Mortgage Note Investing Weekly - podcast cover

Mortgage Note Investing Weekly

Rick Allen & Brett Burkypaperstac.com
Mortgage Note Investing Weekly is a (30-minute tops) podcast covering everything that someone getting started in note investing would want to know. 

We run Paperstac (a marketplace for mortgage notes) we get a lot of questions from buyers and sellers and with our podcast, we cover the questions that come and share the answers with everyone. 

We cover strategies, tips & expert secrets to help you improve YOUR note-investing business. 
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Episodes

Turn a Rental with a Current Mortgage into a Mortgage Note (How to)

𝗧𝘂𝗿𝗻 𝗮 𝗥𝗲𝗻𝘁𝗮𝗹 𝘄𝗶𝘁𝗵 𝗮 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗶𝗻𝘁𝗼 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗡𝗼𝘁𝗲 (𝗛𝗼𝘄 𝘁𝗼) Thinking about turning your 𝗿𝗲𝗻𝘁𝗮𝗹 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 into a 𝗺𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗻𝗼𝘁𝗲? In this episode of the Paperstac Podcast, Rick and Brett explain how to create a note on a rental property with an existing mortgage. They cover strategies like wrap mortgages, creative financing, and how investors can leverage owner financing to cash out while still generating income. ...

Feb 07, 202522 minSeason 6Ep. 151

EP149: Tips for New Sellers on Paperstac

Follow Us On These Platforms: 👇 Facebook: https://pstac.co/facebook Linkedin: https://pstac.co/linkedin Twitter: https://pstac.co/twitter TikTok: ......

Nov 01, 202414 minSeason 6Ep. 149

EP147: Note Investing Habits New Investors Must Have

In this episode of the Paperstac Podcast, Rick Allen and Brett Burky dive into essential note investing habits that new note investors need to know to succeed. After attending conferences and navigating hurricanes, they’re back to share practical tips that will help you as note investors develop a consistent strategy in the note investing business. From reviewing deals and creating efficient workflows to networking effectively and leveraging technology, they cover a range of strategies that seas...

Oct 18, 202430 minSeason 6Ep. 147

EP146: Scaling a Land Investing Business With Mortgage Notes

In this episode of the Paperstac Podcast, hosts Rick Allen and Brett Burky sit down with JT Olmstead, a land investing expert, to dive deep into land investing and the creation of land notes. JT shares his journey into the land note business, his strategies for finding profitable deals, and how technology is transforming the land investing industry. Whether you’re new to land investing or a seasoned pro, this episode provides valuable insights into building a successful land note business. 🔔 Do...

Sep 06, 202459 minSeason 6Ep. 146

EP145: Partial Note Investing With Fred & Tracy Rewey

In this episode, we dive deep into the world of partial mortgage notes with the experts, Fred and Tracy Rewey. Whether you’re new to note investing or looking to refine your strategy, this episode is packed with valuable insights and actionable advice. Learn about the basics of partials, the Reweys’ journey into the note space, and how you can leverage partials to optimize your investments. Don’t miss out on this wealth of knowledge! Chapters: 0:00 Introduction 0:08 Welcoming Fred & Tracy Re...

Aug 30, 202445 minSeason 6Ep. 145

EP144: Mortgage Note vs Long Term Rentals

In this episode of the Paperstac Podcast, Brett Burky and Rick Allen dive into a head-to-head comparison between mortgage notes and long-term rentals. They discuss the pros and cons of each investment type, sharing insights from their experiences and covering key topics like market entry, cash flow, maintenance, risks, tax benefits, and more. Whether you’re a seasoned investor or just starting, this episode provides valuable perspectives to help you make informed decisions in the real estate mar...

Aug 16, 202432 minSeason 5Ep. 143

EP143: Tax Strategies for Mortgage Note Investors

In this episode of the Paperstac Podcast, hosts Rick Allen and Brett Burky are joined by special guest Larry Pendleton, a seasoned CPA and real estate investor, to discuss crucial tax strategies for note investors and real estate investors. This is a great episode for learning about tax strategies for note investors. Larry shares his insights on the benefits of real estate investments, the importance of tax planning, and how to optimize your portfolio for maximum tax savings. They dive deep into...

Aug 09, 202442 minSeason 5Ep. 143

EP142: Learning Note Investing Jargon & Slang Terms

Welcome to another episode of the Paperstac Podcast with Brett Burky and Rick Allen! In this episode, we dive into the world of note investing slang and jargon. Whether you’re new to the industry or looking to brush up on your knowledge, this episode is packed with valuable insights. Don’t forget to like, comment, and subscribe for more content! Chapters: 0:00 Introduction 0:06 Brett and Rick’s Summer Vacations 0:34 Introduction to Note Investing Jargon 1:15 Understanding “Color” in Note Investi...

Jul 26, 202413 minSeason 5Ep. 142

EP141: When, How & If You Should Contact Borrowers

In this episode of the Paperstac Podcast, Brett Burky and Rick Allen discuss avoiding borrower communication mistakes in note investing by understanding when, how, and if you should ever contact borrowers. Dive into the critical topic of borrower communication during note transactions. Discover the dos and don'ts of reaching out to borrowers, especially in non-performing loan scenarios. Learn from their experiences, understand the legal implications, and get practical advice to avoid costly mist...

Jun 21, 202416 minSeason 5Ep. 141

EP140: Note Investing Tools Every Investor Should Have

Rick Allen and Brett Burky discuss essential note investing tools, emphasizing the use of spreadsheets like Excel, a centralized storage location, CRM systems for asset management, and automation tools like Zapier, showcasing practical insights for managing mortgage notes effectively. Note Investing Tools Key Takeaways: ➤ Excel or Google Sheets are crucial for calculations and data organization. ➤ A centralized storage location like Dropbox is essential for asset files. ➤ Utilize CRM systems lik...

Jun 14, 202417 minSeason 5Ep. 140

EP139: The Key Differences Between CFDs and Other Security Instruments

In this video, Brett and Rick delve into the key differences between CFDs, mortgages, and deeds of trust. Mortgage notes, deeds of trust, and contracts for deeds are all common security instruments in real estate investing. However, their differences can be a bit tricky to understand. We're here to simplify them for you. Rick and Brett also share valuable insights and experiences from the recent Diversified Mortgage Expo (DME) in Nashville. They cover everything from key takeaways and event high...

Jun 05, 202418 minSeason 5Ep. 139

EP138: How To Set Up Your Listing on Paperstac for Success

In this video, we show you how to set up a successful listing on Paperstac. Dive into the process of creating a standout note investment listing on Paperstac and gain important note investing insights for success. We start by walking you through the foundational steps necessary for setting up a real estate note listing that not only catches the eye but also performs well on the platform. Our focus extends beyond just the basics; we're here to share with you some essential strategies and insights...

May 17, 202422 minSeason 5Ep. 138

EP137: My First Note Purchase With Nathan Turner

In this episode, Nathan Turner talks about his experience of buying his first mortgage note. Learn about Nathan's background and expertise as the Canadian note guy. Discover how Nathan ventured into the world of mortgage notes and his initial experiences in the note space in this episode of the Paperstac Podcast! Explore Nathan's first note purchase and the bold decision to invest in three non-performing notes. Gain insights into Nathan's approach to solving sellers' problems and capitalizing on...

May 10, 202424 minSeason 5Ep. 137

EP136: Note Investing Conferences & Why It's Important to Attend

In this episode, we delve into the invaluable benefits of attending note investing conferences, with a focus on the upcoming Diversified Mortgage Expo. Nathan Turner, the current organizer of this note investing event, shares his insights on why these gatherings are essential for building connections, learning from industry experts, and elevating your note business to new heights. Diversified Mortgage Expo (DME 2024) Nathan Turner took over the Diversified Mortgage Expo, an annual note investing...

Apr 26, 202426 minSeason 5Ep. 136

EP133: Ricks Worst Note Purchase & The Lessons Learned

Discover Rick’s worst note buy and the lessons he learned from the experience in this revealing episode of the Paperstac podcast! Join hosts Rick Allen and Brett Burky as they dive deep into the murky waters of note buying. With years of note investing experience under his belt, Rick shares his own story of a real estate note deal gone awry, detailing the frustrations and challenges encountered. Every real estate professional has their story of a deal gone awry, and today, Rick shares his. Rick ...

Mar 29, 202414 minSeason 5Ep. 132

EP132: 5 Habits All Successful Note Investors Need to Know

In this episode of the Paperstac Podcast, we're exploring five essential habits that all successful note investors need in the note industry. By adopting these five key habits, note investors can chart a course to success. These include diligent market research, forging strong relationships, assessing risk and reward, maintaining organization and discipline, as well as engaging in continuous learning and adaptation—skills that are vital to thrive in the constantly evolving note investing landsca...

Mar 22, 202418 minSeason 5Ep. 133

EP129: Buying in Your Own Name or a LLC (Pros & Cons)

In this episode, we talk about buying mortgage notes in your personal name vs an LLC. Discover the pros and cons of investing in notes with your personal name compared to an LLC. Rick Allen and Brett Burky share their insights, experiences, and some unexpected challenges they've faced along the way. Tune in to this episode of the Paperstac podcast for a deep dive into the nuances of buying notes, focusing on whether to do so in your personal name or through an LLC. Join us as we explore the adva...

Feb 23, 202424 minSeason 5Ep. 129

EP128: My First Note With Patrick Franz

Follow Us On These Platforms: 👇 Facebook: https://pstac.co/facebook Linkedin: https://pstac.co/linkedin Twitter: https://pstac.co/twitter TikTok: ......

Feb 16, 202436 minSeason 5Ep. 128

EP127: My First Note Purchase With DJ Olojo

Join Rick Allen and Brett Burky on a deep dive into the world of note investing with DJ Olojo, a seasoned real estate investor from Georgia. With over 15 years under his belt as a real estate investor, DJ shares his journey from his very first note purchase to becoming a passive income pro through note investing. This video is a treasure trove of insights for both new and experienced investors looking to expand their portfolios and embrace the passive nature of note investing. What You'll Learn:...

Feb 13, 202422 min

EP: 126 Real Estate vs. Mortgage Notes: Understanding the Key Differences

In this episode, we talk about real estate vs mortgage notes. Uncover the key differences between real estate investing and note investing. Some common questions that we get asked that we go over in this episode include: 1️⃣ Why would someone choose real estate over note investing? 2️⃣ What makes note investing better? 3️⃣ And which one should I start with if I'm new to both? These are great questions, and today we'll address them by comparing the advantages and disadvantages of real estate vs m...

Feb 02, 202429 minSeason 5Ep. 126

EP: 125 The Importance of Pay History Evaluation

In this episode, Rick Allen and Brett Burky dive deep into the importance of pay history in note investing. Get ready for an insightful discussion filled with practical tips and real-life scenarios that every note investor should consider. Discover the significance of payment history and the essential evaluation steps you must take! Don't forget to like, subscribe, and share for more valuable content! 🕒 Timestamps: 0:00- Introduction 0:15 - Reflecting on Podcast Progress & Scheduling 1:00 -...

Jan 26, 202420 minSeason 5Ep. 125

EP:124 Securing the Funds to Flourish in Note Investing With Zac Ricci

Are you looking to make significant strides in the world of note investing? Look no further! Our latest episode, Securing the Funds to Flourish in Note Investing with Zac Ricci is for you! Join us as Brett Burky and Rick Allen delve into an enlightening discussion on funding real estate investments with Zac Ricci from Fund and Grow. This episode is packed with invaluable insights for both seasoned investors and newcomers to the field. Understanding the costs, benefits, and impact of economic cha...

Jan 19, 202428 minSeason 5Ep. 124

EP123: Grounded Investments: Mastering the Art of Land Note Creation with Jon Jasniak

Join us in this special episode of the Paperstac Podcast as Brett Burky and Rick Allen explore the world of land notes with Jon Jasniak, a prominent figure in the land investing space. In this episode, John shares his journey into land notes and provides valuable insights into the industry. Delve into the world of land investing and discover the opportunities it offers. John Jasniak is a successful land investor who found his way into the industry after realizing the limitations of his nine-to-f...

Jan 12, 202428 minSeason 5Ep. 123
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