In this episode, Brandon is joined by Fred Moskowitz, an alternative investment expert, to explore the world of note investing—a strategy focused on buying assets for cash flow. They discuss active and passive approaches to note investing, where the former involves hands-on engagement, while the latter allows investors to leverage managed note funds.
Fred delves into the secondary market, highlighting the liquidity of notes and the role of personal relationships in accessing this market. The motivations of sellers, such as recapitalization and the need for quick capital, are explored. The episode also delves into risk factors associated with note investing, including borrower profiles and property conditions.
The discussion with Fred continues, emphasizing the importance of licensed loan servicing companies in active note investing. Fred sheds light on tax lien sales, addressing variations across states and lenders' strategies to protect their positions. The episode provides comprehensive insights for both novice and experienced investors in the real estate space.
Listeners are encouraged to connect with Fred through his website, fredmoskowitz.com, or giftfromfred.com. Fred's book, "The Little Green Book of Note Investing," available on Amazon, offers an overview of note investing from both active and passive perspectives.
Social Links:
Podcast: The Retiring Real Estate Investor
Follow us on Instagram: @InvestWithInsight
Follow us on Facebook: @InvestWithInsight
Follow Brandon on Linkedin: @BrandonBruckman
Join the Facebook group: Invest with Insight
Listen on Spotify: The Retiring Real Estate Investor
Listen on Apple: The Retiring Real Estate Investor
If you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.com
The firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.
