Mortgage notes are a low-hassle vehicle for generating solid returns and extra monthly income power. This asset class remains something of a secret that Wall Street keeps hidden from regular investors, but there are no restrictions or barriers to entry.
As last week’s real-world story of Gateway Savings & Loan demonstrated, mortgage notes play a critical behind-the-scenes role within the financial system.
The fact is, investors help make 30-year fixed-rate mortgages possible. We wouldn’t be able to buy a home with a 30-year fixed rate unless investors were willing to buy our mortgage.
And given that interest rates have risen substantially in recent years, investing in mortgage notes offers strong returns today – typically between 7 and 18% a year annualized.
I know we’ve only hit the highlights in our series over the past week, but I wanted to put this asset class on your radar. If the prospect of earning steady, asset-backed income power with creative tax strategies piqued your interest, The Phoenician League is hosting a free strategy session tonight to go much deeper on the subject.
We’re going to walk through every facet of mortgage note investing—from the basics to advanced tactics. And we’ll walk through a live example of how to analyze an available mortgage note in real-time. We’ll talk extensively about due diligence and risk management as well.
The session will conclude with a full Q&A session where attendees will be free to ask any questions – no matter how simple or complex. My commitment is that we’ll provide a direct answer to every question that comes in. No question is off-limits.
My hope is that this free session will provide investors with all the information they need to determine whether mortgage notes could be a good supplement to their existing investment strategy. This could be especially beneficial for those looking to create extra monthly income power and those looking for tax strategies to offset the income they already have.
So I’d like to extend a personal invitation to you. If you would like to join us for our investment strategy session tonight, we’ll get started at 7:30 pm Eastern. You can get all the information at: https://phoenicianleague.com/session
-Joe Withrow