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114. Ways to get started on Note Investing with Fred Moskowitz

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Manage episode 382776866 series 2853794
Content provided by AJ and Chris Shepard, AJ, and Chris Shepard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ and Chris Shepard, AJ, and Chris Shepard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ABOUT FRED MOSKOWITZ

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".

Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments.


THIS TOPIC IN A NUTSHELL:

Fred's background and journey to real estate
How he learned about Note Investing
Investing in Single-family homes
Finding leads and building broker relationships
What is Note Investing?

Can you buy any loan or any kind of debt?

Risk characteristics of a note
Underwriting Process of a note

Are you responsible for the due diligence of the note?

What does a typical note look like?

Two ways to get started with Note Investing
How do you compare the barrier entry to Note vs Real estate?

Ways to make money with Note Investing

Note Investment team – what does it look like?
About Fred’s book - The Little Green Book of Note Investing
Connect with Fred Moskowitz

KEY QUOTE:

“There are two ways to get started with note investing, The first is to build a portfolio by buying individual notes, and the other way is to invest in a note fund that is professionally managed.”


SUMMARY OF BUSINESS:

https://www.fredmoskowitz.com - Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20-year career devoted to entrepreneurship and investing with a mission to help people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#RealEstateInvesting #REInvestors #NoteInvesting #NoteInvestor #MortgageNotes #DueDiligence #MortgageInvestments #SingleFamilyHomes #loan #Notes #CapitalGains #TaxLiability #PrefReturn #Lenders #LoanOriginator #brokers #LoanServicer #Author #AlternativeAssets #Entrepreneur #FundManager #TheLittleGreenBookOfNoteInvesting #BuildingWealth #PassiveIncome #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH FRED MOSKOWITZ:

Website: https://www.fredmoskowitz.com

OR TEXT the keyword MONEY to 215-461-4433

LinkedIn: https://www.linkedin.com/in/fred-moskowitz-3a92a9

Instagram: https://www.instagram.com/thefredmoskowitz

Facebook: https://www.facebook.com/fred.moskowitz.18

Download Fred’s special report on note investing: https://www.giftfromfred.com

Get a copy of his Book: "The Little Green Book Of Note Investing" https://amzn.to/3I0pR49

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

  continue reading

136 episodes

Artwork
iconShare
 
Manage episode 382776866 series 2853794
Content provided by AJ and Chris Shepard, AJ, and Chris Shepard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ and Chris Shepard, AJ, and Chris Shepard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ABOUT FRED MOSKOWITZ

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".

Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments.


THIS TOPIC IN A NUTSHELL:

Fred's background and journey to real estate
How he learned about Note Investing
Investing in Single-family homes
Finding leads and building broker relationships
What is Note Investing?

Can you buy any loan or any kind of debt?

Risk characteristics of a note
Underwriting Process of a note

Are you responsible for the due diligence of the note?

What does a typical note look like?

Two ways to get started with Note Investing
How do you compare the barrier entry to Note vs Real estate?

Ways to make money with Note Investing

Note Investment team – what does it look like?
About Fred’s book - The Little Green Book of Note Investing
Connect with Fred Moskowitz

KEY QUOTE:

“There are two ways to get started with note investing, The first is to build a portfolio by buying individual notes, and the other way is to invest in a note fund that is professionally managed.”


SUMMARY OF BUSINESS:

https://www.fredmoskowitz.com - Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20-year career devoted to entrepreneurship and investing with a mission to help people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#RealEstateInvesting #REInvestors #NoteInvesting #NoteInvestor #MortgageNotes #DueDiligence #MortgageInvestments #SingleFamilyHomes #loan #Notes #CapitalGains #TaxLiability #PrefReturn #Lenders #LoanOriginator #brokers #LoanServicer #Author #AlternativeAssets #Entrepreneur #FundManager #TheLittleGreenBookOfNoteInvesting #BuildingWealth #PassiveIncome #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH FRED MOSKOWITZ:

Website: https://www.fredmoskowitz.com

OR TEXT the keyword MONEY to 215-461-4433

LinkedIn: https://www.linkedin.com/in/fred-moskowitz-3a92a9

Instagram: https://www.instagram.com/thefredmoskowitz

Facebook: https://www.facebook.com/fred.moskowitz.18

Download Fred’s special report on note investing: https://www.giftfromfred.com

Get a copy of his Book: "The Little Green Book Of Note Investing" https://amzn.to/3I0pR49

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

  continue reading

136 episodes

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