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Should I invest in notes funds or individual trust deeds?

Written by Ellis San Jose on May 17, 2011 - 0 Comments
Categories: note investing, note investing strategy, trust deed investing, wealth creation

This is a very insightful article by Lew Sichelman. http://www.marketwatch.com/story/invest-in-trust-deeds-not-companies-pitching-them-2011-05-13 He is a nationally syndicated columnist who writes for Realty Q & A Lew has been covering the housing market for more than 40 years, responds to readers’ questions on real estate. We here at The Note Guys only deal with individual trust deeds. Although [...]

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Wealth Lesson from Charlie Munger: Creating a “compounding machine” of note income

Written by Ellis San Jose on February 1, 2011 - 0 Comments
Categories: investing for retirement, note investing, note investing strategy, trust deed investing, wealth creation, wealth strategy

I am currently reading a great book recommended by Tim Ferriss, author of “The Four Hour Work Week” & more recently “The Four Hour Body”. The book is called “Poor Charlie’s Almanack- The Wit and Wisdom of Charles T. Munger by Charles T. Munger. Charlie Munger is the lesser know genius behind Berkshire Hathaway. Warren [...]

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Guest Speaking Event at The Ventura County Real Estate Club

Written by Ellis San Jose on January 28, 2011 - 0 Comments
Categories: investing for retirement, note investing, note investing strategy, retirement accounts, trust deed investing, wealth creation, wealth strategy

I have been invited to speak at the Ventura County Real Estate Investment Club on February 10th at 6:30pm.  The meetings are held on the 2nd Thursday of the month at Marie Callenders restaurant, in Simi Valley.  I will be discussing trust deed & note investing basics.   My goal is to present practical applications [...]

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Top 5 income producing strategies for 2011

Written by Ellis San Jose on January 26, 2011 - 0 Comments
Categories: classes, defaulted mortgage investing, nonperforming note investing, nonperforming paper, note investing, note investing strategy, trust deed investing, wealth creation

This was the topic for last nights real estate investors mastermind group.  I co-founded this group over 3 years ago with my friend Jeremy Roll.    We both got tired of going to meetings that were low on substance & high on sales pitch aka the latest “get rich quick” scheme in real estate.  We [...]

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Defaulted mortgages & Note Investing

Written by Ellis San Jose on November 11, 2010 - 1 Comment
Categories: defaulted mortgage investing, getting started, nonperforming note investing, nonperforming paper, note investing, note investing strategy, trust deed investing

Defaulted mortgages are included in the range of specialized investments for savvy investors who recognize opportunity in economic downturns such as we are experiencing now. With the crash in the prices of houses and the lack of liquidity in the lending market, many investors need to consider defaulted mortgages now as an investment choice for a portion of their investment allocation.

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Supply of Non-performing paper

Written by Ellis San Jose on November 4, 2010 - 0 Comments
Categories: note investing, note investing strategy, trust deed investing, wealth creation

I read this a few days ago which aligns with the information I received at the note summit attended with Gerald in Denver. The Federal Reserve Bank of New York (the Fed) is pushing Bank of America (BofA) to buy back a portion of the mortgages they packaged or acquired and then sold to mortgage-backed [...]

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The hidden opportunity with 2nd Trust Deeds

Written by Ellis San Jose on September 27, 2010 - 0 Comments
Categories: note investing, note investing strategy, trust deed investing, wealth creation

Gerald(the other note guy) & I had a wonderful lunch with a fund manager last week. We were discussing the opportunities available investing in 2nd trust deeds. We were both very excited to learn about their approach to controlling millions in dollars of debt for pennies on the dollar. If you have been to one [...]

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New Note Class! with The Note Guys & The Note Queen

Written by Ellis San Jose on August 18, 2010 - 2 Comments
Categories: classes, getting started, note investing, note investing strategy, trust deed investing, wealth creation

We are teaching a class on Secured Income For Life with Note Investing Saturday @ 9am-3pm.  in Los Angeles 10601 Washington Bl. Culver City,CA (310)280-9196 $199 2 classes in 1!  Note Investing & Creative Financing ) What is a note? Types of notes: 2) Benefits of note investing Comparison of alternative investments How much can [...]

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Definition of financial freedom

Written by Ellis San Jose on June 24, 2010 - 0 Comments
Categories: note investing strategy, trust deed investing, wealth creation, wealth strategy

When you hear the words “Financial Freedom”, what images come to mind?  For me it’s being able to choose how I spend my time without regard to cost. I always picture looking out over a balcony to a beautiful ocean vista.  It also meant a certain “number” for net worth. My perception & definition was [...]

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Getting started in note investing

Written by Ellis San Jose on June 22, 2010 - 0 Comments
Categories: getting started, note investing strategy

I got started in note investing in Los Angeles out of sheer frustration.  I was trying to buy single family homes in foreclosure in 2001.  I was diligently knocking on doors of people in foreclosure & going to trustee auctions and getting either outbid at the courthouse steps or getting doors slammed in my face. [...]

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