In this episode, I kick off a new series exploring how AI is transforming real estate note investing and creative finance strategies. I break down foundational AI concepts and their evolution, and share insights from my experience implementing AI at major tech companies. Tune in to hear where AI shines—and where it still falls short—when it comes to streamlining administrative work and supporting complex decision-making in real estate investing.

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

This podcast is from a webinar that covered 7 costly mistakes that both new and experienced note investors commonly make.

For a few days only, you can take advantage of the Spring Sale for the Note Launchpad online training course and SAVE $1000 off the normal price: https://notelaunchpad.com/

In this episode, I had the pleasure of sitting down with Joe Holmes, a seasoned real estate investor with over 45 years of experience. Joe shared his journey, from purchasing his first investment property to his current strategy of using "subject to" financing for house flipping. We dove into the details of subject-to loans, the process of creating notes as part of real estate deals, and the challenges that come with selling those notes on the secondary market. Joe also offered his insights on the current state of the real estate market, predicting an economic turnaround and a continued lack of supply that could drive prices higher. It was a fascinating conversation packed with valuable insights for anyone navigating the real estate and note investing world.

Connect with Joe: https://joehoms.com/

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

Dave Franecki joined me on the podcast to discuss his extensive background in notes and real estate. He shared his journey from being a commercial landscape contractor to becoming a real estate agent and builder. We also discussed the economic cycles and their impact on the real estate market, the importance of cleaning one's portfolio during a downturn, and the potential of the west valley of Phoenix. The conversation also covered the concept of 4-year balloon notes, the changing landscape of the market, the benefits of investing in personal property trusts and IRAs, and the potential of consulting work and sharing knowledge with new investors.

Learn more about Dave and connect with him here:

https://seller-carry.com/

https://capstonecapitalusa.com/

https://www.youtube.com/@davefranecki387

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT:

https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

SMALL GROUP LIVE COACHING:

https://www.fusionnotes.com/livetraining

Want to quit your job and dive into real estate full-time? The hard truth is that it takes time, savings, and a strategic plan. In this episode, Ryan shares how he made the leap—retiring at just 31 years old.

Ryan walks us through his journey from a traditional W-2 career to building wealth through real estate. He breaks down how he acquired rental properties, leveraged equity, and ultimately replaced his income. We also discuss the financial side of investing, property management, and his transition from pharmacist to full-time investor. Plus, Ryan highlights the importance of setting clear goals, starting early, and putting in the work to achieve financial freedom.

Get Ryan's free guide for newbies: https://www.newbierealestateinvesting.com/guide

Check out Ryan's coaching here: https://www.newbierealestateinvesting.com/real-estate-investment-coaching-program/

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2025: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

Beth has been investing in performing and non-performing notes since 2012. In this podcast she discussed some of the details and nuances involved with reverse mortgages.

Connect with Beth here: Beth.Hale@efinitymortgage.com or https://www.linkedin.com/in/bethhalemortgagespecialist/

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Dan, James, and Alden Guajardo discussed the value of investing in mobile home notes, highlighting the increasing demand for manufactured housing due to affordability and the potential for higher returns.

Connect with James and Alden here: https://www.mobilemailboxmoney.com/

Want to create your own seller-financed notes?

MAKE SURE YOUR NOTES ARE SELLABLE, VALUABLE, AND COMPLIANT: https://calltheunderwriter.com/

Are you Ready to work with Dan to learn how to invest in notes yourself?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2025: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com