Event Detail

How Note Investors Can Dominate Due Diligence

Date And Time

Sat, August 20, 2022

12:00 PM - 1:00 PM

Location

ONLINE ONLY

Description

Wondering how to tell the good deals from the bad? To reach your end goal, you must outline your destination and chart your course towards success all while trying to navigate the obstacles along the way! For note investors, one bad deal might not be the end-all and be-all for your career, but it’s never fun to find yourself tied up in a bad investment due to a lack of appropriate due diligence beforehand! Join Tracy Z. Rewey, the co-founder of NoteInvestor.com, as she shares her two-phase process for vetting real estate notes. Tracy specializes in the use of tax-advantaged retirement funds to purchase notes and helps landlords wanting to ditch tenants to be the bank by safely creating and holding paper. With over thirty years in the business, Tracy has handled millions of dollars in real estate notes and has become a well-known educator in the note space. Join us for this class to gain valuable knowledge as she guides others along their note investing journey.


What You Will Learn in this Class:

  • The Three Ps of Note Investing
  • 5 Key Calculations for Analysis
  • Preliminary and Final Due Diligence
  • Developing Your DD Checklist
  • And much more!

At Quest Trust Company, we believe in order to truly take control, you should invest in what you know best! So, what do you do if you want to invest in a private asset but you don’t feel like you know enough? You learn, of course! 

Make sure to join us every Tuesday and Saturday at 12PM CST as our guest speakers and Certified IRA Specialists share the knowledge they have gained through experience as well as all of the tips and tricks they’ve used to succeed in the self-directed world and grow their wealth!