041: Taking Note of New Investment Opportunities with Fred Moskowitz

When you think of real estate investing, you probably envision rental houses, multi-family units, or commercial properties. But just like other kinds of investing, real estate investing has layers. Knowing about and understanding these other investment vehicles can diversify and amplify your investing career.

Mortgage note investing is an alternative investment inside real estate investing, and it can have less risk than buildings. Buildings have to be managed and maintained, but a mortgage note leaves all the risk to the property owner.

In this episode of Zen and the Art of Real Estate Investing, alternative investor Fred Moskowitz tells Jonathan how he landed in mortgage note investing and why it’s not as complicated as you might believe. A public speaker, entrepreneur, and author of The Little Green Book of Note Investing, Fred is an expert on navigating alternative investments and teaches others how they can do it too.

Don’t miss this episode for tips on investing alternatives and Fred’s advice for investors wanting to branch out.

In this episode, you will hear:

What prompted Fred to shift his career away from computer engineering and into real estate investing
The workshop he attended held by Jimmy Napier on investing in debt that caused Fred to begin buying mortgage notes
Why mortgage note investing is an alternative asset class but without the liability and work of managing properties while diversifying your portfolio
How to buy notes and why it isn’t as tricky as it sounds
The steps to evaluating what a mortgage note is worth and what its long-term benefits are
Where you can attain access to mortgage notes and the role of industry relationships in buying these investments
The reason institutionally originated notes are a more stable investment than seller-financed notes
How Fred began to realize there were more ways to invest when he wanted to scale
His steps to building the relationships he needs to continue making transactions
What note funds are and how they can help you scale
The purpose of note-servicing companies
The concepts from Think and Grow Rich that still apply to Fred’s career

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