In this episode, we’re diving into how to afford investing in mortgage notes—even if you’re just starting out! 🏡💰

✅ Key Topics Covered:
✔ 00:03:35 - 00:04:32 → Understanding Affordability of Mortgage Notes
✔ 00:07:00 - 00:08:45 → Risk Management & Buy Box Concept
✔ 00:12:40 - 00:14:50 → Investment Strategies: Long-Term vs. Short-Term
✔ 00:19:40 - 00:21:00 → Why You Shouldn't Invest Alone & Community Benefits
✔ 00:22:50 - 00:25:10 → Hypothecation & Partial Notes Investing
✔ 00:27:40 - 00:29:10 → How to Raise Capital for Note Investing

💡 Get Started with Mortgage Note Investing!
💻 Learn more at www.firstshieldfinancial.com
Covenant Fund I:- https://invest.firstshieldfinancial.com/
Schedule A Call:- https://calendly.com/jerry-320/30min
Website:- https://firstshieldfinancial.com/

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#MortgageNotes #RealEstateInvesting #PassiveIncome #NoteInvesting #FinancialFreedom #InvestingTips #CashFlow #AlternativeInvestments

In this episode, we dive deep into the world of 1st lien performing notes—a secure and stable investment vehicle that offers consistent returns and portfolio diversification.

💡 What You'll Learn in This Episode:
✔️ 00:00:01 - 00:00:11 – Introduction & Disclaimer
✔️ 00:00:30 - 00:00:42 – Overview of Mortgage Note Investing
✔️ 00:02:08 - 00:02:21 – Why First Lien Performing Notes Are Available
✔️ 00:03:00 - 00:04:02 – Explanation of First Lien vs. Second Lien Notes
✔️ 00:04:33 - 00:05:09 – Definition of Performing Notes
✔️ 00:07:00 - 00:08:07 – Why Banks Sell Performing Notes
✔️ 00:09:53 - 00:11:01 – Why Mortgage Notes Are a Stable Investment
✔️ 00:13:40 - 00:14:50 – Collateralization & Security of Notes
✔️ 00:16:40 - 00:18:30 – Why Investors Buy Mortgage Notes
✔️ 00:19:40 - 00:22:00 – Selling Partials for Liquidity
✔️ 00:24:00 - 00:25:40 – Opportunities to Learn More

Whether you're a seasoned investor or just getting started with mortgage note investing, this discussion provides valuable insights to help you diversify your portfolio and build long-term wealth.

👉 Interested in learning more? Visit us at www.firstshieldfinancial.com to schedule a one-on-one consultation or join our weekly investment group discussions!
Covenant Fund I:- https://invest.firstshieldfinancial.com/
Schedule A Call:- https://calendly.com/jerry-320/30min
Website:- https://firstshieldfinancial.com/

📢 Don't forget to like, subscribe, and hit the notification bell for more episodes on mortgage note investing and wealth-building strategies!

#MortgageNotes #RealEstateInvesting #PassiveIncome #FirstLienNotes #WealthBuilding #Investing #financialfreedom

Welcome to another insightful episode of the Kim & Jerry Podcast! Today, we’re diving into a critical topic for investors seeking stability and diversification in their portfolios—Mortgage Notes and Alternative Investments.

With rising uncertainty in financial markets, many investors are looking for secure, long-term, cash-flowing assets that offer protection against volatility. In this episode, we explore:

✅ 00:00:00 - 00:00:16 – Introduction to the podcast and the discussion topic: safe investing and the role of mortgage notes in portfolios.
✅ 00:01:56 - 00:02:19 – Disclaimer that the speakers are not financial advisors but are sharing expertise based on their real estate investing experience.
✅ 00:06:01 - 00:06:36 – Explanation of traditional portfolio allocation (stocks, bonds, and ETFs) and the shift towards alternative investments.
✅ 00:09:58 - 00:10:26 – Importance of alternative investments in reducing portfolio volatility and providing stability.
✅ 00:12:00 - 00:13:12 – Examples of alternative assets in large pension plans, including venture capital, commodities, real estate, and even timber.
✅ 00:16:09 - 00:17:28 – Explanation of why mortgage notes are considered an alternative investment and how they provide stability.
✅ 00:20:02 - 00:21:08 – Discussion on how mortgage notes remained resilient during COVID-19 and economic downturns.
✅ 00:24:00 - 00:25:02 – Personal experience of transitioning into mortgage note investing and the benefits in retirement planning.
✅ 00:26:02 - 00:27:19 – Invitation to live Q&A webinars on LinkedIn for deeper discussions and direct engagement.
✅ 00:27:52 - 00:28:07 – Closing remarks encouraging audience engagement and learning more about mortgage notes.

🔹 Disclaimer: We are not financial advisors, CPAs, or attorneys. This discussion is based on our personal experiences and insights into real estate investing and mortgage notes. Always consult with a financial professional before making investment decisions.

📌 Join the Conversation!
💬 Have questions? Comment below—we’d love to hear from you!
Covenant Fund I:- https://invest.firstshieldfinancial.com/
Schedule A Call:- https://calendly.com/jerry-320/30min
Website:- https://firstshieldfinancial.com/

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#MortgageNotes #AlternativeInvestments #RealEstateInvesting #PortfolioDiversification #PassiveIncome #WealthBuilding