Virtual Online Meeting!
The Ultimate Guide to Mastering Partial Note Deals: From Basics to Advanced Strategies with Tracy Z and Fred Rewey
ONLINE on ZOOM 8:00am - 3:00pm Central
Take a deep dive into the world of partial note purchases in this comprehensive full-day online class. Designed for real estate and note investors, this hands-on session will give you the skills to confidently structure, calculate, and document partials. Topics include:
- A detailed breakdown of partial note purchases and their benefits.
- Different types of partials like straight, balloon, split, and reverse.
- Step-by-step instructions for calculating partials using a financial calculator.
- Creative financing strategies like wraps and hypothecation.
- Insights into what happens during early payoffs, defaults, and resales.
BONUS: In addition to the live online class, you’ll receive access to a full home study course. This includes the Perfecting Partials Master Class, Note Buyers Directory, and the Due Diligence Checklist ($397+ value) .
Tracy Z began investing in notes over thirty-five years ago when she quickly realized that she’d rather be a “lien lord" than a landlord. She has handled millions of dollars in real estate notes since 1988. She first started on the institutional side, heading up the due diligence department as VP for one of the nation’s largest seller-financed note buyers.
Loving the business but wanting to work for herself, Tracy co-founded a note-buying company in 1997 with Fred Rewey. This developed into NoteInvestor.com, an online newsletter for private investors, and Cash Flow Expo, a virtual summit.
Tracy specializes in the use of creative partial structures and tax-advantaged retirement funds to purchase notes. She helps landlords wanting to ditch tenants to be the bank by safely creating and holding paper. A well-known educator, she has a passion for sharing her knowledge and guiding others on their note-investing journey.
Fred Rewey is widely recognized for his negotiation, marketing, and deal structuring skills. Author of three books and inducted into the National Speakers Association, Fred spends much of his time on marketing – understanding human nature and creating automated funnels that turn prospects into raving fans.
Entering his fourth decade in the note industry, Fred started his note business from his kitchen table in a 500-square-foot apartment. Later, joining one of the largest institutional note buyers, Fred helped create buying programs and industry standards for the other side of the table.
In 1998, Fred left corporate life to build Diversified Investment Services along with his business partner and spouse, Tracy Z. Both parlayed that independent mentality to create multiple companies – most note industry-related. Fred will always find time to travel, smoke cigars, enjoy bacon, and work on his golf game.