The Note Closers Show - The #1 Podcast for Note Investing Performing Note Case Study: San Antonio Owner-Financed Note Deal
Mastering the Numbers: A San Antonio Performing Note Case Study
Welcome back to another episode of The Note Closers Show! Today, we are diving into the "nuts and bolts" of a specific performing note deal right here in San Antonio, Texas. While many investors focus solely on non-performing debt, there is a massive opportunity in acquiring seasoned, performing paper at a discount to create immediate cash flow and long-term equity protection.
In this episode, we move past the theory and look at the actual math behind a six-figure note investment. We break down why a specific offer was made, how the property value supports the debt, and the importance of third-party servicing in keeping your portfolio "set and forget". Whether you are a seasoned investor or just starting to explore the secondary market, this breakdown of a Bexar County asset will show you how to find the "win-win" in every transaction.
Key Highlights from the San Antonio Case Study:
- The Anatomy of a the Offer: We break down the calculation behind a my discounted offer on a performing note, which represents approximately 78 to 80 cents on the dollar for the asset.
- Evaluating Property Equity: An analysis of the relationship between the purchase price and the $215,000 underlying value, ensuring the investment is "sitting pretty" with a strong protective equity cushion.
- The Importance of Seasoning: Why we targeted this specific note for its payment history and "seasoning," making it a lower-risk profile for investors looking for consistent returns.
- Third-Party Servicing Benefits: A discussion on why utilizing professional third-party servicing is a non-negotiable part of our strategy to ensure compliance and ease of management.
Looking to put some "Lazy Assets" to work for yourself or into a deal like this? Book a call with me to find out what you need to get started.
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