Beyond the Hype: Jamie Bateman on the Pros, Cons, and Strategies of Mortgage Note Investing

Feb 11, 2025

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In this special episode, Jamie Bateman joins Chris Prefontaine on the Smart Real Estate Coach Podcast for a candid discussion on the upsides and challenges of mortgage note investing. They explore the realities of the asset class, touching on tax implications, risk factors, and how investors can navigate the space effectively.

Jamie also shares insights on his podcast’s evolving focus—offering more practical solutions for real estate investors in 2025. If you’re looking to expand your investment knowledge, this episode delivers honest and actionable advice.

Episode Highlights:

The Downsides of Mortgage Note Investing:
Jamie breaks down a major drawback—unlike traditional real estate, mortgage note investing lacks built-in tax benefits, often resulting in taxation at the ordinary income rate.
Risk vs. Reward:
While note investing offers strong returns, it’s not a one-size-fits-all strategy. Jamie and Chris discuss who this investment model suits best.
Labrador Lending & Educational Resources:
Jamie highlights Labrador Lending as a resource for investors looking to get started and shares how From Adversity to Abundance is evolving to offer more practical advice in 2025.

Special Opportunities for Passive Investors:

For investors looking for a hands-off approach, Jamie shares insights into passive investment opportunities. Labrador Lending has solutions tailored for both accredited and non-accredited investors who want exposure to the mortgage note space without the need for active management.

He also emphasizes the power of partnerships and joint ventures in note investing, where experienced operators can leverage capital from passive investors to create mutually beneficial deals.

Additionally, Chris Prefontaine also joined Jamie Bateman on his show, From Adversity to Abundance, for an engaging conversation.You can listen to their full discussion on From Adversity to Abundance by clicking the link here.

Integrity Income Fund:

https://labradorlending.com/investors/passive-investors/

Labrador Mentorship:

labradorlending.com/investors/active-investors/

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Haven Financial Services:

Learn more: jamie.myfinancialhaven.com/

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Purchase Jamie’s Book: www.amazon.com/dp/B0CGTWJY1D?ref_=pe_3052080_397514860

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