Episode 491: The 3 Pillars of Note Investing & The Truth About Passive Returns and Risk with Jamie Bateman

Jan 22, 2025

29:23

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Episode notes

In this compelling episode of the Smart Real Estate Coach Podcast, you’ll hear from Jamie Bateman, a seasoned mortgage note investor and host of the From Adversity to Abundance podcast. Jamie shares how he transitioned from being an Army officer and W-2 employee to becoming a full-time entrepreneur in the mortgage note investment space.

He’ll guide you through the nuances of active versus passive investing, explain why building relationships is crucial in this niche market, and offer tips on managing risk effectively.

Whether you’re a seasoned investor or just starting out in creative financing, this episode is packed with actionable advice and inspiring insights tailored for you.

Key Talking Points of the Episode

00:00 Introduction

02:30 What Jamie is focused on today

03:10 The 3 pillars of note investing

05:04 Understanding active vs. passive mortgage note investing

06:32 How passive mortgage note investing works

08:20 Passive mortgage note investing returns

12:37 Lead sources for mortgage note investing

15:51 Labrador Lending mentorship program

17:43 Identifying your investing criteria for mortgage notes

21:46 The downsides or investing in mortgage notes

23:38 How to learn more about note investing from Jamie