THE TRUTH ABOUT HOW YOU CAN BECOME A HIGH-PERFORMANCE NOTE INVESTOR in as little as two months...
NO MATTER YOUR EXPERIENCE IN INVESTING...
What is Note Matrix?
It is NOT just another "fix flip wholesale" course.
It is NOT real estate investing - although the profitable investments you will be making will be heavily collateralized by real estate.
It is NOT a product on how to find deals - though it will provide you with hundreds of millions of dollars in assets to invest in.
It is NOT a training on how to get started with no money down - although we have creative funding options and JV partners available to leverage other people's money.
Note Matrix is A SHORTCUT
This is a training course about how everyone can use the power of banking to get better deals, more assets, bigger margins... No matter your experience in real estate or investing!
If you have ever been frustrated by lack of inventory, lack of deals, lack of profit margins... If you feel like you have tried every other strategy and it didn't help... this is the training you have been looking for!
What You Will Learn:
Become A High-Performance Note Investor
By working directly with us you will gain access to over $300,000,000 in inventory that you can buy for your own fund, private equity group or institution.
Investment Banking Strategies
There are many Investment strategies out there... This one just happens to make the most MONEY!
Buying assets the same way investment banks, hedged funds, and private equity, sets you up for success from the very beginning.
Quick & Easy
Note Trading can be done from the comfort of your computer. Having the potential to QUADRUPLE your money by acquiring & servicing investment bank assets has never been so easy.
Our mission is to create 300 high-performance note investors!
Will you be one of them?
GAIN ACCESS TO NOTE MATRIX MEMBERS AREA:
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We Respect Your Privacy & Information
Introducing Note Matrix
Get More Deals, Assets, and Profits... No Matter Where You Are Located!
Here Are A Few Of The Secrets You'll DISCOVER IN THIS TRAINING...
The single greatest, most profitable skill everyone can develop......if you want to grow an investment fund and make your dreams come true!
What makes “Note Investing” different than real estate investing… and why should you bother to learn the secrets?
The short answer is that this is investment banking, NOT real estate.
The secret strategies banks have been using for years to control the economy, even before the real estate industry got into fix and flipping!
Though investment banking is not new, you need to learn the strategies and formulas that generate massive amounts of wealth in the present-day world!
The THREE key nuggets you need when analyzing assets.
I will show you how you can get INSTANT results… instead of spending millions on “fix/flip properties” and “wholesaling”.
Overview
Note Matrix's Strategic Note Investing Made Easy is a two-month online program that teaches one of the most successful and unparalleled note investment strategies on the market. It is a note investment approach that allows investors to strategically identify, analyze and acquire collateralized real estate debt at deeply discounted prices, as well as how to work through 26 proven exit strategies.
This program is designed to give you a strong foundation in the note investing process. I will give you tools and strategies to collect and analyze information as well as an integrated framework that teaches you how to identify opportunities for note investments that others may miss.
At The End of thIS Program, You Will be able to:
- Apply the strategic note investing principles to make smart, rational investment decisions.
- Think independently about investment opportunities without simply following the market.
- Confidently evaluate the return potential of any note investment opportunity.
- Be able to conduct a strategic analysis of a note to understand its ability to produce short-term or long-term profits.
- Execute a method of disposition by exploiting available data.
- Know a "Good" note investment from a "Bad" note investment.
- Use professional-grade investment models to evaluate your deals.
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Evaluate rental income properties.
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Evaluate fix & flips.
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Use smart investment deal structures with joint venture partners.
Who Should Attend
Participant Profile
Experienced or not, ALL INVESTORS will benefit from learning the Note Matrix Methodologies by uncovering opportunities that others miss. But beyond that, the Note Matrix analytical approach teaches CRITICAL THINKING about growth and profitability, which is invaluable for all investors alike.
On your journey to learning strategic note investing principles with Note Matrix, you will be in good company. Past participants come from a wide range of industries, job functions, and management levels. This program teaches investors, experienced or not, all of the most successful note investment strategies on the market.
Participants By Class
- Fix & Flippers
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Beginning Note Buyers
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Experienced Note Buyers
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Aggressive Investors
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Passive Investors
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Real Estate Investors
WHAT OUR PARTICIPANTS ARE SAYING
"I'm Excited to have been doing this over the last 2 days with these people. The kind of money we're going to be able to make from this and by working together how we can actually take down larger pools and be able to make more money than if I was trying to do this my self" - Marshall
"It's a golden opportunity, if you know how to move and understand the terminology and you have the proper tools. You can make it succeed. I'm seeing myself making deals in the next month or so. Utilizing notes to make more profitable deals, I'm looking at this as a source to generate more cash." -Xorge
"Vesper has explained the opportunities, in a simplistic way that somebody that has no experience with notes I understand, some of it I'll have to get involved, I'm anxious to do that, to increase my wealth. I think this is a great opportunity I really appreciate being here, I recommend this for anybody who's wanting to learn about notes" -Rayleen
"This looks like a nice avenue for us." -Charles
"The calculations of returns were amazing, they were a lot more than I have ever seen with the different strategies in real estate... these note numbers were amazing."
-Victoria
"The calculations of returns were amazing, they were a lot more than I have ever seen with the different strategies in real estate... these note numbers were amazing."
-Victoria
Program Experience
At Note Matrix, peer-to-peer learning and application are integral to a student’s learning experience. We have replicated this approach in our nationally connected online classroom.
BITE-SIZED LEARNING
REAL-WORLD APPLICATION
CASE STUDIES
COHORT-BASED
GRADING & EVALUATION
VIDEO ACCESS
APPLICATION OF LEARNING
CAPSTONE PROJECT
Program BENEFITS
INTELLECTUAL CAPITAL
- Rigorous and experiential curriculum
- Nationally-renowned faculty
- Nationally connected classroom
- Action learning: learning by doing
BRAND CAPITAL
- Certificate of Participation from the Note Matrix Training Course
SOCIAL CAPITAL
- Build new networks through peer integration
- Benefit from diverse class profiles
CAREER CAPITAL
- Personal acceleration through a proven investment strategy
- Earn while you learn
- Grow wealth by spotting opportunities
- Rigorous and experiential curriculum
- Nationally-renowned faculty
- Nationally connected classroom
- Action learning: learning by doing
- Certificate of Participation from the Note Matrix Training Course
- Build new networks through peer integration
- Benefit from diverse class profiles
- Personal acceleration through a proven investment strategy
- Earn while you learn
- Grow wealth by spotting opportunities
Program HIGHLIGHTS
Our approach to this program is to teach the core Note Matrix concepts and then take the learners through in-depth case studies where they will apply these concepts. Key components include video lectures, case studies, and application exercises so the methods are put to use with real-world note investing examples.
170 VIDEO LECTURES
22 MODULES
8 CASE STUDIES
YOUR LEARNING JOURNEY
Always invest with a margin of safety.
Rely on a system, not emotions to drive decisions.
Risk ≠ Reward and Work ≠ Return
- FUNDAMENTALS
- VALUATIONS
- STRATEGIC ANALYSIS
- POTENTIAL PROJECTIONS
- RISK MANAGEMENT
- DISPOSITIONS
SYLLABUS
Lesson 1
Promissory Note - Investing Strategy
*Foundations, framework, and introduction to note asset value overview of the valuation approach and calculating asset value
Lesson 2
Top 10 things to look for when investing in notes
*The methodology to identify and buy notes priced at deep discounts
Lesson 3
How to calculate price
*Understanding the value of scaling capital power and barriers to entry
Lesson 4
How to write initial offer (indicative bid)
*Submit an indicative offer on qualified assets
Lesson 5
Trading Platform Initial Walk Through
*Accept, counter or decline. Begin Due Diligence Review
Lesson 6
How to Search for Assets by Type, State, UPB, Value, Rate, etc.
*In-depth BPO Value Validation
*In-depth Title E&O Review
*In-depth Collateral File Review
*Exam
Lesson 7
How to submit Indicative Bid
*Did the collateral review results warrant price acceptance, counter or reason to cancel.
*Exam
Lesson 8
(Seller Response to Bid) How to Accept, Pass and or Start Due Diligence
*Review Contract
*Exam
Lesson 9
(Post Due Diligence) How to Accept, counter, pass and or Move to Contract and Funding
*In-depth Loan Service Review
*Exam
Lesson 10
DUE DILIGENCE(after bid is accepted)
*"Deep Dive" into outreach campaigns
*NMX "Blueprint" review
*Exam
Lesson 11
CATALYST Retention or Exit Strategy Options- SHOW BLUEPRINT
*Review the results from the Servicer to determine best options
*Exam
LESSONS 12-21: RETENTION OR EXIT STRATEGY OPTIONS
Lesson 12
NOTE SALE
*Review total costs incurred to date. Calculate new to PTV or PTUPB. Run calculations in the Catalyst for potential return.
*Exam
Lesson 13
FORECLOSURE AUCTION
*Review stats & foreclosure timeline and costs. Calculate costs to carry through the timeline. Run calculations in the Catalyst for potential return.
*Exam
Lesson 14
REFINANCE
*Advise Servicer to engage borrower in processes and send package to borrower. Order Appraisal. Confirm value validity. Run calculations in the Catalyst for potential return.
*Exam
Lesson 15
SHORT-PAY REFINANCE
*Advise Servicer to engage borrower in processes and send package to borrower. Order Appraisal. Confirm value validity. Run calculations in the Catalyst for potential return.
*Exam
Lesson 16
HARDEST HIT FUNDS (HHF)
*Advise Servicer to engage borrower in processes and send package to borrower. Order Appraisal. Confirm value validity. Run calculations in the Catalyst for potential return.
*Exam
Lesson 17
LOAN REINSTATEMENT
*Advise Servicer to engage borrower in processes and send package to borrower. Review borrower's financial and workout package. Determine if guidelines are met. Run calculations in the Catalyst for potential return.
*Exam
Lesson 18
LOAN MODIFICATION
*Advise Servicer to engage borrower in processes and send package to borrower. Review borrower's financial and workout package. Determine if guidelines are met. Run calculations in the Catalyst for potential return.
*Exam
Lesson 19, 20 & 21
TRADITIONAL PROPERTY SALE, SHORT SALE OR DEED IN LIEU
*Advise Servicer to engage borrower in processes and send package to borrower. Review borrower's financial and workout package. Run calculations in the Catalyst for potential return.
*Exam
Certificate
Upon completion of the program, participants will receive a verified digital certificate of participation from Note Matrix.
Your digital verified certificate will be issued in your legal name and emailed to you, at no additional cost, upon completion of the program, as per the stipulated requirements. All certificate images are for illustrative purposes only and may be subject to change at the discretion of the Note Matrix.
About Note Matrix
Strategic Note Investing Made Simple is one of the nations leading note training courses and Note Matrix prides itself on its excellent faculty, which provides attendees with superior knowledge and thought leadership across divisions and disciplines. It was established in 2018 to provide note training and professional preparation for both beginner and experienced real estate note investors alike.
Note Matrix is the only strategic note investing group located in north county, San Diego. We offer both live in-person training for those that are able to attend and also an online training for those that prefer to take the course on their own pleasure in the comfort of their home. Note Matrix is a division of Note TradeX and Voltron Capital who collectively are dominating the current real estate note market.
About Note TRADEX
Note Matrix is collaborating with Note TradeX to offer portfolios of bank-owned performing notes, sub-performing notes, non-performing notes, seller carry notes and REO's. The instant access to the aforementioned portfolios provides leverage for note investors to have instant access to available assets to acquire. By collaborating with Note Matrix, we are able to broaden access to buyers that are learning the strategic methods to acquire notes at deep discounts. The Note Matrix approach to teaching is formulated on a cohort-based design to maximize peer-to-peer sharing of knowledge and includes a combination of live teaching with world-class faculty and hands-on project-based learning.
The Learning Experience
We are keeping it interesting and convenient
Our programs are designed to meet the needs of individual learning styles, while also leveraging the power of peer learning. This is achieved through a user-friendly learning platform that enables participants to easily navigate the program content to achieve learning objectives.
Our nationally connected classrooms enable participants to seamlessly interact with their peers to complete group assignments and stay on track toward program completion—having culturally enriching encounters along the way.
Access to program content is flexible and available through multiple devices, allowing working professionals to easily manage schedules and learn remotely—anytime, anywhere. Participants enrolled in the program obtain access to learning materials in a modular approach, with new content released weekly. Program modules include a variety of teaching instruments, such as:
- Video lectures
- Discussions
- Class materials: articles, cases
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Exams
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Quizzes
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Assignments
To further personalize the program modules, live teaching sessions are scheduled during the program, often with Q&A. For participants who are unable to attend these sessions live, a recording is made available so nothing is missed. Our industry-leading learning platform allows participants to create a profile, connect and collaborate with peers, and interact with real estate and note experts such as program leaders, coaches, and teaching assistants. Assignments are often linked to participants' real-note investing situations, making concepts inherently practical.
Program Requirements
Programs may necessitate the usage of various software, tools, and applications. You will be informed about these additional requirements at the registration stage or when the program begins. Our program advisors are also available to respond to any queries about these requirements.
To access our programs, YOU will need the following:
- Valid email address
- Computing device connected to the internet: PC/laptop, tablet, or smartphone
- The latest version of their preferred browser to access our learning platform
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Microsoft Office and PDF viewer to access content such as documents, spreadsheets, presentations, PDF files, and transcripts
Welcome To Note Matrix
Assets
Funding
Exit
Welcome To Note Matrix
We are community of high-performance note investors striving to become the best.
This is where we provide you with all of the resources you will need to use the same investment banking strategies the billion-dollar hedge funds are using.
Assets
The single most important thing to have is access to assets with unlimited inventory!
Funding
With the security of Owning Real Estate Notes it’s easy to take advantage of our JV funding options.
Simply find a deal that fits our guidelines and BOOM! You get the money!
Exit
We have access to over 4,000 investors who are actively buying selling and trading notes all day every day. We run a whole note trading platform where buyers and sellers actively do deals together.
Once you arere ready to sell your assets we will simply start marketing it to our platform of qualified buyers.
Then you will agree on a price, sell the asset, and capture your margins. Easy as that!
We are community of high-performance note investors striving to become the best.
This is where we provide you with all of the resources you will need to use the same investment banking strategies the billion-dollar hedge funds are using.
The single most important thing to have is access to assets with unlimited inventory!
With the security of Owning Real Estate Notes it’s easy to take advantage of our JV funding options.
Simply find a deal that fits our guidelines and BOOM! You get the money!
We have access to over 4,000 investors who are actively buying selling and trading notes all day every day. We run a whole note trading platform where buyers and sellers actively do deals together.
Once you are ready to sell your assets we will simply start marketing it to our platform of qualified buyers.
Then you will agree on a price, sell the asset, and capture your margins. Easy as that!
TRAINING
INFORMATION
THE CATALYSt
MENTORSHIP
TRAINING
We are focused on 1 thing here and it is to Produce High-Performance Note Investors.
If you want to do the exact same thing as the largest investment banks do, then this training is for you!
INFORMATION
24/7 Access From Any Device!
13 Modules
Over 130 training videos instructed by Vesper with over 19 years of experience in real estate finance.
THE CATALYSt
It is a proprietary software designed to analyze the asset of your choice giving you a clear blueprint of what exit strategy you want to use to capture the highest margins.
MENTORSHIP
Each student will get their own mentor when they gain access to our private Facebook group.
We are focused on 1 thing here and it is to Produce High-Performance Note Investors.
If you want to do the exact same thing as the largest investment banks do, then this training is for you!
24/7 Access From Any Device!
Over 130 training videos instructed by Vesper with over 19 years of experience in real estate finance.
It is a proprietary software designed to analyze the asset of your choice giving you a clear blueprint of what exit strategy you want to use to capture the highest margins.
Each student will get their own mentor when they gain access to our private Facebook group.
COLLABORATION
PERFORMANCE
COLLABORATION
The network we get you plugged into is one of the most valuable assets we’ve created so far. This is a perfect place to get known out in the note investing world!
It’s not who you know… it’s who knows you!
When you get plugged into our team, you’ll start to get known in this space. The higher you perform, the higher level deals you will gain access to.
PERFORMANCE
Our #1 Mission is to Train High-Performance Note Investors by providing you with the highest quality training, tools, network and infrastructure to accelerate your success as a note investor.
The network we get you plugged into is one of the most valuable assets we’ve created so far. This is a perfect place to get known out in the note investing world!
It’s not who you know… it’s who knows you!
When you get plugged into our team, you’ll start to get known in this space. The higher you perform, the higher level deals you will gain access to.
Our #1 Mission is to Train High-Performance Note Investors by providing you with the highest quality training, tools, network and infrastructure to accelerate your success as a note investor.
Disclosure: Information contained herein should not be considered professional financial investment advice. The ideas and strategies should never be used without first assessing your own personal and financial situation, or without consulting a financial professional.
Copyright © 2020 - Note Matrix