How You Can Become 
HIGH-PERFORMANCE Note Investor in as Little as Two Months...

NO MATTER YOUR EXPERIENCE IN INVESTING...

WHAT IS NOTE MATRIX?

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
High-Performance Note Investing
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!

Let Us Help You Become One Of Them!

Introducing 

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 is “Note Investing” and why does it matter? The answer may surprise you because it’s NOT always about location. In module 6 you'll understand why!
  • 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.
  • ​Use smart investment deal structures with joint venture partners.
  • 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.
  • Evaluate rental income properties.
  • ​Evaluate fix & flips.
  • ​Use smart investment deal structures with joint venture partners.
Who Should Attend
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.
Participant Profile
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
  • ​Beginning Note Buyers
  • Experienced Note Buyers
  • Aggressive Investors
  • Passive Investors
  • ​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

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

STUDENT RESOURCES

APPLICATION OF LEARNING

CASE STUDIES

VIDEO ACCESS

COHORT-BASED

MASTER MIND

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.

VIDEO LECTURES

MODULES

CASE STUDIES

YOUR LEARNING JOURNEY

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.

Always invest with a margin of safety.

 Rely on a system, not emotions to drive decisions.

 Risk ≠ Reward and Work ≠ Return

SYLLABUS

SECTION 1: PRE-REQUISITE

Lesson 1: 12 Acronyms You Must Learn

These 12 acronyms are vital to your survival in the note investing space. You must learn and master them.

Lesson 2: Real Estate Investing vs. Banking

There's a big difference between Real Estate investing and Investment Banking. This lesson will show you the power of banking.

SECTION 2: BEHIND THE SCENES

Lesson 1: Promissory Note - Investing Strategy 

Foundations, framework, and introduction to notes. This is where it all gets exciting!

Lesson 2: Debt Transfer of Ownership

In this lesson you'll learn how Transferring the ownership of debt works. 

Lesson 3: Loan Performance

Performing, Non Performing, Sub Performing all very important to understand.

Lesson 4: Difference between Judicial State and Non-Judicial State

Different states have different laws. Make sure you know them before working in that state!

Lesson 5: Average Loan Types

There are many different types of loans. We suggest to stick to the best ones for this strategy.

Lesson 6: Top 5 Places to Find Notes

Where do you get a note? In this lesson we'll go over the different places you can find notes. 

SECTION 3: PORTFOLIO REVIEW - DATA TAPE

Lesson 1: What is a Data Tape? 

Everything you need to move forward should be in the data tape. 

Lesson 2: Top 10 things to look for

Where do you even start? Here are the top 10 things to look for.

Lesson 3: How to Calculate Price

When you're going to go place a bid, you need to calculate price accurately. 

SECTION 4: TRADING PLATFORM

Lesson 1: Trading Platform Initial Walkthrough 

The first introduction to the Note Trading Platform. 

Lesson 2: How to Search for Assets by Type, State, UPB, Value, Rate, etc.

Searching for assets has never been easier. 

Lesson 3: How to Submit Indicative Bid

Easily submit your bid to start the Due Diligence process. 

Lesson 4: (Seller Response to Bid) How to Accept, Pass and or Start Due Diligence

2 way communication between buyer and seller to accept the bid and get collateral files.

Lesson 5: (Post Due Diligence) How to Accept, counter, pass and or Move to Contract and Funding

Finished with DD. Great, let's move to funding! 

Lesson 6: Finalizing Trades

Wrapping up the process and pushing everything through.  

SECTION 5: DUE DILIGENCE (AFTER BID IS ACCEPTED)

Lesson 1: Due Diligence Pre-Acquisition

Due Diligence before you get into purchasing the note is vital. It can uncover all kinds of information vital to making the deal happen.... or not.

Lesson 2: Due Diligence Post-Acquisition

After acquiring the note there's even more things that can come up that can be grounds for re structuring of the deal if certain information is uncovered.

SECTION 6: CATALYST & EXIT STRATEGY OPTIONS

Lesson 1: Catalyst Intro

Introduction to the calculator that will give you a breakdown of each exit strategy.

Lesson 2: Foreclosure Auction

The last thing we want to do is foreclose. But in the rare case that we do our calculations are ready for it.

Lesson 3: Foreclosure Auction Continued 

Making sure we exit with maximum profits and also making sure it gets sold at the auction is the main goal.

Lesson 4: Refinance & Short Pay Re-Fi - Positive/Negative Equity

Refinancing the asset is a great way to keep the borrower in the house and flip a performing loan.

Lesson 5: Reinstate

The great thing about owning the debt is now we have control over the outcome for the borrower. We can have them reinstate and resell a performing loan. One of the easiest things to do for a 40-60% return.

Lesson 6: REO

We're not in the business of owning real estate. We're in the business of owning the debt. In some cases we do end up owning the property. There's nothing wrong with that, as we just sell it and re invest into more notes.

Lesson 7: Fix and Flip

If the REO isn't sellable as is, we can re build it like a traditional Fix and Flip sell it and get our capital back into notes.

Lesson 8: Fix, Hold, Rent

This isn't a popular option, but it's defiantly doable and available. Remember, we're a bank, not a landlord. We're in the business of multiplying money not taking care of tenant, toilets and termites.

Lesson 9: Buy Fix Seller Finance

This is an upgrade to Fix Hold Rent. Reason being is now we've become the bank. We've financed the house and created a performing note we can go resell. 

Lesson 10: Wholesale

Flipping a wholesale note is an easy way to flip the high volume of notes coming across your trading desk. 

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

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

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
  • ​Exams
  • ​Quizzes
  • ​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
  • Microsoft Office and PDF viewer to access content such as documents, spreadsheets, presentations, PDF files, and transcripts
  • 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
  • Microsoft Office and PDF viewer to access content such as documents, spreadsheets, presentations, PDF files, and transcripts
  • 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 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! 

    MENTORSHIP

    Each student will get their own mentor when they gain access to our private Facebook group.

    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!
    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.

    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. 
    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 © 2021 - Note Matrix