The Five Tenets of Real Estate And Note Investing From The Masters

My goal and message for you for the new year – “The Voice of Reason”

In my former life as a frustrated after tax wage slave, I committed to myself that I would do everything humanly possible to break free of my pathetic economic condition  –

As Jack Miller put so eloquently “I would rather eat bark off trees than say “yes sir” to someone I did not respect, ever again” this is exactly how I felt.

After much trial and failure I managed to track down who I consider to be “the masters of the real estate and note investing industry.”  They were all extremely smart, experienced, successful long term investors and had the highest levels of integrity.  I spent the next decades attending every event they offered – no matter where or what it took to get there.  I read and reread everything they wrote.  I built relationships with many of them and with other students in these meetings that I learned to trust and respect.  I now consider my friendships with these people to be among the most important assets in my life.  Do I know everything? far from it – but my rolodex has someone in it who has the answer to almost every challenge out there.  Let’s call it “relationship capital” and once again – it is by far the most valuable asset I have.

Are the great educational leaders of the industry still out there?  Yes, there are a few – but as always – the real estate and note investment education field is littered with self serving, greedy con men designed to cash in on the hype created by the current investment marketplace as unsuspecting, inexperienced investors are fleeced as they get caught up in their deceptive webs.

My goal is to provide “A Voice Of Reason”  to investors – Knowledge and experience are your best defense against being steered down the wrong path – I don’t have all of the answers – but I have and will continue to show you what is working for metoday.

My site is about just that, “Real Estate and Note Investing”.  Do you really need both real estate AND notes in your investment strategies? Isn’t real estate a hands on, time and tenant management intensive exercise, that will age me before my years?

As always – I will explain MY investment strategy and why I feel that both are critical to your long term success and financial freedom.

As you know from my writings, today I am a huge fan and active investor in the discounted note space.  The opportunity right now with the banks dumping unwanted debt for pennies on the dollar is unprecedented and I am very active right now buying and fixing these broken notes.


Those old, self made, weathered rich guys that we admire with huge passive incomes and large free and clear portfolios are rarely “note guys”, they are (and have been for decades) “Buy and Hold” REAL ESTATE investors.  We will continue to come back to this point.

I made a presentation to an investment group and tried to define the essence of what I have learned from the masters of real estate and note investing over the last 25 years.  Below is a brief summary – As we move forward I plan to write in great detail about each of these topics.

The Five Tenets of Real Estate And Note Investing From The Masters

The Single Family House

The best collateral on the planet – This asset class is the cornerstone of the investment strategy of the masters – Why? Compared to what? We will discuss the following advantages in detail:

Available –

Financeable –

Least Management –

Desirable –

Safety –

Buy And Hold

The Miracle of Compounding (speculators never experience this most important phenomenon in building wealth)

Are you a speculator or an investor? – Can you even define the two? (most think they are investors – the masters disagree)

Tax Free / Tax Avoidance

1031 Exchange – Give half of your profits to the government or “trade your asset” and pay no taxes

Section 121 – The story of the fixer couple that owner occupied and moved every two years – legally paid no taxes and built a fortune

IRA’s and other retirement vehicles – Trillions of dollars of “lazy and eager” money await the honest, competent entrepreneur who understands how to tap into and build this resource with “win/win” investment solutions

The Numerous Tax Advantages Of Real Estate Ownership – Depreciation and Expenses write offs / Full time real estate entrepreneur tax deductions are unlimited – shelter your income – buy more property and notes

The Option

Low risk and a leveraged return – most powerful wealth building strategy

All the benefits and more, with none of the ownership, management, liability or risk

Avoid Banks

Understand the risks and burdens of bank financing – the smarter you get and more you think about this, the more you will gravitate towards finding creative ways to avoid banks

Seller Financing – Never a time in my 25 years where the time was better to take advantage of this opportunity – the possibilities that can be created here are nothing short of amazing – ever thought it was possible to create a “zero interest loan” on a single family house acquisition? (how might that effect your cash flow and ability to create a free and clear asset that pays you every month and appreciates and compounds forever) – the possibility of “substituting collateral” (moving your best private loans to your “keeper” properties to quickly make them cash positive and free and clear) These options are some of the most powerful known in building a free and clear portfolio of property and “cannot be done” with traditional bank financing

Private Money – IRA’s and other retirement funds – make them your personal bank

Privacy and Financial Friends

We are targets for revenue greedy politicians and government officials, hungry lawyers, tenants, and a host of others – learn to make yourself and your financial friends protected and wealthy

To your prosperity,

Gordon Moss

Quixote Ventures, Inc

“The Voice of Reason”