[LIVE] Seller Financing MASTER CLASS for Sellers, Tired Landlords, High & Low Equity Solutions

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

27:29

Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…

год назад 4:07

MP3•Главная эпизода

sell quickly and easily for the highest possible price
defer most of their capital gains (use the 1031 exchange to defer all capital gains)
earn interest on the IRS' money
have great income for retirement (often much more than you were netting in rent)
leave a great inheritance for heirs and beneficiaries
access to liquidity... done properly and intentionally, you can sell all or part of the payment stream for cash for little to no discount

Most sellers who offer owner financing have NO IDEA that anyone would want to buy their note. Their real estate agent or broker doesn't tell them, their title company doesn't tell them, their attorney doesn't tell them, their financial advisor doesn't tell them.

They find out several weeks after the closing when they start getting postcards and letters in the mail offering to buy their note. But by then, the value of their note is baked in. The terms can't be modified to make the note more valuable.

This often costs the seller (who traded real estate for a promissory note) tens of thousands, even hundreds of thousands of dollars.

Only someone who regularly buys notes for their own portfolio is qualified to help you and your other trusted advisors create a note that is right for you short term and long term.

98 эпизодов

[LIVE] Seller Financing MASTER CLASS for Sellers, Tired Landlords, High & Low Equity Solutions

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

39 subscribers

published год назад

MP3•Главная эпизода

sell quickly and easily for the highest possible price
defer most of their capital gains (use the 1031 exchange to defer all capital gains)
earn interest on the IRS' money
have great income for retirement (often much more than you were netting in rent)
leave a great inheritance for heirs and beneficiaries
access to liquidity... done properly and intentionally, you can sell all or part of the payment stream for cash for little to no discount

This often costs the seller (who traded real estate for a promissory note) tens of thousands, even hundreds of thousands of dollars.

Only someone who regularly buys notes for their own portfolio is qualified to help you and your other trusted advisors create a note that is right for you short term and long term.

98 эпизодов

Все серии

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Each Seller Financed Real Estate Transaction Gives Birth to a Little Baby Note!! 45:07

16 weeks назад45:07

45:07

Yes, out of every owner financed transaction, a new little note 'baby' is born. Whether it is healthy and strong, or frail and sickly is dependent upon the genetics, the DNA, of the note and the circumstances under which it was conceived. I guess it's nature vs nurture ;-) Linktr.ee/DawnRickabaugh NoteQueen.com Apply for Mentorship…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Property & Paper [LIVE] Real Estate and Note Investing Q&A and Training 41:40

17 weeks назад41:40

41:40

Another great session where we talk about seller financing and how it connects real estate investing and note investing. All of you make it what it is!! We are ramping up to be ready for whatever 2025 brings. Creative real estate strategies, especially with knowledge of the secondary market for notes (the note business) will make the difference between those who barely survive and those who thrive. Linktr.ee/DawnRickabaugh NoteQueen.com Apply for Mentorship…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
What's Happening with Real Estate? Could it be Time to Take Profits? Are you Ready? 57:49

25 weeks назад57:49

57:49

What would be more painful? Theoretically missing out on some (maybe phantom?) upside? Or losing the equity you have on the table right now? Even if you wait for prices to go higher, and they do, that will mean everything else will cost a lot more, too, so will you really be that much more ahead? If you don't feel ready to weather a financial storm, are unsure of your W2 job, etc, it could be time to take some profits off the table. Seller financing could make sense as part of your strategy, but holding some cash could also be a smart idea. Ideally, you'd be diversified out of the dollar into some precious metals and Bitcoin and other crypto blockchain projects. https://notequeen.com https://PropertyAndPaper.com…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
[LIVE] Seller Financing MASTER CLASS for Sellers, Tired Landlords, High & Low Equity Solutions 4:07

26 weeks назад4:07

4:07

Real estate sellers, landlords and those who have no equity and just want out from under their payments, this class is for you. Many high equity sellers and tired landlords are de-risking and using the installment sale (IRC 453), seller financing to: sell quickly and easily for the highest possible price defer most of their capital gains (use the 1031 exchange to defer all capital gains) earn interest on the IRS' money have great income for retirement (often much more than you were netting in rent) leave a great inheritance for heirs and beneficiaries access to liquidity... done properly and intentionally, you can sell all or part of the payment stream for cash for little to no discount Most sellers who offer owner financing have NO IDEA that anyone would want to buy their note. Their real estate agent or broker doesn't tell them, their title company doesn't tell them, their attorney doesn't tell them, their financial advisor doesn't tell them. They find out several weeks after the closing when they start getting postcards and letters in the mail offering to buy their note. But by then, the value of their note is baked in. The terms can't be modified to make the note more valuable. This often costs the seller (who traded real estate for a promissory note) tens of thousands, even hundreds of thousands of dollars. Only someone who regularly buys notes for their own portfolio is qualified to help you and your other trusted advisors create a note that is right for you short term and long term. Sign up for the Seller Financing Master Class for Sellers at www.Linktr.ee/DawnRickabaugh…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Licensing and Compliance Building Passive Income in the Note Business | Guest Madison Management 47:20

30 weeks назад47:20

47:20

This episode is RICH with important information you need to know to survive the note business. Sellers who offer owner financing are far less regulated, especially if you only do a small number of seller carry transactions. But for those buying notes, there's more to know that you might imagine! Make sure to get these note business insider tips, and pick up a copy of my seller financing course for landlords and other real estate sellers: Seller Financing for Power, Peace and Profits . To join live and ask your own questions or have your own situation analyzed, be sure to subscribe over at NoteQueen.com To register for the next upcoming seller financing live call, Property (real estate) & Paper (notes) visit: PropertyAndPaper.com ! And visit the Note Queen store to see what we have to offer: https://notequeen.com/shop…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Seller Financing Guide | Should I Offer Owner Financing and How Can I Stay Out of Trouble 4:49

30 weeks назад4:49

4:49

Jeff brings up a good point here... attorneys, title companies and real estate brokers might know how to walk you through the mechanics of a seller financed real estate transaction, but unless they actively buy mortgage notes for their own portfolio, they don't know how to help you put the deal together in a way that makes it the most valuable... they have NO IDEA what your note would sell for on the secondary note business market. Loan originators and licensed servicers also can have insight as to specific compliance issues, but first you have to know if seller financing is even for you. First step: based upon your goals, objectives and unique personal circumstances, I will help you decide if owner financing is for you, if your plan is solid, or will end up costing you thousands. If you might need money sooner than later, we can set you up to sell your note for minimum discount while still helping you keep your own private pension and passive retirement income. Second step: have an attorney in your state provide boiler plate documents. Then I will review it and make sure the numbers are right, and make sure special clauses and terms are inserted that will give you every advantage. Third step: double check for compliance with the interest rate you are charging, late fees, and other things that make your note water tight so you'll never find yourself standing in front of a judge, or facing a steep fine. Make sure to get these note business insider tips, and pick up a copy of my seller financing course for landlords and other real estate sellers: Seller Financing for Power, Peace and Profits . To join live and ask your own questions or have your own situation analyzed, be sure to subscribe over at NoteQueen.com To register for the next upcoming seller financing live call, Property (real estate) & Paper (notes) visit: PropertyAndPaper.com ! And visit the Note Queen store to see what we have to offer: https://notequeen.com/shop…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Texas Attorney Scott Horne and I Talk About the History of Creative Real Estate and Why You Need It 39:14

33 weeks назад39:14

39:14

This interview was a delight. I love talking to people who have been around a few real cycles who have seen it all. The ability to navigate seller financing and real estate transactions creatively during times of market chaos or uncertainty are the ones who not only survive, but thrive. Be sure to check out Scott's: TheOwnerFinanceNetwork.com Creative real estate and note investing are powerful tools, and you need to understand how to balance risk and reward and position for safety regardless of what happens in the market.…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Real Estate Notes Seller Financing and Foreclosure Scenarios | Live Real Estate Tips Q&A Session 57:06

35 weeks назад57:06

57:06

In this fabulous session of Property and Paper Live we discuss so so many interesting things. Thank you to all who showed up live to contribute with questions, answers, and great information, I appreciate you so much! For a DIY do it yourself seller financing guide and course please check out Seller Financing for Power Peace & Profits . To watch the video for seeing the financial calculator, subscribe to my You Tube Channel To see what I have to offer, you can visit NoteQueen.com/shop . Linktr.ee/dawnrickabaugh…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Foreclosing on a Private Real Estate Loan from First Position When You Want the Property 48:39

36 weeks назад48:39

48:39

In this session of Property & Paper Live, Ken brings up a pending foreclosure. He really wants the property, and is considering bidding at the Trustee Sale. There is a 2nd that is in danger of being completely wiped off. He could offer to buy the 2nd at a discount and foreclose from that position to greatly increase his opening bid and almost guarantee he'd get the property with the opening bid. But then he'd have to start the foreclosure timeline over again. Maybe if he'd thought of that earlier on, it would have been a good option. We also talk with others on the call and end with sharing a way to get help submitting owner financing offers so you can buy your home or investment property without asking a bank for a loan!…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Make Better Seller Financing Offers with David Olds of EZREIclosings.com 45:33

40 weeks назад45:33

45:33

Why not ask for zero down? I'm going to quit being so squeamish. My interview with David Olds contains a lot of great gems, and some great reminders of getting back to basics, slowing down, and talking just one Mom 'n Pop to another for success all around. Check out David's EZ real estate closings service Come sign up over at NoteQueen.com Get help with your seller financing offers: SellerFinancing.Services Boomer Real Estate Rescue: Double the Income You're Collecting in Rent…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Tracy Z is in the House! Talking Shop and Note Investing - Insider Note Business History Revealed 37:23

41 weeks назад37:23

37:23

Tracy Z is a veteran of the note industry and she brings all her years of experience to talk about what she sees happening in the market, and how she helps others learn about the note business and get started investing in notes. We both love partials and wraps! It was fun for me to hear some of her history, as I came to the industry in the mid 90's, and she was a seasoned professional by then. I always wondered what happened to Metropolitan. They dominated back in the day, but had rolled up shop before I was actively participating in the note business. Thanks, Tracy! Great to rub shoulders with like-minded people in this space. I highly recommend anyone new to note investing check out what she has to offer over at http://noteinvestor.com My best Dawn http://notequeen.com…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
What Could Real Estate Investor Seller Financing Svetlana Do to Get a Better Price for her Note? 49:18

42 weeks назад49:18

49:18

Lots of great conversation made possible by Svetlana, who brought us her scenario. She moved across the country to fulfull her dream of investing in notes. That's some grit and determination, folks! When you offer seller financing, you can get much more for your property. Learn more over at NoteQueen.com or BoomerRealEstateRescue.com…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Should I Buy My First Note on PaperStac or Create My Own? 50:59

42 weeks назад50:59

50:59

Positioning a portfolio for more cash flow before retirement kicks in. Looking at getting some property free and clear, and converting one or two into notes.

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Monarch Minute: Is It Time to Take Profits and Position Your Portfolio to Survive the Meltdown? 4:52

44 weeks назад4:52

4:52

I am reminded of a story that Gordon Moss told me years ago... Derisking and being very conservative allowed him to sail through the great financial crash of 2008, whilst his counterparts lost everything during the blood bath. We don't know what's coming, so position accordingly. If real estate prices drop by 30%, or if rents go down while taxes and insurance keep going up would stress you out, it's time to consider taking some profits off the table. You may want to convert some of your real estate into notes and be the lender on your properties instead.…

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

1
Monarch Minute: Are You Ready for the Next Solar Flare? 1:34

46 weeks назад1:34