EPISODE · Jan 9, 2026 · 32 MIN
Ep 149 Missed This HUGE Investment Opportunity in 2025
from Real Estate Notes Show: Note Investing | Seller Financing · host JKP Holdings LLC: Dave Putz and Nathan Turner
**Welcome to 2026! Our Goals, Lessons & What's Coming**Dave and Nathan kick off 2026 with a candid review of their 2025 goals—what they crushed, what they missed, and the lessons learned along the way.**Episode Highlights:**- DSCR loan success: Funding landlords with equity in their properties- DME Conference: Lower attendance but higher quality connections- The hard money lending opportunity they regret missing- Nathan's capital raising challenges and lessons on personal involvement- Personal wins: 10,000 push-ups and conquering Mount Rundle**2026 Goals Revealed:**- Dave's upcoming book for note creators- Expanding into the seller finance community- AI automation tools for note investors- Growing DME conference to 300 attendees- Deploying $3M+ into performing loans**Key Takeaways:**- SMART goals framework for note investors- Why networking and referrals drive this business- Warning signs on wrap notes and sub-to deals- How to create marketable notes from day oneNext episode features Jay from BiggerPockets—don't miss it!(00:00) Introduction(00:52) Reflecting on 2025(02:15) Why Goal Setting Matters(04:03) DME Conference Results(05:50) DSCR Loans Success(08:31) Missed Hard Money Opportunity(09:23) Capital Raising Challenges(10:30) Personal Goals and Family(12:11) 10K Push-ups & Mount Rundle(13:21) 2026 Show Plans(15:21) SMART Goals Framework(17:37) Fund Deployment Strategy(19:21) Wrap Notes Warning(21:19) AI Automation Goals(23:43) Dave's Upcoming Book(25:58) Note Buying Goals(28:25) Seller Finance Outreach(31:57) Next Episode Preview
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Ep 149 Missed This HUGE Investment Opportunity in 2025
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