EP 159: Should You Invest in a Mortgage Note Fund or Buy Notes Yourself? episode artwork

EPISODE · Jun 5, 2026 · 21 MIN

EP 159: Should You Invest in a Mortgage Note Fund or Buy Notes Yourself?

from Mortgage Note Investing Weekly · host Rick Allen & Brett Burky

Should you invest in a mortgage note fund or build your own portfolio of mortgage notes?In this episode of the Paperstac Podcast, Brett Burky and Rick Allen break down one of the most common questions in the note investing industry: Is it better to invest passively through a mortgage note fund or actively purchase mortgage notes yourself?Both strategies can generate attractive returns, passive income, and portfolio diversification, but they come with very different levels of risk, control, liquidity, and time commitment.In this episode, you'll learn:✅ What a mortgage note fund is✅ How mortgage note funds generate returns✅ The benefits of passive investing✅ The advantages of owning mortgage notes directly✅ Risk factors investors should consider✅ How much control you have in each strategy✅ Expected returns and investment structures✅ Which strategy may be best for beginners✅ How experienced investors use both approachesWhether you're looking for passive income, alternative investments, retirement portfolio diversification, or ways to build long-term wealth, understanding the differences between mortgage note funds and direct note investing is critical before deploying capital.Topics Covered:* Mortgage Note Funds* Note Investing* Mortgage Notes* Passive Income* Alternative Investments* Real Estate Investing* Seller Financing* Distressed Debt* Private Lending* Investment Funds* Cash Flow Investing* Retirement Investing* Self-Directed IRAs* Wealth Building Strategies* Real Estate NotesBy the end of this episode, you'll have a clear understanding of the pros and cons of each approach and be better equipped to decide whether passive investing through a fund or actively buying mortgage notes aligns with your investment goals.📚 Learn more about mortgage note investing:https://pstac.co/intro-to-note-investing🏠 Browse mortgage notes for sale:https://paperstac.com🎙 Listen to the Paperstac Podcast:https://pstac.co/podcastSubscribe for weekly content covering:* Mortgage Note Investing* Passive Income Strategies* Real Estate Investing* Seller Financing* Distressed Debt Investing* Alternative Investments* Wealth Building* Industry News and Trends#MortgageNoteFund #NoteInvesting #MortgageNotes #PassiveIncome #AlternativeInvestments #RealEstateInvesting #SellerFinancing #DistressedDebt #Paperstac #InvestmentFund #CashFlowInvesting #SelfDirectedIRA #WealthBuilding #PrivateLending #FinancialFreedomFollow Us On These Platforms:👇Facebook: https://pstac.co/facebookLinkedin: https://pstac.co/linkedinTwitter:  https://pstac.co/twitterTikTok: ...

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Should you invest in a mortgage note fund or build your own portfolio of mortgage notes? In this episode of the Paperstac Podcast, Brett Burky and Rick Allen break down one of the most common questions in the note investing industry: Is it better to invest passively through a mortgage note fund or actively purchase mortgage notes yourself? Both strategies can generate attractive returns, passive income, and portfolio diversification, but they come with very different levels of risk, control...

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EP 159: Should You Invest in a Mortgage Note Fund or Buy Notes Yourself?

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This episode is 21 minutes long.

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This episode was published on June 5, 2026.

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