April 28, 2022

A Beginners Guide to First Lien Position Notes and How To Invest in Them with Heather Dreves - Episode 218

A Beginners Guide to First Lien Position Notes and How To Invest in Them with Heather Dreves - Episode 218

I interviewed Heather Dreves and we discussed how to do Due Diligence, a 3rd party company called Verivest. She shared information regarding buying notes and what are the important things to know before investing. Curtis’s motto is that what you...


I interviewed Heather Dreves and we discussed how to do Due Diligence, a 3rd party company called Verivest. She shared information regarding buying notes and what are the important things to know before investing.

Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 


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Show Notes

  • Who is Heather Dreves?
  • The different types of clients Heather is usually working with
  • What the four asset classes are
  • Using self-directed IRAs to grow accounts tax deferred
  • Understanding who your borrower is
  • The reason for giving foreclosure notices
  • What the process of buying notes to foreclosures work
  • The downsides of buying notes
  • Is the fund more of a appreciation or cash flow back into the IRA
  • The two funds available for their company
  • Purpose of doing compliance with operators handling your money
  • Educating clients who want to start investing in real estate
  • How to reach out to Heather


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