July 17, 2025

Invest like the Bank: Advanced Note Investing with Fred Moskowitz - Episode 351

Invest like the Bank: Advanced Note Investing with Fred Moskowitz - Episode 351

In this powerful follow-up episode, Curtis May welcomes back seasoned investor and educator Fred Moskowitz to dive deeper into the world of note investing. You’ll learn how to stop thinking like a borrower and start acting like a bank—using private notes to build steady, secured income and true financial control.

 

Highlights

  • Why note investing beats traditional rentals (without the 2 AM toilet calls)

  • How to use Self-Directed IRAs to fund note purchases tax-free

  • Key metrics to evaluate before buying a note

  • Where to source quality performing and non-performing notes

  • The biggest mistakes beginners make (and how to avoid them)

  • Why the next 5 years could be a golden age for private lending

  • Whether you’re a passive investor, real estate professional, or just tired of Wall Street volatility—this episode will show you how to "Be the Bank."

  • 📘 Fred’s book: The Little Green Book of Note Investing

  • 🌐 Learn more: www.fredmoskowitz.com 

 

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