November 22, 2023

How to Invest Through Notes, with Bob Leonetti

Episode 150:

Bob Leonetti has helped more regular people just like you to make money with real estate paper and low money down note and paper strategies than almost anyone else in the United States. With more than 18 years teaching/coaching experience, thousands of satisfied students, 8 books and countless educational seminars, video, audio and other real estate finance products to his credit, no one knows ins and outs of the note and paper business like Bob does.

He’s a former Mortgage Banker and currently president of Austin-based SMI Funding, a spinoff from the company he founded in 1992 and took public in 2000: Success Financial Services Group. Bob has presented on almost every major real estate stage in the industry, including Ron LeGrand, Chris McLaughlin & Nathan Jurewicz, Scott Meyers, Richard Roop and Ben Pargman, to name just a few.

Bob is involved in numerous private money raising deals and through notes, regularly assists private lenders in obtaining returns far in excess of what they could earn in traditional bank type investments. Regularly buying paper all over the country, Bob’s creation of Paper Power is the culmination of 18 years in the paper buying industry.

Bob’s community involvement includes ongoing support of the Toys for Tots program of the United States Marine Corps, which provides Christmas gifts to children. He currently pursues his passion for travel by “getting away” whenever he can, and his music passion by performing with various choral groups, the most recent of which is the Austin Symphonic Choir.

He currently refers to himself as a “recovering” mortgage banker, and spends his time pursuing his passions of real estate investing, writing, teaching, and of course, cooking and winemaking.

What you’ll learn about in this episode:

  • What it means to be in the note business
  • How you can utilize notes to receive payments for cash
  • How to sell a house with owner financing, sell a note, and cash out
  • What the difference is between loan to value and investment to value
  • Bob’s deep dive into the process and how to create liens to keep a steady cash flow


Additional Resources:

  • Bob’s personal number: 512-970-7620

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