Performing Note Case Study: San Antonio Owner-Financed Note Deal

Performing Note Case Study: San Antonio Owner-Financed Note Deal

Author: Scott Carson April 2, 2026 Duration: 37:55
The Note Closers Show - The #1 Podcast for Note Investing
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Mastering the Numbers: A San Antonio Performing Note Case Study


Welcome back to another episode of The Note Closers Show! Today, we are diving into the "nuts and bolts" of a specific performing note deal right here in San Antonio, Texas. While many investors focus solely on non-performing debt, there is a massive opportunity in acquiring seasoned, performing paper at a discount to create immediate cash flow and long-term equity protection.


In this episode, we move past the theory and look at the actual math behind a six-figure note investment. We break down why a specific offer was made, how the property value supports the debt, and the importance of third-party servicing in keeping your portfolio "set and forget". Whether you are a seasoned investor or just starting to explore the secondary market, this breakdown of a Bexar County asset will show you how to find the "win-win" in every transaction.


Key Highlights from the San Antonio Case Study:


  • The Anatomy of a the Offer: We break down the calculation behind a my discounted offer on a performing note, which represents approximately 78 to 80 cents on the dollar for the asset.


  • Evaluating Property Equity: An analysis of the relationship between the purchase price and the $215,000 underlying value, ensuring the investment is "sitting pretty" with a strong protective equity cushion.


  • The Importance of Seasoning: Why we targeted this specific note for its payment history and "seasoning," making it a lower-risk profile for investors looking for consistent returns.


  • Third-Party Servicing Benefits: A discussion on why utilizing professional third-party servicing is a non-negotiable part of our strategy to ensure compliance and ease of management.


Looking to put some "Lazy Assets" to work for yourself or into a deal like this? Book a call with me to find out what you need to get started.



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Scott Carson brings his deep experience as a seasoned investor directly to you in The Note Closers Show-The #1 Podcast for Note Investing. This isn't about general real estate chatter; it's a focused dive into the specific, often overlooked niche of note investing. Each episode is built on the practical premise of acquiring control of real estate assets at significant discounts, not through traditional property management, but by understanding and investing in the debt behind them. You'll hear Scott break down complex strategies into actionable steps, sharing the nuances of evaluating, purchasing, and profiting from mortgage notes. The discussions are geared toward investors and entrepreneurs who are serious about expanding their portfolio options beyond conventional methods. Tune in for candid conversations about market trends, due diligence, risk assessment, and the real-world stories of deals that worked and those that didn't. This podcast serves as a direct line to advanced tactics and foundational knowledge, all aimed at building your confidence in this unique segment of the investment world. If you're looking to move past theory and into the practical mechanics of building wealth through notes, Scott Carson provides the roadmap in every episode.
Author: Language: en-us Episodes: 100

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