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Q4 Note Buying Playbook: Capital Raising, Asset Managers & Marketing

Q4 Note Buying Playbook: Capital Raising, Asset Managers & Marketing

Author: Scott Carson September 15, 2026 Duration: 45:14
The Note Closers Show - The #1 Podcast for Note Investing
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As Q4 approaches, banks and special asset managers become highly motivated to offload performing and non-performing mortgage notes off their balance sheets. If you want to capitalize on this upcoming surge of inventory, you cannot wait until January to start marketing—you must prepare your pipeline right now.


In this episode of The Note Closers Show, host Scott Carson shares the 5 essential steps you need to take over the next 90 days to position your note business for maximum success. Whether you are balancing a full-time job, looking to scale your active deal flow, or raising private capital, Scott breaks down low-cost, repeatable action items to keep your funnel full and convert leads into deals.


Key Topics Covered:

  • Capitalizing on the Q4 Asset Surge: Why banks offload inventory between September and March, and how to position yourself to capture these discounted tapes.
  • Budget-Friendly Local Networking: Using BNI groups and local real estate clubs to prime the pump, raise capital, and build referral networks—even in smaller or rural markets.
  • Consistent Database Marketing: Why your database is your most valuable asset, how to avoid lost contacts, and why 80% of sales occur after the fifth touchpoint.
  • Asset Manager Outreach & Re-engagement: Utilizing tools like LinkedIn and Octopus CRM to stay top-of-mind with secondary marketing managers and seller tapes.
  • Targeting Niche Capital Sources: How to market directly to self-directed IRA investors and leverage foreclosure lists to source deal-level funding.
  • REO & Note Exit Strategies: Evaluating wholesale deals versus owner financing, avoiding multi-party deal complications, and using RMLOs for regulatory compliance.
  • Time Management & Consistency: Setting up automated daily workflows for busy investors juggling full-time jobs, local networking, and due diligence.


Stop sitting on the sidelines hoping for deals to fall into your lap. Take control of your calendar, plant your marketing seeds today, and prepare your business for a profitable fourth quarter! 


Watch the Original Video HERE!


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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: 50

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The Note Closers Show - The #1 Podcast for Note Investing
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