How to Set Your Investment Criteria
Building a successful note business starts with clarity — knowing exactly what you buy and why you buy it. Without a defined investment strategy, every deal becomes a gamble.
Building a successful note business starts with clarity — knowing exactly what you buy and why you buy it. Without a defined investment strategy, every deal becomes a gamble.
In this episode, we show you how to build your personal buy box — the specific note types, property profiles, and borrower situations that match your goals and your skill set.
🔍 What you’ll learn:
✅ How to define your ideal lien position, performance status, and property type
✅ Why geography matters — and how judicial timelines change everything
✅ What to include (and exclude) from your borrower profile
✅ How to turn your investment criteria into systems and filters
✅ Why consistency and discipline are more valuable than chasing deals
This program is for informational purposes only and should be independently verified before taking action.
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