How to Set Your Investment Criteria
Note investing criteria: how to define what you buy and why, so every deal fits a repeatable strategy instead of becoming 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.
Get personalized guidance for your note investing strategy from industry experts.