Buying Distressed Mortgage Notes, with Martin Saenz

Buying Distressed Mortgage Notes, with Martin Saenz

Episode 272:

Martin Saenz is a Managing Partner of Bequest Funds, a professional note investor and an author. Martin is a successful entrepreneur and real estate investor with over 15 years of experience. He gives insightful tips on how to use note investing to create a stream of passive income and delivers high-level strategies that help investors find the best opportunities in the market. Martin brings social good into smart investing by helping investors grow their wealth and helping mortgage borrowers stay in their homes. His tips and strategies help those who are looking for safe ways to invest in the real estate market get the maximum benefit without ever buying a property.

What you’ll learn about in this episode:

  • How in 2002, Martin was fired from his corporate job and realized he wanted a new course in life, and how he got started buying distressed mortgage notes
  • How Martin and his partner built Bequest Funds to create a low-risk high-yield return for their investors, and how they create wins for everyone including distressed homeowners
  • Why Martin takes pride in the knowledge that he has helped hundreds of people stay in their own homes through his work
  • Why there are many misconceptions in the media about how the global pandemic has impacted homeowners, and how Bequest Funds is proving them wrong
  • How buying distressed mortgage notes works, and how Bequest Funds helps distressed homeowners get back on their feet
  • How the distressed and performing mortgage markets have changed over the last decade since Martin got involved in the industry
  • Why it is more important than ever to come into the distressed asset industry with a firm understanding of compliance and licensing requirements and build for scalability
  • How Martin navigated the brutal challenges of the 2008 market collapse, and how his experiences and the way he was treated have impacted how he chooses to treat others
  • What key advice Martin has to offer for anyone interested in getting into real estate investing in any of its niches
  • Why Martin's rule number one is that he only invests in assets he can directly control and that create cash flow, and why his focus is on serving others first and profit second


Additional resources:

Smart Real Estate Coach Podcast Sponsor: