Millions of Americans have their IRA or other investment accounts invested in stocks, bonds and mutual funds. Many investors would be surprised to learn that their investment funds are supporting political, social, or other interests that are at odds with the investor’s beliefs and world-view.
An inquiry directed to a fund manager or financial planner which seeks specific information concerning their investment holdings will often yield a vague response such as, “Our fund invests in a wide variety of [stocks, bonds, etc.], the exact identity of which may change on a daily or even hourly basis. Therefore, it is extremely difficult for us to tell you precisely which [stocks, bonds, etc.] are held by the fund at any particular point in time. In general, however, our fund invests in [a certain industry, type, or class of investments].”
Investors can, of course, request and receive a list of investments that are held by the fund at a particular point in time. An investor who actually obtains and reads this list would likely find some surprises.
Investors who, on the other hand, use their IRA or other investment accounts to invest in performing real estate notes will know exactly what their investment dollars are supporting. In the usual case, the investment will be in a home located in the United States. The monthly payments the investor receives will typically be paid with money the homeowner earns working in a local community. By financing a home that an owner will need to maintain and repair, and for which the owner will pay property taxes, the performing note investor is also supporting the local community in which the home is located.
In exchange for investing in American communities, performing note investors also enjoy the potential for return-on-investment (profit) which typically is much greater than what they have grown accustomed to earning with investments in stocks, bonds, or mutual funds.
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The material contained in this communication is for educational purposes only; it is not, and shall not constitute investment advice; and is not a representation, guarantee, or promise of the results you may experience. Please consult with the independent professionals of your choice, should you need or desire legal, tax, investment, or other professional advice.
The material contained in this communication is not, and shall not under any circumstance or for any purpose, be considered as a solicitation or offer to buy or sell any security or security-related product, instrument, service or investment, and is not intended for distribution or use in any jurisdiction where such distribution or use would be contrary to, or in violation of, the law of said jurisdiction, or where such distribution or use would subject The Note Company or any related entity or person to any registration requirement of, or personal jurisdiction in, said jurisdiction.
The Note Company is a Texas-based national Real Estate Note Investment Firm that helps Private Lenders and other investors reposition investment capital from under-performing uses to investments that are secured by real estate.