1. Case Study Note Investors Forum Meetup
Dave Franecki

2. What is Your
WHY?

3. Who is Your
AVATAR?

4. Basicss Location Day & time Lunch vs evening Room set up Name tags
Check in

5. Marketing

6. Presentations Toastmasters – Learn how to skip the “Ah’s, ums”
PowerPoint – Professional
Animated – interesting slides
Edify individuals in attendance
Guest Speakers
Keep it lively/flowing, stress the basics

8. Contents Education Simple is best Case Studies
Make your attendees think
Ask for the sale –
Caution – SEC Violations

9. Sign in MEETING AGENDA 11:30 – Noon: Networking Luncheon
12:00 - 1:30: NPN to REO
Accelerated ROI or Passive Mailbox $$

11. These investment strategies might not be suitable for your situation
Disclaimer
Capstone Capital USA, LLC does not provide tax, legal, financial or investment advice nor do we endorse any products, services or investments of any type.
These investment strategies might not be
suitable for your situation
All information and materials are for educational purposes only. All parties are encouraged to consult with a competent attorney, tax accountant and/or financial advisor for your protection.

12. Performing, NPN Notes + REO Mortgages, DOT & Land Contracts
BUY LONG – SELL SHORT
PN--Buy whole & sell the partial, creating long
term wealth keeping the tail in my ROTH
IRA/HSA as an annuity
NPN | REO –clean up, rent, sell to OO |Investors
___________________________________________________________
Partner w/ retirement account owners to
create tax free notes for cash flow.

13. “ Mind Set Reset Overcoming procrastination helps your
to-do list become your all-done list.
If it's worth doing, do it now!
Harvey MacKay -

14. What is your long term strategy?
- Yield Drag
How quickly can I get my cash invested in a note & for how long. IRA fees are expensive w/ no return.

15. Evolution of a Real Estate Investor

16. REO Fix & Flip Retail Buyer TurnKey Rental Turn Key Rental & Flip Fix
Local Landlord
Local Landlord
Seller Finance
Hold as Rental
WholeSale
Seller Finance

17. Non-Performing|REO GREATER ROI---
COMPARE
Performing
IMMEDIATE CA$H FLOW
Performing Notes
CASH FLOW
Immediate Ongoing
Cash Flow
6-10% ROI
Non-Performing|REO
- CAPITAL ACCUMULATION
- No Immediate
More Unknowns
Greater ROI
Later; 15%+
Non-Performing|REO GREATER ROI---
LATER

18. How Can We Work Together?
What is your long term strategy?
I’m Active
I provide the KITI
K – Knowledge
I - Intensity (doing the work)
T – I have the Training
I – Identify the Inventory
You’re Passive
Funder reviews pre-screened assets that fits their criteria
Provides acquisition and ancillary funding to an agreed limit
- Yield Drag
How quickly can I get my cash invested in a note & for how long. IRA fees are expensive w/ no return.

19. Tuesday May 1st
1st Tuesday of Every Month 11:30 AM - 1:30 PM
Dobson Inn Resort
Fiesta Bar & Grill
Mesa, AZ
Route 60 & Dobson RD

20. Questions? Dave@CapstoneCapitalUSA.com 480 232 5477
CapstoneCapitalUSA.com/NoteVault