Expand Your Real Estate Reach: Investing in Mortgage Notes Through Tax-Advantaged Retirement Accounts

Presented by Next Generation and Scottsdale REI

Scottsdale REI Webinar_Landing Page

Get creative with your real estate investments!  

Real estate investing is a giant umbrella full of endless opportunities. Gone are the days when investors are only looking to fix and flip or buy and hold. Although they are both lucrative options, it's not all that's out there. If you're a sophisticated real estate investor, there are plenty of other creative avenues that are passive in nature -- and great options to be held with a tax-advantaged retirement account, like a self-directed IRA. 

Moreover, you do not need to be located within a specific geographic area to take advantage of real estate deals either. Passive real estate investments can be done from the comfort of your home or office with little involvement required. 

During this webinar session, we'll be covering how you can expand your real estate reach by investing in out-of-state mortgage notes, and how you can do that using a self-directed IRA. 

Our expert co-host, Jay Tenenbaum with Scottsdale REI, will be joining us to discuss: 

  • Why mortgage notes?
  • How are out-of-state mortgage note investments managed? Is there a due diligence process?
  • What types of investors can qualify for these investments?
  • How are the deals structured?
  • How can mortgage note investments be held within a retirement account?
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Meet the Speakers

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Brittany Melville
Director, Marketing & Sales
Next Generation


Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives.

Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales. Prior to joining Next Generation Brittany held positions at Convergent Revenue Cycle Management, Inc., and Altria Group Distribution Company (formerly Philip Morris USA).

Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP). Brittany and her husband currently live in Branchburg, NJ, with their 1 year-old son. She also owns a rental property at the Jersey Shore. In her free time she enjoys dancing, working out, playing piano, cooking, reading and practicing mindfulness meditation.


Jay Tenenbaum

Jay Tenenbaum
Founder & President | Real Estate Investor

Scottsdale REI

Jay is Founder and President of Capital Development at Scottsdale REI, LLC -- a private equity real estate investment firm, specializing in acquiring assets nationwide. He is a certified keynote speaker and speaks nationally on note investing and related real estate topics. 

In his career, Jay has acquired over 450 distressed mortgage notes and properties in over 35 states. Jay attributes his success and expertise to his ability to effectively integrate his 20 years of experience as a former debt collection professional. Jay's legal know-how and achievement in resolution in turning non-performing assets into positive cash flow give him an unmatched perspective in the field, as he is often sough-after for his proficiency. 

In addition to his loss mitigation experience, Jay speaks to investors at real estate investment seminars nationally and locally. Through syndications, he has raised and deployed over several million dollars enabling investors to attractive returns and passive cash flow. 

Jay and his business partner, Seth Gershberg, have launched a live Podcast, "The Real Estate Mastermind LIVE," the video Podcast for real estate investors who want to take their business to the next level. 

Also, Jay is Principal in REIBLADE, the real estate investor's go-to application for smart funding and business growth.

Watch Now!