Passive Note Investing for Your Self-Directed IRA

Presented by Next Generation and Earnest Investing

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Why Should You Consider Passive Note Investing for Your Self-Directed IRA?

If you're a sophisticated real estate investor, there are plenty of 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 certain types of investment opportunities. Passive note 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 reach by investing in underperforming mortgage notes, and how you can do that using a self-directed IRA. 

Our expert co-host, Nathan Turner with Earnest Investing, will be joining us to discuss: 

  • What are underperforming mortgage notes?
  • How do they work? What are the mechanics?
  • How can notes fit well with self-directed IRA investing?
  • How can passive investing be a better fit for self-directed investors?
  • What is the process for including this type of investment within a self-directed IRA?
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Meet the Speakers

Scott Ritchie

Scott Ritchie
Business Development Specialist
Next Generation


Scott brings a wealth of experience to his role with the sales and marketing team at Next Generation, where he focuses on business development for the company. He has more than ten years of experience in the sales arena, including seven years in financial services, where he worked extensively with both group and individual retirement plan accounts. Scott has also worked in operations as well as marketing, media and public relations – all of which serve him well and bring diverse perspectives to his current role with Next Generation.


Nathan Turner

Nathan Turner

Earnest Investing

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Nathan Turner is known across the US as the “the Canadian Note Guy”. Having run several businesses, including fix and flip real estate, he discovered mortgage notes and the opportunity that they provide in the US in 2009 and has since become a leader in the industry in the private investment sector. He is the President of Earnest Inc, and manager of the US based Earnest Investing LP note fund where he actively manages assets for accredited passive investors with a focus on purchasing performing and non performing 1st lien mortgages in the US with the intention of reworking the non performers to keep or resell as performing loans, or REO properties. He is also the owner and host of the Diversified Mortgage Expo, a leading annual note conference. Nathan is passionate about this unique approach to real estate with its multiple exit strategies and win-win situations. He is excited to take the roller coaster out of investing for his passive investors and allow them to sit back and enjoy the ride.

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