Introducing the 5th Annual

NoteWorthy Investor Summit LIVE 2018

The Place for Passive Income™

April 6-8th 2018 | Irvine, CA

Hosted By:

Note Worthy
Note Tools - Tools and Resources for Real Estate Note Investing
Equi Stream

We are working on the details for NIS LIVE 2018 coming up in April 6-8, 2018 in Irvine, CA. Look for more details soon but if you’d like to register now at the super early bird price, you can do so below:

Time Left Until NoteWorthy Investor Summit LIVE 2018!








Questions? Call our office at 858-649-1414

Over the course of the event, we’ll drill down into the five pillars you need to maximize for success in your real estate note business:

At NoteWorthy Investor Summit LIVE 2018 in Irvine, we’ll show you to maximize each one of these pillars within your note investing business. These pillars are so deeply intertwined that even if you implement a single distinction in one of these categories, you can create an exponential boost in the other four.

So You Need to Ask Yourself…

  • Are you generating exactly the monthly cash flow you want from your real estate and note investing?
  • Are you interested in learning a strategy to generate predictable, monthly cash flow without having to be a landlord?
  • Do you have a growing portfolio of real estate notes that generates the monthly cash flow you need while you’re on vacation, playing with your kids or enjoying a nice dinner out with your loved ones?
  • Do you have a solid relationship marketing plan in place that continually produces new connections with the right people to find quality note deals—and helps you convert those connections to lasting, profitable relationships?
  • Are you building a solid base of private lenders who’ll help fund your deals again and again, at increasing levels of value and trust, a base that you know will get great returns each time they invest with you and then introduce you to their family and friends?

And maybe most importantly:

Do you enjoy investing in notes? Do you find it fulfilling?

Or do you experience:

  • Overwhelm on a fairly regular basis?
  • Confusion as to where you should be spending your time: sourcing note deals, analyzing them for quality, marketing yourself to attract capital, networking, running the day-to-day of your business, etc.?
  • Panic of the uncertainty whether you can realistically grow your note portfolio because you lack the necessary tools?
  • Frustration that you’re not getting the results you want for the time you’re investing…whether it’s part time or full time?
  • Disappointment because you are unsure of what kind of investor you want to be?

Join us at…

NoteWorthy Investor Summit LIVE 2018!

Join hundreds of other note investors at NIS LIVE 2017!

Join hundreds of other note investors at NIS LIVE 2018!

What you will get at this year’s Summit:

  • Where To Find More Notes…Performing, Re-Performing & Non-Performing
  • How to Quickly Analyze A Deal
  • The Insider’s Due Diligence Checklist
  • Where to Get More Capital to Fund Your Deals
  • How to Effectively Buy & Broker More Notes
  • An Evergreen Note Investing Model for Any Market
  • Should you invest in Firsts or Seconds?
  • Streamlining the Note Buying Process.
  • How to Stay SEC Compliant When Borrowing or Partnering With Others
  • Proper Structuring to Tax Free Profits
  • The Partial Note Investment Made Easy
  • The Borrower Wake Up
  • The “Win-Win” Workout Process
  • Participate in Panel Discussions and Real Case Studies
  • Special Networking Sessions Designed to Help You Make Connections with the Right People

…And MANY actual case studies and deals completed in the past 12 months explained STEP-BY-STEP from initial due diligence and purchase, borrower contact, and exit strategies for success including, loan modification, loan sale, foreclosure and cash for keys.

What you will NOT get:

  • NO SALES PITCHES.  We teach.  This is a professional meeting for professional people.
  • NO INEXPERIENCED SPEAKERS who talk about theory with NO hands-on results.
  • NO TALKERS JUST WALKERS…. The room will be filled with investors ready to make deals. Investors new to note investing are welcome as long as you are an action taker looking for the right opportunities now.

Also… we are excited to announce a new format for NIS LIVE 2018…

Introducing ALL NEW LABS


Due Diligence Lab

REO & Property Management Lab


Servicing, Collections & Workouts Lab

Seller Financing Lab

Self-Directed Investing Lab


More Details and Full Agenda Coming Soon!

Raising Private Money Lab

Marketing & Positioning Lab


Meet Elite Experts

Attend NIS LIVE 2018 to join an elite group of note investors, real estate investors, and industry leaders.

Collaborate & Contribute

A unique experience that allows you to be both the student and the teacher as you learn and share sales, marketing, and business strategies to be a better investor.

Grow Your Connections

Gain more confidence, capabilities, and direction while connecting with other high-level investors from around the globe.

In addition to the distinctions you’ll get from the LABS, over the course of the weekend you’ll also discover how to:

Aaron Halderman - Come to NIS LIVE 2016!

Join Us At NIS LIVE 2018!

  • Identify All Possible Exit Strategies
  • Calculate the Profit Potential Whether You Hold for Cash Flow or Flip for Quick Cash
  • Properly Board a Loan with Your Loan Servicer of Choice
  • How to Raise Private Money for Your Deals
  • How to Build Your ‘Boots on the Ground’ Power Team to Scale Nationwide
  • How To Buy Notes with NONE of Your Own Money
  • Build Powerful Relationships With Other Like Minded Investors
  • Get Hedge Funds, Private Note Investors and Banks Calling You Before Anyone Else


You’ll also get the chance to participate in our favorite “Hot Seat” sessions and receive one-on-one coaching from Aaron and other guest panelists. You can tell us about your business and your challenges or share your ideas and describe your systems.

We’ll offer you personal advice on maximizing your note investing business. This kind of intimate interaction is usually reserved for our private consulting clients – but it will be available to you at the event by application. And, finally, did we already mention networking? 

We count among our audience some of the most amazing real estate and note investors! Network in an environment of total fun and excitement as you create the synergistic relationships and lucrative partnerships that will propel your business forward.

A business that fills you with excitement and joy-and generates the consistent monthly income you need to stop worrying and start enjoying both your professional and your personal life-is waiting for you.

Join us April 6-8, 2018 in Irvine to create the investment business you’ve always wanted.

We’ll help you discover the tweaks you need to make to enjoy the freedom and fulfillment of being a successful note investor.

All you have to do is register below.

We’ll see you there!

Dedicated to Your Success,


Featured 2018 Speakers

Aaron Halderman Host, NIS LIVE 2017

Mary Hart

Cynthia Faulkner

Kent Davis

David Fagan

Chuck Bates

Jack Sternberg

Garland Davis

Corey Finnie

Walter Wofford financialfriendsnetwork

Bob Zachmeier

Kristyn Bolin Workout Specialist

Sherman Arnowitz

Nathan Turner

Allison Larsen

Eddie Speed

Axel Zuniga

Saprina Allen

Daniel Malcolm

Ron Happe

Quincy Long

Kacee Jackson

Fuquan Bilal

Matt Kelley

Rande Johnsen

Justin Morales

Jillian Sidoti

Will Henning

Jeff Spiegel

Mat Sorensen

David Roberts

Bill Bray

Tom Chase

Henry Evans

Sandro Piancone

Brett Solomon

Benjamin Fredricks

Dawn Rickabaugh

Belinda Savage

Belinda Savage

Event Hotel - Irvine Marriott

Join us at the beautiful Irvine Marriott in Irvine, CA
Register Now

Accommodation and Location Details

We only have 75 rooms at our host hotel. Be sure to reserve you hotel room right now using our hotel room block reservation key

Irvine Marriott

18000 Von Karman Ave, Irvine, CA 92612

Accommodations include:

  • Complimentary transportation to and from John Wayne Airport Orange County Airport (SNA), Fashion Island and Balboa Island.
  • 9 hole executive golf course on site at the hotel for you golf enthusiasts

Reserving your room is super easy, simply choose an option below:

OPTION 1: We only have 75 rooms at our host hotel. Be sure to reserve you hotel room right now using our hotel room block reservation key by Clicking Here

OPTION 2: Call (888) 421-1442 and mention you are part of the “NoteTools Inc.” room block.

Hear What Previous Attendees Have to Say About NIS LIVE









Sponsor NIS LIVE 2018

Want big time visibility and reach with your core audience? NIS LIVE 2018 is one of the largest gatherings of note investors each year. Take advantage of this opportunity to reach hundreds of your target audience at the premier event for note investors and real estate investors.

Become A Sponsor of NIS LIVE 2016

A Special Thank You To Our NIS LIVE 2018 Sponsors:

Note School
Singer Law
Spiegal Accountancy Corp
Spiegal Accountancy Corp
Spiegal Accountancy Corp
Tucker Law
Note Worthy USA
Auto Kept
Gentry Real Estate Group
Note Queen
Mint Solar
Note Tools - Tools and Resources for Real Estate Note Investing