May 2015

Whole Loan Mortgage (“Note”) Investing

 

Paper SDXS

 

Introduction

Today’s real estate and related asset market is an ever changing landscape of opportunities to participate in relative low risk good return investments.   The feature that most distinctly differentiates a whole loan mortgage or “note” investment from other investments such as bonds is the principal repayment method.  The timing and rate at which principal repayment occurs are major factors affecting a note portfolio or single note yield.   

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