Mortgage Note Investing 101: A Passive Income Opportunity
7e & CWS Investments aims to generate regular income to support your financial lifestyle. Led by Lauren Wells, they specialize in “fix and flip” mortgage note investing.
Explore their backstory to understand their mission, why they advocate note investing, and how they’re making a once-exclusive asset class available for all to invest in.
Their focus? Acquiring residential mortgages from the secondary market at discounted rates of 30-60%. Join them and discover a path to financial success.
September 24th, 2024 1:00 PM CT
Lauren Wells
Ramez Fakhoury
Upcoming Live
sep 24th, 2024 1:00 pm ct
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White
Glove-Service
Here’s What You’ll Learn
1
Who we are at CWS – Our backstory!
2
Mortgage note investing as a passive income option
3
How we make money in mortgage note investing
About 7e Investments
Meet The Experts
7e Investments
Lauren Wells
Lauren is at the forefront of 7e’s strategic planning, investor relations, business development, and fundraising functions. At 7e Investments, Lauren has led the Investor Relations team in cultivating relationships with more than 600 investors, emphasizing transparency, education, and integrity. Lauren’s expertise comes from years of experience in sales and business development, where she served as a senior account executive with SAAS startups such as Procore and LinkedIn, and was instrumental in building and scaling sales organizations. As a real estate investor since 2010, Lauren has grown and managed a diverse portfolio of over 100 assets. This impressive portfolio includes both residential real estate and mortgage notes. Lauren takes pride in providing educational resources on financial literacy topics, with a passion for democratizing alternative investments. Seeking inspiration from diverse cultures and experiences, Lauren loves to travel. She is a mom to two young boys, and brings a nurturing spirit to both her personal and professional endeavors. Lastly, she's a dedicated coffee lover, finding joy in the simple pleasures that fuel her dynamic and vibrant life.
Vice President of IRA Club
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
IRA Club Benefits
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
