In the world of real estate investing, finding a niche that allows for both financial success and work-life balance can seem like an elusive dream. For Ben Haught, a long-time student and friend of NoteSchool, that dream became a reality through note investing!

Ben’s journey from a curious investor to the manager of a thriving note business is a testament to the power of education, strategic partnerships, and leveraging the right resources.

The Road to Note Investing

Ben’s journey with NoteSchool began in 2008, marking the start of what would become a 16-year adventure in the world of notes. Like many investors, Ben was initially drawn to traditional real estate, but he soon discovered the unique advantages that note investing offered.

“I was brokering a bunch of deals back from 2012 to 2015,” Ben recalls. “I noticed that seven or eight investors kept coming back to me, wanting to buy more notes.”

This observation led to a pivotal moment in Ben’s career. He realized the power of bulk purchasing and proposed a collaborative approach to these recurring investors, mostly dentists looking for passive income opportunities.

Building Hamil Meyers: A Collaborative Note Investment Venture

Seizing the opportunity, Ben founded Hamil Meyers, a note investment company that pooled resources from multiple investors. This innovative approach allowed Ben and his partners to leverage their collective buying power, securing better deals and higher returns.

“We spent about an hour or two just going through what this could look like,” Ben explains. “When you buy more, you’re still deploying your money, but you’re getting higher value because you’re getting more notes.”

The success of Hamil Meyers was not just in its concept but in its execution. Ben’s strategic use of NoteSchool’s resources, particularly the “Done For You” service, allowed him to scale the business efficiently while maintaining a part-time commitment.

Leveraging NoteSchool’s Expertise

Ben credits much of his success to the education and support he received from NoteSchool. The “Done For You” service, in particular, played a crucial role in allowing Ben to focus on high-level management while experts handled the day-to-day operations. Hear it from Ben himself in this quick video:

“Could I do it myself? Absolutely,” Ben acknowledges. “But because NoteSchool has more experience, it compresses the time frame. It gives that security to the investors, saying we’ve got experts in the background that are really working on this.”

This approach not only saved time but also provided reassurance to Ben’s investors, many of whom were nearing retirement and didn’t want the hassle of managing another business.

Efficient Management Through Technology and Systems

One of the most impressive aspects of Ben’s success is his ability to manage a multi-million dollar note portfolio in just 5-8 hours per month. This efficiency is achieved through a combination of strategic outsourcing and smart use of technology.

“We use QuickBooks for our accounting,” Ben explains. “It has a tagging feature inside, so we can track everybody’s money to the penny.”

Ben’s system includes quarterly profit and loss reports for investors, along with monthly executive summaries that provide updates on ongoing projects and foreclosures. This level of transparency and communication has been key to maintaining strong relationships with his investors.

Lessons Learned and Advice for Aspiring Note Investors

Reflecting on his journey, Ben emphasizes the importance of building good habits from the beginning:

“If I had followed the checklist and built good habits from the start, I would have had my results sooner,” he advises. “That’s one thing I tell anybody looking to get involved in notes: build good habits from the beginning.”

Ben’s success story is a powerful example of how NoteSchool’s education and resources can be leveraged to create a thriving, part-time note investing business. By focusing on building strong partnerships, utilizing expert resources, and maintaining efficient systems, Ben has achieved a level of success that many aspire to in the world of real estate investing!

Ready to achieve success in note investing? The best time to start is now! Take advantage of the resources below to learn from industry experts, connect with a thriving community, and unlock your full potential in creative real estate financing.

Your journey toward financial freedom begins today—don’t wait to take the next step!

Whenever you’re ready… here are 4 ways we can help you start your journey into note investing: