Founder, 7e Investments. Mortgage note fund manager. $60M AUM. 1,000+ investors. Zero missed distributions. Host of The Paper Trail podcast.Not financial advice
McLean, VA
Joined October 2017
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7e Investments: New Profit Sharing Offering! Watch now to learn more: youtu.be/ovW1NKmIcRw
#profitsharing #passiveincome #BondOffering #bond #InvestmentOpportunity #7eInvestments
ALT 7e Investments New Profit Sharing Bond Offering
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Buffett: only when the tide goes out do you discover who's been swimming naked. Multifamily investors are finding out the hard wayWhen the note fund enters as the creditor at a discount, that changes the risk profile when markets turn. Educational purposes only.
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I know how it sounds when a note fund manager says now's a good time to invest in notes, so I'll let the numbers speak.
2.9% total mortgage distress today. 6.3% heading into 2008. 11.5% at the crisis peak. The headlines say rising, but the data says normalizing.
#mortgagenote
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March mortgage data: delinquency rate fell. Also, foreclosure inventory hit a six-year high.
Both things are true at the same time.
The borrower pool seems to be splitting in a way the topline number does not capture.
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Early-stage borrowers are recovering. Late-stage borrowers are accumulating in the pipeline.
Two very different problems. Two very different things to watch if you are trying to understand where the distressed note market is actually heading.
Source: ICE Mortgage Technology.
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Find it comical that a fund that has lost 100% of its investors' capital is promoting webinars on how to protect your investment….
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A new Fed chair does not reset the rate cycle on day one. The market is pricing in cuts. The timeline is what most investors are underestimating.
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Warsh has a history of favoring price stability over accommodation. If confirmed, Q3 to Q4 2026 is a realistic starting window for relief, and that depends on where energy prices land. Duration matters more than direction right now.
This content is for educational purposes only
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Unpopular opinion. There has never been a housing shortage. At times we may have low inventory, but never a shortage. Definitely not a shortage now.
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Everyone blames landlords and investors for high home prices. The Fed printed $8 trillion in new money since 2020 alone. Follow the blue line. Then follow the red line. Then ask yourself who’s actually responsible
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The delay and pray strategy isn’t going to end well for many of these borrowers.
BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +51 basis points in March, to 11.71%, the 2nd-highest on record.
This is now 1.0 percentage point above the post-2008 Financial Crisis peak set in 2012.
Furthermore, the delinquency rate for multifamily CMBS rose +30 basis points, to 7.15%, the highest in 10 years.
As a result, the overall US CMBS delinquency rate rose +41 basis points last month, to 7.55%, the highest since the 2020 pandemic.
Since 2023, this percentage has risen +450 basis points.
The commercial real estate downturn is deepening.
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There’s going to be a significant number of private lenders who went against new construction projects in Florida who quickly learn that just because the project was built at 80% at the project requires a lot more than 20% of the balance remaining
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I just spent the last week in Southwest Florida and the number of unfinished new construction homes is astonishing
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Reg A+ 2.0 opened a few weeks ago. The most interesting part is who is participating. First time alternative investors, SDIRA holders seeking compliant structures, and existing Reg D investors adding another position.
Book a call:
link.oodapro.io/widget/booki…
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The webinar replay is now available.
The offering is now open to the public, and we are still accepting participants on a rolling basis.
Watch the replay: 7einvestments.com/reg-a-2-0-…
Schedule a 1-on-1 call with our Investor Relations team:
link.oodapro.io/widget/booki…
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Last call: live walkthrough of our new Reg A+ offering. Structure, underwriting, risk, performing + non-performing notes.
Register here: us02web.zoom.us/webinar/regi…
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Tomorrow we go live: a plain-English walkthrough of 7e’s New Regulation A+ offering, shaped by investor feedback.
Register now: us02web.zoom.us/webinar/regi…
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Every private investment carries risk. The question is how it’s managed. Join our webinar to learn how we underwrite, diversify, and model downside scenarios before allocating capital.
Register for our webinar: us02web.zoom.us/webinar/regi…
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We’re excited to welcome Tamara Milić to 7e Investments as our Investor Relations Manager.
We’re excited to have her on the team and look forward to the experience and perspective she brings as we continue building strong relationships with our investor community.
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Built on transparency, 7e now serves 1,000+ investors. Join our live webinar to review structure, underwriting process, and risk management behind our latest Regulation A+ offering.
Register now: us02web.zoom.us/webinar/regi…
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If you are exploring alternatives beyond stocks and bonds, check out our upcoming webinar.
us02web.zoom.us/webinar/regi…
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