Upstate Carolina Real Estate Investors Association

Upstate Carolina Real Estate Investors Association

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New NOTES group

with... Dan Deppen

Dan Deppen, owner of Call the Underwriter will share his knowledge on seller-financed loans, Dodd Frank compliance. He focuses on helping investors build valuable notes by combining practical deal experience with regulatory compliance. Don't miss it

Monday, June 9, 2025 6:00 PM - 7:30 PM

VIRTUAL MEETING. YOU MUST PRE-REGISTER TO PARTICIPATE!

Dan Deppen is the featured speaker this month.  You will want to be on this call!   

We are very exited about him speaking. He is the owner of Call the Underwriter” which has been mentioned several times on the meetings. His full time business is underwriting seller-financed loans to make sure they are Dodd-Frank Compliant and provides the disclosures for closing. 

Dan Deppen is a seasoned real estate investor and the owner of Call The Underwriter, a firm that helps investors create compliant, high-quality seller-financed notes. After a successful career in aerospace engineering and leadership roles at Oracle and AWS, Dan transitioned full-time into real estate investing. He has scaled a substantial note portfolio using outside capital and has become a trusted expert in creative finance. Today, he focuses on helping other investors build valuable notes by combining practical deal experience with regulatory compliance.

 UCREIA is offering a new NOTES Focus Group for members and guests for notes education and opportunities to buy or sell notes, to be lead by David Kahl, UCREIA member and experienced note investor locally.

David and/or designated speakers will teach various aspects of evaluating, creating win-win scenarios, dealing with other investors, or owner occupied sellers or buyers, and more.  Learning to use the financial calculator is vital, so brush up on your skills.   We recommend the online calculator for $5.99 at "www.inadaydevelopment.com" for the 10bii financial calculator.   Great app to have and use regularly.

There will also be time for investors to discuss, offer, request notes to sell, purchase, or trade. 

The meetings will be the 2nd Monday each month, 6-7:30pm on ZOOM.   Members are free, guests $10. Register at upstatecreia.com

We will continue to hold our Women's Notes (members only) group, too.   That is a great group that our ladies enjoy and learn from.   And we will continue to post advertisements on email for Denton's Notes group, a non UCREIA group.  Let's all learn as much as we can.  Share the knowledge.

 Leader:  David Kahl

828-458-5610.      David@carolinafirsthome.com 

separate Notes Group email:   Notes@upstatecreia.com


Members:
FREE for Members
Non-Members:
$10.00

Date:  Monday, June 9, 2025
Time:  6:00 PM - 7:30 PM


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Upstate Carolina Real Estate Investors Association

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Taylors, SC 29687
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