Episode 25: Preliminary Due Diligence: First Pass Filters

Real Estate Note Investing · Feb 5, 2026 · 5m

Most investors lose money not by picking bad notes — but by wasting time analyzing deals that never should’ve made it past the first screen.

In this episode, we break down a first-pass due diligence system designed to eliminate weak loans fast, protect your capital, and reserve deep analysis for deals that actually matter.

🔍 What you’ll learn:

✅ How a handful of filters can kill 80–90% of deals before full diligence

✅ Why loan position, CLTV, and taxes are the fastest equity reality check

✅ How state foreclosure laws quietly reshape timelines, costs, and returns

✅ When old non-performing…