The Jacksonville Note Exchange July Networking Meetup
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Every mortgage note tells a story.
Sometimes the borrower is making payments exactly as agreed. Other times, life happens, and that's where experienced note investors have an opportunity to create solutions that benefit everyone involved.
Join us for the next Jacksonville Note Exchange, presented by First Shield Financial, where we'll explore one of the most valuable skills in mortgage note investing: working with borrowers to keep loans performing.
Whether you're investing in performing or non-performing notes, understanding how to communicate effectively and structure practical solutions can make the difference between a struggling asset and a successful investment.
During this month's session, you'll learn:
✅ How to communicate with borrowers professionally and effectively
✅ Structuring trial payment plans that create momentum
✅ Permanent loan modifications and when they make sense
✅ Understanding forbearance agreements
✅ Lump-sum reinstatements and bringing loans current
✅ Legal and ethical considerations every note investor should understand
This meetup is ideal for:
• Real estate investors
• Passive income investors
• Private lenders
• Realtors & Brokers
• Self-Directed IRA investors
• Entrepreneurs looking to diversify into real estate-backed cash flow
Whether you're brand new to mortgage note investing or already building a portfolio, you'll leave with practical strategies you can immediately apply to your investing journey.
📍 Prati Italia
4972 Big Island Dr
Jacksonville, FL 32246
📅 Friday, July 17, 2026
🕦 11:30 AM
Come network with Jacksonville's growing community of note investors, enjoy lunch, and discover why some of the most successful real estate investors focus on the paper, not just the property.
Reserve your seat today. We look forward to seeing you there!
Sometimes the borrower is making payments exactly as agreed. Other times, life happens, and that's where experienced note investors have an opportunity to create solutions that benefit everyone involved.
Join us for the next Jacksonville Note Exchange, presented by First Shield Financial, where we'll explore one of the most valuable skills in mortgage note investing: working with borrowers to keep loans performing.
Whether you're investing in performing or non-performing notes, understanding how to communicate effectively and structure practical solutions can make the difference between a struggling asset and a successful investment.
During this month's session, you'll learn:
✅ How to communicate with borrowers professionally and effectively
✅ Structuring trial payment plans that create momentum
✅ Permanent loan modifications and when they make sense
✅ Understanding forbearance agreements
✅ Lump-sum reinstatements and bringing loans current
✅ Legal and ethical considerations every note investor should understand
This meetup is ideal for:
• Real estate investors
• Passive income investors
• Private lenders
• Realtors & Brokers
• Self-Directed IRA investors
• Entrepreneurs looking to diversify into real estate-backed cash flow
Whether you're brand new to mortgage note investing or already building a portfolio, you'll leave with practical strategies you can immediately apply to your investing journey.
📍 Prati Italia
4972 Big Island Dr
Jacksonville, FL 32246
📅 Friday, July 17, 2026
🕦 11:30 AM
Come network with Jacksonville's growing community of note investors, enjoy lunch, and discover why some of the most successful real estate investors focus on the paper, not just the property.
Reserve your seat today. We look forward to seeing you there!
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Where is it happening?
Prati Italia Jax, 4972 Big Island Drive ,Jacksonville, Florida, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherFirst Shield Financial
