Join NuView for our Wednesday Webinar:

 
Be the Bank -
Note Investing with Tax-Free Dollars

Wednesday, May 12, 2021 | 1:00 p.m. EST

Join Nate Hare, and special guest speaker, Keith Baker, on Wednesday, May 12 at 1:00 p.m. as they cover "Be the Bank - Note Investing with TAX-FREE Dollars".

The promissory note has been around since the dawn of time. Banks issue notes when you borrow money from them, and those notes are often secured by the collateral for which the money was used for. Most commonly notes are secured by real estate, which makes for a great safety net if the note goes into default. Many investors have found that note investing within the IRAs and 401ks has many advantages. Not only does your IRA and 401k shelter your investments from taxation but note investments in your IRA can provide very steady streams of income from the interest payments while being collateralized by real assets such as real estate.

This class will teach you about the many types of promissory notes that investors look for as an investment option for retirement. Let your IRA “Be the Bank” and sit back and watch it grow.

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Meet Our Speakers

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nate pic- cropped

Keith Baker

Host | The Private Lender Podcast

I began painting houses in high school with my neighbor Marc and worked construction through college, performing rental make-readies and flips for investors while earning a degree in Philosophy and German. No really, I did, and I actually admit it!

I started my own construction/general contractor company after college because I didn’t want a “real” job” and earned my PhD (Public humiliation Diploma) when I trusted the wrong people and my friends trusted me: I didn’t plan, so I planned to fail. Yep, my business and I failed miserably.

I worked as a Construction Manager at McGuyer Home Builders (Pioneer and Plantation Homes). I managed the construction of single-family homes from the $150s to the $350s in the Richmond, TX area. Once housing starts began to drop I could see the writing on the wall: since I was the last to be hired on, I would be the first to go. So, just as the housing market peaked I jumped headfirst into a field position with an oilfield service provider: Schlumberger (thank you Curtis Rene`!).

I then parlayed my oilfield knowledge into a career as an energy loss adjuster, mainly in the upstream and midstream Oil & Gas sector, handling claims and settlements in excess of $100,000,000. To date, I have overseen the settlement and payment of claims in excess of a billion dollars of Other People’s Money, primarily on behalf of syndicates at Lloyd’s of London.

When I decided to invest in real estate I hadn’t yet developed the confidence to speak to sellers, so I bought my first investment property from my parents, just to get moving. My wife and I then house hacked our way through our starter home, which we slowly flipped for a nice profit. Then I decided it was time to become a landlord, which I again learned about the hard way!

Because I travel so much for my day job, I converted an old 401(k) into a self-directed IRA (SDIRA) and began private lending to local real estate investors to keep me in the real estate investing loop, close to the action, and to expand my network. Through private lending, I bought my first rental property from a potential borrower and I met my business partner, Landon. Together Landon and I formed Asset REI, LLC, which focuses on providing owner financing to buyers and properties that are neglected and overlooked by the too big to fail banks: thus we become the bank!

I’ve had the honor to serve on the board of one of the oldest non-profit Real Estate Investing Associations in the United States: The Realty Investment Club of Houston (RICH).

My goal for the Private Lender Podcast is to provide you the knowledge and confidence to step up to the world of alternative investments, take control of your future in terms of your well-being and education, not just your finances.

Nate Hare

Director of Retail Sales | NuView Trust Company

Nate Hare serves as the Director of Retail Sales at NuView Trust. Nate has extensive experience in real estate, lending, business development, marketing, and public speaking. He has 10 years of experience in the self-directed IRA industry and holds the designation as a C.I.S.P. (Certified IRA Services Professional) from the American Banking Association. Previous to his career in self-directed IRAs, Nate worked as a senior mortgage consultant for 7 years with Silver State Mortgage, Meridias Capital, and the Royal Bank of Canada (RBC), where he gained honors with a nomination for the National Mortgage LO Rookie of the Year in 2003. Nate has also been an active real estate investor since 2002, and formerly held his real estate license with Keller Williams in 2008.

NuView’s Administrative office is based out of Orlando where Nate oversees the Retail Sales Department. NuView has experienced tremendous growth and currently administrates over approximately $1.7 Billion Dollars in client assets, with over 10,000 current clients.

Nate is also extremely active in the public through the support of groups like the Toys for Tots, My Brother Rocks the Spectrum, and Alzheimer’s Association.

Some of his past accomplishments include: Named to Top 100 People in Finance for 2019 – Top 100 Magazine 2. Featured on SDIRA article in US News and World Report, Jan 2017 3. Featured on Fox Morning News San Antonio, Dec 2014 4. Featured on Success in Real Estate Radio (SIRE Radio), March 2014, April 2014 5. Featured on SDIRA article in US News and World Report, Feb 2014 5. Received the Certified IRA Services Professional (C.I.S.P.) from American Bankers Association 2014.

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