Be the Bank: Note Investing Inside a Self-Directed IRA

Most real estate investors know the property side of a deal inside and out. Far fewer have looked at the other side of the closing table, where the mortgage note itself becomes the investment.

Join us for a live conversation exploring exactly that. Jack Kiley, CPA and founder of MidAtlantic IRA, sits down with Christopher Seveney, founder and CEO of 7e Investments, to explore how mortgage notes work as an asset class and what it looks like to hold them inside a self-directed retirement account. With nearly 30 years in real estate and more than 750 residential note acquisitions across 40+ states, Chris brings a practical, ground-level view of how this space actually operates.

What we'll cover:

• What a mortgage note is, and what "being the bank" really means
• Why note investing resonates with people who already understand real estate
• How a self-directed IRA can hold notes alongside other alternative assets
• The questions worth asking when you evaluate any note opportunity
• Where MidAtlantic IRA fits in as the administrator and custodian for your account

Whether you're already familiar with alternative assets or just starting to explore what's possible inside a self-directed IRA, you'll leave with a clearer understanding of how this piece fits.