Session 10 - Secret Weapon for Raising Capital: Finding Investors with Self-Directed IRA Data

Scott Carson shows real estate investors how to find self-directed IRA owners in county records using FBO labels and custodian names like Equity Trust and Quest. Search county assessor databases in Ohio, Michigan, Indiana, Florida, and other states, export the lists, and mail them a pitch. Expect around 4% response rates and potentially hundreds of thousands in capital.
Chapters
All right, let's dive into. This is going to be the easiest way to find private investors out there. Now forgive me if you guys already know this, but let me just, I'm just doing a quick recap. If somebody is using their self directed IRA, they've taken their 401k, their IRA or something like that from a Schwab or a Chase or something like that, and they want to buy real estate, they want to use their IRA to buy a piece of property or to lend money on their ira, they have to move it over to a self directed IRA custodian trustee. Right. And most of the time they're going to move it over to your traditional like your Inspira financials formally Quest or Pensco Trust or Equity Trust, which is the biggest IRA company out there. Okay. Or they may move to like a safe safeguard advisor, something like that for an IRA LLC check. But we'll talk more about that later on. But most people what happened over in the the 2000s is Ron LeGrand who was teach traveling all across the country teaching workshops to 500 to a thousand plus people had equity trust come on board and they spoke all the time. I even got to know Kent Kaiser over there before he retired and he was traveling all across the country and they were opening hundreds and hundreds and thousands and thousands of IRA self directed IRA accounts for real estate investors who are then using it to go buy rental property, go buy real estate or lend money, other IRA to other investors like yourselves. All right. And recording it into the county records. So the great thing is when somebody is using their IRA account to buy, it's gotta be labeled specifically. Like I don't know who's gonna have an IRA account. I don't know the investor's name, but I know the investment company and the way that it's labeled at the county records makes it very easy for us to go find them. Okay, so what I'd like, let me make sure here was we're gonna do some stuff for those that are here in Zoom with me if you will do me a favor, I'll make sure that you guys have the. Right, there we go. So if you will type in which county and state that you're in, not the city state, but which county that you're in. I'll try to jump on the counties and take a look and show you guys that are here exactly if there are any folks out there. And it's a disclosure. Now some states, thank you very much. Okay. Some states are non disclosure states like California, you can't go to California and jump on the appraisal website to use this work they won't let you do. You should be able to do on the recorder's office. Now. Some of them are also some counties want you to pay for access, like Wayne county up in Michigan, where Detroit is at. They want you to create them, you know, an online port, you know, account, and they want to charge it. It's a nominal small fee. But the beautiful thing is, guess what? It's one of the most effective ways to raise capital. I love doing this. This is a great thing. We've raised millions of dollars doing this aspect and it's really the major thing that we do and help us raise capital. We find it set some of our marketing side of things. But anyway, it all starts with a list like we talked about yesterday. It all starts with a deal. Raising capital all starts with a list of marketing out there. So you have an idea who you're reaching out to. And like I said yesterday, 67% of people that have a self directed IRA have over 150 grand in an account. 150 grand plus. Okay. There's also roughly 30, 40, sometimes 25%. It depends how active the IRA company is. But usually about at least 25 to 40% of the people that have an IRA with that custodian, they're sitting in 0% earnings bearing accounts, not making anything. It's just sitting there waiting for somebody to come to them with a deal. Okay. So that's the thing that you have to keep in mind right off the bat there. There's a lot of money sitting out there. Yeah. A lot of folks will have 25, 50 seeming smaller accounts if it's an ESA, stuff like that. But for the most part what we're going to be targeting is people who have a self directed IRA who have pulled the trigger. Okay. The great thing about them, they're investors just like yourself. So you don't have to go and educate them on everything that you're doing. They understand it, they want passive, they can't touch it too. That's a great thing about self directed IRA investors. It can't be something they go out and touch. They can't go get interest on. They can't turn into a, they can have it as rental, but then they got to have management other things. They can get no type of real immediate joy off it. I get, I want to say Joe, but joy. You get what I'm saying? They can't go staying on a vacation house that they own, stuff like that and I go to their friends who have an IRA and their friends can go to their house. That's one thing that could happen. But it works in your favor because this is a passive. Unless they're 59 and a half, they're just the money that they're going to lend to you, the profits are just going to right back in their ira. So they're usually not living off that money anyway. So I really think it's one of the better. I don't believe I know it's the better aspect of things when it comes to it. So the first thing I want to do is show you a couple things. First let's talk about how do you find these names? Well, it's really easy if you just go over to Google and just type in list of self directed IRA custodians. Okay. And you're going to have some advertising but what you want to do is scroll down a little bit and you'll see like look, ultimate list of self directed IRA custodians and administrators. Click on that list. This list has been around, it's a little outdated. Some companies have merged, some have gone out of business, some are been sold off, stuff like that, that's fine. But there's still roughly about 50 self directed IRA custodians and administrators and they're all across the country. Some have a bigger footprint in specific areas where they're at. Others are just going to be like Equity Trust is the largest. So that's what we're going to target most of the type. Okay. They're all across the country. Even though they're based at Ohio, that's where they really do a great job of networking. Their backyard, a lot of stuff. But then Equity Trust also used to do a annual event down in, oh, Orlando, I can't remember where. Celebration Florida I think is what it was. But it was at a big resort. They'd have, you know, 5,000 of their IRA clients coming out. That was like a target. Rich advisors go network with and have a booth at it, stuff like that. But anyway, so pick a daisy. We're just going to target Equity Trust for the time being. You can spend time going and finding, you know, other folks. We'll look for Inspira as well. Formula Millennium Trust. You know, Quest is now Inspira. Is it? Have they updated this list? Op. Yeah. So Quest is no longer on here. That's fine. Making sure. Yeah. So it's got, yeah, plenty of interest. All right, so we talked about yesterday going to Netra online, remember? So Netra Online. And what we're going to do is you click on the public directory here. Okay, first thing I'm going to do is we're just going to go Ohio. That's where Equity Trust primarily is encamped down at there. You'll find them in every county for the most part. So we click on Ohio and let's just pick a county. So Cincinnati, let's just do Cincinnati. That's Hamilton County. All right, so now you're going to look at either the auditor or the assessor's website. All right, and what we're doing is looking for people who have used their IRA to buy a piece of property. So it's really simple. You just go over here to the auditor and you're going to search not by the address because you don't know the address of these properties. You're going to search by the owner's name. Now, I don't know the name. Well, when somebody uses their ira, it's got to be labeled specifically at the county. They're using Equity Trust accounts going to be Equity Trust FBO for the benefit of IRA number 1, 2, 3, 4, 5, 6 7. Or for the benefit, you know, Equity Trust for the benefit of Scott Carson, IRA number 1, 2, 3, 4, 5, 6, 7. So you're not going to search for IRA. You're going to get a lot of people's name whose is ira. You're not going to look for fbo, you're just going to type in Equity Trust. And you see, I've done it here before because it's auto populating it and hit search. And it's just going to show you that there are 174. People in Hamilton county who's used their IRA to buy a piece of investment property. And you can see the balances over here. 0, 45, 7 grand, 100 grand, stuff like that. All right, now that's pretty cool, right, everybody? Now can you print or download this? Let's go down here to the bottom. Sometimes these counties allow for you to do a download. You can export the results as a CSV file. Okay? All right, now it's just gonna, it's giving you the, let's look on here. Okay, it's gonna give you the property address. These are all Hamilton County. So let's just click on one Equity Trust here. All right, Equity Trust. And the mailing address is 1623 Dalton Avenue, 14147, Cincinnati and Ohio. Well, that is not Equity Trust mailing address. That is the investor's name. Okay? Now, it doesn't say FBO or anything like it, just equity trust. So we would just send a letter or a postcard to this mailing address, 1623 Dalton Avenue. And there's a picture of the property. Okay. So hopefully the bar gets it. Just follow up with them. Okay, that's one. Let's go back and do another one here. Let's just go further down here. Let's find one that's got, say, 100 grand or more. On a grand. Here we go. See, like this one. Same. So this one equity trust for the benefit of Stephen Nelter ira. Now this one equity way. That is equity trust mailing account. That's where. There we go. But you see, here's the mailing address for the tax bill. So this is actually probably Steven Melter's physical address. Okay. For the mail and tax bill. So I would mail it to here. And there's a picture of the property. That's what I like about Millington Camp. So. So let's do something real fast. Let's see if we can find Steven Nelter in Westchester, Ohio. Steven Gerard Nel, age 64. That's probably it. 6507 Fountains Boulevard. Okay. He's a Republican. All right. Date of birth, June 27, 1967. Okay, now what do I do? Well, I like to send a letter out and I'll give you an example. Hello, Mr. Nelter, I came across public record that you used your IRA to buy a piece of property I believe as an investment property. I'd love to talk to you about if you're looking for more deals. My name is Scott Carson. I'm a real estate investor. I focus on distressed deals or buying distressed real estate. And notes. We come across amazing deals all across the country and would love to chat with you about if you're looking to. For more deals to fund. And that's kind of what you do. Now, the reason I googled to see if there's an, you know, if he's got a Facebook address or LinkedIn. Let's see what pops up here. Stephen Nelter, Westchester, Ohio. Director of infrastructure at PDS. Okay, he looks like he's 60. He looks a little young there. He could maybe be. He's not as young, but there you go. You could send a message to him on here and save the stamp and letter campaign, you know, message and say, hey, Mr. Nelter, came across that you use your IRA. Are you looking for more deals? I'd love to talk with you if you like, start mentioning the addresses they're in. Do a mail merge to mention the address. You're going to be doing pretty good. That will actually get people. Here's another one. Techno service engineer, Cincinnati, Ohio. That could be him as well. Now, I've sent it to some people that weren't the right Stephen Nelter, you know what I'm saying? And they come back, oh, I'm not the right guy. Okay, no problem. Or some people, I'm more interested in finding out what you're doing for sure. Okay, so. But with just a few seconds there, how many do we find? 174. Okay. Now let's go to a different county. Let's go to Lucas County. I'm just trying to show you that you've got 174 investors you could reach out to right now. Okay. And people invest in their IRA all across the country. It doesn't necessarily need to be your backyard. So those of you that are in like out in California where you can't do this on the assessor's website, guess What? You've got 174 investors you can still reach out to. You're probably not gonna be buying notes in California anyway. So Ohio is a great state. I like buying Ohio. If you live in Ohio, Michigan, Indiana, guess what? Those are the three states you should focus on. Okay. But here's another thing. Let's go to Lucas County. Lucas county is a, a large county. We're going to click on the auditor as well. Same thing we're going to do, look for the owner search. We're going to type in. Let me guess, equity trust is going to pop up there. Yep. Because we've done this. We just, every time we're going to do 100 results, we're going to hit search. Boom shaka laka. Look at that. 150. So that's 130. No, 120. I'm sorry, 328. That's all you need. 328 investors. If you get a 4% response rate, that's 12 people that call you. Average people have 150 grand or more in their IRA. Let's just say 75% of them. So that's nine people at 150, that's, that's a chunk of change. That's over one and a half million dollars there. And this was great is if you click on all results here, it'll allow you to export select all and then download the mailing list and it go. Okay. And let me show you this, what the list looks like. Foreign. So you guys can see it. And here's the list. You got the client's name here. Of course it's going to. It cuts off Andrew or whatever like that. You may want to go back and do it. But when it cuts off the name, I would just say equitrust client. It's got your first name, Andrew. Great. It doesn't have a client name. That's okay. Just leave it as equity trust company client. But it's got the property address and then it has the mailing address over here. Easy peasy for you. Do a mail merge and do a letter campaign out to them. Honestly, this is all you really need to work on. Do 50 letters, 50 postcards a week. All right. For the next three weeks and then repeat it. You know, one of the things that we like doing is having our coaching students create a pitch deck video. It's about 10 minutes long. They send out a postcard, a letter campaign, QR code. People scan that QR code, they go watch 10 minute video. It's like shooting fish in a barrel. It's pretty easy to raise capital that way if you will just market out to it. Now that's a chunk of borrower or chunk of investors there for it. Don't you agree, ladies and gentlemen? How many of you can do this simple thing that we just did? All of you can. Okay, so let's go back here. Let's go back and do another share. I start diving into some of these counties here for folks. Okay, now another thing that you can do besides just the assessor's website is go to the county clerk. And I want to go through that too for you. So the county clerk. So we're in Lucas, still the county clerk or recorder's office is where you click on here. So we go to the recorder's office. That's the clerk. Okay. I have read and understand the above disclaimer. All right, so what we want to do, same thing is we want to look for equity trust. All right. And we're going to record it within. Let's just do the last five years. 0101-2020-1101-2025. Okay. And let's see here. We name search. Yep. Any. All right. Detail search. Now this isn't going to be nearly as clean. Are you talking about There should be more than this. Oh, there you go. 368 entries. Now let's look at this. Let's see if we can see the. The instrument. Click. It will allow us to click on the instrument here. Okay. And you can see over here. If you look at this document. Can you. I see my document here. Okay. You're looking at the deed. You're looking for a deed search or release of lien. So you see Equity Trust company custodian for the benefit of Benjamin Howard ira. All right, he's selling this property. Randy Quinn and Amanda Quinn, or owner financing for this property at 435 Webster Street, Toledo. Now, what we want to do is look for. There's a. Should be a mailing address, So it's prepared by an attorney. So what you need to do is go find an address. Ohio. Was that Cuyahoga? I can't think. Or county. Something like that. But Benjamin Harrod. Benjamin Howard. There you go. Look for Benjamin Howard in this county. All right. State of Ohio. Yeah. Perrysburg, Ohio, is basically where it was created. Okay. Lucas county engineer. So basically that's I would look at for this Benjamin Harris in. Or Perrysburg, Ohio, whatever county that is. Okay. You know, this is a. Not they. Not an easy way to download the list of contacts for this. Okay, so let's click on the next one. Oh, close that down. We'll go to the next one. Camo. It. Let's see the instrument. The same one or is it a different one? It's the same. Why is it not letting me go to the next one? It could be just the system. Oh, it's right there. I just got to scroll down. That's what it is. Okay, so let's just click on this one here and click on this instrument here. There's a different one. And there you go. General Real Estate Mortgage. That let the mortgager. There you go. Equity Trust Co. For the benefit of Donald J. Newman, IRA, whose address is 1 Equity Way Ohio. Now, would you send direct mail campaigns to Equity Trust corporate office? Yeah, you can. Okay. The reason is is all these IRA companies. Any type of mail that comes in is supposed to be scanned and then email the copy to the investor. So I was at least send the first round of letter campaign to. If you got an Equity Trust way great. If you can't find a mailing address for Donald J. Newman. All right, then send it to the letter. But I would look there. Probably most people are going to end up lending for the most part, especially on property around roughly where they're located. Like this is Lucas County. See if they're in Lucas county and go from there. Okay, that makes sense, everybody. So this is in the last five years. Look at that. The last five years, there's been 368 transactions 368. So if you look in total, we're now at 600. And what is that? 6, 680, 678, 692 transactions. Potential investors for you. Yeah. Are some people not going to be doing any more leather money tied up yet? But the whole idea here, this is a little bit more tedious going through here individually. Okay. All right. And let's go from here. So let's dive in and look at a couple of you guys that have mentioned it here for us that are here in zoom. All right. We're going to always focus on the folks that are here live first. So okay, so comments wise was Judy and Judy said Cumberland County, Maine. I don't know if Maine's a disclosure state or not, but let's take a look here. So we'll click on Maine here and we're going to look for Cumberland. Got two of them here. So we'll see what it says here. All right, let's see what the other Cumberland is. Just what it looks like. Oh, so you have the town assessors. Okay, so let's click on the town assessors. Always going to be easier looking the assessors. So let's try this Equity Trust hit search. No. Okay. It's property address. Oh, we have changed this to owner. There we go. Let's try this. No data there. Okay. So they're not showing us anybody. Try Pinsco Trust. Let's try Quest Ira. You know, so it's not showing anybody in there. Let's try IRA services or let's just try Ira there. Nothing there. Okay. You see Ira Hartman, stuff like that. So there may not be anybody. Cumberland county is how big, how many people? It's kind of a small county if I remember right, Judy. Okay, let's look back and let's go to. Let's go back to nature online here. Let's try the clerk just for the heck of it. What's the biggest county in O in Maine there is that Cumberland County. Oh, it is a large state. Yes. Well, we all know there's not many people up there, but it's still worth looking here. All right, so let's do registry of deeds. Okay. And let's do name search and type in equity trust to see if it pops up. Oh, you do. Look at that. Okay, so people aren't buying and they're lending money out there. So you got D D D. Okay, so what we would just do is look at these. You've got a bunch of them. Just select all. And let's see here. Let's view them. Click on this one here. Okay. There you go. Look at that. Henry D. Roberg, Ira. Let's click on that. And he's on the one that did this about 20 years ago, so it's a little bit older. Let's see if we can look at the actual document here. We'll allow. Oh, they discharged it, so they bought it in 20. So they took out a loan in 2004 and then released it back in 2005. Okay, so let's go back to the main list. Okay. All right, hit search. Let's do one more time here. New pages. Where is. Let's reset this. Okay. Equity Trust. All right, so let's look at. See if we can see it more sooner, closer date. So 2004 or here we go. 20. 24. All right, so Equity Trust Blue Brian is a grantee. Metal Holdings Equity Trust, Brian Balloon D. And Stacy Sarno. So let's click on that. Let's click on the deed. View image. There we go. So this is going to be something you could have a VA do for you. Let me blow this up a little bit and I get this to go up a little bit. Let's. Here we go. There we go. So there are some folks here. Equity Trust, company custodian for the benefit of Stacy B. Sarno. She's got 65, Brian Ballou. Okay. Of 1 Randall Road, Peabody, Massachusetts. There for you, Judy. There we go. We found a couple then for you. So that would be really good. I mean, it's always nice if you can meet with some folks local in your community. You know, send a postcard. Hey, let's jump on zoom, meet for coffee, you know, whatever. Okay. But there you go. You got two investors there that have one address. So it'd be worth sending two letters out to Stacey Sarno and one to Brian Ballou. Obviously, Stacy has the bigger interest in this, the 65%, and Brian Ballou has the next one. All right, let's close that down. Let's go back here. I am missing. Where do we go to the next one. Let's go. I don't want to reset the search. It said right there. Okay, so let me. Let me click on it again for you. So how does it know the interest in it? So if you view the image, blow it up there, see, Brian Ballou has 20% by himself. Stacy B. Cerno, Ira has 65%. And then Brian. Oh, you probably can't see that screen. Hang on here, let's let you guys see it. That's probably what it is. Okay, there it is. Making sure you guys can see it now. So there we go. So Stacy Sarno and Brian ballou here, different 20% interest, personal funds, 65% in with her IRA, and then another 15% interest in his own IRA. So it's a little bit tedious going back and forth here on this. Whoops. Let me share. Okay. Wonder why it won't let me go back to go back here. And it keeps popping over when selected. So let's just do this. Let's type in equity as a hit reset equity trust. Okay. Let's see. What are the options? Maybe there's an option here. Cancel hit advanced. So I can do deed search, but I want to leave this neutral. I want to get this welcome to Cumberland county or Lane records thing off my thing here. But can I slide this over? No. But anyway, as you can see here. So you've got 20, 24, 2004. Let's do it by filing date. There we go. Oh, 20, 25. Here's another one here. Okay. Got a couple. So 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14. So 14 within the last three years. Okay. And then all you're gonna do is click on the images here and pull that information. So this is something like I would hire VA to do. Judy, have it go on here. Do a walkthrough video with them in your county. And there you go. So we have. All right, so basically, roger campbell, ira on 2018. There you go. An IRA signed on behalf. So let's see here. They give us a address, probably not, but Roger Campbell, they don't give us a mail address for Roger, but that's still okay. Look for him and reach out to them. Google search like we did before. Okay. So I don't know, Judy, have you done this before in accounting? Had you found anybody before or not? I know you said you'd mess around and having a hard time. Oh, well, now you. There you go. Look at us. Because I know you're. You and I are talking stuff about this. You want to coach your students there. There we go. We helped you find some investors there for you to reach out there locally for you. Yay. Wasn't the assessor's website, but it's at the county. The recorder site, you know, real property records. Okay, that's good. All right, let's do another county here for somebody else that's sitting on here with us. Yeah. So that you look at different counties and search that way you're probably gonna have to go that recorder's office size in a lot of cases, smaller counties, smaller population, less opportunity. Like here in Texas. I had my VA go to the, you know, the top 25 counties, and they did the search just for Equity Trust and Quest Trust. And we found, oh, a chunk of them, over 2,500 IRA investors. And then we were able to skip trace those and find email addresses. Emails for 400, 500 of them, something like that. And it's about a 2530 open rate on the email blast that we did. Okay. All right, so let's. Let's go here. Who else did something? So Jay said Miami Dade County. Okay. Miami Dade county is gonna be relatively easy for you. Let's just go here to Florida. And then we're type in. We're gonna go to Miami Dade. All right, you get the tax collector, property appraiser. All right, we're going to click on the property appraiser website. Okay. No, I would recommend that you don't cold call. They're going to be more surprised. It's going to be harder to find a phone number. I think it's smart to either email, social media, or a letter campaign. Letter postcard campaign. Okay. All right, so we type in owner name, and we're going to type in Equity Trust. Yeah, a phone call, Cold call them would be aggressive. You might get some luck that way. But I would at least send out something ahead of time. A letter campaign, a postcard campaign or something on there, say, hey. Then if you got their phone number, then pick up the phone and call them. About a week later. Hey. Or two weeks later, say, hey, I sent a letter out. I just wanted to follow up with you, see if you're interested in doing anything or love to get together. So there you go. Equity Trust. There's 65 people in Miami Dade county, and you've got the property address for Equity Trust, Miguel. So let's click on. Allow us to click on one of these. Yeah. So the folio number. So this guy owns an apartment complex. This might be a good guy to reach out to. All right, Michael Eckhart Sapira. And then the mailing address. P.O. box 977 on Naples, Florida. Okay. Same thing. I would hire a VA to do clicks on these. Let's go back and we'll see. Will allow us to do any type of. Can we export these in any sort of fashion? Let's go down. You got print results, but that's going to give you the property. It's not going to be in the mailing address. Okay. So this one's a little bit more. Let's just click on another one here. Here we go. Equitrust company. Same thing. This is an apartment complex. So they own quite a few there. That's good. People are using their IRAs. And so there you go. Mailinger 797 Northeast 206th Street, Miami, Florida. And this is just Equity Trust Company. They didn't put their name on it. And that's fine. Just you would send out, hey, Equity Trust custodian. Or the mailing address is probably to. Well, not so different address. That's northwest. So you could do that. Look, look for a. You could go to the county assessors website and type in this address to see who the owner is. Okay, let's do that real fast. Let's go. There you go. The owner is Joseph Ross. So. Hey, Joseph Ross. So. So we found it by just searching in the mailing address and saw the name there. There's a better mailing address for you and a name. So that's something you could have your VA do to go click on it just exactly like I showed you there. Okay. All right, let's go back here. Let's do. Look, let's look at Miami Dade on the recorder's website, see if anybody's lent money on there. So we found 68 Miami Dade. Let's go to their recorder's office. All right, same thing. Yep. Getting started. It wants you to create a login. That's fine. So you can create a login. We're not going to go through that right now, Jay, but you could do that relatively easy. Same thing, search for equity trust. It's been a while. Let me do that. Let's see here. No create. So I'm not going to go through that right now. All right, let's see here. You're welcome, Jay. All right, let's go to Kentucky. That is where Pedro was looking for. McCracken County, Kentucky. What's the biggest city in that area. There? Mccracken county. Paducah. I forgot about Paducah. Okay, so let's see. So we got the county clerk, the McCracken property valuation. Let's look at the valuation side first. Okay. McCracken. Okay, let's see here. Online tools. We're going to look for. Property records, research. That's tax. Okay, let's do that. I agree. All right, so yeah, perfect. So then we just type in equity trust here. Hit search. May not be that many. National Equity Inc. Trust Agreement Dodge trustee. Doesn't look like this is. Well, it could Try this. National Equity Inc. It pulled equity and trust off that, but not in the same things. So may not have a lot of folks there who own real estate in their ira. Let's try. Go back here one more time and type in. Let's try exact match. Yeah. The great thing is the county will auto populate. All right, let's try this again. Let's try. Let's just try Quest County. Quest ira, because no owner. Let's try Pensco. Nothing. Whoops. Let's try Mid Atlantic. No, so it's probably. It's pretty small counting there for you. Okay, that's fine. Paduki. Yeah, that's fine. But this is free. This is free here. So let's go back here and look at the recorder's office like we talked about before. All right, so clowny clerk is what we want to do. Website only. Yeah. Let's see. Records. All right, same thing. Private citizen set search. All right, go there. All right, so here we go. Yeah, it's not. So you get a log in there. That's okay. The little things you do. Let less people do this. Doesn't cost you. Doesn't look like it costs you anything, but that's okay. So unfortunately, there's not a lot of people in Paducah County. But the great thing is, what's the biggest county in Kentucky? Why don't we, when we look there, if Paducah is small, let's go to the largest counties. What's the largest county in Kentucky for you now, Jay? Florida. You've got so many counties. I mean, Florida's got a lot of counties. You could Miami Dade, you could do Broward County. You do Collier County, Lee County, Hillsborough, Duvall, all the major areas you, you don't need to mail outside of Florida if you're just buying in Florida. You can raise a ton of money in Florida for you. Okay, but let's see here. What's the. Let's do this. Let's just search for what's the. What is the largest county in Kentucky? Jefferson County. Okay. All right, let's go to Jefferson county, then. Let's go take a look here for the fun of it. Same thing, property valuation. Go to online. Let's see what pops up there. So log in with a paid subscription. Okay, that's fine. Go do that. Let me do that. Yeah. So then when the paid. And so, you know, sometimes you'll have run into that. Let's try. Let's do this search. Let's do the county clerk instead of the valuation, see if it Allows you to do that or wants you to search shirts by party name. Equity Trust Search. There you go. There's a lot in Jefferson County. Look at that. Equity Trust Company 2079 names. Look at that. Wow, there's a lot. Let's. Check all. So 42 different names. And let's click. Can we check on any of these or not? There we go. Now, given us this in a. Any type of date aspect here. I'm trying. So, yeah, There we go. 2004. Can we sort it by date? No, Bo. Let's sort by date. 2005, 2006, 2008. Okay, so you got to go further down to the bottom down here. Okay. Oh, and it's. Wow, look at that. It's all of them there for you. Okay. Rue McFarland has a lot there. That's 2004. Okay, so then what I would do with this is allow you to copy, paste it. Let me try something here. Yeah, it will. So for something like this, copy it and let's go over to Excel. All right, so you can see what I'm doing here. And I'm just going to paste it all in there. Let me do it. Yes, it did. Look at that. Well, it doesn't do it by. Let's try another tab. Let's try. There we go. That's better. Okay, so it mail. It merged some of these files. Okay, that's even better. Okay, so now what I would do here is I would filter some of these. Let me filter, sort and filter, filter. And let's custom sort it. Let's go in here. My data is headers. And let's do the date. Newest to oldest. Let's see if it doesn't. If it doesn't screw stuff up. All the merged cells need to be the same size. Okay. That's what it is. So then I would just. You could just. They're not all the same size. So that's why it's not letting you just do it. So maybe we do this dates and let me just select 2025, 2024, 2023. Let's do the last five years. Okay, now there you go. So it. It pulled these 1, 2, 3, 4, 5, 6, 7, 8, 4, 9, 10 from the last five years. So there's 10 people who've done something the last five years who've lent money. And if you click on the View link, take us there to the document to take a look at it. Let's see if it does here. It does. Boom. And now we have the address Equity Trust Company. Custodian for the benefit of. And there you go. There's. That's the. That's a P.O. box mailing address for Equity Trust. Let me see if it shows that to you. Nope. So when you click on that link, it takes you here to the actual document PDF. So there you go. That's a great way. Yeah, you just made it copy. Paste it over and give it to a VA to go pull. Click on these, click on these images and then do me a service of going on your file, the mailing address for all these people. A little bit of pain he has to do, but still it's those little things that we do that most people won't do. Because if you literally look at this, there's a lot there. So man, that's a lot. That's great. So let's do, let's do it a little bit further back. Let's just go back. Okay. Not selecting all 20. 25, 20, 24, 23, 22, 21. Let's go back to last 10 years. Okay. No, that's better. That's a few more. It's about 20 there. But there's, there's an opportunity for you to connect the local people and that was pretty simple. Okay. Are we happy with that? Tell you what, nobody's going above and beyond like we do here. Yeah. So this is how I look up foreclosure properties to try and get seller finance deals. Okay, There you go. Yeah, you look up a the properties to see if it totally makes sense. Pedro, good stuff. All right. But here's a way for you to look at private investors that could fund your potential foreclosure deals in Kentucky. All right. All right, let's go back over here. Let's look at something. You want me to look at California forum. Let me close some of these websites down. And Steph was just informing me that there's a huge power outage just literally the street over from us here. So we may end up experiencing another little outage throughout the day. So just keep that in mind. If it does just hang around, I'll be logged back as soon as I can or send a text message that. Okay, so let's go to where's our Netra online at? Okay. So Shantae wants me to look in San Bernardino County, California to give you an example what's going to look like. That's fine. All right, so California. California is going to be tougher on the assessor's website because it's a non disclosure state. So San Bernardino. What Albertadino County. Sorry, There's no Bernardino County. So what county is San Bernardino in? What county is San Bernardino in? Oh, San Bernard, sounds right. San Bernardino County. My apology. Okay, let's change this over to California again and go down to San Bernardino. There we go. All right, let's see if we get lucky with California here. All right, so see here the assessor's website. We click on the assessor's website. I don't want the latest news and updates. Okay, let's try it. So it's just going to be a map, I think. Let's try this. Let's see what they say about this. Yeah, yeah, I agree. Yeah. See once you have the parcel number there's not another way to switch that. So it's not the same thing. So let's go back here and try the assessor GIS dashboard. If there is us any help there. Yeah. Not there's no search aspect of it. All right, so you can't search for the county assessors, which we knew that. Let's go back here and see that what they say at the clerk. Let's try the quarter's office. Click on there. I'm not a robot. I accept. Let's try the official. Start a professional record search. Name search web. Okay, we might have some luck here. So let's type in Equity Trust and let's recording date. Let's do it for the last five years. 0101 D 202210012025 hit search, see what pops up. So this is the, this is where it gets a little tough here because it's going to be agreement and assignments. So you have to, this is what makes it difficult. I'll let you look at an image or not. Sometimes they want you to go through. Okay. So there you go. You have to, you have to click on these. It's not as easy as some of the other counties and that's what California does. All right, so you see Equity Trust company Reckford James ira. Okay. And it will not allow you to view it. They want you to purchase it. So we'll go back to search, go to the next one. And you can see it's pretty easy. You could just be DO A. There's 822 total IRA accounts going backwards the last five years. Okay. And so you can see on these by just searching. Okay. Equity Trust Co. Lou Rosenberg, Ira Connors, Jacob Roth Connors, Christopher J. Ira. So you could just look at these and see which side they fall on. Equity Trust company. Now you could do you could even do it a little bit different name. It won't let you. Let's see here. So you see the agreements, the assignments of deeds, the deeds of trust. I would just do the whole thing, you know, 2025. So let's see, there's quite a few back in 2025 here. D d d d d so there you go. You could raise plenty of money. Like Jacob Connors is showing up quite a bit there. Okay, question here from somebody. Yeah, so a form you would look for deed you will look for an assignment you could look for release of lean. There's a whole variety of different documents you would search for on those. But I just do it generally equity trust because I want to just get the people's names. I don't care if they're releasing it. I mean it's nice to get released, stuff like that. Okay. And go from there. But there you go. So there you go. San Bernardino county. You can look at the county clerk, recorder's office which was known. You can do that just about all across the place to look there. LA County. I'm not going to go into it where we found plenty here for you to take a look in San Bernardo. But that's the thing, I'll just go through these things. You know, Christopher J. Connors, Jacob Connors. I mean there's got quite a few in there. It's like he did quite a few stuff. Equity trust, dorging, Poland Ira, Poland trust. Michael Dean, Poland Ira. Let's see. Yeah, Christopher Connor's got a lot there. Ron Meyer, Roth Ira, Lowell Meyer. You see what I'm saying Lisa? So you could really just go down here, boom, boom, boom. I wouldn't, I don't think you'd copy. Let you copy paste this or probably not. It's probably a pain in the ass. Yeah, see it's not gonna let you. Oh it will. It's just that the merge is going to be different. You're gonna have to mess around with that Ashanti on yourself there for you. Okay, so plenty of investors, ladies and gentlemen, just out there already willing to use their money. That's the thing you had to think about. They're out there, you just gotta go find them. You just gotta start reaching out to them to talk with. And we'll dive in a little bit more here in a few minutes on some of the things that you do, some of the things you can use for marketing wise to help you drive engagement, get people to reach out to you. Okay, but let's do this, let's take a our first mid morning break here a little bit. Let's take it for eight minutes and we'll come right on back at top of the hour, all right?
More from Scott

Session 19 - Note Investing 101: The 10 Essential Exit Strategies for Profit & Problem Solving

Session 11 - Mastering Investor Marketing: From County Records to Pitch Decks

Session 13 - Note Investing Blueprint: Marketing, Due Diligence, and Deal Flow Secrets

Session 14 - The "30-30 Marketing Matrix": Scott Carson's 20-Year Blueprint for Note Investors

Session 15 - Attract Private Capital: The Simple Presentation for Note Investors

Session 12 - Mastering Investor Outreach and Due Diligence for Note Investing

Session 18 - Scott Carson's 1-on-1 Note Investing Coaching: Your Blueprint to Success

Session 16 - Raising Capital & Vetting Deals: A Pro's Guide to Note Investing Due Diligence

Session 17 - The Note Investor's Toolkit: VAs, AI, Vendors, and the Power of Action

