How We Help You Use Real Estate Notes
We focus on one thing: Guiding cautious, passive investors into real-estate note deals–so you can build and your protect wealth.
We do the heavy lifting. You make the big decisions, collect the payments and stay in control of your overall plan.
Guided Buying & Selling of Real Estate Notes
The Sol Group acts as your personal note consultant, walking you through buying or selling real estate notes. You tell us your goals; we handle the sourcing, underwriting, and logistics.
If you're investing, we'll present carefully reviewed note opportunities, explain them in plain English, and coordinate closing and servicing so you can enjoy your mailbox money.
If you already hold a note and want liquidity, we can review your note and outline options for a partial or full sale, helping you unlock cash while protecting your long-term interests.
Using Notes to Build Wealth Over Time
For clients who want more than a one-off deal, we help design a simple note investing plan that supports your long-term goals–like supplementing income, easing into retirement, or diversifying beyond the stock market.
We'll talk through timelines, risk comfort, and how note income can sit alongside what you're already doing, then bring you opportunities that fit. No complex trading, no day-to-day management–just a clear path you can understand and stick with.
Using Tax-Advantaged Accounts With Note Investing
Many clients prefer to hold notes inside tax-advantaged accounts–like self-directed IRAs or other specialized structures–to store wealth, preserve capital, and invest with purpose.
We'll help you understand, at a high level, how these accounts work with notes, introduce you to trusted providers when needed, and coordinate on the investment side so everything stays aligned with your broader plan.