01/02/2026
Markets are recalibrating, and retirement capital is under pressure from volatility, inflation, and policy shifts. This Lunch & Learn with Joel Landon of Heritage IRA focuses on one specific private-market strategy investors continue to lean on during uncertain cycles: mortgage notes inside Self-Directed IRAs.
Join Jasmine Willois, President of NAP Private Equity Club and General Partner for RDMO Fund II with PEMCO Capital Management, for a practical, education-only breakdown designed to help investors understand how notes function, where income comes from, and what risks actually matter.
What’s covered in this session:
• What mortgage notes are — and why investors use them
• How notes are held inside a Self-Directed IRA and generate tax-advantaged income
• Performing vs. non-performing notes, first vs. second position
• How cash flow, amortization, and payments show up inside an IRA
• Why notes are often explored during market uncertainty (income, collateral, structure)
• Key risks: borrower performance, servicing, property value, and exit paths
• What high-level due diligence looks like before deploying IRA capital
• How notes compare to owning physical real estate inside an IRA
• Common structural mistakes investors make — and how to avoid them
• Who this strategy tends to make sense for (and who should skip it)
🕘 Date: January 6
⏰ Time: 9:00 AM PST
🎥 Format: Lunch & Learn Webinar Recording
👉 Register here:
https://us06web.zoom.us/meeting/register/dLZvijjGQ4K56zQTqmGbSg
No hype. No shortcuts. Just clear education so you can decide whether this strategy belongs in your retirement plan.
