Why Smart Money Stopped Chasing the Market - And Started Becoming the Bank

A Free On-Demand Training for Accredited Investors - Hosted

by Patrick Franz, Everly Mae Capital Group

↗

8–10% Preferred Returns

Paid to You Quarterly or

Compounded

♢

Every Dollar Secured by Real

Estate

First-Position Lien Protection

◎

No Market Risk. No Tenants.

No Guesswork.

Pure Cash Flow.

A Smarter Strategy for Your Capital

If you're an accredited investor who's tired of watching your capital bounce around in volatile markets, work harder than your savings account, or get tied up in high-maintenance real estate — this on- demand training is for you.

In 25 minutes, Patrick Franz — Fund Manager and Investor Relations Director at Everly Mae Capital

Group — walks you through exactly how accredited investors are generating 8–10% preferred returns

secured by real estate. Predictable. Passive. Completely uncorrelated to stock market volatility.

You'll learn the same private lending strategy that banks have used for over 100 years — and why it's

now available to accredited investors through Everly Mae Capital Group.

Watch now — free, on demand, 25 minutes. Your capital deserves better.

What You Will Learn

01

Why private lending outperforms stocks and rental real estate on a risk-adjusted basis, without the volatility or the headaches

02

How first-position

real estate liens protect capital at

every step.

03

Two core strategies: secured private lending and note acquisition, and how each generates returns.

04

Exactly how to get started as accredited investor with $50,000 minimum and what to expect day one.

Patrick Franz

co-Founder & Fund Manager, Investor Relations Director — Everly Mae Capital Group

Patrick Franz has spent 25+ years in real estate — as a note investor, private lender, coach, and fund manager.

He co-founded Everly Mae Capital Group to give accredited investors direct access to the same secured lending strategies institutions have used for generations.

Patrick is also Co-Founder of Note Investor University, where he has trained hundreds of investors across the country.

Frequently Asked

Q: Who is this webinar for?

This training is designed specifically for accredited investors — individuals with a net worth of

$1M+ excluding primary residence, or income of $200K+ per year. If you're not sure whether you

qualify, we're happy to walk you through it on a call.

Q: How long is the training?

The recorded webinar runs approximately 25 minutes, followed by a brief invitation to schedule a

complimentary strategy call with Patrick.

Q: Is this a sales pitch?

It's a transparent walkthrough of how our fund works and why it might be a fit for a portion of your

portfolio. We believe in informed decisions — not pressure. Our investors always say they wish they'd had this conversation sooner.

Q: What happens to my money if a borrower defaults?

Every loan we fund is secured by a first-position lien on real property. In the event of a default, we

have the legal right to foreclose and recover capital through the underlying asset. The real estate is

the backstop — not a promise

Q: Is my capital locked up?

Yes. This is a private fund with a multi-year hold period. This vehicle is designed for capital you're

putting to work long-term — not funds you may need immediate access to.

Q: What is the minimum investment?

The minimum investment is $50,000. All investors must be accredited.

Q: How do I get started?

The first step is a 30-minute strategy call with Patrick. Book directly at calendly.com/talktopatrick

— no obligation, just clarity.

Ready to stop being the landlord?

Watch the free training, then book a strategy call with our team to see whether

note investing fits your situation.

© 2026 Note Investor University. Educational content only - not financial, tax or legal advice.