Performing vs. Non-performing

Performing vs. Non-performing

There are many types of notes, but one easy way to categorize them is to label them as either performing or non-performing. A performing note is being paid on time every month. A non-performing note is typically defined as one where the borrower is behind on their payments by at least 90 days. From an investor’s standpoint, non-performing notes typically involve more risk and work but potentially more reward. Although pricing has increased in the last few years, a note investor can often buy a performing note for 70% to 90% of the unpaid principal balance of the existing loan. A non-performing note can be purchased for less, possibly 40% to 70% of the unpaid principal balance. The unpaid principal balance is the amount still owed on the note not including interest, late fees, and other charges that may also be owed.

Maurice Thomas Jr., MBA

RE & Mortgage Note Investor | Mentor | Asset Manager

1 年

Thank you for shedding light on the intriguing world of performing vs. non-performing mortgage notes. This distinction is crucial for investors to understand, as it significantly impacts investment strategy and potential returns.? Performing notes, being the smoother path, offers a consistent income stream, akin to navigating calm waters. On the flip side, non-performing notes, while presenting a higher risk, also open the door to potentially higher rewards for those willing to navigate the stormier seas, offering the chance to acquire assets at a fraction of their value. Your insights underscore the importance of thorough due diligence and risk assessment in choosing the right path. For investors willing to explore the complexities of non-performing notes, the opportunities for significant returns, coupled with the chance to help borrowers retain their homes, can be especially rewarding. This nuanced understanding encourages a more strategic approach to portfolio diversification. Appreciate the deep dive into this topic, offering valuable perspective for both seasoned and aspiring investors. Which do you prefer June, performing or non-performing notes?

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