**Welcome to 2026! Our Goals, Lessons & What's Coming**

Dave and Nathan kick off 2026 with a candid review of their 2025 goals—what they crushed, what they missed, and the lessons learned along the way.

**Episode Highlights:**

- DSCR loan success: Funding landlords with equity in their properties

- DME Conference: Lower attendance but higher quality connections

- The hard money lending opportunity they regret missing

- Nathan's capital raising challenges and lessons on personal involvement

- Personal wins: 10,000 push-ups and conquering Mount Rundle

**2026 Goals Revealed:**

- Dave's upcoming book for note creators

- Expanding into the seller finance community

- AI automation tools for note investors

- Growing DME conference to 300 attendees

- Deploying $3M+ into performing loans

**Key Takeaways:**

- SMART goals framework for note investors

- Why networking and referrals drive this business

- Warning signs on wrap notes and sub-to deals

- How to create marketable notes from day one

Next episode features Jay from BiggerPockets—don't miss it!
(00:00) Introduction

(00:52) Reflecting on 2025

(02:15) Why Goal Setting Matters

(04:03) DME Conference Results

(05:50) DSCR Loans Success

(08:31) Missed Hard Money Opportunity

(09:23) Capital Raising Challenges

(10:30) Personal Goals and Family

(12:11) 10K Push-ups & Mount Rundle

(13:21) 2026 Show Plans

(15:21) SMART Goals Framework

(17:37) Fund Deployment Strategy

(19:21) Wrap Notes Warning

(21:19) AI Automation Goals

(23:43) Dave's Upcoming Book

(25:58) Note Buying Goals

(28:25) Seller Finance Outreach

(31:57) Next Episode Preview