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Promissory & Mortgage Notes Real Estate Broker Expert Witness

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Expansive Network of Over 30,000 Experts

100’s of categories of highly-qualified medical and technical experts in just about every state, for just about any type of case.

We’re Trusted in Over 10,000 Legal Cases

Since 1995 we’ve worked with 1,000’s of medical malpractice, personal injury and government cases in every state and region.

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We respond in less than 1 hour. We’ll search for you or search CV’s on our site by keyword, category, state or region – both are free!


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Free Expert Witness Search and Recruiting

You’ll pay nothing to have us do the hunting for the perfect expert witness for you. If, for any reason we don’t have the perfect expert in our network, as always, we’ll do the recruiting for free. Since 1995, we continue to expand our network.


Promissory & Mortgage Notes Real Estate Broker Expert Witness

Provides Opinion & Testimony In:

Promissory Notes, Mortgage Loan Notes, Divorce Notes, Partnership Dissolution Notes, Estate Notes, Broker, Mortgage Loans, Real Estate, Real Estate Broker, Appraiser, Real Estate Appraiser, Financial Planner, Investment Advisor, Realtor, Deeds, Appraisal Report,



Expert No. 83


Appraisal and Marketing of Promissory & Mortgage Notes, and Cash-Flow Assets Nationally
A “Qualified Appraiser” as Defined by the Internal Revenue Service
Expert Consulting & Expert Witness Services –IRA Accounts and LLC’s Appraised


Practical Experience

My knowledge was gained through practical experience, not textbook theory. Over 35 years of national experience in all facets the private mortgage note, private promissory note, and debt instruments industry.
•    Appraised and valued over 500 private mortgage notes and private promissory notes

•    Purchased over 100 private mortgage notes and promissory notes for own account
•    Serviced notes–collected payments, handled collections, initiated foreclosures, etc.
•    Brokered private mortgage notes and private promissory notes nationally
•    Used private promissory notes and mortgage notes for real estate purchases and exchanges
•    Marketed and brokered private promissory notes nationally
•    Invested in private promissory notes and mortgage notes since 1971


Promissory and Mortgage Note Valuations and Marketing  

Appraisals and Valuation Reports are provided nationally to Tax Attorneys, Family Law Attorneys, Private Investors, CPAs, Financial Planners, Estate Attorneys, Realtors, and Litigation Attorneys. Professional appraisal valuation reports that conform to IRS regulations are provided. These appraisal reports satisfy IRS standards as “Qualified Appraisals” by a “Qualified Appraiser”. Expert consulting and expert witness services provided nationally. Promissory Notes Marketed Nationally.


Education and Training

Law Degree /Accounting Minor–University of Denver Colorado
Real Estate Broker Specializing in Private Promissory Notes                                 
Certified Commercial Investment Member Designation Earned (CCIM)


Summer 2011 Newsletter Article  Promissory Notes – Traps & Tips


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Expert Articles

Promissory Notes – Traps & Tips

The Trap Although appearing relatively simple in concept, a promissory note and the accompanying loan documents can be very complex in construction. Additionally, the attorney must insure that its terms and conditions of the note and other loan documents comply… Continue Reading

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