From Wealth With Notes

The Performing Note Offer Calculator

A teaching tool, not a final answer

Before You Calculate

What This Calculator Actually Does

This calculator helps you figure out what to bid on a performing note based on the yield you want to earn. You enter the note's current terms, the yield you are targeting, and the calculator tells you the maximum price to pay to hit that yield.

It is a starting point, not a final answer. A real offer needs stress testing against worst-case scenarios, ITV verification against the property value, and a full review of the collateral file. This tool gives you the math. The rest of the work is yours.

What the borrower still owes on the loan today.

What the borrower pays every month, including principal and interest only. Do not include escrow for taxes and insurance.

How many months of payments are left on the loan.

The yield you want to earn on your investment, as a percentage. Common targets range from 8% (conservative) to 13%+ (higher risk).

What This Calculator Doesn't Do

This tool gives you the math for a single offer based on the inputs you provide. It does not evaluate the borrower's payment history. It does not assess the property's condition or location. It does not verify the chain of title or the assignment paperwork. It does not catch second liens, unpaid taxes, or code violations. Those skills are how you turn a calculator number into a real, defensible offer.

The structured training I personally recommend for those skills is Kevin Shortle's mentorship program. Kevin has walked collateral files with me deal by deal and helped me develop the discipline to evaluate performing notes beyond what any calculator can show.

Learn About Kevin's Mentorship

Full disclosure: I'm an affiliate of Kevin's program. I recommend it because of how it shaped my own investing.