San Diego Legacy Wealth Investor Roundtable

Join us in person for a focused learning event where you'll discover how mortgage note investing lets you generate passive, real estate–backed income—without the hassles of tenants, toilets, or trash.

What you’ll gain:

• Master how note investing works to create stable monthly returns.
• Learn to “Be the Bank”—position yourself ahead of traditional lenders in payment priority.
• Avoid landlord stress by eliminating property management responsibilities.
• Discover San Diego–specific note opportunities.
• Walk away with a clear roadmap and actionable next steps to kickstart your note investing journey.

Why attend? This isn't theory—it’s real strategies from two experts who’ve mastered note investing:

• Patrick Franz – Former landlord turned note investing strategist with millions in assets under management.
• Desi Arnaz – Co‑founder of a $20M note investment fund and mentor with 40+ years of real estate experience.

Perfect for: Investors burnt out on rental property management who still want real estate exposure, seek truly passive income, and dream of scaling without scaling the workload.

Space is limited to keep the event interactive and valuable—don’t miss your chance.

Event Venue & Nearby Stays

11440 W Bernardo Ct ste 300, 11440 West Bernardo Court, San Diego, United States