Real Estate Investing Tax Lien Certificate Course from Udemy

In this course, you will learn the fundamentals of doing the research to invest in tax lien certificates anywhere in the country. PLUS, the skillsets learned here could easily be the base for learning how to research most real estate investing transactions prior to purchase.

This course includes actual bids I won in the Yavapai County tax lien certificate auction.

I share the real estate property tax lien selection criteria I used to win those bids.

This course talks about the overall research process so that you can decide to participate in any tax lien certificate sales auction anywhere in the country.

Most of the counties in the U.S. conduct their auctions online. Each county either holds those sales online through their site, or some other third party auction portal website.

The two most popular tax lien auction portals are:

LienHub whose parent is GrantStreetGroup, and
RealAuction (Real Tax Lien) who handles auctions for various counties within the country

Both sites also offer other services that compliment the real estate, tax lien and tax deed investing process.

My investing strategy was that of a very risk averse, first time, tax lien investor and so my investing strategy was drilled down to the very lowest common denominator which was to investing in tax liens that have a very high likelihood of redeeming and redeeming quickly.

My overall goal was to find an investment vehicle that would provide me returns greater than the bank without having to invest a lot of time, money and management.

Many states returns are in the high teens like Arizona at 16%, Florida at 18% and Colorado at a whopping 36%, but when you are bidding you bid for something lower than that, but much higher than banks. And when you learn just the fundamentals of how to get started in the tax lien auction world of real estate investing, it opens up a lot of opportunity for education, growth and returns.

Part of that growth is also the ability to invest in Over The Counter (OTC) or County Held Certificates as well as the very popular tax deed investing and this course brings that information to you too.

With that said, this course is presented in such a way that it is easy for you to consume, take notes and expand your research, as all major points related to this topic are the focus of this course allowing you to understand a big topic in bite-sized chunks.

What's inside

Learning objectives

No mortgage. no credit check. no down payment. no tenants. no toilet. investing
Learn exactly what tax lien investing is and is not
3 phases of tax lien investing
Learn why tax lien investing can be an important part of your investing business

Learn how to set your investing goals
What to do during and after the tax lien auction
How to find auction sites
The top 2 spin offs of tax lien investing

No mortgage. no credit check. no down payment. no tenants. no toilet. investing
Learn exactly what tax lien investing is and is not
3 phases of tax lien investing
Learn why tax lien investing can be an important part of your investing business
Learn how to set your investing goals
What to do during and after the tax lien auction
How to find auction sites
The top 2 spin offs of tax lien investing

Syllabus

Introduction

Tax lien certificate investing

What is tax lien certificate investing

3 Phases to Tax Lien Investing

Returns vs Risks

The Life Cycle of a Property Tax Lien and What You Need to Know to Bid Effectively

The Life Cycle of a Property Tax Lien

Best States to Invest In and The Bidding System

How to Set Winning Investment Goals

Goal Setting For Investing

Budget

Learn how to research tax lien certificate properties that meet your selection criteria.

Research to Find Properties that Meet Your Selection Criteria

Research Tax Lien Selection

Example Bidding Results

During this lesson, you will learn ways to improve your bidding results during the auction.

During The Auction

After the Auction + My Winning Bids

Chain of Title Review

Tax Deed Investing Review

How to Conduct Chain of Title Research (Optional)

Use this checklist to prepare yourself for the next tax lien auction in the county of your choice

Getting Started Checklist

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Real Estate Investing Tax Lien Certificate Course with these activities:

Review Real Estate Fundamentals

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Solidify your understanding of basic real estate principles to better grasp the nuances of tax lien investing.

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Review key real estate concepts like property valuation and market analysis.
Familiarize yourself with different types of property ownership.
Understand the basics of property taxes and assessments.

Read 'The Book on Tax Lien Certificates' by George Dube

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Gain a deeper understanding of tax lien certificates through a dedicated book on the subject.

View Legal, Tax and Accounting Strategies for the... on Amazon

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Obtain a copy of 'The Book on Tax Lien Certificates'.
Read the book, taking notes on key concepts and strategies.
Reflect on how the book's content relates to the course material.

Compile a List of County Auction Sites

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Create a resource of county auction sites to streamline your research process.

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Research online for county websites that host tax lien auctions.
Compile a spreadsheet or document with links to these sites.
Categorize the sites by state and county for easy reference.
Add notes about auction schedules and requirements.

Four other activities

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Simulate Bidding Scenarios

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Practice bidding strategies in simulated scenarios to improve your decision-making skills.

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Find sample tax lien properties and their assessed values.
Set a budget and bidding parameters based on your risk tolerance.
Simulate bidding against other investors, adjusting your bids as needed.
Analyze the outcomes of your simulated bids and identify areas for improvement.

Write a Blog Post on Tax Lien Investing

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Solidify your understanding by explaining tax lien investing to others in a blog post.

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Research and outline the key aspects of tax lien investing.
Write a blog post explaining the process, risks, and rewards.
Include examples and personal insights to make the post engaging.
Edit and proofread the post before publishing it online.

Read 'Tax Lien Investing Secrets' by Joanne Musa

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Explore advanced strategies and secrets of tax lien investing through a dedicated book.

View Tax Lien Investing Secrets on Amazon

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Obtain a copy of 'Tax Lien Investing Secrets'.
Read the book, focusing on advanced strategies and techniques.
Consider how these strategies can be applied to your own investing goals.

Research and Track a Tax Lien Property

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Apply your knowledge by researching and tracking a specific tax lien property from auction to redemption or foreclosure.

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Identify a tax lien property in a county of your choice.
Research the property's history, assessed value, and tax status.
Track the property's progress through the tax lien process.
Document your findings and analyze the potential outcomes.

Career center

Learners who complete Real Estate Investing Tax Lien Certificate Course will develop knowledge and skills that may be useful to these careers:

Tax Lien Specialist

A tax lien specialist focuses specifically on the buying, selling, and management of tax liens. This course directly addresses the core responsibilities of a tax lien specialist. The course offers an introduction to the world of tax lien certificate investing including its three phases and the interplay of returns versus risks. The course's exploration of the returns for various states, like Arizona, Florida, and Colorado, is especially relevant to the daily work of a tax lien specialist. It will especially help them with learning the bidding system.

See salaries and explore the career path for Tax Lien Specialist

Real Estate Investor

A real estate investor identifies, analyzes, and acquires properties with the goal of generating profit. This course helps build a foundation for those interested in becoming a real estate investor, specifically within the niche of tax lien certificates. The course focuses on the research process, which is essential for evaluating potential properties and making informed investment decisions. With its detailed look into selecting tax liens, bidding strategies, and the overall auction process, this course can prepare one to navigate the tax lien certificate market and to identify opportunities for investment. The course's mention of OTC or County Held Certificates and tax deed investing further broadens the horizons of a real estate investor.

See salaries and explore the career path for Real Estate Investor

Real Estate Analyst

A real estate analyst evaluates market trends and property data to provide insights and recommendations for investment decisions. This course can provide a strong foundation for a real estate analyst. By discussing research methodologies, the course helps in performing due diligence on properties before investment. The course's focus on identifying investment goals aligns closely with the work of a real estate analyst, who is tasked with advising on sound financial strategies. The breakdown of bidding results and the discussion of various states' returns further gives the analyst a useful perspective.

See salaries and explore the career path for Real Estate Analyst

Due Diligence Analyst

A due diligence analyst investigates and verifies financial and legal information related to potential investments or acquisitions. This course is aligned with the work of a due diligence analyst in the real estate sector. The course's heavy emphasis on researching properties, evaluating risks, and understanding the life cycle of property tax liens are directly applicable to conducting due diligence. The review of chain of title research helps one prepare effectively for conducting due diligence.

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Title Researcher

Title researchers examine property records to determine ownership history and identify any encumbrances or claims against a property. This course may be useful for aspiring title researchers due to its emphasis on research and property records. The course delves into the research process for tax lien certificates, which requires a thorough understanding of property information. Specifically, the syllabus dives into chain of title review and how to conduct chain of title research. The checklist provided further prepares the learner for an auction.

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Portfolio Manager

A portfolio manager is responsible for developing and implementing investment strategies to achieve specific financial goals for clients or organizations. This course may be useful for portfolio managers who are looking to diversify their investment strategies. By learning about tax lien certificates, a portfolio manager can explore an alternative investment vehicle that does not involve a mortgage, credit check, down payment, tenants, or toilet. The course teaches how to set investment goals and how to research tax lien certificate properties.

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Investment Consultant

An investment consultant advises individuals or organizations on how to allocate their assets to achieve their financial objectives. This course may be useful for investment consultants looking to expand their knowledge of alternative investments. By exploring the world of tax lien certificates, investment consultants can introduce clients to new opportunities. The course allows the consultant to assess returns versus risks, and find the best states to invest in.

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Financial Planner

Financial planners help individuals manage their finances and achieve their long-term financial goals through budgeting, saving, and investing. This is done through the use of many investment vehicles. This course may be helpful for financial planners who want to learn about tax lien certificates as an investment option for their clients. The ability to learn how to set winning investment goals, budget, and learn how to research tax lien certificate properties will be valuable. The financial planner will become familiar with returns versus risks.

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Real Estate Broker

A real estate broker acts as an intermediary between buyers and sellers of properties, negotiating deals and ensuring that transactions are completed smoothly. This course may be useful to a real estate broker who wants to expand their services into the tax lien certificate market. The course provides an overview of the process from research to auction, bidding tactics, and knowledge of OTC or County Held Certificates. By understanding this market the real estate broker may be able to connect buyers and sellers in the tax lien certificate world.

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Land Acquisition Manager

A land acquisition manager identifies and secures land for development projects, negotiating purchase agreements and ensuring compliance with regulations. Learning the strategy of tax lien certificate investing can be an important part of the land acquistion manager's investing business, and this course teaches this strategy. The course will assist in learning how to research tax lien certificate properties that meet their selection criteria. The land acquisition manager will learn how to review chain of title.

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Property Manager

A property manager oversees the day-to-day operations of rental properties, including tenant relations, maintenance, and rent collection, allowing the owner to earn passive income. This course may be useful to the property manager, as it teaches tax lien certificate investing. The property manager will come away with a knowledge of how many states offer returns in the high teens, like Arizona at 16%, Florida at 18% and Colorado at a whopping 36%. Further, the property manager will learn the ability to invest in Over The Counter (OTC) or County Held Certificates.

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Real Estate Appraiser

Real estate appraisers provide a professional opinion of the value of real property. This course may be useful to the real estate appraiser. The real estate appraiser will understand the overall research process so that one can decide to participate in any tax lien certificate sales auction anywhere in the country. The real estate appraiser will learn the life cycle of a property tax lien.

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Compliance Officer

A compliance officer ensures that a company adheres to legal standards and internal policies. This course may be useful to the compliance officer. The compliance officer can understand the best states to invest in and the bidding system. The compliance officer will come away with some knowledge about tax deed investing review.

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Auditor

An auditor examines financial records to ensure accuracy and compliance. This course may be useful to the auditor. The auditor will learn about goal setting for investing and learn how to research tax lien certificate properties that meet selection criteria. With this knowledge, they can understand how to provide sound business advice.

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Business Intelligence Analyst

Business intelligence analysts examine business processes to advise clients on how to increase revenue. This course may be useful to the business intelligence analyst. The analyst can learn how to set winning investment goals and learn how to research tax lien certificate properties. During the lesson, the analyst will learn ways to improve bidding results during the auction.

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Real Estate Investing Tax Lien Certificate Course

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