Legal Disclaimer

General Information Only

The information provided on cassidyinvestments.com — including all blog posts, articles, guides, videos, webinars, social media content, and any other materials published by Cassidy Investment Group, LLC — is intended solely for general educational and informational purposes.

Nothing on this website constitutes, or should be construed as, financial advice, investment advice, legal advice, tax advice, or any other professional advisory service. Cassidy Investment Group, LLC is not a licensed financial advisor, investment advisor, broker-dealer, attorney, or tax professional.

No Investment Advice

Mortgage note investing, real estate investing, and related strategies involve significant risk, including the potential loss of principal. Any references to returns, yields, income, performance figures, or investment outcomes on this website are illustrative and historical in nature and are not guarantees of future results.

Before making any investment decision — including the purchase or sale of mortgage notes, participation in seller financing transactions, use of a self-directed IRA for alternative investments, or any other investment strategy discussed on this site — you should:

• Consult with a qualified, licensed financial advisor who understands your complete financial situation
• Consult with a licensed real estate attorney regarding any legal aspects of a transaction
• Consult with a qualified tax professional regarding the tax implications of any investment
• Conduct your own independent due diligence on any investment opportunity

Note Valuation & Pricing Information

Any note valuation ranges, pricing estimates, or offer percentages referenced on this website (such as “performing notes typically sell for 70–92% of unpaid principal balance”) are general market estimates based on industry data and experience. They are not guarantees, appraisals, or formal offers. Actual note values and purchase prices depend on the specific characteristics of each individual note and market conditions at the time of any transaction.

A free note analysis or preliminary quote from Cassidy Investment Group, LLC is a preliminary, non-binding estimate and does not constitute a formal offer to purchase until a written Purchase and Sale Agreement is executed by all parties.

Third-Party Information & Citations

This website may reference data, statistics, and information from third-party sources including government agencies, industry organizations, academic research, and financial publications. While we make reasonable efforts to use accurate and current sources, Cassidy Investment Group, LLC does not independently verify all third-party information and makes no representations or warranties regarding its accuracy, completeness, or timeliness.

Links to third-party websites are provided for informational purposes only. Cassidy Investment Group, LLC does not endorse, control, or take responsibility for the content of any third-party website.

Self-Directed IRA Information

Content on this website discussing self-directed IRAs (SDIRAs) and the use of retirement accounts to invest in mortgage notes is provided for general educational purposes only. IRS rules governing SDIRAs, prohibited transactions, and retirement accounts are complex and subject to change. Nothing in our content constitutes tax or legal advice regarding retirement accounts. Consult with a qualified SDIRA custodian, ERISA attorney, and tax advisor before making any decisions regarding your retirement accounts.

Past Performance

Any references to past transactions, outcomes, or experiences described on this website are historical and are not necessarily representative of future results. Mortgage note investing involves risk and there is no guarantee that any particular investment strategy will be successful.

Forward-Looking Statements

Some content on this website may contain forward-looking statements regarding market conditions, investment opportunities, or projected outcomes. These statements are based on current expectations and assumptions and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in any forward-looking statements.

No Attorney-Client or Advisory Relationship

Your use of this website, submission of a contact form, participation in a Note Talks webinar, or any other interaction with Cassidy Investment Group, LLC does not create an attorney-client relationship, financial advisory relationship, or any other professional relationship that would give rise to any duty of care or fiduciary obligation.

Limitation of Liability

To the fullest extent permitted by applicable law, Cassidy Investment Group, LLC, its owners, officers, employees, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of or reliance on any information provided on this website or in any related content, including webinars, blog posts, videos, or social media content.

Changes to This Disclaimer

Cassidy Investment Group, LLC reserves the right to update or modify this disclaimer at any time without prior notice. The date at the top of this page reflects the most recent revision. Continued use of this website following any changes constitutes your acceptance of the updated disclaimer.