PTE Group Inc.

Note Buyer, Note Seller, Note Investor

Aligning with industry leaders to create impactful solutions through innovation and collaboration.

OUR LATEST PRODUCT

PTE's Directory of Note Buyers, Note Sellers, Note Investors, and All Needed Resources

PTE Group Inc. is proud to present the PTE Directory, an essential resource for professionals in the note industry. Authored by PTE Group Inc. and edited by David Tedder and Larry Pearlman, the founders of PTE, this comprehensive book serves as a go-to guide for note buyers, note sellers, investors, and industry professionals. Inside, readers will find an extensive, carefully curated directory featuring contact details, services, and insights from key players across the trust deed and mortgage sectors. Beyond being just a listing, the PTE Directory offers actionable guidance, industry insights, and the critical connections needed to navigate the complexities of note transactions. Whether you're seeking to buy, sell, or invest in performing or non-performing notes, this directory streamlines access to reputable partners, reliable resources, and valuable opportunities—all in one trusted publication.

PTE's Directory of Note Buyers
Strategic Buyers, Sellers, and Investors in Trust Deeds and Notes

PTE Group Inc.: Strategic Buyers, Sellers, and Investors in Trust Deeds and Notes

At PTE Group Inc., we specialize in the purchase, sale, and investment of trust deeds and mortgage notes, focusing on opportunities that align with our expertise and strategic objectives. Our primary interest lies in non-performing second notes backed by valuable collateral such as multifamily apartment units, self-storage facilities, and mobile home parks. In addition, we actively acquire performing second trust deeds within California, ensuring consistent returns in a stable market. Our expertise also extends to commercial property notes in California and Hawaii, where we leverage our deep market knowledge to identify high-value opportunities. Whether you're looking to sell your note, explore investment opportunities, or collaborate with a seasoned partner in trust deed transactions, PTE Group Inc. delivers clarity, professionalism, and results-driven solutions tailored to your financial goals.

Life Settlements: Unlocking the Value of Your Life Insurance Policy

At PTE Group Inc., we specialize in guiding individuals through the life settlement process, helping them unlock the hidden value in their life insurance policies. Whether you're enjoying your golden years (age 65+) or facing a life-threatening illness, your policy may hold untapped financial potential. Policies with a benefit amount of $100,000 or more, active for 5 years or longer, and issued by a US-based insurance carrier are often excellent candidates for a life settlement. Instead of allowing your policy to lapse or accepting minimal surrender value, a life settlement offers a lump-sum payout that can be used for healthcare, retirement, or other financial needs. With PTE Group Inc. as your trusted advisor, you'll navigate the process with clarity, transparency, and confidence, ensuring you maximize the value of your policy while securing your financial future.

Life Settlements Unlocking the Value of Your Life Insurance Policy
Commercial Real Estate

Commercial Real Estate: Sourcing Opportunities, Delivering Results

At PTE Group Inc., we excel in sourcing, acquiring, and investing in a diverse range of commercial real estate properties across the United States. Whether you're an investor, a family office, or seeking opportunities for your personal portfolio, our expertise spans every corner of the commercial real estate landscape. From distressed physical and financial properties primed for turnaround to high-performing assets delivering stable returns, we navigate every stage of the acquisition process with precision. Our ability to tailor opportunities to specific buying parameters ensures that our clients' investment goals are not only met but exceeded. Our sweet spots include office spaces, multifamily apartment units, self-storage facilities, mobile home parks, restaurants, land development, and more. With an extensive network, deep market insights, and a results-driven approach, PTE Group Inc. transforms real estate opportunities into sustainable, profitable investments.

Cost Segregation: Maximize Tax Savings on Your Property

At PTE Group Inc., we specialize in Cost Segregation, a proven tax strategy that allows property owners to accelerate depreciation deductions and uncover significant tax savings. Whether you own, lease, or have improved a commercial property, this IRS-approved method separates real and personal property assets, depreciating them over 5 to 39 years based on asset type. In partnership with one of the nation's leading engineering firms, we ensure precise, audit-ready studies that go beyond standard CPA capabilities. Our streamlined process begins with a free initial analysis using your depreciation schedule or charge statement, providing clear estimates of potential savings. With success stories ranging from auto dealerships to senior living centers, our clients have saved hundreds of thousands to millions of dollars in immediate tax deductions. Let PTE Group Inc. help you unlock hidden value in your property with a FREE cost segregation analysis today.

Cost Segregation Maximize Tax Savings on Your Property
Quantum Health Benefits Plan

Increase Profits $1,000 per Employee — At No Net Cost

The PTE Payroll Tax Reduction Plan is a proven financial solution that enables employers to increase profits by up to $1,000 per employee per year without changing pricing, sales or budgets. This IRS-compliant program works by restructuring how payroll is processed, resulting in an immediate and recurring profit. Implementation is seamless, fully automated through payroll, and requires minimal internal resources. Whether you have 50 or 10,000+ W-2 employees, this strategy scales to generate six- or seven-figure annual savings — with no net cost to your company or your employees. If you're seeking a way to increase profit without restructuring, credits, refunds, expense reductions, the PTE Group Inc Plan could be for your company.

SumaGrow: Transforming Agriculture with Higher Yields and Lower Costs

At PTE Group Inc., we proudly represent SumaGrow®, a revolutionary bio-soil enhancer designed to maximize agricultural productivity while minimizing costs. Farmers using SumaGrow experience a 10% to 20% increase in crop yields and can reduce fertilizer use by up to 50%, leading to significant savings and increased profitability. Beyond yield improvements, SumaGrow enhances soil organic matter, reduces reliance on pesticides and irrigation water, and promotes better-tasting crops with longer shelf life due to higher Brix levels. Certified organic by OMRI-USA and backed by hundreds of university and third-party tests worldwide, SumaGrow supports earlier germination, healthier crops, and hardier forage, even under drought or extreme weather conditions. Whether applied to crops, pastures, or forestry projects, SumaGrow improves soil fertility, nutrient availability, and overall land value—making it an essential tool for sustainable and profitable farming. With SumaGrow, farmers don't just grow crops; they cultivate healthier land and stronger futures.

SumaGrow Transforming Agriculture with Higher Yields and Lower Costs
ForeSee Medical AI-Driven Precision in Medicare Risk Adjustment Coding

ForeSee Medical: AI-Driven Precision in Medicare Risk Adjustment Coding

At PTE Group Inc., we proudly represent ForeSee Medical, the industry leader in AI-driven HCC risk adjustment software designed to optimize Medicare risk contract profitability. ForeSee ESP® leverages advanced disease detection algorithms and AI-powered natural language processing (NLP) to seamlessly analyze electronic health records (EHR) and clinical text notes, delivering real-time HCC coding insights directly within your workflow. With tools like the V24 to V28 Optimizer®, healthcare providers can effortlessly navigate the complexities of evolving HCC models, ensuring accurate RAF scores and maximizing reimbursement potential. ForeSee's technology streamlines prospective decision support and retrospective reviews, eliminating bottlenecks, enhancing compliance, and allowing healthcare teams to code accurately at the point of care. By uncovering missed opportunities, refining processes, and aligning with upcoming regulatory changes, ForeSee Medical empowers healthcare providers to focus on what matters most: delivering exceptional patient care while ensuring fair and optimized compensation.

IQ Mind: Revolutionizing Brain Health with AI-Powered Neurofeedback

At PTE Group Inc., we proudly represent IQ Mind, a leader in non-invasive neurofeedback (NFB) technology powered by advanced EEG diagnostics and cutting-edge AI innovation. IQ Mind's targeted 20-minute brain scans and personalized 30-minute treatment sessions deliver transformative results, including a 95% improvement in depression symptoms, 70% effectiveness in treating ADHD, and a 50% improvement in traumatic brain injury (TBI) recovery. Clinically validated across 7,000 clinics in 23 countries, IQ Mind's methods have reduced seizures by 82%, suicide risks by 58%, and psychiatric hospitalizations by 91%. Whether enhancing the cognitive performance of elite athletes, supporting individuals with PTSD, anxiety, or migraines, or improving overall brain health, IQ Mind provides accessible, results-driven solutions. Fully CPT-reimbursable in the U.S., IQ Mind combines science, technology, and compassion to redefine what's possible in brain health and cognitive wellness.

IQ Mind Revolutionizing Brain Health with AI-Powered Neurofeedback