PassivePockets: The Passive Real Estate Investing Show https://www.passivepockets.com/podcast en-us © PassivePockets Welcome to PassivePockets: The Passive Real Estate Investing Show presented by Equity Trust– your go-to podcast for building and protecting wealth through smart, passive real estate investments. Hosted by Jim Pfeifer, this podcast is designed for investors who want to grow without the grind. Each episode features expert interviews with seasoned LPs (Limited Partners) and GPs (General Partners) who share their insights, experiences, and practical advice. https://megaphone.imgix.net/podcasts/711376b2-63c1-11ef-b86f-57f40fe3f8ed/image/6d70a2e8c539770c243d238225cb9b72.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress PassivePockets: The Passive Real Estate Investing Show https://www.passivepockets.com/podcast no episodic We are building a community of investors who are interested in acquiring real assets that produce real cash flow. PassivePockets, Jim Pfeifer, and Left Field Investors Welcome to PassivePockets: The Passive Real Estate Investing Show presented by Equity Trust– your go-to podcast for building and protecting wealth through smart, passive real estate investments. Hosted by Jim Pfeifer, this podcast is designed for investors who want to grow without the grind. Each episode features expert interviews with seasoned LPs (Limited Partners) and GPs (General Partners) who share their insights, experiences, and practical advice. Welcome to PassivePockets: The Passive Real Estate Investing Show presented by Equity Trust– your go-to podcast for building and protecting wealth through smart, passive real estate investments. Hosted by Jim Pfeifer, this podcast is designed for investors who want to grow without the grind. Each episode features expert interviews with seasoned LPs (Limited Partners) and GPs (General Partners) who share their insights, experiences, and practical advice.

]]> BiggerPockets podcast@biggerpockets.com Post-Summit Pulse Check: How Our Thesis Changed + What We’re Buying Next This Episode The Pulse Check is back with the full crew. Chris Lopez, Jim Pfeifer, and Paul Shannon reconvene just days after the PassivePockets Summit to unpack what they learned, how their theses got challenged (sometimes in real time), and what they’re actually doing with their portfolios right now. They talk through why this conference hits differently: top-tier speakers in a small room where you can actually have real conversations and how those competing viewpoints are the whole point. From “sit in treasuries” caution to “this is the window to buy” optimism, the trio break down how to filter the noise, lean into uncertainty, and keep operator quality at the top of the decision stack. On the portfolio side: Jim shares his first two allocations of the year including a private credit interval fund and AAA Storage via the Open Tribe structure, while Paul discusses a new private money note, an industrial sidecar he’s watching, and a recent multifamily exit. Chris recaps a strong Q1 for “green shoots” across his equity positions (sales, contracts, and a complicated Denver lakefront development that’s finally moving toward resolution), plus why he’s still dollar-cost averaging into real estate even when headlines shift fast. They close with one of the most tactical takeaways from the Summit: how LPs are using AI to speed up diligence and catch inconsistencies across pitch decks, PPMs, and operating agreements and why that should raise the bar for sponsors going forward. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 12 May 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors This Episode The Pulse Check is back with the full crew. Chris Lopez, Jim Pfeifer, and Paul Shannon reconvene just days after the PassivePockets Summit to unpack what they learned, how their theses got challenged (sometimes in real time), and what they’re actually doing with their portfolios right now. They talk through why this conference hits differently: top-tier speakers in a small room where you can actually have real conversations and how those competing viewpoints are the whole point. From “sit in treasuries” caution to “this is the window to buy” optimism, the trio break down how to filter the noise, lean into uncertainty, and keep operator quality at the top of the decision stack. On the portfolio side: Jim shares his first two allocations of the year including a private credit interval fund and AAA Storage via the Open Tribe structure, while Paul discusses a new private money note, an industrial sidecar he’s watching, and a recent multifamily exit. Chris recaps a strong Q1 for “green shoots” across his equity positions (sales, contracts, and a complicated Denver lakefront development that’s finally moving toward resolution), plus why he’s still dollar-cost averaging into real estate even when headlines shift fast. They close with one of the most tactical takeaways from the Summit: how LPs are using AI to speed up diligence and catch inconsistencies across pitch decks, PPMs, and operating agreements and why that should raise the bar for sponsors going forward. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. This Episode

The Pulse Check is back with the full crew. Chris Lopez, Jim Pfeifer, and Paul Shannon reconvene just days after the PassivePockets Summit to unpack what they learned, how their theses got challenged (sometimes in real time), and what they’re actually doing with their portfolios right now.


They talk through why this conference hits differently: top-tier speakers in a small room where you can actually have real conversations and how those competing viewpoints are the whole point. From “sit in treasuries” caution to “this is the window to buy” optimism, the trio break down how to filter the noise, lean into uncertainty, and keep operator quality at the top of the decision stack.


On the portfolio side: Jim shares his first two allocations of the year including a private credit interval fund and AAA Storage via the Open Tribe structure, while Paul discusses a new private money note, an industrial sidecar he’s watching, and a recent multifamily exit. Chris recaps a strong Q1 for “green shoots” across his equity positions (sales, contracts, and a complicated Denver lakefront development that’s finally moving toward resolution), plus why he’s still dollar-cost averaging into real estate even when headlines shift fast.


They close with one of the most tactical takeaways from the Summit: how LPs are using AI to speed up diligence and catch inconsistencies across pitch decks, PPMs, and operating agreements and why that should raise the bar for sponsors going forward.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2419 no Debt Fund Due Diligence: The “People, Process, Protections” Framework (Whitney Elkins-Hutten) Debt funds are having a moment but most LPs still don’t have a clean framework for where private credit fits inside a real estate portfolio, or how to diligence a fund beyond “it’s first lien” and a headline return. In this episode, Chris Lopez sits down with Whitney Elkins-Hutten to break down a simple (but powerful) portfolio exercise Whitney built for herself: categorize every asset by risk and liquidity, then work backward from a real cashflow target to build an “income sleeve” that can hold up when equity cashflow gets compressed. Whitney explains why she doesn’t start with percentages, how she thinks about taxable vs. retirement capital for early retirement timelines, and how she reinvests income to steadily grow both the debt and equity sides of the portfolio. Then they go deep on debt fund due diligence, Whitney’s “four-part” risk lens (capital position, asset type, development phase, and legal structure) and the three buckets she uses to evaluate a fund once you’re past the basics: People, Processes, and Protections. They also cover practical verification steps LPs can take (without needing a social security number), what she wants to see in reporting, when a missing loan tape is or isn’t a dealbreaker, how to think about third-party reviews vs. audited financials, and why leverage inside a debt fund can quietly flip your real position in the stack. Key Takeaways A portfolio exercise for building an “income sleeve” and working backward from your cashflow number (not arbitrary percentages) How to think about liquidity and reserves as your “oxygen mask” before chasing returns Debt fund risk framework: capital position + asset type + development phase + legal structure Debt DD simplified: underwriting the People, the Processes, and the Protections What Whitney wants to see in monitoring: monthly payments, draw cadence, early warning signals, and workout plans Loan tape reality: why some operators won’t share it, what they should provide instead, and when third-party verification matters most Leverage in debt funds: why a warehouse line can be fine at low levels and why high leverage can make you “behind the bank” Fraud and “messy middle” risks: cross-collateralization, self-dealing permissions, and what to confirm in the PPM How to validate third-party financials: trust-but-verify steps (including confirming directly with the auditor) Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on in Tue, 05 May 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Debt funds are having a moment but most LPs still don’t have a clean framework for where private credit fits inside a real estate portfolio, or how to diligence a fund beyond “it’s first lien” and a headline return. In this episode, Chris Lopez sits down with Whitney Elkins-Hutten to break down a simple (but powerful) portfolio exercise Whitney built for herself: categorize every asset by risk and liquidity, then work backward from a real cashflow target to build an “income sleeve” that can hold up when equity cashflow gets compressed. Whitney explains why she doesn’t start with percentages, how she thinks about taxable vs. retirement capital for early retirement timelines, and how she reinvests income to steadily grow both the debt and equity sides of the portfolio. Then they go deep on debt fund due diligence, Whitney’s “four-part” risk lens (capital position, asset type, development phase, and legal structure) and the three buckets she uses to evaluate a fund once you’re past the basics: People, Processes, and Protections. They also cover practical verification steps LPs can take (without needing a social security number), what she wants to see in reporting, when a missing loan tape is or isn’t a dealbreaker, how to think about third-party reviews vs. audited financials, and why leverage inside a debt fund can quietly flip your real position in the stack. Key Takeaways A portfolio exercise for building an “income sleeve” and working backward from your cashflow number (not arbitrary percentages) How to think about liquidity and reserves as your “oxygen mask” before chasing returns Debt fund risk framework: capital position + asset type + development phase + legal structure Debt DD simplified: underwriting the People, the Processes, and the Protections What Whitney wants to see in monitoring: monthly payments, draw cadence, early warning signals, and workout plans Loan tape reality: why some operators won’t share it, what they should provide instead, and when third-party verification matters most Leverage in debt funds: why a warehouse line can be fine at low levels and why high leverage can make you “behind the bank” Fraud and “messy middle” risks: cross-collateralization, self-dealing permissions, and what to confirm in the PPM How to validate third-party financials: trust-but-verify steps (including confirming directly with the auditor) Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on in Debt funds are having a moment but most LPs still don’t have a clean framework for where private credit fits inside a real estate portfolio, or how to diligence a fund beyond “it’s first lien” and a headline return.


In this episode, Chris Lopez sits down with Whitney Elkins-Hutten to break down a simple (but powerful) portfolio exercise Whitney built for herself: categorize every asset by risk and liquidity, then work backward from a real cashflow target to build an “income sleeve” that can hold up when equity cashflow gets compressed. Whitney explains why she doesn’t start with percentages, how she thinks about taxable vs. retirement capital for early retirement timelines, and how she reinvests income to steadily grow both the debt and equity sides of the portfolio.


Then they go deep on debt fund due diligence, Whitney’s “four-part” risk lens (capital position, asset type, development phase, and legal structure) and the three buckets she uses to evaluate a fund once you’re past the basics: People, Processes, and Protections. They also cover practical verification steps LPs can take (without needing a social security number), what she wants to see in reporting, when a missing loan tape is or isn’t a dealbreaker, how to think about third-party reviews vs. audited financials, and why leverage inside a debt fund can quietly flip your real position in the stack.


Key Takeaways

  • A portfolio exercise for building an “income sleeve” and working backward from your cashflow number (not arbitrary percentages)
  • How to think about liquidity and reserves as your “oxygen mask” before chasing returns
  • Debt fund risk framework: capital position + asset type + development phase + legal structure
  • Debt DD simplified: underwriting the People, the Processes, and the Protections
  • What Whitney wants to see in monitoring: monthly payments, draw cadence, early warning signals, and workout plans
  • Loan tape reality: why some operators won’t share it, what they should provide instead, and when third-party verification matters most
  • Leverage in debt funds: why a warehouse line can be fine at low levels and why high leverage can make you “behind the bank”
  • Fraud and “messy middle” risks: cross-collateralization, self-dealing permissions, and what to confirm in the PPM
  • How to validate third-party financials: trust-but-verify steps (including confirming directly with the auditor)


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on in

]]> 2325 no Operators vs Allocators: A Cash-Flow Blueprint for CRE with Daniel Trevino Connect with Altruis Capital Partners: https://reports.alturascapitalpartners.com/quarterly-reports/2025-q4  https://alturascapital.com/  This Episode Alturas Capital Partners has built a vertically integrated platform across the Intermountain West—and in this episode, Chris Lopez sits down with Daniel Trevino (Director of Investor Relations) to unpack what that “operators first” philosophy looks like in practice. Daniel explains why Alturas focuses on markets they know firsthand (including Colorado), how they think about creating alpha through hands-on execution, and why the firm chose an evergreen fund structure designed for long-term compounding instead of a traditional closed-end raise. The conversation also dives into why Alturas leaned into “neighborhood” and experiential retail when the asset class was out of favor, how that thesis has evolved, and what they’re seeing today across office, retail, and other commercial segments. Chris presses on the core LP questions: how diversification works inside a multi-asset evergreen vehicle, how Alturas thinks about underwriting spreads in today’s rate environment, why location quality matters even more in office, and what a “poor performer” taught them about risk management. Daniel closes with where Alturas sees opportunity building over the next cycle—and why the right basis (and the right market) still matters most. Key Takeaways What “operators first” means and why Alturas verticalized acquisitions, management, leasing, and maintenance How Alturas defines the Intermountain West—and why local market knowledge is central to their strategy Why they built an evergreen vehicle for flexibility through cycles (buy when it’s right, sell when it’s frothy) The retail thesis: “experiential” and neighborhood retail vs. the parts of retail most exposed to e-commerce How Alturas approaches multi-asset diversification without losing operational discipline—and what skill sets translate across retail/industrial/flex/office A real example of a struggling office asset and the key lesson: location quality can make or break execution What they’re watching next: office supply dynamics, underbuilding, and where basis-driven opportunity may emerge Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 28 Apr 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Connect with Altruis Capital Partners: https://reports.alturascapitalpartners.com/quarterly-reports/2025-q4  https://alturascapital.com/  This Episode Alturas Capital Partners has built a vertically integrated platform across the Intermountain West—and in this episode, Chris Lopez sits down with Daniel Trevino (Director of Investor Relations) to unpack what that “operators first” philosophy looks like in practice. Daniel explains why Alturas focuses on markets they know firsthand (including Colorado), how they think about creating alpha through hands-on execution, and why the firm chose an evergreen fund structure designed for long-term compounding instead of a traditional closed-end raise. The conversation also dives into why Alturas leaned into “neighborhood” and experiential retail when the asset class was out of favor, how that thesis has evolved, and what they’re seeing today across office, retail, and other commercial segments. Chris presses on the core LP questions: how diversification works inside a multi-asset evergreen vehicle, how Alturas thinks about underwriting spreads in today’s rate environment, why location quality matters even more in office, and what a “poor performer” taught them about risk management. Daniel closes with where Alturas sees opportunity building over the next cycle—and why the right basis (and the right market) still matters most. Key Takeaways What “operators first” means and why Alturas verticalized acquisitions, management, leasing, and maintenance How Alturas defines the Intermountain West—and why local market knowledge is central to their strategy Why they built an evergreen vehicle for flexibility through cycles (buy when it’s right, sell when it’s frothy) The retail thesis: “experiential” and neighborhood retail vs. the parts of retail most exposed to e-commerce How Alturas approaches multi-asset diversification without losing operational discipline—and what skill sets translate across retail/industrial/flex/office A real example of a struggling office asset and the key lesson: location quality can make or break execution What they’re watching next: office supply dynamics, underbuilding, and where basis-driven opportunity may emerge Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Connect with Altruis Capital Partners:

https://reports.alturascapitalpartners.com/quarterly-reports/2025-q4 

https://alturascapital.com/ 


This Episode

Alturas Capital Partners has built a vertically integrated platform across the Intermountain West—and in this episode, Chris Lopez sits down with Daniel Trevino (Director of Investor Relations) to unpack what that “operators first” philosophy looks like in practice.


Daniel explains why Alturas focuses on markets they know firsthand (including Colorado), how they think about creating alpha through hands-on execution, and why the firm chose an evergreen fund structure designed for long-term compounding instead of a traditional closed-end raise. The conversation also dives into why Alturas leaned into “neighborhood” and experiential retail when the asset class was out of favor, how that thesis has evolved, and what they’re seeing today across office, retail, and other commercial segments.


Chris presses on the core LP questions: how diversification works inside a multi-asset evergreen vehicle, how Alturas thinks about underwriting spreads in today’s rate environment, why location quality matters even more in office, and what a “poor performer” taught them about risk management. Daniel closes with where Alturas sees opportunity building over the next cycle—and why the right basis (and the right market) still matters most.


Key Takeaways

  • What “operators first” means and why Alturas verticalized acquisitions, management, leasing, and maintenance
  • How Alturas defines the Intermountain West—and why local market knowledge is central to their strategy
  • Why they built an evergreen vehicle for flexibility through cycles (buy when it’s right, sell when it’s frothy)
  • The retail thesis: “experiential” and neighborhood retail vs. the parts of retail most exposed to e-commerce
  • How Alturas approaches multi-asset diversification without losing operational discipline—and what skill sets translate across retail/industrial/flex/office
  • A real example of a struggling office asset and the key lesson: location quality can make or break execution
  • What they’re watching next: office supply dynamics, underbuilding, and where basis-driven opportunity may emerge


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2280 no How to Get Better Deal Terms with SPVs | AAA Storage PassivePockets members have asked for two things over and over: better terms and access to more deal options without writing huge checks. In this special webinar, Chris Lopez breaks down how “community capital” can do exactly that—by pooling investor commitments into an SPV (Special Purpose Vehicle) to unlock lower minimums, stronger economics, and cleaner access to sponsor funds. Chris is joined by Travis Smith (Founder & CEO of TribeVest) and Paul Bennett (President of AAA Storage). Travis explains what SPVs are, how Open Tribes work, and why modern tech has dramatically reduced the cost and complexity of running these structures compared to the “old school” SPV process. Then Paul walks through a real-world example: a PassivePockets Open Tribe built around AAA Storage Growth Fund II, complete with improved fee and waterfall terms for the community, plus a lower minimum that makes the fund accessible to more accredited investors. You’ll also get a practical, investor-focused overview of AAA’s strategy: a ground-up development portfolio spanning self-storage and small-bay industrial across four growth markets (Austin, Houston, San Antonio, and Charlotte), why Paul believes self-storage is bottoming and setting up for a supply/demand tailwind into 2027–2031, and how AAA structures its fund to avoid land entitlement risk and eliminate additional capital calls. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 21 Apr 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors PassivePockets members have asked for two things over and over: better terms and access to more deal options without writing huge checks. In this special webinar, Chris Lopez breaks down how “community capital” can do exactly that—by pooling investor commitments into an SPV (Special Purpose Vehicle) to unlock lower minimums, stronger economics, and cleaner access to sponsor funds. Chris is joined by Travis Smith (Founder & CEO of TribeVest) and Paul Bennett (President of AAA Storage). Travis explains what SPVs are, how Open Tribes work, and why modern tech has dramatically reduced the cost and complexity of running these structures compared to the “old school” SPV process. Then Paul walks through a real-world example: a PassivePockets Open Tribe built around AAA Storage Growth Fund II, complete with improved fee and waterfall terms for the community, plus a lower minimum that makes the fund accessible to more accredited investors. You’ll also get a practical, investor-focused overview of AAA’s strategy: a ground-up development portfolio spanning self-storage and small-bay industrial across four growth markets (Austin, Houston, San Antonio, and Charlotte), why Paul believes self-storage is bottoming and setting up for a supply/demand tailwind into 2027–2031, and how AAA structures its fund to avoid land entitlement risk and eliminate additional capital calls. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. PassivePockets members have asked for two things over and over: better terms and access to more deal options without writing huge checks. In this special webinar, Chris Lopez breaks down how “community capital” can do exactly that—by pooling investor commitments into an SPV (Special Purpose Vehicle) to unlock lower minimums, stronger economics, and cleaner access to sponsor funds.

Chris is joined by Travis Smith (Founder & CEO of TribeVest) and Paul Bennett (President of AAA Storage). Travis explains what SPVs are, how Open Tribes work, and why modern tech has dramatically reduced the cost and complexity of running these structures compared to the “old school” SPV process. Then Paul walks through a real-world example: a PassivePockets Open Tribe built around AAA Storage Growth Fund II, complete with improved fee and waterfall terms for the community, plus a lower minimum that makes the fund accessible to more accredited investors.


You’ll also get a practical, investor-focused overview of AAA’s strategy: a ground-up development portfolio spanning self-storage and small-bay industrial across four growth markets (Austin, Houston, San Antonio, and Charlotte), why Paul believes self-storage is bottoming and setting up for a supply/demand tailwind into 2027–2031, and how AAA structures its fund to avoid land entitlement risk and eliminate additional capital calls.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 4146 no How Aspen Funds Is Winning Industrial | Deal Review Link to Deal: https://passivepockets.com/directory/deals/aspen-industrial-growth-fund/ This Episode Aspen Funds’ Ben Fraser and Ellis Hammond return to PassivePockets for an exclusive LP Deal Review on their Industrial Growth Fund—an industrial land + development strategy concentrated in Kansas City’s “Golden Triangle” submarket. Chris, along with LP panelists Pascal Wagner and Christy Burakovsky, breaks down the thesis behind the fund: why Kansas City is positioned as a major industrial “supernode,” how onshoring and supply chain reshoring supports long-term demand, and why Aspen is focusing on smaller-bay industrial where vacancy has remained structurally tight. The discussion digs into how value is created before a building ever goes vertical, buying raw land, pushing it through entitlements, securing meaningful tax abatements, and turning it into shovel-ready inventory in a supply-constrained corridor. From there, Aspen has multiple paths to realize gains: sell parcels to owner-users and developers at a premium, develop spec/build-to-suit projects themselves, and/or structure JV partnerships where the fund contributes land into projects. The LP panel also pushes hard on the questions that matter to passive investors: how timelines and exits actually work in a multi-asset land fund, what “lumpy” distributions look like vs steady yield, how the cumulative preferred return accrues, and what happens if market conditions delay sales. Finally, Aspen outlines special PassivePockets terms, lower minimums and improved economics if the community hits a group investment threshold. Key Takeaways Why Aspen is concentrating in Kansas City’s “Golden Triangle” and what makes the submarket supply-constrained How industrial tailwinds (onshoring/reshoring + logistics corridors) support long-term demand in KC The value creation stack: raw land → entitlements/tax abatements → shovel-ready uplift → land sales and/or vertical development Fund cash flow realities: event-driven distributions (land sales/refis/sales), not consistent monthly income PassivePockets community terms: lower minimum and improved pref/split if the group minimum is reached, plus a cumulative preferred return structure Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 14 Apr 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Link to Deal: https://passivepockets.com/directory/deals/aspen-industrial-growth-fund/ This Episode Aspen Funds’ Ben Fraser and Ellis Hammond return to PassivePockets for an exclusive LP Deal Review on their Industrial Growth Fund—an industrial land + development strategy concentrated in Kansas City’s “Golden Triangle” submarket. Chris, along with LP panelists Pascal Wagner and Christy Burakovsky, breaks down the thesis behind the fund: why Kansas City is positioned as a major industrial “supernode,” how onshoring and supply chain reshoring supports long-term demand, and why Aspen is focusing on smaller-bay industrial where vacancy has remained structurally tight. The discussion digs into how value is created before a building ever goes vertical, buying raw land, pushing it through entitlements, securing meaningful tax abatements, and turning it into shovel-ready inventory in a supply-constrained corridor. From there, Aspen has multiple paths to realize gains: sell parcels to owner-users and developers at a premium, develop spec/build-to-suit projects themselves, and/or structure JV partnerships where the fund contributes land into projects. The LP panel also pushes hard on the questions that matter to passive investors: how timelines and exits actually work in a multi-asset land fund, what “lumpy” distributions look like vs steady yield, how the cumulative preferred return accrues, and what happens if market conditions delay sales. Finally, Aspen outlines special PassivePockets terms, lower minimums and improved economics if the community hits a group investment threshold. Key Takeaways Why Aspen is concentrating in Kansas City’s “Golden Triangle” and what makes the submarket supply-constrained How industrial tailwinds (onshoring/reshoring + logistics corridors) support long-term demand in KC The value creation stack: raw land → entitlements/tax abatements → shovel-ready uplift → land sales and/or vertical development Fund cash flow realities: event-driven distributions (land sales/refis/sales), not consistent monthly income PassivePockets community terms: lower minimum and improved pref/split if the group minimum is reached, plus a cumulative preferred return structure Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Link to Deal:

https://passivepockets.com/directory/deals/aspen-industrial-growth-fund/


This Episode

Aspen Funds’ Ben Fraser and Ellis Hammond return to PassivePockets for an exclusive LP Deal Review on their Industrial Growth Fund—an industrial land + development strategy concentrated in Kansas City’s “Golden Triangle” submarket. Chris, along with LP panelists Pascal Wagner and Christy Burakovsky, breaks down the thesis behind the fund: why Kansas City is positioned as a major industrial “supernode,” how onshoring and supply chain reshoring supports long-term demand, and why Aspen is focusing on smaller-bay industrial where vacancy has remained structurally tight.


The discussion digs into how value is created before a building ever goes vertical, buying raw land, pushing it through entitlements, securing meaningful tax abatements, and turning it into shovel-ready inventory in a supply-constrained corridor. From there, Aspen has multiple paths to realize gains: sell parcels to owner-users and developers at a premium, develop spec/build-to-suit projects themselves, and/or structure JV partnerships where the fund contributes land into projects.


The LP panel also pushes hard on the questions that matter to passive investors: how timelines and exits actually work in a multi-asset land fund, what “lumpy” distributions look like vs steady yield, how the cumulative preferred return accrues, and what happens if market conditions delay sales. Finally, Aspen outlines special PassivePockets terms, lower minimums and improved economics if the community hits a group investment threshold.


Key Takeaways

Why Aspen is concentrating in Kansas City’s “Golden Triangle” and what makes the submarket supply-constrained

How industrial tailwinds (onshoring/reshoring + logistics corridors) support long-term demand in KC

The value creation stack: raw land → entitlements/tax abatements → shovel-ready uplift → land sales and/or vertical development

Fund cash flow realities: event-driven distributions (land sales/refis/sales), not consistent monthly income

PassivePockets community terms: lower minimum and improved pref/split if the group minimum is reached, plus a cumulative preferred return structure


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 3973 no Michael Episcope’s Investing Playbook: Cycles, Credit, and Multifamily This Episode Michael returns to the show after a standout LP Deal Review Q&A, and Chris digs into the full backstory: how Michael went from the Chicago Mercantile Exchange—trading interest rate derivatives bell-to-bell—to building Origin Investments into a multifamily-focused platform built around downside protection and long-term compounding. They unpack how Michael thinks about “edge” as markets became more efficient, why risk management lives at both the deal level and the company level, and what LPs should pay attention to when evaluating a manager’s balance sheet and decision-making under pressure. The conversation also gets tactical on portfolio construction in today’s environment—why Michael believes credit is being “overcompensated” relative to equity, how Origin evolved from value-add to a build/buy/lend approach, and how cycle awareness influences where (and how) he’s willing to deploy capital. Chris also asks how current macro uncertainty impacts underwriting and positioning right now, and Michael closes with a set of simple, but hard-earned, LP principles: build a written plan, stay disciplined, keep liquidity, and remember that small performance deltas compound into life-changing outcomes over time. Key Takeaways Michael’s path from commodities/derivatives trading to launching Origin and why 2007-2009 was a formative real estate “training ground” How to think about “edge” in modern real estate when information is ubiquitous and why small advantages still matter Risk management at two levels: deal structure (leverage, markets, people) and firm structure (bench strength, balance sheet support) Why Michael would overweight credit today and keep equity exposure selective and how that creates flexibility to rebalance LP discipline lessons: write your strategy down, don’t fear saying “no,” protect liquidity, and let compounding do the heavy lifting Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 07 Apr 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors This Episode Michael returns to the show after a standout LP Deal Review Q&A, and Chris digs into the full backstory: how Michael went from the Chicago Mercantile Exchange—trading interest rate derivatives bell-to-bell—to building Origin Investments into a multifamily-focused platform built around downside protection and long-term compounding. They unpack how Michael thinks about “edge” as markets became more efficient, why risk management lives at both the deal level and the company level, and what LPs should pay attention to when evaluating a manager’s balance sheet and decision-making under pressure. The conversation also gets tactical on portfolio construction in today’s environment—why Michael believes credit is being “overcompensated” relative to equity, how Origin evolved from value-add to a build/buy/lend approach, and how cycle awareness influences where (and how) he’s willing to deploy capital. Chris also asks how current macro uncertainty impacts underwriting and positioning right now, and Michael closes with a set of simple, but hard-earned, LP principles: build a written plan, stay disciplined, keep liquidity, and remember that small performance deltas compound into life-changing outcomes over time. Key Takeaways Michael’s path from commodities/derivatives trading to launching Origin and why 2007-2009 was a formative real estate “training ground” How to think about “edge” in modern real estate when information is ubiquitous and why small advantages still matter Risk management at two levels: deal structure (leverage, markets, people) and firm structure (bench strength, balance sheet support) Why Michael would overweight credit today and keep equity exposure selective and how that creates flexibility to rebalance LP discipline lessons: write your strategy down, don’t fear saying “no,” protect liquidity, and let compounding do the heavy lifting Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. This Episode

Michael returns to the show after a standout LP Deal Review Q&A, and Chris digs into the full backstory: how Michael went from the Chicago Mercantile Exchange—trading interest rate derivatives bell-to-bell—to building Origin Investments into a multifamily-focused platform built around downside protection and long-term compounding.


They unpack how Michael thinks about “edge” as markets became more efficient, why risk management lives at both the deal level and the company level, and what LPs should pay attention to when evaluating a manager’s balance sheet and decision-making under pressure. The conversation also gets tactical on portfolio construction in today’s environment—why Michael believes credit is being “overcompensated” relative to equity, how Origin evolved from value-add to a build/buy/lend approach, and how cycle awareness influences where (and how) he’s willing to deploy capital.


Chris also asks how current macro uncertainty impacts underwriting and positioning right now, and Michael closes with a set of simple, but hard-earned, LP principles: build a written plan, stay disciplined, keep liquidity, and remember that small performance deltas compound into life-changing outcomes over time.


Key Takeaways

Michael’s path from commodities/derivatives trading to launching Origin and why 2007-2009 was a formative real estate “training ground”

How to think about “edge” in modern real estate when information is ubiquitous and why small advantages still matter

Risk management at two levels: deal structure (leverage, markets, people) and firm structure (bench strength, balance sheet support)

Why Michael would overweight credit today and keep equity exposure selective and how that creates flexibility to rebalance

LP discipline lessons: write your strategy down, don’t fear saying “no,” protect liquidity, and let compounding do the heavy lifting


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2260 no Multifamily 2026 Pulse Check: Supply, Distress, and Where We’re Investing Chris Lopez is back with Paul Shannon for this month’s PassivePockets Pulse Check, catching up on why Paul stepped back from co-hosting, what he’s focused on now, and what both of them are actually doing with their own portfolios. They get into the real-life tradeoffs that don’t show up in an OM: liquidity vs. deployment, concentration risk vs. investing where you have an edge, and why relationships with operators matter more than ever coming out of the last cycle. From there, Paul drops a data-heavy market update across multifamily and beyond- where supply is still pressuring rents, which markets are already seeing rent growth again, and how the maturity wall is forcing distressed (and motivated) sellers into the market. Chris shares what he’s seeing in Denver and the Midwest, why he’s leaning toward cash flow and debt for diversification, and how both of them are thinking about positioning for the next 12–24 months without trying to “time” real estate. They wrap with a quick preview of the 2026 PassivePockets Summit in Denver (April 30–May 2), why the event is built for LPs, and what they’re most excited for- from the small, high-quality attendee base to hands-on learning opportunities like the hotel-to-multifamily conversion property tour. Key Takeaways Why Paul stepped back from co-hosting and what he’s prioritizing in business and family life right now Liquidity as a strategy: when “good deals” still aren’t the right move because cash matters Multifamily’s bifurcated market: rent growth winners vs. laggards, and why national headlines can mislead The maturity wall and distress: what refinances look like in a 6–7% rate world and what LPs should ask sponsors Summit preview: LP-focused networking, sponsor access, and the Denver hotel-to-multifamily conversion tour Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 31 Mar 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez is back with Paul Shannon for this month’s PassivePockets Pulse Check, catching up on why Paul stepped back from co-hosting, what he’s focused on now, and what both of them are actually doing with their own portfolios. They get into the real-life tradeoffs that don’t show up in an OM: liquidity vs. deployment, concentration risk vs. investing where you have an edge, and why relationships with operators matter more than ever coming out of the last cycle. From there, Paul drops a data-heavy market update across multifamily and beyond- where supply is still pressuring rents, which markets are already seeing rent growth again, and how the maturity wall is forcing distressed (and motivated) sellers into the market. Chris shares what he’s seeing in Denver and the Midwest, why he’s leaning toward cash flow and debt for diversification, and how both of them are thinking about positioning for the next 12–24 months without trying to “time” real estate. They wrap with a quick preview of the 2026 PassivePockets Summit in Denver (April 30–May 2), why the event is built for LPs, and what they’re most excited for- from the small, high-quality attendee base to hands-on learning opportunities like the hotel-to-multifamily conversion property tour. Key Takeaways Why Paul stepped back from co-hosting and what he’s prioritizing in business and family life right now Liquidity as a strategy: when “good deals” still aren’t the right move because cash matters Multifamily’s bifurcated market: rent growth winners vs. laggards, and why national headlines can mislead The maturity wall and distress: what refinances look like in a 6–7% rate world and what LPs should ask sponsors Summit preview: LP-focused networking, sponsor access, and the Denver hotel-to-multifamily conversion tour Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez is back with Paul Shannon for this month’s PassivePockets Pulse Check, catching up on why Paul stepped back from co-hosting, what he’s focused on now, and what both of them are actually doing with their own portfolios. They get into the real-life tradeoffs that don’t show up in an OM: liquidity vs. deployment, concentration risk vs. investing where you have an edge, and why relationships with operators matter more than ever coming out of the last cycle.

From there, Paul drops a data-heavy market update across multifamily and beyond- where supply is still pressuring rents, which markets are already seeing rent growth again, and how the maturity wall is forcing distressed (and motivated) sellers into the market. Chris shares what he’s seeing in Denver and the Midwest, why he’s leaning toward cash flow and debt for diversification, and how both of them are thinking about positioning for the next 12–24 months without trying to “time” real estate.


They wrap with a quick preview of the 2026 PassivePockets Summit in Denver (April 30–May 2), why the event is built for LPs, and what they’re most excited for- from the small, high-quality attendee base to hands-on learning opportunities like the hotel-to-multifamily conversion property tour.


Key Takeaways

Why Paul stepped back from co-hosting and what he’s prioritizing in business and family life right now

Liquidity as a strategy: when “good deals” still aren’t the right move because cash matters

Multifamily’s bifurcated market: rent growth winners vs. laggards, and why national headlines can mislead

The maturity wall and distress: what refinances look like in a 6–7% rate world and what LPs should ask sponsors

Summit preview: LP-focused networking, sponsor access, and the Denver hotel-to-multifamily conversion tour


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 3279 no Hotel-to-Multifamily Conversions 101 with Alex Cartwright Hotel-to-multifamily conversions are one of the most interesting “free market” solutions to the affordable housing crunch, and Alex Cartwright is building his entire business around that niche. In this episode, Chris sits down with Alex to break down how (and when) these conversions actually pencil and why the opportunity exists in the gap between hotel cap rates and multifamily cap rates. They also talk about a real-time example: Alex has a conversion project happening about 15 minutes from the hotel where the 2026 PassivePockets Summit will be held in Denver. Alex will be at the Summit, and attendees will have the chance to tour the project and see what a conversion looks like up close (including what changes once you stop calling them “rooms” and start calling them “units”). Alex shares the full playbook: what types of hotels make sense, typical basis per “door,” what drives renovation costs (spoiler: electrical), how long zoning and entitlement really takes, how these deals get financed (including CPACE), what the refinance timeline looks like, and the biggest risks LPs should underwrite before wiring a dollar. Key Takeaways Why hotel-to-multifamily is a financial arbitrage as much as a physical conversion (hotel cap rates vs. multifamily cap rates) What makes office-to-multifamily so hard, and why hotels are often a better conversion candidate Typical acquisition basis and capex ranges (and why “adding kitchens” is the expensive part) The real timeline: 120–180 day DD/entitlement windows, construction sequencing, and refi timing (often 18–30 months) Downside risk and mitigation: managing cashflow during construction, experienced construction teams, and conservative terminal cap rates Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 24 Mar 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Hotel-to-multifamily conversions are one of the most interesting “free market” solutions to the affordable housing crunch, and Alex Cartwright is building his entire business around that niche. In this episode, Chris sits down with Alex to break down how (and when) these conversions actually pencil and why the opportunity exists in the gap between hotel cap rates and multifamily cap rates. They also talk about a real-time example: Alex has a conversion project happening about 15 minutes from the hotel where the 2026 PassivePockets Summit will be held in Denver. Alex will be at the Summit, and attendees will have the chance to tour the project and see what a conversion looks like up close (including what changes once you stop calling them “rooms” and start calling them “units”). Alex shares the full playbook: what types of hotels make sense, typical basis per “door,” what drives renovation costs (spoiler: electrical), how long zoning and entitlement really takes, how these deals get financed (including CPACE), what the refinance timeline looks like, and the biggest risks LPs should underwrite before wiring a dollar. Key Takeaways Why hotel-to-multifamily is a financial arbitrage as much as a physical conversion (hotel cap rates vs. multifamily cap rates) What makes office-to-multifamily so hard, and why hotels are often a better conversion candidate Typical acquisition basis and capex ranges (and why “adding kitchens” is the expensive part) The real timeline: 120–180 day DD/entitlement windows, construction sequencing, and refi timing (often 18–30 months) Downside risk and mitigation: managing cashflow during construction, experienced construction teams, and conservative terminal cap rates Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Hotel-to-multifamily conversions are one of the most interesting “free market” solutions to the affordable housing crunch, and Alex Cartwright is building his entire business around that niche. In this episode, Chris sits down with Alex to break down how (and when) these conversions actually pencil and why the opportunity exists in the gap between hotel cap rates and multifamily cap rates.


They also talk about a real-time example: Alex has a conversion project happening about 15 minutes from the hotel where the 2026 PassivePockets Summit will be held in Denver. Alex will be at the Summit, and attendees will have the chance to tour the project and see what a conversion looks like up close (including what changes once you stop calling them “rooms” and start calling them “units”).


Alex shares the full playbook: what types of hotels make sense, typical basis per “door,” what drives renovation costs (spoiler: electrical), how long zoning and entitlement really takes, how these deals get financed (including CPACE), what the refinance timeline looks like, and the biggest risks LPs should underwrite before wiring a dollar.


Key Takeaways

  • Why hotel-to-multifamily is a financial arbitrage as much as a physical conversion (hotel cap rates vs. multifamily cap rates)
  • What makes office-to-multifamily so hard, and why hotels are often a better conversion candidate
  • Typical acquisition basis and capex ranges (and why “adding kitchens” is the expensive part)
  • The real timeline: 120–180 day DD/entitlement windows, construction sequencing, and refi timing (often 18–30 months)
  • Downside risk and mitigation: managing cashflow during construction, experienced construction teams, and conservative terminal cap rates


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2523 no Boots-on-the-Ground Due Diligence with Adam Cranmer Track Record Assets Deal Page: https://passivepockets.com/directory/deals/morgan-bay-apartments/ A few weeks after an LP Deal Review with Track Record Assets, PassivePockets member Adam Cranmer realized he’d be in Houston, just minutes from the actual property. So he did what most LPs wish they could do: boots-on-the-ground due diligence, in-person operator time, and a full “does this actually feel real?” check. Adam walks through the deal at a high level (268-unit Class C value-add in north Houston acquired from a distressed seller, not a distressed property), then shares what he saw on-site and what he learned over lunch with the team—especially the operator’s “secret sauce” for stabilizing workforce housing. Most importantly, Adam breaks down the one major concern that still gave him pause (exit assumptions / value growth) and why, after ~20 hours of diligence, he ultimately decided to invest anyway—jockey-first, with a clear-eyed view of the risks and the fallback plan. Key Takeaways What “value-add” actually looks like on-site (and why this one felt real vs. cosmetic) How Adam pressure-tested rent comps and the plan after touring the area The operator edge: creating a tenant “flywheel” that improves safety, collections, and retention The biggest risk flag: exit price assumptions and how the debt structure reduces downside Why Adam invested anyway, even with diversification concerns in Houston Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 17 Mar 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Track Record Assets Deal Page: https://passivepockets.com/directory/deals/morgan-bay-apartments/ A few weeks after an LP Deal Review with Track Record Assets, PassivePockets member Adam Cranmer realized he’d be in Houston, just minutes from the actual property. So he did what most LPs wish they could do: boots-on-the-ground due diligence, in-person operator time, and a full “does this actually feel real?” check. Adam walks through the deal at a high level (268-unit Class C value-add in north Houston acquired from a distressed seller, not a distressed property), then shares what he saw on-site and what he learned over lunch with the team—especially the operator’s “secret sauce” for stabilizing workforce housing. Most importantly, Adam breaks down the one major concern that still gave him pause (exit assumptions / value growth) and why, after ~20 hours of diligence, he ultimately decided to invest anyway—jockey-first, with a clear-eyed view of the risks and the fallback plan. Key Takeaways What “value-add” actually looks like on-site (and why this one felt real vs. cosmetic) How Adam pressure-tested rent comps and the plan after touring the area The operator edge: creating a tenant “flywheel” that improves safety, collections, and retention The biggest risk flag: exit price assumptions and how the debt structure reduces downside Why Adam invested anyway, even with diversification concerns in Houston Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Track Record Assets Deal Page:

https://passivepockets.com/directory/deals/morgan-bay-apartments/


A few weeks after an LP Deal Review with Track Record Assets, PassivePockets member Adam Cranmer realized he’d be in Houston, just minutes from the actual property. So he did what most LPs wish they could do: boots-on-the-ground due diligence, in-person operator time, and a full “does this actually feel real?” check.


Adam walks through the deal at a high level (268-unit Class C value-add in north Houston acquired from a distressed seller, not a distressed property), then shares what he saw on-site and what he learned over lunch with the team—especially the operator’s “secret sauce” for stabilizing workforce housing.

Most importantly, Adam breaks down the one major concern that still gave him pause (exit assumptions / value growth) and why, after ~20 hours of diligence, he ultimately decided to invest anyway—jockey-first, with a clear-eyed view of the risks and the fallback plan.


Key Takeaways

  • What “value-add” actually looks like on-site (and why this one felt real vs. cosmetic)
  • How Adam pressure-tested rent comps and the plan after touring the area
  • The operator edge: creating a tenant “flywheel” that improves safety, collections, and retention
  • The biggest risk flag: exit price assumptions and how the debt structure reduces downside
  • Why Adam invested anyway, even with diversification concerns in Houston


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 1850 no Scott Trench's 2026 Office Thesis with J Scott & Ash Patel Scott Trench brings a contrarian 2026 office thesis to the table, starting with the idea first, then stress-testing it with three expert investors: Ash Patel, J Scott, and host Chris Lopez. The group debates where office is truly mispriced, what “trophy” means post-COVID, and why “downtown vs. suburbs” might be the wrong framing without understanding tenant demand, floor plates, and lease-up realities. They dig into the mechanics of making office work (cash-flowing vs. vacant assets, tenant improvements, buildouts, leasing risk, and financing constraints), plus the biggest wild cards shaping demand going forward, from work-from-home to AI to local policy and migration trends. Ash also shares a real-world case study on buying fragmented suburban office at a deep discount and selling it off in smaller pieces. By the end, Scott refines his thesis from a binary bet into a spectrum: office may be a compelling buy if you’re surgical on asset selection, capitalization, and operator expertise and realistic about how long the grind to stabilization can take. Key Takeaways Downtown vs. suburban office: why pricing, tenant demand, and commute behavior can lead to very different risk profiles What actually wins in office now: smaller suites, turnkey space, parking, “soul”/amenities, and flexible layouts vs. big single-tenant floorplates Capital stack reality: why office financing is still tough, and why many plays require low leverage (or all-cash) plus significant TI reserves Operator selection: how to vet office sponsors when COVID disrupted track records—and why experience managing office matters more than ever One actionable strategy: buying multi-building suburban office portfolios at a discount and selling off smaller buildings to owner-users (with SBA tailwinds) Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any offering discussed. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Tue, 10 Mar 2026 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Scott Trench brings a contrarian 2026 office thesis to the table, starting with the idea first, then stress-testing it with three expert investors: Ash Patel, J Scott, and host Chris Lopez. The group debates where office is truly mispriced, what “trophy” means post-COVID, and why “downtown vs. suburbs” might be the wrong framing without understanding tenant demand, floor plates, and lease-up realities. They dig into the mechanics of making office work (cash-flowing vs. vacant assets, tenant improvements, buildouts, leasing risk, and financing constraints), plus the biggest wild cards shaping demand going forward, from work-from-home to AI to local policy and migration trends. Ash also shares a real-world case study on buying fragmented suburban office at a deep discount and selling it off in smaller pieces. By the end, Scott refines his thesis from a binary bet into a spectrum: office may be a compelling buy if you’re surgical on asset selection, capitalization, and operator expertise and realistic about how long the grind to stabilization can take. Key Takeaways Downtown vs. suburban office: why pricing, tenant demand, and commute behavior can lead to very different risk profiles What actually wins in office now: smaller suites, turnkey space, parking, “soul”/amenities, and flexible layouts vs. big single-tenant floorplates Capital stack reality: why office financing is still tough, and why many plays require low leverage (or all-cash) plus significant TI reserves Operator selection: how to vet office sponsors when COVID disrupted track records—and why experience managing office matters more than ever One actionable strategy: buying multi-building suburban office portfolios at a discount and selling off smaller buildings to owner-users (with SBA tailwinds) Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any offering discussed. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Scott Trench brings a contrarian 2026 office thesis to the table, starting with the idea first, then stress-testing it with three expert investors: Ash Patel, J Scott, and host Chris Lopez. The group debates where office is truly mispriced, what “trophy” means post-COVID, and why “downtown vs. suburbs” might be the wrong framing without understanding tenant demand, floor plates, and lease-up realities.


They dig into the mechanics of making office work (cash-flowing vs. vacant assets, tenant improvements, buildouts, leasing risk, and financing constraints), plus the biggest wild cards shaping demand going forward, from work-from-home to AI to local policy and migration trends. Ash also shares a real-world case study on buying fragmented suburban office at a deep discount and selling it off in smaller pieces.


By the end, Scott refines his thesis from a binary bet into a spectrum: office may be a compelling buy if you’re surgical on asset selection, capitalization, and operator expertise and realistic about how long the grind to stabilization can take.


Key Takeaways

Downtown vs. suburban office: why pricing, tenant demand, and commute behavior can lead to very different risk profiles

What actually wins in office now: smaller suites, turnkey space, parking, “soul”/amenities, and flexible layouts vs. big single-tenant floorplates

Capital stack reality: why office financing is still tough, and why many plays require low leverage (or all-cash) plus significant TI reserves

Operator selection: how to vet office sponsors when COVID disrupted track records—and why experience managing office matters more than ever

One actionable strategy: buying multi-building suburban office portfolios at a discount and selling off smaller buildings to owner-users (with SBA tailwinds)


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any offering discussed. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented.

]]> 3391 no LP Deal Review: Origin Investments Select Asset Fund | Michael Episcope In this LP Deal Review, Chris Lopez and LP panelist Christy Burakovsky sit down with Michael Episcope, Co-CEO of Origin Investments, for a deep dive into Origin’s Select Asset Fund—an intentionally small, vintage-based multifamily development fund built to deploy in 2026. Michael walks through the macro thesis (supply peaking, concessions stabilizing, and starts slowing), the fund’s structure (targeting five shovel-ready ground-up deals, four-year duration, and an option to continue holding for long-term compounding), and the underwriting guardrails designed to protect downside in a still-volatile environment. The panel then presses into the details that matter most to LPs: entitlement risk, leverage and loan structure, how Origin avoids “rescue capital,” how the 2021 vintage fund is performing today, and how Origin’s co-invest program works—including potential pathways for group allocations and better terms. Key Takeaways Fund design: $100M, focused on 2026 ground-up multifamily development with a four-year duration and optional continuation for long-term hold Risk mitigation: shovel-ready entitlements, conservative leverage (~65% LTC), and a structure aimed at avoiding cross-collateralization and hidden fund-level risk Co-invest mechanics: $500K+ fund minimum with 1:1 co-invest eligibility (no fee/no carry), and discussion of potential pooled/group pathways Vintage reality check: how Origin’s 2021 development fund is performing today (single digits) and what that implies about underwriting discipline in tough vintages Sourcing + operations: Origin’s multi-office footprint, repeat development partners, and a highly active asset management playbook to drive performance post-delivery Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any offering discussed. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Tue, 03 Mar 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors In this LP Deal Review, Chris Lopez and LP panelist Christy Burakovsky sit down with Michael Episcope, Co-CEO of Origin Investments, for a deep dive into Origin’s Select Asset Fund—an intentionally small, vintage-based multifamily development fund built to deploy in 2026. Michael walks through the macro thesis (supply peaking, concessions stabilizing, and starts slowing), the fund’s structure (targeting five shovel-ready ground-up deals, four-year duration, and an option to continue holding for long-term compounding), and the underwriting guardrails designed to protect downside in a still-volatile environment. The panel then presses into the details that matter most to LPs: entitlement risk, leverage and loan structure, how Origin avoids “rescue capital,” how the 2021 vintage fund is performing today, and how Origin’s co-invest program works—including potential pathways for group allocations and better terms. Key Takeaways Fund design: $100M, focused on 2026 ground-up multifamily development with a four-year duration and optional continuation for long-term hold Risk mitigation: shovel-ready entitlements, conservative leverage (~65% LTC), and a structure aimed at avoiding cross-collateralization and hidden fund-level risk Co-invest mechanics: $500K+ fund minimum with 1:1 co-invest eligibility (no fee/no carry), and discussion of potential pooled/group pathways Vintage reality check: how Origin’s 2021 development fund is performing today (single digits) and what that implies about underwriting discipline in tough vintages Sourcing + operations: Origin’s multi-office footprint, repeat development partners, and a highly active asset management playbook to drive performance post-delivery Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any offering discussed. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. In this LP Deal Review, Chris Lopez and LP panelist Christy Burakovsky sit down with Michael Episcope, Co-CEO of Origin Investments, for a deep dive into Origin’s Select Asset Fund—an intentionally small, vintage-based multifamily development fund built to deploy in 2026.


Michael walks through the macro thesis (supply peaking, concessions stabilizing, and starts slowing), the fund’s structure (targeting five shovel-ready ground-up deals, four-year duration, and an option to continue holding for long-term compounding), and the underwriting guardrails designed to protect downside in a still-volatile environment.


The panel then presses into the details that matter most to LPs: entitlement risk, leverage and loan structure, how Origin avoids “rescue capital,” how the 2021 vintage fund is performing today, and how Origin’s co-invest program works—including potential pathways for group allocations and better terms.


Key Takeaways

Fund design: $100M, focused on 2026 ground-up multifamily development with a four-year duration and optional continuation for long-term hold

Risk mitigation: shovel-ready entitlements, conservative leverage (~65% LTC), and a structure aimed at avoiding cross-collateralization and hidden fund-level risk

Co-invest mechanics: $500K+ fund minimum with 1:1 co-invest eligibility (no fee/no carry), and discussion of potential pooled/group pathways

Vintage reality check: how Origin’s 2021 development fund is performing today (single digits) and what that implies about underwriting discipline in tough vintages

Sourcing + operations: Origin’s multi-office footprint, repeat development partners, and a highly active asset management playbook to drive performance post-delivery


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any offering discussed. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented.

]]> 2792 no Market’s “Rolling Recession”: 18-Year Cycle 2026 Update | Logan Freeman Logan Freeman is back for his 2026 update on the 18.6-year real estate cycle: breaking down where he believes we are right now (still in the “Winner’s Curse,” but with a messy, sector-by-sector twist) and what signals he’s watching to spot a true shift into contraction. We dig into the big contradictions investors are feeling: transaction volumes and pricing stabilization on one hand, and real pain in certain sectors (office distress, Sunbelt multifamily oversupply, looming debt maturities) on the other. Logan’s take: we’re in a “rolling recession by sector,” where top-quartile assets and defensive niches can behave like late expansion while over-levered commodity assets behave like early contraction. Finally, Logan shares how he’s positioning his own capital, why he’s focused on small-bay industrial with yard space, industrial outdoor storage economics, and the land/power/infrastructure race behind data centers, plus his predictions for 2026 transaction volume, rates, and pricing heading into 2027. Key Takeaways The 18.6-year cycle refresher: recovery → expansion → Winner’s Curse → contraction, and why psychology + credit matter Why 2025–early 2026 looks “bifurcated”: office vs. medical office, Sunbelt multifamily vs. Midwest stability, and defensive sectors The debt maturity wave (2024–2027) as the forcing mechanism that can create both distress and opportunity What Logan watches now: 10-year Treasury trend, CMBS spread tightening, distress volume, office vacancy, and multifamily rent growth Where he’s investing: small-bay industrial + yard space, iOS tailwinds, and the land/power path to data center development Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Tue, 24 Feb 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Logan Freeman is back for his 2026 update on the 18.6-year real estate cycle: breaking down where he believes we are right now (still in the “Winner’s Curse,” but with a messy, sector-by-sector twist) and what signals he’s watching to spot a true shift into contraction. We dig into the big contradictions investors are feeling: transaction volumes and pricing stabilization on one hand, and real pain in certain sectors (office distress, Sunbelt multifamily oversupply, looming debt maturities) on the other. Logan’s take: we’re in a “rolling recession by sector,” where top-quartile assets and defensive niches can behave like late expansion while over-levered commodity assets behave like early contraction. Finally, Logan shares how he’s positioning his own capital, why he’s focused on small-bay industrial with yard space, industrial outdoor storage economics, and the land/power/infrastructure race behind data centers, plus his predictions for 2026 transaction volume, rates, and pricing heading into 2027. Key Takeaways The 18.6-year cycle refresher: recovery → expansion → Winner’s Curse → contraction, and why psychology + credit matter Why 2025–early 2026 looks “bifurcated”: office vs. medical office, Sunbelt multifamily vs. Midwest stability, and defensive sectors The debt maturity wave (2024–2027) as the forcing mechanism that can create both distress and opportunity What Logan watches now: 10-year Treasury trend, CMBS spread tightening, distress volume, office vacancy, and multifamily rent growth Where he’s investing: small-bay industrial + yard space, iOS tailwinds, and the land/power path to data center development Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Logan Freeman is back for his 2026 update on the 18.6-year real estate cycle: breaking down where he believes we are right now (still in the “Winner’s Curse,” but with a messy, sector-by-sector twist) and what signals he’s watching to spot a true shift into contraction.


We dig into the big contradictions investors are feeling: transaction volumes and pricing stabilization on one hand, and real pain in certain sectors (office distress, Sunbelt multifamily oversupply, looming debt maturities) on the other. Logan’s take: we’re in a “rolling recession by sector,” where top-quartile assets and defensive niches can behave like late expansion while over-levered commodity assets behave like early contraction.


Finally, Logan shares how he’s positioning his own capital, why he’s focused on small-bay industrial with yard space, industrial outdoor storage economics, and the land/power/infrastructure race behind data centers, plus his predictions for 2026 transaction volume, rates, and pricing heading into 2027.


Key Takeaways

The 18.6-year cycle refresher: recovery → expansion → Winner’s Curse → contraction, and why psychology + credit matter

Why 2025–early 2026 looks “bifurcated”: office vs. medical office, Sunbelt multifamily vs. Midwest stability, and defensive sectors

The debt maturity wave (2024–2027) as the forcing mechanism that can create both distress and opportunity

What Logan watches now: 10-year Treasury trend, CMBS spread tightening, distress volume, office vacancy, and multifamily rent growth

Where he’s investing: small-bay industrial + yard space, iOS tailwinds, and the land/power path to data center development


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented.

]]> 2230 no The “Market Metronome” for Deal Stress Tests | Christine Kwasny Today’s show is part of our Community Spotlight Series, where we feature PassivePockets members who share hard-won lessons to help other LPs invest smarter. Christine Kwasny joins Chris Lopez to walk through a detailed retrospective on her syndication portfolio, what she thought she was buying, what actually happened, and what she’ll do differently going forward. Christine started investing actively in 2008, building a Portland-area rental portfolio (single-family renovations that eventually grew into fourplexes). After moving abroad in 2013, she shifted into syndications in 2019–2020 but like many investors, she later found that several 2021–2022 vintage deals didn’t play out the way pro formas suggested, which triggered a deep review of her entire process. In this conversation, Christine breaks down the biggest errors she sees investors make (including “set it and forget it”), how distributions can mask problems, how LPs can quietly fall down the capital stack, and how she used AI to analyze years of offering materials and quarterly reports across 30+ investments. She also shares her “Market Metronome” framework, a simple way to sanity-check underwriting assumptions against real historical ranges and market cycles. Key Takeaways “Passive is a tax and legal term, not a verb”: why syndications often require more scrutiny than owning your own rentals How distributions and quarterly reports can create false confidence—and what to look for in the core updates Capital stack drift: how mezz/preferred equity can change your risk even without a capital call Using AI to accelerate due diligence: summarizing OMs, tracking quarter-by-quarter changes, and stress-testing assumptions The “Market Metronome”: a practical way to pressure-test pro formas against historic highs/lows and cycle reality Connect with Christine: Substack: https://netzeroisawin.substack.com/ Email: ckwasny@gmail.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Tue, 17 Feb 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Today’s show is part of our Community Spotlight Series, where we feature PassivePockets members who share hard-won lessons to help other LPs invest smarter. Christine Kwasny joins Chris Lopez to walk through a detailed retrospective on her syndication portfolio, what she thought she was buying, what actually happened, and what she’ll do differently going forward. Christine started investing actively in 2008, building a Portland-area rental portfolio (single-family renovations that eventually grew into fourplexes). After moving abroad in 2013, she shifted into syndications in 2019–2020 but like many investors, she later found that several 2021–2022 vintage deals didn’t play out the way pro formas suggested, which triggered a deep review of her entire process. In this conversation, Christine breaks down the biggest errors she sees investors make (including “set it and forget it”), how distributions can mask problems, how LPs can quietly fall down the capital stack, and how she used AI to analyze years of offering materials and quarterly reports across 30+ investments. She also shares her “Market Metronome” framework, a simple way to sanity-check underwriting assumptions against real historical ranges and market cycles. Key Takeaways “Passive is a tax and legal term, not a verb”: why syndications often require more scrutiny than owning your own rentals How distributions and quarterly reports can create false confidence—and what to look for in the core updates Capital stack drift: how mezz/preferred equity can change your risk even without a capital call Using AI to accelerate due diligence: summarizing OMs, tracking quarter-by-quarter changes, and stress-testing assumptions The “Market Metronome”: a practical way to pressure-test pro formas against historic highs/lows and cycle reality Connect with Christine: Substack: https://netzeroisawin.substack.com/ Email: ckwasny@gmail.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Today’s show is part of our Community Spotlight Series, where we feature PassivePockets members who share hard-won lessons to help other LPs invest smarter. Christine Kwasny joins Chris Lopez to walk through a detailed retrospective on her syndication portfolio, what she thought she was buying, what actually happened, and what she’ll do differently going forward.


Christine started investing actively in 2008, building a Portland-area rental portfolio (single-family renovations that eventually grew into fourplexes). After moving abroad in 2013, she shifted into syndications in 2019–2020 but like many investors, she later found that several 2021–2022 vintage deals didn’t play out the way pro formas suggested, which triggered a deep review of her entire process.


In this conversation, Christine breaks down the biggest errors she sees investors make (including “set it and forget it”), how distributions can mask problems, how LPs can quietly fall down the capital stack, and how she used AI to analyze years of offering materials and quarterly reports across 30+ investments. She also shares her “Market Metronome” framework, a simple way to sanity-check underwriting assumptions against real historical ranges and market cycles.


Key Takeaways

“Passive is a tax and legal term, not a verb”: why syndications often require more scrutiny than owning your own rentals

How distributions and quarterly reports can create false confidence—and what to look for in the core updates

Capital stack drift: how mezz/preferred equity can change your risk even without a capital call

Using AI to accelerate due diligence: summarizing OMs, tracking quarter-by-quarter changes, and stress-testing assumptions

The “Market Metronome”: a practical way to pressure-test pro formas against historic highs/lows and cycle reality


Connect with Christine:

Substack: https://netzeroisawin.substack.com/

Email: ckwasny@gmail.com


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented.

]]> 2271 no Mastering Capital Protection and Cash Flow in a Volatile Macro Environment through Real Estate Private Lending FOR MORE - Debt Fund Due Diligence Hub: www.passivepockets.com/debtdd Next Steps Join the discussion + access links/resources: www.passivepockets.com/debtdd Attend the community Zooms (or watch recordings later) Dates mentioned in the episode: Feb 18, Feb 25, Mar 3 (check the member dashboard for times/updates) Attend the 2026 Summit Conference: https://get.biggerpockets.com/passivepocketssummit2026/ This Episode We’re officially kicking off PassivePockets’ new Debt Fund Due Diligence Series built around what members told us they want most: capital protection and steady cash flow in an uncertain macro environment. Chris Lopez breaks down what real estate private lending actually is (fix-and-flip, bridge, and ground-up construction), why senior debt sits in the “first paid / last to lose” position on the capital stack, and how lending can reduce downside volatility compared to equity-heavy strategies. From there, Chris gets tactical on how to evaluate debt funds like a pro, starting with the single most important document: the loan tape. You’ll learn what a loan tape is, what to look for (LTV/LTC/LTARV, borrower quality, defaults/delinquencies, interest reserves, extensions, leverage, fees, and more), and how real-time portfolio data can change the way you assess track record versus longer-cycle equity deals. Chris also shares a field-tested framework for deeper due diligence, including the on-site audit process: reviewing SOPs, pulling and verifying loan files, confirming recorded deeds of trust, and “follow the money” bank reconciliation to reduce lending and fraud risk. Finally, Chris outlines what’s next for the series community Zooms, expert panels, sponsor spotlights, and ultimately a community-built Debt Fund DD checklist that lives in the membership area as a continuously updated resource. Key Takeaways Why we’re starting with debt: members’ #1 fear is losing principal and #1 motivation is steady cash flow Private lending basics: fix-and-flip, bridge, and ground-up construction loan types—and typical timelines Real estate credit is massive: a multi-trillion-dollar market many retail investors still have little exposure to Capital stack 101: why senior debt is “first paid / last to lose,” and how it can reduce return variance Portfolio strategy: debt often functions like the “bond sleeve” of a real estate portfolio as you rebalance risk Two approaches: direct lending (control + concentration) vs debt funds (diversification + passivity) The loan tape: what it is, why it matters, and which columns/metrics actually tell you if risk is controlled The two risks Chris focuses on: lending risk (staying inside the credit box) and fraud risk (borrower + fund level) What “real due diligence” can look like: on-site audits, file pulls, deed-of-trust confirmation, and bank reconciliation Series roadmap: kickoff → community Zooms → panels/fund spotlights → group DD → living DD checklist Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Tue, 10 Feb 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors FOR MORE - Debt Fund Due Diligence Hub: www.passivepockets.com/debtdd Next Steps Join the discussion + access links/resources: www.passivepockets.com/debtdd Attend the community Zooms (or watch recordings later) Dates mentioned in the episode: Feb 18, Feb 25, Mar 3 (check the member dashboard for times/updates) Attend the 2026 Summit Conference: https://get.biggerpockets.com/passivepocketssummit2026/ This Episode We’re officially kicking off PassivePockets’ new Debt Fund Due Diligence Series built around what members told us they want most: capital protection and steady cash flow in an uncertain macro environment. Chris Lopez breaks down what real estate private lending actually is (fix-and-flip, bridge, and ground-up construction), why senior debt sits in the “first paid / last to lose” position on the capital stack, and how lending can reduce downside volatility compared to equity-heavy strategies. From there, Chris gets tactical on how to evaluate debt funds like a pro, starting with the single most important document: the loan tape. You’ll learn what a loan tape is, what to look for (LTV/LTC/LTARV, borrower quality, defaults/delinquencies, interest reserves, extensions, leverage, fees, and more), and how real-time portfolio data can change the way you assess track record versus longer-cycle equity deals. Chris also shares a field-tested framework for deeper due diligence, including the on-site audit process: reviewing SOPs, pulling and verifying loan files, confirming recorded deeds of trust, and “follow the money” bank reconciliation to reduce lending and fraud risk. Finally, Chris outlines what’s next for the series community Zooms, expert panels, sponsor spotlights, and ultimately a community-built Debt Fund DD checklist that lives in the membership area as a continuously updated resource. Key Takeaways Why we’re starting with debt: members’ #1 fear is losing principal and #1 motivation is steady cash flow Private lending basics: fix-and-flip, bridge, and ground-up construction loan types—and typical timelines Real estate credit is massive: a multi-trillion-dollar market many retail investors still have little exposure to Capital stack 101: why senior debt is “first paid / last to lose,” and how it can reduce return variance Portfolio strategy: debt often functions like the “bond sleeve” of a real estate portfolio as you rebalance risk Two approaches: direct lending (control + concentration) vs debt funds (diversification + passivity) The loan tape: what it is, why it matters, and which columns/metrics actually tell you if risk is controlled The two risks Chris focuses on: lending risk (staying inside the credit box) and fraud risk (borrower + fund level) What “real due diligence” can look like: on-site audits, file pulls, deed-of-trust confirmation, and bank reconciliation Series roadmap: kickoff → community Zooms → panels/fund spotlights → group DD → living DD checklist Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. FOR MORE - Debt Fund Due Diligence Hub:

www.passivepockets.com/debtdd


Next Steps

  1. Join the discussion + access links/resources: www.passivepockets.com/debtdd
  2. Attend the community Zooms (or watch recordings later)
  3. Dates mentioned in the episode: Feb 18, Feb 25, Mar 3 (check the member dashboard for times/updates)


Attend the 2026 Summit Conference:

https://get.biggerpockets.com/passivepocketssummit2026/


This Episode

We’re officially kicking off PassivePockets’ new Debt Fund Due Diligence Series built around what members told us they want most: capital protection and steady cash flow in an uncertain macro environment. Chris Lopez breaks down what real estate private lending actually is (fix-and-flip, bridge, and ground-up construction), why senior debt sits in the “first paid / last to lose” position on the capital stack, and how lending can reduce downside volatility compared to equity-heavy strategies.


From there, Chris gets tactical on how to evaluate debt funds like a pro, starting with the single most important document: the loan tape. You’ll learn what a loan tape is, what to look for (LTV/LTC/LTARV, borrower quality, defaults/delinquencies, interest reserves, extensions, leverage, fees, and more), and how real-time portfolio data can change the way you assess track record versus longer-cycle equity deals. Chris also shares a field-tested framework for deeper due diligence, including the on-site audit process: reviewing SOPs, pulling and verifying loan files, confirming recorded deeds of trust, and “follow the money” bank reconciliation to reduce lending and fraud risk.


Finally, Chris outlines what’s next for the series community Zooms, expert panels, sponsor spotlights, and ultimately a community-built Debt Fund DD checklist that lives in the membership area as a continuously updated resource.


Key Takeaways

  • Why we’re starting with debt: members’ #1 fear is losing principal and #1 motivation is steady cash flow
  • Private lending basics: fix-and-flip, bridge, and ground-up construction loan types—and typical timelines
  • Real estate credit is massive: a multi-trillion-dollar market many retail investors still have little exposure to
  • Capital stack 101: why senior debt is “first paid / last to lose,” and how it can reduce return variance
  • Portfolio strategy: debt often functions like the “bond sleeve” of a real estate portfolio as you rebalance risk
  • Two approaches: direct lending (control + concentration) vs debt funds (diversification + passivity)
  • The loan tape: what it is, why it matters, and which columns/metrics actually tell you if risk is controlled
  • The two risks Chris focuses on: lending risk (staying inside the credit box) and fraud risk (borrower + fund level)
  • What “real due diligence” can look like: on-site audits, file pulls, deed-of-trust confirmation, and bank reconciliation
  • Series roadmap: kickoff → community Zooms → panels/fund spotlights → group DD → living DD checklist


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented.

]]> 2772 no Hotels for LPs: Cash Flow & Playbook feat. Jai Desai & Suraj Reddy Attend the 2026 Summit Conference: https://get.biggerpockets.com/passivepocketssummit2026/ This Episode Hotels for passive investors: what actually matters and how it’s different from multifamily. Chris Lopez digs in with Jay Desai and Suraj Reddy on the underwriting stack (ADR, occupancy, RevPAR and RevPAR penetration), why brand fit and comp sets (STAR reports) drive the thesis, and how operations (daily pricing, sales/RFPs, third-party management aligned on expenses) move the needle. They walk through break-even occupancy math (often far lower than MF), margins, bonus depreciation via FF&E/capex, fixed-rate/community-bank capital stacks, and their “no capital calls” policy. Includes a Columbus case study and the macro outlook across business/leisure/extended-stay demand—and what Airbnbs really compete for. Key Takeaways Hotels 101: ADR × occupancy = RevPAR; low RevPAR penetration in a strong comp set = value-add target Break-even is different: hotels can pencil at ~35–60% occupancy vs. ~70–75% in multifamily Operations > brand alone: daily revenue management, sales/RFPs, and expense discipline drive NOI STAR reports: how pros build comp sets and gauge RevPAR share before/after capex Depreciation edge: large year-one bonus depreciation from FF&E and renovations (consult your CPA) Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Tue, 03 Feb 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Attend the 2026 Summit Conference: https://get.biggerpockets.com/passivepocketssummit2026/ This Episode Hotels for passive investors: what actually matters and how it’s different from multifamily. Chris Lopez digs in with Jay Desai and Suraj Reddy on the underwriting stack (ADR, occupancy, RevPAR and RevPAR penetration), why brand fit and comp sets (STAR reports) drive the thesis, and how operations (daily pricing, sales/RFPs, third-party management aligned on expenses) move the needle. They walk through break-even occupancy math (often far lower than MF), margins, bonus depreciation via FF&E/capex, fixed-rate/community-bank capital stacks, and their “no capital calls” policy. Includes a Columbus case study and the macro outlook across business/leisure/extended-stay demand—and what Airbnbs really compete for. Key Takeaways Hotels 101: ADR × occupancy = RevPAR; low RevPAR penetration in a strong comp set = value-add target Break-even is different: hotels can pencil at ~35–60% occupancy vs. ~70–75% in multifamily Operations > brand alone: daily revenue management, sales/RFPs, and expense discipline drive NOI STAR reports: how pros build comp sets and gauge RevPAR share before/after capex Depreciation edge: large year-one bonus depreciation from FF&E and renovations (consult your CPA) Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented. Attend the 2026 Summit Conference:

https://get.biggerpockets.com/passivepocketssummit2026/


This Episode

Hotels for passive investors: what actually matters and how it’s different from multifamily. Chris Lopez digs in with Jay Desai and Suraj Reddy on the underwriting stack (ADR, occupancy, RevPAR and RevPAR penetration), why brand fit and comp sets (STAR reports) drive the thesis, and how operations (daily pricing, sales/RFPs, third-party management aligned on expenses) move the needle. They walk through break-even occupancy math (often far lower than MF), margins, bonus depreciation via FF&E/capex, fixed-rate/community-bank capital stacks, and their “no capital calls” policy. Includes a Columbus case study and the macro outlook across business/leisure/extended-stay demand—and what Airbnbs really compete for.


Key Takeaways

  • Hotels 101: ADR × occupancy = RevPAR; low RevPAR penetration in a strong comp set = value-add target
  • Break-even is different: hotels can pencil at ~35–60% occupancy vs. ~70–75% in multifamily
  • Operations > brand alone: daily revenue management, sales/RFPs, and expense discipline drive NOI
  • STAR reports: how pros build comp sets and gauge RevPAR share before/after capex
  • Depreciation edge: large year-one bonus depreciation from FF&E and renovations (consult your CPA)

Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk. Nothing here is investment, tax, legal, or financial advice; consult qualified professionals. Past performance is not indicative of future results. This podcast may include paid advertisements or promotional materials for sponsors, funds, or offerings and should not be interpreted as a recommendation or endorsement by PassivePockets, LLC or affiliates. Conduct your own due diligence and consider your financial situation before engaging with any advertised products or services. PassivePockets, LLC disclaims all liability for any actions taken based on the information presented.

]]> 2720 no State of PassivePockets 2026: Survey & Initiatives Attend the 2026 Summit Conference: https://get.biggerpockets.com/passivepocketssummit2026/ It’s our “2026 State of PassivePockets.” Chris Lopez (now lead host, alongside co-hosts Jim Pfeifer and Paul Shannon) shares highlights from the 2025 member survey (96% accredited; 91% already LPs), explains why our Net Promoter Score jumped from -4 (2024) to 44 (2025), and unveils three big initiatives for 2026: (1) community-driven resources that go deep on due diligence—starting with debt funds; (2) using the community’s pooled volume to negotiate better investor terms; and (3) doubling down on what’s working—Sponsor Ratings & Reviews, LP Deal Reviews, the podcast, and a more active private forum. You’ll also hear what members fear most (losing capital), what they want most (steady cash flow), and which asset classes they’re targeting (multifamily and debt tied for #1). Key Takeaways Who we are: 96% accredited; 91% already in syndications/funds NPS turnaround: from -4 (’24) ➜ 44 (’25); top positives—education, trust, community Biggest pain points: pricing clarity, forum engagement, and site navigation- on our roadmap What members fear most: capital loss (72%); what they want most: steady cash flow (~30%) 2026 focus #1: Debt investing: series of pods, forums, expert panels, and a living DD checklist 2026 focus #2: Better terms: leverage pooled community capital for lower mins / improved share classes 2026 focus #3: Do more of what works: more Sponsor Ratings & Reviews + LP Deal Reviews + member spotlights Asset allocation pulse: multifamily & debt tied for top interest; industrial, MHP, self-storage next Host update: Chris Lopez assumes lead-host role; Jim passes the torch and remains co-host with Paul Get involved: post sponsor reviews, join the forum threads, and help shape the checklists we’ll all use Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 27 Jan 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Attend the 2026 Summit Conference: https://get.biggerpockets.com/passivepocketssummit2026/ It’s our “2026 State of PassivePockets.” Chris Lopez (now lead host, alongside co-hosts Jim Pfeifer and Paul Shannon) shares highlights from the 2025 member survey (96% accredited; 91% already LPs), explains why our Net Promoter Score jumped from -4 (2024) to 44 (2025), and unveils three big initiatives for 2026: (1) community-driven resources that go deep on due diligence—starting with debt funds; (2) using the community’s pooled volume to negotiate better investor terms; and (3) doubling down on what’s working—Sponsor Ratings & Reviews, LP Deal Reviews, the podcast, and a more active private forum. You’ll also hear what members fear most (losing capital), what they want most (steady cash flow), and which asset classes they’re targeting (multifamily and debt tied for #1). Key Takeaways Who we are: 96% accredited; 91% already in syndications/funds NPS turnaround: from -4 (’24) ➜ 44 (’25); top positives—education, trust, community Biggest pain points: pricing clarity, forum engagement, and site navigation- on our roadmap What members fear most: capital loss (72%); what they want most: steady cash flow (~30%) 2026 focus #1: Debt investing: series of pods, forums, expert panels, and a living DD checklist 2026 focus #2: Better terms: leverage pooled community capital for lower mins / improved share classes 2026 focus #3: Do more of what works: more Sponsor Ratings & Reviews + LP Deal Reviews + member spotlights Asset allocation pulse: multifamily & debt tied for top interest; industrial, MHP, self-storage next Host update: Chris Lopez assumes lead-host role; Jim passes the torch and remains co-host with Paul Get involved: post sponsor reviews, join the forum threads, and help shape the checklists we’ll all use Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Attend the 2026 Summit Conference:

https://get.biggerpockets.com/passivepocketssummit2026/


It’s our “2026 State of PassivePockets.” Chris Lopez (now lead host, alongside co-hosts Jim Pfeifer and Paul Shannon) shares highlights from the 2025 member survey (96% accredited; 91% already LPs), explains why our Net Promoter Score jumped from -4 (2024) to 44 (2025), and unveils three big initiatives for 2026: (1) community-driven resources that go deep on due diligence—starting with debt funds; (2) using the community’s pooled volume to negotiate better investor terms; and (3) doubling down on what’s working—Sponsor Ratings & Reviews, LP Deal Reviews, the podcast, and a more active private forum. You’ll also hear what members fear most (losing capital), what they want most (steady cash flow), and which asset classes they’re targeting (multifamily and debt tied for #1).


Key Takeaways

Who we are: 96% accredited; 91% already in syndications/funds

NPS turnaround: from -4 (’24) ➜ 44 (’25); top positives—education, trust, community

Biggest pain points: pricing clarity, forum engagement, and site navigation- on our roadmap

What members fear most: capital loss (72%); what they want most: steady cash flow (~30%)

2026 focus #1: Debt investing: series of pods, forums, expert panels, and a living DD checklist

2026 focus #2: Better terms: leverage pooled community capital for lower mins / improved share classes

2026 focus #3: Do more of what works: more Sponsor Ratings & Reviews + LP Deal Reviews + member spotlights

Asset allocation pulse: multifamily & debt tied for top interest; industrial, MHP, self-storage next

Host update: Chris Lopez assumes lead-host role; Jim passes the torch and remains co-host with Paul

Get involved: post sponsor reviews, join the forum threads, and help shape the checklists we’ll all use


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 1606 no Pulse Check 2025: Multifamily, Debt Funds & Liquidity Chris Lopez, Jim Pfeifer, and Paul Shannon run a year-end Pulse Check on what worked in 2025, what did not, and where they are deploying capital in 2026. The hosts compare notes on gold and silver, why hard assets helped, and why many expected more multifamily distress than actually appeared. They dig into operator risk, liquidity as an edge, and the niches they like now, from B-class value add with day one cash flow to flex industrial and neighborhood retail. They also cover contrarian views on office and coastal markets, the interest rate outlook and fixed versus floating debt, non-performing loan plays in multifamily, and fresh survey data on where passive LPs plan to invest this year. Key Takeaways 2025 recap: hard assets helped. Gold and silver hedged uncertainty while real estate rewarded disciplined underwriting Fewer fire sales than expected: multifamily distress was patchy and operator specific rather than a broad wave Liquidity matters: dry powder, lines of credit, and redeemable debt funds enable fast moves on real opportunities 2026 opportunities: multifamily with positive leverage, flex industrial for small business users, and durable neighborhood retail tenants Class focus: lean toward higher quality assets and cleaner capex profiles when the price is right Debt positioning: many LPs favor income and down-stack protection; consider fixed rate for sleep-at-night, float selectively if thesis supports it NPL angle: buying notes on discounted basis can create multiple paths to value if you underwrite conservatively Market views: watch select coastal recoveries and Midwest affordability tailwinds; expect fewer easy wins and more operator-driven value Community pulse: survey shows strong 2026 appetite for multifamily and debt, with investors sizing checks meaningfully higher than last year Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 20 Jan 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez, Jim Pfeifer, and Paul Shannon run a year-end Pulse Check on what worked in 2025, what did not, and where they are deploying capital in 2026. The hosts compare notes on gold and silver, why hard assets helped, and why many expected more multifamily distress than actually appeared. They dig into operator risk, liquidity as an edge, and the niches they like now, from B-class value add with day one cash flow to flex industrial and neighborhood retail. They also cover contrarian views on office and coastal markets, the interest rate outlook and fixed versus floating debt, non-performing loan plays in multifamily, and fresh survey data on where passive LPs plan to invest this year. Key Takeaways 2025 recap: hard assets helped. Gold and silver hedged uncertainty while real estate rewarded disciplined underwriting Fewer fire sales than expected: multifamily distress was patchy and operator specific rather than a broad wave Liquidity matters: dry powder, lines of credit, and redeemable debt funds enable fast moves on real opportunities 2026 opportunities: multifamily with positive leverage, flex industrial for small business users, and durable neighborhood retail tenants Class focus: lean toward higher quality assets and cleaner capex profiles when the price is right Debt positioning: many LPs favor income and down-stack protection; consider fixed rate for sleep-at-night, float selectively if thesis supports it NPL angle: buying notes on discounted basis can create multiple paths to value if you underwrite conservatively Market views: watch select coastal recoveries and Midwest affordability tailwinds; expect fewer easy wins and more operator-driven value Community pulse: survey shows strong 2026 appetite for multifamily and debt, with investors sizing checks meaningfully higher than last year Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez, Jim Pfeifer, and Paul Shannon run a year-end Pulse Check on what worked in 2025, what did not, and where they are deploying capital in 2026. The hosts compare notes on gold and silver, why hard assets helped, and why many expected more multifamily distress than actually appeared. They dig into operator risk, liquidity as an edge, and the niches they like now, from B-class value add with day one cash flow to flex industrial and neighborhood retail. They also cover contrarian views on office and coastal markets, the interest rate outlook and fixed versus floating debt, non-performing loan plays in multifamily, and fresh survey data on where passive LPs plan to invest this year.


Key Takeaways

  • 2025 recap: hard assets helped. Gold and silver hedged uncertainty while real estate rewarded disciplined underwriting
  • Fewer fire sales than expected: multifamily distress was patchy and operator specific rather than a broad wave
  • Liquidity matters: dry powder, lines of credit, and redeemable debt funds enable fast moves on real opportunities
  • 2026 opportunities: multifamily with positive leverage, flex industrial for small business users, and durable neighborhood retail tenants
  • Class focus: lean toward higher quality assets and cleaner capex profiles when the price is right
  • Debt positioning: many LPs favor income and down-stack protection; consider fixed rate for sleep-at-night, float selectively if thesis supports it
  • NPL angle: buying notes on discounted basis can create multiple paths to value if you underwrite conservatively
  • Market views: watch select coastal recoveries and Midwest affordability tailwinds; expect fewer easy wins and more operator-driven value
  • Community pulse: survey shows strong 2026 appetite for multifamily and debt, with investors sizing checks meaningfully higher than last year


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2989 no Leka Devatha’s Playbook: Creative Exits, ADUs & Value-Add Deals Chris Lopez welcomes Seattle-based investor/author Leka Devatha to unpack how she built from flips to a diversified active/passive portfolio—plus what’s actually working in a high-cost, tenant-friendly market. Leka breaks down her first LP deal (why operator selection and interest-rate caps mattered), a 12-unit Seattle value-add that tripled gross rents, and the creative lending + multi-exit playbook behind her new book, Return on Real Estate. She shares a tactical framework for sourcing, underwriting, and operating in micro-markets—and how middle-housing zoning (ADUs, townhomes, duplexes) is shaping her 2026 pipeline. Key Takeaways Operator first: In 2021–22 vintage deals, disciplined sponsors with interest-rate caps, tight PM, and no fee-grab mentality have fared best. Value-add or bust (in HCOL markets): Buy below market due to deferred maintenance; renovate only what’s required to hit rent and NOI targets. Operations edge: Strict tenant standards, vigilant expense control, and local PM who understands tenant-friendly statutes are non-negotiable. Creative capital stack: Build a lender bench (conventional, DSCR, hard money) and use tools like short-term cash-out refis with no prepay to bridge seasonality. Micro-market focus: Know the streets, views, and comps; Seattle’s middle-housing rules unlock ADUs/townhomes/duplexes on former SF lots. Stack exits: Example—flip the front house, build/condo-map a DADU, keep as a long-term rental, refi to pull cash while holding quality dirt. Active → Passive: If you’re newer, learn by placing small LP checks with proven, local operators before scaling your own projects. Next 12–24 months: Fewer “easy” wins, but more mispriced opportunities for operators who can create value and manage tightly. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 13 Jan 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez welcomes Seattle-based investor/author Leka Devatha to unpack how she built from flips to a diversified active/passive portfolio—plus what’s actually working in a high-cost, tenant-friendly market. Leka breaks down her first LP deal (why operator selection and interest-rate caps mattered), a 12-unit Seattle value-add that tripled gross rents, and the creative lending + multi-exit playbook behind her new book, Return on Real Estate. She shares a tactical framework for sourcing, underwriting, and operating in micro-markets—and how middle-housing zoning (ADUs, townhomes, duplexes) is shaping her 2026 pipeline. Key Takeaways Operator first: In 2021–22 vintage deals, disciplined sponsors with interest-rate caps, tight PM, and no fee-grab mentality have fared best. Value-add or bust (in HCOL markets): Buy below market due to deferred maintenance; renovate only what’s required to hit rent and NOI targets. Operations edge: Strict tenant standards, vigilant expense control, and local PM who understands tenant-friendly statutes are non-negotiable. Creative capital stack: Build a lender bench (conventional, DSCR, hard money) and use tools like short-term cash-out refis with no prepay to bridge seasonality. Micro-market focus: Know the streets, views, and comps; Seattle’s middle-housing rules unlock ADUs/townhomes/duplexes on former SF lots. Stack exits: Example—flip the front house, build/condo-map a DADU, keep as a long-term rental, refi to pull cash while holding quality dirt. Active → Passive: If you’re newer, learn by placing small LP checks with proven, local operators before scaling your own projects. Next 12–24 months: Fewer “easy” wins, but more mispriced opportunities for operators who can create value and manage tightly. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez welcomes Seattle-based investor/author Leka Devatha to unpack how she built from flips to a diversified active/passive portfolio—plus what’s actually working in a high-cost, tenant-friendly market. Leka breaks down her first LP deal (why operator selection and interest-rate caps mattered), a 12-unit Seattle value-add that tripled gross rents, and the creative lending + multi-exit playbook behind her new book, Return on Real Estate. She shares a tactical framework for sourcing, underwriting, and operating in micro-markets—and how middle-housing zoning (ADUs, townhomes, duplexes) is shaping her 2026 pipeline.


Key Takeaways

  • Operator first: In 2021–22 vintage deals, disciplined sponsors with interest-rate caps, tight PM, and no fee-grab mentality have fared best.
  • Value-add or bust (in HCOL markets): Buy below market due to deferred maintenance; renovate only what’s required to hit rent and NOI targets.
  • Operations edge: Strict tenant standards, vigilant expense control, and local PM who understands tenant-friendly statutes are non-negotiable.
  • Creative capital stack: Build a lender bench (conventional, DSCR, hard money) and use tools like short-term cash-out refis with no prepay to bridge seasonality.
  • Micro-market focus: Know the streets, views, and comps; Seattle’s middle-housing rules unlock ADUs/townhomes/duplexes on former SF lots.
  • Stack exits: Example—flip the front house, build/condo-map a DADU, keep as a long-term rental, refi to pull cash while holding quality dirt.
  • Active → Passive: If you’re newer, learn by placing small LP checks with proven, local operators before scaling your own projects.
  • Next 12–24 months: Fewer “easy” wins, but more mispriced opportunities for operators who can create value and manage tightly.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 1749 no Scott Trench’s 2026 Playbook: Rates, Rents, and the Office Bet This Episode Chris Lopez and Jim Pfeifer sit down with Scott Trench for a frank 2025 recap and a practical 2026 game plan. Scott reviews what he got right (rates staying sticky, supply-driven rent trends) and where the surprises showed up (gold strength, stock market resilience), then opens his playbook: selling a chunk of stocks, buying paid-off 2–4 unit Denver rentals, and allocating a small slice of retirement capital to private credit via a solo 401(k). Looking ahead, Scott focuses on multifamily supply tapering, demand uncertainty, and the 10-year vs. Fed funds dynamic. He also lays out a contrarian Class A office thesis (all equity, patient lease-up, operator quality over leverage) and shares how LPs might think about accessing similar opportunities. Key Takeaways Interest rates: policy cuts may not translate to lower mortgages if the 10-year stays elevated Supply and rents: 2026 likely absorbs the 2024–2025 wave, with rent strength returning market by market Portfolio moves: swapped high-multiple equities for paid-off small multifamily; reserved retirement dollars for simple-yield private credit Risk posture: early-career aggression → mid-career capital protection; leverage optionality comes later Office angle: best-in-market, newer assets with patient, all-equity business plans may offer asymmetric upside LP lens: prioritize operator track records in one geography, modest leverage, and realistic lease-up/tenant improvement budgets Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 06 Jan 2026 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors This Episode Chris Lopez and Jim Pfeifer sit down with Scott Trench for a frank 2025 recap and a practical 2026 game plan. Scott reviews what he got right (rates staying sticky, supply-driven rent trends) and where the surprises showed up (gold strength, stock market resilience), then opens his playbook: selling a chunk of stocks, buying paid-off 2–4 unit Denver rentals, and allocating a small slice of retirement capital to private credit via a solo 401(k). Looking ahead, Scott focuses on multifamily supply tapering, demand uncertainty, and the 10-year vs. Fed funds dynamic. He also lays out a contrarian Class A office thesis (all equity, patient lease-up, operator quality over leverage) and shares how LPs might think about accessing similar opportunities. Key Takeaways Interest rates: policy cuts may not translate to lower mortgages if the 10-year stays elevated Supply and rents: 2026 likely absorbs the 2024–2025 wave, with rent strength returning market by market Portfolio moves: swapped high-multiple equities for paid-off small multifamily; reserved retirement dollars for simple-yield private credit Risk posture: early-career aggression → mid-career capital protection; leverage optionality comes later Office angle: best-in-market, newer assets with patient, all-equity business plans may offer asymmetric upside LP lens: prioritize operator track records in one geography, modest leverage, and realistic lease-up/tenant improvement budgets Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. This Episode

Chris Lopez and Jim Pfeifer sit down with Scott Trench for a frank 2025 recap and a practical 2026 game plan. Scott reviews what he got right (rates staying sticky, supply-driven rent trends) and where the surprises showed up (gold strength, stock market resilience), then opens his playbook: selling a chunk of stocks, buying paid-off 2–4 unit Denver rentals, and allocating a small slice of retirement capital to private credit via a solo 401(k). Looking ahead, Scott focuses on multifamily supply tapering, demand uncertainty, and the 10-year vs. Fed funds dynamic. He also lays out a contrarian Class A office thesis (all equity, patient lease-up, operator quality over leverage) and shares how LPs might think about accessing similar opportunities.


Key Takeaways

  • Interest rates: policy cuts may not translate to lower mortgages if the 10-year stays elevated
  • Supply and rents: 2026 likely absorbs the 2024–2025 wave, with rent strength returning market by market
  • Portfolio moves: swapped high-multiple equities for paid-off small multifamily; reserved retirement dollars for simple-yield private credit
  • Risk posture: early-career aggression → mid-career capital protection; leverage optionality comes later
  • Office angle: best-in-market, newer assets with patient, all-equity business plans may offer asymmetric upside
  • LP lens: prioritize operator track records in one geography, modest leverage, and realistic lease-up/tenant improvement budgets


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2380 no Maximize 2025, Plan 2026: John Bowens on Solo 401k Deadlines and Roth Conversions Chris Lopez is joined by Equity Trust’s John Bowens to close out 2025 and prep smart moves for 2026 using self-directed retirement accounts. John walks through contribution and conversion timelines for IRAs, Roth IRAs, HSAs, and Solo 401(k)s, explains the seven-day payroll rule for S- and C-corps, and shares practical strategies like spousal IRAs, backdoor Roths, staged Roth conversions over two tax years, and maximizing early-year compounding. The conversation also covers 2026 limit increases, Solo 401(k) employer vs employee buckets, and the Secure Act 2.0 tax credit for new plans. Key Takeaways Roth conversions must post by Dec 31 for the current tax year Previous-year IRA and HSA contributions allowed until Apr 15 if not on extension Solo 401(k) employee deferrals for S- and C-corps must be deposited within seven days of payroll Sole proprietors can set up and fund a Solo 401(k) for the prior year by Apr 15 Use spousal IRAs and backdoor Roths to maximize annual limits Stage conversions across two years to manage tax brackets while starting compounding sooner Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 30 Dec 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez is joined by Equity Trust’s John Bowens to close out 2025 and prep smart moves for 2026 using self-directed retirement accounts. John walks through contribution and conversion timelines for IRAs, Roth IRAs, HSAs, and Solo 401(k)s, explains the seven-day payroll rule for S- and C-corps, and shares practical strategies like spousal IRAs, backdoor Roths, staged Roth conversions over two tax years, and maximizing early-year compounding. The conversation also covers 2026 limit increases, Solo 401(k) employer vs employee buckets, and the Secure Act 2.0 tax credit for new plans. Key Takeaways Roth conversions must post by Dec 31 for the current tax year Previous-year IRA and HSA contributions allowed until Apr 15 if not on extension Solo 401(k) employee deferrals for S- and C-corps must be deposited within seven days of payroll Sole proprietors can set up and fund a Solo 401(k) for the prior year by Apr 15 Use spousal IRAs and backdoor Roths to maximize annual limits Stage conversions across two years to manage tax brackets while starting compounding sooner Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez is joined by Equity Trust’s John Bowens to close out 2025 and prep smart moves for 2026 using self-directed retirement accounts. John walks through contribution and conversion timelines for IRAs, Roth IRAs, HSAs, and Solo 401(k)s, explains the seven-day payroll rule for S- and C-corps, and shares practical strategies like spousal IRAs, backdoor Roths, staged Roth conversions over two tax years, and maximizing early-year compounding. The conversation also covers 2026 limit increases, Solo 401(k) employer vs employee buckets, and the Secure Act 2.0 tax credit for new plans.


Key Takeaways

Roth conversions must post by Dec 31 for the current tax year

Previous-year IRA and HSA contributions allowed until Apr 15 if not on extension

Solo 401(k) employee deferrals for S- and C-corps must be deposited within seven days of payroll

Sole proprietors can set up and fund a Solo 401(k) for the prior year by Apr 15

Use spousal IRAs and backdoor Roths to maximize annual limits

Stage conversions across two years to manage tax brackets while starting compounding sooner



Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2259 no Residential Assisted Living: Cash Flow, Risks, and 2026 Opportunity Chris Lopez welcomes Dr. Alex Schloe and Charlie Cameron to demystify residential assisted living. Alex lays out the macro drivers behind the silver tsunami and why small, boutique homes can deliver better care and stronger cash flow. Charlie breaks down the models from LP to lease-to-operator to full operations and development, including typical home specs, licensing basics, private pay vs Medicaid, and realistic risk controls. The trio covers returns, staffing, marketing, and the due diligence questions LPs should ask before backing an operator or sponsor. Key Takeaways What residential assisted living is and how it differs from big facilities Demographics and demand: boomers aging into care, large bed shortage, 10k Americans turning 80 daily Investment models: LP, lease-to-operator, own-and-operate, and phased development of 10 to 16 bed homes Typical home criteria: single story preferred, 300 sq ft per resident, abundant beds and baths, sprinklers, roll-in showers Returns and timelines: value-add and development deals targeting mid 20s IRR ranges with ramp-up occupancy considerations Risk management: operator vetting, staffing and marketing plans, licensing and insurance, location near labor and hospitals, contingency reserves LP due diligence: private pay focus, sponsor pipeline for operators, comps via secret shopping and NIC data, personal guarantees and SBA scrutiny Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 23 Dec 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez welcomes Dr. Alex Schloe and Charlie Cameron to demystify residential assisted living. Alex lays out the macro drivers behind the silver tsunami and why small, boutique homes can deliver better care and stronger cash flow. Charlie breaks down the models from LP to lease-to-operator to full operations and development, including typical home specs, licensing basics, private pay vs Medicaid, and realistic risk controls. The trio covers returns, staffing, marketing, and the due diligence questions LPs should ask before backing an operator or sponsor. Key Takeaways What residential assisted living is and how it differs from big facilities Demographics and demand: boomers aging into care, large bed shortage, 10k Americans turning 80 daily Investment models: LP, lease-to-operator, own-and-operate, and phased development of 10 to 16 bed homes Typical home criteria: single story preferred, 300 sq ft per resident, abundant beds and baths, sprinklers, roll-in showers Returns and timelines: value-add and development deals targeting mid 20s IRR ranges with ramp-up occupancy considerations Risk management: operator vetting, staffing and marketing plans, licensing and insurance, location near labor and hospitals, contingency reserves LP due diligence: private pay focus, sponsor pipeline for operators, comps via secret shopping and NIC data, personal guarantees and SBA scrutiny Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez welcomes Dr. Alex Schloe and Charlie Cameron to demystify residential assisted living. Alex lays out the macro drivers behind the silver tsunami and why small, boutique homes can deliver better care and stronger cash flow. Charlie breaks down the models from LP to lease-to-operator to full operations and development, including typical home specs, licensing basics, private pay vs Medicaid, and realistic risk controls. The trio covers returns, staffing, marketing, and the due diligence questions LPs should ask before backing an operator or sponsor.


Key Takeaways

  • What residential assisted living is and how it differs from big facilities
  • Demographics and demand: boomers aging into care, large bed shortage, 10k Americans turning 80 daily
  • Investment models: LP, lease-to-operator, own-and-operate, and phased development of 10 to 16 bed homes
  • Typical home criteria: single story preferred, 300 sq ft per resident, abundant beds and baths, sprinklers, roll-in showers
  • Returns and timelines: value-add and development deals targeting mid 20s IRR ranges with ramp-up occupancy considerations
  • Risk management: operator vetting, staffing and marketing plans, licensing and insurance, location near labor and hospitals, contingency reserves
  • LP due diligence: private pay focus, sponsor pipeline for operators, comps via secret shopping and NIC data, personal guarantees and SBA scrutiny


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2373 no J Scott’s 2026 Playbook: Inflation, Rates, and Where Real Estate Wins Jim Pfeifer and Chris Lopez sit down with investor and author J Scott to recap 2025 and map out what LPs should be watching in 2026. J shares where the year defied expectations (supply, rates, and “real” distress), how he’s positioning for a higher-for-longer rate regime, and the simple filters he’s using to decide between equity and credit today. The conversation covers underwriting discipline, liquidity planning, and why needs-based real estate and inefficient small-multifamily niches may offer the best risk-adjusted plays right now—if you partner with true specialists. Key Takeaways 2025 reality check: distress was uneven and narrower than headlines; construction delays kept deliveries elevated longer than expected Rates vs. cap rates: in higher-for-longer, appreciation must come from income growth and operational upside—not cap rate fantasy Allocation: build durable cash flow with selective debt strategies while reserving dry powder for high-conviction equity dislocations LP playbook: diversify by sponsor and strategy, avoid tax-driven decisions, and stress test for flat/negative rent growth and refi risk Where to hunt: needs-based real estate (e.g., senior/medical/data) and imperfect small-multifamily markets where operator edge matters Operator diligence: prioritize track record, reporting, and downside plans; verify fee alignment and who truly controls execution Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 16 Dec 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Jim Pfeifer and Chris Lopez sit down with investor and author J Scott to recap 2025 and map out what LPs should be watching in 2026. J shares where the year defied expectations (supply, rates, and “real” distress), how he’s positioning for a higher-for-longer rate regime, and the simple filters he’s using to decide between equity and credit today. The conversation covers underwriting discipline, liquidity planning, and why needs-based real estate and inefficient small-multifamily niches may offer the best risk-adjusted plays right now—if you partner with true specialists. Key Takeaways 2025 reality check: distress was uneven and narrower than headlines; construction delays kept deliveries elevated longer than expected Rates vs. cap rates: in higher-for-longer, appreciation must come from income growth and operational upside—not cap rate fantasy Allocation: build durable cash flow with selective debt strategies while reserving dry powder for high-conviction equity dislocations LP playbook: diversify by sponsor and strategy, avoid tax-driven decisions, and stress test for flat/negative rent growth and refi risk Where to hunt: needs-based real estate (e.g., senior/medical/data) and imperfect small-multifamily markets where operator edge matters Operator diligence: prioritize track record, reporting, and downside plans; verify fee alignment and who truly controls execution Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Jim Pfeifer and Chris Lopez sit down with investor and author J Scott to recap 2025 and map out what LPs should be watching in 2026. J shares where the year defied expectations (supply, rates, and “real” distress), how he’s positioning for a higher-for-longer rate regime, and the simple filters he’s using to decide between equity and credit today. The conversation covers underwriting discipline, liquidity planning, and why needs-based real estate and inefficient small-multifamily niches may offer the best risk-adjusted plays right now—if you partner with true specialists.


Key Takeaways

2025 reality check: distress was uneven and narrower than headlines; construction delays kept deliveries elevated longer than expected

Rates vs. cap rates: in higher-for-longer, appreciation must come from income growth and operational upside—not cap rate fantasy

Allocation: build durable cash flow with selective debt strategies while reserving dry powder for high-conviction equity dislocations

LP playbook: diversify by sponsor and strategy, avoid tax-driven decisions, and stress test for flat/negative rent growth and refi risk

Where to hunt: needs-based real estate (e.g., senior/medical/data) and imperfect small-multifamily markets where operator edge matters

Operator diligence: prioritize track record, reporting, and downside plans; verify fee alignment and who truly controls execution


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2431 no Brian Burke’s 2026 Playbook: Small-Multi Deals & What’s Next for Rates Chris Lopez and Paul Shannon welcome investor and author Brian Burke to look back at 2025 and set the table for 2026. Brian recaps his “end the dive in 25” thesis, explains why his pivot to senior housing has outperformed, and shares what actually surprised him this year. The group digs into supply, sentiment, and rates, plus the difference between perfect and imperfect markets and why small multifamily and true needs-based real estate may offer the best risk-adjusted plays right now. Key Takeaways 2025 recap: senior housing led commercial performance while multifamily price declines slowed but did not fully reverse Surprise of the year: new construction deliveries in multifamily stayed elevated longer than expected, keeping pressure on rents and occupancy Portfolio moves: Brian co-invested in his senior housing fund, added selectively to individual stocks on pullbacks, explored biotech, and is eyeing Bitcoin on deeper dips 2026 watchlist: investor sentiment in multifamily, supply tapering, and the rate story split between short-term SOFR and the stubborn 10-year Strategy notes: in a higher-for-longer world, appreciation must come from income growth more than cap rate compression For LPs: prioritize needs-based real estate like senior housing, medical office, and data centers; consider contrarian but expert-led office plays and inefficient small-multifamily opportunities Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 09 Dec 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez and Paul Shannon welcome investor and author Brian Burke to look back at 2025 and set the table for 2026. Brian recaps his “end the dive in 25” thesis, explains why his pivot to senior housing has outperformed, and shares what actually surprised him this year. The group digs into supply, sentiment, and rates, plus the difference between perfect and imperfect markets and why small multifamily and true needs-based real estate may offer the best risk-adjusted plays right now. Key Takeaways 2025 recap: senior housing led commercial performance while multifamily price declines slowed but did not fully reverse Surprise of the year: new construction deliveries in multifamily stayed elevated longer than expected, keeping pressure on rents and occupancy Portfolio moves: Brian co-invested in his senior housing fund, added selectively to individual stocks on pullbacks, explored biotech, and is eyeing Bitcoin on deeper dips 2026 watchlist: investor sentiment in multifamily, supply tapering, and the rate story split between short-term SOFR and the stubborn 10-year Strategy notes: in a higher-for-longer world, appreciation must come from income growth more than cap rate compression For LPs: prioritize needs-based real estate like senior housing, medical office, and data centers; consider contrarian but expert-led office plays and inefficient small-multifamily opportunities Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez and Paul Shannon welcome investor and author Brian Burke to look back at 2025 and set the table for 2026. Brian recaps his “end the dive in 25” thesis, explains why his pivot to senior housing has outperformed, and shares what actually surprised him this year. The group digs into supply, sentiment, and rates, plus the difference between perfect and imperfect markets and why small multifamily and true needs-based real estate may offer the best risk-adjusted plays right now.


Key Takeaways

2025 recap: senior housing led commercial performance while multifamily price declines slowed but did not fully reverse

Surprise of the year: new construction deliveries in multifamily stayed elevated longer than expected, keeping pressure on rents and occupancy

Portfolio moves: Brian co-invested in his senior housing fund, added selectively to individual stocks on pullbacks, explored biotech, and is eyeing Bitcoin on deeper dips

2026 watchlist: investor sentiment in multifamily, supply tapering, and the rate story split between short-term SOFR and the stubborn 10-year

Strategy notes: in a higher-for-longer world, appreciation must come from income growth more than cap rate compression

For LPs: prioritize needs-based real estate like senior housing, medical office, and data centers; consider contrarian but expert-led office plays and inefficient small-multifamily opportunities


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 1990 no 2026 Game Plan, Debt vs. Equity, Rate Cuts Reality Give Us Your Ideas For Next The PassivePockets Summit! https://docs.google.com/forms/d/1vwcvF1z03HYiKmR3a4JN8up0ja4kgKPzG2bCGS6640c/viewform?edit_requested=true This Episode It’s the November PassivePockets Pulse Check. Jim Pfeifer, Paul Shannon, and Chris Lopez share what’s new in their portfolios, the real impact of the Fed’s second rate cut, the tool you should use this month (sponsor reviews—now updatable), and how they’re setting concrete goals for 2026. Plus: a big announcement: PassivePockets Summit is in Denver, April 30 (arrival) - May 2. Vote on sessions and networking ideas via the survey in the link above. Key Takeaways Portfolio check: capital back from an Aspen Funds industrial deal (tribe structure), 30% return of capital from a Threefold sale, and an unfortunate likely loss tied to the DJE/Ascent situation, why operator integrity and transparency matter Real deals in motion: Paul’s Indiana acquisition fully subscribed (rate locked), and an Evansville 56-unit true-distress LOI/PSA walkthrough (what those terms mean and why the team thinks it’s a fast operational turn) Rates: two cuts this fall (~50 bps total) boosted sentiment but barely moved longer-term agency debt; example: 7-yr Treasury + spread shifted only ~6 bps between application and lock Outlook: expect a trickle, not a tsunami, of distress into 2026 as “extend & pretend” maturities roll; bid/ask is narrowing, which may push lenders to act Tools & goals: update your Sponsor Reviews (and why “update” notes help the community); Chris is rebalancing toward private credit and Roth-powered compounding, Jim is doubling down on trusted operators and liquidity discipline, and Paul is rotating from cash/metals into equity while keeping a family financial “in case of emergency” plan current Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 02 Dec 2025 14:36:00 -0000 full 249 PassivePockets, Jim Pfeifer, and Left Field Investors Give Us Your Ideas For Next The PassivePockets Summit! https://docs.google.com/forms/d/1vwcvF1z03HYiKmR3a4JN8up0ja4kgKPzG2bCGS6640c/viewform?edit_requested=true This Episode It’s the November PassivePockets Pulse Check. Jim Pfeifer, Paul Shannon, and Chris Lopez share what’s new in their portfolios, the real impact of the Fed’s second rate cut, the tool you should use this month (sponsor reviews—now updatable), and how they’re setting concrete goals for 2026. Plus: a big announcement: PassivePockets Summit is in Denver, April 30 (arrival) - May 2. Vote on sessions and networking ideas via the survey in the link above. Key Takeaways Portfolio check: capital back from an Aspen Funds industrial deal (tribe structure), 30% return of capital from a Threefold sale, and an unfortunate likely loss tied to the DJE/Ascent situation, why operator integrity and transparency matter Real deals in motion: Paul’s Indiana acquisition fully subscribed (rate locked), and an Evansville 56-unit true-distress LOI/PSA walkthrough (what those terms mean and why the team thinks it’s a fast operational turn) Rates: two cuts this fall (~50 bps total) boosted sentiment but barely moved longer-term agency debt; example: 7-yr Treasury + spread shifted only ~6 bps between application and lock Outlook: expect a trickle, not a tsunami, of distress into 2026 as “extend & pretend” maturities roll; bid/ask is narrowing, which may push lenders to act Tools & goals: update your Sponsor Reviews (and why “update” notes help the community); Chris is rebalancing toward private credit and Roth-powered compounding, Jim is doubling down on trusted operators and liquidity discipline, and Paul is rotating from cash/metals into equity while keeping a family financial “in case of emergency” plan current Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Give Us Your Ideas For Next The PassivePockets Summit!

https://docs.google.com/forms/d/1vwcvF1z03HYiKmR3a4JN8up0ja4kgKPzG2bCGS6640c/viewform?edit_requested=true


This Episode

It’s the November PassivePockets Pulse Check. Jim Pfeifer, Paul Shannon, and Chris Lopez share what’s new in their portfolios, the real impact of the Fed’s second rate cut, the tool you should use this month (sponsor reviews—now updatable), and how they’re setting concrete goals for 2026. Plus: a big announcement: PassivePockets Summit is in Denver, April 30 (arrival) - May 2. Vote on sessions and networking ideas via the survey in the link above.


Key Takeaways

  • Portfolio check: capital back from an Aspen Funds industrial deal (tribe structure), 30% return of capital from a Threefold sale, and an unfortunate likely loss tied to the DJE/Ascent situation, why operator integrity and transparency matter
  • Real deals in motion: Paul’s Indiana acquisition fully subscribed (rate locked), and an Evansville 56-unit true-distress LOI/PSA walkthrough (what those terms mean and why the team thinks it’s a fast operational turn)
  • Rates: two cuts this fall (~50 bps total) boosted sentiment but barely moved longer-term agency debt; example: 7-yr Treasury + spread shifted only ~6 bps between application and lock
  • Outlook: expect a trickle, not a tsunami, of distress into 2026 as “extend & pretend” maturities roll; bid/ask is narrowing, which may push lenders to act
  • Tools & goals: update your Sponsor Reviews (and why “update” notes help the community); Chris is rebalancing toward private credit and Roth-powered compounding, Jim is doubling down on trusted operators and liquidity discipline, and Paul is rotating from cash/metals into equity while keeping a family financial “in case of emergency” plan current


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2975 LP Lessons From Losses: Julie Holly on Transparency & Recalibration Chris Lopez and Paul Shannon sit down with investor and educator Julie Holly for a candid conversation about wins, losses, and leadership as an LP and GP. Julie traces her path from house hacking to syndications, shares the “receive & release” mindset she uses to process setbacks, and explains what changed in her underwriting and operator vetting after a tough year, including one deal where mismanagement led to a total loss. They cover how LPs should share accountability, the exact questions to ask sponsors (who underwrites, how they stress-test, and how they communicate), and why Julie paused new offerings to focus on stewardship and transparency. Key Takeaways Start as an LP to learn the experience end-to-end; early distributions can feel great, but plans must survive rate, insurance, and market shifts “Receive & release”: make space to process losses, own your part, then offload what isn’t yours so you can lead and decide clearly Trust and verify: dig into vacancy, taxes, insurance, payroll, and who actually underwrites (in-house vs. outsourced/AI); stress-test more than one way Accountability is shared: GPs must report clearly and often; LPs must understand their risk profile, read docs, and avoid “write first, learn later” FOMO Choose relationships, not just returns: invest with people who answer candidly, welcome hard questions, and are reachable when things get bumpy Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 25 Nov 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez and Paul Shannon sit down with investor and educator Julie Holly for a candid conversation about wins, losses, and leadership as an LP and GP. Julie traces her path from house hacking to syndications, shares the “receive & release” mindset she uses to process setbacks, and explains what changed in her underwriting and operator vetting after a tough year, including one deal where mismanagement led to a total loss. They cover how LPs should share accountability, the exact questions to ask sponsors (who underwrites, how they stress-test, and how they communicate), and why Julie paused new offerings to focus on stewardship and transparency. Key Takeaways Start as an LP to learn the experience end-to-end; early distributions can feel great, but plans must survive rate, insurance, and market shifts “Receive & release”: make space to process losses, own your part, then offload what isn’t yours so you can lead and decide clearly Trust and verify: dig into vacancy, taxes, insurance, payroll, and who actually underwrites (in-house vs. outsourced/AI); stress-test more than one way Accountability is shared: GPs must report clearly and often; LPs must understand their risk profile, read docs, and avoid “write first, learn later” FOMO Choose relationships, not just returns: invest with people who answer candidly, welcome hard questions, and are reachable when things get bumpy Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez and Paul Shannon sit down with investor and educator Julie Holly for a candid conversation about wins, losses, and leadership as an LP and GP. Julie traces her path from house hacking to syndications, shares the “receive & release” mindset she uses to process setbacks, and explains what changed in her underwriting and operator vetting after a tough year, including one deal where mismanagement led to a total loss. They cover how LPs should share accountability, the exact questions to ask sponsors (who underwrites, how they stress-test, and how they communicate), and why Julie paused new offerings to focus on stewardship and transparency.


Key Takeaways

  • Start as an LP to learn the experience end-to-end; early distributions can feel great, but plans must survive rate, insurance, and market shifts
  • “Receive & release”: make space to process losses, own your part, then offload what isn’t yours so you can lead and decide clearly
  • Trust and verify: dig into vacancy, taxes, insurance, payroll, and who actually underwrites (in-house vs. outsourced/AI); stress-test more than one way
  • Accountability is shared: GPs must report clearly and often; LPs must understand their risk profile, read docs, and avoid “write first, learn later” FOMO
  • Choose relationships, not just returns: invest with people who answer candidly, welcome hard questions, and are reachable when things get bumpy


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2160 no Multifamily 2026: Bid-Ask Reality, Distress Signals, and Where Deals Pencil In this exclusive webinar release, Paul Shannon moderates a market check with brokers Beau Beery, Reid Bennett, and Jakob Andersen. The panel covers where multifamily deals are actually clearing in late 2025, why the bid ask gap is narrowing, and how underwriting has shifted from headline cap rates to year one cash on cash, DCR, and debt yield. They compare Sunbelt supply waves to steadier Midwest fundamentals, walk through valuation reality checks sellers must face, and explain why most 2026 activity will be motivated sales and selective distress rather than a fire sale. The group also digs into operational costs, staffing shortages, financing paths into 2026, and what LPs should demand from GPs. Key Takeaways Bid ask is closing as loan maturities force decisions and rate volatility calms enough for buyers to plan Underwrite to cash on cash, DCR, debt yield first and sanity check taxes, insurance, payroll, and true vacancy before quoting a cap rate Supply matters more at scale: heavy Sunbelt deliveries pressure B assets while Midwest occupancy stays supported by limited new B stock and tight single family inventory Financing mix for 2026 will be agency for stabilized and selective bridge for assets that cannot qualify, with realistic reserves and timelines Expect more transactions and some distress in 2026, but not a broad capitulation; LPs should vet operators with downturn experience and transparent decision trees on sell, refi, or hold Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 18 Nov 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors In this exclusive webinar release, Paul Shannon moderates a market check with brokers Beau Beery, Reid Bennett, and Jakob Andersen. The panel covers where multifamily deals are actually clearing in late 2025, why the bid ask gap is narrowing, and how underwriting has shifted from headline cap rates to year one cash on cash, DCR, and debt yield. They compare Sunbelt supply waves to steadier Midwest fundamentals, walk through valuation reality checks sellers must face, and explain why most 2026 activity will be motivated sales and selective distress rather than a fire sale. The group also digs into operational costs, staffing shortages, financing paths into 2026, and what LPs should demand from GPs. Key Takeaways Bid ask is closing as loan maturities force decisions and rate volatility calms enough for buyers to plan Underwrite to cash on cash, DCR, debt yield first and sanity check taxes, insurance, payroll, and true vacancy before quoting a cap rate Supply matters more at scale: heavy Sunbelt deliveries pressure B assets while Midwest occupancy stays supported by limited new B stock and tight single family inventory Financing mix for 2026 will be agency for stabilized and selective bridge for assets that cannot qualify, with realistic reserves and timelines Expect more transactions and some distress in 2026, but not a broad capitulation; LPs should vet operators with downturn experience and transparent decision trees on sell, refi, or hold Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In this exclusive webinar release, Paul Shannon moderates a market check with brokers Beau Beery, Reid Bennett, and Jakob Andersen. The panel covers where multifamily deals are actually clearing in late 2025, why the bid ask gap is narrowing, and how underwriting has shifted from headline cap rates to year one cash on cash, DCR, and debt yield. They compare Sunbelt supply waves to steadier Midwest fundamentals, walk through valuation reality checks sellers must face, and explain why most 2026 activity will be motivated sales and selective distress rather than a fire sale. The group also digs into operational costs, staffing shortages, financing paths into 2026, and what LPs should demand from GPs.


Key Takeaways

  • Bid ask is closing as loan maturities force decisions and rate volatility calms enough for buyers to plan
  • Underwrite to cash on cash, DCR, debt yield first and sanity check taxes, insurance, payroll, and true vacancy before quoting a cap rate
  • Supply matters more at scale: heavy Sunbelt deliveries pressure B assets while Midwest occupancy stays supported by limited new B stock and tight single family inventory
  • Financing mix for 2026 will be agency for stabilized and selective bridge for assets that cannot qualify, with realistic reserves and timelines
  • Expect more transactions and some distress in 2026, but not a broad capitulation; LPs should vet operators with downturn experience and transparent decision trees on sell, refi, or hold


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 3648 no Dave Meyer: The 20-Hour Rule & Systems for Busy Real Estate Investors Dave Meyer joins Chris Lopez and Jim Pfeifer to unpack the shift from hands-on house hacking in Denver to diversified passive investing. Dave walks through selling select rentals, using a Delaware Statutory Trust for a 1031, and why he caps real estate time at 20 hours a month. He explains dollar cost averaging into syndications for liquidity management, why he still concentrates on multifamily he understands, and how he hedges with fixed-rate debt, cash, and some gold. The crew digs into operator selection, supply awareness, return-to-office tailwinds in core tech markets like Seattle, and the trap of chasing door count instead of clear goals. Key Takeaways Control, liquidity, taxes: define your time budget, ladder commitments, and decide when to pay tax versus use a DST Dollar cost averaging works in private deals too: one allocation per year can smooth illiquidity and vintage risk Invest in what you understand: pick operators first, then asset class, and underwrite local supply and rent comps Hedge the cycle with structure: favor fixed-rate debt, bigger reserves, and realistic hold times over rosy exit timing Strategy before scale: set goals for cash flow versus equity growth, then judge opportunities against those goals Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 11 Nov 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Dave Meyer joins Chris Lopez and Jim Pfeifer to unpack the shift from hands-on house hacking in Denver to diversified passive investing. Dave walks through selling select rentals, using a Delaware Statutory Trust for a 1031, and why he caps real estate time at 20 hours a month. He explains dollar cost averaging into syndications for liquidity management, why he still concentrates on multifamily he understands, and how he hedges with fixed-rate debt, cash, and some gold. The crew digs into operator selection, supply awareness, return-to-office tailwinds in core tech markets like Seattle, and the trap of chasing door count instead of clear goals. Key Takeaways Control, liquidity, taxes: define your time budget, ladder commitments, and decide when to pay tax versus use a DST Dollar cost averaging works in private deals too: one allocation per year can smooth illiquidity and vintage risk Invest in what you understand: pick operators first, then asset class, and underwrite local supply and rent comps Hedge the cycle with structure: favor fixed-rate debt, bigger reserves, and realistic hold times over rosy exit timing Strategy before scale: set goals for cash flow versus equity growth, then judge opportunities against those goals Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Dave Meyer joins Chris Lopez and Jim Pfeifer to unpack the shift from hands-on house hacking in Denver to diversified passive investing. Dave walks through selling select rentals, using a Delaware Statutory Trust for a 1031, and why he caps real estate time at 20 hours a month. He explains dollar cost averaging into syndications for liquidity management, why he still concentrates on multifamily he understands, and how he hedges with fixed-rate debt, cash, and some gold. The crew digs into operator selection, supply awareness, return-to-office tailwinds in core tech markets like Seattle, and the trap of chasing door count instead of clear goals.


Key Takeaways


Control, liquidity, taxes: define your time budget, ladder commitments, and decide when to pay tax versus use a DST

Dollar cost averaging works in private deals too: one allocation per year can smooth illiquidity and vintage risk

Invest in what you understand: pick operators first, then asset class, and underwrite local supply and rent comps

Hedge the cycle with structure: favor fixed-rate debt, bigger reserves, and realistic hold times over rosy exit timing

Strategy before scale: set goals for cash flow versus equity growth, then judge opportunities against those goals


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2298 no Pulse Check: Multifamily Momentum, Debt Funds Rising, Q3 Moves The Passive Pockets Pulse Check returns with Chris Lopez, Jim Pfeifer, and Paul Shannon. They break down what they bought and what they skipped, how they are reallocating between equity and debt, and the checks they run before wiring capital. Jim shares two new allocations in healthcare and coffee after negotiating a lower minimum for the community and explains invoking the Shirky rule to avoid doubling up with a new operator too quickly. Paul outlines a simple Indiana cash flow deal, a 22-unit JV turnaround, and an LP win with a partial disposition. Chris walks through a shift toward debt funds, a strong payout month, and a cautionary development story that highlights why transparency, lender diligence, and sponsor communication matter. The trio then uses the PassivePockets Deal Analyzer to spot red flags and assess IRR partitioning before deconstructing a friends and family hotel conversion with fee bloat, phantom equity, and misaligned waterfalls so you know when to pass fast. Key Takeaways Use investing clubs to test new managers or asset classes and always ask about minimums Rebalance deliberately toward a mix of equity and debt while accounting for ordinary income taxes on debt yields outside retirement accounts Multifamily is stabilizing in select markets, but underwrite with longer debt terms, larger reserves, and realistic rent and occupancy assumptions Watch for fee-heavy structures, annual-only distributions, deferred development fees counted as equity, and dual waterfalls that dilute LP returns The Deal Analyzer surfaces out-of-range assumptions and IRR partitioning shows how much return comes from operations versus exit Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 04 Nov 2025 15:50:00 -0000 full 245 PassivePockets, Jim Pfeifer, and Left Field Investors The Passive Pockets Pulse Check returns with Chris Lopez, Jim Pfeifer, and Paul Shannon. They break down what they bought and what they skipped, how they are reallocating between equity and debt, and the checks they run before wiring capital. Jim shares two new allocations in healthcare and coffee after negotiating a lower minimum for the community and explains invoking the Shirky rule to avoid doubling up with a new operator too quickly. Paul outlines a simple Indiana cash flow deal, a 22-unit JV turnaround, and an LP win with a partial disposition. Chris walks through a shift toward debt funds, a strong payout month, and a cautionary development story that highlights why transparency, lender diligence, and sponsor communication matter. The trio then uses the PassivePockets Deal Analyzer to spot red flags and assess IRR partitioning before deconstructing a friends and family hotel conversion with fee bloat, phantom equity, and misaligned waterfalls so you know when to pass fast. Key Takeaways Use investing clubs to test new managers or asset classes and always ask about minimums Rebalance deliberately toward a mix of equity and debt while accounting for ordinary income taxes on debt yields outside retirement accounts Multifamily is stabilizing in select markets, but underwrite with longer debt terms, larger reserves, and realistic rent and occupancy assumptions Watch for fee-heavy structures, annual-only distributions, deferred development fees counted as equity, and dual waterfalls that dilute LP returns The Deal Analyzer surfaces out-of-range assumptions and IRR partitioning shows how much return comes from operations versus exit Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. The Passive Pockets Pulse Check returns with Chris Lopez, Jim Pfeifer, and Paul Shannon. They break down what they bought and what they skipped, how they are reallocating between equity and debt, and the checks they run before wiring capital. Jim shares two new allocations in healthcare and coffee after negotiating a lower minimum for the community and explains invoking the Shirky rule to avoid doubling up with a new operator too quickly. Paul outlines a simple Indiana cash flow deal, a 22-unit JV turnaround, and an LP win with a partial disposition. Chris walks through a shift toward debt funds, a strong payout month, and a cautionary development story that highlights why transparency, lender diligence, and sponsor communication matter. The trio then uses the PassivePockets Deal Analyzer to spot red flags and assess IRR partitioning before deconstructing a friends and family hotel conversion with fee bloat, phantom equity, and misaligned waterfalls so you know when to pass fast.


Key Takeaways


  • Use investing clubs to test new managers or asset classes and always ask about minimums
  • Rebalance deliberately toward a mix of equity and debt while accounting for ordinary income taxes on debt yields outside retirement accounts
  • Multifamily is stabilizing in select markets, but underwrite with longer debt terms, larger reserves, and realistic rent and occupancy assumptions
  • Watch for fee-heavy structures, annual-only distributions, deferred development fees counted as equity, and dual waterfalls that dilute LP returns
  • The Deal Analyzer surfaces out-of-range assumptions and IRR partitioning shows how much return comes from operations versus exit


Disclaimer


The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 3240 no From Pizza Shop to $100M+ Multifamily w/ Gino Barbaro Host Paul Shannon sits down with Gino (of Jake & Gino) to trace the path from family pizza shop to operating ~1,900 units with no outside equity. Gino breaks down why they paused syndications after 2019, how “PPU—profit per unit” drives their buy/hold decisions, and the exact LP diligence framework he wishes he’d had before losing money as a passive. They dig into today’s tighter credit, catching-a-falling-knife rent/occupancy dynamics, and why longer debt runways and operator fit matter more than ever. Key Takeaways: The LP Framework: Jockey (sponsor) → Saddle (alignment of interests) → Horse (deal: buy right, manage right, finance right) Why they exited syndications: control, long-hold strategy, and avoiding the “feed the beast” pressure—investor expectations make investors your de facto bosses Diligence like a pro: visit the asset, run the PPM through AI, then spend an hour with a securities attorney before wiring a dime Operate for durability: target $200–$400 PPU, prefer vertical integration, and secure ≥5-year debt to bridge cycles Match strategy to you: know your relationship with money, stagger commitments (the “conveyor belt”), and choose sponsors aligned with long-term holds if that’s your goal Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 28 Oct 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Host Paul Shannon sits down with Gino (of Jake & Gino) to trace the path from family pizza shop to operating ~1,900 units with no outside equity. Gino breaks down why they paused syndications after 2019, how “PPU—profit per unit” drives their buy/hold decisions, and the exact LP diligence framework he wishes he’d had before losing money as a passive. They dig into today’s tighter credit, catching-a-falling-knife rent/occupancy dynamics, and why longer debt runways and operator fit matter more than ever. Key Takeaways: The LP Framework: Jockey (sponsor) → Saddle (alignment of interests) → Horse (deal: buy right, manage right, finance right) Why they exited syndications: control, long-hold strategy, and avoiding the “feed the beast” pressure—investor expectations make investors your de facto bosses Diligence like a pro: visit the asset, run the PPM through AI, then spend an hour with a securities attorney before wiring a dime Operate for durability: target $200–$400 PPU, prefer vertical integration, and secure ≥5-year debt to bridge cycles Match strategy to you: know your relationship with money, stagger commitments (the “conveyor belt”), and choose sponsors aligned with long-term holds if that’s your goal Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Host Paul Shannon sits down with Gino (of Jake & Gino) to trace the path from family pizza shop to operating ~1,900 units with no outside equity. Gino breaks down why they paused syndications after 2019, how “PPU—profit per unit” drives their buy/hold decisions, and the exact LP diligence framework he wishes he’d had before losing money as a passive. They dig into today’s tighter credit, catching-a-falling-knife rent/occupancy dynamics, and why longer debt runways and operator fit matter more than ever.


Key Takeaways:

The LP Framework: Jockey (sponsor) → Saddle (alignment of interests) → Horse (deal: buy right, manage right, finance right)

Why they exited syndications: control, long-hold strategy, and avoiding the “feed the beast” pressure—investor expectations make investors your de facto bosses

Diligence like a pro: visit the asset, run the PPM through AI, then spend an hour with a securities attorney before wiring a dime

Operate for durability: target $200–$400 PPU, prefer vertical integration, and secure ≥5-year debt to bridge cycles

Match strategy to you: know your relationship with money, stagger commitments (the “conveyor belt”), and choose sponsors aligned with long-term holds if that’s your goal


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2358 no LP Protection 101 with Ryan Duff Paul Shannon sits down with lender-turned-operator Ryan Duff to unpack how lenders really size risk and how LPs can use the same lens. Ryan financed ~$4B+ across cycles before launching Seaport, and he explains why trailing 3–6 month economic occupancy (physical vacancy + concessions + loss-to-lease) tells you more than any glossy OM. Join us to dive into debt yield, DSCR reality vs. pitch decks, the broker-driven “falsified inputs” fiasco and subsequent lender cleanup, and why he prioritizes local, vertically integrated operators with disciplined leverage and cash buffers. Key Takeaways: Underwrite like a lender: focus on economic occupancy (vacancy, concessions, loss-to-lease), not just IRR/EM multiples Expenses are mostly knowable; deals are won/lost on the top-line and honest reporting of rent integrity Debt terms follow the inputs: DSCR, debt yield, and recent trailing performance drive survivability Protect yourself: vet the GP first (local, cycled deals, vertical ops, conservative leverage, transparency) Industry shift: tighter lender verification post-froth (less room for “massaged” rent rolls), more equity skin-in-the-game Bridge debt isn’t evil, operator fit + execution speed must match the capital structure Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 21 Oct 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Paul Shannon sits down with lender-turned-operator Ryan Duff to unpack how lenders really size risk and how LPs can use the same lens. Ryan financed ~$4B+ across cycles before launching Seaport, and he explains why trailing 3–6 month economic occupancy (physical vacancy + concessions + loss-to-lease) tells you more than any glossy OM. Join us to dive into debt yield, DSCR reality vs. pitch decks, the broker-driven “falsified inputs” fiasco and subsequent lender cleanup, and why he prioritizes local, vertically integrated operators with disciplined leverage and cash buffers. Key Takeaways: Underwrite like a lender: focus on economic occupancy (vacancy, concessions, loss-to-lease), not just IRR/EM multiples Expenses are mostly knowable; deals are won/lost on the top-line and honest reporting of rent integrity Debt terms follow the inputs: DSCR, debt yield, and recent trailing performance drive survivability Protect yourself: vet the GP first (local, cycled deals, vertical ops, conservative leverage, transparency) Industry shift: tighter lender verification post-froth (less room for “massaged” rent rolls), more equity skin-in-the-game Bridge debt isn’t evil, operator fit + execution speed must match the capital structure Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Paul Shannon sits down with lender-turned-operator Ryan Duff to unpack how lenders really size risk and how LPs can use the same lens. Ryan financed ~$4B+ across cycles before launching Seaport, and he explains why trailing 3–6 month economic occupancy (physical vacancy + concessions + loss-to-lease) tells you more than any glossy OM. Join us to dive into debt yield, DSCR reality vs. pitch decks, the broker-driven “falsified inputs” fiasco and subsequent lender cleanup, and why he prioritizes local, vertically integrated operators with disciplined leverage and cash buffers.


Key Takeaways:

  • Underwrite like a lender: focus on economic occupancy (vacancy, concessions, loss-to-lease), not just IRR/EM multiples
  • Expenses are mostly knowable; deals are won/lost on the top-line and honest reporting of rent integrity
  • Debt terms follow the inputs: DSCR, debt yield, and recent trailing performance drive survivability
  • Protect yourself: vet the GP first (local, cycled deals, vertical ops, conservative leverage, transparency)
  • Industry shift: tighter lender verification post-froth (less room for “massaged” rent rolls), more equity skin-in-the-game
  • Bridge debt isn’t evil, operator fit + execution speed must match the capital structure


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2183 no LP Safety 101: Mauricio Rauld on SEC Compliance for LPs Host Chris Lopez and Paul Shannon talks with securities attorney Mauricio Rauld about the compliance landmines that trip up syndicators and how LPs can protect themselves. Mauricio shares why he exited his law firm to focus on education and “in-between” guidance (before the PPM), what an SEC lawyer actually does, and the real differences between 506(b) and 506(c). They cover LP recourse (rescission), how to diligence sponsors and structures (co-GPs, capital raisers, funds-of-funds), why “investment clubs” aren’t a loophole, and where regulations may head next (accreditation changes, a possible finder’s rule). Key Takeaways: Compliance isn’t “just a PPM”: most mistakes happen pre-attorney (emails, websites, social posts) 506(b) vs 506(c): advertising and accreditation verification are the two big pivots LP protection: if securities laws are violated, rescission can force capital + interest returned Capital raising rules: no transaction-based comp, substantial duties, and primary role ≠ fundraising Trends to watch: FoF adviser/Investment Company Act issues, “investment club” myths, broader accredited paths and a potential finder rule Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 14 Oct 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Host Chris Lopez and Paul Shannon talks with securities attorney Mauricio Rauld about the compliance landmines that trip up syndicators and how LPs can protect themselves. Mauricio shares why he exited his law firm to focus on education and “in-between” guidance (before the PPM), what an SEC lawyer actually does, and the real differences between 506(b) and 506(c). They cover LP recourse (rescission), how to diligence sponsors and structures (co-GPs, capital raisers, funds-of-funds), why “investment clubs” aren’t a loophole, and where regulations may head next (accreditation changes, a possible finder’s rule). Key Takeaways: Compliance isn’t “just a PPM”: most mistakes happen pre-attorney (emails, websites, social posts) 506(b) vs 506(c): advertising and accreditation verification are the two big pivots LP protection: if securities laws are violated, rescission can force capital + interest returned Capital raising rules: no transaction-based comp, substantial duties, and primary role ≠ fundraising Trends to watch: FoF adviser/Investment Company Act issues, “investment club” myths, broader accredited paths and a potential finder rule Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Host Chris Lopez and Paul Shannon talks with securities attorney Mauricio Rauld about the compliance landmines that trip up syndicators and how LPs can protect themselves. Mauricio shares why he exited his law firm to focus on education and “in-between” guidance (before the PPM), what an SEC lawyer actually does, and the real differences between 506(b) and 506(c). They cover LP recourse (rescission), how to diligence sponsors and structures (co-GPs, capital raisers, funds-of-funds), why “investment clubs” aren’t a loophole, and where regulations may head next (accreditation changes, a possible finder’s rule).


Key Takeaways:

  • Compliance isn’t “just a PPM”: most mistakes happen pre-attorney (emails, websites, social posts)
  • 506(b) vs 506(c): advertising and accreditation verification are the two big pivots
  • LP protection: if securities laws are violated, rescission can force capital + interest returned
  • Capital raising rules: no transaction-based comp, substantial duties, and primary role ≠ fundraising
  • Trends to watch: FoF adviser/Investment Company Act issues, “investment club” myths, broader accredited paths and a potential finder rule


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 3204 no Peter Kim's Recession Setup: Asset Classes To Watch Host Chris Lopez sits down with Peter, an anesthesiologist who became an LP and then a GP, to unpack the career jolt that pushed him into real estate and the systems he built to bring more transparency and advocacy to LPs through Ascent Equity Group. Peter shares his first $5k crowdfunding check (and that unforgettable $47 distribution), lessons from launching in the tough 2021 vintage, and how his team handled rate/insurance shocks, lender work-outs, and communication when things got bumpy. We also dive into why he’s been using preferred equity in today’s market—including a 12.5–13.5% monthly-pay deal that returned capital in ~12 months and where he’s hunting now (hospitality, selective retail, and medical office) with a likely recession window following the Fed’s pivot. Key Takeaways: From OR to LP to GP: how a broken partnership promise sparked a plan for autonomy and passive income Preferred equity in practice: monthly pay, collateralized position, and why it’s a “right now” tool—not forever 2021 lessons: short-term debt + fast-rising rates/insurance = humility, capital infusions, and relentless communication Macro setup: Fed pivot → typical recession lag (~10–11 months) → prepare capital/relationships for distressed opportunities What’s next: multifamily fundamentals (supply pause, sticky demand), selective hospitality/retail, and a special eye on medical office Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 07 Oct 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Host Chris Lopez sits down with Peter, an anesthesiologist who became an LP and then a GP, to unpack the career jolt that pushed him into real estate and the systems he built to bring more transparency and advocacy to LPs through Ascent Equity Group. Peter shares his first $5k crowdfunding check (and that unforgettable $47 distribution), lessons from launching in the tough 2021 vintage, and how his team handled rate/insurance shocks, lender work-outs, and communication when things got bumpy. We also dive into why he’s been using preferred equity in today’s market—including a 12.5–13.5% monthly-pay deal that returned capital in ~12 months and where he’s hunting now (hospitality, selective retail, and medical office) with a likely recession window following the Fed’s pivot. Key Takeaways: From OR to LP to GP: how a broken partnership promise sparked a plan for autonomy and passive income Preferred equity in practice: monthly pay, collateralized position, and why it’s a “right now” tool—not forever 2021 lessons: short-term debt + fast-rising rates/insurance = humility, capital infusions, and relentless communication Macro setup: Fed pivot → typical recession lag (~10–11 months) → prepare capital/relationships for distressed opportunities What’s next: multifamily fundamentals (supply pause, sticky demand), selective hospitality/retail, and a special eye on medical office Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Host Chris Lopez sits down with Peter, an anesthesiologist who became an LP and then a GP, to unpack the career jolt that pushed him into real estate and the systems he built to bring more transparency and advocacy to LPs through Ascent Equity Group. Peter shares his first $5k crowdfunding check (and that unforgettable $47 distribution), lessons from launching in the tough 2021 vintage, and how his team handled rate/insurance shocks, lender work-outs, and communication when things got bumpy. We also dive into why he’s been using preferred equity in today’s market—including a 12.5–13.5% monthly-pay deal that returned capital in ~12 months and where he’s hunting now (hospitality, selective retail, and medical office) with a likely recession window following the Fed’s pivot.


Key Takeaways:

  • From OR to LP to GP: how a broken partnership promise sparked a plan for autonomy and passive income
  • Preferred equity in practice: monthly pay, collateralized position, and why it’s a “right now” tool—not forever
  • 2021 lessons: short-term debt + fast-rising rates/insurance = humility, capital infusions, and relentless communication
  • Macro setup: Fed pivot → typical recession lag (~10–11 months) → prepare capital/relationships for distressed opportunities
  • What’s next: multifamily fundamentals (supply pause, sticky demand), selective hospitality/retail, and a special eye on medical office


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 1959 no Rate Cuts and LP Accountability: Pulse Check Chris Lopez is joined by co-hosts Jim Pfeifer and Paul Shannon for the September PassivePockets Pulse Check, our monthly roundup of what’s moving passive real estate, the shifts we’re making in our own portfolios, and what we expect next. We unpack the Fed’s recent 25 bps cut (what actually changes for fixed vs. floating debt), why many LPs are rotating toward private credit, and the rules-of-thumb we’re using right now for debt funds, multifamily, and development. Paul opens the hood on a heavy value-add 22-unit (50% vacant) targeting an ~11% yield-on-cost in an ~8 cap market, while Jim and Chris break down current debt yields, LTV guardrails, and how to think about liquidity. We also debut the Tool Tip of the Month and have a candid conversation about LP accountability, fraud vs. operator error vs. market risk, and how to use community to get smarter. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 30 Sep 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Chris Lopez is joined by co-hosts Jim Pfeifer and Paul Shannon for the September PassivePockets Pulse Check, our monthly roundup of what’s moving passive real estate, the shifts we’re making in our own portfolios, and what we expect next. We unpack the Fed’s recent 25 bps cut (what actually changes for fixed vs. floating debt), why many LPs are rotating toward private credit, and the rules-of-thumb we’re using right now for debt funds, multifamily, and development. Paul opens the hood on a heavy value-add 22-unit (50% vacant) targeting an ~11% yield-on-cost in an ~8 cap market, while Jim and Chris break down current debt yields, LTV guardrails, and how to think about liquidity. We also debut the Tool Tip of the Month and have a candid conversation about LP accountability, fraud vs. operator error vs. market risk, and how to use community to get smarter. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Chris Lopez is joined by co-hosts Jim Pfeifer and Paul Shannon for the September PassivePockets Pulse Check, our monthly roundup of what’s moving passive real estate, the shifts we’re making in our own portfolios, and what we expect next.


We unpack the Fed’s recent 25 bps cut (what actually changes for fixed vs. floating debt), why many LPs are rotating toward private credit, and the rules-of-thumb we’re using right now for debt funds, multifamily, and development. Paul opens the hood on a heavy value-add 22-unit (50% vacant) targeting an ~11% yield-on-cost in an ~8 cap market, while Jim and Chris break down current debt yields, LTV guardrails, and how to think about liquidity. We also debut the Tool Tip of the Month and have a candid conversation about LP accountability, fraud vs. operator error vs. market risk, and how to use community to get smarter.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2970 no Solo 401(k) Made Simple: Bigger Limits, Fewer Gotchas Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qualifies, how to stack contributions up to $70k/$77.5k/$81,250 (2025 limits) and use the “mega backdoor” to Roth, and why Solo 401(k)s can avoid UBIT on debt-financed syndications when IRAs often can’t. They get tactical on plan design- one bank account with clean source tracking, blending traditional + Roth into a single subscription (and later in-plan conversions), and exactly how to roll over or restate a plan without triggering a termination. John also breaks down spouse/child participation, controlled-group and W-2 pitfalls, and a real UBIT case study that shows how the right plan choice can save five figures in tax. Key Takeaways: Solo 401(k) eligibility: true self-employment income and no rank-and-file W-2s; spouse/partners OK, under-21 and part-time hour rules matter Higher limits + mega backdoor Roth: employee non-deductible → in-plan Roth conversion for bigger tax-free growth UBIT advantage: Solo 401(k)s are generally exempt from UDFI/UBIT on debt-financed real estate (IRAs are not) Simpler operations: one bank account, source tracking in software, and the ability to blend trad + Roth in one deal and convert later Do rollovers right: restate/transfer the plan (don’t “terminate”), mind Form 5500, and watch controlled-group attribution Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 23 Sep 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qualifies, how to stack contributions up to $70k/$77.5k/$81,250 (2025 limits) and use the “mega backdoor” to Roth, and why Solo 401(k)s can avoid UBIT on debt-financed syndications when IRAs often can’t. They get tactical on plan design- one bank account with clean source tracking, blending traditional + Roth into a single subscription (and later in-plan conversions), and exactly how to roll over or restate a plan without triggering a termination. John also breaks down spouse/child participation, controlled-group and W-2 pitfalls, and a real UBIT case study that shows how the right plan choice can save five figures in tax. Key Takeaways: Solo 401(k) eligibility: true self-employment income and no rank-and-file W-2s; spouse/partners OK, under-21 and part-time hour rules matter Higher limits + mega backdoor Roth: employee non-deductible → in-plan Roth conversion for bigger tax-free growth UBIT advantage: Solo 401(k)s are generally exempt from UDFI/UBIT on debt-financed real estate (IRAs are not) Simpler operations: one bank account, source tracking in software, and the ability to blend trad + Roth in one deal and convert later Do rollovers right: restate/transfer the plan (don’t “terminate”), mind Form 5500, and watch controlled-group attribution Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qualifies, how to stack contributions up to $70k/$77.5k/$81,250 (2025 limits) and use the “mega backdoor” to Roth, and why Solo 401(k)s can avoid UBIT on debt-financed syndications when IRAs often can’t. They get tactical on plan design- one bank account with clean source tracking, blending traditional + Roth into a single subscription (and later in-plan conversions), and exactly how to roll over or restate a plan without triggering a termination. John also breaks down spouse/child participation, controlled-group and W-2 pitfalls, and a real UBIT case study that shows how the right plan choice can save five figures in tax.

Key Takeaways:

Solo 401(k) eligibility: true self-employment income and no rank-and-file W-2s; spouse/partners OK, under-21 and part-time hour rules matter

Higher limits + mega backdoor Roth: employee non-deductible → in-plan Roth conversion for bigger tax-free growth

UBIT advantage: Solo 401(k)s are generally exempt from UDFI/UBIT on debt-financed real estate (IRAs are not)

Simpler operations: one bank account, source tracking in software, and the ability to blend trad + Roth in one deal and convert later

Do rollovers right: restate/transfer the plan (don’t “terminate”), mind Form 5500, and watch controlled-group attribution


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2942 no Matt Faircloth: Why He’s Adding Hotels (9% Caps), 11% Prefs & 1031 TICs Host Chris Lopez sits down with Matt Faircloth, author of Raising Private Capital and co-founder of DeRosa Group, to talk hotels, multifamily, and building cash flow today while creating upside for tomorrow. Matt breaks down why he is adding branded hotels to complement multifamily, how a 9 cap can deliver day one cash flow, and what the real risks are. He also shares simple paths for 1031 sellers to go passive without sacrificing tax advantages. You will hear real numbers from his 96 key Houston hotel, how he structures A, B, and C share classes, and where he sees quiet distress and better yields in the Midwest. Key Takeaways: Hotels can provide day one cash flow at higher caps Multifamily still matters but value add must drive returns Simple “lazy 1031” and TIC structures can move active owners passive Use third party hotel management and plan for brand PIPs Watch quiet distress and newer assets trading at 7 caps in overlooked markets Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 16 Sep 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Host Chris Lopez sits down with Matt Faircloth, author of Raising Private Capital and co-founder of DeRosa Group, to talk hotels, multifamily, and building cash flow today while creating upside for tomorrow. Matt breaks down why he is adding branded hotels to complement multifamily, how a 9 cap can deliver day one cash flow, and what the real risks are. He also shares simple paths for 1031 sellers to go passive without sacrificing tax advantages. You will hear real numbers from his 96 key Houston hotel, how he structures A, B, and C share classes, and where he sees quiet distress and better yields in the Midwest. Key Takeaways: Hotels can provide day one cash flow at higher caps Multifamily still matters but value add must drive returns Simple “lazy 1031” and TIC structures can move active owners passive Use third party hotel management and plan for brand PIPs Watch quiet distress and newer assets trading at 7 caps in overlooked markets Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Host Chris Lopez sits down with Matt Faircloth, author of Raising Private Capital and co-founder of DeRosa Group, to talk hotels, multifamily, and building cash flow today while creating upside for tomorrow.


Matt breaks down why he is adding branded hotels to complement multifamily, how a 9 cap can deliver day one cash flow, and what the real risks are. He also shares simple paths for 1031 sellers to go passive without sacrificing tax advantages.


You will hear real numbers from his 96 key Houston hotel, how he structures A, B, and C share classes, and where he sees quiet distress and better yields in the Midwest.


Key Takeaways:

Hotels can provide day one cash flow at higher caps

Multifamily still matters but value add must drive returns

Simple “lazy 1031” and TIC structures can move active owners passive

Use third party hotel management and plan for brand PIPs

Watch quiet distress and newer assets trading at 7 caps in overlooked markets


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2444 no Dan Handford: Debt Funds, Reg A Access, and Lessons from 80+ LP Deals From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of mind. Key Takeaways: LP lens: transparency, steady updates, and tackling problems head on Allocation: prioritize consistency over stretch returns, diversify across operators and asset types Where he is leaning: private debt funds with liquidity and a coming Reg A option for smaller checks Risk lessons: floating rate vs fixed rate, large reserves, when a capital call protects value Outlook: bid ask spread, lender pressure, and a likely uptick in distress over the next year Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 09 Sep 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of mind. Key Takeaways: LP lens: transparency, steady updates, and tackling problems head on Allocation: prioritize consistency over stretch returns, diversify across operators and asset types Where he is leaning: private debt funds with liquidity and a coming Reg A option for smaller checks Risk lessons: floating rate vs fixed rate, large reserves, when a capital call protects value Outlook: bid ask spread, lender pressure, and a likely uptick in distress over the next year Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of mind.


Key Takeaways:

LP lens: transparency, steady updates, and tackling problems head on

Allocation: prioritize consistency over stretch returns, diversify across operators and asset types

Where he is leaning: private debt funds with liquidity and a coming Reg A option for smaller checks

Risk lessons: floating rate vs fixed rate, large reserves, when a capital call protects value

Outlook: bid ask spread, lender pressure, and a likely uptick in distress over the next year


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2926 no Investors Are Pivoting: Industrial’s Edge Over Multifamily with Joel Friedland Industrial syndicator Joel Friedland joins Paul Shannon to share 40 years of Chicago lessons and why he now buys with little to no debt. They break down a debt-light playbook, how that changes capital raises and returns, and the investor profile that prefers sleep-at-night income. Joel also details his off-market system, what makes a “perfect” small-bay building, and how he creates liquidity and plans succession. Key Takeaways: Debt-light strategy: target 0 to 30 percent LTV, current portfolio around 18 percent Buy box: Chicago small-bay under 40k sf, 7 to 8 percent entry yield, triple-net, strong geometry, docks, power Return drivers: cash coupon that grows with rent, long holds, depreciation and recapture awareness Sourcing and liquidity: door-to-door outreach, mini fund closes fast then syndicate, investor exits via assignments, 754 step-up, Rule 144 after 12 months Sponsor vetting: ask for a written succession plan and review loan docs, covenants, and recourse Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 02 Sep 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Industrial syndicator Joel Friedland joins Paul Shannon to share 40 years of Chicago lessons and why he now buys with little to no debt. They break down a debt-light playbook, how that changes capital raises and returns, and the investor profile that prefers sleep-at-night income. Joel also details his off-market system, what makes a “perfect” small-bay building, and how he creates liquidity and plans succession. Key Takeaways: Debt-light strategy: target 0 to 30 percent LTV, current portfolio around 18 percent Buy box: Chicago small-bay under 40k sf, 7 to 8 percent entry yield, triple-net, strong geometry, docks, power Return drivers: cash coupon that grows with rent, long holds, depreciation and recapture awareness Sourcing and liquidity: door-to-door outreach, mini fund closes fast then syndicate, investor exits via assignments, 754 step-up, Rule 144 after 12 months Sponsor vetting: ask for a written succession plan and review loan docs, covenants, and recourse Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Industrial syndicator Joel Friedland joins Paul Shannon to share 40 years of Chicago lessons and why he now buys with little to no debt. They break down a debt-light playbook, how that changes capital raises and returns, and the investor profile that prefers sleep-at-night income. Joel also details his off-market system, what makes a “perfect” small-bay building, and how he creates liquidity and plans succession.


Key Takeaways:

Debt-light strategy: target 0 to 30 percent LTV, current portfolio around 18 percent

Buy box: Chicago small-bay under 40k sf, 7 to 8 percent entry yield, triple-net, strong geometry, docks, power

Return drivers: cash coupon that grows with rent, long holds, depreciation and recapture awareness

Sourcing and liquidity: door-to-door outreach, mini fund closes fast then syndicate, investor exits via assignments, 754 step-up, Rule 144 after 12 months

Sponsor vetting: ask for a written succession plan and review loan docs, covenants, and recourse


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


]]> 2695 no Tokenized Real Estate for LPs: Liquidity, Lower Minimums & One K-1 Can blockchain make private real estate more accessible? Paul Shannon speaks with Larry Kalis and Tyler Vinson about tokenization for LPs. They cover TRIFs from American Digital Realty, how RE Tokens enables secondary trading after a one year lockup, and what changes for custody, liquidity, and tax reporting. If you know syndications but are new to tokenized assets, this is a simple, practical breakdown. Key Takeaways: What tokenization means for LPs, a digital wrapper of your fund or deal interest on a blockchain Access and diversification with lower minimums and one consolidated K1 Liquidity path using Rule 144 and a secondary marketplace after 12 months Operations and security, KYC and AML, custodied tokens, fiat or USDC distributions, burn and reissue if lost Structure and risks, ADR’s fund of funds TRIFs on Stellar vs single asset tokens, tech partner and valuation cadence Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 26 Aug 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Can blockchain make private real estate more accessible? Paul Shannon speaks with Larry Kalis and Tyler Vinson about tokenization for LPs. They cover TRIFs from American Digital Realty, how RE Tokens enables secondary trading after a one year lockup, and what changes for custody, liquidity, and tax reporting. If you know syndications but are new to tokenized assets, this is a simple, practical breakdown. Key Takeaways: What tokenization means for LPs, a digital wrapper of your fund or deal interest on a blockchain Access and diversification with lower minimums and one consolidated K1 Liquidity path using Rule 144 and a secondary marketplace after 12 months Operations and security, KYC and AML, custodied tokens, fiat or USDC distributions, burn and reissue if lost Structure and risks, ADR’s fund of funds TRIFs on Stellar vs single asset tokens, tech partner and valuation cadence Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Can blockchain make private real estate more accessible? Paul Shannon speaks with Larry Kalis and Tyler Vinson about tokenization for LPs. They cover TRIFs from American Digital Realty, how RE Tokens enables secondary trading after a one year lockup, and what changes for custody, liquidity, and tax reporting. If you know syndications but are new to tokenized assets, this is a simple, practical breakdown.


Key Takeaways:

What tokenization means for LPs, a digital wrapper of your fund or deal interest on a blockchain

Access and diversification with lower minimums and one consolidated K1

Liquidity path using Rule 144 and a secondary marketplace after 12 months

Operations and security, KYC and AML, custodied tokens, fiat or USDC distributions, burn and reissue if lost

Structure and risks, ADR’s fund of funds TRIFs on Stellar vs single asset tokens, tech partner and valuation cadence


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 3291 no Pulse Check: 2025 Updates, Latest Trends & Real Talk on Bad Deals How do serious LPs sharpen due diligence, avoid shiny objects, and stay liquid enough to pounce? In this PassivePockets Pulse Check kickoff, Jim Pfeifer and Paul Shannon welcome new co-host Chris Lopez to go behind the scenes on community-powered due diligence, share their written investing theses, and walk through real deals they’ve funded, across equity and debt, plus the wins, misses, and lessons that are guiding allocations right now. You’ll hear why sponsors and deals must be vetted on separate tracks, how to post in the forums to actually get useful feedback (do the work first), and what a one-page annual plan looks like when timing is uncertain. Paul breaks down his barbell strategy, favoring newer assets with day-one cash flow, fixed-rate debt, and positive leverage, while Chris lays out “Don’t bet against America,” lots of small checks for diversification, and building both an equity ladder and a debt ladder to solve liquidity timing. We also cover why Class A, Build-to-Rent, and select development fit today’s supply picture, plus portfolio updates: debt funds, self-storage development, A-class multifamily, BTR in Ohio, Colorado development, and a distressed multifamily buy in Omaha. Finally, we unpack hard lessons from deals gone wrong- GP infighting, alleged commingling/investigations, and a multi-layer ATM Ponzi - and the practical guardrails we’re using now (limit per sponsor, avoid overly broad operators and multi-layer structures, and lean on the community). We close with a sentiment check: more LOIs, hard earnest money returning, and early buyout interest on BTR - why we’re cautiously optimistic (call it a yellow light) and still keeping cash optionality. Key Takeaways: How to use the community for real due diligence (and the posting format that gets responses) The separation between sponsor vetting and deal analysis and why both matter A simple one-page annual investing plan for capital, asset classes, and operator targets Paul’s “all-weather” barbell: newer assets, day-one cash flow, fixed-rate/positive leverage Chris’s “Don’t bet against America,” many small checks, and building equity + debt ladders Why Class A, Build-to-Rent, and select development can shine as new supply falls off Recent allocations: debt funds, self-storage development, A-class MF, BTR Ohio, CO development, distressed MF Omaha Pain points & lessons: GP disputes, alleged commingling/FBI actions, and a multi-layer ATM Ponzi Risk controls that help: limit exposure per sponsor, start with small first checks, consider fund diversification Market pulse: more LOIs, hard money back on the table, early PE interest, why it’s still a yellow light for now Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 19 Aug 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors How do serious LPs sharpen due diligence, avoid shiny objects, and stay liquid enough to pounce? In this PassivePockets Pulse Check kickoff, Jim Pfeifer and Paul Shannon welcome new co-host Chris Lopez to go behind the scenes on community-powered due diligence, share their written investing theses, and walk through real deals they’ve funded, across equity and debt, plus the wins, misses, and lessons that are guiding allocations right now. You’ll hear why sponsors and deals must be vetted on separate tracks, how to post in the forums to actually get useful feedback (do the work first), and what a one-page annual plan looks like when timing is uncertain. Paul breaks down his barbell strategy, favoring newer assets with day-one cash flow, fixed-rate debt, and positive leverage, while Chris lays out “Don’t bet against America,” lots of small checks for diversification, and building both an equity ladder and a debt ladder to solve liquidity timing. We also cover why Class A, Build-to-Rent, and select development fit today’s supply picture, plus portfolio updates: debt funds, self-storage development, A-class multifamily, BTR in Ohio, Colorado development, and a distressed multifamily buy in Omaha. Finally, we unpack hard lessons from deals gone wrong- GP infighting, alleged commingling/investigations, and a multi-layer ATM Ponzi - and the practical guardrails we’re using now (limit per sponsor, avoid overly broad operators and multi-layer structures, and lean on the community). We close with a sentiment check: more LOIs, hard earnest money returning, and early buyout interest on BTR - why we’re cautiously optimistic (call it a yellow light) and still keeping cash optionality. Key Takeaways: How to use the community for real due diligence (and the posting format that gets responses) The separation between sponsor vetting and deal analysis and why both matter A simple one-page annual investing plan for capital, asset classes, and operator targets Paul’s “all-weather” barbell: newer assets, day-one cash flow, fixed-rate/positive leverage Chris’s “Don’t bet against America,” many small checks, and building equity + debt ladders Why Class A, Build-to-Rent, and select development can shine as new supply falls off Recent allocations: debt funds, self-storage development, A-class MF, BTR Ohio, CO development, distressed MF Omaha Pain points & lessons: GP disputes, alleged commingling/FBI actions, and a multi-layer ATM Ponzi Risk controls that help: limit exposure per sponsor, start with small first checks, consider fund diversification Market pulse: more LOIs, hard money back on the table, early PE interest, why it’s still a yellow light for now Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. How do serious LPs sharpen due diligence, avoid shiny objects, and stay liquid enough to pounce? In this PassivePockets Pulse Check kickoff, Jim Pfeifer and Paul Shannon welcome new co-host Chris Lopez to go behind the scenes on community-powered due diligence, share their written investing theses, and walk through real deals they’ve funded, across equity and debt, plus the wins, misses, and lessons that are guiding allocations right now.


You’ll hear why sponsors and deals must be vetted on separate tracks, how to post in the forums to actually get useful feedback (do the work first), and what a one-page annual plan looks like when timing is uncertain. Paul breaks down his barbell strategy, favoring newer assets with day-one cash flow, fixed-rate debt, and positive leverage, while Chris lays out “Don’t bet against America,” lots of small checks for diversification, and building both an equity ladder and a debt ladder to solve liquidity timing. We also cover why Class A, Build-to-Rent, and select development fit today’s supply picture, plus portfolio updates: debt funds, self-storage development, A-class multifamily, BTR in Ohio, Colorado development, and a distressed multifamily buy in Omaha.


Finally, we unpack hard lessons from deals gone wrong- GP infighting, alleged commingling/investigations, and a multi-layer ATM Ponzi - and the practical guardrails we’re using now (limit per sponsor, avoid overly broad operators and multi-layer structures, and lean on the community). We close with a sentiment check: more LOIs, hard earnest money returning, and early buyout interest on BTR - why we’re cautiously optimistic (call it a yellow light) and still keeping cash optionality.


Key Takeaways:

How to use the community for real due diligence (and the posting format that gets responses)

The separation between sponsor vetting and deal analysis and why both matter

A simple one-page annual investing plan for capital, asset classes, and operator targets

Paul’s “all-weather” barbell: newer assets, day-one cash flow, fixed-rate/positive leverage

Chris’s “Don’t bet against America,” many small checks, and building equity + debt ladders

Why Class A, Build-to-Rent, and select development can shine as new supply falls off

Recent allocations: debt funds, self-storage development, A-class MF, BTR Ohio, CO development, distressed MF Omaha

Pain points & lessons: GP disputes, alleged commingling/FBI actions, and a multi-layer ATM Ponzi

Risk controls that help: limit exposure per sponsor, start with small first checks, consider fund diversification

Market pulse: more LOIs, hard money back on the table, early PE interest, why it’s still a yellow light for now

Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2997 no Bob Fraser: This Is Where Billionaires Will Invest in the Next Market Cycle What do billionaires know about investing that the average person doesn’t? In this episode, Paul Shannon sits down with economist, fund manager, and author Bob Fraser, author of Invest Like a Billionaire, to unpack the strategies, asset allocations, and decision-making frameworks of the ultra-wealthy. Bob explains why billionaires aren’t chasing “hot” trends, they’re looking for asymmetric risk-reward opportunities and sectors that offer long-term compounding. He shares how they think about diversification (and why it’s not about owning a little of everything), why certain private investments are favored over public markets, and how billionaires position themselves to capitalize on economic shifts before they happen. You’ll hear how Bob applies these principles in real estate, why he’s watching specific macroeconomic signals right now, and the filters investors can use to evaluate opportunities like the ultra-rich — even without a billionaire’s balance sheet. Key Takeaways: The mindset differences between billionaires and everyday investors Why the ultra-wealthy prioritize asymmetric risk-reward setups How billionaires view diversification vs. “diworsification” The role of private investments and niche sectors in their portfolios Economic indicators billionaires watch to stay ahead of market cycles How to apply billionaire-style investing principles at any scale Bob Fraser’s current outlook on real estate opportunities Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 12 Aug 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors What do billionaires know about investing that the average person doesn’t? In this episode, Paul Shannon sits down with economist, fund manager, and author Bob Fraser, author of Invest Like a Billionaire, to unpack the strategies, asset allocations, and decision-making frameworks of the ultra-wealthy. Bob explains why billionaires aren’t chasing “hot” trends, they’re looking for asymmetric risk-reward opportunities and sectors that offer long-term compounding. He shares how they think about diversification (and why it’s not about owning a little of everything), why certain private investments are favored over public markets, and how billionaires position themselves to capitalize on economic shifts before they happen. You’ll hear how Bob applies these principles in real estate, why he’s watching specific macroeconomic signals right now, and the filters investors can use to evaluate opportunities like the ultra-rich — even without a billionaire’s balance sheet. Key Takeaways: The mindset differences between billionaires and everyday investors Why the ultra-wealthy prioritize asymmetric risk-reward setups How billionaires view diversification vs. “diworsification” The role of private investments and niche sectors in their portfolios Economic indicators billionaires watch to stay ahead of market cycles How to apply billionaire-style investing principles at any scale Bob Fraser’s current outlook on real estate opportunities Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. What do billionaires know about investing that the average person doesn’t? In this episode, Paul Shannon sits down with economist, fund manager, and author Bob Fraser, author of Invest Like a Billionaire, to unpack the strategies, asset allocations, and decision-making frameworks of the ultra-wealthy.


Bob explains why billionaires aren’t chasing “hot” trends, they’re looking for asymmetric risk-reward opportunities and sectors that offer long-term compounding. He shares how they think about diversification (and why it’s not about owning a little of everything), why certain private investments are favored over public markets, and how billionaires position themselves to capitalize on economic shifts before they happen.


You’ll hear how Bob applies these principles in real estate, why he’s watching specific macroeconomic signals right now, and the filters investors can use to evaluate opportunities like the ultra-rich — even without a billionaire’s balance sheet.


Key Takeaways:

  • The mindset differences between billionaires and everyday investors
  • Why the ultra-wealthy prioritize asymmetric risk-reward setups
  • How billionaires view diversification vs. “diworsification”
  • The role of private investments and niche sectors in their portfolios
  • Economic indicators billionaires watch to stay ahead of market cycles
  • How to apply billionaire-style investing principles at any scale
  • Bob Fraser’s current outlook on real estate opportunities


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2067 no Low Equity Splits, IO Loans, and Risky Returns | Dig In or Delete We’re back with another episode of Dig In or Delete, where Jim Pfeifer and Paul Shannon react to real investment pitches from their inbox and decide whether each one is worth a deeper look or should be deleted on the spot. This week’s lineup includes a six-property self-storage deal in Arkansas, a triple-net Starbucks opportunity with a 4.5% cap, and a cash-out refinance pitch for a 68-unit apartment building. Jim and Paul break down the good, the bad, and the questionable, offering LP investors a candid look at how seasoned pros filter their deal flow. You’ll hear how they evaluate everything from leverage and cap rate to operator communication and downside protection and why most pitches get deleted without a second thought. Key Takeaways: How experienced LPs quickly filter incoming investment pitches Red flags in deal presentations, underwriting, and language Why triple-net deals aren’t always “passive” or low risk What makes storage look appealing—and what might be missing How debt structure and cash-out refinances affect risk profile Why sponsor transparency is often more important than returns What to ask before replying to a deal that lands in your inbox How to build your own “delete” filter to save time and protect capital Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 05 Aug 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors We’re back with another episode of Dig In or Delete, where Jim Pfeifer and Paul Shannon react to real investment pitches from their inbox and decide whether each one is worth a deeper look or should be deleted on the spot. This week’s lineup includes a six-property self-storage deal in Arkansas, a triple-net Starbucks opportunity with a 4.5% cap, and a cash-out refinance pitch for a 68-unit apartment building. Jim and Paul break down the good, the bad, and the questionable, offering LP investors a candid look at how seasoned pros filter their deal flow. You’ll hear how they evaluate everything from leverage and cap rate to operator communication and downside protection and why most pitches get deleted without a second thought. Key Takeaways: How experienced LPs quickly filter incoming investment pitches Red flags in deal presentations, underwriting, and language Why triple-net deals aren’t always “passive” or low risk What makes storage look appealing—and what might be missing How debt structure and cash-out refinances affect risk profile Why sponsor transparency is often more important than returns What to ask before replying to a deal that lands in your inbox How to build your own “delete” filter to save time and protect capital Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. We’re back with another episode of Dig In or Delete, where Jim Pfeifer and Paul Shannon react to real investment pitches from their inbox and decide whether each one is worth a deeper look or should be deleted on the spot.


This week’s lineup includes a six-property self-storage deal in Arkansas, a triple-net Starbucks opportunity with a 4.5% cap, and a cash-out refinance pitch for a 68-unit apartment building. Jim and Paul break down the good, the bad, and the questionable, offering LP investors a candid look at how seasoned pros filter their deal flow.


You’ll hear how they evaluate everything from leverage and cap rate to operator communication and downside protection and why most pitches get deleted without a second thought.


Key Takeaways:

How experienced LPs quickly filter incoming investment pitches

Red flags in deal presentations, underwriting, and language

Why triple-net deals aren’t always “passive” or low risk

What makes storage look appealing—and what might be missing

How debt structure and cash-out refinances affect risk profile

Why sponsor transparency is often more important than returns

What to ask before replying to a deal that lands in your inbox

How to build your own “delete” filter to save time and protect capital


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


]]> 2106 no Deal Review: Andy Weiner from Rockstep Capital & the Retail Rebound How should LPs evaluate retail real estate deals, especially when the strategy involves stabilized shopping centers and low leverage? In this episode, Paul Shannon is joined by Andy Weiner of RockStep Capital to walk through a real-life deal and answer questions from a panel of passive investors including expert LPs Pascal Wagner and Adam Cranmer. Andy lays out his firm’s “hometown market” strategy, targeting power centers and neighborhood retail with national tenants in overlooked metros. He breaks down the underwriting, loan structure, and business plan behind a recently acquired asset and why retail investors should pay close attention to tenant quality, lease structures, and local relationships. Our LP panel gets details on deal terms, downside protection, and risk-adjusted return, offering a front-row seat to the kind of conversation you should be having before wiring your funds. Key Takeaways: How RockStep finds and underwrites stabilized shopping centers Why the team favors open-air retail over enclosed malls What lease terms and tenant types reduce risk How “hometown markets” create pricing advantages The role of low leverage and longer-term debt in today’s market When retail outperforms industrial and multifamily How to evaluate sponsor experience and alignment What passive investors should ask before funding a retail deal Disclaimer: The comments, views, opinions and any forecasts of future events, returns or results expressed in this episode reflect the opinions of the given host or participants (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the information discussed in this podcast, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other audio and/or visual aids cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals in this episode; however, such paid advertisements shall not be construed as an endorsement, testimonial, or recommendation by PassivePockets to invest in any sponsor, investment strategy or investment opportunity. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest. Tue, 29 Jul 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors How should LPs evaluate retail real estate deals, especially when the strategy involves stabilized shopping centers and low leverage? In this episode, Paul Shannon is joined by Andy Weiner of RockStep Capital to walk through a real-life deal and answer questions from a panel of passive investors including expert LPs Pascal Wagner and Adam Cranmer. Andy lays out his firm’s “hometown market” strategy, targeting power centers and neighborhood retail with national tenants in overlooked metros. He breaks down the underwriting, loan structure, and business plan behind a recently acquired asset and why retail investors should pay close attention to tenant quality, lease structures, and local relationships. Our LP panel gets details on deal terms, downside protection, and risk-adjusted return, offering a front-row seat to the kind of conversation you should be having before wiring your funds. Key Takeaways: How RockStep finds and underwrites stabilized shopping centers Why the team favors open-air retail over enclosed malls What lease terms and tenant types reduce risk How “hometown markets” create pricing advantages The role of low leverage and longer-term debt in today’s market When retail outperforms industrial and multifamily How to evaluate sponsor experience and alignment What passive investors should ask before funding a retail deal Disclaimer: The comments, views, opinions and any forecasts of future events, returns or results expressed in this episode reflect the opinions of the given host or participants (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the information discussed in this podcast, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other audio and/or visual aids cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals in this episode; however, such paid advertisements shall not be construed as an endorsement, testimonial, or recommendation by PassivePockets to invest in any sponsor, investment strategy or investment opportunity. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest. How should LPs evaluate retail real estate deals, especially when the strategy involves stabilized shopping centers and low leverage? In this episode, Paul Shannon is joined by Andy Weiner of RockStep Capital to walk through a real-life deal and answer questions from a panel of passive investors including expert LPs Pascal Wagner and Adam Cranmer.


Andy lays out his firm’s “hometown market” strategy, targeting power centers and neighborhood retail with national tenants in overlooked metros. He breaks down the underwriting, loan structure, and business plan behind a recently acquired asset and why retail investors should pay close attention to tenant quality, lease structures, and local relationships.


Our LP panel gets details on deal terms, downside protection, and risk-adjusted return, offering a front-row seat to the kind of conversation you should be having before wiring your funds.


Key Takeaways:

  • How RockStep finds and underwrites stabilized shopping centers
  • Why the team favors open-air retail over enclosed malls
  • What lease terms and tenant types reduce risk
  • How “hometown markets” create pricing advantages
  • The role of low leverage and longer-term debt in today’s market
  • When retail outperforms industrial and multifamily
  • How to evaluate sponsor experience and alignment
  • What passive investors should ask before funding a retail deal


Disclaimer:

The comments, views, opinions and any forecasts of future events, returns or results expressed in this episode reflect the opinions of the given host or participants (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the information discussed in this podcast, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other audio and/or visual aids cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals in this episode; however, such paid advertisements shall not be construed as an endorsement, testimonial, or recommendation by PassivePockets to invest in any sponsor, investment strategy or investment opportunity. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest.

]]> 4031 no Scott Trench on FIRE, Flow, and Why He Prefers Real Estate Over Stocks and Syndications What’s better: FIRE or “flow”? Owning rentals or investing in syndications? Jim Pfeifer and Scott Trench (former CEO of BiggerPockets) go head-to-head in a friendly but fiery debate about cash flow, control, diversification, and what financial freedom really looks like. Scott explains why, even as a FIRE advocate, he can’t bring himself to follow the traditional 4% withdrawal rule—and why most retirees don’t either. He shares the logic behind his personal portfolio strategy, which includes mostly unlevered Denver real estate, plus a small allocation to syndications and debt funds. Jim brings a counterpoint: for investors who aren’t handy or don’t want to actively manage properties, passive syndications can offer better risk-adjusted returns and geographic diversification. Together, they explore how goals, personality, and life stage shape the right mix between active and passive investing. If you’ve ever struggled to decide between owning properties or being a limited partner, this episode is for you. Key Takeaways: Why most FIRE adherents don’t actually draw down their portfolios The psychological and practical barriers to decumulation What makes real estate cash flow feel “spendable” vs. stock dividends Why Scott prefers unlevered rentals in Denver When syndications make sense—even for hands-on investors The power of credit/debt funds (especially inside an IRA) The risks of concentration vs. the benefits of control How your skills, lifestyle, and market shape your investing strategy Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 22 Jul 2025 17:07:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors What’s better: FIRE or “flow”? Owning rentals or investing in syndications? Jim Pfeifer and Scott Trench (former CEO of BiggerPockets) go head-to-head in a friendly but fiery debate about cash flow, control, diversification, and what financial freedom really looks like. Scott explains why, even as a FIRE advocate, he can’t bring himself to follow the traditional 4% withdrawal rule—and why most retirees don’t either. He shares the logic behind his personal portfolio strategy, which includes mostly unlevered Denver real estate, plus a small allocation to syndications and debt funds. Jim brings a counterpoint: for investors who aren’t handy or don’t want to actively manage properties, passive syndications can offer better risk-adjusted returns and geographic diversification. Together, they explore how goals, personality, and life stage shape the right mix between active and passive investing. If you’ve ever struggled to decide between owning properties or being a limited partner, this episode is for you. Key Takeaways: Why most FIRE adherents don’t actually draw down their portfolios The psychological and practical barriers to decumulation What makes real estate cash flow feel “spendable” vs. stock dividends Why Scott prefers unlevered rentals in Denver When syndications make sense—even for hands-on investors The power of credit/debt funds (especially inside an IRA) The risks of concentration vs. the benefits of control How your skills, lifestyle, and market shape your investing strategy Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. What’s better: FIRE or “flow”? Owning rentals or investing in syndications? Jim Pfeifer and Scott Trench (former CEO of BiggerPockets) go head-to-head in a friendly but fiery debate about cash flow, control, diversification, and what financial freedom really looks like.

Scott explains why, even as a FIRE advocate, he can’t bring himself to follow the traditional 4% withdrawal rule—and why most retirees don’t either. He shares the logic behind his personal portfolio strategy, which includes mostly unlevered Denver real estate, plus a small allocation to syndications and debt funds.

Jim brings a counterpoint: for investors who aren’t handy or don’t want to actively manage properties, passive syndications can offer better risk-adjusted returns and geographic diversification. Together, they explore how goals, personality, and life stage shape the right mix between active and passive investing.

If you’ve ever struggled to decide between owning properties or being a limited partner, this episode is for you.


Key Takeaways:

Why most FIRE adherents don’t actually draw down their portfolios

The psychological and practical barriers to decumulation

What makes real estate cash flow feel “spendable” vs. stock dividends

Why Scott prefers unlevered rentals in Denver

When syndications make sense—even for hands-on investors

The power of credit/debt funds (especially inside an IRA)

The risks of concentration vs. the benefits of control

How your skills, lifestyle, and market shape your investing strategy


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


]]> 3092 no Brian Burke’s Bold Shift: From Multifamily to Assisted Living Investing What happens when a well-known multifamily operator shifts focus to a completely different asset class? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor and Praxis Capital founder Brian Burke to explore his pivot into assisted living, memory care, and skilled nursing facilities. Brian shares why he's stepped away from multifamily, for now, and what signals led him to target the senior housing sector. He explains why this niche is coming out of a bottom, how it differs from traditional real estate, and what makes triple-net lease investments in this space both stable and lucrative. The discussion covers risk, underwriting operators, HUD financing, and exit strategies, offering passive investors a crash course in how to assess and potentially capitalize on a misunderstood asset class. Key Takeaways: Why Brian Burke is “done with multifamily for now” What made assisted living a timely pivot How triple-net lease structures reduce landlord risk The importance of operator selection and lease coverage How HUD financing boosts returns and mitigates risk Exit strategies ranging from lease buybacks to portfolio sales Where this strategy fits on the broader risk spectrum What passive investors should ask before investing in senior housing Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 15 Jul 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors What happens when a well-known multifamily operator shifts focus to a completely different asset class? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor and Praxis Capital founder Brian Burke to explore his pivot into assisted living, memory care, and skilled nursing facilities. Brian shares why he's stepped away from multifamily, for now, and what signals led him to target the senior housing sector. He explains why this niche is coming out of a bottom, how it differs from traditional real estate, and what makes triple-net lease investments in this space both stable and lucrative. The discussion covers risk, underwriting operators, HUD financing, and exit strategies, offering passive investors a crash course in how to assess and potentially capitalize on a misunderstood asset class. Key Takeaways: Why Brian Burke is “done with multifamily for now” What made assisted living a timely pivot How triple-net lease structures reduce landlord risk The importance of operator selection and lease coverage How HUD financing boosts returns and mitigates risk Exit strategies ranging from lease buybacks to portfolio sales Where this strategy fits on the broader risk spectrum What passive investors should ask before investing in senior housing Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. What happens when a well-known multifamily operator shifts focus to a completely different asset class? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor and Praxis Capital founder Brian Burke to explore his pivot into assisted living, memory care, and skilled nursing facilities.


Brian shares why he's stepped away from multifamily, for now, and what signals led him to target the senior housing sector. He explains why this niche is coming out of a bottom, how it differs from traditional real estate, and what makes triple-net lease investments in this space both stable and lucrative.


The discussion covers risk, underwriting operators, HUD financing, and exit strategies, offering passive investors a crash course in how to assess and potentially capitalize on a misunderstood asset class.


Key Takeaways:

Why Brian Burke is “done with multifamily for now”

What made assisted living a timely pivot

How triple-net lease structures reduce landlord risk

The importance of operator selection and lease coverage

How HUD financing boosts returns and mitigates risk

Exit strategies ranging from lease buybacks to portfolio sales

Where this strategy fits on the broader risk spectrum

What passive investors should ask before investing in senior housing


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2613 no The Capital Stack Is Cracking: Eric Sussman on What LPs Need to Know What do experienced real estate investors do when deals don’t pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior. Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how inflation data, rate policy, and lending trends are impacting both sponsors and investors and why understanding the real risk lies beyond cap rates and projected IRRs. The hosts and Eric discuss debt mismatches, how institutional players are positioning, and why trust and underwriting discipline matter more than ever. Plus, Eric shares his candid take on why some deals should fail and why that’s ultimately healthy for the market. Key Takeaways How to interpret mixed signals in the real estate and macroeconomic data Why sponsors are struggling to refinance and recapitalize The impact of capital stack misalignment on passive investors Why some LPs aren’t getting paid—even when the deal is “performing” What Eric looks for in a sponsor beyond the deck How institutional players are preparing for distress Why a wave of failed deals could actually benefit long-term investors Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 08 Jul 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors What do experienced real estate investors do when deals don’t pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior. Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how inflation data, rate policy, and lending trends are impacting both sponsors and investors and why understanding the real risk lies beyond cap rates and projected IRRs. The hosts and Eric discuss debt mismatches, how institutional players are positioning, and why trust and underwriting discipline matter more than ever. Plus, Eric shares his candid take on why some deals should fail and why that’s ultimately healthy for the market. Key Takeaways How to interpret mixed signals in the real estate and macroeconomic data Why sponsors are struggling to refinance and recapitalize The impact of capital stack misalignment on passive investors Why some LPs aren’t getting paid—even when the deal is “performing” What Eric looks for in a sponsor beyond the deck How institutional players are preparing for distress Why a wave of failed deals could actually benefit long-term investors Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. What do experienced real estate investors do when deals don’t pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior.


Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how inflation data, rate policy, and lending trends are impacting both sponsors and investors and why understanding the real risk lies beyond cap rates and projected IRRs. The hosts and Eric discuss debt mismatches, how institutional players are positioning, and why trust and underwriting discipline matter more than ever.


Plus, Eric shares his candid take on why some deals should fail and why that’s ultimately healthy for the market.


Key Takeaways

How to interpret mixed signals in the real estate and macroeconomic data

Why sponsors are struggling to refinance and recapitalize

The impact of capital stack misalignment on passive investors

Why some LPs aren’t getting paid—even when the deal is “performing”

What Eric looks for in a sponsor beyond the deck

How institutional players are preparing for distress

Why a wave of failed deals could actually benefit long-term investors


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2440 no Active vs. Passive Real Estate: Chris Lopez’s Strategy in 2025 Join the Active to Passive Cohort (Starts July 28): https://get.biggerpockets.com/active-to-passive-investing/ Passive Pockets members save $100! Find your promo code here: https://passivepockets.com/forums-listing/discussion/5-week-cohort-starts-7-28-active-to-passive-portfolio-transformation-cohort/ Contact Chris Lopez: chrislopez@biggerpockets.com Is your real estate portfolio truly aligned with your goals or is it just what you've accumulated over time? Chris Lopez, investor, educator, and founder of the Active to Passive cohort, joins Passive Pockets to share why he pivoted away from being a hands-on landlord and how he's helping others rethink their equity, their time, and their strategy. In this episode, you’ll learn how to evaluate return on equity versus return on investment, what it means to “optimize” your portfolio in today’s market, and when selling, refinancing, or simply holding might be the smartest move. Chris also shares his step-by-step framework for running an annual diagnostic on your portfolio and how to use that analysis to decide if a shift toward passive investing makes sense. Plus, stick around as Chris breaks down the five pillars of passive investing diversification and offers a sneak peek into his upcoming July cohort for experienced landlords exploring a hands-off path forward. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Why Chris sold off half his Denver portfolio despite great returns The difference between return on investment and return on equity How to run an annual “portfolio diagnostic” to evaluate performance When a 1031 exchange might not be the most efficient move How to diversify across operators, strategies, markets, and capital stack The mental shift required to give up control—but gain peace of mind What Chris’s Active to Passive cohort includes, and who it’s for Tue, 01 Jul 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Join the Active to Passive Cohort (Starts July 28): https://get.biggerpockets.com/active-to-passive-investing/ Passive Pockets members save $100! Find your promo code here: https://passivepockets.com/forums-listing/discussion/5-week-cohort-starts-7-28-active-to-passive-portfolio-transformation-cohort/ Contact Chris Lopez: chrislopez@biggerpockets.com Is your real estate portfolio truly aligned with your goals or is it just what you've accumulated over time? Chris Lopez, investor, educator, and founder of the Active to Passive cohort, joins Passive Pockets to share why he pivoted away from being a hands-on landlord and how he's helping others rethink their equity, their time, and their strategy. In this episode, you’ll learn how to evaluate return on equity versus return on investment, what it means to “optimize” your portfolio in today’s market, and when selling, refinancing, or simply holding might be the smartest move. Chris also shares his step-by-step framework for running an annual diagnostic on your portfolio and how to use that analysis to decide if a shift toward passive investing makes sense. Plus, stick around as Chris breaks down the five pillars of passive investing diversification and offers a sneak peek into his upcoming July cohort for experienced landlords exploring a hands-off path forward. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Why Chris sold off half his Denver portfolio despite great returns The difference between return on investment and return on equity How to run an annual “portfolio diagnostic” to evaluate performance When a 1031 exchange might not be the most efficient move How to diversify across operators, strategies, markets, and capital stack The mental shift required to give up control—but gain peace of mind What Chris’s Active to Passive cohort includes, and who it’s for Join the Active to Passive Cohort (Starts July 28):

https://get.biggerpockets.com/active-to-passive-investing/


Passive Pockets members save $100!

Find your promo code here:

https://passivepockets.com/forums-listing/discussion/5-week-cohort-starts-7-28-active-to-passive-portfolio-transformation-cohort/


Contact Chris Lopez:

chrislopez@biggerpockets.com


Is your real estate portfolio truly aligned with your goals or is it just what you've accumulated over time? Chris Lopez, investor, educator, and founder of the Active to Passive cohort, joins Passive Pockets to share why he pivoted away from being a hands-on landlord and how he's helping others rethink their equity, their time, and their strategy.


In this episode, you’ll learn how to evaluate return on equity versus return on investment, what it means to “optimize” your portfolio in today’s market, and when selling, refinancing, or simply holding might be the smartest move. Chris also shares his step-by-step framework for running an annual diagnostic on your portfolio and how to use that analysis to decide if a shift toward passive investing makes sense.


Plus, stick around as Chris breaks down the five pillars of passive investing diversification and offers a sneak peek into his upcoming July cohort for experienced landlords exploring a hands-off path forward.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Why Chris sold off half his Denver portfolio despite great returns

The difference between return on investment and return on equity

How to run an annual “portfolio diagnostic” to evaluate performance

When a 1031 exchange might not be the most efficient move

How to diversify across operators, strategies, markets, and capital stack

The mental shift required to give up control—but gain peace of mind

What Chris’s Active to Passive cohort includes, and who it’s for

]]> 2496 no Dig In or Delete | Are Sponsors Overpromising Again? Real estate deal flow is back but is it better? With inboxes full of syndications boasting high returns and “rare” opportunities, passive investors are under more pressure than ever to separate substance from spin. In this episode of Dig In or Delete, Jim Pfeifer and Paul Shannon return to scrutinize real deals sent straight to their inboxes, highlighting red flags, potential gems, and everything in between. From a 9-unit Seattle multifamily deal with fuzzy cap rate math to a BJ’s Brewhouse ground lease next to a dying mall, Jim and Paul weigh in on market dynamics, underwriting red flags, and sponsor credibility. You’ll hear honest, in-the-moment reactions to deals in Dallas, San Antonio, Louisiana, and more, including a ground-up development next to a new minor league baseball stadium. No hypotheticals. No softballs. Just seasoned investors making real-time calls on actual opportunities. Plus, stick around as Jim and Paul reveal which marketing tactics instantly make them hit “delete” and which details get them to take a second look. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Takeaways: Why cap rate discrepancies can be a dealbreaker The risk of “one-restaurant” triple net leases When development next to a baseball stadium might make sense How aggressive return projections can backfire in a pitch The red flags that come with blind pool funds and asset class hopping Why local insight trumps national data in real estate investing What to ask when a sponsor promises high returns on a stabilized deal Tue, 24 Jun 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Real estate deal flow is back but is it better? With inboxes full of syndications boasting high returns and “rare” opportunities, passive investors are under more pressure than ever to separate substance from spin. In this episode of Dig In or Delete, Jim Pfeifer and Paul Shannon return to scrutinize real deals sent straight to their inboxes, highlighting red flags, potential gems, and everything in between. From a 9-unit Seattle multifamily deal with fuzzy cap rate math to a BJ’s Brewhouse ground lease next to a dying mall, Jim and Paul weigh in on market dynamics, underwriting red flags, and sponsor credibility. You’ll hear honest, in-the-moment reactions to deals in Dallas, San Antonio, Louisiana, and more, including a ground-up development next to a new minor league baseball stadium. No hypotheticals. No softballs. Just seasoned investors making real-time calls on actual opportunities. Plus, stick around as Jim and Paul reveal which marketing tactics instantly make them hit “delete” and which details get them to take a second look. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Takeaways: Why cap rate discrepancies can be a dealbreaker The risk of “one-restaurant” triple net leases When development next to a baseball stadium might make sense How aggressive return projections can backfire in a pitch The red flags that come with blind pool funds and asset class hopping Why local insight trumps national data in real estate investing What to ask when a sponsor promises high returns on a stabilized deal Real estate deal flow is back but is it better? With inboxes full of syndications boasting high returns and “rare” opportunities, passive investors are under more pressure than ever to separate substance from spin. In this episode of Dig In or Delete, Jim Pfeifer and Paul Shannon return to scrutinize real deals sent straight to their inboxes, highlighting red flags, potential gems, and everything in between.


From a 9-unit Seattle multifamily deal with fuzzy cap rate math to a BJ’s Brewhouse ground lease next to a dying mall, Jim and Paul weigh in on market dynamics, underwriting red flags, and sponsor credibility. You’ll hear honest, in-the-moment reactions to deals in Dallas, San Antonio, Louisiana, and more, including a ground-up development next to a new minor league baseball stadium. No hypotheticals. No softballs. Just seasoned investors making real-time calls on actual opportunities.


Plus, stick around as Jim and Paul reveal which marketing tactics instantly make them hit “delete” and which details get them to take a second look.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Takeaways:

Why cap rate discrepancies can be a dealbreaker

The risk of “one-restaurant” triple net leases

When development next to a baseball stadium might make sense

How aggressive return projections can backfire in a pitch

The red flags that come with blind pool funds and asset class hopping

Why local insight trumps national data in real estate investing

What to ask when a sponsor promises high returns on a stabilized deal


]]> 2548 no Mobile Home Parks 2025: Value, Risk, and the End of Easy Returns Investing in mobile home parks can rebuild your real estate empire efficiently after economic setbacks. How do you navigate this sector to ensure sustainable growth and returns? Kevin Bupp, a seasoned investor with a wealth of experience in various real estate asset classes, shares his journey and insights into this unique investment space. In this episode, you’ll learn the intricacies of mobile home park investments, from understanding market dynamics to overcoming infrastructure challenges. The conversation dives into the evolution of this sector, highlighting both increased lending opportunities and rising competition. Thinking of affordable housing as a solution for your real estate portfolio? You won't want to miss Kevin's strategic approach. Plus, stick around as Kevin spills secrets on creative ways to enhance value in mobile home parks and teases insights into the often-overlooked world of parking lot investments. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Kevin's transition from single-family homes to mobile home parks post-2008 The impact of lending and market competition on mobile home park investments Infrastructure challenges and how to navigate them effectively The role of property management in optimizing park operations Exploring the parallel between mobile home parks and parking lots as viable investment sectors Understanding dynamic pricing and technology enhancements in parking management Kevin's insights on dealing with private utilities and community management Tue, 17 Jun 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Investing in mobile home parks can rebuild your real estate empire efficiently after economic setbacks. How do you navigate this sector to ensure sustainable growth and returns? Kevin Bupp, a seasoned investor with a wealth of experience in various real estate asset classes, shares his journey and insights into this unique investment space. In this episode, you’ll learn the intricacies of mobile home park investments, from understanding market dynamics to overcoming infrastructure challenges. The conversation dives into the evolution of this sector, highlighting both increased lending opportunities and rising competition. Thinking of affordable housing as a solution for your real estate portfolio? You won't want to miss Kevin's strategic approach. Plus, stick around as Kevin spills secrets on creative ways to enhance value in mobile home parks and teases insights into the often-overlooked world of parking lot investments. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Kevin's transition from single-family homes to mobile home parks post-2008 The impact of lending and market competition on mobile home park investments Infrastructure challenges and how to navigate them effectively The role of property management in optimizing park operations Exploring the parallel between mobile home parks and parking lots as viable investment sectors Understanding dynamic pricing and technology enhancements in parking management Kevin's insights on dealing with private utilities and community management Investing in mobile home parks can rebuild your real estate empire efficiently after economic setbacks. How do you navigate this sector to ensure sustainable growth and returns? Kevin Bupp, a seasoned investor with a wealth of experience in various real estate asset classes, shares his journey and insights into this unique investment space.


In this episode, you’ll learn the intricacies of mobile home park investments, from understanding market dynamics to overcoming infrastructure challenges. The conversation dives into the evolution of this sector, highlighting both increased lending opportunities and rising competition. Thinking of affordable housing as a solution for your real estate portfolio? You won't want to miss Kevin's strategic approach.


Plus, stick around as Kevin spills secrets on creative ways to enhance value in mobile home parks and teases insights into the often-overlooked world of parking lot investments.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


  • Kevin's transition from single-family homes to mobile home parks post-2008
  • The impact of lending and market competition on mobile home park investments
  • Infrastructure challenges and how to navigate them effectively
  • The role of property management in optimizing park operations
  • Exploring the parallel between mobile home parks and parking lots as viable investment sectors
  • Understanding dynamic pricing and technology enhancements in parking management
  • Kevin's insights on dealing with private utilities and community management
]]> 2552 no Turn Taxes into Wealth: Roth Conversion Strategies for Investors What if you could pay taxes on a smaller amount while investing in the same deals—and then watch your money grow tax-free for decades? In this episode, we explore a little-known strategy that allows investors to convert traditional retirement accounts to Roth at a discount, even when those funds are tied up in illiquid syndications. Today, we’re joined by John Bowens, a self-directed retirement expert from Equity Trust, to walk us through the “discount conversion” strategy and other advanced tax planning tools for passive investors. John explains how real estate syndications, solo 401(k)s, and Roth conversions can work together to help you minimize taxes, create tax-free income, and even build legacy wealth for future generations. If you’re holding pre-tax retirement funds, investing in private real estate, or just tired of giving up a chunk of your gains to the IRS, this episode breaks down the tax code strategies that smart LPs are using to protect and grow their wealth. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover The basics of Roth conversions and how they apply to self-directed IRAs and solo 401(k)s The “discount conversion” strategy and how investors are saving thousands in taxes How to convert illiquid syndication investments without selling Key differences between traditional IRAs, solo 401(k)s, and checkbook-controlled accounts When Roth conversions make sense and how to model out your tax impact And So Much More! Tue, 10 Jun 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors What if you could pay taxes on a smaller amount while investing in the same deals—and then watch your money grow tax-free for decades? In this episode, we explore a little-known strategy that allows investors to convert traditional retirement accounts to Roth at a discount, even when those funds are tied up in illiquid syndications. Today, we’re joined by John Bowens, a self-directed retirement expert from Equity Trust, to walk us through the “discount conversion” strategy and other advanced tax planning tools for passive investors. John explains how real estate syndications, solo 401(k)s, and Roth conversions can work together to help you minimize taxes, create tax-free income, and even build legacy wealth for future generations. If you’re holding pre-tax retirement funds, investing in private real estate, or just tired of giving up a chunk of your gains to the IRS, this episode breaks down the tax code strategies that smart LPs are using to protect and grow their wealth. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover The basics of Roth conversions and how they apply to self-directed IRAs and solo 401(k)s The “discount conversion” strategy and how investors are saving thousands in taxes How to convert illiquid syndication investments without selling Key differences between traditional IRAs, solo 401(k)s, and checkbook-controlled accounts When Roth conversions make sense and how to model out your tax impact And So Much More! What if you could pay taxes on a smaller amount while investing in the same deals—and then watch your money grow tax-free for decades? In this episode, we explore a little-known strategy that allows investors to convert traditional retirement accounts to Roth at a discount, even when those funds are tied up in illiquid syndications.


Today, we’re joined by John Bowens, a self-directed retirement expert from Equity Trust, to walk us through the “discount conversion” strategy and other advanced tax planning tools for passive investors. John explains how real estate syndications, solo 401(k)s, and Roth conversions can work together to help you minimize taxes, create tax-free income, and even build legacy wealth for future generations.


If you’re holding pre-tax retirement funds, investing in private real estate, or just tired of giving up a chunk of your gains to the IRS, this episode breaks down the tax code strategies that smart LPs are using to protect and grow their wealth.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

The basics of Roth conversions and how they apply to self-directed IRAs and solo 401(k)s

The “discount conversion” strategy and how investors are saving thousands in taxes

How to convert illiquid syndication investments without selling

Key differences between traditional IRAs, solo 401(k)s, and checkbook-controlled accounts

When Roth conversions make sense and how to model out your tax impact

And So Much More!

]]> 2316 no How LPs Are Using AI to Analyze Risk and Spot Weak Deals AI integration in real estate investing allows savvy investors to make faster, smarter decisions and avoid costly mistakes. So, how can you leverage AI tools to evaluate deals and optimize your investment strategy? Leyla Kunimoto, a finance expert and limited partner, joins us to share her insights on using AI for real estate due diligence. In this episode, you’ll learn how real estate investors can employ AI to analyze deal pro formas, identify risks, and pinpoint key follow-up questions for sponsors. With informative and professional discussions, you'll discover how AI can streamline your investment processes and offer a tactical edge in deal evaluation. Curious about how AI can enhance your investment strategy? Tune in to find out. Plus, we delve into the nuances of pro forma analysis and the potential for AI to uncover historical deal mistakes, offering invaluable insights to refine your investing skills. Topics Covered The role of AI in evaluating real estate deals Benefits of integrating AI tools like Notebook LM into your workflow Overcoming skepticism and embracing AI for investment analysis How AI highlights key risk factors and informs strategic decision-making Using AI for operator and fund evaluations Example scenarios where AI uncovered unexpected deal insights Tips for crafting effective prompts to maximize AI usefulness Tue, 03 Jun 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors AI integration in real estate investing allows savvy investors to make faster, smarter decisions and avoid costly mistakes. So, how can you leverage AI tools to evaluate deals and optimize your investment strategy? Leyla Kunimoto, a finance expert and limited partner, joins us to share her insights on using AI for real estate due diligence. In this episode, you’ll learn how real estate investors can employ AI to analyze deal pro formas, identify risks, and pinpoint key follow-up questions for sponsors. With informative and professional discussions, you'll discover how AI can streamline your investment processes and offer a tactical edge in deal evaluation. Curious about how AI can enhance your investment strategy? Tune in to find out. Plus, we delve into the nuances of pro forma analysis and the potential for AI to uncover historical deal mistakes, offering invaluable insights to refine your investing skills. Topics Covered The role of AI in evaluating real estate deals Benefits of integrating AI tools like Notebook LM into your workflow Overcoming skepticism and embracing AI for investment analysis How AI highlights key risk factors and informs strategic decision-making Using AI for operator and fund evaluations Example scenarios where AI uncovered unexpected deal insights Tips for crafting effective prompts to maximize AI usefulness AI integration in real estate investing allows savvy investors to make faster, smarter decisions and avoid costly mistakes. So, how can you leverage AI tools to evaluate deals and optimize your investment strategy? Leyla Kunimoto, a finance expert and limited partner, joins us to share her insights on using AI for real estate due diligence.


In this episode, you’ll learn how real estate investors can employ AI to analyze deal pro formas, identify risks, and pinpoint key follow-up questions for sponsors. With informative and professional discussions, you'll discover how AI can streamline your investment processes and offer a tactical edge in deal evaluation. Curious about how AI can enhance your investment strategy? Tune in to find out.


Plus, we delve into the nuances of pro forma analysis and the potential for AI to uncover historical deal mistakes, offering invaluable insights to refine your investing skills.


Topics Covered

The role of AI in evaluating real estate deals

Benefits of integrating AI tools like Notebook LM into your workflow

Overcoming skepticism and embracing AI for investment analysis

How AI highlights key risk factors and informs strategic decision-making

Using AI for operator and fund evaluations

Example scenarios where AI uncovered unexpected deal insights

Tips for crafting effective prompts to maximize AI usefulness

]]> 2408 no The New Cycle Is Coming: Why Multifamily Is Poised to Rebound by 2027 After a wave of failed real estate syndications and several years of declining commercial real estate prices, passive investors are understandably hesitant to deploy their capital. But despite mixed LP sentiment and economic uncertainty, today’s guest believes there’s reason for optimism and that multifamily real estate is poised to rebound. Our conversation provides a data-driven perspective from one of the industry’s most informed voices, Andrew Cushman—a seasoned multifamily investor and operator with a portfolio approaching 3,000 units. We explore the macroeconomic forces reshaping the market, from stabilizing interest rates to supply slowdowns and a structural housing shortage that may fuel rental demand and rent growth for years to come. Andrew also shares how he and his team are adapting their strategy for today’s unique challenges—tariffs, fluctuating supply, and recession fears. We even unpack the operator dynamics behind syndication failures and identify clear red flags to avoid when choosing where to invest your capital. Whether you’re a new investor or an experienced limited partner, join us as we discuss the state of multifamily in 2025 and the opportunities that may define the next cycle. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover The impact of tariffs and low housing supply on multifamily real estate How passive investors can protect their capital from bad syndication deals Why rental demand and rent growth are set to rise in the years ahead Best practices when analyzing a syndication deal (and common mistakes to avoid) How Andrew is adapting his investing strategy for today’s challenges Why LPs can’t afford to approach commercial real estate like the stock market And So Much More! Link from the Show Andrew’s LinkedIn Tue, 27 May 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors After a wave of failed real estate syndications and several years of declining commercial real estate prices, passive investors are understandably hesitant to deploy their capital. But despite mixed LP sentiment and economic uncertainty, today’s guest believes there’s reason for optimism and that multifamily real estate is poised to rebound. Our conversation provides a data-driven perspective from one of the industry’s most informed voices, Andrew Cushman—a seasoned multifamily investor and operator with a portfolio approaching 3,000 units. We explore the macroeconomic forces reshaping the market, from stabilizing interest rates to supply slowdowns and a structural housing shortage that may fuel rental demand and rent growth for years to come. Andrew also shares how he and his team are adapting their strategy for today’s unique challenges—tariffs, fluctuating supply, and recession fears. We even unpack the operator dynamics behind syndication failures and identify clear red flags to avoid when choosing where to invest your capital. Whether you’re a new investor or an experienced limited partner, join us as we discuss the state of multifamily in 2025 and the opportunities that may define the next cycle. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover The impact of tariffs and low housing supply on multifamily real estate How passive investors can protect their capital from bad syndication deals Why rental demand and rent growth are set to rise in the years ahead Best practices when analyzing a syndication deal (and common mistakes to avoid) How Andrew is adapting his investing strategy for today’s challenges Why LPs can’t afford to approach commercial real estate like the stock market And So Much More! Link from the Show Andrew’s LinkedIn After a wave of failed real estate syndications and several years of declining commercial real estate prices, passive investors are understandably hesitant to deploy their capital. But despite mixed LP sentiment and economic uncertainty, today’s guest believes there’s reason for optimism and that multifamily real estate is poised to rebound.


Our conversation provides a data-driven perspective from one of the industry’s most informed voices, Andrew Cushman—a seasoned multifamily investor and operator with a portfolio approaching 3,000 units. We explore the macroeconomic forces reshaping the market, from stabilizing interest rates to supply slowdowns and a structural housing shortage that may fuel rental demand and rent growth for years to come.


Andrew also shares how he and his team are adapting their strategy for today’s unique challenges—tariffs, fluctuating supply, and recession fears. We even unpack the operator dynamics behind syndication failures and identify clear red flags to avoid when choosing where to invest your capital. Whether you’re a new investor or an experienced limited partner, join us as we discuss the state of multifamily in 2025 and the opportunities that may define the next cycle.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

The impact of tariffs and low housing supply on multifamily real estate

How passive investors can protect their capital from bad syndication deals

Why rental demand and rent growth are set to rise in the years ahead

Best practices when analyzing a syndication deal (and common mistakes to avoid)

How Andrew is adapting his investing strategy for today’s challenges

Why LPs can’t afford to approach commercial real estate like the stock market

And So Much More!


Link from the Show

Andrew’s LinkedIn

]]> 2362 no Triple Net Investing 101: How to Generate Steady Returns in Uncertain Times What recourse do limited partners have when their fund is being mismanaged? Do triple net leases (NNN) offer safety in an uncertain economy? In this episode, we’re delving into a recent LP-led succession that underscores the latent power of passive investors and a low-risk investing strategy that delivers steady returns in volatile markets. Today, we’re joined by Zane Schartz, president of Freedom CRE and a specialist in single-tenant, triple net investing. After a coalition of LPs called upon Zane to stabilize their private equity fund, he spent months navigating an uncooperative handoff and enduring personal attacks. In this episode, he reflects on invaluable lessons learned from the “hardest year” of his life and shares how he’s now helping people build wealth through passive real estate investing. With institutional-grade tenants, long-term leases, and minimal operational requirements, NNN investments offer a rare blend of stability and simplicity. If you’re an LP looking to understand your rights or explore recession-resistant strategies like NNN real estate, today’s show delivers real-world insight from the front lines of a fund turnaround and its auspicious aftermath. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Zane’s journey from LP to taking over a mismanaged private equity fund The passive investor’s course of action when dealing with risky operators Low-risk investments LPs can turn to in an uncertain economy How to build wealth with the triple net lease (NNN) investing strategy Two levers investors can pull to make NNN deals work despite high interest rates And So Much More! Link Mentioned from the Show Zane’s LinkedIn Tue, 20 May 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors What recourse do limited partners have when their fund is being mismanaged? Do triple net leases (NNN) offer safety in an uncertain economy? In this episode, we’re delving into a recent LP-led succession that underscores the latent power of passive investors and a low-risk investing strategy that delivers steady returns in volatile markets. Today, we’re joined by Zane Schartz, president of Freedom CRE and a specialist in single-tenant, triple net investing. After a coalition of LPs called upon Zane to stabilize their private equity fund, he spent months navigating an uncooperative handoff and enduring personal attacks. In this episode, he reflects on invaluable lessons learned from the “hardest year” of his life and shares how he’s now helping people build wealth through passive real estate investing. With institutional-grade tenants, long-term leases, and minimal operational requirements, NNN investments offer a rare blend of stability and simplicity. If you’re an LP looking to understand your rights or explore recession-resistant strategies like NNN real estate, today’s show delivers real-world insight from the front lines of a fund turnaround and its auspicious aftermath. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Zane’s journey from LP to taking over a mismanaged private equity fund The passive investor’s course of action when dealing with risky operators Low-risk investments LPs can turn to in an uncertain economy How to build wealth with the triple net lease (NNN) investing strategy Two levers investors can pull to make NNN deals work despite high interest rates And So Much More! Link Mentioned from the Show Zane’s LinkedIn What recourse do limited partners have when their fund is being mismanaged? Do triple net leases (NNN) offer safety in an uncertain economy? In this episode, we’re delving into a recent LP-led succession that underscores the latent power of passive investors and a low-risk investing strategy that delivers steady returns in volatile markets.


Today, we’re joined by Zane Schartz, president of Freedom CRE and a specialist in single-tenant, triple net investing. After a coalition of LPs called upon Zane to stabilize their private equity fund, he spent months navigating an uncooperative handoff and enduring personal attacks. In this episode, he reflects on invaluable lessons learned from the “hardest year” of his life and shares how he’s now helping people build wealth through passive real estate investing.


With institutional-grade tenants, long-term leases, and minimal operational requirements, NNN investments offer a rare blend of stability and simplicity. If you’re an LP looking to understand your rights or explore recession-resistant strategies like NNN real estate, today’s show delivers real-world insight from the front lines of a fund turnaround and its auspicious aftermath.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

Zane’s journey from LP to taking over a mismanaged private equity fund

The passive investor’s course of action when dealing with risky operators

Low-risk investments LPs can turn to in an uncertain economy

How to build wealth with the triple net lease (NNN) investing strategy

Two levers investors can pull to make NNN deals work despite high interest rates

And So Much More!


Link Mentioned from the Show

Zane’s LinkedIn

]]> 2106 no Markets More Volatile Than Ever: Pascal Wagner’s LP Investing Guide for 2025 Are you eager to deploy capital but wary of making the wrong decision in this uncertain economic climate? Passive investing could help you capture the long-term gains of real estate—without the operational burdens of active management. Today’s guest provides low-risk, time-tested strategies for any stage of your investing journey. In this episode, we interview Pascal Wagner—seasoned limited partner and host of The Passive Income Playbook Podcast. With a cash-flowing rental portfolio that spans multiple major markets and a professional background in venture capital, Pascal is experienced in both the active and passive sides of real estate investing. He unveils his preferred entry-level approach amid macro headwinds—an option that gives you a diversified investment, relative liquidity, and immediate returns. Pascal also shares how to conduct rigorous due diligence on real estate syndications and avoid one of the most frequent—and financially damaging—mistakes new investors make. Whether you’re looking to make your money work harder or replace your income, Pascal delivers actionable insights for both aspiring and advanced investors. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Pascal’s journey from active to passive real estate investing Why replacing your income is the one skill every LP should learn The number one mistake investors make before analyzing deals Diversifying across asset types, markets, and within individual investments Why new investors should start with debt funds rather than equity deals And So Much More! Links from the Show The Passive Investing Starter Kit Pascal’s LinkedIn Tue, 13 May 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Are you eager to deploy capital but wary of making the wrong decision in this uncertain economic climate? Passive investing could help you capture the long-term gains of real estate—without the operational burdens of active management. Today’s guest provides low-risk, time-tested strategies for any stage of your investing journey. In this episode, we interview Pascal Wagner—seasoned limited partner and host of The Passive Income Playbook Podcast. With a cash-flowing rental portfolio that spans multiple major markets and a professional background in venture capital, Pascal is experienced in both the active and passive sides of real estate investing. He unveils his preferred entry-level approach amid macro headwinds—an option that gives you a diversified investment, relative liquidity, and immediate returns. Pascal also shares how to conduct rigorous due diligence on real estate syndications and avoid one of the most frequent—and financially damaging—mistakes new investors make. Whether you’re looking to make your money work harder or replace your income, Pascal delivers actionable insights for both aspiring and advanced investors. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Pascal’s journey from active to passive real estate investing Why replacing your income is the one skill every LP should learn The number one mistake investors make before analyzing deals Diversifying across asset types, markets, and within individual investments Why new investors should start with debt funds rather than equity deals And So Much More! Links from the Show The Passive Investing Starter Kit Pascal’s LinkedIn Are you eager to deploy capital but wary of making the wrong decision in this uncertain economic climate? Passive investing could help you capture the long-term gains of real estate—without the operational burdens of active management. Today’s guest provides low-risk, time-tested strategies for any stage of your investing journey.


In this episode, we interview Pascal Wagner—seasoned limited partner and host of The Passive Income Playbook Podcast. With a cash-flowing rental portfolio that spans multiple major markets and a professional background in venture capital, Pascal is experienced in both the active and passive sides of real estate investing. He unveils his preferred entry-level approach amid macro headwinds—an option that gives you a diversified investment, relative liquidity, and immediate returns.


Pascal also shares how to conduct rigorous due diligence on real estate syndications and avoid one of the most frequent—and financially damaging—mistakes new investors make. Whether you’re looking to make your money work harder or replace your income, Pascal delivers actionable insights for both aspiring and advanced investors.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

Pascal’s journey from active to passive real estate investing

Why replacing your income is the one skill every LP should learn

The number one mistake investors make before analyzing deals

Diversifying across asset types, markets, and within individual investments

Why new investors should start with debt funds rather than equity deals

And So Much More!


Links from the Show

The Passive Investing Starter Kit

Pascal’s LinkedIn

]]> 2107 no How to Create a Passive Income “Engine” That Gives You Financial Freedom Conventional financial advice keeps you tethered to Wall Street, locking up all your cash in retirement accounts and home equity. But what if there’s a smarter way for passive investors to build wealth? In this episode, we explore the strategies financial institutions adopt but don’t advertise—like using high cash value, whole life insurance to unlock capital and create real passive income. Today, Russ Morgan and Joey Muré from Wealth Without Wall Street share how they’ve used over 30 whole life insurance policies to fund businesses, insure operators, and generate long-term wealth. They pull back the curtain on the infinite banking concept (IBC), a strategy for turning insurance into your own personal banking system, and demonstrate how your policy's cash value can outperform traditional investments. This approach isn’t about chasing death benefits—it’s about building an income engine that continues to grow even while you borrow against it. Russ and Joey will show you how to create your passive income operating system, choose the right policy, and break free from conventional thinking to achieve true financial freedom. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Russ and Joey’s journey from working nine-to-five to financial freedom Why cash flow, not accumulation, is the key to building long-term wealth The infinite banking concept (IBC) explained (and its pros and cons) Using high cash value, whole life insurance as a personal banking system How to choose the right life insurance company and set up your policy And So Much More! Link from the Show Register for Russ & Joey’s Webinar on May 14th Email Jim: ⁠jimpfeifer@biggerpockets.com⁠  Tue, 06 May 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Conventional financial advice keeps you tethered to Wall Street, locking up all your cash in retirement accounts and home equity. But what if there’s a smarter way for passive investors to build wealth? In this episode, we explore the strategies financial institutions adopt but don’t advertise—like using high cash value, whole life insurance to unlock capital and create real passive income. Today, Russ Morgan and Joey Muré from Wealth Without Wall Street share how they’ve used over 30 whole life insurance policies to fund businesses, insure operators, and generate long-term wealth. They pull back the curtain on the infinite banking concept (IBC), a strategy for turning insurance into your own personal banking system, and demonstrate how your policy's cash value can outperform traditional investments. This approach isn’t about chasing death benefits—it’s about building an income engine that continues to grow even while you borrow against it. Russ and Joey will show you how to create your passive income operating system, choose the right policy, and break free from conventional thinking to achieve true financial freedom. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Russ and Joey’s journey from working nine-to-five to financial freedom Why cash flow, not accumulation, is the key to building long-term wealth The infinite banking concept (IBC) explained (and its pros and cons) Using high cash value, whole life insurance as a personal banking system How to choose the right life insurance company and set up your policy And So Much More! Link from the Show Register for Russ & Joey’s Webinar on May 14th Email Jim: ⁠jimpfeifer@biggerpockets.com⁠  Conventional financial advice keeps you tethered to Wall Street, locking up all your cash in retirement accounts and home equity. But what if there’s a smarter way for passive investors to build wealth? In this episode, we explore the strategies financial institutions adopt but don’t advertise—like using high cash value, whole life insurance to unlock capital and create real passive income.


Today, Russ Morgan and Joey Muré from Wealth Without Wall Street share how they’ve used over 30 whole life insurance policies to fund businesses, insure operators, and generate long-term wealth. They pull back the curtain on the infinite banking concept (IBC), a strategy for turning insurance into your own personal banking system, and demonstrate how your policy's cash value can outperform traditional investments.


This approach isn’t about chasing death benefits—it’s about building an income engine that continues to grow even while you borrow against it. Russ and Joey will show you how to create your passive income operating system, choose the right policy, and break free from conventional thinking to achieve true financial freedom.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

Russ and Joey’s journey from working nine-to-five to financial freedom

Why cash flow, not accumulation, is the key to building long-term wealth

The infinite banking concept (IBC) explained (and its pros and cons)

Using high cash value, whole life insurance as a personal banking system

How to choose the right life insurance company and set up your policy

And So Much More!


Link from the Show

Register for Russ & Joey’s Webinar on May 14th

Email Jim: ⁠jimpfeifer@biggerpockets.com⁠ 

]]> 2825 no Delete or Dig In: Would We Invest in Any of These Deals? Would you invest in any of these six syndication deals? In today’s episode, we’re trying something new, a “Delete or Dig In” segment, where we pull real deals from our inboxes and break them down on the show. We’ll review their returns, minimum investments, value-add strategies, and timelines—then choose to either “dig in” or “delete” and move on to the next opportunity. We’ve been sent a stream of syndication and fund deals, so we’re reviewing a spectrum of investments in today’s show—from apartment complexes to mobile home parks, shopping centers, self-storage facilities, and even marinas. Several of these deals piqued our interest, but red flags threw us off on others. Would you dig into any of the deals we deleted? Did we overlook any opportunities you think could deliver strong returns? Want us to review more deals in the future? Let us know by sending an email to Jim at jimpfeifer@biggerpockets.com.  Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Red flags from big return promises and when to call a deal’s bluff  The one thing you should think twice about before you invest in a mobile home park syndication  Is a shopping center with anchored tenants a solid sign even during a recession? Why you shouldn't overlook a sponsor’s suspiciously short holding time  Is it worth investing in new asset classes, or should you stick to what you know? And So Much More! Link Mentioned in the Show ⁠Join the PassivePockets Forums Email Jim: jimpfeifer@biggerpockets.com  Tue, 29 Apr 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Would you invest in any of these six syndication deals? In today’s episode, we’re trying something new, a “Delete or Dig In” segment, where we pull real deals from our inboxes and break them down on the show. We’ll review their returns, minimum investments, value-add strategies, and timelines—then choose to either “dig in” or “delete” and move on to the next opportunity. We’ve been sent a stream of syndication and fund deals, so we’re reviewing a spectrum of investments in today’s show—from apartment complexes to mobile home parks, shopping centers, self-storage facilities, and even marinas. Several of these deals piqued our interest, but red flags threw us off on others. Would you dig into any of the deals we deleted? Did we overlook any opportunities you think could deliver strong returns? Want us to review more deals in the future? Let us know by sending an email to Jim at jimpfeifer@biggerpockets.com.  Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Red flags from big return promises and when to call a deal’s bluff  The one thing you should think twice about before you invest in a mobile home park syndication  Is a shopping center with anchored tenants a solid sign even during a recession? Why you shouldn't overlook a sponsor’s suspiciously short holding time  Is it worth investing in new asset classes, or should you stick to what you know? And So Much More! Link Mentioned in the Show ⁠Join the PassivePockets Forums Email Jim: jimpfeifer@biggerpockets.com  Would you invest in any of these six syndication deals? In today’s episode, we’re trying something new, a “Delete or Dig In” segment, where we pull real deals from our inboxes and break them down on the show. We’ll review their returns, minimum investments, value-add strategies, and timelines—then choose to either “dig in” or “delete” and move on to the next opportunity.


We’ve been sent a stream of syndication and fund deals, so we’re reviewing a spectrum of investments in today’s show—from apartment complexes to mobile home parks, shopping centers, self-storage facilities, and even marinas. Several of these deals piqued our interest, but red flags threw us off on others.


Would you dig into any of the deals we deleted? Did we overlook any opportunities you think could deliver strong returns? Want us to review more deals in the future? Let us know by sending an email to Jim at jimpfeifer@biggerpockets.com. 


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.



In This Episode We Cover

Red flags from big return promises and when to call a deal’s bluff 

The one thing you should think twice about before you invest in a mobile home park syndication 

Is a shopping center with anchored tenants a solid sign even during a recession?

Why you shouldn't overlook a sponsor’s suspiciously short holding time 

Is it worth investing in new asset classes, or should you stick to what you know?

And So Much More!


Link Mentioned in the Show

⁠Join the PassivePockets Forums

Email Jim: jimpfeifer@biggerpockets.com 

]]> 1627 no “Resilient” Multifamily Investments LPs Are Targeting as Recession Fears Grow The multifamily market is shifting—again. Construction is slowing down after a historic wave of new delivery, and uncertainty surrounding the new administration, tariffs, and inflation is causing consumers to lose faith in the economy as a recession looms. Passive investors must recalibrate, but how? Stay tuned as we share our multifamily outlook for 2025! Things are changing rapidly, and to help unpack it all, we’re interviewing Greg Willett, a real estate economist turned tech-side strategist at LeaseLock. In this episode, Greg will pull back the curtain and point out the market trends that could make 2025 a surprisingly great time to invest. Despite high interest rates and tighter margins, operators can take advantage of elevated rental demand while there’s a “premium to buy." But if our worst fears are realized and a recession does arrive, how will multifamily investments hold up? For limited partners and syndicators looking to get ahead of the next market cycle, Greg’s message is to focus on “resilient” middle-market properties. The “free money” era is over. The question now is, who adapts, and who gets left behind? Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover What a new administration, tariffs, and inflation mean for passive investors How an inevitable slowdown in new construction will impact supply and demand “Resilient” middle-market investments to target ahead of a potential recession The secondary and tertiary markets that will see higher rent prices in 2025 Why heightened rental demand could provide stability for operators in uncertain times And So Much More! Link Mentioned in the Show LeaseLock Tue, 22 Apr 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors The multifamily market is shifting—again. Construction is slowing down after a historic wave of new delivery, and uncertainty surrounding the new administration, tariffs, and inflation is causing consumers to lose faith in the economy as a recession looms. Passive investors must recalibrate, but how? Stay tuned as we share our multifamily outlook for 2025! Things are changing rapidly, and to help unpack it all, we’re interviewing Greg Willett, a real estate economist turned tech-side strategist at LeaseLock. In this episode, Greg will pull back the curtain and point out the market trends that could make 2025 a surprisingly great time to invest. Despite high interest rates and tighter margins, operators can take advantage of elevated rental demand while there’s a “premium to buy." But if our worst fears are realized and a recession does arrive, how will multifamily investments hold up? For limited partners and syndicators looking to get ahead of the next market cycle, Greg’s message is to focus on “resilient” middle-market properties. The “free money” era is over. The question now is, who adapts, and who gets left behind? Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover What a new administration, tariffs, and inflation mean for passive investors How an inevitable slowdown in new construction will impact supply and demand “Resilient” middle-market investments to target ahead of a potential recession The secondary and tertiary markets that will see higher rent prices in 2025 Why heightened rental demand could provide stability for operators in uncertain times And So Much More! Link Mentioned in the Show LeaseLock The multifamily market is shifting—again. Construction is slowing down after a historic wave of new delivery, and uncertainty surrounding the new administration, tariffs, and inflation is causing consumers to lose faith in the economy as a recession looms. Passive investors must recalibrate, but how? Stay tuned as we share our multifamily outlook for 2025!


Things are changing rapidly, and to help unpack it all, we’re interviewing Greg Willett, a real estate economist turned tech-side strategist at LeaseLock. In this episode, Greg will pull back the curtain and point out the market trends that could make 2025 a surprisingly great time to invest. Despite high interest rates and tighter margins, operators can take advantage of elevated rental demand while there’s a “premium to buy."


But if our worst fears are realized and a recession does arrive, how will multifamily investments hold up? For limited partners and syndicators looking to get ahead of the next market cycle, Greg’s message is to focus on “resilient” middle-market properties. The “free money” era is over. The question now is, who adapts, and who gets left behind?


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

What a new administration, tariffs, and inflation mean for passive investors

How an inevitable slowdown in new construction will impact supply and demand

“Resilient” middle-market investments to target ahead of a potential recession

The secondary and tertiary markets that will see higher rent prices in 2025

Why heightened rental demand could provide stability for operators in uncertain times

And So Much More!


Link Mentioned in the Show

LeaseLock

]]> 2019 no Financial Strategist on the Major “Shift” Investors Should Prepare for in 2025 The financial landscape is shifting, with rumblings of a global currency reset threatening to take down the US dollar. What does this mean for limited partners (LPs), syndicators, and other passive investors? How “safe” are your investments in the event of a collapse? We’ll discuss all of this and more in today’s episode. Financial strategist, investor, and founder of The Raising Capitalists Foundation Russell Gray returns to the show to talk about the future of fiat currency and what investors need to know amidst a potential reset. For decades, the US dollar has been the world’s primary reserve currency. Now that it’s under siege and could be dethroned, what are the implications for American investors? In this episode, Russell will give you a macro view of the US financial system and share why investors should expect turbulence as we undergo a financial “detox.” We’ll also discuss the best practices for investing in uncertain times, the “sleeping” real estate markets that could see enormous growth in 2025, and the major advantage Main Street has over Wall Street. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover How to identify passive real estate investing opportunities in uncertain times The “sleeping” real estate markets that could wake up in 2025 Why limited partners (LPs) should target areas where capital is flowing Main Street’s advantage over Wall Street amidst a major financial shift What happened to the US financial system when money and currency decoupled The potential fallout of the Fed creating a Central Bank Digital Currency (CBDC) And So Much More! Links Mentioned in the Show PassivePockets 160 - Syndication Secrets: Empowering Investors with Russell Gray from The Real Estate Guys Currency Wars Connect with Russell on Social Tue, 15 Apr 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors The financial landscape is shifting, with rumblings of a global currency reset threatening to take down the US dollar. What does this mean for limited partners (LPs), syndicators, and other passive investors? How “safe” are your investments in the event of a collapse? We’ll discuss all of this and more in today’s episode. Financial strategist, investor, and founder of The Raising Capitalists Foundation Russell Gray returns to the show to talk about the future of fiat currency and what investors need to know amidst a potential reset. For decades, the US dollar has been the world’s primary reserve currency. Now that it’s under siege and could be dethroned, what are the implications for American investors? In this episode, Russell will give you a macro view of the US financial system and share why investors should expect turbulence as we undergo a financial “detox.” We’ll also discuss the best practices for investing in uncertain times, the “sleeping” real estate markets that could see enormous growth in 2025, and the major advantage Main Street has over Wall Street. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover How to identify passive real estate investing opportunities in uncertain times The “sleeping” real estate markets that could wake up in 2025 Why limited partners (LPs) should target areas where capital is flowing Main Street’s advantage over Wall Street amidst a major financial shift What happened to the US financial system when money and currency decoupled The potential fallout of the Fed creating a Central Bank Digital Currency (CBDC) And So Much More! Links Mentioned in the Show PassivePockets 160 - Syndication Secrets: Empowering Investors with Russell Gray from The Real Estate Guys Currency Wars Connect with Russell on Social The financial landscape is shifting, with rumblings of a global currency reset threatening to take down the US dollar. What does this mean for limited partners (LPs), syndicators, and other passive investors? How “safe” are your investments in the event of a collapse? We’ll discuss all of this and more in today’s episode.


Financial strategist, investor, and founder of The Raising Capitalists Foundation Russell Gray returns to the show to talk about the future of fiat currency and what investors need to know amidst a potential reset. For decades, the US dollar has been the world’s primary reserve currency. Now that it’s under siege and could be dethroned, what are the implications for American investors?


In this episode, Russell will give you a macro view of the US financial system and share why investors should expect turbulence as we undergo a financial “detox.” We’ll also discuss the best practices for investing in uncertain times, the “sleeping” real estate markets that could see enormous growth in 2025, and the major advantage Main Street has over Wall Street.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

How to identify passive real estate investing opportunities in uncertain times

The “sleeping” real estate markets that could wake up in 2025

Why limited partners (LPs) should target areas where capital is flowing

Main Street’s advantage over Wall Street amidst a major financial shift

What happened to the US financial system when money and currency decoupled

The potential fallout of the Fed creating a Central Bank Digital Currency (CBDC)

And So Much More!


Links Mentioned in the Show

PassivePockets 160 - Syndication Secrets: Empowering Investors with Russell Gray from The Real Estate Guys

Currency Wars

Connect with Russell on Social

]]> 2912 no J Scott on New Sweeping Tariffs: Opportunity or Obstacle for Multifamily? Sweeping new tariffs are causing sharp economic ripple effects, with stock valuations dropping last week and Americans bracing for renewed inflation. This shift creates both new risks and opportunities for real estate investors—especially passive LPs evaluating upcoming deals. Amid this uncertainty, bond yields and mortgage rates are falling fast—a welcome shift for GPs grappling with bridge loans or variable-rate debt. The question LP investors must ask themselves now is: how do I protect my portfolio during downturns like this AND jump on opportunities coming down the pipeline? To help answer, we brought on J Scott. He’s been investing in real estate for decades, with more experience in multifamily and single-family than most. J shares how tariffs could influence multifamily real estate and their broader economic implications. From mortgage rates to US dollar dominance, rent growth risks, and more, he gives his up-to-date view and reveals his strategy on what he’s doing now to protect his capital without taking on unnecessary risk.  Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Why mortgage rates and bond yields are falling even with serious inflation risk  What passive investors can do now to ensure they survive a recession  The end-goal of the Trump Administration’s tariffs and what it means for Americans Will the US dollar lose ground as the global reserve currency due to tariffs?  J’s favorite real estate investments during economic downturns (and ones to avoid) A bridge debt comeback? Why short-term debt may make sense as rates drop And So Much More! Tue, 08 Apr 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Sweeping new tariffs are causing sharp economic ripple effects, with stock valuations dropping last week and Americans bracing for renewed inflation. This shift creates both new risks and opportunities for real estate investors—especially passive LPs evaluating upcoming deals. Amid this uncertainty, bond yields and mortgage rates are falling fast—a welcome shift for GPs grappling with bridge loans or variable-rate debt. The question LP investors must ask themselves now is: how do I protect my portfolio during downturns like this AND jump on opportunities coming down the pipeline? To help answer, we brought on J Scott. He’s been investing in real estate for decades, with more experience in multifamily and single-family than most. J shares how tariffs could influence multifamily real estate and their broader economic implications. From mortgage rates to US dollar dominance, rent growth risks, and more, he gives his up-to-date view and reveals his strategy on what he’s doing now to protect his capital without taking on unnecessary risk.  Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. In This Episode We Cover Why mortgage rates and bond yields are falling even with serious inflation risk  What passive investors can do now to ensure they survive a recession  The end-goal of the Trump Administration’s tariffs and what it means for Americans Will the US dollar lose ground as the global reserve currency due to tariffs?  J’s favorite real estate investments during economic downturns (and ones to avoid) A bridge debt comeback? Why short-term debt may make sense as rates drop And So Much More! Sweeping new tariffs are causing sharp economic ripple effects, with stock valuations dropping last week and Americans bracing for renewed inflation. This shift creates both new risks and opportunities for real estate investors—especially passive LPs evaluating upcoming deals. Amid this uncertainty, bond yields and mortgage rates are falling fast—a welcome shift for GPs grappling with bridge loans or variable-rate debt.


The question LP investors must ask themselves now is: how do I protect my portfolio during downturns like this AND jump on opportunities coming down the pipeline?


To help answer, we brought on J Scott. He’s been investing in real estate for decades, with more experience in multifamily and single-family than most. J shares how tariffs could influence multifamily real estate and their broader economic implications. From mortgage rates to US dollar dominance, rent growth risks, and more, he gives his up-to-date view and reveals his strategy on what he’s doing now to protect his capital without taking on unnecessary risk. 


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


In This Episode We Cover

Why mortgage rates and bond yields are falling even with serious inflation risk 

What passive investors can do now to ensure they survive a recession 

The end-goal of the Trump Administration’s tariffs and what it means for Americans

Will the US dollar lose ground as the global reserve currency due to tariffs? 

J’s favorite real estate investments during economic downturns (and ones to avoid)

A bridge debt comeback? Why short-term debt may make sense as rates drop

And So Much More!


]]> 2357 no Deal Review: Industrial Real Estate Unpacked In the latest episode of our Deal Review Series, Drew Wahlgren from MAG Capital Investments presents the MAG Capital Industrial Fund III Deal to our LP panel: Paul Shannon, Chris Lopez, and Mauricio Rauld. The LP Panel asks questions like: - How many industrial deals have you done, and what’s the performance to date? - Who handles acquisitions, asset management, and communications with investors? - How soon is the fund putting money to work, and how much has been raised so far? - How do current market conditions affect buying right now, and are we at risk of overpaying? - When do investors get their principal and pref, and when does the sponsor start participating? Want to discuss the deal with other investors? Start your FREE 7-day trial on PassivePockets: * Discover new sponsors and read real investor ratings & reviews * Find and vet deals quickly and easily * Connect with investors in private, investor-only forums * Improve your due diligence by watching our LP Panel Deal Review series * Access expert insights with on-demand courses, articles, and webinars Disclaimer: The information on this website, including any graphs, charts, ratings, reviews, videos, and other visual aids, is for informational purposes only, and is not an offering of or solicitation to purchase securities or otherwise make an investment. PassivePockets is not responsible for ensuring or verifying that sponsor and/or deal information and offering materials are compliant with applicable law, including but not limited to securities laws or investment advisory regulations. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals on this website; however, such profiles and the sponsor-provided content therein shall not be construed as, and are not, endorsements, testimonials, or recommendations by PassivePockets. Any comments, views, opinions and any forecasts of future events, returns or results expressed in video content posted to this website, whether by PassivePockets, sponsors, or website users, reflect the opinions of the given author or speaker (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the (i) information and offering materials provided by a sponsor and (ii) the information discussed in video content posted to this website, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other visual aids, cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. No responsibility or liability is accepted or assumed by PassivePockets or any of its officers, agents or advisors as to the accuracy, sufficiency or completeness of any such video content. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest. Sponsors may only offer securities through this website pursuant to Rule 506(c) under Regulation D under the Securities Act of 1933, and the sale of such securities will be strictly limited to those persons who are qualified as “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933. Compliance with these requirements and other applicable securities laws is the sole responsibility of each sponsor, and not PassivePockets. Tue, 01 Apr 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors In the latest episode of our Deal Review Series, Drew Wahlgren from MAG Capital Investments presents the MAG Capital Industrial Fund III Deal to our LP panel: Paul Shannon, Chris Lopez, and Mauricio Rauld. The LP Panel asks questions like: - How many industrial deals have you done, and what’s the performance to date? - Who handles acquisitions, asset management, and communications with investors? - How soon is the fund putting money to work, and how much has been raised so far? - How do current market conditions affect buying right now, and are we at risk of overpaying? - When do investors get their principal and pref, and when does the sponsor start participating? Want to discuss the deal with other investors? Start your FREE 7-day trial on PassivePockets: * Discover new sponsors and read real investor ratings & reviews * Find and vet deals quickly and easily * Connect with investors in private, investor-only forums * Improve your due diligence by watching our LP Panel Deal Review series * Access expert insights with on-demand courses, articles, and webinars Disclaimer: The information on this website, including any graphs, charts, ratings, reviews, videos, and other visual aids, is for informational purposes only, and is not an offering of or solicitation to purchase securities or otherwise make an investment. PassivePockets is not responsible for ensuring or verifying that sponsor and/or deal information and offering materials are compliant with applicable law, including but not limited to securities laws or investment advisory regulations. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals on this website; however, such profiles and the sponsor-provided content therein shall not be construed as, and are not, endorsements, testimonials, or recommendations by PassivePockets. Any comments, views, opinions and any forecasts of future events, returns or results expressed in video content posted to this website, whether by PassivePockets, sponsors, or website users, reflect the opinions of the given author or speaker (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the (i) information and offering materials provided by a sponsor and (ii) the information discussed in video content posted to this website, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other visual aids, cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. No responsibility or liability is accepted or assumed by PassivePockets or any of its officers, agents or advisors as to the accuracy, sufficiency or completeness of any such video content. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest. Sponsors may only offer securities through this website pursuant to Rule 506(c) under Regulation D under the Securities Act of 1933, and the sale of such securities will be strictly limited to those persons who are qualified as “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933. Compliance with these requirements and other applicable securities laws is the sole responsibility of each sponsor, and not PassivePockets. In the latest episode of our Deal Review Series, Drew Wahlgren from MAG Capital Investments presents the MAG Capital Industrial Fund III Deal to our LP panel: Paul Shannon, Chris Lopez, and Mauricio Rauld.


The LP Panel asks questions like:

- How many industrial deals have you done, and what’s the performance to date?

- Who handles acquisitions, asset management, and communications with investors?

- How soon is the fund putting money to work, and how much has been raised so far?

- How do current market conditions affect buying right now, and are we at risk of overpaying?

- When do investors get their principal and pref, and when does the sponsor start participating?


Want to discuss the deal with other investors? Start your FREE 7-day trial on PassivePockets:

* Discover new sponsors and read real investor ratings & reviews

* Find and vet deals quickly and easily

* Connect with investors in private, investor-only forums

* Improve your due diligence by watching our LP Panel Deal Review series

* Access expert insights with on-demand courses, articles, and webinars


Disclaimer:

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]]> 3896 no Multifamily Financing is Shifting: James Eng on Capital Markets in 2025 Jim Pfeifer and Paul Shannon chat with James Eng of Old Capital Lending to unpack today’s multifamily financing landscape. A 20-year commercial lending veteran in both institutional and private markets, James explains how surging interest rates, higher scrutiny on sponsors, and renewed competition in bridge loans are reshaping apartment deals. He also shares why LPs should treat debt as a top priority – from understanding agency vs. bridge terms to watching out for “race-to-the-bottom” lending and tricky rate caps. If you’re looking for clearer insight on the capital stack and how lenders view multifamily risk in 2025, this conversation offers a valuable blueprint. Today's Takeaways: The Fed's rate cuts have created uncertainty in capital markets. Bridge loans are returning as a viable financing option. Rate caps have become more expensive and complex. Lenders are now more critical in their evaluations of borrowers. Limited partners should prioritize understanding debt structures. Transaction volumes are significantly lower than previous years. Cap rates need to align with interest rates for positive leverage. Potential recession risks are impacting lender confidence. Diversification of tenant demographics is essential for stability. LPs should actively seek updates on loan terms and conditions. Want To Learn More? PassivePockets.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 25 Mar 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Jim Pfeifer and Paul Shannon chat with James Eng of Old Capital Lending to unpack today’s multifamily financing landscape. A 20-year commercial lending veteran in both institutional and private markets, James explains how surging interest rates, higher scrutiny on sponsors, and renewed competition in bridge loans are reshaping apartment deals. He also shares why LPs should treat debt as a top priority – from understanding agency vs. bridge terms to watching out for “race-to-the-bottom” lending and tricky rate caps. If you’re looking for clearer insight on the capital stack and how lenders view multifamily risk in 2025, this conversation offers a valuable blueprint. Today's Takeaways: The Fed's rate cuts have created uncertainty in capital markets. Bridge loans are returning as a viable financing option. Rate caps have become more expensive and complex. Lenders are now more critical in their evaluations of borrowers. Limited partners should prioritize understanding debt structures. Transaction volumes are significantly lower than previous years. Cap rates need to align with interest rates for positive leverage. Potential recession risks are impacting lender confidence. Diversification of tenant demographics is essential for stability. LPs should actively seek updates on loan terms and conditions. Want To Learn More? PassivePockets.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Jim Pfeifer and Paul Shannon chat with James Eng of Old Capital Lending to unpack today’s multifamily financing landscape. A 20-year commercial lending veteran in both institutional and private markets, James explains how surging interest rates, higher scrutiny on sponsors, and renewed competition in bridge loans are reshaping apartment deals. He also shares why LPs should treat debt as a top priority – from understanding agency vs. bridge terms to watching out for “race-to-the-bottom” lending and tricky rate caps. If you’re looking for clearer insight on the capital stack and how lenders view multifamily risk in 2025, this conversation offers a valuable blueprint.


Today's Takeaways:

  • The Fed's rate cuts have created uncertainty in capital markets.
  • Bridge loans are returning as a viable financing option.
  • Rate caps have become more expensive and complex.
  • Lenders are now more critical in their evaluations of borrowers.
  • Limited partners should prioritize understanding debt structures.
  • Transaction volumes are significantly lower than previous years.
  • Cap rates need to align with interest rates for positive leverage.
  • Potential recession risks are impacting lender confidence.
  • Diversification of tenant demographics is essential for stability.
  • LPs should actively seek updates on loan terms and conditions.


Want To Learn More?

PassivePockets.com


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2194 no Syndication Gaps Alarm Investors: Aleksey Chernobelskiy Warns on Capital Calls & Missing Analyses Host Jim Pfeifer chats with real estate advisor Aleksey Chernobelskiy, who spent years on an institutional investment team overseeing billions of dollars in properties before shifting his focus to helping limited partners. Aleksey discusses the key lessons he’s learned under “big REIT” systems and how they apply to everyday passive investors navigating the often “Wild West” of syndications. You’ll hear why standardized metrics (like address, fees, and exit cap assumptions!) are so critical yet frequently missing from pitch decks, and how to interpret the elusive “sensitivity analysis” that many operators forget to include. Aleksey also lays out common mistakes he sees investors make, such as chasing big claims without verifying the operator’s experience or ignoring major red flags in the fine print. He and Jim dive into the sometimes tricky world of capital calls: when they might be a necessary lifeline, how to evaluate them like a brand-new investment, and why “we never do capital calls” might not be the reassurance some investors think it is. If you’re looking to sharpen your due diligence game, question operator assumptions, and understand the hidden pitfalls behind “good stories” in a pitch deck, this conversation delivers straight talk on raising your LP IQ. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 18 Mar 2025 11:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Host Jim Pfeifer chats with real estate advisor Aleksey Chernobelskiy, who spent years on an institutional investment team overseeing billions of dollars in properties before shifting his focus to helping limited partners. Aleksey discusses the key lessons he’s learned under “big REIT” systems and how they apply to everyday passive investors navigating the often “Wild West” of syndications. You’ll hear why standardized metrics (like address, fees, and exit cap assumptions!) are so critical yet frequently missing from pitch decks, and how to interpret the elusive “sensitivity analysis” that many operators forget to include. Aleksey also lays out common mistakes he sees investors make, such as chasing big claims without verifying the operator’s experience or ignoring major red flags in the fine print. He and Jim dive into the sometimes tricky world of capital calls: when they might be a necessary lifeline, how to evaluate them like a brand-new investment, and why “we never do capital calls” might not be the reassurance some investors think it is. If you’re looking to sharpen your due diligence game, question operator assumptions, and understand the hidden pitfalls behind “good stories” in a pitch deck, this conversation delivers straight talk on raising your LP IQ. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Host Jim Pfeifer chats with real estate advisor Aleksey Chernobelskiy, who spent years on an institutional investment team overseeing billions of dollars in properties before shifting his focus to helping limited partners. Aleksey discusses the key lessons he’s learned under “big REIT” systems and how they apply to everyday passive investors navigating the often “Wild West” of syndications. You’ll hear why standardized metrics (like address, fees, and exit cap assumptions!) are so critical yet frequently missing from pitch decks, and how to interpret the elusive “sensitivity analysis” that many operators forget to include.

Aleksey also lays out common mistakes he sees investors make, such as chasing big claims without verifying the operator’s experience or ignoring major red flags in the fine print. He and Jim dive into the sometimes tricky world of capital calls: when they might be a necessary lifeline, how to evaluate them like a brand-new investment, and why “we never do capital calls” might not be the reassurance some investors think it is. If you’re looking to sharpen your due diligence game, question operator assumptions, and understand the hidden pitfalls behind “good stories” in a pitch deck, this conversation delivers straight talk on raising your LP IQ.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2778 no Market on Edge: 18-Year Cycle Hitting ‘Winner's Curse,’ Says Logan Freeman Paul Shannon sits down with Logan Freeman (a.k.a. “Mr. Kansas City”) for a deep dive into the 18-year real estate cycle and how it shapes today’s market. Drawing on the works of economists like Fred Harrison and Phil Anderson, Logan explains why land scarcity and speculative credit often drive real estate booms and busts. He also highlights how investors can prepare for what he calls a “winter’s curse,” using historical cycles to spot new opportunities and avoid pitfalls. If you’re looking to navigate the next few years in real estate with an eye on both history and strategy, this conversation offers an essential roadmap. Today’s Episode Takeaways - The 18.6-Year Framework: Why land values, access to credit, and investor psychology create repeating upswings and contractions. - Ricardo’s Law of Economic Rent: How scarce land resources drive speculation and shape “winner’s curse” booms. - Historical Context: From 1993–2010’s cycle to the 2025–2028 outlook, including the impact of debt maturities. - Preparing for Opportunities: Why managing liquidity, fixing long-term debt, and maintaining strong cash flows are Logan’s focus. - Local vs. Macro: How city-level policy and development (like Kansas City’s rebounds) can differ from national trends – and what it all means for your strategy. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 11 Mar 2025 15:54:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Paul Shannon sits down with Logan Freeman (a.k.a. “Mr. Kansas City”) for a deep dive into the 18-year real estate cycle and how it shapes today’s market. Drawing on the works of economists like Fred Harrison and Phil Anderson, Logan explains why land scarcity and speculative credit often drive real estate booms and busts. He also highlights how investors can prepare for what he calls a “winter’s curse,” using historical cycles to spot new opportunities and avoid pitfalls. If you’re looking to navigate the next few years in real estate with an eye on both history and strategy, this conversation offers an essential roadmap. Today’s Episode Takeaways - The 18.6-Year Framework: Why land values, access to credit, and investor psychology create repeating upswings and contractions. - Ricardo’s Law of Economic Rent: How scarce land resources drive speculation and shape “winner’s curse” booms. - Historical Context: From 1993–2010’s cycle to the 2025–2028 outlook, including the impact of debt maturities. - Preparing for Opportunities: Why managing liquidity, fixing long-term debt, and maintaining strong cash flows are Logan’s focus. - Local vs. Macro: How city-level policy and development (like Kansas City’s rebounds) can differ from national trends – and what it all means for your strategy. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Paul Shannon sits down with Logan Freeman (a.k.a. “Mr. Kansas City”) for a deep dive into the 18-year real estate cycle and how it shapes today’s market. Drawing on the works of economists like Fred Harrison and Phil Anderson, Logan explains why land scarcity and speculative credit often drive real estate booms and busts. He also highlights how investors can prepare for what he calls a “winter’s curse,” using historical cycles to spot new opportunities and avoid pitfalls. If you’re looking to navigate the next few years in real estate with an eye on both history and strategy, this conversation offers an essential roadmap.


Today’s Episode Takeaways

- The 18.6-Year Framework: Why land values, access to credit, and investor psychology create repeating upswings and contractions.

- Ricardo’s Law of Economic Rent: How scarce land resources drive speculation and shape “winner’s curse” booms.

- Historical Context: From 1993–2010’s cycle to the 2025–2028 outlook, including the impact of debt maturities.

- Preparing for Opportunities: Why managing liquidity, fixing long-term debt, and maintaining strong cash flows are Logan’s focus.

- Local vs. Macro: How city-level policy and development (like Kansas City’s rebounds) can differ from national trends – and what it all means for your strategy.


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2497 no Banks Are Pulling Back: Why Private Real Estate Debt Is Surging with Chris Carsley Paul Shannon hosts an in-depth chat with Chris Carsley of Kirkland Capital Group to explore the growing world of private real estate debt. Chris explains how private lending is filling financing gaps left by traditional banks, why short-term “bridge” loans for smaller commercial deals can yield competitive returns, and what operational due diligence steps every LP should take before investing. From the basics of senior debt to navigating leverage, liquidity, and redemptions, Chris shares real-world insights into the risks and rewards of building private credit into a balanced portfolio—especially amid today’s market volatility. Today’s Episode Takeaways Why Private Debt Exists: How regulatory changes and market gaps since 2010 have fueled the rise of non-bank lending. Fixed-Income Diversification: How private real estate debt contrasts with traditional bonds—and the potential for uncorrelated cash flow. Key Risk Factors: Why valuation, low loan-to-value, and conservative underwriting matter for principal protection. Due Diligence 101: Questions to ask fund managers about leverage use, past defaults, and changes made after deals go wrong. Liquidity vs. Illiquidity: Understanding fund “gates,” redemption structures, and how to fit private debt into an overall strategy. Want To Learn More? PassivePockets.com BiggerPockets.com KirklandCapitalGroup.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com Tue, 04 Mar 2025 12:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Paul Shannon hosts an in-depth chat with Chris Carsley of Kirkland Capital Group to explore the growing world of private real estate debt. Chris explains how private lending is filling financing gaps left by traditional banks, why short-term “bridge” loans for smaller commercial deals can yield competitive returns, and what operational due diligence steps every LP should take before investing. From the basics of senior debt to navigating leverage, liquidity, and redemptions, Chris shares real-world insights into the risks and rewards of building private credit into a balanced portfolio—especially amid today’s market volatility. Today’s Episode Takeaways Why Private Debt Exists: How regulatory changes and market gaps since 2010 have fueled the rise of non-bank lending. Fixed-Income Diversification: How private real estate debt contrasts with traditional bonds—and the potential for uncorrelated cash flow. Key Risk Factors: Why valuation, low loan-to-value, and conservative underwriting matter for principal protection. Due Diligence 101: Questions to ask fund managers about leverage use, past defaults, and changes made after deals go wrong. Liquidity vs. Illiquidity: Understanding fund “gates,” redemption structures, and how to fit private debt into an overall strategy. Want To Learn More? PassivePockets.com BiggerPockets.com KirklandCapitalGroup.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com Paul Shannon hosts an in-depth chat with Chris Carsley of Kirkland Capital Group to explore the growing world of private real estate debt. Chris explains how private lending is filling financing gaps left by traditional banks, why short-term “bridge” loans for smaller commercial deals can yield competitive returns, and what operational due diligence steps every LP should take before investing. From the basics of senior debt to navigating leverage, liquidity, and redemptions, Chris shares real-world insights into the risks and rewards of building private credit into a balanced portfolio—especially amid today’s market volatility.


Today’s Episode Takeaways

  • Why Private Debt Exists: How regulatory changes and market gaps since 2010 have fueled the rise of non-bank lending.
  • Fixed-Income Diversification: How private real estate debt contrasts with traditional bonds—and the potential for uncorrelated cash flow.
  • Key Risk Factors: Why valuation, low loan-to-value, and conservative underwriting matter for principal protection.
  • Due Diligence 101: Questions to ask fund managers about leverage use, past defaults, and changes made after deals go wrong.
  • Liquidity vs. Illiquidity: Understanding fund “gates,” redemption structures, and how to fit private debt into an overall strategy.


Want To Learn More?


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us

jimpfeifer@biggerpockets.com

]]> 2210 no Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate investors. From the basics of what “self-directed” really means to the nuances of IRAs, HSAs, and Solo 401(k)s, John explains how you can unlock more flexibility and control in building your portfolio. Whether you’re investing in syndications, private lending, or direct ownership, learn the steps for opening a self-directed account, how to navigate leverage with UBIT/UDFI, and why a Solo 401(k) might offer key advantages (when you qualify). Plus, John dispels the myths around the tax complexity of self-directed deals and shares a simple framework to evaluate any potential investment. Today’s Episode Takeaways What “Self-Directed” Really Means: Why most standard IRAs don’t allow real estate—and how self-direction changes that. IRAs vs. Solo 401(k)s: Who qualifies, which offers higher contribution limits, and the unique tax perks. UBIT & UDFI, Explained: How leverage can trigger special taxes—and why it’s not always a deal-breaker. Choosing a Custodian: Key factors like years in business, transaction speed, fee models, and customer service. Strategic Framework: John’s 3-part approach (business sense, tax optimization, and lifestyle considerations) for any self-directed deal. Learn More from Equity Trust Website & Resources: TrustETC.com YouTube: Equity Trust Company for in-depth how-tos Or visit the PassivePockets website for additional content and materials Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com Tue, 25 Feb 2025 09:00:00 -0000 full PassivePockets, Jim Pfeifer, and Left Field Investors Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate investors. From the basics of what “self-directed” really means to the nuances of IRAs, HSAs, and Solo 401(k)s, John explains how you can unlock more flexibility and control in building your portfolio. Whether you’re investing in syndications, private lending, or direct ownership, learn the steps for opening a self-directed account, how to navigate leverage with UBIT/UDFI, and why a Solo 401(k) might offer key advantages (when you qualify). Plus, John dispels the myths around the tax complexity of self-directed deals and shares a simple framework to evaluate any potential investment. Today’s Episode Takeaways What “Self-Directed” Really Means: Why most standard IRAs don’t allow real estate—and how self-direction changes that. IRAs vs. Solo 401(k)s: Who qualifies, which offers higher contribution limits, and the unique tax perks. UBIT & UDFI, Explained: How leverage can trigger special taxes—and why it’s not always a deal-breaker. Choosing a Custodian: Key factors like years in business, transaction speed, fee models, and customer service. Strategic Framework: John’s 3-part approach (business sense, tax optimization, and lifestyle considerations) for any self-directed deal. Learn More from Equity Trust Website & Resources: TrustETC.com YouTube: Equity Trust Company for in-depth how-tos Or visit the PassivePockets website for additional content and materials Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate investors. From the basics of what “self-directed” really means to the nuances of IRAs, HSAs, and Solo 401(k)s, John explains how you can unlock more flexibility and control in building your portfolio. Whether you’re investing in syndications, private lending, or direct ownership, learn the steps for opening a self-directed account, how to navigate leverage with UBIT/UDFI, and why a Solo 401(k) might offer key advantages (when you qualify). Plus, John dispels the myths around the tax complexity of self-directed deals and shares a simple framework to evaluate any potential investment.


Today’s Episode Takeaways

  • What “Self-Directed” Really Means: Why most standard IRAs don’t allow real estate—and how self-direction changes that.
  • IRAs vs. Solo 401(k)s: Who qualifies, which offers higher contribution limits, and the unique tax perks.
  • UBIT & UDFI, Explained: How leverage can trigger special taxes—and why it’s not always a deal-breaker.
  • Choosing a Custodian: Key factors like years in business, transaction speed, fee models, and customer service.
  • Strategic Framework: John’s 3-part approach (business sense, tax optimization, and lifestyle considerations) for any self-directed deal.


Learn More from Equity Trust

  • Website & Resources: TrustETC.com
  • YouTube: Equity Trust Company for in-depth how-tos
  • Or visit the PassivePockets website for additional content and materials


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us

jimpfeifer@biggerpockets.com

]]> 2540 no Battle of the PPM: LP vs. GP Secrets Revealed https://passivepockets.com/podcast/podcast-passive-podcast-208/ We dive into the “battle of the PPM” (Private Placement Memorandum) with two special guests from opposite sides of the table. On the GP side, securities attorney Mauricio Rauld (Platinum Legal) explains how these legal documents protect operators and outline deal structures. Representing the LP perspective, experienced investor Jeremy Roll highlights how to spot red flags, interpret complex provisions, and ensure you’re comfortable with all the “fine print” before signing on the dotted line. Learn why the Operating Agreement is the ultimate governing document, what to look for in capital call clauses, how indemnification can affect your returns, and why consistent reporting is not always guaranteed. If you’ve ever been unsure how to read a PPM or wondered if you can negotiate its terms, this lively debate breaks it all down in real-world terms. Today’s Episode Takeaways How a PPM differs from the Operating Agreement and why both matter How LPs can interpret or negotiate tricky clauses like cash calls and preferred returns Indemnification pitfalls: when a GP is personally protected vs. on the hook Common oversights that cause confusion about reporting obligations and voting rights Why a mismatch between the pitch deck and legal docs is a serious warning sign Don’t forget to subscribe and leave a review so you never miss out on more deep dives into passive investing strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com Tue, 18 Feb 2025 09:00:00 -0000 Battle of the PPM: LP vs. GP Secrets Revealed full 208 PassivePockets, Jim Pfeifer, and Left Field Investors We dive into the “battle of the PPM” (Private Placement Memorandum) with two special guests from opposite sides of the table. On the GP side, securities attorney Mauricio Rauld (Platinum Legal) explains how these legal documents protect operators and outline deal structures. Representing the LP perspective, experienced investor Jeremy Roll highlights how to spot red flags, interpret complex provisions, and ensure you’re comfortable with all the “fine print” before signing on the dotted line. Learn why the Operating Agreement is the ultimate governing document, what to look for in capital call clauses, how indemnification can affect your returns, and why consistent reporting is not always guaranteed. If you’ve ever been unsure how to read a PPM or wondered if you can negotiate its terms, this lively debate breaks it all down in real-world terms. We dive into the “battle of the PPM” (Private Placement Memorandum) with two special guests from opposite sides of the table. On the GP side, securities attorney Mauricio Rauld (Platinum Legal) explains how these legal documents protect operators and outline deal structures. Representing the LP perspective, experienced investor Jeremy Roll highlights how to spot red flags, interpret complex provisions, and ensure you’re comfortable with all the “fine print” before signing on the dotted line. Learn why the Operating Agreement is the ultimate governing document, what to look for in capital call clauses, how indemnification can affect your returns, and why consistent reporting is not always guaranteed. If you’ve ever been unsure how to read a PPM or wondered if you can negotiate its terms, this lively debate breaks it all down in real-world terms. Today’s Episode Takeaways How a PPM differs from the Operating Agreement and why both matter How LPs can interpret or negotiate tricky clauses like cash calls and preferred returns Indemnification pitfalls: when a GP is personally protected vs. on the hook Common oversights that cause confusion about reporting obligations and voting rights Why a mismatch between the pitch deck and legal docs is a serious warning sign Don’t forget to subscribe and leave a review so you never miss out on more deep dives into passive investing strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us jimpfeifer@biggerpockets.com We dive into the “battle of the PPM” (Private Placement Memorandum) with two special guests from opposite sides of the table. On the GP side, securities attorney Mauricio Rauld (Platinum Legal) explains how these legal documents protect operators and outline deal structures. Representing the LP perspective, experienced investor Jeremy Roll highlights how to spot red flags, interpret complex provisions, and ensure you’re comfortable with all the “fine print” before signing on the dotted line. Learn why the Operating Agreement is the ultimate governing document, what to look for in capital call clauses, how indemnification can affect your returns, and why consistent reporting is not always guaranteed. If you’ve ever been unsure how to read a PPM or wondered if you can negotiate its terms, this lively debate breaks it all down in real-world terms.


Today’s Episode Takeaways

  • How a PPM differs from the Operating Agreement and why both matter
  • How LPs can interpret or negotiate tricky clauses like cash calls and preferred returns
  • Indemnification pitfalls: when a GP is personally protected vs. on the hook
  • Common oversights that cause confusion about reporting obligations and voting rights
  • Why a mismatch between the pitch deck and legal docs is a serious warning sign


Don’t forget to subscribe and leave a review so you never miss out on more deep dives into passive investing strategies, market insights, and more!


Take our Survey: PassivePockets.com/Survey


Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us

jimpfeifer@biggerpockets.com

]]> 3253 no Making Millions with Multi-Asset Conversions: Clint Harris Explains How https://passivepockets.com/podcast/podcast-passive-podcast-207/ We explore the world of asset class conversions with special guest Clint Harris, who specializes in turning empty big-box buildings (think old Kmarts and abandoned textile mills) into profitable self-storage facilities. Clint shares why changing consumer needs (especially among younger renters) is sparking new demand for creative reuse, and how savvy operators can use “cap rate arbitrage” to transform distressed properties at half the cost (and in a fraction of the time) compared to ground-up development. If you’re curious about office-to-multifamily flips, hotel conversions, or self-storage projects, this episode offers an inside look at the rewards and pitfalls of going beyond traditional real estate strategies. Today’s Episode Takeaways: - Why Conversions? How shifting consumer habits and vacant properties create “cap rate arbitrage.” - Storage Boom: Millennials now make up 38% of self-storage users, transforming the classic “store your junk” model into a climate-controlled, in-and-out amenity. - Key Metrics for Conversions: What operators look for in population density, traffic counts, and market rent comps to ensure profitability. - Challenges & Pitfalls: How unanticipated change orders and extended timelines can sink a project if you lack the right experience or vertical integration. - Beyond Self-Storage: From offices to hotels, RV parks to tiny-home villages—why any distressed asset can be repurposed with the right vision, team, and risk management. Don’t forget to subscribe and leave a review so you never miss an episode covering the latest passive investing strategies, market trends, and real estate insights! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us: jimpfeifer@biggerpockets.com Tue, 11 Feb 2025 09:00:00 -0000 Making Millions with Multi-Asset Conversions: Clint Harris Explains How full 207 PassivePockets, Jim Pfeifer, and Left Field Investors We explore the world of asset class conversions with special guest Clint Harris, who specializes in turning empty big-box buildings (think old Kmarts and abandoned textile mills) into profitable self-storage facilities. Clint shares why changing consumer needs (especially among younger renters) is sparking new demand for creative reuse, and how savvy operators can use “cap rate arbitrage” to transform distressed properties at half the cost (and in a fraction of the time) compared to ground-up development. If you’re curious about office-to-multifamily flips, hotel conversions, or self-storage projects, this episode offers an inside look at the rewards and pitfalls of going beyond traditional real estate strategies. We explore the world of asset class conversions with special guest Clint Harris, who specializes in turning empty big-box buildings (think old Kmarts and abandoned textile mills) into profitable self-storage facilities. Clint shares why changing consumer needs (especially among younger renters) is sparking new demand for creative reuse, and how savvy operators can use “cap rate arbitrage” to transform distressed properties at half the cost (and in a fraction of the time) compared to ground-up development. If you’re curious about office-to-multifamily flips, hotel conversions, or self-storage projects, this episode offers an inside look at the rewards and pitfalls of going beyond traditional real estate strategies. Today’s Episode Takeaways: - Why Conversions? How shifting consumer habits and vacant properties create “cap rate arbitrage.” - Storage Boom: Millennials now make up 38% of self-storage users, transforming the classic “store your junk” model into a climate-controlled, in-and-out amenity. - Key Metrics for Conversions: What operators look for in population density, traffic counts, and market rent comps to ensure profitability. - Challenges & Pitfalls: How unanticipated change orders and extended timelines can sink a project if you lack the right experience or vertical integration. - Beyond Self-Storage: From offices to hotels, RV parks to tiny-home villages—why any distressed asset can be repurposed with the right vision, team, and risk management. Don’t forget to subscribe and leave a review so you never miss an episode covering the latest passive investing strategies, market trends, and real estate insights! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us: jimpfeifer@biggerpockets.com We explore the world of asset class conversions with special guest Clint Harris, who specializes in turning empty big-box buildings (think old Kmarts and abandoned textile mills) into profitable self-storage facilities. Clint shares why changing consumer needs (especially among younger renters) is sparking new demand for creative reuse, and how savvy operators can use “cap rate arbitrage” to transform distressed properties at half the cost (and in a fraction of the time) compared to ground-up development. If you’re curious about office-to-multifamily flips, hotel conversions, or self-storage projects, this episode offers an inside look at the rewards and pitfalls of going beyond traditional real estate strategies.


Today’s Episode Takeaways:


- Why Conversions? How shifting consumer habits and vacant properties create “cap rate arbitrage.”

- Storage Boom: Millennials now make up 38% of self-storage users, transforming the classic “store your junk” model into a climate-controlled, in-and-out amenity.

- Key Metrics for Conversions: What operators look for in population density, traffic counts, and market rent comps to ensure profitability.

- Challenges & Pitfalls: How unanticipated change orders and extended timelines can sink a project if you lack the right experience or vertical integration.

- Beyond Self-Storage: From offices to hotels, RV parks to tiny-home villages—why any distressed asset can be repurposed with the right vision, team, and risk management.


Don’t forget to subscribe and leave a review so you never miss an episode covering the latest passive investing strategies, market trends, and real estate insights!


Take our Survey: PassivePockets.com/Survey


Disclaimer:

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us:

jimpfeifer@biggerpockets.com

]]> 2616 no From Doom to BOOM? Dr. Doom’s Shocking Market Outlook https://passivepockets.com/podcast/podcast-passive-podcast-206/ We sit down with John “Dr. Doom” Drachman for a revealing look at how the multifamily market has evolved since the turbulence of 2022 and what passive investors can do now. John unpacks the factors that led to trouble (“overheated” markets, aggressive loan structures, and short-term flips), why true distress hasn’t fully materialized, and how today’s environment calls for more “boring,” long-term investing strategies. Tune in to learn why survival in 2022 doesn’t necessarily mean smooth sailing ahead, and discover the indicators John is watching to guide his next move in multifamily. Today’s Episode Takeaways: - The story behind the “Dr. Doom” nickname and John’s early warnings in 2022 - Why the feared “tidal wave” of multifamily distress never fully hit—and what might still be ahead - Key lessons for passive investors: avoiding speculative bridge debt, focusing on strong operators, and thinking long-term - How “local knowledge” and regulatory nuances can drastically alter returns—especially in red vs. blue states - Why John is bullish on “boring” approaches like workforce housing and fixed-rate debt in uncertain times Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Tue, 04 Feb 2025 09:00:00 -0000 From Doom to BOOM? Dr. Doom’s Shocking Market Outlook full 205 PassivePockets, Jim Pfeifer, and Left Field Investors We sit down with John “Dr. Doom” Drachman for a revealing look at how the multifamily market has evolved since the turbulence of 2022 and what passive investors can do now. John unpacks the factors that led to trouble (“overheated” markets, aggressive loan structures, and short-term flips), why true distress hasn’t fully materialized, and how today’s environment calls for more “boring,” long-term investing strategies. Tune in to learn why survival in 2022 doesn’t necessarily mean smooth sailing ahead, and discover the indicators John is watching to guide his next move in multifamily. We sit down with John “Dr. Doom” Drachman for a revealing look at how the multifamily market has evolved since the turbulence of 2022 and what passive investors can do now. John unpacks the factors that led to trouble (“overheated” markets, aggressive loan structures, and short-term flips), why true distress hasn’t fully materialized, and how today’s environment calls for more “boring,” long-term investing strategies. Tune in to learn why survival in 2022 doesn’t necessarily mean smooth sailing ahead, and discover the indicators John is watching to guide his next move in multifamily. Today’s Episode Takeaways: - The story behind the “Dr. Doom” nickname and John’s early warnings in 2022 - Why the feared “tidal wave” of multifamily distress never fully hit—and what might still be ahead - Key lessons for passive investors: avoiding speculative bridge debt, focusing on strong operators, and thinking long-term - How “local knowledge” and regulatory nuances can drastically alter returns—especially in red vs. blue states - Why John is bullish on “boring” approaches like workforce housing and fixed-rate debt in uncertain times Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com We sit down with John “Dr. Doom” Drachman for a revealing look at how the multifamily market has evolved since the turbulence of 2022 and what passive investors can do now. John unpacks the factors that led to trouble (“overheated” markets, aggressive loan structures, and short-term flips), why true distress hasn’t fully materialized, and how today’s environment calls for more “boring,” long-term investing strategies. Tune in to learn why survival in 2022 doesn’t necessarily mean smooth sailing ahead, and discover the indicators John is watching to guide his next move in multifamily.


Today’s Episode Takeaways:

- The story behind the “Dr. Doom” nickname and John’s early warnings in 2022

- Why the feared “tidal wave” of multifamily distress never fully hit—and what might still be ahead

- Key lessons for passive investors: avoiding speculative bridge debt, focusing on strong operators, and thinking long-term

- How “local knowledge” and regulatory nuances can drastically alter returns—especially in red vs. blue states

- Why John is bullish on “boring” approaches like workforce housing and fixed-rate debt in uncertain times


Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more!


Take our Survey: PassivePockets.com/Survey


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At: jimpfeifer@biggerpockets.com

]]> 2883 no Multifamily Market Secrets and Trends: Jay Parsons Explains https://passivepockets.com/podcast/podcast-passive-podcast-205/ We welcome rental housing economist Jay Parsons to dissect the current multifamily landscape and offer insights on what 2025 might bring. Jay unpacks why record new deliveries haven’t led to severe distress (yet), how interest rate surprises are reshaping capital markets, and whether policy risks could outweigh simple supply-and-demand fundamentals. Learn why he believes “steady eddy” Midwest markets are surging, why the Sunbelt could soon make a comeback, and what these trends mean for passive investors looking at longer-term holds. Today’s Episode Takeaways: - Why multifamily demand has remained surprisingly strong - Whether we’ll see more distressed properties change hands in 2025 - How changes in supply, policy, and interest rates are shaping next year’s outlook - Why Jay sees a potential split between “busted” C-class deals and A/B-class stability - Key factors for LPs to consider when underwriting longer-term investments Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Tue, 28 Jan 2025 09:00:00 -0000 Multifamily Market Secrets and Trends: Jay Parsons Explains full 205 PassivePockets, Jim Pfeifer, and Left Field Investors We welcome rental housing economist Jay Parsons to dissect the current multifamily landscape and offer insights on what 2025 might bring. Jay unpacks why record new deliveries haven’t led to severe distress (yet), how interest rate surprises are reshaping capital markets, and whether policy risks could outweigh simple supply-and-demand fundamentals. Learn why he believes “steady eddy” Midwest markets are surging, why the Sunbelt could soon make a comeback, and what these trends mean for passive investors looking at longer-term holds. We welcome rental housing economist Jay Parsons to dissect the current multifamily landscape and offer insights on what 2025 might bring. Jay unpacks why record new deliveries haven’t led to severe distress (yet), how interest rate surprises are reshaping capital markets, and whether policy risks could outweigh simple supply-and-demand fundamentals. Learn why he believes “steady eddy” Midwest markets are surging, why the Sunbelt could soon make a comeback, and what these trends mean for passive investors looking at longer-term holds. Today’s Episode Takeaways: - Why multifamily demand has remained surprisingly strong - Whether we’ll see more distressed properties change hands in 2025 - How changes in supply, policy, and interest rates are shaping next year’s outlook - Why Jay sees a potential split between “busted” C-class deals and A/B-class stability - Key factors for LPs to consider when underwriting longer-term investments Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com We welcome rental housing economist Jay Parsons to dissect the current multifamily landscape and offer insights on what 2025 might bring. Jay unpacks why record new deliveries haven’t led to severe distress (yet), how interest rate surprises are reshaping capital markets, and whether policy risks could outweigh simple supply-and-demand fundamentals. Learn why he believes “steady eddy” Midwest markets are surging, why the Sunbelt could soon make a comeback, and what these trends mean for passive investors looking at longer-term holds.


Today’s Episode Takeaways:

- Why multifamily demand has remained surprisingly strong

- Whether we’ll see more distressed properties change hands in 2025

- How changes in supply, policy, and interest rates are shaping next year’s outlook

- Why Jay sees a potential split between “busted” C-class deals and A/B-class stability

- Key factors for LPs to consider when underwriting longer-term investments


Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more!


Take our Survey: PassivePockets.com/Survey


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2115 no Sponsor Vetting 101: 5 Steps to Safer Real Estate Investments with Spencer Hilligoss https://passivepockets.com/podcast/podcast-passive-podcast-204/ Investment expert Spencer Hilligoss of Madison Investing joins host Paul Shannon to discuss the essentials of vetting real estate sponsors. From building your network to identifying financial red flags, Spencer shares his five-part framework for evaluating a sponsor’s track record, team, communication style, and more. Discover why the sponsor’s personal balance sheet matters, how to tell if they truly care about tenant experience, and when it’s time to walk away- no matter how good the deal appears on paper. If you’re looking to elevate your due diligence process and make more informed investing decisions, this conversation is a must-listen. Today’s Episode Takeaways: - Why personal referrals often trump paid ads or internet searches - Spencer’s five-part sponsor vetting framework (track record, approach, team, communication, values) - “Failure response” and why sponsors who have faced adversity can be more reliable - The crucial differences between investing for cash flow vs. wealth building - Practical questions to ask every sponsor before wiring your funds Don’t forget to subscribe and leave a review so you never miss out on more expert insights on real estate and passive investing! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Tue, 21 Jan 2025 09:00:00 -0000 Sponsor Vetting 101: 5 Steps to Safer Real Estate Investments with Spencer Hilligoss full 204 PassivePockets, Jim Pfeifer, and Left Field Investors Investment expert Spencer Hilligoss of Madison Investing joins host Paul Shannon to discuss the essentials of vetting real estate sponsors. From building your network to identifying financial red flags, Spencer shares his five-part framework for evaluating a sponsor’s track record, team, communication style, and more. Discover why the sponsor’s personal balance sheet matters, how to tell if they truly care about tenant experience, and when it’s time to walk away- no matter how good the deal appears on paper. If you’re looking to elevate your due diligence process and make more informed investing decisions, this conversation is a must-listen. Investment expert Spencer Hilligoss of Madison Investing joins host Paul Shannon to discuss the essentials of vetting real estate sponsors. From building your network to identifying financial red flags, Spencer shares his five-part framework for evaluating a sponsor’s track record, team, communication style, and more. Discover why the sponsor’s personal balance sheet matters, how to tell if they truly care about tenant experience, and when it’s time to walk away- no matter how good the deal appears on paper. If you’re looking to elevate your due diligence process and make more informed investing decisions, this conversation is a must-listen. Today’s Episode Takeaways: - Why personal referrals often trump paid ads or internet searches - Spencer’s five-part sponsor vetting framework (track record, approach, team, communication, values) - “Failure response” and why sponsors who have faced adversity can be more reliable - The crucial differences between investing for cash flow vs. wealth building - Practical questions to ask every sponsor before wiring your funds Don’t forget to subscribe and leave a review so you never miss out on more expert insights on real estate and passive investing! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Investment expert Spencer Hilligoss of Madison Investing joins host Paul Shannon to discuss the essentials of vetting real estate sponsors. From building your network to identifying financial red flags, Spencer shares his five-part framework for evaluating a sponsor’s track record, team, communication style, and more. Discover why the sponsor’s personal balance sheet matters, how to tell if they truly care about tenant experience, and when it’s time to walk away- no matter how good the deal appears on paper. If you’re looking to elevate your due diligence process and make more informed investing decisions, this conversation is a must-listen.


Today’s Episode Takeaways:

- Why personal referrals often trump paid ads or internet searches

- Spencer’s five-part sponsor vetting framework (track record, approach, team, communication, values)

- “Failure response” and why sponsors who have faced adversity can be more reliable

- The crucial differences between investing for cash flow vs. wealth building

- Practical questions to ask every sponsor before wiring your funds


Don’t forget to subscribe and leave a review so you never miss out on more expert insights on real estate and passive investing!


Take our Survey: PassivePockets.com/Survey


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2169 no A Must Have Tool for Passive Investing with Litan Yahav https://passivepockets.com/podcast/podcast-passive-podcast-203/ We sit down with special guest Litan Yahav: the CEO and founder of Vyzer, an innovative virtual wealth management tool designed for passive investors. In this episode, Litan takes us behind the scenes of building a platform that helps you stay organized across multiple deals, GPs, and asset classes—while also giving us a sneak peek at how Vyzer uses aggregated (yet anonymous) data to identify top-performing operators. Get ready for game-changing insights on optimizing your time and improving your returns through smarter, simpler portfolio management. Today’s Episode Takeaways: - Litan’s journey from tech entrepreneur to passionate passive investor - A big announcement about free Vyzer access for PassivePockets members - Why “return on time” is just as important as ROI - Managing multiple syndications more efficiently with automation - Litan’s 2025 outlook on multifamily, private debt, mobile home parks, and more Whether you’re already investing or just getting started, this episode is loaded with tips on finding the right balance between risk, reward, and your most valuable resource- your time. Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more! PassivePockets Members get Vyzer for FREE (valued at $2,160): https://passivepockets.com/invest/vendors/ Visit Vyzer: https://vyzer.co/ Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Tue, 14 Jan 2025 09:00:00 -0000 A Must Have Tool for Passive Investing with Litan Yahav full 202 PassivePockets, Jim Pfeifer, and Left Field Investors We sit down with special guest Litan Yahav: the CEO and founder of Vyzer, an innovative virtual wealth management tool designed for passive investors. In this episode, Litan takes us behind the scenes of building a platform that helps you stay organized across multiple deals, GPs, and asset classes—while also giving us a sneak peek at how Vyzer uses aggregated (yet anonymous) data to identify top-performing operators. Get ready for game-changing insights on optimizing your time and improving your returns through smarter, simpler portfolio management. We sit down with special guest Litan Yahav: the CEO and founder of Vyzer, an innovative virtual wealth management tool designed for passive investors. In this episode, Litan takes us behind the scenes of building a platform that helps you stay organized across multiple deals, GPs, and asset classes—while also giving us a sneak peek at how Vyzer uses aggregated (yet anonymous) data to identify top-performing operators. Get ready for game-changing insights on optimizing your time and improving your returns through smarter, simpler portfolio management. Today’s Episode Takeaways: - Litan’s journey from tech entrepreneur to passionate passive investor - A big announcement about free Vyzer access for PassivePockets members - Why “return on time” is just as important as ROI - Managing multiple syndications more efficiently with automation - Litan’s 2025 outlook on multifamily, private debt, mobile home parks, and more Whether you’re already investing or just getting started, this episode is loaded with tips on finding the right balance between risk, reward, and your most valuable resource- your time. Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more! PassivePockets Members get Vyzer for FREE (valued at $2,160): https://passivepockets.com/invest/vendors/ Visit Vyzer: https://vyzer.co/ Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com We sit down with special guest Litan Yahav: the CEO and founder of Vyzer, an innovative virtual wealth management tool designed for passive investors. In this episode, Litan takes us behind the scenes of building a platform that helps you stay organized across multiple deals, GPs, and asset classes—while also giving us a sneak peek at how Vyzer uses aggregated (yet anonymous) data to identify top-performing operators. Get ready for game-changing insights on optimizing your time and improving your returns through smarter, simpler portfolio management.


Today’s Episode Takeaways:

- Litan’s journey from tech entrepreneur to passionate passive investor

- A big announcement about free Vyzer access for PassivePockets members

- Why “return on time” is just as important as ROI

- Managing multiple syndications more efficiently with automation

- Litan’s 2025 outlook on multifamily, private debt, mobile home parks, and more


Whether you’re already investing or just getting started, this episode is loaded with tips on finding the right balance between risk, reward, and your most valuable resource- your time.


Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more!


PassivePockets Members get Vyzer for FREE (valued at $2,160): https://passivepockets.com/invest/vendors/


Visit Vyzer: https://vyzer.co/


Take our Survey: PassivePockets.com/Survey


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2073 no Brian Burke Never Investing Again? | The Breakdown of Multi-Family Assets in 2025 https://passivepockets.com/podcast/podcast-passive-podcast-202/ Join seasoned real estate experts Jim Pfeifer and Brian Burke as they unpack the landscape of multifamily investing in 2025. In this insightful discussion, they navigate the complexities of today's market, from construction delays to debt challenges, offering their seasoned perspectives on where opportunities lie. The conversation dives deep into why multifamily properties continue to attract investors, while honestly addressing the headwinds facing the industry - from operational challenges to the evolving dynamics between buyers and sellers. Burke and Pfeifer share their unvarnished take on realistic return expectations and offer a nuanced analysis of different property classifications, from stable Class A assets to the more challenging Class C properties. Whether you're a seasoned real estate investor or just getting started, this episode provides valuable insights into market trends, risk assessment, and potential opportunities emerging in 2025. Don't miss Burke's optimistic outlook on the year ahead and learn why timing might be everything in the current market cycle. Perfect for: Real estate investors, property managers, market analysts, and anyone interested in understanding the future of multifamily real estate investment. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Wed, 08 Jan 2025 16:11:00 -0000 Brian Burke Never Investing Again? | The Breakdown of Multi-Family Assets in 2025 full 204 PassivePockets, Jim Pfeifer, and Left Field Investors In this insightful discussion, they navigate the complexities of today's market, from construction delays to debt challenges, offering their seasoned perspectives on where opportunities lie. Join seasoned real estate experts Jim Pfeifer and Brian Burke as they unpack the landscape of multifamily investing in 2025. In this insightful discussion, they navigate the complexities of today's market, from construction delays to debt challenges, offering their seasoned perspectives on where opportunities lie. The conversation dives deep into why multifamily properties continue to attract investors, while honestly addressing the headwinds facing the industry - from operational challenges to the evolving dynamics between buyers and sellers. Burke and Pfeifer share their unvarnished take on realistic return expectations and offer a nuanced analysis of different property classifications, from stable Class A assets to the more challenging Class C properties. Whether you're a seasoned real estate investor or just getting started, this episode provides valuable insights into market trends, risk assessment, and potential opportunities emerging in 2025. Don't miss Burke's optimistic outlook on the year ahead and learn why timing might be everything in the current market cycle. Perfect for: Real estate investors, property managers, market analysts, and anyone interested in understanding the future of multifamily real estate investment. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Join seasoned real estate experts Jim Pfeifer and Brian Burke as they unpack the landscape of multifamily investing in 2025. In this insightful discussion, they navigate the complexities of today's market, from construction delays to debt challenges, offering their seasoned perspectives on where opportunities lie.


The conversation dives deep into why multifamily properties continue to attract investors, while honestly addressing the headwinds facing the industry - from operational challenges to the evolving dynamics between buyers and sellers. Burke and Pfeifer share their unvarnished take on realistic return expectations and offer a nuanced analysis of different property classifications, from stable Class A assets to the more challenging Class C properties.


Whether you're a seasoned real estate investor or just getting started, this episode provides valuable insights into market trends, risk assessment, and potential opportunities emerging in 2025. Don't miss Burke's optimistic outlook on the year ahead and learn why timing might be everything in the current market cycle.


Perfect for: Real estate investors, property managers, market analysts, and anyone interested in understanding the future of multifamily real estate investment.


Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!


Take our Survey: PassivePockets.com/Survey


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2383 no How To Analyze Deals Like A Pro with Tyson Miller https://passivepockets.com/podcast/podcast-passive-podcast-201/ We dive deep into everything you need to know about the essentials of analyzing a deal with our guest, Tyson Miller. the must-know strategies for mastering real estate investments. Discover Paul’s top tips for identifying red flags that could save your next deal and learn the secret strategy to uncovering the critical details that make or break your investments. Explore game-changing methods for deal analysis, and get a clear breakdown of how cap rates can impact your profitability. We also uncover the #1 deal-breaker you need to watch out for and tackle the debate of cost vs. risk to highlight what truly matters in your risk analysis. Today’s Episode’s Takeaways: ✅Paul’s Top Tips For Identifying Red Flags ✅Knowing how and when you should open a syndication deal offer. ✅How to know if your deal is market friendly ✅The #1 Deal-Breaker you need to watch out. Whether you’re a seasoned investor or just starting, this episode is packed with actionable insights to elevate your real estate game. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Tue, 31 Dec 2024 09:00:00 -0000 How To Analyze Deals Like A Pro with Tyson Miller full 201 PassivePockets, Jim Pfeifer, and Left Field Investors We dive deep into everything you need to know about the essentials of analyzing a deal with our guest, Tyson Miller. the must-know strategies for mastering real estate investments. Discover Paul’s top tips for identifying red flags that could save your next deal and learn the secret strategy to uncovering the critical details that make or break your investments. Explore game-changing methods for deal analysis, and get a clear breakdown of how cap rates can impact your profitability. We also uncover the #1 deal-breaker you need to watch out for and tackle the debate of cost vs. risk to highlight what truly matters in your risk analysis. We dive deep into everything you need to know about the essentials of analyzing a deal with our guest, Tyson Miller. the must-know strategies for mastering real estate investments. Discover Paul’s top tips for identifying red flags that could save your next deal and learn the secret strategy to uncovering the critical details that make or break your investments. Explore game-changing methods for deal analysis, and get a clear breakdown of how cap rates can impact your profitability. We also uncover the #1 deal-breaker you need to watch out for and tackle the debate of cost vs. risk to highlight what truly matters in your risk analysis. Today’s Episode’s Takeaways: ✅Paul’s Top Tips For Identifying Red Flags ✅Knowing how and when you should open a syndication deal offer. ✅How to know if your deal is market friendly ✅The #1 Deal-Breaker you need to watch out. Whether you’re a seasoned investor or just starting, this episode is packed with actionable insights to elevate your real estate game. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com We dive deep into everything you need to know about the essentials of analyzing a deal with our guest, Tyson Miller. the must-know strategies for mastering real estate investments. Discover Paul’s top tips for identifying red flags that could save your next deal and learn the secret strategy to uncovering the critical details that make or break your investments. Explore game-changing methods for deal analysis, and get a clear breakdown of how cap rates can impact your profitability. We also uncover the #1 deal-breaker you need to watch out for and tackle the debate of cost vs. risk to highlight what truly matters in your risk analysis.


Today’s Episode’s Takeaways:

✅Paul’s Top Tips For Identifying Red Flags

✅Knowing how and when you should open a syndication deal offer.

✅How to know if your deal is market friendly

✅The #1 Deal-Breaker you need to watch out.


Whether you’re a seasoned investor or just starting, this episode is packed with actionable insights to elevate your real estate game.


Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!


Take our Survey: PassivePockets.com/Survey


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2226 no Deal Review | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten https://passivepockets.com/podcast/podcast-passive-podcast-200/ 🌟 Deal Review with Passive Investors | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 🌟 In this episode of our Deal Review Series, we’re joined by Whitney Elkins-Hutten from Passive Investing.com, who’ll present the highlights of their PIC Debt Fund. Together with an expert panel of seasoned Limited Partners, including Paul Shannon (Co-Host of the PassivePockets podcast) and Litan Yahav (Founder of Vyzer), we’ll: ✅ Analyze the Deal – What makes this fund worth considering? ✅ Spot Red Flags – Learn how to identify potential risks. ✅ Ask Tough Questions – Discover how LPs dig deeper into the details. ✅ Gain Actionable Insights – Build confidence in evaluating real estate syndication deals like a pro. If you’re looking to sharpen your skills as a passive investor, this episode is packed with tips, strategies, and lessons learned from experienced Limited Partners. Whether you're a beginner or a seasoned investor, you’ll walk away with tools to make smarter investment decisions. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take Our Survey: PassivePockets.com/survey Check Out The Deal: https://passivepockets.com/directory/real-estate-debt-fund-pic-fund-i/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Tue, 24 Dec 2024 09:00:00 -0000 Deal Review | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten full 200 PassivePockets, Jim Pfeifer, and Left Field Investors 🌟 Deal Review with Passive Investors | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 🌟 In this episode of our Deal Review Series, we’re joined by Whitney Elkins-Hutten from Passive Investing.com, who’ll present the highlights of their PIC Debt Fund. Together with an expert panel of seasoned Limited Partners, including Paul Shannon (Co-Host of the PassivePockets podcast) and Litan Yahav (Founder of Vyzer), we’ll: ✅ Analyze the Deal – What makes this fund worth considering? ✅ Spot Red Flags – Learn how to identify potential risks. ✅ Ask Tough Questions – Discover how LPs dig deeper into the details. ✅ Gain Actionable Insights – Build confidence in evaluating real estate syndication deals like a pro. If you’re looking to sharpen your skills as a passive investor, this episode is packed with tips, strategies, and lessons learned from experienced Limited Partners. Whether you're a beginner or a seasoned investor, you’ll walk away with tools to make smarter investment decisions. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take Our Survey: PassivePockets.com/survey Check Out The Deal: https://passivepockets.com/directory/real-estate-debt-fund-pic-fund-i/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com 🌟 Deal Review with Passive Investors | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 🌟 In this episode of our Deal Review Series, we’re joined by Whitney Elkins-Hutten from Passive Investing.com, who’ll present the highlights of their PIC Debt Fund. Together with an expert panel of seasoned Limited Partners, including Paul Shannon (Co-Host of the PassivePockets podcast) and Litan Yahav (Founder of Vyzer), we’ll: ✅ Analyze the Deal – What makes this fund worth considering? ✅ Spot Red Flags – Learn how to identify potential risks. ✅ Ask Tough Questions – Discover how LPs dig deeper into the details. ✅ Gain Actionable Insights – Build confidence in evaluating real estate syndication deals like a pro. If you’re looking to sharpen your skills as a passive investor, this episode is packed with tips, strategies, and lessons learned from experienced Limited Partners. Whether you're a beginner or a seasoned investor, you’ll walk away with tools to make smarter investment decisions. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take Our Survey: PassivePockets.com/survey Check Out The Deal: https://passivepockets.com/directory/real-estate-debt-fund-pic-fund-i/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com 🌟 Deal Review with Passive Investors | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 🌟


In this episode of our Deal Review Series, we’re joined by Whitney Elkins-Hutten from Passive Investing.com, who’ll present the highlights of their PIC Debt Fund. Together with an expert panel of seasoned Limited Partners, including Paul Shannon (Co-Host of the PassivePockets podcast) and Litan Yahav (Founder of Vyzer), we’ll:


✅ Analyze the Deal – What makes this fund worth considering?

✅ Spot Red Flags – Learn how to identify potential risks.

✅ Ask Tough Questions – Discover how LPs dig deeper into the details.

✅ Gain Actionable Insights – Build confidence in evaluating real estate syndication deals like a pro.


If you’re looking to sharpen your skills as a passive investor, this episode is packed with tips, strategies, and lessons learned from experienced Limited Partners. Whether you're a beginner or a seasoned investor, you’ll walk away with tools to make smarter investment decisions.


Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!


Take Our Survey:

PassivePockets.com/survey


Check Out The Deal:

https://passivepockets.com/directory/real-estate-debt-fund-pic-fund-i/


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2743 no Who Do YOU Invest In: Vetting Operators 101 https://passivepockets.com/podcast/podcast-passive-podcast-199/ Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez. We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering: Why an operator’s track record is key Co-investing and risk tolerance alignment How to spot red flags in litigation history Trusting your gut and when it matters most Getting the real story with LP referrals This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later! Take Our Survey: www.passivepockets.com/survey 👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game! Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Links: www.passivepockets.com/survey Tue, 17 Dec 2024 09:00:00 -0000 Who Do YOU Invest In: Vetting Operators 101 full 199 PassivePockets, Jim Pfeifer, and Left Field Investors Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez. Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez. We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering: Why an operator’s track record is key Co-investing and risk tolerance alignment How to spot red flags in litigation history Trusting your gut and when it matters most Getting the real story with LP referrals This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later! Take Our Survey: www.passivepockets.com/survey 👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game! Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Links: www.passivepockets.com/survey Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez.


We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering:


  • Why an operator’s track record is key
  • Co-investing and risk tolerance alignment
  • How to spot red flags in litigation history
  • Trusting your gut and when it matters most
  • Getting the real story with LP referrals


This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later!


Take Our Survey: www.passivepockets.com/survey


👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game!


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Contact Us At:

jimpfeifer@biggerpockets.com


Links:

www.passivepockets.com/survey

]]> 2163 no LP Panel: Insider Deal Review Secrets for Passive Investors | AAA Storage Investments https://passivepockets.com/podcast/podcast-passive-podcast-198/ In our latest Deal Review episode, Paul Bennett from AAA Storage presents the AAA Storage Growth Fund I to our LP panel: Jim Pfeifer, Paul Shannon, Chris Lopez. You can expect a breakdown of the fund’s strategy, projected returns, and structure — and tough questions and candid insights from our LP Panel.The LP panel asks questions like: Are we catching a falling knife by investing now, or is the market bottoming out? How will cash flow be handled post-stabilization? How do Delaware Statutory Trusts work in this deal? Want to discuss the deal with other investors? Start your FREE 7-day trial to get access to PassivePockets: Discover new sponsors and read real investor ratings & reviews Find and vet deals quickly and easily Connect with investors in private, investor-only forums Improve your due diligence by watching our LP Panel Deal Review series Access expert insights with on-demand courses, articles, and webinars Disclaimer: The content of this video is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This video may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this video. 00:00 Introduction to Passive Investing and Deal Review 01:23 Overview of AAA Storage Investments 05:21 Investment Strategy and Fund Structure 09:28 Panel Discussion and Q&A 29:40 LP Panel Insights and Conclusion Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts. 🔔 Subscribe for more passive investing tips and stay updated on the latest trends in storage investments. Learn more about AAA Storage Investments Contact Us At: jimpfeifer@biggerpockets.com Tue, 10 Dec 2024 09:00:00 -0000 LP Panel: Insider Deal Review Secrets for Passive Investors | AAA Storage Investments full 198 PassivePockets, Jim Pfeifer, and Left Field Investors In the latest episode of our Deal Review Series, Nick Stonestreet and Drew Weinstein from DLP Capital present their latest deal to our LP panel: Paul Shannon, and Chris Lopez. In our latest Deal Review episode, Paul Bennett from AAA Storage presents the AAA Storage Growth Fund I to our LP panel: Jim Pfeifer, Paul Shannon, Chris Lopez. You can expect a breakdown of the fund’s strategy, projected returns, and structure — and tough questions and candid insights from our LP Panel.The LP panel asks questions like: Are we catching a falling knife by investing now, or is the market bottoming out? How will cash flow be handled post-stabilization? How do Delaware Statutory Trusts work in this deal? Want to discuss the deal with other investors? Start your FREE 7-day trial to get access to PassivePockets: Discover new sponsors and read real investor ratings & reviews Find and vet deals quickly and easily Connect with investors in private, investor-only forums Improve your due diligence by watching our LP Panel Deal Review series Access expert insights with on-demand courses, articles, and webinars Disclaimer: The content of this video is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This video may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this video. 00:00 Introduction to Passive Investing and Deal Review 01:23 Overview of AAA Storage Investments 05:21 Investment Strategy and Fund Structure 09:28 Panel Discussion and Q&A 29:40 LP Panel Insights and Conclusion Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts. 🔔 Subscribe for more passive investing tips and stay updated on the latest trends in storage investments. Learn more about AAA Storage Investments Contact Us At: jimpfeifer@biggerpockets.com In our latest Deal Review episode, Paul Bennett from AAA Storage presents the AAA Storage Growth Fund I to our LP panel: Jim Pfeifer, Paul Shannon, Chris Lopez.


You can expect a breakdown of the fund’s strategy, projected returns, and structure — and tough questions and candid insights from our LP Panel.The LP panel asks questions like:

  • Are we catching a falling knife by investing now, or is the market bottoming out?
  • How will cash flow be handled post-stabilization?
  • How do Delaware Statutory Trusts work in this deal?


Want to discuss the deal with other investors? Start your FREE 7-day trial to get access to PassivePockets:

Discover new sponsors and read real investor ratings & reviews

  • Find and vet deals quickly and easily
  • Connect with investors in private, investor-only forums
  • Improve your due diligence by watching our LP Panel Deal Review series
  • Access expert insights with on-demand courses, articles, and webinars


Disclaimer:

The content of this video is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This video may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this video.


00:00 Introduction to Passive Investing and Deal Review

01:23 Overview of AAA Storage Investments

05:21 Investment Strategy and Fund Structure

09:28 Panel Discussion and Q&A

29:40 LP Panel Insights and Conclusion


Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts.


🔔 Subscribe for more passive investing tips and stay updated on the latest trends in storage investments.

Learn more about AAA Storage Investments


Contact Us At:

jimpfeifer@biggerpockets.com



]]> 2752 no Your Financial Advisor is WRONG: 4% Rule Debunked with Guest Chris Miles https://passivepockets.com/podcast/podcast-passive-podcast-197/ Learn more about PassivePockets: https://passivepockets.com/pricing Money Ripples Show Notes link: https://bit.ly/48UqUl3 In this episode, Jim Pfeifer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets. Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns. Tue, 03 Dec 2024 09:00:00 -0000 Your Financial Advisor is WRONG: 4% Rule Debunked with Guest Chris Miles full 197 PassivePockets, Jim Pfeifer, and Left Field Investors In this episode, Jim Pfeiffer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets. Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns. Learn more about PassivePockets: https://passivepockets.com/pricing Money Ripples Show Notes link: https://bit.ly/48UqUl3 In this episode, Jim Pfeifer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets. Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns. Learn more about PassivePockets: https://passivepockets.com/pricing


Money Ripples Show Notes link: https://bit.ly/48UqUl3


In this episode, Jim Pfeifer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets.


Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns.

]]> 2647 no How Preferred Equity Minimizes Risk and Maximizes ROI in Real Estate With Jim Pfeifer and guest Paul Moore and Troy Zsofka https://passivepockets.com/podcast/podcast-passive-podcast-196/ 🎙 Discover how preferred equity can help you maximize returns and minimize risk in real estate investing! In this video, host Jim Pfeifer, and guests Paul Moore, and Troy Zsofka break down the basics of preferred equity, how it works, and why it's a game-changer for savvy investors. Whether you're a seasoned real estate pro or just starting out, you'll learn actionable tips to make smarter investment decisions.. 👉 What you'll learn: What is preferred equity in real estate? How it reduces risk and secures returns. Real-life examples of preferred equity in action. Don’t miss out on this must-watch guide for smarter investing! 🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence. Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resource Links: Contact Us At: jimpfeifer@biggerpockets.com Tue, 26 Nov 2024 09:00:00 -0000 How Preferred Equity Minimizes Risk and Maximizes ROI in Real Estate With Jim Pfeifer and guest Paul Moore and Troy Zsofka full 196 PassivePockets, Jim Pfeifer, and Left Field Investors 🎙 Discover how preferred equity can help you maximize returns and minimize risk in real estate investing! In this video, host Jim Pfeifer breaks down the basics of preferred equity, how it works, and why it's a game-changer for savvy investors. Whether you're a seasoned real estate pro or just starting out, you'll learn actionable tips to make smarter investment decisions. 🎙 Discover how preferred equity can help you maximize returns and minimize risk in real estate investing! In this video, host Jim Pfeifer, and guests Paul Moore, and Troy Zsofka break down the basics of preferred equity, how it works, and why it's a game-changer for savvy investors. Whether you're a seasoned real estate pro or just starting out, you'll learn actionable tips to make smarter investment decisions.. 👉 What you'll learn: What is preferred equity in real estate? How it reduces risk and secures returns. Real-life examples of preferred equity in action. Don’t miss out on this must-watch guide for smarter investing! 🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence. Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resource Links: Contact Us At: jimpfeifer@biggerpockets.com 🎙 Discover how preferred equity can help you maximize returns and minimize risk in real estate investing! In this video, host Jim Pfeifer, and guests Paul Moore, and Troy Zsofka

break down the basics of preferred equity, how it works, and why it's a

game-changer for savvy investors. Whether you're a seasoned real estate

pro or just starting out, you'll learn actionable tips to make smarter

investment decisions..


👉 What you'll learn:

  • What is preferred equity in real estate?
  • How it reduces risk and secures returns.
  • Real-life examples of preferred equity in action.


Don’t miss out on this must-watch guide for smarter investing!


🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence.


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Resource Links:

Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2262 no Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time https://passivepockets.com/podcast/podcast-passive-podcast-195/ 🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions. ⏰ Timestamps: 00:00 - Introduction 1:00 - #1: Not Asking The Right Questions 4:05 - #2: Thinking Passive Investing is 100% Passive 12:46 - #3: Thinking Preferred Return = Steady Cash Flow 12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!) 15:55 - #5: Failing to Align Your Investment Strategy with Your Goals 17:31 - #6: Failing to Prioritize a Diversified Investment Strategy 24:48 - #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity 28:03 - #8: Not Reading the Private Placement Memorandum (PPM) 31:35 - #9: Not Joining a Community Like Passive Pockets 34:45 - Outro In the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ 🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔 Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts. 🔗 Links: Website: https://passivepockets.com/ Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 19 Nov 2024 10:00:00 -0000 Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time full 195 PassivePockets, Jim Pfeifer, and Left Field Investors Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions. 🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions. ⏰ Timestamps: 00:00 - Introduction 1:00 - #1: Not Asking The Right Questions 4:05 - #2: Thinking Passive Investing is 100% Passive 12:46 - #3: Thinking Preferred Return = Steady Cash Flow 12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!) 15:55 - #5: Failing to Align Your Investment Strategy with Your Goals 17:31 - #6: Failing to Prioritize a Diversified Investment Strategy 24:48 - #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity 28:03 - #8: Not Reading the Private Placement Memorandum (PPM) 31:35 - #9: Not Joining a Community Like Passive Pockets 34:45 - Outro In the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ 🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔 Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts. 🔗 Links: Website: https://passivepockets.com/ Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. 🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions.


⏰ Timestamps:

00:00 - Introduction

1:00 - #1: Not Asking The Right Questions

4:05 - #2: Thinking Passive Investing is 100% Passive

12:46 - #3: Thinking Preferred Return = Steady Cash Flow

12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!)

15:55 - #5: Failing to Align Your Investment Strategy with Your Goals

17:31 - #6: Failing to Prioritize a Diversified Investment Strategy

24:48 - #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity

28:03 - #8: Not Reading the Private Placement Memorandum (PPM)

31:35 - #9: Not Joining a Community Like Passive Pockets

34:45 - Outro


In the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link:

https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/


🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔


Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts.


🔗 Links:

Website: https://passivepockets.com/

Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2312 no From Traditional Financial Advisor to Passive Investor: Jim Pfeifer and Mark Kelley Share Top Strategies https://passivepockets.com/podcast/podcast-passive-podcast-194/ In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned from traditional financial advisory roles to successful passive investors, sharing their top strategies for creating sustainable income and building wealth with less hands-on management. Listen in to learn: Why passive investing is on the rise among financial professionals The advantages and potential challenges of a passive investment approach Proven strategies for diversifying and growing your portfolio Tips for beginners to get started with passive income streams Whether you’re a seasoned financial advisor or a curious investor, this episode is packed with insights to help you leverage passive investments to achieve financial freedom. Tune in and discover new ways to make your money work for you! 🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence. Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Tue, 12 Nov 2024 10:00:00 -0000 From Traditional Financial Advisor to Passive Investor: Jim Pfeifer and Mark Kelley Share Top Strategies full 194 PassivePockets, Jim Pfeifer, and Left Field Investors In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned from traditional financial advisory roles to successful passive investors, sharing their top strategies for creating sustainable income and building wealth with less hands-on management. In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned from traditional financial advisory roles to successful passive investors, sharing their top strategies for creating sustainable income and building wealth with less hands-on management. Listen in to learn: Why passive investing is on the rise among financial professionals The advantages and potential challenges of a passive investment approach Proven strategies for diversifying and growing your portfolio Tips for beginners to get started with passive income streams Whether you’re a seasoned financial advisor or a curious investor, this episode is packed with insights to help you leverage passive investments to achieve financial freedom. Tune in and discover new ways to make your money work for you! 🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence. Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned from traditional financial advisory roles to successful passive investors, sharing their top strategies for creating sustainable income and building wealth with less hands-on management.


Listen in to learn:

  • Why passive investing is on the rise among financial professionals
  • The advantages and potential challenges of a passive investment approach
  • Proven strategies for diversifying and growing your portfolio
  • Tips for beginners to get started with passive income streams


Whether you’re a seasoned financial advisor or a curious investor, this episode is packed with insights to help you leverage passive investments to achieve financial freedom. Tune in and discover new ways to make your money work for you!


🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence.


Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

]]> 2334 no How to Build Wealth Through Passive Real Estate Investing: Syndication 101 With Devon Kennard https://passivepockets.com/podcast/podcast-passive-podcast-193/ Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest Devon Kennard dives into the basics of real estate syndication—the ultimate strategy for building wealth without the day-to-day management headaches. Whether you're new to real estate or an experienced investor, syndication offers a powerful way to earn passive income, diversify your portfolio, and invest in larger properties like apartment buildings and commercial real estate. Join us as we break down the syndication process, how to evaluate syndication deals, and the role of passive investors in these lucrative opportunities. Learn how to leverage the expertise of seasoned sponsors and grow your wealth while gaining freedom from active property management. Tune in to discover all of the basics of syndication: What real estate syndication is and how it works Define the terms you will hear in this podcast The benefits of passive real estate investing Who should get involved in real estate investing How to choose the right syndication deals Key tips for success as a passive investor And the advantages and disadvantages of passive investing. If you’re looking to build long-term wealth and secure financial freedom through passive real estate investing, this episode is for you! Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more. The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com Tue, 05 Nov 2024 10:00:00 -0000 How to Build Wealth Through Passive Real Estate Investing: Syndication 101 With Devon Kennard full 193 PassivePockets, Jim Pfeifer, and Left Field Investors Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest dives into the basics of real estate syndication—the ultimate strategy for building wealth without the day-to-day management headaches. Whether you're new to real estate or an experienced investor, syndication offers a powerful way to earn passive income, diversify your portfolio, and invest in larger properties like apartment buildings and commercial real estate. Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest Devon Kennard dives into the basics of real estate syndication—the ultimate strategy for building wealth without the day-to-day management headaches. Whether you're new to real estate or an experienced investor, syndication offers a powerful way to earn passive income, diversify your portfolio, and invest in larger properties like apartment buildings and commercial real estate. Join us as we break down the syndication process, how to evaluate syndication deals, and the role of passive investors in these lucrative opportunities. Learn how to leverage the expertise of seasoned sponsors and grow your wealth while gaining freedom from active property management. Tune in to discover all of the basics of syndication: What real estate syndication is and how it works Define the terms you will hear in this podcast The benefits of passive real estate investing Who should get involved in real estate investing How to choose the right syndication deals Key tips for success as a passive investor And the advantages and disadvantages of passive investing. If you’re looking to build long-term wealth and secure financial freedom through passive real estate investing, this episode is for you! Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more. The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest Devon Kennard dives into the basics of real estate syndication—the ultimate strategy for building wealth without the day-to-day management headaches. Whether you're new to real estate or an experienced investor, syndication offers a powerful way to earn passive income, diversify your portfolio, and invest in larger properties like apartment buildings and commercial real estate.


Join us as we break down the syndication process, how to evaluate syndication deals, and the role of passive investors in these lucrative opportunities. Learn how to leverage the expertise of seasoned sponsors and grow your wealth while gaining freedom from active property management.


Tune in to discover all of the basics of syndication:

  • What real estate syndication is and how it works
  • Define the terms you will hear in this podcast
  • The benefits of passive real estate investing
  • Who should get involved in real estate investing
  • How to choose the right syndication deals
  • Key tips for success as a passive investor
  • And the advantages and disadvantages of passive investing.


If you’re looking to build long-term wealth and secure financial freedom through passive real estate investing, this episode is for you!


Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more.


The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Resources Mentioned:

Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2649 no How to Identify Red Flags in a Syndication Deal as a Limited Partner https://passivepockets.com/podcast/podcast-passive-podcast-192/ Are you thinking about investing in real estate syndication as a limited partner? In this episode, Jim Pfeifer and guest Stacey Stegenga dive deep into the red flags you need to watch for before committing to any syndication deal. From hidden fees and lack of transparency to syndicator track records, we’ll give you the tools to protect your investment and spot the warning signs early. Whether you're new to syndications or a seasoned investor, this episode will guide you through the key aspects to evaluate before you invest. 🎙️ What You'll Learn in This Episode: Common red flags in real estate syndication deals 🚩 What every limited partner should know Essential questions to ask syndicators How to safeguard your investment Avoiding mistakes as a passive investor 👉 Subscribe for more episodes on real estate investing, financial growth, and building passive income. Join us to stay informed and make smarter investment decisions! The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com Tue, 29 Oct 2024 09:00:00 -0000 How to Identify Red Flags in a Syndication Deal as a Limited Partner full 192 PassivePockets, Jim Pfeifer, and Left Field Investors Are you thinking about investing in real estate syndication as a limited partner? In this episode, Jim Pfeifer and guest Stacey Stegenga dive deep into the red flags you need to watch for before committing to any syndication deal. From hidden fees and lack of transparency to syndicator track records, we’ll give you the tools to protect your investment and spot the warning signs early. Whether you're new to syndications or a seasoned investor, this episode will guide you through the key aspects to evaluate before you invest. Are you thinking about investing in real estate syndication as a limited partner? In this episode, Jim Pfeifer and guest Stacey Stegenga dive deep into the red flags you need to watch for before committing to any syndication deal. From hidden fees and lack of transparency to syndicator track records, we’ll give you the tools to protect your investment and spot the warning signs early. Whether you're new to syndications or a seasoned investor, this episode will guide you through the key aspects to evaluate before you invest. 🎙️ What You'll Learn in This Episode: Common red flags in real estate syndication deals 🚩 What every limited partner should know Essential questions to ask syndicators How to safeguard your investment Avoiding mistakes as a passive investor 👉 Subscribe for more episodes on real estate investing, financial growth, and building passive income. Join us to stay informed and make smarter investment decisions! The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com Are you thinking about investing in real estate syndication as a limited partner? In this episode, Jim Pfeifer and guest Stacey Stegenga dive deep into the red flags you need to watch for before committing to any syndication deal. From hidden fees and lack of transparency to syndicator track records, we’ll give you the tools to protect your investment and spot the warning signs early. Whether you're new to syndications or a seasoned investor, this episode will guide you through the key aspects to evaluate before you invest.


🎙️ What You'll Learn in This Episode:

  • Common red flags in real estate syndication deals 🚩
  • What every limited partner should know
  • Essential questions to ask syndicators
  • How to safeguard your investment
  • Avoiding mistakes as a passive investor


👉 Subscribe for more episodes on real estate investing, financial growth, and building passive income. Join us to stay informed and make smarter investment decisions!


The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Resources Mentioned:

Contact Us At:

jimpfeifer@biggerpockets.com

]]> 1896 no How to Become a Passive Investor: Tips to Transition from Active Investing https://passivepockets.com/podcast/podcast-passive-podcast-191/ In this episode, Jim Pfeifer interviews Travis Henry, who shares his journey from active residential investing to becoming a successful passive commercial investor. Travis discusses how he leveraged his underwriting expertise to make smarter investment decisions and strategically transitioned from active management to a passive income-generating portfolio. He provides actionable tips on when to stay active and when it’s time to go passive, helping investors determine which path best suits their financial goals and lifestyle. Tune in to discover: How Travis made the switch from residential to commercial real estate When to remain an active investor vs. when to consider going passive The advantages of leveraging an underwriting career for smarter investments Building a diversified commercial portfolio with minimal management Key insights into real estate syndications, REITs, and other passive investment opportunities Whether you're looking to scale your portfolio or seeking more freedom through passive investing, this episode offers valuable advice on making the right choices at the right time. Unlock the secrets to passive income and start your journey to financial freedom today! The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com Tue, 22 Oct 2024 09:00:00 -0000 How to Become a Passive Investor: Tips to Transition from Active Investing full 191 PassivePockets, Jim Pfeifer, and Left Field Investors In this episode, Jim Pfeifer interviews Travis Henry, who shares his journey from active residential investing to becoming a successful passive commercial investor. Travis discusses how he leveraged his underwriting expertise to make smarter investment decisions and strategically transitioned from active management to a passive income-generating portfolio. He provides actionable tips on when to stay active and when it’s time to go passive, helping investors determine which path best suits their financial goals and lifestyle. In this episode, Jim Pfeifer interviews Travis Henry, who shares his journey from active residential investing to becoming a successful passive commercial investor. Travis discusses how he leveraged his underwriting expertise to make smarter investment decisions and strategically transitioned from active management to a passive income-generating portfolio. He provides actionable tips on when to stay active and when it’s time to go passive, helping investors determine which path best suits their financial goals and lifestyle. Tune in to discover: How Travis made the switch from residential to commercial real estate When to remain an active investor vs. when to consider going passive The advantages of leveraging an underwriting career for smarter investments Building a diversified commercial portfolio with minimal management Key insights into real estate syndications, REITs, and other passive investment opportunities Whether you're looking to scale your portfolio or seeking more freedom through passive investing, this episode offers valuable advice on making the right choices at the right time. Unlock the secrets to passive income and start your journey to financial freedom today! The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com In this episode, Jim Pfeifer interviews Travis Henry, who shares his journey from active residential investing to becoming a successful passive commercial investor. Travis discusses how he leveraged his underwriting expertise to make smarter investment decisions and strategically transitioned from active management to a passive income-generating portfolio. He provides actionable tips on when to stay active and when it’s time to go passive, helping investors determine which path best suits their financial goals and lifestyle.


Tune in to discover:

  • How Travis made the switch from residential to commercial real estate
  • When to remain an active investor vs. when to consider going passive
  • The advantages of leveraging an underwriting career for smarter investments
  • Building a diversified commercial portfolio with minimal management
  • Key insights into real estate syndications, REITs, and other passive investment opportunities


Whether you're looking to scale your portfolio or seeking more freedom through passive investing, this episode offers valuable advice on making the right choices at the right time.


Unlock the secrets to passive income and start your journey to financial freedom today!


The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.


Resources Mentioned:

Contact Us At:

jimpfeifer@biggerpockets.com

]]> 2616 no The State of Passive Investing in 2024 With Guest Peter Linneman: What You Need To Know https://passivepockets.com/podcast/podcast-passive-podcast-190/ In this episode, we're joined by passive investing expert Jim Pfeifer and Guest Peter Linneman explore the evolving landscape of passive income strategies in 2024. Whether you're a seasoned investor or just getting started, Jim provides valuable insights on the current trends, opportunities, and challenges in today’s market. We dive into the rise of real estate syndications, alternative assets, and strategies for building a diversified portfolio without the need for constant oversight. Jim also shares actionable tips on minimizing risk while maximizing returns. If financial freedom is your goal, this episode is packed with everything you need to know about succeeding in passive investing this year! What You’ll Learn: The latest trends in passive investing for 2024 Top opportunities in real estate and alternative assets Strategies for diversifying and growing your portfolio Expert advice for risk management in volatile markets Tune in for a deep dive into financial freedom through passive investing! Follow the Podcast: Subscribe to stay updated with more expert insights! Leave a rating and review to help others find this valuable content. Tue, 15 Oct 2024 09:00:00 -0000 The State of Passive Investing in 2024 With Guest Peter Linneman: What You Need To Know full 190 PassivePockets, Jim Pfeifer, and Left Field Investors In this episode, we're joined by Peter Linneman to explore the evolving landscape of passive income strategies in 2024. Whether you're a seasoned investor or just getting started, Jim provides valuable insights on the current trends, opportunities, and challenges in today’s market. We dive into the rise of real estate syndications, alternative assets, and strategies for building a diversified portfolio without the need for constant oversight. Jim also shares actionable tips on minimizing risk while maximizing returns. If financial freedom is your goal, this episode is packed with everything you need to know about succeeding in passive investing this year! In this episode, we're joined by passive investing expert Jim Pfeifer and Guest Peter Linneman explore the evolving landscape of passive income strategies in 2024. Whether you're a seasoned investor or just getting started, Jim provides valuable insights on the current trends, opportunities, and challenges in today’s market. We dive into the rise of real estate syndications, alternative assets, and strategies for building a diversified portfolio without the need for constant oversight. Jim also shares actionable tips on minimizing risk while maximizing returns. If financial freedom is your goal, this episode is packed with everything you need to know about succeeding in passive investing this year! What You’ll Learn: The latest trends in passive investing for 2024 Top opportunities in real estate and alternative assets Strategies for diversifying and growing your portfolio Expert advice for risk management in volatile markets Tune in for a deep dive into financial freedom through passive investing! Follow the Podcast: Subscribe to stay updated with more expert insights! Leave a rating and review to help others find this valuable content. In this episode, we're joined by passive investing expert Jim Pfeifer and Guest Peter Linneman

explore the evolving landscape of passive income strategies in 2024.

Whether you're a seasoned investor or just getting started, Jim provides

valuable insights on the current trends, opportunities, and challenges

in today’s market.


We dive into the rise of real estate syndications, alternative assets, and strategies for building a diversified portfolio without the need for constant oversight. Jim also shares actionable tips on minimizing risk while maximizing returns. If financial freedom is your goal, this episode is packed with everything you need to know about succeeding in passive investing this year!


What You’ll Learn:

  • The latest trends in passive investing for 2024
  • Top opportunities in real estate and alternative assets
  • Strategies for diversifying and growing your portfolio
  • Expert advice for risk management in volatile markets


Tune in for a deep dive into financial freedom through passive investing!


Follow the Podcast:

  • Subscribe to stay updated with more expert insights!
  • Leave a rating and review to help others find this valuable content.
]]> 2418 no How to Analyze a Syndication Deal: Beginner Guide With Jim Pfeifer, J Scott, and Paul Shannon https://passivepockets.com/podcast/podcast-passive-podcast-189/ In this podcast, Jim Pfeifer, J Scott, and Paul Shannon walk you through the essential steps to analyze a syndication deal. Whether you're a beginner or looking to sharpen your investment skills, this guide provides key insights into evaluating syndication opportunities. Jim, J and Paul break down the process, explain critical metrics, and share their expert tips to help you make informed decisions. Key Topics Covered: What is a syndication deal? How to evaluate real estate syndications Key metrics to analyze syndication deals Questions to ask before investing Tips for successful syndication investing If you're interested in passive income, real estate syndications, or learning how to evaluate deals like a pro, this beginner-friendly guide is perfect for you. Tue, 08 Oct 2024 09:00:00 -0000 How to Analyze a Syndication Deal: Beginner Guide With Jim Pfeifer, J Scott, and Paul Shannon full 189 PassivePockets, Jim Pfeifer, and Left Field Investors In this podcast, Jim Pfeifer, J Scott, and Paul Shannon walk you through the essential steps to analyze a syndication deal. Whether you're a beginner or looking to sharpen your investment skills, this guide provides key insights into evaluating syndication opportunities. Jim, J and Paul break down the process, explain critical metrics, and share their expert tips to help you make informed decisions. In this podcast, Jim Pfeifer, J Scott, and Paul Shannon walk you through the essential steps to analyze a syndication deal. Whether you're a beginner or looking to sharpen your investment skills, this guide provides key insights into evaluating syndication opportunities. Jim, J and Paul break down the process, explain critical metrics, and share their expert tips to help you make informed decisions. Key Topics Covered: What is a syndication deal? How to evaluate real estate syndications Key metrics to analyze syndication deals Questions to ask before investing Tips for successful syndication investing If you're interested in passive income, real estate syndications, or learning how to evaluate deals like a pro, this beginner-friendly guide is perfect for you. In this podcast, Jim Pfeifer, J Scott, and Paul Shannon walk you through the essential steps to analyze a syndication deal. Whether you're a beginner or looking to sharpen your investment skills, this guide provides key insights into evaluating syndication opportunities. Jim, J and Paul break down the process, explain critical metrics, and share their expert tips to help you make informed decisions.


Key Topics Covered:

  • What is a syndication deal?
  • How to evaluate real estate syndications
  • Key metrics to analyze syndication deals
  • Questions to ask before investing
  • Tips for successful syndication investing


If you're interested in passive income, real estate syndications, or learning how to evaluate deals like a pro, this beginner-friendly guide is perfect for you.

]]> 2826 no Understanding Capital Calls: Expert Insights with Brian Burke https://passivepockets.com/podcast/podcast-passive-podcast-188/ In this podcast episode, Brian Burke takes a deep dive into the world of capital calls, breaking down the key concepts and answering all your pressing questions. Whether you’re an experienced investor or just starting out, Brian simplifies how capital calls work and explains their impact on your investment strategy. Tune in to gain expert insights and actionable tips that will help you confidently navigate the complexities of capital calls in real estate and beyond. Don't miss this valuable discussion! Tue, 01 Oct 2024 09:00:00 -0000 Understanding Capital Calls: Expert Insights with Brian Burke full 188 PassivePockets, Jim Pfeifer, and Left Field Investors In this podcast episode, Brian Burke takes a deep dive into the world of capital calls, breaking down the key concepts and answering all your pressing questions. Whether you’re an experienced investor or just starting out, Brian simplifies how capital calls work and explains their impact on your investment strategy. Tune in to gain expert insights and actionable tips that will help you confidently navigate the complexities of capital calls in real estate and beyond. Don't miss this valuable discussion! In this podcast episode, Brian Burke takes a deep dive into the world of capital calls, breaking down the key concepts and answering all your pressing questions. Whether you’re an experienced investor or just starting out, Brian simplifies how capital calls work and explains their impact on your investment strategy. Tune in to gain expert insights and actionable tips that will help you confidently navigate the complexities of capital calls in real estate and beyond. Don't miss this valuable discussion! In this podcast episode, Brian Burke takes a deep dive into the world of capital calls, breaking down the key concepts and answering all your pressing questions. Whether you’re an experienced investor or just starting out, Brian simplifies how capital calls work and explains their impact on your investment strategy.


Tune in to gain expert insights and actionable tips that will help you confidently navigate the complexities of capital calls in real estate and beyond. Don't miss this valuable discussion!

]]> 2434 no How to Vet an Operator in a Real Estate Syndication https://passivepockets.com/podcast/podcast-passive-podcast-187/ How to Vet an Operator | Hosted by Jim Pfeifer and Co-Hosts: Mauricio Rauld and Jeremy Roll In this episode, Jim Pfeifer uncovers the critical steps to vetting an operator before making passive investments. Whether you're a seasoned investor or just starting, Jim offers invaluable advice on: Key questions to ask operators before committing Assessing an operator’s track record and communication style Spotting red flags and minimizing risk Aligning your investment goals with the right operators Conducting thorough due diligence to safeguard your investments If you're serious about making smarter, more informed investment decisions, this episode will give you the tools you need to confidently evaluate and select the right operator for your financial success. Tune in for practical tips that can make all the difference in your passive investing journey! Don't forget to subscribe and leave a review if you find this episode helpful. Tue, 24 Sep 2024 15:41:00 -0000 How to Vet an Operator in a Real Estate Syndication full 187 PassivePockets, Jim Pfeifer, and Left Field Investors How to Vet an Operator | Hosted by Jim Pfeifer and Guests: Mauricio Rauld and Jeremy Roll In this episode, Jim Pfeifer uncovers the critical steps to vetting an operator before making passive investments. How to Vet an Operator | Hosted by Jim Pfeifer and Co-Hosts: Mauricio Rauld and Jeremy Roll In this episode, Jim Pfeifer uncovers the critical steps to vetting an operator before making passive investments. Whether you're a seasoned investor or just starting, Jim offers invaluable advice on: Key questions to ask operators before committing Assessing an operator’s track record and communication style Spotting red flags and minimizing risk Aligning your investment goals with the right operators Conducting thorough due diligence to safeguard your investments If you're serious about making smarter, more informed investment decisions, this episode will give you the tools you need to confidently evaluate and select the right operator for your financial success. Tune in for practical tips that can make all the difference in your passive investing journey! Don't forget to subscribe and leave a review if you find this episode helpful. How to Vet an Operator | Hosted by Jim Pfeifer and Co-Hosts: Mauricio Rauld and Jeremy Roll


In this episode, Jim Pfeifer uncovers the critical steps to vetting an operator before making passive investments. Whether you're a seasoned investor or just starting, Jim offers invaluable advice on:


  • Key questions to ask operators before committing
  • Assessing an operator’s track record and communication style
  • Spotting red flags and minimizing risk
  • Aligning your investment goals with the right operators
  • Conducting thorough due diligence to safeguard your investments


If you're serious about making smarter, more informed investment decisions, this episode will give you the tools you need to confidently evaluate and select the right operator for your financial success. Tune in for practical tips that can make all the difference in your passive investing journey!


Don't forget to subscribe and leave a review if you find this episode helpful.

]]> 2796 no Top Proven Strategies to Achieve Passive Success in Real Estate Investing https://passivepockets.com/podcast/podcast-passive-podcast-186/ Looking to succeed in real estate investing? In this podcast episode, host Jim Pfeifer and guest Kathy Fettke, a seasoned real estate investor and expert, shares his top proven strategies to help you achieve long-term success in the competitive world of real estate. Whether you're just starting or already have experience, these expert tips will guide you on the path to becoming a successful real estate investor. In this episode, Jim covers: How to get started with real estate investing Key strategies for building wealth and growing your portfolio Common pitfalls to avoid for new investors Best practices for managing rental properties and house flips Long-term investment strategies for sustainable financial success Join Jim Pfeifer as he breaks down these strategies and provides actionable insights for anyone looking to thrive in passive real estate investing. Tue, 17 Sep 2024 20:04:00 -0000 Top Proven Strategies to Achieve Passive Success in Real Estate Investing full 186 PassivePockets, Jim Pfeifer, and Left Field Investors Looking to succeed in real estate investing? In this podcast episode, host Jim Pfeifer and guest Kathy Fettke, a seasoned real estate investor and expert, shares his top proven strategies to help you achieve long-term success in the competitive world of real estate. Whether you're just starting or already have experience, these expert tips will guide you on the path to becoming a successful real estate investor. Looking to succeed in real estate investing? In this podcast episode, host Jim Pfeifer and guest Kathy Fettke, a seasoned real estate investor and expert, shares his top proven strategies to help you achieve long-term success in the competitive world of real estate. Whether you're just starting or already have experience, these expert tips will guide you on the path to becoming a successful real estate investor. In this episode, Jim covers: How to get started with real estate investing Key strategies for building wealth and growing your portfolio Common pitfalls to avoid for new investors Best practices for managing rental properties and house flips Long-term investment strategies for sustainable financial success Join Jim Pfeifer as he breaks down these strategies and provides actionable insights for anyone looking to thrive in passive real estate investing. Looking to succeed in real estate investing? In this podcast episode, host Jim Pfeifer and guest Kathy Fettke, a seasoned real estate investor and expert, shares his top proven strategies to help you achieve long-term success in the competitive world of real estate. Whether you're just starting or already have experience, these expert tips will guide you on the path to becoming a successful real estate investor.


In this episode, Jim covers:


  • How to get started with real estate investing
  • Key strategies for building wealth and growing your portfolio
  • Common pitfalls to avoid for new investors
  • Best practices for managing rental properties and house flips
  • Long-term investment strategies for sustainable financial success


Join Jim Pfeifer as he breaks down these strategies and provides actionable insights for anyone looking to thrive in passive real estate investing.

]]> 2482 no Passive Pockets Podcast: THE Podcast For Passive Investing Strategies Trailer https://passivepockets.com/learn/podcast/185 Welcome to PassivePockets: The Passive Real Estate Investing Show, where we help you build and protect your wealth through smart, hands-off real estate investments. Hosted by Jim Pfeifer, each episode brings you expert interviews with experienced Limited and General Partners who share practical tips and strategies for growing your portfolio without the grind. Whether you're a seasoned investor or a busy professional, PassivePockets equips you with the insights, market trends, and risk management tactics needed to make informed decisions and achieve long-term financial success. Tue, 10 Sep 2024 13:30:00 -0000 Passive Pockets Podcast: THE Podcast For Passive Investing Strategies Trailer trailer 185 PassivePockets, Jim Pfeifer, and Left Field Investors Welcome to PassivePockets: The Passive Real Estate Investing Show, where we help you build and protect your wealth through smart, hands-off real estate investments. Hosted by Jim Pfeifer, each episode brings you expert interviews with experienced Limited and General Partners who share practical tips and strategies for growing your portfolio without the grind. Whether you're a seasoned investor or a busy professional, PassivePockets equips you with the insights, market trends, and risk management tactics needed to make informed decisions and achieve long-term financial success. Welcome to PassivePockets: The Passive Real Estate Investing Show, where we help you build and protect your wealth through smart, hands-off real estate investments. Hosted by Jim Pfeifer, each episode brings you expert interviews with experienced Limited and General Partners who share practical tips and strategies for growing your portfolio without the grind. Whether you're a seasoned investor or a busy professional, PassivePockets equips you with the insights, market trends, and risk management tactics needed to make informed decisions and achieve long-term financial success. Welcome to PassivePockets: The Passive Real Estate Investing Show, where we help you build and protect your wealth through smart, hands-off real estate investments. Hosted by Jim Pfeifer, each episode brings you expert interviews with experienced Limited and General Partners who share practical tips and strategies for growing your portfolio without the grind. Whether you're a seasoned investor or a busy professional, PassivePockets equips you with the insights, market trends, and risk management tactics needed to make informed decisions and achieve long-term financial success.

]]> 68 no 184: From Left Field to Passive Pockets: A Journey of Community and Collaboration https://passivepockets.com/learn/podcast/184 Welcome to a special episode of Passive Investing from Left Field! In this episode, we’re thrilled to announce a groundbreaking partnership between Left Field Investors and Bigger Pockets, resulting in the creation of Passive Pockets. Join us as the founders reflect on our journey, discuss the benefits of this new chapter, and share how this merger will elevate our community to new heights. Don’t miss this deep dive into the future of passive investing! Key Points From The Episode: Left Field Investors is merging with Bigger Pockets to form Passive Pockets, a new community dedicated to passive investing. The merger aims to combine resources, enhance educational tools, and expand the community's reach while maintaining its core culture. The founders discuss the alignment of missions between Left Field Investors and Bigger Pockets, focusing on education and community. The new platform, Passive Pockets, will offer enhanced resources and support, ensuring the continued growth and success of the community. Timestamps: (02:32) The mission of passive pockets (04:44) Accelerating through joining together (08:24) Maintaining LFI culture  (10:00) Partnering with bigger pockets will help the community (12:53) LFI through the years (15:09) How LFI helps members invest (17:33) Being part of LFI through the years (22:23) Did LFI accomplish what they set out to do? (24:18) Why is community so important? (27:26) Best memory of LFI (31:33) One thing that is preserved as they move to Passive pockets (25:08) What will we get out of the merge (39:16) Final thoughts Resources Mentioned: Contact us at: jimpfeifer@biggerpockets.com Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh https://www.leftfieldinvestors.com/books/ Sun, 01 Sep 2024 07:00:00 -0000 From Left Field to Passive Pockets: A Journey of Community and Collaboration full 184 PassivePockets, Jim Pfeifer, and Left Field Investors Welcome to a special episode of Passive Investing from Left Field! In this episode, we’re thrilled to announce a groundbreaking partnership between Left Field Investors and Bigger Pockets, resulting in the creation of Passive Pockets. Join us as the founders reflect on our journey, discuss the benefits of this new chapter, and share how this merger will elevate our community to new heights. Don’t miss this deep dive into the future of passive investing! Welcome to a special episode of Passive Investing from Left Field! In this episode, we’re thrilled to announce a groundbreaking partnership between Left Field Investors and Bigger Pockets, resulting in the creation of Passive Pockets. Join us as the founders reflect on our journey, discuss the benefits of this new chapter, and share how this merger will elevate our community to new heights. Don’t miss this deep dive into the future of passive investing! Key Points From The Episode: Left Field Investors is merging with Bigger Pockets to form Passive Pockets, a new community dedicated to passive investing. The merger aims to combine resources, enhance educational tools, and expand the community's reach while maintaining its core culture. The founders discuss the alignment of missions between Left Field Investors and Bigger Pockets, focusing on education and community. The new platform, Passive Pockets, will offer enhanced resources and support, ensuring the continued growth and success of the community. Timestamps: (02:32) The mission of passive pockets (04:44) Accelerating through joining together (08:24) Maintaining LFI culture  (10:00) Partnering with bigger pockets will help the community (12:53) LFI through the years (15:09) How LFI helps members invest (17:33) Being part of LFI through the years (22:23) Did LFI accomplish what they set out to do? (24:18) Why is community so important? (27:26) Best memory of LFI (31:33) One thing that is preserved as they move to Passive pockets (25:08) What will we get out of the merge (39:16) Final thoughts Resources Mentioned: Contact us at: jimpfeifer@biggerpockets.com Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh https://www.leftfieldinvestors.com/books/ Welcome to a special episode of Passive Investing from Left Field! In this episode, we’re thrilled to announce a groundbreaking partnership between Left Field Investors and Bigger Pockets, resulting in the creation of Passive Pockets. Join us as the founders reflect on our journey, discuss the benefits of this new chapter, and share how this merger will elevate our community to new heights. Don’t miss this deep dive into the future of passive investing!




Key Points From The Episode:


Left Field Investors is merging with Bigger Pockets to form Passive Pockets, a new community dedicated to passive investing.

The merger aims to combine resources, enhance educational tools, and expand the community's reach while maintaining its core culture.

The founders discuss the alignment of missions between Left Field Investors and Bigger Pockets, focusing on education and community.

The new platform, Passive Pockets, will offer enhanced resources and support, ensuring the continued growth and success of the community.




Timestamps:

(02:32) The mission of passive pockets

(04:44) Accelerating through joining together

(08:24) Maintaining LFI culture 

(10:00) Partnering with bigger pockets will help the community

(12:53) LFI through the years

(15:09) How LFI helps members invest

(17:33) Being part of LFI through the years

(22:23) Did LFI accomplish what they set out to do?

(24:18) Why is community so important?

(27:26) Best memory of LFI

(31:33) One thing that is preserved as they move to Passive pockets

(25:08) What will we get out of the merge

(39:16) Final thoughts




Resources Mentioned:


Contact us at:

jimpfeifer@biggerpockets.com


Advertising Partners:

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

https://www.leftfieldinvestors.com/books/

]]> 2407 no 183: Overcoming Challenges in Real Estate with Joe Fairless https://share.transistor.fm/s/75c694b5 Joe Fairless and the Best Ever Conference team would like to invite you to BEC2025 and have provided a discount for Passive Investing from Left Field Listeners.  Please enter "LFI25" at checkout for a discounted price of $795.  You can register at this link: https://besteverconference.regfox.com/bec-2025 In this episode of Passive Investing from Leftfield, we're thrilled to have Joe Fairless, co-founder of Ashcroft Capital, join us. Joe shares his incredible journey from the advertising world to real estate investing, managing over $2.7 billion in assets. Tune in as we discuss navigating market challenges, the importance of vertical integration, and the future of apartment investments. Don't miss Joe's valuable insights and advice for both new and seasoned investors!    Now Next and How to Take Advantage in Multifamily by Joe Fairless PDF: https://drive.google.com/file/d/1bhYwz9Bngnl-09f6gOIV7ukgebdxRwT0/view?usp=sharing    About Joe Fairless   Joe Fairless is the Co-founder of Ashcroft Capital, managing over $2.7 billion in assets. Beyond his role at Ashcroft, Joe created the "Best Real Estate Investing Advice Ever Show," the longest-running daily real estate podcast globally, boasting over 500,000 monthly downloads. Joe is a proud Texas Tech Alumni Advisor Board member for the College of Media and Communication and has been honored as an Outstanding Alumni at Texas Tech University, where he also served as an Adjunct Professor. He actively contributes as a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been inducted into the Junior Achievement’s Free Enterprise Society. Joe also volunteers at Crossroads Hospice and was named Multifamily Investor of the Year by Think Realty Magazine. Together with his wife, Joe founded Best Ever Causes, supporting 69 non-profits over the past 65 months. Here are some power takeaways from today’s conversation: 01:55 His journey 09:53 Transitioning into multifamily 15:20 “Best Ever” 17:15 Becoming vertically integrated in Ashcroft 19:55 Why is he focusing on certain markets 24:25 Navigating market problems  30:06 Capital call process 37:58 Lessons learned from capital calls 45:22 How LPs should view operators who have had some trouble 48:15 Podcast Recommendations 48:25 Contact Joe   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.           Podcast Recommendations: Jim Rome- https://www.youtube.com/channel/UCTwARLMzm9weYBOqR3LS1jw Resources Mentioned: Contact the guest: Social Media LinkedIn https://www.linkedin.com/in/joefairless/ Website: https://ashcroftcapital.com/ Advertising Partners: Midloch: https://midloch.com/ Left Field Investors: https://www.leftfieldinvestors.com/ Rust Belt Capital https://rustbeltcapital.com/ Tribevest:  https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh https://www.leftfieldinvestors.com/books/ Sun, 25 Aug 2024 07:00:00 -0000 183: Overcoming Challenges in Real Estate with Joe Fairless full 183 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Joe Fairless and the Best Ever Conference team would like to invite you to BEC2025 and have provided a discount for Passive Investing from Left Field Listeners.  Please enter "LFI25" at checkout for a discounted price of $795.  <br>You can register at this link:<br>https://besteverconference.regfox.com/bec-2025</p><p>In this episode of Passive Investing from Leftfield, we're thrilled to have Joe Fairless, co-founder of Ashcroft Capital, join us. Joe shares his incredible journey from the advertising world to real estate investing, managing over $2.7 billion in assets. Tune in as we discuss navigating market challenges, the importance of vertical integration, and the future of apartment investments. Don't miss Joe's valuable insights and advice for both new and seasoned investors!<br><strong> </strong> <br>Now Next and How to Take Advantage in Multifamily by Joe Fairless PDF:<br>https://drive.google.com/file/d/1bhYwz9Bngnl-09f6gOIV7ukgebdxRwT0/view?usp=sharing<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Joe Fairless<br> </strong></p><p>Joe Fairless is the Co-founder of Ashcroft Capital, managing over $2.7 billion in assets. Beyond his role at Ashcroft, Joe created the "Best Real Estate Investing Advice Ever Show," the longest-running daily real estate podcast globally, boasting over 500,000 monthly downloads. Joe is a proud Texas Tech Alumni Advisor Board member for the College of Media and Communication and has been honored as an Outstanding Alumni at Texas Tech University, where he also served as an Adjunct Professor. He actively contributes as a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been inducted into the Junior Achievement’s Free Enterprise Society. Joe also volunteers at Crossroads Hospice and was named Multifamily Investor of the Year by Think Realty Magazine. Together with his wife, Joe founded Best Ever Causes, supporting 69 non-profits over the past 65 months.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:55 His journey</p><p>09:53 Transitioning into multifamily</p><p>15:20 “Best Ever”</p><p>17:15 Becoming vertically integrated in Ashcroft</p><p>19:55 Why is he focusing on certain markets</p><p>24:25 Navigating market problems </p><p>30:06 Capital call process<br>37:58 Lessons learned from capital calls</p><p>45:22 How LPs should view operators who have had some trouble</p><p>48:15 Podcast Recommendations</p><p>48:25 Contact Joe</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Jim Rome- https://www.youtube.com/channel/UCTwARLMzm9weYBOqR3LS1jw</p><p>Resources Mentioned:</p><p>Contact the guest:<br>Social Media<br>LinkedIn https://www.linkedin.com/in/joefairless/<br>Website: https://ashcroftcapital.com/</p><p><br>Advertising Partners:</p><p>Midloch:<br>https://midloch.com/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Joe Fairless and the Best Ever Conference team would like to invite you to BEC2025 and have provided a discount for Passive Investing from Left Field Listeners.  Please enter "LFI25" at checkout for a discounted price of $795.  You can register at this link: https://besteverconference.regfox.com/bec-2025 In this episode of Passive Investing from Leftfield, we're thrilled to have Joe Fairless, co-founder of Ashcroft Capital, join us. Joe shares his incredible journey from the advertising world to real estate investing, managing over $2.7 billion in assets. Tune in as we discuss navigating market challenges, the importance of vertical integration, and the future of apartment investments. Don't miss Joe's valuable insights and advice for both new and seasoned investors!    Now Next and How to Take Advantage in Multifamily by Joe Fairless PDF: https://drive.google.com/file/d/1bhYwz9Bngnl-09f6gOIV7ukgebdxRwT0/view?usp=sharing    About Joe Fairless   Joe Fairless is the Co-founder of Ashcroft Capital, managing over $2.7 billion in assets. Beyond his role at Ashcroft, Joe created the "Best Real Estate Investing Advice Ever Show," the longest-running daily real estate podcast globally, boasting over 500,000 monthly downloads. Joe is a proud Texas Tech Alumni Advisor Board member for the College of Media and Communication and has been honored as an Outstanding Alumni at Texas Tech University, where he also served as an Adjunct Professor. He actively contributes as a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been inducted into the Junior Achievement’s Free Enterprise Society. Joe also volunteers at Crossroads Hospice and was named Multifamily Investor of the Year by Think Realty Magazine. Together with his wife, Joe founded Best Ever Causes, supporting 69 non-profits over the past 65 months. Here are some power takeaways from today’s conversation: 01:55 His journey 09:53 Transitioning into multifamily 15:20 “Best Ever” 17:15 Becoming vertically integrated in Ashcroft 19:55 Why is he focusing on certain markets 24:25 Navigating market problems  30:06 Capital call process 37:58 Lessons learned from capital calls 45:22 How LPs should view operators who have had some trouble 48:15 Podcast Recommendations 48:25 Contact Joe   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.           Podcast Recommendations: Jim Rome- https://www.youtube.com/channel/UCTwARLMzm9weYBOqR3LS1jw Resources Mentioned: Contact the guest: Social Media LinkedIn https://www.linkedin.com/in/joefairless/ Website: https://ashcroftcapital.com/ Advertising Partners: Midloch: https://midloch.com/ Left Field Investors: https://www.leftfieldinvestors.com/ Rust Belt Capital https://rustbeltcapital.com/ Tribevest:  https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh https://www.leftfieldinvestors.com/books/ Joe Fairless and the Best Ever Conference team would like to invite you to BEC2025 and have provided a discount for Passive Investing from Left Field Listeners.  Please enter "LFI25" at checkout for a discounted price of $795. 

You can register at this link:

https://besteverconference.regfox.com/bec-2025

In this episode of Passive Investing from Leftfield, we're thrilled to have Joe Fairless, co-founder of Ashcroft Capital, join us. Joe shares his incredible journey from the advertising world to real estate investing, managing over $2.7 billion in assets. Tune in as we discuss navigating market challenges, the importance of vertical integration, and the future of apartment investments. Don't miss Joe's valuable insights and advice for both new and seasoned investors!

  

Now Next and How to Take Advantage in Multifamily by Joe Fairless PDF:

https://drive.google.com/file/d/1bhYwz9Bngnl-09f6gOIV7ukgebdxRwT0/view?usp=sharing

  



About Joe Fairless

 

Joe Fairless is the Co-founder of Ashcroft Capital, managing over $2.7 billion in assets. Beyond his role at Ashcroft, Joe created the "Best Real Estate Investing Advice Ever Show," the longest-running daily real estate podcast globally, boasting over 500,000 monthly downloads. Joe is a proud Texas Tech Alumni Advisor Board member for the College of Media and Communication and has been honored as an Outstanding Alumni at Texas Tech University, where he also served as an Adjunct Professor. He actively contributes as a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been inducted into the Junior Achievement’s Free Enterprise Society. Joe also volunteers at Crossroads Hospice and was named Multifamily Investor of the Year by Think Realty Magazine. Together with his wife, Joe founded Best Ever Causes, supporting 69 non-profits over the past 65 months.



Here are some power takeaways from today’s conversation:

01:55 His journey

09:53 Transitioning into multifamily

15:20 “Best Ever”

17:15 Becoming vertically integrated in Ashcroft

19:55 Why is he focusing on certain markets

24:25 Navigating market problems 

30:06 Capital call process

37:58 Lessons learned from capital calls

45:22 How LPs should view operators who have had some trouble

48:15 Podcast Recommendations

48:25 Contact Joe


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

    



 

  

Podcast Recommendations:

Jim Rome- https://www.youtube.com/channel/UCTwARLMzm9weYBOqR3LS1jw

Resources Mentioned:

Contact the guest:

Social Media

LinkedIn https://www.linkedin.com/in/joefairless/

Website: https://ashcroftcapital.com/


Advertising Partners:

Midloch:

https://midloch.com/

Left Field Investors:

https://www.leftfieldinvestors.com/

Rust Belt Capital

https://rustbeltcapital.com/

Tribevest: 

https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

https://www.leftfieldinvestors.com/books/

]]> 3492 no 182: Captain Hoff on the Explosive Growth of AI, Startups, and Venture Capital https://share.transistor.fm/s/83aba380 In this episode, we dive deep into the world of AI, startups, and venture capital with none other than Steven Hoffman, also known as Captain Hoff. As the CEO of Founders Space and a veteran of Silicon Valley, Steve shares his insights on the future of AI, how to navigate the startup ecosystem, and the best strategies for investing in the next big thing. Whether you're an investor, entrepreneur, or just curious about the future, this episode is packed with valuable insights you won't want to miss!   About Steve Hoffman  Steve Hoffman, known as Captain Hoff, is the Chairman & CEO of Founders Space, a global venture builder with over 50 partners in 22 countries. A seasoned entrepreneur and venture investor, Hoffman has founded multiple startups, authored several award-winning books, and played a pivotal role in the Producers Guild of America and the Academy of Television's Interactive Media Group. He pioneered interactive television with Spiderdance and led mobile game development at Infospace. Hoffman's Founders Space is recognized as a top startup hub, where he has trained hundreds of founders and consulted for major corporations worldwide. He holds degrees in computer engineering and film and television, and while based in California, he frequently travels globally to engage with startups and innovators.     Here are some power takeaways from today’s conversation: 02:05 His background 03:24 Start-up terminology 05:37 The ultimate goal 07:04 Success rate of the startup companies 08:46 Who qualifies? 16:55 AGI  21:04 Will AI take over the world in the future? 27:42 What AI startups are worth investing in? 31:23 How the smaller AI startups can stay ahead of the big guys 33:45 Finding the right start up companies to invest in 37:27 How investors can find venture funds 39:07 How does blockchain interact with AI? 40:45 Podcast recommendations   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcast Recommendations:Business Wars Podcast- https://wondery.com/shows/business-wars/Founder's Space Podcast- https://www.foundersspace.com/podcast/ Resources Mentioned: Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/foundersspace/ Facebook https://www.facebook.com/groups/foundersspace  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 18 Aug 2024 07:00:00 -0000 182: Captain Hoff on the Explosive Growth of AI, Startups, and Venture Capital full 182 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode, we dive deep into the world of AI, startups, and venture capital with none other than Steven Hoffman, also known as Captain Hoff. As the CEO of Founders Space and a veteran of Silicon Valley, Steve shares his insights on the future of AI, how to navigate the startup ecosystem, and the best strategies for investing in the next big thing. Whether you're an investor, entrepreneur, or just curious about the future, this episode is packed with valuable insights you won't want to miss!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Steve Hoffman<br> </strong></p><ul><li>Steve Hoffman, known as Captain Hoff, is the Chairman &amp; CEO of Founders Space, a global venture builder with over 50 partners in 22 countries. A seasoned entrepreneur and venture investor, Hoffman has founded multiple startups, authored several award-winning books, and played a pivotal role in the Producers Guild of America and the Academy of Television's Interactive Media Group. He pioneered interactive television with Spiderdance and led mobile game development at Infospace. Hoffman's Founders Space is recognized as a top startup hub, where he has trained hundreds of founders and consulted for major corporations worldwide. He holds degrees in computer engineering and film and television, and while based in California, he frequently travels globally to engage with startups and innovators.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:05 His background</p><p>03:24 Start-up terminology</p><p>05:37 The ultimate goal</p><p>07:04 Success rate of the startup companies</p><p>08:46 Who qualifies?</p><p>16:55 AGI </p><p>21:04 Will AI take over the world in the future?</p><p>27:42 What AI startups are worth investing in?</p><p>31:23 How the smaller AI startups can stay ahead of the big guys</p><p>33:45 Finding the right start up companies to invest in</p><p>37:27 How investors can find venture funds</p><p>39:07 How does blockchain interact with AI?</p><p>40:45 Podcast recommendations</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Podcast Recommendations:<br>Business Wars Podcast- https://wondery.com/shows/business-wars/<br>Founder's Space Podcast- https://www.foundersspace.com/podcast/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>Social Media<br>LinkedIn <br>https://www.linkedin.com/in/foundersspace/ <br>Facebook <br>https://www.facebook.com/groups/foundersspace </p><p><br>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> In this episode, we dive deep into the world of AI, startups, and venture capital with none other than Steven Hoffman, also known as Captain Hoff. As the CEO of Founders Space and a veteran of Silicon Valley, Steve shares his insights on the future of AI, how to navigate the startup ecosystem, and the best strategies for investing in the next big thing. Whether you're an investor, entrepreneur, or just curious about the future, this episode is packed with valuable insights you won't want to miss!   About Steve Hoffman  Steve Hoffman, known as Captain Hoff, is the Chairman & CEO of Founders Space, a global venture builder with over 50 partners in 22 countries. A seasoned entrepreneur and venture investor, Hoffman has founded multiple startups, authored several award-winning books, and played a pivotal role in the Producers Guild of America and the Academy of Television's Interactive Media Group. He pioneered interactive television with Spiderdance and led mobile game development at Infospace. Hoffman's Founders Space is recognized as a top startup hub, where he has trained hundreds of founders and consulted for major corporations worldwide. He holds degrees in computer engineering and film and television, and while based in California, he frequently travels globally to engage with startups and innovators.     Here are some power takeaways from today’s conversation: 02:05 His background 03:24 Start-up terminology 05:37 The ultimate goal 07:04 Success rate of the startup companies 08:46 Who qualifies? 16:55 AGI  21:04 Will AI take over the world in the future? 27:42 What AI startups are worth investing in? 31:23 How the smaller AI startups can stay ahead of the big guys 33:45 Finding the right start up companies to invest in 37:27 How investors can find venture funds 39:07 How does blockchain interact with AI? 40:45 Podcast recommendations   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcast Recommendations:Business Wars Podcast- https://wondery.com/shows/business-wars/Founder's Space Podcast- https://www.foundersspace.com/podcast/ Resources Mentioned: Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/foundersspace/ Facebook https://www.facebook.com/groups/foundersspace  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ In this episode, we dive deep into the world of AI, startups, and venture capital with none other than Steven Hoffman, also known as Captain Hoff. As the CEO of Founders Space and a veteran of Silicon Valley, Steve shares his insights on the future of AI, how to navigate the startup ecosystem, and the best strategies for investing in the next big thing. Whether you're an investor, entrepreneur, or just curious about the future, this episode is packed with valuable insights you won't want to miss!
  



About Steve Hoffman
 

  • Steve Hoffman, known as Captain Hoff, is the Chairman & CEO of Founders Space, a global venture builder with over 50 partners in 22 countries. A seasoned entrepreneur and venture investor, Hoffman has founded multiple startups, authored several award-winning books, and played a pivotal role in the Producers Guild of America and the Academy of Television's Interactive Media Group. He pioneered interactive television with Spiderdance and led mobile game development at Infospace. Hoffman's Founders Space is recognized as a top startup hub, where he has trained hundreds of founders and consulted for major corporations worldwide. He holds degrees in computer engineering and film and television, and while based in California, he frequently travels globally to engage with startups and innovators.
     

  



Here are some power takeaways from today’s conversation:

02:05 His background

03:24 Start-up terminology

05:37 The ultimate goal

07:04 Success rate of the startup companies

08:46 Who qualifies?

16:55 AGI 

21:04 Will AI take over the world in the future?

27:42 What AI startups are worth investing in?

31:23 How the smaller AI startups can stay ahead of the big guys

33:45 Finding the right start up companies to invest in

37:27 How investors can find venture funds

39:07 How does blockchain interact with AI?

40:45 Podcast recommendations


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Podcast Recommendations:
Business Wars Podcast- https://wondery.com/shows/business-wars/
Founder's Space Podcast- https://www.foundersspace.com/podcast/

Resources Mentioned:

Contact the guest:
Social Media
LinkedIn 
https://www.linkedin.com/in/foundersspace/ 
Facebook 
https://www.facebook.com/groups/foundersspace 


Advertising Partners:

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2896 no 181: Bonus Episode - Syndication Secrets: Empowering Investors with Russell Gray REPLAY https://share.transistor.fm/s/905699bd Join us for a replay of this insightful episode as we sit down with Russell Gray, financial strategist and co-host of The Real Estate Guys Radio Show. Russell shares his journey from real estate to syndications, offers invaluable lessons from economic history, and provides strategies for navigating today's financial landscape. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice to help you achieve financial freedom. Don't miss out on this wealth of knowledge!   About Russell Gray  Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.     Here are some power takeaways from today’s conversation: 01:38 His real estate journey 14:38 The great reset 39:06 Should you focus on income rather than appreciation? 47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal 53:51 Podcast recommendation 56:00 Contact Russell 56:33 Thank you   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedInhttps://www.linkedin.com/in/russellwgray/  Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 11 Aug 2024 07:00:00 -0000 181: Bonus Episode - Syndication Secrets: Empowering Investors with Russell Gray REPLAY full 181 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us for a replay of this insightful episode as we sit down with Russell Gray, financial strategist and co-host of The Real Estate Guys Radio Show. Russell shares his journey from real estate to syndications, offers invaluable lessons from economic history, and provides strategies for navigating today's financial landscape. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice to help you achieve financial freedom. Don't miss out on this wealth of knowledge!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Russell Gray<br> </strong></p><ul><li>Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:38 His real estate journey</p><p>14:38 The great reset</p><p>39:06 Should you focus on income rather than appreciation?</p><p>47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal</p><p>53:51 Podcast recommendation</p><p>56:00 Contact Russell</p><p>56:33 Thank you</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn<br>https://www.linkedin.com/in/russellwgray/ </p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916<br>The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441<br>Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 </p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us for a replay of this insightful episode as we sit down with Russell Gray, financial strategist and co-host of The Real Estate Guys Radio Show. Russell shares his journey from real estate to syndications, offers invaluable lessons from economic history, and provides strategies for navigating today's financial landscape. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice to help you achieve financial freedom. Don't miss out on this wealth of knowledge!   About Russell Gray  Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.     Here are some power takeaways from today’s conversation: 01:38 His real estate journey 14:38 The great reset 39:06 Should you focus on income rather than appreciation? 47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal 53:51 Podcast recommendation 56:00 Contact Russell 56:33 Thank you   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedInhttps://www.linkedin.com/in/russellwgray/  Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us for a replay of this insightful episode as we sit down with Russell Gray, financial strategist and co-host of The Real Estate Guys Radio Show. Russell shares his journey from real estate to syndications, offers invaluable lessons from economic history, and provides strategies for navigating today's financial landscape. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice to help you achieve financial freedom. Don't miss out on this wealth of knowledge!
  



About Russell Gray
 

  • Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.
     

  



Here are some power takeaways from today’s conversation:

01:38 His real estate journey

14:38 The great reset

39:06 Should you focus on income rather than appreciation?

47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal

53:51 Podcast recommendation

56:00 Contact Russell

56:33 Thank you



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn
https://www.linkedin.com/in/russellwgray/ 



Podcast Recommendations:

The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916
The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441
Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 3745 no 180: Navigating Real Estate in 2024: Strategies and Insights with Big Mike https://share.transistor.fm/s/99b4835d Join us on the Passive Investing from Left Field podcast as we dive deep into the world of real estate investing with our special guest, Mike Zlotnik, also known as Big Mike. In this episode, we explore the current distressed real estate market, strategies for passive investors, and how to navigate the challenges of today's high-interest environment. Don't miss Big Mike's valuable insights and advice for making smart investment decisions in 2024!   About Mike Zlotnik  Mike, the current CEO of TF Management Group LLC, has been a real estate fund manager since 2009. A retired software executive, he began investing in real estate in 2000 and now manages various real estate funds, including multiple growth and income-focused funds. Known as "Big Mike" in real estate circles due to his stature, he is more renowned for his personal integrity and keen understanding of the financial aspects of successful real estate investing. A former political refugee from the USSR, Mike is now an American citizen and a patriot, residing in Brooklyn, NY, with his wife and four children. He holds a Bachelor’s degree in Mathematics from Binghamton University and is an active member of several real estate and investor mastermind groups such as Collective Genius, Freedom Founders, Venture Alliance, and CA Investors (Private). Mike is also the author of "How to Choose a Smart Real Estate Investment Fund," available on Amazon, and hosts the "Big Mike Fund" podcast, accessible at BigMikeFund.com or on iTunes. Here are some power takeaways from today’s conversation: 02:05 His background 05:59  What he uses from the past to invest today 10:10 When to invest? 16:47 His investment cycle process 23:04 Conversion asset class 26:38 Advice to LP investors  34:54 Podcast Recommendation36:00 Contact Mike   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Freedom Founders David Phelps - https://www.freedomfounders.com/ Resources Mentioned: Contact the guest:Social MediaJoin his fund: https://bigmikefund.com/LinkedIn /mzlotnikYouTube @tfmanagementgroupllc123Facebook zlotnikm Advertising Partners: Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 04 Aug 2024 07:00:00 -0000 180: Navigating Real Estate in 2024: Strategies and Insights with Big Mike full 180 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the Passive Investing from Left Field podcast as we dive deep into the world of real estate investing with our special guest, Mike Zlotnik, also known as Big Mike. In this episode, we explore the current distressed real estate market, strategies for passive investors, and how to navigate the challenges of today's high-interest environment. Don't miss Big Mike's valuable insights and advice for making smart investment decisions in 2024!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Mike Zlotnik<br> </strong></p><p>Mike, the current CEO of TF Management Group LLC, has been a real estate fund manager since 2009. A retired software executive, he began investing in real estate in 2000 and now manages various real estate funds, including multiple growth and income-focused funds. Known as "Big Mike" in real estate circles due to his stature, he is more renowned for his personal integrity and keen understanding of the financial aspects of successful real estate investing. A former political refugee from the USSR, Mike is now an American citizen and a patriot, residing in Brooklyn, NY, with his wife and four children. He holds a Bachelor’s degree in Mathematics from Binghamton University and is an active member of several real estate and investor mastermind groups such as Collective Genius, Freedom Founders, Venture Alliance, and CA Investors (Private). Mike is also the author of "How to Choose a Smart Real Estate Investment Fund," available on Amazon, and hosts the "Big Mike Fund" podcast, accessible at BigMikeFund.com or on iTunes.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:05 His background</p><p>05:59  What he uses from the past to invest today</p><p>10:10 When to invest?</p><p>16:47 His investment cycle process</p><p>23:04 Conversion asset class</p><p>26:38 Advice to LP investors </p><p>34:54 Podcast Recommendation<br>36:00 Contact Mike</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Freedom Founders David Phelps - https://www.freedomfounders.com/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>Social Media<br>Join his fund: https://bigmikefund.com/<br>LinkedIn /mzlotnik<br>YouTube @tfmanagementgroupllc123<br>Facebook zlotnikm</p><p><br>Advertising Partners:</p><p>Midloch:<br>https://midloch.com/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on the Passive Investing from Left Field podcast as we dive deep into the world of real estate investing with our special guest, Mike Zlotnik, also known as Big Mike. In this episode, we explore the current distressed real estate market, strategies for passive investors, and how to navigate the challenges of today's high-interest environment. Don't miss Big Mike's valuable insights and advice for making smart investment decisions in 2024!   About Mike Zlotnik  Mike, the current CEO of TF Management Group LLC, has been a real estate fund manager since 2009. A retired software executive, he began investing in real estate in 2000 and now manages various real estate funds, including multiple growth and income-focused funds. Known as "Big Mike" in real estate circles due to his stature, he is more renowned for his personal integrity and keen understanding of the financial aspects of successful real estate investing. A former political refugee from the USSR, Mike is now an American citizen and a patriot, residing in Brooklyn, NY, with his wife and four children. He holds a Bachelor’s degree in Mathematics from Binghamton University and is an active member of several real estate and investor mastermind groups such as Collective Genius, Freedom Founders, Venture Alliance, and CA Investors (Private). Mike is also the author of "How to Choose a Smart Real Estate Investment Fund," available on Amazon, and hosts the "Big Mike Fund" podcast, accessible at BigMikeFund.com or on iTunes. Here are some power takeaways from today’s conversation: 02:05 His background 05:59  What he uses from the past to invest today 10:10 When to invest? 16:47 His investment cycle process 23:04 Conversion asset class 26:38 Advice to LP investors  34:54 Podcast Recommendation36:00 Contact Mike   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Freedom Founders David Phelps - https://www.freedomfounders.com/ Resources Mentioned: Contact the guest:Social MediaJoin his fund: https://bigmikefund.com/LinkedIn /mzlotnikYouTube @tfmanagementgroupllc123Facebook zlotnikm Advertising Partners: Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on the Passive Investing from Left Field podcast as we dive deep into the world of real estate investing with our special guest, Mike Zlotnik, also known as Big Mike. In this episode, we explore the current distressed real estate market, strategies for passive investors, and how to navigate the challenges of today's high-interest environment. Don't miss Big Mike's valuable insights and advice for making smart investment decisions in 2024!
  



About Mike Zlotnik
 

Mike, the current CEO of TF Management Group LLC, has been a real estate fund manager since 2009. A retired software executive, he began investing in real estate in 2000 and now manages various real estate funds, including multiple growth and income-focused funds. Known as "Big Mike" in real estate circles due to his stature, he is more renowned for his personal integrity and keen understanding of the financial aspects of successful real estate investing. A former political refugee from the USSR, Mike is now an American citizen and a patriot, residing in Brooklyn, NY, with his wife and four children. He holds a Bachelor’s degree in Mathematics from Binghamton University and is an active member of several real estate and investor mastermind groups such as Collective Genius, Freedom Founders, Venture Alliance, and CA Investors (Private). Mike is also the author of "How to Choose a Smart Real Estate Investment Fund," available on Amazon, and hosts the "Big Mike Fund" podcast, accessible at BigMikeFund.com or on iTunes.



Here are some power takeaways from today’s conversation:

02:05 His background

05:59  What he uses from the past to invest today

10:10 When to invest?

16:47 His investment cycle process

23:04 Conversion asset class

26:38 Advice to LP investors 

34:54 Podcast Recommendation
36:00 Contact Mike



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Freedom Founders David Phelps - https://www.freedomfounders.com/

Resources Mentioned:

Contact the guest:
Social Media
Join his fund: https://bigmikefund.com/
LinkedIn /mzlotnik
YouTube @tfmanagementgroupllc123
Facebook zlotnikm


Advertising Partners:

Midloch:
https://midloch.com/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2442 no 179: Life by Design: Real Estate Investing with Good Egg's Annie Dickerson https://share.transistor.fm/s/ff2e3ce8 Join us as we sit down with real estate expert Annie Dickerson, co-founder of Good Egg Investments, to discuss the transformative power of passive income and life by design. Annie shares her journey from teaching to mastering real estate syndications, offering invaluable insights on empowering women in investing, effective communication with investors, and the importance of thorough due diligence. Don't miss this inspiring conversation!   About Annie Dickerson  Annie Dickerson, a real estate investing expert with over a decade of experience, has garnered acclaim as the Real Estate Investor of the Year by the Motley Fool. Alongside her partner Julie Lam, she co-founded Goodegg Investments, recognized as the Best Real Estate Syndication Company in North America by Build Magazine. Their firm has facilitated over $1.4 billion in commercial real estate investments, impacting countless investors nationwide. Annie and Julie are renowned authors, hosts of the Life & Money Show podcast, and architects of the esteemed Real Estate Accelerator mentorship program, guiding individuals in raising private capital for their real estate ventures. Here are some power takeaways from today’s conversation: 01;45 Her journey 07:41 Is she active or passive? 14:38 Life by Design 17:27 Good Egg Investments 19:28 Barriers when starting a real estate journey 30:24 Good Egg- Vetting and operating 34:00 The current market38:38 Capital calls 45:10 Podcast recommendations 46:42 Contact Annie   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Arm Chair expert with Dax Shephard: https://armchairexpertpod.com/ Resources Mentioned: Contact the guest:Social MediaSpecial Audience Giveaway:Passive Real Estate Investing 101 - http://passiveinvesting101.com/YouTube https://www.youtube.com/c/GoodeggInvestmentsFacebook https://www.facebook.com/goodegginvestmentsInstagram https://www.instagram.com/goodegginvestmentsPodcast: Life and Money Podcast: https://podcasts.apple.com/us/podcast/life-and-money-show/id1493486187 Advertising Partners: Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 28 Jul 2024 07:00:00 -0000 179: Life by Design: Real Estate Investing with Good Egg's Annie Dickerson full 179 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us as we sit down with real estate expert Annie Dickerson, co-founder of Good Egg Investments, to discuss the transformative power of passive income and life by design. Annie shares her journey from teaching to mastering real estate syndications, offering invaluable insights on empowering women in investing, effective communication with investors, and the importance of thorough due diligence. Don't miss this inspiring conversation!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Annie Dickerson<br> </strong></p><p>Annie Dickerson, a real estate investing expert with over a decade of experience, has garnered acclaim as the Real Estate Investor of the Year by the Motley Fool. Alongside her partner Julie Lam, she co-founded Goodegg Investments, recognized as the Best Real Estate Syndication Company in North America by Build Magazine. Their firm has facilitated over $1.4 billion in commercial real estate investments, impacting countless investors nationwide. Annie and Julie are renowned authors, hosts of the Life &amp; Money Show podcast, and architects of the esteemed Real Estate Accelerator mentorship program, guiding individuals in raising private capital for their real estate ventures.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01;45 Her journey</p><p>07:41 Is she active or passive?</p><p>14:38 Life by Design</p><p>17:27 Good Egg Investments</p><p>19:28 Barriers when starting a real estate journey</p><p>30:24 Good Egg- Vetting and operating</p><p>34:00 The current market<br>38:38 Capital calls</p><p>45:10 Podcast recommendations</p><p>46:42 Contact Annie</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Arm Chair expert with Dax Shephard: https://armchairexpertpod.com/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>Social Media<br>Special Audience Giveaway:<br>Passive Real Estate Investing 101 - http://passiveinvesting101.com/<br>YouTube https://www.youtube.com/c/GoodeggInvestments<br>Facebook https://www.facebook.com/goodegginvestments<br>Instagram https://www.instagram.com/goodegginvestments<br>Podcast: Life and Money Podcast: https://podcasts.apple.com/us/podcast/life-and-money-show/id1493486187</p><p><br>Advertising Partners:</p><p>Midloch:<br>https://midloch.com/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us as we sit down with real estate expert Annie Dickerson, co-founder of Good Egg Investments, to discuss the transformative power of passive income and life by design. Annie shares her journey from teaching to mastering real estate syndications, offering invaluable insights on empowering women in investing, effective communication with investors, and the importance of thorough due diligence. Don't miss this inspiring conversation!   About Annie Dickerson  Annie Dickerson, a real estate investing expert with over a decade of experience, has garnered acclaim as the Real Estate Investor of the Year by the Motley Fool. Alongside her partner Julie Lam, she co-founded Goodegg Investments, recognized as the Best Real Estate Syndication Company in North America by Build Magazine. Their firm has facilitated over $1.4 billion in commercial real estate investments, impacting countless investors nationwide. Annie and Julie are renowned authors, hosts of the Life & Money Show podcast, and architects of the esteemed Real Estate Accelerator mentorship program, guiding individuals in raising private capital for their real estate ventures. Here are some power takeaways from today’s conversation: 01;45 Her journey 07:41 Is she active or passive? 14:38 Life by Design 17:27 Good Egg Investments 19:28 Barriers when starting a real estate journey 30:24 Good Egg- Vetting and operating 34:00 The current market38:38 Capital calls 45:10 Podcast recommendations 46:42 Contact Annie   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Arm Chair expert with Dax Shephard: https://armchairexpertpod.com/ Resources Mentioned: Contact the guest:Social MediaSpecial Audience Giveaway:Passive Real Estate Investing 101 - http://passiveinvesting101.com/YouTube https://www.youtube.com/c/GoodeggInvestmentsFacebook https://www.facebook.com/goodegginvestmentsInstagram https://www.instagram.com/goodegginvestmentsPodcast: Life and Money Podcast: https://podcasts.apple.com/us/podcast/life-and-money-show/id1493486187 Advertising Partners: Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us as we sit down with real estate expert Annie Dickerson, co-founder of Good Egg Investments, to discuss the transformative power of passive income and life by design. Annie shares her journey from teaching to mastering real estate syndications, offering invaluable insights on empowering women in investing, effective communication with investors, and the importance of thorough due diligence. Don't miss this inspiring conversation!
  



About Annie Dickerson
 

Annie Dickerson, a real estate investing expert with over a decade of experience, has garnered acclaim as the Real Estate Investor of the Year by the Motley Fool. Alongside her partner Julie Lam, she co-founded Goodegg Investments, recognized as the Best Real Estate Syndication Company in North America by Build Magazine. Their firm has facilitated over $1.4 billion in commercial real estate investments, impacting countless investors nationwide. Annie and Julie are renowned authors, hosts of the Life & Money Show podcast, and architects of the esteemed Real Estate Accelerator mentorship program, guiding individuals in raising private capital for their real estate ventures.



Here are some power takeaways from today’s conversation:

01;45 Her journey

07:41 Is she active or passive?

14:38 Life by Design

17:27 Good Egg Investments

19:28 Barriers when starting a real estate journey

30:24 Good Egg- Vetting and operating

34:00 The current market
38:38 Capital calls

45:10 Podcast recommendations

46:42 Contact Annie



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Arm Chair expert with Dax Shephard: https://armchairexpertpod.com/

Resources Mentioned:

Contact the guest:
Social Media
Special Audience Giveaway:
Passive Real Estate Investing 101 - http://passiveinvesting101.com/
YouTube https://www.youtube.com/c/GoodeggInvestments
Facebook https://www.facebook.com/goodegginvestments
Instagram https://www.instagram.com/goodegginvestments
Podcast: Life and Money Podcast: https://podcasts.apple.com/us/podcast/life-and-money-show/id1493486187


Advertising Partners:

Midloch:
https://midloch.com/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 3195 no 178: From High Risk Distressed Debt to the SAFE Method in Self-Storage: Tom Dunkel’s Evolution https://share.transistor.fm/s/6da38362 In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now!   About Tom Dunkel  Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals. Here are some power takeaways from today’s conversation: 01:37 his background 09:07 Benefits of commercial real estate vs others 14:22 The self-storage market 17:13 The S.A.F.E. Method 26:18 How LPs can avoid mistakes 31:24 Where they are located 33:30 Podcast Recommendation 34:22 Contact Tom   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Cashflow connections: https://cashflowconnections.com/podcast/ Resources Mentioned: Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/tomdunkel/Facebook https://www.facebook.com/tom.dunkel Advertising Partners: Midloch:https://midloch.com/ Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 21 Jul 2024 07:00:00 -0000 178: From High Risk Distressed Debt to the SAFE Method in Self-Storage: Tom Dunkel’s Evolution full 178 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Tom Dunkel<br> </strong></p><p>Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:37 his background</p><p>09:07 Benefits of commercial real estate vs others</p><p>14:22 The self-storage market</p><p>17:13 The S.A.F.E. Method</p><p>26:18 How LPs can avoid mistakes</p><p>31:24 Where they are located</p><p>33:30 Podcast Recommendation <br>34:22 Contact Tom</p><p><br></p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Cashflow connections: https://cashflowconnections.com/podcast/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>Social Media<br>LinkedIn https://www.linkedin.com/in/tomdunkel/<br>Facebook https://www.facebook.com/tom.dunkel</p><p><br>Advertising Partners:</p><p>Midloch:<br>https://midloch.com/</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now!   About Tom Dunkel  Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals. Here are some power takeaways from today’s conversation: 01:37 his background 09:07 Benefits of commercial real estate vs others 14:22 The self-storage market 17:13 The S.A.F.E. Method 26:18 How LPs can avoid mistakes 31:24 Where they are located 33:30 Podcast Recommendation 34:22 Contact Tom   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Cashflow connections: https://cashflowconnections.com/podcast/ Resources Mentioned: Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/tomdunkel/Facebook https://www.facebook.com/tom.dunkel Advertising Partners: Midloch:https://midloch.com/ Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now!
  



About Tom Dunkel
 

Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals.



Here are some power takeaways from today’s conversation:

01:37 his background

09:07 Benefits of commercial real estate vs others

14:22 The self-storage market

17:13 The S.A.F.E. Method

26:18 How LPs can avoid mistakes

31:24 Where they are located

33:30 Podcast Recommendation 
34:22 Contact Tom




 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Cashflow connections: https://cashflowconnections.com/podcast/

Resources Mentioned:

Contact the guest:
Social Media
LinkedIn https://www.linkedin.com/in/tomdunkel/
Facebook https://www.facebook.com/tom.dunkel


Advertising Partners:

Midloch:
https://midloch.com/

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2388 no 177: Green Coffee Company: Revolutionizing the Coffee Industry with Adam Jason https://share.transistor.fm/s/061988c0 Join us on Passive Investing from Left Field as we chat with Adam Jason, the entrepreneurial force behind Green Coffee Company. Discover how Adam transitioned from a corporate lawyer to a coffee industry innovator in Colombia, turning coffee byproducts into profitable ventures and aiming for a 5x return on investments. Don't miss this insightful episode on sustainable coffee practices, the challenges of operating in Latin America, and the future of the coffee industry. Subscribe and hit the bell icon to stay updated!   About Adam Jason  Adam Jason is a Partner of Legacy Group. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson & Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion. Here are some power takeaways from today’s conversation: 01:42 His journey 06:07 How they vary from the norm in their industry 08:36 What have they done differently than big companies that helped them succeed?  12:00 Operating in Latin America as a US-based company 14:07 Small farm scaling up  15:31 Weathering inflation 18:27 Mistakes passive investors make in their asset class21:27 Coffee is a recession-free product  22:42 Underwriting his deals 26:05 Biggest risk with this asset class  28:55 Where is the product located? 32:10 Podcast Recommendations  33:08 Contact Adam   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:All in Podcast: https://www.allinpodcast.co/ Resources Mentioned: Contact the guest:Social MediaLinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/YouTube: https://www.youtube.com/@legacygroup9109/featuredGreen Coffee Company Products only available in the US: https://www.greencoffeecompany.com/ Advertising Partners: Midloch:https://midloch.com/ Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 14 Jul 2024 07:00:00 -0000 177: Green Coffee Company: Revolutionizing the Coffee Industry with Adam Jason full 177 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on Passive Investing from Left Field as we chat with Adam Jason, the entrepreneurial force behind Green Coffee Company. Discover how Adam transitioned from a corporate lawyer to a coffee industry innovator in Colombia, turning coffee byproducts into profitable ventures and aiming for a 5x return on investments. Don't miss this insightful episode on sustainable coffee practices, the challenges of operating in Latin America, and the future of the coffee industry. Subscribe and hit the bell icon to stay updated!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Adam Jason<br> </strong></p><p>Adam Jason is a Partner of Legacy Group. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson &amp; Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:42 His journey</p><p>06:07 How they vary from the norm in their industry</p><p>08:36 What have they done differently than big companies that helped them succeed? </p><p>12:00 Operating in Latin America as a US-based company</p><p>14:07 Small farm scaling up </p><p>15:31 Weathering inflation</p><p>18:27 Mistakes passive investors make in their asset class<br>21:27 Coffee is a recession-free product </p><p>22:42 Underwriting his deals</p><p>26:05 Biggest risk with this asset class </p><p>28:55 Where is the product located?</p><p>32:10 Podcast Recommendations </p><p>33:08 Contact Adam</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>All in Podcast: https://www.allinpodcast.co/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>Social Media<br>LinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/<br>YouTube: https://www.youtube.com/@legacygroup9109/featured<br>Green Coffee Company Products only available in the US: https://www.greencoffeecompany.com/</p><p><br>Advertising Partners:</p><p>Midloch:<br>https://midloch.com/</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on Passive Investing from Left Field as we chat with Adam Jason, the entrepreneurial force behind Green Coffee Company. Discover how Adam transitioned from a corporate lawyer to a coffee industry innovator in Colombia, turning coffee byproducts into profitable ventures and aiming for a 5x return on investments. Don't miss this insightful episode on sustainable coffee practices, the challenges of operating in Latin America, and the future of the coffee industry. Subscribe and hit the bell icon to stay updated!   About Adam Jason  Adam Jason is a Partner of Legacy Group. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson & Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion. Here are some power takeaways from today’s conversation: 01:42 His journey 06:07 How they vary from the norm in their industry 08:36 What have they done differently than big companies that helped them succeed?  12:00 Operating in Latin America as a US-based company 14:07 Small farm scaling up  15:31 Weathering inflation 18:27 Mistakes passive investors make in their asset class21:27 Coffee is a recession-free product  22:42 Underwriting his deals 26:05 Biggest risk with this asset class  28:55 Where is the product located? 32:10 Podcast Recommendations  33:08 Contact Adam   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:All in Podcast: https://www.allinpodcast.co/ Resources Mentioned: Contact the guest:Social MediaLinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/YouTube: https://www.youtube.com/@legacygroup9109/featuredGreen Coffee Company Products only available in the US: https://www.greencoffeecompany.com/ Advertising Partners: Midloch:https://midloch.com/ Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on Passive Investing from Left Field as we chat with Adam Jason, the entrepreneurial force behind Green Coffee Company. Discover how Adam transitioned from a corporate lawyer to a coffee industry innovator in Colombia, turning coffee byproducts into profitable ventures and aiming for a 5x return on investments. Don't miss this insightful episode on sustainable coffee practices, the challenges of operating in Latin America, and the future of the coffee industry. Subscribe and hit the bell icon to stay updated!
  



About Adam Jason
 

Adam Jason is a Partner of Legacy Group. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson & Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion.



Here are some power takeaways from today’s conversation:

01:42 His journey

06:07 How they vary from the norm in their industry

08:36 What have they done differently than big companies that helped them succeed? 

12:00 Operating in Latin America as a US-based company

14:07 Small farm scaling up 

15:31 Weathering inflation

18:27 Mistakes passive investors make in their asset class
21:27 Coffee is a recession-free product 

22:42 Underwriting his deals

26:05 Biggest risk with this asset class 

28:55 Where is the product located?

32:10 Podcast Recommendations 

33:08 Contact Adam



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
All in Podcast: https://www.allinpodcast.co/

Resources Mentioned:

Contact the guest:
Social Media
LinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/
YouTube: https://www.youtube.com/@legacygroup9109/featured
Green Coffee Company Products only available in the US: https://www.greencoffeecompany.com/


Advertising Partners:

Midloch:
https://midloch.com/

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2370 no 176: Build Wealth Through Owning a Franchise: Advice from Kim Daly https://share.transistor.fm/s/a29023d9 Join us in this episode of Passive Investing from Left Field as we sit down with franchise expert Kim Daly. Kim shares her incredible journey from answering a classified ad to becoming one of the top franchise consultants in the industry. Discover how franchising can be a powerful tool for building wealth and achieving financial freedom. Whether you're a seasoned investor or just starting out, Kim's insights on selecting the right franchise and managing it effectively are invaluable. Tune in and learn how to make franchising work for you!   About Kim Daly  For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one ofAmerica’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire.  Here are some power takeaways from today’s conversation: 02:04 Her journey to franchising  03:11 How has franchising changed over the last 20 years 04:41 A "want based" business  06:45 Why do LPs like franchising? 09:56 Typical rate of failure with franchises  13:06 Common characteristics of a successful franchise 14:23 How to vet a franchise?20:38 Deciding on an industry to franchise  24:56 Passive franchise opportunities 28:30 new franchise opportunities  32:19 Do the interest rates affect franchises? 36:20 What is the exit of a franchise?  41:24 Podcast Recommendation 42:44 Contact Kim   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Money Ripples Podcast: https://moneyripples.com/podcast/Wealth without Wall Street: https://www.wealthwithoutwallstreet.com/Mind Valley App: https://www.mindvalley.com/apps Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/dalykim/Instagram: https://www.instagram.com/thedalycoach/ Kim's Podcast: https://www.thedaily.coach/ Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 07 Jul 2024 07:00:00 -0000 176: Build Wealth Through Owning a Franchise: Advice from Kim Daly full 176 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us in this episode of Passive Investing from Left Field as we sit down with franchise expert Kim Daly. Kim shares her incredible journey from answering a classified ad to becoming one of the top franchise consultants in the industry. Discover how franchising can be a powerful tool for building wealth and achieving financial freedom. Whether you're a seasoned investor or just starting out, Kim's insights on selecting the right franchise and managing it effectively are invaluable. Tune in and learn how to make franchising work for you!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Kim Daly<br> </strong></p><p>For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one of<br>America’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire. </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:04 Her journey to franchising </p><p>03:11 How has franchising changed over the last 20 years</p><p>04:41 A "want based" business </p><p>06:45 Why do LPs like franchising?</p><p>09:56 Typical rate of failure with franchises </p><p>13:06 Common characteristics of a successful franchise</p><p>14:23 How to vet a franchise?<br>20:38 Deciding on an industry to franchise </p><p>24:56 Passive franchise opportunities</p><p>28:30 new franchise opportunities </p><p>32:19 Do the interest rates affect franchises?</p><p>36:20 What is the exit of a franchise? </p><p>41:24 Podcast Recommendation</p><p>42:44 Contact Kim</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Money Ripples Podcast: https://moneyripples.com/podcast/<br>Wealth without Wall Street: https://www.wealthwithoutwallstreet.com/<br>Mind Valley App: https://www.mindvalley.com/apps</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn: https://www.linkedin.com/in/dalykim/<br>Instagram: https://www.instagram.com/thedalycoach/ <br>Kim's Podcast: https://www.thedaily.coach/</p><p>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us in this episode of Passive Investing from Left Field as we sit down with franchise expert Kim Daly. Kim shares her incredible journey from answering a classified ad to becoming one of the top franchise consultants in the industry. Discover how franchising can be a powerful tool for building wealth and achieving financial freedom. Whether you're a seasoned investor or just starting out, Kim's insights on selecting the right franchise and managing it effectively are invaluable. Tune in and learn how to make franchising work for you!   About Kim Daly  For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one ofAmerica’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire.  Here are some power takeaways from today’s conversation: 02:04 Her journey to franchising  03:11 How has franchising changed over the last 20 years 04:41 A "want based" business  06:45 Why do LPs like franchising? 09:56 Typical rate of failure with franchises  13:06 Common characteristics of a successful franchise 14:23 How to vet a franchise?20:38 Deciding on an industry to franchise  24:56 Passive franchise opportunities 28:30 new franchise opportunities  32:19 Do the interest rates affect franchises? 36:20 What is the exit of a franchise?  41:24 Podcast Recommendation 42:44 Contact Kim   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Money Ripples Podcast: https://moneyripples.com/podcast/Wealth without Wall Street: https://www.wealthwithoutwallstreet.com/Mind Valley App: https://www.mindvalley.com/apps Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/dalykim/Instagram: https://www.instagram.com/thedalycoach/ Kim's Podcast: https://www.thedaily.coach/ Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us in this episode of Passive Investing from Left Field as we sit down with franchise expert Kim Daly. Kim shares her incredible journey from answering a classified ad to becoming one of the top franchise consultants in the industry. Discover how franchising can be a powerful tool for building wealth and achieving financial freedom. Whether you're a seasoned investor or just starting out, Kim's insights on selecting the right franchise and managing it effectively are invaluable. Tune in and learn how to make franchising work for you!
  



About Kim Daly
 

For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one of
America’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire. 



Here are some power takeaways from today’s conversation:

02:04 Her journey to franchising 

03:11 How has franchising changed over the last 20 years

04:41 A "want based" business 

06:45 Why do LPs like franchising?

09:56 Typical rate of failure with franchises 

13:06 Common characteristics of a successful franchise

14:23 How to vet a franchise?
20:38 Deciding on an industry to franchise 

24:56 Passive franchise opportunities

28:30 new franchise opportunities 

32:19 Do the interest rates affect franchises?

36:20 What is the exit of a franchise? 

41:24 Podcast Recommendation

42:44 Contact Kim



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Money Ripples Podcast: https://moneyripples.com/podcast/
Wealth without Wall Street: https://www.wealthwithoutwallstreet.com/
Mind Valley App: https://www.mindvalley.com/apps

Resources Mentioned:

Contact the guest:
LinkedIn: https://www.linkedin.com/in/dalykim/
Instagram: https://www.instagram.com/thedalycoach/ 
Kim's Podcast: https://www.thedaily.coach/

Advertising Partners:

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2941 no 175: How to Succeed in Today's Investment Landscape with Whitney Elkins-Hutten https://share.transistor.fm/s/1c405f9d Join us on the Passive Investing from Left Field podcast as we welcome back Whitney Elkins-Hutten, the Director of Investor Education at PassiveInvesting.com and author of 'Money for Tomorrow'. In this episode, Whitney shares her insights on creating, keeping, and growing wealth, with a focus on multifamily investments, preferred equity, and debt funds. Don't miss out on her valuable advice for both new and seasoned investors. Subscribe now and learn how to secure your financial future!   About Whitney Elkins-Hutten  Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.  Here are some power takeaways from today’s conversation: 03:19 Book released 08:45 Passive vs. active investing 15:05 What asset classes are doing well? 17:34 Preferred Equity 29:05 Mistakes LPs are making  32:38 Podcast recommendations 33:53 Contact   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Mind Pump Podcast: https://mindpumppodcast.com/ Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/ Facebook: https://www.facebook.com/WhitneyHuttenInvesting  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 30 Jun 2024 07:00:00 -0000 175: How to Succeed in Today's Investment Landscape with Whitney Elkins-Hutten full 175 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the Passive Investing from Left Field podcast as we welcome back Whitney Elkins-Hutten, the Director of Investor Education at PassiveInvesting.com and author of 'Money for Tomorrow'. In this episode, Whitney shares her insights on creating, keeping, and growing wealth, with a focus on multifamily investments, preferred equity, and debt funds. Don't miss out on her valuable advice for both new and seasoned investors. Subscribe now and learn how to secure your financial future!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About <br>Whitney Elkins-Hutten<br> </strong></p><p>Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate. </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>03:19 Book released</p><p>08:45 Passive vs. active investing</p><p>15:05 What asset classes are doing well?</p><p>17:34 Preferred Equity</p><p>29:05 Mistakes LPs are making </p><p>32:38 Podcast recommendations</p><p>33:53 Contact<br></p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>The Mind Pump Podcast: https://mindpumppodcast.com/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/ <br>Facebook: https://www.facebook.com/WhitneyHuttenInvesting </p><p>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on the Passive Investing from Left Field podcast as we welcome back Whitney Elkins-Hutten, the Director of Investor Education at PassiveInvesting.com and author of 'Money for Tomorrow'. In this episode, Whitney shares her insights on creating, keeping, and growing wealth, with a focus on multifamily investments, preferred equity, and debt funds. Don't miss out on her valuable advice for both new and seasoned investors. Subscribe now and learn how to secure your financial future!   About Whitney Elkins-Hutten  Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.  Here are some power takeaways from today’s conversation: 03:19 Book released 08:45 Passive vs. active investing 15:05 What asset classes are doing well? 17:34 Preferred Equity 29:05 Mistakes LPs are making  32:38 Podcast recommendations 33:53 Contact   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Mind Pump Podcast: https://mindpumppodcast.com/ Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/ Facebook: https://www.facebook.com/WhitneyHuttenInvesting  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on the Passive Investing from Left Field podcast as we welcome back Whitney Elkins-Hutten, the Director of Investor Education at PassiveInvesting.com and author of 'Money for Tomorrow'. In this episode, Whitney shares her insights on creating, keeping, and growing wealth, with a focus on multifamily investments, preferred equity, and debt funds. Don't miss out on her valuable advice for both new and seasoned investors. Subscribe now and learn how to secure your financial future!
  



About 
Whitney Elkins-Hutten
 

Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate. 



Here are some power takeaways from today’s conversation:

03:19 Book released

08:45 Passive vs. active investing

15:05 What asset classes are doing well?

17:34 Preferred Equity

29:05 Mistakes LPs are making 

32:38 Podcast recommendations

33:53 Contact



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
The Mind Pump Podcast: https://mindpumppodcast.com/

Resources Mentioned:

Contact the guest:
LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/ 
Facebook: https://www.facebook.com/WhitneyHuttenInvesting 

Advertising Partners:

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2416 no 174: Critical Aspects of Limited Partnerships for Smarter Passive Investing with Aleksey Chernobelskiy https://share.transistor.fm/s/fa8ce9ac Welcome to the Passive Investing from Left Field podcast! In this episode, we're thrilled to have Aleksey Chernobelskiy, an expert in advising limited partners on real estate investments. Aleksey shares invaluable insights on navigating syndication deals, avoiding common mistakes, and the importance of being an active LP. Whether you're a seasoned investor or just getting started, this episode is packed with essential advice to help you succeed in the world of passive investing. Don't miss out – tune in now About Aleksey Chernobelskiy  Aleksey Chernobelskiy advises limited partners (LPs) on existing and future investments, writing weekly to 3,000 investors at LPlessons.substack.com to explain how to properly vet and consider LP investments within their portfolios. He also assists General Partners with LP-related matters such as capital calls and feedback on investment decks. Before advising LPs, Aleksey managed STORE Capital’s $10 billion commercial real estate portfolio and oversaw the firm’s underwriting team. He graduated from the University of Arizona with a quadruple major in Finance, Mathematics, Economics, and Accounting. Here are some power takeaways from today’s conversation: 02:27 His background 05:32 His three key fundamentals 10:46 Pros and cons of perpetual holds 20:46 The difference between the return on vs of capital structures 26:19 How LPs can set expectations ahead of time 35:42 Podcast Recommendation 36:47 Contact Guest   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Aquired Podcast: https://www.acquired.fm/The Founders Podcast: https://www.founderspodcast.com/ Resources Mentioned: Contact the guest:LinkedIn http://www.linkedin.com/in/chernobelskiy Advertising Partners: Vyzer:https://vyzer.co/ Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 23 Jun 2024 07:00:00 -0000 174: Critical Aspects of Limited Partnerships for Smarter Passive Investing with Aleksey Chernobelskiy full 174 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Welcome to the Passive Investing from Left Field podcast! In this episode, we're thrilled to have Aleksey Chernobelskiy, an expert in advising limited partners on real estate investments. Aleksey shares invaluable insights on navigating syndication deals, avoiding common mistakes, and the importance of being an active LP. Whether you're a seasoned investor or just getting started, this episode is packed with essential advice to help you succeed in the world of passive investing. Don't miss out – tune in now</p><p><br></p><p><br></p><p><strong>About Aleksey Chernobelskiy<br> </strong></p><p>Aleksey Chernobelskiy advises limited partners (LPs) on existing and future investments, writing weekly to 3,000 investors at LPlessons.substack.com to explain how to properly vet and consider LP investments within their portfolios. He also assists General Partners with LP-related matters such as capital calls and feedback on investment decks. Before advising LPs, Aleksey managed STORE Capital’s $10 billion commercial real estate portfolio and oversaw the firm’s underwriting team. He graduated from the University of Arizona with a quadruple major in Finance, Mathematics, Economics, and Accounting.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:27 His background</p><p>05:32 His three key fundamentals</p><p>10:46 Pros and cons of perpetual holds</p><p>20:46 The difference between the return on vs of capital structures</p><p>26:19 How LPs can set expectations ahead of time</p><p>35:42 Podcast Recommendation</p><p>36:47 Contact Guest<br></p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>The Aquired Podcast: https://www.acquired.fm/<br>The Founders Podcast: https://www.founderspodcast.com/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn http://www.linkedin.com/in/chernobelskiy</p><p>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Midloch:<br>https://midloch.com/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Welcome to the Passive Investing from Left Field podcast! In this episode, we're thrilled to have Aleksey Chernobelskiy, an expert in advising limited partners on real estate investments. Aleksey shares invaluable insights on navigating syndication deals, avoiding common mistakes, and the importance of being an active LP. Whether you're a seasoned investor or just getting started, this episode is packed with essential advice to help you succeed in the world of passive investing. Don't miss out – tune in now About Aleksey Chernobelskiy  Aleksey Chernobelskiy advises limited partners (LPs) on existing and future investments, writing weekly to 3,000 investors at LPlessons.substack.com to explain how to properly vet and consider LP investments within their portfolios. He also assists General Partners with LP-related matters such as capital calls and feedback on investment decks. Before advising LPs, Aleksey managed STORE Capital’s $10 billion commercial real estate portfolio and oversaw the firm’s underwriting team. He graduated from the University of Arizona with a quadruple major in Finance, Mathematics, Economics, and Accounting. Here are some power takeaways from today’s conversation: 02:27 His background 05:32 His three key fundamentals 10:46 Pros and cons of perpetual holds 20:46 The difference between the return on vs of capital structures 26:19 How LPs can set expectations ahead of time 35:42 Podcast Recommendation 36:47 Contact Guest   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Aquired Podcast: https://www.acquired.fm/The Founders Podcast: https://www.founderspodcast.com/ Resources Mentioned: Contact the guest:LinkedIn http://www.linkedin.com/in/chernobelskiy Advertising Partners: Vyzer:https://vyzer.co/ Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Welcome to the Passive Investing from Left Field podcast! In this episode, we're thrilled to have Aleksey Chernobelskiy, an expert in advising limited partners on real estate investments. Aleksey shares invaluable insights on navigating syndication deals, avoiding common mistakes, and the importance of being an active LP. Whether you're a seasoned investor or just getting started, this episode is packed with essential advice to help you succeed in the world of passive investing. Don't miss out – tune in now



About Aleksey Chernobelskiy
 

Aleksey Chernobelskiy advises limited partners (LPs) on existing and future investments, writing weekly to 3,000 investors at LPlessons.substack.com to explain how to properly vet and consider LP investments within their portfolios. He also assists General Partners with LP-related matters such as capital calls and feedback on investment decks. Before advising LPs, Aleksey managed STORE Capital’s $10 billion commercial real estate portfolio and oversaw the firm’s underwriting team. He graduated from the University of Arizona with a quadruple major in Finance, Mathematics, Economics, and Accounting.



Here are some power takeaways from today’s conversation:

02:27 His background

05:32 His three key fundamentals

10:46 Pros and cons of perpetual holds

20:46 The difference between the return on vs of capital structures

26:19 How LPs can set expectations ahead of time

35:42 Podcast Recommendation

36:47 Contact Guest



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
The Aquired Podcast: https://www.acquired.fm/
The Founders Podcast: https://www.founderspodcast.com/

Resources Mentioned:

Contact the guest:
LinkedIn http://www.linkedin.com/in/chernobelskiy

Advertising Partners:

Vyzer:
https://vyzer.co/

Midloch:
https://midloch.com/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2597 no 173: The Ins and Outs of Ground-Up Development with Andrew Brewer https://share.transistor.fm/s/48e17875 Join host Jim Pfeifer and real estate developer Andrew Brewer as they explore the intricate world of real estate development. Discover the crucial steps, potential risks, and expert strategies for successful property development. Whether you're a seasoned investor or new to the field, this episode offers invaluable insights to help you navigate your investment journey with confidence. Tune in to learn how to assess projects, select the right partners, and manage development risks effectively.    About Andrew Brewer  Andrew is the Founder and Managing Partner of IronGall Investments, a real estate development firm based in Austin, and Distance 3 Development, a real estate investment firm based in San Antonio. As a developer and project sponsor Andrew has helped hundreds of busy professionals achieve time and financial freedom through passive real estate investments in markets across the US.He has experience in apartments, townhomes, single family home subdivisions, mobile home parks, RV parks, and office warehouse spaces. The value of projects sponsored by Irongall Investments and Distance 3 Development has a combined market value of hundreds of millions of dollars. Too often, we've seen working professionals miss far too many school plays and soccer games, and we've also seen individuals too busy to pursue their passion projects. Andrew wants to help as many people as possible to take control of their time and accumulate wealth through real estate so they won't have to miss any more significant occasions.Andrew has a varied background in real estate and has participated in projects as an owner, developer, operator, engineer, and consultant.As an operations engineer, Andrew implemented comprehensive building turnarounds of underperforming assets, resulting in enhanced operations, cheaper maintenance costs, and better resident experiences.  Here are some power takeaways from today’s conversation: 02:07 His background 05:25 What projects he has right now 10:39 How to vet an operator? 20:26 Questions for the deal  26:31 How the returns are structured 31:52 How the phases work 34:39 Podcast recommendations34:57 contact   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Best Ever Podcast: https://www.bestevercre.com/podcastBigger Pockets: https://www.biggerpockets.com/ Resources Mentioned: Contact the guest:LinkedIn https://www.linkedin.com/in/andrew-brewer-irongall-investments/  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 16 Jun 2024 07:00:00 -0000 173: The Ins and Outs of Ground-Up Development with Andrew Brewer full 173 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join host Jim Pfeifer and real estate developer Andrew Brewer as they explore the intricate world of real estate development. Discover the crucial steps, potential risks, and expert strategies for successful property development. Whether you're a seasoned investor or new to the field, this episode offers invaluable insights to help you navigate your investment journey with confidence. Tune in to learn how to assess projects, select the right partners, and manage development risks effectively. <br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Andrew Brewer<br> </strong></p><p>Andrew is the Founder and Managing Partner of IronGall Investments, a real estate development firm based in Austin, and Distance 3 Development, a real estate investment firm based in San Antonio. <br>As a developer and project sponsor Andrew has helped hundreds of busy professionals achieve time and financial freedom through passive real estate investments in markets across the US.<br>He has experience in apartments, townhomes, single family home subdivisions, mobile home parks, RV parks, and office warehouse spaces. The value of projects sponsored by Irongall Investments and Distance 3 Development has a combined market value of hundreds of millions of dollars. <br>Too often, we've seen working professionals miss far too many school plays and soccer games, and we've also seen individuals too busy to pursue their passion projects. Andrew wants to help as many people as possible to take control of their time and accumulate wealth through real estate so they won't have to miss any more significant occasions.<br>Andrew has a varied background in real estate and has participated in projects as an owner, developer, operator, engineer, and consultant.<br>As an operations engineer, Andrew implemented comprehensive building turnarounds of underperforming assets, resulting in enhanced operations, cheaper maintenance costs, and better resident experiences. </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:07 His background</p><p>05:25 What projects he has right now</p><p>10:39 How to vet an operator?</p><p>20:26 Questions for the deal </p><p>26:31 How the returns are structured</p><p>31:52 How the phases work</p><p>34:39 Podcast recommendations<br>34:57 contact</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Best Ever Podcast: https://www.bestevercre.com/podcast<br>Bigger Pockets: https://www.biggerpockets.com/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn <br>https://www.linkedin.com/in/andrew-brewer-irongall-investments/ </p><p>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join host Jim Pfeifer and real estate developer Andrew Brewer as they explore the intricate world of real estate development. Discover the crucial steps, potential risks, and expert strategies for successful property development. Whether you're a seasoned investor or new to the field, this episode offers invaluable insights to help you navigate your investment journey with confidence. Tune in to learn how to assess projects, select the right partners, and manage development risks effectively.    About Andrew Brewer  Andrew is the Founder and Managing Partner of IronGall Investments, a real estate development firm based in Austin, and Distance 3 Development, a real estate investment firm based in San Antonio. As a developer and project sponsor Andrew has helped hundreds of busy professionals achieve time and financial freedom through passive real estate investments in markets across the US.He has experience in apartments, townhomes, single family home subdivisions, mobile home parks, RV parks, and office warehouse spaces. The value of projects sponsored by Irongall Investments and Distance 3 Development has a combined market value of hundreds of millions of dollars. Too often, we've seen working professionals miss far too many school plays and soccer games, and we've also seen individuals too busy to pursue their passion projects. Andrew wants to help as many people as possible to take control of their time and accumulate wealth through real estate so they won't have to miss any more significant occasions.Andrew has a varied background in real estate and has participated in projects as an owner, developer, operator, engineer, and consultant.As an operations engineer, Andrew implemented comprehensive building turnarounds of underperforming assets, resulting in enhanced operations, cheaper maintenance costs, and better resident experiences.  Here are some power takeaways from today’s conversation: 02:07 His background 05:25 What projects he has right now 10:39 How to vet an operator? 20:26 Questions for the deal  26:31 How the returns are structured 31:52 How the phases work 34:39 Podcast recommendations34:57 contact   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Best Ever Podcast: https://www.bestevercre.com/podcastBigger Pockets: https://www.biggerpockets.com/ Resources Mentioned: Contact the guest:LinkedIn https://www.linkedin.com/in/andrew-brewer-irongall-investments/  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join host Jim Pfeifer and real estate developer Andrew Brewer as they explore the intricate world of real estate development. Discover the crucial steps, potential risks, and expert strategies for successful property development. Whether you're a seasoned investor or new to the field, this episode offers invaluable insights to help you navigate your investment journey with confidence. Tune in to learn how to assess projects, select the right partners, and manage development risks effectively.
  



About Andrew Brewer
 

Andrew is the Founder and Managing Partner of IronGall Investments, a real estate development firm based in Austin, and Distance 3 Development, a real estate investment firm based in San Antonio. 
As a developer and project sponsor Andrew has helped hundreds of busy professionals achieve time and financial freedom through passive real estate investments in markets across the US.
He has experience in apartments, townhomes, single family home subdivisions, mobile home parks, RV parks, and office warehouse spaces. The value of projects sponsored by Irongall Investments and Distance 3 Development has a combined market value of hundreds of millions of dollars. 
Too often, we've seen working professionals miss far too many school plays and soccer games, and we've also seen individuals too busy to pursue their passion projects. Andrew wants to help as many people as possible to take control of their time and accumulate wealth through real estate so they won't have to miss any more significant occasions.
Andrew has a varied background in real estate and has participated in projects as an owner, developer, operator, engineer, and consultant.
As an operations engineer, Andrew implemented comprehensive building turnarounds of underperforming assets, resulting in enhanced operations, cheaper maintenance costs, and better resident experiences. 



Here are some power takeaways from today’s conversation:

02:07 His background

05:25 What projects he has right now

10:39 How to vet an operator?

20:26 Questions for the deal 

26:31 How the returns are structured

31:52 How the phases work

34:39 Podcast recommendations
34:57 contact



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Best Ever Podcast: https://www.bestevercre.com/podcast
Bigger Pockets: https://www.biggerpockets.com/

Resources Mentioned:

Contact the guest:
LinkedIn 
https://www.linkedin.com/in/andrew-brewer-irongall-investments/ 

Advertising Partners:

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2473 no 172: From Boy Band to Big-Time Investor: Michael Sarracini's Journey https://share.transistor.fm/s/9eb3e0e2 Join us on "Passive Investing from Left Field" as we dive into an enlightening conversation with Michael Sarracini, a seasoned real estate investor and former boy band member turned entrepreneur. Discover Michael's unique journey from pop stages to property pages and learn how he leverages the three core investing streams to achieve financial freedom. Don't miss out on his valuable insights into transforming your real estate investments from active hustles to passive income streams!   About Michael Sarracini  Michael Sarracini is an award-winning entrepreneur and real estate investor. Starting over 20 years ago as a university student with nothing but debt and the drive to succeed, he turned a small government loan into a multimillion-dollar real estate empire that allowed him to retire at 25. With his new freedom he then explored other industries including television, ecommerce, real estate development & private education.Today Michael is CEO of Keyspire and Chairman of The Sarracini Group. He focuses on adding value to people through personal development and education as well as adding value to land through strategic partnerships and development.Michael’s team has trained more than 100,000 real estate investors and helped them generate tens of millions of dollars in net worth.As an entrepreneur, he has won multiple business awards for business growth, sales revenue and employee satisfaction, and in 2016 he led the #1 fastest-growing consumer business in the country.Michael supports his business growth through strong leadership, solid business practices and community involvement.Michael believes in, and invests heavily in, his personal growth and personal development.He believes strongly in community involvement and sits on the board of directors and the leadership committee for the Children’s Foundation.Michael lives with his wife and two boys just outside of Toronto, Canada. He loves to spend time with his family swimming, mountain biking, hiking, BBQing and loves hosting big family dinners. He also enjoys scuba diving and playing squash.Michael’s ultimate goal is to help his partners and his students maximize both their profits and their purpose so they can live enriched and fulfilling lives.    Here are some power takeaways from today’s conversation: 01:57 His background  07:25 Boss mindset leading to real estate 10:57 Transitioning from active to passive real estate 18:57 Three investing streams  22:36 Income vs. appreciation  26:57 Finding the right individual path to financial freedom 29:50 Podcast recommendation 31:43 Contact Guest   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Dr. Huberman Podcast: https://www.hubermanlab.com/podcastPeter Attia :https://peterattiamd.com/ Resources Mentioned: Contact the guest:LinkedInwww.linkedin.com/company/keyspire/Instagramhttps://www.instagram.com/_keyspire_/Facebookhttps://www.facebook.com/keyspire/YouTubehttps://www.youtube.com/channel/UChQL2BsGF0UQO1VPkd5wHig Advertising Partners: Vyzer:https://vyzer.co/ Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 09 Jun 2024 07:00:00 -0000 172: From Boy Band to Big-Time Investor: Michael Sarracini's Journey full 172 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on "Passive Investing from Left Field" as we dive into an enlightening conversation with Michael Sarracini, a seasoned real estate investor and former boy band member turned entrepreneur. Discover Michael's unique journey from pop stages to property pages and learn how he leverages the three core investing streams to achieve financial freedom. Don't miss out on his valuable insights into transforming your real estate investments from active hustles to passive income streams!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Michael Sarracini<br> </strong></p><ul><li>Michael Sarracini is an award-winning entrepreneur and real estate investor. Starting over 20 years ago as a university student with nothing but debt and the drive to succeed, he turned a small government loan into a multimillion-dollar real estate empire that allowed him to retire at 25. With his new freedom he then explored other industries including television, ecommerce, real estate development &amp; private education.<br>Today Michael is CEO of Keyspire and Chairman of The Sarracini Group. He focuses on adding value to people through personal development and education as well as adding value to land through strategic partnerships and development.<br>Michael’s team has trained more than 100,000 real estate investors and helped them generate tens of millions of dollars in net worth.<br>As an entrepreneur, he has won multiple business awards for business growth, sales revenue and employee satisfaction, and in 2016 he led the #1 fastest-growing consumer business in the country.<br>Michael supports his business growth through strong leadership, solid business practices and community involvement.<br>Michael believes in, and invests heavily in, his personal growth and personal development.<br>He believes strongly in community involvement and sits on the board of directors and the leadership committee for the Children’s Foundation.<br>Michael lives with his wife and two boys just outside of Toronto, Canada. He loves to spend time with his family swimming, mountain biking, hiking, BBQing and loves hosting big family dinners. He also enjoys scuba diving and playing squash.<br>Michael’s ultimate goal is to help his partners and his students maximize both their profits and their purpose so they can live enriched <br>and fulfilling lives.</li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:57 His background </p><p>07:25 Boss mindset leading to real estate</p><p>10:57 Transitioning from active to passive real estate</p><p>18:57 Three investing streams </p><p>22:36 Income vs. appreciation </p><p>26:57 Finding the right individual path to financial freedom</p><p>29:50 Podcast recommendation <br>31:43 Contact Guest</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Dr. Huberman Podcast: https://www.hubermanlab.com/podcast<br>Peter Attia :https://peterattiamd.com/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn<br>www.linkedin.com/company/keyspire/<br>Instagram<br>https://www.instagram.com/_keyspire_/<br>Facebook<br>https://www.facebook.com/keyspire/<br>YouTube<br>https://www.youtube.com/channel/UChQL2BsGF0UQO1VPkd5wHig</p><p><br>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Midloch:<br>https://midloch.com/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on "Passive Investing from Left Field" as we dive into an enlightening conversation with Michael Sarracini, a seasoned real estate investor and former boy band member turned entrepreneur. Discover Michael's unique journey from pop stages to property pages and learn how he leverages the three core investing streams to achieve financial freedom. Don't miss out on his valuable insights into transforming your real estate investments from active hustles to passive income streams!   About Michael Sarracini  Michael Sarracini is an award-winning entrepreneur and real estate investor. Starting over 20 years ago as a university student with nothing but debt and the drive to succeed, he turned a small government loan into a multimillion-dollar real estate empire that allowed him to retire at 25. With his new freedom he then explored other industries including television, ecommerce, real estate development & private education.Today Michael is CEO of Keyspire and Chairman of The Sarracini Group. He focuses on adding value to people through personal development and education as well as adding value to land through strategic partnerships and development.Michael’s team has trained more than 100,000 real estate investors and helped them generate tens of millions of dollars in net worth.As an entrepreneur, he has won multiple business awards for business growth, sales revenue and employee satisfaction, and in 2016 he led the #1 fastest-growing consumer business in the country.Michael supports his business growth through strong leadership, solid business practices and community involvement.Michael believes in, and invests heavily in, his personal growth and personal development.He believes strongly in community involvement and sits on the board of directors and the leadership committee for the Children’s Foundation.Michael lives with his wife and two boys just outside of Toronto, Canada. He loves to spend time with his family swimming, mountain biking, hiking, BBQing and loves hosting big family dinners. He also enjoys scuba diving and playing squash.Michael’s ultimate goal is to help his partners and his students maximize both their profits and their purpose so they can live enriched and fulfilling lives.    Here are some power takeaways from today’s conversation: 01:57 His background  07:25 Boss mindset leading to real estate 10:57 Transitioning from active to passive real estate 18:57 Three investing streams  22:36 Income vs. appreciation  26:57 Finding the right individual path to financial freedom 29:50 Podcast recommendation 31:43 Contact Guest   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Dr. Huberman Podcast: https://www.hubermanlab.com/podcastPeter Attia :https://peterattiamd.com/ Resources Mentioned: Contact the guest:LinkedInwww.linkedin.com/company/keyspire/Instagramhttps://www.instagram.com/_keyspire_/Facebookhttps://www.facebook.com/keyspire/YouTubehttps://www.youtube.com/channel/UChQL2BsGF0UQO1VPkd5wHig Advertising Partners: Vyzer:https://vyzer.co/ Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on "Passive Investing from Left Field" as we dive into an enlightening conversation with Michael Sarracini, a seasoned real estate investor and former boy band member turned entrepreneur. Discover Michael's unique journey from pop stages to property pages and learn how he leverages the three core investing streams to achieve financial freedom. Don't miss out on his valuable insights into transforming your real estate investments from active hustles to passive income streams!
  



About Michael Sarracini
 

  • Michael Sarracini is an award-winning entrepreneur and real estate investor. Starting over 20 years ago as a university student with nothing but debt and the drive to succeed, he turned a small government loan into a multimillion-dollar real estate empire that allowed him to retire at 25. With his new freedom he then explored other industries including television, ecommerce, real estate development & private education.
    Today Michael is CEO of Keyspire and Chairman of The Sarracini Group. He focuses on adding value to people through personal development and education as well as adding value to land through strategic partnerships and development.
    Michael’s team has trained more than 100,000 real estate investors and helped them generate tens of millions of dollars in net worth.
    As an entrepreneur, he has won multiple business awards for business growth, sales revenue and employee satisfaction, and in 2016 he led the #1 fastest-growing consumer business in the country.
    Michael supports his business growth through strong leadership, solid business practices and community involvement.
    Michael believes in, and invests heavily in, his personal growth and personal development.
    He believes strongly in community involvement and sits on the board of directors and the leadership committee for the Children’s Foundation.
    Michael lives with his wife and two boys just outside of Toronto, Canada. He loves to spend time with his family swimming, mountain biking, hiking, BBQing and loves hosting big family dinners. He also enjoys scuba diving and playing squash.
    Michael’s ultimate goal is to help his partners and his students maximize both their profits and their purpose so they can live enriched 
    and fulfilling lives.

  



Here are some power takeaways from today’s conversation:

01:57 His background 

07:25 Boss mindset leading to real estate

10:57 Transitioning from active to passive real estate

18:57 Three investing streams 

22:36 Income vs. appreciation 

26:57 Finding the right individual path to financial freedom

29:50 Podcast recommendation 
31:43 Contact Guest



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Dr. Huberman Podcast: https://www.hubermanlab.com/podcast
Peter Attia :https://peterattiamd.com/

Resources Mentioned:

Contact the guest:
LinkedIn
www.linkedin.com/company/keyspire/
Instagram
https://www.instagram.com/_keyspire_/
Facebook
https://www.facebook.com/keyspire/
YouTube
https://www.youtube.com/channel/UChQL2BsGF0UQO1VPkd5wHig


Advertising Partners:

Vyzer:
https://vyzer.co/

Midloch:
https://midloch.com/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2392 no 171: The Power of Comprehensive Financial Planning: Insights from Jameson Lett https://share.transistor.fm/s/c9954454 Welcome to another insightful episode of the Passive Investing from Left Field Podcast! Today, we're joined by wealth management advisor Jameson Lett, who shares his expertise on comprehensive financial planning, infinite banking, and proactive wealth management. Tune in to learn how you can optimize cash flow, protect your assets, and build long-term wealth by including real estate and alternative investments in your strategy. Don't miss this episode packed with valuable advice for both investors and business owners!   About Jameson Lett  Jameson Lett is a Wealth Management Advisor based out of Columbus, OH. His team has developed and refined a planning process that enables investors to better coordinate their financial decisions using comprehensive models that can help optimize cash flow, protect asset value, and build long-term wealth. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a productive mix of creativity and grit, Jameson launched his practice in the early Spring of 2013. Today, Jameson is proud to have his planning practice as a part of First Financial Group, a high-performance team that delivers custom-tailored strategies to pre- and post-exit business owners and LP investors all over the country. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to providing financial services to the families and businesses that operate in this space, Jameson also serves on the board of trustees for I Am Boundless, the largest and fastest growing services provider in Ohio. Here are some power takeaways from today’s conversation: 02:00 His journey 04:45 Reactive planning vs proactive planning 07:38 Including alternatives in your planning  12:12 Implementing infinite banking 18:15 Whole life insurance 22:25 Talking to someone who doesn’t like whole life insurance 29:23 Working with a business owner vs an LP investor33:18 Should you find a financial advisor that works with real estate? 35:55 Should your financial advisor be a fiduciary? 38:13 Podcast recommendations 39:14 Contact Jameson   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Hard Fork Podcast: https://podcasts.apple.com/us/podcast/hard-fork/id1528594034Dan Carlin's Hardcore History: https://podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861 Resources Mentioned: Contact the guest:LinkedIn www.linkedin.com/in/jamesonlett Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 02 Jun 2024 07:00:00 -0000 171: The Power of Comprehensive Financial Planning: Insights from Jameson Lett full 171 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Welcome to another insightful episode of the Passive Investing from Left Field Podcast! Today, we're joined by wealth management advisor Jameson Lett, who shares his expertise on comprehensive financial planning, infinite banking, and proactive wealth management. Tune in to learn how you can optimize cash flow, protect your assets, and build long-term wealth by including real estate and alternative investments in your strategy. Don't miss this episode packed with valuable advice for both investors and business owners!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Jameson Lett<br> </strong></p><p>Jameson Lett is a Wealth Management Advisor based out of Columbus, OH. His team has developed and refined a planning process that enables investors to better coordinate their financial decisions using comprehensive models that can help optimize cash flow, protect asset value, and build long-term wealth. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a productive mix of creativity and grit, Jameson launched his practice in the early Spring of 2013.</p><p>Today, Jameson is proud to have his planning practice as a part of First Financial Group, a high-performance team that delivers custom-tailored strategies to pre- and post-exit business owners and LP investors all over the country. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to providing financial services to the families and businesses that operate in this space, Jameson also serves on the board of trustees for I Am Boundless, the largest and fastest growing services provider in Ohio.</p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:00 His journey</p><p>04:45 Reactive planning vs proactive planning</p><p>07:38 Including alternatives in your planning </p><p>12:12 Implementing infinite banking</p><p>18:15 Whole life insurance</p><p>22:25 Talking to someone who doesn’t like whole life insurance</p><p>29:23 Working with a business owner vs an LP investor<br>33:18 Should you find a financial advisor that works with real estate?</p><p>35:55 Should your financial advisor be a fiduciary?</p><p>38:13 Podcast recommendations</p><p>39:14 Contact Jameson</p><p><br></p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>The Hard Fork Podcast: https://podcasts.apple.com/us/podcast/hard-fork/id1528594034<br>Dan Carlin's Hardcore History: https://podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn www.linkedin.com/in/jamesonlett</p><p><br>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Welcome to another insightful episode of the Passive Investing from Left Field Podcast! Today, we're joined by wealth management advisor Jameson Lett, who shares his expertise on comprehensive financial planning, infinite banking, and proactive wealth management. Tune in to learn how you can optimize cash flow, protect your assets, and build long-term wealth by including real estate and alternative investments in your strategy. Don't miss this episode packed with valuable advice for both investors and business owners!   About Jameson Lett  Jameson Lett is a Wealth Management Advisor based out of Columbus, OH. His team has developed and refined a planning process that enables investors to better coordinate their financial decisions using comprehensive models that can help optimize cash flow, protect asset value, and build long-term wealth. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a productive mix of creativity and grit, Jameson launched his practice in the early Spring of 2013. Today, Jameson is proud to have his planning practice as a part of First Financial Group, a high-performance team that delivers custom-tailored strategies to pre- and post-exit business owners and LP investors all over the country. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to providing financial services to the families and businesses that operate in this space, Jameson also serves on the board of trustees for I Am Boundless, the largest and fastest growing services provider in Ohio. Here are some power takeaways from today’s conversation: 02:00 His journey 04:45 Reactive planning vs proactive planning 07:38 Including alternatives in your planning  12:12 Implementing infinite banking 18:15 Whole life insurance 22:25 Talking to someone who doesn’t like whole life insurance 29:23 Working with a business owner vs an LP investor33:18 Should you find a financial advisor that works with real estate? 35:55 Should your financial advisor be a fiduciary? 38:13 Podcast recommendations 39:14 Contact Jameson   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Hard Fork Podcast: https://podcasts.apple.com/us/podcast/hard-fork/id1528594034Dan Carlin's Hardcore History: https://podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861 Resources Mentioned: Contact the guest:LinkedIn www.linkedin.com/in/jamesonlett Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Welcome to another insightful episode of the Passive Investing from Left Field Podcast! Today, we're joined by wealth management advisor Jameson Lett, who shares his expertise on comprehensive financial planning, infinite banking, and proactive wealth management. Tune in to learn how you can optimize cash flow, protect your assets, and build long-term wealth by including real estate and alternative investments in your strategy. Don't miss this episode packed with valuable advice for both investors and business owners!
  



About Jameson Lett
 

Jameson Lett is a Wealth Management Advisor based out of Columbus, OH. His team has developed and refined a planning process that enables investors to better coordinate their financial decisions using comprehensive models that can help optimize cash flow, protect asset value, and build long-term wealth. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a productive mix of creativity and grit, Jameson launched his practice in the early Spring of 2013.

Today, Jameson is proud to have his planning practice as a part of First Financial Group, a high-performance team that delivers custom-tailored strategies to pre- and post-exit business owners and LP investors all over the country. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to providing financial services to the families and businesses that operate in this space, Jameson also serves on the board of trustees for I Am Boundless, the largest and fastest growing services provider in Ohio.



Here are some power takeaways from today’s conversation:

02:00 His journey

04:45 Reactive planning vs proactive planning

07:38 Including alternatives in your planning 

12:12 Implementing infinite banking

18:15 Whole life insurance

22:25 Talking to someone who doesn’t like whole life insurance

29:23 Working with a business owner vs an LP investor
33:18 Should you find a financial advisor that works with real estate?

35:55 Should your financial advisor be a fiduciary?

38:13 Podcast recommendations

39:14 Contact Jameson




 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
The Hard Fork Podcast: https://podcasts.apple.com/us/podcast/hard-fork/id1528594034
Dan Carlin's Hardcore History: https://podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861

Resources Mentioned:

Contact the guest:
LinkedIn www.linkedin.com/in/jamesonlett


Advertising Partners:

Vyzer:
https://vyzer.co/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2753 no 170: The Art of Multifamily Investments: Predictions and Strategies with Ken McElroy https://share.transistor.fm/s/d29efeb0 Join us on the latest episode of the "Passive Investing from Left Field" podcast where our host, Jim Pfeifer, sits down with real estate mogul Ken McElroy. Dive deep into the complexities of property management, the effects of economic shifts on real estate, and Ken’s expert strategies for building and maintaining a successful investment portfolio. Whether you're a seasoned investor or just starting out, this episode offers valuable insights into the world of real estate investing.   About Ken McElroy  Ken McElroy is a seasoned real estate investor, podcast host and the co-founder and CEO of MC Companies (MC), a national multifamily investment company out of Scottsdale, Arizona. MC’s growing portfolio spans 9000 units across Arizona, Texas, and Oklahoma, worth more than $2 billion in real estate assets. MC Companies’ active philanthropy arm, Sharing the Good Life Foundation, supports local and national charities such as Cystic Fibrosis Foundation, Autism Speaks Arizona, Hydrocephalus Association, The University of Arizona Health Sciences Center, The Leukemia & Lymphoma Society, Susan G. Komen for the Cure and many more.Ken uses his KenMcElroy.com site, YouTube, and podcast platforms to educate and discuss numerous topics connected to real estate, investing, personal finance, budgeting, the entrepreneur mindset and has hosted more than 268 episodes of real estate strategy-related podcasts.He is also the author of the best selling ABCs of Real Estate Investing, ABCs of Advanced Real Estate Investing, ABCs of Property Management, ABCs of Buying Rental Property, his upcoming ABCs of Raising Capital as well as The Sleeping Giant and Return to Orchard Canyon. He is also a contributor to The Real Book of Real Estate by Robert Kiyosaki and Midas Touch by Donald Trump and Robert Kiyosaki. Ken is the founder of The Collective Advisors Mastermind Group and regularly shares his knowledge through live public speaking engagements and personal appearances.Ken is passionate about educating others so that they too can experience financial freedom through real estate investing.    Here are some power takeaways from today’s conversation: 2:08 His background 04:33 Vertical integration   08:05 Questions an LP can ask   13:00 Why cut interest rates when inflation is high? 18:23 How he views inflation? 29:46 As an LP looking at deals what kind of debt should we be looking for? 35:05 How to vet a trusted proven operator who is struggling?39:51 How to know when to start investing again? 43:44 What he learned from the mistakes he made 47:00 Podcast Recommendations 47:55 Contact    This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Joe Rogan: https://open.spotify.com/show/4rOoJ6Egrf8K2IrywzwOMk Resources Mentioned: Contact the guest:LinkedIn https://www.linkedin.com/in/kenmcelroyofficial/  Tiktok https://www.tiktok.com/@kenmcelroyofficialis_from_webapp=1&sender_device=pc  Instagram https://www.instagram.com/kenmcelroyoffici  Facebook https://www.facebook.com/kenmcelroyofficial  YouTube   https://www.youtube.com/@KenMcElroy  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Sun, 26 May 2024 07:00:00 -0000 170: The Art of Multifamily Investments: Predictions and Strategies with Ken McElroy full 170 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of the "Passive Investing from Left Field" podcast where our host, Jim Pfeifer, sits down with real estate mogul Ken McElroy. Dive deep into the complexities of property management, the effects of economic shifts on real estate, and Ken’s expert strategies for building and maintaining a successful investment portfolio. Whether you're a seasoned investor or just starting out, this episode offers valuable insights into the world of real estate investing.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Ken McElroy<br> </strong></p><ul><li>Ken McElroy is a seasoned real estate investor, podcast host and the co-founder and CEO of MC Companies (MC), a national multifamily investment company out of Scottsdale, Arizona. MC’s growing portfolio spans 9000 units across Arizona, Texas, and Oklahoma, worth more than $2 billion in real estate assets. MC Companies’ active philanthropy arm, Sharing the Good Life Foundation, supports local and national charities such as Cystic Fibrosis Foundation, Autism Speaks Arizona, Hydrocephalus Association, The University of Arizona Health Sciences Center, The Leukemia &amp; Lymphoma Society, Susan G. Komen for the Cure and many more.<br>Ken uses his KenMcElroy.com site, YouTube, and podcast platforms to educate and discuss numerous topics connected to real estate, investing, personal finance, budgeting, the entrepreneur mindset and has hosted more than 268 episodes of real estate strategy-related podcasts.<br>He is also the author of the best selling ABCs of Real Estate Investing, ABCs of Advanced Real Estate Investing, ABCs of Property Management, ABCs of Buying Rental Property, his upcoming ABCs of Raising Capital as well as The Sleeping Giant and Return to Orchard Canyon. He is also a contributor to The Real Book of Real Estate by Robert Kiyosaki and Midas Touch by Donald Trump and Robert Kiyosaki. Ken is the founder of The Collective Advisors Mastermind Group and regularly shares his knowledge through live public speaking engagements and personal appearances.<p>Ken is passionate about educating others so that they too can experience financial freedom through real estate investing.</p></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>2:08 His background</p><p>04:33 Vertical integration  </p><p>08:05 Questions an LP can ask  </p><p>13:00 Why cut interest rates when inflation is high?</p><p>18:23 How he views inflation?</p><p>29:46 As an LP looking at deals what kind of debt should we be looking for?</p><p>35:05 How to vet a trusted proven operator who is struggling?<br>39:51 How to know when to start investing again?</p><p>43:44 What he learned from the mistakes he made</p><p>47:00 Podcast Recommendations</p><p>47:55 Contact </p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p>Podcast Recommendations:<br>Joe Rogan: https://open.spotify.com/show/4rOoJ6Egrf8K2IrywzwOMk</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn <br>https://www.linkedin.com/in/kenmcelroyofficial/ </p><p>Tiktok <br>https://www.tiktok.com/@kenmcelroyofficialis_from_webapp=1&amp;sender_device=pc </p><p>Instagram <br>https://www.instagram.com/kenmcelroyoffici </p><p>Facebook <br>https://www.facebook.com/kenmcelroyofficial </p><p>YouTube <br>  https://www.youtube.com/@KenMcElroy </p><p>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p><br>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p> Join us on the latest episode of the "Passive Investing from Left Field" podcast where our host, Jim Pfeifer, sits down with real estate mogul Ken McElroy. Dive deep into the complexities of property management, the effects of economic shifts on real estate, and Ken’s expert strategies for building and maintaining a successful investment portfolio. Whether you're a seasoned investor or just starting out, this episode offers valuable insights into the world of real estate investing.   About Ken McElroy  Ken McElroy is a seasoned real estate investor, podcast host and the co-founder and CEO of MC Companies (MC), a national multifamily investment company out of Scottsdale, Arizona. MC’s growing portfolio spans 9000 units across Arizona, Texas, and Oklahoma, worth more than $2 billion in real estate assets. MC Companies’ active philanthropy arm, Sharing the Good Life Foundation, supports local and national charities such as Cystic Fibrosis Foundation, Autism Speaks Arizona, Hydrocephalus Association, The University of Arizona Health Sciences Center, The Leukemia & Lymphoma Society, Susan G. Komen for the Cure and many more.Ken uses his KenMcElroy.com site, YouTube, and podcast platforms to educate and discuss numerous topics connected to real estate, investing, personal finance, budgeting, the entrepreneur mindset and has hosted more than 268 episodes of real estate strategy-related podcasts.He is also the author of the best selling ABCs of Real Estate Investing, ABCs of Advanced Real Estate Investing, ABCs of Property Management, ABCs of Buying Rental Property, his upcoming ABCs of Raising Capital as well as The Sleeping Giant and Return to Orchard Canyon. He is also a contributor to The Real Book of Real Estate by Robert Kiyosaki and Midas Touch by Donald Trump and Robert Kiyosaki. Ken is the founder of The Collective Advisors Mastermind Group and regularly shares his knowledge through live public speaking engagements and personal appearances.Ken is passionate about educating others so that they too can experience financial freedom through real estate investing.    Here are some power takeaways from today’s conversation: 2:08 His background 04:33 Vertical integration   08:05 Questions an LP can ask   13:00 Why cut interest rates when inflation is high? 18:23 How he views inflation? 29:46 As an LP looking at deals what kind of debt should we be looking for? 35:05 How to vet a trusted proven operator who is struggling?39:51 How to know when to start investing again? 43:44 What he learned from the mistakes he made 47:00 Podcast Recommendations 47:55 Contact    This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:Joe Rogan: https://open.spotify.com/show/4rOoJ6Egrf8K2IrywzwOMk Resources Mentioned: Contact the guest:LinkedIn https://www.linkedin.com/in/kenmcelroyofficial/  Tiktok https://www.tiktok.com/@kenmcelroyofficialis_from_webapp=1&sender_device=pc  Instagram https://www.instagram.com/kenmcelroyoffici  Facebook https://www.facebook.com/kenmcelroyofficial  YouTube   https://www.youtube.com/@KenMcElroy  Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Join us on the latest episode of the "Passive Investing from Left Field" podcast where our host, Jim Pfeifer, sits down with real estate mogul Ken McElroy. Dive deep into the complexities of property management, the effects of economic shifts on real estate, and Ken’s expert strategies for building and maintaining a successful investment portfolio. Whether you're a seasoned investor or just starting out, this episode offers valuable insights into the world of real estate investing.
  



About Ken McElroy
 

  • Ken McElroy is a seasoned real estate investor, podcast host and the co-founder and CEO of MC Companies (MC), a national multifamily investment company out of Scottsdale, Arizona. MC’s growing portfolio spans 9000 units across Arizona, Texas, and Oklahoma, worth more than $2 billion in real estate assets. MC Companies’ active philanthropy arm, Sharing the Good Life Foundation, supports local and national charities such as Cystic Fibrosis Foundation, Autism Speaks Arizona, Hydrocephalus Association, The University of Arizona Health Sciences Center, The Leukemia & Lymphoma Society, Susan G. Komen for the Cure and many more.
    Ken uses his KenMcElroy.com site, YouTube, and podcast platforms to educate and discuss numerous topics connected to real estate, investing, personal finance, budgeting, the entrepreneur mindset and has hosted more than 268 episodes of real estate strategy-related podcasts.
    He is also the author of the best selling ABCs of Real Estate Investing, ABCs of Advanced Real Estate Investing, ABCs of Property Management, ABCs of Buying Rental Property, his upcoming ABCs of Raising Capital as well as The Sleeping Giant and Return to Orchard Canyon. He is also a contributor to The Real Book of Real Estate by Robert Kiyosaki and Midas Touch by Donald Trump and Robert Kiyosaki. Ken is the founder of The Collective Advisors Mastermind Group and regularly shares his knowledge through live public speaking engagements and personal appearances.

    Ken is passionate about educating others so that they too can experience financial freedom through real estate investing.

  



Here are some power takeaways from today’s conversation:

2:08 His background

04:33 Vertical integration  

08:05 Questions an LP can ask  

13:00 Why cut interest rates when inflation is high?

18:23 How he views inflation?

29:46 As an LP looking at deals what kind of debt should we be looking for?

35:05 How to vet a trusted proven operator who is struggling?
39:51 How to know when to start investing again?

43:44 What he learned from the mistakes he made

47:00 Podcast Recommendations

47:55 Contact 



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Podcast Recommendations:
Joe Rogan: https://open.spotify.com/show/4rOoJ6Egrf8K2IrywzwOMk

Resources Mentioned:

Contact the guest:
LinkedIn 
https://www.linkedin.com/in/kenmcelroyofficial/ 

Tiktok 
https://www.tiktok.com/@kenmcelroyofficialis_from_webapp=1&sender_device=pc 

Instagram 
https://www.instagram.com/kenmcelroyoffici 

Facebook 
https://www.facebook.com/kenmcelroyofficial 

YouTube 
  https://www.youtube.com/@KenMcElroy 

Advertising Partners:

Vyzer:
https://vyzer.co/


Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

]]> 3040 no 169: Unlocking Financial Freedom: Bala Krishnan’s Investment Journey https://share.transistor.fm/s/30e89f1a Join us as we delve into the fascinating journey of Bala Krishnan, a tech entrepreneur turned real estate investor. Bala shares his insights on creating exponential wealth through his disciplined 10Y investment model. Learn how he transitioned from tech to ground-up build-to-rent real estate investing, achieving financial independence faster than expected. Tune in to understand the power of wealth multiplication over cash flow and why disciplined investing is crucial in today's market!   About Bala Krishnan  Bala founded the tech start-up – Peel, based in Silicon Valley, California. He raised $96 Million from Top-Tier Silicon Valley Venture Capitalists – Harrison Metal, Redpoint Ventures, Lightspeed Ventures, Samsung Ventures and Alibaba Investments.Peel launched in the Apple App Store and Sold in the Apple Store. Peel software and reference design ships on all major android phones – Samsung, LG, HTC, Lenovo, Motorola, Huawei, Oppo, Sharp and Panasonic.Bala has been investing in Real Estate deals with a focus on ground-up new construction, land development and heavy-lift value-add and repositioning. With extensive experience in land development, entitlement, stabilization and operations, Bala is a full 360 degree developer with real-life first hand experience in all aspects of the deal life cycle. Bala operates in the Real Estate markets of Silicon Valley (CA), Phoenix (AZ) and Dallas / Fort Worth (TX). Bala’s current focus is in building ground-up, Build-toRent Communities and Land Development in the Phoenix MSA market.In 2017, Bala started the “Engineering Entrepreneurship” program at the University of Arizona and designed the course curriculum as a hybrid program developed in collaboration between the Eller School of Business and the University of Arizona Engineering School. This program was further developed and is currently being offered as an elective minor to undergraduate engineering students with courses to choose from for every semester of their study.     Here are some power takeaways from today’s conversation: 01:55 His background  18:55 What sparked 10y? 21:55 Has the model worked through the post-COVID economy? 26:30 3 phrases to 10y  31:06 Wealth gain vs cashflow 37:31 Build to rent 42:09 Contact Bala42:46 Podcast recommendation   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcast Recommendation:  Dr. Huberman Podcast: https://www.hubermanlab.com/podcast Tosh Show:  @toshshow  Joe Rogan: https://www.joerogan.com/ Contact the guest:LinkedIn: https://www.linkedin.com/in/balavkrishnan  Advertising Partners: Vyzer:https://vyzer.co/ Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 19 May 2024 07:00:00 -0000 169: Unlocking Financial Freedom: Bala Krishnan’s Investment Journey full 169 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us as we delve into the fascinating journey of Bala Krishnan, a tech entrepreneur turned real estate investor. Bala shares his insights on creating exponential wealth through his disciplined 10Y investment model. Learn how he transitioned from tech to ground-up build-to-rent real estate investing, achieving financial independence faster than expected. Tune in to understand the power of wealth multiplication over cash flow and why disciplined investing is crucial in today's market!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Bala Krishnan<br> </strong></p><ul><li>Bala founded the tech start-up – Peel, based in Silicon Valley, California. He raised $96 Million from Top-Tier Silicon Valley Venture Capitalists – Harrison Metal, Redpoint Ventures, Lightspeed Ventures, Samsung Ventures and Alibaba Investments.<br>Peel launched in the Apple App Store and Sold in the Apple Store. Peel software and reference design ships on all major android phones – Samsung, LG, HTC, Lenovo, Motorola, Huawei, Oppo, Sharp and Panasonic.<br>Bala has been investing in Real Estate deals with a focus on ground-up new construction, land development and heavy-lift value-add and repositioning. With extensive experience in land development, entitlement, stabilization and operations, Bala is a full 360 degree developer with real-life first hand experience in all aspects of the deal life cycle. Bala operates in the Real Estate markets of Silicon Valley (CA), Phoenix (AZ) and Dallas / Fort Worth (TX). Bala’s current focus is in building ground-up, Build-toRent Communities and Land Development in the Phoenix MSA market.<br>In 2017, Bala started the “Engineering Entrepreneurship” program at the University of Arizona and designed the course curriculum as a hybrid program developed in collaboration between the Eller School of Business and the University of Arizona Engineering School. This program was further developed and is currently being offered as an elective minor to undergraduate engineering students with courses to choose from for every semester of their study. </li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:55 His background </p><p>18:55 What sparked 10y?</p><p>21:55 Has the model worked through the post-COVID economy?</p><p>26:30 3 phrases to 10y </p><p>31:06 Wealth gain vs cashflow</p><p>37:31 Build to rent</p><p>42:09 Contact Bala<br>42:46 Podcast recommendation</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:</strong></p><p>Podcast Recommendation: </p><p>Dr. Huberman Podcast: https://www.hubermanlab.com/podcast</p><p>Tosh Show:  @toshshow  <br>Joe Rogan: https://www.joerogan.com/</p><p><br>Contact the guest:<br>LinkedIn: https://www.linkedin.com/in/balavkrishnan </p><p>Advertising Partners:</p><p>Vyzer:<br>https://vyzer.co/</p><p>Midloch:<br>https://midloch.com/</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us as we delve into the fascinating journey of Bala Krishnan, a tech entrepreneur turned real estate investor. Bala shares his insights on creating exponential wealth through his disciplined 10Y investment model. Learn how he transitioned from tech to ground-up build-to-rent real estate investing, achieving financial independence faster than expected. Tune in to understand the power of wealth multiplication over cash flow and why disciplined investing is crucial in today's market!   About Bala Krishnan  Bala founded the tech start-up – Peel, based in Silicon Valley, California. He raised $96 Million from Top-Tier Silicon Valley Venture Capitalists – Harrison Metal, Redpoint Ventures, Lightspeed Ventures, Samsung Ventures and Alibaba Investments.Peel launched in the Apple App Store and Sold in the Apple Store. Peel software and reference design ships on all major android phones – Samsung, LG, HTC, Lenovo, Motorola, Huawei, Oppo, Sharp and Panasonic.Bala has been investing in Real Estate deals with a focus on ground-up new construction, land development and heavy-lift value-add and repositioning. With extensive experience in land development, entitlement, stabilization and operations, Bala is a full 360 degree developer with real-life first hand experience in all aspects of the deal life cycle. Bala operates in the Real Estate markets of Silicon Valley (CA), Phoenix (AZ) and Dallas / Fort Worth (TX). Bala’s current focus is in building ground-up, Build-toRent Communities and Land Development in the Phoenix MSA market.In 2017, Bala started the “Engineering Entrepreneurship” program at the University of Arizona and designed the course curriculum as a hybrid program developed in collaboration between the Eller School of Business and the University of Arizona Engineering School. This program was further developed and is currently being offered as an elective minor to undergraduate engineering students with courses to choose from for every semester of their study.     Here are some power takeaways from today’s conversation: 01:55 His background  18:55 What sparked 10y? 21:55 Has the model worked through the post-COVID economy? 26:30 3 phrases to 10y  31:06 Wealth gain vs cashflow 37:31 Build to rent 42:09 Contact Bala42:46 Podcast recommendation   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcast Recommendation:  Dr. Huberman Podcast: https://www.hubermanlab.com/podcast Tosh Show:  @toshshow  Joe Rogan: https://www.joerogan.com/ Contact the guest:LinkedIn: https://www.linkedin.com/in/balavkrishnan  Advertising Partners: Vyzer:https://vyzer.co/ Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us as we delve into the fascinating journey of Bala Krishnan, a tech entrepreneur turned real estate investor. Bala shares his insights on creating exponential wealth through his disciplined 10Y investment model. Learn how he transitioned from tech to ground-up build-to-rent real estate investing, achieving financial independence faster than expected. Tune in to understand the power of wealth multiplication over cash flow and why disciplined investing is crucial in today's market!
  



About Bala Krishnan
 

  • Bala founded the tech start-up – Peel, based in Silicon Valley, California. He raised $96 Million from Top-Tier Silicon Valley Venture Capitalists – Harrison Metal, Redpoint Ventures, Lightspeed Ventures, Samsung Ventures and Alibaba Investments.
    Peel launched in the Apple App Store and Sold in the Apple Store. Peel software and reference design ships on all major android phones – Samsung, LG, HTC, Lenovo, Motorola, Huawei, Oppo, Sharp and Panasonic.
    Bala has been investing in Real Estate deals with a focus on ground-up new construction, land development and heavy-lift value-add and repositioning. With extensive experience in land development, entitlement, stabilization and operations, Bala is a full 360 degree developer with real-life first hand experience in all aspects of the deal life cycle. Bala operates in the Real Estate markets of Silicon Valley (CA), Phoenix (AZ) and Dallas / Fort Worth (TX). Bala’s current focus is in building ground-up, Build-toRent Communities and Land Development in the Phoenix MSA market.
    In 2017, Bala started the “Engineering Entrepreneurship” program at the University of Arizona and designed the course curriculum as a hybrid program developed in collaboration between the Eller School of Business and the University of Arizona Engineering School. This program was further developed and is currently being offered as an elective minor to undergraduate engineering students with courses to choose from for every semester of their study. 

  



Here are some power takeaways from today’s conversation:

01:55 His background 

18:55 What sparked 10y?

21:55 Has the model worked through the post-COVID economy?

26:30 3 phrases to 10y 

31:06 Wealth gain vs cashflow

37:31 Build to rent

42:09 Contact Bala
42:46 Podcast recommendation



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Podcast Recommendation: 

Dr. Huberman Podcast: https://www.hubermanlab.com/podcast

Tosh Show:  @toshshow  
Joe Rogan: https://www.joerogan.com/


Contact the guest:
LinkedIn: https://www.linkedin.com/in/balavkrishnan 

Advertising Partners:

Vyzer:
https://vyzer.co/

Midloch:
https://midloch.com/

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 3017 no 168: The Future of Storage: How Automation is Changing the Game with Cliff Minsley https://share.transistor.fm/s/199c6cae Join us on the "Passive Investing from Left Field" podcast as we dive deep into the world of real estate with Cliff Minsley, co-founder of Ten Federal. Discover how transitioning from multifamily to self-storage, embracing technology, and innovative strategies have shaped his successful investment approach. Tune in to gain valuable insights on navigating the real estate market and leveraging technology for business growth.   About Cliff Minsley  Partner & Co-Founder of the 10 Federal Companies, Clifton is responsible for leading corporate strategy, capital raising, finance, technology development, and business development, including the real estate development and construction divisions within 10 Federal. Having been active in real estate for nearly 20 years, Cliff has been directly involved in over $700 million of real estate development and acquisitions within the multi-family and self-storage sectors. More recently, Cliff has taken the lead in raising and deploying capital for 10 Federal's self-storage acquisition funds and multi-family developments, having successfully raised over $225 million in equity to date.In addition to co-founding the 10 Federal Companies, Cliff co-founded DaVinci Lock Self Storage, Inc., which enables self-storage owners to automate functions related to the management of their self-storage assets via several, now patented, proprietary methods and products. Under Clifton’s leadership, that company has grown to a team of 13, landed the 2nd largest operator in the industry for a national roll-out in 2024, and achieved an 18.0% market penetration into the self-storage industry in just over 3 years.Cliff holds a BSBA from UNC Chapel Hill’s Kenan-Flagler Business School along with a Minor in Environmental Sciences. Additional credentials include holding Broker-in-Charge real estate licenses in NC, SC, and GA, a NC Unlimited General Contractor license, and a private pilot’s license.      Here are some power takeaways from today’s conversation: 01:55 His background 08:39 Are their other asset classes that are fragmented and unsophisticated? 10:55 His debt strategies  17:04  How debt affects investor returns 20:17 Automation and technology to boost returns 28:33 His marketing strategies33:21 How should LPs be analyzing self-storage funds?36:18 Podcast recommendations36:41 Contact Cliff   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcasts Recommendations: All In Podcast: https://www.allinpodcast.co/ Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/clifton-minsley-44ab197 Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 12 May 2024 07:00:00 -0000 168: The Future of Storage: How Automation is Changing the Game with Cliff Minsley full 168 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the "Passive Investing from Left Field" podcast as we dive deep into the world of real estate with Cliff Minsley, co-founder of Ten Federal. Discover how transitioning from multifamily to self-storage, embracing technology, and innovative strategies have shaped his successful investment approach. Tune in to gain valuable insights on navigating the real estate market and leveraging technology for business growth.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Cliff Minsley<br> </strong></p><ul><li>Partner &amp; Co-Founder of the 10 Federal Companies, Clifton is responsible for leading corporate strategy, capital raising, finance, technology development, and business development, including the real estate development and construction divisions within 10 Federal. Having been active in real estate for nearly 20 years, Cliff has been directly involved in over $700 million of real estate development and acquisitions within the multi-family and self-storage sectors. More recently, Cliff has taken the lead in raising and deploying capital for 10 Federal's self-storage acquisition funds and multi-family developments, having successfully raised over $225 million in equity to date.<br>In addition to co-founding the 10 Federal Companies, Cliff co-founded DaVinci Lock Self Storage, Inc., which enables self-storage owners to automate functions related to the management of their self-storage assets via several, now patented, proprietary methods and products. Under Clifton’s leadership, that company has grown to a team of 13, landed the 2nd largest operator in the industry for a national roll-out in 2024, and achieved an 18.0% market penetration into the self-storage industry in just over 3 years.<br>Cliff holds a BSBA from UNC Chapel Hill’s Kenan-Flagler Business School along with a Minor in Environmental Sciences. Additional credentials include holding Broker-in-Charge real estate licenses in NC, SC, and GA, a NC Unlimited General Contractor license, and a private pilot’s license. <br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:55 His background</p><p>08:39 Are their other asset classes that are fragmented and unsophisticated?</p><p>10:55 His debt strategies </p><p>17:04  How debt affects investor returns</p><p>20:17 Automation and technology to boost returns</p><p>28:33 His marketing strategies<br>33:21 How should LPs be analyzing self-storage funds?<br>36:18 Podcast recommendations<br>36:41 Contact Cliff</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:</strong></p><p><br>Podcasts Recommendations: <br>All In Podcast: https://www.allinpodcast.co/</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn: https://www.linkedin.com/in/clifton-minsley-44ab197</p><p>Advertising Partners:</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on the "Passive Investing from Left Field" podcast as we dive deep into the world of real estate with Cliff Minsley, co-founder of Ten Federal. Discover how transitioning from multifamily to self-storage, embracing technology, and innovative strategies have shaped his successful investment approach. Tune in to gain valuable insights on navigating the real estate market and leveraging technology for business growth.   About Cliff Minsley  Partner & Co-Founder of the 10 Federal Companies, Clifton is responsible for leading corporate strategy, capital raising, finance, technology development, and business development, including the real estate development and construction divisions within 10 Federal. Having been active in real estate for nearly 20 years, Cliff has been directly involved in over $700 million of real estate development and acquisitions within the multi-family and self-storage sectors. More recently, Cliff has taken the lead in raising and deploying capital for 10 Federal's self-storage acquisition funds and multi-family developments, having successfully raised over $225 million in equity to date.In addition to co-founding the 10 Federal Companies, Cliff co-founded DaVinci Lock Self Storage, Inc., which enables self-storage owners to automate functions related to the management of their self-storage assets via several, now patented, proprietary methods and products. Under Clifton’s leadership, that company has grown to a team of 13, landed the 2nd largest operator in the industry for a national roll-out in 2024, and achieved an 18.0% market penetration into the self-storage industry in just over 3 years.Cliff holds a BSBA from UNC Chapel Hill’s Kenan-Flagler Business School along with a Minor in Environmental Sciences. Additional credentials include holding Broker-in-Charge real estate licenses in NC, SC, and GA, a NC Unlimited General Contractor license, and a private pilot’s license.      Here are some power takeaways from today’s conversation: 01:55 His background 08:39 Are their other asset classes that are fragmented and unsophisticated? 10:55 His debt strategies  17:04  How debt affects investor returns 20:17 Automation and technology to boost returns 28:33 His marketing strategies33:21 How should LPs be analyzing self-storage funds?36:18 Podcast recommendations36:41 Contact Cliff   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcasts Recommendations: All In Podcast: https://www.allinpodcast.co/ Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/clifton-minsley-44ab197 Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on the "Passive Investing from Left Field" podcast as we dive deep into the world of real estate with Cliff Minsley, co-founder of Ten Federal. Discover how transitioning from multifamily to self-storage, embracing technology, and innovative strategies have shaped his successful investment approach. Tune in to gain valuable insights on navigating the real estate market and leveraging technology for business growth.
  



About Cliff Minsley
 

  • Partner & Co-Founder of the 10 Federal Companies, Clifton is responsible for leading corporate strategy, capital raising, finance, technology development, and business development, including the real estate development and construction divisions within 10 Federal. Having been active in real estate for nearly 20 years, Cliff has been directly involved in over $700 million of real estate development and acquisitions within the multi-family and self-storage sectors. More recently, Cliff has taken the lead in raising and deploying capital for 10 Federal's self-storage acquisition funds and multi-family developments, having successfully raised over $225 million in equity to date.
    In addition to co-founding the 10 Federal Companies, Cliff co-founded DaVinci Lock Self Storage, Inc., which enables self-storage owners to automate functions related to the management of their self-storage assets via several, now patented, proprietary methods and products. Under Clifton’s leadership, that company has grown to a team of 13, landed the 2nd largest operator in the industry for a national roll-out in 2024, and achieved an 18.0% market penetration into the self-storage industry in just over 3 years.
    Cliff holds a BSBA from UNC Chapel Hill’s Kenan-Flagler Business School along with a Minor in Environmental Sciences. Additional credentials include holding Broker-in-Charge real estate licenses in NC, SC, and GA, a NC Unlimited General Contractor license, and a private pilot’s license.
     

  



Here are some power takeaways from today’s conversation:

01:55 His background

08:39 Are their other asset classes that are fragmented and unsophisticated?

10:55 His debt strategies 

17:04  How debt affects investor returns

20:17 Automation and technology to boost returns

28:33 His marketing strategies
33:21 How should LPs be analyzing self-storage funds?
36:18 Podcast recommendations
36:41 Contact Cliff



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:


Podcasts Recommendations: 
All In Podcast: https://www.allinpodcast.co/

Resources Mentioned:

Contact the guest:
LinkedIn: https://www.linkedin.com/in/clifton-minsley-44ab197

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2603 no 167: Money Myths Busted with a Smile: The Garrett Gunderson Story https://share.transistor.fm/s/3c924f75 Join us in this insightful episode of "Passive Investing from Left Field" where our host Jim Pfeifer sits down with Garrett Gunderson, an author and financial philosopher, to dismantle the scarcity mindset and explore how adopting an abundance mentality can lead to wealth creation. Dive into discussions on innovative wealth strategies, real estate investments, and the profound impact of thinking beyond traditional financial myths. Don't miss out on this transformative conversation!   About Garrett Gunderson  Garrett Gunderson is the author of ten books, including multiple Wall Street Journal bestsellers, with Killing Sacred Cows hitting number 1 and making the New York Times Best Sellers list.This book, originally titled “What Would the Rockefellers Do?” has been consistently among the top 5 titles in Amazon’s Wealth Management category since its publication.Garrett is a speaker who uses entertainment to educate and is also a stand-up comedian. Garrett’s comedy special, the American Ream, produced by Emmy-winner Marty Callner, breaks down all the myths about money through an original stand-up show he performs for corporate events.Garrett enjoys time at his cabin, especially one-on-one through “Cash Cabin” immersions with clients where he builds their Family Office, Family Constitution, and teaches them how to create their richest life.You can follow his blog (like it’s 2006) at GarrettGunderson.com/musings or watch videos and interact with him on Instagram @garrettbgunderson     Here are some power takeaways from today’s conversation: 01:42 His real estate journey 05:48 How did he get started as a teenager? 10:33 Abundance mindset vs. scarcity mindset 13:30 Why cash flow? 17:30 Acceleration velocity and building cashflow 23:01 Cashflow opportunities 26:10 Finding passive cashflow opportunities30:33 Whole life insurance 34:02 Stand up comedian  36:32 Podcast recommendation 37:58 Contact Garrett    This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Rewatchables: https://www.theringer.com/the-rewatchablesTosh Show:  @toshshow  Joe Rogan: https://www.joerogan.com/ Contact the guest:Tiktok: garrettgunderson_ Instagram: garrettbgunderson Facebook:https://www.facebook.com/garrettbgunderson YouTube:  garrett.live  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/s/ Sun, 05 May 2024 07:00:00 -0000 167: Money Myths Busted with a Smile: The Garrett Gunderson Story full 167 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us in this insightful episode of "Passive Investing from Left Field" where our host Jim Pfeifer sits down with Garrett Gunderson, an author and financial philosopher, to dismantle the scarcity mindset and explore how adopting an abundance mentality can lead to wealth creation. Dive into discussions on innovative wealth strategies, real estate investments, and the profound impact of thinking beyond traditional financial myths. Don't miss out on this transformative conversation!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Garrett Gunderson<br> </strong></p><ul><li>Garrett Gunderson is the author of ten books, including multiple Wall Street Journal bestsellers, with Killing Sacred Cows hitting number 1 and making the New York Times Best Sellers list.<br>This book, originally titled “What Would the Rockefellers Do?” has been consistently among the top 5 titles in Amazon’s Wealth Management category since its publication.<br>Garrett is a speaker who uses entertainment to educate and is also a stand-up comedian. <br>Garrett’s comedy special, the American Ream, produced by Emmy-winner Marty Callner, breaks down all the myths about money through an original stand-up show he performs for corporate events.<br>Garrett enjoys time at his cabin, especially one-on-one through “Cash Cabin” immersions with clients where he builds their Family Office, Family Constitution, and teaches them how to create their richest life.<br>You can follow his blog (like it’s 2006) at GarrettGunderson.com/musings or watch videos and interact with him on Instagram @garrettbgunderson </li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:42 His real estate journey</p><p>05:48 How did he get started as a teenager?</p><p>10:33 Abundance mindset vs. scarcity mindset</p><p>13:30 Why cash flow?</p><p>17:30 Acceleration velocity and building cashflow</p><p>23:01 Cashflow opportunities</p><p>26:10 Finding passive cashflow opportunities<br>30:33 Whole life insurance</p><p>34:02 Stand up comedian </p><p>36:32 Podcast recommendation</p><p>37:58 Contact Garrett </p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Rewatchables: https://www.theringer.com/the-rewatchables<br>Tosh Show:  @toshshow  <br>Joe Rogan: https://www.joerogan.com/</p><p><br>Contact the guest:<br>Tiktok: garrettgunderson_ <br>Instagram: garrettbgunderson <br>Facebook:https://www.facebook.com/garrettbgunderson <br>YouTube:  garrett.live </p><p>Advertising Partners:</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Tribevest: <br>https://www.tribevest.com/</p><p><br>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/s/</p> Join us in this insightful episode of "Passive Investing from Left Field" where our host Jim Pfeifer sits down with Garrett Gunderson, an author and financial philosopher, to dismantle the scarcity mindset and explore how adopting an abundance mentality can lead to wealth creation. Dive into discussions on innovative wealth strategies, real estate investments, and the profound impact of thinking beyond traditional financial myths. Don't miss out on this transformative conversation!   About Garrett Gunderson  Garrett Gunderson is the author of ten books, including multiple Wall Street Journal bestsellers, with Killing Sacred Cows hitting number 1 and making the New York Times Best Sellers list.This book, originally titled “What Would the Rockefellers Do?” has been consistently among the top 5 titles in Amazon’s Wealth Management category since its publication.Garrett is a speaker who uses entertainment to educate and is also a stand-up comedian. Garrett’s comedy special, the American Ream, produced by Emmy-winner Marty Callner, breaks down all the myths about money through an original stand-up show he performs for corporate events.Garrett enjoys time at his cabin, especially one-on-one through “Cash Cabin” immersions with clients where he builds their Family Office, Family Constitution, and teaches them how to create their richest life.You can follow his blog (like it’s 2006) at GarrettGunderson.com/musings or watch videos and interact with him on Instagram @garrettbgunderson     Here are some power takeaways from today’s conversation: 01:42 His real estate journey 05:48 How did he get started as a teenager? 10:33 Abundance mindset vs. scarcity mindset 13:30 Why cash flow? 17:30 Acceleration velocity and building cashflow 23:01 Cashflow opportunities 26:10 Finding passive cashflow opportunities30:33 Whole life insurance 34:02 Stand up comedian  36:32 Podcast recommendation 37:58 Contact Garrett    This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Rewatchables: https://www.theringer.com/the-rewatchablesTosh Show:  @toshshow  Joe Rogan: https://www.joerogan.com/ Contact the guest:Tiktok: garrettgunderson_ Instagram: garrettbgunderson Facebook:https://www.facebook.com/garrettbgunderson YouTube:  garrett.live  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/s/ Join us in this insightful episode of "Passive Investing from Left Field" where our host Jim Pfeifer sits down with Garrett Gunderson, an author and financial philosopher, to dismantle the scarcity mindset and explore how adopting an abundance mentality can lead to wealth creation. Dive into discussions on innovative wealth strategies, real estate investments, and the profound impact of thinking beyond traditional financial myths. Don't miss out on this transformative conversation!
  



About Garrett Gunderson
 

  • Garrett Gunderson is the author of ten books, including multiple Wall Street Journal bestsellers, with Killing Sacred Cows hitting number 1 and making the New York Times Best Sellers list.
    This book, originally titled “What Would the Rockefellers Do?” has been consistently among the top 5 titles in Amazon’s Wealth Management category since its publication.
    Garrett is a speaker who uses entertainment to educate and is also a stand-up comedian. 
    Garrett’s comedy special, the American Ream, produced by Emmy-winner Marty Callner, breaks down all the myths about money through an original stand-up show he performs for corporate events.
    Garrett enjoys time at his cabin, especially one-on-one through “Cash Cabin” immersions with clients where he builds their Family Office, Family Constitution, and teaches them how to create their richest life.
    You can follow his blog (like it’s 2006) at GarrettGunderson.com/musings or watch videos and interact with him on Instagram @garrettbgunderson 

  



Here are some power takeaways from today’s conversation:

01:42 His real estate journey

05:48 How did he get started as a teenager?

10:33 Abundance mindset vs. scarcity mindset

13:30 Why cash flow?

17:30 Acceleration velocity and building cashflow

23:01 Cashflow opportunities

26:10 Finding passive cashflow opportunities
30:33 Whole life insurance

34:02 Stand up comedian 

36:32 Podcast recommendation

37:58 Contact Garrett 



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Rewatchables: https://www.theringer.com/the-rewatchables
Tosh Show:  @toshshow  
Joe Rogan: https://www.joerogan.com/


Contact the guest:
Tiktok: garrettgunderson_ 
Instagram: garrettbgunderson 
Facebook:https://www.facebook.com/garrettbgunderson 
YouTube:  garrett.live 

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Tribevest: 
https://www.tribevest.com/


Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/s/

]]> 2717 no Spotlight: Economic Update with J Scott https://share.transistor.fm/s/9e4b7f25 Join us on this spotlight episode of the Passive Investing from Left Field podcast, where our guest J Scott, a seasoned real estate investor and author, shares his valuable insights on the current economic climate, the impact of interest rates, and strategies for navigating the volatile commercial real estate market. Whether you're an experienced investor or just starting, this episode is packed with actionable advice to help you make informed decisions.   About J Scott  Entrepreneur with 30 years experience in the consumer software, electronics, service and real estate industries. Former Director of Product for several Fortune 100 technology companies and current roles of Founder, Partner and Advisor in several businesses/organizations. Multifamily investor with $140M AUM. Early stage angel investor. Author of five investment books, with sales of over 450,000 copies.    Here are some power takeaways from today’s conversation: 2:16 2024 Economic Update3:52 Data vs. Sentiment in the Economy5:40 Outlook for LP Investors13:58 Closing comments   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/jscottinvestor/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Wed, 01 May 2024 07:00:00 -0000 Spotlight: Economic Update with J Scott full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this spotlight episode of the Passive Investing from Left Field podcast, where our guest J Scott, a seasoned real estate investor and author, shares his valuable insights on the current economic climate, the impact of interest rates, and strategies for navigating the volatile commercial real estate market. Whether you're an experienced investor or just starting, this episode is packed with actionable advice to help you make informed decisions.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About J Scott<br> </strong></p><ul><li>Entrepreneur with 30 years experience in the consumer software, electronics, service and real estate industries. Former Director of Product for several Fortune 100 technology companies and current roles of Founder, Partner and Advisor in several businesses/organizations. Multifamily investor with $140M AUM. Early stage angel investor. Author of five investment books, with sales of over 450,000 copies.</li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>2:16 2024 Economic Update<br>3:52 Data vs. Sentiment in the Economy<br>5:40 Outlook for LP Investors<br>13:58 Closing comments</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:</strong></p><p><br>Contact the guest:<br>LinkedIn: https://www.linkedin.com/in/jscottinvestor/</p><p>Advertising Partners:</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p> Join us on this spotlight episode of the Passive Investing from Left Field podcast, where our guest J Scott, a seasoned real estate investor and author, shares his valuable insights on the current economic climate, the impact of interest rates, and strategies for navigating the volatile commercial real estate market. Whether you're an experienced investor or just starting, this episode is packed with actionable advice to help you make informed decisions.   About J Scott  Entrepreneur with 30 years experience in the consumer software, electronics, service and real estate industries. Former Director of Product for several Fortune 100 technology companies and current roles of Founder, Partner and Advisor in several businesses/organizations. Multifamily investor with $140M AUM. Early stage angel investor. Author of five investment books, with sales of over 450,000 copies.    Here are some power takeaways from today’s conversation: 2:16 2024 Economic Update3:52 Data vs. Sentiment in the Economy5:40 Outlook for LP Investors13:58 Closing comments   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/jscottinvestor/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Join us on this spotlight episode of the Passive Investing from Left Field podcast, where our guest J Scott, a seasoned real estate investor and author, shares his valuable insights on the current economic climate, the impact of interest rates, and strategies for navigating the volatile commercial real estate market. Whether you're an experienced investor or just starting, this episode is packed with actionable advice to help you make informed decisions.
  



About J Scott
 

  • Entrepreneur with 30 years experience in the consumer software, electronics, service and real estate industries. Former Director of Product for several Fortune 100 technology companies and current roles of Founder, Partner and Advisor in several businesses/organizations. Multifamily investor with $140M AUM. Early stage angel investor. Author of five investment books, with sales of over 450,000 copies.

  



Here are some power takeaways from today’s conversation:

2:16 2024 Economic Update
3:52 Data vs. Sentiment in the Economy
5:40 Outlook for LP Investors
13:58 Closing comments



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:


Contact the guest:
LinkedIn: https://www.linkedin.com/in/jscottinvestor/

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

]]> 1024 no 166: Unlocking Financial Freedom Exploring Unique Investment Niches with MC Laubscher https://share.transistor.fm/s/a26f6877 Join us on this episode of the Passive Investing from Left Field podcast as we delve deep into the world of alternative wealth strategies with our special guest, MC Laubscher. Discover how to navigate beyond mainstream investments into unique niches like laundromats, fine whiskey, and even strategic metals. Learn from MC's vast experience on managing risk, diversifying portfolios, and generating passive income through innovative avenues. Whether you're an experienced investor or just starting out, this episode will open your eyes to new possibilities for building and securing your financial future. Don't miss out on this insightful journey into alternative investments and strategies that could redefine the way you think about wealth. Subscribe now and step into the world of alternative investing with confidence!   About M.C. Laubscher  M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion -is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.Having figured out how to escape the rat race and matrix by implementing alternative cash flow strategies and replacing his income through cashflow investing in alternative assets, he shares how business owners can do the same.M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts. It has been downloaded millions of times in over 180 countries.M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals in the world. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.     Here are some power takeaways from today’s conversation: 2:51 His real estate journey 10:19 Alternative wealth strategies and assets 17:06 Wealth map 24:36 His 3 books 26:01 Cashflow niches 30:34 Unique cashflow niches35:25 Cash growth niches40:52 How to get his books?42:44 Can the niches be passive?45:19 Podcast recommendations   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Capital hacking: https://podcasts.apple.com/us/podcast/capital-hacking/id1453040812 Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/mclaubscher/Website: https://accountableequity.com/education/m-c-laubscher/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Midloch:https://midloch.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 28 Apr 2024 07:00:00 -0000 166: Unlocking Financial Freedom Exploring Unique Investment Niches with MC Laubscher full 166 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this episode of the Passive Investing from Left Field podcast as we delve deep into the world of alternative wealth strategies with our special guest, MC Laubscher. Discover how to navigate beyond mainstream investments into unique niches like laundromats, fine whiskey, and even strategic metals. Learn from MC's vast experience on managing risk, diversifying portfolios, and generating passive income through innovative avenues. Whether you're an experienced investor or just starting out, this episode will open your eyes to new possibilities for building and securing your financial future. Don't miss out on this insightful journey into alternative investments and strategies that could redefine the way you think about wealth. Subscribe now and step into the world of alternative investing with confidence!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About M.C. Laubscher<br> </strong></p><ul><li>M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.<br>As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion -is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.<br>Having figured out how to escape the rat race and matrix by implementing alternative cash flow strategies and replacing his income through cashflow investing in alternative assets, he shares how business owners can do the same.<br>M.C. is the creator &amp; host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.<br>The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts. It has been downloaded millions of times in over 180 countries.<br>M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.<br>M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals in the world. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>2:51 His real estate journey</p><p>10:19 Alternative wealth strategies and assets</p><p>17:06 Wealth map</p><p>24:36 His 3 books</p><p>26:01 Cashflow niches</p><p>30:34 Unique cashflow niches<br>35:25 Cash growth niches<br>40:52 How to get his books?<br>42:44 Can the niches be passive?<br>45:19 Podcast recommendations</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:</strong></p><p><br>Capital hacking: https://podcasts.apple.com/us/podcast/capital-hacking/id1453040812</p><p>Resources Mentioned:</p><p>Contact the guest:<br>LinkedIn: https://www.linkedin.com/in/mclaubscher/<br>Website: https://accountableequity.com/education/m-c-laubscher/</p><p><br>Advertising Partners:</p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Midloch:<br>https://midloch.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on this episode of the Passive Investing from Left Field podcast as we delve deep into the world of alternative wealth strategies with our special guest, MC Laubscher. Discover how to navigate beyond mainstream investments into unique niches like laundromats, fine whiskey, and even strategic metals. Learn from MC's vast experience on managing risk, diversifying portfolios, and generating passive income through innovative avenues. Whether you're an experienced investor or just starting out, this episode will open your eyes to new possibilities for building and securing your financial future. Don't miss out on this insightful journey into alternative investments and strategies that could redefine the way you think about wealth. Subscribe now and step into the world of alternative investing with confidence!   About M.C. Laubscher  M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion -is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.Having figured out how to escape the rat race and matrix by implementing alternative cash flow strategies and replacing his income through cashflow investing in alternative assets, he shares how business owners can do the same.M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts. It has been downloaded millions of times in over 180 countries.M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals in the world. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.     Here are some power takeaways from today’s conversation: 2:51 His real estate journey 10:19 Alternative wealth strategies and assets 17:06 Wealth map 24:36 His 3 books 26:01 Cashflow niches 30:34 Unique cashflow niches35:25 Cash growth niches40:52 How to get his books?42:44 Can the niches be passive?45:19 Podcast recommendations   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Capital hacking: https://podcasts.apple.com/us/podcast/capital-hacking/id1453040812 Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/mclaubscher/Website: https://accountableequity.com/education/m-c-laubscher/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Midloch:https://midloch.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on this episode of the Passive Investing from Left Field podcast as we delve deep into the world of alternative wealth strategies with our special guest, MC Laubscher. Discover how to navigate beyond mainstream investments into unique niches like laundromats, fine whiskey, and even strategic metals. Learn from MC's vast experience on managing risk, diversifying portfolios, and generating passive income through innovative avenues. Whether you're an experienced investor or just starting out, this episode will open your eyes to new possibilities for building and securing your financial future. Don't miss out on this insightful journey into alternative investments and strategies that could redefine the way you think about wealth. Subscribe now and step into the world of alternative investing with confidence!
  



About M.C. Laubscher
 

  • M.C. Laubscher is a husband, father, business owner, investor, podcaster, and author.
    As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion -is helping business owners achieve more freedom and sovereignty and live and leave a legacy for their families.
    Having figured out how to escape the rat race and matrix by implementing alternative cash flow strategies and replacing his income through cashflow investing in alternative assets, he shares how business owners can do the same.
    M.C. is the creator & host of the top-rated business and investing podcasts Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking.
    The Cashflow Ninja podcast has been featured by Entrepreneur Magazine as one of the top 48 podcasts for entrepreneurs and is regularly featured as one of the top 100 business podcasts by Apple Podcasts. It has been downloaded millions of times in over 180 countries.
    M.C. is a best-selling author and has written The 21 Best Cashflow Niches™, The 21 Most Unique Cashflow Niches™, The 21 Best Cash Growth Niches™ and Get Wealthy for Sure™.
    M.C. is a member of the Forbes Finance Council and The Million Dollar Round Table, a peer group for the top 1% of financial professionals in the world. He is regularly featured on business and investing podcasts and is a sought-after speaker at business and investing conferences.
     

  



Here are some power takeaways from today’s conversation:

2:51 His real estate journey

10:19 Alternative wealth strategies and assets

17:06 Wealth map

24:36 His 3 books

26:01 Cashflow niches

30:34 Unique cashflow niches
35:25 Cash growth niches
40:52 How to get his books?
42:44 Can the niches be passive?
45:19 Podcast recommendations



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:


Capital hacking: https://podcasts.apple.com/us/podcast/capital-hacking/id1453040812

Resources Mentioned:

Contact the guest:
LinkedIn: https://www.linkedin.com/in/mclaubscher/
Website: https://accountableequity.com/education/m-c-laubscher/


Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Midloch:
https://midloch.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 3185 no Spotlight: Money Ripples with Chris Miles the Anti-Financial Advisor https://share.transistor.fm/s/13a54ec2 🎙️ Welcome to a spotlight episode of "Passive Investing by Left Field Investors"! Today, we're excited to feature a podcast swap with "Money Ripples with Chris Miles."  Chris Miles, known as the anti-financial advisor, and his community focus on investments in real assets that generate real cash flow, aligning closely with our philosophy here at Left Field Investors. If you're seeking alternatives to traditional financial planning, Chris's approach might be the refreshing perspective you need. In this spotlight episode, listen as Chris explains why traditional financial strategies often fail and how to navigate your financial future differently. 🚀 👉 If you find value in the discussion, make sure to head over to the Money Ripples podcast on your favorite podcast player and hit subscribe.    About Chris Miles   Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples.      This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Website: https://moneyripples.com/ Wed, 24 Apr 2024 07:00:00 -0000 Spotlight: Money Ripples with Chris Miles the Anti-Financial Advisor full PassivePockets, Jim Pfeifer, and Left Field Investors <p>🎙️ Welcome to a spotlight episode of "Passive Investing by Left Field Investors"! Today, we're excited to feature a podcast swap with "Money Ripples with Chris Miles." </p><p>Chris Miles, known as the anti-financial advisor, and his community focus on investments in real assets that generate real cash flow, aligning closely with our philosophy here at Left Field Investors. If you're seeking alternatives to traditional financial planning, Chris's approach might be the refreshing perspective you need.</p><p>In this spotlight episode, listen as Chris explains why traditional financial strategies often fail and how to navigate your financial future differently. 🚀</p><p>👉 If you find value in the discussion, make sure to head over to the Money Ripples podcast on your favorite podcast player and hit subscribe.</p><p><br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Chris Miles <br> </strong></p><ul><li>Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples.</li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Website: https://moneyripples.com/</p> 🎙️ Welcome to a spotlight episode of "Passive Investing by Left Field Investors"! Today, we're excited to feature a podcast swap with "Money Ripples with Chris Miles."  Chris Miles, known as the anti-financial advisor, and his community focus on investments in real assets that generate real cash flow, aligning closely with our philosophy here at Left Field Investors. If you're seeking alternatives to traditional financial planning, Chris's approach might be the refreshing perspective you need. In this spotlight episode, listen as Chris explains why traditional financial strategies often fail and how to navigate your financial future differently. 🚀 👉 If you find value in the discussion, make sure to head over to the Money Ripples podcast on your favorite podcast player and hit subscribe.    About Chris Miles   Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples.      This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Website: https://moneyripples.com/ 🎙️ Welcome to a spotlight episode of "Passive Investing by Left Field Investors"! Today, we're excited to feature a podcast swap with "Money Ripples with Chris Miles." 

Chris Miles, known as the anti-financial advisor, and his community focus on investments in real assets that generate real cash flow, aligning closely with our philosophy here at Left Field Investors. If you're seeking alternatives to traditional financial planning, Chris's approach might be the refreshing perspective you need.

In this spotlight episode, listen as Chris explains why traditional financial strategies often fail and how to navigate your financial future differently. 🚀

👉 If you find value in the discussion, make sure to head over to the Money Ripples podcast on your favorite podcast player and hit subscribe.


  



About Chris Miles 
 

  • Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples.

  





 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Website: https://moneyripples.com/

]]> 1539 no 165: Interest Rates, Inflation, and Economic Trends: Insights from Peter Linneman https://share.transistor.fm/s/12ab65f8 Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real impact of interest rates, the truths behind inflation rates, and the resilience of the U.S. economy. Whether you're an investor, an economist, or just curious about the future of the economy, this episode offers valuable perspectives on navigating economic uncertainty and seizing opportunities in the market. Don't miss Peter's expert analysis and predictions for what lies ahead. Tune in now!   About Dr. Peter Linneman  Dr. Peter Linneman holds both master’s and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He’s an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.    Here are some power takeaways from today’s conversation: 02:27 His real estate journey 06:22 Do the fed believe they need to create a recession? 10:33 Why the fed looks at the CPI and PCE  17:32 What’s next? 19:41 The cause of inflation 24:26 Are economic cycles gone? 29:22 Unemployment  33:31 Is the fed trying to push for the 5% unemployment? 35:11 Standard economic measures are up, but the Economy is seen as down - why? 39:03 Contact Peter   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/peterlinneman/Website: https://www.linnemanassociates.com/peter-linneman  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Midloch:https://midloch.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Sun, 21 Apr 2024 07:00:00 -0000 165: Interest Rates, Inflation, and Economic Trends: Insights from Peter Linneman full 165 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real impact of interest rates, the truths behind inflation rates, and the resilience of the U.S. economy. Whether you're an investor, an economist, or just curious about the future of the economy, this episode offers valuable perspectives on navigating economic uncertainty and seizing opportunities in the market. Don't miss Peter's expert analysis and predictions for what lies ahead. Tune in now!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Dr. Peter Linneman<br> </strong></p><ul><li>Dr. Peter Linneman holds both master’s and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&amp;A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He’s an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.</li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:27 His real estate journey</p><p>06:22 Do the fed believe they need to create a recession?</p><p>10:33 Why the fed looks at the CPI and PCE </p><p>17:32 What’s next?</p><p>19:41 The cause of inflation</p><p>24:26 Are economic cycles gone?</p><p>29:22 Unemployment  <br>33:31 Is the fed trying to push for the 5% unemployment?</p><p>35:11 Standard economic measures are up, but the Economy is seen as down - why?</p><p>39:03 Contact Peter</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: https://www.linkedin.com/in/peterlinneman/<br>Website: https://www.linnemanassociates.com/peter-linneman<br> </p><p><br></p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Midloch:<br>https://midloch.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p> Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real impact of interest rates, the truths behind inflation rates, and the resilience of the U.S. economy. Whether you're an investor, an economist, or just curious about the future of the economy, this episode offers valuable perspectives on navigating economic uncertainty and seizing opportunities in the market. Don't miss Peter's expert analysis and predictions for what lies ahead. Tune in now!   About Dr. Peter Linneman  Dr. Peter Linneman holds both master’s and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He’s an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.    Here are some power takeaways from today’s conversation: 02:27 His real estate journey 06:22 Do the fed believe they need to create a recession? 10:33 Why the fed looks at the CPI and PCE  17:32 What’s next? 19:41 The cause of inflation 24:26 Are economic cycles gone? 29:22 Unemployment  33:31 Is the fed trying to push for the 5% unemployment? 35:11 Standard economic measures are up, but the Economy is seen as down - why? 39:03 Contact Peter   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/peterlinneman/Website: https://www.linnemanassociates.com/peter-linneman  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Midloch:https://midloch.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real impact of interest rates, the truths behind inflation rates, and the resilience of the U.S. economy. Whether you're an investor, an economist, or just curious about the future of the economy, this episode offers valuable perspectives on navigating economic uncertainty and seizing opportunities in the market. Don't miss Peter's expert analysis and predictions for what lies ahead. Tune in now!
  



About Dr. Peter Linneman
 

  • Dr. Peter Linneman holds both master’s and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He’s an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.

  



Here are some power takeaways from today’s conversation:

02:27 His real estate journey

06:22 Do the fed believe they need to create a recession?

10:33 Why the fed looks at the CPI and PCE 

17:32 What’s next?

19:41 The cause of inflation

24:26 Are economic cycles gone?

29:22 Unemployment  
33:31 Is the fed trying to push for the 5% unemployment?

35:11 Standard economic measures are up, but the Economy is seen as down - why?

39:03 Contact Peter



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: https://www.linkedin.com/in/peterlinneman/
Website: https://www.linnemanassociates.com/peter-linneman
 


Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Midloch:
https://midloch.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

]]> 2821 no 164: From Crisis to Creativity: Real Estate Strategies for the Modern Investor with Neal Bawa https://share.transistor.fm/s/3eaacb79 Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep into the multifaceted world of real estate investment in a post-COVID era. Our guest, Neil Bawa, the mad scientist of multifamily, shares his invaluable insights on the impact of COVID-19 on multifamily investments, the dramatic shift in office space utilization, and the seismic changes in homeownership trends. Discover how data science fuels Neil’s investment strategies and how you can navigate these turbulent waters to secure your financial future. Whether you’re a seasoned investor or just starting out, this episode is packed with actionable advice and forward-thinking strategies. Tune in to redefine your approach to real estate investing.   About Neal Bawa  Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.Neal treats his $700M multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 1000+ investors.     Here are some power takeaways from today’s conversation: 02:24 his real estate journey 9:01 2022 vs 2024 market 17:15 Is there more creativity in the market now since COVID? 25:51 The solution  36:21 When should we invest? 42:25 Is it a good time to be an LP investor? 51:17 Contact Neal   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn https://www.linkedin.com/in/neal-bawa/   Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Sun, 14 Apr 2024 07:00:00 -0000 164: From Crisis to Creativity: Real Estate Strategies for the Modern Investor with Neal Bawa full 164 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep into the multifaceted world of real estate investment in a post-COVID era. Our guest, Neil Bawa, the mad scientist of multifamily, shares his invaluable insights on the impact of COVID-19 on multifamily investments, the dramatic shift in office space utilization, and the seismic changes in homeownership trends. Discover how data science fuels Neil’s investment strategies and how you can navigate these turbulent waters to secure your financial future. Whether you’re a seasoned investor or just starting out, this episode is packed with actionable advice and forward-thinking strategies. Tune in to redefine your approach to real estate investing.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Neal Bawa<br> </strong></p><ul><li>Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.<br>Neal treats his $700M multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 1000+ investors.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:24 his real estate journey</p><p>9:01 2022 vs 2024 market</p><p>17:15 Is there more creativity in the market now since COVID?</p><p>25:51 The solution </p><p>36:21 When should we invest?</p><p>42:25 Is it a good time to be an LP investor?</p><p>51:17 Contact Neal</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn <br>https://www.linkedin.com/in/neal-bawa/ <br> </p><p><br></p><p><br></p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p> Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep into the multifaceted world of real estate investment in a post-COVID era. Our guest, Neil Bawa, the mad scientist of multifamily, shares his invaluable insights on the impact of COVID-19 on multifamily investments, the dramatic shift in office space utilization, and the seismic changes in homeownership trends. Discover how data science fuels Neil’s investment strategies and how you can navigate these turbulent waters to secure your financial future. Whether you’re a seasoned investor or just starting out, this episode is packed with actionable advice and forward-thinking strategies. Tune in to redefine your approach to real estate investing.   About Neal Bawa  Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.Neal treats his $700M multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 1000+ investors.     Here are some power takeaways from today’s conversation: 02:24 his real estate journey 9:01 2022 vs 2024 market 17:15 Is there more creativity in the market now since COVID? 25:51 The solution  36:21 When should we invest? 42:25 Is it a good time to be an LP investor? 51:17 Contact Neal   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn https://www.linkedin.com/in/neal-bawa/   Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep into the multifaceted world of real estate investment in a post-COVID era. Our guest, Neil Bawa, the mad scientist of multifamily, shares his invaluable insights on the impact of COVID-19 on multifamily investments, the dramatic shift in office space utilization, and the seismic changes in homeownership trends. Discover how data science fuels Neil’s investment strategies and how you can navigate these turbulent waters to secure your financial future. Whether you’re a seasoned investor or just starting out, this episode is packed with actionable advice and forward-thinking strategies. Tune in to redefine your approach to real estate investing.
  



About Neal Bawa
 

  • Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
    Neal treats his $700M multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 1000+ investors.
     

  



Here are some power takeaways from today’s conversation:

02:24 his real estate journey

9:01 2022 vs 2024 market

17:15 Is there more creativity in the market now since COVID?

25:51 The solution 

36:21 When should we invest?

42:25 Is it a good time to be an LP investor?

51:17 Contact Neal



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn 
https://www.linkedin.com/in/neal-bawa/ 
 



Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

]]> 3500 no 163: Multifamily Mastery: Brian Burke on Surviving Market Cycles https://share.transistor.fm/s/73b73b38 Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep with Brian Burke, president and CEO of Praxis Capital. With over $800 million in real estate acquisitions, Brian shares his seasoned perspective on navigating the unpredictable real estate market, preserving capital, and strategizing investments for long-term success. Whether you're a new investor or a seasoned veteran, Brian's insights on current market trends and his prudent approach to investment offer invaluable lessons in cautious yet successful real estate investing. Don't miss out on these expert insights – tune in now!   About Brian Burke  Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm, which he founded in 2001.Brian has acquired over 800 million dollars’ worth of real estate over a 30-year career including over 4,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but really prefers to reposition existing multifamily properties. Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and is a frequent public speaker at real estate conferences and events nationwide.     Here are some power takeaways from today’s conversation: 3:00 Has he lost any investor's money 4:00 When is it the time to buy? 6:30 Will rate caps go down?  8:43 Will escrow help with rate caps? 11:03 Investor expectations 18:11 debt funds 23:12 Forecast for 2024 29:31 Floating rate debt  37:12 Syndicators in technical default of their loan covenant  39:46 Should LP invest in multifamily right now? 41:22 Pref equity and rescue funds on underperforming deals 45:07 How many investors should an LP invest with to diversify your portfolio  48:40 Bridge mortgage fund 51:51 Podcast recommendation 52:45 Contact Brian   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Website: www.PraxCap.comLinkedIn: www.linkedin.com/company/praxcapLinkedIn: www.linkedin.com/in/praxiscapitalFacebook: https://www.facebook.com/praxcap/Twitter: https://twitter.com/praxcapInstagram: https://www.instagram.com/praxcap/Instagram: https://www.instagram.com/investorbrianburkeBook:  www.BiggerPockets.com/SyndicationBook  Podcast Recommendations: Bigger Pockets: https://www.biggerpockets.com/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Sun, 07 Apr 2024 07:00:00 -0000 163: Multifamily Mastery: Brian Burke on Surviving Market Cycles full 163 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep with Brian Burke, president and CEO of Praxis Capital. With over $800 million in real estate acquisitions, Brian shares his seasoned perspective on navigating the unpredictable real estate market, preserving capital, and strategizing investments for long-term success. Whether you're a new investor or a seasoned veteran, Brian's insights on current market trends and his prudent approach to investment offer invaluable lessons in cautious yet successful real estate investing. Don't miss out on these expert insights – tune in now!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Brian Burke<br> </strong></p><ul><li>Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm, which he founded in 2001.<br>Brian has acquired over 800 million dollars’ worth of real estate over a 30-year career including over 4,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but really prefers to reposition existing multifamily properties. <br>Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and is a frequent public speaker at real estate conferences and events nationwide.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>3:00 Has he lost any investor's money</p><p>4:00 When is it the time to buy?</p><p>6:30 Will rate caps go down? </p><p>8:43 Will escrow help with rate caps?</p><p>11:03 Investor expectations</p><p>18:11 debt funds</p><p>23:12 Forecast for 2024 <br>29:31 Floating rate debt </p><p>37:12 Syndicators in technical default of their loan covenant </p><p>39:46 Should LP invest in multifamily right now?</p><p>41:22 Pref equity and rescue funds on underperforming deals</p><p>45:07 How many investors should an LP invest with to diversify your portfolio </p><p>48:40 Bridge mortgage fund</p><p>51:51 Podcast recommendation</p><p>52:45 Contact Brian</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Website: www.PraxCap.com<br>LinkedIn: www.linkedin.com/company/praxcap<br>LinkedIn: www.linkedin.com/in/praxiscapital<br>Facebook: https://www.facebook.com/praxcap/<br>Twitter: https://twitter.com/praxcap<br>Instagram: https://www.instagram.com/praxcap/<br>Instagram: https://www.instagram.com/investorbrianburke<br>Book:  www.BiggerPockets.com/SyndicationBook<br> </p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Bigger Pockets: https://www.biggerpockets.com/</p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p> Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep with Brian Burke, president and CEO of Praxis Capital. With over $800 million in real estate acquisitions, Brian shares his seasoned perspective on navigating the unpredictable real estate market, preserving capital, and strategizing investments for long-term success. Whether you're a new investor or a seasoned veteran, Brian's insights on current market trends and his prudent approach to investment offer invaluable lessons in cautious yet successful real estate investing. Don't miss out on these expert insights – tune in now!   About Brian Burke  Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm, which he founded in 2001.Brian has acquired over 800 million dollars’ worth of real estate over a 30-year career including over 4,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but really prefers to reposition existing multifamily properties. Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and is a frequent public speaker at real estate conferences and events nationwide.     Here are some power takeaways from today’s conversation: 3:00 Has he lost any investor's money 4:00 When is it the time to buy? 6:30 Will rate caps go down?  8:43 Will escrow help with rate caps? 11:03 Investor expectations 18:11 debt funds 23:12 Forecast for 2024 29:31 Floating rate debt  37:12 Syndicators in technical default of their loan covenant  39:46 Should LP invest in multifamily right now? 41:22 Pref equity and rescue funds on underperforming deals 45:07 How many investors should an LP invest with to diversify your portfolio  48:40 Bridge mortgage fund 51:51 Podcast recommendation 52:45 Contact Brian   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Website: www.PraxCap.comLinkedIn: www.linkedin.com/company/praxcapLinkedIn: www.linkedin.com/in/praxiscapitalFacebook: https://www.facebook.com/praxcap/Twitter: https://twitter.com/praxcapInstagram: https://www.instagram.com/praxcap/Instagram: https://www.instagram.com/investorbrianburkeBook:  www.BiggerPockets.com/SyndicationBook  Podcast Recommendations: Bigger Pockets: https://www.biggerpockets.com/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Join us on this enlightening episode of the Passive Investing from Left Field podcast, where we dive deep with Brian Burke, president and CEO of Praxis Capital. With over $800 million in real estate acquisitions, Brian shares his seasoned perspective on navigating the unpredictable real estate market, preserving capital, and strategizing investments for long-term success. Whether you're a new investor or a seasoned veteran, Brian's insights on current market trends and his prudent approach to investment offer invaluable lessons in cautious yet successful real estate investing. Don't miss out on these expert insights – tune in now!
  



About Brian Burke
 

  • Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm, which he founded in 2001.
    Brian has acquired over 800 million dollars’ worth of real estate over a 30-year career including over 4,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but really prefers to reposition existing multifamily properties.
    Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and is a frequent public speaker at real estate conferences and events nationwide.
     

  



Here are some power takeaways from today’s conversation:

3:00 Has he lost any investor's money

4:00 When is it the time to buy?

6:30 Will rate caps go down? 

8:43 Will escrow help with rate caps?

11:03 Investor expectations

18:11 debt funds

23:12 Forecast for 2024 
29:31 Floating rate debt 

37:12 Syndicators in technical default of their loan covenant 

39:46 Should LP invest in multifamily right now?

41:22 Pref equity and rescue funds on underperforming deals

45:07 How many investors should an LP invest with to diversify your portfolio 

48:40 Bridge mortgage fund

51:51 Podcast recommendation

52:45 Contact Brian



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Website: www.PraxCap.com
LinkedIn: www.linkedin.com/company/praxcap
LinkedIn: www.linkedin.com/in/praxiscapital
Facebook: https://www.facebook.com/praxcap/
Twitter: https://twitter.com/praxcap
Instagram: https://www.instagram.com/praxcap/
Instagram: https://www.instagram.com/investorbrianburke
Book:  www.BiggerPockets.com/SyndicationBook
 



Podcast Recommendations:

Bigger Pockets: https://www.biggerpockets.com/

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

]]> 3660 no 162: The Evolution of Real Estate Investing: A Conversation with James Eng https://share.transistor.fm/s/12ac4ab0 Join us on this exciting episode of the Passive Investing from Leftfield podcast as we dive deep into the world of multifamily investing with James Eng, the professor of Multifamily Financing. Discover the latest trends, strategies, and insights into the future of real estate investment. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you navigate the ever-evolving real estate market. Don't miss out on expert advice and strategies for building wealth through smart investing. Tune in now!   About James Eng  James Eng has over 18 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director.He has worked with hundreds of investors to help them acquire over $1.5BN in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas.James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the life cycle of a deal. Often called “The Professor” of Multifamily Financing, he has produced hundreds of hours of educational multifamily content on YouTube.He received his finance degree from the University of Texas at Austin and resides in Dallas-Fort Worth with his wife and three boys.     Here are some power takeaways from today’s conversation: 2:11  His real estate journey 6:27 Investing in one market 8:07 Multifamily financing today 15:00 Should you refi in 2024? 17:31 How interest rates will affect the rate caps 21:05 Deal advice for LPs 27:38 Tax implications of early sale on LPs' depreciation29:01 Q&A: preferred equity? 33:36 Q&A: distressed sellers in 2024 35:16 Will lenders be in trouble in 2024? 40:25 Outlook for LPs with recent floating rate debt investments 43:08 Will new apartments accelerate distressed deals in 2024? 44:52 Strategies to protect yourself against decreased cashflow in a market when you depend on it for income 48:20 Q&A: what he would have done differently in insight with distressed deals  52:22 Podcast recommendation 53:49 Contact James 54:35 Thanks for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedInhttps://www.linkedin.com/in/jamesengYouTubehttps://www.youtube.com/channel/UC4NRATcTMmkodJ_CEP9MRWQ  Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Sun, 31 Mar 2024 07:00:00 -0000 162: The Evolution of Real Estate Investing: A Conversation with James Eng full 162 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this exciting episode of the Passive Investing from Leftfield podcast as we dive deep into the world of multifamily investing with James Eng, the professor of Multifamily Financing. Discover the latest trends, strategies, and insights into the future of real estate investment. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you navigate the ever-evolving real estate market. Don't miss out on expert advice and strategies for building wealth through smart investing. Tune in now!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About James Eng<br> </strong></p><ul><li>James Eng has over 18 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director.<br>He has worked with hundreds of investors to help them acquire over $1.5BN in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas.<br>James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the life cycle of a deal. Often called “The Professor” of Multifamily Financing, he has produced hundreds of hours of educational multifamily content on YouTube.<br>He received his finance degree from the University of Texas at Austin and resides in Dallas-Fort Worth with his wife and three boys.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>2:11  His real estate journey</p><p>6:27 Investing in one market</p><p>8:07 Multifamily financing today</p><p>15:00 Should you refi in 2024?</p><p>17:31 How interest rates will affect the rate caps</p><p>21:05 Deal advice for LPs</p><p>27:38 Tax implications of early sale on LPs' depreciation<br>29:01 Q&amp;A: preferred equity?</p><p>33:36 Q&amp;A: distressed sellers in 2024</p><p>35:16 Will lenders be in trouble in 2024?</p><p>40:25 Outlook for LPs with recent floating rate debt investments</p><p>43:08 Will new apartments accelerate distressed deals in 2024?</p><p>44:52 Strategies to protect yourself against decreased cashflow in a market when you depend on it for income</p><p>48:20 Q&amp;A: what he would have done differently in insight with distressed deals </p><p>52:22 Podcast recommendation</p><p>53:49 Contact James</p><p>54:35 Thanks for watching</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn<br>https://www.linkedin.com/in/jameseng<br>YouTube<br>https://www.youtube.com/channel/UC4NRATcTMmkodJ_CEP9MRWQ<br> </p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916<br>The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441<br>Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 </p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p><p>Circuit City<br>invest.circuitcity.com</p> Join us on this exciting episode of the Passive Investing from Leftfield podcast as we dive deep into the world of multifamily investing with James Eng, the professor of Multifamily Financing. Discover the latest trends, strategies, and insights into the future of real estate investment. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you navigate the ever-evolving real estate market. Don't miss out on expert advice and strategies for building wealth through smart investing. Tune in now!   About James Eng  James Eng has over 18 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director.He has worked with hundreds of investors to help them acquire over $1.5BN in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas.James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the life cycle of a deal. Often called “The Professor” of Multifamily Financing, he has produced hundreds of hours of educational multifamily content on YouTube.He received his finance degree from the University of Texas at Austin and resides in Dallas-Fort Worth with his wife and three boys.     Here are some power takeaways from today’s conversation: 2:11  His real estate journey 6:27 Investing in one market 8:07 Multifamily financing today 15:00 Should you refi in 2024? 17:31 How interest rates will affect the rate caps 21:05 Deal advice for LPs 27:38 Tax implications of early sale on LPs' depreciation29:01 Q&A: preferred equity? 33:36 Q&A: distressed sellers in 2024 35:16 Will lenders be in trouble in 2024? 40:25 Outlook for LPs with recent floating rate debt investments 43:08 Will new apartments accelerate distressed deals in 2024? 44:52 Strategies to protect yourself against decreased cashflow in a market when you depend on it for income 48:20 Q&A: what he would have done differently in insight with distressed deals  52:22 Podcast recommendation 53:49 Contact James 54:35 Thanks for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedInhttps://www.linkedin.com/in/jamesengYouTubehttps://www.youtube.com/channel/UC4NRATcTMmkodJ_CEP9MRWQ  Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Join us on this exciting episode of the Passive Investing from Leftfield podcast as we dive deep into the world of multifamily investing with James Eng, the professor of Multifamily Financing. Discover the latest trends, strategies, and insights into the future of real estate investment. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you navigate the ever-evolving real estate market. Don't miss out on expert advice and strategies for building wealth through smart investing. Tune in now!
  



About James Eng
 

  • James Eng has over 18 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director.
    He has worked with hundreds of investors to help them acquire over $1.5BN in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas.
    James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the life cycle of a deal. Often called “The Professor” of Multifamily Financing, he has produced hundreds of hours of educational multifamily content on YouTube.
    He received his finance degree from the University of Texas at Austin and resides in Dallas-Fort Worth with his wife and three boys.
     

  



Here are some power takeaways from today’s conversation:

2:11  His real estate journey

6:27 Investing in one market

8:07 Multifamily financing today

15:00 Should you refi in 2024?

17:31 How interest rates will affect the rate caps

21:05 Deal advice for LPs

27:38 Tax implications of early sale on LPs' depreciation
29:01 Q&A: preferred equity?

33:36 Q&A: distressed sellers in 2024

35:16 Will lenders be in trouble in 2024?

40:25 Outlook for LPs with recent floating rate debt investments

43:08 Will new apartments accelerate distressed deals in 2024?

44:52 Strategies to protect yourself against decreased cashflow in a market when you depend on it for income

48:20 Q&A: what he would have done differently in insight with distressed deals 

52:22 Podcast recommendation

53:49 Contact James

54:35 Thanks for watching



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn
https://www.linkedin.com/in/jameseng
YouTube
https://www.youtube.com/channel/UC4NRATcTMmkodJ_CEP9MRWQ
 



Podcast Recommendations:

The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916
The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441
Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

Circuit City
invest.circuitcity.com

]]> 3666 no 161: Insights into Real Estate Market Trends and Forecasts with John Chang from Marcus & Millichap https://share.transistor.fm/s/2b7135a7 Join us in this enlightening episode of Passive Investing from Left Field, where host Jim Pfeifer welcomes real estate maestro John Chang. Dive into the depths of real estate investment strategies, market forecasts, and the future of various asset classes as we prepare for 2024. Whether you're a seasoned investor or just starting out, John's insights will help you navigate the ever-evolving real estate landscape. Don't miss out on this masterclass in making informed investment decisions.   About John Chang  Senior Vice President, National Director Research ServicesMarcus & Millichap Real Estate Investment ServicesJohn Chang serves as the National Director of Research Services for Marcus & Millichap. He is responsible for the production of the firm’s vast array of commercial real estate research publications, tools and services. Under his leadership, Marcus & Millichap has become a leading source of market analysis, insight and forecasting, and the firm’s research is regularly quoted throughout the industry and in mainstream business media. John oversees a team of dedicated real estate research professionals who produce the firm’s more than 1,000 annual market research publications and conference presentations. These detailed reports, analyses and presentations integrate economic and financial market trends with insights on all major commercial property types including: Hotels, Industrial, Manufactured Housing, Multifamily, Office, Medical Office, Retail Multi-Tenant, Retail Single-Tenant, Self-Storage and Seniors Housing.John is a seasoned industry analyst who has been quoted in numerous publications and is an active member of the NMHC Research Foundation Advisory Committee, the ICSC North American Research Task Force and the NAIOP Research Foundation. He regularly presents at a wide range of conferences and events hosted by industry-leading organizations such as the NMHC, NAIOP, ULI, CCIM, ICSC, SSA and numerous others. John joined Marcus & Millichap in April 1997 as a Research Manager in the Seattle office. After holding executive marketing and e-business positions with premier residential real estate firms in the Pacific Northwest, he rejoined Marcus & Millichap in November 2007 as the head of its Research Services division. John was elected as Vice President in 2010, advanced to First Vice President in 2013 and promoted to Senior Vice President in 2018.      Here are some power takeaways from today’s conversation: 01:59 His real estate journey 03:25 2024 Outlook for the real estate market 05:08 How LP investors can invest wisely in 2024 07:18 How to find good operators  11:41 Which asset classes will shine in the next few years 18:14 Loan delinquency rates 24:04 Rate caps effect on loans29:06 Construction costs affect the markets 34:44 Interest rates getting back to normal 39:40 What to protect ourselves from in 2024 42:41 The Best Ever Conference 44:39 Podcast recommendation 45:26 Contact John 46:14 Thanks for watching!   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn www.linkedin.com/in/johnchang   Podcast Recommendations: Pickleball studio: https://pickleballstudio.com/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Circuit Cityinvest.circuitcity.com Sun, 24 Mar 2024 07:00:00 -0000 161: Insights into Real Estate Market Trends and Forecasts with John Chang from Marcus & Millichap full 161 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us in this enlightening episode of Passive Investing from Left Field, where host Jim Pfeifer welcomes real estate maestro John Chang. Dive into the depths of real estate investment strategies, market forecasts, and the future of various asset classes as we prepare for 2024. Whether you're a seasoned investor or just starting out, John's insights will help you navigate the ever-evolving real estate landscape. Don't miss out on this masterclass in making informed investment decisions.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About John Chang<br> </strong></p><ul><li>Senior Vice President, National Director Research Services<br>Marcus &amp; Millichap Real Estate Investment Services<br>John Chang serves as the National Director of Research Services for Marcus &amp; Millichap. He is responsible for the production of the firm’s vast array of commercial real estate research publications, tools and services. Under his leadership, Marcus &amp; Millichap has become a leading source of market analysis, insight and forecasting, and the firm’s research is regularly quoted throughout the industry and in mainstream business media. <br>John oversees a team of dedicated real estate research professionals who produce the firm’s more than 1,000 annual market research publications and conference presentations. These detailed reports, analyses and presentations integrate economic and financial market trends with insights on all major commercial property types including: Hotels, Industrial, Manufactured Housing, Multifamily, Office, Medical Office, Retail Multi-Tenant, Retail Single-Tenant, Self-Storage and Seniors Housing.<br>John is a seasoned industry analyst who has been quoted in numerous publications and is an active member of the NMHC Research Foundation Advisory Committee, the ICSC North American Research Task Force and the NAIOP Research Foundation. He regularly presents at a wide range of conferences and events hosted by industry-leading organizations such as the NMHC, NAIOP, ULI, CCIM, ICSC, SSA and numerous others. <br>John joined Marcus &amp; Millichap in April 1997 as a Research Manager in the Seattle office. After holding executive marketing and e-business positions with premier residential real estate firms in the Pacific Northwest, he rejoined Marcus &amp; Millichap in November 2007 as the head of its Research Services division. John was elected as Vice President in 2010, advanced to First Vice President in 2013 and promoted to Senior Vice President in 2018. <p><br><strong> </strong></p></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:59 His real estate journey</p><p>03:25 2024 Outlook for the real estate market</p><p>05:08 How LP investors can invest wisely in 2024</p><p>07:18 How to find good operators </p><p>11:41 Which asset classes will shine in the next few years</p><p>18:14 Loan delinquency rates</p><p>24:04 Rate caps effect on loans<br>29:06 Construction costs affect the markets</p><p>34:44 Interest rates getting back to normal</p><p>39:40 What to protect ourselves from in 2024</p><p>42:41 The Best Ever Conference</p><p>44:39 Podcast recommendation</p><p>45:26 Contact John</p><p>46:14 Thanks for watching!</p><p><br></p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn <br>www.linkedin.com/in/johnchang <br> </p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Pickleball studio: https://pickleballstudio.com/</p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Circuit City<br>invest.circuitcity.com</p> Join us in this enlightening episode of Passive Investing from Left Field, where host Jim Pfeifer welcomes real estate maestro John Chang. Dive into the depths of real estate investment strategies, market forecasts, and the future of various asset classes as we prepare for 2024. Whether you're a seasoned investor or just starting out, John's insights will help you navigate the ever-evolving real estate landscape. Don't miss out on this masterclass in making informed investment decisions.   About John Chang  Senior Vice President, National Director Research ServicesMarcus & Millichap Real Estate Investment ServicesJohn Chang serves as the National Director of Research Services for Marcus & Millichap. He is responsible for the production of the firm’s vast array of commercial real estate research publications, tools and services. Under his leadership, Marcus & Millichap has become a leading source of market analysis, insight and forecasting, and the firm’s research is regularly quoted throughout the industry and in mainstream business media. John oversees a team of dedicated real estate research professionals who produce the firm’s more than 1,000 annual market research publications and conference presentations. These detailed reports, analyses and presentations integrate economic and financial market trends with insights on all major commercial property types including: Hotels, Industrial, Manufactured Housing, Multifamily, Office, Medical Office, Retail Multi-Tenant, Retail Single-Tenant, Self-Storage and Seniors Housing.John is a seasoned industry analyst who has been quoted in numerous publications and is an active member of the NMHC Research Foundation Advisory Committee, the ICSC North American Research Task Force and the NAIOP Research Foundation. He regularly presents at a wide range of conferences and events hosted by industry-leading organizations such as the NMHC, NAIOP, ULI, CCIM, ICSC, SSA and numerous others. John joined Marcus & Millichap in April 1997 as a Research Manager in the Seattle office. After holding executive marketing and e-business positions with premier residential real estate firms in the Pacific Northwest, he rejoined Marcus & Millichap in November 2007 as the head of its Research Services division. John was elected as Vice President in 2010, advanced to First Vice President in 2013 and promoted to Senior Vice President in 2018.      Here are some power takeaways from today’s conversation: 01:59 His real estate journey 03:25 2024 Outlook for the real estate market 05:08 How LP investors can invest wisely in 2024 07:18 How to find good operators  11:41 Which asset classes will shine in the next few years 18:14 Loan delinquency rates 24:04 Rate caps effect on loans29:06 Construction costs affect the markets 34:44 Interest rates getting back to normal 39:40 What to protect ourselves from in 2024 42:41 The Best Ever Conference 44:39 Podcast recommendation 45:26 Contact John 46:14 Thanks for watching!   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn www.linkedin.com/in/johnchang   Podcast Recommendations: Pickleball studio: https://pickleballstudio.com/ Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Circuit Cityinvest.circuitcity.com Join us in this enlightening episode of Passive Investing from Left Field, where host Jim Pfeifer welcomes real estate maestro John Chang. Dive into the depths of real estate investment strategies, market forecasts, and the future of various asset classes as we prepare for 2024. Whether you're a seasoned investor or just starting out, John's insights will help you navigate the ever-evolving real estate landscape. Don't miss out on this masterclass in making informed investment decisions.
  



About John Chang
 

  • Senior Vice President, National Director Research Services
    Marcus & Millichap Real Estate Investment Services
    John Chang serves as the National Director of Research Services for Marcus & Millichap. He is responsible for the production of the firm’s vast array of commercial real estate research publications, tools and services. Under his leadership, Marcus & Millichap has become a leading source of market analysis, insight and forecasting, and the firm’s research is regularly quoted throughout the industry and in mainstream business media.
    John oversees a team of dedicated real estate research professionals who produce the firm’s more than 1,000 annual market research publications and conference presentations. These detailed reports, analyses and presentations integrate economic and financial market trends with insights on all major commercial property types including: Hotels, Industrial, Manufactured Housing, Multifamily, Office, Medical Office, Retail Multi-Tenant, Retail Single-Tenant, Self-Storage and Seniors Housing.
    John is a seasoned industry analyst who has been quoted in numerous publications and is an active member of the NMHC Research Foundation Advisory Committee, the ICSC North American Research Task Force and the NAIOP Research Foundation. He regularly presents at a wide range of conferences and events hosted by industry-leading organizations such as the NMHC, NAIOP, ULI, CCIM, ICSC, SSA and numerous others.
    John joined Marcus & Millichap in April 1997 as a Research Manager in the Seattle office. After holding executive marketing and e-business positions with premier residential real estate firms in the Pacific Northwest, he rejoined Marcus & Millichap in November 2007 as the head of its Research Services division. John was elected as Vice President in 2010, advanced to First Vice President in 2013 and promoted to Senior Vice President in 2018.


     

  



Here are some power takeaways from today’s conversation:

01:59 His real estate journey

03:25 2024 Outlook for the real estate market

05:08 How LP investors can invest wisely in 2024

07:18 How to find good operators 

11:41 Which asset classes will shine in the next few years

18:14 Loan delinquency rates

24:04 Rate caps effect on loans
29:06 Construction costs affect the markets

34:44 Interest rates getting back to normal

39:40 What to protect ourselves from in 2024

42:41 The Best Ever Conference

44:39 Podcast recommendation

45:26 Contact John

46:14 Thanks for watching!




 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn 
www.linkedin.com/in/johnchang 
 



Podcast Recommendations:

Pickleball studio: https://pickleballstudio.com/

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Circuit City
invest.circuitcity.com

]]> 3184 no 160: Syndication Secrets: Empowering Investors with Russell Gray from The Real Estate Guys https://share.transistor.fm/s/82842ac6 Join us on this enlightening journey with Russell Gray, co-host of the Real Estate Guys Radio Show and a seasoned financial educator, as we dive deep into the mechanics of wealth building through real estate. Russell shares his personal journey from commercial sales to becoming a titan in the real estate and financial education world. Learn how to empower your financial freedom, understand the importance of income over equity, and the vital role of financial education in today's ever-changing economic landscape. Don't miss out on these valuable insights to elevate your investing strategy. Subscribe and tune in now!   About Russell Gray  Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.      Here are some power takeaways from today’s conversation: 01:38 His real estate journey 14:38 The great reset 39:06 Should you focus on income rather than appreciation? 47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal 53:51 Podcast recommendation 56:00 Contact Russell 56:33 Thank you   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedInhttps://www.linkedin.com/in/russellwgray/  Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Sun, 17 Mar 2024 07:00:00 -0000 160: Syndication Secrets: Empowering Investors with Russell Gray from The Real Estate Guys full 160 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on this enlightening journey with Russell Gray, co-host of the Real Estate Guys Radio Show and a seasoned financial educator, as we dive deep into the mechanics of wealth building through real estate. Russell shares his personal journey from commercial sales to becoming a titan in the real estate and financial education world. Learn how to empower your financial freedom, understand the importance of income over equity, and the vital role of financial education in today's ever-changing economic landscape. Don't miss out on these valuable insights to elevate your investing strategy. Subscribe and tune in now!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Russell Gray<br> </strong></p><ul><li>Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty. <br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:38 His real estate journey</p><p>14:38 The great reset</p><p>39:06 Should you focus on income rather than appreciation?</p><p>47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal</p><p>53:51 Podcast recommendation</p><p>56:00 Contact Russell</p><p>56:33 Thank you</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn<br>https://www.linkedin.com/in/russellwgray/ </p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916<br>The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441<br>Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 </p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p><p>Circuit City<br>invest.circuitcity.com</p> Join us on this enlightening journey with Russell Gray, co-host of the Real Estate Guys Radio Show and a seasoned financial educator, as we dive deep into the mechanics of wealth building through real estate. Russell shares his personal journey from commercial sales to becoming a titan in the real estate and financial education world. Learn how to empower your financial freedom, understand the importance of income over equity, and the vital role of financial education in today's ever-changing economic landscape. Don't miss out on these valuable insights to elevate your investing strategy. Subscribe and tune in now!   About Russell Gray  Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.      Here are some power takeaways from today’s conversation: 01:38 His real estate journey 14:38 The great reset 39:06 Should you focus on income rather than appreciation? 47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal 53:51 Podcast recommendation 56:00 Contact Russell 56:33 Thank you   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedInhttps://www.linkedin.com/in/russellwgray/  Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Join us on this enlightening journey with Russell Gray, co-host of the Real Estate Guys Radio Show and a seasoned financial educator, as we dive deep into the mechanics of wealth building through real estate. Russell shares his personal journey from commercial sales to becoming a titan in the real estate and financial education world. Learn how to empower your financial freedom, understand the importance of income over equity, and the vital role of financial education in today's ever-changing economic landscape. Don't miss out on these valuable insights to elevate your investing strategy. Subscribe and tune in now!
  



About Russell Gray
 

  • Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty.
     

  



Here are some power takeaways from today’s conversation:

01:38 His real estate journey

14:38 The great reset

39:06 Should you focus on income rather than appreciation?

47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal

53:51 Podcast recommendation

56:00 Contact Russell

56:33 Thank you



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn
https://www.linkedin.com/in/russellwgray/ 



Podcast Recommendations:

The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916
The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441
Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

Circuit City
invest.circuitcity.com

]]> 3923 no 159: Mastering Creative Real Estate with Chris Prefontaine https://share.transistor.fm/s/599b97b2 Tune in to 'Passive Investing From Left Field,' where host Jim Pfeifer and real estate maestro Chris Prefontaine unlock the secrets to creative property investment. Episode 159 delves into buying properties with existing mortgages, profitable lease purchase strategies, and the power of the 'three paydays' system. Whether bracing for market shifts or seeking stable, long-term investments, this episode offers valuable insights for every investor level. Discover Chris's unique approach to building wealth without banks or personal funds. Get ready for an episode packed with strategies for a robust investment portfolio. Don't miss it — listen now and enhance your real estate savvy!   About Chris Prefontaine  Chris Prefontaine is a real estate veteran with an emphasis on creative acquisition strategies. With over three decades in the industry, he pivoted from traditional investments to innovative methods following the 2008 crash. He avoids banks and personal funding, preferring terms like lease options, owner financing, and subject-to deals. Prefontaine leads Smart Real Estate Coach, mentoring students in real estate investments and championing the 'three paydays' system, signifying cash now, cash flow, and cash later. Focused on low-maintenance asset classes like self storage, Chris plans for passive income streams while imparting his community with the knowledge gained over a successful investing career.     Here are some power takeaways from today’s conversation: 01:38 His real estate journey 04:11 Mistakes and lessons learned 05:48 He doesn’t use a bank? 07:44 Principle-only owner financing 09:06 When should we invest? 13:47 Asset classes that will make you money 15:35 Self-storage investing 16:25 How he invests in self-storage 17:53 What other asset classes interest him? 18:30 The 3 paydays 20:56 Market Outlook for 2024 22:37 Renting vs Owning and how it affects the single family home business 23:53 Creative Real Estate coaching business 25:25 How to vet someone 27:29 Podcast recommendations 27:59 Contact Chris   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/ Podcast Recommendations: Conan Obrien needs a Friendhttps://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz Man Talkshttps://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Sun, 10 Mar 2024 04:21:10 -0000 159: Mastering Creative Real Estate with Chris Prefontaine full 159 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Tune in to 'Passive Investing From Left Field,' where host Jim Pfeifer and real estate maestro Chris Prefontaine unlock the secrets to creative property investment. Episode 159 delves into buying properties with existing mortgages, profitable lease purchase strategies, and the power of the 'three paydays' system. Whether bracing for market shifts or seeking stable, long-term investments, this episode offers valuable insights for every investor level. Discover Chris's unique approach to building wealth without banks or personal funds. Get ready for an episode packed with strategies for a robust investment portfolio. Don't miss it — listen now and enhance your real estate savvy!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Chris Prefontaine<br> </strong></p><ul><li>Chris Prefontaine is a real estate veteran with an emphasis on creative acquisition strategies. With over three decades in the industry, he pivoted from traditional investments to innovative methods following the 2008 crash. He avoids banks and personal funding, preferring terms like lease options, owner financing, and subject-to deals. Prefontaine leads Smart Real Estate Coach, mentoring students in real estate investments and championing the 'three paydays' system, signifying cash now, cash flow, and cash later. Focused on low-maintenance asset classes like self storage, Chris plans for passive income streams while imparting his community with the knowledge gained over a successful investing career.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:38 His real estate journey</p><p>04:11 Mistakes and lessons learned</p><p>05:48 He doesn’t use a bank?</p><p>07:44 Principle-only owner financing</p><p>09:06 When should we invest?</p><p>13:47 Asset classes that will make you money</p><p>15:35 Self-storage investing</p><p>16:25 How he invests in self-storage</p><p>17:53 What other asset classes interest him?</p><p>18:30 The 3 paydays</p><p>20:56 Market Outlook for 2024</p><p>22:37 Renting vs Owning and how it affects the single family home business</p><p>23:53 Creative Real Estate coaching business</p><p>25:25 How to vet someone</p><p>27:29 Podcast recommendations</p><p>27:59 Contact Chris</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/</p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Conan Obrien needs a Friend<br>https://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz</p><p>Man Talks<br>https://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ </p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors:<br>https://www.leftfieldinvestors.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p><p>Circuit City<br>invest.circuitcity.com</p> Tune in to 'Passive Investing From Left Field,' where host Jim Pfeifer and real estate maestro Chris Prefontaine unlock the secrets to creative property investment. Episode 159 delves into buying properties with existing mortgages, profitable lease purchase strategies, and the power of the 'three paydays' system. Whether bracing for market shifts or seeking stable, long-term investments, this episode offers valuable insights for every investor level. Discover Chris's unique approach to building wealth without banks or personal funds. Get ready for an episode packed with strategies for a robust investment portfolio. Don't miss it — listen now and enhance your real estate savvy!   About Chris Prefontaine  Chris Prefontaine is a real estate veteran with an emphasis on creative acquisition strategies. With over three decades in the industry, he pivoted from traditional investments to innovative methods following the 2008 crash. He avoids banks and personal funding, preferring terms like lease options, owner financing, and subject-to deals. Prefontaine leads Smart Real Estate Coach, mentoring students in real estate investments and championing the 'three paydays' system, signifying cash now, cash flow, and cash later. Focused on low-maintenance asset classes like self storage, Chris plans for passive income streams while imparting his community with the knowledge gained over a successful investing career.     Here are some power takeaways from today’s conversation: 01:38 His real estate journey 04:11 Mistakes and lessons learned 05:48 He doesn’t use a bank? 07:44 Principle-only owner financing 09:06 When should we invest? 13:47 Asset classes that will make you money 15:35 Self-storage investing 16:25 How he invests in self-storage 17:53 What other asset classes interest him? 18:30 The 3 paydays 20:56 Market Outlook for 2024 22:37 Renting vs Owning and how it affects the single family home business 23:53 Creative Real Estate coaching business 25:25 How to vet someone 27:29 Podcast recommendations 27:59 Contact Chris   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/ Podcast Recommendations: Conan Obrien needs a Friendhttps://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz Man Talkshttps://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ  Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Tune in to 'Passive Investing From Left Field,' where host Jim Pfeifer and real estate maestro Chris Prefontaine unlock the secrets to creative property investment. Episode 159 delves into buying properties with existing mortgages, profitable lease purchase strategies, and the power of the 'three paydays' system. Whether bracing for market shifts or seeking stable, long-term investments, this episode offers valuable insights for every investor level. Discover Chris's unique approach to building wealth without banks or personal funds. Get ready for an episode packed with strategies for a robust investment portfolio. Don't miss it — listen now and enhance your real estate savvy!
  



About Chris Prefontaine
 

  • Chris Prefontaine is a real estate veteran with an emphasis on creative acquisition strategies. With over three decades in the industry, he pivoted from traditional investments to innovative methods following the 2008 crash. He avoids banks and personal funding, preferring terms like lease options, owner financing, and subject-to deals. Prefontaine leads Smart Real Estate Coach, mentoring students in real estate investments and championing the 'three paydays' system, signifying cash now, cash flow, and cash later. Focused on low-maintenance asset classes like self storage, Chris plans for passive income streams while imparting his community with the knowledge gained over a successful investing career.
     

  



Here are some power takeaways from today’s conversation:

01:38 His real estate journey

04:11 Mistakes and lessons learned

05:48 He doesn’t use a bank?

07:44 Principle-only owner financing

09:06 When should we invest?

13:47 Asset classes that will make you money

15:35 Self-storage investing

16:25 How he invests in self-storage

17:53 What other asset classes interest him?

18:30 The 3 paydays

20:56 Market Outlook for 2024

22:37 Renting vs Owning and how it affects the single family home business

23:53 Creative Real Estate coaching business

25:25 How to vet someone

27:29 Podcast recommendations

27:59 Contact Chris



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/



Podcast Recommendations:

Conan Obrien needs a Friend
https://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz

Man Talks
https://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ 

Advertising Partners:

Left Field Investors:
https://www.leftfieldinvestors.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

Circuit City
invest.circuitcity.com

]]> 2194 no 158: Navigating Syndications: Evan Polaski on Investor Relations and Recession-Resilient Assets https://share.transistor.fm/s/14007c97 Dive into the intricacies of real estate syndication, featuring expert guest Evan Polaski from Axia Partners. We discuss the pivotal role of investor relations, uncover the tough questions every investor should ask, and spotlight Axia's focus on strong asset classes. Join host Jim as he provides the tools for due diligence and knowledge on how to match deals to your investment goals. For actionable insights and practical wisdom in the world of passive investing, subscribe and make informed decisions. Get the edge you need - listen now!   About Evan Polaski  Evan Polaski serves as the Director of Investor Relations at Axia Partners, boasting a substantial 17-year tenure in investor communications. His involvement in real estate was sparked early, propelling him to study finance and real estate in college. In his current role, he specializes in connecting investors with company operations, ensuring their needs align with Axia's strategic goals. Evan focuses on recession-hardy investments in the Mountain West and Sunbelt regions, across various assets like multifamily and self-storage. His dedication to investor relations is a cornerstone of Axia's commitment to its clientele.     Here are some power takeaways from today’s conversation: 01:50 His journey to real estate investing  05:41 What is his role in the deal and process? 12:16 What questions investors should be asking 21:30 The fees 25:24 Should you ask how much the IR team is investing? 28:26 What is a sensitivity analysis? 30:21 How can investors approach the first call with an IR? 27:45 Has the economy effected how he analyzes deals? 35:02 Who should you be talking to when doing a deal 38:40 Axia  40:39 Podcast recommendation 41:24 Contact Evan   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/ Podcast Recommendations: Conan Obrien needs a Friendhttps://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz Man Talkshttps://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ  Advertising Partners: Rise48https://rise48.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Sun, 03 Mar 2024 08:00:00 -0000 158: Navigating Syndications: Evan Polaski on Investor Relations and Recession-Resilient Assets full 158 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Dive into the intricacies of real estate syndication, featuring expert guest Evan Polaski from Axia Partners. We discuss the pivotal role of investor relations, uncover the tough questions every investor should ask, and spotlight Axia's focus on strong asset classes. Join host Jim as he provides the tools for due diligence and knowledge on how to match deals to your investment goals. For actionable insights and practical wisdom in the world of passive investing, subscribe and make informed decisions. Get the edge you need - listen now!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Evan Polaski<br> </strong></p><ul><li>Evan Polaski serves as the Director of Investor Relations at Axia Partners, boasting a substantial 17-year tenure in investor communications. His involvement in real estate was sparked early, propelling him to study finance and real estate in college. In his current role, he specializes in connecting investors with company operations, ensuring their needs align with Axia's strategic goals. Evan focuses on recession-hardy investments in the Mountain West and Sunbelt regions, across various assets like multifamily and self-storage. His dedication to investor relations is a cornerstone of Axia's commitment to its clientele.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:50 His journey to real estate investing </p><p>05:41 What is his role in the deal and process?</p><p>12:16 What questions investors should be asking</p><p>21:30 The fees</p><p>25:24 Should you ask how much the IR team is investing?</p><p>28:26 What is a sensitivity analysis?</p><p>30:21 How can investors approach the first call with an IR?</p><p>27:45 Has the economy effected how he analyzes deals?</p><p>35:02 Who should you be talking to when doing a deal</p><p>38:40 Axia </p><p>40:39 Podcast recommendation</p><p>41:24 Contact Evan</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/</p><p><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Conan Obrien needs a Friend<br>https://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz</p><p>Man Talks<br>https://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ </p><p><strong>Advertising Partners:</strong></p><p>Rise48<br>https://rise48.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p><p>Circuit City<br>invest.circuitcity.com</p> Dive into the intricacies of real estate syndication, featuring expert guest Evan Polaski from Axia Partners. We discuss the pivotal role of investor relations, uncover the tough questions every investor should ask, and spotlight Axia's focus on strong asset classes. Join host Jim as he provides the tools for due diligence and knowledge on how to match deals to your investment goals. For actionable insights and practical wisdom in the world of passive investing, subscribe and make informed decisions. Get the edge you need - listen now!   About Evan Polaski  Evan Polaski serves as the Director of Investor Relations at Axia Partners, boasting a substantial 17-year tenure in investor communications. His involvement in real estate was sparked early, propelling him to study finance and real estate in college. In his current role, he specializes in connecting investors with company operations, ensuring their needs align with Axia's strategic goals. Evan focuses on recession-hardy investments in the Mountain West and Sunbelt regions, across various assets like multifamily and self-storage. His dedication to investor relations is a cornerstone of Axia's commitment to its clientele.     Here are some power takeaways from today’s conversation: 01:50 His journey to real estate investing  05:41 What is his role in the deal and process? 12:16 What questions investors should be asking 21:30 The fees 25:24 Should you ask how much the IR team is investing? 28:26 What is a sensitivity analysis? 30:21 How can investors approach the first call with an IR? 27:45 Has the economy effected how he analyzes deals? 35:02 Who should you be talking to when doing a deal 38:40 Axia  40:39 Podcast recommendation 41:24 Contact Evan   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/ Podcast Recommendations: Conan Obrien needs a Friendhttps://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz Man Talkshttps://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ  Advertising Partners: Rise48https://rise48.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Circuit Cityinvest.circuitcity.com Dive into the intricacies of real estate syndication, featuring expert guest Evan Polaski from Axia Partners. We discuss the pivotal role of investor relations, uncover the tough questions every investor should ask, and spotlight Axia's focus on strong asset classes. Join host Jim as he provides the tools for due diligence and knowledge on how to match deals to your investment goals. For actionable insights and practical wisdom in the world of passive investing, subscribe and make informed decisions. Get the edge you need - listen now!
  



About Evan Polaski
 

  • Evan Polaski serves as the Director of Investor Relations at Axia Partners, boasting a substantial 17-year tenure in investor communications. His involvement in real estate was sparked early, propelling him to study finance and real estate in college. In his current role, he specializes in connecting investors with company operations, ensuring their needs align with Axia's strategic goals. Evan focuses on recession-hardy investments in the Mountain West and Sunbelt regions, across various assets like multifamily and self-storage. His dedication to investor relations is a cornerstone of Axia's commitment to its clientele.
     

  



Here are some power takeaways from today’s conversation:

01:50 His journey to real estate investing 

05:41 What is his role in the deal and process?

12:16 What questions investors should be asking

21:30 The fees

25:24 Should you ask how much the IR team is investing?

28:26 What is a sensitivity analysis?

30:21 How can investors approach the first call with an IR?

27:45 Has the economy effected how he analyzes deals?

35:02 Who should you be talking to when doing a deal

38:40 Axia 

40:39 Podcast recommendation

41:24 Contact Evan



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: LinkedIn: https://www.linkedin.com/in/evanpolaski/



Podcast Recommendations:

Conan Obrien needs a Friend
https://podcasts.apple.com/us/podcast/conan-obrien-needs-a-friend/id1438054347list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz

Man Talks
https://www.youtube.com/@UC2exoyYcKLknC5IWiwdAihQ 

Advertising Partners:

Rise48
https://rise48.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

Circuit City
invest.circuitcity.com

]]> 2872 no 157: Exploring Branded Hotels as an Asset Class with Matt Faircloth https://share.transistor.fm/s/f531e40e Join us on the latest episode of Passive Investing from Left Field, where Matt Faircloth and Chad Ackerman break down the crucial role of transparency in real estate investments. They tackle the importance of clear communication and discuss how today's market challenges demand a more conservative approach to deal underwriting. Matt shares his inspiring journey in real estate, scaling from a modest loan to managing thousands of multifamily units. Join us for an insightful session filled with expert advice on navigating investments, emphasizing cash flow, and a glimpse into the evolving buy-and-hold strategy. It's an episode packed with value that no passive investor should skip!   About Matt Faircloth  Matt Faircloth is a seasoned real estate investor and the co-founder of the DeRosa Group, a company he started with his wife Liz. He has been active in the industry since 2004, engaging in various projects like fix and flips, and multifamily properties. Faircloth's journey began with a $30,000 loan, which he and Liz turned into a substantial real estate portfolio that includes thousands of units and a significant investment fund. He advocates for conservative investing, the importance of generating cash flow, and transparency in real estate syndications. Faircloth's work emphasizes education for investors and partners, aiming to ensure a stable and profitable real estate market experience.     Here are some power takeaways from today’s conversation: 02:25 His real estate journey 03:41 What is new in the world of investing since he had been on the show? 05:56 Impact fund 09:54 What is his investment strategy? 13:37 His journey to the hotel space 17:44 What metrics have changed that he has put emphasis on? 21:05 How has his loan structure strategy changed? 27:45 Has the economy effected how he analyzes deals? 32:13 How do you approach the exit strategies? 34:33 Podcast recommendations 35:30 Contact Matt   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/mdfaircloth Instagram: https://www.instagram.com/themattfaircloth/?hl=en Website: https://derosagroup.com/about/ Podcast Recommendations: The Real Estate Podcast: https://www.youtube.com/playlist?list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz Advertising Partners: Rise48https://rise48.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Vyzerhttps://vyzer.co/ Sun, 25 Feb 2024 08:00:00 -0000 157: Exploring Branded Hotels as an Asset Class with Matt Faircloth full 157 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, where Matt Faircloth and Chad Ackerman break down the crucial role of transparency in real estate investments. They tackle the importance of clear communication and discuss how today's market challenges demand a more conservative approach to deal underwriting. <br>Matt shares his inspiring journey in real estate, scaling from a modest loan to managing thousands of multifamily units. Join us for an insightful session filled with expert advice on navigating investments, emphasizing cash flow, and a glimpse into the evolving buy-and-hold strategy. It's an episode packed with value that no passive investor should skip!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Matt Faircloth<br> </strong></p><ul><li>Matt Faircloth is a seasoned real estate investor and the co-founder of the DeRosa Group, a company he started with his wife Liz. He has been active in the industry since 2004, engaging in various projects like fix and flips, and multifamily properties. Faircloth's journey began with a $30,000 loan, which he and Liz turned into a substantial real estate portfolio that includes thousands of units and a significant investment fund. He advocates for conservative investing, the importance of generating cash flow, and transparency in real estate syndications. Faircloth's work emphasizes education for investors and partners, aiming to ensure a stable and profitable real estate market experience.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:25 His real estate journey</p><p>03:41 What is new in the world of investing since he had been on the show?</p><p>05:56 Impact fund</p><p>09:54 What is his investment strategy?</p><p>13:37 His journey to the hotel space</p><p>17:44 What metrics have changed that he has put emphasis on?</p><p>21:05 How has his loan structure strategy changed?</p><p>27:45 Has the economy effected how he analyzes deals?</p><p>32:13 How do you approach the exit strategies?</p><p>34:33 Podcast recommendations</p><p>35:30 Contact Matt</p><p><br></p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: https://www.linkedin.com/in/mdfaircloth</p><p>Instagram: https://www.instagram.com/themattfaircloth/?hl=en</p><p>Website: https://derosagroup.com/about/</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>The Real Estate Podcast: https://www.youtube.com/playlist?list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz</p><p><strong>Advertising Partners:</strong></p><p>Rise48<br>https://rise48.com/</p><p>Rust Belt Capital<br>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC<br>https://www.leftfieldinvestors.com/bec/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh<br>https://www.leftfieldinvestors.com/books/</p><p>Vyzer<br>https://vyzer.co/</p> Join us on the latest episode of Passive Investing from Left Field, where Matt Faircloth and Chad Ackerman break down the crucial role of transparency in real estate investments. They tackle the importance of clear communication and discuss how today's market challenges demand a more conservative approach to deal underwriting. Matt shares his inspiring journey in real estate, scaling from a modest loan to managing thousands of multifamily units. Join us for an insightful session filled with expert advice on navigating investments, emphasizing cash flow, and a glimpse into the evolving buy-and-hold strategy. It's an episode packed with value that no passive investor should skip!   About Matt Faircloth  Matt Faircloth is a seasoned real estate investor and the co-founder of the DeRosa Group, a company he started with his wife Liz. He has been active in the industry since 2004, engaging in various projects like fix and flips, and multifamily properties. Faircloth's journey began with a $30,000 loan, which he and Liz turned into a substantial real estate portfolio that includes thousands of units and a significant investment fund. He advocates for conservative investing, the importance of generating cash flow, and transparency in real estate syndications. Faircloth's work emphasizes education for investors and partners, aiming to ensure a stable and profitable real estate market experience.     Here are some power takeaways from today’s conversation: 02:25 His real estate journey 03:41 What is new in the world of investing since he had been on the show? 05:56 Impact fund 09:54 What is his investment strategy? 13:37 His journey to the hotel space 17:44 What metrics have changed that he has put emphasis on? 21:05 How has his loan structure strategy changed? 27:45 Has the economy effected how he analyzes deals? 32:13 How do you approach the exit strategies? 34:33 Podcast recommendations 35:30 Contact Matt   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/mdfaircloth Instagram: https://www.instagram.com/themattfaircloth/?hl=en Website: https://derosagroup.com/about/ Podcast Recommendations: The Real Estate Podcast: https://www.youtube.com/playlist?list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz Advertising Partners: Rise48https://rise48.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/ Vyzerhttps://vyzer.co/ Join us on the latest episode of Passive Investing from Left Field, where Matt Faircloth and Chad Ackerman break down the crucial role of transparency in real estate investments. They tackle the importance of clear communication and discuss how today's market challenges demand a more conservative approach to deal underwriting.
Matt shares his inspiring journey in real estate, scaling from a modest loan to managing thousands of multifamily units. Join us for an insightful session filled with expert advice on navigating investments, emphasizing cash flow, and a glimpse into the evolving buy-and-hold strategy. It's an episode packed with value that no passive investor should skip!
  



About Matt Faircloth
 

  • Matt Faircloth is a seasoned real estate investor and the co-founder of the DeRosa Group, a company he started with his wife Liz. He has been active in the industry since 2004, engaging in various projects like fix and flips, and multifamily properties. Faircloth's journey began with a $30,000 loan, which he and Liz turned into a substantial real estate portfolio that includes thousands of units and a significant investment fund. He advocates for conservative investing, the importance of generating cash flow, and transparency in real estate syndications. Faircloth's work emphasizes education for investors and partners, aiming to ensure a stable and profitable real estate market experience.
     

  



Here are some power takeaways from today’s conversation:

02:25 His real estate journey

03:41 What is new in the world of investing since he had been on the show?

05:56 Impact fund

09:54 What is his investment strategy?

13:37 His journey to the hotel space

17:44 What metrics have changed that he has put emphasis on?

21:05 How has his loan structure strategy changed?

27:45 Has the economy effected how he analyzes deals?

32:13 How do you approach the exit strategies?

34:33 Podcast recommendations

35:30 Contact Matt



 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: https://www.linkedin.com/in/mdfaircloth

Instagram: https://www.instagram.com/themattfaircloth/?hl=en

Website: https://derosagroup.com/about/


Podcast Recommendations:

The Real Estate Podcast: https://www.youtube.com/playlist?list=PLNd0322kaMZZABZc_9GmVKhfmm4Y0t3kz

Advertising Partners:

Rise48
https://rise48.com/

Rust Belt Capital
https://rustbeltcapital.com/

Left Field Investors - BEC
https://www.leftfieldinvestors.com/bec/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh
https://www.leftfieldinvestors.com/books/

Vyzer
https://vyzer.co/

]]> 2533 no Spotlight Episode: Risk Mitigation Strategies: Insights from Ryan Stieg https://share.transistor.fm/s/ff4d0c19 Uncover the insider secrets of passive investing with Ryan Stieg, CFO and co-founder of LFI. Join host Chad Ackerman as Ryan shares valuable insights into deals gone wrong, offering lessons learned and tips to prevent such setbacks. Discover the importance of diversification, deeper due diligence, and communication in passive investing. Don't miss this eye-opening discussion with Ryan Stieg on the pitfalls and precautions in the world of syndication investing. Listen now on your favorite podcast platform! 🎧   About Ryan Stieg   Ryan Stieg is a seasoned investor and the Chief Financial Officer (CFO) of LFI (Left Field Investor) and one of the founders of LFI. With a background in syndication investing, Ryan has a wealth of experience in passive investing and brings valuable insights to the podcast. He has navigated through various investment opportunities, including some that didn't go as planned, and his experiences provide practical lessons for investors. Through sharing his own investment journey, Ryan aims to educate and inform the community about the nuances of passive investing and how to approach deals with careful consideration.     Here are some power takeaways from today’s conversation: 02:15 Deals that went wrong  7:11 Deeper due diligence   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/ryan-stieg-7375a26/ Advertising Partners: Rust Belt Capital https://rustbeltcapital.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Wed, 21 Feb 2024 08:00:00 -0000 Spotlight Episode: Risk Mitigation Strategies: Insights from Ryan Stieg full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Uncover the insider secrets of passive investing with Ryan Stieg, CFO and co-founder of LFI. Join host Chad Ackerman as Ryan shares valuable insights into deals gone wrong, offering lessons learned and tips to prevent such setbacks. <br>Discover the importance of diversification, deeper due diligence, and communication in passive investing. Don't miss this eye-opening discussion with Ryan Stieg on the pitfalls and precautions in the world of syndication investing. <br>Listen now on your favorite podcast platform! 🎧<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Ryan Stieg <br> </strong></p><ul><li>Ryan Stieg is a seasoned investor and the Chief Financial Officer (CFO) of LFI (Left Field Investor) and one of the founders of LFI. With a background in syndication investing, Ryan has a wealth of experience in passive investing and brings valuable insights to the podcast. He has navigated through various investment opportunities, including some that didn't go as planned, and his experiences provide practical lessons for investors. Through sharing his own investment journey, Ryan aims to educate and inform the community about the nuances of passive investing and how to approach deals with careful consideration.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:15 Deals that went wrong </p><p>7:11 Deeper due diligence</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: https://www.linkedin.com/in/ryan-stieg-7375a26/<a href="https://midloch.com/"><br></a><br></p><p><br></p><p><br></p><p><a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p>Rust Belt Capital https://rustbeltcapital.com/</p><p>Rise48 - https://rise48.com/</p><p>Vyzer - https://vyzer.co/</p> Uncover the insider secrets of passive investing with Ryan Stieg, CFO and co-founder of LFI. Join host Chad Ackerman as Ryan shares valuable insights into deals gone wrong, offering lessons learned and tips to prevent such setbacks. Discover the importance of diversification, deeper due diligence, and communication in passive investing. Don't miss this eye-opening discussion with Ryan Stieg on the pitfalls and precautions in the world of syndication investing. Listen now on your favorite podcast platform! 🎧   About Ryan Stieg   Ryan Stieg is a seasoned investor and the Chief Financial Officer (CFO) of LFI (Left Field Investor) and one of the founders of LFI. With a background in syndication investing, Ryan has a wealth of experience in passive investing and brings valuable insights to the podcast. He has navigated through various investment opportunities, including some that didn't go as planned, and his experiences provide practical lessons for investors. Through sharing his own investment journey, Ryan aims to educate and inform the community about the nuances of passive investing and how to approach deals with careful consideration.     Here are some power takeaways from today’s conversation: 02:15 Deals that went wrong  7:11 Deeper due diligence   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/ryan-stieg-7375a26/ Advertising Partners: Rust Belt Capital https://rustbeltcapital.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Uncover the insider secrets of passive investing with Ryan Stieg, CFO and co-founder of LFI. Join host Chad Ackerman as Ryan shares valuable insights into deals gone wrong, offering lessons learned and tips to prevent such setbacks.
Discover the importance of diversification, deeper due diligence, and communication in passive investing. Don't miss this eye-opening discussion with Ryan Stieg on the pitfalls and precautions in the world of syndication investing.
Listen now on your favorite podcast platform! 🎧
  



About Ryan Stieg 
 

  • Ryan Stieg is a seasoned investor and the Chief Financial Officer (CFO) of LFI (Left Field Investor) and one of the founders of LFI. With a background in syndication investing, Ryan has a wealth of experience in passive investing and brings valuable insights to the podcast. He has navigated through various investment opportunities, including some that didn't go as planned, and his experiences provide practical lessons for investors. Through sharing his own investment journey, Ryan aims to educate and inform the community about the nuances of passive investing and how to approach deals with careful consideration.
     

  



Here are some power takeaways from today’s conversation:

02:15 Deals that went wrong 

7:11 Deeper due diligence


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: https://www.linkedin.com/in/ryan-stieg-7375a26/





Advertising Partners:

Rust Belt Capital https://rustbeltcapital.com/

Rise48 - https://rise48.com/

Vyzer - https://vyzer.co/

]]> 858 no 156: Impact Investing in Workforce Housing with DLP's Rich Delgado https://share.transistor.fm/s/f5831141 Join us on the latest episode of Passive Investing from Left Field, featuring special guest Rich Delgado of DLP Capital.Dive into the heart of workforce and affordable housing investments, and discover how DLP's innovative approach is not only enriching communities but also providing impressive returns for investors. Rich shares insights on the thriving RV park market and reveals the financial strategies fueling DLP's strong performance despite market fluctuations. Don't miss out as we explore smaller deals with big impact and learn about the future of real estate investing in 2024.    About Rich Delgado  Rich Delgado is a seasoned financial expert with over 30 years of experience in structured finance, capital markets, and mortgage industries. His impressive career trajectory has led him to the role of Managing Director of Structured Finance & Capital Partners at DLP Capital, which he joined in April 2019. Before his engagement with DLP Capital, Rich Delgaldo honed his skills in high-stakes environments, serving as Senior Vice President of Portfolio Investments at Nationstar Mortgage, where he masterfully grew their Mortgage Servicing Rights portfolio to an astounding $600 billion. His financial acumen also saw him manage $7 billion of Financing Facilities across 14 lenders during his tenure as Senior Vice President and Treasurer at Ocwen Financial Corp. Delgaldo's foundation in finance was laid during the early days of his career at the prestigious New York office of Deloitte & Touche, setting the stage for a remarkable journey through the finance industry.     Here are some power takeaways from today’s conversation: 01:42 His real estate journey 04:15 Who is DLP Capital?  05:56 Impact fund 07:35 Affordable & workforce housing 10:12 Starting from the ground up 12:09 Environmental stewardship 13:24 What he does for the DLP Community 14:47 Equity vs. debt investing 17:49 Mez debt vs. regular debt 21:13 Adjusting for the futures 25:49 2023 deal performance 28:06 Outdoor hospitality 34:50 Outlook for 2024 34:54 Podcast recommendations 36:05 Contact Rich   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/company/dlpcapital/mycompany/ YouTube: https://www.youtube.com/c/DLPCapital Facebook: https://www.facebook.com/DLPCapital/ Podcast Recommendations: Impact with Don: https://impactwithdon.com/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Rust Belt Capital: https://rustbeltcapital.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books// Sun, 18 Feb 2024 08:00:00 -0000 156: Impact Investing in Workforce Housing with DLP's Rich Delgado full 156 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, featuring special guest Rich Delgado of DLP Capital.<br>Dive into the heart of workforce and affordable housing investments, and discover how DLP's innovative approach is not only enriching communities but also providing impressive returns for investors. Rich shares insights on the thriving RV park market and reveals the financial strategies fueling DLP's strong performance despite market fluctuations. <br>Don't miss out as we explore smaller deals with big impact and learn about the future of real estate investing in 2024. <br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Rich Delgado<br> </strong></p><ul><li>Rich Delgado is a seasoned financial expert with over 30 years of experience in structured finance, capital markets, and mortgage industries. His impressive career trajectory has led him to the role of Managing Director of Structured Finance &amp; Capital Partners at DLP Capital, which he joined in April 2019. Before his engagement with DLP Capital, Rich Delgaldo honed his skills in high-stakes environments, serving as Senior Vice President of Portfolio Investments at Nationstar Mortgage, where he masterfully grew their Mortgage Servicing Rights portfolio to an astounding $600 billion. His financial acumen also saw him manage $7 billion of Financing Facilities across 14 lenders during his tenure as Senior Vice President and Treasurer at Ocwen Financial Corp. Delgaldo's foundation in finance was laid during the early days of his career at the prestigious New York office of Deloitte &amp; Touche, setting the stage for a remarkable journey through the finance industry.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:42 His real estate journey</p><p>04:15 Who is DLP Capital? </p><p>05:56 Impact fund</p><p>07:35 Affordable &amp; workforce housing</p><p>10:12 Starting from the ground up</p><p>12:09 Environmental stewardship</p><p>13:24 What he does for the DLP Community</p><p>14:47 Equity vs. debt investing</p><p>17:49 Mez debt vs. regular debt</p><p>21:13 Adjusting for the futures</p><p>25:49 2023 deal performance</p><p>28:06 Outdoor hospitality</p><p>34:50 Outlook for 2024</p><p>34:54 Podcast recommendations</p><p>36:05 Contact Rich</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: https://www.linkedin.com/company/dlpcapital/mycompany/</p><p>YouTube: https://www.youtube.com/c/DLPCapital</p><p>Facebook: https://www.facebook.com/DLPCapital/</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Impact with Don: https://impactwithdon.com/</p><p>The Walker Webcast - https://www.walkerdunlop.com/webcasts/</p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/</p><p>Tribevest - https://www.tribevest.com/</p><p>Rise48 - https://rise48.com/</p><p>Rust Belt Capital: https://rustbeltcapital.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books//</p> Join us on the latest episode of Passive Investing from Left Field, featuring special guest Rich Delgado of DLP Capital.Dive into the heart of workforce and affordable housing investments, and discover how DLP's innovative approach is not only enriching communities but also providing impressive returns for investors. Rich shares insights on the thriving RV park market and reveals the financial strategies fueling DLP's strong performance despite market fluctuations. Don't miss out as we explore smaller deals with big impact and learn about the future of real estate investing in 2024.    About Rich Delgado  Rich Delgado is a seasoned financial expert with over 30 years of experience in structured finance, capital markets, and mortgage industries. His impressive career trajectory has led him to the role of Managing Director of Structured Finance & Capital Partners at DLP Capital, which he joined in April 2019. Before his engagement with DLP Capital, Rich Delgaldo honed his skills in high-stakes environments, serving as Senior Vice President of Portfolio Investments at Nationstar Mortgage, where he masterfully grew their Mortgage Servicing Rights portfolio to an astounding $600 billion. His financial acumen also saw him manage $7 billion of Financing Facilities across 14 lenders during his tenure as Senior Vice President and Treasurer at Ocwen Financial Corp. Delgaldo's foundation in finance was laid during the early days of his career at the prestigious New York office of Deloitte & Touche, setting the stage for a remarkable journey through the finance industry.     Here are some power takeaways from today’s conversation: 01:42 His real estate journey 04:15 Who is DLP Capital?  05:56 Impact fund 07:35 Affordable & workforce housing 10:12 Starting from the ground up 12:09 Environmental stewardship 13:24 What he does for the DLP Community 14:47 Equity vs. debt investing 17:49 Mez debt vs. regular debt 21:13 Adjusting for the futures 25:49 2023 deal performance 28:06 Outdoor hospitality 34:50 Outlook for 2024 34:54 Podcast recommendations 36:05 Contact Rich   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/company/dlpcapital/mycompany/ YouTube: https://www.youtube.com/c/DLPCapital Facebook: https://www.facebook.com/DLPCapital/ Podcast Recommendations: Impact with Don: https://impactwithdon.com/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Rust Belt Capital: https://rustbeltcapital.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books// Join us on the latest episode of Passive Investing from Left Field, featuring special guest Rich Delgado of DLP Capital.
Dive into the heart of workforce and affordable housing investments, and discover how DLP's innovative approach is not only enriching communities but also providing impressive returns for investors. Rich shares insights on the thriving RV park market and reveals the financial strategies fueling DLP's strong performance despite market fluctuations.
Don't miss out as we explore smaller deals with big impact and learn about the future of real estate investing in 2024.
  



About Rich Delgado
 

  • Rich Delgado is a seasoned financial expert with over 30 years of experience in structured finance, capital markets, and mortgage industries. His impressive career trajectory has led him to the role of Managing Director of Structured Finance & Capital Partners at DLP Capital, which he joined in April 2019. Before his engagement with DLP Capital, Rich Delgaldo honed his skills in high-stakes environments, serving as Senior Vice President of Portfolio Investments at Nationstar Mortgage, where he masterfully grew their Mortgage Servicing Rights portfolio to an astounding $600 billion. His financial acumen also saw him manage $7 billion of Financing Facilities across 14 lenders during his tenure as Senior Vice President and Treasurer at Ocwen Financial Corp. Delgaldo's foundation in finance was laid during the early days of his career at the prestigious New York office of Deloitte & Touche, setting the stage for a remarkable journey through the finance industry.
     

  



Here are some power takeaways from today’s conversation:

01:42 His real estate journey

04:15 Who is DLP Capital? 

05:56 Impact fund

07:35 Affordable & workforce housing

10:12 Starting from the ground up

12:09 Environmental stewardship

13:24 What he does for the DLP Community

14:47 Equity vs. debt investing

17:49 Mez debt vs. regular debt

21:13 Adjusting for the futures

25:49 2023 deal performance

28:06 Outdoor hospitality

34:50 Outlook for 2024

34:54 Podcast recommendations

36:05 Contact Rich


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: https://www.linkedin.com/company/dlpcapital/mycompany/

YouTube: https://www.youtube.com/c/DLPCapital

Facebook: https://www.facebook.com/DLPCapital/


Podcast Recommendations:

Impact with Don: https://impactwithdon.com/

The Walker Webcast - https://www.walkerdunlop.com/webcasts/

Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Rust Belt Capital: https://rustbeltcapital.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books//

]]> 2613 no 155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k) https://share.transistor.fm/s/41f12bbd Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative.   About Dave Wolcott   Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.     Here are some power takeaways from today’s conversation: 02:23 His real estate journey 06:23 Achieving money, purpose, time, and relationship 09:28 Relationship freedom 11:43 The holistic wealth strategy 14:05 Asset repositioning 16:57 What do I do now 21:12 Phase 2 of his wealth strategy 23:44 Phase 3 of the wealth strategy 26:39 Liquidity 29:00 Velocity 33:05 Building a massive passive income 37:00 Merchant cash advances 39:38 Podcast recommendations 40:32 Contact Dave 40:43 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Contact the guest: LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/  Instagram: www.instagram.com/pantheoninvest  Facebook: https://www.facebook.com/PantheonInvest  Podcast Recommendations: Ben Greenfield Fitness: https://bengreenfieldlife.com/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Sun, 11 Feb 2024 08:00:00 -0000 155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k) full 155 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.<br>This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.<br>Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Dave Wolcott <br> </strong></p><ul><li>Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.<p>A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship.</p><p>Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.<br><strong> </strong></p></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:23 His real estate journey</p><p>06:23 Achieving money, purpose, time, and relationship</p><p>09:28 Relationship freedom</p><p>11:43 The holistic wealth strategy</p><p>14:05 Asset repositioning</p><p>16:57 What do I do now</p><p>21:12 Phase 2 of his wealth strategy</p><p>23:44 Phase 3 of the wealth strategy</p><p>26:39 Liquidity</p><p>29:00 Velocity</p><p>33:05 Building a massive passive income</p><p>37:00 Merchant cash advances</p><p>39:38 Podcast recommendations</p><p>40:32 Contact Dave</p><p>40:43 Thank you for watching</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Contact the guest:<br></strong><br></p><p>LinkedIn: <a href="https://www.linkedin.com/in/dave-wolcott-863306/">https://www.linkedin.com/in/dave-wolcott-863306/</a> </p><p>Instagram: <a href="http://www.instagram.com/pantheoninvest">www.instagram.com/pantheoninvest</a> </p><p>Facebook: <a href="https://www.facebook.com/PantheonInvest">https://www.facebook.com/PantheonInvest</a> </p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Ben Greenfield Fitness: https://bengreenfieldlife.com/</p><p>The Walker Webcast - https://www.walkerdunlop.com/webcasts/</p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/</p><p>Tribevest - https://www.tribevest.com/</p><p>Rise48 - https://rise48.com/</p><p>Vyzer - https://vyzer.co/</p> Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative.   About Dave Wolcott   Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.     Here are some power takeaways from today’s conversation: 02:23 His real estate journey 06:23 Achieving money, purpose, time, and relationship 09:28 Relationship freedom 11:43 The holistic wealth strategy 14:05 Asset repositioning 16:57 What do I do now 21:12 Phase 2 of his wealth strategy 23:44 Phase 3 of the wealth strategy 26:39 Liquidity 29:00 Velocity 33:05 Building a massive passive income 37:00 Merchant cash advances 39:38 Podcast recommendations 40:32 Contact Dave 40:43 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Contact the guest: LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/  Instagram: www.instagram.com/pantheoninvest  Facebook: https://www.facebook.com/PantheonInvest  Podcast Recommendations: Ben Greenfield Fitness: https://bengreenfieldlife.com/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.
This eye-opening episode takes you beyond the usual 401(k) as Dave reveals his journey from the Marine Corps to mastering real estate investing. Get ready to rethink financial freedom as you learn about the importance of mindset, relationships, and repositioning assets for maximum growth.
Whether you're keen to diversify your investments or interested in the mechanics of infinite banking, tune in and transform your financial narrative.
  



About Dave Wolcott 
 

  • Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent were building their wealth.

    A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time and relationship.

    Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life and is also the host of the top rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.
     

  



Here are some power takeaways from today’s conversation:

02:23 His real estate journey

06:23 Achieving money, purpose, time, and relationship

09:28 Relationship freedom

11:43 The holistic wealth strategy

14:05 Asset repositioning

16:57 What do I do now

21:12 Phase 2 of his wealth strategy

23:44 Phase 3 of the wealth strategy

26:39 Liquidity

29:00 Velocity

33:05 Building a massive passive income

37:00 Merchant cash advances

39:38 Podcast recommendations

40:32 Contact Dave

40:43 Thank you for watching


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Contact the guest:

LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306/ 

Instagram: www.instagram.com/pantheoninvest 

Facebook: https://www.facebook.com/PantheonInvest 


Podcast Recommendations:

Ben Greenfield Fitness: https://bengreenfieldlife.com/

The Walker Webcast - https://www.walkerdunlop.com/webcasts/

Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Vyzer - https://vyzer.co/

]]> 2819 no Spotlight Episode: Best Ever Conference Countdown: Passive Investing with Left Field Investors LIVE Agenda Overview https://share.transistor.fm/s/7e82cb30 Uncover the insider secrets of passive investing with Chad Ackerman and Jim Pfeifer in a special Wednesday spotlight episode of Passive Investing from Left Field. Join us as they discuss their upcoming event at the Best Ever Conference and reveal the lineup of expert speakers covering topics such as portfolio construction, tax impacts, investing in uncertain times, and more. Get ready for a full day of invaluable education tailored for LP investors. Don't miss out on this exclusive opportunity to level up your investment game. Tune in to this episode for a front-row seat to the ultimate LP-focused event at the Best Ever Conference.        Here are some power takeaways from today’s conversation: 02:00 Best Ever Conference agenda 03:15 The morning agenda  05:32 Topic: investing in uncertain times  07:18 Panel of LP experts 08:16 Keynote address 09:07 Topic: how to vet a sponsor 11:16 Topic: understanding the deal structure  13:41 LFI Leaders will share stories 15:00 Closing comments   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Rise48 - https://rise48.com/ Rust Belt Capital https://rustbeltcapital.com/ Wed, 07 Feb 2024 08:00:00 -0000 Spotlight Episode: Best Ever Conference Countdown: Passive Investing with Left Field Investors LIVE Agenda Overview full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Uncover the insider secrets of passive investing with Chad Ackerman and Jim Pfeifer in a special Wednesday spotlight episode of Passive Investing from Left Field. <br>Join us as they discuss their upcoming event at the Best Ever Conference and reveal the lineup of expert speakers covering topics such as portfolio construction, tax impacts, investing in uncertain times, and more. Get ready for a full day of invaluable education tailored for LP investors. <br>Don't miss out on this exclusive opportunity to level up your investment game. Tune in to this episode for a front-row seat to the ultimate LP-focused event at the Best Ever Conference.<br><strong> </strong> </p><p><strong> </strong></p><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:00 Best Ever Conference agenda</p><p>03:15 The morning agenda </p><p>05:32 Topic: investing in uncertain times </p><p>07:18 Panel of LP experts</p><p>08:16 Keynote address</p><p>09:07 Topic: how to vet a sponsor</p><p>11:16 Topic: understanding the deal structure </p><p>13:41 LFI Leaders will share stories</p><p>15:00 Closing comments</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:</strong></p><p><br></p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/</p><p>Rise48 - https://rise48.com/</p><p>Rust Belt Capital <br>https://rustbeltcapital.com/</p> Uncover the insider secrets of passive investing with Chad Ackerman and Jim Pfeifer in a special Wednesday spotlight episode of Passive Investing from Left Field. Join us as they discuss their upcoming event at the Best Ever Conference and reveal the lineup of expert speakers covering topics such as portfolio construction, tax impacts, investing in uncertain times, and more. Get ready for a full day of invaluable education tailored for LP investors. Don't miss out on this exclusive opportunity to level up your investment game. Tune in to this episode for a front-row seat to the ultimate LP-focused event at the Best Ever Conference.        Here are some power takeaways from today’s conversation: 02:00 Best Ever Conference agenda 03:15 The morning agenda  05:32 Topic: investing in uncertain times  07:18 Panel of LP experts 08:16 Keynote address 09:07 Topic: how to vet a sponsor 11:16 Topic: understanding the deal structure  13:41 LFI Leaders will share stories 15:00 Closing comments   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Rise48 - https://rise48.com/ Rust Belt Capital https://rustbeltcapital.com/ Uncover the insider secrets of passive investing with Chad Ackerman and Jim Pfeifer in a special Wednesday spotlight episode of Passive Investing from Left Field.
Join us as they discuss their upcoming event at the Best Ever Conference and reveal the lineup of expert speakers covering topics such as portfolio construction, tax impacts, investing in uncertain times, and more. Get ready for a full day of invaluable education tailored for LP investors.
Don't miss out on this exclusive opportunity to level up your investment game. Tune in to this episode for a front-row seat to the ultimate LP-focused event at the Best Ever Conference.
  

 

  



Here are some power takeaways from today’s conversation:

02:00 Best Ever Conference agenda

03:15 The morning agenda 

05:32 Topic: investing in uncertain times 

07:18 Panel of LP experts

08:16 Keynote address

09:07 Topic: how to vet a sponsor

11:16 Topic: understanding the deal structure 

13:41 LFI Leaders will share stories

15:00 Closing comments


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:


Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Rise48 - https://rise48.com/

Rust Belt Capital 
https://rustbeltcapital.com/

]]> 1236 no 154: From High Salary to Higher Stakes - Agostino Pintus Talks Real Estate Entrepreneurship https://share.transistor.fm/s/622656ea Join us on the latest episode of Passive Investing from Left Field, with special guest Agostino Pintus. 'From Corporate to Cash Flow.' Learn how Agostino left his lucrative tech career to master the real estate market, from vetting deals and partners to innovative strategies like adaptive reuse. Gain insights on future market trends and what it takes to safeguard your investments. Tune in for an insightful conversation that's both enlightening and entertaining.   About Agostino Pintus  Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a dynamic speaker who has spoken at a wide range of events throughout the United States and Canada. His talk topics vary from business strategy to real estate to leadership development, and he is always a great resource for aspiring commercial real estate professionals. Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps, and media engagements around the globe. He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers, and capital raisers, all of which can be found on Apple Music, YouTube, and Facebook. Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.     Here are some power takeaways from today’s conversation: 01:51 His journey to real estate investing 06:43 Transitioning to become an operator 12:08 How to vet the partners you work with 15:42 How does an LP vet an operator with multiple partners 19:51 How do you come together on the operating agreement? 23:25 The importance of a capital call 31:22 Adaptive reuse 34:21 How do you evaluate adaptive reuse as an LP 39:49 What is his outlook for 2024 43:39 Podcast recommendation   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/agostinopintus/ Tiktok: https://www.tiktok.com/@bulletproofcashflow Instagram: https://www.instagram.com/bulletproofcashflow/ Facebook:   http://fb.com/bulletproofcashflow  YouTube: http://youtube.com/c/bulletproofcashflow  Podcast Recommendations:Bulletproof cashflow: https://bulletproofcashflow.com/ Alex Hormozi: https://www.youtube.com/@AlexHormozi Tom Bilyeu: https://www.youtube.com/channel/UCnYMOamNKLGVlJgRUbamveA Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/ Sun, 04 Feb 2024 08:00:00 -0000 154: From High Salary to Higher Stakes - Agostino Pintus Talks Real Estate Entrepreneurship full 154 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, with special guest Agostino Pintus. 'From Corporate to Cash Flow.' Learn how Agostino left his lucrative tech career to master the real estate market, from vetting deals and partners to innovative strategies like adaptive reuse. Gain insights on future market trends and what it takes to safeguard your investments. Tune in for an insightful conversation that's both enlightening and entertaining.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Agostino Pintus<br> </strong></p><ul><li>Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a dynamic speaker who has spoken at a wide range of events throughout the United States and Canada. His talk topics vary from business strategy to real estate to leadership development, and he is always a great resource for aspiring commercial real estate professionals. Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps, and media engagements around the globe. He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers, and capital raisers, all of which can be found on Apple Music, YouTube, and Facebook. Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:51 His journey to real estate investing</p><p>06:43 Transitioning to become an operator</p><p>12:08 How to vet the partners you work with</p><p>15:42 How does an LP vet an operator with multiple partners</p><p>19:51 How do you come together on the operating agreement?</p><p>23:25 The importance of a capital call</p><p>31:22 Adaptive reuse</p><p>34:21 How do you evaluate adaptive reuse as an LP</p><p>39:49 What is his outlook for 2024</p><p>43:39 Podcast recommendation</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn: https://www.linkedin.com/in/agostinopintus/ </p><p>Tiktok: <a href="https://www.tiktok.com/@bulletproofcashflow">https://www.tiktok.com/@bulletproofcashflow</a> <a href="https://midloch.com/"><br></a><br></p><p>Instagram: <a href="https://www.instagram.com/bulletproofcashflow/">https://www.instagram.com/bulletproofcashflow/</a> </p><p>Facebook:   <a href="http://fb.com/bulletproofcashflow">http://fb.com/bulletproofcashflow</a> </p><p>YouTube: <a href="http://youtube.com/c/bulletproofcashflow">http://youtube.com/c/bulletproofcashflow</a> </p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br>Bulletproof cashflow:</p><p>https://bulletproofcashflow.com/</p><p>Alex Hormozi:</p><p>https://www.youtube.com/@AlexHormozi</p><p>Tom Bilyeu:</p><p>https://www.youtube.com/channel/UCnYMOamNKLGVlJgRUbamveA <a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p>Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/</p><p>Tribevest - https://www.tribevest.com/</p><p>Rise48 - https://rise48.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/</p> Join us on the latest episode of Passive Investing from Left Field, with special guest Agostino Pintus. 'From Corporate to Cash Flow.' Learn how Agostino left his lucrative tech career to master the real estate market, from vetting deals and partners to innovative strategies like adaptive reuse. Gain insights on future market trends and what it takes to safeguard your investments. Tune in for an insightful conversation that's both enlightening and entertaining.   About Agostino Pintus  Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a dynamic speaker who has spoken at a wide range of events throughout the United States and Canada. His talk topics vary from business strategy to real estate to leadership development, and he is always a great resource for aspiring commercial real estate professionals. Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps, and media engagements around the globe. He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers, and capital raisers, all of which can be found on Apple Music, YouTube, and Facebook. Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.     Here are some power takeaways from today’s conversation: 01:51 His journey to real estate investing 06:43 Transitioning to become an operator 12:08 How to vet the partners you work with 15:42 How does an LP vet an operator with multiple partners 19:51 How do you come together on the operating agreement? 23:25 The importance of a capital call 31:22 Adaptive reuse 34:21 How do you evaluate adaptive reuse as an LP 39:49 What is his outlook for 2024 43:39 Podcast recommendation   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: https://www.linkedin.com/in/agostinopintus/ Tiktok: https://www.tiktok.com/@bulletproofcashflow Instagram: https://www.instagram.com/bulletproofcashflow/ Facebook:   http://fb.com/bulletproofcashflow  YouTube: http://youtube.com/c/bulletproofcashflow  Podcast Recommendations:Bulletproof cashflow: https://bulletproofcashflow.com/ Alex Hormozi: https://www.youtube.com/@AlexHormozi Tom Bilyeu: https://www.youtube.com/channel/UCnYMOamNKLGVlJgRUbamveA Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/ Join us on the latest episode of Passive Investing from Left Field, with special guest Agostino Pintus. 'From Corporate to Cash Flow.' Learn how Agostino left his lucrative tech career to master the real estate market, from vetting deals and partners to innovative strategies like adaptive reuse. Gain insights on future market trends and what it takes to safeguard your investments. Tune in for an insightful conversation that's both enlightening and entertaining.
  



About Agostino Pintus
 

  • Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a dynamic speaker who has spoken at a wide range of events throughout the United States and Canada. His talk topics vary from business strategy to real estate to leadership development, and he is always a great resource for aspiring commercial real estate professionals. Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps, and media engagements around the globe. He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers, and capital raisers, all of which can be found on Apple Music, YouTube, and Facebook. Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.
     

  



Here are some power takeaways from today’s conversation:

01:51 His journey to real estate investing

06:43 Transitioning to become an operator

12:08 How to vet the partners you work with

15:42 How does an LP vet an operator with multiple partners

19:51 How do you come together on the operating agreement?

23:25 The importance of a capital call

31:22 Adaptive reuse

34:21 How do you evaluate adaptive reuse as an LP

39:49 What is his outlook for 2024

43:39 Podcast recommendation


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: https://www.linkedin.com/in/agostinopintus/

Tiktok: https://www.tiktok.com/@bulletproofcashflow

Instagram: https://www.instagram.com/bulletproofcashflow/

Facebook:   http://fb.com/bulletproofcashflow 

YouTube: http://youtube.com/c/bulletproofcashflow 


Podcast Recommendations:

Bulletproof cashflow:

https://bulletproofcashflow.com/

Alex Hormozi:

https://www.youtube.com/@AlexHormozi

Tom Bilyeu:

https://www.youtube.com/channel/UCnYMOamNKLGVlJgRUbamveA

Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/

]]> 3268 no 153: Inside Industrial Real Estate: Joel Friedland’s No-Debt Investing Wisdom https://share.transistor.fm/s/3bf816e4 Join us on the latest episode of Passive Investing from Left Field, featuring industrial real estate syndicator Joel Friedland. With over 40 years of experience, Joel shares his insights on the significance of due diligence and how understanding tenants and real estate taxes is crucial to the success of real estate deals. Discover why their company opts for all-cash deals with no debt and learn about the priorities set for tenant selection to ensure stability and security. Gain knowledge on how important neighboring businesses can impact your property's value as Joel walks us through the responsibilities of landlords for building maintenance and insurance. Dive into this informative session that sheds light on the appeal of industrial real estate for pension funds and the unique investment approach adopted by Joel Friedland. Don't miss out on this enlightening conversation that will change the way you think about industrial investing.   About Joel Friedland  Joel Friedland is an industrial real estate syndicator with over 40 years of experience and nearly 100 acquisitions in the Chicagoland area totaling ~3 million sq ft. He has north of 200 investors and has a unique philosophy when it comes to debt ratios and preservation of capital. Day to day, he manages his portfolio of 16 industrial buildings in Chicago and is actively seeking new deals and partners to join our group.     Here are some power takeaways from today’s conversation: 01:47 His real estate journey 06:25 Transitioning from being a broker 11:02 Did he branch out and come back to Chicago? 13:31 How he deals with concentration of risk as a company? 16:53 What he is responsible for vs what his tenant is responsible for. 18:26 Pros and cons of doing deals with no debt 23:53 Tenant selection 27:40 The biggest risks when investing in industrial real estate 33:33 How does an LP vet his company? 38:05 Metrics that LP investors can focus on when evaluating one of his deals 39:56 His exit plan 45:00 How does you come to an agreement on price 47:04 Podcast recommendation 47:51 Contact 48:30 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcast Recommendations: Thoughtful Money https://www.youtube.com/@adam.taggart Advertising Partners: Rise48 https://rise48.com/ Rust Belt Capital https://rustbeltcapital.com/ Left Field Investors - BEC https://www.leftfieldinvestors.com/bec/ Spartan Investment Group https://spartan-investors.com/ Left Field Investors - BEC https://www.leftfieldinvestors.com/bec/ Sun, 28 Jan 2024 08:00:00 -0000 153: Inside Industrial Real Estate: Joel Friedland’s No-Debt Investing Wisdom full 153 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, featuring industrial real estate syndicator Joel Friedland.</p><p>With over 40 years of experience, Joel shares his insights on the significance of due diligence and how understanding tenants and real estate taxes is crucial to the success of real estate deals.</p><p>Discover why their company opts for all-cash deals with no debt and learn about the priorities set for tenant selection to ensure stability and security. Gain knowledge on how important neighboring businesses can impact your property's value as Joel walks us through the responsibilities of landlords for building maintenance and insurance.</p><p>Dive into this informative session that sheds light on the appeal of industrial real estate for pension funds and the unique investment approach adopted by Joel Friedland. Don't miss out on this enlightening conversation that will change the way you think about industrial investing.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Joel Friedland<br> </strong></p><ul><li>Joel Friedland is an industrial real estate syndicator with over 40 years of experience and nearly 100 acquisitions in the Chicagoland area totaling ~3 million sq ft. He has north of 200 investors and has a unique philosophy when it comes to debt ratios and preservation of capital. Day to day, he manages his portfolio of 16 industrial buildings in Chicago and is actively seeking new deals and partners to join our group.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>01:47 His real estate journey</p><p>06:25 Transitioning from being a broker</p><p>11:02 Did he branch out and come back to Chicago?</p><p>13:31 How he deals with concentration of risk as a company?</p><p>16:53 What he is responsible for vs what his tenant is responsible for.</p><p>18:26 Pros and cons of doing deals with no debt</p><p>23:53 Tenant selection</p><p>27:40 The biggest risks when investing in industrial real estate</p><p>33:33 How does an LP vet his company?</p><p>38:05 Metrics that LP investors can focus on when evaluating one of his deals</p><p>39:56 His exit plan</p><p>45:00 How does you come to an agreement on price</p><p>47:04 Podcast recommendation</p><p>47:51 Contact</p><p>48:30 Thank you for watching</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Thoughtful Money https://www.youtube.com/@adam.taggart <br><a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p>Rise48</p><p>https://rise48.com/</p><p>Rust Belt Capital</p><p>https://rustbeltcapital.com/</p><p>Left Field Investors - BEC</p><p>https://www.leftfieldinvestors.com/bec/</p><p>Spartan Investment Group</p><p>https://spartan-investors.com/</p><p>Left Field Investors - BEC</p><p>https://www.leftfieldinvestors.com/bec/</p> Join us on the latest episode of Passive Investing from Left Field, featuring industrial real estate syndicator Joel Friedland. With over 40 years of experience, Joel shares his insights on the significance of due diligence and how understanding tenants and real estate taxes is crucial to the success of real estate deals. Discover why their company opts for all-cash deals with no debt and learn about the priorities set for tenant selection to ensure stability and security. Gain knowledge on how important neighboring businesses can impact your property's value as Joel walks us through the responsibilities of landlords for building maintenance and insurance. Dive into this informative session that sheds light on the appeal of industrial real estate for pension funds and the unique investment approach adopted by Joel Friedland. Don't miss out on this enlightening conversation that will change the way you think about industrial investing.   About Joel Friedland  Joel Friedland is an industrial real estate syndicator with over 40 years of experience and nearly 100 acquisitions in the Chicagoland area totaling ~3 million sq ft. He has north of 200 investors and has a unique philosophy when it comes to debt ratios and preservation of capital. Day to day, he manages his portfolio of 16 industrial buildings in Chicago and is actively seeking new deals and partners to join our group.     Here are some power takeaways from today’s conversation: 01:47 His real estate journey 06:25 Transitioning from being a broker 11:02 Did he branch out and come back to Chicago? 13:31 How he deals with concentration of risk as a company? 16:53 What he is responsible for vs what his tenant is responsible for. 18:26 Pros and cons of doing deals with no debt 23:53 Tenant selection 27:40 The biggest risks when investing in industrial real estate 33:33 How does an LP vet his company? 38:05 Metrics that LP investors can focus on when evaluating one of his deals 39:56 His exit plan 45:00 How does you come to an agreement on price 47:04 Podcast recommendation 47:51 Contact 48:30 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Podcast Recommendations: Thoughtful Money https://www.youtube.com/@adam.taggart Advertising Partners: Rise48 https://rise48.com/ Rust Belt Capital https://rustbeltcapital.com/ Left Field Investors - BEC https://www.leftfieldinvestors.com/bec/ Spartan Investment Group https://spartan-investors.com/ Left Field Investors - BEC https://www.leftfieldinvestors.com/bec/ Join us on the latest episode of Passive Investing from Left Field, featuring industrial real estate syndicator Joel Friedland.

With over 40 years of experience, Joel shares his insights on the significance of due diligence and how understanding tenants and real estate taxes is crucial to the success of real estate deals.

Discover why their company opts for all-cash deals with no debt and learn about the priorities set for tenant selection to ensure stability and security. Gain knowledge on how important neighboring businesses can impact your property's value as Joel walks us through the responsibilities of landlords for building maintenance and insurance.

Dive into this informative session that sheds light on the appeal of industrial real estate for pension funds and the unique investment approach adopted by Joel Friedland. Don't miss out on this enlightening conversation that will change the way you think about industrial investing.
  



About Joel Friedland
 

  • Joel Friedland is an industrial real estate syndicator with over 40 years of experience and nearly 100 acquisitions in the Chicagoland area totaling ~3 million sq ft. He has north of 200 investors and has a unique philosophy when it comes to debt ratios and preservation of capital. Day to day, he manages his portfolio of 16 industrial buildings in Chicago and is actively seeking new deals and partners to join our group.
     

  



Here are some power takeaways from today’s conversation:

01:47 His real estate journey

06:25 Transitioning from being a broker

11:02 Did he branch out and come back to Chicago?

13:31 How he deals with concentration of risk as a company?

16:53 What he is responsible for vs what his tenant is responsible for.

18:26 Pros and cons of doing deals with no debt

23:53 Tenant selection

27:40 The biggest risks when investing in industrial real estate

33:33 How does an LP vet his company?

38:05 Metrics that LP investors can focus on when evaluating one of his deals

39:56 His exit plan

45:00 How does you come to an agreement on price

47:04 Podcast recommendation

47:51 Contact

48:30 Thank you for watching


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:


Podcast Recommendations:

Thoughtful Money https://www.youtube.com/@adam.taggart


Advertising Partners:

Rise48

https://rise48.com/

Rust Belt Capital

https://rustbeltcapital.com/

Left Field Investors - BEC

https://www.leftfieldinvestors.com/bec/

Spartan Investment Group

https://spartan-investors.com/

Left Field Investors - BEC

https://www.leftfieldinvestors.com/bec/

]]> 3265 no Spotlight: Exploring Economic Conditions: A Dialogue with J Scott on Current Trends https://share.transistor.fm/s/2dae9b91 Tune in to this special spotlight episode of Left Field Investors as we shine a light on current economic conditions with J Scott, co-owner of Bar Down Investments. In this spotlight episode, J Scott shares his expertise on the current economic outlook and how it impacts limited partner investors. He also offers valuable insights into upcoming trends that could influence the economy and investments. Join us and gain exclusive knowledge to enhance your passive investing strategy. Don't miss out on this thought-provoking conversation!    About J. Scott   J. Scott is a keen observer of economic trends, adept at analyzing data to discern patterns at the macro level. His approach to the economy is twofold: he not only relies on hard numbers and government-released data to gauge the state of affairs but also places significant emphasis on the sentiments and experiences of individuals. Scott recognizes the discrepancies that can arise between empirical data and public perception. He is currently focused on navigating a situation where such a divergence is particularly striking, highlighting his ability to synthesize different sources of information to understand complex economic realities.     Here are some power takeaways from today’s conversation: 3:05 Economic Outlook 8:59 Sentiment vs data 15:29 Where can you put your cash today for the future? 17:12 Pay attention to this in the economy 22:55 AI and the economy 23:27 Thank you     This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Website: www.JScott.com Instagram: https://www.instagram.com/jscottinvestor/ Facebook: https://www.facebook.com/jscottinvestor LinkedIn: https://www.linkedin.com/in/jscottinvestor/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Wed, 24 Jan 2024 08:00:00 -0000 Spotlight: Exploring Economic Conditions: A Dialogue with J Scott on Current Trends full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Tune in to this special spotlight episode of Left Field Investors as we shine a light on current economic conditions with J Scott, co-owner of Bar Down Investments. <br>In this spotlight episode, J Scott shares his expertise on the current economic outlook and how it impacts limited partner investors. He also offers valuable insights into upcoming trends that could influence the economy and investments. <br>Join us and gain exclusive knowledge to enhance your passive investing strategy. Don't miss out on this thought-provoking conversation! <br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About J. Scott <br> </strong></p><ul><li>J. Scott is a keen observer of economic trends, adept at analyzing data to discern patterns at the macro level. His approach to the economy is twofold: he not only relies on hard numbers and government-released data to gauge the state of affairs but also places significant emphasis on the sentiments and experiences of individuals. Scott recognizes the discrepancies that can arise between empirical data and public perception. He is currently focused on navigating a situation where such a divergence is particularly striking, highlighting his ability to synthesize different sources of information to understand complex economic realities.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>3:05 Economic Outlook</p><p>8:59 Sentiment vs data</p><p>15:29 Where can you put your cash today for the future?</p><p>17:12 Pay attention to this in the economy</p><p>22:55 AI and the economy</p><p>23:27 Thank you</p><p> </p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Website: www.JScott.com</p><p>Instagram: https://www.instagram.com/jscottinvestor/</p><p>Facebook: https://www.facebook.com/jscottinvestor</p><p>LinkedIn: https://www.linkedin.com/in/jscottinvestor/</p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh -  https://www.leftfieldinvestors.com/books/</p><p><br></p><p><a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a> - https://www.leftfieldinvestors.com/bec/</p><p><a href="https://www.tribevest.com/">Tribevest</a> - https://www.tribevest.com/</p><p><a href="https://rise48.com/">Rise48</a> - https://rise48.com/</p><p><a href="https://vyzer.co/">Vyzer</a> - https://vyzer.co/</p> Tune in to this special spotlight episode of Left Field Investors as we shine a light on current economic conditions with J Scott, co-owner of Bar Down Investments. In this spotlight episode, J Scott shares his expertise on the current economic outlook and how it impacts limited partner investors. He also offers valuable insights into upcoming trends that could influence the economy and investments. Join us and gain exclusive knowledge to enhance your passive investing strategy. Don't miss out on this thought-provoking conversation!    About J. Scott   J. Scott is a keen observer of economic trends, adept at analyzing data to discern patterns at the macro level. His approach to the economy is twofold: he not only relies on hard numbers and government-released data to gauge the state of affairs but also places significant emphasis on the sentiments and experiences of individuals. Scott recognizes the discrepancies that can arise between empirical data and public perception. He is currently focused on navigating a situation where such a divergence is particularly striking, highlighting his ability to synthesize different sources of information to understand complex economic realities.     Here are some power takeaways from today’s conversation: 3:05 Economic Outlook 8:59 Sentiment vs data 15:29 Where can you put your cash today for the future? 17:12 Pay attention to this in the economy 22:55 AI and the economy 23:27 Thank you     This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Website: www.JScott.com Instagram: https://www.instagram.com/jscottinvestor/ Facebook: https://www.facebook.com/jscottinvestor LinkedIn: https://www.linkedin.com/in/jscottinvestor/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Tune in to this special spotlight episode of Left Field Investors as we shine a light on current economic conditions with J Scott, co-owner of Bar Down Investments.
In this spotlight episode, J Scott shares his expertise on the current economic outlook and how it impacts limited partner investors. He also offers valuable insights into upcoming trends that could influence the economy and investments.
Join us and gain exclusive knowledge to enhance your passive investing strategy. Don't miss out on this thought-provoking conversation!
  



About J. Scott 
 

  • J. Scott is a keen observer of economic trends, adept at analyzing data to discern patterns at the macro level. His approach to the economy is twofold: he not only relies on hard numbers and government-released data to gauge the state of affairs but also places significant emphasis on the sentiments and experiences of individuals. Scott recognizes the discrepancies that can arise between empirical data and public perception. He is currently focused on navigating a situation where such a divergence is particularly striking, highlighting his ability to synthesize different sources of information to understand complex economic realities.
     

  



Here are some power takeaways from today’s conversation:

3:05 Economic Outlook

8:59 Sentiment vs data

15:29 Where can you put your cash today for the future?

17:12 Pay attention to this in the economy

22:55 AI and the economy

23:27 Thank you

 

 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Website: www.JScott.com

Instagram: https://www.instagram.com/jscottinvestor/

Facebook: https://www.facebook.com/jscottinvestor

LinkedIn: https://www.linkedin.com/in/jscottinvestor/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/




Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Vyzer - https://vyzer.co/

]]> 1603 no 152: Mastering Private Equity in Healthcare and Auto Industries with Chihiro Kurokawa https://share.transistor.fm/s/1683d42a Join us for an engaging episode of Passive Investing from Left Field! In this episode, host Chad Ackerman engages in a compelling conversation with Chihiro Kurokawa, Director in the private equity practice at ZT Corporate. Kurokawa shares his journey from being a solo multifamily syndicator to a key figure in a boutique private equity firm. Gain exclusive insights into the resilience of service revenues during economic downturns, the significance of diversification across asset classes, and effective strategies in the competitive realm of private equity. Delve into Chihiro's wealth of experience as he discusses the importance of thorough due diligence, community involvement in vetting deals, and the power of teamwork in business. For passive investors seeking illuminating discussions on making informed investment decisions and navigating the intricacies of blending different asset types, this episode is a must-watch.   About Chihiro Kurokawa  Chihiro is a Director in the private equity practice at ZT Corporate, a boutique private equity firm with investment opportunities for accredited investors. The firm was founded in 1997 and has since cycled over 15 portfolio transactions representing 50+ assets. Currently the firm has an enterprise value of over $1.2 billion with holdings in medical/healthcare, branded auto dealerships and commercial real estate.     Here are some power takeaways from today’s conversation: 02:21 His real estate investment journey 08:06 Diverse business 12:35 Deal offering structure 16:30 Is this a great time to get into commercial real estate? 20:42 Comparing the metrics 23:02 What market he focuses on 24:25 Mitigating risk 28:26 Lessons learned in investing 30:50 Contact Chihiro 31:21 Podcast recommendations 32:28 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn https://www.linkedin.com/in/cgkurokawa/ Instagram https://www.instagram.com/cgkurokawa/ Facebook https://www.facebook.com/chihiro.g.kurokawa/ Podcast Recommendations: Acquired https://www.acquired.fm/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/ Vyzer - https://vyzer.co/ Sun, 21 Jan 2024 08:00:00 -0000 152: Mastering Private Equity in Healthcare and Auto Industries with Chihiro Kurokawa full 152 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us for an engaging episode of Passive Investing from Left Field! In this episode, host Chad Ackerman engages in a compelling conversation with Chihiro Kurokawa, Director in the private equity practice at ZT Corporate. Kurokawa shares his journey from being a solo multifamily syndicator to a key figure in a boutique private equity firm.</p><p>Gain exclusive insights into the resilience of service revenues during economic downturns, the significance of diversification across asset classes, and effective strategies in the competitive realm of private equity. Delve into Chihiro's wealth of experience as he discusses the importance of thorough due diligence, community involvement in vetting deals, and the power of teamwork in business.</p><p>For passive investors seeking illuminating discussions on making informed investment decisions and navigating the intricacies of blending different asset types, this episode is a must-watch.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Chihiro Kurokawa<br> </strong></p><ul><li>Chihiro is a Director in the private equity practice at ZT Corporate, a boutique private equity firm with investment opportunities for accredited investors. The firm was founded in 1997 and has since cycled over 15 portfolio transactions representing 50+ assets. Currently the firm has an enterprise value of over $1.2 billion with holdings in medical/healthcare, branded auto dealerships and commercial real estate.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>02:21 His real estate investment journey</p><p>08:06 Diverse business</p><p>12:35 Deal offering structure</p><p>16:30 Is this a great time to get into commercial real estate?</p><p>20:42 Comparing the metrics</p><p>23:02 What market he focuses on</p><p>24:25 Mitigating risk</p><p>28:26 Lessons learned in investing</p><p>30:50 Contact Chihiro</p><p>31:21 Podcast recommendations</p><p>32:28 Thank you for watching</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>LinkedIn</p><p>https://www.linkedin.com/in/cgkurokawa/</p><p>Instagram</p><p>https://www.instagram.com/cgkurokawa/</p><p>Facebook</p><p>https://www.facebook.com/chihiro.g.kurokawa/</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Acquired https://www.acquired.fm/</p><p><a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a> - https://www.leftfieldinvestors.com/bec/</p><p><a href="https://www.tribevest.com/">Tribevest</a> - https://www.tribevest.com/</p><p><a href="https://rise48.com/">Rise48</a> - https://rise48.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/</p><p><a href="https://vyzer.co/">Vyzer</a> - https://vyzer.co/</p> Join us for an engaging episode of Passive Investing from Left Field! In this episode, host Chad Ackerman engages in a compelling conversation with Chihiro Kurokawa, Director in the private equity practice at ZT Corporate. Kurokawa shares his journey from being a solo multifamily syndicator to a key figure in a boutique private equity firm. Gain exclusive insights into the resilience of service revenues during economic downturns, the significance of diversification across asset classes, and effective strategies in the competitive realm of private equity. Delve into Chihiro's wealth of experience as he discusses the importance of thorough due diligence, community involvement in vetting deals, and the power of teamwork in business. For passive investors seeking illuminating discussions on making informed investment decisions and navigating the intricacies of blending different asset types, this episode is a must-watch.   About Chihiro Kurokawa  Chihiro is a Director in the private equity practice at ZT Corporate, a boutique private equity firm with investment opportunities for accredited investors. The firm was founded in 1997 and has since cycled over 15 portfolio transactions representing 50+ assets. Currently the firm has an enterprise value of over $1.2 billion with holdings in medical/healthcare, branded auto dealerships and commercial real estate.     Here are some power takeaways from today’s conversation: 02:21 His real estate investment journey 08:06 Diverse business 12:35 Deal offering structure 16:30 Is this a great time to get into commercial real estate? 20:42 Comparing the metrics 23:02 What market he focuses on 24:25 Mitigating risk 28:26 Lessons learned in investing 30:50 Contact Chihiro 31:21 Podcast recommendations 32:28 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn https://www.linkedin.com/in/cgkurokawa/ Instagram https://www.instagram.com/cgkurokawa/ Facebook https://www.facebook.com/chihiro.g.kurokawa/ Podcast Recommendations: Acquired https://www.acquired.fm/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/ Vyzer - https://vyzer.co/ Join us for an engaging episode of Passive Investing from Left Field! In this episode, host Chad Ackerman engages in a compelling conversation with Chihiro Kurokawa, Director in the private equity practice at ZT Corporate. Kurokawa shares his journey from being a solo multifamily syndicator to a key figure in a boutique private equity firm.

Gain exclusive insights into the resilience of service revenues during economic downturns, the significance of diversification across asset classes, and effective strategies in the competitive realm of private equity. Delve into Chihiro's wealth of experience as he discusses the importance of thorough due diligence, community involvement in vetting deals, and the power of teamwork in business.

For passive investors seeking illuminating discussions on making informed investment decisions and navigating the intricacies of blending different asset types, this episode is a must-watch.
  



About Chihiro Kurokawa
 

  • Chihiro is a Director in the private equity practice at ZT Corporate, a boutique private equity firm with investment opportunities for accredited investors. The firm was founded in 1997 and has since cycled over 15 portfolio transactions representing 50+ assets. Currently the firm has an enterprise value of over $1.2 billion with holdings in medical/healthcare, branded auto dealerships and commercial real estate.
     

  



Here are some power takeaways from today’s conversation:

02:21 His real estate investment journey

08:06 Diverse business

12:35 Deal offering structure

16:30 Is this a great time to get into commercial real estate?

20:42 Comparing the metrics

23:02 What market he focuses on

24:25 Mitigating risk

28:26 Lessons learned in investing

30:50 Contact Chihiro

31:21 Podcast recommendations

32:28 Thank you for watching


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn

https://www.linkedin.com/in/cgkurokawa/

Instagram

https://www.instagram.com/cgkurokawa/

Facebook

https://www.facebook.com/chihiro.g.kurokawa/


Podcast Recommendations:

Acquired https://www.acquired.fm/



Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/

Vyzer - https://vyzer.co/

]]> 2246 no 151: Strategies for Thriving in Affordable and Workforce Housing Investments with Ron Lockhart https://share.transistor.fm/s/a06ff6ac Join us on the latest episode of Passive Investing from Left Field, with guest Ron Lockhart. In this episode, discover invaluable insights into successful strategies for limited partners, the impressive benefits of affordable and workforce housing, and the high-return potential of real estate syndication. Whether you're an accredited investor or simply looking to learn more about the commercial real estate market, this episode is your ticket to staying informed.   About Ron Lockhart  Ron Lockhart is the Co-Founder of GSP REI and serves as one of the Company's Managing Partners. His chief responsibilities include strategic planning and oversight of the company’s vision. Mr. Lockhart oversees and works to streamline the company’s operations in both real property and mortgage acquisitions, as well as project and property management.Mr. Lockhart brings over 20 years of combined real estate investing experience to the company. Prior to founding GSP REI, Mr. Lockhart was President of LaSalle Properties One a regional real estate consulting firm that focused on assisting companies and institutions with the execution of their real estate acquisition, development, management and finance goals. While at LaSalle Properties One, Mr. Lockhart developed an end to end in house solution for clients that included planning, construction, asset and property management. One of LaSalle Properties One’s key initiatives was to invest alongside its clients in growth areas where there was an under supply of rental housing. Prior to LaSalle Properties One, Mr. Lockhart founded Lockhart Building and Investment Company which specialized in the construction and redevelopment of real estate in the Mid-Atlantic region. Mr. Lockhart has been directly involved with the investment, development and construction of single family, multifamily and mixed use real estate since graduating from Washington College in 1996.      Here are some power takeaways from today’s conversation: 03:28 His real estate journey 08:39 Affordable housing vs workforce housing 10:03 Section 8 13:38 How he invests in certain markets 16:44 Finding properties 25:16 Are there any other government subsidies that help 25:55 How does he structure property management 28:26 Is there a problem with the owners of the adjoining properties 29:42 Using debt to fund the properties 33:00 How to analyze this as an LP 36:07 Funds overview 38:35 Podcast recommendations   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Contact The Guest: LinkedIn - https://www.linkedin.com/company/gsprei/ Facebook - https://www.facebook.com/GSPREIFUNDS YouTube - https://www.youtube.com/channel/UCoqbrxOgNuhgzS58qia3Uaw Podcast Recommendations: Real estate syndication show - https://www.youtube.com/c/TheRealEstateSyndicationShow Advertising Partners: Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/ Vyzer - https://vyzer.co/ Sun, 14 Jan 2024 08:00:00 -0000 151: Strategies for Thriving in Affordable and Workforce Housing Investments with Ron Lockhart full 151 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, with guest Ron Lockhart.</p><p>In this episode, discover invaluable insights into successful strategies for limited partners, the impressive benefits of affordable and workforce housing, and the high-return potential of real estate syndication.</p><p>Whether you're an accredited investor or simply looking to learn more about the commercial real estate market, this episode is your ticket to staying informed.<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Ron Lockhart<br> </strong></p><ul><li>Ron Lockhart is the Co-Founder of GSP REI and serves as one of the Company's Managing Partners. His chief responsibilities include strategic planning and oversight of the company’s vision. Mr. Lockhart oversees and works to streamline the company’s operations in both real property and mortgage acquisitions, as well as project and property management.<p>Mr. Lockhart brings over 20 years of combined real estate investing experience to the company. Prior to founding GSP REI, Mr. Lockhart was President of LaSalle Properties One a regional real estate consulting firm that focused on assisting companies and institutions with the execution of their real estate acquisition, development, management and finance goals. While at LaSalle Properties One, Mr. Lockhart developed an end to end in house solution for clients that included planning, construction, asset and property management. One of LaSalle Properties One’s key initiatives was to invest alongside its clients in growth areas where there was an under supply of rental housing. Prior to LaSalle Properties One, Mr. Lockhart founded Lockhart Building and Investment Company which specialized in the construction and redevelopment of real estate in the Mid-Atlantic region. Mr. Lockhart has been directly involved with the investment, development and construction of single family, multifamily and mixed use real estate since graduating from Washington College in 1996.</p><p><strong> </strong></p></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>03:28 His real estate journey</p><p>08:39 Affordable housing vs workforce housing</p><p>10:03 Section 8</p><p>13:38 How he invests in certain markets</p><p>16:44 Finding properties</p><p>25:16 Are there any other government subsidies that help</p><p>25:55 How does he structure property management</p><p>28:26 Is there a problem with the owners of the adjoining properties</p><p>29:42 Using debt to fund the properties</p><p>33:00 How to analyze this as an LP</p><p>36:07 Funds overview</p><p>38:35 Podcast recommendations</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Contact The Guest:</p><p>LinkedIn - https://www.linkedin.com/company/gsprei/</p><p>Facebook - https://www.facebook.com/GSPREIFUNDS</p><p>YouTube - https://www.youtube.com/channel/UCoqbrxOgNuhgzS58qia3Uaw</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p>Real estate syndication show - https://www.youtube.com/c/TheRealEstateSyndicationShow<a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a> - https://www.tribevest.com/</p><p><a href="https://rise48.com/">Rise48</a> - https://rise48.com/</p><p>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/</p><p><a href="https://vyzer.co/">Vyzer</a> - https://vyzer.co/</p> Join us on the latest episode of Passive Investing from Left Field, with guest Ron Lockhart. In this episode, discover invaluable insights into successful strategies for limited partners, the impressive benefits of affordable and workforce housing, and the high-return potential of real estate syndication. Whether you're an accredited investor or simply looking to learn more about the commercial real estate market, this episode is your ticket to staying informed.   About Ron Lockhart  Ron Lockhart is the Co-Founder of GSP REI and serves as one of the Company's Managing Partners. His chief responsibilities include strategic planning and oversight of the company’s vision. Mr. Lockhart oversees and works to streamline the company’s operations in both real property and mortgage acquisitions, as well as project and property management.Mr. Lockhart brings over 20 years of combined real estate investing experience to the company. Prior to founding GSP REI, Mr. Lockhart was President of LaSalle Properties One a regional real estate consulting firm that focused on assisting companies and institutions with the execution of their real estate acquisition, development, management and finance goals. While at LaSalle Properties One, Mr. Lockhart developed an end to end in house solution for clients that included planning, construction, asset and property management. One of LaSalle Properties One’s key initiatives was to invest alongside its clients in growth areas where there was an under supply of rental housing. Prior to LaSalle Properties One, Mr. Lockhart founded Lockhart Building and Investment Company which specialized in the construction and redevelopment of real estate in the Mid-Atlantic region. Mr. Lockhart has been directly involved with the investment, development and construction of single family, multifamily and mixed use real estate since graduating from Washington College in 1996.      Here are some power takeaways from today’s conversation: 03:28 His real estate journey 08:39 Affordable housing vs workforce housing 10:03 Section 8 13:38 How he invests in certain markets 16:44 Finding properties 25:16 Are there any other government subsidies that help 25:55 How does he structure property management 28:26 Is there a problem with the owners of the adjoining properties 29:42 Using debt to fund the properties 33:00 How to analyze this as an LP 36:07 Funds overview 38:35 Podcast recommendations   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Contact The Guest: LinkedIn - https://www.linkedin.com/company/gsprei/ Facebook - https://www.facebook.com/GSPREIFUNDS YouTube - https://www.youtube.com/channel/UCoqbrxOgNuhgzS58qia3Uaw Podcast Recommendations: Real estate syndication show - https://www.youtube.com/c/TheRealEstateSyndicationShow Advertising Partners: Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/ Vyzer - https://vyzer.co/ Join us on the latest episode of Passive Investing from Left Field, with guest Ron Lockhart.

In this episode, discover invaluable insights into successful strategies for limited partners, the impressive benefits of affordable and workforce housing, and the high-return potential of real estate syndication.

Whether you're an accredited investor or simply looking to learn more about the commercial real estate market, this episode is your ticket to staying informed.
  



About Ron Lockhart
 

  • Ron Lockhart is the Co-Founder of GSP REI and serves as one of the Company's Managing Partners. His chief responsibilities include strategic planning and oversight of the company’s vision. Mr. Lockhart oversees and works to streamline the company’s operations in both real property and mortgage acquisitions, as well as project and property management.

    Mr. Lockhart brings over 20 years of combined real estate investing experience to the company. Prior to founding GSP REI, Mr. Lockhart was President of LaSalle Properties One a regional real estate consulting firm that focused on assisting companies and institutions with the execution of their real estate acquisition, development, management and finance goals. While at LaSalle Properties One, Mr. Lockhart developed an end to end in house solution for clients that included planning, construction, asset and property management. One of LaSalle Properties One’s key initiatives was to invest alongside its clients in growth areas where there was an under supply of rental housing. Prior to LaSalle Properties One, Mr. Lockhart founded Lockhart Building and Investment Company which specialized in the construction and redevelopment of real estate in the Mid-Atlantic region. Mr. Lockhart has been directly involved with the investment, development and construction of single family, multifamily and mixed use real estate since graduating from Washington College in 1996.

     

  



Here are some power takeaways from today’s conversation:

03:28 His real estate journey

08:39 Affordable housing vs workforce housing

10:03 Section 8

13:38 How he invests in certain markets

16:44 Finding properties

25:16 Are there any other government subsidies that help

25:55 How does he structure property management

28:26 Is there a problem with the owners of the adjoining properties

29:42 Using debt to fund the properties

33:00 How to analyze this as an LP

36:07 Funds overview

38:35 Podcast recommendations


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Contact The Guest:

LinkedIn - https://www.linkedin.com/company/gsprei/

Facebook - https://www.facebook.com/GSPREIFUNDS

YouTube - https://www.youtube.com/channel/UCoqbrxOgNuhgzS58qia3Uaw


Podcast Recommendations:

Real estate syndication show - https://www.youtube.com/c/TheRealEstateSyndicationShow

Advertising Partners:

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/

Vyzer - https://vyzer.co/

]]> 2733 no Spotlight: The Corporate Transparency Act: What LLC Owners Need to Know, Explained by Mauricio Rauld https://share.transistor.fm/s/9ab745a6 Tune in to this special spotlight episode of Left Field Investors as we shine a light on the intricacies of the Corporate Transparency Act with expert syndication attorney Mauricio Rauld. This episode is packed with valuable insights on compliance, penalties, and best practices for LLC owners to navigate this new legislation. Get the inside scoop on what you need to know to ensure compliance and protect your investments!   About Mauricio Rauld  Mauricio Rauld is an experienced syndication attorney and former asset protection attorney with a wealth of knowledge in syndications and corporate law. He is well-versed in LLC formation, asset protection, and entity formations, having set up thousands of LLCs over the past 15-20 years. Mauricio’s expertise lies in helping syndicators stay in compliance with federal securities laws and ensuring the protection of limited partners in investment deals. As a co-host of the "Drunk Real Estate" podcast, Mauricio brings a unique and approachable perspective to the legal aspects of real estate investing. His down-to-earth style and practical advice make him a valuable resource for investors navigating the complex regulatory landscape.     Here are some power takeaways from today’s conversation:  00:00 The Best Ever Conference 02:52 Who is Mauricio Rauld? 03:45 What is the CTA?  04:40 Who gets to see this info? 05:30 Who is affected? 08:23 What info is needed? 10:04 When does this need to be filed? 14:13 What are the penalties for not complying? 16:16 Who needs to file? 22:11 Who can help me comply? 23:58 Where to find the report 24:57 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: linkedin.com/in/mauricio-rauld-esq-b2929870Facebook: https://www.facebook.com/mauricio.rauld.9/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/ Podcast Recommendations: Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Wed, 10 Jan 2024 08:00:00 -0000 Spotlight: The Corporate Transparency Act: What LLC Owners Need to Know, Explained by Mauricio Rauld full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Tune in to this special spotlight episode of Left Field Investors as we shine a light on the intricacies of the Corporate Transparency Act with expert syndication attorney Mauricio Rauld. This episode is packed with valuable insights on compliance, penalties, and best practices for LLC owners to navigate this new legislation. Get the inside scoop on what you need to know to ensure compliance and protect your investments!<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Mauricio Rauld<br> </strong></p><ul><li>Mauricio Rauld is an experienced syndication attorney and former asset protection attorney with a wealth of knowledge in syndications and corporate law. He is well-versed in LLC formation, asset protection, and entity formations, having set up thousands of LLCs over the past 15-20 years. Mauricio’s expertise lies in helping syndicators stay in compliance with federal securities laws and ensuring the protection of limited partners in investment deals. As a co-host of the "Drunk Real Estate" podcast, Mauricio brings a unique and approachable perspective to the legal aspects of real estate investing. His down-to-earth style and practical advice make him a valuable resource for investors navigating the complex regulatory landscape.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p> 00:00 The Best Ever Conference</p><p>02:52 Who is Mauricio Rauld?</p><p>03:45 What is the CTA? </p><p>04:40 Who gets to see this info?</p><p>05:30 Who is affected?</p><p>08:23 What info is needed?</p><p>10:04 When does this need to be filed?</p><p>14:13 What are the penalties for not complying?</p><p>16:16 Who needs to file?</p><p>22:11 Who can help me comply?</p><p>23:58 Where to find the report</p><p>24:57 Thank you for watching</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:</strong></p><p>LinkedIn: linkedin.com/in/mauricio-rauld-esq-b2929870<br>Facebook: https://www.facebook.com/mauricio.rauld.9/</p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh -  https://www.leftfieldinvestors.com/books/</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast - https://www.walkerdunlop.com/webcasts/<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a> - https://www.leftfieldinvestors.com/bec/</p><p><a href="https://www.tribevest.com/">Tribevest</a> - https://www.tribevest.com/</p><p><a href="https://rise48.com/">Rise48</a> - https://rise48.com/</p><p><a href="https://vyzer.co/">Vyzer</a> - https://vyzer.co/</p> Tune in to this special spotlight episode of Left Field Investors as we shine a light on the intricacies of the Corporate Transparency Act with expert syndication attorney Mauricio Rauld. This episode is packed with valuable insights on compliance, penalties, and best practices for LLC owners to navigate this new legislation. Get the inside scoop on what you need to know to ensure compliance and protect your investments!   About Mauricio Rauld  Mauricio Rauld is an experienced syndication attorney and former asset protection attorney with a wealth of knowledge in syndications and corporate law. He is well-versed in LLC formation, asset protection, and entity formations, having set up thousands of LLCs over the past 15-20 years. Mauricio’s expertise lies in helping syndicators stay in compliance with federal securities laws and ensuring the protection of limited partners in investment deals. As a co-host of the "Drunk Real Estate" podcast, Mauricio brings a unique and approachable perspective to the legal aspects of real estate investing. His down-to-earth style and practical advice make him a valuable resource for investors navigating the complex regulatory landscape.     Here are some power takeaways from today’s conversation:  00:00 The Best Ever Conference 02:52 Who is Mauricio Rauld? 03:45 What is the CTA?  04:40 Who gets to see this info? 05:30 Who is affected? 08:23 What info is needed? 10:04 When does this need to be filed? 14:13 What are the penalties for not complying? 16:16 Who needs to file? 22:11 Who can help me comply? 23:58 Where to find the report 24:57 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: LinkedIn: linkedin.com/in/mauricio-rauld-esq-b2929870Facebook: https://www.facebook.com/mauricio.rauld.9/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/ Podcast Recommendations: Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Vyzer - https://vyzer.co/ Tune in to this special spotlight episode of Left Field Investors as we shine a light on the intricacies of the Corporate Transparency Act with expert syndication attorney Mauricio Rauld. This episode is packed with valuable insights on compliance, penalties, and best practices for LLC owners to navigate this new legislation. Get the inside scoop on what you need to know to ensure compliance and protect your investments!
  



About Mauricio Rauld
 

  • Mauricio Rauld is an experienced syndication attorney and former asset protection attorney with a wealth of knowledge in syndications and corporate law. He is well-versed in LLC formation, asset protection, and entity formations, having set up thousands of LLCs over the past 15-20 years. Mauricio’s expertise lies in helping syndicators stay in compliance with federal securities laws and ensuring the protection of limited partners in investment deals. As a co-host of the "Drunk Real Estate" podcast, Mauricio brings a unique and approachable perspective to the legal aspects of real estate investing. His down-to-earth style and practical advice make him a valuable resource for investors navigating the complex regulatory landscape.
     

  



Here are some power takeaways from today’s conversation:

 00:00 The Best Ever Conference

02:52 Who is Mauricio Rauld?

03:45 What is the CTA? 

04:40 Who gets to see this info?

05:30 Who is affected?

08:23 What info is needed?

10:04 When does this need to be filed?

14:13 What are the penalties for not complying?

16:16 Who needs to file?

22:11 Who can help me comply?

23:58 Where to find the report

24:57 Thank you for watching


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

LinkedIn: linkedin.com/in/mauricio-rauld-esq-b2929870
Facebook: https://www.facebook.com/mauricio.rauld.9/

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/


Podcast Recommendations:

Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/

The Walker Webcast - https://www.walkerdunlop.com/webcasts/

Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Vyzer - https://vyzer.co/

]]> 1654 no 150: The Investor's Guide to Preferred Equity with Paul Moore https://share.transistor.fm/s/36a49b89 Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.   About Paul Moore   After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.  Here are some power takeaways from today’s conversation:  03:33 His real estate journey? 05:20 Transition from speculator to investor 07:32 Preferred equity vs preferred returns 09:27 What is preferred equity? 14:55 Why aren’t the lenders lending more? 16:42 Should the LP know about the preferred equity? 04:35 The Evolution of His Real Estate Journey 20:29 Are all pref equity the same? 30:44 What to look for in the common equity? 33:04 How do you protect yourself from deals failing? 37:46 How does an LP get into pref equity? 30:41 How does the LP evaluate this? 43:48 Podcast recommendations 44:42 Contact Paul 45:05 Thank you for watching This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.     Resources Mentioned:Contact the Guest: Instagram- @paulmooreinvestFacebook- @wellingscapitalLinkedIn- https://www.linkedin.com/in/paul-moore-3255924/Email- paul@wellingscapital.com Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Sun, 07 Jan 2024 08:00:00 -0000 150: The Investor's Guide to Preferred Equity with Paul Moore full 150 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. <br>In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. <br>Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.<br><strong> </strong></p><p><strong> About Paul Moore <br> </strong></p><ul><li>After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.<br><strong> </strong></li></ul><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p> 03:33 His real estate journey?</p><p>05:20 Transition from speculator to investor</p><p>07:32 Preferred equity vs preferred returns</p><p>09:27 What is preferred equity?</p><p>14:55 Why aren’t the lenders lending more?</p><p>16:42 Should the LP know about the preferred equity?</p><p>04:35 The Evolution of His Real Estate Journey</p><p>20:29 Are all pref equity the same?</p><p>30:44 What to look for in the common equity?</p><p>33:04 How do you protect yourself from deals failing?</p><p>37:46 How does an LP get into pref equity?</p><p>30:41 How does the LP evaluate this?</p><p>43:48 Podcast recommendations</p><p>44:42 Contact Paul</p><p>45:05 Thank you for watching</p><p><br></p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><strong>Resources Mentioned:<br>Contact the Guest:</strong></p><p>Instagram- @paulmooreinvest<br>Facebook- @wellingscapital<br>LinkedIn- https://www.linkedin.com/in/paul-moore-3255924/<br>Email- paul@wellingscapital.com</p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.   About Paul Moore   After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.  Here are some power takeaways from today’s conversation:  03:33 His real estate journey? 05:20 Transition from speculator to investor 07:32 Preferred equity vs preferred returns 09:27 What is preferred equity? 14:55 Why aren’t the lenders lending more? 16:42 Should the LP know about the preferred equity? 04:35 The Evolution of His Real Estate Journey 20:29 Are all pref equity the same? 30:44 What to look for in the common equity? 33:04 How do you protect yourself from deals failing? 37:46 How does an LP get into pref equity? 30:41 How does the LP evaluate this? 43:48 Podcast recommendations 44:42 Contact Paul 45:05 Thank you for watching This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.     Resources Mentioned:Contact the Guest: Instagram- @paulmooreinvestFacebook- @wellingscapitalLinkedIn- https://www.linkedin.com/in/paul-moore-3255924/Email- paul@wellingscapital.com Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. 
In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. 
Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.
 

 About Paul Moore
 

  • After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.
     

Here are some power takeaways from today’s conversation:

 03:33 His real estate journey?

05:20 Transition from speculator to investor

07:32 Preferred equity vs preferred returns

09:27 What is preferred equity?

14:55 Why aren’t the lenders lending more?

16:42 Should the LP know about the preferred equity?

04:35 The Evolution of His Real Estate Journey

20:29 Are all pref equity the same?

30:44 What to look for in the common equity?

33:04 How do you protect yourself from deals failing?

37:46 How does an LP get into pref equity?

30:41 How does the LP evaluate this?

43:48 Podcast recommendations

44:42 Contact Paul

45:05 Thank you for watching



This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    

Resources Mentioned:
Contact the Guest:

Instagram- @paulmooreinvest
Facebook- @wellingscapital
LinkedIn- https://www.linkedin.com/in/paul-moore-3255924/
Email- paul@wellingscapital.com

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Podcast Recommendations:

Motley Fool Money

The Walker Webcast

Advertising Partners:

Left Field Investors - BEC

Tribevest

Rise48

Aspen Funds

GSP REI

Spartan Investment Group

Vyzer

]]> 3070 no 149. Jeremy Roll on Real Estate Investment Strategies and Risks Part Two https://share.transistor.fm/s/1e6a02f0 Get ready for an electrifying ride in Part 2 of the Keynote Address from the Left Field 2023 Meetup! The audience comes in hot with burning questions, turning this episode into a rollercoaster of insights for savvy passive investors hungry for stability and growth.Jeremy Roll, a seasoned market observer, not only explores the current state of market investments and his strategies for the next decade but also shares invaluable advice on what LP investors should prioritize. Packed with wisdom, this episode is a must-listen for those seeking stability and growth, providing a roadmap to navigate the evolving investment landscape with confidence and strategic foresight. About Jeremy Roll  Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Here are some power takeaways from today’s conversation:  00:30 What to do when an operator isn’t cooperating? 02:56 The correlation of the quality of communication with the operator and the ROI 04:49 If you negotiate $25,000 off the investment and will the operator walk away? 06:30 How do you do background checks on operators? 09:38 What is the cost of a private investigator? 10:05 Do you need permission to perform background checks? 11:22 What is his biggest pull back when investing? 13:41 The impact of the fed on ATMs 14:47 How often do you meet with the operator in person before a deal? 16:11 Value add limited partner  18:21 How long does it take for him to evaluate a deal and how many deals does he have going on right now? 20:04 Mobile home park investing 23:26 Managing cashflow 25:02 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.     Resources Mentioned:  Email: jroll@rollinvestments.com Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Sun, 31 Dec 2023 08:00:00 -0000 149. Jeremy Roll on Real Estate Investment Strategies and Risks Part Two full 149 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Get ready for an electrifying ride in Part 2 of the Keynote Address from the Left Field 2023 Meetup! <br>The audience comes in hot with burning questions, turning this episode into a rollercoaster of insights for savvy passive investors hungry for stability and growth.<br>Jeremy Roll, a seasoned market observer, not only explores the current state of market investments and his strategies for the next decade but also shares invaluable advice on what LP investors should prioritize. Packed with wisdom, this episode is a must-listen for those seeking stability and growth, providing a roadmap to navigate the evolving investment landscape with confidence and strategic foresight.</p><p><strong>About Jeremy Roll <br></strong><br></p><ul><li>Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.<p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p> 00:30 What to do when an operator isn’t cooperating?</p><p>02:56 The correlation of the quality of communication with the operator and the ROI</p><p>04:49 If you negotiate $25,000 off the investment and will the operator walk away?</p><p>06:30 How do you do background checks on operators?</p><p>09:38 What is the cost of a private investigator?</p><p>10:05 Do you need permission to perform background checks?</p><p>11:22 What is his biggest pull back when investing?</p><p>13:41 The impact of the fed on ATMs</p><p>14:47 How often do you meet with the operator in person before a deal?</p><p>16:11 Value add limited partner </p><p>18:21 How long does it take for him to evaluate a deal and how many deals does he have going on right now?</p><p>20:04 Mobile home park investing</p><p>23:26 Managing cashflow</p><p>25:02 Thank you for watching</p><p><br></p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><strong>Resources Mentioned: </strong><a href="https://midloch.com/"><br></a><br></p><p>Email: jroll@rollinvestments.com</p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Get ready for an electrifying ride in Part 2 of the Keynote Address from the Left Field 2023 Meetup! The audience comes in hot with burning questions, turning this episode into a rollercoaster of insights for savvy passive investors hungry for stability and growth.Jeremy Roll, a seasoned market observer, not only explores the current state of market investments and his strategies for the next decade but also shares invaluable advice on what LP investors should prioritize. Packed with wisdom, this episode is a must-listen for those seeking stability and growth, providing a roadmap to navigate the evolving investment landscape with confidence and strategic foresight. About Jeremy Roll  Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Here are some power takeaways from today’s conversation:  00:30 What to do when an operator isn’t cooperating? 02:56 The correlation of the quality of communication with the operator and the ROI 04:49 If you negotiate $25,000 off the investment and will the operator walk away? 06:30 How do you do background checks on operators? 09:38 What is the cost of a private investigator? 10:05 Do you need permission to perform background checks? 11:22 What is his biggest pull back when investing? 13:41 The impact of the fed on ATMs 14:47 How often do you meet with the operator in person before a deal? 16:11 Value add limited partner  18:21 How long does it take for him to evaluate a deal and how many deals does he have going on right now? 20:04 Mobile home park investing 23:26 Managing cashflow 25:02 Thank you for watching   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.     Resources Mentioned:  Email: jroll@rollinvestments.com Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Get ready for an electrifying ride in Part 2 of the Keynote Address from the Left Field 2023 Meetup! 
The audience comes in hot with burning questions, turning this episode into a rollercoaster of insights for savvy passive investors hungry for stability and growth.
Jeremy Roll, a seasoned market observer, not only explores the current state of market investments and his strategies for the next decade but also shares invaluable advice on what LP investors should prioritize. Packed with wisdom, this episode is a must-listen for those seeking stability and growth, providing a roadmap to navigate the evolving investment landscape with confidence and strategic foresight.

About Jeremy Roll 

  • Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.


Here are some power takeaways from today’s conversation:

 00:30 What to do when an operator isn’t cooperating?

02:56 The correlation of the quality of communication with the operator and the ROI

04:49 If you negotiate $25,000 off the investment and will the operator walk away?

06:30 How do you do background checks on operators?

09:38 What is the cost of a private investigator?

10:05 Do you need permission to perform background checks?

11:22 What is his biggest pull back when investing?

13:41 The impact of the fed on ATMs

14:47 How often do you meet with the operator in person before a deal?

16:11 Value add limited partner 

18:21 How long does it take for him to evaluate a deal and how many deals does he have going on right now?

20:04 Mobile home park investing

23:26 Managing cashflow

25:02 Thank you for watching


 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    

Resources Mentioned: 

Email: jroll@rollinvestments.com

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Podcast Recommendations:

Motley Fool Money

The Walker Webcast

Advertising Partners:

Left Field Investors - BEC

Tribevest

Rise48

Aspen Funds

GSP REI

Spartan Investment Group

Vyzer

]]> 1937 no 148. Jeremy Roll on Real Estate Investment Strategies and Risks https://share.transistor.fm/s/78138bca Welcome to an extraordinary episode of Passive Investing from Left Field! If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck. Guest Jeremy Roll and Jim Pfeifer tackle the essentials of passive real estate investing. They delve deep into the importance of meticulous due diligence and the critical role of investment documents. Jeremy discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments. About Jeremy Roll Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Here are some power takeaways from today’s conversation:  00:07 Meet Jeremy Roll 01:31 Tribevest  00:51 Insights into Market Trends 03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months 05:58 Factors Influencing Jeremy's Return to Investment 07:56 Analysis of Defensive and Offensive Asset Classes 10:13 Exploration of ATM Investments 13:15 Negotiating Operational Agreement Changes with Operators 15:15 Importance of Reviewing Deal Documents Prior to Execution 18:20 Conducting Background Checks in Collaborative Ventures 20:14 Reflection on Past Deal Challenges 22:55 Understanding the Significance of Private Placement Memorandum (PPM) 24:43 Pros and Cons of ATM Investments 26:14 Future Projections for Multifamily Deals 28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures 29:12 Identifying Promising Asset Classes for the Coming Years 31:15 Navigation of Capital Calls in Investments   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.     Resources Mentioned: Email: jroll@rollinvestments.com  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Sun, 24 Dec 2023 08:00:00 -0000 148. Jeremy Roll on Real Estate Investment Strategies and Risks full 148 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Welcome to an extraordinary episode of Passive Investing from Left Field! If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck. Guest Jeremy Roll and Jim Pfeifer tackle the essentials of passive real estate investing. They delve deep into the importance of meticulous due diligence and the critical role of investment documents. Jeremy discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments.</p><p><strong>About Jeremy Roll<br></strong><br></p><ul><li>Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.<p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p> 00:07 Meet Jeremy Roll</p><p>01:31 Tribevest </p><p>00:51 Insights into Market Trends</p><p>03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months</p><p>05:58 Factors Influencing Jeremy's Return to Investment</p><p>07:56 Analysis of Defensive and Offensive Asset Classes</p><p>10:13 Exploration of ATM Investments</p><p>13:15 Negotiating Operational Agreement Changes with Operators</p><p>15:15 Importance of Reviewing Deal Documents Prior to Execution</p><p>18:20 Conducting Background Checks in Collaborative Ventures</p><p>20:14 Reflection on Past Deal Challenges</p><p>22:55 Understanding the Significance of Private Placement Memorandum (PPM)</p><p>24:43 Pros and Cons of ATM Investments</p><p>26:14 Future Projections for Multifamily Deals</p><p>28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures</p><p>29:12 Identifying Promising Asset Classes for the Coming Years</p><p>31:15 Navigation of Capital Calls in Investments</p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><strong>Resources Mentioned:<br></strong><br></p><p>Email: jroll@rollinvestments.com </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Welcome to an extraordinary episode of Passive Investing from Left Field! If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck. Guest Jeremy Roll and Jim Pfeifer tackle the essentials of passive real estate investing. They delve deep into the importance of meticulous due diligence and the critical role of investment documents. Jeremy discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments. About Jeremy Roll Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size. Here are some power takeaways from today’s conversation:  00:07 Meet Jeremy Roll 01:31 Tribevest  00:51 Insights into Market Trends 03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months 05:58 Factors Influencing Jeremy's Return to Investment 07:56 Analysis of Defensive and Offensive Asset Classes 10:13 Exploration of ATM Investments 13:15 Negotiating Operational Agreement Changes with Operators 15:15 Importance of Reviewing Deal Documents Prior to Execution 18:20 Conducting Background Checks in Collaborative Ventures 20:14 Reflection on Past Deal Challenges 22:55 Understanding the Significance of Private Placement Memorandum (PPM) 24:43 Pros and Cons of ATM Investments 26:14 Future Projections for Multifamily Deals 28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures 29:12 Identifying Promising Asset Classes for the Coming Years 31:15 Navigation of Capital Calls in Investments   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.     Resources Mentioned: Email: jroll@rollinvestments.com  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Welcome to an extraordinary episode of Passive Investing from Left Field! If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck. Guest Jeremy Roll and Jim Pfeifer tackle the essentials of passive real estate investing. They delve deep into the importance of meticulous due diligence and the critical role of investment documents. Jeremy discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments.

About Jeremy Roll

  • Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.


Here are some power takeaways from today’s conversation:

 00:07 Meet Jeremy Roll

01:31 Tribevest 

00:51 Insights into Market Trends

03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months

05:58 Factors Influencing Jeremy's Return to Investment

07:56 Analysis of Defensive and Offensive Asset Classes

10:13 Exploration of ATM Investments

13:15 Negotiating Operational Agreement Changes with Operators

15:15 Importance of Reviewing Deal Documents Prior to Execution

18:20 Conducting Background Checks in Collaborative Ventures

20:14 Reflection on Past Deal Challenges

22:55 Understanding the Significance of Private Placement Memorandum (PPM)

24:43 Pros and Cons of ATM Investments

26:14 Future Projections for Multifamily Deals

28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures

29:12 Identifying Promising Asset Classes for the Coming Years

31:15 Navigation of Capital Calls in Investments

 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    

Resources Mentioned:

Email: jroll@rollinvestments.com 

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Podcast Recommendations:

Motley Fool Money

The Walker Webcast

Advertising Partners:

Left Field Investors - BEC

Tribevest

Rise48

Aspen Funds

GSP REI

Spartan Investment Group

Vyzer

]]> 2513 no 147. Ryan Gibson on Navigating the Ever-Changing Self-Storage Market https://share.transistor.fm/s/bb0666dd Join us on the latest episode of Passive Investing from Left Field, as we dive deep into the world of commercial real estate investing with special guest Ryan Gibson, co-founder of Spartan Investment Group. Ryan, formerly an airline pilot turned real estate mogul, shares the turbulent journey of transitioning into the self-storage industry and the strategies that propelled him to success. Discover the exciting opportunities and hurdles of syndicated investments, the significance of transparent investor communication, and innovative ideas for generating passive income. About Ryan Gibson Ryan Gibson is a co-founder of Spartan Investment Group and a former airline pilot who made a successful pivot to real estate investing, focusing on self-storage. His entrepreneurial spirit was evident early on when he provided affordable housing for pilots through organized crash pads. Today, his expertise and leadership have contributed to the growth and resilience of his company amidst market fluctuations and financing challenges. Ryan also hosts the Passive Income for Pilots podcast, sharing valuable insights on building passive income. With a strong emphasis on managing investor expectations and capital preservation, his strategic approach to investment, particularly in ground-up development and value-added projects, has made Ryan a recognized voice in the passive investing community. Here are some power takeaways from today’s conversation: 00:00 The Best Ever Conference 01:31 Tribevest Ad 02:03 Coming Up 02:22 Intro 02:40 Welcome to the show 03:43 Ryan’s journey into  real estate investing 07:45 What are pilot crash pads  10:36 How he got his start in real estate investing 11:50 Where is the market at right now 15:36 Disruption is good for self-storage 19:20 Who Is buying from who 21:21 Viking Ad 22:08 Rise 48 Ad 22:37Tyler Longview's portfolio 25:56 How he handles challenges 26:49 Buying multiple properties 32:43 Investor expectations 38:29 Types of development 43:57 Recommended podcast 44:41 Contact 45:03 Aspen Fund Ad 45:46 Vyzer Ad 46:31 Guest Overview 49:52 Outro 50:18 Disclaimer  Episode Highlights: 1.  Ryan Gibson, co-founder of Spartan Investment Group and former airline pilot, shares his journey from pilot crash pads to successful self-storage real estate investing and hosting a podcast for high-earning professionals. 2. The episode covers Ryan's experiences with the challenges of financing and selling properties in a fluctuating market and his strategic approach to overcoming those challenges including transparent communication with investors and prioritizing capital preservation. 3. Ryan discusses the intricacies of deal structuring and the benefits of ground-up development in the self-storage industry, highlighting how they manage risks and expectations as detailed in the Private Placement Memorandum. 4. Industry insights reveal that self-storage thrives on disruption and that the market conditions currently favor development projects, amidst issues such as decreased demand due to a slowdown in home sales and moves. 5. The significance of the self-storage market is emphasized with the business still being strong and attractive to investors, despite some portfolios facing struggles. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Contact The Guest: LinkedIn Instagram Facebook YouTube  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast All In Podcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Sun, 17 Dec 2023 08:00:00 -0000 147. Ryan Gibson on Navigating the Ever-Changing Self-Storage Market full 147 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us on the latest episode of Passive Investing from Left Field, as we dive deep into the world of commercial real estate investing with special guest Ryan Gibson, co-founder of Spartan Investment Group. Ryan, formerly an airline pilot turned real estate mogul, shares the turbulent journey of transitioning into the self-storage industry and the strategies that propelled him to success. Discover the exciting opportunities and hurdles of syndicated investments, the significance of transparent investor communication, and innovative ideas for generating passive income.</p><p><strong>About Ryan Gibson<br></strong><br></p><ul><li>Ryan Gibson is a co-founder of Spartan Investment Group and a former airline pilot who made a successful pivot to real estate investing, focusing on self-storage. His entrepreneurial spirit was evident early on when he provided affordable housing for pilots through organized crash pads. Today, his expertise and leadership have contributed to the growth and resilience of his company amidst market fluctuations and financing challenges. Ryan also hosts the Passive Income for Pilots podcast, sharing valuable insights on building passive income. With a strong emphasis on managing investor expectations and capital preservation, his strategic approach to investment, particularly in ground-up development and value-added projects, has made Ryan a recognized voice in the passive investing community.<p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p>00:00 The Best Ever Conference</p><p>01:31 Tribevest Ad</p><p>02:03 Coming Up</p><p>02:22 Intro</p><p>02:40 Welcome to the show</p><p>03:43 Ryan’s journey into  real estate investing</p><p>07:45 What are pilot crash pads </p><p>10:36 How he got his start in real estate investing</p><p>11:50 Where is the market at right now</p><p>15:36 Disruption is good for self-storage</p><p>19:20 Who Is buying from who</p><p>21:21 Viking Ad</p><p>22:08 Rise 48 Ad</p><p>22:37Tyler Longview's portfolio</p><p>25:56 How he handles challenges</p><p>26:49 Buying multiple properties</p><p>32:43 Investor expectations</p><p>38:29 Types of development</p><p>43:57 Recommended podcast</p><p>44:41 Contact</p><p>45:03 Aspen Fund Ad</p><p>45:46 Vyzer Ad</p><p>46:31 Guest Overview</p><p>49:52 Outro</p><p>50:18 Disclaimer</p><p><br></p><p> <br><strong>Episode Highlights:</strong></p><p>1.  Ryan Gibson, co-founder of Spartan Investment Group and former airline pilot, shares his journey from pilot crash pads to successful self-storage real estate investing and hosting a podcast for high-earning professionals.<strong></strong></p><p><br>2. The episode covers Ryan's experiences with the challenges of financing and selling properties in a fluctuating market and his strategic approach to overcoming those challenges including transparent communication with investors and prioritizing capital preservation.</p><p><strong><br>3. </strong>Ryan discusses the intricacies of deal structuring and the benefits of ground-up development in the self-storage industry, highlighting how they manage risks and expectations as detailed in the Private Placement Memorandum.</p><p><strong><br>4. </strong>Industry insights reveal that self-storage thrives on disruption and that the market conditions currently favor development projects, amidst issues such as decreased demand due to a slowdown in home sales and moves.</p><p><strong><br>5. </strong>The significance of the self-storage market is emphasized with the business still being strong and attractive to investors, despite some portfolios facing struggles.<strong><br></strong></p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><strong>Contact The Guest:</strong><br> <a href="http://www.linkendin.com/in/ryan-gibson1">LinkedIn</a><br> <br> <a href="https://instagram.com/spartaninvestmentgroup?igshid=MTc4MTIwNjQ2YQ">Instagram</a><br> <br> <a href="https://www.facebook.com/spartaninvestmentgroup">Facebook</a><br> <br> <a href="http://www.youtube.com/@SpartanInvestmentGroup%20">YouTube</a><br> </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast</a></p><p><a href="https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393">All In Podcast</a><br> <a href="https://www.walkerdunlop.com/webcasts/"><br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Join us on the latest episode of Passive Investing from Left Field, as we dive deep into the world of commercial real estate investing with special guest Ryan Gibson, co-founder of Spartan Investment Group. Ryan, formerly an airline pilot turned real estate mogul, shares the turbulent journey of transitioning into the self-storage industry and the strategies that propelled him to success. Discover the exciting opportunities and hurdles of syndicated investments, the significance of transparent investor communication, and innovative ideas for generating passive income. About Ryan Gibson Ryan Gibson is a co-founder of Spartan Investment Group and a former airline pilot who made a successful pivot to real estate investing, focusing on self-storage. His entrepreneurial spirit was evident early on when he provided affordable housing for pilots through organized crash pads. Today, his expertise and leadership have contributed to the growth and resilience of his company amidst market fluctuations and financing challenges. Ryan also hosts the Passive Income for Pilots podcast, sharing valuable insights on building passive income. With a strong emphasis on managing investor expectations and capital preservation, his strategic approach to investment, particularly in ground-up development and value-added projects, has made Ryan a recognized voice in the passive investing community. Here are some power takeaways from today’s conversation: 00:00 The Best Ever Conference 01:31 Tribevest Ad 02:03 Coming Up 02:22 Intro 02:40 Welcome to the show 03:43 Ryan’s journey into  real estate investing 07:45 What are pilot crash pads  10:36 How he got his start in real estate investing 11:50 Where is the market at right now 15:36 Disruption is good for self-storage 19:20 Who Is buying from who 21:21 Viking Ad 22:08 Rise 48 Ad 22:37Tyler Longview's portfolio 25:56 How he handles challenges 26:49 Buying multiple properties 32:43 Investor expectations 38:29 Types of development 43:57 Recommended podcast 44:41 Contact 45:03 Aspen Fund Ad 45:46 Vyzer Ad 46:31 Guest Overview 49:52 Outro 50:18 Disclaimer  Episode Highlights: 1.  Ryan Gibson, co-founder of Spartan Investment Group and former airline pilot, shares his journey from pilot crash pads to successful self-storage real estate investing and hosting a podcast for high-earning professionals. 2. The episode covers Ryan's experiences with the challenges of financing and selling properties in a fluctuating market and his strategic approach to overcoming those challenges including transparent communication with investors and prioritizing capital preservation. 3. Ryan discusses the intricacies of deal structuring and the benefits of ground-up development in the self-storage industry, highlighting how they manage risks and expectations as detailed in the Private Placement Memorandum. 4. Industry insights reveal that self-storage thrives on disruption and that the market conditions currently favor development projects, amidst issues such as decreased demand due to a slowdown in home sales and moves. 5. The significance of the self-storage market is emphasized with the business still being strong and attractive to investors, despite some portfolios facing struggles. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Contact The Guest: LinkedIn Instagram Facebook YouTube  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast All In Podcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Join us on the latest episode of Passive Investing from Left Field, as we dive deep into the world of commercial real estate investing with special guest Ryan Gibson, co-founder of Spartan Investment Group. Ryan, formerly an airline pilot turned real estate mogul, shares the turbulent journey of transitioning into the self-storage industry and the strategies that propelled him to success. Discover the exciting opportunities and hurdles of syndicated investments, the significance of transparent investor communication, and innovative ideas for generating passive income.

About Ryan Gibson

  • Ryan Gibson is a co-founder of Spartan Investment Group and a former airline pilot who made a successful pivot to real estate investing, focusing on self-storage. His entrepreneurial spirit was evident early on when he provided affordable housing for pilots through organized crash pads. Today, his expertise and leadership have contributed to the growth and resilience of his company amidst market fluctuations and financing challenges. Ryan also hosts the Passive Income for Pilots podcast, sharing valuable insights on building passive income. With a strong emphasis on managing investor expectations and capital preservation, his strategic approach to investment, particularly in ground-up development and value-added projects, has made Ryan a recognized voice in the passive investing community.


Here are some power takeaways from today’s conversation:

00:00 The Best Ever Conference

01:31 Tribevest Ad

02:03 Coming Up

02:22 Intro

02:40 Welcome to the show

03:43 Ryan’s journey into  real estate investing

07:45 What are pilot crash pads 

10:36 How he got his start in real estate investing

11:50 Where is the market at right now

15:36 Disruption is good for self-storage

19:20 Who Is buying from who

21:21 Viking Ad

22:08 Rise 48 Ad

22:37Tyler Longview's portfolio

25:56 How he handles challenges

26:49 Buying multiple properties

32:43 Investor expectations

38:29 Types of development

43:57 Recommended podcast

44:41 Contact

45:03 Aspen Fund Ad

45:46 Vyzer Ad

46:31 Guest Overview

49:52 Outro

50:18 Disclaimer


 
Episode Highlights:

1.  Ryan Gibson, co-founder of Spartan Investment Group and former airline pilot, shares his journey from pilot crash pads to successful self-storage real estate investing and hosting a podcast for high-earning professionals.


2. The episode covers Ryan's experiences with the challenges of financing and selling properties in a fluctuating market and his strategic approach to overcoming those challenges including transparent communication with investors and prioritizing capital preservation.


3. Ryan discusses the intricacies of deal structuring and the benefits of ground-up development in the self-storage industry, highlighting how they manage risks and expectations as detailed in the Private Placement Memorandum.


4. Industry insights reveal that self-storage thrives on disruption and that the market conditions currently favor development projects, amidst issues such as decreased demand due to a slowdown in home sales and moves.


5. The significance of the self-storage market is emphasized with the business still being strong and attractive to investors, despite some portfolios facing struggles.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.


Resources Mentioned:

Contact The Guest:
LinkedIn

Instagram

Facebook

YouTube
 

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

Podcast Recommendations:

Motley Fool Money

The Walker Webcast

All In Podcast


Advertising Partners:

Left Field Investors - BEC

Tribevest

Rise48

Aspen Funds

GSP REI

Spartan Investment Group

Vyzer

]]> 3082 no 146. Inside the Lucrative World of Laundromats With Sam Wilson https://share.transistor.fm/s/7e149b6a Tune in to this episode where we talk with guest Sam Wilson to discuss the profitable world of laundromat investing. Sam recounts his journey from real estate flips to niche investments like laundromats, explaining the cash flow benefits and community impact. Learn how laundromats offer recession-resistant income streams, and listen to Sam's expert tactics for standing out in a traditional industry. Also, hear firsthand about Sam's successful transition away from parking assets. This episode is a must-listen for those interested in diversifying their investment portfolios with alternative, cash-flowing real estate assets. !   About Sam Wilson   Sam, Founder of Bricken Investment Group, hosts a top-rated commercial real estate podcast, with 40K+ monthly downloads and 800 episodes. As an investor for over a decade, he has focused on laundry facilities, aiming to diversify and provide stable returns for himself and his investors. Sam, based in Memphis, TN, holds a business finance degree and a real estate license, emphasizing non-traditional investments for predictable returns.     Here are some power takeaways from today’s conversation:  00:00 The Best Ever Conference 01:31 Tribevest  02:21 Coming Up 02:18 Intro 02:39 Welcome To The Show 03:24 How Sam got Started in Real Estate Investing 04:35 The Evolution of His Real Estate Journey 07:38 How He Timed the Market 10:00 How he Approaches LPs 12:54 His Previous Investments 13:51 Why Laundromats? Why Now? 17:28 Is Multi-Family Affecting Laundromats? 18:31 Aspen Fund 19:15 Rise48 19:49 Can You Expand The Laundromat Market? 21:17 Are Laundromats Similar to Car Washes? 23:09 How Do Laundromats Depreciate? 24:52 The Other Aspects of the Laundromat Business 26:58 Working with Short-Term Rentals 28:14 How LPs Can Invest 31:29 How to Evaluate a Laundromat Operator 33:27 What Metrics should we be Looking at? 34:42 What Does His Competition Look Like? 38:24 www.ellieslaundry.com 38:49 A Great Podcast he Listens to 40:26 Contact Sam 40:56 Thank You For Watching 41:05 Viking Multi-Family 41:43 Steve Suh's Book 42:31 Guest Overview 45:56 Outro 46:21 Disclaimer    This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Bricken Investment Group - https://brickeninvestmentgroup.com/ Email: Sam@brickeninvestmentgroup.com   Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/ Podcast Recommendations: Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Aspen Funds - https://aspenfunds.us/ GSP REI - https://gsprei.com/ Spartan Investment Group - https://spartan-investors.com/ Vyzer - https://vyzer.co/ Sun, 10 Dec 2023 08:00:00 -0000 146. Inside the Lucrative World of Laundromats With Sam Wilson full 146 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Tune in to this episode where we talk with guest Sam Wilson to discuss the profitable world of laundromat investing. Sam recounts his journey from real estate flips to niche investments like laundromats, explaining the cash flow benefits and community impact. Learn how laundromats offer recession-resistant income streams, and listen to Sam's expert tactics for standing out in a traditional industry. Also, hear firsthand about Sam's successful transition away from parking assets. This episode is a must-listen for those interested in diversifying their investment portfolios with alternative, cash-flowing real estate assets. !<br><strong> </strong> </p><p><br></p><p><br></p><p><strong>About Sam Wilson <br> </strong></p><ul><li>Sam, Founder of Bricken Investment Group, hosts a top-rated commercial real estate podcast, with 40K+ monthly downloads and 800 episodes. As an investor for over a decade, he has focused on laundry facilities, aiming to diversify and provide stable returns for himself and his investors. Sam, based in Memphis, TN, holds a business finance degree and a real estate license, emphasizing non-traditional investments for predictable returns.<br><strong> </strong></li></ul><p><strong> </strong> </p><p><br></p><p><br></p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><p> 00:00 The Best Ever Conference</p><p>01:31 Tribevest </p><p>02:21 Coming Up</p><p>02:18 Intro</p><p>02:39 Welcome To The Show</p><p>03:24 How Sam got Started in Real Estate Investing</p><p>04:35 The Evolution of His Real Estate Journey</p><p>07:38 How He Timed the Market</p><p>10:00 How he Approaches LPs</p><p>12:54 His Previous Investments</p><p>13:51 Why Laundromats? Why Now?</p><p>17:28 Is Multi-Family Affecting Laundromats?</p><p>18:31 Aspen Fund</p><p>19:15 Rise48</p><p>19:49 Can You Expand The Laundromat Market?</p><p>21:17 Are Laundromats Similar to Car Washes?</p><p>23:09 How Do Laundromats Depreciate?</p><p>24:52 The Other Aspects of the Laundromat Business</p><p>26:58 Working with Short-Term Rentals</p><p>28:14 How LPs Can Invest</p><p>31:29 How to Evaluate a Laundromat Operator</p><p>33:27 What Metrics should we be Looking at?</p><p>34:42 What Does His Competition Look Like?</p><p>38:24 www.ellieslaundry.com</p><p>38:49 A Great Podcast he Listens to</p><p>40:26 Contact Sam</p><p>40:56 Thank You For Watching</p><p>41:05 Viking Multi-Family</p><p>41:43 Steve Suh's Book</p><p>42:31 Guest Overview</p><p>45:56 Outro</p><p>46:21 Disclaimer </p><p> </p><p><br></p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong>    </p><p><br></p><p><br></p><p> <br><strong> </strong> </p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://brickeninvestmentgroup.com/">Bricken Investment Group - https://brickeninvestmentgroup.com/ </a><a href="https://midloch.com/"><br></a><br></p><p>Email: Sam@brickeninvestmentgroup.com  </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh -  https://www.leftfieldinvestors.com/books/</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast - https://www.walkerdunlop.com/webcasts/<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a> - https://www.leftfieldinvestors.com/bec/</p><p><a href="https://www.tribevest.com/">Tribevest</a> - https://www.tribevest.com/</p><p><a href="https://rise48.com/">Rise48</a> - https://rise48.com/</p><p><a href="https://aspenfunds.us/">Aspen Funds</a> - https://aspenfunds.us/</p><p><a href="https://gsprei.com/">GSP REI</a> - https://gsprei.com/</p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a> - https://spartan-investors.com/</p><p><a href="https://vyzer.co/">Vyzer</a> - https://vyzer.co/</p> Tune in to this episode where we talk with guest Sam Wilson to discuss the profitable world of laundromat investing. Sam recounts his journey from real estate flips to niche investments like laundromats, explaining the cash flow benefits and community impact. Learn how laundromats offer recession-resistant income streams, and listen to Sam's expert tactics for standing out in a traditional industry. Also, hear firsthand about Sam's successful transition away from parking assets. This episode is a must-listen for those interested in diversifying their investment portfolios with alternative, cash-flowing real estate assets. !   About Sam Wilson   Sam, Founder of Bricken Investment Group, hosts a top-rated commercial real estate podcast, with 40K+ monthly downloads and 800 episodes. As an investor for over a decade, he has focused on laundry facilities, aiming to diversify and provide stable returns for himself and his investors. Sam, based in Memphis, TN, holds a business finance degree and a real estate license, emphasizing non-traditional investments for predictable returns.     Here are some power takeaways from today’s conversation:  00:00 The Best Ever Conference 01:31 Tribevest  02:21 Coming Up 02:18 Intro 02:39 Welcome To The Show 03:24 How Sam got Started in Real Estate Investing 04:35 The Evolution of His Real Estate Journey 07:38 How He Timed the Market 10:00 How he Approaches LPs 12:54 His Previous Investments 13:51 Why Laundromats? Why Now? 17:28 Is Multi-Family Affecting Laundromats? 18:31 Aspen Fund 19:15 Rise48 19:49 Can You Expand The Laundromat Market? 21:17 Are Laundromats Similar to Car Washes? 23:09 How Do Laundromats Depreciate? 24:52 The Other Aspects of the Laundromat Business 26:58 Working with Short-Term Rentals 28:14 How LPs Can Invest 31:29 How to Evaluate a Laundromat Operator 33:27 What Metrics should we be Looking at? 34:42 What Does His Competition Look Like? 38:24 www.ellieslaundry.com 38:49 A Great Podcast he Listens to 40:26 Contact Sam 40:56 Thank You For Watching 41:05 Viking Multi-Family 41:43 Steve Suh's Book 42:31 Guest Overview 45:56 Outro 46:21 Disclaimer    This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Resources Mentioned: Bricken Investment Group - https://brickeninvestmentgroup.com/ Email: Sam@brickeninvestmentgroup.com   Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/ Podcast Recommendations: Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/ The Walker Webcast - https://www.walkerdunlop.com/webcasts/ Advertising Partners: Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/ Tribevest - https://www.tribevest.com/ Rise48 - https://rise48.com/ Aspen Funds - https://aspenfunds.us/ GSP REI - https://gsprei.com/ Spartan Investment Group - https://spartan-investors.com/ Vyzer - https://vyzer.co/ Tune in to this episode where we talk with guest Sam Wilson to discuss the profitable world of laundromat investing. Sam recounts his journey from real estate flips to niche investments like laundromats, explaining the cash flow benefits and community impact. Learn how laundromats offer recession-resistant income streams, and listen to Sam's expert tactics for standing out in a traditional industry. Also, hear firsthand about Sam's successful transition away from parking assets. This episode is a must-listen for those interested in diversifying their investment portfolios with alternative, cash-flowing real estate assets. !
  



About Sam Wilson 
 

  • Sam, Founder of Bricken Investment Group, hosts a top-rated commercial real estate podcast, with 40K+ monthly downloads and 800 episodes. As an investor for over a decade, he has focused on laundry facilities, aiming to diversify and provide stable returns for himself and his investors. Sam, based in Memphis, TN, holds a business finance degree and a real estate license, emphasizing non-traditional investments for predictable returns.
     

  



Here are some power takeaways from today’s conversation:

 00:00 The Best Ever Conference

01:31 Tribevest 

02:21 Coming Up

02:18 Intro

02:39 Welcome To The Show

03:24 How Sam got Started in Real Estate Investing

04:35 The Evolution of His Real Estate Journey

07:38 How He Timed the Market

10:00 How he Approaches LPs

12:54 His Previous Investments

13:51 Why Laundromats? Why Now?

17:28 Is Multi-Family Affecting Laundromats?

18:31 Aspen Fund

19:15 Rise48

19:49 Can You Expand The Laundromat Market?

21:17 Are Laundromats Similar to Car Washes?

23:09 How Do Laundromats Depreciate?

24:52 The Other Aspects of the Laundromat Business

26:58 Working with Short-Term Rentals

28:14 How LPs Can Invest

31:29 How to Evaluate a Laundromat Operator

33:27 What Metrics should we be Looking at?

34:42 What Does His Competition Look Like?

38:24 www.ellieslaundry.com

38:49 A Great Podcast he Listens to

40:26 Contact Sam

40:56 Thank You For Watching

41:05 Viking Multi-Family

41:43 Steve Suh's Book

42:31 Guest Overview

45:56 Outro

46:21 Disclaimer 

 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    



 
  

Resources Mentioned:

Bricken Investment Group - https://brickeninvestmentgroup.com/

Email: Sam@brickeninvestmentgroup.com  

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/


Podcast Recommendations:

Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/

The Walker Webcast - https://www.walkerdunlop.com/webcasts/

Advertising Partners:

Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/

Tribevest - https://www.tribevest.com/

Rise48 - https://rise48.com/

Aspen Funds - https://aspenfunds.us/

GSP REI - https://gsprei.com/

Spartan Investment Group - https://spartan-investors.com/

Vyzer - https://vyzer.co/

]]> 2846 no 145. How Midloch Finds Value Through Partnerships with Andy Sinclair https://share.transistor.fm/s/7f1bd867 Want to take a look into an alternative model for investing in commercial real estate? In this episode, we’re joined by Andy Sinclair, CEO and Principal of Midloch Investment Partners, to talk about their unique approach to investing in the Midwest market. Andy explains Midloch's strategy of partnering with local operators through joint ventures, co-GP positions, and preferred equity investments. Learn how they evaluate investment opportunities and vet potential operator partners, and how they find value-add opportunities.  About Andy Sinclair Andy Sinclair, CEO of Midloch Investment Partners, brings over 16 years of experience in commercial real estate. He focuses on Midwest investments, particularly in multifamily and industrial/warehouses through JV partnerships and preferred equity.  Here are some power takeaways from today’s conversation: [04:31] Andy’s journey to becoming an operator  [08:11] The difference between joint ventures, co-GP positions, and preferred equity investments [11:24] What is an anchor investor? [17:26] How LPs can benefit from Midloch [23:19] Midloch's contrarian approach in the smile states [39:44] Reacting to adversity: the true measure of an investor Episode Highlights: [08:11] The Difference Between Joint Ventures, Co-Gp Positions, and Preferred Equity Investments Joint venture (JV) equity: Midloch brings capital to the deal and acts as the anchor investor/majority shareholder. As a real estate operator, they also provide resources to help the property perform better. Co-GP investments: Similar to a JV where Midloch owns the majority stake, but they maintain sole voting rights and control over major decisions like an operator would. Preferred equity: A hybrid investment that is not fully equity or debt. Investors get a preferential dividend like interest payments and a capped annual return, usually around 15%. They are senior to common equity in terms of risk. This fills the "gap financing" need between senior debt and common equity. [11:24] What is an Anchor Investor? An anchor investor is the majority shareholder in a real estate deal, usually owning anywhere from 51% to 95% of the total equity investment. As the anchor investor, they provide the bulk of the capital for the project/property and take on more risk than smaller investors. They have significant control and voting rights over major decisions since they have the largest financial stake in the outcome of the investment. [17:26] How LPs can Benefit from Midloch Diversification - As LPs in Midloch's funds, they get a small pro rata slice of each deal, providing a diversified portfolio across property types, markets, and investment structures. Better deal terms - As the anchor investor on deals, Midloch is able to negotiate better terms like lower management fees, preferred returns, and promote splits than operators could get on their own. These benefits pass to LPs. Resources and governance - Midloch brings additional resources to deals beyond just capital, like relationships, expertise, and oversight/governance. This helps reduce risk for LPs. Stable returns - Midloch aims to produce stable, lower-risk returns through value-add strategies rather than relying solely on appreciation or high-risk moves. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Midloch Investment Partners Email: andy@midloch.com  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Sun, 03 Dec 2023 09:00:00 -0000 145. How Midloch Finds Value Through Partnerships with Andy Sinclair full 145 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Want to take a look into an alternative model for investing in commercial real estate?<strong> </strong>In this episode, we’re joined by Andy Sinclair, CEO and Principal of Midloch Investment Partners, to talk about their unique approach to investing in the Midwest market. Andy explains Midloch's strategy of partnering with local operators through joint ventures, co-GP positions, and preferred equity investments. Learn how they evaluate investment opportunities and vet potential operator partners, and how they find value-add opportunities. </p><p><strong>About Andy Sinclair<br></strong><br></p><ul><li>Andy Sinclair, CEO of Midloch Investment Partners, brings over 16 years of experience in commercial real estate. He focuses on Midwest investments, particularly in multifamily and industrial/warehouses through JV partnerships and preferred equity. <p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:31] Andy’s journey to becoming an operator </p><p>[08:11] The difference between joint ventures, co-GP positions, and preferred equity investments</p><p>[11:24] What is an anchor investor?</p><p>[17:26] How LPs can benefit from Midloch</p><p>[23:19] Midloch's contrarian approach in the smile states</p><p>[39:44] Reacting to adversity: the true measure of an investor</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[08:11] The Difference Between Joint Ventures, Co-Gp Positions, and Preferred Equity Investments<br></strong><br></p><ul><li><strong><br>Joint venture (JV) equity: </strong>Midloch brings capital to the deal and acts as the anchor investor/majority shareholder. As a real estate operator, they also provide resources to help the property perform better.<p></p></li><li><strong><br>Co-GP investments: </strong>Similar to a JV where Midloch owns the majority stake, but they maintain sole voting rights and control over major decisions like an operator would.</li><li><strong><br>Preferred equity: </strong>A hybrid investment that is not fully equity or debt. Investors get a preferential dividend like interest payments and a capped annual return, usually around 15%. They are senior to common equity in terms of risk. This fills the "gap financing" need between senior debt and common equity.<p></p></li></ul><p><strong><br>[11:24] What is an Anchor Investor?<br></strong><br></p><p>An anchor investor is the majority shareholder in a real estate deal, usually owning anywhere from 51% to 95% of the total equity investment. As the anchor investor, they provide the bulk of the capital for the project/property and take on more risk than smaller investors. They have significant control and voting rights over major decisions since they have the largest financial stake in the outcome of the investment.</p><p><strong><br>[17:26] How LPs can Benefit from Midloch<br></strong><br></p><ol><li><strong><br>Diversification </strong>- As LPs in Midloch's funds, they get a small pro rata slice of each deal, providing a diversified portfolio across property types, markets, and investment structures.<p></p></li><li><strong><br>Better deal terms</strong> - As the anchor investor on deals, Midloch is able to negotiate better terms like lower management fees, preferred returns, and promote splits than operators could get on their own. These benefits pass to LPs.</li><li><strong><br>Resources and governance</strong> - Midloch brings additional resources to deals beyond just capital, like relationships, expertise, and oversight/governance. This helps reduce risk for LPs.</li><li><strong><br>Stable returns</strong> - Midloch aims to produce stable, lower-risk returns through value-add strategies rather than relying solely on appreciation or high-risk moves.<p></p></li></ol><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://midloch.com/">Midloch Investment Partners<br></a><br></p><p>Email: <a href="mailto:andy@midloch.com">andy@midloch.com</a> </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.fool.com/podcasts/motley-fool-money/">Motley Fool Money<br></a><br></p><p><a href="https://www.walkerdunlop.com/webcasts/">The Walker Webcast<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Want to take a look into an alternative model for investing in commercial real estate? In this episode, we’re joined by Andy Sinclair, CEO and Principal of Midloch Investment Partners, to talk about their unique approach to investing in the Midwest market. Andy explains Midloch's strategy of partnering with local operators through joint ventures, co-GP positions, and preferred equity investments. Learn how they evaluate investment opportunities and vet potential operator partners, and how they find value-add opportunities.  About Andy Sinclair Andy Sinclair, CEO of Midloch Investment Partners, brings over 16 years of experience in commercial real estate. He focuses on Midwest investments, particularly in multifamily and industrial/warehouses through JV partnerships and preferred equity.  Here are some power takeaways from today’s conversation: [04:31] Andy’s journey to becoming an operator  [08:11] The difference between joint ventures, co-GP positions, and preferred equity investments [11:24] What is an anchor investor? [17:26] How LPs can benefit from Midloch [23:19] Midloch's contrarian approach in the smile states [39:44] Reacting to adversity: the true measure of an investor Episode Highlights: [08:11] The Difference Between Joint Ventures, Co-Gp Positions, and Preferred Equity Investments Joint venture (JV) equity: Midloch brings capital to the deal and acts as the anchor investor/majority shareholder. As a real estate operator, they also provide resources to help the property perform better. Co-GP investments: Similar to a JV where Midloch owns the majority stake, but they maintain sole voting rights and control over major decisions like an operator would. Preferred equity: A hybrid investment that is not fully equity or debt. Investors get a preferential dividend like interest payments and a capped annual return, usually around 15%. They are senior to common equity in terms of risk. This fills the "gap financing" need between senior debt and common equity. [11:24] What is an Anchor Investor? An anchor investor is the majority shareholder in a real estate deal, usually owning anywhere from 51% to 95% of the total equity investment. As the anchor investor, they provide the bulk of the capital for the project/property and take on more risk than smaller investors. They have significant control and voting rights over major decisions since they have the largest financial stake in the outcome of the investment. [17:26] How LPs can Benefit from Midloch Diversification - As LPs in Midloch's funds, they get a small pro rata slice of each deal, providing a diversified portfolio across property types, markets, and investment structures. Better deal terms - As the anchor investor on deals, Midloch is able to negotiate better terms like lower management fees, preferred returns, and promote splits than operators could get on their own. These benefits pass to LPs. Resources and governance - Midloch brings additional resources to deals beyond just capital, like relationships, expertise, and oversight/governance. This helps reduce risk for LPs. Stable returns - Midloch aims to produce stable, lower-risk returns through value-add strategies rather than relying solely on appreciation or high-risk moves. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Midloch Investment Partners Email: andy@midloch.com  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: Motley Fool Money The Walker Webcast Advertising Partners: Left Field Investors - BEC Tribevest Rise48 Aspen Funds GSP REI Spartan Investment Group Vyzer Want to take a look into an alternative model for investing in commercial real estate? In this episode, we’re joined by Andy Sinclair, CEO and Principal of Midloch Investment Partners, to talk about their unique approach to investing in the Midwest market. Andy explains Midloch's strategy of partnering with local operators through joint ventures, co-GP positions, and preferred equity investments. Learn how they evaluate investment opportunities and vet potential operator partners, and how they find value-add opportunities. 

About Andy Sinclair

  • Andy Sinclair, CEO of Midloch Investment Partners, brings over 16 years of experience in commercial real estate. He focuses on Midwest investments, particularly in multifamily and industrial/warehouses through JV partnerships and preferred equity. 


Here are some power takeaways from today’s conversation:

[04:31] Andy’s journey to becoming an operator 

[08:11] The difference between joint ventures, co-GP positions, and preferred equity investments

[11:24] What is an anchor investor?

[17:26] How LPs can benefit from Midloch

[23:19] Midloch's contrarian approach in the smile states

[39:44] Reacting to adversity: the true measure of an investor


Episode Highlights:

[08:11] The Difference Between Joint Ventures, Co-Gp Positions, and Preferred Equity Investments


  • Joint venture (JV) equity:     Midloch brings capital to the deal and acts as the anchor investor/majority shareholder. As a real estate operator, they also provide resources to help the property perform better.



  • Co-GP investments:     Similar to a JV where Midloch owns the majority stake, but they maintain sole voting rights and control over major decisions like an operator would.

  • Preferred equity:     A hybrid investment that is not fully equity or debt. Investors get a preferential dividend like interest payments and a capped annual return, usually around 15%. They are senior to common equity in terms of risk. This fills the "gap financing" need between senior debt and common equity.



[11:24] What is an Anchor Investor?

An anchor investor is the majority shareholder in a real estate deal, usually owning anywhere from 51% to 95% of the total equity investment. As the anchor investor, they provide the bulk of the capital for the project/property and take on more risk than smaller investors. They have significant control and voting rights over major decisions since they have the largest financial stake in the outcome of the investment.


[17:26] How LPs can Benefit from Midloch


  1. Diversification     - As LPs in Midloch's funds, they get a small pro rata slice of each deal, providing a diversified portfolio across property types, markets, and investment structures.



  2. Better deal terms     - As the anchor investor on deals, Midloch is able to negotiate better terms like lower management fees, preferred returns, and promote splits than operators could get on their own. These benefits pass to LPs.

  3. Resources and governance     - Midloch brings additional resources to deals beyond just capital, like relationships, expertise, and oversight/governance. This helps reduce risk for LPs.

  4. Stable returns     - Midloch aims to produce stable, lower-risk returns through value-add strategies rather than relying solely on appreciation or high-risk moves.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Midloch Investment Partners

Email: andy@midloch.com 

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Podcast Recommendations:

Motley Fool Money

The Walker Webcast

Advertising Partners:

Left Field Investors - BEC

Tribevest

Rise48

Aspen Funds

GSP REI

Spartan Investment Group

Vyzer

]]> 3020 no 144. Focusing on Operations: Jered Sturm's Approach to Value Creation https://share.transistor.fm/s/cb7bc50b Discover the secrets of multifamily investing with SNS Capital Group's Jered Sturm. Gain valuable insights into their hands-on approach to property management and increasing NOI. Jered also shares tips for passive investors on evaluating sponsors and navigating economic changes.  About Jered Sturm Jered Sturm is the CEO and co-founder of SNS Capital Group, a multifamily owner, operator, and syndicator focused on the Cincinnati, Ohio market. Over the past 16 years, Jered and SNS Capital Group have acquired over 1,300 multifamily units in Cincinnati through syndication and value-add investing in distressed properties. Here are some power takeaways from today’s conversation: [04:36] Real estate investing journey from maintenance tech to multifamily syndicator [08:57] Understanding the core competencies of syndication sponsors [13:30] How to figure out the sponsor’s core competency [15:24] What it means to be a good operator [18:28] The pros and cons of being in on Emarket and one asset class [19:48] The importance of effective quality property management [21:03] The concept of forced value [27:13] Handling poor management issues [33:47] Investment strategies and debt management Episode Highlights: [08:57] Understanding a Sponsor's Core Competency: Keys to Evaluating a Syndication Firm's True Strengths When evaluating a syndication sponsor, it's important to understand their core competencies - what they are truly best at. Some key things discussed in this episode include: Operations vs sales/marketing - The sponsor's background can provide clues. For example, experience in property management vs capital raising firms. Track record of performance - Has the sponsor proven success creating value through their claimed core competency over multiple deals and market cycles? Culture and people - Are employees happy and retained long-term, indicating a strong operational culture? Google reviews can provide insights. Debt strategy - How the sponsor finances deals reveals their risk tolerance and ability to weather downturns. Fixed-rate debt provides more predictable cash flows. Market focus - Narrow geographic and asset class focus allows deep local expertise but lacks diversification. The best way for passive investors to evaluate a sponsor's core competency is by verifying their claims - speaking to previous investors, reviewing property performance, and ensuring philosophies align. This due diligence helps identify sponsors truly skilled in value creation versus those relying on sales/marketing abilities. [15:25] What Makes a Good Operator A good multifamily operator has a proven ability to maximize property performance through hands-on management focused on tenant satisfaction, continuous expense optimization, and value-added renovations. They leverage deep local market expertise, a results-oriented culture, and data-driven methods to consistently drive occupancy, rents and NOI higher than industry peers. This hands-on, performance-focused approach is demonstrated through a track record of acquiring distressed assets and creating significant forced appreciation through superior property management and operational efficiencies. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: www.snscapitalgroup.com  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Use this for book links: https://www.leftfieldinvestors.com/books/  Podcast Recommendations: Huberman Lab Podcast Advertising Partners: Left Field Investors - BEC Tribevest Aspen Funds Rise48 Vyzer Sun, 26 Nov 2023 08:00:00 -0000 144. Focusing on Operations: Jered Sturm's Approach to Value Creation full 144 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Discover the secrets of multifamily investing with SNS Capital Group's Jered Sturm. Gain valuable insights into their hands-on approach to property management and increasing NOI. Jered also shares tips for passive investors on evaluating sponsors and navigating economic changes. </p><p><strong>About Jered Sturm<br></strong><br></p><p>Jered Sturm is the CEO and co-founder of SNS Capital Group, a multifamily owner, operator, and syndicator focused on the Cincinnati, Ohio market. Over the past 16 years, Jered and SNS Capital Group have acquired over 1,300 multifamily units in Cincinnati through syndication and value-add investing in distressed properties.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:36] Real estate investing journey from maintenance tech to multifamily syndicator</p><p>[08:57] Understanding the core competencies of syndication sponsors</p><p>[13:30] How to figure out the sponsor’s core competency</p><p>[15:24] What it means to be a good operator</p><p>[18:28] The pros and cons of being in on Emarket and one asset class</p><p>[19:48] The importance of effective quality property management</p><p>[21:03] The concept of forced value</p><p>[27:13] Handling poor management issues</p><p>[33:47] Investment strategies and debt management</p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[08:57] Understanding a Sponsor's Core Competency: Keys to Evaluating a Syndication Firm's True Strengths<br></strong><br></p><p>When evaluating a syndication sponsor, it's important to understand their core competencies - what they are truly best at. Some key things discussed in this episode include:</p><ul><li><strong><br>Operations vs sales/marketing </strong>- The sponsor's background can provide clues. For example, experience in property management vs capital raising firms.</li><li><strong>Track record of performance </strong>- Has the sponsor proven success creating value through their claimed core competency over multiple deals and market cycles?</li><li><strong>Culture and people</strong> - Are employees happy and retained long-term, indicating a strong operational culture? Google reviews can provide insights.</li><li><strong>Debt strategy </strong>- How the sponsor finances deals reveals their risk tolerance and ability to weather downturns. Fixed-rate debt provides more predictable cash flows.</li><li><strong>Market focus</strong> - Narrow geographic and asset class focus allows deep local expertise but lacks diversification.<p></p></li></ul><p>The best way for passive investors to evaluate a sponsor's core competency is by verifying their claims - speaking to previous investors, reviewing property performance, and ensuring philosophies align. This due diligence helps identify sponsors truly skilled in value creation versus those relying on sales/marketing abilities.</p><p><strong>[15:25] What Makes a Good Operator<br></strong><br></p><p>A good multifamily operator has a proven ability to maximize property performance through hands-on management focused on tenant satisfaction, continuous expense optimization, and value-added renovations. They leverage deep local market expertise, a results-oriented culture, and data-driven methods to consistently drive occupancy, rents and NOI higher than industry peers. This hands-on, performance-focused approach is demonstrated through a track record of acquiring distressed assets and creating significant forced appreciation through superior property management and operational efficiencies.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="http://www.snscapitalgroup.com">www.snscapitalgroup.com</a> </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p>Use this for book links: <a href="https://www.leftfieldinvestors.com/books/">https://www.leftfieldinvestors.com/books/</a> </p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.hubermanlab.com/podcast">Huberman Lab Podcast</a></p><p><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Discover the secrets of multifamily investing with SNS Capital Group's Jered Sturm. Gain valuable insights into their hands-on approach to property management and increasing NOI. Jered also shares tips for passive investors on evaluating sponsors and navigating economic changes.  About Jered Sturm Jered Sturm is the CEO and co-founder of SNS Capital Group, a multifamily owner, operator, and syndicator focused on the Cincinnati, Ohio market. Over the past 16 years, Jered and SNS Capital Group have acquired over 1,300 multifamily units in Cincinnati through syndication and value-add investing in distressed properties. Here are some power takeaways from today’s conversation: [04:36] Real estate investing journey from maintenance tech to multifamily syndicator [08:57] Understanding the core competencies of syndication sponsors [13:30] How to figure out the sponsor’s core competency [15:24] What it means to be a good operator [18:28] The pros and cons of being in on Emarket and one asset class [19:48] The importance of effective quality property management [21:03] The concept of forced value [27:13] Handling poor management issues [33:47] Investment strategies and debt management Episode Highlights: [08:57] Understanding a Sponsor's Core Competency: Keys to Evaluating a Syndication Firm's True Strengths When evaluating a syndication sponsor, it's important to understand their core competencies - what they are truly best at. Some key things discussed in this episode include: Operations vs sales/marketing - The sponsor's background can provide clues. For example, experience in property management vs capital raising firms. Track record of performance - Has the sponsor proven success creating value through their claimed core competency over multiple deals and market cycles? Culture and people - Are employees happy and retained long-term, indicating a strong operational culture? Google reviews can provide insights. Debt strategy - How the sponsor finances deals reveals their risk tolerance and ability to weather downturns. Fixed-rate debt provides more predictable cash flows. Market focus - Narrow geographic and asset class focus allows deep local expertise but lacks diversification. The best way for passive investors to evaluate a sponsor's core competency is by verifying their claims - speaking to previous investors, reviewing property performance, and ensuring philosophies align. This due diligence helps identify sponsors truly skilled in value creation versus those relying on sales/marketing abilities. [15:25] What Makes a Good Operator A good multifamily operator has a proven ability to maximize property performance through hands-on management focused on tenant satisfaction, continuous expense optimization, and value-added renovations. They leverage deep local market expertise, a results-oriented culture, and data-driven methods to consistently drive occupancy, rents and NOI higher than industry peers. This hands-on, performance-focused approach is demonstrated through a track record of acquiring distressed assets and creating significant forced appreciation through superior property management and operational efficiencies. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: www.snscapitalgroup.com  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Use this for book links: https://www.leftfieldinvestors.com/books/  Podcast Recommendations: Huberman Lab Podcast Advertising Partners: Left Field Investors - BEC Tribevest Aspen Funds Rise48 Vyzer Discover the secrets of multifamily investing with SNS Capital Group's Jered Sturm. Gain valuable insights into their hands-on approach to property management and increasing NOI. Jered also shares tips for passive investors on evaluating sponsors and navigating economic changes. 

About Jered Sturm

Jered Sturm is the CEO and co-founder of SNS Capital Group, a multifamily owner, operator, and syndicator focused on the Cincinnati, Ohio market. Over the past 16 years, Jered and SNS Capital Group have acquired over 1,300 multifamily units in Cincinnati through syndication and value-add investing in distressed properties.

Here are some power takeaways from today’s conversation:

[04:36] Real estate investing journey from maintenance tech to multifamily syndicator

[08:57] Understanding the core competencies of syndication sponsors

[13:30] How to figure out the sponsor’s core competency

[15:24] What it means to be a good operator

[18:28] The pros and cons of being in on Emarket and one asset class

[19:48] The importance of effective quality property management

[21:03] The concept of forced value

[27:13] Handling poor management issues

[33:47] Investment strategies and debt management

Episode Highlights:

[08:57] Understanding a Sponsor's Core Competency: Keys to Evaluating a Syndication Firm's True Strengths

When evaluating a syndication sponsor, it's important to understand their core competencies - what they are truly best at. Some key things discussed in this episode include:


  • Operations vs sales/marketing     - The sponsor's background can provide clues. For example, experience in property management vs capital raising firms.
  • Track record of performance - Has the sponsor proven success creating value through their claimed core competency over multiple deals and market cycles?
  • Culture and people - Are employees happy and retained long-term, indicating a strong operational culture? Google reviews can provide insights.
  • Debt strategy - How the sponsor finances deals reveals their risk tolerance and ability to weather downturns. Fixed-rate debt provides more predictable cash flows.
  • Market focus - Narrow geographic and asset class focus allows deep local expertise but lacks diversification.


The best way for passive investors to evaluate a sponsor's core competency is by verifying their claims - speaking to previous investors, reviewing property performance, and ensuring philosophies align. This due diligence helps identify sponsors truly skilled in value creation versus those relying on sales/marketing abilities.

[15:25] What Makes a Good Operator

A good multifamily operator has a proven ability to maximize property performance through hands-on management focused on tenant satisfaction, continuous expense optimization, and value-added renovations. They leverage deep local market expertise, a results-oriented culture, and data-driven methods to consistently drive occupancy, rents and NOI higher than industry peers. This hands-on, performance-focused approach is demonstrated through a track record of acquiring distressed assets and creating significant forced appreciation through superior property management and operational efficiencies.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

www.snscapitalgroup.com 

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Use this for book links: https://www.leftfieldinvestors.com/books/ 

Podcast Recommendations:

Huberman Lab Podcast


Advertising Partners:

Left Field Investors - BEC

Tribevest

Aspen Funds

Rise48

Vyzer

]]> 2769 no 143. The Power of Cash Flow Investing with Charles Carillo https://share.transistor.fm/s/87bd12fa Wondering why you should avoid investing in D-class properties? Charles Carillo explains the challenges and risks associated with these properties. From ongoing tenant issues to higher maintenance costs, D-class properties require intensive management. Plus, Charles explains why you need to prioritize cash flowing properties that maintain their value even during market fluctuations. It's all about weathering the storm! About Charles Carillo Charles Carillo, the managing partner of Harborside Partners, is an experienced real estate investor with a $200 million investment track record. Inspired by his father's involvement in multifamily properties, Charles began investing himself in 2006 and has since grown his portfolio with multifamily and mixed-use properties. He also hosts The Global Investors podcast, where he interviews other real estate professionals. Here are some power takeaways from today’s conversation: [04:17] Charles’ real estate investing journey [07:36] What you need to know when dealing with D-class properties [11:00] Real estate investing strategies and dealing with market changes [16:39] Adapting debt structures [20:01] What makes cash flow in real estate so desirable [32:41] Capital calls in real estate investing [35:42] Evaluating real estate syndicators Episode Highlights: [07:36] Why Avoid Investing in D-Class Properties When dealing with D-class properties, expect ongoing tenant issues, higher maintenance costs, and declining neighborhoods. Financing can be difficult, and intensive management is required. Long-term appreciation may be limited in these areas. To mitigate potential risks, it is crucial to invest in higher-quality properties and adopt a conservative approach to financing. By doing so, investors can navigate these challenges and make sound investment decisions. [20:01] The Power of Cash Flow From Real Estate Cash flow from real estate is highly desirable for several reasons. Firstly, it ensures the self-sufficiency and resilience of properties, enabling them to withstand economic downturns. Additionally, cash flow provides a consistent income stream, appealing to investors seeking reliable returns. Furthermore, properties with positive cash flow can be held long-term, benefiting from appreciation over time and generating capital gains. Moreover, cash flowing deals are less risky than those relying solely on appreciation, as tenant income provides greater security. Lastly, cash flow affords operators the flexibility to sell based on market conditions, maximizing sale proceeds. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Harborside Partners Global Investors podcast LinkedIn: @charlescarillo Use this for book links: https://www.leftfieldinvestors.com/books/  Podcast Recommendations: Macro Voices Podcast Advertising Partners: Left Field Investors - BEC Tribevest GSP REI Spartan Investment Group Rise48 Aspen Funds Sun, 19 Nov 2023 08:00:00 -0000 143. The Power of Cash Flow Investing with Charles Carillo full 143 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Wondering why you should avoid investing in D-class properties? Charles Carillo explains the challenges and risks associated with these properties. From ongoing tenant issues to higher maintenance costs, D-class properties require intensive management. Plus, Charles explains why you need to prioritize cash flowing properties that maintain their value even during market fluctuations. It's all about weathering the storm!</p><p><strong>About Charles Carillo<br></strong><br></p><ul><li>Charles Carillo, the managing partner of Harborside Partners, is an experienced real estate investor with a $200 million investment track record. Inspired by his father's involvement in multifamily properties, Charles began investing himself in 2006 and has since grown his portfolio with multifamily and mixed-use properties. He also hosts The Global Investors podcast, where he interviews other real estate professionals.<p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:17] Charles’ real estate investing journey</p><p>[07:36] What you need to know when dealing with D-class properties</p><p>[11:00] Real estate investing strategies and dealing with market changes</p><p>[16:39] Adapting debt structures</p><p>[20:01] What makes cash flow in real estate so desirable</p><p>[32:41] Capital calls in real estate investing</p><p>[35:42] Evaluating real estate syndicators</p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[07:36] Why Avoid Investing in D-Class Properties<br></strong><br></p><p>When dealing with D-class properties, expect ongoing tenant issues, higher maintenance costs, and declining neighborhoods. Financing can be difficult, and intensive management is required. Long-term appreciation may be limited in these areas. To mitigate potential risks, it is crucial to invest in higher-quality properties and adopt a conservative approach to financing. By doing so, investors can navigate these challenges and make sound investment decisions.</p><p><strong>[20:01] The Power of Cash Flow From Real Estate<br></strong><br></p><ul><li>Cash flow from real estate is highly desirable for several reasons. Firstly, it ensures the self-sufficiency and resilience of properties, enabling them to withstand economic downturns. Additionally, cash flow provides a consistent income stream, appealing to investors seeking reliable returns. Furthermore, properties with positive cash flow can be held long-term, benefiting from appreciation over time and generating capital gains. Moreover, cash flowing deals are less risky than those relying solely on appreciation, as tenant income provides greater security. Lastly, cash flow affords operators the flexibility to sell based on market conditions, maximizing sale proceeds.<p></p></li></ul><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://harborsidepartners.com/">Harborside Partners<br></a><br></p><p><a href="https://podcasts.apple.com/us/podcast/global-investors-passive-investing-in-u-s-real-estate/id1478632257">Global Investors podcast<br></a><br></p><p>LinkedIn: <a href="https://ph.linkedin.com/in/charles-carillo-458962275">@charlescarillo<br></a><br></p><p>Use this for book links: <a href="https://www.leftfieldinvestors.com/books/">https://www.leftfieldinvestors.com/books/</a> </p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.macrovoices.com/">Macro Voices Podcast</a></p><p><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/bec/">Left Field Investors - BEC</a></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p> Wondering why you should avoid investing in D-class properties? Charles Carillo explains the challenges and risks associated with these properties. From ongoing tenant issues to higher maintenance costs, D-class properties require intensive management. Plus, Charles explains why you need to prioritize cash flowing properties that maintain their value even during market fluctuations. It's all about weathering the storm! About Charles Carillo Charles Carillo, the managing partner of Harborside Partners, is an experienced real estate investor with a $200 million investment track record. Inspired by his father's involvement in multifamily properties, Charles began investing himself in 2006 and has since grown his portfolio with multifamily and mixed-use properties. He also hosts The Global Investors podcast, where he interviews other real estate professionals. Here are some power takeaways from today’s conversation: [04:17] Charles’ real estate investing journey [07:36] What you need to know when dealing with D-class properties [11:00] Real estate investing strategies and dealing with market changes [16:39] Adapting debt structures [20:01] What makes cash flow in real estate so desirable [32:41] Capital calls in real estate investing [35:42] Evaluating real estate syndicators Episode Highlights: [07:36] Why Avoid Investing in D-Class Properties When dealing with D-class properties, expect ongoing tenant issues, higher maintenance costs, and declining neighborhoods. Financing can be difficult, and intensive management is required. Long-term appreciation may be limited in these areas. To mitigate potential risks, it is crucial to invest in higher-quality properties and adopt a conservative approach to financing. By doing so, investors can navigate these challenges and make sound investment decisions. [20:01] The Power of Cash Flow From Real Estate Cash flow from real estate is highly desirable for several reasons. Firstly, it ensures the self-sufficiency and resilience of properties, enabling them to withstand economic downturns. Additionally, cash flow provides a consistent income stream, appealing to investors seeking reliable returns. Furthermore, properties with positive cash flow can be held long-term, benefiting from appreciation over time and generating capital gains. Moreover, cash flowing deals are less risky than those relying solely on appreciation, as tenant income provides greater security. Lastly, cash flow affords operators the flexibility to sell based on market conditions, maximizing sale proceeds. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Harborside Partners Global Investors podcast LinkedIn: @charlescarillo Use this for book links: https://www.leftfieldinvestors.com/books/  Podcast Recommendations: Macro Voices Podcast Advertising Partners: Left Field Investors - BEC Tribevest GSP REI Spartan Investment Group Rise48 Aspen Funds Wondering why you should avoid investing in D-class properties? Charles Carillo explains the challenges and risks associated with these properties. From ongoing tenant issues to higher maintenance costs, D-class properties require intensive management. Plus, Charles explains why you need to prioritize cash flowing properties that maintain their value even during market fluctuations. It's all about weathering the storm!

About Charles Carillo

  • Charles Carillo, the managing partner of Harborside Partners, is an experienced real estate investor with a $200 million investment track record. Inspired by his father's involvement in multifamily properties, Charles began investing himself in 2006 and has since grown his portfolio with multifamily and mixed-use properties. He also hosts The Global Investors podcast, where he interviews other real estate professionals.


Here are some power takeaways from today’s conversation:

[04:17] Charles’ real estate investing journey

[07:36] What you need to know when dealing with D-class properties

[11:00] Real estate investing strategies and dealing with market changes

[16:39] Adapting debt structures

[20:01] What makes cash flow in real estate so desirable

[32:41] Capital calls in real estate investing

[35:42] Evaluating real estate syndicators

Episode Highlights:

[07:36] Why Avoid Investing in D-Class Properties

When dealing with D-class properties, expect ongoing tenant issues, higher maintenance costs, and declining neighborhoods. Financing can be difficult, and intensive management is required. Long-term appreciation may be limited in these areas. To mitigate potential risks, it is crucial to invest in higher-quality properties and adopt a conservative approach to financing. By doing so, investors can navigate these challenges and make sound investment decisions.

[20:01] The Power of Cash Flow From Real Estate

  • Cash flow from real estate is highly desirable for several reasons. Firstly, it ensures the self-sufficiency and resilience of properties, enabling them to withstand economic downturns. Additionally, cash flow provides a consistent income stream, appealing to investors seeking reliable returns. Furthermore, properties with positive cash flow can be held long-term, benefiting from appreciation over time and generating capital gains. Moreover, cash flowing deals are less risky than those relying solely on appreciation, as tenant income provides greater security. Lastly, cash flow affords operators the flexibility to sell based on market conditions, maximizing sale proceeds.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Harborside Partners

Global Investors podcast

LinkedIn: @charlescarillo

Use this for book links: https://www.leftfieldinvestors.com/books/ 

Podcast Recommendations:

Macro Voices Podcast


Advertising Partners:

Left Field Investors - BEC

Tribevest

GSP REI

Spartan Investment Group

Rise48

Aspen Funds

]]> 2971 no 142. The Importance of Asset Management with Gary Lipsky https://share.transistor.fm/s/9aa62343 If you're interested in learning from experienced operators, this is an episode you'll want to listen to. Multifamily syndicator Gary Lipsky provides a lot of practical advice for both passive investors and those looking to syndicate deals. Having done over $250 million in real estate deals, Gary shares great insights into asset management, a critical but often overlooked part of deal performance. Gary discusses how he actively manages his properties to hit financial targets and extract maximum value. About Gary Lipsky Gary Lipsky, president of Break of Day Capital, has successfully completed over $250 million in real estate transactions as a multifamily syndicator. Starting in 2002 with his family's first house, which he turned into a rental property when they moved, Gary gradually ventured into single-family rentals before transitioning to real estate full-time in 2016. With a focus on value-add multifamily deals in Phoenix and Tucson, he averages around four deals per year, including his first syndicated deal, a 42-unit apartment complex in Tucson, Arizona. Here are some power takeaways from today’s conversation: [06:54] Gary’s real estate investing journey [11:03] Defining roles: asset managers versus operators [15:55] The challenges of asset management [18:56] How LPs (Limited partners) should evaluate their asset management approach [33:42] How strategic investments in Tucson yielded remarkable returns [40:33] Real estate investing with a focus on asset management Episode Highlights: [15:55] The Challenges of Asset Management In the realm of asset management, the landscape has become increasingly challenging. With loan covenants becoming stricter than ever, it is crucial to have a comprehensive understanding of aspects like earnouts and penalties. The reporting process for loan covenants has also become more time-consuming, demanding significant resources. Failing to execute the business plan can lead to complications such as cash calls or capital calls, putting the overall performance at risk. It is crucial to allocate resources effectively and ensure adherence to loan covenants to maintain a high level of success in asset management. [19:04] How LPs Should Evaluate Deals Here are some key things Limited Partners (LPs) should do to properly evaluate deals: Ask who specifically is the asset manager and if they can be part of the interview process. The asset manager is critical for deal performance. Inquire about the asset manager's typical day-to-day responsibilities and the number of properties they oversee. Fewer is better. Request to see the dashboard of Key Performance Indicators (KPIs) that are tracked and how often the sponsor checks in on them. Find out how frequently the asset manager communicates with property management and visits each property in person. More contact is better. Ask what questions the sponsor asks property management during check-ins to ensure they are executing the business plan. Determine how transparent the sponsor is about sharing actual property performance versus budgets. Any variations should be explained. Thoroughly vet the sponsor's communication approach, especially during challenges, to ensure they are responsive. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Break of Day Capital Real Estate Investor Podcast Podcast Recommendations: Driven By Insight Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Advertising Partners: Tribevest Rise48 Aspen Funds GSP REI Vyzer Sun, 12 Nov 2023 09:00:00 -0000 142. The Importance of Asset Management with Gary Lipsky full 142 PassivePockets, Jim Pfeifer, and Left Field Investors <p>If you're interested in learning from experienced operators, this is an episode you'll want to listen to. Multifamily syndicator Gary Lipsky provides a lot of practical advice for both passive investors and those looking to syndicate deals. Having done over $250 million in real estate deals, Gary shares great insights into asset management, a critical but often overlooked part of deal performance. Gary discusses how he actively manages his properties to hit financial targets and extract maximum value.</p><p><strong>About Gary Lipsky<br></strong><br></p><ul><li>Gary Lipsky, president of Break of Day Capital, has successfully completed over $250 million in real estate transactions as a multifamily syndicator. Starting in 2002 with his family's first house, which he turned into a rental property when they moved, Gary gradually ventured into single-family rentals before transitioning to real estate full-time in 2016. With a focus on value-add multifamily deals in Phoenix and Tucson, he averages around four deals per year, including his first syndicated deal, a 42-unit apartment complex in Tucson, Arizona.<p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[06:54] Gary’s real estate investing journey</p><p>[11:03] Defining roles: asset managers versus operators</p><p>[15:55] The challenges of asset management</p><p>[18:56] How LPs (Limited partners) should evaluate their asset management approach</p><p>[33:42] How strategic investments in Tucson yielded remarkable returns</p><p>[40:33] Real estate investing with a focus on asset management</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[15:55] The Challenges of Asset Management<br></strong><br></p><p>In the realm of asset management, the landscape has become increasingly challenging. With loan covenants becoming stricter than ever, it is crucial to have a comprehensive understanding of aspects like earnouts and penalties. The reporting process for loan covenants has also become more time-consuming, demanding significant resources. Failing to execute the business plan can lead to complications such as cash calls or capital calls, putting the overall performance at risk. It is crucial to allocate resources effectively and ensure adherence to loan covenants to maintain a high level of success in asset management.</p><p><strong>[19:04] How LPs Should Evaluate Deals<br></strong><br></p><p>Here are some key things Limited Partners (LPs) should do to properly evaluate deals:</p><ul><li>Ask who specifically is the asset manager and if they can be part of the interview process. The asset manager is critical for deal performance.</li><li>Inquire about the asset manager's typical day-to-day responsibilities and the number of properties they oversee. Fewer is better.</li><li>Request to see the dashboard of Key Performance Indicators (KPIs) that are tracked and how often the sponsor checks in on them.</li><li>Find out how frequently the asset manager communicates with property management and visits each property in person. More contact is better.</li><li>Ask what questions the sponsor asks property management during check-ins to ensure they are executing the business plan.</li><li>Determine how transparent the sponsor is about sharing actual property performance versus budgets. Any variations should be explained.</li><li>Thoroughly vet the sponsor's communication approach, especially during challenges, to ensure they are responsive.<p></p></li></ul><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><ul><li><a href="https://breakofdaycapital.com/">Break of Day Capital<br></a><br></li></ul><p><a href="https://podcasts.apple.com/us/podcast/real-estate-investor-podcast/id1548784535">Real Estate Investor Podcast<br></a><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://explore.walkerdunlop.com/driven-by-insight-podcast">Driven By Insight</a></p><p><br></p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> If you're interested in learning from experienced operators, this is an episode you'll want to listen to. Multifamily syndicator Gary Lipsky provides a lot of practical advice for both passive investors and those looking to syndicate deals. Having done over $250 million in real estate deals, Gary shares great insights into asset management, a critical but often overlooked part of deal performance. Gary discusses how he actively manages his properties to hit financial targets and extract maximum value. About Gary Lipsky Gary Lipsky, president of Break of Day Capital, has successfully completed over $250 million in real estate transactions as a multifamily syndicator. Starting in 2002 with his family's first house, which he turned into a rental property when they moved, Gary gradually ventured into single-family rentals before transitioning to real estate full-time in 2016. With a focus on value-add multifamily deals in Phoenix and Tucson, he averages around four deals per year, including his first syndicated deal, a 42-unit apartment complex in Tucson, Arizona. Here are some power takeaways from today’s conversation: [06:54] Gary’s real estate investing journey [11:03] Defining roles: asset managers versus operators [15:55] The challenges of asset management [18:56] How LPs (Limited partners) should evaluate their asset management approach [33:42] How strategic investments in Tucson yielded remarkable returns [40:33] Real estate investing with a focus on asset management Episode Highlights: [15:55] The Challenges of Asset Management In the realm of asset management, the landscape has become increasingly challenging. With loan covenants becoming stricter than ever, it is crucial to have a comprehensive understanding of aspects like earnouts and penalties. The reporting process for loan covenants has also become more time-consuming, demanding significant resources. Failing to execute the business plan can lead to complications such as cash calls or capital calls, putting the overall performance at risk. It is crucial to allocate resources effectively and ensure adherence to loan covenants to maintain a high level of success in asset management. [19:04] How LPs Should Evaluate Deals Here are some key things Limited Partners (LPs) should do to properly evaluate deals: Ask who specifically is the asset manager and if they can be part of the interview process. The asset manager is critical for deal performance. Inquire about the asset manager's typical day-to-day responsibilities and the number of properties they oversee. Fewer is better. Request to see the dashboard of Key Performance Indicators (KPIs) that are tracked and how often the sponsor checks in on them. Find out how frequently the asset manager communicates with property management and visits each property in person. More contact is better. Ask what questions the sponsor asks property management during check-ins to ensure they are executing the business plan. Determine how transparent the sponsor is about sharing actual property performance versus budgets. Any variations should be explained. Thoroughly vet the sponsor's communication approach, especially during challenges, to ensure they are responsive. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Break of Day Capital Real Estate Investor Podcast Podcast Recommendations: Driven By Insight Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Advertising Partners: Tribevest Rise48 Aspen Funds GSP REI Vyzer If you're interested in learning from experienced operators, this is an episode you'll want to listen to. Multifamily syndicator Gary Lipsky provides a lot of practical advice for both passive investors and those looking to syndicate deals. Having done over $250 million in real estate deals, Gary shares great insights into asset management, a critical but often overlooked part of deal performance. Gary discusses how he actively manages his properties to hit financial targets and extract maximum value.

About Gary Lipsky

  • Gary Lipsky, president of Break of Day Capital, has successfully completed over $250 million in real estate transactions as a multifamily syndicator. Starting in 2002 with his family's first house, which he turned into a rental property when they moved, Gary gradually ventured into single-family rentals before transitioning to real estate full-time in 2016. With a focus on value-add multifamily deals in Phoenix and Tucson, he averages around four deals per year, including his first syndicated deal, a 42-unit apartment complex in Tucson, Arizona.


Here are some power takeaways from today’s conversation:

[06:54] Gary’s real estate investing journey

[11:03] Defining roles: asset managers versus operators

[15:55] The challenges of asset management

[18:56] How LPs (Limited partners) should evaluate their asset management approach

[33:42] How strategic investments in Tucson yielded remarkable returns

[40:33] Real estate investing with a focus on asset management


Episode Highlights:

[15:55] The Challenges of Asset Management

In the realm of asset management, the landscape has become increasingly challenging. With loan covenants becoming stricter than ever, it is crucial to have a comprehensive understanding of aspects like earnouts and penalties. The reporting process for loan covenants has also become more time-consuming, demanding significant resources. Failing to execute the business plan can lead to complications such as cash calls or capital calls, putting the overall performance at risk. It is crucial to allocate resources effectively and ensure adherence to loan covenants to maintain a high level of success in asset management.

[19:04] How LPs Should Evaluate Deals

Here are some key things Limited Partners (LPs) should do to properly evaluate deals:

  • Ask who specifically is the asset manager and if they can be part of the interview process. The asset manager is critical for deal performance.
  • Inquire about the asset manager's typical day-to-day responsibilities and the number of properties they oversee. Fewer is better.
  • Request to see the dashboard of Key Performance Indicators (KPIs) that are tracked and how often the sponsor checks in on them.
  • Find out how frequently the asset manager communicates with property management and visits each property in person. More contact is better.
  • Ask what questions the sponsor asks property management during check-ins to ensure they are executing the business plan.
  • Determine how transparent the sponsor is about sharing actual property performance versus budgets. Any variations should be explained.
  • Thoroughly vet the sponsor's communication approach, especially during challenges, to ensure they are responsive.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Real Estate Investor Podcast

Podcast Recommendations:

Driven By Insight


Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Advertising Partners:

Tribevest

Rise48

Aspen Funds

GSP REI

Vyzer

]]> 2816 no 141. Designing Your Lifestyle Through Passive Real Estate Investing with Brian Davis https://share.transistor.fm/s/d0bb15d1 Explore how designing your finances to match your desired lifestyle can open doors to new adventures. In today’s episode, Brian Davis, founder of SparkRental, shares how living abroad with his family inspired a location-independent lifestyle supported by passive real estate investments. Learn about Brian's process for vetting sponsors and deals as a community, and how syndications have allowed him the freedom to pursue entrepreneurial opportunities while diversifying his portfolio.  About Brian Davis Brian Davis is a seasoned real estate investor, finance expert, and the founder of SparkRental. With over two decades of experience in the real estate and finance industries, Brian brings a wealth of knowledge to the table. Brian advocates for creating a lifestyle aligned with personal priorities and utilizing passive real estate investments to support a location-independent way of living. Here are some power takeaways from today’s conversation: [04:17] Brian’s real estate investing journey [10:47] How location independence affects your investing [15:07] Brian’s real estate investing club [26:15] Tips for vetting sponsors [34:30] Investment club due diligence process [40:27] Designing a lifestyle based on your family’s needs and what you want to do Episode Highlights: [10:47] How Location Independence Affects Investing Living abroad and pursuing a location-independent lifestyle can significantly impact your real estate investing approach. It may push you towards passive investment options, make active investing in rental properties more challenging, inspire financial restructuring, motivate diversification across asset classes and geographies, provide more freedom to take risks and allow for higher investment returns to support a location-independent lifestyle without relying on W-2 income. [15:07] How the Real Estate Investing Club Works Brian's real estate investing club is a unique community where members collaborate to vet deals. They charge a flat membership fee instead of taking a portion of invested funds or selling securities. Club members receive tailored investment opportunities via email and can join video calls with sponsors. With a minimum investment of $5,000 per person, they pool resources to meet syndication thresholds. This approach fosters informed decision-making and enables investors to contribute smaller amounts collectively. To streamline the process, Brian and his partner create separate LLCs for each member participating in a specific deal, simplifying communication and decision-making with sponsors. [26:15] Tips for Vetting Sponsors Thoroughly research a sponsor's track record, including past deal performance, number of completed deals, and their longevity in the business. Consider their experience across different market cycles and ask about their views on current risks and how they mitigate them. Evaluate the thoughtfulness of their answers. Inquire about their underwriting process and assumptions, analyzing deals for reasonable and conservative exit cap rates and rent growth projections. If possible, speak to past investors or ask for referrals to check their reputation.  This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: SparkRental Podcast Recommendations: For business podcasts and online business:  Mind Your Business Podcast with James Wedmore For real estate investing podcasts:  The Conscious Investor with Julie Holly  How to Scale Commercial Real Estate with Sam Wilson For political podcasts:  Left, Right & Center by KCRW (NPR station) Advertising Partners: Tribevest Rise48 GSP REI Aspen Funds Sun, 05 Nov 2023 08:00:00 -0000 141. Designing Your Lifestyle Through Passive Real Estate Investing with Brian Davis full 141 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Explore how designing your finances to match your desired lifestyle can open doors to new adventures. In today’s episode, Brian Davis, founder of SparkRental, shares how living abroad with his family inspired a location-independent lifestyle supported by passive real estate investments. Learn about Brian's process for vetting sponsors and deals as a community, and how syndications have allowed him the freedom to pursue entrepreneurial opportunities while diversifying his portfolio. </p><p><strong>About Brian Davis<br></strong><br></p><ul><li>Brian Davis is a seasoned real estate investor, finance expert, and the founder of SparkRental. With over two decades of experience in the real estate and finance industries, Brian brings a wealth of knowledge to the table. Brian advocates for creating a lifestyle aligned with personal priorities and utilizing passive real estate investments to support a location-independent way of living.<p></p></li></ul><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:17] Brian’s real estate investing journey</p><p>[10:47] How location independence affects your investing</p><p>[15:07] Brian’s real estate investing club</p><p>[26:15] Tips for vetting sponsors</p><p>[34:30] Investment club due diligence process</p><p>[40:27] Designing a lifestyle based on your family’s needs and what you want to do</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[10:47] How Location Independence Affects Investing<br></strong><br></p><p>Living abroad and pursuing a location-independent lifestyle can significantly impact your real estate investing approach. It may push you towards passive investment options, make active investing in rental properties more challenging, inspire financial restructuring, motivate diversification across asset classes and geographies, provide more freedom to take risks and allow for higher investment returns to support a location-independent lifestyle without relying on W-2 income.</p><p><strong>[15:07] How the Real Estate Investing Club Works<br></strong><br></p><ul><li>Brian's real estate investing club is a unique community where members collaborate to vet deals. They charge a flat membership fee instead of taking a portion of invested funds or selling securities. Club members receive tailored investment opportunities via email and can join video calls with sponsors. With a minimum investment of $5,000 per person, they pool resources to meet syndication thresholds. This approach fosters informed decision-making and enables investors to contribute smaller amounts collectively. To streamline the process, Brian and his partner create separate LLCs for each member participating in a specific deal, simplifying communication and decision-making with sponsors.<p></p></li><li>[26:15] Tips for Vetting Sponsors<p></p></li><li>Thoroughly research a sponsor's track record, including past deal performance, number of completed deals, and their longevity in the business. Consider their experience across different market cycles and ask about their views on current risks and how they mitigate them. Evaluate the thoughtfulness of their answers. Inquire about their underwriting process and assumptions, analyzing deals for reasonable and conservative exit cap rates and rent growth projections. If possible, speak to past investors or ask for referrals to check their reputation. <p></p></li></ul><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><ul><li><a href="https://sparkrental.com/">SparkRental<br></a><br></li></ul><p><strong>Podcast Recommendations:<br></strong><br></p><p>For business podcasts and online business: </p><p><a href="https://www.mindyourbusinesspodcast.com/">Mind Your Business Podcast with James Wedmore<br></a><br></p><p>For real estate investing podcasts: </p><p><a href="https://podcasts.apple.com/us/podcast/the-conscious-investor/id1501539079">The Conscious Investor with Julie Holly</a> </p><p><a href="https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234">How to Scale Commercial Real Estate with Sam Wilson<br></a><br></p><p>For political podcasts: </p><p><a href="https://www.npr.org/podcasts/381444881/k-c-r-w-s-left-right-center">Left, Right &amp; Center by KCRW (NPR station)<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://gsprei.com/">GSP REI</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p> Explore how designing your finances to match your desired lifestyle can open doors to new adventures. In today’s episode, Brian Davis, founder of SparkRental, shares how living abroad with his family inspired a location-independent lifestyle supported by passive real estate investments. Learn about Brian's process for vetting sponsors and deals as a community, and how syndications have allowed him the freedom to pursue entrepreneurial opportunities while diversifying his portfolio.  About Brian Davis Brian Davis is a seasoned real estate investor, finance expert, and the founder of SparkRental. With over two decades of experience in the real estate and finance industries, Brian brings a wealth of knowledge to the table. Brian advocates for creating a lifestyle aligned with personal priorities and utilizing passive real estate investments to support a location-independent way of living. Here are some power takeaways from today’s conversation: [04:17] Brian’s real estate investing journey [10:47] How location independence affects your investing [15:07] Brian’s real estate investing club [26:15] Tips for vetting sponsors [34:30] Investment club due diligence process [40:27] Designing a lifestyle based on your family’s needs and what you want to do Episode Highlights: [10:47] How Location Independence Affects Investing Living abroad and pursuing a location-independent lifestyle can significantly impact your real estate investing approach. It may push you towards passive investment options, make active investing in rental properties more challenging, inspire financial restructuring, motivate diversification across asset classes and geographies, provide more freedom to take risks and allow for higher investment returns to support a location-independent lifestyle without relying on W-2 income. [15:07] How the Real Estate Investing Club Works Brian's real estate investing club is a unique community where members collaborate to vet deals. They charge a flat membership fee instead of taking a portion of invested funds or selling securities. Club members receive tailored investment opportunities via email and can join video calls with sponsors. With a minimum investment of $5,000 per person, they pool resources to meet syndication thresholds. This approach fosters informed decision-making and enables investors to contribute smaller amounts collectively. To streamline the process, Brian and his partner create separate LLCs for each member participating in a specific deal, simplifying communication and decision-making with sponsors. [26:15] Tips for Vetting Sponsors Thoroughly research a sponsor's track record, including past deal performance, number of completed deals, and their longevity in the business. Consider their experience across different market cycles and ask about their views on current risks and how they mitigate them. Evaluate the thoughtfulness of their answers. Inquire about their underwriting process and assumptions, analyzing deals for reasonable and conservative exit cap rates and rent growth projections. If possible, speak to past investors or ask for referrals to check their reputation.  This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: SparkRental Podcast Recommendations: For business podcasts and online business:  Mind Your Business Podcast with James Wedmore For real estate investing podcasts:  The Conscious Investor with Julie Holly  How to Scale Commercial Real Estate with Sam Wilson For political podcasts:  Left, Right & Center by KCRW (NPR station) Advertising Partners: Tribevest Rise48 GSP REI Aspen Funds Explore how designing your finances to match your desired lifestyle can open doors to new adventures. In today’s episode, Brian Davis, founder of SparkRental, shares how living abroad with his family inspired a location-independent lifestyle supported by passive real estate investments. Learn about Brian's process for vetting sponsors and deals as a community, and how syndications have allowed him the freedom to pursue entrepreneurial opportunities while diversifying his portfolio. 

About Brian Davis

  • Brian Davis is a seasoned real estate investor, finance expert, and the founder of SparkRental. With over two decades of experience in the real estate and finance industries, Brian brings a wealth of knowledge to the table. Brian advocates for creating a lifestyle aligned with personal priorities and utilizing passive real estate investments to support a location-independent way of living.


Here are some power takeaways from today’s conversation:

[04:17] Brian’s real estate investing journey

[10:47] How location independence affects your investing

[15:07] Brian’s real estate investing club

[26:15] Tips for vetting sponsors

[34:30] Investment club due diligence process

[40:27] Designing a lifestyle based on your family’s needs and what you want to do


Episode Highlights:

[10:47] How Location Independence Affects Investing

Living abroad and pursuing a location-independent lifestyle can significantly impact your real estate investing approach. It may push you towards passive investment options, make active investing in rental properties more challenging, inspire financial restructuring, motivate diversification across asset classes and geographies, provide more freedom to take risks and allow for higher investment returns to support a location-independent lifestyle without relying on W-2 income.

[15:07] How the Real Estate Investing Club Works

  • Brian's real estate investing club is a unique community where members collaborate to vet deals. They charge a flat membership fee instead of taking a portion of invested funds or selling securities. Club members receive tailored investment opportunities via email and can join video calls with sponsors. With a minimum investment of $5,000 per person, they pool resources to meet syndication thresholds. This approach fosters informed decision-making and enables investors to contribute smaller amounts collectively. To streamline the process, Brian and his partner create separate LLCs for each member participating in a specific deal, simplifying communication and decision-making with sponsors.


  • [26:15] Tips for Vetting Sponsors


  • Thoroughly research a sponsor's track record, including past deal performance, number of completed deals, and their longevity in the business. Consider their experience across different market cycles and ask about their views on current risks and how they mitigate them. Evaluate the thoughtfulness of their answers. Inquire about their underwriting process and assumptions, analyzing deals for reasonable and conservative exit cap rates and rent growth projections. If possible, speak to past investors or ask for referrals to check their reputation. 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Podcast Recommendations:

For business podcasts and online business: 

Mind Your Business Podcast with James Wedmore

For real estate investing podcasts: 

The Conscious Investor with Julie Holly 

How to Scale Commercial Real Estate with Sam Wilson

For political podcasts: 

Left, Right & Center by KCRW (NPR station)

Advertising Partners:

Tribevest

Rise48

GSP REI

Aspen Funds

]]> 3156 no 140. Insights into Self-Storage from an Industry Veteran - An Interview with Jacob Vanderslice https://share.transistor.fm/s/a24f439d Explore the changing landscape of storage rents, financial considerations when investing, and the benefits of single asset syndication and funds for LPs. Get ready for a deep dive into the self-storage sector with an experienced investor with Jacob Vanderslice, co-founder of Van West Partners.  About Jacob Vanderslice Jacob Vanderslice is the co-founder of VanWest Partners, which focuses on commercial real estate, including adaptive reuse retail and multifamily properties. Since 2015, they have specialized in self-storage acquisitions and development, with Jacob leading the investor relations team and leveraging his 15+ years of experience in investing and operating self-storage facilities. Here are some power takeaways from today’s conversation: [06:21] Self-storage performance during economic uncertainty [13:18] Considerations for acquisition or development decisions [26:07] Consider your financial goals when investing in storage and other fund vehicles [27:55] Why analysis for storage is complicated [29:07] The changing landscape of storage rents [31:56] The pros and cons of the fund to the LP Episode Highlights: [26:07] Consider Your Financial Goals When Investing in Storage or Other Private Fund Vehicles When investing in storage or other private fund vehicles, consider your financial goals. Quick exits for high IRR and low multiples may be appealing, but relying on short-term exits in the current market conditions requires caution. The past trends of compressing cap rates, rising rents, and low cost of capital may not be sustainable. Instead, focus on long-term cash flow, depreciation benefits, and potential capital appreciation. Seize opportunities without banking on immediate sales and be prepared for a longer investment horizon.  [29:07] The Changing Landscape of Storage Rents: A Cautionary Tale When evaluating storage investments, it's important to be cautious about relying on historical rental rates. Traditionally, investors would analyze T12 rental data, but with evolving consumer demand, this approach is no longer reliable. Acquisitions are now based on more recent data and current market conditions. For example, in Lakeland, Florida, there has been a softening in the market, leading to anticipated rent decreases. It's crucial to access up-to-date information and adjust expectations as historical benchmarks may not reflect the current landscape of storage rents. [32:56] Exploring the Pros and Cons of Single Asset Syndication and Funds for LPs Single asset syndication provides control and focus for investors who prefer choosing specific deals and markets. However, if an investment underperforms, there are no other sources of value creation to offset the negative performance. Funds, on the other hand, offer geographic and cash flow diversification through multiple properties, balancing out underperforming investments with successful ones. LPs have limited say in deal selection and market decisions in funds and may face challenges such as filing multiple state tax returns. While single asset syndication allows for precise deal selection, it carries higher risk. LPs should consider their preferences and risk tolerance when deciding between these investment options. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: VanWest Partners Email: jacob@vanwestpartners.com  Use this for book links: https://www.leftfieldinvestors.com/books/  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Advertising Partners: Tribevest Rise48 Aspen Funds Vyzer GSP REI Sun, 29 Oct 2023 07:00:00 -0000 140. Insights into Self-Storage from an Industry Veteran - An Interview with Jacob Vanderslice full 140 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Explore the changing landscape of storage rents, financial considerations when investing, and the benefits of single asset syndication and funds for LPs. Get ready for a deep dive into the self-storage sector with an experienced investor with Jacob Vanderslice, co-founder of Van West Partners. </p><p><strong>About Jacob Vanderslice<br></strong><br></p><p>Jacob Vanderslice is the co-founder of VanWest Partners, which focuses on commercial real estate, including adaptive reuse retail and multifamily properties. Since 2015, they have specialized in self-storage acquisitions and development, with Jacob leading the investor relations team and leveraging his 15+ years of experience in investing and operating self-storage facilities.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[06:21] Self-storage performance during economic uncertainty</p><p>[13:18] Considerations for acquisition or development decisions</p><p>[26:07] Consider your financial goals when investing in storage and other fund vehicles</p><p>[27:55] Why analysis for storage is complicated</p><p>[29:07] The changing landscape of storage rents</p><p>[31:56] The pros and cons of the fund to the LP</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[26:07] Consider Your Financial Goals When Investing in Storage or Other Private Fund Vehicles<br></strong><br></p><p>When investing in storage or other private fund vehicles, consider your financial goals. Quick exits for high IRR and low multiples may be appealing, but relying on short-term exits in the current market conditions requires caution. The past trends of compressing cap rates, rising rents, and low cost of capital may not be sustainable. Instead, focus on long-term cash flow, depreciation benefits, and potential capital appreciation. Seize opportunities without banking on immediate sales and be prepared for a longer investment horizon. </p><p><strong>[29:07] The Changing Landscape of Storage Rents: A Cautionary Tale<br></strong><br></p><p>When evaluating storage investments, it's important to be cautious about relying on historical rental rates. Traditionally, investors would analyze T12 rental data, but with evolving consumer demand, this approach is no longer reliable. Acquisitions are now based on more recent data and current market conditions. For example, in Lakeland, Florida, there has been a softening in the market, leading to anticipated rent decreases. It's crucial to access up-to-date information and adjust expectations as historical benchmarks may not reflect the current landscape of storage rents.</p><p><strong>[32:56] Exploring the Pros and Cons of Single Asset Syndication and Funds for LPs<br></strong><br></p><ul><li>Single asset syndication provides control and focus for investors who prefer choosing specific deals and markets. However, if an investment underperforms, there are no other sources of value creation to offset the negative performance. Funds, on the other hand, offer geographic and cash flow diversification through multiple properties, balancing out underperforming investments with successful ones. LPs have limited say in deal selection and market decisions in funds and may face challenges such as filing multiple state tax returns. While single asset syndication allows for precise deal selection, it carries higher risk. LPs should consider their preferences and risk tolerance when deciding between these investment options.<p></p></li></ul><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.vanwestpartners.com/">VanWest Partners<br></a><br></p><p>Email: <a href="mailto:jacob@vanwestpartners.com">jacob@vanwestpartners.com</a> </p><p>Use this for book links: <a href="https://www.leftfieldinvestors.com/books/">https://www.leftfieldinvestors.com/books/</a> </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://vyzer.co/">Vyzer</a></p><p><a href="https://gsprei.com/">GSP REI</a></p> Explore the changing landscape of storage rents, financial considerations when investing, and the benefits of single asset syndication and funds for LPs. Get ready for a deep dive into the self-storage sector with an experienced investor with Jacob Vanderslice, co-founder of Van West Partners.  About Jacob Vanderslice Jacob Vanderslice is the co-founder of VanWest Partners, which focuses on commercial real estate, including adaptive reuse retail and multifamily properties. Since 2015, they have specialized in self-storage acquisitions and development, with Jacob leading the investor relations team and leveraging his 15+ years of experience in investing and operating self-storage facilities. Here are some power takeaways from today’s conversation: [06:21] Self-storage performance during economic uncertainty [13:18] Considerations for acquisition or development decisions [26:07] Consider your financial goals when investing in storage and other fund vehicles [27:55] Why analysis for storage is complicated [29:07] The changing landscape of storage rents [31:56] The pros and cons of the fund to the LP Episode Highlights: [26:07] Consider Your Financial Goals When Investing in Storage or Other Private Fund Vehicles When investing in storage or other private fund vehicles, consider your financial goals. Quick exits for high IRR and low multiples may be appealing, but relying on short-term exits in the current market conditions requires caution. The past trends of compressing cap rates, rising rents, and low cost of capital may not be sustainable. Instead, focus on long-term cash flow, depreciation benefits, and potential capital appreciation. Seize opportunities without banking on immediate sales and be prepared for a longer investment horizon.  [29:07] The Changing Landscape of Storage Rents: A Cautionary Tale When evaluating storage investments, it's important to be cautious about relying on historical rental rates. Traditionally, investors would analyze T12 rental data, but with evolving consumer demand, this approach is no longer reliable. Acquisitions are now based on more recent data and current market conditions. For example, in Lakeland, Florida, there has been a softening in the market, leading to anticipated rent decreases. It's crucial to access up-to-date information and adjust expectations as historical benchmarks may not reflect the current landscape of storage rents. [32:56] Exploring the Pros and Cons of Single Asset Syndication and Funds for LPs Single asset syndication provides control and focus for investors who prefer choosing specific deals and markets. However, if an investment underperforms, there are no other sources of value creation to offset the negative performance. Funds, on the other hand, offer geographic and cash flow diversification through multiple properties, balancing out underperforming investments with successful ones. LPs have limited say in deal selection and market decisions in funds and may face challenges such as filing multiple state tax returns. While single asset syndication allows for precise deal selection, it carries higher risk. LPs should consider their preferences and risk tolerance when deciding between these investment options. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: VanWest Partners Email: jacob@vanwestpartners.com  Use this for book links: https://www.leftfieldinvestors.com/books/  Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Advertising Partners: Tribevest Rise48 Aspen Funds Vyzer GSP REI Explore the changing landscape of storage rents, financial considerations when investing, and the benefits of single asset syndication and funds for LPs. Get ready for a deep dive into the self-storage sector with an experienced investor with Jacob Vanderslice, co-founder of Van West Partners. 

About Jacob Vanderslice

Jacob Vanderslice is the co-founder of VanWest Partners, which focuses on commercial real estate, including adaptive reuse retail and multifamily properties. Since 2015, they have specialized in self-storage acquisitions and development, with Jacob leading the investor relations team and leveraging his 15+ years of experience in investing and operating self-storage facilities.

Here are some power takeaways from today’s conversation:

[06:21] Self-storage performance during economic uncertainty

[13:18] Considerations for acquisition or development decisions

[26:07] Consider your financial goals when investing in storage and other fund vehicles

[27:55] Why analysis for storage is complicated

[29:07] The changing landscape of storage rents

[31:56] The pros and cons of the fund to the LP


Episode Highlights:

[26:07] Consider Your Financial Goals When Investing in Storage or Other Private Fund Vehicles

When investing in storage or other private fund vehicles, consider your financial goals. Quick exits for high IRR and low multiples may be appealing, but relying on short-term exits in the current market conditions requires caution. The past trends of compressing cap rates, rising rents, and low cost of capital may not be sustainable. Instead, focus on long-term cash flow, depreciation benefits, and potential capital appreciation. Seize opportunities without banking on immediate sales and be prepared for a longer investment horizon. 

[29:07] The Changing Landscape of Storage Rents: A Cautionary Tale

When evaluating storage investments, it's important to be cautious about relying on historical rental rates. Traditionally, investors would analyze T12 rental data, but with evolving consumer demand, this approach is no longer reliable. Acquisitions are now based on more recent data and current market conditions. For example, in Lakeland, Florida, there has been a softening in the market, leading to anticipated rent decreases. It's crucial to access up-to-date information and adjust expectations as historical benchmarks may not reflect the current landscape of storage rents.

[32:56] Exploring the Pros and Cons of Single Asset Syndication and Funds for LPs

  • Single asset syndication provides control and focus for investors who prefer choosing specific deals and markets. However, if an investment underperforms, there are no other sources of value creation to offset the negative performance. Funds, on the other hand, offer geographic and cash flow diversification through multiple properties, balancing out underperforming investments with successful ones. LPs have limited say in deal selection and market decisions in funds and may face challenges such as filing multiple state tax returns. While single asset syndication allows for precise deal selection, it carries higher risk. LPs should consider their preferences and risk tolerance when deciding between these investment options.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

VanWest Partners

Email: jacob@vanwestpartners.com 

Use this for book links: https://www.leftfieldinvestors.com/books/ 

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

Advertising Partners:

Tribevest

Rise48

Aspen Funds

Vyzer

GSP REI

]]> 2881 no 139. Investing in Uncertain Times with Eric Sussman https://share.transistor.fm/s/b5ebbabc Learn practical ways to analyze deals and business plans during volatile times. In this episode, real estate investment expert Eric Sussman joins us as we cover a wide range of topics including the current state of the economy, inflation, interest rates, distressed assets, and evaluating sponsors. Eric's engaging commentary and wealth of experience offer valuable lessons for both new and experienced passive investors. About Eric Sussman Eric Sussman is a founding partner of Clear Capital, a real estate investment firm with over 25 years of experience. Eric has deep knowledge of commercial real estate across multiple property types and markets. He publishes a highly informative quarterly newsletter sharing his insights on macroeconomic trends and their impact on real estate. Here are some power takeaways from today’s conversation: [04:06] Eric’s career path [07:40] Economic uncertainty and its impact on markets [11:11] The debt market [17:28] US dollar's global dominance and potential challengers [23:46] Distressed real estate [26:31] The importance of investing with experienced sponsors [29:38] Evaluating sponsors' experience in real estate investing [32:07] Banking crisis, capital calls, and sponsor responsibilities [37:51] Investing in multifamily real estate Episode Highlights: [11:11] The Debt Market Eric provides insight into challenges in the debt market. He notes rising interest rates have caused losses for banks on fixed-rate loans and treasuries. Variable rate loans are also affected as borrowers face higher rates upon reset. Banks have higher funding costs from increased deposit rates. Lending activity has declined significantly. Some banks may face further difficulties depending on their loan portfolio composition between fixed and floating-rate loans. This uncertainty in the debt market is impacting real estate transaction volumes and refinancing opportunities as lenders take a more cautious approach during this period of rate volatility and unknown economic impacts. [23:46] What is Distressed Real Estate? Eric explains that the term "distressed" doesn't have a fixed definition, but it generally refers to situations where cash flow is insufficient to cover debt levels. Even performing assets could become distressed if they were sold or refinanced today due to rising interest rates. Lenders assess each situation individually based on factors like the sponsor, business plan execution, and guarantor strength, so they are unlikely to own all multifamily properties.  [26:31] The Importance of Evaluating Sponsors Investing with experienced sponsors who have a personal stake in the game is crucial for success. Clear Capital firmly believes in this philosophy. As investors, it's essential to consider the expertise and financial commitment of our sponsors. According to Eric, by aligning their capital with the sponsors, they minimize uncertainty and increase the likelihood of successful execution. Therefore, keep a close eye on our chosen sponsors and ensure they deliver on their promises. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Clear Capital Connect with Eric Sussman on LinkedIn Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Advertising Partners: Tribevest Rise48 Aspen Funds GSP REI Sun, 22 Oct 2023 07:00:00 -0000 139. Investing in Uncertain Times with Eric Sussman full 139 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Learn practical ways to analyze deals and business plans during volatile times. In this episode, real estate investment expert Eric Sussman joins us as we cover a wide range of topics including the current state of the economy, inflation, interest rates, distressed assets, and evaluating sponsors. Eric's engaging commentary and wealth of experience offer valuable lessons for both new and experienced passive investors.</p><p><strong>About Eric Sussman<br></strong><br></p><p>Eric Sussman is a founding partner of Clear Capital, a real estate investment firm with over 25 years of experience. Eric has deep knowledge of commercial real estate across multiple property types and markets. He publishes a highly informative quarterly newsletter sharing his insights on macroeconomic trends and their impact on real estate.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:06] Eric’s career path</p><p>[07:40] Economic uncertainty and its impact on markets</p><p>[11:11] The debt market</p><p>[17:28] US dollar's global dominance and potential challengers</p><p>[23:46] Distressed real estate</p><p>[26:31] The importance of investing with experienced sponsors</p><p>[29:38] Evaluating sponsors' experience in real estate investing</p><p>[32:07] Banking crisis, capital calls, and sponsor responsibilities</p><p>[37:51] Investing in multifamily real estate</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[11:11] The Debt Market<br></strong><br></p><p>Eric provides insight into challenges in the debt market. He notes rising interest rates have caused losses for banks on fixed-rate loans and treasuries. Variable rate loans are also affected as borrowers face higher rates upon reset. Banks have higher funding costs from increased deposit rates. Lending activity has declined significantly. Some banks may face further difficulties depending on their loan portfolio composition between fixed and floating-rate loans. This uncertainty in the debt market is impacting real estate transaction volumes and refinancing opportunities as lenders take a more cautious approach during this period of rate volatility and unknown economic impacts.</p><p><strong>[23:46] What is Distressed Real Estate?<br></strong><br></p><ul><li>Eric explains that the term "distressed" doesn't have a fixed definition, but it generally refers to situations where cash flow is insufficient to cover debt levels. Even performing assets could become distressed if they were sold or refinanced today due to rising interest rates. Lenders assess each situation individually based on factors like the sponsor, business plan execution, and guarantor strength, so they are unlikely to own all multifamily properties. <p></p></li></ul><p><strong>[26:31] The Importance of Evaluating Sponsors<br></strong><br></p><p>Investing with experienced sponsors who have a personal stake in the game is crucial for success. Clear Capital firmly believes in this philosophy. As investors, it's essential to consider the expertise and financial commitment of our sponsors. According to Eric, by aligning their capital with the sponsors, they minimize uncertainty and increase the likelihood of successful execution. Therefore, keep a close eye on our chosen sponsors and ensure they deliver on their promises.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.clearcapital.com/">Clear Capital<br></a><br></p><p>Connect with <a href="https://www.linkedin.com/in/eric-sussman-6a521">Eric Sussman on LinkedIn<br></a><br></p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://gsprei.com/">GSP REI</a></p> Learn practical ways to analyze deals and business plans during volatile times. In this episode, real estate investment expert Eric Sussman joins us as we cover a wide range of topics including the current state of the economy, inflation, interest rates, distressed assets, and evaluating sponsors. Eric's engaging commentary and wealth of experience offer valuable lessons for both new and experienced passive investors. About Eric Sussman Eric Sussman is a founding partner of Clear Capital, a real estate investment firm with over 25 years of experience. Eric has deep knowledge of commercial real estate across multiple property types and markets. He publishes a highly informative quarterly newsletter sharing his insights on macroeconomic trends and their impact on real estate. Here are some power takeaways from today’s conversation: [04:06] Eric’s career path [07:40] Economic uncertainty and its impact on markets [11:11] The debt market [17:28] US dollar's global dominance and potential challengers [23:46] Distressed real estate [26:31] The importance of investing with experienced sponsors [29:38] Evaluating sponsors' experience in real estate investing [32:07] Banking crisis, capital calls, and sponsor responsibilities [37:51] Investing in multifamily real estate Episode Highlights: [11:11] The Debt Market Eric provides insight into challenges in the debt market. He notes rising interest rates have caused losses for banks on fixed-rate loans and treasuries. Variable rate loans are also affected as borrowers face higher rates upon reset. Banks have higher funding costs from increased deposit rates. Lending activity has declined significantly. Some banks may face further difficulties depending on their loan portfolio composition between fixed and floating-rate loans. This uncertainty in the debt market is impacting real estate transaction volumes and refinancing opportunities as lenders take a more cautious approach during this period of rate volatility and unknown economic impacts. [23:46] What is Distressed Real Estate? Eric explains that the term "distressed" doesn't have a fixed definition, but it generally refers to situations where cash flow is insufficient to cover debt levels. Even performing assets could become distressed if they were sold or refinanced today due to rising interest rates. Lenders assess each situation individually based on factors like the sponsor, business plan execution, and guarantor strength, so they are unlikely to own all multifamily properties.  [26:31] The Importance of Evaluating Sponsors Investing with experienced sponsors who have a personal stake in the game is crucial for success. Clear Capital firmly believes in this philosophy. As investors, it's essential to consider the expertise and financial commitment of our sponsors. According to Eric, by aligning their capital with the sponsors, they minimize uncertainty and increase the likelihood of successful execution. Therefore, keep a close eye on our chosen sponsors and ensure they deliver on their promises. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Clear Capital Connect with Eric Sussman on LinkedIn Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Advertising Partners: Tribevest Rise48 Aspen Funds GSP REI Learn practical ways to analyze deals and business plans during volatile times. In this episode, real estate investment expert Eric Sussman joins us as we cover a wide range of topics including the current state of the economy, inflation, interest rates, distressed assets, and evaluating sponsors. Eric's engaging commentary and wealth of experience offer valuable lessons for both new and experienced passive investors.

About Eric Sussman

Eric Sussman is a founding partner of Clear Capital, a real estate investment firm with over 25 years of experience. Eric has deep knowledge of commercial real estate across multiple property types and markets. He publishes a highly informative quarterly newsletter sharing his insights on macroeconomic trends and their impact on real estate.

Here are some power takeaways from today’s conversation:

[04:06] Eric’s career path

[07:40] Economic uncertainty and its impact on markets

[11:11] The debt market

[17:28] US dollar's global dominance and potential challengers

[23:46] Distressed real estate

[26:31] The importance of investing with experienced sponsors

[29:38] Evaluating sponsors' experience in real estate investing

[32:07] Banking crisis, capital calls, and sponsor responsibilities

[37:51] Investing in multifamily real estate


Episode Highlights:

[11:11] The Debt Market

Eric provides insight into challenges in the debt market. He notes rising interest rates have caused losses for banks on fixed-rate loans and treasuries. Variable rate loans are also affected as borrowers face higher rates upon reset. Banks have higher funding costs from increased deposit rates. Lending activity has declined significantly. Some banks may face further difficulties depending on their loan portfolio composition between fixed and floating-rate loans. This uncertainty in the debt market is impacting real estate transaction volumes and refinancing opportunities as lenders take a more cautious approach during this period of rate volatility and unknown economic impacts.

[23:46] What is Distressed Real Estate?

  • Eric explains that the term "distressed" doesn't have a fixed definition, but it generally refers to situations where cash flow is insufficient to cover debt levels. Even performing assets could become distressed if they were sold or refinanced today due to rising interest rates. Lenders assess each situation individually based on factors like the sponsor, business plan execution, and guarantor strength, so they are unlikely to own all multifamily properties. 


[26:31] The Importance of Evaluating Sponsors

Investing with experienced sponsors who have a personal stake in the game is crucial for success. Clear Capital firmly believes in this philosophy. As investors, it's essential to consider the expertise and financial commitment of our sponsors. According to Eric, by aligning their capital with the sponsors, they minimize uncertainty and increase the likelihood of successful execution. Therefore, keep a close eye on our chosen sponsors and ensure they deliver on their promises.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Clear Capital

Connect with Eric Sussman on LinkedIn

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

Advertising Partners:

Tribevest

Rise48

Aspen Funds

GSP REI

]]> 3590 no 138. Uncovering Value-Add Opportunities in Self-Storage: Insights from Jeremiah Boucher on Maximizing Investments and Expanding Storage Units https://share.transistor.fm/s/d084f859 There’s a fascinating world out there for self-storage in a changing market. In this episode, Jeremiah Boucher, the founder and CEO of Patriot Holdings, shares his insights on why self-storage will continue to be in demand, despite potential economic downturns. He emphasizes the importance of operational excellence, adapting to market conditions, and careful property management. He also offers a comprehensive guide for LPs (Limited Partners) to understand investments and assess opportunities in the real estate market.  About Jeremiah Boucher Jeremiah Boucher is the founder and CEO of Patriot Holdings and manages a $350 million portfolio of alternative commercial real estate assets with a focus on self-storage, manufactured housing, and industrial. He is also the author of Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing. Here are some power takeaways from today’s conversation: [03:24] Jeremiah’s real estate journey [09:13] His transition from mobile home parks to self-storage [11:29] Self-storage investment in a changing market [18:01] A comprehensive guide for LPs  [20:31] What value add means in self-storage [26:39] Jeremiah’s criteria for choosing where to invest [34:57] Evaluating industrial real estate investments [38:30] Tips for vetting sponsors Episode Highlights: [11:29] Self-Storage Investment in a Changing Market​​ Jeremiah believes self-storage will continue to be in demand due to demographic trends and the need for space, despite potential economic downturns. However, investors need to be cautious about overpaying for self-storage assets. Jeremiah emphasizes the importance of operational excellence and adapting to changing market conditions. He also warns of market saturation and the need for careful property management. Additionally, while occupancy may grow, revenue might not as customers become more selective when choosing storage units. [18:44]  Key Considerations for LPs: Understanding Investments and Assessing Opportunities By considering these factors, LPs can gain a deeper understanding of their investments and make informed decisions that align with their goals. Communication and Quarterly Reports: LPs should prioritize open communication, including regular feedback and comprehensive quarterly reports that highlight key metrics. Operational Performance and Addressing Issues: LPs need to analyze how assets are performing and whether the company is actively addressing any challenges. Lack of distribution, for example, requires understanding the reasons behind it and the steps being taken to rectify the situation. Importance of Communication: Effective communication is critical for LPs to assess a team's ability to navigate difficult times. A history of transparent communication demonstrates the team's experience in overcoming challenges and ensures alignment with investors. Team Evaluation: LPs should not rely solely on one person's presentation skills but also seek to engage with other team members. A single-person operation increases vulnerability to personal circumstances that can impact investments. Value-Add Opportunities: LPs interested in value-add investments should focus on mismanaged assets. Typically, these assets require different capex. Additionally, prioritizing quality locations with good visibility and markets that have sufficient demand but limited supply is crucial. Barriers to Entry: Evaluating barriers to entry in the storage market helps determine the long-term viability of an investment. A market with limited supply per capita and obstacles for new entrants provides greater potential for success. [20:31] What Value Add Means in Self-Storage Value add refers to existing, mismanaged self-storage assets that typically have deferred capital expenditures. For a value add opportunity, the asset needs to have good quality "bones" like a decent existing storage business already in place that is conducive to tenants getting in and out easily. The highest value-add for his company is if an acquisition can get additional land on top of the existing storage, as this allows for expansion of the number of units once occupancy is high. Value-add involves making property improvements like lighting, fencing, paving, cameras, and signage to create a better product and command higher rents. But marketing is also important to fill the new units. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: www.patriotholdings.com   Jeremy’s book: Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing  Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Tribevest Rise48 Aspen Funds Vyzer Sun, 15 Oct 2023 07:00:00 -0000 138. Uncovering Value-Add Opportunities in Self-Storage: Insights from Jeremiah Boucher on Maximizing Investments and Expanding Storage Units full 138 PassivePockets, Jim Pfeifer, and Left Field Investors <p>There’s a fascinating world out there for self-storage in a changing market. In this episode, Jeremiah Boucher, the founder and CEO of Patriot Holdings, shares his insights on why self-storage will continue to be in demand, despite potential economic downturns. He emphasizes the importance of operational excellence, adapting to market conditions, and careful property management. He also offers a comprehensive guide for LPs (Limited Partners) to understand investments and assess opportunities in the real estate market. </p><p><strong>About Jeremiah Boucher<br></strong><br></p><p>Jeremiah Boucher is the founder and CEO of Patriot Holdings and manages a $350 million portfolio of alternative commercial real estate assets with a focus on self-storage, manufactured housing, and industrial. He is also the author of <em>Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing</em>.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[03:24] Jeremiah’s real estate journey</p><p>[09:13] His transition from mobile home parks to self-storage</p><p>[11:29] Self-storage investment in a changing market</p><p>[18:01] A comprehensive guide for LPs </p><p>[20:31] What value add means in self-storage</p><p>[26:39] Jeremiah’s criteria for choosing where to invest</p><p>[34:57] Evaluating industrial real estate investments</p><p>[38:30] Tips for vetting sponsors</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[11:29] Self-Storage Investment in a Changing Market​​<br></strong><br></p><p>Jeremiah believes self-storage will continue to be in demand due to demographic trends and the need for space, despite potential economic downturns. However, investors need to be cautious about overpaying for self-storage assets. Jeremiah emphasizes the importance of operational excellence and adapting to changing market conditions. He also warns of market saturation and the need for careful property management. Additionally, while occupancy may grow, revenue might not as customers become more selective when choosing storage units.</p><p><strong>[18:44]  Key Considerations for LPs: Understanding Investments and Assessing Opportunities<br></strong><br></p><p>By considering these factors, LPs can gain a deeper understanding of their investments and make informed decisions that align with their goals.</p><ul><li><strong>Communication and Quarterly Reports: </strong>LPs should prioritize open communication, including regular feedback and comprehensive quarterly reports that highlight key metrics.<p></p></li><li><strong>Operational Performance and Addressing Issues: </strong>LPs need to analyze how assets are performing and whether the company is actively addressing any challenges. Lack of distribution, for example, requires understanding the reasons behind it and the steps being taken to rectify the situation.<p></p></li><li><strong>Importance of Communication: </strong>Effective communication is critical for LPs to assess a team's ability to navigate difficult times. A history of transparent communication demonstrates the team's experience in overcoming challenges and ensures alignment with investors.<p></p></li><li><strong>Team Evaluation:</strong> LPs should not rely solely on one person's presentation skills but also seek to engage with other team members. A single-person operation increases vulnerability to personal circumstances that can impact investments.<p></p></li><li><strong>Value-Add Opportunities:</strong> LPs interested in value-add investments should focus on mismanaged assets. Typically, these assets require different capex. Additionally, prioritizing quality locations with good visibility and markets that have sufficient demand but limited supply is crucial.<p></p></li><li><strong>Barriers to Entry: </strong>Evaluating barriers to entry in the storage market helps determine the long-term viability of an investment. A market with limited supply per capita and obstacles for new entrants provides greater potential for success.<p></p></li></ul><p><strong>[20:31] What Value Add Means in Self-Storage<br></strong><br></p><p>Value add refers to existing, mismanaged self-storage assets that typically have deferred capital expenditures. For a value add opportunity, the asset needs to have good quality "bones" like a decent existing storage business already in place that is conducive to tenants getting in and out easily. The highest value-add for his company is if an acquisition can get additional land on top of the existing storage, as this allows for expansion of the number of units once occupancy is high. Value-add involves making property improvements like lighting, fencing, paving, cameras, and signage to create a better product and command higher rents. But marketing is also important to fill the new units.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="http://www.patriotholdings.com">www.patriotholdings.com</a>  </p><p>Jeremy’s book: <a href="https://www.leftfieldinvestors.com/books/"><em>Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing</em></a> </p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> There’s a fascinating world out there for self-storage in a changing market. In this episode, Jeremiah Boucher, the founder and CEO of Patriot Holdings, shares his insights on why self-storage will continue to be in demand, despite potential economic downturns. He emphasizes the importance of operational excellence, adapting to market conditions, and careful property management. He also offers a comprehensive guide for LPs (Limited Partners) to understand investments and assess opportunities in the real estate market.  About Jeremiah Boucher Jeremiah Boucher is the founder and CEO of Patriot Holdings and manages a $350 million portfolio of alternative commercial real estate assets with a focus on self-storage, manufactured housing, and industrial. He is also the author of Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing. Here are some power takeaways from today’s conversation: [03:24] Jeremiah’s real estate journey [09:13] His transition from mobile home parks to self-storage [11:29] Self-storage investment in a changing market [18:01] A comprehensive guide for LPs  [20:31] What value add means in self-storage [26:39] Jeremiah’s criteria for choosing where to invest [34:57] Evaluating industrial real estate investments [38:30] Tips for vetting sponsors Episode Highlights: [11:29] Self-Storage Investment in a Changing Market​​ Jeremiah believes self-storage will continue to be in demand due to demographic trends and the need for space, despite potential economic downturns. However, investors need to be cautious about overpaying for self-storage assets. Jeremiah emphasizes the importance of operational excellence and adapting to changing market conditions. He also warns of market saturation and the need for careful property management. Additionally, while occupancy may grow, revenue might not as customers become more selective when choosing storage units. [18:44]  Key Considerations for LPs: Understanding Investments and Assessing Opportunities By considering these factors, LPs can gain a deeper understanding of their investments and make informed decisions that align with their goals. Communication and Quarterly Reports: LPs should prioritize open communication, including regular feedback and comprehensive quarterly reports that highlight key metrics. Operational Performance and Addressing Issues: LPs need to analyze how assets are performing and whether the company is actively addressing any challenges. Lack of distribution, for example, requires understanding the reasons behind it and the steps being taken to rectify the situation. Importance of Communication: Effective communication is critical for LPs to assess a team's ability to navigate difficult times. A history of transparent communication demonstrates the team's experience in overcoming challenges and ensures alignment with investors. Team Evaluation: LPs should not rely solely on one person's presentation skills but also seek to engage with other team members. A single-person operation increases vulnerability to personal circumstances that can impact investments. Value-Add Opportunities: LPs interested in value-add investments should focus on mismanaged assets. Typically, these assets require different capex. Additionally, prioritizing quality locations with good visibility and markets that have sufficient demand but limited supply is crucial. Barriers to Entry: Evaluating barriers to entry in the storage market helps determine the long-term viability of an investment. A market with limited supply per capita and obstacles for new entrants provides greater potential for success. [20:31] What Value Add Means in Self-Storage Value add refers to existing, mismanaged self-storage assets that typically have deferred capital expenditures. For a value add opportunity, the asset needs to have good quality "bones" like a decent existing storage business already in place that is conducive to tenants getting in and out easily. The highest value-add for his company is if an acquisition can get additional land on top of the existing storage, as this allows for expansion of the number of units once occupancy is high. Value-add involves making property improvements like lighting, fencing, paving, cameras, and signage to create a better product and command higher rents. But marketing is also important to fill the new units. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: www.patriotholdings.com   Jeremy’s book: Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing  Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Tribevest Rise48 Aspen Funds Vyzer There’s a fascinating world out there for self-storage in a changing market. In this episode, Jeremiah Boucher, the founder and CEO of Patriot Holdings, shares his insights on why self-storage will continue to be in demand, despite potential economic downturns. He emphasizes the importance of operational excellence, adapting to market conditions, and careful property management. He also offers a comprehensive guide for LPs (Limited Partners) to understand investments and assess opportunities in the real estate market. 

About Jeremiah Boucher

Jeremiah Boucher is the founder and CEO of Patriot Holdings and manages a $350 million portfolio of alternative commercial real estate assets with a focus on self-storage, manufactured housing, and industrial. He is also the author of Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing.

Here are some power takeaways from today’s conversation:

[03:24] Jeremiah’s real estate journey

[09:13] His transition from mobile home parks to self-storage

[11:29] Self-storage investment in a changing market

[18:01] A comprehensive guide for LPs 

[20:31] What value add means in self-storage

[26:39] Jeremiah’s criteria for choosing where to invest

[34:57] Evaluating industrial real estate investments

[38:30] Tips for vetting sponsors


Episode Highlights:

[11:29] Self-Storage Investment in a Changing Market​​

Jeremiah believes self-storage will continue to be in demand due to demographic trends and the need for space, despite potential economic downturns. However, investors need to be cautious about overpaying for self-storage assets. Jeremiah emphasizes the importance of operational excellence and adapting to changing market conditions. He also warns of market saturation and the need for careful property management. Additionally, while occupancy may grow, revenue might not as customers become more selective when choosing storage units.

[18:44]  Key Considerations for LPs: Understanding Investments and Assessing Opportunities

By considering these factors, LPs can gain a deeper understanding of their investments and make informed decisions that align with their goals.

  • Communication and Quarterly Reports: LPs should prioritize open communication, including regular feedback and comprehensive quarterly reports that highlight key metrics.


  • Operational Performance and Addressing Issues: LPs need to analyze how assets are performing and whether the company is actively addressing any challenges. Lack of distribution, for example, requires understanding the reasons behind it and the steps being taken to rectify the situation.


  • Importance of Communication: Effective communication is critical for LPs to assess a team's ability to navigate difficult times. A history of transparent communication demonstrates the team's experience in overcoming challenges and ensures alignment with investors.


  • Team Evaluation: LPs should not rely solely on one person's presentation skills but also seek to engage with other team members. A single-person operation increases vulnerability to personal circumstances that can impact investments.


  • Value-Add Opportunities: LPs interested in value-add investments should focus on mismanaged assets. Typically, these assets require different capex. Additionally, prioritizing quality locations with good visibility and markets that have sufficient demand but limited supply is crucial.


  • Barriers to Entry: Evaluating barriers to entry in the storage market helps determine the long-term viability of an investment. A market with limited supply per capita and obstacles for new entrants provides greater potential for success.


[20:31] What Value Add Means in Self-Storage

Value add refers to existing, mismanaged self-storage assets that typically have deferred capital expenditures. For a value add opportunity, the asset needs to have good quality "bones" like a decent existing storage business already in place that is conducive to tenants getting in and out easily. The highest value-add for his company is if an acquisition can get additional land on top of the existing storage, as this allows for expansion of the number of units once occupancy is high. Value-add involves making property improvements like lighting, fencing, paving, cameras, and signage to create a better product and command higher rents. But marketing is also important to fill the new units.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

www.patriotholdings.com  

Jeremy’s book: Finding Your Edge: How to Win at the Game of Commercial Real Estate Investing 

Advertising Partners:

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

Tribevest

Rise48

Aspen Funds

Vyzer

]]> 3054 no 137. The Future is Now: An Introduction to Emerging Tech Like AI, Cryptocurrency, and the Metaverse with Ben Jorgenson https://share.transistor.fm/s/9eb7a0ed Discover how decentralized technologies are shaping our future! Join Ben Jorgenson, visionary, CEO and founder of Constellation Network, as he explores blockchain, cryptocurrency, and the frontier of Web 3. Ben simplifies complex concepts like decentralized networks, smart contracts, and blockchain's application to challenges like deep-fakes and data governance. Whether new or experienced, gain insights into blockchain's disruptive potential across industries. About Ben Jorgenson Ben Jorgensen specializes in emerging technologies such as blockchain, cryptocurrency, and Web 3. Contracted by the US Department of Defense, Constellation Network is creating an ecosystem for developers to integrate applications with existing Web 2 infrastructure using blockchain technology.  Here are some power takeaways from today’s conversation: [04:05] Ben’s career background and how he found his way into blockchain [09:02] What is disruptive technology? [10:23] Understanding Web 3, blockchain, cryptocurrency, decentralized networking [17:33] Crypto technology and its potential uses [23:44] AI, data ownership, and governance [28:07] Blockchain's potential to validate AI and deep fake images [39:42] The potential of blockchain to simplify digital transactions and revolutionize the real estate industry  [45:08] Crypto regulations and fundraising with a crypto company owner Episode Highlights: [09:02] What is Disruptive Technology? Disruptive technology refers to anything that challenges societal norms and revolutionizes the way things are done. It breaks open established conventions, offering more efficient, cost-effective, and faster alternatives. Blockchain, for instance, has the potential to disrupt information exchange and validation, particularly in finance. Consider Bitcoin: do we really need multiple layers of institutions to send or receive money from one country to another, like from America to Amsterdam? It's about reimagining traditional processes and embracing innovative solutions that can reshape our world.  [10:23] Understanding Web 3, Blockchain, Cryptocurrency, and Decentralized Networking Web 3 encompasses various components, including metaverses - alternative digital worlds for immersive experiences - as recently highlighted by Facebook. Unlike traditional Web 2 technology, Web 3 introduces a more interactive and social aspect to online experiences. At its core is blockchain technology, enabling decentralized entities and transactions using cryptocurrency. This decentralized approach addresses concerns about data governance and control, offering the opportunity to reshape the socio-economic landscape and redefine information governance through Web 3. [39:42] Simplifying Digital Transactions and Revolutionizing The Real Estate Industry Through Blockchain Blockchain removes middlemen in digital transactions, automating processes through code-based trust. This enables seamless execution of contracts and title transfers, transforming the real estate industry. By streamlining the process and reducing human involvement, innovation in buying real estate and creating funds becomes immense. Embracing technology requires a broader perspective, recognizing its disruptive nature and the untapped potential of reducing intermediaries in real estate transactions. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Constellation Network Exponential Organizations by Salim Ismail Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: How Things Work Podcast Advertising Partners: Tribevest Spartan Investment Group Rise48 Aspen Funds Sun, 08 Oct 2023 07:00:00 -0000 137. The Future is Now: An Introduction to Emerging Tech Like AI, Cryptocurrency, and the Metaverse with Ben Jorgenson full 137 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Discover how decentralized technologies are shaping our future! Join Ben Jorgenson, visionary, CEO and founder of Constellation Network, as he explores blockchain, cryptocurrency, and the frontier of Web 3. Ben simplifies complex concepts like decentralized networks, smart contracts, and blockchain's application to challenges like deep-fakes and data governance. Whether new or experienced, gain insights into blockchain's disruptive potential across industries.</p><p><strong>About Ben Jorgenson<br></strong><br></p><p>Ben Jorgensen specializes in emerging technologies such as blockchain, cryptocurrency, and Web 3. Contracted by the US Department of Defense, Constellation Network is creating an ecosystem for developers to integrate applications with existing Web 2 infrastructure using blockchain technology. </p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:05] Ben’s career background and how he found his way into blockchain</p><p>[09:02] What is disruptive technology?</p><p>[10:23] Understanding Web 3, blockchain, cryptocurrency, decentralized networking</p><p>[17:33] Crypto technology and its potential uses</p><p>[23:44] AI, data ownership, and governance</p><p>[28:07] Blockchain's potential to validate AI and deep fake images</p><p>[39:42] The potential of blockchain to simplify digital transactions and revolutionize the real estate industry </p><p>[45:08] Crypto regulations and fundraising with a crypto company owner</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[09:02] What is Disruptive Technology?<br></strong><br></p><p>Disruptive technology refers to anything that challenges societal norms and revolutionizes the way things are done. It breaks open established conventions, offering more efficient, cost-effective, and faster alternatives. Blockchain, for instance, has the potential to disrupt information exchange and validation, particularly in finance. Consider Bitcoin: do we really need multiple layers of institutions to send or receive money from one country to another, like from America to Amsterdam? It's about reimagining traditional processes and embracing innovative solutions that can reshape our world. </p><p><strong>[10:23] Understanding Web 3, Blockchain, Cryptocurrency, and Decentralized Networking<br></strong><br></p><p>Web 3 encompasses various components, including metaverses - alternative digital worlds for immersive experiences - as recently highlighted by Facebook. Unlike traditional Web 2 technology, Web 3 introduces a more interactive and social aspect to online experiences. At its core is blockchain technology, enabling decentralized entities and transactions using cryptocurrency. This decentralized approach addresses concerns about data governance and control, offering the opportunity to reshape the socio-economic landscape and redefine information governance through Web 3.</p><p><strong>[39:42] Simplifying Digital Transactions and Revolutionizing The Real Estate Industry Through Blockchain<br></strong><br></p><p>Blockchain removes middlemen in digital transactions, automating processes through code-based trust. This enables seamless execution of contracts and title transfers, transforming the real estate industry. By streamlining the process and reducing human involvement, innovation in buying real estate and creating funds becomes immense. Embracing technology requires a broader perspective, recognizing its disruptive nature and the untapped potential of reducing intermediaries in real estate transactions.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://constellationnetwork.io/">Constellation Network<br></a><br></p><p><a href="https://www.amazon.com/Exponential-Organizations-organizations-better-cheaper/dp/1626814236"><em>Exponential Organizations</em></a> by Salim Ismail</p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://open.spotify.com/show/6YHpRqgtadxeYi9RxQNAOH">How Things Work Podcast<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><br></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://spartan-investors.com/">Spartan Investment Group</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p> Discover how decentralized technologies are shaping our future! Join Ben Jorgenson, visionary, CEO and founder of Constellation Network, as he explores blockchain, cryptocurrency, and the frontier of Web 3. Ben simplifies complex concepts like decentralized networks, smart contracts, and blockchain's application to challenges like deep-fakes and data governance. Whether new or experienced, gain insights into blockchain's disruptive potential across industries. About Ben Jorgenson Ben Jorgensen specializes in emerging technologies such as blockchain, cryptocurrency, and Web 3. Contracted by the US Department of Defense, Constellation Network is creating an ecosystem for developers to integrate applications with existing Web 2 infrastructure using blockchain technology.  Here are some power takeaways from today’s conversation: [04:05] Ben’s career background and how he found his way into blockchain [09:02] What is disruptive technology? [10:23] Understanding Web 3, blockchain, cryptocurrency, decentralized networking [17:33] Crypto technology and its potential uses [23:44] AI, data ownership, and governance [28:07] Blockchain's potential to validate AI and deep fake images [39:42] The potential of blockchain to simplify digital transactions and revolutionize the real estate industry  [45:08] Crypto regulations and fundraising with a crypto company owner Episode Highlights: [09:02] What is Disruptive Technology? Disruptive technology refers to anything that challenges societal norms and revolutionizes the way things are done. It breaks open established conventions, offering more efficient, cost-effective, and faster alternatives. Blockchain, for instance, has the potential to disrupt information exchange and validation, particularly in finance. Consider Bitcoin: do we really need multiple layers of institutions to send or receive money from one country to another, like from America to Amsterdam? It's about reimagining traditional processes and embracing innovative solutions that can reshape our world.  [10:23] Understanding Web 3, Blockchain, Cryptocurrency, and Decentralized Networking Web 3 encompasses various components, including metaverses - alternative digital worlds for immersive experiences - as recently highlighted by Facebook. Unlike traditional Web 2 technology, Web 3 introduces a more interactive and social aspect to online experiences. At its core is blockchain technology, enabling decentralized entities and transactions using cryptocurrency. This decentralized approach addresses concerns about data governance and control, offering the opportunity to reshape the socio-economic landscape and redefine information governance through Web 3. [39:42] Simplifying Digital Transactions and Revolutionizing The Real Estate Industry Through Blockchain Blockchain removes middlemen in digital transactions, automating processes through code-based trust. This enables seamless execution of contracts and title transfers, transforming the real estate industry. By streamlining the process and reducing human involvement, innovation in buying real estate and creating funds becomes immense. Embracing technology requires a broader perspective, recognizing its disruptive nature and the untapped potential of reducing intermediaries in real estate transactions. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Constellation Network Exponential Organizations by Salim Ismail Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Podcast Recommendations: How Things Work Podcast Advertising Partners: Tribevest Spartan Investment Group Rise48 Aspen Funds Discover how decentralized technologies are shaping our future! Join Ben Jorgenson, visionary, CEO and founder of Constellation Network, as he explores blockchain, cryptocurrency, and the frontier of Web 3. Ben simplifies complex concepts like decentralized networks, smart contracts, and blockchain's application to challenges like deep-fakes and data governance. Whether new or experienced, gain insights into blockchain's disruptive potential across industries.

About Ben Jorgenson

Ben Jorgensen specializes in emerging technologies such as blockchain, cryptocurrency, and Web 3. Contracted by the US Department of Defense, Constellation Network is creating an ecosystem for developers to integrate applications with existing Web 2 infrastructure using blockchain technology. 

Here are some power takeaways from today’s conversation:

[04:05] Ben’s career background and how he found his way into blockchain

[09:02] What is disruptive technology?

[10:23] Understanding Web 3, blockchain, cryptocurrency, decentralized networking

[17:33] Crypto technology and its potential uses

[23:44] AI, data ownership, and governance

[28:07] Blockchain's potential to validate AI and deep fake images

[39:42] The potential of blockchain to simplify digital transactions and revolutionize the real estate industry 

[45:08] Crypto regulations and fundraising with a crypto company owner


Episode Highlights:

[09:02] What is Disruptive Technology?

Disruptive technology refers to anything that challenges societal norms and revolutionizes the way things are done. It breaks open established conventions, offering more efficient, cost-effective, and faster alternatives. Blockchain, for instance, has the potential to disrupt information exchange and validation, particularly in finance. Consider Bitcoin: do we really need multiple layers of institutions to send or receive money from one country to another, like from America to Amsterdam? It's about reimagining traditional processes and embracing innovative solutions that can reshape our world. 

[10:23] Understanding Web 3, Blockchain, Cryptocurrency, and Decentralized Networking

Web 3 encompasses various components, including metaverses - alternative digital worlds for immersive experiences - as recently highlighted by Facebook. Unlike traditional Web 2 technology, Web 3 introduces a more interactive and social aspect to online experiences. At its core is blockchain technology, enabling decentralized entities and transactions using cryptocurrency. This decentralized approach addresses concerns about data governance and control, offering the opportunity to reshape the socio-economic landscape and redefine information governance through Web 3.

[39:42] Simplifying Digital Transactions and Revolutionizing The Real Estate Industry Through Blockchain

Blockchain removes middlemen in digital transactions, automating processes through code-based trust. This enables seamless execution of contracts and title transfers, transforming the real estate industry. By streamlining the process and reducing human involvement, innovation in buying real estate and creating funds becomes immense. Embracing technology requires a broader perspective, recognizing its disruptive nature and the untapped potential of reducing intermediaries in real estate transactions.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Constellation Network

Exponential Organizations by Salim Ismail

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh


Podcast Recommendations:

How Things Work Podcast

Advertising Partners:


Tribevest

Spartan Investment Group

Rise48

Aspen Funds

]]> 3477 no 136. Real Estate Investor Bronson Hill on ATMs, Car Washes, and Creating Consistent Cash Flow https://share.transistor.fm/s/3da1d8dc Are you looking to diversify your portfolio beyond traditional stocks and bonds? Tune into the latest episode featuring real estate investor Bronson Hill. Bronson shares fascinating insights from his career transitioning from medical device sales to owning over $200M in multifamily units. He discusses alternative assets like ATMs, car washes, and oil/gas that can generate consistent cash flow. About Bronson Hill Bronson Hill is a multifaceted professional with expertise across various roles. As the managing member of Bronson Equity and general partner in 2,000 multifamily units valued at over $200 million, he excels in the real estate industry. He is also the host of the “Mailbox Money Show” podcast and author of How to Use Inflation to Your Advantage. Here are some power takeaways from today’s conversation: [04:13] Bronson’s journey from medical sales to real estate investing [09:59] The power of education  [11:32] The importance of creating multiple income streams [13:04] Using inflation to investors' advantage with real assets and debt [23:21] Different types of alternative investments [32:24] Vetting oil and gas investment partners [35:23] Due diligence for real estate investments Episode Highlights: [10:11] Breaking the Myth About Self-Made Millionaires and the Power of Learning A study by Fidelity Investments revealed that 88% of millionaires are self-made, challenging the belief that wealth is only inherited or reserved for the privileged few. Continuous learning is key to achieving financial success. Whether through education, career advancement, or entrepreneurship, lifelong learners have actively sought knowledge and expanded their skill sets to accumulate wealth. [13:05] The Impact of Economic Issues and Inflation on Asset Values Money in the bank loses value to inflation. Real estate and other cash-flowing assets are valuable during economic issues or inflation, as they hedge against inflation, appreciate, and generate passive income. Investors must consider these factors to avoid losses. Investing in real estate or tangible assets protects investments from economic trends, providing stability and steady rental income. It's an attractive option for investors seeking financial security.  [23:21] Different Types of Alternative Investments Real Estate - Bronson got his start in single-family homes before moving to multifamily apartments and syndication. Real estate can include commercial properties like storage units as well. ATMs - Bronson is invested in ATM machines through a fund, which provide very consistent monthly cash flow from transaction fees. Car Washes - This is a newer asset class that Bronson discussed, as large operators are consolidating the fragmented industry. Car washes have potential for cash flow and appreciation. Oil and Gas - While at higher risk, certain oil and gas deals like non-operated working interests can generate income through royalty payments and appreciation if operated efficiently. Precious Metals - Bronson stores physical gold and silver and can borrow against the value for liquidity needs at lower interest rates than typical loans. Private Lending - Providing loans to real estate developers and businesses can generate returns, though due diligence on borrowers is crucial. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned:  www.bronsonequity.com  Podcast Recommendations: Mailbox Money Show The Daily Audio Bible Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Tribevest Rise48 Aspen Funds Vyzer Sun, 01 Oct 2023 07:00:00 -0000 136. Real Estate Investor Bronson Hill on ATMs, Car Washes, and Creating Consistent Cash Flow full 136 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Are you looking to diversify your portfolio beyond traditional stocks and bonds? Tune into the latest episode featuring real estate investor Bronson Hill. Bronson shares fascinating insights from his career transitioning from medical device sales to owning over $200M in multifamily units. He discusses alternative assets like ATMs, car washes, and oil/gas that can generate consistent cash flow.</p><p><strong>About Bronson Hill<br></strong><br></p><ul><li>Bronson Hill is a multifaceted professional with expertise across various roles. As the managing member of Bronson Equity and general partner in 2,000 multifamily units valued at over $200 million, he excels in the real estate industry. He is also the host of the “Mailbox Money Show” podcast and author of <em>How to Use Inflation to Your Advantage</em>.<p></p></li><li><strong>Here are some power takeaways from today’s conversation:<br></strong><br></li></ul><p>[04:13] Bronson’s journey from medical sales to real estate investing</p><p>[09:59] The power of education </p><p>[11:32] The importance of creating multiple income streams</p><p>[13:04] Using inflation to investors' advantage with real assets and debt</p><p>[23:21] Different types of alternative investments</p><p>[32:24] Vetting oil and gas investment partners</p><p>[35:23] Due diligence for real estate investments</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[10:11] Breaking the Myth About Self-Made Millionaires and the Power of Learning<br></strong><br></p><p>A study by Fidelity Investments revealed that 88% of millionaires are self-made, challenging the belief that wealth is only inherited or reserved for the privileged few. Continuous learning is key to achieving financial success. Whether through education, career advancement, or entrepreneurship, lifelong learners have actively sought knowledge and expanded their skill sets to accumulate wealth.</p><p><strong><br>[13:05] The Impact of Economic Issues and Inflation on Asset Values<br></strong><br></p><p><br>Money in the bank loses value to inflation. Real estate and other cash-flowing assets are valuable during economic issues or inflation, as they hedge against inflation, appreciate, and generate passive income. Investors must consider these factors to avoid losses. Investing in real estate or tangible assets protects investments from economic trends, providing stability and steady rental income. It's an attractive option for investors seeking financial security. </p><p><strong>[23:21] Different Types of Alternative Investments</strong></p><ul><li><strong>Real Estate - </strong>Bronson got his start in single-family homes before moving to multifamily apartments and syndication. Real estate can include commercial properties like storage units as well.</li><li><strong>ATMs</strong> - Bronson is invested in ATM machines through a fund, which provide very consistent monthly cash flow from transaction fees.</li><li><strong>Car Washes </strong>- This is a newer asset class that Bronson discussed, as large operators are consolidating the fragmented industry. Car washes have potential for cash flow and appreciation.</li><li><strong>Oil and Gas</strong> - While at higher risk, certain oil and gas deals like non-operated working interests can generate income through royalty payments and appreciation if operated efficiently.</li><li><strong>Precious Metals </strong>- Bronson stores physical gold and silver and can borrow against the value for liquidity needs at lower interest rates than typical loans.</li><li><strong>Private Lending </strong>- Providing loans to real estate developers and businesses can generate returns, though due diligence on borrowers is crucial.<p></p></li></ul><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned: <br></strong><br></p><p><a href="http://www.bronsonequity.com">www.bronsonequity.com</a> </p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://podcasts.apple.com/us/podcast/mailbox-money-show/id1580397502">Mailbox Money Show<br></a><br></p><p><a href="https://podcasts.apple.com/us/podcast/1-year-daily-audio-bible/id111065122">The Daily Audio Bible<br></a><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</em></a><em> </em>by Steve Suh</p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Are you looking to diversify your portfolio beyond traditional stocks and bonds? Tune into the latest episode featuring real estate investor Bronson Hill. Bronson shares fascinating insights from his career transitioning from medical device sales to owning over $200M in multifamily units. He discusses alternative assets like ATMs, car washes, and oil/gas that can generate consistent cash flow. About Bronson Hill Bronson Hill is a multifaceted professional with expertise across various roles. As the managing member of Bronson Equity and general partner in 2,000 multifamily units valued at over $200 million, he excels in the real estate industry. He is also the host of the “Mailbox Money Show” podcast and author of How to Use Inflation to Your Advantage. Here are some power takeaways from today’s conversation: [04:13] Bronson’s journey from medical sales to real estate investing [09:59] The power of education  [11:32] The importance of creating multiple income streams [13:04] Using inflation to investors' advantage with real assets and debt [23:21] Different types of alternative investments [32:24] Vetting oil and gas investment partners [35:23] Due diligence for real estate investments Episode Highlights: [10:11] Breaking the Myth About Self-Made Millionaires and the Power of Learning A study by Fidelity Investments revealed that 88% of millionaires are self-made, challenging the belief that wealth is only inherited or reserved for the privileged few. Continuous learning is key to achieving financial success. Whether through education, career advancement, or entrepreneurship, lifelong learners have actively sought knowledge and expanded their skill sets to accumulate wealth. [13:05] The Impact of Economic Issues and Inflation on Asset Values Money in the bank loses value to inflation. Real estate and other cash-flowing assets are valuable during economic issues or inflation, as they hedge against inflation, appreciate, and generate passive income. Investors must consider these factors to avoid losses. Investing in real estate or tangible assets protects investments from economic trends, providing stability and steady rental income. It's an attractive option for investors seeking financial security.  [23:21] Different Types of Alternative Investments Real Estate - Bronson got his start in single-family homes before moving to multifamily apartments and syndication. Real estate can include commercial properties like storage units as well. ATMs - Bronson is invested in ATM machines through a fund, which provide very consistent monthly cash flow from transaction fees. Car Washes - This is a newer asset class that Bronson discussed, as large operators are consolidating the fragmented industry. Car washes have potential for cash flow and appreciation. Oil and Gas - While at higher risk, certain oil and gas deals like non-operated working interests can generate income through royalty payments and appreciation if operated efficiently. Precious Metals - Bronson stores physical gold and silver and can borrow against the value for liquidity needs at lower interest rates than typical loans. Private Lending - Providing loans to real estate developers and businesses can generate returns, though due diligence on borrowers is crucial. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned:  www.bronsonequity.com  Podcast Recommendations: Mailbox Money Show The Daily Audio Bible Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh Tribevest Rise48 Aspen Funds Vyzer Are you looking to diversify your portfolio beyond traditional stocks and bonds? Tune into the latest episode featuring real estate investor Bronson Hill. Bronson shares fascinating insights from his career transitioning from medical device sales to owning over $200M in multifamily units. He discusses alternative assets like ATMs, car washes, and oil/gas that can generate consistent cash flow.

About Bronson Hill

  • Bronson Hill is a multifaceted professional with expertise across various roles. As the managing member of Bronson Equity and general partner in 2,000 multifamily units valued at over $200 million, he excels in the real estate industry. He is also the host of the “Mailbox Money Show” podcast and author of How to Use Inflation to Your Advantage.


  • Here are some power takeaways from today’s conversation:

[04:13] Bronson’s journey from medical sales to real estate investing

[09:59] The power of education 

[11:32] The importance of creating multiple income streams

[13:04] Using inflation to investors' advantage with real assets and debt

[23:21] Different types of alternative investments

[32:24] Vetting oil and gas investment partners

[35:23] Due diligence for real estate investments


Episode Highlights:

[10:11] Breaking the Myth About Self-Made Millionaires and the Power of Learning

A study by Fidelity Investments revealed that 88% of millionaires are self-made, challenging the belief that wealth is only inherited or reserved for the privileged few. Continuous learning is key to achieving financial success. Whether through education, career advancement, or entrepreneurship, lifelong learners have actively sought knowledge and expanded their skill sets to accumulate wealth.


[13:05] The Impact of Economic Issues and Inflation on Asset Values


Money in the bank loses value to inflation. Real estate and other cash-flowing assets are valuable during economic issues or inflation, as they hedge against inflation, appreciate, and generate passive income. Investors must consider these factors to avoid losses. Investing in real estate or tangible assets protects investments from economic trends, providing stability and steady rental income. It's an attractive option for investors seeking financial security. 

[23:21] Different Types of Alternative Investments

  • Real Estate - Bronson got his start in single-family homes before moving to multifamily apartments and syndication. Real estate can include commercial properties like storage units as well.
  • ATMs - Bronson is invested in ATM machines through a fund, which provide very consistent monthly cash flow from transaction fees.
  • Car Washes - This is a newer asset class that Bronson discussed, as large operators are consolidating the fragmented industry. Car washes have potential for cash flow and appreciation.
  • Oil and Gas - While at higher risk, certain oil and gas deals like non-operated working interests can generate income through royalty payments and appreciation if operated efficiently.
  • Precious Metals - Bronson stores physical gold and silver and can borrow against the value for liquidity needs at lower interest rates than typical loans.
  • Private Lending - Providing loans to real estate developers and businesses can generate returns, though due diligence on borrowers is crucial.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned: 

www.bronsonequity.com 

Podcast Recommendations:

Mailbox Money Show

The Daily Audio Bible

Advertising Partners:

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

Tribevest

Rise48

Aspen Funds

Vyzer

]]> 2929 no 135. A Journey in Multifamily Investing: An Interview with Andrew Cushman https://share.transistor.fm/s/ceed4b64 In this episode, Andrew Cushman, founder and principal of Vantage Point Acquisitions shares his journey from engineering to house flipping to becoming a successful multifamily syndicator. Learn about lessons from his best and worst deals, strategies for navigating changing economic conditions like rising interest rates, and tips for evaluating investment opportunities. Listen in and gain insights on building a long-term real estate career from someone who has seen market cycles come and go! About Andrew Cushman Andrew Cushman is the founder and principal of Vantage Point Acquisitions, a real estate private equity firm specializing in multifamily apartments, particularly in the southeast region. After leaving his corporate position in 2007, Andrew ventured into real estate investment, initially focusing on flipping single-family properties in Southern California. Over time, he transitioned to multifamily acquisitions and has since syndicated and repositioned over 2,600 multifamily units. A former chemical engineer, Andrew brings a unique perspective to the real estate industry.  Here are some power takeaways from today’s conversation: [03:11] Andrew’s real estate investing journey [08:06] Practicing R&D in the real estate world [11:39] How he made the transition from engineering to flipping houses [13:39] The worst syndication he has done [20:56] Most common mistakes LP investors make [24:38] IRR vs. AAR [38:36] Fixed rate debt on the portfolio Episode Highlights: [08:06] Practicing R&D in the Real Estate World In the world of real estate, there's a beautiful concept called "rip off and duplicate," as Cameron Harold aptly puts it. In the corporate world, that's research and development; in real estate, it's rip-off and duplicate. Find somebody who's already successful at what you want to do, learn and copy what they do, and go execute.  This approach not only provides a blueprint for action but also instills the confidence to persist, knowing that proven methods are at hand.  [13:39] Lessons Learned From Buying C-Class Properties C-class properties may appear promising on paper, but their true nature often falls short in the real world. Recognizing this, Andrew coined the phrase "the grass is always greener over the septic tank" to highlight the deceptive allure of these properties and the lack of competition surrounding them. During a recession, rough C-class properties suffer the most, experiencing severe delinquency and plummeting value. For Adam, this was the worst deal he and his wife had ever done. Although the returns were not impressive, his experience taught him invaluable lessons, now more knowledgeable about what to do and what not to do. [20:56] Common Mistakes LP Investors Make Shopping deals solely based on projected IRR without considering the different levels of risk involved to achieve those returns. Higher returns do not always mean a better investment if they come with greater risk. Not understanding the relationship between risk and return Failing to evaluate deals based on multiple metrics like IRR, annual cash-on-cash return, equity multiple, and annual average return rather than just one metric. No single number tells the whole story. Viewing the relationship with the sponsor/general partner as adversarial rather than as a partnership. Investors need to ensure their interests are aligned with the experienced sponsors they are entrusting their capital for the holding period. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Vantage Point Acquisitions Podcast Recommendations: Macro Voices  Advertising Partners: Tribevest Aspen Funds Viking Capital Rise48 Sun, 24 Sep 2023 07:00:00 -0000 135. A Journey in Multifamily Investing: An Interview with Andrew Cushman full 135 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode, Andrew Cushman, founder and principal of Vantage Point Acquisitions shares his journey from engineering to house flipping to becoming a successful multifamily syndicator. Learn about lessons from his best and worst deals, strategies for navigating changing economic conditions like rising interest rates, and tips for evaluating investment opportunities. Listen in and gain insights on building a long-term real estate career from someone who has seen market cycles come and go!</p><p><strong>About Andrew Cushman<br></strong><br></p><p>Andrew Cushman is the founder and principal of Vantage Point Acquisitions, a real estate private equity firm specializing in multifamily apartments, particularly in the southeast region. After leaving his corporate position in 2007, Andrew ventured into real estate investment, initially focusing on flipping single-family properties in Southern California. Over time, he transitioned to multifamily acquisitions and has since syndicated and repositioned over 2,600 multifamily units. A former chemical engineer, Andrew brings a unique perspective to the real estate industry. </p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[03:11] Andrew’s real estate investing journey</p><p>[08:06] Practicing R&amp;D in the real estate world</p><p>[11:39] How he made the transition from engineering to flipping houses</p><p>[13:39] The worst syndication he has done</p><p>[20:56] Most common mistakes LP investors make</p><p>[24:38] IRR vs. AAR</p><p>[38:36] Fixed rate debt on the portfolio</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[08:06] Practicing R&amp;D in the Real Estate World<br></strong><br></p><p>In the world of real estate, there's a beautiful concept called "rip off and duplicate," as Cameron Harold aptly puts it. In the corporate world, that's research and development; in real estate, it's rip-off and duplicate. Find somebody who's already successful at what you want to do, learn and copy what they do, and go execute.  This approach not only provides a blueprint for action but also instills the confidence to persist, knowing that proven methods are at hand. </p><p><strong>[13:39] Lessons Learned From Buying C-Class Properties<br></strong><br></p><p>C-class properties may appear promising on paper, but their true nature often falls short in the real world. Recognizing this, Andrew coined the phrase "the grass is always greener over the septic tank" to highlight the deceptive allure of these properties and the lack of competition surrounding them. During a recession, rough C-class properties suffer the most, experiencing severe delinquency and plummeting value. For Adam, this was the worst deal he and his wife had ever done. Although the returns were not impressive, his experience taught him invaluable lessons, now more knowledgeable about what to do and what not to do.</p><p><strong>[20:56] Common Mistakes LP Investors Make<br></strong><br></p><ul><li>Shopping deals solely based on projected IRR without considering the different levels of risk involved to achieve those returns. Higher returns do not always mean a better investment if they come with greater risk.</li><li>Not understanding the relationship between risk and return</li><li>Failing to evaluate deals based on multiple metrics like IRR, annual cash-on-cash return, equity multiple, and annual average return rather than just one metric. No single number tells the whole story.</li><li>Viewing the relationship with the sponsor/general partner as adversarial rather than as a partnership. Investors need to ensure their interests are aligned with the experienced sponsors they are entrusting their capital for the holding period.<p></p></li></ul><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.vpacq.com/">Vantage Point Acquisitions<br></a><br></p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://podcasts.apple.com/us/podcast/macro-voices/id1079172742">Macro Voices</a> </p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://vikingcapllc.com/">Viking Capital</a></p><p><a href="https://rise48.com/">Rise48</a></p> In this episode, Andrew Cushman, founder and principal of Vantage Point Acquisitions shares his journey from engineering to house flipping to becoming a successful multifamily syndicator. Learn about lessons from his best and worst deals, strategies for navigating changing economic conditions like rising interest rates, and tips for evaluating investment opportunities. Listen in and gain insights on building a long-term real estate career from someone who has seen market cycles come and go! About Andrew Cushman Andrew Cushman is the founder and principal of Vantage Point Acquisitions, a real estate private equity firm specializing in multifamily apartments, particularly in the southeast region. After leaving his corporate position in 2007, Andrew ventured into real estate investment, initially focusing on flipping single-family properties in Southern California. Over time, he transitioned to multifamily acquisitions and has since syndicated and repositioned over 2,600 multifamily units. A former chemical engineer, Andrew brings a unique perspective to the real estate industry.  Here are some power takeaways from today’s conversation: [03:11] Andrew’s real estate investing journey [08:06] Practicing R&D in the real estate world [11:39] How he made the transition from engineering to flipping houses [13:39] The worst syndication he has done [20:56] Most common mistakes LP investors make [24:38] IRR vs. AAR [38:36] Fixed rate debt on the portfolio Episode Highlights: [08:06] Practicing R&D in the Real Estate World In the world of real estate, there's a beautiful concept called "rip off and duplicate," as Cameron Harold aptly puts it. In the corporate world, that's research and development; in real estate, it's rip-off and duplicate. Find somebody who's already successful at what you want to do, learn and copy what they do, and go execute.  This approach not only provides a blueprint for action but also instills the confidence to persist, knowing that proven methods are at hand.  [13:39] Lessons Learned From Buying C-Class Properties C-class properties may appear promising on paper, but their true nature often falls short in the real world. Recognizing this, Andrew coined the phrase "the grass is always greener over the septic tank" to highlight the deceptive allure of these properties and the lack of competition surrounding them. During a recession, rough C-class properties suffer the most, experiencing severe delinquency and plummeting value. For Adam, this was the worst deal he and his wife had ever done. Although the returns were not impressive, his experience taught him invaluable lessons, now more knowledgeable about what to do and what not to do. [20:56] Common Mistakes LP Investors Make Shopping deals solely based on projected IRR without considering the different levels of risk involved to achieve those returns. Higher returns do not always mean a better investment if they come with greater risk. Not understanding the relationship between risk and return Failing to evaluate deals based on multiple metrics like IRR, annual cash-on-cash return, equity multiple, and annual average return rather than just one metric. No single number tells the whole story. Viewing the relationship with the sponsor/general partner as adversarial rather than as a partnership. Investors need to ensure their interests are aligned with the experienced sponsors they are entrusting their capital for the holding period. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Vantage Point Acquisitions Podcast Recommendations: Macro Voices  Advertising Partners: Tribevest Aspen Funds Viking Capital Rise48 In this episode, Andrew Cushman, founder and principal of Vantage Point Acquisitions shares his journey from engineering to house flipping to becoming a successful multifamily syndicator. Learn about lessons from his best and worst deals, strategies for navigating changing economic conditions like rising interest rates, and tips for evaluating investment opportunities. Listen in and gain insights on building a long-term real estate career from someone who has seen market cycles come and go!

About Andrew Cushman

Andrew Cushman is the founder and principal of Vantage Point Acquisitions, a real estate private equity firm specializing in multifamily apartments, particularly in the southeast region. After leaving his corporate position in 2007, Andrew ventured into real estate investment, initially focusing on flipping single-family properties in Southern California. Over time, he transitioned to multifamily acquisitions and has since syndicated and repositioned over 2,600 multifamily units. A former chemical engineer, Andrew brings a unique perspective to the real estate industry. 

Here are some power takeaways from today’s conversation:

[03:11] Andrew’s real estate investing journey

[08:06] Practicing R&D in the real estate world

[11:39] How he made the transition from engineering to flipping houses

[13:39] The worst syndication he has done

[20:56] Most common mistakes LP investors make

[24:38] IRR vs. AAR

[38:36] Fixed rate debt on the portfolio


Episode Highlights:

[08:06] Practicing R&D in the Real Estate World

In the world of real estate, there's a beautiful concept called "rip off and duplicate," as Cameron Harold aptly puts it. In the corporate world, that's research and development; in real estate, it's rip-off and duplicate. Find somebody who's already successful at what you want to do, learn and copy what they do, and go execute.  This approach not only provides a blueprint for action but also instills the confidence to persist, knowing that proven methods are at hand. 

[13:39] Lessons Learned From Buying C-Class Properties

C-class properties may appear promising on paper, but their true nature often falls short in the real world. Recognizing this, Andrew coined the phrase "the grass is always greener over the septic tank" to highlight the deceptive allure of these properties and the lack of competition surrounding them. During a recession, rough C-class properties suffer the most, experiencing severe delinquency and plummeting value. For Adam, this was the worst deal he and his wife had ever done. Although the returns were not impressive, his experience taught him invaluable lessons, now more knowledgeable about what to do and what not to do.

[20:56] Common Mistakes LP Investors Make

  • Shopping deals solely based on projected IRR without considering the different levels of risk involved to achieve those returns. Higher returns do not always mean a better investment if they come with greater risk.
  • Not understanding the relationship between risk and return
  • Failing to evaluate deals based on multiple metrics like IRR, annual cash-on-cash return, equity multiple, and annual average return rather than just one metric. No single number tells the whole story.
  • Viewing the relationship with the sponsor/general partner as adversarial rather than as a partnership. Investors need to ensure their interests are aligned with the experienced sponsors they are entrusting their capital for the holding period.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Vantage Point Acquisitions

Podcast Recommendations:

Macro Voices 

Advertising Partners:

Tribevest

Aspen Funds

Viking Capital

Rise48

]]> 2964 no 134. Inside Real Estate Syndications: A Lawyer's Perspective with Mauricio Rauld https://share.transistor.fm/s/7af98f03 Unlock the secrets of securities compliance from the lawyer that syndicators trust. Mauricio Rauld, the syndication attorney for real estate syndicators, shares how to leverage legal requirements to your advantage when investing in syndications. About Mauricio Rauld Mauricio Rauld is an attorney and founder of Premier Law Group, which specializes in real estate syndications. He helps real estate syndicators comply with securities laws. He is also a co-host of the podcast, Drunk Real Estate. Here are some power takeaways from today’s conversation: [03:00] How he got into the real estate space [05:49] Issues to look for when investing in syndications [09:29] Questions to ask when looking at deals [15:45] The importance of reading the PPM (private placement memorandum)  [27:30] Things to look for in an operating agreement [30:53] Punitive consequences of not doing a cash call [35:07] Thoughts on changes to the accredited investor definition [40:31] What is a disregarded entity? [42:52] Investing through an LLC versus investing in your own name [46:09] The pros and cons of LPs Episode Highlights: [06:13] The Importance of Due Diligence in Limited Partnerships In a limited partnership (LP), the investors' liability and decision-making ability are both limited. Once they've entered into the deal, their legal control is minimal or non-existent. They contribute capital to allow the sponsor or syndicator to take charge. The only time the LP has control and a say is before making the investment. This underscores the significance of thorough due diligence, particularly when evaluating the sponsor. Knowing their credentials, track record, and operations becomes paramount. A great deal can be ruined by a subpar sponsor, while a strong sponsor can navigate challenging situations and turn things around. [09:29] Things to Look for When Reviewing Deals When reviewing deals, consider the sponsor's experience in the specific asset class and their track record. Plan for potential sponsor incapacity and funding for replacement operators. Check if experienced legal counsel advises on securities compliance. Ensure the required PPM is prepared and matches oral and marketing descriptions. Assess sponsor fees and compensation alignment with investors' goals. Understand the recourse for LPs if they wish to remove a poorly performing sponsor. [15:45] The Importance of Reading the PPM and Operating Agreement The PPM is a crucial disclosure document that highlights investment risks. Focus on the sponsor's experience and track record outlined in the document. Pay attention to the risk factor section, reviewing material disclosures like bankruptcies or convictions. Conflicts of interest and compensation disclosure are crucial when reviewing a PPM. It's essential to pay attention to risk factors and ensure that all compensation details are disclosed. The absence of a PPM is a significant red flag, indicating potential corner-cutting by the sponsor. Matching information between the PPM and the operating agreement is also important, as the latter governs terms and conditions. Inconsistencies may lead to discrepancies in expected returns and fees. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Premier Law Group Drunk Real Estate Podcast Rich Dad Poor Dad by Robert Kiyosaki Podcast Recommendations: Milkshake Markets Madness Advertising Partners: Tribevest Rise48 Aspen Funds Vyzer Sun, 17 Sep 2023 07:00:00 -0000 134. Inside Real Estate Syndications: A Lawyer's Perspective with Mauricio Rauld full 134 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Unlock the secrets of securities compliance from the lawyer that syndicators trust. Mauricio Rauld, the syndication attorney for real estate syndicators, shares how to leverage legal requirements to your advantage when investing in syndications.</p><p><strong>About Mauricio Rauld<br></strong><br></p><p>Mauricio Rauld is an attorney and founder of Premier Law Group, which specializes in real estate syndications. He helps real estate syndicators comply with securities laws. He is also a co-host of the podcast, Drunk Real Estate.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[03:00] How he got into the real estate space</p><p>[05:49] Issues to look for when investing in syndications</p><p>[09:29] Questions to ask when looking at deals</p><p>[15:45] The importance of reading the PPM (private placement memorandum) </p><p>[27:30] Things to look for in an operating agreement</p><p>[30:53] Punitive consequences of not doing a cash call</p><p>[35:07] Thoughts on changes to the accredited investor definition</p><p>[40:31] What is a disregarded entity?</p><p>[42:52] Investing through an LLC versus investing in your own name</p><p>[46:09] The pros and cons of LPs</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[06:13] The Importance of Due Diligence in Limited Partnerships<br></strong><br></p><p>In a limited partnership (LP), the investors' liability and decision-making ability are both limited. Once they've entered into the deal, their legal control is minimal or non-existent. They contribute capital to allow the sponsor or syndicator to take charge. The only time the LP has control and a say is before making the investment. This underscores the significance of thorough due diligence, particularly when evaluating the sponsor. Knowing their credentials, track record, and operations becomes paramount. A great deal can be ruined by a subpar sponsor, while a strong sponsor can navigate challenging situations and turn things around.</p><p><strong>[09:29] Things to Look for When Reviewing Deals<br></strong><br></p><p>When reviewing deals, consider the sponsor's experience in the specific asset class and their track record. Plan for potential sponsor incapacity and funding for replacement operators. Check if experienced legal counsel advises on securities compliance. Ensure the required PPM is prepared and matches oral and marketing descriptions. Assess sponsor fees and compensation alignment with investors' goals. Understand the recourse for LPs if they wish to remove a poorly performing sponsor.</p><p><strong><br>[15:45] The Importance of Reading the PPM and Operating Agreement<br></strong><br></p><p>The PPM is a crucial disclosure document that highlights investment risks. Focus on the sponsor's experience and track record outlined in the document. Pay attention to the risk factor section, reviewing material disclosures like bankruptcies or convictions. Conflicts of interest and compensation disclosure are crucial when reviewing a PPM. It's essential to pay attention to risk factors and ensure that all compensation details are disclosed. The absence of a PPM is a significant red flag, indicating potential corner-cutting by the sponsor. Matching information between the PPM and the operating agreement is also important, as the latter governs terms and conditions. Inconsistencies may lead to discrepancies in expected returns and fees.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:</strong></p><p><a href="https://www.premierlawgroup.net/">Premier Law Group</a></p><p><a href="https://www.youtube.com/playlist?list=PLPyj0DaORKPAcFHJqOUf5gDI6lEJj_C-2">Drunk Real Estate Podcast</a></p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Rich Dad Poor Dad</em></a><em> </em>by Robert Kiyosaki</p><p><br></p><p><strong>Podcast Recommendations:</strong></p><p><a href="https://www.youtube.com/channel/UChvlmVy6Q0a9uC1jRFRpp8Q">Milkshake Markets Madness</a></p><p><br></p><p><strong>Advertising Partners:</strong></p><p><a href="https://www.tribevest.com/">Tribevest</a></p><p><a href="https://rise48.com/">Rise48</a></p><p><a href="https://aspenfunds.us/">Aspen Funds</a></p><p><a href="https://vyzer.co/">Vyzer</a></p> Unlock the secrets of securities compliance from the lawyer that syndicators trust. Mauricio Rauld, the syndication attorney for real estate syndicators, shares how to leverage legal requirements to your advantage when investing in syndications. About Mauricio Rauld Mauricio Rauld is an attorney and founder of Premier Law Group, which specializes in real estate syndications. He helps real estate syndicators comply with securities laws. He is also a co-host of the podcast, Drunk Real Estate. Here are some power takeaways from today’s conversation: [03:00] How he got into the real estate space [05:49] Issues to look for when investing in syndications [09:29] Questions to ask when looking at deals [15:45] The importance of reading the PPM (private placement memorandum)  [27:30] Things to look for in an operating agreement [30:53] Punitive consequences of not doing a cash call [35:07] Thoughts on changes to the accredited investor definition [40:31] What is a disregarded entity? [42:52] Investing through an LLC versus investing in your own name [46:09] The pros and cons of LPs Episode Highlights: [06:13] The Importance of Due Diligence in Limited Partnerships In a limited partnership (LP), the investors' liability and decision-making ability are both limited. Once they've entered into the deal, their legal control is minimal or non-existent. They contribute capital to allow the sponsor or syndicator to take charge. The only time the LP has control and a say is before making the investment. This underscores the significance of thorough due diligence, particularly when evaluating the sponsor. Knowing their credentials, track record, and operations becomes paramount. A great deal can be ruined by a subpar sponsor, while a strong sponsor can navigate challenging situations and turn things around. [09:29] Things to Look for When Reviewing Deals When reviewing deals, consider the sponsor's experience in the specific asset class and their track record. Plan for potential sponsor incapacity and funding for replacement operators. Check if experienced legal counsel advises on securities compliance. Ensure the required PPM is prepared and matches oral and marketing descriptions. Assess sponsor fees and compensation alignment with investors' goals. Understand the recourse for LPs if they wish to remove a poorly performing sponsor. [15:45] The Importance of Reading the PPM and Operating Agreement The PPM is a crucial disclosure document that highlights investment risks. Focus on the sponsor's experience and track record outlined in the document. Pay attention to the risk factor section, reviewing material disclosures like bankruptcies or convictions. Conflicts of interest and compensation disclosure are crucial when reviewing a PPM. It's essential to pay attention to risk factors and ensure that all compensation details are disclosed. The absence of a PPM is a significant red flag, indicating potential corner-cutting by the sponsor. Matching information between the PPM and the operating agreement is also important, as the latter governs terms and conditions. Inconsistencies may lead to discrepancies in expected returns and fees. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Premier Law Group Drunk Real Estate Podcast Rich Dad Poor Dad by Robert Kiyosaki Podcast Recommendations: Milkshake Markets Madness Advertising Partners: Tribevest Rise48 Aspen Funds Vyzer Unlock the secrets of securities compliance from the lawyer that syndicators trust. Mauricio Rauld, the syndication attorney for real estate syndicators, shares how to leverage legal requirements to your advantage when investing in syndications.

About Mauricio Rauld

Mauricio Rauld is an attorney and founder of Premier Law Group, which specializes in real estate syndications. He helps real estate syndicators comply with securities laws. He is also a co-host of the podcast, Drunk Real Estate.

Here are some power takeaways from today’s conversation:

[03:00] How he got into the real estate space

[05:49] Issues to look for when investing in syndications

[09:29] Questions to ask when looking at deals

[15:45] The importance of reading the PPM (private placement memorandum) 

[27:30] Things to look for in an operating agreement

[30:53] Punitive consequences of not doing a cash call

[35:07] Thoughts on changes to the accredited investor definition

[40:31] What is a disregarded entity?

[42:52] Investing through an LLC versus investing in your own name

[46:09] The pros and cons of LPs


Episode Highlights:

[06:13] The Importance of Due Diligence in Limited Partnerships

In a limited partnership (LP), the investors' liability and decision-making ability are both limited. Once they've entered into the deal, their legal control is minimal or non-existent. They contribute capital to allow the sponsor or syndicator to take charge. The only time the LP has control and a say is before making the investment. This underscores the significance of thorough due diligence, particularly when evaluating the sponsor. Knowing their credentials, track record, and operations becomes paramount. A great deal can be ruined by a subpar sponsor, while a strong sponsor can navigate challenging situations and turn things around.

[09:29] Things to Look for When Reviewing Deals

When reviewing deals, consider the sponsor's experience in the specific asset class and their track record. Plan for potential sponsor incapacity and funding for replacement operators. Check if experienced legal counsel advises on securities compliance. Ensure the required PPM is prepared and matches oral and marketing descriptions. Assess sponsor fees and compensation alignment with investors' goals. Understand the recourse for LPs if they wish to remove a poorly performing sponsor.


[15:45] The Importance of Reading the PPM and Operating Agreement

The PPM is a crucial disclosure document that highlights investment risks. Focus on the sponsor's experience and track record outlined in the document. Pay attention to the risk factor section, reviewing material disclosures like bankruptcies or convictions. Conflicts of interest and compensation disclosure are crucial when reviewing a PPM. It's essential to pay attention to risk factors and ensure that all compensation details are disclosed. The absence of a PPM is a significant red flag, indicating potential corner-cutting by the sponsor. Matching information between the PPM and the operating agreement is also important, as the latter governs terms and conditions. Inconsistencies may lead to discrepancies in expected returns and fees.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Premier Law Group

Drunk Real Estate Podcast

Rich Dad Poor Dad by Robert Kiyosaki


Podcast Recommendations:

Milkshake Markets Madness


Advertising Partners:

Tribevest

Rise48

Aspen Funds

Vyzer

]]> 3409 no BONUS - LFI Spotlight - Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing In Private Syndications with Steve Suh https://share.transistor.fm/s/0a90a336 When it comes to passive real estate investing, learning from the mistakes of others can save you time, money, and frustration. By avoiding common rookie errors, you can increase your chances of success in passive investing and syndication. In this episode, Steve Suh shares valuable lessons he has learned from over 14 years of passive real estate syndication investing. In this podcast, he discusses some of the mistakes he made early on and key things all passive investors should focus on, such as networking, vetting sponsors and operators, and paying attention to capital stacks and debt structures. Steve also introduces his upcoming ebook, which goes into further detail on each lesson. This is a must-listen for both new and experienced passive real estate investors! About Steve Suh Steve Suh is a founding member of Left Field Investors and has been passively investing in real estate syndications for over 14 years. He is a practicing ophthalmologist and eye surgeon in Southern California. In his spare time, he enjoys writing educational blogs for leftfieldinvestors.com and creating content to help other passive investors learn from his extensive experience. His upcoming ebook, 20 Valuable Lessons Learned from 14 Years of Passive Syndication Investing, aims to share the lessons he has learned over the years to help passive investors avoid common mistakes. Link to Steve's Book: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications Here are some power takeaways from today’s conversation: [03:23] Learning from people’s mistakes [06:53] The importance of networking [12:16] The operator as a keystone of every operation Episode Highlights: [06:53] Network, Network, Network Steve's insights emphasize the importance of networking in money management and investing. Through virtual networking sessions and forums, he has gained valuable knowledge from others, allowing him to connect with like-minded individuals and explore diverse investment opportunities. Steve highlights the value of private forums, where he can interact with fellow investors and access a wealth of information, enabling informed decision-making and reducing the need for trial and error. Networking is especially crucial in passive investing, helping investors distinguish between good and bad syndicators. Steve's positive experience at the 2022 Meetup in the Left Field further highlights the energy and collaborative environment that networking creates. In summary, Steve's insights underscore how networking empowers individuals to learn, access valuable information, and connect with professionals in the field, ultimately enhancing their chances of success in passive investing. [12:16] The Operator is a Keystone of Every Syndication Steve compares the operator to a central principle or part on which all else depends, similar to a keystone in an archway. The operator is the one who runs the show in terms of the asset, such as the placement and management of ATMs. While there may be capital raisers and syndicators involved, it is the operator who handles the day-to-day operations. Steve emphasizes the importance of thoroughly vetting not only the sponsor but also the property management team. Understanding who is actually running the show and speaking directly with the operator or property manager ensures that investors are not deceived by just the sponsor or syndicator's claims. By delving into the granular details and gathering feedback from other sponsors, investors can make informed decisions about the operator's capabilities and performance. [15:32] Pay Attention to the Capital Stack and the Debt Structure Steve acknowledges the challenges faced by syndicators due to rising interest rates, particularly with bridge debt. Many syndicators got caught up in value-add deals with variable rate loans, leading to capital calls and foreclosed apartment complexes. This is usually due to complacency and not fully considering the potential impact of rising interest rates. Therefore, Steve emphasizes the need to carefully assess the debt structure and its potential vulnerability to interest rate fluctuations to mitigate risks in future investments. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned:Link to Steve's Book: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications Link to Steve’s blog: https://www.leftfieldinvestors.com/13-lessons-learned-from-13-years-of-private-syndication-investing/ Thu, 14 Sep 2023 07:05:00 -0000 BONUS - LFI Spotlight - Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing In Private Syndications with Steve Suh full PassivePockets, Jim Pfeifer, and Left Field Investors <p>When it comes to passive real estate investing, learning from the mistakes of others can save you time, money, and frustration. By avoiding common rookie errors, you can increase your chances of success in passive investing and syndication.</p><p>In this episode, Steve Suh shares valuable lessons he has learned from over 14 years of passive real estate syndication investing. In this podcast, he discusses some of the mistakes he made early on and key things all passive investors should focus on, such as networking, vetting sponsors and operators, and paying attention to capital stacks and debt structures. Steve also introduces his upcoming ebook, which goes into further detail on each lesson. This is a must-listen for both new and experienced passive real estate investors!</p><ul><li>About Steve Suh<p></p></li></ul><p>Steve Suh is a founding member of Left Field Investors and has been passively investing in real estate syndications for over 14 years. He is a practicing ophthalmologist and eye surgeon in Southern California. In his spare time, he enjoys writing educational blogs for leftfieldinvestors.com and creating content to help other passive investors learn from his extensive experience. His upcoming ebook, <em>20 Valuable Lessons Learned from 14 Years of Passive Syndication Investing</em>, aims to share the lessons he has learned over the years to help passive investors avoid common mistakes.</p><p><strong>Link to Steve's Book: </strong><a href="https://www.amazon.com/Avoiding-Rookie-Errors-Field-Investor-ebook/dp/B0CHXDX1H8/ref=sr_1_4?crid=3K6GI86CYGBI1&amp;keywords=avoiding+rookie&amp;qid=1694624767&amp;sprefix=avoiding+rookie%2Caps%2C105&amp;sr=8-4"><strong>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</strong></a></p><p><br><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[03:23] Learning from people’s mistakes</p><p>[06:53] The importance of networking</p><p>[12:16] The operator as a keystone of every operation</p><p><br></p><p><strong>Episode Highlights:</strong></p><p><br></p><p><strong>[06:53] Network, Network, Network</strong></p><p><br>Steve's insights emphasize the importance of networking in money management and investing. Through virtual networking sessions and forums, he has gained valuable knowledge from others, allowing him to connect with like-minded individuals and explore diverse investment opportunities. Steve highlights the value of private forums, where he can interact with fellow investors and access a wealth of information, enabling informed decision-making and reducing the need for trial and error. Networking is especially crucial in passive investing, helping investors distinguish between good and bad syndicators. Steve's positive experience at the 2022 Meetup in the Left Field further highlights the energy and collaborative environment that networking creates. In summary, Steve's insights underscore how networking empowers individuals to learn, access valuable information, and connect with professionals in the field, ultimately enhancing their chances of success in passive investing.</p><p><strong>[12:16] The Operator is a Keystone of Every Syndication<br></strong><br></p><p>Steve compares the operator to a central principle or part on which all else depends, similar to a keystone in an archway. The operator is the one who runs the show in terms of the asset, such as the placement and management of ATMs. While there may be capital raisers and syndicators involved, it is the operator who handles the day-to-day operations. Steve emphasizes the importance of thoroughly vetting not only the sponsor but also the property management team. Understanding who is actually running the show and speaking directly with the operator or property manager ensures that investors are not deceived by just the sponsor or syndicator's claims. By delving into the granular details and gathering feedback from other sponsors, investors can make informed decisions about the operator's capabilities and performance.</p><p><strong>[15:32] Pay Attention to the Capital Stack and the Debt Structure<br></strong><br></p><p>Steve acknowledges the challenges faced by syndicators due to rising interest rates, particularly with bridge debt. Many syndicators got caught up in value-add deals with variable rate loans, leading to capital calls and foreclosed apartment complexes. This is usually due to complacency and not fully considering the potential impact of rising interest rates. Therefore, Steve emphasizes the need to carefully assess the debt structure and its potential vulnerability to interest rate fluctuations to mitigate risks in future investments.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br>Link to Steve's Book: </strong><a href="https://www.amazon.com/Avoiding-Rookie-Errors-Field-Investor-ebook/dp/B0CHXDX1H8/ref=sr_1_4?crid=3K6GI86CYGBI1&amp;keywords=avoiding+rookie&amp;qid=1694624767&amp;sprefix=avoiding+rookie%2Caps%2C105&amp;sr=8-4"><strong>Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications</strong></a></p><p><strong><br></strong>Link to Steve’s blog: <a href="https://www.leftfieldinvestors.com/13-lessons-learned-from-13-years-of-private-syndication-investing/">https://www.leftfieldinvestors.com/13-lessons-learned-from-13-years-of-private-syndication-investing/</a></p> When it comes to passive real estate investing, learning from the mistakes of others can save you time, money, and frustration. By avoiding common rookie errors, you can increase your chances of success in passive investing and syndication. In this episode, Steve Suh shares valuable lessons he has learned from over 14 years of passive real estate syndication investing. In this podcast, he discusses some of the mistakes he made early on and key things all passive investors should focus on, such as networking, vetting sponsors and operators, and paying attention to capital stacks and debt structures. Steve also introduces his upcoming ebook, which goes into further detail on each lesson. This is a must-listen for both new and experienced passive real estate investors! About Steve Suh Steve Suh is a founding member of Left Field Investors and has been passively investing in real estate syndications for over 14 years. He is a practicing ophthalmologist and eye surgeon in Southern California. In his spare time, he enjoys writing educational blogs for leftfieldinvestors.com and creating content to help other passive investors learn from his extensive experience. His upcoming ebook, 20 Valuable Lessons Learned from 14 Years of Passive Syndication Investing, aims to share the lessons he has learned over the years to help passive investors avoid common mistakes. Link to Steve's Book: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications Here are some power takeaways from today’s conversation: [03:23] Learning from people’s mistakes [06:53] The importance of networking [12:16] The operator as a keystone of every operation Episode Highlights: [06:53] Network, Network, Network Steve's insights emphasize the importance of networking in money management and investing. Through virtual networking sessions and forums, he has gained valuable knowledge from others, allowing him to connect with like-minded individuals and explore diverse investment opportunities. Steve highlights the value of private forums, where he can interact with fellow investors and access a wealth of information, enabling informed decision-making and reducing the need for trial and error. Networking is especially crucial in passive investing, helping investors distinguish between good and bad syndicators. Steve's positive experience at the 2022 Meetup in the Left Field further highlights the energy and collaborative environment that networking creates. In summary, Steve's insights underscore how networking empowers individuals to learn, access valuable information, and connect with professionals in the field, ultimately enhancing their chances of success in passive investing. [12:16] The Operator is a Keystone of Every Syndication Steve compares the operator to a central principle or part on which all else depends, similar to a keystone in an archway. The operator is the one who runs the show in terms of the asset, such as the placement and management of ATMs. While there may be capital raisers and syndicators involved, it is the operator who handles the day-to-day operations. Steve emphasizes the importance of thoroughly vetting not only the sponsor but also the property management team. Understanding who is actually running the show and speaking directly with the operator or property manager ensures that investors are not deceived by just the sponsor or syndicator's claims. By delving into the granular details and gathering feedback from other sponsors, investors can make informed decisions about the operator's capabilities and performance. [15:32] Pay Attention to the Capital Stack and the Debt Structure Steve acknowledges the challenges faced by syndicators due to rising interest rates, particularly with bridge debt. Many syndicators got caught up in value-add deals with variable rate loans, leading to capital calls and foreclosed apartment complexes. This is usually due to complacency and not fully considering the potential impact of rising interest rates. Therefore, Steve emphasizes the need to carefully assess the debt structure and its potential vulnerability to interest rate fluctuations to mitigate risks in future investments. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned:Link to Steve's Book: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications Link to Steve’s blog: https://www.leftfieldinvestors.com/13-lessons-learned-from-13-years-of-private-syndication-investing/ When it comes to passive real estate investing, learning from the mistakes of others can save you time, money, and frustration. By avoiding common rookie errors, you can increase your chances of success in passive investing and syndication.

In this episode, Steve Suh shares valuable lessons he has learned from over 14 years of passive real estate syndication investing. In this podcast, he discusses some of the mistakes he made early on and key things all passive investors should focus on, such as networking, vetting sponsors and operators, and paying attention to capital stacks and debt structures. Steve also introduces his upcoming ebook, which goes into further detail on each lesson. This is a must-listen for both new and experienced passive real estate investors!

  • About Steve Suh


Steve Suh is a founding member of Left Field Investors and has been passively investing in real estate syndications for over 14 years. He is a practicing ophthalmologist and eye surgeon in Southern California. In his spare time, he enjoys writing educational blogs for leftfieldinvestors.com and creating content to help other passive investors learn from his extensive experience. His upcoming ebook, 20 Valuable Lessons Learned from 14 Years of Passive Syndication Investing, aims to share the lessons he has learned over the years to help passive investors avoid common mistakes.

Link to Steve's Book: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications


Here are some power takeaways from today’s conversation:

[03:23] Learning from people’s mistakes

[06:53] The importance of networking

[12:16] The operator as a keystone of every operation


Episode Highlights:


[06:53] Network, Network, Network


Steve's insights emphasize the importance of networking in money management and investing. Through virtual networking sessions and forums, he has gained valuable knowledge from others, allowing him to connect with like-minded individuals and explore diverse investment opportunities. Steve highlights the value of private forums, where he can interact with fellow investors and access a wealth of information, enabling informed decision-making and reducing the need for trial and error. Networking is especially crucial in passive investing, helping investors distinguish between good and bad syndicators. Steve's positive experience at the 2022 Meetup in the Left Field further highlights the energy and collaborative environment that networking creates. In summary, Steve's insights underscore how networking empowers individuals to learn, access valuable information, and connect with professionals in the field, ultimately enhancing their chances of success in passive investing.

[12:16] The Operator is a Keystone of Every Syndication

Steve compares the operator to a central principle or part on which all else depends, similar to a keystone in an archway. The operator is the one who runs the show in terms of the asset, such as the placement and management of ATMs. While there may be capital raisers and syndicators involved, it is the operator who handles the day-to-day operations. Steve emphasizes the importance of thoroughly vetting not only the sponsor but also the property management team. Understanding who is actually running the show and speaking directly with the operator or property manager ensures that investors are not deceived by just the sponsor or syndicator's claims. By delving into the granular details and gathering feedback from other sponsors, investors can make informed decisions about the operator's capabilities and performance.

[15:32] Pay Attention to the Capital Stack and the Debt Structure

Steve acknowledges the challenges faced by syndicators due to rising interest rates, particularly with bridge debt. Many syndicators got caught up in value-add deals with variable rate loans, leading to capital calls and foreclosed apartment complexes. This is usually due to complacency and not fully considering the potential impact of rising interest rates. Therefore, Steve emphasizes the need to carefully assess the debt structure and its potential vulnerability to interest rate fluctuations to mitigate risks in future investments.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:
Link to Steve's Book: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications


Link to Steve’s blog: https://www.leftfieldinvestors.com/13-lessons-learned-from-13-years-of-private-syndication-investing/

]]> 1442 no 133. Supercharge Your Returns: How Life Insurance Can Enhance Alternative Investments with Rod Zabriskie https://share.transistor.fm/s/aeb3ed10 Rod Zabriskie joins today’s episode as he discusses how passive investors can utilize life insurance strategies like the “Investment Optimizer” and “Capital Avalanche” to enhance their returns on alternative investments such as real estate syndications. Need guidance on finding the right insurance agent who can tailor a customized policy to match your goals? Rod also shares tips to help you navigate this crucial process. About Rod Zabriskie Rod Zabriskie is the president and CEO of Money Insights, a firm that specializes in alternative investing strategies utilizing life insurance. He is also the co-host of the Money Insights podcast, where he discusses business ownership, passive income opportunities, and leveraging assets with tax advantages. Bringing in decades of experience in both the insurance and investment industries, Rod helps passive investors craft customized plans to meet their unique financial goals. Here are some power takeaways from today’s conversation: [02:44] Rod’s real estate journey [05:30] How he uses life insurance to fund his investments [07:08] The investment optimizer approach [10:05] The benefits of life insurance [12:36] The value of alternative investing beyond actual returns [16:01] How the ATM fund works [21:57] The capital avalanche strategy [29:20] How to find a quality insurance agent [35:51] Dividend payout rates and interest rates Episode Highlights: [07:08] The Investment Optimizer Approach This approach refers to using cash-value life insurance as a way to fund alternative investments while allowing the cash value in the life insurance policy to continue growing tax-free. Loans can then be taken from this cash value to invest in deals like real estate syndications, while the cash value collateralizing the loans continues compounding tax-free inside the policy. This allows investments to be made while still earning returns on the money inside the life insurance policy, creating an "additional layer of profitability.” The loans are repaid using returns from investments, while interest paid on the loans is typically lower than the returns earned inside the policy. [12:36] The Value of Alternative Investing Beyond Actual Returns Alternative investments offer more opportunities for tax savings beyond just deferral. For example, in real estate, bonus depreciation can create permanent tax savings that enhance overall returns. Compared to traditional options like 401(k)s or IRAs, alternative investments provide investors with greater control and a more customized approach. They also offer better risk-adjusted returns, allowing for higher returns without necessarily taking on additional risk. Leveraging is a common strategy in alternative investing, particularly in real estate, which amplifies returns. Additionally, it opens doors to passive streams of income beyond traditional dividends, providing new opportunities for diversification.  [21:57] The Capital Avalanche Strategy The capital avalanche strategy involves using loans from the bank to build a life insurance policy as the primary asset. This strategy allows you to obtain a larger amount of funds to grow the policy than if you solely relied on your own contributions, maximizing the benefits of the policy, such as tax-free income during retirement or funding educational expenses.  This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: www.moneyinsightsgroup.com/lfi  www.aspenfunds.us/lfi    Rich Dad Poor Dad by Robert Kiyosaki Cashflow Quadrant by Robert Kiyosaki Podcast Recommendations: Money Insights Podcast Founders Sat, 09 Sep 2023 07:00:00 -0000 133. Supercharge Your Returns: How Life Insurance Can Enhance Alternative Investments with Rod Zabriskie full 133 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Rod Zabriskie joins today’s episode as he discusses how passive investors can utilize life insurance strategies like the “Investment Optimizer” and “Capital Avalanche” to enhance their returns on alternative investments such as real estate syndications. Need guidance on finding the right insurance agent who can tailor a customized policy to match your goals? Rod also shares tips to help you navigate this crucial process.</p><p><strong>About Rod Zabriskie<br></strong><br></p><p>Rod Zabriskie is the president and CEO of Money Insights, a firm that specializes in alternative investing strategies utilizing life insurance. He is also the co-host of the Money Insights podcast, where he discusses business ownership, passive income opportunities, and leveraging assets with tax advantages. Bringing in decades of experience in both the insurance and investment industries, Rod helps passive investors craft customized plans to meet their unique financial goals.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[02:44] Rod’s real estate journey</p><p>[05:30] How he uses life insurance to fund his investments</p><p>[07:08] The investment optimizer approach</p><p>[10:05] The benefits of life insurance</p><p>[12:36] The value of alternative investing beyond actual returns</p><p>[16:01] How the ATM fund works</p><p>[21:57] The capital avalanche strategy</p><p>[29:20] How to find a quality insurance agent</p><p>[35:51] Dividend payout rates and interest rates</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[07:08] The Investment Optimizer Approach<br></strong><br></p><p>This approach refers to using cash-value life insurance as a way to fund alternative investments while allowing the cash value in the life insurance policy to continue growing tax-free. Loans can then be taken from this cash value to invest in deals like real estate syndications, while the cash value collateralizing the loans continues compounding tax-free inside the policy. This allows investments to be made while still earning returns on the money inside the life insurance policy, creating an "additional layer of profitability.” The loans are repaid using returns from investments, while interest paid on the loans is typically lower than the returns earned inside the policy.</p><p><strong>[12:36] The Value of Alternative Investing Beyond Actual Returns</strong></p><p>Alternative investments offer more opportunities for tax savings beyond just deferral. For example, in real estate, bonus depreciation can create permanent tax savings that enhance overall returns. Compared to traditional options like 401(k)s or IRAs, alternative investments provide investors with greater control and a more customized approach. They also offer better risk-adjusted returns, allowing for higher returns without necessarily taking on additional risk. Leveraging is a common strategy in alternative investing, particularly in real estate, which amplifies returns. Additionally, it opens doors to passive streams of income beyond traditional dividends, providing new opportunities for diversification. </p><p><strong>[21:57] The Capital Avalanche Strategy</strong></p><p>The capital avalanche strategy involves using loans from the bank to build a life insurance policy as the primary asset. This strategy allows you to obtain a larger amount of funds to grow the policy than if you solely relied on your own contributions, maximizing the benefits of the policy, such as tax-free income during retirement or funding educational expenses. </p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="http://www.moneyinsightsgroup.com/lfi">www.moneyinsightsgroup.com/lfi</a> </p><p><a href="http://www.aspenfunds.us/lfi">www.aspenfunds.us/lfi</a>   </p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Rich Dad Poor Dad</em></a><em> </em>by Robert Kiyosaki</p><p><a href="https://www.leftfieldinvestors.com/books/"><em>Cashflow Quadrant</em></a><em> </em>by Robert Kiyosaki</p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://podcasts.apple.com/us/podcast/the-money-insights-podcast/id1576209670">Money Insights Podcast<br></a><br></p><p><a href="https://podcasts.apple.com/us/podcast/founders/id1141877104">Founders</a></p> Rod Zabriskie joins today’s episode as he discusses how passive investors can utilize life insurance strategies like the “Investment Optimizer” and “Capital Avalanche” to enhance their returns on alternative investments such as real estate syndications. Need guidance on finding the right insurance agent who can tailor a customized policy to match your goals? Rod also shares tips to help you navigate this crucial process. About Rod Zabriskie Rod Zabriskie is the president and CEO of Money Insights, a firm that specializes in alternative investing strategies utilizing life insurance. He is also the co-host of the Money Insights podcast, where he discusses business ownership, passive income opportunities, and leveraging assets with tax advantages. Bringing in decades of experience in both the insurance and investment industries, Rod helps passive investors craft customized plans to meet their unique financial goals. Here are some power takeaways from today’s conversation: [02:44] Rod’s real estate journey [05:30] How he uses life insurance to fund his investments [07:08] The investment optimizer approach [10:05] The benefits of life insurance [12:36] The value of alternative investing beyond actual returns [16:01] How the ATM fund works [21:57] The capital avalanche strategy [29:20] How to find a quality insurance agent [35:51] Dividend payout rates and interest rates Episode Highlights: [07:08] The Investment Optimizer Approach This approach refers to using cash-value life insurance as a way to fund alternative investments while allowing the cash value in the life insurance policy to continue growing tax-free. Loans can then be taken from this cash value to invest in deals like real estate syndications, while the cash value collateralizing the loans continues compounding tax-free inside the policy. This allows investments to be made while still earning returns on the money inside the life insurance policy, creating an "additional layer of profitability.” The loans are repaid using returns from investments, while interest paid on the loans is typically lower than the returns earned inside the policy. [12:36] The Value of Alternative Investing Beyond Actual Returns Alternative investments offer more opportunities for tax savings beyond just deferral. For example, in real estate, bonus depreciation can create permanent tax savings that enhance overall returns. Compared to traditional options like 401(k)s or IRAs, alternative investments provide investors with greater control and a more customized approach. They also offer better risk-adjusted returns, allowing for higher returns without necessarily taking on additional risk. Leveraging is a common strategy in alternative investing, particularly in real estate, which amplifies returns. Additionally, it opens doors to passive streams of income beyond traditional dividends, providing new opportunities for diversification.  [21:57] The Capital Avalanche Strategy The capital avalanche strategy involves using loans from the bank to build a life insurance policy as the primary asset. This strategy allows you to obtain a larger amount of funds to grow the policy than if you solely relied on your own contributions, maximizing the benefits of the policy, such as tax-free income during retirement or funding educational expenses.  This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: www.moneyinsightsgroup.com/lfi  www.aspenfunds.us/lfi    Rich Dad Poor Dad by Robert Kiyosaki Cashflow Quadrant by Robert Kiyosaki Podcast Recommendations: Money Insights Podcast Founders Rod Zabriskie joins today’s episode as he discusses how passive investors can utilize life insurance strategies like the “Investment Optimizer” and “Capital Avalanche” to enhance their returns on alternative investments such as real estate syndications. Need guidance on finding the right insurance agent who can tailor a customized policy to match your goals? Rod also shares tips to help you navigate this crucial process.

About Rod Zabriskie

Rod Zabriskie is the president and CEO of Money Insights, a firm that specializes in alternative investing strategies utilizing life insurance. He is also the co-host of the Money Insights podcast, where he discusses business ownership, passive income opportunities, and leveraging assets with tax advantages. Bringing in decades of experience in both the insurance and investment industries, Rod helps passive investors craft customized plans to meet their unique financial goals.

Here are some power takeaways from today’s conversation:

[02:44] Rod’s real estate journey

[05:30] How he uses life insurance to fund his investments

[07:08] The investment optimizer approach

[10:05] The benefits of life insurance

[12:36] The value of alternative investing beyond actual returns

[16:01] How the ATM fund works

[21:57] The capital avalanche strategy

[29:20] How to find a quality insurance agent

[35:51] Dividend payout rates and interest rates


Episode Highlights:

[07:08] The Investment Optimizer Approach

This approach refers to using cash-value life insurance as a way to fund alternative investments while allowing the cash value in the life insurance policy to continue growing tax-free. Loans can then be taken from this cash value to invest in deals like real estate syndications, while the cash value collateralizing the loans continues compounding tax-free inside the policy. This allows investments to be made while still earning returns on the money inside the life insurance policy, creating an "additional layer of profitability.” The loans are repaid using returns from investments, while interest paid on the loans is typically lower than the returns earned inside the policy.

[12:36] The Value of Alternative Investing Beyond Actual Returns

Alternative investments offer more opportunities for tax savings beyond just deferral. For example, in real estate, bonus depreciation can create permanent tax savings that enhance overall returns. Compared to traditional options like 401(k)s or IRAs, alternative investments provide investors with greater control and a more customized approach. They also offer better risk-adjusted returns, allowing for higher returns without necessarily taking on additional risk. Leveraging is a common strategy in alternative investing, particularly in real estate, which amplifies returns. Additionally, it opens doors to passive streams of income beyond traditional dividends, providing new opportunities for diversification. 

[21:57] The Capital Avalanche Strategy

The capital avalanche strategy involves using loans from the bank to build a life insurance policy as the primary asset. This strategy allows you to obtain a larger amount of funds to grow the policy than if you solely relied on your own contributions, maximizing the benefits of the policy, such as tax-free income during retirement or funding educational expenses. 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

www.moneyinsightsgroup.com/lfi 

www.aspenfunds.us/lfi   

Rich Dad Poor Dad by Robert Kiyosaki

Cashflow Quadrant by Robert Kiyosaki

Podcast Recommendations:

Money Insights Podcast

Founders

]]> 3223 no 132. Power Takeaways from a Passive & Active Investor with Matt Faircloth https://share.transistor.fm/s/aa2e035a In this episode of the “Passive Investing from Left Field” podcast, we have the pleasure of speaking with Matt Faircloth, a successful full-time investor with over 15 years of experience in the industry. Join us as we delve into Matt's expertise in raising private capital and building a successful real estate empire. About Matt Faircloth Matt has completed a variety of projects, including fix-and-flips, office buildings, single-family homes, and apartment buildings, amassing a portfolio of over 1,000 units. He has also raised tens of millions of equity for these real estate projects in both debt and equity positions from passive investors. As an Amazon best-seller with over 50,000 copies sold, Matt is the author of "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money," published by BiggerPockets publishing. Here are some power takeaways from today’s conversation: [04:00] Figuring out your investment goals  and getting clear on your 'why'  [09:00] Things to consider when looking for deals [16:00] Deals with amortizing loans vs. interest-only loans [18:00] How to calculate the IRR [21:35] Why HUD is the redheaded stepchild [28:17] Leveraging local resources [32:05] The concept of entropy Episode Highlights: [04:00] The Importance of Clarity in Passive Investing When it comes to passive investing, simply googling and blindly throwing money at the first company that pops up in your search is not a wise strategy. Instead, take the time to do your research and get clear about what you want to achieve through your investment journey. Consider your long-term goals, such as generating enough passive income to quit your job or building your net worth, and whether you enjoy your current job or not. While Wall Street can be tempting, it's important to recognize that it shouldn't be your only means of financial freedom. By gaining clarity and doing your due diligence, you can make informed decisions and set yourself up for success in the world of passive investing. [09:31] Maximizing Wealth through Strategic Passive Investing  To succeed in passive investing, it's crucial to have clear investment goals. Consider factors such as appreciation growth, cash flow, and tax leverage before choosing an asset class like oil and gas or multifamily real estate. Without a clear understanding of your objectives, it's easy to make the wrong investment and miss out on long-term wealth-building opportunities.  [15:57] Maximizing Your Return on Investment: Understanding IRR Components Understanding IRR components is crucial in passive investing. While appreciation, cash flow, and return of capital are important, it's essential to scrutinize projected profit-sharing percentages and differentiate between controllable and uncontrollable factors. Operators can control operational thesis and business plans that govern cash flow, but they can't control future market demand or cap rates. Thoroughly assessing investment opportunities and operator strategies can help maximize return on investment. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: BiggerPockets Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money Passive Investing from the Left Field Podcast Episode 38  Podcast Recommendations: The Ed Mylett Show The Joe Rogan Experience Sun, 03 Sep 2023 07:00:00 -0000 132. Power Takeaways from a Passive & Active Investor with Matt Faircloth full 132 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode of the “Passive Investing from Left Field” podcast, we have the pleasure of speaking with Matt Faircloth, a successful full-time investor with over 15 years of experience in the industry. Join us as we delve into Matt's expertise in raising private capital and building a successful real estate empire.</p><p><strong>About Matt Faircloth<br></strong><br></p><p>Matt has completed a variety of projects, including fix-and-flips, office buildings, single-family homes, and apartment buildings, amassing a portfolio of over 1,000 units. He has also raised tens of millions of equity for these real estate projects in both debt and equity positions from passive investors. As an Amazon best-seller with over 50,000 copies sold, Matt is the author of "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money," published by BiggerPockets publishing.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[04:00] Figuring out your investment goals  and getting clear on your 'why' </p><p>[09:00] Things to consider when looking for deals</p><p>[16:00] Deals with amortizing loans vs. interest-only loans</p><p>[18:00] How to calculate the IRR</p><p>[21:35] Why HUD is the redheaded stepchild</p><p>[28:17] Leveraging local resources</p><p>[32:05] The concept of entropy</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[04:00] The Importance of Clarity in Passive Investing<br></strong><br></p><p>When it comes to passive investing, simply googling and blindly throwing money at the first company that pops up in your search is not a wise strategy. Instead, take the time to do your research and get clear about what you want to achieve through your investment journey. Consider your long-term goals, such as generating enough passive income to quit your job or building your net worth, and whether you enjoy your current job or not. While Wall Street can be tempting, it's important to recognize that it shouldn't be your only means of financial freedom. By gaining clarity and doing your due diligence, you can make informed decisions and set yourself up for success in the world of passive investing.</p><p><strong>[09:31] Maximizing Wealth through Strategic Passive Investing<br></strong><br></p><p> To succeed in passive investing, it's crucial to have clear investment goals. Consider factors such as appreciation growth, cash flow, and tax leverage before choosing an asset class like oil and gas or multifamily real estate. Without a clear understanding of your objectives, it's easy to make the wrong investment and miss out on long-term wealth-building opportunities. </p><p><strong>[15:57] Maximizing Your Return on Investment: Understanding IRR Components<br></strong><br></p><p>Understanding IRR components is crucial in passive investing. While appreciation, cash flow, and return of capital are important, it's essential to scrutinize projected profit-sharing percentages and differentiate between controllable and uncontrollable factors. Operators can control operational thesis and business plans that govern cash flow, but they can't control future market demand or cap rates. Thoroughly assessing investment opportunities and operator strategies can help maximize return on investment.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.biggerpockets.com/">BiggerPockets<br></a><br></p><p><a href="https://www.amazon.com/Raising-Private-Capital-Building-Peoples/dp/1947200984"><em>Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money<br></em></a><br></p><p><a href="https://podcasts.apple.com/ng/podcast/passive-investing-from-left-field/id1553817947">Passive Investing from the Left Field Podcast Episode 38</a> </p><p><strong>Podcast Recommendations:<br></strong><br></p><p><a href="https://www.edmylett.com/podcast">The Ed Mylett Show<br></a><br></p><p><a href="https://open.spotify.com/show/4rOoJ6Egrf8K2IrywzwOMk">The Joe Rogan Experience</a></p> In this episode of the “Passive Investing from Left Field” podcast, we have the pleasure of speaking with Matt Faircloth, a successful full-time investor with over 15 years of experience in the industry. Join us as we delve into Matt's expertise in raising private capital and building a successful real estate empire. About Matt Faircloth Matt has completed a variety of projects, including fix-and-flips, office buildings, single-family homes, and apartment buildings, amassing a portfolio of over 1,000 units. He has also raised tens of millions of equity for these real estate projects in both debt and equity positions from passive investors. As an Amazon best-seller with over 50,000 copies sold, Matt is the author of "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money," published by BiggerPockets publishing. Here are some power takeaways from today’s conversation: [04:00] Figuring out your investment goals  and getting clear on your 'why'  [09:00] Things to consider when looking for deals [16:00] Deals with amortizing loans vs. interest-only loans [18:00] How to calculate the IRR [21:35] Why HUD is the redheaded stepchild [28:17] Leveraging local resources [32:05] The concept of entropy Episode Highlights: [04:00] The Importance of Clarity in Passive Investing When it comes to passive investing, simply googling and blindly throwing money at the first company that pops up in your search is not a wise strategy. Instead, take the time to do your research and get clear about what you want to achieve through your investment journey. Consider your long-term goals, such as generating enough passive income to quit your job or building your net worth, and whether you enjoy your current job or not. While Wall Street can be tempting, it's important to recognize that it shouldn't be your only means of financial freedom. By gaining clarity and doing your due diligence, you can make informed decisions and set yourself up for success in the world of passive investing. [09:31] Maximizing Wealth through Strategic Passive Investing  To succeed in passive investing, it's crucial to have clear investment goals. Consider factors such as appreciation growth, cash flow, and tax leverage before choosing an asset class like oil and gas or multifamily real estate. Without a clear understanding of your objectives, it's easy to make the wrong investment and miss out on long-term wealth-building opportunities.  [15:57] Maximizing Your Return on Investment: Understanding IRR Components Understanding IRR components is crucial in passive investing. While appreciation, cash flow, and return of capital are important, it's essential to scrutinize projected profit-sharing percentages and differentiate between controllable and uncontrollable factors. Operators can control operational thesis and business plans that govern cash flow, but they can't control future market demand or cap rates. Thoroughly assessing investment opportunities and operator strategies can help maximize return on investment. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: BiggerPockets Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money Passive Investing from the Left Field Podcast Episode 38  Podcast Recommendations: The Ed Mylett Show The Joe Rogan Experience In this episode of the “Passive Investing from Left Field” podcast, we have the pleasure of speaking with Matt Faircloth, a successful full-time investor with over 15 years of experience in the industry. Join us as we delve into Matt's expertise in raising private capital and building a successful real estate empire.

About Matt Faircloth

Matt has completed a variety of projects, including fix-and-flips, office buildings, single-family homes, and apartment buildings, amassing a portfolio of over 1,000 units. He has also raised tens of millions of equity for these real estate projects in both debt and equity positions from passive investors. As an Amazon best-seller with over 50,000 copies sold, Matt is the author of "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money," published by BiggerPockets publishing.

Here are some power takeaways from today’s conversation:

[04:00] Figuring out your investment goals  and getting clear on your 'why' 

[09:00] Things to consider when looking for deals

[16:00] Deals with amortizing loans vs. interest-only loans

[18:00] How to calculate the IRR

[21:35] Why HUD is the redheaded stepchild

[28:17] Leveraging local resources

[32:05] The concept of entropy


Episode Highlights:

[04:00] The Importance of Clarity in Passive Investing

When it comes to passive investing, simply googling and blindly throwing money at the first company that pops up in your search is not a wise strategy. Instead, take the time to do your research and get clear about what you want to achieve through your investment journey. Consider your long-term goals, such as generating enough passive income to quit your job or building your net worth, and whether you enjoy your current job or not. While Wall Street can be tempting, it's important to recognize that it shouldn't be your only means of financial freedom. By gaining clarity and doing your due diligence, you can make informed decisions and set yourself up for success in the world of passive investing.

[09:31] Maximizing Wealth through Strategic Passive Investing

 To succeed in passive investing, it's crucial to have clear investment goals. Consider factors such as appreciation growth, cash flow, and tax leverage before choosing an asset class like oil and gas or multifamily real estate. Without a clear understanding of your objectives, it's easy to make the wrong investment and miss out on long-term wealth-building opportunities. 

[15:57] Maximizing Your Return on Investment: Understanding IRR Components

Understanding IRR components is crucial in passive investing. While appreciation, cash flow, and return of capital are important, it's essential to scrutinize projected profit-sharing percentages and differentiate between controllable and uncontrollable factors. Operators can control operational thesis and business plans that govern cash flow, but they can't control future market demand or cap rates. Thoroughly assessing investment opportunities and operator strategies can help maximize return on investment.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

BiggerPockets

Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money

Passive Investing from the Left Field Podcast Episode 38 

Podcast Recommendations:

The Ed Mylett Show

The Joe Rogan Experience

]]> 2989 no 131. A Business Approach to Multifamily Property Management with Ashley Wilson https://share.transistor.fm/s/d869a334 Operating multifamily properties like a business can yield incredible results. In this episode, Ashley Wilson provides valuable insights into operating multifamily properties like a business rather than just as real estate assets. Her focus on controlling operations, renovating units quickly, and analyzing marketing strategies demonstrates how a business mindset can maximize returns. Ashley Wilson is the founder and CEO of Bar Down Investments, co-founder of Apartment Addicts, and co-founder of HouseItLook. She is a bestselling author, a regular contributor to Rent Magazine, and has been involved in over $210 million in multifamily transactions managing over 1,500 units. Here are some power takeaways from today’s conversation: [03:09] Ashley’s introduction to real estate [05:22] Why multifamily is the star of the show [08:47] Maximizing success through controlled factors [15:08] The importance of time and internal rate of return in investments [19:07] Why renovate as many units as possible [26:53] Unveiling the power of business fundamentals for success [31:41] The problem with rate caps and strike rates Episode Highlights: [05:22] The Resilience and Benefits of Multifamily Real Estate When it comes to real estate investing, multifamily properties undoubtedly take the spotlight. Not only because of their solid fundamentals, they’re also found to be the most recession-resistant asset class within the industry. Time and again, historical data have demonstrated their remarkable performance. The ability to exercise control over these assets is a key advantage that sets them apart. Additionally, they offer attractive tax benefits, which were previously a concern in the single-family space. Multifamily properties have consistently proven their resilience and have become a reliable investment option for the future. With their strong track record, advantageous fundamentals, and tax incentives, they shine as the true stars of the real estate market. [08:47] Maximizing Success through Controlled Factors In order to increase the likelihood of success, it is essential to have control over various aspects. While external factors like interest rates and cap rates may be beyond our control, there are numerous elements that we can influence. For instance, we can dictate the day-to-day operations of a property, manage our marketing efforts, maintain adequate reserves, allocate project spending, and determine the return on investment based on chosen renovations. However, achieving success in these areas requires meticulous attention to detail and the dedication of hardworking individuals. Effective communication and streamlined process flows are key components that fall within our realm of control. By focusing on these controllable factors, we can optimize our chances of achieving favorable outcomes. [26:53] Unveiling the Power of Business Fundamentals for Success This is because the fundamentals of the business remain consistent across different sectors. By focusing on these core principles, you will be astounded by the impact you can make. Keep honing those fundamental skills and watch your success soar. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Bar Down Investments Apartment Addicts HouseItLook Connect with Ashley Wilson on LinkedIn Instagram: @badashinvestor Podcast Recommendation: Drunk Real Estate Podcast Sun, 27 Aug 2023 07:00:00 -0000 131. A Business Approach to Multifamily Property Management with Ashley Wilson full 131 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Operating multifamily properties like a business can yield incredible results. In this episode, Ashley Wilson provides valuable insights into operating multifamily properties like a business rather than just as real estate assets. Her focus on controlling operations, renovating units quickly, and analyzing marketing strategies demonstrates how a business mindset can maximize returns.</p><p>Ashley Wilson is the founder and CEO of Bar Down Investments, co-founder of Apartment Addicts, and co-founder of HouseItLook. She is a bestselling author, a regular contributor to Rent Magazine, and has been involved in over $210 million in multifamily transactions managing over 1,500 units.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[03:09] Ashley’s introduction to real estate</p><p>[05:22] Why multifamily is the star of the show</p><p>[08:47] Maximizing success through controlled factors</p><p>[15:08] The importance of time and internal rate of return in investments</p><p>[19:07] Why renovate as many units as possible</p><p>[26:53] Unveiling the power of business fundamentals for success</p><p>[31:41] The problem with rate caps and strike rates</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[05:22] The Resilience and Benefits of Multifamily Real Estate<br></strong><br></p><p><br>When it comes to real estate investing, multifamily properties undoubtedly take the spotlight. Not only because of their solid fundamentals, they’re also found to be the most recession-resistant asset class within the industry. Time and again, historical data have demonstrated their remarkable performance. The ability to exercise control over these assets is a key advantage that sets them apart. Additionally, they offer attractive tax benefits, which were previously a concern in the single-family space. Multifamily properties have consistently proven their resilience and have become a reliable investment option for the future. With their strong track record, advantageous fundamentals, and tax incentives, they shine as the true stars of the real estate market.</p><p><strong>[08:47] Maximizing Success through Controlled Factors<br></strong><br></p><p>In order to increase the likelihood of success, it is essential to have control over various aspects. While external factors like interest rates and cap rates may be beyond our control, there are numerous elements that we can influence. For instance, we can dictate the day-to-day operations of a property, manage our marketing efforts, maintain adequate reserves, allocate project spending, and determine the return on investment based on chosen renovations. However, achieving success in these areas requires meticulous attention to detail and the dedication of hardworking individuals. Effective communication and streamlined process flows are key components that fall within our realm of control. By focusing on these controllable factors, we can optimize our chances of achieving favorable outcomes.</p><p><strong>[26:53] Unveiling the Power of Business Fundamentals for Success<br></strong><br></p><p>This is because the fundamentals of the business remain consistent across different sectors. By focusing on these core principles, you will be astounded by the impact you can make. Keep honing those fundamental skills and watch your success soar.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.bardowninvestments.com/">Bar Down Investments<br></a><br></p><p><a href="https://www.apartmentaddicts.com/">Apartment Addicts<br></a><br></p><p><a href="http://www.houseitlook.com/">HouseItLook<br></a><br></p><p>Connect with <a href="https://www.linkedin.com/in/badashinvestor">Ashley Wilson on LinkedIn<br></a><br></p><p>Instagram: <a href="https://www.instagram.com/badashinvestor/?hl=en">@badashinvestor<br></a><br></p><p>Podcast Recommendation:</p><p><a href="https://www.youtube.com/playlist?list=PLPyj0DaORKPAcFHJqOUf5gDI6lEJj_C-2">Drunk Real Estate Podcast<br></a><br></p> Operating multifamily properties like a business can yield incredible results. In this episode, Ashley Wilson provides valuable insights into operating multifamily properties like a business rather than just as real estate assets. Her focus on controlling operations, renovating units quickly, and analyzing marketing strategies demonstrates how a business mindset can maximize returns. Ashley Wilson is the founder and CEO of Bar Down Investments, co-founder of Apartment Addicts, and co-founder of HouseItLook. She is a bestselling author, a regular contributor to Rent Magazine, and has been involved in over $210 million in multifamily transactions managing over 1,500 units. Here are some power takeaways from today’s conversation: [03:09] Ashley’s introduction to real estate [05:22] Why multifamily is the star of the show [08:47] Maximizing success through controlled factors [15:08] The importance of time and internal rate of return in investments [19:07] Why renovate as many units as possible [26:53] Unveiling the power of business fundamentals for success [31:41] The problem with rate caps and strike rates Episode Highlights: [05:22] The Resilience and Benefits of Multifamily Real Estate When it comes to real estate investing, multifamily properties undoubtedly take the spotlight. Not only because of their solid fundamentals, they’re also found to be the most recession-resistant asset class within the industry. Time and again, historical data have demonstrated their remarkable performance. The ability to exercise control over these assets is a key advantage that sets them apart. Additionally, they offer attractive tax benefits, which were previously a concern in the single-family space. Multifamily properties have consistently proven their resilience and have become a reliable investment option for the future. With their strong track record, advantageous fundamentals, and tax incentives, they shine as the true stars of the real estate market. [08:47] Maximizing Success through Controlled Factors In order to increase the likelihood of success, it is essential to have control over various aspects. While external factors like interest rates and cap rates may be beyond our control, there are numerous elements that we can influence. For instance, we can dictate the day-to-day operations of a property, manage our marketing efforts, maintain adequate reserves, allocate project spending, and determine the return on investment based on chosen renovations. However, achieving success in these areas requires meticulous attention to detail and the dedication of hardworking individuals. Effective communication and streamlined process flows are key components that fall within our realm of control. By focusing on these controllable factors, we can optimize our chances of achieving favorable outcomes. [26:53] Unveiling the Power of Business Fundamentals for Success This is because the fundamentals of the business remain consistent across different sectors. By focusing on these core principles, you will be astounded by the impact you can make. Keep honing those fundamental skills and watch your success soar. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Bar Down Investments Apartment Addicts HouseItLook Connect with Ashley Wilson on LinkedIn Instagram: @badashinvestor Podcast Recommendation: Drunk Real Estate Podcast Operating multifamily properties like a business can yield incredible results. In this episode, Ashley Wilson provides valuable insights into operating multifamily properties like a business rather than just as real estate assets. Her focus on controlling operations, renovating units quickly, and analyzing marketing strategies demonstrates how a business mindset can maximize returns.

Ashley Wilson is the founder and CEO of Bar Down Investments, co-founder of Apartment Addicts, and co-founder of HouseItLook. She is a bestselling author, a regular contributor to Rent Magazine, and has been involved in over $210 million in multifamily transactions managing over 1,500 units.

Here are some power takeaways from today’s conversation:

[03:09] Ashley’s introduction to real estate

[05:22] Why multifamily is the star of the show

[08:47] Maximizing success through controlled factors

[15:08] The importance of time and internal rate of return in investments

[19:07] Why renovate as many units as possible

[26:53] Unveiling the power of business fundamentals for success

[31:41] The problem with rate caps and strike rates


Episode Highlights:

[05:22] The Resilience and Benefits of Multifamily Real Estate


When it comes to real estate investing, multifamily properties undoubtedly take the spotlight. Not only because of their solid fundamentals, they’re also found to be the most recession-resistant asset class within the industry. Time and again, historical data have demonstrated their remarkable performance. The ability to exercise control over these assets is a key advantage that sets them apart. Additionally, they offer attractive tax benefits, which were previously a concern in the single-family space. Multifamily properties have consistently proven their resilience and have become a reliable investment option for the future. With their strong track record, advantageous fundamentals, and tax incentives, they shine as the true stars of the real estate market.

[08:47] Maximizing Success through Controlled Factors

In order to increase the likelihood of success, it is essential to have control over various aspects. While external factors like interest rates and cap rates may be beyond our control, there are numerous elements that we can influence. For instance, we can dictate the day-to-day operations of a property, manage our marketing efforts, maintain adequate reserves, allocate project spending, and determine the return on investment based on chosen renovations. However, achieving success in these areas requires meticulous attention to detail and the dedication of hardworking individuals. Effective communication and streamlined process flows are key components that fall within our realm of control. By focusing on these controllable factors, we can optimize our chances of achieving favorable outcomes.

[26:53] Unveiling the Power of Business Fundamentals for Success

This is because the fundamentals of the business remain consistent across different sectors. By focusing on these core principles, you will be astounded by the impact you can make. Keep honing those fundamental skills and watch your success soar.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Bar Down Investments

Apartment Addicts

HouseItLook

Connect with Ashley Wilson on LinkedIn

Instagram: @badashinvestor

Podcast Recommendation:

Drunk Real Estate Podcast

]]> 3409 no 130. How to Minimize Tax and Maximize Returns with Thomas Castelli https://share.transistor.fm/s/55b64707 How do you maximize your real estate investment returns from a tax perspective? Join today’s episode as Tomas Castelli discusses various tax strategies for passive real estate investors. Passive losses can offset both earned and passive income, while proper depreciation strategies upfront can generate larger tax losses. Listen in as Tomas explains the three main tax buckets, the concept of bonus depreciation, and why Lazy 1031 is the way to go for passive investors. Tomas Castelli Tomas Castelli is a CPA and tax strategist at The Real Estate CPA. He helps real estate investors minimize their tax burden and maximize their returns. He has equity positions in several real estate syndications and funds. Tomas is the co-host of the Tax Smart REI podcast and an active member of the Left Field Investors community. With his expertise in tax strategies for passive investors, Tomas advises investors on how to make the most of their investments from a tax perspective. Here are some power takeaways from today’s conversation: [00:00] Three tax buckets: earned income, portfolio income, passive income [06:43] Passive losses can offset earned and passive income [11:26] Cost segregation studies break property into components with different depreciation schedules [14:21] Rapidly depreciating assets in the first year through bonus depreciation [17:44] Depreciation recapture taxes the depreciation amount when you sell the asset [26:06] How Lazy 1031 exchange uses passive losses from new investments to offset gains from sold investments [31:00] Claiming rental losses against earned income through a real estate professional status [41:18] Are travel expenses to conferences and properties deductible for passive investors? [44:36] Check your capital account and box 2 (passive income/loss) on your K-1 for accuracy Episode Highlights: [06:43] The Three Tax Buckets The three main tax buckets are: 1. Earned income - This includes income from employment like salaries, wages, commissions, bonuses, and self-employment income. Earned income is taxed at higher rates up to 37% for federal income tax. It is difficult to offset or reduce taxes on earned income. 2. Portfolio income - This includes income from investments like interest, dividends, capital gains from stocks, bonds, and mutual funds. Losses from investments in this bucket can only offset gains within the same bucket. 3. Passive income - This includes income from passive activities like real estate rentals and limited partnership investments. Losses from passive activities can offset both passive income and earned income. This provides more flexibility and opportunities to reduce taxes. [26:06] The Lazy 1031 Exchange  The "lazy 1031 exchange" is a tax strategy where passive losses from new investments are used to offset capital gains from sold investments, without a formal 1031 exchange. By investing in a new passive opportunity after selling an investment for a gain, depreciation, and losses from the new investment can be used to minimize taxes owed. This provides more flexibility than a formal 1031 exchange and requires a pipeline of passive investments generating losses to offset gains from sold investments. [34:54] Maximizing Depreciation with Bonus Depreciation With bonus depreciation, most of the five, seven, and 15-year property is frontloaded in the first year. Without it, assets depreciate over several years which results in lesser benefits if the asset is held for a shorter period like three years. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Tax Smart REI Podcast Podcast Recommendation: Acquisitions Anonymous Podcast Sun, 20 Aug 2023 13:20:27 -0000 130. How to Minimize Tax and Maximize Returns with Thomas Castelli full 130 PassivePockets, Jim Pfeifer, and Left Field Investors <p>How do you maximize your real estate investment returns from a tax perspective? Join today’s episode as Tomas Castelli discusses various tax strategies for passive real estate investors. Passive losses can offset both earned and passive income, while proper depreciation strategies upfront can generate larger tax losses.<strong> </strong>Listen in as Tomas explains the three main tax buckets, the concept of bonus depreciation, and why Lazy 1031 is the way to go for passive investors.</p><p><strong>Tomas Castelli<br></strong><br></p><p>Tomas Castelli is a CPA and tax strategist at The Real Estate CPA. He helps real estate investors minimize their tax burden and maximize their returns. He has equity positions in several real estate syndications and funds. Tomas is the co-host of the Tax Smart REI podcast and an active member of the Left Field Investors community. With his expertise in tax strategies for passive investors, Tomas advises investors on how to make the most of their investments from a tax perspective.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[00:00] Three tax buckets: earned income, portfolio income, passive income</p><p>[06:43] Passive losses can offset earned and passive income</p><p>[11:26] Cost segregation studies break property into components with different depreciation schedules</p><p>[14:21] Rapidly depreciating assets in the first year through bonus depreciation</p><p>[17:44] Depreciation recapture taxes the depreciation amount when you sell the asset</p><p>[26:06] How Lazy 1031 exchange uses passive losses from new investments to offset gains from sold investments</p><p>[31:00] Claiming rental losses against earned income through a real estate professional status</p><p>[41:18] Are travel expenses to conferences and properties deductible for passive investors?</p><p>[44:36] Check your capital account and box 2 (passive income/loss) on your K-1 for accuracy</p><p><br></p><p><strong>Episode Highlights:</strong></p><p><strong><br>[06:43] The Three Tax Buckets<br></strong><br></p><p>The three main tax buckets are:</p><p><strong>1. Earned income - </strong>This includes income from employment like salaries, wages, commissions, bonuses, and self-employment income. Earned income is taxed at higher rates up to 37% for federal income tax. It is difficult to offset or reduce taxes on earned income.</p><p><strong><br>2. Portfolio income - </strong>This includes income from investments like interest, dividends, capital gains from stocks, bonds, and mutual funds. Losses from investments in this bucket can only offset gains within the same bucket.</p><p><strong><br>3. Passive income - </strong>This includes income from passive activities like real estate rentals and limited partnership investments. Losses from passive activities can offset both passive income and earned income. This provides more flexibility and opportunities to reduce taxes.</p><p><strong>[26:06] The Lazy 1031 Exchange <br></strong><br></p><p>The "lazy 1031 exchange" is a tax strategy where passive losses from new investments are used to offset capital gains from sold investments, without a formal 1031 exchange. By investing in a new passive opportunity after selling an investment for a gain, depreciation, and losses from the new investment can be used to minimize taxes owed. This provides more flexibility than a formal 1031 exchange and requires a pipeline of passive investments generating losses to offset gains from sold investments.</p><p><strong>[34:54] Maximizing Depreciation with Bonus Depreciation<br></strong><br></p><p>With bonus depreciation, most of the five, seven, and 15-year property is frontloaded in the first year. Without it, assets depreciate over several years which results in lesser benefits if the asset is held for a shorter period like three years.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.therealestatecpa.com/podcasts">Tax Smart REI Podcast<br></a><br></p><p><strong>Podcast Recommendation:<br></strong><br></p><p><a href="https://www.youtube.com/c/AcquisitionsAnonymousPodcast">Acquisitions Anonymous Podcast<br></a><br></p> How do you maximize your real estate investment returns from a tax perspective? Join today’s episode as Tomas Castelli discusses various tax strategies for passive real estate investors. Passive losses can offset both earned and passive income, while proper depreciation strategies upfront can generate larger tax losses. Listen in as Tomas explains the three main tax buckets, the concept of bonus depreciation, and why Lazy 1031 is the way to go for passive investors. Tomas Castelli Tomas Castelli is a CPA and tax strategist at The Real Estate CPA. He helps real estate investors minimize their tax burden and maximize their returns. He has equity positions in several real estate syndications and funds. Tomas is the co-host of the Tax Smart REI podcast and an active member of the Left Field Investors community. With his expertise in tax strategies for passive investors, Tomas advises investors on how to make the most of their investments from a tax perspective. Here are some power takeaways from today’s conversation: [00:00] Three tax buckets: earned income, portfolio income, passive income [06:43] Passive losses can offset earned and passive income [11:26] Cost segregation studies break property into components with different depreciation schedules [14:21] Rapidly depreciating assets in the first year through bonus depreciation [17:44] Depreciation recapture taxes the depreciation amount when you sell the asset [26:06] How Lazy 1031 exchange uses passive losses from new investments to offset gains from sold investments [31:00] Claiming rental losses against earned income through a real estate professional status [41:18] Are travel expenses to conferences and properties deductible for passive investors? [44:36] Check your capital account and box 2 (passive income/loss) on your K-1 for accuracy Episode Highlights: [06:43] The Three Tax Buckets The three main tax buckets are: 1. Earned income - This includes income from employment like salaries, wages, commissions, bonuses, and self-employment income. Earned income is taxed at higher rates up to 37% for federal income tax. It is difficult to offset or reduce taxes on earned income. 2. Portfolio income - This includes income from investments like interest, dividends, capital gains from stocks, bonds, and mutual funds. Losses from investments in this bucket can only offset gains within the same bucket. 3. Passive income - This includes income from passive activities like real estate rentals and limited partnership investments. Losses from passive activities can offset both passive income and earned income. This provides more flexibility and opportunities to reduce taxes. [26:06] The Lazy 1031 Exchange  The "lazy 1031 exchange" is a tax strategy where passive losses from new investments are used to offset capital gains from sold investments, without a formal 1031 exchange. By investing in a new passive opportunity after selling an investment for a gain, depreciation, and losses from the new investment can be used to minimize taxes owed. This provides more flexibility than a formal 1031 exchange and requires a pipeline of passive investments generating losses to offset gains from sold investments. [34:54] Maximizing Depreciation with Bonus Depreciation With bonus depreciation, most of the five, seven, and 15-year property is frontloaded in the first year. Without it, assets depreciate over several years which results in lesser benefits if the asset is held for a shorter period like three years. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Tax Smart REI Podcast Podcast Recommendation: Acquisitions Anonymous Podcast How do you maximize your real estate investment returns from a tax perspective? Join today’s episode as Tomas Castelli discusses various tax strategies for passive real estate investors. Passive losses can offset both earned and passive income, while proper depreciation strategies upfront can generate larger tax losses. Listen in as Tomas explains the three main tax buckets, the concept of bonus depreciation, and why Lazy 1031 is the way to go for passive investors.

Tomas Castelli

Tomas Castelli is a CPA and tax strategist at The Real Estate CPA. He helps real estate investors minimize their tax burden and maximize their returns. He has equity positions in several real estate syndications and funds. Tomas is the co-host of the Tax Smart REI podcast and an active member of the Left Field Investors community. With his expertise in tax strategies for passive investors, Tomas advises investors on how to make the most of their investments from a tax perspective.

Here are some power takeaways from today’s conversation:

[00:00] Three tax buckets: earned income, portfolio income, passive income

[06:43] Passive losses can offset earned and passive income

[11:26] Cost segregation studies break property into components with different depreciation schedules

[14:21] Rapidly depreciating assets in the first year through bonus depreciation

[17:44] Depreciation recapture taxes the depreciation amount when you sell the asset

[26:06] How Lazy 1031 exchange uses passive losses from new investments to offset gains from sold investments

[31:00] Claiming rental losses against earned income through a real estate professional status

[41:18] Are travel expenses to conferences and properties deductible for passive investors?

[44:36] Check your capital account and box 2 (passive income/loss) on your K-1 for accuracy


Episode Highlights:


[06:43] The Three Tax Buckets

The three main tax buckets are:

1. Earned income - This includes income from employment like salaries, wages, commissions, bonuses, and self-employment income. Earned income is taxed at higher rates up to 37% for federal income tax. It is difficult to offset or reduce taxes on earned income.


2. Portfolio income - This includes income from investments like interest, dividends, capital gains from stocks, bonds, and mutual funds. Losses from investments in this bucket can only offset gains within the same bucket.


3. Passive income - This includes income from passive activities like real estate rentals and limited partnership investments. Losses from passive activities can offset both passive income and earned income. This provides more flexibility and opportunities to reduce taxes.

[26:06] The Lazy 1031 Exchange 

The "lazy 1031 exchange" is a tax strategy where passive losses from new investments are used to offset capital gains from sold investments, without a formal 1031 exchange. By investing in a new passive opportunity after selling an investment for a gain, depreciation, and losses from the new investment can be used to minimize taxes owed. This provides more flexibility than a formal 1031 exchange and requires a pipeline of passive investments generating losses to offset gains from sold investments.

[34:54] Maximizing Depreciation with Bonus Depreciation

With bonus depreciation, most of the five, seven, and 15-year property is frontloaded in the first year. Without it, assets depreciate over several years which results in lesser benefits if the asset is held for a shorter period like three years.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Tax Smart REI Podcast

Podcast Recommendation:

Acquisitions Anonymous Podcast

]]> 3223 no 129. Customizing Your Fund Investments through InvestWise Collective https://share.transistor.fm/s/e4ed6deb Want to make informed investment decisions? Join us as we unpack the secrets behind risk-adjusted returns with Paul Shannon. He talks about real estate investing in today's uncertain market, how he vets sponsors, looks for risk-adjusted returns, and the benefits of both active and passive investing. Paul Shannon is the principal of Red Hawk Real Estate and fund manager of InvestWise Collective, a partnership between Red Hawk Real Estate and Left Field Investors. Since transitioning to real estate investing full-time in 2019, Paul has acquired over 200 residential units by recycling his equity and through joint ventures. A licensed realtor, Paul has experience in acquisitions, raising capital, and property management.  Here are some power takeaways from today’s conversation: [02:00] Why Paul slowed down in investing  [11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns [18:00] How active investing makes you a better passive investor [21:00] Understanding risk-adjusted returns [26:45] About InvestWise Collective [30:50] Tips for vetting sponsors and investors [41:50] Being selective with higher quality deals  Episode Highlights: [11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns Multifamily operators are shifting towards agency debt or fixed-rate products with stepped-down prepay penalties to avoid costly fees when selling before maturity. This change means longer hold periods, lower leverage, and loan-to-value ratios in the 50s to 60s. Lenders require properties to generate income 1.2 to 1.3 times higher than the debt service, leading to decreased loan proceeds and reduced returns. Despite this, there are still attractive investment opportunities, but investors must consider more than just high IRRs and cash-on-cash returns. [21:00] Understanding Risk-Adjusted Returns: Maximizing Returns While Managing Risk in Investments ‘Risk-adjusted returns’ refer to the amount of return an investment generates relative to the amount of risk involved in producing that return. An investment with a higher risk-adjusted return means it generates more return for the amount of risk taken. Paul explains risk-adjusted returns by comparing potential returns from real estate investments to risk-free alternatives like high-yield savings accounts. The returns from real estate deals involve more risk due to factors like rising interest rates, cap rate compression, and reliance on sponsor pro formas. However, they must offer a high enough return to justify that additional risk compared to the guaranteed return from a savings account. Paul looks at variables like yield on cost, IRR, and cash flow to determine if a deal offers a sufficient risk-adjusted return for his investors. [30:50] Tips for Vetting Sponsors and Investors Paul places the most emphasis on trust, ensuring the sponsor will act as a fiduciary for investors' capital. He examines the sponsor's track record but notes that a longer track record does not necessarily mean better, focusing more on how the sponsor navigated past downturns. Paul analyzes the sponsor's financial spreadsheets in depth to understand their assumptions and whether they are conservative or aggressive. Rather than just looking at headline returns, he focuses on yield on cost, IRR partitioning and cash flows to determine the deal's risk level. Finally, Paul looks at the debt terms the sponsor is using to ensure it matches their business plan and exit strategy to minimize prepayment penalties. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Redhawk Real Estate InvestWise Collective Email: paulshannon@investwisecollective.com    Podcast Recommendation: Old Capital Podcast Sun, 13 Aug 2023 08:00:00 -0000 129. Customizing Your Fund Investments through InvestWise Collective full 129 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Want to make informed investment decisions? Join us as we unpack the secrets behind risk-adjusted returns with Paul Shannon. He talks about real estate investing in today's uncertain market, how he vets sponsors, looks for risk-adjusted returns, and the benefits of both active and passive investing.</p><p>Paul Shannon is the principal of Red Hawk Real Estate and fund manager of InvestWise Collective, a partnership between Red Hawk Real Estate and Left Field Investors. Since transitioning to real estate investing full-time in 2019, Paul has acquired over 200 residential units by recycling his equity and through joint ventures. A licensed realtor, Paul has experience in acquisitions, raising capital, and property management. </p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[02:00] Why Paul slowed down in investing </p><p>[11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns</p><p>[18:00] How active investing makes you a better passive investor</p><p>[21:00] Understanding risk-adjusted returns</p><p>[26:45] About InvestWise Collective</p><p>[30:50] Tips for vetting sponsors and investors</p><p>[41:50] Being selective with higher quality deals </p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns<br></strong><br></p><p>Multifamily operators are shifting towards agency debt or fixed-rate products with stepped-down prepay penalties to avoid costly fees when selling before maturity. This change means longer hold periods, lower leverage, and loan-to-value ratios in the 50s to 60s. Lenders require properties to generate income 1.2 to 1.3 times higher than the debt service, leading to decreased loan proceeds and reduced returns. Despite this, there are still attractive investment opportunities, but investors must consider more than just high IRRs and cash-on-cash returns.</p><p><strong>[21:00] Understanding Risk-Adjusted Returns: Maximizing Returns While Managing Risk in Investments<br></strong><br></p><p>‘Risk-adjusted returns’ refer to the amount of return an investment generates relative to the amount of risk involved in producing that return. An investment with a higher risk-adjusted return means it generates more return for the amount of risk taken. Paul explains risk-adjusted returns by comparing potential returns from real estate investments to risk-free alternatives like high-yield savings accounts. The returns from real estate deals involve more risk due to factors like rising interest rates, cap rate compression, and reliance on sponsor pro formas. However, they must offer a high enough return to justify that additional risk compared to the guaranteed return from a savings account. Paul looks at variables like yield on cost, IRR, and cash flow to determine if a deal offers a sufficient risk-adjusted return for his investors.</p><p><strong>[30:50] Tips for Vetting Sponsors and Investors<br></strong><br></p><p>Paul places the most emphasis on trust, ensuring the sponsor will act as a fiduciary for investors' capital. He examines the sponsor's track record but notes that a longer track record does not necessarily mean better, focusing more on how the sponsor navigated past downturns. Paul analyzes the sponsor's financial spreadsheets in depth to understand their assumptions and whether they are conservative or aggressive. Rather than just looking at headline returns, he focuses on yield on cost, IRR partitioning and cash flows to determine the deal's risk level. Finally, Paul looks at the debt terms the sponsor is using to ensure it matches their business plan and exit strategy to minimize prepayment penalties.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.redhawk-realestate.com/">Redhawk Real Estate<br></a><br></p><p><a href="https://www.investwisecollective.com/">InvestWise Collective<br></a><br></p><p>Email: <a href="mailto:paulshannon@investwisecollective.com">paulshannon@investwisecollective.com</a>   </p><p><strong>Podcast Recommendation:<br></strong><br></p><p><a href="https://www.oldcapitalpodcast.com/">Old Capital Podcast<br></a><br></p> Want to make informed investment decisions? Join us as we unpack the secrets behind risk-adjusted returns with Paul Shannon. He talks about real estate investing in today's uncertain market, how he vets sponsors, looks for risk-adjusted returns, and the benefits of both active and passive investing. Paul Shannon is the principal of Red Hawk Real Estate and fund manager of InvestWise Collective, a partnership between Red Hawk Real Estate and Left Field Investors. Since transitioning to real estate investing full-time in 2019, Paul has acquired over 200 residential units by recycling his equity and through joint ventures. A licensed realtor, Paul has experience in acquisitions, raising capital, and property management.  Here are some power takeaways from today’s conversation: [02:00] Why Paul slowed down in investing  [11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns [18:00] How active investing makes you a better passive investor [21:00] Understanding risk-adjusted returns [26:45] About InvestWise Collective [30:50] Tips for vetting sponsors and investors [41:50] Being selective with higher quality deals  Episode Highlights: [11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns Multifamily operators are shifting towards agency debt or fixed-rate products with stepped-down prepay penalties to avoid costly fees when selling before maturity. This change means longer hold periods, lower leverage, and loan-to-value ratios in the 50s to 60s. Lenders require properties to generate income 1.2 to 1.3 times higher than the debt service, leading to decreased loan proceeds and reduced returns. Despite this, there are still attractive investment opportunities, but investors must consider more than just high IRRs and cash-on-cash returns. [21:00] Understanding Risk-Adjusted Returns: Maximizing Returns While Managing Risk in Investments ‘Risk-adjusted returns’ refer to the amount of return an investment generates relative to the amount of risk involved in producing that return. An investment with a higher risk-adjusted return means it generates more return for the amount of risk taken. Paul explains risk-adjusted returns by comparing potential returns from real estate investments to risk-free alternatives like high-yield savings accounts. The returns from real estate deals involve more risk due to factors like rising interest rates, cap rate compression, and reliance on sponsor pro formas. However, they must offer a high enough return to justify that additional risk compared to the guaranteed return from a savings account. Paul looks at variables like yield on cost, IRR, and cash flow to determine if a deal offers a sufficient risk-adjusted return for his investors. [30:50] Tips for Vetting Sponsors and Investors Paul places the most emphasis on trust, ensuring the sponsor will act as a fiduciary for investors' capital. He examines the sponsor's track record but notes that a longer track record does not necessarily mean better, focusing more on how the sponsor navigated past downturns. Paul analyzes the sponsor's financial spreadsheets in depth to understand their assumptions and whether they are conservative or aggressive. Rather than just looking at headline returns, he focuses on yield on cost, IRR partitioning and cash flows to determine the deal's risk level. Finally, Paul looks at the debt terms the sponsor is using to ensure it matches their business plan and exit strategy to minimize prepayment penalties. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Redhawk Real Estate InvestWise Collective Email: paulshannon@investwisecollective.com    Podcast Recommendation: Old Capital Podcast Want to make informed investment decisions? Join us as we unpack the secrets behind risk-adjusted returns with Paul Shannon. He talks about real estate investing in today's uncertain market, how he vets sponsors, looks for risk-adjusted returns, and the benefits of both active and passive investing.

Paul Shannon is the principal of Red Hawk Real Estate and fund manager of InvestWise Collective, a partnership between Red Hawk Real Estate and Left Field Investors. Since transitioning to real estate investing full-time in 2019, Paul has acquired over 200 residential units by recycling his equity and through joint ventures. A licensed realtor, Paul has experience in acquisitions, raising capital, and property management. 

Here are some power takeaways from today’s conversation:

[02:00] Why Paul slowed down in investing 

[11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns

[18:00] How active investing makes you a better passive investor

[21:00] Understanding risk-adjusted returns

[26:45] About InvestWise Collective

[30:50] Tips for vetting sponsors and investors

[41:50] Being selective with higher quality deals 

Episode Highlights:

[11:10] Emerging Trends in Multifamily Financing: Longer Holds, Lower Returns

Multifamily operators are shifting towards agency debt or fixed-rate products with stepped-down prepay penalties to avoid costly fees when selling before maturity. This change means longer hold periods, lower leverage, and loan-to-value ratios in the 50s to 60s. Lenders require properties to generate income 1.2 to 1.3 times higher than the debt service, leading to decreased loan proceeds and reduced returns. Despite this, there are still attractive investment opportunities, but investors must consider more than just high IRRs and cash-on-cash returns.

[21:00] Understanding Risk-Adjusted Returns: Maximizing Returns While Managing Risk in Investments

‘Risk-adjusted returns’ refer to the amount of return an investment generates relative to the amount of risk involved in producing that return. An investment with a higher risk-adjusted return means it generates more return for the amount of risk taken. Paul explains risk-adjusted returns by comparing potential returns from real estate investments to risk-free alternatives like high-yield savings accounts. The returns from real estate deals involve more risk due to factors like rising interest rates, cap rate compression, and reliance on sponsor pro formas. However, they must offer a high enough return to justify that additional risk compared to the guaranteed return from a savings account. Paul looks at variables like yield on cost, IRR, and cash flow to determine if a deal offers a sufficient risk-adjusted return for his investors.

[30:50] Tips for Vetting Sponsors and Investors

Paul places the most emphasis on trust, ensuring the sponsor will act as a fiduciary for investors' capital. He examines the sponsor's track record but notes that a longer track record does not necessarily mean better, focusing more on how the sponsor navigated past downturns. Paul analyzes the sponsor's financial spreadsheets in depth to understand their assumptions and whether they are conservative or aggressive. Rather than just looking at headline returns, he focuses on yield on cost, IRR partitioning and cash flows to determine the deal's risk level. Finally, Paul looks at the debt terms the sponsor is using to ensure it matches their business plan and exit strategy to minimize prepayment penalties.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Redhawk Real Estate

InvestWise Collective

Email: paulshannon@investwisecollective.com   

Podcast Recommendation:

Old Capital Podcast

]]> 3110 no 128. Real Estate Wisdom from the Co-Founder of Keller Williams https://share.transistor.fm/s/9895364e In this episode, Joe Williams, co-founder of Keller Williams, shares how KW became the largest real estate company in the U.S by flipping the traditional brokerage model to become agent-focused. Joe offers valuable lessons from his successful career, including timing the market and planning for success. He also discusses his current focus on land funds as an investment vehicle, leveraging Keller Williams' network to source deals. This episode provides a wealth of insights that can be applied beyond the real estate industry. About Joe Williams Although he is best known as the co-founder of Keller Williams Realty, Joe Williams was licensed at 19 and sold homes throughout his college years. Joe received his BBA in 1976 from the University of Texas in Real Estate, which at the time was a new degree program. He has over 43 years experience working with the local community and realtors. Joe, along with his team, has extensive experience in Residential & Commercial Brokerage, as well as Building & Residential Development. Here are some power takeaways from today’s conversation: [03:10] Starting his real estate career at age 19 and working his way up [11:28] The importance of having the right partners [13:28] Becoming agent-focused with their mission statement and profit share program [23:07] VDPR: The key elements for achieving success [27:35] Real estate is learnable [37:00] Lessons in real estate investing and the importance of timing the market [53:24] Joe’s current focus on land funds and future plans Episode Highlights: [23:07] VDPR: The Key Elements for Achieving Success VDPR stands for Vision, Discipline, Planning, and Results. The concept is that in order to achieve any goal, you must first have a clear vision of what you want to attain, and then acquire the discipline necessary to work towards that goal. This requires planning and organization, such as making lists and setting clear markers for progress. Ultimately, the results will follow as a direct outcome of the effort put in. Clarity of purpose and a focused mindset are key to achieving success, as Earl Nightingale famously said, "you will become what you think about." [27:35] Real Estate is Learnable Real estate values are primarily driven by public data such as supply and demand, job availability, city policies, growth patterns, schools, hospitals, and utility locations, which can all be researched and analyzed. This is what makes real estate an attractive investment vehicle - it's something that can be learned and understood. However, having an expert on your side who can interpret these variables is invaluable. Real estate professionals deal with these factors daily and are equipped to predict future value. In comparison to stocks, real estate is much easier to evaluate. [29:14] The Importance of Timing Timing is essential in real estate, outweighing even the significance of location. Market cycles, which are rarely linear due to human behavior, greatly impact supply and demand for multi-family properties. Joe states that there is no such thing as a bad market, only buyer's or seller's markets. Understanding your place in the cycle is crucial since waiting for the top can lead to missed opportunities. A wise investor once said, "I've always sold too soon," emphasizing the importance of being proactive. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: https://www.joewilliams.land/ Email: joe@joewilliams.land  Royal Legal Solutions www.spartan-investors.com  Sun, 06 Aug 2023 08:00:00 -0000 128. Real Estate Wisdom from the Co-Founder of Keller Williams full 128 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode, Joe Williams, co-founder of Keller Williams, shares how KW became the largest real estate company in the U.S by flipping the traditional brokerage model to become agent-focused. Joe offers valuable lessons from his successful career, including timing the market and planning for success. He also discusses his current focus on land funds as an investment vehicle, leveraging Keller Williams' network to source deals. This episode provides a wealth of insights that can be applied beyond the real estate industry.</p><p><strong>About Joe Williams<br></strong><br></p><p>Although he is best known as the co-founder of Keller Williams Realty, Joe Williams was licensed at 19 and sold homes throughout his college years. Joe received his BBA in 1976 from the University of Texas in Real Estate, which at the time was a new degree program. He has over 43 years experience working with the local community and realtors. Joe, along with his team, has extensive experience in Residential &amp; Commercial Brokerage, as well as Building &amp; Residential Development.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[03:10] Starting his real estate career at age 19 and working his way up</p><p>[11:28] The importance of having the right partners</p><p>[13:28] Becoming agent-focused with their mission statement and profit share program</p><p>[23:07] VDPR: The key elements for achieving success</p><p>[27:35] Real estate is learnable</p><p>[37:00] Lessons in real estate investing and the importance of timing the market</p><p>[53:24] Joe’s current focus on land funds and future plans</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[23:07] VDPR: The Key Elements for Achieving Success</strong></p><p>VDPR stands for Vision, Discipline, Planning, and Results. The concept is that in order to achieve any goal, you must first have a clear vision of what you want to attain, and then acquire the discipline necessary to work towards that goal. This requires planning and organization, such as making lists and setting clear markers for progress. Ultimately, the results will follow as a direct outcome of the effort put in. Clarity of purpose and a focused mindset are key to achieving success, as Earl Nightingale famously said, "you will become what you think about."</p><p><br></p><p><strong>[27:35] Real Estate is Learnable</strong></p><p><br>Real estate values are primarily driven by public data such as supply and demand, job availability, city policies, growth patterns, schools, hospitals, and utility locations, which can all be researched and analyzed. This is what makes real estate an attractive investment vehicle - it's something that can be learned and understood. However, having an expert on your side who can interpret these variables is invaluable. Real estate professionals deal with these factors daily and are equipped to predict future value. In comparison to stocks, real estate is much easier to evaluate.</p><p><strong><br>[29:14] The Importance of Timing<br></strong><br></p><p><br>Timing is essential in real estate, outweighing even the significance of location. Market cycles, which are rarely linear due to human behavior, greatly impact supply and demand for multi-family properties. Joe states that there is no such thing as a bad market, only buyer's or seller's markets. Understanding your place in the cycle is crucial since waiting for the top can lead to missed opportunities. A wise investor once said, "I've always sold too soon," emphasizing the importance of being proactive.</p><p><strong><br>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.joewilliams.land/">https://www.joewilliams.land/<br></a><br></p><p>Email: joe@joewilliams.land </p><p><a href="https://royallegalsolutions.com/">Royal Legal Solutions<br></a><br></p><p><a href="http://www.spartan-investors.com">www.spartan-investors.com</a> </p> In this episode, Joe Williams, co-founder of Keller Williams, shares how KW became the largest real estate company in the U.S by flipping the traditional brokerage model to become agent-focused. Joe offers valuable lessons from his successful career, including timing the market and planning for success. He also discusses his current focus on land funds as an investment vehicle, leveraging Keller Williams' network to source deals. This episode provides a wealth of insights that can be applied beyond the real estate industry. About Joe Williams Although he is best known as the co-founder of Keller Williams Realty, Joe Williams was licensed at 19 and sold homes throughout his college years. Joe received his BBA in 1976 from the University of Texas in Real Estate, which at the time was a new degree program. He has over 43 years experience working with the local community and realtors. Joe, along with his team, has extensive experience in Residential & Commercial Brokerage, as well as Building & Residential Development. Here are some power takeaways from today’s conversation: [03:10] Starting his real estate career at age 19 and working his way up [11:28] The importance of having the right partners [13:28] Becoming agent-focused with their mission statement and profit share program [23:07] VDPR: The key elements for achieving success [27:35] Real estate is learnable [37:00] Lessons in real estate investing and the importance of timing the market [53:24] Joe’s current focus on land funds and future plans Episode Highlights: [23:07] VDPR: The Key Elements for Achieving Success VDPR stands for Vision, Discipline, Planning, and Results. The concept is that in order to achieve any goal, you must first have a clear vision of what you want to attain, and then acquire the discipline necessary to work towards that goal. This requires planning and organization, such as making lists and setting clear markers for progress. Ultimately, the results will follow as a direct outcome of the effort put in. Clarity of purpose and a focused mindset are key to achieving success, as Earl Nightingale famously said, "you will become what you think about." [27:35] Real Estate is Learnable Real estate values are primarily driven by public data such as supply and demand, job availability, city policies, growth patterns, schools, hospitals, and utility locations, which can all be researched and analyzed. This is what makes real estate an attractive investment vehicle - it's something that can be learned and understood. However, having an expert on your side who can interpret these variables is invaluable. Real estate professionals deal with these factors daily and are equipped to predict future value. In comparison to stocks, real estate is much easier to evaluate. [29:14] The Importance of Timing Timing is essential in real estate, outweighing even the significance of location. Market cycles, which are rarely linear due to human behavior, greatly impact supply and demand for multi-family properties. Joe states that there is no such thing as a bad market, only buyer's or seller's markets. Understanding your place in the cycle is crucial since waiting for the top can lead to missed opportunities. A wise investor once said, "I've always sold too soon," emphasizing the importance of being proactive. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: https://www.joewilliams.land/ Email: joe@joewilliams.land  Royal Legal Solutions www.spartan-investors.com  In this episode, Joe Williams, co-founder of Keller Williams, shares how KW became the largest real estate company in the U.S by flipping the traditional brokerage model to become agent-focused. Joe offers valuable lessons from his successful career, including timing the market and planning for success. He also discusses his current focus on land funds as an investment vehicle, leveraging Keller Williams' network to source deals. This episode provides a wealth of insights that can be applied beyond the real estate industry.

About Joe Williams

Although he is best known as the co-founder of Keller Williams Realty, Joe Williams was licensed at 19 and sold homes throughout his college years. Joe received his BBA in 1976 from the University of Texas in Real Estate, which at the time was a new degree program. He has over 43 years experience working with the local community and realtors. Joe, along with his team, has extensive experience in Residential & Commercial Brokerage, as well as Building & Residential Development.

Here are some power takeaways from today’s conversation:

[03:10] Starting his real estate career at age 19 and working his way up

[11:28] The importance of having the right partners

[13:28] Becoming agent-focused with their mission statement and profit share program

[23:07] VDPR: The key elements for achieving success

[27:35] Real estate is learnable

[37:00] Lessons in real estate investing and the importance of timing the market

[53:24] Joe’s current focus on land funds and future plans


Episode Highlights:

[23:07] VDPR: The Key Elements for Achieving Success

VDPR stands for Vision, Discipline, Planning, and Results. The concept is that in order to achieve any goal, you must first have a clear vision of what you want to attain, and then acquire the discipline necessary to work towards that goal. This requires planning and organization, such as making lists and setting clear markers for progress. Ultimately, the results will follow as a direct outcome of the effort put in. Clarity of purpose and a focused mindset are key to achieving success, as Earl Nightingale famously said, "you will become what you think about."


[27:35] Real Estate is Learnable


Real estate values are primarily driven by public data such as supply and demand, job availability, city policies, growth patterns, schools, hospitals, and utility locations, which can all be researched and analyzed. This is what makes real estate an attractive investment vehicle - it's something that can be learned and understood. However, having an expert on your side who can interpret these variables is invaluable. Real estate professionals deal with these factors daily and are equipped to predict future value. In comparison to stocks, real estate is much easier to evaluate.


[29:14] The Importance of Timing


Timing is essential in real estate, outweighing even the significance of location. Market cycles, which are rarely linear due to human behavior, greatly impact supply and demand for multi-family properties. Joe states that there is no such thing as a bad market, only buyer's or seller's markets. Understanding your place in the cycle is crucial since waiting for the top can lead to missed opportunities. A wise investor once said, "I've always sold too soon," emphasizing the importance of being proactive.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

https://www.joewilliams.land/

Email: joe@joewilliams.land 

Royal Legal Solutions

www.spartan-investors.com 

]]> 3638 no 127. Buying Days Off Through Investing in Asset Class Conversions with Clint Harris https://share.transistor.fm/s/45f0570f Just saving money and putting it in your 401k is not enough anymore. There has to be something else. That's why we have this community. Today, joining us is Clint Harris from Nomad Capital. Clint believes that passive real estate is the key to retirement, as saving alone is no longer sufficient. Clint also stresses the importance of financial independence combined with location and time independence, for a purpose-driven life. The more cash flow you have, the more days off you’re buying, and this hastens retirement or getting out of a W-2 job! About Clint Harris Clint Harris, Investor Relations & Capital Raising at Nomad, has 15 years of experience in medical device sales. He's a business innovator who owns a successful property management company and multifamily real estate portfolio. Clint believes that financial independence, combined with location and time independence, leads to independence of purpose. He joined Nomad to share this vision with investors. Here are some power takeaways from today’s conversation: [09:32] Achieving financial independence through investing in real estate [11:28] The value of asset class conversion [16:34] Increasing value through asset class conversion [19:12] Diversifying investments to reduce risk [24:55] “Buying days off” through syndication deals  [32:39] Tips for vetting sponsors as an LP [35:00] What to look for in sponsors [39:12] Nomad Capital’s aim to double investors' money within 5 years Episode Highlights: [22:52] “Buying Days Off” Through Syndication Deals Syndication allows investors, limited partners, and general partners to put their capital to work while others use their time and expertise. Investing in a deal means buying days off from working for the rest of your life and getting closer to achieving financial freedom. This asset class provides real value beyond just a five-year investment, and our goal is to build up assets that we can hold onto with a select group of investors and eventually reclaim our time. [29:48] Location, Time, and Financial Independence: The Key to a Purpose-Driven Life Achieving financial independence alone is simply not enough. You need all three elements: location independence, time independence, and financial independence. With these combined, you can lead a purpose-driven life and do whatever your heart desires, whether it's charity work, attending church, skiing, building, traveling, or raising your kids. However, if you're only financially independent but stuck in one location, you'll be forced to spend most of your time in front of a screen every day, which isn't the nomadic lifestyle you desire. At Nomad, we value this core belief and aim to keep it as a vital part of our culture, just as you have developed an amazing culture with Left Field Investors. Our goal is to always prioritize this value above everything else. [36:48] Tips for Vetting Sponsors as an LP Clear communication is essential in meeting your investors' needs as a real estate investor. Ideally, you should receive monthly updates that include examples of both positive and negative news and how they were presented. It's important to stay informed at all times. With insider knowledge of the industry, you may also want to know if the company is vertically integrated, handling everything from property sourcing to capital raising in-house. This information can help you make more informed investment decisions. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Email Clint: clint@nomadcapital.us Website: Nomad Capital Podcast Recommendation: BiggerPockets Podcast AJ Osborne's Self Storage Income Podcast Sun, 30 Jul 2023 08:00:00 -0000 127. Buying Days Off Through Investing in Asset Class Conversions with Clint Harris full 127 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Just saving money and putting it in your 401k is not enough anymore. There has to be something else. That's why we have this community. Today, joining us is Clint Harris from Nomad Capital. Clint believes that passive real estate is the key to retirement, as saving alone is no longer sufficient. Clint also stresses the importance of financial independence combined with location and time independence, for a purpose-driven life. The more cash flow you have, the more days off you’re buying, and this hastens retirement or getting out of a W-2 job!</p><p><strong>About Clint Harris<br></strong><br></p><p>Clint Harris, Investor Relations &amp; Capital Raising at Nomad, has 15 years of experience in medical device sales. He's a business innovator who owns a successful property management company and multifamily real estate portfolio. Clint believes that financial independence, combined with location and time independence, leads to independence of purpose. He joined Nomad to share this vision with investors.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[09:32] Achieving financial independence through investing in real estate</p><p>[11:28] The value of asset class conversion</p><p>[16:34] Increasing value through asset class conversion</p><p>[19:12] Diversifying investments to reduce risk</p><p>[24:55] “Buying days off” through syndication deals </p><p>[32:39] Tips for vetting sponsors as an LP</p><p>[35:00] What to look for in sponsors</p><p>[39:12] Nomad Capital’s aim to double investors' money within 5 years</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong><br>[22:52] “Buying Days Off” Through Syndication Deals<br></strong><br></p><p><br>Syndication allows investors, limited partners, and general partners to put their capital to work while others use their time and expertise. Investing in a deal means buying days off from working for the rest of your life and getting closer to achieving financial freedom. This asset class provides real value beyond just a five-year investment, and our goal is to build up assets that we can hold onto with a select group of investors and eventually reclaim our time.</p><p><strong><br>[29:48] Location, Time, and Financial Independence: The Key to a Purpose-Driven Life<br></strong><br></p><p><br>Achieving financial independence alone is simply not enough. You need all three elements: location independence, time independence, and financial independence. With these combined, you can lead a purpose-driven life and do whatever your heart desires, whether it's charity work, attending church, skiing, building, traveling, or raising your kids. However, if you're only financially independent but stuck in one location, you'll be forced to spend most of your time in front of a screen every day, which isn't the nomadic lifestyle you desire. At Nomad, we value this core belief and aim to keep it as a vital part of our culture, just as you have developed an amazing culture with Left Field Investors. Our goal is to always prioritize this value above everything else.</p><p><strong><br>[36:48] Tips for Vetting Sponsors as an LP<br></strong><br></p><p><br>Clear communication is essential in meeting your investors' needs as a real estate investor. Ideally, you should receive monthly updates that include examples of both positive and negative news and how they were presented. It's important to stay informed at all times. With insider knowledge of the industry, you may also want to know if the company is vertically integrated, handling everything from property sourcing to capital raising in-house. This information can help you make more informed investment decisions.</p><p><strong><br>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.</strong></p><p><strong><br>Resources Mentioned:</strong></p><p>Email Clint: <a href="mailto:clint@nomadcapital.us">clint@nomadcapital.us<br></a><br></p><p>Website: <a href="http://www.nomadcapital.us">Nomad Capital<br></a><br></p><p><strong>Podcast Recommendation:<br></strong><br></p><p><a href="https://www.biggerpockets.com/podcasts/real-estate">BiggerPockets Podcast<br></a><br></p><p><a href="https://www.selfstorageincome.com/podcast">AJ Osborne's Self Storage Income Podcast<br></a><br></p> Just saving money and putting it in your 401k is not enough anymore. There has to be something else. That's why we have this community. Today, joining us is Clint Harris from Nomad Capital. Clint believes that passive real estate is the key to retirement, as saving alone is no longer sufficient. Clint also stresses the importance of financial independence combined with location and time independence, for a purpose-driven life. The more cash flow you have, the more days off you’re buying, and this hastens retirement or getting out of a W-2 job! About Clint Harris Clint Harris, Investor Relations & Capital Raising at Nomad, has 15 years of experience in medical device sales. He's a business innovator who owns a successful property management company and multifamily real estate portfolio. Clint believes that financial independence, combined with location and time independence, leads to independence of purpose. He joined Nomad to share this vision with investors. Here are some power takeaways from today’s conversation: [09:32] Achieving financial independence through investing in real estate [11:28] The value of asset class conversion [16:34] Increasing value through asset class conversion [19:12] Diversifying investments to reduce risk [24:55] “Buying days off” through syndication deals  [32:39] Tips for vetting sponsors as an LP [35:00] What to look for in sponsors [39:12] Nomad Capital’s aim to double investors' money within 5 years Episode Highlights: [22:52] “Buying Days Off” Through Syndication Deals Syndication allows investors, limited partners, and general partners to put their capital to work while others use their time and expertise. Investing in a deal means buying days off from working for the rest of your life and getting closer to achieving financial freedom. This asset class provides real value beyond just a five-year investment, and our goal is to build up assets that we can hold onto with a select group of investors and eventually reclaim our time. [29:48] Location, Time, and Financial Independence: The Key to a Purpose-Driven Life Achieving financial independence alone is simply not enough. You need all three elements: location independence, time independence, and financial independence. With these combined, you can lead a purpose-driven life and do whatever your heart desires, whether it's charity work, attending church, skiing, building, traveling, or raising your kids. However, if you're only financially independent but stuck in one location, you'll be forced to spend most of your time in front of a screen every day, which isn't the nomadic lifestyle you desire. At Nomad, we value this core belief and aim to keep it as a vital part of our culture, just as you have developed an amazing culture with Left Field Investors. Our goal is to always prioritize this value above everything else. [36:48] Tips for Vetting Sponsors as an LP Clear communication is essential in meeting your investors' needs as a real estate investor. Ideally, you should receive monthly updates that include examples of both positive and negative news and how they were presented. It's important to stay informed at all times. With insider knowledge of the industry, you may also want to know if the company is vertically integrated, handling everything from property sourcing to capital raising in-house. This information can help you make more informed investment decisions. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Email Clint: clint@nomadcapital.us Website: Nomad Capital Podcast Recommendation: BiggerPockets Podcast AJ Osborne's Self Storage Income Podcast Just saving money and putting it in your 401k is not enough anymore. There has to be something else. That's why we have this community. Today, joining us is Clint Harris from Nomad Capital. Clint believes that passive real estate is the key to retirement, as saving alone is no longer sufficient. Clint also stresses the importance of financial independence combined with location and time independence, for a purpose-driven life. The more cash flow you have, the more days off you’re buying, and this hastens retirement or getting out of a W-2 job!

About Clint Harris

Clint Harris, Investor Relations & Capital Raising at Nomad, has 15 years of experience in medical device sales. He's a business innovator who owns a successful property management company and multifamily real estate portfolio. Clint believes that financial independence, combined with location and time independence, leads to independence of purpose. He joined Nomad to share this vision with investors.

Here are some power takeaways from today’s conversation:

[09:32] Achieving financial independence through investing in real estate

[11:28] The value of asset class conversion

[16:34] Increasing value through asset class conversion

[19:12] Diversifying investments to reduce risk

[24:55] “Buying days off” through syndication deals 

[32:39] Tips for vetting sponsors as an LP

[35:00] What to look for in sponsors

[39:12] Nomad Capital’s aim to double investors' money within 5 years


Episode Highlights:


[22:52] “Buying Days Off” Through Syndication Deals


Syndication allows investors, limited partners, and general partners to put their capital to work while others use their time and expertise. Investing in a deal means buying days off from working for the rest of your life and getting closer to achieving financial freedom. This asset class provides real value beyond just a five-year investment, and our goal is to build up assets that we can hold onto with a select group of investors and eventually reclaim our time.


[29:48] Location, Time, and Financial Independence: The Key to a Purpose-Driven Life


Achieving financial independence alone is simply not enough. You need all three elements: location independence, time independence, and financial independence. With these combined, you can lead a purpose-driven life and do whatever your heart desires, whether it's charity work, attending church, skiing, building, traveling, or raising your kids. However, if you're only financially independent but stuck in one location, you'll be forced to spend most of your time in front of a screen every day, which isn't the nomadic lifestyle you desire. At Nomad, we value this core belief and aim to keep it as a vital part of our culture, just as you have developed an amazing culture with Left Field Investors. Our goal is to always prioritize this value above everything else.


[36:48] Tips for Vetting Sponsors as an LP


Clear communication is essential in meeting your investors' needs as a real estate investor. Ideally, you should receive monthly updates that include examples of both positive and negative news and how they were presented. It's important to stay informed at all times. With insider knowledge of the industry, you may also want to know if the company is vertically integrated, handling everything from property sourcing to capital raising in-house. This information can help you make more informed investment decisions.


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.


Resources Mentioned:

Email Clint: clint@nomadcapital.us

Website: Nomad Capital

Podcast Recommendation:

BiggerPockets Podcast

AJ Osborne's Self Storage Income Podcast

]]> 3018 no The LFI Spotlight https://share.transistor.fm/s/f320a511 This trailer is for The LFI Spotlight - a podcast dedicated to empowering a vibrant community of investors who are passionate about acquiring real assets that generate reliable cash flow through passive investing. Our host, Chad Ackerman, brings his extensive banking background and expertise in data analytics to the world of real estate investing. The LFI Spotlight has moved to it's own podcast feed!  Please be sure to Subscribe to the podcast so you don't miss an episode! This link will take you to the email we sent out which has the links to the different podcast players. Podcast reviews in Apple (or any other player) are extremely helpful, so please give The LFI Spotlight a 5 star review - and while you are there, if you haven't reviewed Passive Investing from Left Field please review that as well! Thu, 27 Jul 2023 17:43:01 -0000 The LFI Spotlight trailer PassivePockets, Jim Pfeifer, and Left Field Investors <p>This trailer is for <strong>The LFI Spotlight</strong> - a podcast dedicated to empowering a vibrant community of investors who are passionate about acquiring real assets that generate reliable cash flow through passive investing. Our host, Chad Ackerman, brings his extensive banking background and expertise in data analytics to the world of real estate investing.</p><p><strong>The LFI Spotlight</strong> has moved to it's own podcast feed!  Please be sure to <strong>Subscribe to the podcast</strong> so you don't miss an episode! <a href="https://preview.mailerlite.com/e2r7w5l2p6">This link</a> will take you to the email we sent out which has the links to the different podcast players.</p><p>Podcast<strong> reviews</strong> in Apple (or any other player) are extremely helpful, so please give <strong>The LFI Spotlight</strong> a 5 star review - and while you are there, if you haven't reviewed Passive Investing from Left Field please review that as well!</p> This trailer is for The LFI Spotlight - a podcast dedicated to empowering a vibrant community of investors who are passionate about acquiring real assets that generate reliable cash flow through passive investing. Our host, Chad Ackerman, brings his extensive banking background and expertise in data analytics to the world of real estate investing. The LFI Spotlight has moved to it's own podcast feed!  Please be sure to Subscribe to the podcast so you don't miss an episode! This link will take you to the email we sent out which has the links to the different podcast players. Podcast reviews in Apple (or any other player) are extremely helpful, so please give The LFI Spotlight a 5 star review - and while you are there, if you haven't reviewed Passive Investing from Left Field please review that as well! This trailer is for The LFI Spotlight - a podcast dedicated to empowering a vibrant community of investors who are passionate about acquiring real assets that generate reliable cash flow through passive investing. Our host, Chad Ackerman, brings his extensive banking background and expertise in data analytics to the world of real estate investing.

The LFI Spotlight has moved to it's own podcast feed!  Please be sure to Subscribe to the podcast so you don't miss an episode! This link will take you to the email we sent out which has the links to the different podcast players.

Podcast reviews in Apple (or any other player) are extremely helpful, so please give The LFI Spotlight a 5 star review - and while you are there, if you haven't reviewed Passive Investing from Left Field please review that as well!

]]> 244 no 126. Money Ripples: A Conversation with Cash Flow Expert Chris Miles https://share.transistor.fm/s/9732e505 Adopt a cashflow passive income mentality and invest in assets that generate regular, predictable cash flow. In this episode, we sit down with cash flow expert Chris Miles as he discusses the value of asset-backed investments and the importance of holding cash for strategic investment decisions. After transitioning from financial advising to real estate investing, Chris got to retire at 28.  About Chris Miles Chris Miles is a cash flow expert and the “anti-financial” advisor. Through his company Money Ripples, he works with clients to become financially independent and significantly increase their cash flow. Chris is also the host of the Money Ripples podcast. Here are some power takeaways from today’s conversation: [01:50] Growing with a scarcity mindset [04:16] How he got into financial advising [06:59] How Chris retired at 28 because of real estate investing [10:16] The accumulation theory and financial institutions [12:30] The FIRE Movement vs. the cashflow passive income mentality [15:42] The value in asset-backed investment [18:47] Why you shouldn’t bank on values going up [21:12] What you need to know when investing in oil [24:25] The value of holding cash today [31:35] When investing in insurance makes sense [35:33] Tips for finding quality operators Episode Highlights: [12:30] The FIRE Movement vs. The Cashflow Passive Income Mentality The FIRE (Financial Independence, Retire Early) movement has gained significant popularity in recent years, focusing on accumulating a certain amount of wealth and living off a small percentage of it each year. However, this model has been debunked by various simulations that suggest a withdrawal rate of 3% or less, rather than the commonly suggested 4%. Living on 3% of a million-dollar portfolio amounts to a lifestyle below the poverty line, which is not what individuals envision when they think about financial independence. On the other hand, a cashflow passive income mentality focuses on investing in assets that generate regular, stable, and predictable cash flow. By investing in turnkey rentals, apartment syndications, and oil and gas royalties, for example, individuals can create a steady stream of passive income that can significantly improve their quality of life.  [15:42] The Value in Asset-Backed Investment Asset-backed investments like real estate classes are less volatile than stocks. The S&P 500's yield average over the last 30 years is lower than expected at around 7.7%. Diversification in the stock market can be illusory due to a few dominant players causing fluctuations. Real estate investments offer lower risks and higher returns, making them a promising alternative investment with long-term growth potential. [20:25] The Value of Holding Cash Today In 2022, there was a prevalent belief that holding cash was a poor financial decision due to the risk of inflation. However, when the masses say one thing, it is often wise to do the opposite. While real estate and stock markets may be subject to fluctuations, cash can provide stability in uncertain times. If banks tighten their lending practices and quantitative tightening occurs, those who have cash on hand may have an advantage. While other investors may have their capital locked up in assets, cash holders have more flexibility and freedom to invest in opportunities as they arise. Thus, holding cash can be a strategic decision, particularly when other forms of investment are perceived to be high-risk or overpriced. In short, cash is still king or queen in uncertain times. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Money Ripples Money Ripples podcast Learn more about Rise48 Equity's multifamily investments and schedule a call with their CEO Zach Haptonstall at rise48equity.com/invest.  Podcast Recommendation: https://www.edmylett.com/podcast  Sun, 23 Jul 2023 08:00:00 -0000 126. Money Ripples: A Conversation with Cash Flow Expert Chris Miles full 126 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Adopt a cashflow passive income mentality and invest in assets that generate regular, predictable cash flow. In this episode, we sit down with cash flow expert Chris Miles as he discusses the value of asset-backed investments and the importance of holding cash for strategic investment decisions. After transitioning from financial advising to real estate investing, Chris got to retire at 28. </p><p>About Chris Miles</p><p>Chris Miles is a cash flow expert and the “anti-financial” advisor. Through his company Money Ripples, he works with clients to become financially independent and significantly increase their cash flow. Chris is also the host of the Money Ripples podcast.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[01:50] Growing with a scarcity mindset</p><p>[04:16] How he got into financial advising</p><p>[06:59] How Chris retired at 28 because of real estate investing</p><p>[10:16] The accumulation theory and financial institutions</p><p>[12:30] The FIRE Movement vs. the cashflow passive income mentality</p><p>[15:42] The value in asset-backed investment</p><p>[18:47] Why you shouldn’t bank on values going up</p><p>[21:12] What you need to know when investing in oil</p><p>[24:25] The value of holding cash today</p><p>[31:35] When investing in insurance makes sense</p><p>[35:33] Tips for finding quality operators</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[12:30] The FIRE Movement vs. The Cashflow Passive Income Mentality</strong></p><p>The FIRE (Financial Independence, Retire Early) movement has gained significant popularity in recent years, focusing on accumulating a certain amount of wealth and living off a small percentage of it each year. However, this model has been debunked by various simulations that suggest a withdrawal rate of 3% or less, rather than the commonly suggested 4%. Living on 3% of a million-dollar portfolio amounts to a lifestyle below the poverty line, which is not what individuals envision when they think about financial independence. On the other hand, a cashflow passive income mentality focuses on investing in assets that generate regular, stable, and predictable cash flow. By investing in turnkey rentals, apartment syndications, and oil and gas royalties, for example, individuals can create a steady stream of passive income that can significantly improve their quality of life. </p><p><strong>[15:42] The Value in Asset-Backed Investment</strong></p><p>Asset-backed investments like real estate classes are less volatile than stocks. The S&amp;P 500's yield average over the last 30 years is lower than expected at around 7.7%. Diversification in the stock market can be illusory due to a few dominant players causing fluctuations. Real estate investments offer lower risks and higher returns, making them a promising alternative investment with long-term growth potential.</p><p><strong>[20:25] The Value of Holding Cash Today<br></strong><br></p><p>In 2022, there was a prevalent belief that holding cash was a poor financial decision due to the risk of inflation. However, when the masses say one thing, it is often wise to do the opposite. While real estate and stock markets may be subject to fluctuations, cash can provide stability in uncertain times. If banks tighten their lending practices and quantitative tightening occurs, those who have cash on hand may have an advantage. While other investors may have their capital locked up in assets, cash holders have more flexibility and freedom to invest in opportunities as they arise. Thus, holding cash can be a strategic decision, particularly when other forms of investment are perceived to be high-risk or overpriced. In short, cash is still king or queen in uncertain times.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://moneyripples.com/">Money Ripples<br></a><br></p><p><a href="https://moneyripples.com/blog/">Money Ripples podcast<br></a><br></p><p>Learn more about Rise48 Equity's multifamily investments and schedule a call with their CEO Zach Haptonstall at <a href="http://www.rise48equity.com/invest">rise48equity.com/invest</a>. </p><p><strong>Podcast Recommendation:<br></strong><br></p><ul><li><a href="https://www.edmylett.com/podcast">https://www.edmylett.com/podcast</a> </li></ul> Adopt a cashflow passive income mentality and invest in assets that generate regular, predictable cash flow. In this episode, we sit down with cash flow expert Chris Miles as he discusses the value of asset-backed investments and the importance of holding cash for strategic investment decisions. After transitioning from financial advising to real estate investing, Chris got to retire at 28.  About Chris Miles Chris Miles is a cash flow expert and the “anti-financial” advisor. Through his company Money Ripples, he works with clients to become financially independent and significantly increase their cash flow. Chris is also the host of the Money Ripples podcast. Here are some power takeaways from today’s conversation: [01:50] Growing with a scarcity mindset [04:16] How he got into financial advising [06:59] How Chris retired at 28 because of real estate investing [10:16] The accumulation theory and financial institutions [12:30] The FIRE Movement vs. the cashflow passive income mentality [15:42] The value in asset-backed investment [18:47] Why you shouldn’t bank on values going up [21:12] What you need to know when investing in oil [24:25] The value of holding cash today [31:35] When investing in insurance makes sense [35:33] Tips for finding quality operators Episode Highlights: [12:30] The FIRE Movement vs. The Cashflow Passive Income Mentality The FIRE (Financial Independence, Retire Early) movement has gained significant popularity in recent years, focusing on accumulating a certain amount of wealth and living off a small percentage of it each year. However, this model has been debunked by various simulations that suggest a withdrawal rate of 3% or less, rather than the commonly suggested 4%. Living on 3% of a million-dollar portfolio amounts to a lifestyle below the poverty line, which is not what individuals envision when they think about financial independence. On the other hand, a cashflow passive income mentality focuses on investing in assets that generate regular, stable, and predictable cash flow. By investing in turnkey rentals, apartment syndications, and oil and gas royalties, for example, individuals can create a steady stream of passive income that can significantly improve their quality of life.  [15:42] The Value in Asset-Backed Investment Asset-backed investments like real estate classes are less volatile than stocks. The S&P 500's yield average over the last 30 years is lower than expected at around 7.7%. Diversification in the stock market can be illusory due to a few dominant players causing fluctuations. Real estate investments offer lower risks and higher returns, making them a promising alternative investment with long-term growth potential. [20:25] The Value of Holding Cash Today In 2022, there was a prevalent belief that holding cash was a poor financial decision due to the risk of inflation. However, when the masses say one thing, it is often wise to do the opposite. While real estate and stock markets may be subject to fluctuations, cash can provide stability in uncertain times. If banks tighten their lending practices and quantitative tightening occurs, those who have cash on hand may have an advantage. While other investors may have their capital locked up in assets, cash holders have more flexibility and freedom to invest in opportunities as they arise. Thus, holding cash can be a strategic decision, particularly when other forms of investment are perceived to be high-risk or overpriced. In short, cash is still king or queen in uncertain times. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Money Ripples Money Ripples podcast Learn more about Rise48 Equity's multifamily investments and schedule a call with their CEO Zach Haptonstall at rise48equity.com/invest.  Podcast Recommendation: https://www.edmylett.com/podcast  Adopt a cashflow passive income mentality and invest in assets that generate regular, predictable cash flow. In this episode, we sit down with cash flow expert Chris Miles as he discusses the value of asset-backed investments and the importance of holding cash for strategic investment decisions. After transitioning from financial advising to real estate investing, Chris got to retire at 28. 

About Chris Miles

Chris Miles is a cash flow expert and the “anti-financial” advisor. Through his company Money Ripples, he works with clients to become financially independent and significantly increase their cash flow. Chris is also the host of the Money Ripples podcast.

Here are some power takeaways from today’s conversation:

[01:50] Growing with a scarcity mindset

[04:16] How he got into financial advising

[06:59] How Chris retired at 28 because of real estate investing

[10:16] The accumulation theory and financial institutions

[12:30] The FIRE Movement vs. the cashflow passive income mentality

[15:42] The value in asset-backed investment

[18:47] Why you shouldn’t bank on values going up

[21:12] What you need to know when investing in oil

[24:25] The value of holding cash today

[31:35] When investing in insurance makes sense

[35:33] Tips for finding quality operators


Episode Highlights:

[12:30] The FIRE Movement vs. The Cashflow Passive Income Mentality

The FIRE (Financial Independence, Retire Early) movement has gained significant popularity in recent years, focusing on accumulating a certain amount of wealth and living off a small percentage of it each year. However, this model has been debunked by various simulations that suggest a withdrawal rate of 3% or less, rather than the commonly suggested 4%. Living on 3% of a million-dollar portfolio amounts to a lifestyle below the poverty line, which is not what individuals envision when they think about financial independence. On the other hand, a cashflow passive income mentality focuses on investing in assets that generate regular, stable, and predictable cash flow. By investing in turnkey rentals, apartment syndications, and oil and gas royalties, for example, individuals can create a steady stream of passive income that can significantly improve their quality of life. 

[15:42] The Value in Asset-Backed Investment

Asset-backed investments like real estate classes are less volatile than stocks. The S&P 500's yield average over the last 30 years is lower than expected at around 7.7%. Diversification in the stock market can be illusory due to a few dominant players causing fluctuations. Real estate investments offer lower risks and higher returns, making them a promising alternative investment with long-term growth potential.

[20:25] The Value of Holding Cash Today

In 2022, there was a prevalent belief that holding cash was a poor financial decision due to the risk of inflation. However, when the masses say one thing, it is often wise to do the opposite. While real estate and stock markets may be subject to fluctuations, cash can provide stability in uncertain times. If banks tighten their lending practices and quantitative tightening occurs, those who have cash on hand may have an advantage. While other investors may have their capital locked up in assets, cash holders have more flexibility and freedom to invest in opportunities as they arise. Thus, holding cash can be a strategic decision, particularly when other forms of investment are perceived to be high-risk or overpriced. In short, cash is still king or queen in uncertain times.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Money Ripples

Money Ripples podcast

Learn more about Rise48 Equity's multifamily investments and schedule a call with their CEO Zach Haptonstall at rise48equity.com/invest. 

Podcast Recommendation:

]]> 2630 no 125. Real Estate Investment Strategies and LP Advice with Joe Berko https://share.transistor.fm/s/d839e687 Real estate investing can be a profitable and exciting venture, but it can also be complex and daunting for those who are new to the industry. In this episode, Joe Berko, CEO of Astor Realty Capital, shares his journey into the world of finance and commercial real estate. Managing assets like hotels, Joe shares his thoughts on the current state of the real estate market and where he sees it heading in the future. He also delves into how he evaluates potential operating partners and what traits he looks for in them. Find out some investment strategies he is pursuing in the current market. Joe Berko Joe Berko is a nationally recognized, inspirational entrepreneur with over 25 years of success predicated on profitable investments, ethics, and generosity. A great believer in giving back, Joe serves on the board of several non-profit organizations and has been invited to speak at professional conferences. Here are some power takeaways from today’s conversation: [02:57] How Jim got interested in finance and real estate [06:40] Building Berko & Associates [09:08] Your name goes a long way. [12:03] What to look for  in an operator: Looking at the market and asset classes [15:56] Resilient markets: The case of Scottsdale, Arizona [22:28] The triple C’s in finding an operating partner [25:06] How to evaluate an operating partner Episode Highlights: [22:28] The Three Cs of Decision Making: Collateral, Credit, and Character Collateral. This refers to the love and understanding of real estate, including its location and dynamics. Analyze to ensure you’re comfortable with all aspects of the investment. Credit. While you work with many experienced individuals, not all of them have the financial resources to support the investment. Look for partners who have the ability to bring in financing, including the right banks, to ensure that you can move forward with confidence. Prioritize working with partners who are willing to invest their own money in the deal, as this demonstrates a strong commitment to its success. Character. Real estate deals can be derailed by human error. It’s crucial to work with partners who have integrity, honesty, and a strong work ethic. There is no formula or spreadsheet for character, but it is essential for long-term success in any venture. [25:06] How to Evaluate an Operating Partner When it comes to finding the right operating partner, there are some key factors to consider. First and foremost, you need to feel comfortable with your partner. It's not just about their years of experience or the size of their team. You need to look for someone with strong character, who is committed to the success of the venture. One way to evaluate a potential partner is to pay attention to their behavior when things start to go wrong. This is when the true character of a person is revealed. Look for someone who can stay calm under pressure, who is willing to take responsibility for their mistakes, and who is proactive in finding solutions. Intuition is also an important factor to consider. Trust your gut when making decisions about who to work with. Pay close attention to details, listen carefully, and be sensitive to any red flags that may arise. Ultimately, the goal is to find an operating partner who shares your values and is committed to your success. With the right partner by your side, you can achieve great things together. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Astor Realty Capital (Contact their Investor Relations Manager at laura@astorrealtycapital.com) Download Aspen Funds' free economic report at https://aspenfunds.us/lfi  Sun, 16 Jul 2023 08:00:00 -0000 125. Real Estate Investment Strategies and LP Advice with Joe Berko full 125 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Real estate investing can be a profitable and exciting venture, but it can also be complex and daunting for those who are new to the industry. In this episode, Joe Berko, CEO of Astor Realty Capital, shares his journey into the world of finance and commercial real estate. Managing assets like hotels, Joe shares his thoughts on the current state of the real estate market and where he sees it heading in the future. He also delves into how he evaluates potential operating partners and what traits he looks for in them. Find out some investment strategies he is pursuing in the current market. </p><p><strong>Joe Berko<br></strong><br></p><p>Joe Berko is a nationally recognized, inspirational entrepreneur with over 25 years of success predicated on profitable investments, ethics, and generosity. A great believer in giving back, Joe serves on the board of several non-profit organizations and has been invited to speak at professional conferences.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[02:57] How Jim got interested in finance and real estate</p><p>[06:40] Building Berko &amp; Associates</p><p>[09:08] Your name goes a long way.</p><p>[12:03] What to look for  in an operator: Looking at the market and asset classes</p><p>[15:56] Resilient markets: The case of Scottsdale, Arizona</p><p>[22:28] The triple C’s in finding an operating partner</p><p>[25:06] How to evaluate an operating partner</p><p><br></p><p><strong>Episode Highlights:</strong></p><p><br></p><p><strong>[22:28] The Three Cs of Decision Making: Collateral, Credit, and Character<br></strong><br></p><ol><li><strong><br>Collateral. </strong>This refers to the love and understanding of real estate, including its location and dynamics. Analyze to ensure you’re comfortable with all aspects of the investment.<p></p></li><li><strong><br>Credit. </strong>While you work with many experienced individuals, not all of them have the financial resources to support the investment. Look for partners who have the ability to bring in financing, including the right banks, to ensure that you can move forward with confidence. Prioritize working with partners who are willing to invest their own money in the deal, as this demonstrates a strong commitment to its success.<p></p></li><li><strong><br>Character. </strong>Real estate deals can be derailed by human error. It’s crucial to work with partners who have integrity, honesty, and a strong work ethic. There is no formula or spreadsheet for character, but it is essential for long-term success in any venture.<p></p></li></ol><p><strong><br>[25:06] How to Evaluate an Operating Partner<br></strong><br></p><p>When it comes to finding the right operating partner, there are some key factors to consider. First and foremost, you need to feel comfortable with your partner. It's not just about their years of experience or the size of their team. You need to look for someone with strong character, who is committed to the success of the venture.</p><p>One way to evaluate a potential partner is to pay attention to their behavior when things start to go wrong. This is when the true character of a person is revealed. Look for someone who can stay calm under pressure, who is willing to take responsibility for their mistakes, and who is proactive in finding solutions. Intuition is also an important factor to consider. Trust your gut when making decisions about who to work with. Pay close attention to details, listen carefully, and be sensitive to any red flags that may arise. Ultimately, the goal is to find an operating partner who shares your values and is committed to your success. With the right partner by your side, you can achieve great things together.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://astorrealtycapital.com/">Astor Realty Capital</a> (Contact their Investor Relations Manager at <a href="mailto:laura@astorrealtycapital.com">laura@astorrealtycapital.com</a>)</p><p>Download Aspen Funds' free economic report at <a href="https://aspenfunds.us/lfi">https://aspenfunds.us/lfi</a> </p> Real estate investing can be a profitable and exciting venture, but it can also be complex and daunting for those who are new to the industry. In this episode, Joe Berko, CEO of Astor Realty Capital, shares his journey into the world of finance and commercial real estate. Managing assets like hotels, Joe shares his thoughts on the current state of the real estate market and where he sees it heading in the future. He also delves into how he evaluates potential operating partners and what traits he looks for in them. Find out some investment strategies he is pursuing in the current market. Joe Berko Joe Berko is a nationally recognized, inspirational entrepreneur with over 25 years of success predicated on profitable investments, ethics, and generosity. A great believer in giving back, Joe serves on the board of several non-profit organizations and has been invited to speak at professional conferences. Here are some power takeaways from today’s conversation: [02:57] How Jim got interested in finance and real estate [06:40] Building Berko & Associates [09:08] Your name goes a long way. [12:03] What to look for  in an operator: Looking at the market and asset classes [15:56] Resilient markets: The case of Scottsdale, Arizona [22:28] The triple C’s in finding an operating partner [25:06] How to evaluate an operating partner Episode Highlights: [22:28] The Three Cs of Decision Making: Collateral, Credit, and Character Collateral. This refers to the love and understanding of real estate, including its location and dynamics. Analyze to ensure you’re comfortable with all aspects of the investment. Credit. While you work with many experienced individuals, not all of them have the financial resources to support the investment. Look for partners who have the ability to bring in financing, including the right banks, to ensure that you can move forward with confidence. Prioritize working with partners who are willing to invest their own money in the deal, as this demonstrates a strong commitment to its success. Character. Real estate deals can be derailed by human error. It’s crucial to work with partners who have integrity, honesty, and a strong work ethic. There is no formula or spreadsheet for character, but it is essential for long-term success in any venture. [25:06] How to Evaluate an Operating Partner When it comes to finding the right operating partner, there are some key factors to consider. First and foremost, you need to feel comfortable with your partner. It's not just about their years of experience or the size of their team. You need to look for someone with strong character, who is committed to the success of the venture. One way to evaluate a potential partner is to pay attention to their behavior when things start to go wrong. This is when the true character of a person is revealed. Look for someone who can stay calm under pressure, who is willing to take responsibility for their mistakes, and who is proactive in finding solutions. Intuition is also an important factor to consider. Trust your gut when making decisions about who to work with. Pay close attention to details, listen carefully, and be sensitive to any red flags that may arise. Ultimately, the goal is to find an operating partner who shares your values and is committed to your success. With the right partner by your side, you can achieve great things together. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Astor Realty Capital (Contact their Investor Relations Manager at laura@astorrealtycapital.com) Download Aspen Funds' free economic report at https://aspenfunds.us/lfi  Real estate investing can be a profitable and exciting venture, but it can also be complex and daunting for those who are new to the industry. In this episode, Joe Berko, CEO of Astor Realty Capital, shares his journey into the world of finance and commercial real estate. Managing assets like hotels, Joe shares his thoughts on the current state of the real estate market and where he sees it heading in the future. He also delves into how he evaluates potential operating partners and what traits he looks for in them. Find out some investment strategies he is pursuing in the current market.

Joe Berko

Joe Berko is a nationally recognized, inspirational entrepreneur with over 25 years of success predicated on profitable investments, ethics, and generosity. A great believer in giving back, Joe serves on the board of several non-profit organizations and has been invited to speak at professional conferences.

Here are some power takeaways from today’s conversation:

[02:57] How Jim got interested in finance and real estate

[06:40] Building Berko & Associates

[09:08] Your name goes a long way.

[12:03] What to look for  in an operator: Looking at the market and asset classes

[15:56] Resilient markets: The case of Scottsdale, Arizona

[22:28] The triple C’s in finding an operating partner

[25:06] How to evaluate an operating partner


Episode Highlights:


[22:28] The Three Cs of Decision Making: Collateral, Credit, and Character


  1. Collateral.     This refers to the love and understanding of real estate, including its location and dynamics. Analyze to ensure you’re comfortable with all aspects of the investment.



  2. Credit.     While you work with many experienced individuals, not all of them have the financial resources to support the investment. Look for partners who have the ability to bring in financing, including the right banks, to ensure that you can move forward with confidence. Prioritize working with partners who are willing to invest their own money in the deal, as this demonstrates a strong commitment to its success.



  3. Character.     Real estate deals can be derailed by human error. It’s crucial to work with partners who have integrity, honesty, and a strong work ethic. There is no formula or spreadsheet for character, but it is essential for long-term success in any venture.



[25:06] How to Evaluate an Operating Partner

When it comes to finding the right operating partner, there are some key factors to consider. First and foremost, you need to feel comfortable with your partner. It's not just about their years of experience or the size of their team. You need to look for someone with strong character, who is committed to the success of the venture.

One way to evaluate a potential partner is to pay attention to their behavior when things start to go wrong. This is when the true character of a person is revealed. Look for someone who can stay calm under pressure, who is willing to take responsibility for their mistakes, and who is proactive in finding solutions. Intuition is also an important factor to consider. Trust your gut when making decisions about who to work with. Pay close attention to details, listen carefully, and be sensitive to any red flags that may arise. Ultimately, the goal is to find an operating partner who shares your values and is committed to your success. With the right partner by your side, you can achieve great things together.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Astor Realty Capital (Contact their Investor Relations Manager at laura@astorrealtycapital.com)

Download Aspen Funds' free economic report at https://aspenfunds.us/lfi 

]]> 2672 no 124. Why Increasing Supply is Key to a Thriving Economy: Lessons from Dr. Peter Linneman - Part 2 https://share.transistor.fm/s/5abd602e Join us for part two of our podcast interview with renowned economist Dr. Peter Linneman, principal of Linneman Associates. Get ready for more valuable insights on topics like the under-supply of single-family housing and its impact on the market, the relationship between high prices, profits, and supply, and what the Federal Reserve is doing about inflation. If you missed part one, be sure to check it out for even more great insights from Peter. Let's dive in! About Dr. Peter Linneman  Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors. Here are some power takeaways from today’s conversation: [02:52] Why the economy is not overheated [04:07] The relationship between high prices, profits, and supply [05:52] How the pandemic skewered the numbers [10:18] How much are rents going up for apartments? [15:26] What’s the Fed going to do about inflation? [17:05] The importance of gradual interest rate increases [19:44] The Impact of Bank Failures [29:45] Why the market for  [39:55] The importance of asking for help Episode Highlights: [04:07] The Relationship Between High Prices, Profits, and Supply Peter explains that high prices encourage suppliers to increase production, which was demonstrated in 2021-2022 when record profits led to more supply and lower prices. Despite this, the Federal Reserve has chosen to suppress demand even though it is below trend, rather than allowing it to increase and spurring more supply. This decision's long-term implications remain unknown. Instead of reducing demand, the solution to an underperforming economy is to increase supply. [17:05] The Importance of Gradual Interest Rate Increases In December 2020, it was clear that interest rates needed to be raised from zero, according to Peter. However, the key was to do so slowly and without rushing. Unfortunately, it took another year and a quarter for the Federal Reserve to initiate the rate increases. Peter argues that if the Fed had started raising rates gradually earlier, both the markets and the banks could have adjusted accordingly. It is comparable to adjusting to a typhoon versus the same amount of rain spread out over a two-year period. Gradual rate increases would have allowed for a smoother adjustment period instead of sudden shocks to the economic system. [31:14] The Under Supply of Single Family Housing and Its Impact on the Market There's a significant three and a half percent under-supply of single-family housing, which becomes significant when considering the high demand for this type of housing. The shortfall is comparable to a shortage of Toyotas in an economy where only two types of cars exist. This creates an opportunity for multifamily properties to benefit. However, due to NIMBYISM and pent-up demand, this shortfall is unlikely to disappear soon. Therefore, it's important to address the housing under-supply with innovative solutions to meet market demands. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Linneman Associates Sun, 09 Jul 2023 08:00:00 -0000 124. Why Increasing Supply is Key to a Thriving Economy: Lessons from Dr. Peter Linneman - Part 2 full 124 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Join us for part two of our podcast interview with renowned economist Dr. Peter Linneman, principal of Linneman Associates. Get ready for more valuable insights on topics like the under-supply of single-family housing and its impact on the market, the relationship between high prices, profits, and supply, and what the Federal Reserve is doing about inflation. If you missed part one, be sure to check it out for even more great insights from Peter. Let's dive in!</p><p>About Dr. Peter Linneman </p><p>Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&amp;A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[02:52] Why the economy is not overheated</p><p>[04:07] The relationship between high prices, profits, and supply</p><p>[05:52] How the pandemic skewered the numbers</p><p>[10:18] How much are rents going up for apartments?</p><p>[15:26] What’s the Fed going to do about inflation?</p><p>[17:05] The importance of gradual interest rate increases</p><p>[19:44] The Impact of Bank Failures</p><p>[29:45] Why the market for </p><p>[39:55] The importance of asking for help</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[04:07] The Relationship Between High Prices, Profits, and Supply<br></strong><br></p><p>Peter explains that high prices encourage suppliers to increase production, which was demonstrated in 2021-2022 when record profits led to more supply and lower prices. Despite this, the Federal Reserve has chosen to suppress demand even though it is below trend, rather than allowing it to increase and spurring more supply. This decision's long-term implications remain unknown. Instead of reducing demand, the solution to an underperforming economy is to increase supply.</p><p><strong>[17:05] The Importance of Gradual Interest Rate Increases<br></strong><br></p><p>In December 2020, it was clear that interest rates needed to be raised from zero, according to Peter. However, the key was to do so slowly and without rushing. Unfortunately, it took another year and a quarter for the Federal Reserve to initiate the rate increases.</p><p>Peter argues that if the Fed had started raising rates gradually earlier, both the markets and the banks could have adjusted accordingly. It is comparable to adjusting to a typhoon versus the same amount of rain spread out over a two-year period. Gradual rate increases would have allowed for a smoother adjustment period instead of sudden shocks to the economic system.</p><p><strong>[31:14] The Under Supply of Single Family Housing and Its Impact on the Market<br></strong><br></p><p>There's a significant three and a half percent under-supply of single-family housing, which becomes significant when considering the high demand for this type of housing. The shortfall is comparable to a shortage of Toyotas in an economy where only two types of cars exist. This creates an opportunity for multifamily properties to benefit. However, due to NIMBYISM and pent-up demand, this shortfall is unlikely to disappear soon. Therefore, it's important to address the housing under-supply with innovative solutions to meet market demands.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.linnemanassociates.com/">Linneman Associates<br></a><br></p> Join us for part two of our podcast interview with renowned economist Dr. Peter Linneman, principal of Linneman Associates. Get ready for more valuable insights on topics like the under-supply of single-family housing and its impact on the market, the relationship between high prices, profits, and supply, and what the Federal Reserve is doing about inflation. If you missed part one, be sure to check it out for even more great insights from Peter. Let's dive in! About Dr. Peter Linneman  Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors. Here are some power takeaways from today’s conversation: [02:52] Why the economy is not overheated [04:07] The relationship between high prices, profits, and supply [05:52] How the pandemic skewered the numbers [10:18] How much are rents going up for apartments? [15:26] What’s the Fed going to do about inflation? [17:05] The importance of gradual interest rate increases [19:44] The Impact of Bank Failures [29:45] Why the market for  [39:55] The importance of asking for help Episode Highlights: [04:07] The Relationship Between High Prices, Profits, and Supply Peter explains that high prices encourage suppliers to increase production, which was demonstrated in 2021-2022 when record profits led to more supply and lower prices. Despite this, the Federal Reserve has chosen to suppress demand even though it is below trend, rather than allowing it to increase and spurring more supply. This decision's long-term implications remain unknown. Instead of reducing demand, the solution to an underperforming economy is to increase supply. [17:05] The Importance of Gradual Interest Rate Increases In December 2020, it was clear that interest rates needed to be raised from zero, according to Peter. However, the key was to do so slowly and without rushing. Unfortunately, it took another year and a quarter for the Federal Reserve to initiate the rate increases. Peter argues that if the Fed had started raising rates gradually earlier, both the markets and the banks could have adjusted accordingly. It is comparable to adjusting to a typhoon versus the same amount of rain spread out over a two-year period. Gradual rate increases would have allowed for a smoother adjustment period instead of sudden shocks to the economic system. [31:14] The Under Supply of Single Family Housing and Its Impact on the Market There's a significant three and a half percent under-supply of single-family housing, which becomes significant when considering the high demand for this type of housing. The shortfall is comparable to a shortage of Toyotas in an economy where only two types of cars exist. This creates an opportunity for multifamily properties to benefit. However, due to NIMBYISM and pent-up demand, this shortfall is unlikely to disappear soon. Therefore, it's important to address the housing under-supply with innovative solutions to meet market demands. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Linneman Associates Join us for part two of our podcast interview with renowned economist Dr. Peter Linneman, principal of Linneman Associates. Get ready for more valuable insights on topics like the under-supply of single-family housing and its impact on the market, the relationship between high prices, profits, and supply, and what the Federal Reserve is doing about inflation. If you missed part one, be sure to check it out for even more great insights from Peter. Let's dive in!

About Dr. Peter Linneman 

Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.

Here are some power takeaways from today’s conversation:

[02:52] Why the economy is not overheated

[04:07] The relationship between high prices, profits, and supply

[05:52] How the pandemic skewered the numbers

[10:18] How much are rents going up for apartments?

[15:26] What’s the Fed going to do about inflation?

[17:05] The importance of gradual interest rate increases

[19:44] The Impact of Bank Failures

[29:45] Why the market for 

[39:55] The importance of asking for help


Episode Highlights:

[04:07] The Relationship Between High Prices, Profits, and Supply

Peter explains that high prices encourage suppliers to increase production, which was demonstrated in 2021-2022 when record profits led to more supply and lower prices. Despite this, the Federal Reserve has chosen to suppress demand even though it is below trend, rather than allowing it to increase and spurring more supply. This decision's long-term implications remain unknown. Instead of reducing demand, the solution to an underperforming economy is to increase supply.

[17:05] The Importance of Gradual Interest Rate Increases

In December 2020, it was clear that interest rates needed to be raised from zero, according to Peter. However, the key was to do so slowly and without rushing. Unfortunately, it took another year and a quarter for the Federal Reserve to initiate the rate increases.

Peter argues that if the Fed had started raising rates gradually earlier, both the markets and the banks could have adjusted accordingly. It is comparable to adjusting to a typhoon versus the same amount of rain spread out over a two-year period. Gradual rate increases would have allowed for a smoother adjustment period instead of sudden shocks to the economic system.

[31:14] The Under Supply of Single Family Housing and Its Impact on the Market

There's a significant three and a half percent under-supply of single-family housing, which becomes significant when considering the high demand for this type of housing. The shortfall is comparable to a shortage of Toyotas in an economy where only two types of cars exist. This creates an opportunity for multifamily properties to benefit. However, due to NIMBYISM and pent-up demand, this shortfall is unlikely to disappear soon. Therefore, it's important to address the housing under-supply with innovative solutions to meet market demands.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Linneman Associates

]]> 2819 no 123. Insights from Dr. Peter Linneman: Learning as a Skill, Real Estate, and the US Economy - Part 1 https://share.transistor.fm/s/15cf1b71 Let’s dive into the world of economics and real estate with Dr. Peter Linneman, an accomplished economist and advisor to leading corporations. He shares his insights on finding great mentors, learning as a skill, and navigating the current state of the US economy. With years of experience in providing M&A, analysis, market studies, and feasibility analyses to various companies, Dr. Linneman is highly regarded in the industry and has been serving as an adviser and board member of several public and private companies. Get ready to learn from his wealth of knowledge and expertise in this exciting episode. About Dr. Peter Linneman  Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors. Here are some power takeaways from today’s conversation: [02:17] Introduction of Peter Linneman [04:07] Early beginnings from a blue-collar background to the real estate industry [05:31] Opportunities that arose from networking and doing good work [12:13] Importance of being a good student and knowing how to learn  [16:58] The current state of the economy [21:44] The worst thing facing the economy [23:50] The Fed’s crazy approach to the economy Episode Highlights: [10:07] How to Find Great Mentors Start by identifying people who have skills and experience that you can learn from. Look for individuals who are willing to share their knowledge and expertise with you. Once you've identified potential mentors, show them that you are serious and committed to learning by demonstrating your work ethic and willingness to put in the effort. Don't be afraid to ask for their guidance and advice. Remember, learning is a skill that requires curiosity and a willingness to seek out new information. Build a relationship with your mentor by communicating regularly and showing appreciation for their time and expertise.  [17:48] The Current State of the Economy Currently, the US economy is in a state of recovery from the pandemic. Real GDP is at about 2.5% of pre-pandemic levels, indicating that we have grown over the last three years, which is a positive sign. However, employment is still below pre-pandemic levels, and the Fed's attempt to get rid of employment is misguided.  On the bright side, around two-thirds of homeowners have mortgages with an interest rate that is two to three percentage points lower than the historic norm, giving them more financial freedom. The travel and tourism industry is almost back to pre-pandemic levels, but there is still room for growth in areas such as automobile consumption.  Despite concerns about the amount of debt rolling over, only 25% of corporate and real estate debt rolls over in the next three years, giving businesses some cushion and margin. Overall, there are good things happening in the economy, such as the normalization of supply chains.  [21:44] The Worst Thing Facing the Economy The biggest challenge facing the economy is the Fed's belief that their job is to create a recession. This approach is dangerous, and they tend to overreact and be late in their responses. While we have weathered the shutdown of the economy for a year and a half, the current challenge posed by the Fed is something we can overcome. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Linneman Associates Sun, 02 Jul 2023 08:00:00 -0000 123. Insights from Dr. Peter Linneman: Learning as a Skill, Real Estate, and the US Economy - Part 1 full 123 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Let’s dive into the world of economics and real estate with Dr. Peter Linneman, an accomplished economist and advisor to leading corporations. He shares his insights on finding great mentors, learning as a skill, and navigating the current state of the US economy. With years of experience in providing M&amp;A, analysis, market studies, and feasibility analyses to various companies, Dr. Linneman is highly regarded in the industry and has been serving as an adviser and board member of several public and private companies. Get ready to learn from his wealth of knowledge and expertise in this exciting episode.</p><p>About Dr. Peter Linneman </p><p>Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&amp;A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[02:17] Introduction of Peter Linneman</p><p>[04:07] Early beginnings from a blue-collar background to the real estate industry</p><p>[05:31] Opportunities that arose from networking and doing good work</p><p>[12:13] Importance of being a good student and knowing how to learn </p><p>[16:58] The current state of the economy</p><p>[21:44] The worst thing facing the economy</p><p>[23:50] The Fed’s crazy approach to the economy</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[10:07] How to Find Great Mentors<br></strong><br></p><p>Start by identifying people who have skills and experience that you can learn from. Look for individuals who are willing to share their knowledge and expertise with you. Once you've identified potential mentors, show them that you are serious and committed to learning by demonstrating your work ethic and willingness to put in the effort. Don't be afraid to ask for their guidance and advice. Remember, learning is a skill that requires curiosity and a willingness to seek out new information. Build a relationship with your mentor by communicating regularly and showing appreciation for their time and expertise. </p><p><strong>[17:48] The Current State of the Economy<br></strong><br></p><p>Currently, the US economy is in a state of recovery from the pandemic. Real GDP is at about 2.5% of pre-pandemic levels, indicating that we have grown over the last three years, which is a positive sign. However, employment is still below pre-pandemic levels, and the Fed's attempt to get rid of employment is misguided. </p><p>On the bright side, around two-thirds of homeowners have mortgages with an interest rate that is two to three percentage points lower than the historic norm, giving them more financial freedom. The travel and tourism industry is almost back to pre-pandemic levels, but there is still room for growth in areas such as automobile consumption. </p><p>Despite concerns about the amount of debt rolling over, only 25% of corporate and real estate debt rolls over in the next three years, giving businesses some cushion and margin. Overall, there are good things happening in the economy, such as the normalization of supply chains. </p><p><strong>[21:44] The Worst Thing Facing the Economy<br></strong><br></p><p>The biggest challenge facing the economy is the Fed's belief that their job is to create a recession. This approach is dangerous, and they tend to overreact and be late in their responses. While we have weathered the shutdown of the economy for a year and a half, the current challenge posed by the Fed is something we can overcome.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.linnemanassociates.com/">Linneman Associates</a></p><p><br></p> Let’s dive into the world of economics and real estate with Dr. Peter Linneman, an accomplished economist and advisor to leading corporations. He shares his insights on finding great mentors, learning as a skill, and navigating the current state of the US economy. With years of experience in providing M&A, analysis, market studies, and feasibility analyses to various companies, Dr. Linneman is highly regarded in the industry and has been serving as an adviser and board member of several public and private companies. Get ready to learn from his wealth of knowledge and expertise in this exciting episode. About Dr. Peter Linneman  Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors. Here are some power takeaways from today’s conversation: [02:17] Introduction of Peter Linneman [04:07] Early beginnings from a blue-collar background to the real estate industry [05:31] Opportunities that arose from networking and doing good work [12:13] Importance of being a good student and knowing how to learn  [16:58] The current state of the economy [21:44] The worst thing facing the economy [23:50] The Fed’s crazy approach to the economy Episode Highlights: [10:07] How to Find Great Mentors Start by identifying people who have skills and experience that you can learn from. Look for individuals who are willing to share their knowledge and expertise with you. Once you've identified potential mentors, show them that you are serious and committed to learning by demonstrating your work ethic and willingness to put in the effort. Don't be afraid to ask for their guidance and advice. Remember, learning is a skill that requires curiosity and a willingness to seek out new information. Build a relationship with your mentor by communicating regularly and showing appreciation for their time and expertise.  [17:48] The Current State of the Economy Currently, the US economy is in a state of recovery from the pandemic. Real GDP is at about 2.5% of pre-pandemic levels, indicating that we have grown over the last three years, which is a positive sign. However, employment is still below pre-pandemic levels, and the Fed's attempt to get rid of employment is misguided.  On the bright side, around two-thirds of homeowners have mortgages with an interest rate that is two to three percentage points lower than the historic norm, giving them more financial freedom. The travel and tourism industry is almost back to pre-pandemic levels, but there is still room for growth in areas such as automobile consumption.  Despite concerns about the amount of debt rolling over, only 25% of corporate and real estate debt rolls over in the next three years, giving businesses some cushion and margin. Overall, there are good things happening in the economy, such as the normalization of supply chains.  [21:44] The Worst Thing Facing the Economy The biggest challenge facing the economy is the Fed's belief that their job is to create a recession. This approach is dangerous, and they tend to overreact and be late in their responses. While we have weathered the shutdown of the economy for a year and a half, the current challenge posed by the Fed is something we can overcome. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Linneman Associates Let’s dive into the world of economics and real estate with Dr. Peter Linneman, an accomplished economist and advisor to leading corporations. He shares his insights on finding great mentors, learning as a skill, and navigating the current state of the US economy. With years of experience in providing M&A, analysis, market studies, and feasibility analyses to various companies, Dr. Linneman is highly regarded in the industry and has been serving as an adviser and board member of several public and private companies. Get ready to learn from his wealth of knowledge and expertise in this exciting episode.

About Dr. Peter Linneman 

Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.

Here are some power takeaways from today’s conversation:

[02:17] Introduction of Peter Linneman

[04:07] Early beginnings from a blue-collar background to the real estate industry

[05:31] Opportunities that arose from networking and doing good work

[12:13] Importance of being a good student and knowing how to learn 

[16:58] The current state of the economy

[21:44] The worst thing facing the economy

[23:50] The Fed’s crazy approach to the economy


Episode Highlights:

[10:07] How to Find Great Mentors

Start by identifying people who have skills and experience that you can learn from. Look for individuals who are willing to share their knowledge and expertise with you. Once you've identified potential mentors, show them that you are serious and committed to learning by demonstrating your work ethic and willingness to put in the effort. Don't be afraid to ask for their guidance and advice. Remember, learning is a skill that requires curiosity and a willingness to seek out new information. Build a relationship with your mentor by communicating regularly and showing appreciation for their time and expertise. 

[17:48] The Current State of the Economy

Currently, the US economy is in a state of recovery from the pandemic. Real GDP is at about 2.5% of pre-pandemic levels, indicating that we have grown over the last three years, which is a positive sign. However, employment is still below pre-pandemic levels, and the Fed's attempt to get rid of employment is misguided. 

On the bright side, around two-thirds of homeowners have mortgages with an interest rate that is two to three percentage points lower than the historic norm, giving them more financial freedom. The travel and tourism industry is almost back to pre-pandemic levels, but there is still room for growth in areas such as automobile consumption. 

Despite concerns about the amount of debt rolling over, only 25% of corporate and real estate debt rolls over in the next three years, giving businesses some cushion and margin. Overall, there are good things happening in the economy, such as the normalization of supply chains. 

[21:44] The Worst Thing Facing the Economy

The biggest challenge facing the economy is the Fed's belief that their job is to create a recession. This approach is dangerous, and they tend to overreact and be late in their responses. While we have weathered the shutdown of the economy for a year and a half, the current challenge posed by the Fed is something we can overcome.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Linneman Associates


]]> 1706 no 122. Invest Like a Billionaire: Bob Fraser Discusses Megatrends: Demographics, Oil & Gas, Inflation, and Interest Rates, Part 2 https://share.transistor.fm/s/42296170 This is the second part of the two-part podcast interview with Bob Fraser. And we pivot today's discussion into the megatrends: demographics, oil & gas, inflation, and interest rates. He discusses the trends he’s seeing and specifically identifies what asset classes will help us capitalize on that trend. About Bob Fraser Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Here are some power takeaways from today’s conversation: [00:00] Introduction [02:58] The megatrends in demographics [07:16] The industrial boom in the United States [15:14] How investors can capitalize on the energy issue [18:52] How LPs get comfortable with oil and gas [24:15] Inflation is coming due to demographics [27:21] Opportunities in the distressed debt space [32:56] Economic forecasts for the second half of 2023 Episode Highlights: [04:08] The Megatrends in Demographics China's population is set to decline drastically in the next 75 years, leading to significant changes in its economy and workforce. This will result in a surplus of infrastructure that may no longer be necessary, and a severe impact on the country's manufacturing power due to the loss of two-thirds of its workforce. The demographic shift will have implications for other countries in Asia, Russia, and Italy, and will significantly alter the world's economic landscape, making it challenging for China to remain an industrial power in the future. [15:14] Non-operated Working Interests: How Investors Can Capitalize on the Energy Issue One way to make money is through property rights and royalty interests. However, many people park their money in this way, which can result in low returns. To generate substantial profits, it's essential to have a deep understanding of where the development is going and make smart investments. Non-operated working interests entail owning leases, paying royalties to landowners, and giving them to other operators such as large oil companies who bring resources and expertise to the table. Revenues are shared between parties, leading to high returns on investment without direct management of operations. Despite the minimal risks associated with drilling due to advanced technology and well-understood geology, many investors are hesitant to take advantage of this opportunity, making it a cost-effective option for those willing to take the risk. [27:21] Opportunities in the Distressed Debt Space If you’re looking for investment opportunities, consider distressed debt as a potential option. Despite the risks involved, this type of investment can bring high returns for those willing to take calculated risks. The current market conditions may present opportunities to purchase debt at a discounted rate, with the hope of selling it back at a profit when the company recovers. It's time to overcome your fears and dip your toe into this potentially lucrative area. Keep an eye out for upcoming opportunities that may arise as the market changes. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Invest Like a Billionaire podcast  Aspen Funds Sun, 25 Jun 2023 08:00:00 -0000 122. Invest Like a Billionaire: Bob Fraser Discusses Megatrends: Demographics, Oil & Gas, Inflation, and Interest Rates, Part 2 full 122 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This is the second part of the two-part podcast interview with Bob Fraser. And we pivot today's discussion into the megatrends: demographics, oil &amp; gas, inflation, and interest rates. He discusses the trends he’s seeing and specifically identifies what asset classes will help us capitalize on that trend.</p><p>About Bob Fraser</p><p>Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[00:00] Introduction</p><p>[02:58] The megatrends in demographics</p><p>[07:16] The industrial boom in the United States</p><p>[15:14] How investors can capitalize on the energy issue</p><p>[18:52] How LPs get comfortable with oil and gas</p><p>[24:15] Inflation is coming due to demographics</p><p>[27:21] Opportunities in the distressed debt space</p><p>[32:56] Economic forecasts for the second half of 2023</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong><br>[04:08] The Megatrends in Demographics<br></strong><br></p><p>China's population is set to decline drastically in the next 75 years, leading to significant changes in its economy and workforce. This will result in a surplus of infrastructure that may no longer be necessary, and a severe impact on the country's manufacturing power due to the loss of two-thirds of its workforce. The demographic shift will have implications for other countries in Asia, Russia, and Italy, and will significantly alter the world's economic landscape, making it challenging for China to remain an industrial power in the future.</p><p><strong><br>[15:14] Non-operated Working Interests: How Investors Can Capitalize on the Energy Issue</strong></p><p><br>One way to make money is through property rights and royalty interests. However, many people park their money in this way, which can result in low returns. To generate substantial profits, it's essential to have a deep understanding of where the development is going and make smart investments.</p><p>Non-operated working interests entail owning leases, paying royalties to landowners, and giving them to other operators such as large oil companies who bring resources and expertise to the table. Revenues are shared between parties, leading to high returns on investment without direct management of operations. Despite the minimal risks associated with drilling due to advanced technology and well-understood geology, many investors are hesitant to take advantage of this opportunity, making it a cost-effective option for those willing to take the risk.</p><p><strong>[27:21] Opportunities in the Distressed Debt Space</strong></p><p>If you’re looking for investment opportunities, consider distressed debt as a potential option. Despite the risks involved, this type of investment can bring high returns for those willing to take calculated risks. The current market conditions may present opportunities to purchase debt at a discounted rate, with the hope of selling it back at a profit when the company recovers. It's time to overcome your fears and dip your toe into this potentially lucrative area. Keep an eye out for upcoming opportunities that may arise as the market changes.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.thebillionairepodcast.com/">Invest Like a Billionaire podcast</a> </p><p><a href="https://aspenfunds.us/">Aspen Funds<br></a><br></p> This is the second part of the two-part podcast interview with Bob Fraser. And we pivot today's discussion into the megatrends: demographics, oil & gas, inflation, and interest rates. He discusses the trends he’s seeing and specifically identifies what asset classes will help us capitalize on that trend. About Bob Fraser Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Here are some power takeaways from today’s conversation: [00:00] Introduction [02:58] The megatrends in demographics [07:16] The industrial boom in the United States [15:14] How investors can capitalize on the energy issue [18:52] How LPs get comfortable with oil and gas [24:15] Inflation is coming due to demographics [27:21] Opportunities in the distressed debt space [32:56] Economic forecasts for the second half of 2023 Episode Highlights: [04:08] The Megatrends in Demographics China's population is set to decline drastically in the next 75 years, leading to significant changes in its economy and workforce. This will result in a surplus of infrastructure that may no longer be necessary, and a severe impact on the country's manufacturing power due to the loss of two-thirds of its workforce. The demographic shift will have implications for other countries in Asia, Russia, and Italy, and will significantly alter the world's economic landscape, making it challenging for China to remain an industrial power in the future. [15:14] Non-operated Working Interests: How Investors Can Capitalize on the Energy Issue One way to make money is through property rights and royalty interests. However, many people park their money in this way, which can result in low returns. To generate substantial profits, it's essential to have a deep understanding of where the development is going and make smart investments. Non-operated working interests entail owning leases, paying royalties to landowners, and giving them to other operators such as large oil companies who bring resources and expertise to the table. Revenues are shared between parties, leading to high returns on investment without direct management of operations. Despite the minimal risks associated with drilling due to advanced technology and well-understood geology, many investors are hesitant to take advantage of this opportunity, making it a cost-effective option for those willing to take the risk. [27:21] Opportunities in the Distressed Debt Space If you’re looking for investment opportunities, consider distressed debt as a potential option. Despite the risks involved, this type of investment can bring high returns for those willing to take calculated risks. The current market conditions may present opportunities to purchase debt at a discounted rate, with the hope of selling it back at a profit when the company recovers. It's time to overcome your fears and dip your toe into this potentially lucrative area. Keep an eye out for upcoming opportunities that may arise as the market changes. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Invest Like a Billionaire podcast  Aspen Funds This is the second part of the two-part podcast interview with Bob Fraser. And we pivot today's discussion into the megatrends: demographics, oil & gas, inflation, and interest rates. He discusses the trends he’s seeing and specifically identifies what asset classes will help us capitalize on that trend.

About Bob Fraser

Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes.

Here are some power takeaways from today’s conversation:

[00:00] Introduction

[02:58] The megatrends in demographics

[07:16] The industrial boom in the United States

[15:14] How investors can capitalize on the energy issue

[18:52] How LPs get comfortable with oil and gas

[24:15] Inflation is coming due to demographics

[27:21] Opportunities in the distressed debt space

[32:56] Economic forecasts for the second half of 2023


Episode Highlights:


[04:08] The Megatrends in Demographics

China's population is set to decline drastically in the next 75 years, leading to significant changes in its economy and workforce. This will result in a surplus of infrastructure that may no longer be necessary, and a severe impact on the country's manufacturing power due to the loss of two-thirds of its workforce. The demographic shift will have implications for other countries in Asia, Russia, and Italy, and will significantly alter the world's economic landscape, making it challenging for China to remain an industrial power in the future.


[15:14] Non-operated Working Interests: How Investors Can Capitalize on the Energy Issue


One way to make money is through property rights and royalty interests. However, many people park their money in this way, which can result in low returns. To generate substantial profits, it's essential to have a deep understanding of where the development is going and make smart investments.

Non-operated working interests entail owning leases, paying royalties to landowners, and giving them to other operators such as large oil companies who bring resources and expertise to the table. Revenues are shared between parties, leading to high returns on investment without direct management of operations. Despite the minimal risks associated with drilling due to advanced technology and well-understood geology, many investors are hesitant to take advantage of this opportunity, making it a cost-effective option for those willing to take the risk.

[27:21] Opportunities in the Distressed Debt Space

If you’re looking for investment opportunities, consider distressed debt as a potential option. Despite the risks involved, this type of investment can bring high returns for those willing to take calculated risks. The current market conditions may present opportunities to purchase debt at a discounted rate, with the hope of selling it back at a profit when the company recovers. It's time to overcome your fears and dip your toe into this potentially lucrative area. Keep an eye out for upcoming opportunities that may arise as the market changes.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Invest Like a Billionaire podcast 

Aspen Funds

]]> 2521 no 121. Invest Like a Billionaire: Bob Fraser Discusses Timing, Development, and Due Diligence in Investing, Part 1 https://share.transistor.fm/s/350c2d93 When it comes to investing, timing can make or break your portfolio's success. While efficiency and maximizing returns are essential goals, aligning your investments with the market's ebbs and flows is crucial. In this episode, Bob Fraser discusses the importance of timing your investments and why development can be a lower-risk strategy. He also shares insights on navigating the multifamily market and emphasizes the need for due diligence and trust in the investment business. About Bob Fraser Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. The trio also discusses economic trends, including megatrends such as inflation, energy prices and deglobalization. The goal is to empower others looking to explore less volatile investment opportunities improving their portfolio’s performance and enabling them to become more financially secure. Here are some power takeaways from today’s conversation: [06:08] The shift from notes to other asset classes [08:22] The importance of timing your investments [14:14] What happens when interest rates go up [16:13] Why invest in multifamily [21:15] Why development is lower risk [29:36] How an LP does due diligence  [32:47] Trust is everything in this business. Episode Highlights: [08:34] Navigating the Multifamily Market The multifamily sector may experience some challenging years ahead. However, this doesn't signify the end of multifamily investments. Instead, it can be an excellent opportunity for buying. This serves as a reminder that as investors, we need to be prudent and thoughtful in our decision-making. [10:49] The Importance of Timing Your Investments Success is not only about gaining efficiency and maximizing returns but also aligning your investment timing correctly. Pursuing vertical integration to achieve a 10% efficiency might appear promising, but it won't yield results if you're losing 90% of your investment. Market fluctuations and economic changes necessitate keeping a close eye on market trends and making informed decisions based on prevailing circumstances. Timing is vital in investing, and getting it right can minimize risks, maximize returns, and identify opportunities for growth, expansion while avoiding costly mistakes. [22:16] Why Development is a Lower Risk Developing properties can be a lower-risk investment strategy as it allows for more control over the costs. Investing in a value-add property may seem like a good idea, but building new units can be more cost-effective and less risky. For example, in Northwest Arkansas, there are properties for sale at $195,000 per unit, but new units can be built for $130,000. Similarly, building industrial properties can be a smart investment, especially since it's currently difficult to buy industrial properties. Building cheaply, like an industrial warehouse, can yield high returns, especially if leased out. Even if it's not leased immediately, having a long runway for the property can help mitigate risks. Overall, development provides more control over costs and can be a safer investment strategy. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Invest Like a Billionaire podcast  Aspen Funds Sun, 18 Jun 2023 08:00:00 -0000 121. Invest Like a Billionaire: Bob Fraser Discusses Timing, Development, and Due Diligence in Investing, Part 1 full 121 PassivePockets, Jim Pfeifer, and Left Field Investors <p>When it comes to investing, timing can make or break your portfolio's success. While efficiency and maximizing returns are essential goals, aligning your investments with the market's ebbs and flows is crucial. In this episode, Bob Fraser discusses the importance of timing your investments and why development can be a lower-risk strategy. He also shares insights on navigating the multifamily market and emphasizes the need for due diligence and trust in the investment business.</p><p>About Bob Fraser</p><p>Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes.</p><p>Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. The trio also discusses economic trends, including megatrends such as inflation, energy prices and deglobalization. The goal is to empower others looking to explore less volatile investment opportunities improving their portfolio’s performance and enabling them to become more financially secure.</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[06:08] The shift from notes to other asset classes</p><p>[08:22] The importance of timing your investments</p><p>[14:14] What happens when interest rates go up</p><p>[16:13] Why invest in multifamily</p><p>[21:15] Why development is lower risk</p><p>[29:36] How an LP does due diligence </p><p>[32:47] Trust is everything in this business.</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[08:34] Navigating the Multifamily Market<br></strong><br></p><p>The multifamily sector may experience some challenging years ahead. However, this doesn't signify the end of multifamily investments. Instead, it can be an excellent opportunity for buying. This serves as a reminder that as investors, we need to be prudent and thoughtful in our decision-making.</p><p><strong>[10:49] The Importance of Timing Your Investments<br></strong><br></p><p>Success is not only about gaining efficiency and maximizing returns but also aligning your investment timing correctly. Pursuing vertical integration to achieve a 10% efficiency might appear promising, but it won't yield results if you're losing 90% of your investment. Market fluctuations and economic changes necessitate keeping a close eye on market trends and making informed decisions based on prevailing circumstances. Timing is vital in investing, and getting it right can minimize risks, maximize returns, and identify opportunities for growth, expansion while avoiding costly mistakes.</p><p><strong>[22:16] Why Development is a Lower Risk<br></strong><br></p><p>Developing properties can be a lower-risk investment strategy as it allows for more control over the costs. Investing in a value-add property may seem like a good idea, but building new units can be more cost-effective and less risky. For example, in Northwest Arkansas, there are properties for sale at $195,000 per unit, but new units can be built for $130,000. Similarly, building industrial properties can be a smart investment, especially since it's currently difficult to buy industrial properties. Building cheaply, like an industrial warehouse, can yield high returns, especially if leased out. Even if it's not leased immediately, having a long runway for the property can help mitigate risks. Overall, development provides more control over costs and can be a safer investment strategy.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.thebillionairepodcast.com/">Invest Like a Billionaire podcast</a> </p><p><a href="https://aspenfunds.us/">Aspen Funds<br></a><br></p> When it comes to investing, timing can make or break your portfolio's success. While efficiency and maximizing returns are essential goals, aligning your investments with the market's ebbs and flows is crucial. In this episode, Bob Fraser discusses the importance of timing your investments and why development can be a lower-risk strategy. He also shares insights on navigating the multifamily market and emphasizes the need for due diligence and trust in the investment business. About Bob Fraser Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes. Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. The trio also discusses economic trends, including megatrends such as inflation, energy prices and deglobalization. The goal is to empower others looking to explore less volatile investment opportunities improving their portfolio’s performance and enabling them to become more financially secure. Here are some power takeaways from today’s conversation: [06:08] The shift from notes to other asset classes [08:22] The importance of timing your investments [14:14] What happens when interest rates go up [16:13] Why invest in multifamily [21:15] Why development is lower risk [29:36] How an LP does due diligence  [32:47] Trust is everything in this business. Episode Highlights: [08:34] Navigating the Multifamily Market The multifamily sector may experience some challenging years ahead. However, this doesn't signify the end of multifamily investments. Instead, it can be an excellent opportunity for buying. This serves as a reminder that as investors, we need to be prudent and thoughtful in our decision-making. [10:49] The Importance of Timing Your Investments Success is not only about gaining efficiency and maximizing returns but also aligning your investment timing correctly. Pursuing vertical integration to achieve a 10% efficiency might appear promising, but it won't yield results if you're losing 90% of your investment. Market fluctuations and economic changes necessitate keeping a close eye on market trends and making informed decisions based on prevailing circumstances. Timing is vital in investing, and getting it right can minimize risks, maximize returns, and identify opportunities for growth, expansion while avoiding costly mistakes. [22:16] Why Development is a Lower Risk Developing properties can be a lower-risk investment strategy as it allows for more control over the costs. Investing in a value-add property may seem like a good idea, but building new units can be more cost-effective and less risky. For example, in Northwest Arkansas, there are properties for sale at $195,000 per unit, but new units can be built for $130,000. Similarly, building industrial properties can be a smart investment, especially since it's currently difficult to buy industrial properties. Building cheaply, like an industrial warehouse, can yield high returns, especially if leased out. Even if it's not leased immediately, having a long runway for the property can help mitigate risks. Overall, development provides more control over costs and can be a safer investment strategy. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Invest Like a Billionaire podcast  Aspen Funds When it comes to investing, timing can make or break your portfolio's success. While efficiency and maximizing returns are essential goals, aligning your investments with the market's ebbs and flows is crucial. In this episode, Bob Fraser discusses the importance of timing your investments and why development can be a lower-risk strategy. He also shares insights on navigating the multifamily market and emphasizes the need for due diligence and trust in the investment business.

About Bob Fraser

Bob Fraser is a finance and technology executive, with over 20 years of experience, who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes.

Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. The trio also discusses economic trends, including megatrends such as inflation, energy prices and deglobalization. The goal is to empower others looking to explore less volatile investment opportunities improving their portfolio’s performance and enabling them to become more financially secure.

Here are some power takeaways from today’s conversation:

[06:08] The shift from notes to other asset classes

[08:22] The importance of timing your investments

[14:14] What happens when interest rates go up

[16:13] Why invest in multifamily

[21:15] Why development is lower risk

[29:36] How an LP does due diligence 

[32:47] Trust is everything in this business.


Episode Highlights:

[08:34] Navigating the Multifamily Market

The multifamily sector may experience some challenging years ahead. However, this doesn't signify the end of multifamily investments. Instead, it can be an excellent opportunity for buying. This serves as a reminder that as investors, we need to be prudent and thoughtful in our decision-making.

[10:49] The Importance of Timing Your Investments

Success is not only about gaining efficiency and maximizing returns but also aligning your investment timing correctly. Pursuing vertical integration to achieve a 10% efficiency might appear promising, but it won't yield results if you're losing 90% of your investment. Market fluctuations and economic changes necessitate keeping a close eye on market trends and making informed decisions based on prevailing circumstances. Timing is vital in investing, and getting it right can minimize risks, maximize returns, and identify opportunities for growth, expansion while avoiding costly mistakes.

[22:16] Why Development is a Lower Risk

Developing properties can be a lower-risk investment strategy as it allows for more control over the costs. Investing in a value-add property may seem like a good idea, but building new units can be more cost-effective and less risky. For example, in Northwest Arkansas, there are properties for sale at $195,000 per unit, but new units can be built for $130,000. Similarly, building industrial properties can be a smart investment, especially since it's currently difficult to buy industrial properties. Building cheaply, like an industrial warehouse, can yield high returns, especially if leased out. Even if it's not leased immediately, having a long runway for the property can help mitigate risks. Overall, development provides more control over costs and can be a safer investment strategy.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

Invest Like a Billionaire podcast 

Aspen Funds

]]> 2271 no 120. Passive Investing Masterclass - Part 2 https://share.transistor.fm/s/ea4ad470 It's the final week of our three-week Back-to-Basics program, and we're excited to bring you part two of our exclusive Masterclass on passive investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we're here to share everything you need to know about building wealth through passive investing. Last week, we discussed the basics of passive investing, including what is a syndication, the pros and cons of passive syndications, and the crucial topic of how to choose a sponsor.  About Julian McClurkin Julian McClurkin has literally traveled the world throughout his professional basketball career supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations.  Here are some power takeaways from today’s conversation: [07:11] The safest class to invest in [09:48] How to pick a syndicator [15:41] How to choose a deal you want to invest in [17:30] How to analyze a deal [23:28] The process of investing in a syndication [26:39] What to do during the syndication process [31:44] How tribes work and why they work [40:27] The process of forming a tribe Episode Highlights: [07:11] What is the Safest Class to Invest In? A common phrase you often hear is that everyone needs a place to live, right? So investing in multifamily apartments or mobile homes where there's always a demand for housing might seem like the safest option. However, it's important to remember that all of these are tangible assets, not just pieces of paper. Real estate and most of these assets generally carry less risk than other types of investments, but that doesn't mean there's no risk involved. For instance, resort investing, retail, and office space immediately after the pandemic may be riskier, while assisted living facilities may require waiting for demographic changes to make them profitable. It's crucial to conduct thorough research and invest in what you're comfortable with. Start there and then slowly branch out as you gain more knowledge and experience. [09:48] How to Pick a Syndicator When selecting a syndicator, it's crucial to align your investment strategy with the asset class you choose. If you're aiming for significant tax write-offs, investing in ATMs might be a good option, while others may not yield the same benefits. As you gain more knowledge and experience in the syndication space, you'll discover various asset classes that you didn't know about before, enabling you to select the right one for your current strategy. Always figure out what you're looking for and diversify your portfolio accordingly, but don't diversify for the sake of it. Ensure that you have a sound strategy in place for accumulating your assets and how they all work together to achieve your goals. [17:30] Metrics to Look For When Evaluating a Deal To analyze a deal, you need to ensure that you have the right sponsor, asset class, and market. These are the crucial aspects that can make or break an investment. At Left Field Investors, we've created a deal analyzer tool that considers 30 different metrics and turns green if the deal meets our parameters or red if it doesn't. Red flags don't necessarily mean you should avoid the deal, but they do generate questions that you should bring up with the sponsor. This is another way to assess their responsiveness and ability to provide detailed answers, which can indicate how well they will handle the investment. For example, if you get five red flags, contact the sponsor and ask questions. Pay attention to their response time and level of detail. A good sponsor will give you detailed answers and be responsive, which can help build trust and confidence in the deal. By focusing on the metrics of the deal analyzer and checking on the sponsor, you can effectively vet the deal and make an informed investment decision. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: https://www.tribevest.com/partners/lf  Sun, 11 Jun 2023 08:00:00 -0000 120. Passive Investing Masterclass - Part 2 full 120 PassivePockets, Jim Pfeifer, and Left Field Investors <p>It's the final week of our three-week Back-to-Basics program, and we're excited to bring you part two of our exclusive Masterclass on passive investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we're here to share everything you need to know about building wealth through passive investing. Last week, we discussed the basics of passive investing, including what is a syndication, the pros and cons of passive syndications, and the crucial topic of how to choose a sponsor. </p><p>About Julian McClurkin</p><p>Julian McClurkin has literally traveled the world throughout his professional basketball career supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations. </p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[07:11] The safest class to invest in</p><p>[09:48] How to pick a syndicator</p><p>[15:41] How to choose a deal you want to invest in</p><p>[17:30] How to analyze a deal</p><p>[23:28] The process of investing in a syndication</p><p>[26:39] What to do during the syndication process</p><p>[31:44] How tribes work and why they work</p><p>[40:27] The process of forming a tribe</p><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[07:11] What is the Safest Class to Invest In?<br></strong><br></p><p>A common phrase you often hear is that everyone needs a place to live, right? So investing in multifamily apartments or mobile homes where there's always a demand for housing might seem like the safest option. However, it's important to remember that all of these are tangible assets, not just pieces of paper. Real estate and most of these assets generally carry less risk than other types of investments, but that doesn't mean there's no risk involved. For instance, resort investing, retail, and office space immediately after the pandemic may be riskier, while assisted living facilities may require waiting for demographic changes to make them profitable. It's crucial to conduct thorough research and invest in what you're comfortable with. Start there and then slowly branch out as you gain more knowledge and experience.</p><p><strong>[09:48] How to Pick a Syndicator<br></strong><br></p><p>When selecting a syndicator, it's crucial to align your investment strategy with the asset class you choose. If you're aiming for significant tax write-offs, investing in ATMs might be a good option, while others may not yield the same benefits. As you gain more knowledge and experience in the syndication space, you'll discover various asset classes that you didn't know about before, enabling you to select the right one for your current strategy. Always figure out what you're looking for and diversify your portfolio accordingly, but don't diversify for the sake of it. Ensure that you have a sound strategy in place for accumulating your assets and how they all work together to achieve your goals.</p><p><strong>[17:30] Metrics to Look For When Evaluating a Deal<br></strong><br></p><p>To analyze a deal, you need to ensure that you have the right sponsor, asset class, and market. These are the crucial aspects that can make or break an investment. At Left Field Investors, we've created a deal analyzer tool that considers 30 different metrics and turns green if the deal meets our parameters or red if it doesn't. Red flags don't necessarily mean you should avoid the deal, but they do generate questions that you should bring up with the sponsor. This is another way to assess their responsiveness and ability to provide detailed answers, which can indicate how well they will handle the investment. For example, if you get five red flags, contact the sponsor and ask questions. Pay attention to their response time and level of detail. A good sponsor will give you detailed answers and be responsive, which can help build trust and confidence in the deal. By focusing on the metrics of the deal analyzer and checking on the sponsor, you can effectively vet the deal and make an informed investment decision.</p><p><strong>This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.<br></strong><br></p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.tribevest.com/partners/lf">https://www.tribevest.com/partners/lf</a> </p> It's the final week of our three-week Back-to-Basics program, and we're excited to bring you part two of our exclusive Masterclass on passive investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we're here to share everything you need to know about building wealth through passive investing. Last week, we discussed the basics of passive investing, including what is a syndication, the pros and cons of passive syndications, and the crucial topic of how to choose a sponsor.  About Julian McClurkin Julian McClurkin has literally traveled the world throughout his professional basketball career supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations.  Here are some power takeaways from today’s conversation: [07:11] The safest class to invest in [09:48] How to pick a syndicator [15:41] How to choose a deal you want to invest in [17:30] How to analyze a deal [23:28] The process of investing in a syndication [26:39] What to do during the syndication process [31:44] How tribes work and why they work [40:27] The process of forming a tribe Episode Highlights: [07:11] What is the Safest Class to Invest In? A common phrase you often hear is that everyone needs a place to live, right? So investing in multifamily apartments or mobile homes where there's always a demand for housing might seem like the safest option. However, it's important to remember that all of these are tangible assets, not just pieces of paper. Real estate and most of these assets generally carry less risk than other types of investments, but that doesn't mean there's no risk involved. For instance, resort investing, retail, and office space immediately after the pandemic may be riskier, while assisted living facilities may require waiting for demographic changes to make them profitable. It's crucial to conduct thorough research and invest in what you're comfortable with. Start there and then slowly branch out as you gain more knowledge and experience. [09:48] How to Pick a Syndicator When selecting a syndicator, it's crucial to align your investment strategy with the asset class you choose. If you're aiming for significant tax write-offs, investing in ATMs might be a good option, while others may not yield the same benefits. As you gain more knowledge and experience in the syndication space, you'll discover various asset classes that you didn't know about before, enabling you to select the right one for your current strategy. Always figure out what you're looking for and diversify your portfolio accordingly, but don't diversify for the sake of it. Ensure that you have a sound strategy in place for accumulating your assets and how they all work together to achieve your goals. [17:30] Metrics to Look For When Evaluating a Deal To analyze a deal, you need to ensure that you have the right sponsor, asset class, and market. These are the crucial aspects that can make or break an investment. At Left Field Investors, we've created a deal analyzer tool that considers 30 different metrics and turns green if the deal meets our parameters or red if it doesn't. Red flags don't necessarily mean you should avoid the deal, but they do generate questions that you should bring up with the sponsor. This is another way to assess their responsiveness and ability to provide detailed answers, which can indicate how well they will handle the investment. For example, if you get five red flags, contact the sponsor and ask questions. Pay attention to their response time and level of detail. A good sponsor will give you detailed answers and be responsive, which can help build trust and confidence in the deal. By focusing on the metrics of the deal analyzer and checking on the sponsor, you can effectively vet the deal and make an informed investment decision. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: https://www.tribevest.com/partners/lf  It's the final week of our three-week Back-to-Basics program, and we're excited to bring you part two of our exclusive Masterclass on passive investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we're here to share everything you need to know about building wealth through passive investing. Last week, we discussed the basics of passive investing, including what is a syndication, the pros and cons of passive syndications, and the crucial topic of how to choose a sponsor. 

About Julian McClurkin

Julian McClurkin has literally traveled the world throughout his professional basketball career supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations. 

Here are some power takeaways from today’s conversation:

[07:11] The safest class to invest in

[09:48] How to pick a syndicator

[15:41] How to choose a deal you want to invest in

[17:30] How to analyze a deal

[23:28] The process of investing in a syndication

[26:39] What to do during the syndication process

[31:44] How tribes work and why they work

[40:27] The process of forming a tribe


Episode Highlights:

[07:11] What is the Safest Class to Invest In?

A common phrase you often hear is that everyone needs a place to live, right? So investing in multifamily apartments or mobile homes where there's always a demand for housing might seem like the safest option. However, it's important to remember that all of these are tangible assets, not just pieces of paper. Real estate and most of these assets generally carry less risk than other types of investments, but that doesn't mean there's no risk involved. For instance, resort investing, retail, and office space immediately after the pandemic may be riskier, while assisted living facilities may require waiting for demographic changes to make them profitable. It's crucial to conduct thorough research and invest in what you're comfortable with. Start there and then slowly branch out as you gain more knowledge and experience.

[09:48] How to Pick a Syndicator

When selecting a syndicator, it's crucial to align your investment strategy with the asset class you choose. If you're aiming for significant tax write-offs, investing in ATMs might be a good option, while others may not yield the same benefits. As you gain more knowledge and experience in the syndication space, you'll discover various asset classes that you didn't know about before, enabling you to select the right one for your current strategy. Always figure out what you're looking for and diversify your portfolio accordingly, but don't diversify for the sake of it. Ensure that you have a sound strategy in place for accumulating your assets and how they all work together to achieve your goals.

[17:30] Metrics to Look For When Evaluating a Deal

To analyze a deal, you need to ensure that you have the right sponsor, asset class, and market. These are the crucial aspects that can make or break an investment. At Left Field Investors, we've created a deal analyzer tool that considers 30 different metrics and turns green if the deal meets our parameters or red if it doesn't. Red flags don't necessarily mean you should avoid the deal, but they do generate questions that you should bring up with the sponsor. This is another way to assess their responsiveness and ability to provide detailed answers, which can indicate how well they will handle the investment. For example, if you get five red flags, contact the sponsor and ask questions. Pay attention to their response time and level of detail. A good sponsor will give you detailed answers and be responsive, which can help build trust and confidence in the deal. By focusing on the metrics of the deal analyzer and checking on the sponsor, you can effectively vet the deal and make an informed investment decision.

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.

Resources Mentioned:

https://www.tribevest.com/partners/lf 

]]> 2871 no IS43 - LFI Spotlight With Peter Leung https://www.leftfieldinvestors.com/is43-lfi-spotlight-with-peter-leung Today, my guest was Peter Leung. Peter shared his story, which started early on by migrating to the US from China and being homeless for a short period of time. Peter became very focused and motivated by this, and it sparked his journey to the success he has today. He now consults with college students to educate them on traditional financing and alternative investing, with a focus on value investing. Listen in to hear his advice about how important it is to have cash flow, not just cash.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 07 Jun 2023 07:00:00 -0000 IS43 - LFI Spotlight With Peter Leung full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Today, my guest was Peter Leung. Peter shared his story, which started early on by migrating to the US from China and being homeless for a short period of time. Peter became very focused and motivated by this, and it sparked his journey to the success he has today. He now consults with college students to educate them on traditional financing and alternative investing, with a focus on value investing. Listen in to hear his advice about how important it is to have cash flow, not just cash.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://www.leftfieldinvestors.com/is43-lfi-spotlight-with-peter-leung">here</a>. </p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> Today, my guest was Peter Leung. Peter shared his story, which started early on by migrating to the US from China and being homeless for a short period of time. Peter became very focused and motivated by this, and it sparked his journey to the success he has today. He now consults with college students to educate them on traditional financing and alternative investing, with a focus on value investing. Listen in to hear his advice about how important it is to have cash flow, not just cash.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Today, my guest was Peter Leung. Peter shared his story, which started early on by migrating to the US from China and being homeless for a short period of time. Peter became very focused and motivated by this, and it sparked his journey to the success he has today. He now consults with college students to educate them on traditional financing and alternative investing, with a focus on value investing. Listen in to hear his advice about how important it is to have cash flow, not just cash.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1449 no 119. Passive Investing Masterclass - Part 1 https://share.transistor.fm/s/3dcac214 In today's episode, we re-release our exclusive masterclass on building wealth through passive real estate investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we covered passive investing in real estate.  This episode is a must-listen for anyone who wants to understand more about passive investing in real estate syndications. We delve into the basics of real estate syndications, the pros and cons of passive syndications, and most importantly, how to pick a sponsor. Whether you're a beginner investor or an experienced one, this episode will serve as an excellent refresher for you.  About Julian McClurkin Julian McClurkin has literally traveled the world throughout his professional basketball career as a Harlem Globetrotter, supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations.  Here are some power takeaways from today’s conversation: [07:47] Why it would be better to invest in real estate than index funds [10:20] Ways to spread the risk of investing [15:13] Types of investors who qualify for syndication [22:26] The process of investing in syndication [26:27] Passive Syndications: pros and cons [28:38] The tax benefits of syndication [36:10] What the velocity of money means [40:37] What “full cycle” means for investors Episode Highlights: [07:47] Real Estate Investing vs. Index Funds Investing offers various options, one of which is index funds that can give good returns over time with minimal effort. However, investing in real estate provides steady cash flow via rental income and can force appreciation by improving the property, which is not possible with index funds. Real estate investors can benefit from the syndication operator who handles the process, allowing them to enjoy the perks of their investment. On the other hand, index funds bet on the value of paper assets and do not offer cash flow or dividends as in real estate investments. [22:26] The Process of Investing in Syndication Investing in syndication involves upfront due diligence, including vetting the sponsor and analyzing the deal using tools like a sponsor screener and deal analyzer. Once you've invested, you'll receive documents like a private placement memorandum and subscription agreements to sign. You then send the wire and wait for cash flow, receiving monthly or quarterly distribution checks and reports to keep track of the property's performance. [26:27] Passive Syndications: Pros and Cons Passive syndications have major advantages, such as the ability for investors to benefit from the experience and expertise of a syndicator, who acts as a sponsor or manager for the investment, allowing them to invest in larger deals. Syndicators may also use tax advantages such as cost segregation and bonus depreciation, which can help investors reduce their tax burden. However, passive syndications also have downsides, including the lack of control investors have over the asset and the lack of liquidity, which can tie up capital for several years without the option of selling the investment, making it challenging for investors who need access to their funds in the short term. [28:38] The Tax Benefits of Syndication When investing and making money, taxes are the biggest factor working against you. However, investing in real estate allows you to reduce, defer, or even eliminate almost all of the tax burden as the tax code is written to benefit real estate investors. Depreciation can be used to offset almost all of your passive gains, which means that if you invest in syndication correctly, you won't have to pay tax on any of the cash flows you receive, and it will be deferred, with recapture happening later. By investing in more syndications, your tax bill will go down significantly. Resources Mentioned: https://www.tribevest.com/partners/lf  Sun, 04 Jun 2023 08:00:00 -0000 119. Passive Investing Masterclass - Part 1 full 119 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In today's episode, we re-release our exclusive masterclass on building wealth through passive real estate investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we covered passive investing in real estate. </p><p>This episode is a must-listen for anyone who wants to understand more about passive investing in real estate syndications. We delve into the basics of real estate syndications, the pros and cons of passive syndications, and most importantly, how to pick a sponsor. Whether you're a beginner investor or an experienced one, this episode will serve as an excellent refresher for you. </p><p>About Julian McClurkin</p><p>Julian McClurkin has literally traveled the world throughout his professional basketball career as a Harlem Globetrotter, supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations. </p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><p>[07:47] Why it would be better to invest in real estate than index funds</p><p>[10:20] Ways to spread the risk of investing</p><p>[15:13] Types of investors who qualify for syndication</p><p>[22:26] The process of investing in syndication</p><p>[26:27] Passive Syndications: pros and cons</p><p>[28:38] The tax benefits of syndication</p><p>[36:10] What the velocity of money means</p><p>[40:37] What “full cycle” means for investors</p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[07:47] Real Estate Investing vs. Index Funds<br></strong><br></p><p>Investing offers various options, one of which is index funds that can give good returns over time with minimal effort. However, investing in real estate provides steady cash flow via rental income and can force appreciation by improving the property, which is not possible with index funds. Real estate investors can benefit from the syndication operator who handles the process, allowing them to enjoy the perks of their investment. On the other hand, index funds bet on the value of paper assets and do not offer cash flow or dividends as in real estate investments.</p><p><strong>[22:26] The Process of Investing in Syndication<br></strong><br></p><p>Investing in syndication involves upfront due diligence, including vetting the sponsor and analyzing the deal using tools like a sponsor screener and deal analyzer. Once you've invested, you'll receive documents like a private placement memorandum and subscription agreements to sign. You then send the wire and wait for cash flow, receiving monthly or quarterly distribution checks and reports to keep track of the property's performance.</p><p><strong>[26:27] Passive Syndications: Pros and Cons<br></strong><br></p><p>Passive syndications have major advantages, such as the ability for investors to benefit from the experience and expertise of a syndicator, who acts as a sponsor or manager for the investment, allowing them to invest in larger deals. Syndicators may also use tax advantages such as cost segregation and bonus depreciation, which can help investors reduce their tax burden. However, passive syndications also have downsides, including the lack of control investors have over the asset and the lack of liquidity, which can tie up capital for several years without the option of selling the investment, making it challenging for investors who need access to their funds in the short term.</p><p><strong>[28:38] The Tax Benefits of Syndication<br></strong><br></p><p>When investing and making money, taxes are the biggest factor working against you. However, investing in real estate allows you to reduce, defer, or even eliminate almost all of the tax burden as the tax code is written to benefit real estate investors. Depreciation can be used to offset almost all of your passive gains, which means that if you invest in syndication correctly, you won't have to pay tax on any of the cash flows you receive, and it will be deferred, with recapture happening later. By investing in more syndications, your tax bill will go down significantly.</p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.tribevest.com/partners/lf">https://www.tribevest.com/partners/lf</a> </p> In today's episode, we re-release our exclusive masterclass on building wealth through passive real estate investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we covered passive investing in real estate.  This episode is a must-listen for anyone who wants to understand more about passive investing in real estate syndications. We delve into the basics of real estate syndications, the pros and cons of passive syndications, and most importantly, how to pick a sponsor. Whether you're a beginner investor or an experienced one, this episode will serve as an excellent refresher for you.  About Julian McClurkin Julian McClurkin has literally traveled the world throughout his professional basketball career as a Harlem Globetrotter, supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations.  Here are some power takeaways from today’s conversation: [07:47] Why it would be better to invest in real estate than index funds [10:20] Ways to spread the risk of investing [15:13] Types of investors who qualify for syndication [22:26] The process of investing in syndication [26:27] Passive Syndications: pros and cons [28:38] The tax benefits of syndication [36:10] What the velocity of money means [40:37] What “full cycle” means for investors Episode Highlights: [07:47] Real Estate Investing vs. Index Funds Investing offers various options, one of which is index funds that can give good returns over time with minimal effort. However, investing in real estate provides steady cash flow via rental income and can force appreciation by improving the property, which is not possible with index funds. Real estate investors can benefit from the syndication operator who handles the process, allowing them to enjoy the perks of their investment. On the other hand, index funds bet on the value of paper assets and do not offer cash flow or dividends as in real estate investments. [22:26] The Process of Investing in Syndication Investing in syndication involves upfront due diligence, including vetting the sponsor and analyzing the deal using tools like a sponsor screener and deal analyzer. Once you've invested, you'll receive documents like a private placement memorandum and subscription agreements to sign. You then send the wire and wait for cash flow, receiving monthly or quarterly distribution checks and reports to keep track of the property's performance. [26:27] Passive Syndications: Pros and Cons Passive syndications have major advantages, such as the ability for investors to benefit from the experience and expertise of a syndicator, who acts as a sponsor or manager for the investment, allowing them to invest in larger deals. Syndicators may also use tax advantages such as cost segregation and bonus depreciation, which can help investors reduce their tax burden. However, passive syndications also have downsides, including the lack of control investors have over the asset and the lack of liquidity, which can tie up capital for several years without the option of selling the investment, making it challenging for investors who need access to their funds in the short term. [28:38] The Tax Benefits of Syndication When investing and making money, taxes are the biggest factor working against you. However, investing in real estate allows you to reduce, defer, or even eliminate almost all of the tax burden as the tax code is written to benefit real estate investors. Depreciation can be used to offset almost all of your passive gains, which means that if you invest in syndication correctly, you won't have to pay tax on any of the cash flows you receive, and it will be deferred, with recapture happening later. By investing in more syndications, your tax bill will go down significantly. Resources Mentioned: https://www.tribevest.com/partners/lf  In today's episode, we re-release our exclusive masterclass on building wealth through passive real estate investing. In partnership with Tribevest and their Chief Storyteller, Julian McClurkin, we covered passive investing in real estate. 

This episode is a must-listen for anyone who wants to understand more about passive investing in real estate syndications. We delve into the basics of real estate syndications, the pros and cons of passive syndications, and most importantly, how to pick a sponsor. Whether you're a beginner investor or an experienced one, this episode will serve as an excellent refresher for you. 

About Julian McClurkin

Julian McClurkin has literally traveled the world throughout his professional basketball career as a Harlem Globetrotter, supporting and entertaining families and communities. Leveraging his engagement and relationship-building skills, Julian now joins Vision Realty, having built a diverse portfolio in real estate sales, investing, and renovations. 

Here are some power takeaways from today’s conversation:

[07:47] Why it would be better to invest in real estate than index funds

[10:20] Ways to spread the risk of investing

[15:13] Types of investors who qualify for syndication

[22:26] The process of investing in syndication

[26:27] Passive Syndications: pros and cons

[28:38] The tax benefits of syndication

[36:10] What the velocity of money means

[40:37] What “full cycle” means for investors

Episode Highlights:

[07:47] Real Estate Investing vs. Index Funds

Investing offers various options, one of which is index funds that can give good returns over time with minimal effort. However, investing in real estate provides steady cash flow via rental income and can force appreciation by improving the property, which is not possible with index funds. Real estate investors can benefit from the syndication operator who handles the process, allowing them to enjoy the perks of their investment. On the other hand, index funds bet on the value of paper assets and do not offer cash flow or dividends as in real estate investments.

[22:26] The Process of Investing in Syndication

Investing in syndication involves upfront due diligence, including vetting the sponsor and analyzing the deal using tools like a sponsor screener and deal analyzer. Once you've invested, you'll receive documents like a private placement memorandum and subscription agreements to sign. You then send the wire and wait for cash flow, receiving monthly or quarterly distribution checks and reports to keep track of the property's performance.

[26:27] Passive Syndications: Pros and Cons

Passive syndications have major advantages, such as the ability for investors to benefit from the experience and expertise of a syndicator, who acts as a sponsor or manager for the investment, allowing them to invest in larger deals. Syndicators may also use tax advantages such as cost segregation and bonus depreciation, which can help investors reduce their tax burden. However, passive syndications also have downsides, including the lack of control investors have over the asset and the lack of liquidity, which can tie up capital for several years without the option of selling the investment, making it challenging for investors who need access to their funds in the short term.

[28:38] The Tax Benefits of Syndication

When investing and making money, taxes are the biggest factor working against you. However, investing in real estate allows you to reduce, defer, or even eliminate almost all of the tax burden as the tax code is written to benefit real estate investors. Depreciation can be used to offset almost all of your passive gains, which means that if you invest in syndication correctly, you won't have to pay tax on any of the cash flows you receive, and it will be deferred, with recapture happening later. By investing in more syndications, your tax bill will go down significantly.

Resources Mentioned:

https://www.tribevest.com/partners/lf 

]]> 2830 no IS42 - LFI Spotlight With Kyle Collette https://www.leftfieldinvestors.com/is42-lfi-spotlight-with-kyle-collette Kyle Collette joined me this week on the LFI Spotlight to share his journey into the passive investing world. He shared several good pieces of advice for other investors to utilize in their process. Listen in to see how he has navigated the active investing world and has migrated into the passive.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 31 May 2023 07:00:00 -0000 IS42 - LFI Spotlight With Kyle Collette full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Kyle Collette joined me this week on the LFI Spotlight to share his journey into the passive investing world. He shared several good pieces of advice for other investors to utilize in their process. Listen in to see how he has navigated the active investing world and has migrated into the passive.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://www.leftfieldinvestors.com/is42-lfi-spotlight-with-kyle-collette">here</a>.</p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> Kyle Collette joined me this week on the LFI Spotlight to share his journey into the passive investing world. He shared several good pieces of advice for other investors to utilize in their process. Listen in to see how he has navigated the active investing world and has migrated into the passive.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Kyle Collette joined me this week on the LFI Spotlight to share his journey into the passive investing world. He shared several good pieces of advice for other investors to utilize in their process. Listen in to see how he has navigated the active investing world and has migrated into the passive.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here.


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1102 no 118. Passive Investing 101: Understanding Bonus Depreciation, Cash-On-Cash Return & More https://share.transistor.fm/s/2734874c In today's episode, which was originally released in November 2021, we feature Dan Bartholomew, a financial advisor and friend of Jim Pfeifer, who was new to passive investing in syndications. After listening to the podcast for a couple of months, he had accumulated a list of questions for Jim, which led to this informative episode where each question was discussed in detail. This is the perfect episode for those just starting out in passive investing and struggling to comprehend some of the common terms used in the LFI community. This episode is often used as a resource for new investors. This episode is being republished because all the topics discussed are still relevant today. So sit back, relax, and enjoy this throwback episode from 2021! Here are some power takeaways from today’s conversation: The difference between bonus depreciation and cost segregation Cash-on-cash return vs. IRR return How to screen out the metrics you don’t like Understanding the different types of deals Class A vs. Class B Why a triple-net lease makes sense Selling a property or holding it Episode Highlights: [06:48] Bonus Depreciation vs. Cost Segregation Cost segregation and bonus depreciation are both tax strategies that allow for accelerated depreciation of assets. Cost segregation involves conducting a study on a property to identify personal property separate from real property. This allows for the separate components to be depreciated over five, seven, or ten years, rather than the typical 27.5-year straight-line depreciation for residential properties and 39 years for commercial properties. On the other hand, bonus depreciation is a provision in the 2017 Tax Cuts and Jobs Act that allows for a 100% depreciation deduction in year one for assets that could only be depreciated at 50% or lower percentages. While this provides a large tax deduction in year one, it also leads to depreciation recapture when the asset is sold. This means that the deferred depreciation is added back to the gain from the sale and taxed at a higher rate of 25%. However, reinvesting the proceeds in a new syndication can offset the recapture and the tax deferral can continue, similar to a 1031 exchange. [12:28] Cash-on-Cash Return vs. IRR Return The cash-on-cash return for ATMs is 25%, which is higher than the typical 6-12% for most syndications. However, it's important to note that ATMs are different from other assets because they don't have any returns at the end as the asset depreciates and isn't sold like an apartment complex. Cash on cash return is calculated by dividing the annual cash flow by the capital invested, while the Internal Rate of Return (IRR) takes into account the time value of money and looks at the total return on investment over time. In typical real estate deals, the IRR is higher because the annual returns are compounded over the life of the investment and there are sales proceeds that contribute to the return of capital. However, with ATMs, there is very little return on capital and virtually no sales proceeds, which is why the cash-on-cash return may be higher than the IRR. Overall, ATMs are an outlier in terms of their unique characteristics compared to other assets. [34:48] Navigating Investment Priorities and Tax Advantages in Real Estate Syndications Syndicators often prioritize either cashflow or appreciation in their deals, although it's common to have elements of both. It's worth noting that some syndicators utilize tax advantages such as cost segregation and bonus depreciation while others do not, so it's important to ask about this when evaluating an investment opportunity. While taxes shouldn't be the sole reason for investing, it's vital to speak with the sponsor to determine whether the investment is geared towards cashflow or appreciation. Typically, if the pro forma shows a smaller early-year cash-on-cash return with a larger gain projected in the future, it's an indication that the investment is focused on appreciation Sun, 28 May 2023 08:00:00 -0000 118. Passive Investing 101: Understanding Bonus Depreciation, Cash-On-Cash Return & More full 118 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In today's episode, which was originally released in November 2021, we feature Dan Bartholomew, a financial advisor and friend of Jim Pfeifer, who was new to passive investing in syndications. After listening to the podcast for a couple of months, he had accumulated a list of questions for Jim, which led to this informative episode where each question was discussed in detail. This is the perfect episode for those just starting out in passive investing and struggling to comprehend some of the common terms used in the LFI community. This episode is often used as a resource for new investors. This episode is being republished because all the topics discussed are still relevant today. So sit back, relax, and enjoy this throwback episode from 2021!</p><p><strong>Here are some power takeaways from today’s conversation:<br></strong><br></p><ul><li>The difference between bonus depreciation and cost segregation</li><li>Cash-on-cash return vs. IRR return</li><li>How to screen out the metrics you don’t like</li><li>Understanding the different types of deals</li><li>Class A vs. Class B</li><li>Why a triple-net lease makes sense</li><li>Selling a property or holding it</li></ul><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[06:48] Bonus Depreciation vs. Cost Segregation<br></strong><br></p><p>Cost segregation and bonus depreciation are both tax strategies that allow for accelerated depreciation of assets. Cost segregation involves conducting a study on a property to identify personal property separate from real property. This allows for the separate components to be depreciated over five, seven, or ten years, rather than the typical 27.5-year straight-line depreciation for residential properties and 39 years for commercial properties. On the other hand, bonus depreciation is a provision in the 2017 Tax Cuts and Jobs Act that allows for a 100% depreciation deduction in year one for assets that could only be depreciated at 50% or lower percentages. While this provides a large tax deduction in year one, it also leads to depreciation recapture when the asset is sold. This means that the deferred depreciation is added back to the gain from the sale and taxed at a higher rate of 25%. However, reinvesting the proceeds in a new syndication can offset the recapture and the tax deferral can continue, similar to a 1031 exchange.</p><p><strong>[12:28] Cash-on-Cash Return vs. IRR Return<br></strong><br></p><p>The cash-on-cash return for ATMs is 25%, which is higher than the typical 6-12% for most syndications. However, it's important to note that ATMs are different from other assets because they don't have any returns at the end as the asset depreciates and isn't sold like an apartment complex. Cash on cash return is calculated by dividing the annual cash flow by the capital invested, while the Internal Rate of Return (IRR) takes into account the time value of money and looks at the total return on investment over time. In typical real estate deals, the IRR is higher because the annual returns are compounded over the life of the investment and there are sales proceeds that contribute to the return of capital. However, with ATMs, there is very little return on capital and virtually no sales proceeds, which is why the cash-on-cash return may be higher than the IRR. Overall, ATMs are an outlier in terms of their unique characteristics compared to other assets.</p><p><strong>[34:48] Navigating Investment Priorities and Tax Advantages in Real Estate Syndications<br></strong><br></p><p>Syndicators often prioritize either cashflow or appreciation in their deals, although it's common to have elements of both. It's worth noting that some syndicators utilize tax advantages such as cost segregation and bonus depreciation while others do not, so it's important to ask about this when evaluating an investment opportunity. While taxes shouldn't be the sole reason for investing, it's vital to speak with the sponsor to determine whether the investment is geared towards cashflow or appreciation. Typically, if the pro forma shows a smaller early-year cash-on-cash return with a larger gain projected in the future, it's an indication that the investment is focused on appreciation</p> In today's episode, which was originally released in November 2021, we feature Dan Bartholomew, a financial advisor and friend of Jim Pfeifer, who was new to passive investing in syndications. After listening to the podcast for a couple of months, he had accumulated a list of questions for Jim, which led to this informative episode where each question was discussed in detail. This is the perfect episode for those just starting out in passive investing and struggling to comprehend some of the common terms used in the LFI community. This episode is often used as a resource for new investors. This episode is being republished because all the topics discussed are still relevant today. So sit back, relax, and enjoy this throwback episode from 2021! Here are some power takeaways from today’s conversation: The difference between bonus depreciation and cost segregation Cash-on-cash return vs. IRR return How to screen out the metrics you don’t like Understanding the different types of deals Class A vs. Class B Why a triple-net lease makes sense Selling a property or holding it Episode Highlights: [06:48] Bonus Depreciation vs. Cost Segregation Cost segregation and bonus depreciation are both tax strategies that allow for accelerated depreciation of assets. Cost segregation involves conducting a study on a property to identify personal property separate from real property. This allows for the separate components to be depreciated over five, seven, or ten years, rather than the typical 27.5-year straight-line depreciation for residential properties and 39 years for commercial properties. On the other hand, bonus depreciation is a provision in the 2017 Tax Cuts and Jobs Act that allows for a 100% depreciation deduction in year one for assets that could only be depreciated at 50% or lower percentages. While this provides a large tax deduction in year one, it also leads to depreciation recapture when the asset is sold. This means that the deferred depreciation is added back to the gain from the sale and taxed at a higher rate of 25%. However, reinvesting the proceeds in a new syndication can offset the recapture and the tax deferral can continue, similar to a 1031 exchange. [12:28] Cash-on-Cash Return vs. IRR Return The cash-on-cash return for ATMs is 25%, which is higher than the typical 6-12% for most syndications. However, it's important to note that ATMs are different from other assets because they don't have any returns at the end as the asset depreciates and isn't sold like an apartment complex. Cash on cash return is calculated by dividing the annual cash flow by the capital invested, while the Internal Rate of Return (IRR) takes into account the time value of money and looks at the total return on investment over time. In typical real estate deals, the IRR is higher because the annual returns are compounded over the life of the investment and there are sales proceeds that contribute to the return of capital. However, with ATMs, there is very little return on capital and virtually no sales proceeds, which is why the cash-on-cash return may be higher than the IRR. Overall, ATMs are an outlier in terms of their unique characteristics compared to other assets. [34:48] Navigating Investment Priorities and Tax Advantages in Real Estate Syndications Syndicators often prioritize either cashflow or appreciation in their deals, although it's common to have elements of both. It's worth noting that some syndicators utilize tax advantages such as cost segregation and bonus depreciation while others do not, so it's important to ask about this when evaluating an investment opportunity. While taxes shouldn't be the sole reason for investing, it's vital to speak with the sponsor to determine whether the investment is geared towards cashflow or appreciation. Typically, if the pro forma shows a smaller early-year cash-on-cash return with a larger gain projected in the future, it's an indication that the investment is focused on appreciation In today's episode, which was originally released in November 2021, we feature Dan Bartholomew, a financial advisor and friend of Jim Pfeifer, who was new to passive investing in syndications. After listening to the podcast for a couple of months, he had accumulated a list of questions for Jim, which led to this informative episode where each question was discussed in detail. This is the perfect episode for those just starting out in passive investing and struggling to comprehend some of the common terms used in the LFI community. This episode is often used as a resource for new investors. This episode is being republished because all the topics discussed are still relevant today. So sit back, relax, and enjoy this throwback episode from 2021!

Here are some power takeaways from today’s conversation:

  • The difference between bonus depreciation and cost segregation
  • Cash-on-cash return vs. IRR return
  • How to screen out the metrics you don’t like
  • Understanding the different types of deals
  • Class A vs. Class B
  • Why a triple-net lease makes sense
  • Selling a property or holding it


Episode Highlights:

[06:48] Bonus Depreciation vs. Cost Segregation

Cost segregation and bonus depreciation are both tax strategies that allow for accelerated depreciation of assets. Cost segregation involves conducting a study on a property to identify personal property separate from real property. This allows for the separate components to be depreciated over five, seven, or ten years, rather than the typical 27.5-year straight-line depreciation for residential properties and 39 years for commercial properties. On the other hand, bonus depreciation is a provision in the 2017 Tax Cuts and Jobs Act that allows for a 100% depreciation deduction in year one for assets that could only be depreciated at 50% or lower percentages. While this provides a large tax deduction in year one, it also leads to depreciation recapture when the asset is sold. This means that the deferred depreciation is added back to the gain from the sale and taxed at a higher rate of 25%. However, reinvesting the proceeds in a new syndication can offset the recapture and the tax deferral can continue, similar to a 1031 exchange.

[12:28] Cash-on-Cash Return vs. IRR Return

The cash-on-cash return for ATMs is 25%, which is higher than the typical 6-12% for most syndications. However, it's important to note that ATMs are different from other assets because they don't have any returns at the end as the asset depreciates and isn't sold like an apartment complex. Cash on cash return is calculated by dividing the annual cash flow by the capital invested, while the Internal Rate of Return (IRR) takes into account the time value of money and looks at the total return on investment over time. In typical real estate deals, the IRR is higher because the annual returns are compounded over the life of the investment and there are sales proceeds that contribute to the return of capital. However, with ATMs, there is very little return on capital and virtually no sales proceeds, which is why the cash-on-cash return may be higher than the IRR. Overall, ATMs are an outlier in terms of their unique characteristics compared to other assets.

[34:48] Navigating Investment Priorities and Tax Advantages in Real Estate Syndications

Syndicators often prioritize either cashflow or appreciation in their deals, although it's common to have elements of both. It's worth noting that some syndicators utilize tax advantages such as cost segregation and bonus depreciation while others do not, so it's important to ask about this when evaluating an investment opportunity. While taxes shouldn't be the sole reason for investing, it's vital to speak with the sponsor to determine whether the investment is geared towards cashflow or appreciation. Typically, if the pro forma shows a smaller early-year cash-on-cash return with a larger gain projected in the future, it's an indication that the investment is focused on appreciation

]]> 3883 no IS41 - LFI Spotlight With Eric Hertica https://www.leftfieldinvestors.com/is41-lfi-spotlight-with-eric-hertica This week’s guest was Infielder Eric Hertica. Eric has worn a few hats on his journey to passive investing but is excited to have found a community to network with and get educated on the space. Eric had some good advice for those that are looking at syndications and hopes to continue to diversify in the syndication space. Check out the recording!   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 24 May 2023 07:00:00 -0000 IS41 - LFI Spotlight With Eric Hertica full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s guest was Infielder Eric Hertica. Eric has worn a few hats on his journey to passive investing but is excited to have found a community to network with and get educated on the space. Eric had some good advice for those that are looking at syndications and hopes to continue to diversify in the syndication space. Check out the recording!</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://www.leftfieldinvestors.com/is41-lfi-spotlight-with-eric-hertica">here</a>. </p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> This week’s guest was Infielder Eric Hertica. Eric has worn a few hats on his journey to passive investing but is excited to have found a community to network with and get educated on the space. Eric had some good advice for those that are looking at syndications and hopes to continue to diversify in the syndication space. Check out the recording!   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week’s guest was Infielder Eric Hertica. Eric has worn a few hats on his journey to passive investing but is excited to have found a community to network with and get educated on the space. Eric had some good advice for those that are looking at syndications and hopes to continue to diversify in the syndication space. Check out the recording!

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1234 no 117. Balancing Risk and Reward: Key Takeaways from Shelly Hod Moyal's Discussion on Angel Investing https://share.transistor.fm/s/ce022820 Building a successful startup takes more than just a great product idea and a talented team. It also requires careful management of resources, effective decision-making, and a thorough understanding of the market and competition.  In this episode, Shelly Hod Moyal shares her insights on venture capital and investing strategies, addressing key concepts like managing dilution and diversification, balancing personal investing requirements with potential returns, and determining whether a deal is a good deal.  Learn how to maximize returns and manage risks in venture capital investing with expert advice from Shelly Hod Moyal, co-founder and co-CEO of iAngels. About Our Guest Shelly Hod Moyal is a finance and investing expert, having built her career on Wall St. prior to co-founding iAngels. As the co-CEO, she works with global investors to invest in some of Israel’s best startups. As a GP and Kellogg MBA alumna, Shelly holds numerous board positions and is actively involved in bringing value to iAngels portfolio companies. Living in Tel Aviv, Shelly and her husband have 4 children, and as a passionate art aficionado, Shelly is a member of Yedidim at Bat Sheva and Tel Aviv Museum of Art, as well as Laniado Hospital Here are some power takeaways from today’s conversation: Defining venture capital  Managing dilution and diversification Balancing personal investing requirements with potential returns Determining allocation  to a down round Discerning if a deal is a good deal Offsetting the write-offs Episode Highlights: [08:43] What is Venture Capital and How It Works As an investor, investing in different rounds of a company involves taking different risks and potentially earning different returns. The earlier the round, the more risk and potential for high reward there is. Dilution is a common issue that requires reinvestment to maintain ownership percentage. Venture capital investments are illiquid and require a long-term mindset that entails holding onto the investment until the company goes public or gets acquired to receive returns. To protect ownership percentage, anti-dilution provisions can be negotiated. [12:38] Managing Dilution and Diversification in Venture Capital Investing Venture capital investing requires a careful consideration of dilution and diversification to minimize risk and maximize returns. Each round of funding dilutes your percentage of ownership by approximately 25-30%, and investing in individual companies carries a high failure rate. Building a diversified portfolio and keeping funds available for follow-on investments can help manage these risks. It's important to remain defensive in situations where you need to protect your investments and to invest in around 20 companies to reduce risk. [18:21] Balancing Personal Investing Requirements With Potential Returns Investors may agree with the value of a company but choose not to invest based on their personal investing requirements, risk tolerance, and potential for returns. It's common for angel investors to stop investing when the valuation becomes too high or if they are already heavily invested in a particular opportunity. Ultimately, the decision to continue investing in a venture capital opportunity requires weighing the potential risks and returns against your investment goals.  Resources Mentioned: https://www.iangels.com/ Sun, 21 May 2023 08:00:00 -0000 117. Balancing Risk and Reward: Key Takeaways from Shelly Hod Moyal's Discussion on Angel Investing full 117 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Building a successful startup takes more than just a great product idea and a talented team. It also requires careful management of resources, effective decision-making, and a thorough understanding of the market and competition. </p><p>In this episode, Shelly Hod Moyal shares her insights on venture capital and investing strategies, addressing key concepts like managing dilution and diversification, balancing personal investing requirements with potential returns, and determining whether a deal is a good deal. </p><p>Learn how to maximize returns and manage risks in venture capital investing with expert advice from Shelly Hod Moyal, co-founder and co-CEO of iAngels.</p><p><strong>About Our Guest<br></strong><br></p><p>Shelly Hod Moyal is a finance and investing expert, having built her career on Wall St. prior to co-founding iAngels. As the co-CEO, she works with global investors to invest in some of Israel’s best startups. As a GP and Kellogg MBA alumna, Shelly holds numerous board positions and is actively involved in bringing value to iAngels portfolio companies. Living in Tel Aviv, Shelly and her husband have 4 children, and as a passionate art aficionado, Shelly is a member of Yedidim at Bat Sheva and Tel Aviv Museum of Art, as well as Laniado Hospital</p><p><strong>Here are some power takeaways from today’s conversation:</strong></p><ul><li>Defining venture capital </li><li>Managing dilution and diversification</li><li>Balancing personal investing requirements with potential returns</li><li>Determining allocation  to a down round</li><li>Discerning if a deal is a good deal</li><li>Offsetting the write-offs</li></ul><p><br></p><p><strong>Episode Highlights:<br></strong><br></p><p><strong>[08:43] What is Venture Capital and How It Works<br></strong><br></p><p>As an investor, investing in different rounds of a company involves taking different risks and potentially earning different returns. The earlier the round, the more risk and potential for high reward there is. Dilution is a common issue that requires reinvestment to maintain ownership percentage. Venture capital investments are illiquid and require a long-term mindset that entails holding onto the investment until the company goes public or gets acquired to receive returns. To protect ownership percentage, anti-dilution provisions can be negotiated.</p><p><strong>[12:38] Managing Dilution and Diversification in Venture Capital Investing<br></strong><br></p><p>Venture capital investing requires a careful consideration of dilution and diversification to minimize risk and maximize returns. Each round of funding dilutes your percentage of ownership by approximately 25-30%, and investing in individual companies carries a high failure rate. Building a diversified portfolio and keeping funds available for follow-on investments can help manage these risks. It's important to remain defensive in situations where you need to protect your investments and to invest in around 20 companies to reduce risk.</p><p><strong>[18:21] Balancing Personal Investing Requirements With Potential Returns<br></strong><br></p><p>Investors may agree with the value of a company but choose not to invest based on their personal investing requirements, risk tolerance, and potential for returns. It's common for angel investors to stop investing when the valuation becomes too high or if they are already heavily invested in a particular opportunity. Ultimately, the decision to continue investing in a venture capital opportunity requires weighing the potential risks and returns against your investment goals. </p><p><strong>Resources Mentioned:<br></strong><br></p><p><a href="https://www.iangels.com/">https://www.iangels.com/</a></p> Building a successful startup takes more than just a great product idea and a talented team. It also requires careful management of resources, effective decision-making, and a thorough understanding of the market and competition.  In this episode, Shelly Hod Moyal shares her insights on venture capital and investing strategies, addressing key concepts like managing dilution and diversification, balancing personal investing requirements with potential returns, and determining whether a deal is a good deal.  Learn how to maximize returns and manage risks in venture capital investing with expert advice from Shelly Hod Moyal, co-founder and co-CEO of iAngels. About Our Guest Shelly Hod Moyal is a finance and investing expert, having built her career on Wall St. prior to co-founding iAngels. As the co-CEO, she works with global investors to invest in some of Israel’s best startups. As a GP and Kellogg MBA alumna, Shelly holds numerous board positions and is actively involved in bringing value to iAngels portfolio companies. Living in Tel Aviv, Shelly and her husband have 4 children, and as a passionate art aficionado, Shelly is a member of Yedidim at Bat Sheva and Tel Aviv Museum of Art, as well as Laniado Hospital Here are some power takeaways from today’s conversation: Defining venture capital  Managing dilution and diversification Balancing personal investing requirements with potential returns Determining allocation  to a down round Discerning if a deal is a good deal Offsetting the write-offs Episode Highlights: [08:43] What is Venture Capital and How It Works As an investor, investing in different rounds of a company involves taking different risks and potentially earning different returns. The earlier the round, the more risk and potential for high reward there is. Dilution is a common issue that requires reinvestment to maintain ownership percentage. Venture capital investments are illiquid and require a long-term mindset that entails holding onto the investment until the company goes public or gets acquired to receive returns. To protect ownership percentage, anti-dilution provisions can be negotiated. [12:38] Managing Dilution and Diversification in Venture Capital Investing Venture capital investing requires a careful consideration of dilution and diversification to minimize risk and maximize returns. Each round of funding dilutes your percentage of ownership by approximately 25-30%, and investing in individual companies carries a high failure rate. Building a diversified portfolio and keeping funds available for follow-on investments can help manage these risks. It's important to remain defensive in situations where you need to protect your investments and to invest in around 20 companies to reduce risk. [18:21] Balancing Personal Investing Requirements With Potential Returns Investors may agree with the value of a company but choose not to invest based on their personal investing requirements, risk tolerance, and potential for returns. It's common for angel investors to stop investing when the valuation becomes too high or if they are already heavily invested in a particular opportunity. Ultimately, the decision to continue investing in a venture capital opportunity requires weighing the potential risks and returns against your investment goals.  Resources Mentioned: https://www.iangels.com/ Building a successful startup takes more than just a great product idea and a talented team. It also requires careful management of resources, effective decision-making, and a thorough understanding of the market and competition. 

In this episode, Shelly Hod Moyal shares her insights on venture capital and investing strategies, addressing key concepts like managing dilution and diversification, balancing personal investing requirements with potential returns, and determining whether a deal is a good deal. 

Learn how to maximize returns and manage risks in venture capital investing with expert advice from Shelly Hod Moyal, co-founder and co-CEO of iAngels.

About Our Guest

Shelly Hod Moyal is a finance and investing expert, having built her career on Wall St. prior to co-founding iAngels. As the co-CEO, she works with global investors to invest in some of Israel’s best startups. As a GP and Kellogg MBA alumna, Shelly holds numerous board positions and is actively involved in bringing value to iAngels portfolio companies. Living in Tel Aviv, Shelly and her husband have 4 children, and as a passionate art aficionado, Shelly is a member of Yedidim at Bat Sheva and Tel Aviv Museum of Art, as well as Laniado Hospital

Here are some power takeaways from today’s conversation:

  • Defining venture capital 
  • Managing dilution and diversification
  • Balancing personal investing requirements with potential returns
  • Determining allocation  to a down round
  • Discerning if a deal is a good deal
  • Offsetting the write-offs


Episode Highlights:

[08:43] What is Venture Capital and How It Works

As an investor, investing in different rounds of a company involves taking different risks and potentially earning different returns. The earlier the round, the more risk and potential for high reward there is. Dilution is a common issue that requires reinvestment to maintain ownership percentage. Venture capital investments are illiquid and require a long-term mindset that entails holding onto the investment until the company goes public or gets acquired to receive returns. To protect ownership percentage, anti-dilution provisions can be negotiated.

[12:38] Managing Dilution and Diversification in Venture Capital Investing

Venture capital investing requires a careful consideration of dilution and diversification to minimize risk and maximize returns. Each round of funding dilutes your percentage of ownership by approximately 25-30%, and investing in individual companies carries a high failure rate. Building a diversified portfolio and keeping funds available for follow-on investments can help manage these risks. It's important to remain defensive in situations where you need to protect your investments and to invest in around 20 companies to reduce risk.

[18:21] Balancing Personal Investing Requirements With Potential Returns

Investors may agree with the value of a company but choose not to invest based on their personal investing requirements, risk tolerance, and potential for returns. It's common for angel investors to stop investing when the valuation becomes too high or if they are already heavily invested in a particular opportunity. Ultimately, the decision to continue investing in a venture capital opportunity requires weighing the potential risks and returns against your investment goals. 

Resources Mentioned:

https://www.iangels.com/

]]> 2803 no IS40 - LFI Website Improvements Spotlight https://www.leftfieldinvestors.com/is40-lfi-website-improvements-spotlight This week, Infielder Pat Wills joined me on the podcast to share some highlights of the website improvements that we have implemented. Listen in to learn about all of the enhancements that have been made to LeftFieldInvestors.com. There have been improvements to the forum, more flexibility for users, and lots of improvements to the structure which will allow the community to continue to grow without the need of overhauling our site again for a while. We are very excited about these improvements.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 17 May 2023 07:00:00 -0000 IS40 - LFI Website Improvements Spotlight full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week, Infielder Pat Wills joined me on the podcast to share some highlights of the website improvements that we have implemented. Listen in to learn about all of the enhancements that have been made to <a href="http://LeftFieldInvestors.com">LeftFieldInvestors.com</a>. There have been improvements to the forum, more flexibility for users, and lots of improvements to the structure which will allow the community to continue to grow without the need of overhauling our site again for a while. We are very excited about these improvements.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://www.leftfieldinvestors.com/is40-lfi-website-improvements-spotlight">here</a>. </p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> This week, Infielder Pat Wills joined me on the podcast to share some highlights of the website improvements that we have implemented. Listen in to learn about all of the enhancements that have been made to LeftFieldInvestors.com. There have been improvements to the forum, more flexibility for users, and lots of improvements to the structure which will allow the community to continue to grow without the need of overhauling our site again for a while. We are very excited about these improvements.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week, Infielder Pat Wills joined me on the podcast to share some highlights of the website improvements that we have implemented. Listen in to learn about all of the enhancements that have been made to LeftFieldInvestors.com. There have been improvements to the forum, more flexibility for users, and lots of improvements to the structure which will allow the community to continue to grow without the need of overhauling our site again for a while. We are very excited about these improvements.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1377 no 116. From Whiskey To Watches: Investing In Collectables With Rich Vinhais https://leftfieldinvestors.com/116-from-whiskey-to-watches-investing-in-collectables-with-rich-vinhais Collections aren't just for show and tell: they can investment as well as a passion project. The collector's community is rapidly growing, and now might be the time to leverage the market potential to turn your hobby into a smart investment strategy. In today’s episode, Jim Pfeifer interviews Rich Vinhais, CEO of WAX Insurance Services, a company specializing in the collection and protection of rare items. As the collector's community expands and becomes more main stream, Rich offers valuable insight on how to turn a collectors passion into an investment strategy. He delves into the unique world of collecting and how it is becoming an investment space that differs from traditional passive investing. Tune in now and learn all about the collectors’ community and how you can get involved!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 14 May 2023 07:00:00 -0000 116. From Whiskey To Watches: Investing In Collectables With Rich Vinhais full 116 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Collections aren't just for show and tell: they can investment as well as a passion project. The collector's community is rapidly growing, and now might be the time to leverage the market potential to turn your hobby into a smart investment strategy. In today’s episode, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> interviews <a href="https://www.linkedin.com/in/richardvinhais/">Rich Vinhais</a>, CEO of <a href="https://www.instagram.com/waxcollect/">WAX Insurance Services</a>, a company specializing in the collection and protection of rare items. As the collector's community expands and becomes more main stream, Rich offers valuable insight on how to turn a collectors passion into an investment strategy. He delves into the unique world of collecting and how it is becoming an investment space that differs from traditional passive investing. Tune in now and learn all about the collectors’ community and how you can get involved!  </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/116-from-whiskey-to-watches-investing-in-collectables-with-rich-vinhais">here</a>.</p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><strong>Love the show?</strong> Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> Collections aren't just for show and tell: they can investment as well as a passion project. The collector's community is rapidly growing, and now might be the time to leverage the market potential to turn your hobby into a smart investment strategy. In today’s episode, Jim Pfeifer interviews Rich Vinhais, CEO of WAX Insurance Services, a company specializing in the collection and protection of rare items. As the collector's community expands and becomes more main stream, Rich offers valuable insight on how to turn a collectors passion into an investment strategy. He delves into the unique world of collecting and how it is becoming an investment space that differs from traditional passive investing. Tune in now and learn all about the collectors’ community and how you can get involved!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Collections aren't just for show and tell: they can investment as well as a passion project. The collector's community is rapidly growing, and now might be the time to leverage the market potential to turn your hobby into a smart investment strategy. In today’s episode, Jim Pfeifer interviews Rich Vinhais, CEO of WAX Insurance Services, a company specializing in the collection and protection of rare items. As the collector's community expands and becomes more main stream, Rich offers valuable insight on how to turn a collectors passion into an investment strategy. He delves into the unique world of collecting and how it is becoming an investment space that differs from traditional passive investing. Tune in now and learn all about the collectors’ community and how you can get involved! 

To see the full show notes and transcript, click here.


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 2505 no IS39 - Ryan Stieg On The LFI Spotlight https://www.leftfieldinvestors.com/is39-ryan-stieg-on-the-lfi-spotlight This week on the LFI Spotlight, I was joined by fellow LFI Founder Ryan Stieg. Ryan shared his journey from being in the insurance business to an accidental landlord. Ryan talked about getting involved in Turnkey real estate investing and them migrating to the syndication space eventually. He gave good advice around taking action and networking. Check out the rest of the episode!   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 10 May 2023 07:00:00 -0000 IS39 - Ryan Stieg On The LFI Spotlight full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week on the LFI Spotlight, I was joined by fellow LFI Founder Ryan Stieg. Ryan shared his journey from being in the insurance business to an accidental landlord. Ryan talked about getting involved in Turnkey real estate investing and them migrating to the syndication space eventually. He gave good advice around taking action and networking. Check out the rest of the episode!</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://www.leftfieldinvestors.com/is39-ryan-stieg-on-the-lfi-spotlight">here</a>. </p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> This week on the LFI Spotlight, I was joined by fellow LFI Founder Ryan Stieg. Ryan shared his journey from being in the insurance business to an accidental landlord. Ryan talked about getting involved in Turnkey real estate investing and them migrating to the syndication space eventually. He gave good advice around taking action and networking. Check out the rest of the episode!   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week on the LFI Spotlight, I was joined by fellow LFI Founder Ryan Stieg. Ryan shared his journey from being in the insurance business to an accidental landlord. Ryan talked about getting involved in Turnkey real estate investing and them migrating to the syndication space eventually. He gave good advice around taking action and networking. Check out the rest of the episode!

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1268 no 115. Diversification: How To Diversify Your Investments And Build A Multi-Million Dollar Real Estate Portfolio With J Scott https://leftfieldinvestors.com/115-diversification-how-to-diversify-your-investments-and-build-a-multi-million-dollar-real-estate-portfolio-with-j-scott Success is not found in comfort, but in the boldness to pursue your passion. In this episode,  J Scott shares his journey from flipping houses through apartment syndication. He shares how he and his wife left the corporate world and jumped in to flipping houses and how they built their business from there. Along the way, J wrote The Book on Flipping Houses which has sold over 350,000 copies worldwide and he recently released his latest book, Real Estate by the Numbers. In this episode, he offers valuable insights into the strategies and lessons he has learned along the way, including always being open to new opportunities and diversifying your investments. Tune in to this episode to learn from J’s expertise and experience in the world of real estate. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 07 May 2023 07:00:00 -0000 115. Diversification: How To Diversify Your Investments And Build A Multi-Million Dollar Real Estate Portfolio With J Scott full 115 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Success is not found in comfort, but in the boldness to pursue your passion. In this episode, <a href="http://www.connectwithjscott.com"> J Scott</a> shares his journey from flipping houses through apartment syndication. He shares how he and his wife left the corporate world and jumped in to flipping houses and how they built their business from there. Along the way, J wrote <a href="https://www.scribd.com/book/439690038/The-Book-on-Flipping-Houses-How-to-Buy-Rehab-and-Resell-Residential-Properties?utm_medium=cpc&amp;utm_source=google_search&amp;utm_campaign=3Q_Google_DSA_NB_RoW&amp;utm_term=&amp;utm_device=c&amp;gclid=CjwKCAjwrJ-hBhB7EiwAuyBVXQs2mkbSCyL6KofR5pFGz79UDaPh_QhywUL3wi5hfeJrq6cFfUQHGRoCavQQAvD_BwE"><em>The Book on Flipping Houses</em></a> which has sold over 350,000 copies worldwide and he recently released his latest book, <a href="https://www.amazon.com/Real-Estate-Numbers-J-Scott/dp/1947200216"><em>Real Estate by the Numbers</em></a>. In this episode, he offers valuable insights into the strategies and lessons he has learned along the way, including always being open to new opportunities and diversifying your investments. Tune in to this episode to learn from J’s expertise and experience in the world of real estate.</p><p><br></p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/115-diversification-how-to-diversify-your-investments-and-build-a-multi-million-dollar-real-estate-portfolio-with-j-scott">here</a>. </p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p><br></p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><strong>Love the show?</strong> Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> Success is not found in comfort, but in the boldness to pursue your passion. In this episode,  J Scott shares his journey from flipping houses through apartment syndication. He shares how he and his wife left the corporate world and jumped in to flipping houses and how they built their business from there. Along the way, J wrote The Book on Flipping Houses which has sold over 350,000 copies worldwide and he recently released his latest book, Real Estate by the Numbers. In this episode, he offers valuable insights into the strategies and lessons he has learned along the way, including always being open to new opportunities and diversifying your investments. Tune in to this episode to learn from J’s expertise and experience in the world of real estate. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Success is not found in comfort, but in the boldness to pursue your passion. In this episode,  J Scott shares his journey from flipping houses through apartment syndication. He shares how he and his wife left the corporate world and jumped in to flipping houses and how they built their business from there. Along the way, J wrote The Book on Flipping Houses which has sold over 350,000 copies worldwide and he recently released his latest book, Real Estate by the Numbers. In this episode, he offers valuable insights into the strategies and lessons he has learned along the way, including always being open to new opportunities and diversifying your investments. Tune in to this episode to learn from J’s expertise and experience in the world of real estate.


To see the full show notes and transcript, click here. 


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 3343 no IS38 - Tribevest Enhancements In The LFI Spotlight https://leftfieldinvestors.com/is38-tribevest-enhancements-in-the-lfi-spotlight This week’s episode features a spotlight on Tribevest, one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.   Brittany Barchalk, the Head of Marketing at Tribevest, joined us to talk about enhancements they’ve developed with their product this year.    First, the Open Tribe concept was rolled out earlier this year which allows for a Tribe to be formed by the community but managed by the team at Tribevest instead of one of the community members. This is a great asset so that all the participants in the Tribe can remain passive as it pertains to the Tribe itself. Additionally, Brittany shares the roll out of a new product the Tribevest Wallet. This allows for much easier fund transfers for those that are in multiple Tribes and should reduce the number of wires needed with investment through those Tribes. Lastly, Brittany mentioned a new enhancement that will be coming to the community soon called Pro-Tribe. More details to come on this as the development finalizes.   If you would like to connect with Brittany, you can reach her at brittany@tribevest.com or you can find anyone on the team at their website https://www.tribevest.com/.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 03 May 2023 07:00:00 -0000 IS38 - Tribevest Enhancements In The LFI Spotlight full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features a spotlight on Tribevest, one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.</p><p> </p><p>Brittany Barchalk, the Head of Marketing at Tribevest, joined us to talk about enhancements they’ve developed with their product this year. </p><p> </p><p>First, the Open Tribe concept was rolled out earlier this year which allows for a Tribe to be formed by the community but managed by the team at Tribevest instead of one of the community members. This is a great asset so that all the participants in the Tribe can remain passive as it pertains to the Tribe itself. Additionally, Brittany shares the roll out of a new product the Tribevest Wallet. This allows for much easier fund transfers for those that are in multiple Tribes and should reduce the number of wires needed with investment through those Tribes. Lastly, Brittany mentioned a new enhancement that will be coming to the community soon called Pro-Tribe. More details to come on this as the development finalizes.</p><p> </p><p>If you would like to connect with Brittany, you can reach her at <a href="mailto:brittany@tribevest.com">brittany@tribevest.com</a> or you can find anyone on the team at their website <a href="https://www.tribevest.com/">https://www.tribevest.com/</a>.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is38-tribevest-enhancements-in-the-lfi-spotlight">here</a>. </p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> This week’s episode features a spotlight on Tribevest, one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.   Brittany Barchalk, the Head of Marketing at Tribevest, joined us to talk about enhancements they’ve developed with their product this year.    First, the Open Tribe concept was rolled out earlier this year which allows for a Tribe to be formed by the community but managed by the team at Tribevest instead of one of the community members. This is a great asset so that all the participants in the Tribe can remain passive as it pertains to the Tribe itself. Additionally, Brittany shares the roll out of a new product the Tribevest Wallet. This allows for much easier fund transfers for those that are in multiple Tribes and should reduce the number of wires needed with investment through those Tribes. Lastly, Brittany mentioned a new enhancement that will be coming to the community soon called Pro-Tribe. More details to come on this as the development finalizes.   If you would like to connect with Brittany, you can reach her at brittany@tribevest.com or you can find anyone on the team at their website https://www.tribevest.com/.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week’s episode features a spotlight on Tribevest, one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.

 

Brittany Barchalk, the Head of Marketing at Tribevest, joined us to talk about enhancements they’ve developed with their product this year. 

 

First, the Open Tribe concept was rolled out earlier this year which allows for a Tribe to be formed by the community but managed by the team at Tribevest instead of one of the community members. This is a great asset so that all the participants in the Tribe can remain passive as it pertains to the Tribe itself. Additionally, Brittany shares the roll out of a new product the Tribevest Wallet. This allows for much easier fund transfers for those that are in multiple Tribes and should reduce the number of wires needed with investment through those Tribes. Lastly, Brittany mentioned a new enhancement that will be coming to the community soon called Pro-Tribe. More details to come on this as the development finalizes.

 

If you would like to connect with Brittany, you can reach her at brittany@tribevest.com or you can find anyone on the team at their website https://www.tribevest.com/.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 890 no 114. Why You Should Invest Passively In Short-Term Rentals With Sief Khafagi https://leftfieldinvestors.com/114-why-you-should-invest-passively-in-short-term-rentals-with-sief-khafagi/ The world of investing is so vast that choosing an asset class can be a challenge in itself, especially when you’re considering becoming a passive investor. But if you are a fan of investing in an emerging asset class, then you should consider short-term rentals. In this episode, Jim Pfeifer interviews Sief Khafagi, the Co-founder of Techvestor—a company that helps people passively invest in short-term rentals. Merging tech in the business, Sief introduces an easier path for people to invest in this asset with a focus on higher cash flow and achieving lifestyle by design. He shares with us the origin story of Techvestor, how they build their portfolio, and how their processes are set up for investors. He then dives deep into why investors should consider investing in short-term rentals and how to do it effectively in a passive way along with different properties. In an ever-changing market, you need an asset class that is durable. Don’t miss out on this conversation to find out why short-term rentals can be that for you! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 30 Apr 2023 07:00:00 -0000 114. Why You Should Invest Passively In Short-Term Rentals With Sief Khafagi full 114 PassivePockets, Jim Pfeifer, and Left Field Investors <p>The world of investing is so vast that choosing an asset class can be a challenge in itself, especially when you’re considering becoming a passive investor. But if you are a fan of investing in an emerging asset class, then you should consider short-term rentals. In this episode, Jim Pfeifer interviews Sief Khafagi, the Co-founder of Techvestor—a company that helps people passively invest in short-term rentals. Merging tech in the business, Sief introduces an easier path for people to invest in this asset with a focus on higher cash flow and achieving lifestyle by design. He shares with us the origin story of Techvestor, how they build their portfolio, and how their processes are set up for investors. He then dives deep into why investors should consider investing in short-term rentals and how to do it effectively in a passive way along with different properties. In an ever-changing market, you need an asset class that is durable. Don’t miss out on this conversation to find out why short-term rentals can be that for you!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/114-why-you-should-invest-passively-in-short-term-rentals-with-sief-khafagi">here</a>.</p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><br></p><p>Love the show? Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> The world of investing is so vast that choosing an asset class can be a challenge in itself, especially when you’re considering becoming a passive investor. But if you are a fan of investing in an emerging asset class, then you should consider short-term rentals. In this episode, Jim Pfeifer interviews Sief Khafagi, the Co-founder of Techvestor—a company that helps people passively invest in short-term rentals. Merging tech in the business, Sief introduces an easier path for people to invest in this asset with a focus on higher cash flow and achieving lifestyle by design. He shares with us the origin story of Techvestor, how they build their portfolio, and how their processes are set up for investors. He then dives deep into why investors should consider investing in short-term rentals and how to do it effectively in a passive way along with different properties. In an ever-changing market, you need an asset class that is durable. Don’t miss out on this conversation to find out why short-term rentals can be that for you! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ The world of investing is so vast that choosing an asset class can be a challenge in itself, especially when you’re considering becoming a passive investor. But if you are a fan of investing in an emerging asset class, then you should consider short-term rentals. In this episode, Jim Pfeifer interviews Sief Khafagi, the Co-founder of Techvestor—a company that helps people passively invest in short-term rentals. Merging tech in the business, Sief introduces an easier path for people to invest in this asset with a focus on higher cash flow and achieving lifestyle by design. He shares with us the origin story of Techvestor, how they build their portfolio, and how their processes are set up for investors. He then dives deep into why investors should consider investing in short-term rentals and how to do it effectively in a passive way along with different properties. In an ever-changing market, you need an asset class that is durable. Don’t miss out on this conversation to find out why short-term rentals can be that for you!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 3001 no IS37 - LFI Spotlight With Mike Abramowitz https://leftfieldinvestors.com/is37-lfi-spotlight-with-mike-abramowitz Episode 37 of the LFI Spot Light features Infielder Mike Abramowitz. Mike's journey includes working in several entrepreneur businesses and getting to a point where he coaches struggling entrepreneurs to a better structured business. Mike is developing his passive wealth to help support his ventures and has some good tips for those that are developing their wealth as well.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. Wed, 26 Apr 2023 07:00:00 -0000 IS37 - LFI Spotlight With Mike Abramowitz full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Episode 37 of the LFI Spot Light features Infielder Mike Abramowitz. Mike's journey includes working in several entrepreneur businesses and getting to a point where he coaches struggling entrepreneurs to a better structured business. Mike is developing his passive wealth to help support his ventures and has some good tips for those that are developing their wealth as well.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p> Episode 37 of the LFI Spot Light features Infielder Mike Abramowitz. Mike's journey includes working in several entrepreneur businesses and getting to a point where he coaches struggling entrepreneurs to a better structured business. Mike is developing his passive wealth to help support his ventures and has some good tips for those that are developing their wealth as well.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. Episode 37 of the LFI Spot Light features Infielder Mike Abramowitz. Mike's journey includes working in several entrepreneur businesses and getting to a point where he coaches struggling entrepreneurs to a better structured business. Mike is developing his passive wealth to help support his ventures and has some good tips for those that are developing their wealth as well.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

]]> 1513 no 113. Navigating The Multifamily Market: Strategies For The Hands-Off Investor With Brian Burke https://leftfieldinvestors.com/113-navigating-the-multifamily-market-strategies-for-the-hands-off-investor-with-brian-burke Passive investing is not just about finding the right deal; it’s about finding the right sponsor who has the discipline, experience, and integrity to deliver consistent results for their investors through the ups and downs of the market. In this episode, Jim Pfeifer interviews Brian Burke, the CEO and Founder of Praxis Capital, about his journey to becoming a syndicator and authoring one of the most popular books on passive investing for investors, The Hands-Off Investor. Brian shares his experiences and insights on the multifamily market and its trends, as well as where he thinks it’s headed. He also discusses different strategies such as how passive investors should change their analysis of a deal when cap rates, interest rates, and rent growth are in different places, and how to spread risk among different sponsors, property types, and asset classes. Tune in to learn how to invest passively and effectively in the multifamily market. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 23 Apr 2023 07:00:00 -0000 113. Navigating The Multifamily Market: Strategies For The Hands-Off Investor With Brian Burke full 113 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Passive investing is not just about finding the right deal; it’s about finding the right sponsor who has the discipline, experience, and integrity to deliver consistent results for their investors through the ups and downs of the market. In this episode, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> interviews <a href="https://www.linkedin.com/in/praxiscapital/">Brian Burke</a>, the CEO and Founder of <a href="https://praxcap.com/">Praxis Capital</a>, about his journey to becoming a syndicator and authoring one of the most popular books on passive investing for investors, <a href="https://www.amazon.com/gp/product/1947200275/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=9325&amp;creativeASIN=1947200275&amp;linkCode=as2&amp;tag=leftfieldinve-20&amp;linkId=8449f78f1806e2842ec3dc2b048a759a">The Hands-Off Investor</a>. Brian shares his experiences and insights on the multifamily market and its trends, as well as where he thinks it’s headed. He also discusses different strategies such as how passive investors should change their analysis of a deal when cap rates, interest rates, and rent growth are in different places, and how to spread risk among different sponsors, property types, and asset classes. Tune in to learn how to invest passively and effectively in the multifamily market. </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/113-navigating-the-multifamily-market-strategies-for-the-hands-off-investor-with-brian-burke">here</a>.</p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><br></p><p>Love the show? Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> Passive investing is not just about finding the right deal; it’s about finding the right sponsor who has the discipline, experience, and integrity to deliver consistent results for their investors through the ups and downs of the market. In this episode, Jim Pfeifer interviews Brian Burke, the CEO and Founder of Praxis Capital, about his journey to becoming a syndicator and authoring one of the most popular books on passive investing for investors, The Hands-Off Investor. Brian shares his experiences and insights on the multifamily market and its trends, as well as where he thinks it’s headed. He also discusses different strategies such as how passive investors should change their analysis of a deal when cap rates, interest rates, and rent growth are in different places, and how to spread risk among different sponsors, property types, and asset classes. Tune in to learn how to invest passively and effectively in the multifamily market. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Passive investing is not just about finding the right deal; it’s about finding the right sponsor who has the discipline, experience, and integrity to deliver consistent results for their investors through the ups and downs of the market. In this episode, Jim Pfeifer interviews Brian Burke, the CEO and Founder of Praxis Capital, about his journey to becoming a syndicator and authoring one of the most popular books on passive investing for investors, The Hands-Off Investor. Brian shares his experiences and insights on the multifamily market and its trends, as well as where he thinks it’s headed. He also discusses different strategies such as how passive investors should change their analysis of a deal when cap rates, interest rates, and rent growth are in different places, and how to spread risk among different sponsors, property types, and asset classes. Tune in to learn how to invest passively and effectively in the multifamily market.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 3221 no IS36 - LFI Spotlight With Whitney Elkins - Hutten https://leftfieldinvestors.com/is36-lfi-spotlight-with-whitney-elkins-hutten Joining us today was Whitney Elkins-Hutten from Passiveinvesting.com. Whitney talks about her personal journey into the passive investing world that she manages alongside her responsibilities with PIC. Listen to her lessons learned tips that she's developed as an LP.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 19 Apr 2023 07:00:00 -0000 IS36 - LFI Spotlight With Whitney Elkins - Hutten full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Joining us today was Whitney Elkins-Hutten from <a href="http://Passiveinvesting.com">Passiveinvesting.com</a>. Whitney talks about her personal journey into the passive investing world that she manages alongside her responsibilities with PIC. Listen to her lessons learned tips that she's developed as an LP.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p><br>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is36-lfi-spotlight-with-whitney-elkins-hutten">here</a>. </p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> Joining us today was Whitney Elkins-Hutten from Passiveinvesting.com. Whitney talks about her personal journey into the passive investing world that she manages alongside her responsibilities with PIC. Listen to her lessons learned tips that she's developed as an LP.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Joining us today was Whitney Elkins-Hutten from Passiveinvesting.com. Whitney talks about her personal journey into the passive investing world that she manages alongside her responsibilities with PIC. Listen to her lessons learned tips that she's developed as an LP.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.


To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1360 no 112. Tribevest: Using Open Tribes To Unlock Community Personal Finance With Travis Smith https://leftfieldinvestors.com/112-tribevest-using-open-tribes-to-unlock-community-personal-finance-with-travis-smith Through Open Tribes, Tribevest is empowering groups of investors to come together and achieve financial goals that would have been out of reach individually. When investors work together, they can achieve more than they could ever do on their own. In this episode, Jim Pfeifer interviews Travis Smith, Founder and CEO of Tribevest, about how Tribes can unlock Community Personal Finance. Travis talks about Tribevest and the many innovations and value they offer; including allowing investors to invest as a group with like-minded people, pool their capital, set up their multi-member LLCs, get into more deals than they could on their own and invest with confidence. He shares the many possibilities group investing has to offer. He also dives into the value of investing with like-minded people and using the Power Of Community to maximize your returns. Tune in to learn more about Open Tribes and how Tribevest can help you achieve your financial goals.  To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share!  https://leftfieldinvestors.com/podcast/ Sun, 16 Apr 2023 07:00:00 -0000 112. Tribevest: Using Open Tribes To Unlock Community Personal Finance With Travis Smith full 112 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Through Open Tribes, Tribevest is empowering groups of investors to come together and achieve financial goals that would have been out of reach individually. When investors work together, they can achieve more than they could ever do on their own. In this episode, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> interviews <a href="https://www.linkedin.com/in/travissmithmovethechannel/">Travis Smith</a>, Founder and CEO of <a href="https://www.tribevest.com/">Tribevest</a>, about how Tribes can unlock Community Personal Finance. Travis talks about Tribevest and the many innovations and value they offer; including allowing investors to invest as a group with like-minded people, pool their capital, set up their multi-member LLCs, get into more deals than they could on their own and invest with confidence. He shares the many possibilities group investing has to offer. He also dives into the value of investing with like-minded people and using the Power Of Community to maximize your returns. Tune in to learn more about Open Tribes and how Tribevest can help you achieve your financial goals. </p><p><br></p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/112-tribevest-using-open-tribes-to-unlock-community-personal-finance-with-travis-smith">here</a>. </p><p><br></p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><br></p><p>Love the show? Subscribe, rate, review &amp; share!  <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> Through Open Tribes, Tribevest is empowering groups of investors to come together and achieve financial goals that would have been out of reach individually. When investors work together, they can achieve more than they could ever do on their own. In this episode, Jim Pfeifer interviews Travis Smith, Founder and CEO of Tribevest, about how Tribes can unlock Community Personal Finance. Travis talks about Tribevest and the many innovations and value they offer; including allowing investors to invest as a group with like-minded people, pool their capital, set up their multi-member LLCs, get into more deals than they could on their own and invest with confidence. He shares the many possibilities group investing has to offer. He also dives into the value of investing with like-minded people and using the Power Of Community to maximize your returns. Tune in to learn more about Open Tribes and how Tribevest can help you achieve your financial goals.  To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share!  https://leftfieldinvestors.com/podcast/ Through Open Tribes, Tribevest is empowering groups of investors to come together and achieve financial goals that would have been out of reach individually. When investors work together, they can achieve more than they could ever do on their own. In this episode, Jim Pfeifer interviews Travis Smith, Founder and CEO of Tribevest, about how Tribes can unlock Community Personal Finance. Travis talks about Tribevest and the many innovations and value they offer; including allowing investors to invest as a group with like-minded people, pool their capital, set up their multi-member LLCs, get into more deals than they could on their own and invest with confidence. He shares the many possibilities group investing has to offer. He also dives into the value of investing with like-minded people and using the Power Of Community to maximize your returns. Tune in to learn more about Open Tribes and how Tribevest can help you achieve your financial goals. 


To see the full show notes and transcript, click here. 


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share!  https://leftfieldinvestors.com/podcast/

]]> 2922 no IS35 - LFI Spotlight With Scott Topper https://leftfieldinvestors.com/is35-lfi-spotlight-with-scott-topper Today's podcast is with Infielder Scott Topper. Scott is currently in a tech W2 job in the Chicago area and has been on a journey into the passive investing space. Listen to how Scott has been incorporating investing in real assets along with thriving in his corporate career.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 12 Apr 2023 07:00:00 -0000 IS35 - LFI Spotlight With Scott Topper full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Today's podcast is with Infielder Scott Topper. Scott is currently in a tech W2 job in the Chicago area and has been on a journey into the passive investing space. Listen to how Scott has been incorporating investing in real assets along with thriving in his corporate career.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is35-lfi-spotlight-with-scott-topper">here</a>. </p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> Today's podcast is with Infielder Scott Topper. Scott is currently in a tech W2 job in the Chicago area and has been on a journey into the passive investing space. Listen to how Scott has been incorporating investing in real assets along with thriving in his corporate career.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Today's podcast is with Infielder Scott Topper. Scott is currently in a tech W2 job in the Chicago area and has been on a journey into the passive investing space. Listen to how Scott has been incorporating investing in real assets along with thriving in his corporate career.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1171 no 111. Understanding The Rules Of Investing From The Passive Investing Attorney, Seth Bradley https://leftfieldinvestors.com/111-understanding-the-rules-of-investing-from-the-passive-investing-attorney-seth-bradley/ Passive investing can move people toward financial freedom and away from trading time for money. This is precisely what Seth Bradley has done. He talks with Jim Pfeifer about committing to investing 100% to elevate it from a side hustle to a lucrative business. It is difficult to leave your job without knowing the steps to take and the rules involved in real estate and other passive investments. In this episode, Seth Bradley, the Managing Partner of Law Capital Partners, shares his insights on how investors can educate themselves on those rules and gives tips for how he finds the right fit in people to work with in investing as well as a lawyer’s perspective on evaluating the deals. We don’t always want to read the entire document, especially when there are three typical documents to read in syndication. Seth provides tips on what to look for in the document to save time. Don’t miss this opportunity and dig into Seth's perspective on investing! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 09 Apr 2023 07:00:00 -0000 111. Understanding The Rules Of Investing From The Passive Investing Attorney, Seth Bradley full 111 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Passive investing can move people toward financial freedom and away from trading time for money. This is precisely what <a href="https://www.linkedin.com/in/sethpaulbradley">Seth Bradley</a> has done. He talks with Jim Pfeifer about committing to investing 100% to elevate it from a side hustle to a lucrative business. It is difficult to leave your job without knowing the steps to take and the rules involved in real estate and other passive investments. In this episode, Seth Bradley, the Managing Partner of <a href="https://www.lawcapitalpartners.com/">Law Capital Partners</a>, shares his insights on how investors can educate themselves on those rules and gives tips for how he finds the right fit in people to work with in investing as well as a lawyer’s perspective on evaluating the deals. We don’t always want to read the entire document, especially when there are three typical documents to read in syndication. Seth provides tips on what to look for in the document to save time. Don’t miss this opportunity and dig into Seth's perspective on investing! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/111-understanding-the-rules-of-investing-from-the-passive-investing-attorney-seth-bradley/">here</a>.</p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><br>Love the show? Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> Passive investing can move people toward financial freedom and away from trading time for money. This is precisely what Seth Bradley has done. He talks with Jim Pfeifer about committing to investing 100% to elevate it from a side hustle to a lucrative business. It is difficult to leave your job without knowing the steps to take and the rules involved in real estate and other passive investments. In this episode, Seth Bradley, the Managing Partner of Law Capital Partners, shares his insights on how investors can educate themselves on those rules and gives tips for how he finds the right fit in people to work with in investing as well as a lawyer’s perspective on evaluating the deals. We don’t always want to read the entire document, especially when there are three typical documents to read in syndication. Seth provides tips on what to look for in the document to save time. Don’t miss this opportunity and dig into Seth's perspective on investing! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Passive investing can move people toward financial freedom and away from trading time for money. This is precisely what Seth Bradley has done. He talks with Jim Pfeifer about committing to investing 100% to elevate it from a side hustle to a lucrative business. It is difficult to leave your job without knowing the steps to take and the rules involved in real estate and other passive investments. In this episode, Seth Bradley, the Managing Partner of Law Capital Partners, shares his insights on how investors can educate themselves on those rules and gives tips for how he finds the right fit in people to work with in investing as well as a lawyer’s perspective on evaluating the deals. We don’t always want to read the entire document, especially when there are three typical documents to read in syndication. Seth provides tips on what to look for in the document to save time. Don’t miss this opportunity and dig into Seth's perspective on investing!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 2323 no IS34 - Value Add Vs Turnaround Investing With Josh McCallen https://leftfieldinvestors.com/is34-value-add-vs-turnaround-investing-with-josh-mccallen For today's Spotlight I had the pleasure of discussing value add vs turnaround investing with Josh McCallen from Accountable Equity. Josh talked about his approach to the resort business syndication space and how their model differs from the normal multifamily flips.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 05 Apr 2023 07:00:00 -0000 IS34 - Value Add Vs Turnaround Investing With Josh McCallen full PassivePockets, Jim Pfeifer, and Left Field Investors <p>For today's Spotlight I had the pleasure of discussing value add vs turnaround investing with Josh McCallen from <a href="https://accountableequity.com/">Accountable Equity</a>. Josh talked about his approach to the resort business syndication space and how their model differs from the normal multifamily flips.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is34-value-add-vs-turnaround-investing-with-josh-mccallen">here</a>. </p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> For today's Spotlight I had the pleasure of discussing value add vs turnaround investing with Josh McCallen from Accountable Equity. Josh talked about his approach to the resort business syndication space and how their model differs from the normal multifamily flips.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. For today's Spotlight I had the pleasure of discussing value add vs turnaround investing with Josh McCallen from Accountable Equity. Josh talked about his approach to the resort business syndication space and how their model differs from the normal multifamily flips.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1736 no 110. WebStreet: Investing In Online Businesses With Kyle Kuderewski https://leftfieldinvestors.com/110-webstreet-investing-in-online-businesses-with-kyle-kuderewski Online businesses are a great investment, but many people haven't been able to cash in on this opportunity because they lack the time or expertise to manage an online business effectively. Through this episode, Jim Pfeifer welcomes his guest today to address that problem. Kyle Kuderewski, the Operations Manager at WebStreet, shares how investors can invest in online businesses with WebStreet. There are several monetizations or business types of online business, and one of the most popular is Amazon FBA, fulfilled by Amazon. Kyle also dives into what makes a business sell online. Tune in to this episode, and let's ride into the digital space to sell! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 02 Apr 2023 07:00:00 -0000 110. WebStreet: Investing In Online Businesses With Kyle Kuderewski full 110 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Online businesses are a great investment, but many people haven't been able to cash in on this opportunity because they lack the time or expertise to manage an online business effectively. Through this episode, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> welcomes his guest today to address that problem. <a href="https://www.linkedin.com/in/kkuderew">Kyle Kuderewski</a>, the Operations Manager at <a href="https://webstreet.co/">WebStreet</a>, shares how investors can invest in online businesses with WebStreet. There are several monetizations or business types of online business, and one of the most popular is Amazon FBA, fulfilled by Amazon. Kyle also dives into what makes a business sell online. Tune in to this episode, and let's ride into the digital space to sell!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/110-webstreet-investing-in-online-businesses-with-kyle-kuderewski">here</a>.</p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p><p><br></p><p>Love the show? Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> Online businesses are a great investment, but many people haven't been able to cash in on this opportunity because they lack the time or expertise to manage an online business effectively. Through this episode, Jim Pfeifer welcomes his guest today to address that problem. Kyle Kuderewski, the Operations Manager at WebStreet, shares how investors can invest in online businesses with WebStreet. There are several monetizations or business types of online business, and one of the most popular is Amazon FBA, fulfilled by Amazon. Kyle also dives into what makes a business sell online. Tune in to this episode, and let's ride into the digital space to sell! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Online businesses are a great investment, but many people haven't been able to cash in on this opportunity because they lack the time or expertise to manage an online business effectively. Through this episode, Jim Pfeifer welcomes his guest today to address that problem. Kyle Kuderewski, the Operations Manager at WebStreet, shares how investors can invest in online businesses with WebStreet. There are several monetizations or business types of online business, and one of the most popular is Amazon FBA, fulfilled by Amazon. Kyle also dives into what makes a business sell online. Tune in to this episode, and let's ride into the digital space to sell!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 2352 no IS33 - LFI Spotlight With Chris Kaloper https://leftfieldinvestors.com/is33-lfi-spotlight-with-chris-kaloper This week's guest is Chris Kaloper from Seattle, WA. Chris tells us about his journey starting out planning to be a sponsor but he pivoted along the way. He has joined three tribes to help diversify his portfolio and spread his risk, and he talks about how that has allowed him to network in with many different people in the community. If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 29 Mar 2023 07:00:00 -0000 IS33 - LFI Spotlight With Chris Kaloper full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week's guest is Chris Kaloper from Seattle, WA. Chris tells us about his journey starting out planning to be a sponsor but he pivoted along the way. He has joined three tribes to help diversify his portfolio and spread his risk, and he talks about how that has allowed him to network in with many different people in the community.</p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is33-lfi-spotlight-with-chris-kaloper">here</a>. </p><p>Our sponsor, <a href="https://www.tribevest.com/">Tribevest</a> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> This week's guest is Chris Kaloper from Seattle, WA. Chris tells us about his journey starting out planning to be a sponsor but he pivoted along the way. He has joined three tribes to help diversify his portfolio and spread his risk, and he talks about how that has allowed him to network in with many different people in the community. If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week's guest is Chris Kaloper from Seattle, WA. Chris tells us about his journey starting out planning to be a sponsor but he pivoted along the way. He has joined three tribes to help diversify his portfolio and spread his risk, and he talks about how that has allowed him to network in with many different people in the community.

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1276 no 109. From NFL Linebacker To Tackling Commercial Real Estate: Overcoming Limiting Beliefs With Garrett McIntyre https://share.transistor.fm/s/4d36793f In this episode, Garrett McIntyre, the Head of Acquisitions at Rize Equity, delves into overcoming limiting beliefs many real estate investors face in the industry. To be an entrepreneur is about having confidence and knowing what you are doing and then finding the right people. Building a team of people you trust is paramount as Garrett explains “people-first” and finding people that align with you as one of the most important components in finding successful deals and maintaining an investing business. If you can put the right team and partners around you each doing their part you can scale your business while also having a W2. Don’t let those limiting beliefs hold you back. Dive into this episode now!   Connect with Jim Pfeifer in LinkedIn.  Sun, 26 Mar 2023 07:00:00 -0000 109. From NFL Linebacker To Tackling Commercial Real Estate: Overcoming Limiting Beliefs With Garrett McIntyre full 109 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode, <a href="https://www.linkedin.com/in/garrett-mcintyre-rizeequity/">Garrett McIntyre</a>, the Head of Acquisitions at <a href="https://www.rizeequity.com/">Rize Equity</a>, delves into overcoming limiting beliefs many real estate investors face in the industry. To be an entrepreneur is about having confidence and knowing what you are doing and then finding the right people. Building a team of people you trust is paramount as Garrett explains “people-first” and finding people that align with you as one of the most important components in finding successful deals and maintaining an investing business. If you can put the right team and partners around you each doing their part you can scale your business while also having a W2. Don’t let those limiting beliefs hold you back. Dive into this episode now!</p><p> </p><p>Connect with Jim Pfeifer in <a href="https://www.linkedin.com/in/jimpfeifer/">LinkedIn</a>. </p> In this episode, Garrett McIntyre, the Head of Acquisitions at Rize Equity, delves into overcoming limiting beliefs many real estate investors face in the industry. To be an entrepreneur is about having confidence and knowing what you are doing and then finding the right people. Building a team of people you trust is paramount as Garrett explains “people-first” and finding people that align with you as one of the most important components in finding successful deals and maintaining an investing business. If you can put the right team and partners around you each doing their part you can scale your business while also having a W2. Don’t let those limiting beliefs hold you back. Dive into this episode now!   Connect with Jim Pfeifer in LinkedIn.  In this episode, Garrett McIntyre, the Head of Acquisitions at Rize Equity, delves into overcoming limiting beliefs many real estate investors face in the industry. To be an entrepreneur is about having confidence and knowing what you are doing and then finding the right people. Building a team of people you trust is paramount as Garrett explains “people-first” and finding people that align with you as one of the most important components in finding successful deals and maintaining an investing business. If you can put the right team and partners around you each doing their part you can scale your business while also having a W2. Don’t let those limiting beliefs hold you back. Dive into this episode now!

 

Connect with Jim Pfeifer in LinkedIn. 

]]> 2700 no IS32 - LFI Spotlight With Dan Reece https://leftfieldinvestors.com/is32-lfi-spotlight-with-dan-reece Today's episode featured Infielder Dan Reece. Dan was a Financial Planner turned High School Athletic Director/Football Coach, turned full time Real Estate Investor. Listen in to learn what sparked Dan to take the first step into passive investing. Learn what his advice is for those that are looking into the industry.    If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 22 Mar 2023 07:00:00 -0000 IS32 - LFI Spotlight With Dan Reece full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Today's episode featured Infielder Dan Reece. Dan was a Financial Planner turned High School Athletic Director/Football Coach, turned full time Real Estate Investor. Listen in to learn what sparked Dan to take the first step into passive investing. Learn what his advice is for those that are looking into the industry. </p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click here. </p><p>Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> Today's episode featured Infielder Dan Reece. Dan was a Financial Planner turned High School Athletic Director/Football Coach, turned full time Real Estate Investor. Listen in to learn what sparked Dan to take the first step into passive investing. Learn what his advice is for those that are looking into the industry.    If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Today's episode featured Infielder Dan Reece. Dan was a Financial Planner turned High School Athletic Director/Football Coach, turned full time Real Estate Investor. Listen in to learn what sparked Dan to take the first step into passive investing. Learn what his advice is for those that are looking into the industry. 

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1149 no 108. Todd Dexheimer Presents Senior Housing and Multi-Family as Pillars of Wealth Creation https://leftfieldinvestors.com/109-winning-big-in-senior-housing-with-todd-dexheimer Todd Dexheimer, Principal of Endurus Capital and VitaCare Living, joins Jim Pfeifer to share how he found success in passive investing through multi-family deals as well as senior housing. He discusses the important differences between the two and the necessary market analysis in ensuring you have enough employees and target clients in running a senior housing property. He also talks about the one time he fixed and flipped a ski resort by figuring out all possible exits. “Make every day a Saturday” is one of Todd’s favorite taglines encompassing his philosophy of doing what he loves.  Love the show? Subscribe, rate, review & share!  https://leftfieldinvestors.com/podcast/ Sun, 19 Mar 2023 07:00:00 -0000 108. Todd Dexheimer Presents Senior Housing and Multi-Family as Pillars of Wealth Creation full 106 PassivePockets, Jim Pfeifer, and Left Field Investors <p><a href="https://www.linkedin.com/in/dexproperties/">Todd Dexheimer</a>, Principal of <a href="https://www.enduruscapital.com/">Endurus Capital</a> and <a href="https://www.vitacareliving.com/">VitaCare Living</a>, joins <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to share how he found success in passive investing through multi-family deals as well as senior housing. He discusses the important differences between the two and the necessary market analysis in ensuring you have enough employees and target clients in running a senior housing property. He also talks about the one time he fixed and flipped a ski resort by figuring out all possible exits. “Make every day a Saturday” is one of Todd’s favorite taglines encompassing his philosophy of doing what he loves. </p><p><br></p><p>Love the show? Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/"> https://leftfieldinvestors.com/podcast/</a></p> Todd Dexheimer, Principal of Endurus Capital and VitaCare Living, joins Jim Pfeifer to share how he found success in passive investing through multi-family deals as well as senior housing. He discusses the important differences between the two and the necessary market analysis in ensuring you have enough employees and target clients in running a senior housing property. He also talks about the one time he fixed and flipped a ski resort by figuring out all possible exits. “Make every day a Saturday” is one of Todd’s favorite taglines encompassing his philosophy of doing what he loves.  Love the show? Subscribe, rate, review & share!  https://leftfieldinvestors.com/podcast/ Todd Dexheimer, Principal of Endurus Capital and VitaCare Living, joins Jim Pfeifer to share how he found success in passive investing through multi-family deals as well as senior housing. He discusses the important differences between the two and the necessary market analysis in ensuring you have enough employees and target clients in running a senior housing property. He also talks about the one time he fixed and flipped a ski resort by figuring out all possible exits. “Make every day a Saturday” is one of Todd’s favorite taglines encompassing his philosophy of doing what he loves. 


Love the show? Subscribe, rate, review & share!  https://leftfieldinvestors.com/podcast/

]]> 2540 no IS31 - LFI Spotlight With Jim Pfeifer https://leftfieldinvestors.com/is31-lfi-spotlight-with-jim-pfeifer This week, Jim Pfeifer joined me to share updates to our communication and meeting schedule. We’ve made a lot of improvements to how we connect with the community and felt it was worth summarizing this in the podcast for current LFI members and for those that are new to our community.   Listen in and learn how to keep track of our schedule. Starting with how to find our Events Calendar on the website. Additionally, we pointed out where to find the Deal Tracker to look at what opportunities Sponsors have been sharing with LFI. See the links below: https://leftfieldinvestors.com/eventcalendar/ https://leftfieldinvestors.com/lfi-group-deal-tracker/   Jim also shared the cadence of emails and meetings that we are targeting going forward. We are attempting to streamline all of this information and make it more efficient for the community to keep track.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field Wed, 15 Mar 2023 07:00:00 -0000 IS31 - LFI Spotlight With Jim Pfeifer full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> joined me to share updates to our communication and meeting schedule. We’ve made a lot of improvements to how we connect with the community and felt it was worth summarizing this in the podcast for current LFI members and for those that are new to our community.</p><p> </p><p>Listen in and learn how to keep track of our schedule. Starting with how to find our Events Calendar on the website. Additionally, we pointed out where to find the Deal Tracker to look at what opportunities Sponsors have been sharing with LFI.</p><p>See the links below:</p><p><a href="https://leftfieldinvestors.com/eventcalendar/">https://leftfieldinvestors.com/eventcalendar/</a></p><p><a href="https://leftfieldinvestors.com/lfi-group-deal-tracker/">https://leftfieldinvestors.com/lfi-group-deal-tracker/</a></p><p> </p><p>Jim also shared the cadence of emails and meetings that we are targeting going forward. We are attempting to streamline all of this information and make it more efficient for the community to keep track.</p><p> </p><p>If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: <a href="https://leftfieldinvestors.com/subscribe/">https://leftfieldinvestors.com/subscribe/</a>.</p><p>To see the full show notes and transcript, click <a href="https://share.transistor.fm/s/46f083c0">here</a>. </p><p>Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field</p> This week, Jim Pfeifer joined me to share updates to our communication and meeting schedule. We’ve made a lot of improvements to how we connect with the community and felt it was worth summarizing this in the podcast for current LFI members and for those that are new to our community.   Listen in and learn how to keep track of our schedule. Starting with how to find our Events Calendar on the website. Additionally, we pointed out where to find the Deal Tracker to look at what opportunities Sponsors have been sharing with LFI. See the links below: https://leftfieldinvestors.com/eventcalendar/ https://leftfieldinvestors.com/lfi-group-deal-tracker/   Jim also shared the cadence of emails and meetings that we are targeting going forward. We are attempting to streamline all of this information and make it more efficient for the community to keep track.   If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field This week, Jim Pfeifer joined me to share updates to our communication and meeting schedule. We’ve made a lot of improvements to how we connect with the community and felt it was worth summarizing this in the podcast for current LFI members and for those that are new to our community.

 

Listen in and learn how to keep track of our schedule. Starting with how to find our Events Calendar on the website. Additionally, we pointed out where to find the Deal Tracker to look at what opportunities Sponsors have been sharing with LFI.

See the links below:

https://leftfieldinvestors.com/eventcalendar/

https://leftfieldinvestors.com/lfi-group-deal-tracker/

 

Jim also shared the cadence of emails and meetings that we are targeting going forward. We are attempting to streamline all of this information and make it more efficient for the community to keep track.

 

If you enjoyed the podcast and would like to subscribe to our mailers, please use this link to get on our mailing list: https://leftfieldinvestors.com/subscribe/.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field

]]> 1440 no 107. From Physical Therapy to Real Estate Investing: Making Big Changes, Taking Calculated Risks with Lee Yoder https://leftfieldinvestors.com/107-from-physical-therapy-to-real-estate-investing-making-big-changes-taking-calculated-risks-with-lee-yoder Left Field Investors do things differently, and Lee Yoder’s story testifies to the power of Community in getting started in real estate investing. Lee, the Founder of Threefold Real Estate, joins Jim Pfeifer to talk about his journey of taking risks and making huge career changes. He looks back on how he transitioned from a physical therapist to a real estate syndicator. His story is all about accepting and letting go of what was not for him, and pursuing what truly makes him feel fulfilled. He shares his experiences with taking on big risks in his career and his perspective on assessing them. Lee also touches on financial coaches, lending strategies, real estate markets, and more. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 12 Mar 2023 07:00:00 -0000 107. From Physical Therapy to Real Estate Investing: Making Big Changes, Taking Calculated Risks with Lee Yoder full 107 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Left Field Investors do things differently, and <a href="https://www.linkedin.com/in/lee-yoder-25793215a">Lee Yoder</a>’s story testifies to the power of Community in getting started in real estate investing. Lee, the Founder of <a href="https://www.threefoldrei.com/">Threefold Real Estate</a>, joins <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to talk about his journey of taking risks and making huge career changes. He looks back on how he transitioned from a physical therapist to a real estate syndicator. His story is all about accepting and letting go of what was not for him, and pursuing what truly makes him feel fulfilled. He shares his experiences with taking on big risks in his career and his perspective on assessing them. Lee also touches on financial coaches, lending strategies, real estate markets, and more. <br>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/108-from-physical-therapy-to-real-estate-taking-huge-leaps-in-life-with-lee-yoder">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Left Field Investors do things differently, and Lee Yoder’s story testifies to the power of Community in getting started in real estate investing. Lee, the Founder of Threefold Real Estate, joins Jim Pfeifer to talk about his journey of taking risks and making huge career changes. He looks back on how he transitioned from a physical therapist to a real estate syndicator. His story is all about accepting and letting go of what was not for him, and pursuing what truly makes him feel fulfilled. He shares his experiences with taking on big risks in his career and his perspective on assessing them. Lee also touches on financial coaches, lending strategies, real estate markets, and more. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Left Field Investors do things differently, and Lee Yoder’s story testifies to the power of Community in getting started in real estate investing. Lee, the Founder of Threefold Real Estate, joins Jim Pfeifer to talk about his journey of taking risks and making huge career changes. He looks back on how he transitioned from a physical therapist to a real estate syndicator. His story is all about accepting and letting go of what was not for him, and pursuing what truly makes him feel fulfilled. He shares his experiences with taking on big risks in his career and his perspective on assessing them. Lee also touches on financial coaches, lending strategies, real estate markets, and more.
To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2329 no IS30 - LFI Spotlight With Steven And Becca Taylor https://leftfieldinvestors.com/is30-lfi-spotlight-with-steven-and-becca-taylor This week’s episode features a spotlight on Steven and Becca Taylor from the Boston area. Both are classically trained scientists who recently started passively investing in real assets. You’ll have to listen to hear who gave them the idea. They have also helped start a local LFI Meetup in the Boston area which we love to see. Wed, 08 Mar 2023 08:00:00 -0000 IS30 - LFI Spotlight With Steven And Becca Taylor full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features a spotlight on Steven and Becca Taylor from the Boston area. Both are classically trained scientists who recently started passively investing in real assets. You’ll have to listen to hear who gave them the idea. They have also helped start a local LFI Meetup in the Boston area which we love to see.</p> This week’s episode features a spotlight on Steven and Becca Taylor from the Boston area. Both are classically trained scientists who recently started passively investing in real assets. You’ll have to listen to hear who gave them the idea. They have also helped start a local LFI Meetup in the Boston area which we love to see. This week’s episode features a spotlight on Steven and Becca Taylor from the Boston area. Both are classically trained scientists who recently started passively investing in real assets. You’ll have to listen to hear who gave them the idea. They have also helped start a local LFI Meetup in the Boston area which we love to see.

]]> 1620 no 106. Level Jumping: Creating a Real Estate Business for Time Freedom with Mike Simmons https://share.transistor.fm/s/21f4f562 In this unique episode, Mike Simmons, the author of Level Jumping: How I grew my business to over $1 million in profits in 12 months, shares insights on growing a real estate business with wholesaling and land contract deals. More than just the nuts and bolts of investing, Mike discusses with @Jim Pfeifer how to create an actual business out of investing by systematizing it so you can be free of your job. Learn how focus and announcing his intentions led Mike from a job he did not enjoy to embarking on a successful real estate business that gives him freedom of time and money. Mike has personally worked with hundreds of entrepreneurs to help them optimize and grow their businesses. Tune in to this insightful episode and start level jumping on your business today!   https://leftfieldinvestors.com/   To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 05 Mar 2023 08:00:00 -0000 106. Level Jumping: Creating a Real Estate Business for Time Freedom with Mike Simmons full 106 PassivePockets, Jim Pfeifer, and Left Field Investors Mike Simmons, the author of Level Jumping, shares some insights on growing your business to be profitable in twelve months. In this unique episode, Mike Simmons, the author of Level Jumping: How I grew my business to over $1 million in profits in 12 months, shares insights on growing a real estate business with wholesaling and land contract deals. More than just the nuts and bolts of investing, Mike discusses with @Jim Pfeifer how to create an actual business out of investing by systematizing it so you can be free of your job. Learn how focus and announcing his intentions led Mike from a job he did not enjoy to embarking on a successful real estate business that gives him freedom of time and money. Mike has personally worked with hundreds of entrepreneurs to help them optimize and grow their businesses. Tune in to this insightful episode and start level jumping on your business today!   https://leftfieldinvestors.com/   To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. In this unique episode, Mike Simmons, the author of Level Jumping: How I grew my business to over $1 million in profits in 12 months, shares insights on growing a real estate business with wholesaling and land contract deals. More than just the nuts and bolts of investing, Mike discusses with @Jim Pfeifer how to create an actual business out of investing by systematizing it so you can be free of your job. Learn how focus and announcing his intentions led Mike from a job he did not enjoy to embarking on a successful real estate business that gives him freedom of time and money. Mike has personally worked with hundreds of entrepreneurs to help them optimize and grow their businesses. Tune in to this insightful episode and start level jumping on your business today!

 

https://leftfieldinvestors.com/  

To see the full show notes and transcript, click here.


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2945 no IS29 - LFI Spotlight With Trevor Oldham https://leftfieldinvestors.com/is29-lfi-spotlight-with-trevor-oldham This week’sepisode features Infielder Trevor Oldham. Trevor is starting off his journey in passive investing and shared his story with us on how he's been able to get started including getting into a tribe to invest with a group of people to allow him to investor for lower amounts of capital but meet more sponsors. Trevor has been working to develop multiple income streams and has some interesting pieces of advice from what he's learned along the way. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field Wed, 01 Mar 2023 08:00:00 -0000 IS29 - LFI Spotlight With Trevor Oldham full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’sepisode features Infielder Trevor Oldham. Trevor is starting off his journey in passive investing and shared his story with us on how he's been able to get started including getting into a tribe to invest with a group of people to allow him to investor for lower amounts of capital but meet more sponsors. Trevor has been working to develop multiple income streams and has some interesting pieces of advice from what he's learned along the way.</p><p>To see the full show notes and transcript, click here. </p><p>Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</p><p>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field</p> This week’sepisode features Infielder Trevor Oldham. Trevor is starting off his journey in passive investing and shared his story with us on how he's been able to get started including getting into a tribe to invest with a group of people to allow him to investor for lower amounts of capital but meet more sponsors. Trevor has been working to develop multiple income streams and has some interesting pieces of advice from what he's learned along the way. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field This week’sepisode features Infielder Trevor Oldham. Trevor is starting off his journey in passive investing and shared his story with us on how he's been able to get started including getting into a tribe to invest with a group of people to allow him to investor for lower amounts of capital but meet more sponsors. Trevor has been working to develop multiple income streams and has some interesting pieces of advice from what he's learned along the way.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field

]]> 1310 no 105: An Asset Class for Uncertain Times: Self-Storage Investing with Scott Meyers https://leftfieldinvestors.com/105-the-most-recession-resistant-asset-class-self-storage-investing-with-scott-meyers Self-storage has been one of the best performing real estate asset classes over the past two decades, especially in uncertain economic times. Join Jim Pfeifer as he talks to real estate investor turned self-storage investor, Scott Meyers. Self-storage is a simple and predictable asset class and Americans love to store their stuff - in good times and in bad times. You can add value and raise rents much more quickly than in multifamily and other assets. Tune in to learn how the storage business works, how to vet sponsors, analyze deals and become a successful passive investor in self-storage!  Sun, 26 Feb 2023 08:00:00 -0000 105: An Asset Class for Uncertain Times: Self-Storage Investing with Scott Meyers full 105 PassivePockets, Jim Pfeifer, and Left Field Investors Self-storage has been one of the best performing real estate asset classes over the past two decades, especially in uncertain economic times. Join Jim Pfeifer as he talks to real estate investor turned self-storage investor, Scott Meyers. Self-storage has been one of the best performing real estate asset classes over the past two decades, especially in uncertain economic times. Join Jim Pfeifer as he talks to real estate investor turned self-storage investor, Scott Meyers. Self-storage is a simple and predictable asset class and Americans love to store their stuff - in good times and in bad times. You can add value and raise rents much more quickly than in multifamily and other assets. Tune in to learn how the storage business works, how to vet sponsors, analyze deals and become a successful passive investor in self-storage!  Self-storage has been one of the best performing real estate asset classes over the past two decades, especially in uncertain economic times. Join Jim Pfeifer as he talks to real estate investor turned self-storage investor, Scott Meyers. Self-storage is a simple and predictable asset class and Americans love to store their stuff - in good times and in bad times. You can add value and raise rents much more quickly than in multifamily and other assets. Tune in to learn how the storage business works, how to vet sponsors, analyze deals and become a successful passive investor in self-storage! 

]]> 2479 no IS28 - LFI Spotlight With Chad Ackerman https://leftfieldinvestors.com/is28-lfi-spotlight-with-chad-ackerman This week’s episode features ME - Chad Ackerman. Realizing I hadn't told my own story, this week I recorded my journey to share with the community. Listen in to the lessons learned and advice I have to give that I've picked up throughout my time investing passively in real estate. Maybe my goals will be aligned with yours? Or maybe our "whys" will be similar. Perhaps you too are thinking about liquidating your 401k. Enjoy hearing more about my story. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 22 Feb 2023 08:00:00 -0000 IS28 - LFI Spotlight With Chad Ackerman full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features ME - Chad Ackerman. Realizing I hadn't told my own story, this week I recorded my journey to share with the community. Listen in to the lessons learned and advice I have to give that I've picked up throughout my time investing passively in real estate. Maybe my goals will be aligned with yours? Or maybe our "whys" will be similar. Perhaps you too are thinking about liquidating your 401k. Enjoy hearing more about my story.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is28-lfi-spotlight-with-chad-ackerman">here</a>. </p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> This week’s episode features ME - Chad Ackerman. Realizing I hadn't told my own story, this week I recorded my journey to share with the community. Listen in to the lessons learned and advice I have to give that I've picked up throughout my time investing passively in real estate. Maybe my goals will be aligned with yours? Or maybe our "whys" will be similar. Perhaps you too are thinking about liquidating your 401k. Enjoy hearing more about my story. To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week’s episode features ME - Chad Ackerman. Realizing I hadn't told my own story, this week I recorded my journey to share with the community. Listen in to the lessons learned and advice I have to give that I've picked up throughout my time investing passively in real estate. Maybe my goals will be aligned with yours? Or maybe our "whys" will be similar. Perhaps you too are thinking about liquidating your 401k. Enjoy hearing more about my story.

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1115 no 104. Think Differently to Maximize Your Return with Logan Freeman https://share.transistor.fm/s/d41e2043 Uncertain times can cause fear for investors, but it also presents opportunities for those willing to dive into the niches. In this episode,  Logan Freeman, the Co-Founder of  FTW Investments, joins Jim Pfeifer to discuss how to thrive in the current market: by focusing on asset classes that will thrive in any market. He also dives into mentorship and leveraging the learning curve to help move forward and grow. Plus, Logan shares why he shifted from multi-family to other asset classes. Learn more great insights by tuning in to this conversation!  Sun, 19 Feb 2023 08:00:00 -0000 104. Think Differently to Maximize Your Return with Logan Freeman full 104 PassivePockets, Jim Pfeifer, and Left Field Investors Logan Freeman, the Co-Founder of FTW Investments, discusses how to thrive in the current market to find riches in niches. Uncertain times can cause fear for investors, but it also presents opportunities for those willing to dive into the niches. In this episode,  Logan Freeman, the Co-Founder of  FTW Investments, joins Jim Pfeifer to discuss how to thrive in the current market: by focusing on asset classes that will thrive in any market. He also dives into mentorship and leveraging the learning curve to help move forward and grow. Plus, Logan shares why he shifted from multi-family to other asset classes. Learn more great insights by tuning in to this conversation!  Uncertain times can cause fear for investors, but it also presents opportunities for those willing to dive into the niches. In this episode,  Logan Freeman, the Co-Founder of  FTW Investments, joins Jim Pfeifer to discuss how to thrive in the current market: by focusing on asset classes that will thrive in any market. He also dives into mentorship and leveraging the learning curve to help move forward and grow. Plus, Logan shares why he shifted from multi-family to other asset classes. Learn more great insights by tuning in to this conversation! 

]]> 3364 no IS27 - LFI Spotlight With Michael Son https://leftfieldinvestors.com/is27-lfi-spotlight-with-michael-son This week’s episode featured Infielder Michael Son from Seattle, WA. Michael is working in the tech industry in his W2, but he is building his wealth through passive investing and by investing in a franchise that he and his wife will be running. Michael has been able to get into several different passive investments and diversify his portfolio by investing within a Tribe. He looks to continue to educate himself and network with more investors to develop more knowledge as well as sharing what he's learned with others. Wed, 15 Feb 2023 08:00:00 -0000 IS27 - LFI Spotlight With Michael Son full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode featured Infielder Michael Son from Seattle, WA. Michael is working in the tech industry in his W2, but he is building his wealth through passive investing and by investing in a franchise that he and his wife will be running. Michael has been able to get into several different passive investments and diversify his portfolio by investing within a Tribe. He looks to continue to educate himself and network with more investors to develop more knowledge as well as sharing what he's learned with others.</p> This week’s episode featured Infielder Michael Son from Seattle, WA. Michael is working in the tech industry in his W2, but he is building his wealth through passive investing and by investing in a franchise that he and his wife will be running. Michael has been able to get into several different passive investments and diversify his portfolio by investing within a Tribe. He looks to continue to educate himself and network with more investors to develop more knowledge as well as sharing what he's learned with others. This week’s episode featured Infielder Michael Son from Seattle, WA. Michael is working in the tech industry in his W2, but he is building his wealth through passive investing and by investing in a franchise that he and his wife will be running. Michael has been able to get into several different passive investments and diversify his portfolio by investing within a Tribe. He looks to continue to educate himself and network with more investors to develop more knowledge as well as sharing what he's learned with others.

]]> 1113 no 103. Long-Term Holds For Infinite Returns With Elaine Stageberg https://share.transistor.fm/s/7ea3e887 Are you interested in holding an asset for the long term and achieving infinite returns? Then this episode is for you! Jim Pfeifer sits down with Elaine Stageberg to discuss everything from how to vet an operator, property management, and the proper mindset for success. Elaine also shares the inspiration, progress, and purpose of Black Swan Real Estate as a company that helps investors grow their wealth through investing passively in real estate. Tune in now to start building the path toward a life of prosperity! Sun, 12 Feb 2023 08:00:00 -0000 103. Long-Term Holds For Infinite Returns With Elaine Stageberg full 103 PassivePockets, Jim Pfeifer, and Left Field Investors Are you interested in holding an asset for the long term and achieving infinite returns? Then this episode is for you! Jim Pfeifer sits down with Elaine Stageberg to discuss everything from how to vet an operator, property management, and the proper minds Are you interested in holding an asset for the long term and achieving infinite returns? Then this episode is for you! Jim Pfeifer sits down with Elaine Stageberg to discuss everything from how to vet an operator, property management, and the proper mindset for success. Elaine also shares the inspiration, progress, and purpose of Black Swan Real Estate as a company that helps investors grow their wealth through investing passively in real estate. Tune in now to start building the path toward a life of prosperity! Are you interested in holding an asset for the long term and achieving infinite returns? Then this episode is for you! Jim Pfeifer sits down with Elaine Stageberg to discuss everything from how to vet an operator, property management, and the proper mindset for success. Elaine also shares the inspiration, progress, and purpose of Black Swan Real Estate as a company that helps investors grow their wealth through investing passively in real estate. Tune in now to start building the path toward a life of prosperity!

]]> 2729 no IS26 - LFI Spotlight With Brittany Barchalk From Tribevest https://leftfieldinvestors.com/is26-lfi-spotlight-with-brittany-barchalk-from-tribevest This week’s episode features a spotlight on Tribevest, another one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.   Brittany Barchalk, Head of Marketing,at Tribevest, joined us to talk about the company and how they have been assisting Limited Partner Investors build wealth since 2018. She also shares a bit of her personal wealth building journey as she has taken her first steps in the passive investing industry.   Brittany also shared exciting developments that Tribevest is planning to roll out in 2023 including a mobile app, the Open Tribe concept, and more.   If you would like to connect with Brittany or anyone else at Tribevest, you can go on to their website at https://www.tribevest.com/. Wed, 08 Feb 2023 08:00:00 -0000 IS26 - LFI Spotlight With Brittany Barchalk From Tribevest full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features a spotlight on Tribevest, another one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.</p><p> </p><p>Brittany Barchalk, Head of Marketing,at Tribevest, joined us to talk about the company and how they have been assisting Limited Partner Investors build wealth since 2018. She also shares a bit of her personal wealth building journey as she has taken her first steps in the passive investing industry.</p><p> </p><p>Brittany also shared exciting developments that Tribevest is planning to roll out in 2023 including a mobile app, the Open Tribe concept, and more.</p><p> </p><p>If you would like to connect with Brittany or anyone else at Tribevest, you can go on to their website at <a href="https://www.tribevest.com/">https://www.tribevest.com/</a>.</p> This week’s episode features a spotlight on Tribevest, another one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.   Brittany Barchalk, Head of Marketing,at Tribevest, joined us to talk about the company and how they have been assisting Limited Partner Investors build wealth since 2018. She also shares a bit of her personal wealth building journey as she has taken her first steps in the passive investing industry.   Brittany also shared exciting developments that Tribevest is planning to roll out in 2023 including a mobile app, the Open Tribe concept, and more.   If you would like to connect with Brittany or anyone else at Tribevest, you can go on to their website at https://www.tribevest.com/. This week’s episode features a spotlight on Tribevest, another one of LFI’s Preferred Partners. Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.

 

Brittany Barchalk, Head of Marketing,at Tribevest, joined us to talk about the company and how they have been assisting Limited Partner Investors build wealth since 2018. She also shares a bit of her personal wealth building journey as she has taken her first steps in the passive investing industry.

 

Brittany also shared exciting developments that Tribevest is planning to roll out in 2023 including a mobile app, the Open Tribe concept, and more.

 

If you would like to connect with Brittany or anyone else at Tribevest, you can go on to their website at https://www.tribevest.com/.

]]> 1150 no 102. Industrial & Retail Real Estate – Investing in the Niches with Todd Nepola https://leftfieldinvestors.com/102-industrial-real-estate-the-power-of-investing-in-unglorified-things-with-todd-nepola Todd Nepola, the founder and president of Current Capital Group, has been in the industrial real estate niche for his entire investing career. In this episode, Todd joins Jim Pfeifer to share his financial journey and discuss how investing in just two niche asset classes in one market have been the key to his success. Tune in now and hear Todd’s story and plenty of golden nuggets of advice!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Sun, 05 Feb 2023 08:00:00 -0000 102. Industrial & Retail Real Estate – Investing in the Niches with Todd Nepola full 102 PassivePockets, Jim Pfeifer, and Left Field Investors Todd Nepola, the founder and president of Current Capital Group, has been in the industrial real estate niche for his entire investing career. Todd Nepola, the founder and president of Current Capital Group, has been in the industrial real estate niche for his entire investing career. In this episode, Todd joins Jim Pfeifer to share his financial journey and discuss how investing in just two niche asset classes in one market have been the key to his success. Tune in now and hear Todd’s story and plenty of golden nuggets of advice!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Todd Nepola, the founder and president of Current Capital Group, has been in the industrial real estate niche for his entire investing career. In this episode, Todd joins Jim Pfeifer to share his financial journey and discuss how investing in just two niche asset classes in one market have been the key to his success. Tune in now and hear Todd’s story and plenty of golden nuggets of advice! 

To see the full show notes and transcript, click here.


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.


Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 2805 no IS25 - LFI Spotlight With Danielle Greenberg From Vyzer https://leftfieldinvestors.com/is25-lfi-spotlight-with-danielle-greenberg-from-vyzer This week’s episode features a spotlight on Vyzer, one of LFI’s Preferred Partners. Vyzer is a digital private concierge service that provides a single online platform to manage, control, and monitor all of your investments.   Danielle Greenberg, the Head of Marketing at Vyzer, joined us to talk about the tool they’ve developed for Limited Partner Investors to be able to add all of their investments in one location and replace the typical spreadsheet tracking that a lot of LPs manage manually.     Danielle also walked us through several enhancements that are on the horizon for Vyzer in 2023 as well as future plans for the software. Enhancements include a new mobile app, an improved loan section to have complete visibility to all liabilities, and more.   If you would like to connect with Danielle, you can reach her at danielle@vyzer.co or you can find anyone on the team at their website https://vyzer.co/. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ Wed, 01 Feb 2023 08:00:00 -0000 IS25 - LFI Spotlight With Danielle Greenberg From Vyzer full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features a spotlight on Vyzer, one of LFI’s Preferred Partners. Vyzer is a digital private concierge service that provides a single online platform to manage, control, and monitor all of your investments.</p><p> </p><p><a href="https://www.linkedin.com/in/danielle-greenberg-b5ba7785?originalSubdomain=il">Danielle Greenberg</a>, the Head of Marketing at Vyzer, joined us to talk about the tool they’ve developed for Limited Partner Investors to be able to add all of their investments in one location and replace the typical spreadsheet tracking that a lot of LPs manage manually.  </p><p> </p><p>Danielle also walked us through several enhancements that are on the horizon for Vyzer in 2023 as well as future plans for the software. Enhancements include a new mobile app, an improved loan section to have complete visibility to all liabilities, and more.</p><p> </p><p>If you would like to connect with Danielle, you can reach her at <a href="mailto:danielle@vyzer.co">danielle@vyzer.co</a> or you can find anyone on the team at their website <a href="https://vyzer.co/">https://vyzer.co/</a>.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is25-lfi-spotlight-with-danielle-greenberg-from-vyzer">here</a>.</p><p><br></p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p><p><br></p><p>Love the show? Subscribe, rate, review &amp; share! <a href="https://leftfieldinvestors.com/podcast/">https://leftfieldinvestors.com/podcast/</a></p> This week’s episode features a spotlight on Vyzer, one of LFI’s Preferred Partners. Vyzer is a digital private concierge service that provides a single online platform to manage, control, and monitor all of your investments.   Danielle Greenberg, the Head of Marketing at Vyzer, joined us to talk about the tool they’ve developed for Limited Partner Investors to be able to add all of their investments in one location and replace the typical spreadsheet tracking that a lot of LPs manage manually.     Danielle also walked us through several enhancements that are on the horizon for Vyzer in 2023 as well as future plans for the software. Enhancements include a new mobile app, an improved loan section to have complete visibility to all liabilities, and more.   If you would like to connect with Danielle, you can reach her at danielle@vyzer.co or you can find anyone on the team at their website https://vyzer.co/. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/ This week’s episode features a spotlight on Vyzer, one of LFI’s Preferred Partners. Vyzer is a digital private concierge service that provides a single online platform to manage, control, and monitor all of your investments.

 

Danielle Greenberg, the Head of Marketing at Vyzer, joined us to talk about the tool they’ve developed for Limited Partner Investors to be able to add all of their investments in one location and replace the typical spreadsheet tracking that a lot of LPs manage manually.  

 

Danielle also walked us through several enhancements that are on the horizon for Vyzer in 2023 as well as future plans for the software. Enhancements include a new mobile app, an improved loan section to have complete visibility to all liabilities, and more.

 

If you would like to connect with Danielle, you can reach her at danielle@vyzer.co or you can find anyone on the team at their website https://vyzer.co/.

To see the full show notes and transcript, click here.


Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.


Love the show? Subscribe, rate, review & share! https://leftfieldinvestors.com/podcast/

]]> 1270 no 101. Left Field Investors - The Past and The Future! https://share.transistor.fm/s/67999664 This is going to be a very different episode than normal. We are Left Fielders. We do things differently. A lot of people recognize the episodes with zeros. We don’t do that. We are recognizing Episode 101 because it’s the first of our next 100 episodes. That’s what we’re excited about.   We are looking forward to the future, but we are also going to recognize the past. We are going to talk about where we have come from, what’s happened at Left Field Investors over the past few years and where we’re going. We are Left Field Investors. By definition, we are not conventional. We are not going to follow the crowd.   We have been five guys trying to figure stuff out. It wasn’t intentional that we set up Left Field Investors but every time we have had success or passed a monument of some kind, we would figure out what the next thing is. That’s what we mean when we say we five guys figuring stuff out. We’re trying to do the best for the community and now - we’re 1,200 people figuring stuff out together.    In this episode, we’re going to acknowledge the past with a keen focus on our future. Listen in as Jim Pfeifer and the Founders of Left Field Investors – Sean Donnelly, Steve Suh, Chad Ackerman and Ryan Stieg -  share the beginnings of LFI, where we are now and most importantly where Left Field Investors is headed in 2023 and beyond! Sun, 29 Jan 2023 08:00:00 -0000 101. Left Field Investors - The Past and The Future! full 101 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This is going to be a very different episode than normal. We are Left Fielders. We do things differently. A lot of people recognize the episodes with zeros. We don’t do that. We are recognizing Episode 101 because it’s the first of our next 100 episodes. That’s what we’re excited about.</p><p> </p><p>We are looking forward to the future, but we are also going to recognize the past. We are going to talk about where we have come from, what’s happened at Left Field Investors over the past few years and where we’re going. We are Left Field Investors. By definition, we are not conventional. We are not going to follow the crowd.</p><p> </p><p>We have been five guys trying to figure stuff out. It wasn’t intentional that we set up Left Field Investors but every time we have had success or passed a monument of some kind, we would figure out what the next thing is. That’s what we mean when we say we five guys figuring stuff out. We’re trying to do the best for the community and now - we’re 1,200 people figuring stuff out together. </p><p> </p><p>In this episode, we’re going to acknowledge the past with a keen focus on our future. Listen in as Jim Pfeifer and the Founders of Left Field Investors – Sean Donnelly, Steve Suh, Chad Ackerman and Ryan Stieg -  share the beginnings of LFI, where we are now and most importantly where Left Field Investors is headed in 2023 and beyond!</p> This is going to be a very different episode than normal. We are Left Fielders. We do things differently. A lot of people recognize the episodes with zeros. We don’t do that. We are recognizing Episode 101 because it’s the first of our next 100 episodes. That’s what we’re excited about.   We are looking forward to the future, but we are also going to recognize the past. We are going to talk about where we have come from, what’s happened at Left Field Investors over the past few years and where we’re going. We are Left Field Investors. By definition, we are not conventional. We are not going to follow the crowd.   We have been five guys trying to figure stuff out. It wasn’t intentional that we set up Left Field Investors but every time we have had success or passed a monument of some kind, we would figure out what the next thing is. That’s what we mean when we say we five guys figuring stuff out. We’re trying to do the best for the community and now - we’re 1,200 people figuring stuff out together.    In this episode, we’re going to acknowledge the past with a keen focus on our future. Listen in as Jim Pfeifer and the Founders of Left Field Investors – Sean Donnelly, Steve Suh, Chad Ackerman and Ryan Stieg -  share the beginnings of LFI, where we are now and most importantly where Left Field Investors is headed in 2023 and beyond! This is going to be a very different episode than normal. We are Left Fielders. We do things differently. A lot of people recognize the episodes with zeros. We don’t do that. We are recognizing Episode 101 because it’s the first of our next 100 episodes. That’s what we’re excited about.

 

We are looking forward to the future, but we are also going to recognize the past. We are going to talk about where we have come from, what’s happened at Left Field Investors over the past few years and where we’re going. We are Left Field Investors. By definition, we are not conventional. We are not going to follow the crowd.

 

We have been five guys trying to figure stuff out. It wasn’t intentional that we set up Left Field Investors but every time we have had success or passed a monument of some kind, we would figure out what the next thing is. That’s what we mean when we say we five guys figuring stuff out. We’re trying to do the best for the community and now - we’re 1,200 people figuring stuff out together. 

 

In this episode, we’re going to acknowledge the past with a keen focus on our future. Listen in as Jim Pfeifer and the Founders of Left Field Investors – Sean Donnelly, Steve Suh, Chad Ackerman and Ryan Stieg -  share the beginnings of LFI, where we are now and most importantly where Left Field Investors is headed in 2023 and beyond!

]]> 2514 no IS24 - Infielder Spotlight With Phil Moeller https://share.transistor.fm/s/70c3f265 This week’s episode features Phil Moeller. Phil has been investing in several aspects of the real estate industry but has been putting more of his focus on the passive investing side as of late. He is trying to educate himself more around the space by being an active passive investor. Phil has also taken on the goal of trying to educate more people about this space and inviting them to understand the passive investing world more. Wed, 25 Jan 2023 08:00:00 -0000 IS24 - Infielder Spotlight With Phil Moeller full 24 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Phil Moeller. Phil has been investing in several aspects of the real estate industry but has been putting more of his focus on the passive investing side as of late. He is trying to educate himself more around the space by being an active passive investor. Phil has also taken on the goal of trying to educate more people about this space and inviting them to understand the passive investing world more.</p> This week’s episode features Phil Moeller. Phil has been investing in several aspects of the real estate industry but has been putting more of his focus on the passive investing side as of late. He is trying to educate himself more around the space by being an active passive investor. Phil has also taken on the goal of trying to educate more people about this space and inviting them to understand the passive investing world more. This week’s episode features Phil Moeller. Phil has been investing in several aspects of the real estate industry but has been putting more of his focus on the passive investing side as of late. He is trying to educate himself more around the space by being an active passive investor. Phil has also taken on the goal of trying to educate more people about this space and inviting them to understand the passive investing world more.

]]> 1169 no 100. Why Taking Action Is Key to Passive Investing Success With Reed Goossens https://share.transistor.fm/s/a4e468c6 Despite the name, passive investing requires you to take action consistently if you want to achieve financial freedom. Reed Goossens of RSN Property Group joins Jim Pfeifer to share how he invested in himself, found a mentor and became a successful real estate investor. Reed also discusses tips on creating a genuine connection with a new operator, how to navigate rising interest rates and how to take action to create a real estate business – passive, active or both. Tune in to hear a great real estate story and learn ways to shortcut your own successful real estate investing journey!  Sun, 22 Jan 2023 08:00:00 -0000 100. Why Taking Action Is Key to Passive Investing Success With Reed Goossens full 100 PassivePockets, Jim Pfeifer, and Left Field Investors Reed Goossens explains why passive investing still requires taking action to secure profound career growth and uncovering the best opportunities. Despite the name, passive investing requires you to take action consistently if you want to achieve financial freedom. Reed Goossens of RSN Property Group joins Jim Pfeifer to share how he invested in himself, found a mentor and became a successful real estate investor. Reed also discusses tips on creating a genuine connection with a new operator, how to navigate rising interest rates and how to take action to create a real estate business – passive, active or both. Tune in to hear a great real estate story and learn ways to shortcut your own successful real estate investing journey!  Despite the name, passive investing requires you to take action consistently if you want to achieve financial freedom. Reed Goossens of RSN Property Group joins Jim Pfeifer to share how he invested in himself, found a mentor and became a successful real estate investor. Reed also discusses tips on creating a genuine connection with a new operator, how to navigate rising interest rates and how to take action to create a real estate business – passive, active or both. Tune in to hear a great real estate story and learn ways to shortcut your own successful real estate investing journey! 

]]> 2766 no IS 23 - Infielder Spotlight With Randy Smith https://share.transistor.fm/s/f7431146 This week’s episode features Randy Smith. After recent changes to his W2 structure, Randy finds himself now being a full-time passive investor. He spent some time on the Active Investing side of the ballpark before moving over to the Passive side where he is currently focused. Randy continues to educate himself on the industry and is able to focus on his passion due to the passive income he is currently receiving from his investments. Wed, 18 Jan 2023 08:00:00 -0000 IS 23 - Infielder Spotlight With Randy Smith full 23 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Randy Smith. After recent changes to his W2 structure, Randy finds himself now being a full-time passive investor. He spent some time on the Active Investing side of the ballpark before moving over to the Passive side where he is currently focused. Randy continues to educate himself on the industry and is able to focus on his passion due to the passive income he is currently receiving from his investments.</p> This week’s episode features Randy Smith. After recent changes to his W2 structure, Randy finds himself now being a full-time passive investor. He spent some time on the Active Investing side of the ballpark before moving over to the Passive side where he is currently focused. Randy continues to educate himself on the industry and is able to focus on his passion due to the passive income he is currently receiving from his investments. This week’s episode features Randy Smith. After recent changes to his W2 structure, Randy finds himself now being a full-time passive investor. He spent some time on the Active Investing side of the ballpark before moving over to the Passive side where he is currently focused. Randy continues to educate himself on the industry and is able to focus on his passion due to the passive income he is currently receiving from his investments.

]]> 1488 no 99. Investing In Multifamily Assets In Uncertain Markets With Mark Kenney https://share.transistor.fm/s/ce4ffd19 There can be advantages to investing in uncertain market conditions, rather than completely turning yourself off to new opportunities. Mark Kenney, the Co-founder of Think Multifamily, subscribes to the theory that there are quality deals to find in any market cycle. In this episode, he joins Jim Pfeifer to share with us his incredible journey and the unique process he follows in investing and sourcing multifamily properties - often dealing with multiple offerings at the same time. Mark discusses bridge debt and explains why he is still using it effectively in certain situations. He has a positive track record in multifamily and he has experienced a lot of success, but he is willing to admit that there is more out there to learn. He is carefully bold in uncertain times, which can set him up to capitalize on market inefficiencies. Follow along to this conversation to learn more!  Sun, 15 Jan 2023 08:00:00 -0000 99. Investing In Multifamily Assets In Uncertain Markets With Mark Kenney full 99 PassivePockets, Jim Pfeifer, and Left Field Investors Mark Kenney, the co-founder of Think Multifamily, shares his unique process to source, vet, and invest in multiple deals in the market. There can be advantages to investing in uncertain market conditions, rather than completely turning yourself off to new opportunities. Mark Kenney, the Co-founder of Think Multifamily, subscribes to the theory that there are quality deals to find in any market cycle. In this episode, he joins Jim Pfeifer to share with us his incredible journey and the unique process he follows in investing and sourcing multifamily properties - often dealing with multiple offerings at the same time. Mark discusses bridge debt and explains why he is still using it effectively in certain situations. He has a positive track record in multifamily and he has experienced a lot of success, but he is willing to admit that there is more out there to learn. He is carefully bold in uncertain times, which can set him up to capitalize on market inefficiencies. Follow along to this conversation to learn more!  There can be advantages to investing in uncertain market conditions, rather than completely turning yourself off to new opportunities. Mark Kenney, the Co-founder of Think Multifamily, subscribes to the theory that there are quality deals to find in any market cycle. In this episode, he joins Jim Pfeifer to share with us his incredible journey and the unique process he follows in investing and sourcing multifamily properties - often dealing with multiple offerings at the same time. Mark discusses bridge debt and explains why he is still using it effectively in certain situations. He has a positive track record in multifamily and he has experienced a lot of success, but he is willing to admit that there is more out there to learn. He is carefully bold in uncertain times, which can set him up to capitalize on market inefficiencies. Follow along to this conversation to learn more! 

]]> 2647 no IS 22 - Infielder Spotlight With Katie And Joe Viola https://share.transistor.fm/s/b7cc5428 This week’s episode features Joe and Katie Viola. Joe and Katie have just begun their journey in passive investing by taking action on their first deal a short time ago. They have been educating themselves through books, podcasts, and getting involved in the Left Field community via attending meetings and the forum to develop a comfort level to invest in a multi-family deal. Next up for the couple is to focus on developing their goals to help drive the next decisions they have related to building passive wealth. Wed, 11 Jan 2023 08:00:00 -0000 IS 22 - Infielder Spotlight With Katie And Joe Viola full 22 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Joe and Katie Viola. Joe and Katie have just begun their journey in passive investing by taking action on their first deal a short time ago. They have been educating themselves through books, podcasts, and getting involved in the Left Field community via attending meetings and the forum to develop a comfort level to invest in a multi-family deal. Next up for the couple is to focus on developing their goals to help drive the next decisions they have related to building passive wealth.</p> This week’s episode features Joe and Katie Viola. Joe and Katie have just begun their journey in passive investing by taking action on their first deal a short time ago. They have been educating themselves through books, podcasts, and getting involved in the Left Field community via attending meetings and the forum to develop a comfort level to invest in a multi-family deal. Next up for the couple is to focus on developing their goals to help drive the next decisions they have related to building passive wealth. This week’s episode features Joe and Katie Viola. Joe and Katie have just begun their journey in passive investing by taking action on their first deal a short time ago. They have been educating themselves through books, podcasts, and getting involved in the Left Field community via attending meetings and the forum to develop a comfort level to invest in a multi-family deal. Next up for the couple is to focus on developing their goals to help drive the next decisions they have related to building passive wealth.

]]> 1233 no 98. Investing In Notes With Chris Seveney https://share.transistor.fm/s/25c2f581 Are you interested in making money while having a positive social impact? Many real estate investments improve properties, so their tenants have a nice place to live. Note investing takes this a step further and works to keep homeowners who have defaulted on their mortgage in their homes. The banks love it because they get bad debt off their books, the homeowners love it because they get to stay in their home and the investors love it because they earn a return as the notes are converted from bad debt back into performing notes. Join Jim Pfeifer as he interviews Christopher Seveney from 7E Investments on the ins and out of note investing!  This episode is packed with information to help you understand notes, mortgages, collateral and much more – tune in to learn how to become a note investor! Sun, 08 Jan 2023 08:00:00 -0000 98. Investing In Notes With Chris Seveney full 98 PassivePockets, Jim Pfeifer, and Left Field Investors Chris Seveney, from 7E Investments, provides some tips on investing in notes to help you pivot from working 40 hours a week to running your own business. Are you interested in making money while having a positive social impact? Many real estate investments improve properties, so their tenants have a nice place to live. Note investing takes this a step further and works to keep homeowners who have defaulted on their mortgage in their homes. The banks love it because they get bad debt off their books, the homeowners love it because they get to stay in their home and the investors love it because they earn a return as the notes are converted from bad debt back into performing notes. Join Jim Pfeifer as he interviews Christopher Seveney from 7E Investments on the ins and out of note investing!  This episode is packed with information to help you understand notes, mortgages, collateral and much more – tune in to learn how to become a note investor! Are you interested in making money while having a positive social impact? Many real estate investments improve properties, so their tenants have a nice place to live. Note investing takes this a step further and works to keep homeowners who have defaulted on their mortgage in their homes. The banks love it because they get bad debt off their books, the homeowners love it because they get to stay in their home and the investors love it because they earn a return as the notes are converted from bad debt back into performing notes. Join Jim Pfeifer as he interviews Christopher Seveney from 7E Investments on the ins and out of note investing!  This episode is packed with information to help you understand notes, mortgages, collateral and much more – tune in to learn how to become a note investor!

]]> 2453 no IS 21 - The LFI Spotlight With Brian Meyer https://share.transistor.fm/s/d78e20f9 This week’s episode features Brian Meyer. Brian has been chasing shiny objects for a bit but has settled into passive investing in syndications as of late. Brian has enjoyed being part of a tribe that has invested in several deals and hopes to get involved with others in the future. He will be focusing more on the space going forward. To see the full show notes and transcript, click here.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 04 Jan 2023 08:00:00 -0000 IS 21 - The LFI Spotlight With Brian Meyer full 21 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Brian Meyer. Brian has been chasing shiny objects for a bit but has settled into passive investing in syndications as of late. Brian has enjoyed being part of a tribe that has invested in several deals and hopes to get involved with others in the future. He will be focusing more on the space going forward.</p><p>To see the full show notes and transcript, click <a href="https://share.transistor.fm/s/d78e20f9">here</a>. </p><p> </p><p>Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</p> This week’s episode features Brian Meyer. Brian has been chasing shiny objects for a bit but has settled into passive investing in syndications as of late. Brian has enjoyed being part of a tribe that has invested in several deals and hopes to get involved with others in the future. He will be focusing more on the space going forward. To see the full show notes and transcript, click here.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week’s episode features Brian Meyer. Brian has been chasing shiny objects for a bit but has settled into passive investing in syndications as of late. Brian has enjoyed being part of a tribe that has invested in several deals and hopes to get involved with others in the future. He will be focusing more on the space going forward.

To see the full show notes and transcript, click here. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1229 no 97. RV Parks - The Next Big Real Estate Investment Opportunity with Robert Preston https://share.transistor.fm/s/376c67bd In the first episode of 2023, Robert Preston, Co-founder of Climb Capital, reveals the next big real estate investment opportunity– RV Parks! He searches for, and acquires, value-add parks that produce a durable yield through the life of the investment. Robert started in real estate flipping single-family homes and quickly moved to multifamily housing and Mobile Home Parks before realizing that the competition for properties made these asset classes more like commodities.  He recognized there was money to be made in a more unique asset class which led him to RV Parks. Learn the barriers to entry in this asset class and why Robert thinks RV parks are a great investment if properly managed.  Tune in to learn more! Sun, 01 Jan 2023 08:00:00 -0000 97. RV Parks - The Next Big Real Estate Investment Opportunity with Robert Preston full 97 PassivePockets, Jim Pfeifer, and Left Field Investors Robert Preston from Climb Capital believes that RV Parks is the next great opportunity in real estate. Join him as he shares why and how you can get started! In the first episode of 2023, Robert Preston, Co-founder of Climb Capital, reveals the next big real estate investment opportunity– RV Parks! He searches for, and acquires, value-add parks that produce a durable yield through the life of the investment. Robert started in real estate flipping single-family homes and quickly moved to multifamily housing and Mobile Home Parks before realizing that the competition for properties made these asset classes more like commodities.  He recognized there was money to be made in a more unique asset class which led him to RV Parks. Learn the barriers to entry in this asset class and why Robert thinks RV parks are a great investment if properly managed.  Tune in to learn more! In the first episode of 2023, Robert Preston, Co-founder of Climb Capital, reveals the next big real estate investment opportunity– RV Parks! He searches for, and acquires, value-add parks that produce a durable yield through the life of the investment. Robert started in real estate flipping single-family homes and quickly moved to multifamily housing and Mobile Home Parks before realizing that the competition for properties made these asset classes more like commodities.  He recognized there was money to be made in a more unique asset class which led him to RV Parks. Learn the barriers to entry in this asset class and why Robert thinks RV parks are a great investment if properly managed.  Tune in to learn more!

]]> 2658 no 96. The Panther Group: Investing In Cannabis With Jordan Tritt https://share.transistor.fm/s/24836a57 Cannabis has a been a huge growth as an industry in the past few years, but it is a complicated asset class with uncertainty due to government regulations and there have been booms and busts. It is important to find quality partners who have experience navigating the difficult regulatory hurdles that come with this type of investing. In this episode, Jim Pfeifer talks with Jordan Tritt, the CEO and co-founder of the Panther Group, as Jordan sheds light on the cannabis space and the real estate and operations investment opportunities. To hear more of Jordan’s wisdom on investing in cannabis, tune in to this episode now! To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 25 Dec 2022 08:00:00 -0000 96. The Panther Group: Investing In Cannabis With Jordan Tritt full 96 PassivePockets, Jim Pfeifer, and Left Field Investors Jordan Tritt, the co-founder of the Panther Group, talks about investing in cannabis as the high-growth industry enters a highly mature state. Cannabis has a been a huge growth as an industry in the past few years, but it is a complicated asset class with uncertainty due to government regulations and there have been booms and busts. It is important to find quality partners who have experience navigating the difficult regulatory hurdles that come with this type of investing. In this episode, Jim Pfeifer talks with Jordan Tritt, the CEO and co-founder of the Panther Group, as Jordan sheds light on the cannabis space and the real estate and operations investment opportunities. To hear more of Jordan’s wisdom on investing in cannabis, tune in to this episode now! To see the full show notes and transcript, click here.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Cannabis has a been a huge growth as an industry in the past few years, but it is a complicated asset class with uncertainty due to government regulations and there have been booms and busts. It is important to find quality partners who have experience navigating the difficult regulatory hurdles that come with this type of investing. In this episode, Jim Pfeifer talks with Jordan Tritt, the CEO and co-founder of the Panther Group, as Jordan sheds light on the cannabis space and the real estate and operations investment opportunities. To hear more of Jordan’s wisdom on investing in cannabis, tune in to this episode now!

To see the full show notes and transcript, click here. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2585 no 95. The Money Mindset With Julie Holly, The Conscious Investor https://leftfieldinvestors.com/95-passive-investing-and-syndicates-how-to-start-without-a-business-background-with-julie-holly Money is a tool and a resource, so it is important you understand how to use it properly. Too many people think of money as the final goal, but a better mindset is to think of how to use that tool or resource to achieve your goals. Join Julie Holly as she discusses with Jim Pfeifer her money mindset and how to adjust your thinking so money is the tool you use rather than it using you. Julie is the founder of Three Keys Investment and host of the Conscious Investor Podcast. She’s a former public-school teacher and is now a passive investor in both general and limited partnerships! Tune in to learn valuable insights from someone who sits on both sides of the table as an operator and an investor!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 18 Dec 2022 08:00:00 -0000 95. The Money Mindset With Julie Holly, The Conscious Investor full 95 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Money is a tool and a resource, so it is important you understand how to use it properly. Too many people think of money as the final goal, but a better mindset is to think of how to use that tool or resource to achieve your goals. Join <a href="https://www.linkedin.com/in/julie-holly/">Julie Holly</a> as she discusses with <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> her money mindset and how to adjust your thinking so money is the tool you use rather than it using you. Julie is the founder of <a href="https://www.threekeysinvestments.com/julie-holly">Three Keys Investment</a> and host of the Conscious Investor Podcast. She’s a former public-school teacher and is now a passive investor in both general and limited partnerships! Tune in to learn valuable insights from someone who sits on both sides of the table as an operator and an investor!  </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/95-passive-investing-and-syndicates-how-to-start-without-a-business-background-with-julie-holly">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Money is a tool and a resource, so it is important you understand how to use it properly. Too many people think of money as the final goal, but a better mindset is to think of how to use that tool or resource to achieve your goals. Join Julie Holly as she discusses with Jim Pfeifer her money mindset and how to adjust your thinking so money is the tool you use rather than it using you. Julie is the founder of Three Keys Investment and host of the Conscious Investor Podcast. She’s a former public-school teacher and is now a passive investor in both general and limited partnerships! Tune in to learn valuable insights from someone who sits on both sides of the table as an operator and an investor!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Money is a tool and a resource, so it is important you understand how to use it properly. Too many people think of money as the final goal, but a better mindset is to think of how to use that tool or resource to achieve your goals. Join Julie Holly as she discusses with Jim Pfeifer her money mindset and how to adjust your thinking so money is the tool you use rather than it using you. Julie is the founder of Three Keys Investment and host of the Conscious Investor Podcast. She’s a former public-school teacher and is now a passive investor in both general and limited partnerships! Tune in to learn valuable insights from someone who sits on both sides of the table as an operator and an investor! 

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2688 no 94. Investing In Mineral Rights With Troy Eckard https://share.transistor.fm/s/6d27e941 There are many ways to grow your wealth and real estate is one of our favorites, but you can invest not only in what’s built on the land but also in what is under the land. In this episode, we dive deep into the space of investing in mineral rights. Jim Pfeifer is joined by Troy Eckard, the CEO of Eckard Enterprises, LLC—a family-owned and operated alternative investment firm specializing in the U.S. oil and gas industry. Troy helps us understand what mineral rights are, the differences between land rights, mineral rights, and air rights, and how to maximize the opportunities in space. Troy also discusses the operators in this asset class, strategies, and what to look out for when evaluating a mineral rights investment. Is investing in mineral rights for the long term? What are its implications to the ESG—environmental, social, and governmental? How do you vet the operators and avoid Ponzi schemes? Listen in as Jim and Troy answer these questions and more in this conversation!  Sun, 11 Dec 2022 08:00:00 -0000 94. Investing In Mineral Rights With Troy Eckard full 94 PassivePockets, Jim Pfeifer, and Left Field Investors <p>There are many ways to grow your wealth and real estate is one of our favorites, but you can invest not only in what’s built on the land but also in what is under the land. In this episode, we dive deep into the space of investing in mineral rights. <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> is joined by <a href="https://www.linkedin.com/in/troy-w-eckard-a138a3215/">Troy Eckard</a>, the CEO of <a href="https://eckardenterprises.com/">Eckard Enterprises, LLC</a>—a family-owned and operated alternative investment firm specializing in the U.S. oil and gas industry. Troy helps us understand what mineral rights are, the differences between land rights, mineral rights, and air rights, and how to maximize the opportunities in space. Troy also discusses the operators in this asset class, strategies, and what to look out for when evaluating a mineral rights investment. Is investing in mineral rights for the long term? What are its implications to the ESG—environmental, social, and governmental? How do you vet the operators and avoid Ponzi schemes? Listen in as Jim and Troy answer these questions and more in this conversation! </p> There are many ways to grow your wealth and real estate is one of our favorites, but you can invest not only in what’s built on the land but also in what is under the land. In this episode, we dive deep into the space of investing in mineral rights. Jim Pfeifer is joined by Troy Eckard, the CEO of Eckard Enterprises, LLC—a family-owned and operated alternative investment firm specializing in the U.S. oil and gas industry. Troy helps us understand what mineral rights are, the differences between land rights, mineral rights, and air rights, and how to maximize the opportunities in space. Troy also discusses the operators in this asset class, strategies, and what to look out for when evaluating a mineral rights investment. Is investing in mineral rights for the long term? What are its implications to the ESG—environmental, social, and governmental? How do you vet the operators and avoid Ponzi schemes? Listen in as Jim and Troy answer these questions and more in this conversation!  There are many ways to grow your wealth and real estate is one of our favorites, but you can invest not only in what’s built on the land but also in what is under the land. In this episode, we dive deep into the space of investing in mineral rights. Jim Pfeifer is joined by Troy Eckard, the CEO of Eckard Enterprises, LLC—a family-owned and operated alternative investment firm specializing in the U.S. oil and gas industry. Troy helps us understand what mineral rights are, the differences between land rights, mineral rights, and air rights, and how to maximize the opportunities in space. Troy also discusses the operators in this asset class, strategies, and what to look out for when evaluating a mineral rights investment. Is investing in mineral rights for the long term? What are its implications to the ESG—environmental, social, and governmental? How do you vet the operators and avoid Ponzi schemes? Listen in as Jim and Troy answer these questions and more in this conversation! 

]]> 3195 no 93. Winning In The Real Estate World: Create a Mindset to Thrive With John Casmon https://leftfieldinvestors.com/93-winning-in-the-real-estate-world-uncovering-the-changes-in-the-market-and-how-the-investor-and-operator-can-thrive-in-it-with-john-casmon Whether you are a passive investor who wants to learn how to maximize your wealth or are you an operator who wants to communicate effectively with investors – you need to have a mindset for success. Today, John Casmon discusses the mindset, strategies, and actions that can help you win in the world of real estate! John is a real estate entrepreneur, host of the Multifamily Insights podcast, and co-founder of Casmon Capital Groups. Whether you’re a passive investor or operator, you are certain to gain valuable insights in this episode! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 04 Dec 2022 08:00:00 -0000 93. Winning In The Real Estate World: Create a Mindset to Thrive With John Casmon full 93 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Whether you are a passive investor who wants to learn how to maximize your wealth or are you an operator who wants to communicate effectively with investors – you need to have a mindset for success. Today, <a href="https://www.linkedin.com/in/multifamily-apartments-john-casmon/">John Casmon</a> discusses the mindset, strategies, and actions that can help you win in the world of real estate! John is a real estate entrepreneur, host of the Multifamily Insights podcast, and co-founder of <a href="https://www.casmoncapital.com">Casmon Capital Groups</a>. Whether you’re a passive investor or operator, you are certain to gain valuable insights in this episode! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/93-winning-in-the-real-estate-world-uncovering-the-changes-in-the-market-and-how-the-investor-and-operator-can-thrive-in-it-with-john-casmon">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Whether you are a passive investor who wants to learn how to maximize your wealth or are you an operator who wants to communicate effectively with investors – you need to have a mindset for success. Today, John Casmon discusses the mindset, strategies, and actions that can help you win in the world of real estate! John is a real estate entrepreneur, host of the Multifamily Insights podcast, and co-founder of Casmon Capital Groups. Whether you’re a passive investor or operator, you are certain to gain valuable insights in this episode! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Whether you are a passive investor who wants to learn how to maximize your wealth or are you an operator who wants to communicate effectively with investors – you need to have a mindset for success. Today, John Casmon discusses the mindset, strategies, and actions that can help you win in the world of real estate! John is a real estate entrepreneur, host of the Multifamily Insights podcast, and co-founder of Casmon Capital Groups. Whether you’re a passive investor or operator, you are certain to gain valuable insights in this episode!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2904 no 92. Be Your Own Bank With Mark Willis https://leftfieldinvestors.com/92-be-your-own-bank-with-mark-willis If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, Mark Willis, a Certified Financial Planner, joins Jim Pfeifer to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance because of familiarity bias. Listen to this conversation to learn more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 27 Nov 2022 08:00:00 -0000 92. Be Your Own Bank With Mark Willis full 92 PassivePockets, Jim Pfeifer, and Left Field Investors <p>If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, <a href="https://www.linkedin.com/in/marklakegrowth">Mark Willis</a>, a Certified Financial Planner, joins <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance because of familiarity bias. Listen to this conversation to learn more! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/92-be-your-own-bank-with-mark-willis">here</a>. </p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, Mark Willis, a Certified Financial Planner, joins Jim Pfeifer to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance because of familiarity bias. Listen to this conversation to learn more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, Mark Willis, a Certified Financial Planner, joins Jim Pfeifer to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance because of familiarity bias. Listen to this conversation to learn more!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2958 no 91. What Are You Missing In Your Deal Evaluation? It’s The Insurance With Doug Levi https://share.transistor.fm/s/3e588a97 Insurance is not often discussed when evaluating a real estate syndication, but it is critical to the success of your investment.  It is important to ask the operator if they have business income insurance, umbrella insurance, and workers’ compensation insurance for the property and business. It is not enough to assume that the operator has these programs in place – this should be part of the investment evaluation. In today’s episode, Doug Levi shares his expert advice on these topics and what else we should be looking for from the insurance side of things. Doug is the Chief Encouragement Officer at Strategic Insurance Services and the author of Surviving the Insurance Jungle. Tune in with the master of risk management and learn how to evaluate the insurance program for your investments! Sun, 20 Nov 2022 08:00:00 -0000 91. What Are You Missing In Your Deal Evaluation? It’s The Insurance With Doug Levi full 91 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Insurance is not often discussed when evaluating a real estate syndication, but it is critical to the success of your investment.  It is important to ask the operator if they have business income insurance, umbrella insurance, and workers’ compensation insurance for the property and business. It is not enough to assume that the operator has these programs in place – this should be part of the investment evaluation. In today’s episode, <a href="mailto:doug@getstrategicins.com">Doug Levi</a> shares his expert advice on these topics and what else we should be looking for from the insurance side of things. Doug is the Chief Encouragement Officer at <a href="https://www.getstrategicins.com">Strategic Insurance Services</a> and the author of <a href="https://www.amazon.com/Surviving-Insurance-Jungle-value-budget/dp/1478781327"><em>Surviving the Insurance Jungle</em></a>. Tune in with the master of risk management and learn how to evaluate the insurance program for your investments!</p> Insurance is not often discussed when evaluating a real estate syndication, but it is critical to the success of your investment.  It is important to ask the operator if they have business income insurance, umbrella insurance, and workers’ compensation insurance for the property and business. It is not enough to assume that the operator has these programs in place – this should be part of the investment evaluation. In today’s episode, Doug Levi shares his expert advice on these topics and what else we should be looking for from the insurance side of things. Doug is the Chief Encouragement Officer at Strategic Insurance Services and the author of Surviving the Insurance Jungle. Tune in with the master of risk management and learn how to evaluate the insurance program for your investments! Insurance is not often discussed when evaluating a real estate syndication, but it is critical to the success of your investment.  It is important to ask the operator if they have business income insurance, umbrella insurance, and workers’ compensation insurance for the property and business. It is not enough to assume that the operator has these programs in place – this should be part of the investment evaluation. In today’s episode, Doug Levi shares his expert advice on these topics and what else we should be looking for from the insurance side of things. Doug is the Chief Encouragement Officer at Strategic Insurance Services and the author of Surviving the Insurance Jungle. Tune in with the master of risk management and learn how to evaluate the insurance program for your investments!

]]> 2618 no 90. Finding Your Investing Strategy in Uncertain Times with Jeremy Roll https://share.transistor.fm/s/1d6da154 With inflation, rising interest rates, and a looming recession, how do you invest in this volatile time? Right now, fixed debt, stabilized deals and longer term holds where you can ride out the volatility might be options to investigate. But most importantly, you need to find partners or sponsors that align with your investing strategy and goals. If you are not aligned with the operator’s business plan and assumptions, you probably don’t want to move forward with them. It’s important to find the right deals and partners for you and to define your buy box. Join Jim Pfeifer as he talks to the President of the Roll Investment Group and full-time passive cash flow investor, Jeremy Roll. Listen in as they talk about the possibility of rent decreases, matching your investment philosophy with those who you are investing with and how to build long term investment relationships. There are many ways to invest, Jeremy encourages you to find what’s right and comfortable for you and then work to implement your strategy.  Sun, 13 Nov 2022 08:00:00 -0000 90. Finding Your Investing Strategy in Uncertain Times with Jeremy Roll full 90 PassivePockets, Jim Pfeifer, and Left Field Investors <p>With inflation, rising interest rates, and a looming recession, how do you invest in this volatile time? Right now, fixed debt, stabilized deals and longer term holds where you can ride out the volatility might be options to investigate. But most importantly, you need to find partners or sponsors that align with your investing strategy and goals. If you are not aligned with the operator’s business plan and assumptions, you probably don’t want to move forward with them. It’s important to find the right deals and partners for you and to define your buy box. Join <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> as he talks to the President of the Roll Investment Group and full-time passive cash flow investor, <a href="https://www.linkedin.com/in/jeremy-roll-655107/">Jeremy Roll</a>. Listen in as they talk about the possibility of rent decreases, matching your investment philosophy with those who you are investing with and how to build long term investment relationships. There are many ways to invest, Jeremy encourages you to find what’s right and comfortable for you and then work to implement your strategy. </p> With inflation, rising interest rates, and a looming recession, how do you invest in this volatile time? Right now, fixed debt, stabilized deals and longer term holds where you can ride out the volatility might be options to investigate. But most importantly, you need to find partners or sponsors that align with your investing strategy and goals. If you are not aligned with the operator’s business plan and assumptions, you probably don’t want to move forward with them. It’s important to find the right deals and partners for you and to define your buy box. Join Jim Pfeifer as he talks to the President of the Roll Investment Group and full-time passive cash flow investor, Jeremy Roll. Listen in as they talk about the possibility of rent decreases, matching your investment philosophy with those who you are investing with and how to build long term investment relationships. There are many ways to invest, Jeremy encourages you to find what’s right and comfortable for you and then work to implement your strategy.  With inflation, rising interest rates, and a looming recession, how do you invest in this volatile time? Right now, fixed debt, stabilized deals and longer term holds where you can ride out the volatility might be options to investigate. But most importantly, you need to find partners or sponsors that align with your investing strategy and goals. If you are not aligned with the operator’s business plan and assumptions, you probably don’t want to move forward with them. It’s important to find the right deals and partners for you and to define your buy box. Join Jim Pfeifer as he talks to the President of the Roll Investment Group and full-time passive cash flow investor, Jeremy Roll. Listen in as they talk about the possibility of rent decreases, matching your investment philosophy with those who you are investing with and how to build long term investment relationships. There are many ways to invest, Jeremy encourages you to find what’s right and comfortable for you and then work to implement your strategy. 

]]> 3116 no 89. Infinity Investing: Your Road Map To Financial Freedom With Toby Mathis https://share.transistor.fm/s/e2399b26 You can’t get rich overnight because it takes time to implement long-lasting strategies that lead to financial independence. The guest in today’s episode, Toby Mathis, founding partner of Anderson Advisors and author of Infinity Investing: How The Rich Get Richer And How You Can Do The Same, is a gifted storyteller and a clear-eyed researcher who spent years studying successful investors who built their wealth by creating a plan and sticking to it. Toby shares his build-wealth-slowly approach based on patient investing and money management practices to reach financial freedom. Most investors try to make money through activity, but most successful investors make money through inactivity. Tune in to hear Toby and Jim Pfeifer discuss these topics and much more in this episode on Passive Investing from Left Field Podcast! To see the full show notes and transcript, click here. Sun, 06 Nov 2022 08:00:00 -0000 89. Infinity Investing: Your Road Map To Financial Freedom With Toby Mathis full 89 PassivePockets, Jim Pfeifer, and Left Field Investors Toby Mathis, author of Infinity Investing, shares his get-rich slow approach based on investing and money management practices to reach financial freedom. You can’t get rich overnight because it takes time to implement long-lasting strategies that lead to financial independence. The guest in today’s episode, Toby Mathis, founding partner of Anderson Advisors and author of Infinity Investing: How The Rich Get Richer And How You Can Do The Same, is a gifted storyteller and a clear-eyed researcher who spent years studying successful investors who built their wealth by creating a plan and sticking to it. Toby shares his build-wealth-slowly approach based on patient investing and money management practices to reach financial freedom. Most investors try to make money through activity, but most successful investors make money through inactivity. Tune in to hear Toby and Jim Pfeifer discuss these topics and much more in this episode on Passive Investing from Left Field Podcast! To see the full show notes and transcript, click here. You can’t get rich overnight because it takes time to implement long-lasting strategies that lead to financial independence. The guest in today’s episode, Toby Mathis, founding partner of Anderson Advisors and author of Infinity Investing: How The Rich Get Richer And How You Can Do The Same, is a gifted storyteller and a clear-eyed researcher who spent years studying successful investors who built their wealth by creating a plan and sticking to it. Toby shares his build-wealth-slowly approach based on patient investing and money management practices to reach financial freedom. Most investors try to make money through activity, but most successful investors make money through inactivity. Tune in to hear Toby and Jim Pfeifer discuss these topics and much more in this episode on Passive Investing from Left Field Podcast!

To see the full show notes and transcript, click here.

]]> 2978 no 88. Back to the Office with Group RMC and Evelyne Massa https://leftfieldinvestors.com/88-the-group-rmc-the-office-asset-class-with-evelyne-massa Group RMC is a family business, a private partnership, and a co-investment company that focuses on underappreciated institutional-quality office properties across the US in non-gateway markets. In this episode, Evelyne Massa, the Vice President of Private Investment at Group RMC, sits with Jim Pfeifer and shares the investment philosophy and principles of Group RMC. The pandemic has made office properties over-looked asset class, but there are many opportunities for buyers with a long-term outlook. Evelyne discusses how Group RMC is taking advantage of the perception that office is a distressed asset class by staying consistent and implementing their long-term plan of buying and holding long term. Listen in to learn more about investing in office buildings, why now might be a great time to evaluate this asset class and where the future for office is heading. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 30 Oct 2022 07:00:00 -0000 88. Back to the Office with Group RMC and Evelyne Massa full 88 PassivePockets, Jim Pfeifer, and Left Field Investors Evelyne Massa, the VP of The Group RMC, sits with Jim Pfeifer and shares how The Group RMC sticks with its investment philosophy and principles. Group RMC is a family business, a private partnership, and a co-investment company that focuses on underappreciated institutional-quality office properties across the US in non-gateway markets. In this episode, Evelyne Massa, the Vice President of Private Investment at Group RMC, sits with Jim Pfeifer and shares the investment philosophy and principles of Group RMC. The pandemic has made office properties over-looked asset class, but there are many opportunities for buyers with a long-term outlook. Evelyne discusses how Group RMC is taking advantage of the perception that office is a distressed asset class by staying consistent and implementing their long-term plan of buying and holding long term. Listen in to learn more about investing in office buildings, why now might be a great time to evaluate this asset class and where the future for office is heading. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Group RMC is a family business, a private partnership, and a co-investment company that focuses on underappreciated institutional-quality office properties across the US in non-gateway markets. In this episode, Evelyne Massa, the Vice President of Private Investment at Group RMC, sits with Jim Pfeifer and shares the investment philosophy and principles of Group RMC. The pandemic has made office properties over-looked asset class, but there are many opportunities for buyers with a long-term outlook. Evelyne discusses how Group RMC is taking advantage of the perception that office is a distressed asset class by staying consistent and implementing their long-term plan of buying and holding long term. Listen in to learn more about investing in office buildings, why now might be a great time to evaluate this asset class and where the future for office is heading.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3318 no IS20 - How Do You Get Started As A Passive Investor - Infielder Forum Episode With Jim Pfeifer https://leftfieldinvestors.com/is20-how-do-you-get-started-as-a-passive-investor-infielder-forum-episode-with-jim-pfeifer This week’s episode features a post from the Infielder Forum. The question was asked - How quickly did you dive in? The episode starts with that question and we discuss several replies to the Forum post. Jim Pfeifer also explains how he got his start in syndications and recommends, if you have a stable financial base - at some point, you need to take careful action! Tune in to hear how Jim and others got their start in passive syndication investing! Wed, 26 Oct 2022 07:00:00 -0000 IS20 - How Do You Get Started As A Passive Investor - Infielder Forum Episode With Jim Pfeifer full 20 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features a post from the Infielder Forum. The question was asked - How quickly did you dive in? The episode starts with that question and we discuss several replies to the Forum post. Jim Pfeifer also explains how he got his start in syndications and recommends, if you have a stable financial base - at some point, you need to take careful action! Tune in to hear how Jim and others got their start in passive syndication investing!</p> This week’s episode features a post from the Infielder Forum. The question was asked - How quickly did you dive in? The episode starts with that question and we discuss several replies to the Forum post. Jim Pfeifer also explains how he got his start in syndications and recommends, if you have a stable financial base - at some point, you need to take careful action! Tune in to hear how Jim and others got their start in passive syndication investing! This week’s episode features a post from the Infielder Forum. The question was asked - How quickly did you dive in? The episode starts with that question and we discuss several replies to the Forum post. Jim Pfeifer also explains how he got his start in syndications and recommends, if you have a stable financial base - at some point, you need to take careful action! Tune in to hear how Jim and others got their start in passive syndication investing!

]]> 786 no 87. Medical Offices - Inflation Resistant Investing With Ben Reinberg https://leftfieldinvestors.com/87-medical-offices-inflation-resistant-investing-with-ben-reinberg When investing in real estate in uncertain times such as these, it is important to look for inflation and recession resistant asset classes that can still produce acceptable returns during difficult economic conditions. Medical offices could be just such an asset class. If you are looking for a recession resistant asset class to generate passive income in any market, this is the podcast for you! In this episode, Jim Pfeifer shares an insightful conversation with Chief Executive Officer of Alliance Consolidated Group of Companies, LLC, Ben Reinberg as he talks about medical offices. Ben shares the four pillars of his company’s success and how serving people can serve you well. Tune in and get tips from the authority on medical office real estate acquisition and learn how you can be a successful passive investor even in difficult times.    Learn more about Passive Investing from our books:  https://leftfieldinvestors.com/books To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 23 Oct 2022 07:00:00 -0000 87. Medical Offices - Inflation Resistant Investing With Ben Reinberg full 87 PassivePockets, Jim Pfeifer, and Left Field Investors <p>When investing in real estate in uncertain times such as these, it is important to look for inflation and recession resistant asset classes that can still produce acceptable returns during difficult economic conditions. Medical offices could be just such an asset class. If you are looking for a recession resistant asset class to generate passive income in any market, this is the podcast for you! In this episode, Jim Pfeifer shares an insightful conversation with Chief Executive Officer of <a href="https://alliancecgc.com/">Alliance Consolidated Group of Companies, LLC</a>, <a href="https://benreinberg.com/">Ben Reinberg</a> as he talks about medical offices. Ben shares the four pillars of his company’s success and how serving people can serve you well. Tune in and get tips from the authority on medical office real estate acquisition and learn how you can be a successful passive investor even in difficult times<strong>. </strong></p><p> </p><p>Learn more about Passive Investing from our books: </p><p><a href="https://leftfieldinvestors.com/books/">https://leftfieldinvestors.com/books</a></p><p>To see the full show notes and transcript, <a href="https://leftfieldinvestors.com/87-medical-offices-inflation-resistant-investing-with-ben-reinberg">click here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> When investing in real estate in uncertain times such as these, it is important to look for inflation and recession resistant asset classes that can still produce acceptable returns during difficult economic conditions. Medical offices could be just such an asset class. If you are looking for a recession resistant asset class to generate passive income in any market, this is the podcast for you! In this episode, Jim Pfeifer shares an insightful conversation with Chief Executive Officer of Alliance Consolidated Group of Companies, LLC, Ben Reinberg as he talks about medical offices. Ben shares the four pillars of his company’s success and how serving people can serve you well. Tune in and get tips from the authority on medical office real estate acquisition and learn how you can be a successful passive investor even in difficult times.    Learn more about Passive Investing from our books:  https://leftfieldinvestors.com/books To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. When investing in real estate in uncertain times such as these, it is important to look for inflation and recession resistant asset classes that can still produce acceptable returns during difficult economic conditions. Medical offices could be just such an asset class. If you are looking for a recession resistant asset class to generate passive income in any market, this is the podcast for you! In this episode, Jim Pfeifer shares an insightful conversation with Chief Executive Officer of Alliance Consolidated Group of Companies, LLC, Ben Reinberg as he talks about medical offices. Ben shares the four pillars of his company’s success and how serving people can serve you well. Tune in and get tips from the authority on medical office real estate acquisition and learn how you can be a successful passive investor even in difficult times. 

 

Learn more about Passive Investing from our books: 

https://leftfieldinvestors.com/books

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3340 no IS19 - What's Your Passive Investing Plan With Infielder, Pat Wills https://share.transistor.fm/s/9d493719 This week’s episode features a post from the Infielder Forum. The question was asked - what is your passive investing plan? We had some good answers, but Infielder, Pat Wills, had a great explanation and diagram that he shared on the Forum. In this episode, Jim Pfeifer explains his strategy and plan and then Pat describes in detail how he structures his finances in order to maximize growth while making sure to have his expenses covered, emergency cash saved, and investing capital deployed. He also includes a category of "guilt free" spending so he and his wife can splurge on things they enjoy. Pat's diagram which we discuss in the episode is included below. Listen in as Jim and Pat talk about their passive investing plans! Pat Wills diagram.  Wed, 19 Oct 2022 07:00:00 -0000 IS19 - What's Your Passive Investing Plan With Infielder, Pat Wills full 19 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features a post from the Infielder Forum. The question was asked - what is your passive investing plan? We had some good answers, but Infielder, Pat Wills, had a great explanation and diagram that he shared on the Forum. In this episode, Jim Pfeifer explains his strategy and plan and then Pat describes in detail how he structures his finances in order to maximize growth while making sure to have his expenses covered, emergency cash saved, and investing capital deployed. He also includes a category of "guilt free" spending so he and his wife can splurge on things they enjoy. Pat's diagram which we discuss in the episode is included below. Listen in as Jim and Pat talk about their passive investing plans!</p><p><a href="https://pod-feeds.s3.us-east-1.amazonaws.com/hz7WShSvu.jpg">Pat Wills diagram</a>. </p> This week’s episode features a post from the Infielder Forum. The question was asked - what is your passive investing plan? We had some good answers, but Infielder, Pat Wills, had a great explanation and diagram that he shared on the Forum. In this episode, Jim Pfeifer explains his strategy and plan and then Pat describes in detail how he structures his finances in order to maximize growth while making sure to have his expenses covered, emergency cash saved, and investing capital deployed. He also includes a category of "guilt free" spending so he and his wife can splurge on things they enjoy. Pat's diagram which we discuss in the episode is included below. Listen in as Jim and Pat talk about their passive investing plans! Pat Wills diagram.  This week’s episode features a post from the Infielder Forum. The question was asked - what is your passive investing plan? We had some good answers, but Infielder, Pat Wills, had a great explanation and diagram that he shared on the Forum. In this episode, Jim Pfeifer explains his strategy and plan and then Pat describes in detail how he structures his finances in order to maximize growth while making sure to have his expenses covered, emergency cash saved, and investing capital deployed. He also includes a category of "guilt free" spending so he and his wife can splurge on things they enjoy. Pat's diagram which we discuss in the episode is included below. Listen in as Jim and Pat talk about their passive investing plans!

Pat Wills diagram. 

]]> 1247 no 86. Understanding Self-Directed IRAs and How to Find the Right IRA Custodian with Juan Deshon of Quest Trust Company https://leftfieldinvestors.com/86-using-self-directed-iras-to-invest-and-finding-the-right-ira-custodian-with-juan-deshon-of-quest-trust-company A self-directed IRA (SDIRA) gives you more control over your investments than a standard IRA and can help you diversify your investments within your retirement account. It allows you to invest in what you know best instead of forcing you to choose from a limited set of options determined by your IRA provider. Today’s guest, Juan Deshon, is an IRA specialist at Quest Trust Company is a self-described, certified nerd when it comes to IRA accounts. Juan explains the critical difference between a self-directed IRA and a solo 401(k), why you might need a custodian for your IRA, and how to find one that suits your needs. Join in to learn more about how you can make the most out of your retirement funds through a self-directed IRA! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 16 Oct 2022 07:00:00 -0000 86. Understanding Self-Directed IRAs and How to Find the Right IRA Custodian with Juan Deshon of Quest Trust Company full 86 PassivePockets, Jim Pfeifer, and Left Field Investors <p>A self-directed IRA (SDIRA) gives you more control over your investments than a standard IRA and can help you diversify your investments within your retirement account. It allows you to invest in what you know best instead of forcing you to choose from a limited set of options determined by your IRA provider. Today’s guest, Juan Deshon, is an IRA specialist at <a href="https://www.questtrustcompany.com/">Quest Trust Company</a> is a self-described, certified nerd when it comes to IRA accounts. Juan explains the critical difference between a self-directed IRA and a solo 401(k), why you might need a custodian for your IRA, and how to find one that suits your needs. Join in to learn more about how you can make the most out of your retirement funds through a self-directed IRA! </p><p>To see the full show notes and transcript, <a href="https://leftfieldinvestors.com/86-using-self-directed-iras-to-invest-and-finding-the-right-ira-custodian-with-juan-deshon-of-quest-trust-company">click here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> A self-directed IRA (SDIRA) gives you more control over your investments than a standard IRA and can help you diversify your investments within your retirement account. It allows you to invest in what you know best instead of forcing you to choose from a limited set of options determined by your IRA provider. Today’s guest, Juan Deshon, is an IRA specialist at Quest Trust Company is a self-described, certified nerd when it comes to IRA accounts. Juan explains the critical difference between a self-directed IRA and a solo 401(k), why you might need a custodian for your IRA, and how to find one that suits your needs. Join in to learn more about how you can make the most out of your retirement funds through a self-directed IRA! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. A self-directed IRA (SDIRA) gives you more control over your investments than a standard IRA and can help you diversify your investments within your retirement account. It allows you to invest in what you know best instead of forcing you to choose from a limited set of options determined by your IRA provider. Today’s guest, Juan Deshon, is an IRA specialist at Quest Trust Company is a self-described, certified nerd when it comes to IRA accounts. Juan explains the critical difference between a self-directed IRA and a solo 401(k), why you might need a custodian for your IRA, and how to find one that suits your needs. Join in to learn more about how you can make the most out of your retirement funds through a self-directed IRA!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2974 no IS18 - Infielder Spotlight With Paul Miller https://leftfieldinvestors.com/is18-infielder-spotlight-with-paul-miller This week’s episode features Paul Miller. Paul is a pharmacist that is focusing on investing passively on the side to help develop his wealth. Paul discovered the passive investing industry and began reading up on the subject and listening to podcasts to educate himself and build his confidence to make his first investment. Paul is going to continue to focus on investing in a couple of deals a year while looking into new asset classes. Wed, 12 Oct 2022 07:00:00 -0000 IS18 - Infielder Spotlight With Paul Miller full 18 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Paul Miller. Paul is a pharmacist that is focusing on investing passively on the side to help develop his wealth. Paul discovered the passive investing industry and began reading up on the subject and listening to podcasts to educate himself and build his confidence to make his first investment. Paul is going to continue to focus on investing in a couple of deals a year while looking into new asset classes.</p> This week’s episode features Paul Miller. Paul is a pharmacist that is focusing on investing passively on the side to help develop his wealth. Paul discovered the passive investing industry and began reading up on the subject and listening to podcasts to educate himself and build his confidence to make his first investment. Paul is going to continue to focus on investing in a couple of deals a year while looking into new asset classes. This week’s episode features Paul Miller. Paul is a pharmacist that is focusing on investing passively on the side to help develop his wealth. Paul discovered the passive investing industry and began reading up on the subject and listening to podcasts to educate himself and build his confidence to make his first investment. Paul is going to continue to focus on investing in a couple of deals a year while looking into new asset classes.

]]> 1043 no 85. Ground-Up Multifamily Development with Bryan Underwood https://leftfieldinvestors.com/85-multifamily-ground-up-development-with-bryan-underwood In real estate, there are many ways to generate cash flow and appreciation. Listen in as Jim Pfeifer talks with the Principal of Responsible Real Estate, Bryan Underwood as he shares the challenges of starting his own venture outside of his family’s business and expertise. Bryan discusses the importance of having the right partnerships, the initiative to learn from experienced mentors, and how accumulating knowledge can enable you to conquer an asset class entirely new to you. Check out this episode and be inspired by Bryan’s dedication to creating wealth while improving lives and building communities from the ground up.   Resources: Learn more about Passive Investing from our books:  https://leftfieldinvestors.com/books To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 09 Oct 2022 07:00:00 -0000 85. Ground-Up Multifamily Development with Bryan Underwood full 85 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In real estate, there are many ways to generate cash flow and appreciation. Listen in as Jim Pfeifer talks with the Principal of <a href="https://www.responsiblere.com/">Responsible Real Estate</a>, <a href="https://www.investwithbryan.com/join">Bryan Underwood</a> as he shares the challenges of starting his own venture outside of his family’s business and expertise. Bryan discusses the importance of having the right partnerships, the initiative to learn from experienced mentors, and how accumulating knowledge can enable you to conquer an asset class entirely new to you. Check out this episode and be inspired by Bryan’s dedication to creating wealth while improving lives and building communities from the ground up.<br> <br> </p><p>Resources:</p><p>Learn more about Passive Investing from our books: </p><p><a href="https://leftfieldinvestors.com/books/">https://leftfieldinvestors.com/books</a></p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/85-multifamily-ground-up-development-with-bryan-underwood">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> In real estate, there are many ways to generate cash flow and appreciation. Listen in as Jim Pfeifer talks with the Principal of Responsible Real Estate, Bryan Underwood as he shares the challenges of starting his own venture outside of his family’s business and expertise. Bryan discusses the importance of having the right partnerships, the initiative to learn from experienced mentors, and how accumulating knowledge can enable you to conquer an asset class entirely new to you. Check out this episode and be inspired by Bryan’s dedication to creating wealth while improving lives and building communities from the ground up.   Resources: Learn more about Passive Investing from our books:  https://leftfieldinvestors.com/books To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. In real estate, there are many ways to generate cash flow and appreciation. Listen in as Jim Pfeifer talks with the Principal of Responsible Real Estate, Bryan Underwood as he shares the challenges of starting his own venture outside of his family’s business and expertise. Bryan discusses the importance of having the right partnerships, the initiative to learn from experienced mentors, and how accumulating knowledge can enable you to conquer an asset class entirely new to you. Check out this episode and be inspired by Bryan’s dedication to creating wealth while improving lives and building communities from the ground up.
 
 

Resources:

Learn more about Passive Investing from our books: 

https://leftfieldinvestors.com/books

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2951 no 84. Short-Term Rentals: Turning Obstacles Into Opportunities with Richard Fertig https://leftfieldinvestors.com/84-short-term-rentals-what-investors-are-missing-out-on-with-richard-fertig Short-term rentals are an asset class many passive investors have not yet invested in. This emerging asset class presents unique opportunities, deal structures, and deal structures. Join Jim Pfeifer as he talks to serial entrepreneur, real estate developer, and experiential hospitality expert Richard Fertig about the asset class everyone is talking about, but few are investing in: short-term rentals. Richard is the Founder of Stomp Capital LLC and Short Term Rental University. Listen in as Richard talks about learning how to look for the best alternative assets, staying away from the crowded trades, and having the mindset that missing out is okay, but losing money is not. He explains how obstacles can be opportunities and by going through them, you can often maximize your success. Discover the short-term rentals asset class today!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 02 Oct 2022 07:00:00 -0000 84. Short-Term Rentals: Turning Obstacles Into Opportunities with Richard Fertig full 84 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Short-term rentals are an asset class many passive investors have not yet invested in. This emerging asset class presents unique opportunities, deal structures, and deal structures. Join <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> as he talks to serial entrepreneur, real estate developer, and experiential hospitality expert <a href="https://www.richardfertig.com/">Richard Fertig</a> about the asset class everyone is talking about, but few are investing in: short-term rentals. Richard is the Founder of <a href="https://www.stompcapital.com/ready-to-invest-li">Stomp Capital LLC</a> and <a href="https://www.str.university/">Short Term Rental University</a>. Listen in as Richard talks about learning how to look for the best alternative assets, staying away from the crowded trades, and having the mindset that missing out is okay, but losing money is not. He explains how obstacles can be opportunities and by going through them, you can often maximize your success. Discover the short-term rentals asset class today!  </p><p>To see the full show notes and transcript, <a href="https://leftfieldinvestors.com/84-short-term-rentals-what-investors-are-missing-out-on-with-richard-fertig">click here</a>. </p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for </em><a href="https://www.linkedin.com/in/jimpfeifer/"><em>Jim Pfeifer</em></a><em> and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.<br></em><br></p> Short-term rentals are an asset class many passive investors have not yet invested in. This emerging asset class presents unique opportunities, deal structures, and deal structures. Join Jim Pfeifer as he talks to serial entrepreneur, real estate developer, and experiential hospitality expert Richard Fertig about the asset class everyone is talking about, but few are investing in: short-term rentals. Richard is the Founder of Stomp Capital LLC and Short Term Rental University. Listen in as Richard talks about learning how to look for the best alternative assets, staying away from the crowded trades, and having the mindset that missing out is okay, but losing money is not. He explains how obstacles can be opportunities and by going through them, you can often maximize your success. Discover the short-term rentals asset class today!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Short-term rentals are an asset class many passive investors have not yet invested in. This emerging asset class presents unique opportunities, deal structures, and deal structures. Join Jim Pfeifer as he talks to serial entrepreneur, real estate developer, and experiential hospitality expert Richard Fertig about the asset class everyone is talking about, but few are investing in: short-term rentals. Richard is the Founder of Stomp Capital LLC and Short Term Rental University. Listen in as Richard talks about learning how to look for the best alternative assets, staying away from the crowded trades, and having the mindset that missing out is okay, but losing money is not. He explains how obstacles can be opportunities and by going through them, you can often maximize your success. Discover the short-term rentals asset class today! 

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3387 no IS17 - Teaching Your Kids To Be Investors With Jim Pfeifer https://share.transistor.fm/s/f955ef24 In this episode, Jim Pfeifer takes a topic from the Infielder Forum and shares it with the community. Jim talks about how to teach kids about investing and reveals insights from other Infielders. Tune in to hear how others have taught their kids to become investors! Wed, 28 Sep 2022 07:00:00 -0000 IS17 - Teaching Your Kids To Be Investors With Jim Pfeifer full 17 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this episode, Jim Pfeifer takes a topic from the Infielder Forum and shares it with the community. Jim talks about how to teach kids about investing and reveals insights from other Infielders. Tune in to hear how others have taught their kids to become investors!</p> In this episode, Jim Pfeifer takes a topic from the Infielder Forum and shares it with the community. Jim talks about how to teach kids about investing and reveals insights from other Infielders. Tune in to hear how others have taught their kids to become investors! In this episode, Jim Pfeifer takes a topic from the Infielder Forum and shares it with the community. Jim talks about how to teach kids about investing and reveals insights from other Infielders. Tune in to hear how others have taught their kids to become investors!

]]> 1042 no 83. Multiple Income Streams: Benefits Of Passive Investing With Peter Kim https://share.transistor.fm/s/c0ac2174 Often, when people are working in lucrative occupations, they have a lot of income coming in, but they do not have control of their time, their income, or their life. That is how today’s guest, Peter Kim felt when he was working full time as a doctor. He saw examples of other successful professionals who had bought back their time through multiple income streams and he decided to learn from them. Today’s episode features physician, entrepreneur, investor, and founder & CEO of Passive Income MD, Peter Kim as he and Jim Pfeifer discuss how you can use multiple income streams to gain control of your life and earn back your time. Peter also talks about the benefits of having the right network and community to find quality operators and mitigate the risks of investing in passive real estate. Tune in to learn more about balancing your time practicing your profession on your terms while enjoying the financial freedom and security you get from passive income streams. Sun, 25 Sep 2022 07:00:00 -0000 83. Multiple Income Streams: Benefits Of Passive Investing With Peter Kim full 83 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Often, when people are working in lucrative occupations, they have a lot of income coming in, but they do not have control of their time, their income, or their life. That is how today’s guest, Peter Kim felt when he was working full time as a doctor. He saw examples of other successful professionals who had bought back their time through multiple income streams and he decided to learn from them. Today’s episode features physician, entrepreneur, investor, and founder &amp; CEO of <a href="https://passiveincomemd.com/">Passive Income MD</a>, <a href="https://www.linkedin.com/in/peterkimmd/">Peter Kim</a> as he and <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> discuss how you can use multiple income streams to gain control of your life and earn back your time. Peter also talks about the benefits of having the right network and community to find quality operators and mitigate the risks of investing in <a href="https://www.pimdlogin.com/prea22-waitlist">passive real estate</a>. Tune in to learn more about balancing your time practicing your profession on your terms while enjoying the financial freedom and security you get from passive income streams.</p><p><br></p> Often, when people are working in lucrative occupations, they have a lot of income coming in, but they do not have control of their time, their income, or their life. That is how today’s guest, Peter Kim felt when he was working full time as a doctor. He saw examples of other successful professionals who had bought back their time through multiple income streams and he decided to learn from them. Today’s episode features physician, entrepreneur, investor, and founder & CEO of Passive Income MD, Peter Kim as he and Jim Pfeifer discuss how you can use multiple income streams to gain control of your life and earn back your time. Peter also talks about the benefits of having the right network and community to find quality operators and mitigate the risks of investing in passive real estate. Tune in to learn more about balancing your time practicing your profession on your terms while enjoying the financial freedom and security you get from passive income streams. Often, when people are working in lucrative occupations, they have a lot of income coming in, but they do not have control of their time, their income, or their life. That is how today’s guest, Peter Kim felt when he was working full time as a doctor. He saw examples of other successful professionals who had bought back their time through multiple income streams and he decided to learn from them. Today’s episode features physician, entrepreneur, investor, and founder & CEO of Passive Income MD, Peter Kim as he and Jim Pfeifer discuss how you can use multiple income streams to gain control of your life and earn back your time. Peter also talks about the benefits of having the right network and community to find quality operators and mitigate the risks of investing in passive real estate. Tune in to learn more about balancing your time practicing your profession on your terms while enjoying the financial freedom and security you get from passive income streams.


]]> 2781 no 82. Investing in Multiple Asset Classes for Consistent Cash Flow & Tax Benefits with Dave Zook https://share.transistor.fm/s/0e98ed5c Being a successful business owner and entrepreneur can be exciting – until you realize you end up giving half of your money back to the government. Our guest today, Dave Zook, used his tax burden as motivation to find a better way and now has a proven track record of successful investments. In this episode, he shares how he turned his interest in mitigating his tax liability into a business helping other investors reduce their taxes through passive real estate syndications. Dave and Jim Pfeifer discuss many of the different asset classes Dave offers as investments through The Real Asset Investor – including the newest opportunity, car washes. Listen in to learn about new asset classes and how real estate can be a vehicle for tax protection.  Sun, 18 Sep 2022 07:00:00 -0000 82. Investing in Multiple Asset Classes for Consistent Cash Flow & Tax Benefits with Dave Zook full 82 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Being a successful business owner and entrepreneur can be exciting – until you realize you end up giving half of your money back to the government. Our guest today,<a href="https://www.linkedin.com/in/dave-zook-63765a15"> Dave Zook</a>, used his tax burden as motivation to find a better way and now has a proven track record of successful investments. In this episode, he shares how he turned his interest in mitigating his tax liability into a business helping other investors reduce their taxes through passive real estate syndications. Dave and<a href="https://www.linkedin.com/in/jimpfeifer/"> Jim Pfeifer</a> discuss many of the different asset classes Dave offers as investments through <a href="https://www.therealassetinvestor.com/">The Real Asset Investor</a> – including the newest opportunity, car washes. Listen in to learn about new asset classes and how real estate can be a vehicle for tax protection. </p> Being a successful business owner and entrepreneur can be exciting – until you realize you end up giving half of your money back to the government. Our guest today, Dave Zook, used his tax burden as motivation to find a better way and now has a proven track record of successful investments. In this episode, he shares how he turned his interest in mitigating his tax liability into a business helping other investors reduce their taxes through passive real estate syndications. Dave and Jim Pfeifer discuss many of the different asset classes Dave offers as investments through The Real Asset Investor – including the newest opportunity, car washes. Listen in to learn about new asset classes and how real estate can be a vehicle for tax protection.  Being a successful business owner and entrepreneur can be exciting – until you realize you end up giving half of your money back to the government. Our guest today, Dave Zook, used his tax burden as motivation to find a better way and now has a proven track record of successful investments. In this episode, he shares how he turned his interest in mitigating his tax liability into a business helping other investors reduce their taxes through passive real estate syndications. Dave and Jim Pfeifer discuss many of the different asset classes Dave offers as investments through The Real Asset Investor – including the newest opportunity, car washes. Listen in to learn about new asset classes and how real estate can be a vehicle for tax protection. 

]]> 2727 no IS16 - Infielder Spotlight With Anthony Humphress https://share.transistor.fm/s/defb5ea5 This week’s episode features Anthony Humphress. Anthony has been active in the syndication industry for several years as a GP vs. an LP. Anthony shares how he started syndicating in the Lexington, Ky area working his way up from purchasing single-family homes. He plans to continue to expand his business, focusing on multifamily assets. Wed, 14 Sep 2022 07:00:00 -0000 IS16 - Infielder Spotlight With Anthony Humphress full 16 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Anthony Humphress. Anthony has been active in the syndication industry for several years as a GP vs. an LP. Anthony shares how he started syndicating in the Lexington, Ky area working his way up from purchasing single-family homes. He plans to continue to expand his business, focusing on multifamily assets.</p> This week’s episode features Anthony Humphress. Anthony has been active in the syndication industry for several years as a GP vs. an LP. Anthony shares how he started syndicating in the Lexington, Ky area working his way up from purchasing single-family homes. He plans to continue to expand his business, focusing on multifamily assets. This week’s episode features Anthony Humphress. Anthony has been active in the syndication industry for several years as a GP vs. an LP. Anthony shares how he started syndicating in the Lexington, Ky area working his way up from purchasing single-family homes. He plans to continue to expand his business, focusing on multifamily assets.

]]> 1193 no 81. Creating Wealth With Cash Flowing Assets With Paul Moore https://share.transistor.fm/s/7154ff9f True wealth is having assets that produce cash flow - cash flow is they key to sustaining that wealth. In this episode of Passive Investing from Left Field, Paul Moore, the founder of Wellings Capital, joins Jim Pfeifer to share his secrets on how you can keep your wealth growing by investing in cash flowing assets. Paul also shares his strategies for creating wealth and explains the difference between speculation and investing. He also talks about how you can vet sponsors by following the principles from Brian Burke’s book, Hands-Off Investors. Listen to this episode and hear Paul’s strategic plan to create wealth with cash-flowing assets!  For more ideas, you might want to visit on these podcasts: The One Thing Podcast   We Study Billionaires Podcast Sun, 11 Sep 2022 07:00:00 -0000 81. Creating Wealth With Cash Flowing Assets With Paul Moore full 81 PassivePockets, Jim Pfeifer, and Left Field Investors <p>True wealth is having assets that produce cash flow - cash flow is they key to sustaining that wealth. In this episode of Passive Investing from Left Field, <a href="https://www.linkedin.com/in/paul-moore-3255924/">Paul Moore</a>, the founder of <a href="https://www.wellingscapital.com/">Wellings Capital</a>, joins <a href="https://leftfieldinvestors.com/members/leftfield506/">Jim Pfeifer</a> to share his secrets on how you can keep your wealth growing by investing in cash flowing assets. Paul also shares his strategies for creating wealth and explains the difference between speculation and investing. He also talks about how you can vet sponsors by following the principles from Brian Burke’s book, <a href="https://www.amazon.com/gp/product/1947200275/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=9325&amp;creativeASIN=1947200275&amp;linkCode=as2&amp;tag=leftfieldinve-20&amp;linkId=8449f78f1806e2842ec3dc2b048a759a"><em>Hands-Off Investors</em>.</a> Listen to this episode and hear Paul’s strategic plan to create wealth with cash-flowing assets! <strong><br> <br></strong>For more ideas, you might want to visit on these podcasts:</p><p><a href="https://podcasts.apple.com/ph/podcast/the-one-thing/id1191482456">The One Thing Podcast</a></p><p> </p><p><a href="https://www.theinvestorspodcast.com/we-study-billionaires/">We Study Billionaires Podcast</a></p> True wealth is having assets that produce cash flow - cash flow is they key to sustaining that wealth. In this episode of Passive Investing from Left Field, Paul Moore, the founder of Wellings Capital, joins Jim Pfeifer to share his secrets on how you can keep your wealth growing by investing in cash flowing assets. Paul also shares his strategies for creating wealth and explains the difference between speculation and investing. He also talks about how you can vet sponsors by following the principles from Brian Burke’s book, Hands-Off Investors. Listen to this episode and hear Paul’s strategic plan to create wealth with cash-flowing assets!  For more ideas, you might want to visit on these podcasts: The One Thing Podcast   We Study Billionaires Podcast True wealth is having assets that produce cash flow - cash flow is they key to sustaining that wealth. In this episode of Passive Investing from Left Field, Paul Moore, the founder of Wellings Capital, joins Jim Pfeifer to share his secrets on how you can keep your wealth growing by investing in cash flowing assets. Paul also shares his strategies for creating wealth and explains the difference between speculation and investing. He also talks about how you can vet sponsors by following the principles from Brian Burke’s book, Hands-Off Investors. Listen to this episode and hear Paul’s strategic plan to create wealth with cash-flowing assets!
 
For more ideas, you might want to visit on these podcasts:

The One Thing Podcast

 

We Study Billionaires Podcast

]]> 3230 no IS15 - Infielder Spotlight With Nish Shah https://share.transistor.fm/s/3f719d47 This week’s episode features Nishant Shah. Nish is an accredited investor from the Chicago area. His W2 role is an anesthesiologist, but he is building his passive investing portfolio to give him flexibility down the road. He is looking to do some group investing with fellow physicians to help diversify his investments and minimize risk. Nish enjoys educating himself on the business through podcasts, books, and via a community like Left Field Investors. Wed, 07 Sep 2022 07:00:00 -0000 IS15 - Infielder Spotlight With Nish Shah full 15 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Nishant Shah. Nish is an accredited investor from the Chicago area. His W2 role is an anesthesiologist, but he is building his passive investing portfolio to give him flexibility down the road. He is looking to do some group investing with fellow physicians to help diversify his investments and minimize risk. Nish enjoys educating himself on the business through podcasts, books, and via a community like Left Field Investors.</p> This week’s episode features Nishant Shah. Nish is an accredited investor from the Chicago area. His W2 role is an anesthesiologist, but he is building his passive investing portfolio to give him flexibility down the road. He is looking to do some group investing with fellow physicians to help diversify his investments and minimize risk. Nish enjoys educating himself on the business through podcasts, books, and via a community like Left Field Investors. This week’s episode features Nishant Shah. Nish is an accredited investor from the Chicago area. His W2 role is an anesthesiologist, but he is building his passive investing portfolio to give him flexibility down the road. He is looking to do some group investing with fellow physicians to help diversify his investments and minimize risk. Nish enjoys educating himself on the business through podcasts, books, and via a community like Left Field Investors.

]]> 1331 no 79. How to Achieve Institutional Terms on Venture Capital Investments with Alec Ellison https://leftfieldinvestors.com/79-understanding-why-diversification-is-important-in-real-estate-with-alec-ellison/ Speculation is often the most exciting and riskiest part of a wealth-building strategy. Venture capital is a great way to potentially boost your overall portfolio returns with a small allocation to this type of speculation. We usually talk about boring (consistent) returns on real estate investments, but today we are switching gears and chasing shiny objects! Listen in as Alec Ellison, Chairman of OurCrowd US, explains how to reduce risk while investing in startups, Series A, unicorns, and much more. These are definitely more risky than our typical real estate investment, but a small and careful allocation to venture capital can have positive effects on your overall portfolio. Tune in as Alec shares his journey with Jim Pfeifer on what it’s like to pursue a proprietary public investment strategy, how to capitalize on the accelerating rate of technological change impacting companies across all industries, and learn why most startups aren’t going public as early or often as in the past. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 28 Aug 2022 07:00:00 -0000 79. How to Achieve Institutional Terms on Venture Capital Investments with Alec Ellison full 79 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Speculation is often the most exciting and riskiest part of a wealth-building strategy. Venture capital is a great way to potentially boost your overall portfolio returns with a small allocation to this type of speculation. We usually talk about boring (consistent) returns on real estate investments, but today we are switching gears and chasing shiny objects! Listen in as <a href="https://www.linkedin.com/in/alec-ellison-88371260">Alec Ellison</a>, Chairman of OurCrowd US, explains how to reduce risk while investing in startups, Series A, unicorns, and much more. These are definitely more risky than our typical real estate investment, but a small and careful allocation to venture capital can have positive effects on your overall portfolio. Tune in as Alec shares his journey with <a href="https://leftfieldinvestors.com/team/">Jim Pfeifer</a> on what it’s like to pursue a proprietary public investment strategy, how to capitalize on the accelerating rate of technological change impacting companies across all industries, and learn why most startups aren’t going public as early or often as in the past. </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/79-understanding-why-diversification-is-important-in-real-estate-with-alec-ellison/">here.</a></p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Speculation is often the most exciting and riskiest part of a wealth-building strategy. Venture capital is a great way to potentially boost your overall portfolio returns with a small allocation to this type of speculation. We usually talk about boring (consistent) returns on real estate investments, but today we are switching gears and chasing shiny objects! Listen in as Alec Ellison, Chairman of OurCrowd US, explains how to reduce risk while investing in startups, Series A, unicorns, and much more. These are definitely more risky than our typical real estate investment, but a small and careful allocation to venture capital can have positive effects on your overall portfolio. Tune in as Alec shares his journey with Jim Pfeifer on what it’s like to pursue a proprietary public investment strategy, how to capitalize on the accelerating rate of technological change impacting companies across all industries, and learn why most startups aren’t going public as early or often as in the past. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Speculation is often the most exciting and riskiest part of a wealth-building strategy. Venture capital is a great way to potentially boost your overall portfolio returns with a small allocation to this type of speculation. We usually talk about boring (consistent) returns on real estate investments, but today we are switching gears and chasing shiny objects! Listen in as Alec Ellison, Chairman of OurCrowd US, explains how to reduce risk while investing in startups, Series A, unicorns, and much more. These are definitely more risky than our typical real estate investment, but a small and careful allocation to venture capital can have positive effects on your overall portfolio. Tune in as Alec shares his journey with Jim Pfeifer on what it’s like to pursue a proprietary public investment strategy, how to capitalize on the accelerating rate of technological change impacting companies across all industries, and learn why most startups aren’t going public as early or often as in the past.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3243 no IS14 - Infielder Spotlight With David Morovitz https://share.transistor.fm/s/e74549af David Morovitz was 45 years old when he realized he didn’t have any real estate. He had no possessions besides his own property. That was what triggered him to really start investing more. So he reached out and learned about the world of syndication. He went to meetups and landed right on left-field investors. And thanks to left-field investors, David has been exposed to sponsors from every asset class to really create a diverse portfolio. Having the ability to bounce sponsors and numbers off through so many resources is something you have to take advantage of. So start now while you’re young, don’t wait till you’re 45. Get out there and start investing in real estate. Wed, 24 Aug 2022 07:00:00 -0000 IS14 - Infielder Spotlight With David Morovitz full 14 PassivePockets, Jim Pfeifer, and Left Field Investors <p><a href="https://www.linkedin.com/in/david-morovitz-b9279682/">David Morovitz</a> was 45 years old when he realized he didn’t have any real estate. He had no possessions besides his own property. That was what triggered him to really start investing more. So he reached out and learned about the world of syndication. He went to meetups and landed right on left-field investors. And thanks to left-field investors, David has been exposed to sponsors from every asset class to really create a diverse portfolio. Having the ability to bounce sponsors and numbers off through so many resources is something you have to take advantage of. So start now while you’re young, don’t wait till you’re 45. Get out there and start investing in real estate.</p> David Morovitz was 45 years old when he realized he didn’t have any real estate. He had no possessions besides his own property. That was what triggered him to really start investing more. So he reached out and learned about the world of syndication. He went to meetups and landed right on left-field investors. And thanks to left-field investors, David has been exposed to sponsors from every asset class to really create a diverse portfolio. Having the ability to bounce sponsors and numbers off through so many resources is something you have to take advantage of. So start now while you’re young, don’t wait till you’re 45. Get out there and start investing in real estate. David Morovitz was 45 years old when he realized he didn’t have any real estate. He had no possessions besides his own property. That was what triggered him to really start investing more. So he reached out and learned about the world of syndication. He went to meetups and landed right on left-field investors. And thanks to left-field investors, David has been exposed to sponsors from every asset class to really create a diverse portfolio. Having the ability to bounce sponsors and numbers off through so many resources is something you have to take advantage of. So start now while you’re young, don’t wait till you’re 45. Get out there and start investing in real estate.

]]> 1113 no 78. A Value Add Strategy That Will Help You Live Financially Free With Chris Larsen https://leftfieldinvestors.com/78-a-value-add-strategy-that-will-help-you-live-financially-free-with-chris-larsen Most people want to live a life full of choices and without regret – it’s a lot easier to accomplish this if you are financially free. To get there, you need one of the two forms of capital – time or money. Knowing which you have can help you implement an investment strategy to help you achieve your goal of being financially free. Join Jim Pfeifer as he talks with Chris Larsen about how he used his capital to attain financial freedom. Chris is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent. Learn more about the value of asking why, how life insurance is a strategy not an investment, and why car wash investments might be the next exciting thing in syndications! All that and more in today’s episode of Passive Investing from Left Field.  Sun, 21 Aug 2022 04:00:00 -0000 78. A Value Add Strategy That Will Help You Live Financially Free With Chris Larsen full 78 PassivePockets, Jim Pfeifer, and Left Field Investors The founder and Managing Partner of Next-Level Income Chris Larsen shares how you can start living a financially free life with his value add strategy Most people want to live a life full of choices and without regret – it’s a lot easier to accomplish this if you are financially free. To get there, you need one of the two forms of capital – time or money. Knowing which you have can help you implement an investment strategy to help you achieve your goal of being financially free. Join Jim Pfeifer as he talks with Chris Larsen about how he used his capital to attain financial freedom. Chris is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent. Learn more about the value of asking why, how life insurance is a strategy not an investment, and why car wash investments might be the next exciting thing in syndications! All that and more in today’s episode of Passive Investing from Left Field.  Most people want to live a life full of choices and without regret – it’s a lot easier to accomplish this if you are financially free. To get there, you need one of the two forms of capital – time or money. Knowing which you have can help you implement an investment strategy to help you achieve your goal of being financially free. Join Jim Pfeifer as he talks with Chris Larsen about how he used his capital to attain financial freedom. Chris is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent. Learn more about the value of asking why, how life insurance is a strategy not an investment, and why car wash investments might be the next exciting thing in syndications! All that and more in today’s episode of Passive Investing from Left Field. 

]]> 3067 no IS 13 - Infielder Spotlight With Brian Piana https://share.transistor.fm/s/76f6cb14 This week’s episode features Brian Piana. Brian is a professor teaching graphic design that started investing passively this past year and is currently in two deals. Brian has found a lot of value from joining a community of like-minded investors to help educate him. He plans to watch the economy for a while before deploying more capital but will be watching for the next great deal. Wed, 17 Aug 2022 04:00:00 -0000 IS 13 - Infielder Spotlight With Brian Piana full 13 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Brian Piana. Brian is a professor teaching graphic design that started investing passively this past year and is currently in two deals. Brian has found a lot of value from joining a community of like-minded investors to help educate him. He plans to watch the economy for a while before deploying more capital but will be watching for the next great deal.</p> This week’s episode features Brian Piana. Brian is a professor teaching graphic design that started investing passively this past year and is currently in two deals. Brian has found a lot of value from joining a community of like-minded investors to help educate him. He plans to watch the economy for a while before deploying more capital but will be watching for the next great deal. This week’s episode features Brian Piana. Brian is a professor teaching graphic design that started investing passively this past year and is currently in two deals. Brian has found a lot of value from joining a community of like-minded investors to help educate him. He plans to watch the economy for a while before deploying more capital but will be watching for the next great deal.

]]> 1120 no 77. Franchising: Investing In A Proven Business System With Kim Daly https://leftfieldinvestors.com/77-franchising-investing-in-a-proven-business-system-with-kim-daly/ Franchising is becoming a more popular way to start a business. It allows you to invest in an established business system with a proven track record of success. But how can you find the right franchise for you? Tune in today to hear Kim Daly share her insights. Kim is the Franchise Consultant at The Daly Coach, one of America’s Top Franchise Consultants, Founder & Host of KimDaly.tv, and Motivational Speaker & International Best-Selling Co-author. She is also the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting. For the past 20 years, Kim has been helping people realize their dreams of business ownership through franchising. In this episode, Kim sits with Jim Pfeifer to walk you through franchising, why it is a good business model for anyone who wants to dive into entrepreneurship, and how you can find the right franchise.  Sun, 14 Aug 2022 04:00:00 -0000 77. Franchising: Investing In A Proven Business System With Kim Daly full 77 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Franchising is becoming a more popular way to start a business. It allows you to invest in an established business system with a proven track record of success. But how can you find the right franchise for you? Tune in today to hear <a href="https://www.linkedin.com/in/dalykim/">Kim Daly</a> share her insights. Kim is the Franchise Consultant at <a href="https://thedalycoach.com/">The Daly Coach</a>, one of America’s Top Franchise Consultants, Founder &amp; Host of <a href="http://KimDaly.tv">KimDaly.tv</a>, and Motivational Speaker &amp; International Best-Selling Co-author. She is also the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting. For the past 20 years, Kim has been helping people realize their dreams of business ownership through franchising. In this episode, Kim sits with <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to walk you through franchising, why it is a good business model for anyone who wants to dive into entrepreneurship, and how you can find the right franchise. </p> Franchising is becoming a more popular way to start a business. It allows you to invest in an established business system with a proven track record of success. But how can you find the right franchise for you? Tune in today to hear Kim Daly share her insights. Kim is the Franchise Consultant at The Daly Coach, one of America’s Top Franchise Consultants, Founder & Host of KimDaly.tv, and Motivational Speaker & International Best-Selling Co-author. She is also the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting. For the past 20 years, Kim has been helping people realize their dreams of business ownership through franchising. In this episode, Kim sits with Jim Pfeifer to walk you through franchising, why it is a good business model for anyone who wants to dive into entrepreneurship, and how you can find the right franchise.  Franchising is becoming a more popular way to start a business. It allows you to invest in an established business system with a proven track record of success. But how can you find the right franchise for you? Tune in today to hear Kim Daly share her insights. Kim is the Franchise Consultant at The Daly Coach, one of America’s Top Franchise Consultants, Founder & Host of KimDaly.tv, and Motivational Speaker & International Best-Selling Co-author. She is also the creator of “The Daly Plan” – a millionaire mindset coaching program that enabled her to build the largest franchise consulting business in the history of franchise consulting. For the past 20 years, Kim has been helping people realize their dreams of business ownership through franchising. In this episode, Kim sits with Jim Pfeifer to walk you through franchising, why it is a good business model for anyone who wants to dive into entrepreneurship, and how you can find the right franchise. 

]]> 3374 no 76. Ditch The Spreadsheets And Track Your Syndications And Other Assets On Vyzer With Litan Yahav https://share.transistor.fm/s/cd944610 Vyzer is a wealth management tool that was designed to monitor and track all of the standard financial asset classes. But what’s most exciting about this tool is how it has been optimized to track passive syndication investments. Litan Yahav explains how Vyzer works in this conversation with Jim Pfeifer. Litan started out developing hardware and software for photographing and displaying diamonds online for trading. After he sold the company, he and his partner decided to invest on their own rather than go with a standard wealth manager.  They found real estate syndications and started allocating capital but soon found that there was no software solution for tracking syndication investments - so they decided to build their own.  This was the beginning of Vyzer - the complete wealth management tool that allows you to track all of your financial assets, including syndications and private placements.   Tune in to this episode to learn how to ditch your spreadsheets and get started with Vyzer! Sun, 07 Aug 2022 07:00:00 -0000 76. Ditch The Spreadsheets And Track Your Syndications And Other Assets On Vyzer With Litan Yahav full 76 PassivePockets, Jim Pfeifer, and Left Field Investors <p><a href="https://vyzer.co/">Vyzer</a> is a wealth management tool that was designed to monitor and track all of the standard financial asset classes. But what’s most exciting about this tool is how it has been optimized to track passive syndication investments. <a href="https://www.linkedin.com/in/litanyahav/">Litan Yahav</a> explains how Vyzer works in this conversation with <a href="https://www.linkedin.com/in/jimpfeifer">Jim Pfeifer</a>. Litan started out developing hardware and software for photographing and displaying diamonds online for trading. After he sold the company, he and his partner decided to invest on their own rather than go with a standard wealth manager.  They found real estate syndications and started allocating capital but soon found that there was no software solution for tracking syndication investments - so they decided to build their own.  This was the beginning of Vyzer - the complete wealth management tool that allows you to track all of your financial assets, including syndications and private placements.   Tune in to this episode to learn how to ditch your spreadsheets and get started with Vyzer!</p> Vyzer is a wealth management tool that was designed to monitor and track all of the standard financial asset classes. But what’s most exciting about this tool is how it has been optimized to track passive syndication investments. Litan Yahav explains how Vyzer works in this conversation with Jim Pfeifer. Litan started out developing hardware and software for photographing and displaying diamonds online for trading. After he sold the company, he and his partner decided to invest on their own rather than go with a standard wealth manager.  They found real estate syndications and started allocating capital but soon found that there was no software solution for tracking syndication investments - so they decided to build their own.  This was the beginning of Vyzer - the complete wealth management tool that allows you to track all of your financial assets, including syndications and private placements.   Tune in to this episode to learn how to ditch your spreadsheets and get started with Vyzer! Vyzer is a wealth management tool that was designed to monitor and track all of the standard financial asset classes. But what’s most exciting about this tool is how it has been optimized to track passive syndication investments. Litan Yahav explains how Vyzer works in this conversation with Jim Pfeifer. Litan started out developing hardware and software for photographing and displaying diamonds online for trading. After he sold the company, he and his partner decided to invest on their own rather than go with a standard wealth manager.  They found real estate syndications and started allocating capital but soon found that there was no software solution for tracking syndication investments - so they decided to build their own.  This was the beginning of Vyzer - the complete wealth management tool that allows you to track all of your financial assets, including syndications and private placements.   Tune in to this episode to learn how to ditch your spreadsheets and get started with Vyzer!

]]> 2508 no IS12 – Infielder Spotlight With Jeff Geagan https://share.transistor.fm/s/1bf7f182 This week’s episode features Jeff Geagan. Jeff has been investing passively for about a year and a half. Having started as an accidental landlord in the real estate industry, he has pivoted to the passive side over time. Today, Jeff shares how he found value in Left Field Investors and Tribevest to educate him and spread his risk of investing. He continues to look at new opportunities in individual and group investments.  Wed, 03 Aug 2022 07:00:00 -0000 IS12 – Infielder Spotlight With Jeff Geagan full 12 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Jeff Geagan. Jeff has been investing passively for about a year and a half. Having started as an accidental landlord in the real estate industry, he has pivoted to the passive side over time. Today, Jeff shares how he found value in Left Field Investors and Tribevest to educate him and spread his risk of investing. He continues to look at new opportunities in individual and group investments. </p> This week’s episode features Jeff Geagan. Jeff has been investing passively for about a year and a half. Having started as an accidental landlord in the real estate industry, he has pivoted to the passive side over time. Today, Jeff shares how he found value in Left Field Investors and Tribevest to educate him and spread his risk of investing. He continues to look at new opportunities in individual and group investments.  This week’s episode features Jeff Geagan. Jeff has been investing passively for about a year and a half. Having started as an accidental landlord in the real estate industry, he has pivoted to the passive side over time. Today, Jeff shares how he found value in Left Field Investors and Tribevest to educate him and spread his risk of investing. He continues to look at new opportunities in individual and group investments. 

]]> 1115 no 75. Take Action and Become an Investor with Billy Keels https://leftfieldinvestors.com/75-the-trials-of-becoming-an-investor-and-how-to-deal-with-them-with-billy-keels There is a difference between investing and saving. To attain financial freedom you need to take action and invest. In this episode, Billy Keels, Founder of First Generation Capital Partners, shares his experience and the different trials he faced along his journey. He talks about how Rich Dad Poor Dad by Robert Kiyosaki changed his mindset and helped him liberate himself from his W2. Tune in to this inspiring episode to gain insights on how Billy found investing success and achieve financial freedom.  Sun, 31 Jul 2022 07:00:00 -0000 75. Take Action and Become an Investor with Billy Keels full 75 PassivePockets, Jim Pfeifer, and Left Field Investors <p>There is a difference between investing and saving. To attain financial freedom you need to take action and invest. In this episode, <a href="https://www.linkedin.com/in/billykeels/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&amp;originalSubdomain=es">Billy Keels</a>, Founder of First Generation Capital Partners, shares his experience and the different trials he faced along his journey. He talks about how <a href="https://www.amazon.com/gp/product/1612680178/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=9325&amp;creativeASIN=1612680178&amp;linkCode=as2&amp;tag=leftfieldinve-20&amp;linkId=cb33a24462e5931abbfd706307cba03f"><em>Rich Dad Poor Dad</em></a><em> </em>by Robert Kiyosaki changed his mindset and helped him liberate himself from his W2. Tune in to this inspiring episode to gain insights on how Billy found investing success and achieve financial freedom. </p> There is a difference between investing and saving. To attain financial freedom you need to take action and invest. In this episode, Billy Keels, Founder of First Generation Capital Partners, shares his experience and the different trials he faced along his journey. He talks about how Rich Dad Poor Dad by Robert Kiyosaki changed his mindset and helped him liberate himself from his W2. Tune in to this inspiring episode to gain insights on how Billy found investing success and achieve financial freedom.  There is a difference between investing and saving. To attain financial freedom you need to take action and invest. In this episode, Billy Keels, Founder of First Generation Capital Partners, shares his experience and the different trials he faced along his journey. He talks about how Rich Dad Poor Dad by Robert Kiyosaki changed his mindset and helped him liberate himself from his W2. Tune in to this inspiring episode to gain insights on how Billy found investing success and achieve financial freedom. 

]]> 2951 no IS11 – Infielder Spotlight With Paul Shannon https://share.transistor.fm/s/bfbc38ab This week’s episode features Paul Shannon, a diversified investor with both passive and active investments in his portfolio. Today, Paul describes deal metrics that he both likes and dislikes when he is vetting a deal, as well as asset classes that he likes to invest in. Paul hails from the Indianapolis area and is focusing on conserving his capital and watching the economy for a bit while he leans towards moving more of his portfolio into the passive investing industry.  Wed, 27 Jul 2022 07:00:00 -0000 IS11 – Infielder Spotlight With Paul Shannon full 11 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Paul Shannon, a diversified investor with both passive and active investments in his portfolio. Today, Paul describes deal metrics that he both likes and dislikes when he is vetting a deal, as well as asset classes that he likes to invest in. Paul hails from the Indianapolis area and is focusing on conserving his capital and watching the economy for a bit while he leans towards moving more of his portfolio into the passive investing industry. </p> This week’s episode features Paul Shannon, a diversified investor with both passive and active investments in his portfolio. Today, Paul describes deal metrics that he both likes and dislikes when he is vetting a deal, as well as asset classes that he likes to invest in. Paul hails from the Indianapolis area and is focusing on conserving his capital and watching the economy for a bit while he leans towards moving more of his portfolio into the passive investing industry.  This week’s episode features Paul Shannon, a diversified investor with both passive and active investments in his portfolio. Today, Paul describes deal metrics that he both likes and dislikes when he is vetting a deal, as well as asset classes that he likes to invest in. Paul hails from the Indianapolis area and is focusing on conserving his capital and watching the economy for a bit while he leans towards moving more of his portfolio into the passive investing industry. 

]]> 1340 no 74. Focusing on One Asset Class in One Market and the Rise of Phoenix with Zach Haptonstall https://leftfieldinvestors.com/74-the-rise-of-phoenix-why-its-growing-to-become-a-good-place-to-invest-with-zach-haptonstall Phoenix is one of the most interesting markets for multifamily right now. In this episode, Jim Pfeifer interviews Zach Haptonstall, the CEO, and Co-Founder of Rise48 Equity and Rise48 Communities, to help us learn more about the Phoenix market. Zach takes us on his journey from a real estate investing novice to running a successful business that owns 34 different properties with over 5,500 units in the Phoenix Metro. Listen in to learn the benefits of investing with an operator who is focused on one asset class in one market and get insights on why Phoenix is still a good place to invest despite the amazing growth in recent years. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 24 Jul 2022 07:00:00 -0000 74. Focusing on One Asset Class in One Market and the Rise of Phoenix with Zach Haptonstall full 74 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Phoenix is one of the most interesting markets for multifamily right now. In this episode, <a href="https://www.linkedin.com/in/jimpfeifer">Jim Pfeifer</a> interviews <a href="https://www.linkedin.com/in/zach-haptonstall">Zach Haptonstall</a>, the CEO, and Co-Founder of <a href="https://rise48equity.com/">Rise48 Equity </a>and <a href="https://rise48communities.com/">Rise48 Communities</a>, to help us learn more about the Phoenix market. Zach takes us on his journey from a real estate investing novice to running a successful business that owns 34 different properties with over 5,500 units in the Phoenix Metro. Listen in to learn the benefits of investing with an operator who is focused on one asset class in one market and get insights on why Phoenix is still a good place to invest despite the amazing growth in recent years.<br> <br>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/74-the-rise-of-phoenix-why-its-growing-to-become-a-good-place-to-invest-with-zach-haptonstall">here.</a></p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Phoenix is one of the most interesting markets for multifamily right now. In this episode, Jim Pfeifer interviews Zach Haptonstall, the CEO, and Co-Founder of Rise48 Equity and Rise48 Communities, to help us learn more about the Phoenix market. Zach takes us on his journey from a real estate investing novice to running a successful business that owns 34 different properties with over 5,500 units in the Phoenix Metro. Listen in to learn the benefits of investing with an operator who is focused on one asset class in one market and get insights on why Phoenix is still a good place to invest despite the amazing growth in recent years. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Phoenix is one of the most interesting markets for multifamily right now. In this episode, Jim Pfeifer interviews Zach Haptonstall, the CEO, and Co-Founder of Rise48 Equity and Rise48 Communities, to help us learn more about the Phoenix market. Zach takes us on his journey from a real estate investing novice to running a successful business that owns 34 different properties with over 5,500 units in the Phoenix Metro. Listen in to learn the benefits of investing with an operator who is focused on one asset class in one market and get insights on why Phoenix is still a good place to invest despite the amazing growth in recent years.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3263 no IS10 - Infielder Spotlight With Greg Baxter https://share.transistor.fm/s/39f3ffba This week’s episode features Greg Baxter. Greg began his real estate investing journey by group investing with college friends. Eventually, he progressed into investing on his own in multi-family properties, self-storage, and mobile home parks. Today, Greg shares how he’s focusing on staying on his path to not chasing shiny objects. He also talks about his anticipation of investing in more multi-family deals in the near future with the potential of looking at becoming a General Partner himself at some point.  Wed, 20 Jul 2022 07:00:00 -0000 IS10 - Infielder Spotlight With Greg Baxter full 10 PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Greg Baxter. Greg began his real estate investing journey by group investing with college friends. Eventually, he progressed into investing on his own in multi-family properties, self-storage, and mobile home parks. Today, Greg shares how he’s focusing on staying on his path to not chasing shiny objects. He also talks about his anticipation of investing in more multi-family deals in the near future with the potential of looking at becoming a General Partner himself at some point. </p> This week’s episode features Greg Baxter. Greg began his real estate investing journey by group investing with college friends. Eventually, he progressed into investing on his own in multi-family properties, self-storage, and mobile home parks. Today, Greg shares how he’s focusing on staying on his path to not chasing shiny objects. He also talks about his anticipation of investing in more multi-family deals in the near future with the potential of looking at becoming a General Partner himself at some point.  This week’s episode features Greg Baxter. Greg began his real estate investing journey by group investing with college friends. Eventually, he progressed into investing on his own in multi-family properties, self-storage, and mobile home parks. Today, Greg shares how he’s focusing on staying on his path to not chasing shiny objects. He also talks about his anticipation of investing in more multi-family deals in the near future with the potential of looking at becoming a General Partner himself at some point. 

]]> 911 no 73. Take Control of Your Money Through Passive Investing with Camilla Jeffs https://leftfieldinvestors.com/73-take-control-of-your-money-start-passive-investing-with-camilla-jeffs Camilla Jeffs had limiting beliefs that resulted in her thinking small and then she learned about passive investing. She found that she was able to stop trading time for money and started thinking big - resulting in the growth of her business and allowed her to ditch her W2 job.   Join Jim Pfeifer as he talks to Camilla Jeffs about how she exited her W2 job and created a business to help others start the passive investing cashflow snowball. Camilla is the Founder and CEO of Steady Stream Investments and teaches investors how to create multiple streams of income while also having positive social and environmental impact on the Community. Listen in to learn more about passive investing today! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 17 Jul 2022 04:00:00 -0000 73. Take Control of Your Money Through Passive Investing with Camilla Jeffs full 73 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Camilla Jeffs had limiting beliefs that resulted in her thinking small and then she learned about passive investing. She found that she was able to stop trading time for money and started thinking big - resulting in the growth of her business and allowed her to ditch her W2 job.</p><p> </p><p>Join <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> as he talks to <a href="https://www.linkedin.com/in/camilla-jeffs/">Camilla Jeffs</a> about how she exited her W2 job and created a business to help others start the passive investing cashflow snowball. Camilla is the Founder and CEO of <a href="https://steadystreaminvestments.com/">Steady Stream Investments</a> and teaches investors how to create multiple streams of income while also having positive social and environmental impact on the Community. Listen in to learn more about passive investing today!</p><p><br>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/73-take-control-of-your-money-start-passive-investing-with-camilla-jeffs">here.</a></p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Camilla Jeffs had limiting beliefs that resulted in her thinking small and then she learned about passive investing. She found that she was able to stop trading time for money and started thinking big - resulting in the growth of her business and allowed her to ditch her W2 job.   Join Jim Pfeifer as he talks to Camilla Jeffs about how she exited her W2 job and created a business to help others start the passive investing cashflow snowball. Camilla is the Founder and CEO of Steady Stream Investments and teaches investors how to create multiple streams of income while also having positive social and environmental impact on the Community. Listen in to learn more about passive investing today! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Camilla Jeffs had limiting beliefs that resulted in her thinking small and then she learned about passive investing. She found that she was able to stop trading time for money and started thinking big - resulting in the growth of her business and allowed her to ditch her W2 job.

 

Join Jim Pfeifer as he talks to Camilla Jeffs about how she exited her W2 job and created a business to help others start the passive investing cashflow snowball. Camilla is the Founder and CEO of Steady Stream Investments and teaches investors how to create multiple streams of income while also having positive social and environmental impact on the Community. Listen in to learn more about passive investing today!


To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2698 no IS9 – Infielder Spotlight With Brian Liddy https://share.transistor.fm/s/1d7c1d89 This week’s episode features Brian Liddy. Brian has been investing passively for a while and has reduced his W2 hours in half due to the cashflow he has created. He has invested primarily in multi-family units and has spread into other asset classes - including self-storage and mobile home parks – upon seeing their potential. Brian plans to continue his journey to build his cash flow to replace all of his W2 income while also building wealth with assets that appreciate. Wed, 13 Jul 2022 07:00:00 -0000 IS9 – Infielder Spotlight With Brian Liddy full 9 PassivePockets, Jim Pfeifer, and Left Field Investors This week’s episode features Brian Liddy. Brian has been investing passively for a while and has reduced his W2 hours in half due to the cashflow he has created. He has invested primarily in multi-family units and has spread into other asset classes - inc This week’s episode features Brian Liddy. Brian has been investing passively for a while and has reduced his W2 hours in half due to the cashflow he has created. He has invested primarily in multi-family units and has spread into other asset classes - including self-storage and mobile home parks – upon seeing their potential. Brian plans to continue his journey to build his cash flow to replace all of his W2 income while also building wealth with assets that appreciate. 1110 no 72. Mark Khuri On Market Changes And Diversification From Different Asset Classes https://leftfieldinvestors.com/mark-khuri-on-market-changes-and-diversification-from-different-asset-classes We are pleased to have Mark Khuri, co-founder of SMK Capital Management, as our guest to share his insights from his over 17 years of real estate investing experience. In this episode, Mark joins host Jim Pfeifer to talk about asset classes that can thrive in difficult market conditions and the power of diversifying beyond just sponsor, market and asset class. Mark also talked about his role as a capital allocator - he is looking for best in class operators who are experienced in recession-resistant asset classes including self-storage, mobile home parks and work force housing.  Listen in for insights on effective diversification with a an expert capital allocator! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 10 Jul 2022 07:00:00 -0000 72. Mark Khuri On Market Changes And Diversification From Different Asset Classes full 72 PassivePockets, Jim Pfeifer, and Left Field Investors <p>We are pleased to have <a href="https://www.linkedin.com/in/mark-khuri-7543821">Mark Khuri</a>, co-founder of <a href="https://smkcap.com/">SMK Capital Management</a>, as our guest to share his insights from his over 17 years of real estate investing experience. In this episode, Mark joins host <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to talk about asset classes that can thrive in difficult market conditions and the power of diversifying beyond just sponsor, market and asset class. Mark also talked about his role as a capital allocator - he is looking for best in class operators who are experienced in recession-resistant asset classes including self-storage, mobile home parks and work force housing.  Listen in for insights on effective diversification with a an expert capital allocator!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/mark-khuri-on-market-changes-and-diversification-from-different-asset-classes">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> We are pleased to have Mark Khuri, co-founder of SMK Capital Management, as our guest to share his insights from his over 17 years of real estate investing experience. In this episode, Mark joins host Jim Pfeifer to talk about asset classes that can thrive in difficult market conditions and the power of diversifying beyond just sponsor, market and asset class. Mark also talked about his role as a capital allocator - he is looking for best in class operators who are experienced in recession-resistant asset classes including self-storage, mobile home parks and work force housing.  Listen in for insights on effective diversification with a an expert capital allocator! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. We are pleased to have Mark Khuri, co-founder of SMK Capital Management, as our guest to share his insights from his over 17 years of real estate investing experience. In this episode, Mark joins host Jim Pfeifer to talk about asset classes that can thrive in difficult market conditions and the power of diversifying beyond just sponsor, market and asset class. Mark also talked about his role as a capital allocator - he is looking for best in class operators who are experienced in recession-resistant asset classes including self-storage, mobile home parks and work force housing.  Listen in for insights on effective diversification with a an expert capital allocator!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2555 no IS8 - Infielder Spotlight With Brad Swenson https://share.transistor.fm/s/cd7d5de9 It is never too late to explore your options and find your true passion. By educating yourself on what’s out there, you can start building cash flow and equity without having to do actual work. In this week’s episode, Chad Ackerman interviews Brad Swenson about his journey from being a corporate employee to a passive investor. Brad works in the IT industry and lives in the New Jersey area. He started investing passively using crowdfunding to learn about the business as he grew his portfolio. Brad has diversified his investments and now plans to “go big” with the asset classes that he likes the most.  Wed, 06 Jul 2022 07:00:00 -0000 IS8 - Infielder Spotlight With Brad Swenson full PassivePockets, Jim Pfeifer, and Left Field Investors <p>It is never too late to explore your options and find your true passion. By educating yourself on what’s out there, you can start building cash flow and equity without having to do actual work. In this week’s episode, Chad Ackerman interviews Brad Swenson about his journey from being a corporate employee to a passive investor. Brad works in the IT industry and lives in the New Jersey area. He started investing passively using crowdfunding to learn about the business as he grew his portfolio. Brad has diversified his investments and now plans to “go big” with the asset classes that he likes the most. </p> It is never too late to explore your options and find your true passion. By educating yourself on what’s out there, you can start building cash flow and equity without having to do actual work. In this week’s episode, Chad Ackerman interviews Brad Swenson about his journey from being a corporate employee to a passive investor. Brad works in the IT industry and lives in the New Jersey area. He started investing passively using crowdfunding to learn about the business as he grew his portfolio. Brad has diversified his investments and now plans to “go big” with the asset classes that he likes the most.  It is never too late to explore your options and find your true passion. By educating yourself on what’s out there, you can start building cash flow and equity without having to do actual work. In this week’s episode, Chad Ackerman interviews Brad Swenson about his journey from being a corporate employee to a passive investor. Brad works in the IT industry and lives in the New Jersey area. He started investing passively using crowdfunding to learn about the business as he grew his portfolio. Brad has diversified his investments and now plans to “go big” with the asset classes that he likes the most. 

]]> 1198 no 71. Building Wealth Through Understanding Data and Trends with Neal Bawa https://leftfieldinvestors.com/71-building-wealth-through-real-estate-investing-with-neal-bawa Do you aim to build wealth in real estate? Listen in as Neal Bawa explains his own experience in the industry. Neal is known as the “Mad Scientist of Multifamily” because of his experience in the technology industry and his use of data analysis in his real estate business. As he figured out the importance of building wealth rather than building income, he decided to shift and focus on real estate. In this episode, he shares valuable insights on technology, data, and statistical analysis related to real estate investing. He also discusses how true wealth is having control of your time, your health and your money. If you want to learn some tips for creating wealth rather than chasing income, this is the episode for you! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 03 Jul 2022 07:00:00 -0000 71. Building Wealth Through Understanding Data and Trends with Neal Bawa full 71 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Do you aim to build wealth in real estate? Listen in as <a href="https://www.linkedin.com/in/neal-bawa">Neal Bawa</a> explains his own experience in the industry. Neal is known as the “Mad Scientist of Multifamily” because of his experience in the technology industry and his use of data analysis in his real estate business. As he figured out the importance of building wealth rather than building income, he decided to shift and focus on real estate. In this episode, he shares valuable insights on technology, data, and statistical analysis related to real estate investing. He also discusses how true wealth is having control of your time, your health and your money. If you want to learn some tips for creating wealth rather than chasing income, this is the episode for you!<br> <br>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/71-building-wealth-through-real-estate-investing-with-neal-bawa">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Do you aim to build wealth in real estate? Listen in as Neal Bawa explains his own experience in the industry. Neal is known as the “Mad Scientist of Multifamily” because of his experience in the technology industry and his use of data analysis in his real estate business. As he figured out the importance of building wealth rather than building income, he decided to shift and focus on real estate. In this episode, he shares valuable insights on technology, data, and statistical analysis related to real estate investing. He also discusses how true wealth is having control of your time, your health and your money. If you want to learn some tips for creating wealth rather than chasing income, this is the episode for you! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Do you aim to build wealth in real estate? Listen in as Neal Bawa explains his own experience in the industry. Neal is known as the “Mad Scientist of Multifamily” because of his experience in the technology industry and his use of data analysis in his real estate business. As he figured out the importance of building wealth rather than building income, he decided to shift and focus on real estate. In this episode, he shares valuable insights on technology, data, and statistical analysis related to real estate investing. He also discusses how true wealth is having control of your time, your health and your money. If you want to learn some tips for creating wealth rather than chasing income, this is the episode for you!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3349 no IS7 - Infielder Spotlight With Mike Trotter https://share.transistor.fm/s/1af03605 Not every investment is suited for everyone, and there are different recipes to success for each. That’s what today’s guest shares about his experience in passive investing. Chad Ackerman chats with Mike Trotter for today’s episode of Infielder Spotlight. Mike talks with Chad about his journey into passive investing after being an engineer for the past 30 years. They discuss analysis paralysis and the importance of having a community, or communities, to bounce ideas and knowledge with when it comes to where and how to make your investments. Plus, Mike shares advice on how you can find deals that are tailored to you. Not all deals are meant for everybody at their space and time in their life and their income. Hear all about it by tuning in to this episode. Wed, 29 Jun 2022 07:00:00 -0000 IS7 - Infielder Spotlight With Mike Trotter full PassivePockets, Jim Pfeifer, and Left Field Investors <p>Not every investment is suited for everyone, and there are different recipes to success for each. That’s what today’s guest shares about his experience in passive investing. Chad Ackerman chats with Mike Trotter for today’s episode of Infielder Spotlight. Mike talks with Chad about his journey into passive investing after being an engineer for the past 30 years. They discuss analysis paralysis and the importance of having a community, or communities, to bounce ideas and knowledge with when it comes to where and how to make your investments. Plus, Mike shares advice on how you can find deals that are tailored to you. Not all deals are meant for everybody at their space and time in their life and their income. Hear all about it by tuning in to this episode.</p> Not every investment is suited for everyone, and there are different recipes to success for each. That’s what today’s guest shares about his experience in passive investing. Chad Ackerman chats with Mike Trotter for today’s episode of Infielder Spotlight. Mike talks with Chad about his journey into passive investing after being an engineer for the past 30 years. They discuss analysis paralysis and the importance of having a community, or communities, to bounce ideas and knowledge with when it comes to where and how to make your investments. Plus, Mike shares advice on how you can find deals that are tailored to you. Not all deals are meant for everybody at their space and time in their life and their income. Hear all about it by tuning in to this episode. Not every investment is suited for everyone, and there are different recipes to success for each. That’s what today’s guest shares about his experience in passive investing. Chad Ackerman chats with Mike Trotter for today’s episode of Infielder Spotlight. Mike talks with Chad about his journey into passive investing after being an engineer for the past 30 years. They discuss analysis paralysis and the importance of having a community, or communities, to bounce ideas and knowledge with when it comes to where and how to make your investments. Plus, Mike shares advice on how you can find deals that are tailored to you. Not all deals are meant for everybody at their space and time in their life and their income. Hear all about it by tuning in to this episode.

]]> 1017 no 70. The Mindset for Lifetime Cashflow with Rod Khleif https://leftfieldinvestors.com/70-the-mindset-for-lifetime-cashflow-with-rod-khleif What kind of mindset do you need to achieve lifetime cash flow that can withstand any economic conditions? Rod Khleif sits down with Jim Pfeifer and shares his journey of finding his passion for real estate - from great success followed by massive losses in 2008 to rebuilding his portfolio to focus on cash-flowing multifamily properties while also being able to give back to the community. Rod discusses the challenges of keeping the cash flow coming through Covid, inflation, and other economic conditions and shares his insights on how to make informed decisions as a passive investor including eliminating limiting beliefs and finding the right mindset. Tune in to learn why the proper mindset is critical for investing success!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 26 Jun 2022 07:00:00 -0000 70. The Mindset for Lifetime Cashflow with Rod Khleif full 70 PassivePockets, Jim Pfeifer, and Left Field Investors <p>What kind of mindset do you need to achieve lifetime cash flow that can withstand any economic conditions? <a href="https://rodkhleif.com/lifetime-cashflow-podcast/">Rod Khleif</a> sits down with <a href="https://leftfieldinvestors.com/">Jim Pfeifer</a> and shares his journey of finding his passion for real estate - from great success followed by massive losses in 2008 to rebuilding his portfolio to focus on cash-flowing multifamily properties while also being able to give back to the community. Rod discusses the challenges of keeping the cash flow coming through Covid, inflation, and other economic conditions and shares his insights on how to make informed decisions as a passive investor including eliminating limiting beliefs and finding the right mindset. Tune in to learn why the proper mindset is critical for investing success!  </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/70-the-mindset-for-lifetime-cashflow-with-rod-khleif">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.<br>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> What kind of mindset do you need to achieve lifetime cash flow that can withstand any economic conditions? Rod Khleif sits down with Jim Pfeifer and shares his journey of finding his passion for real estate - from great success followed by massive losses in 2008 to rebuilding his portfolio to focus on cash-flowing multifamily properties while also being able to give back to the community. Rod discusses the challenges of keeping the cash flow coming through Covid, inflation, and other economic conditions and shares his insights on how to make informed decisions as a passive investor including eliminating limiting beliefs and finding the right mindset. Tune in to learn why the proper mindset is critical for investing success!  To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. What kind of mindset do you need to achieve lifetime cash flow that can withstand any economic conditions? Rod Khleif sits down with Jim Pfeifer and shares his journey of finding his passion for real estate - from great success followed by massive losses in 2008 to rebuilding his portfolio to focus on cash-flowing multifamily properties while also being able to give back to the community. Rod discusses the challenges of keeping the cash flow coming through Covid, inflation, and other economic conditions and shares his insights on how to make informed decisions as a passive investor including eliminating limiting beliefs and finding the right mindset. Tune in to learn why the proper mindset is critical for investing success! 

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2701 no IS6 - Infielder Spotlight With Chris Odegard, The Prolific Investor https://leftfieldinvestors.com/is6-infielder-spotlight-with-chris-odegard-the-prolific-investor/ Chris Odegard’s journey was borne out of hardship. He lost 55% of his assets during his mid-40s! He was on his 401k highway to mediocrity. Then he looked at the time he was spending versus the money he was making, and it just wasn’t worth it. It wasn’t until a note fund came into place. And that was when Chris got into the apartment syndication space. Then he quit his corporate job and never had to work again if he didn’t want to.   Join Chad Ackerman as he talks to Chris Odegard about his journey into syndication. Learn what resources he used to help him get to where he is now. Discover why Chris only invests in appreciating assets. And find out more about passive ownership.  Wed, 22 Jun 2022 07:00:00 -0000 IS6 - Infielder Spotlight With Chris Odegard, The Prolific Investor full PassivePockets, Jim Pfeifer, and Left Field Investors <p><a href="https://www.linkedin.com/in/chrisodegard/recent-activity/posts/">Chris Odegard</a>’s journey was borne out of hardship. He lost 55% of his assets during his mid-40s! He was on his 401k highway to mediocrity. Then he looked at the time he was spending versus the money he was making, and it just wasn’t worth it. It wasn’t until a note fund came into place. And that was when Chris got into the apartment syndication space. Then he quit his corporate job and never had to work again if he didn’t want to.</p><p> </p><p>Join Chad Ackerman as he talks to Chris Odegard about his journey into syndication. Learn what resources he used to help him get to where he is now. Discover why Chris only invests in appreciating assets. And find out more about passive ownership. </p> Chris Odegard’s journey was borne out of hardship. He lost 55% of his assets during his mid-40s! He was on his 401k highway to mediocrity. Then he looked at the time he was spending versus the money he was making, and it just wasn’t worth it. It wasn’t until a note fund came into place. And that was when Chris got into the apartment syndication space. Then he quit his corporate job and never had to work again if he didn’t want to.   Join Chad Ackerman as he talks to Chris Odegard about his journey into syndication. Learn what resources he used to help him get to where he is now. Discover why Chris only invests in appreciating assets. And find out more about passive ownership.  Chris Odegard’s journey was borne out of hardship. He lost 55% of his assets during his mid-40s! He was on his 401k highway to mediocrity. Then he looked at the time he was spending versus the money he was making, and it just wasn’t worth it. It wasn’t until a note fund came into place. And that was when Chris got into the apartment syndication space. Then he quit his corporate job and never had to work again if he didn’t want to.

 

Join Chad Ackerman as he talks to Chris Odegard about his journey into syndication. Learn what resources he used to help him get to where he is now. Discover why Chris only invests in appreciating assets. And find out more about passive ownership. 

]]> 1171 no 69. Why You Should Be Investing In Self-Storage With Ryan Gibson https://leftfieldinvestors.com/69-why-you-should-be-investing-in-self-storage-with-ryan-gibson You might have heard of self-storage as a great recession-resistant investment but what are the reasons behind the recent success of self-storage assets? In this episode, Jim Pfeifer sits down with Chief Investment Officer and the co-founder of Spartan Investment Group, Ryan Gibson, to answer your questions. The two discuss what makes self-storage an attractive investment in this economy and what you should be looking out for prior to investing. Ryan has invested in many asset classes but his risk-mitigating nature led him to self-storage. Why? Listen in to find out! Plus, Ryan discuss the benefits of the Fund model to minimize your losses and achieve greater returns. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 19 Jun 2022 07:00:00 -0000 69. Why You Should Be Investing In Self-Storage With Ryan Gibson full 69 PassivePockets, Jim Pfeifer, and Left Field Investors <p>You might have heard of self-storage as a great recession-resistant investment but what are the reasons behind the recent success of self-storage assets? In this episode, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> sits down with Chief Investment Officer and the co-founder of <a href="https://spartan-investors.com/">Spartan Investment Group</a>, <a href="https://www.linkedin.com/in/ryan-gibson-21784b5/">Ryan Gibson</a>, to answer your questions. The two discuss what makes self-storage an attractive investment in this economy and what you should be looking out for prior to investing. Ryan has invested in many asset classes but his risk-mitigating nature led him to self-storage. Why? Listen in to find out! Plus, Ryan discuss the benefits of the Fund model to minimize your losses and achieve greater returns.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/69-why-you-should-be-investing-in-self-storage-with-ryan-gibson">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> You might have heard of self-storage as a great recession-resistant investment but what are the reasons behind the recent success of self-storage assets? In this episode, Jim Pfeifer sits down with Chief Investment Officer and the co-founder of Spartan Investment Group, Ryan Gibson, to answer your questions. The two discuss what makes self-storage an attractive investment in this economy and what you should be looking out for prior to investing. Ryan has invested in many asset classes but his risk-mitigating nature led him to self-storage. Why? Listen in to find out! Plus, Ryan discuss the benefits of the Fund model to minimize your losses and achieve greater returns. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. You might have heard of self-storage as a great recession-resistant investment but what are the reasons behind the recent success of self-storage assets? In this episode, Jim Pfeifer sits down with Chief Investment Officer and the co-founder of Spartan Investment Group, Ryan Gibson, to answer your questions. The two discuss what makes self-storage an attractive investment in this economy and what you should be looking out for prior to investing. Ryan has invested in many asset classes but his risk-mitigating nature led him to self-storage. Why? Listen in to find out! Plus, Ryan discuss the benefits of the Fund model to minimize your losses and achieve greater returns.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3141 no IS5 - Infielder Spotlight With David Shirkey https://leftfieldinvestors.com/is5-infielder-spotlight-with-david-shirkey This week’s episode features David Shirkey.  David invests passively alongside helping run a family business and working to pass it on to the third generation of the family.  He’s found conferences and networking helpful with his education in the industry.  He’s going to be focusing more on industrial real estate going forward. Wed, 15 Jun 2022 07:00:00 -0000 IS5 - Infielder Spotlight With David Shirkey full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features David Shirkey.  David invests passively alongside helping run a family business and working to pass it on to the third generation of the family.  He’s found conferences and networking helpful with his education in the industry.  He’s going to be focusing more on industrial real estate going forward.</p> This week’s episode features David Shirkey.  David invests passively alongside helping run a family business and working to pass it on to the third generation of the family.  He’s found conferences and networking helpful with his education in the industry.  He’s going to be focusing more on industrial real estate going forward. This week’s episode features David Shirkey.  David invests passively alongside helping run a family business and working to pass it on to the third generation of the family.  He’s found conferences and networking helpful with his education in the industry.  He’s going to be focusing more on industrial real estate going forward.

]]> 999 no 68. Investing for Cash Flow & Current Benefits with Taylor Loht https://leftfieldinvestors.com/68-why-you-can-retire-faster-through-real-estate-with-taylor-loht With stocks and bonds, although you might get a small dividend, there are limited current benefits. With real estate, you get a current benefit - cash flow - from your investment and you will likely get a future benefit - appreciation - as well. Join Jim Pfeifer and Taylor Loht, the Founder of NT Capital and host of the Passive Wealth Strategies podcast as they discuss the benefits of real estate syndication investing. Taylor talks about the importance of building the mindset of turning money into more money, going to events and joining a Community to build your network, as well as avoiding the pressure to invest in a specific deal. If you want more valuable tips on earning cash flow from real estate investments, this episode’s for you. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 12 Jun 2022 07:00:00 -0000 68. Investing for Cash Flow & Current Benefits with Taylor Loht full 68 PassivePockets, Jim Pfeifer, and Left Field Investors <p>With stocks and bonds, although you might get a small dividend, there are limited current benefits. With real estate, you get a current benefit - cash flow - from your investment and you will likely get a future benefit - appreciation - as well. Join <a href="https://www.linkedin.com/in/jimpfeifer">Jim Pfeifer</a> and Taylor Loht, the Founder of <a href="https://ntcapitalgroup.com/">NT Capital</a> and host of the Passive Wealth Strategies podcast as they discuss the benefits of real estate syndication investing. Taylor talks about the importance of building the mindset of turning money into more money, going to events and joining a Community to build your network, as well as avoiding the pressure to invest in a specific deal. If you want more valuable tips on earning cash flow from real estate investments, this episode’s for you. </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/68-why-you-can-retire-faster-through-real-estate-with-taylor-loht">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> With stocks and bonds, although you might get a small dividend, there are limited current benefits. With real estate, you get a current benefit - cash flow - from your investment and you will likely get a future benefit - appreciation - as well. Join Jim Pfeifer and Taylor Loht, the Founder of NT Capital and host of the Passive Wealth Strategies podcast as they discuss the benefits of real estate syndication investing. Taylor talks about the importance of building the mindset of turning money into more money, going to events and joining a Community to build your network, as well as avoiding the pressure to invest in a specific deal. If you want more valuable tips on earning cash flow from real estate investments, this episode’s for you. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. With stocks and bonds, although you might get a small dividend, there are limited current benefits. With real estate, you get a current benefit - cash flow - from your investment and you will likely get a future benefit - appreciation - as well. Join Jim Pfeifer and Taylor Loht, the Founder of NT Capital and host of the Passive Wealth Strategies podcast as they discuss the benefits of real estate syndication investing. Taylor talks about the importance of building the mindset of turning money into more money, going to events and joining a Community to build your network, as well as avoiding the pressure to invest in a specific deal. If you want more valuable tips on earning cash flow from real estate investments, this episode’s for you.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3224 no IS4 - Infielder Spotlight With David Banks https://leftfieldinvestors.com/is4-infielder-spotlight-with-david-banks This week’s episode features David Banks. David has developed into a full-time passive investor through networking, conferences, masterminds, and mentors. He focuses on several items to vet a deal/sponsor, including knowing your own goals, the track record, and other items. Tune in and discover David’s strategy for cash-flowing deals. Wed, 08 Jun 2022 07:00:00 -0000 IS4 - Infielder Spotlight With David Banks full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features David Banks. David has developed into a full-time passive investor through networking, conferences, masterminds, and mentors. He focuses on several items to vet a deal/sponsor, including knowing your own goals, the track record, and other items. Tune in and discover David’s strategy for cash-flowing deals.</p> This week’s episode features David Banks. David has developed into a full-time passive investor through networking, conferences, masterminds, and mentors. He focuses on several items to vet a deal/sponsor, including knowing your own goals, the track record, and other items. Tune in and discover David’s strategy for cash-flowing deals. This week’s episode features David Banks. David has developed into a full-time passive investor through networking, conferences, masterminds, and mentors. He focuses on several items to vet a deal/sponsor, including knowing your own goals, the track record, and other items. Tune in and discover David’s strategy for cash-flowing deals.

]]> 960 no 67. The Beauty Of Passive Investing With Travis Watts https://leftfieldinvestors.com/67-the-beauty-of-passive-investing-with-travis-watts Often new passive investors start with a shotgun approach when it comes to sponsors - invest with a lot of different sponsors at the minimum and you do your best to vet each one. That is how Travis Watts, the Director of Investor Relations at Ashcroft Capital, started his passive investing journey. Now that he has a stable of sponsors he knows, likes and trusts - he is investing larger amounts with fewer sponsors. Join Jim Pfeifer as he and Travis talk about investing strategies, sponsor selection, the importance of setting goals and paying attention to the most critical metric in the proforma, Net Operating Income. Tune in for great tips and tricks from a very experience passive investor! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 05 Jun 2022 07:00:00 -0000 67. The Beauty Of Passive Investing With Travis Watts full 67 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Often new passive investors start with a shotgun approach when it comes to sponsors - invest with a lot of different sponsors at the minimum and you do your best to vet each one. That is how <a href="https://www.linkedin.com/in/traviswatts1234">Travis Watts</a>, the Director of Investor Relations at <a href="https://ashcroftcapital.com/">Ashcroft Capital</a>, started his passive investing journey. Now that he has a stable of sponsors he knows, likes and trusts - he is investing larger amounts with fewer sponsors. Join <a href="https://www.linkedin.com/in/jimpfeifer">Jim Pfeifer</a> as he and Travis talk about investing strategies, sponsor selection, the importance of setting goals and paying attention to the most critical metric in the proforma, Net Operating Income. Tune in for great tips and tricks from a very experience passive investor! <br>To see the full show notes and transcript, click here.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Often new passive investors start with a shotgun approach when it comes to sponsors - invest with a lot of different sponsors at the minimum and you do your best to vet each one. That is how Travis Watts, the Director of Investor Relations at Ashcroft Capital, started his passive investing journey. Now that he has a stable of sponsors he knows, likes and trusts - he is investing larger amounts with fewer sponsors. Join Jim Pfeifer as he and Travis talk about investing strategies, sponsor selection, the importance of setting goals and paying attention to the most critical metric in the proforma, Net Operating Income. Tune in for great tips and tricks from a very experience passive investor! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Often new passive investors start with a shotgun approach when it comes to sponsors - invest with a lot of different sponsors at the minimum and you do your best to vet each one. That is how Travis Watts, the Director of Investor Relations at Ashcroft Capital, started his passive investing journey. Now that he has a stable of sponsors he knows, likes and trusts - he is investing larger amounts with fewer sponsors. Join Jim Pfeifer as he and Travis talk about investing strategies, sponsor selection, the importance of setting goals and paying attention to the most critical metric in the proforma, Net Operating Income. Tune in for great tips and tricks from a very experience passive investor!
To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2733 no IS3 - Infielder Spotlight With Jon Bult https://share.transistor.fm/s/edbe9d8f This week’s episode features Jon Bult.  Jon got into his first passive deal less than a year ago.  He has been learning about the business by listening to podcasts and through the network at Left Field Investors.  Jon is continuing to expand the asset classes he’s investing in which will include crypto in the future. Wed, 01 Jun 2022 07:00:00 -0000 IS3 - Infielder Spotlight With Jon Bult full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features Jon Bult.  Jon got into his first passive deal less than a year ago.  He has been learning about the business by listening to podcasts and through the network at Left Field Investors.  Jon is continuing to expand the asset classes he’s investing in which will include crypto in the future.<br></p> This week’s episode features Jon Bult.  Jon got into his first passive deal less than a year ago.  He has been learning about the business by listening to podcasts and through the network at Left Field Investors.  Jon is continuing to expand the asset classes he’s investing in which will include crypto in the future. This week’s episode features Jon Bult.  Jon got into his first passive deal less than a year ago.  He has been learning about the business by listening to podcasts and through the network at Left Field Investors.  Jon is continuing to expand the asset classes he’s investing in which will include crypto in the future.

]]> 1023 no 66. Make The Most Of Your Assets: Understanding Asset Protection With Brian Bradley https://leftfieldinvestors.com/66-make-the-most-of-your-assets-understanding-asset-protection-with-brian-bradley You can have as many assets as you want, but they won't do you any good if they aren't protected. In this episode, Brian T. Bradley, Esq. breaks down asset protection and why it’s important to have a comprehensive plan. Brian is the Senior Managing Partner at Bradley Legal Corp, an Advisory Board Member of the Asset Protection Counsel, and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. With insights from his presentation “Understanding Asset Protection,” he gives business owners and investors valuable and practical tips to guide them on keeping their assets secure, saving on taxes, and avoiding lawsuits. There’s a lot to learn in this episode with host Jim Pfeifer, so grab your pen and get ready to take some notes! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 29 May 2022 07:00:00 -0000 66. Make The Most Of Your Assets: Understanding Asset Protection With Brian Bradley full 66 PassivePockets, Jim Pfeifer, and Left Field Investors <p>You can have as many assets as you want, but they won't do you any good if they aren't protected. In this episode, <a href="https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/">Brian T. Bradley, Esq</a>. breaks down asset protection and why it’s important to have a comprehensive plan. Brian is the Senior Managing Partner at <a href="https://btblegal.com/">Bradley Legal Corp</a>, an Advisory Board Member of the Asset Protection Counsel, and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. With insights from his presentation “<a href="https://vimeo.com/646997050/9f5a490f35">Understanding Asset Protection</a>,” he gives business owners and investors valuable and practical tips to guide them on keeping their assets secure, saving on taxes, and avoiding lawsuits. There’s a lot to learn in this episode with host <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a>, so grab your pen and get ready to take some notes! <br>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/66-make-the-most-of-your-assets-understanding-asset-protection-with-brian-bradley">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> You can have as many assets as you want, but they won't do you any good if they aren't protected. In this episode, Brian T. Bradley, Esq. breaks down asset protection and why it’s important to have a comprehensive plan. Brian is the Senior Managing Partner at Bradley Legal Corp, an Advisory Board Member of the Asset Protection Counsel, and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. With insights from his presentation “Understanding Asset Protection,” he gives business owners and investors valuable and practical tips to guide them on keeping their assets secure, saving on taxes, and avoiding lawsuits. There’s a lot to learn in this episode with host Jim Pfeifer, so grab your pen and get ready to take some notes! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. You can have as many assets as you want, but they won't do you any good if they aren't protected. In this episode, Brian T. Bradley, Esq. breaks down asset protection and why it’s important to have a comprehensive plan. Brian is the Senior Managing Partner at Bradley Legal Corp, an Advisory Board Member of the Asset Protection Counsel, and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. With insights from his presentation “Understanding Asset Protection,” he gives business owners and investors valuable and practical tips to guide them on keeping their assets secure, saving on taxes, and avoiding lawsuits. There’s a lot to learn in this episode with host Jim Pfeifer, so grab your pen and get ready to take some notes!
To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3202 no IS2 - Infielder Spotlight With Tyson Miller https://leftfieldinvestors.com/is2-infielder-spotlight-with-tyson-miller/ This week’s episode features Tyson Miller. Tyson is a full-time passive investor that started out in the IT Consulting space. Tyson has been focusing on diversifying his portfolio with both Left and Right Field investments focusing on multiple asset classes on the passive side. He plans to look outside of the popular asset classes over the next few years to expand his knowledge of the market. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 25 May 2022 07:00:00 -0000 IS2 - Infielder Spotlight With Tyson Miller full PassivePockets, Jim Pfeifer, and Left Field Investors <p>This week’s episode features <a href="http://tysonmiller.ca/">Tyson Miller</a>. Tyson is a full-time passive investor that started out in the IT Consulting space. Tyson has been focusing on diversifying his portfolio with both Left and Right Field investments focusing on multiple asset classes on the passive side. He plans to look outside of the popular asset classes over the next few years to expand his knowledge of the market.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is2-infielder-spotlight-with-tyson-miller/">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> This week’s episode features Tyson Miller. Tyson is a full-time passive investor that started out in the IT Consulting space. Tyson has been focusing on diversifying his portfolio with both Left and Right Field investments focusing on multiple asset classes on the passive side. He plans to look outside of the popular asset classes over the next few years to expand his knowledge of the market. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. This week’s episode features Tyson Miller. Tyson is a full-time passive investor that started out in the IT Consulting space. Tyson has been focusing on diversifying his portfolio with both Left and Right Field investments focusing on multiple asset classes on the passive side. He plans to look outside of the popular asset classes over the next few years to expand his knowledge of the market.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1098 no 65. The Mindset For A Rich Life With Dr. Tom Burns https://leftfieldinvestors.com/65-the-mindset-for-a-rich-life-with-dr-tom-burns To gain financial freedom, you need to have a mindset for a rich life. Jim Pfeifer and Left Field Investors sit with Dr. Tom Burns, the author of the best-selling personal finance guide for people who want to live life to the fullest, Why Doctors Don't Get Rich. Tom shares how he bought the first copy of Robert Kiyosaki’s legendary book, Rich Dad, Poor Dad. This gave him a clear roadmap of how passive income will free you through cash flowing assets. Tom discusses how financial freedom allows you to buy back your time and construct the life you want. Listen to this episode to learn more about having a mindset for a rich life. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 22 May 2022 07:00:00 -0000 65. The Mindset For A Rich Life With Dr. Tom Burns full 65 PassivePockets, Jim Pfeifer, and Left Field Investors <p>To gain financial freedom, you need to have a mindset for a rich life. <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> and Left Field Investors sit with <a href="https://www.linkedin.com/in/tom-burns-9744304/">Dr. Tom Burns</a>, the author of the best-selling personal finance guide for people who want to live life to the fullest, <a href="https://www.amazon.com/Why-Doctors-Dont-Get-Rich/dp/B098HDJSW5?crid=16N7XFB6PYUZJ&amp;keywords=rich+doctor&amp;qid=1650559025&amp;sprefix=rich+doc%2Caps%2C60&amp;sr=8-1&amp;linkCode=li2&amp;tag=leftfieldinve-20&amp;linkId=252a18bbf8d71997dc06f32c1ff8e3be&amp;language=en_US&amp;ref_=as_li_ss_il"><em>Why Doctors Don't Get Rich</em></a>. Tom shares how he bought the first copy of Robert Kiyosaki’s legendary book, <a href="https://www.amazon.com/gp/product/1612680178/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=9325&amp;creativeASIN=1612680178&amp;linkCode=as2&amp;tag=leftfieldinve-20&amp;linkId=cb33a24462e5931abbfd706307cba03f"><em>Rich Dad, Poor Dad</em></a>. This gave him a clear roadmap of how passive income will free you through cash flowing assets. Tom discusses how financial freedom allows you to buy back your time and construct the life you want. Listen to this episode to learn more about having a mindset for a rich life. </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/65-the-mindset-for-a-rich-life-with-dr-tom-burns">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> To gain financial freedom, you need to have a mindset for a rich life. Jim Pfeifer and Left Field Investors sit with Dr. Tom Burns, the author of the best-selling personal finance guide for people who want to live life to the fullest, Why Doctors Don't Get Rich. Tom shares how he bought the first copy of Robert Kiyosaki’s legendary book, Rich Dad, Poor Dad. This gave him a clear roadmap of how passive income will free you through cash flowing assets. Tom discusses how financial freedom allows you to buy back your time and construct the life you want. Listen to this episode to learn more about having a mindset for a rich life. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. To gain financial freedom, you need to have a mindset for a rich life. Jim Pfeifer and Left Field Investors sit with Dr. Tom Burns, the author of the best-selling personal finance guide for people who want to live life to the fullest, Why Doctors Don't Get Rich. Tom shares how he bought the first copy of Robert Kiyosaki’s legendary book, Rich Dad, Poor Dad. This gave him a clear roadmap of how passive income will free you through cash flowing assets. Tom discusses how financial freedom allows you to buy back your time and construct the life you want. Listen to this episode to learn more about having a mindset for a rich life.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2830 no IS1 - Infielder Spotlight With Jim Pfeifer https://leftfieldinvestors.com/is1-infielder-spotlight-with-jim-pfeifer If you are looking to diversify your investments, this podcast is for you! Left Field Investors is a community of experienced individuals sharing resources and expertise to help their tribe members make informed decisions and take calculated risks. In this episode, Jim Pfeifer shares his journey to passive investing and how the community has played a big role in his success. Tune in and learn how you can grow your network and never have to take the risk alone. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Wed, 18 May 2022 07:00:00 -0000 IS1 - Infielder Spotlight With Jim Pfeifer full PassivePockets, Jim Pfeifer, and Left Field Investors <p>If you are looking to diversify your investments, this podcast is for you! <a href="https://leftfieldinvestors.com/">Left Field Investors</a> is a community of experienced individuals sharing resources and expertise to help their tribe members make informed decisions and take calculated risks. In this episode, <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> shares his journey to passive investing and how the community has played a big role in his success. Tune in and learn how you can grow your network and never have to take the risk alone.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/is1-infielder-spotlight-with-jim-pfeifer">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> If you are looking to diversify your investments, this podcast is for you! Left Field Investors is a community of experienced individuals sharing resources and expertise to help their tribe members make informed decisions and take calculated risks. In this episode, Jim Pfeifer shares his journey to passive investing and how the community has played a big role in his success. Tune in and learn how you can grow your network and never have to take the risk alone. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. If you are looking to diversify your investments, this podcast is for you! Left Field Investors is a community of experienced individuals sharing resources and expertise to help their tribe members make informed decisions and take calculated risks. In this episode, Jim Pfeifer shares his journey to passive investing and how the community has played a big role in his success. Tune in and learn how you can grow your network and never have to take the risk alone.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 1290 no 64. What To Gain When Ditching The W-2 With Clive Davis https://leftfieldinvestors.com/64-learning-the-ropes-of-multifamily-real-estate-with-clive-davis The decision to leave the corporate world in favor of a career in real estate is always a difficult one. When you finally decide you are ready and it's time to ditch the W-2, take the leap because there is never a perfect time! This is exactly what Clive Davis did when he left a high-paying corporate job as an attorney to fully embrace real estate investing. He sits down with Jim Pfeifer to share his transition to a full time investor and how he navigates the many challenges this change entails. Clive also talks about the investment community he built where he provides a much-needed forum to share information and inspiration in the multifamily space. Listen in to hear from someone who successfully ditched the W2! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 15 May 2022 07:00:00 -0000 64. What To Gain When Ditching The W-2 With Clive Davis full 64 PassivePockets, Jim Pfeifer, and Left Field Investors <p>The decision to leave the corporate world in favor of a career in real estate is always a difficult one. When you finally decide you are ready and it's time to ditch the W-2, take the leap because there is never a perfect time! This is exactly what <a href="https://www.linkedin.com/in/clivedavisesq/">Clive Davis</a> did when he left a high-paying corporate job as an attorney to fully embrace real estate investing. He sits down with <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to share his transition to a full time investor and how he navigates the many challenges this change entails. Clive also talks about the investment community he built where he provides a much-needed forum to share information and inspiration in the multifamily space. Listen in to hear from someone who successfully ditched the W2! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/64-learning-the-ropes-of-multifamily-real-estate-with-clive-davis">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> The decision to leave the corporate world in favor of a career in real estate is always a difficult one. When you finally decide you are ready and it's time to ditch the W-2, take the leap because there is never a perfect time! This is exactly what Clive Davis did when he left a high-paying corporate job as an attorney to fully embrace real estate investing. He sits down with Jim Pfeifer to share his transition to a full time investor and how he navigates the many challenges this change entails. Clive also talks about the investment community he built where he provides a much-needed forum to share information and inspiration in the multifamily space. Listen in to hear from someone who successfully ditched the W2! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. The decision to leave the corporate world in favor of a career in real estate is always a difficult one. When you finally decide you are ready and it's time to ditch the W-2, take the leap because there is never a perfect time! This is exactly what Clive Davis did when he left a high-paying corporate job as an attorney to fully embrace real estate investing. He sits down with Jim Pfeifer to share his transition to a full time investor and how he navigates the many challenges this change entails. Clive also talks about the investment community he built where he provides a much-needed forum to share information and inspiration in the multifamily space. Listen in to hear from someone who successfully ditched the W2!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2723 no 63. Investing In Recession Proof Real Estate With Hunter Thompson https://share.transistor.fm/s/e19a4209 How can you insulate your investments from an economic downturn? What do you need to become recession proof? Jim Pfeifer talks about investing, inflation and recession proof real estate with Hunter Thompson, Managing Principal at Asym Capital. Hunter talks about raising capital, multifamily syndications, and why real estate is the real deal. Learn more investing tips and tricks as you build your passive income streams. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 08 May 2022 07:00:00 -0000 63. Investing In Recession Proof Real Estate With Hunter Thompson full 63 PassivePockets, Jim Pfeifer, and Left Field Investors <p>How can you insulate your investments from an economic downturn? What do you need to become recession proof? <a href="http://linkedin.com/in/jimpfeifer">Jim Pfeifer</a> talks about investing, inflation and recession proof real estate with <a href="https://www.linkedin.com/in/hunterthompsoncfc/">Hunter Thompson</a>, Managing Principal at <a href="https://asymcapital.com/">Asym Capital</a>. Hunter talks about raising capital, multifamily syndications, and why real estate is the real deal. Learn more investing tips and tricks as you build your passive income streams.</p><p>To see the full show notes and transcript, click here.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> How can you insulate your investments from an economic downturn? What do you need to become recession proof? Jim Pfeifer talks about investing, inflation and recession proof real estate with Hunter Thompson, Managing Principal at Asym Capital. Hunter talks about raising capital, multifamily syndications, and why real estate is the real deal. Learn more investing tips and tricks as you build your passive income streams. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. How can you insulate your investments from an economic downturn? What do you need to become recession proof? Jim Pfeifer talks about investing, inflation and recession proof real estate with Hunter Thompson, Managing Principal at Asym Capital. Hunter talks about raising capital, multifamily syndications, and why real estate is the real deal. Learn more investing tips and tricks as you build your passive income streams.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3067 no 62. Real Estate Scaling Through Syndication With Derek Clifford https://leftfieldinvestors.com/62-how-to-retire-yourself-from-your-day-job-with-derek-clifford/ There are many ways to build and grow your real estate business, but once you get to a certain point, you have to break through your limits. Syndication is one way, and scaling through syndication offers many benefits not only to you, but your partners as well. In this episode, Jim Pfeifer and Left Field Investors talk about growing your investment with Derek Clifford, founder and CEO of Elevate Equity. Derek shares his journey from accidental landlord to scaling real estate investments. Tune in to learn more great insights on how to grow your passive investments. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 01 May 2022 07:00:00 -0000 62. Real Estate Scaling Through Syndication With Derek Clifford full 62 PassivePockets, Jim Pfeifer, and Left Field Investors <p>There are many ways to build and grow your real estate business, but once you get to a certain point, you have to break through your limits. Syndication is one way, and scaling through syndication offers many benefits not only to you, but your partners as well. In this episode, Jim Pfeifer and Left Field Investors talk about growing your investment with <a href="https://www.linkedin.com/in/derek-clifford-elevate-equity/">Derek Clifford</a>, founder and CEO of <a href="https://elevateequity.org/">Elevate Equity</a>. Derek shares his journey from accidental landlord to scaling real estate investments. Tune in to learn more great insights on how to grow your passive investments.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/62-how-to-retire-yourself-from-your-day-job-with-derek-clifford/">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> There are many ways to build and grow your real estate business, but once you get to a certain point, you have to break through your limits. Syndication is one way, and scaling through syndication offers many benefits not only to you, but your partners as well. In this episode, Jim Pfeifer and Left Field Investors talk about growing your investment with Derek Clifford, founder and CEO of Elevate Equity. Derek shares his journey from accidental landlord to scaling real estate investments. Tune in to learn more great insights on how to grow your passive investments. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. There are many ways to build and grow your real estate business, but once you get to a certain point, you have to break through your limits. Syndication is one way, and scaling through syndication offers many benefits not only to you, but your partners as well. In this episode, Jim Pfeifer and Left Field Investors talk about growing your investment with Derek Clifford, founder and CEO of Elevate Equity. Derek shares his journey from accidental landlord to scaling real estate investments. Tune in to learn more great insights on how to grow your passive investments.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2912 no 61. Legacy Group: Leveraging Capitalism For A Purpose With Josh Ziegelbaum https://leftfieldinvestors.com/legacy-group-leveraging-capitalism-for-a-purpose-with-josh-ziegelbaum It’s refreshing to see how more organizations are set on generating wealth to give back to society. One of these companies with a mission to fulfill a greater purpose is the Legacy Group. Directed by one of its leaders, Josh Ziegelbaum, the Legacy Group generates value by catering to clients who invest in projects that produce favorable returns and have a positive social and environmental impact on all relevant stakeholders. Josh joins Jim Pfeifer and Left Field Investors to share his goal of targeting profitable investment opportunities for the benefit of everyone in society. Listen in as Josh explains how he and his team leverage the power of capitalism and business creation to serve others as a force for the greater good. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 24 Apr 2022 07:00:00 -0000 61. Legacy Group: Leveraging Capitalism For A Purpose With Josh Ziegelbaum full 61 PassivePockets, Jim Pfeifer, and Left Field Investors <p>It’s refreshing to see how more organizations are set on generating wealth to give back to society. One of these companies with a mission to fulfill a greater purpose is the <a href="https://legacy-group.co/">Legacy Group</a>. Directed by one of its leaders, <a href="https://www.linkedin.com/in/josh-ziegelbaum-85a01270">Josh Ziegelbaum</a>, the Legacy Group generates value by catering to clients who invest in projects that produce favorable returns and have a positive social and environmental impact on all relevant stakeholders. Josh joins Jim Pfeifer and Left Field Investors to share his goal of targeting profitable investment opportunities for the benefit of everyone in society. Listen in as Josh explains how he and his team leverage the power of capitalism and business creation to serve others as a force for the greater good.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/legacy-group-leveraging-capitalism-for-a-purpose-with-josh-ziegelbaum">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> It’s refreshing to see how more organizations are set on generating wealth to give back to society. One of these companies with a mission to fulfill a greater purpose is the Legacy Group. Directed by one of its leaders, Josh Ziegelbaum, the Legacy Group generates value by catering to clients who invest in projects that produce favorable returns and have a positive social and environmental impact on all relevant stakeholders. Josh joins Jim Pfeifer and Left Field Investors to share his goal of targeting profitable investment opportunities for the benefit of everyone in society. Listen in as Josh explains how he and his team leverage the power of capitalism and business creation to serve others as a force for the greater good. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. It’s refreshing to see how more organizations are set on generating wealth to give back to society. One of these companies with a mission to fulfill a greater purpose is the Legacy Group. Directed by one of its leaders, Josh Ziegelbaum, the Legacy Group generates value by catering to clients who invest in projects that produce favorable returns and have a positive social and environmental impact on all relevant stakeholders. Josh joins Jim Pfeifer and Left Field Investors to share his goal of targeting profitable investment opportunities for the benefit of everyone in society. Listen in as Josh explains how he and his team leverage the power of capitalism and business creation to serve others as a force for the greater good.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2374 no 60. Insights On Inflation, The Economy And Global Events With Eric Sussman https://leftfieldinvestors.com/60-insights-on-inflation-the-economy-and-global-events-with-eric-sussman/ With so much happening in the world today, the state of the economy has been messy and unpredictable. Yet, the real estate market is booming. Jim Pfeifer sits down with Eric Sussman, a Founding Partner at Clear Capital, to learn how investors should approach the industry nowadays. They discuss the effects of inflation on real estate and the economy, how to maximize rent increases, and why a lot of deals are able to complete a full cycle much faster than in the past. The two also bring their discussion to global events as they talk about the impact of the rising gas prices due to the Ukrainian-Russian War and China’s attempt to implement a zero-tolerance policy for COVID-19. Tune in to learn more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 17 Apr 2022 07:00:00 -0000 60. Insights On Inflation, The Economy And Global Events With Eric Sussman full 60 PassivePockets, Jim Pfeifer, and Left Field Investors <p>With so much happening in the world today, the state of the economy has been messy and unpredictable. Yet, the real estate market is booming. <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> sits down with <a href="https://www.linkedin.com/in/eric-sussman-6a521/">Eric Sussman</a>, a Founding Partner at <a href="https://www.clearcapllc.com/">Clear Capital</a>, to learn how investors should approach the industry nowadays. They discuss the effects of inflation on real estate and the economy, how to maximize rent increases, and why a lot of deals are able to complete a full cycle much faster than in the past. The two also bring their discussion to global events as they talk about the impact of the rising gas prices due to the Ukrainian-Russian War and China’s attempt to implement a zero-tolerance policy for COVID-19. Tune in to learn more!</p><p>To see the full show notes and transcript, click here.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> With so much happening in the world today, the state of the economy has been messy and unpredictable. Yet, the real estate market is booming. Jim Pfeifer sits down with Eric Sussman, a Founding Partner at Clear Capital, to learn how investors should approach the industry nowadays. They discuss the effects of inflation on real estate and the economy, how to maximize rent increases, and why a lot of deals are able to complete a full cycle much faster than in the past. The two also bring their discussion to global events as they talk about the impact of the rising gas prices due to the Ukrainian-Russian War and China’s attempt to implement a zero-tolerance policy for COVID-19. Tune in to learn more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. With so much happening in the world today, the state of the economy has been messy and unpredictable. Yet, the real estate market is booming. Jim Pfeifer sits down with Eric Sussman, a Founding Partner at Clear Capital, to learn how investors should approach the industry nowadays. They discuss the effects of inflation on real estate and the economy, how to maximize rent increases, and why a lot of deals are able to complete a full cycle much faster than in the past. The two also bring their discussion to global events as they talk about the impact of the rising gas prices due to the Ukrainian-Russian War and China’s attempt to implement a zero-tolerance policy for COVID-19. Tune in to learn more!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3023 no 59. Safeguard your Future with Proper Asset Protection with Scott Smith https://leftfieldinvestors.com/59-protect-your-future-with-proper-asset-protection-with-scott-smith When it comes to asset protection and the legal side of real estate, a lot of people can run into trouble. Some people use their personal names for their assets, and when things get rough, they end up with nothing. Learn how you can protect yourself with your hosts Jim Pfeifer and the Left Field Investors as they talk to Scott Smith of Royal Legal Solutions. Scott is an Attorney and the Founder of Royal Legal Systems. His goal is to share his knowledge as an Attorney to help real estate investors protect their futures. Learn what a Series LLC is and what a Child Series is. Find the right sponsors and work with the right people. Listen to the conversation to protect your assets ASAP! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 10 Apr 2022 07:00:00 -0000 59. Safeguard your Future with Proper Asset Protection with Scott Smith full 59 PassivePockets, Jim Pfeifer, and Left Field Investors <p>When it comes to asset protection and the legal side of real estate, a lot of people can run into trouble. Some people use their personal names for their assets, and when things get rough, they end up with nothing. Learn how you can protect yourself with your hosts Jim Pfeifer and the Left Field Investors as they talk to <a href="https://www.linkedin.com/in/scott-royal-smith/">Scott Smith</a> of <a href="https://royallegalsolutions.com/">Royal Legal Solutions</a>. Scott is an Attorney and the Founder of Royal Legal Systems. His goal is to share his knowledge as an Attorney to help real estate investors protect their futures. Learn what a Series LLC is and what a Child Series is. Find the right sponsors and work with the right people. Listen to the conversation to protect your assets ASAP!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/59-protect-your-future-with-proper-asset-protection-with-scott-smith">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> When it comes to asset protection and the legal side of real estate, a lot of people can run into trouble. Some people use their personal names for their assets, and when things get rough, they end up with nothing. Learn how you can protect yourself with your hosts Jim Pfeifer and the Left Field Investors as they talk to Scott Smith of Royal Legal Solutions. Scott is an Attorney and the Founder of Royal Legal Systems. His goal is to share his knowledge as an Attorney to help real estate investors protect their futures. Learn what a Series LLC is and what a Child Series is. Find the right sponsors and work with the right people. Listen to the conversation to protect your assets ASAP! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. When it comes to asset protection and the legal side of real estate, a lot of people can run into trouble. Some people use their personal names for their assets, and when things get rough, they end up with nothing. Learn how you can protect yourself with your hosts Jim Pfeifer and the Left Field Investors as they talk to Scott Smith of Royal Legal Solutions. Scott is an Attorney and the Founder of Royal Legal Systems. His goal is to share his knowledge as an Attorney to help real estate investors protect their futures. Learn what a Series LLC is and what a Child Series is. Find the right sponsors and work with the right people. Listen to the conversation to protect your assets ASAP!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3025 no 58. RV Parks as a Passive Investment with Sam Wilson https://leftfieldinvestors.com/58-self-storage-as-a-passive-investment-with-sam-wilson Investing of any form is never a walk in the park. But once you’ve learned the ropes and set the foundations for active investing, passive investments can be easier than you think. In this episode, Sam Wilson, the founder of Bricken Investment Group, shares his expertise on both aspects. Sam is an active investor currently focused on RV parks and RV and boat storage. With his years of real estate experience, Sam understands that the key success factor in passive investing is choosing the right team. He joins Jim Pfeifer to talk about his history of both active and passive investing. Listen in as Sam shares how he got involved and started deploying money into passive assets. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 03 Apr 2022 07:00:00 -0000 58. RV Parks as a Passive Investment with Sam Wilson full 58 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Investing of any form is never a walk in the park. But once you’ve learned the ropes and set the foundations for active investing, passive investments can be easier than you think. In this episode, <a href="https://www.linkedin.com/in/brickeninvestmentgroup">Sam Wilson</a>, the founder of <a href="https://brickeninvestmentgroup.com/about/">Bricken Investment Group</a>, shares his expertise on both aspects. Sam is an active investor currently focused on RV parks and RV and boat storage. With his years of real estate experience, Sam understands that the key success factor in passive investing is choosing the right team. He joins <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to talk about his history of both active and passive investing. Listen in as Sam shares how he got involved and started deploying money into passive assets.</p><p><br>To see the full show notes and transcript, click <a href="https://www.leftfieldinvestors.com/58-rv-parks-as-a-passive-investment-with-sam-wilson/">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Investing of any form is never a walk in the park. But once you’ve learned the ropes and set the foundations for active investing, passive investments can be easier than you think. In this episode, Sam Wilson, the founder of Bricken Investment Group, shares his expertise on both aspects. Sam is an active investor currently focused on RV parks and RV and boat storage. With his years of real estate experience, Sam understands that the key success factor in passive investing is choosing the right team. He joins Jim Pfeifer to talk about his history of both active and passive investing. Listen in as Sam shares how he got involved and started deploying money into passive assets. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Investing of any form is never a walk in the park. But once you’ve learned the ropes and set the foundations for active investing, passive investments can be easier than you think. In this episode, Sam Wilson, the founder of Bricken Investment Group, shares his expertise on both aspects. Sam is an active investor currently focused on RV parks and RV and boat storage. With his years of real estate experience, Sam understands that the key success factor in passive investing is choosing the right team. He joins Jim Pfeifer to talk about his history of both active and passive investing. Listen in as Sam shares how he got involved and started deploying money into passive assets.


To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2550 no 57. Getting Ready For Retirement: Passive Investing With Dan Kryzanowski https://leftfieldinvestors.com/getting-ready-for-retirement-passive-investing-with-dan-kryzanowski Everyone wants to have a comfortable retirement, but the problem is how to get there. Passive investing is one tool you can use to ensure you spend your retirement years doing what you love.  Jim Pfeifer and Left Field Investors talk passive money with Dan Kryzanowski, Advisory Partner at BV Capital. Dan discusses how to make your 401k work for you, investing in IRA, moving into real estate, and the opportunities in it. Join this discussion and learn some great tips to prepare for your retirement. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 27 Mar 2022 07:00:00 -0000 57. Getting Ready For Retirement: Passive Investing With Dan Kryzanowski full 57 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Everyone wants to have a comfortable retirement, but the problem is how to get there. Passive investing is one tool you can use to ensure you spend your retirement years doing what you love.  Jim Pfeifer and Left Field Investors talk passive money with <a href="https://www.linkedin.com/in/danielkryzanowski/">Dan Kryzanowski</a>, Advisory Partner at <a href="https://bvcapitaltx.com/">BV Capital</a>. Dan discusses how to make your 401k work for you, investing in IRA, moving into real estate, and the opportunities in it. Join this discussion and learn some great tips to prepare for your retirement.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/getting-ready-for-retirement-passive-investing-with-dan-kryzanowski">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Everyone wants to have a comfortable retirement, but the problem is how to get there. Passive investing is one tool you can use to ensure you spend your retirement years doing what you love.  Jim Pfeifer and Left Field Investors talk passive money with Dan Kryzanowski, Advisory Partner at BV Capital. Dan discusses how to make your 401k work for you, investing in IRA, moving into real estate, and the opportunities in it. Join this discussion and learn some great tips to prepare for your retirement. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Everyone wants to have a comfortable retirement, but the problem is how to get there. Passive investing is one tool you can use to ensure you spend your retirement years doing what you love.  Jim Pfeifer and Left Field Investors talk passive money with Dan Kryzanowski, Advisory Partner at BV Capital. Dan discusses how to make your 401k work for you, investing in IRA, moving into real estate, and the opportunities in it. Join this discussion and learn some great tips to prepare for your retirement.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2678 no 56. Taking Imperfect Action On The Way To Financial Freedom With Russ Morgan https://leftfieldinvestors.com/56-taking-imperfect-action-on-the-way-to-financial-freedom-with-russ-morgan You don’t need to have 100% knowledge to start investing. All you have to do is imperfect action. Enter Russ Morgan, the Wealth Without Wall Street’s Founder and Partner, famous as “The Idea Guy.” He talks about how you can take action by having a 40% to 70% knowledge range. Do more due diligence if you don’t know even 40% of what you need. Once you have enough knowledge, take imperfect action! Don’t be afraid of failure; they don’t exist. It’s either you learn a lesson, or you succeed. If you want more tips on how to succeed in your investments, tune in! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 20 Mar 2022 07:00:00 -0000 56. Taking Imperfect Action On The Way To Financial Freedom With Russ Morgan full 56 PassivePockets, Jim Pfeifer, and Left Field Investors <p>You don’t need to have 100% knowledge to start investing. All you have to do is imperfect action. Enter <a href="https://www.wealthwithoutwallstreet.com/about-us">Russ Morgan</a>, the Wealth Without Wall Street’s Founder and Partner, famous as “The Idea Guy.” He talks about how you can take action by having a 40% to 70% knowledge range. Do more due diligence if you don’t know even 40% of what you need. Once you have enough knowledge, take imperfect action! Don’t be afraid of failure; they don’t exist. It’s either you learn a lesson, or you succeed. If you want more tips on how to succeed in your investments, tune in!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/56-taking-imperfect-action-on-the-way-to-financial-freedom-with-russ-morgan">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> You don’t need to have 100% knowledge to start investing. All you have to do is imperfect action. Enter Russ Morgan, the Wealth Without Wall Street’s Founder and Partner, famous as “The Idea Guy.” He talks about how you can take action by having a 40% to 70% knowledge range. Do more due diligence if you don’t know even 40% of what you need. Once you have enough knowledge, take imperfect action! Don’t be afraid of failure; they don’t exist. It’s either you learn a lesson, or you succeed. If you want more tips on how to succeed in your investments, tune in! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. You don’t need to have 100% knowledge to start investing. All you have to do is imperfect action. Enter Russ Morgan, the Wealth Without Wall Street’s Founder and Partner, famous as “The Idea Guy.” He talks about how you can take action by having a 40% to 70% knowledge range. Do more due diligence if you don’t know even 40% of what you need. Once you have enough knowledge, take imperfect action! Don’t be afraid of failure; they don’t exist. It’s either you learn a lesson, or you succeed. If you want more tips on how to succeed in your investments, tune in!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2431 no 55. Ask The Right Questions, Find The Right Syndicators: A Guide To Passive Investing With Alex Moore https://leftfieldinvestors.com/ask-the-right-questions-find-the-right-investment-sponsors-a-guide-to-passive-investing-with-alex-moore Finding enough capital for real estate investments can be a challenge. Once you have the capital, finding the right sponsor often means using your network and asking tough questions - both contribute to the success of your investment. Jim Pfeifer sits down for a discussion on syndication sponsors with Greywhale Capital’s founder and managing partner, Alex Moore. Alex examines what you need to know about reviewing syndicators — from finding sponsors to what you need to ask prospective sponsors. Learn more about the passive investment game by tuning in! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 13 Mar 2022 07:00:00 -0000 55. Ask The Right Questions, Find The Right Syndicators: A Guide To Passive Investing With Alex Moore full 55 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Finding enough capital for real estate investments can be a challenge. Once you have the capital, finding the right sponsor often means using your network and asking tough questions - both contribute to the success of your investment. <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> sits down for a discussion on syndication sponsors with <a href="https://www.greywhalecapital.com/">Greywhale Capital</a>’s founder and managing partner, <a href="https://www.linkedin.com/in/alexandramoore/">Alex Moore</a>. Alex examines what you need to know about reviewing syndicators — from finding sponsors to what you need to ask prospective sponsors. Learn more about the passive investment game by tuning in! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/ask-the-right-questions-find-the-right-investment-sponsors-a-guide-to-passive-investing-with-alex-moore">here</a>. </p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Finding enough capital for real estate investments can be a challenge. Once you have the capital, finding the right sponsor often means using your network and asking tough questions - both contribute to the success of your investment. Jim Pfeifer sits down for a discussion on syndication sponsors with Greywhale Capital’s founder and managing partner, Alex Moore. Alex examines what you need to know about reviewing syndicators — from finding sponsors to what you need to ask prospective sponsors. Learn more about the passive investment game by tuning in! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Finding enough capital for real estate investments can be a challenge. Once you have the capital, finding the right sponsor often means using your network and asking tough questions - both contribute to the success of your investment. Jim Pfeifer sits down for a discussion on syndication sponsors with Greywhale Capital’s founder and managing partner, Alex Moore. Alex examines what you need to know about reviewing syndicators — from finding sponsors to what you need to ask prospective sponsors. Learn more about the passive investment game by tuning in!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2204 no 54. Mobile Home Parks: An Income-Driven Strategy With Ryan Murdock https://leftfieldinvestors.com/mobile-home-parks-an-income-driving-strategy-with-ryan-murdock You shouldn’t have to choose between cash flow and appreciation. Mobile home parks are becoming quite common investments for real-estate investors. Ryan Murdock, co-founder and strategic advisor to mobile home park syndicator, Open Door Capital, joins Jim Pfeifer to teach us how these assets can often generate more cash flow and appreciation than other multifamily investments. Ryan also talks about leveraging value-add opportunities that enable forced appreciation for mobile home parks. Listen in and learn more as Ryan lets us in on the secret to why he considers mobile home parks recession-resistant assets. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 06 Mar 2022 08:00:00 -0000 54. Mobile Home Parks: An Income-Driven Strategy With Ryan Murdock full 54 PassivePockets, Jim Pfeifer, and Left Field Investors <p>You shouldn’t have to choose between cash flow and appreciation. Mobile home parks are becoming quite common investments for real-estate investors. <a href="https://www.linkedin.com/in/ryanmurdock">Ryan Murdock</a>, co-founder and strategic advisor to mobile home park syndicator, <a href="https://odcfund.com/">Open Door Capital</a>, joins <a href="https://www.linkedin.com/in/jimpfeifer/">Jim Pfeifer</a> to teach us how these assets can often generate more cash flow and appreciation than other multifamily investments. Ryan also talks about leveraging value-add opportunities that enable forced appreciation for mobile home parks. Listen in and learn more as Ryan lets us in on the secret to why he considers mobile home parks recession-resistant assets.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/mobile-home-parks-an-income-driving-strategy-with-ryan-murdock">here</a>.<br> <br><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> You shouldn’t have to choose between cash flow and appreciation. Mobile home parks are becoming quite common investments for real-estate investors. Ryan Murdock, co-founder and strategic advisor to mobile home park syndicator, Open Door Capital, joins Jim Pfeifer to teach us how these assets can often generate more cash flow and appreciation than other multifamily investments. Ryan also talks about leveraging value-add opportunities that enable forced appreciation for mobile home parks. Listen in and learn more as Ryan lets us in on the secret to why he considers mobile home parks recession-resistant assets. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. You shouldn’t have to choose between cash flow and appreciation. Mobile home parks are becoming quite common investments for real-estate investors. Ryan Murdock, co-founder and strategic advisor to mobile home park syndicator, Open Door Capital, joins Jim Pfeifer to teach us how these assets can often generate more cash flow and appreciation than other multifamily investments. Ryan also talks about leveraging value-add opportunities that enable forced appreciation for mobile home parks. Listen in and learn more as Ryan lets us in on the secret to why he considers mobile home parks recession-resistant assets.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2595 no 53. Ins And Outs Of Passive Real Estate Investing With Aryeh Sheinbein https://leftfieldinvestors.com/ins-and-outs-of-passive-real-estate-investing-with-aryeh-sheinbein Are you interested in venturing into real estate syndications through passive investing? Do you think your current knowledge in investing is enough to help you succeed? Come and join us in today’s episode with Aryeh Sheinbein as he shares his more than twenty years of experience in the financial services industry. He describes some of the motivations that different platforms and operators have when presenting opportunities  and how this could influence the performance of an investment. Aryeh also discusses some of the popular metrics sponsors use in their investment presentations and the importance of properly analyzing the sponsor prior to making an investment. Stay tuned to learn different strategies and to help you gain a deeper understanding of passive investing! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 27 Feb 2022 08:00:00 -0000 53. Ins And Outs Of Passive Real Estate Investing With Aryeh Sheinbein full 53 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Are you interested in venturing into real estate syndications through passive investing? Do you think your current knowledge in investing is enough to help you succeed? Come and join us in today’s episode with <a href="https://www.linkedin.com/in/aryehsheinbein">Aryeh Sheinbein</a> as he shares his more than twenty years of experience in the financial services industry. He describes some of the motivations that different platforms and operators have when presenting opportunities  and how this could influence the performance of an investment. Aryeh also discusses some of the popular metrics sponsors use in their investment presentations and the importance of properly analyzing the sponsor prior to making an investment. Stay tuned to learn different strategies and to help you gain a deeper understanding of passive investing!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/ins-and-outs-of-passive-real-estate-investing-with-aryeh-sheinbein">here</a>.<br> <br><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Are you interested in venturing into real estate syndications through passive investing? Do you think your current knowledge in investing is enough to help you succeed? Come and join us in today’s episode with Aryeh Sheinbein as he shares his more than twenty years of experience in the financial services industry. He describes some of the motivations that different platforms and operators have when presenting opportunities  and how this could influence the performance of an investment. Aryeh also discusses some of the popular metrics sponsors use in their investment presentations and the importance of properly analyzing the sponsor prior to making an investment. Stay tuned to learn different strategies and to help you gain a deeper understanding of passive investing! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Are you interested in venturing into real estate syndications through passive investing? Do you think your current knowledge in investing is enough to help you succeed? Come and join us in today’s episode with Aryeh Sheinbein as he shares his more than twenty years of experience in the financial services industry. He describes some of the motivations that different platforms and operators have when presenting opportunities  and how this could influence the performance of an investment. Aryeh also discusses some of the popular metrics sponsors use in their investment presentations and the importance of properly analyzing the sponsor prior to making an investment. Stay tuned to learn different strategies and to help you gain a deeper understanding of passive investing!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3092 no 52. Executing The Right Retail Investing Strategies With Robert Levy https://leftfieldinvestors.com/executing-the-right-retail-investing-strategies-with-robert-levy Are you sure you're executing the right strategies, or are you willing to learn more? It’s never too late to start diving in and grow your business! In this episode, Robert Levy, founding partner of LPX investments, shares his knowledge on real estate investing, specifically in retail. Robert has been in real estate for 30 plus years. He got a job with a local real estate consulting firm straight out of college and then became an investment banker and a stock analyst. Robert has been involved in many areas of real estate including asset management, finance, multifamily, retail, and hotels - this experience gives him an advantage when determining where to allocate capital. Tune in and find out more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 20 Feb 2022 08:00:00 -0000 52. Executing The Right Retail Investing Strategies With Robert Levy full 52 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Are you sure you're executing the right strategies, or are you willing to learn more? It’s never too late to start diving in and grow your business! In this episode, <a href="https://www.linkedin.com/in/robert-levy-1a838721">Robert Levy</a>, founding partner of LPX investments, shares his knowledge on real estate investing, specifically in retail. Robert has been in real estate for 30 plus years. He got a job with a local real estate consulting firm straight out of college and then became an investment banker and a stock analyst. Robert has been involved in many areas of real estate including asset management, finance, multifamily, retail, and hotels - this experience gives him an advantage when determining where to allocate capital. Tune in and find out more! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/executing-the-right-retail-investing-strategies-with-robert-levy">here</a>.<br> <br><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.</em></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Are you sure you're executing the right strategies, or are you willing to learn more? It’s never too late to start diving in and grow your business! In this episode, Robert Levy, founding partner of LPX investments, shares his knowledge on real estate investing, specifically in retail. Robert has been in real estate for 30 plus years. He got a job with a local real estate consulting firm straight out of college and then became an investment banker and a stock analyst. Robert has been involved in many areas of real estate including asset management, finance, multifamily, retail, and hotels - this experience gives him an advantage when determining where to allocate capital. Tune in and find out more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Are you sure you're executing the right strategies, or are you willing to learn more? It’s never too late to start diving in and grow your business! In this episode, Robert Levy, founding partner of LPX investments, shares his knowledge on real estate investing, specifically in retail. Robert has been in real estate for 30 plus years. He got a job with a local real estate consulting firm straight out of college and then became an investment banker and a stock analyst. Robert has been involved in many areas of real estate including asset management, finance, multifamily, retail, and hotels - this experience gives him an advantage when determining where to allocate capital. Tune in and find out more!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2448 no 51. The State Of The Economy: Where Inflation Is Headed In 2022 With John Horn https://leftfieldinvestors.com/the-state-of-the-economy-where-inflation-is-headed-in-2022-with-john-horn/ Economies worldwide are facing some of the most unpredictable times caused by the pandemic. To help you navigate the economy in the upcoming year is John Horn, Professor of Practice of Economics at the Olin Business School at Washington University in St. Louis. He joins Jim Pfeifer to shed light on the current state of the country’s economy and where it’s headed in terms of inflation. The pandemic has undeniably boggled multiple economies and has had cascading effects with supply chain issues, reductions in the workforce, the wage-price spiral, and more. Tune in as John breaks down and entertains different possibilities for the economy this 2022. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 13 Feb 2022 08:00:00 -0000 51. The State Of The Economy: Where Inflation Is Headed In 2022 With John Horn full 51 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Economies worldwide are facing some of the most unpredictable times caused by the pandemic. To help you navigate the economy in the upcoming year is <a href="https://www.linkedin.com/in/john-horn/">John Horn</a>, Professor of Practice of Economics at the <a href="https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=johnhorn">Olin Business School</a> at Washington University in St. Louis. He joins Jim Pfeifer to shed light on the current state of the country’s economy and where it’s headed in terms of inflation. The pandemic has undeniably boggled multiple economies and has had cascading effects with supply chain issues, reductions in the workforce, the wage-price spiral, and more. Tune in as John breaks down and entertains different possibilities for the economy this 2022. </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/the-state-of-the-economy-where-inflation-is-headed-this-2022-with-john-horn">here</a>.</p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Economies worldwide are facing some of the most unpredictable times caused by the pandemic. To help you navigate the economy in the upcoming year is John Horn, Professor of Practice of Economics at the Olin Business School at Washington University in St. Louis. He joins Jim Pfeifer to shed light on the current state of the country’s economy and where it’s headed in terms of inflation. The pandemic has undeniably boggled multiple economies and has had cascading effects with supply chain issues, reductions in the workforce, the wage-price spiral, and more. Tune in as John breaks down and entertains different possibilities for the economy this 2022. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Economies worldwide are facing some of the most unpredictable times caused by the pandemic. To help you navigate the economy in the upcoming year is John Horn, Professor of Practice of Economics at the Olin Business School at Washington University in St. Louis. He joins Jim Pfeifer to shed light on the current state of the country’s economy and where it’s headed in terms of inflation. The pandemic has undeniably boggled multiple economies and has had cascading effects with supply chain issues, reductions in the workforce, the wage-price spiral, and more. Tune in as John breaks down and entertains different possibilities for the economy this 2022.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2357 no 50. Investing In Agricultural Land With Brandon Silveira https://leftfieldinvestors.com/50-investing-in-agricultural-land-with-brandon-silveira Agricultural land isn’t a commonly discussed asset class, but that doesn’t mean it’s not valuable. Many investors are betting on the increased value, and profit, that farmlands will bring. In this episode, Jim Pfeifer talks farmland and everything in between with the cofounder and CEO of Farmfundr, Brandon Silveira. Brandon gets into the nuts and bolts of investing in agricultural land, how to add value to your investment, and finding the right crops to support. Want to learn more about investing in farmland? Then tune in for more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 06 Feb 2022 08:00:00 -0000 50. Investing In Agricultural Land With Brandon Silveira full 50 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Agricultural land isn’t a commonly discussed asset class, but that doesn’t mean it’s not valuable. Many investors are betting on the increased value, and profit, that farmlands will bring. In this episode, Jim Pfeifer talks farmland and everything in between with the cofounder and CEO of <a href="https://www.farmfundr.com/">Farmfundr</a>, <a href="https://www.linkedin.com/in/brandon-silveira-515526110/">Brandon Silveira</a>. Brandon gets into the nuts and bolts of investing in agricultural land, how to add value to your investment, and finding the right crops to support. Want to learn more about investing in farmland? Then tune in for more!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/50-investing-in-agricultural-land-with-brandon-silveira">here</a>.<br> <br><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> Agricultural land isn’t a commonly discussed asset class, but that doesn’t mean it’s not valuable. Many investors are betting on the increased value, and profit, that farmlands will bring. In this episode, Jim Pfeifer talks farmland and everything in between with the cofounder and CEO of Farmfundr, Brandon Silveira. Brandon gets into the nuts and bolts of investing in agricultural land, how to add value to your investment, and finding the right crops to support. Want to learn more about investing in farmland? Then tune in for more! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Agricultural land isn’t a commonly discussed asset class, but that doesn’t mean it’s not valuable. Many investors are betting on the increased value, and profit, that farmlands will bring. In this episode, Jim Pfeifer talks farmland and everything in between with the cofounder and CEO of Farmfundr, Brandon Silveira. Brandon gets into the nuts and bolts of investing in agricultural land, how to add value to your investment, and finding the right crops to support. Want to learn more about investing in farmland? Then tune in for more!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2121 no 49. How To Become A Cashflow Ninja And Pursue Excellence With M.C. Laubscher https://leftfieldinvestors.com/how-to-become-a-cashflow-ninja-and-pursue-excellence-with-m-c-laubscher When investing, you need to do your research like a ninja - you need to know the market, the industry, and all the factors around your investment. Join your host Jim Pfeifer as he sits down with Cashflow Ninja, M.C. Laubscher. M.C. is the founder of Producers Wealth and Cashflow Ninja. In this episode you will learn how to find sponsors and people you can trust when it comes to investing and hear about some of the different real estate assets M.C. focuses on, such cell tower syndication high cash value life insurance and more. Forget about FOMO and live in JOMO instead! Find what that means as you become a Cashflow Ninja today! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 30 Jan 2022 08:00:00 -0000 49. How To Become A Cashflow Ninja And Pursue Excellence With M.C. Laubscher full 49 PassivePockets, Jim Pfeifer, and Left Field Investors <p>When investing, you need to do your research like a ninja - you need to know the market, the industry, and all the factors around your investment. Join your host Jim Pfeifer as he sits down with Cashflow Ninja, <a href="https://www.linkedin.com/in/mclaubscher/">M.C. Laubscher</a>. M.C. is the founder of <a href="https://producerswealth.com/">Producers Wealth</a> and <a href="https://cashflowninja.com/">Cashflow Ninja</a>. In this episode you will learn how to find sponsors and people you can trust when it comes to investing and hear about some of the different real estate assets M.C. focuses on, such cell tower syndication high cash value life insurance and more. Forget about FOMO and live in JOMO instead! Find what that means as you become a Cashflow Ninja today! </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/how-to-become-a-cashflow-ninja-and-pursue-excellence-with-m-c-laubscher">here</a>. </p><p><em>Our sponsor, </em><a href="https://www.tribevest.com/"><em>Tribevest</em></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.<br></em><br></p> When investing, you need to do your research like a ninja - you need to know the market, the industry, and all the factors around your investment. Join your host Jim Pfeifer as he sits down with Cashflow Ninja, M.C. Laubscher. M.C. is the founder of Producers Wealth and Cashflow Ninja. In this episode you will learn how to find sponsors and people you can trust when it comes to investing and hear about some of the different real estate assets M.C. focuses on, such cell tower syndication high cash value life insurance and more. Forget about FOMO and live in JOMO instead! Find what that means as you become a Cashflow Ninja today! To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. When investing, you need to do your research like a ninja - you need to know the market, the industry, and all the factors around your investment. Join your host Jim Pfeifer as he sits down with Cashflow Ninja, M.C. Laubscher. M.C. is the founder of Producers Wealth and Cashflow Ninja. In this episode you will learn how to find sponsors and people you can trust when it comes to investing and hear about some of the different real estate assets M.C. focuses on, such cell tower syndication high cash value life insurance and more. Forget about FOMO and live in JOMO instead! Find what that means as you become a Cashflow Ninja today!

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2813 no 48. Tax-Free Strategies: The Roadmap To Financial Freedom With Tom Wheelwright https://leftfieldinvestors.com/48-tax-free-strategies-the-roadmap-to-financial-freedom-with-tom-wheelwright In this world, nothing is certain but death and taxes. But what if we tell you there’s a way to get around the latter? Jim Pfeifer talks to Tom Wheelwright, CPA, founder and CEO of WealthAbility and the best-selling author of Tax-Free Wealth, about how to build massive wealth through tax-free strategies that permanently lower your taxes. Tom is a leading wealth and tax expert, global speaker, and entrepreneur. He specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. Listen in as Tom makes discussing taxes fun, easy, and understandable. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 23 Jan 2022 08:00:00 -0000 48. Tax-Free Strategies: The Roadmap To Financial Freedom With Tom Wheelwright full 48 PassivePockets, Jim Pfeifer, and Left Field Investors <p>In this world, nothing is certain but death and taxes. But what if we tell you there’s a way to get around the latter? Jim Pfeifer talks to <a href="https://tomwheelwright.com/">Tom Wheelwright</a>, CPA, founder and CEO of <a href="https://wealthability.com/tom/">WealthAbility</a> and the best-selling author of <a href="https://www.amazon.com/gp/product/1947588052/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=9325&amp;creativeASIN=1947588052&amp;linkCode=as2&amp;tag=leftfieldinve-20&amp;linkId=5a06b6e5f87bce8411fffe851f60199a"><em>Tax-Free Wealth</em></a>, about how to build massive wealth through tax-free strategies that permanently lower your taxes. Tom is a leading wealth and tax expert, global speaker, and entrepreneur. He specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. Listen in as Tom makes discussing taxes fun, easy, and understandable.</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/48-tax-free-strategies-the-roadmap-to-financial-freedom-with-tom-wheelwright">here</a>.<br> <br><em>Our sponsor, </em><a href="https://www.tribevest.com/"><strong><em>Tribevest</em></strong></a><em> provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.<br></em><br></p><p><em>Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.</em></p> In this world, nothing is certain but death and taxes. But what if we tell you there’s a way to get around the latter? Jim Pfeifer talks to Tom Wheelwright, CPA, founder and CEO of WealthAbility and the best-selling author of Tax-Free Wealth, about how to build massive wealth through tax-free strategies that permanently lower your taxes. Tom is a leading wealth and tax expert, global speaker, and entrepreneur. He specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. Listen in as Tom makes discussing taxes fun, easy, and understandable. To see the full show notes and transcript, click here. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. In this world, nothing is certain but death and taxes. But what if we tell you there’s a way to get around the latter? Jim Pfeifer talks to Tom Wheelwright, CPA, founder and CEO of WealthAbility and the best-selling author of Tax-Free Wealth, about how to build massive wealth through tax-free strategies that permanently lower your taxes. Tom is a leading wealth and tax expert, global speaker, and entrepreneur. He specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. Listen in as Tom makes discussing taxes fun, easy, and understandable.

To see the full show notes and transcript, click here.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 2786 no 47. Building Your Network to Find the Best Sponsors with Denis Shapiro https://leftfieldinvestors.com/diversified-investments-the-different-languages-of-real-estate-investments-with-denis-shapiro Do you want to invest but don't know where to start? Join us in this episode with our guest, Denis Shapiro, the Managing Partner at SIH Capital Group LLC, to gain valuable insights on where to start. Denis started investing in traditional stocks at 14. Unlike most investors who focus on specific investment assets, he still looks at both traditional and alternative investments. Now, he is helping people diversify their funds and investments through SIH Capital Group. Denis also wrote the book The Alternative Investment Almanac to share his insights into building wealth. Start building yours by listening to this episode!    To see the full show notes and transcript, click here. Sun, 16 Jan 2022 08:00:00 -0000 47. Building Your Network to Find the Best Sponsors with Denis Shapiro full 47 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Do you want to invest but don't know where to start? Join us in this episode with our guest, <a href="https://www.linkedin.com/in/denisshapiro">Denis Shapiro</a>, the Managing Partner at SIH Capital Group LLC, to gain valuable insights on where to start. Denis started investing in traditional stocks at 14. Unlike most investors who focus on specific investment assets, he still looks at both traditional and alternative investments. Now, he is helping people diversify their funds and investments through SIH Capital Group. Denis also wrote the book <a href="https://www.amazon.com/gp/product/B0952LG49S/ref=as_li_tl?ie=UTF8&amp;camp=1789&amp;creative=9325&amp;creativeASIN=B0952LG49S&amp;linkCode=as2&amp;tag=leftfieldinve-20&amp;linkId=633af39e29b46a3b5a9ec95b54e574fb"><em>The Alternative Investment Almanac</em></a> to share his insights into building wealth. Start building yours by listening to this episode!   </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/diversified-investments-the-different-languages-of-real-estate-investments-with-denis-shapiro">here</a>.</p> Do you want to invest but don't know where to start? Join us in this episode with our guest, Denis Shapiro, the Managing Partner at SIH Capital Group LLC, to gain valuable insights on where to start. Denis started investing in traditional stocks at 14. Unlike most investors who focus on specific investment assets, he still looks at both traditional and alternative investments. Now, he is helping people diversify their funds and investments through SIH Capital Group. Denis also wrote the book The Alternative Investment Almanac to share his insights into building wealth. Start building yours by listening to this episode!    To see the full show notes and transcript, click here. Do you want to invest but don't know where to start? Join us in this episode with our guest, Denis Shapiro, the Managing Partner at SIH Capital Group LLC, to gain valuable insights on where to start. Denis started investing in traditional stocks at 14. Unlike most investors who focus on specific investment assets, he still looks at both traditional and alternative investments. Now, he is helping people diversify their funds and investments through SIH Capital Group. Denis also wrote the book The Alternative Investment Almanac to share his insights into building wealth. Start building yours by listening to this episode!   

To see the full show notes and transcript, click here.

]]> 3149 no 46. Diversifying Your Assets In One Niche With Matt Picheny https://leftfieldinvestors.com/diversifying-your-assets-in-one-niche-with-matt-picheny There’s no doubt that the benefits of diversifying your assets are numerous, but how do you go about doing it? On today’s show, Jim Pfeifer welcomes Matt Picheny, the Founder of Picheny and a member of the Left Field Investors community. Matt is also the author of Backstage Guide To Real Estate where he shares his journey to earning passive income. Matt focuses on multifamily, diversifying in terms of geography, asset class, or operators. He explains how focusing on one niche allows you to grow in expertise while lowering your investment risks. If you need a more backstage guide to real estate, look no further. Sit back, relax, and enjoy listening to this episode! To see the full show notes and transcript, click here. Sun, 09 Jan 2022 08:00:00 -0000 46. Diversifying Your Assets In One Niche With Matt Picheny full 46 PassivePockets, Jim Pfeifer, and Left Field Investors <p>There’s no doubt that the benefits of diversifying your assets are numerous, but how do you go about doing it? On today’s show, Jim Pfeifer welcomes <a href="https://picheny.com/">Matt Picheny</a>, the Founder of Picheny and a member of the Left Field Investors community. Matt is also the author of <a href="https://picheny.com/backstage-guide/"><em>Backstage Guide To Real Estate</em></a><em> </em>where he shares his journey to earning passive income. Matt focuses on multifamily, diversifying in terms of geography, asset class, or operators. He explains how focusing on one niche allows you to grow in expertise while lowering your investment risks. If you need a more backstage guide to real estate, look no further. Sit back, relax, and enjoy listening to this episode!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/diversifying-your-assets-in-one-niche-with-matt-picheny">here</a>.</p> There’s no doubt that the benefits of diversifying your assets are numerous, but how do you go about doing it? On today’s show, Jim Pfeifer welcomes Matt Picheny, the Founder of Picheny and a member of the Left Field Investors community. Matt is also the author of Backstage Guide To Real Estate where he shares his journey to earning passive income. Matt focuses on multifamily, diversifying in terms of geography, asset class, or operators. He explains how focusing on one niche allows you to grow in expertise while lowering your investment risks. If you need a more backstage guide to real estate, look no further. Sit back, relax, and enjoy listening to this episode! To see the full show notes and transcript, click here. There’s no doubt that the benefits of diversifying your assets are numerous, but how do you go about doing it? On today’s show, Jim Pfeifer welcomes Matt Picheny, the Founder of Picheny and a member of the Left Field Investors community. Matt is also the author of Backstage Guide To Real Estate where he shares his journey to earning passive income. Matt focuses on multifamily, diversifying in terms of geography, asset class, or operators. He explains how focusing on one niche allows you to grow in expertise while lowering your investment risks. If you need a more backstage guide to real estate, look no further. Sit back, relax, and enjoy listening to this episode!

To see the full show notes and transcript, click here.

]]> 3057 no 45. Searching For Assets: How To Identify Key Traits With Lee Harris https://leftfieldinvestors.com/searching-for-assets-how-to-identify-key-traits-with-r-lee-harris What are you looking for when you search for assets? For Lee Harris, the President and CEO of Cohen-Esrey, population growth, job growth, and median income in a one to three-mile radius are vital traits. Cohen-Esrey is a family of companies involved in apartment management, affordable housing, development, apartment acquisition and ownership, tax credit, syndication, and construction. Today, Lee talks with host Jim Pfeifer about why it’s essential to search for assets the programmatic way. When you know what traits are necessary for your assets, you become more intentional with your investments, making the process easier and more effective! Tune in and learn to streamline your search for assets! To see the full show notes and transcript, click here. Sun, 02 Jan 2022 08:00:00 -0000 45. Searching For Assets: How To Identify Key Traits With Lee Harris full 45 PassivePockets, Jim Pfeifer, and Left Field Investors <p>What are you looking for when you search for assets? For <a href="https://www.linkedin.com/in/rleeharris/">Lee Harris</a>, the President and CEO of <a href="https://www.cohenesrey.com/">Cohen-Esrey</a>, population growth, job growth, and median income in a one to three-mile radius are vital traits. Cohen-Esrey is a family of companies involved in apartment management, affordable housing, development, apartment acquisition and ownership, tax credit, syndication, and construction. Today, Lee talks with host Jim Pfeifer about why it’s essential to search for assets the programmatic way. When you know what traits are necessary for your assets, you become more intentional with your investments, making the process easier and more effective! Tune in and learn to streamline your search for assets!</p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/searching-for-assets-how-to-identify-key-traits-with-r-lee-harris">here</a>.</p> What are you looking for when you search for assets? For Lee Harris, the President and CEO of Cohen-Esrey, population growth, job growth, and median income in a one to three-mile radius are vital traits. Cohen-Esrey is a family of companies involved in apartment management, affordable housing, development, apartment acquisition and ownership, tax credit, syndication, and construction. Today, Lee talks with host Jim Pfeifer about why it’s essential to search for assets the programmatic way. When you know what traits are necessary for your assets, you become more intentional with your investments, making the process easier and more effective! Tune in and learn to streamline your search for assets! To see the full show notes and transcript, click here. What are you looking for when you search for assets? For Lee Harris, the President and CEO of Cohen-Esrey, population growth, job growth, and median income in a one to three-mile radius are vital traits. Cohen-Esrey is a family of companies involved in apartment management, affordable housing, development, apartment acquisition and ownership, tax credit, syndication, and construction. Today, Lee talks with host Jim Pfeifer about why it’s essential to search for assets the programmatic way. When you know what traits are necessary for your assets, you become more intentional with your investments, making the process easier and more effective! Tune in and learn to streamline your search for assets!

To see the full show notes and transcript, click here.

]]> 2431 no 44. Learning To Mitigate Risk: A Path To Financial Rewards With Ian Kurth https://leftfieldinvestors.com/learning-to-mitigate-risk-a-path-to-financial-rewards-with-ian-kurth Risk is as big a part of investing. So how do you mitigate or minimize risk and maximize your reward? In this episode, that’s the conversation as physician and investor, Ian Kurth, shares his insights with Jim Pfeifer. Ian discusses how he got into investing, the different investment assets he has handled over the years and his take on the Bitcoin craze. Want to learn more about investing from a seasoned investor? Tune in as Ian and Jim share their experiences. To see the full show notes and transcript, click here. Sun, 26 Dec 2021 08:00:00 -0000 44. Learning To Mitigate Risk: A Path To Financial Rewards With Ian Kurth full 44 PassivePockets, Jim Pfeifer, and Left Field Investors <p>Risk is as big a part of investing. So how do you mitigate or minimize risk and maximize your reward? In this episode, that’s the conversation as physician and investor, <a href="https://www.linkedin.com/in/ian-kurth-19836569/">Ian Kurth</a>, shares his insights with Jim Pfeifer. Ian discusses how he got into investing, the different investment assets he has handled over the years and his take on the Bitcoin craze. Want to learn more about investing from a seasoned investor? Tune in as Ian and Jim share their experiences. </p><p>To see the full show notes and transcript, click <a href="https://leftfieldinvestors.com/learning-to-mitigate-risk-a-path-to-financial-rewards-with-ian-kurth">here</a>.</p> Risk is as big a part of investing. So how do you mitigate or minimize risk and maximize your reward? In this episode, that’s the conversation as physician and investor, Ian Kurth, shares his insights with Jim Pfeifer. Ian discusses how he got into investing, the different investment assets he has handled over the years and his take on the Bitcoin craze. Want to learn more about investing from a seasoned investor? Tune in as Ian and Jim share their experiences. To see the full show notes and transcript, click here. Risk is as big a part of investing. So how do you mitigate or minimize risk and maximize your reward? In this episode, that’s the conversation as physician and investor, Ian Kurth, shares his insights with Jim Pfeifer. Ian discusses how he got into investing, the different investment assets he has handled over the years and his take on the Bitcoin craze. Want to learn more about investing from a seasoned investor? Tune in as Ian and Jim share their experiences.

To see the full show notes and transcript, click here.

]]> 2989 no 42. Syndication Fund Investing with Nathan Clayberg https://share.transistor.fm/s/c6e69512 Nathan Clayberg is an Assistant Vice President at MLG Capital. MLG Capital is a private real estate firm that has been in the industry for over 30 years with over 22,000 multifamily units under management. In this episode, Nathan discusses how state taxes impact fund investing, the importance of choosing the right sponsor and what asset classes he favors right now. Nathan talks about why he favors the fund approach rather than a single asset syndication. One of the main advantages he sees with funds is diversification – both in different properties and in different markets. Nathan discusses when investing in a fund, taxes might need to be paid by the investor in each state where the properties in the fund are located. He describes how MLG has a unique way to invest for those with retirement funds or for those who want to avoid the state tax issue – they have a dividend fund that uses a non-traded REIT which reclassifies the income as dividend income.  Investors may forgo some depreciation benefit, but they won’t have to file state income tax returns. Nathan talks about the timing of investment in a fund – the benefit of investing early is a higher multiple because you are receiving dividends longer, but later investors have a higher IRR because your capital is returned more quickly. Nathan mentions the asset classes MLG prefers in their fund – mostly multifamily with some industrial. They will look at office and retail but only if the deal has a very compelling story. Nathan talks about importance of sponsor screening and why it’s important to receive regular and comprehensive reports from sponsors.  He also mentions the importance of location and comparable rents in the market when evaluating the proforma from the sponsor.    Podcasts he recommends: The Real Estate CPA    To connect with Nathan, you can email him at nclayberg@mlgcapital.com or click this link.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.         Sun, 12 Dec 2021 08:00:00 -0000 42. Syndication Fund Investing with Nathan Clayberg full 42 PassivePockets, Jim Pfeifer, and Left Field Investors Nathan Clayberg is an Assistant Vice President at MLG Capital. MLG Capital is a private real estate firm that has been in the industry for over 30 years with over 22,000 multifamily units under management. In this episode, Nathan discusses how state taxes Nathan Clayberg is an Assistant Vice President at MLG Capital. MLG Capital is a private real estate firm that has been in the industry for over 30 years with over 22,000 multifamily units under management. In this episode, Nathan discusses how state taxes impact fund investing, the importance of choosing the right sponsor and what asset classes he favors right now. Nathan talks about why he favors the fund approach rather than a single asset syndication. One of the main advantages he sees with funds is diversification – both in different properties and in different markets. Nathan discusses when investing in a fund, taxes might need to be paid by the investor in each state where the properties in the fund are located. He describes how MLG has a unique way to invest for those with retirement funds or for those who want to avoid the state tax issue – they have a dividend fund that uses a non-traded REIT which reclassifies the income as dividend income.  Investors may forgo some depreciation benefit, but they won’t have to file state income tax returns. Nathan talks about the timing of investment in a fund – the benefit of investing early is a higher multiple because you are receiving dividends longer, but later investors have a higher IRR because your capital is returned more quickly. Nathan mentions the asset classes MLG prefers in their fund – mostly multifamily with some industrial. They will look at office and retail but only if the deal has a very compelling story. Nathan talks about importance of sponsor screening and why it’s important to receive regular and comprehensive reports from sponsors.  He also mentions the importance of location and comparable rents in the market when evaluating the proforma from the sponsor.    Podcasts he recommends: The Real Estate CPA    To connect with Nathan, you can email him at nclayberg@mlgcapital.com or click this link.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.         Nathan Clayberg is an Assistant Vice President at MLG Capital. MLG Capital is a private real estate firm that has been in the industry for over 30 years with over 22,000 multifamily units under management. In this episode, Nathan discusses how state taxes impact fund investing, the importance of choosing the right sponsor and what asset classes he favors right now.

Nathan talks about why he favors the fund approach rather than a single asset syndication. One of the main advantages he sees with funds is diversification – both in different properties and in different markets.

Nathan discusses when investing in a fund, taxes might need to be paid by the investor in each state where the properties in the fund are located. He describes how MLG has a unique way to invest for those with retirement funds or for those who want to avoid the state tax issue – they have a dividend fund that uses a non-traded REIT which reclassifies the income as dividend income.  Investors may forgo some depreciation benefit, but they won’t have to file state income tax returns.

Nathan talks about the timing of investment in a fund – the benefit of investing early is a higher multiple because you are receiving dividends longer, but later investors have a higher IRR because your capital is returned more quickly.

Nathan mentions the asset classes MLG prefers in their fund – mostly multifamily with some industrial. They will look at office and retail but only if the deal has a very compelling story.

Nathan talks about importance of sponsor screening and why it’s important to receive regular and comprehensive reports from sponsors.  He also mentions the importance of location and comparable rents in the market when evaluating the proforma from the sponsor.

 

 Podcasts he recommends:

The Real Estate CPA 

 

To connect with Nathan, you can email him at nclayberg@mlgcapital.com or click this link.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors’ Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

 

 

]]> 2313 no 41. Reviving the Soul by Investing in World Class Resorts with Josh McCallen https://share.transistor.fm/s/228ffe35 Josh McCallen is a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams.  Josh was also a guest on Episode #2 of the Passive Investing from Left Field Podcast. In this episode, Josh talks about forcing equity through resort investing and service that revives the soul! Josh explains his two companies – Accountable Equity which is investor focused and raises money for investing in resorts and Vivamee which is hospitality focused on the guests that stay in the resorts.   Josh mentions that there are three ways to invest with Accountable Equity: an equity position in the resorts, heavy cash flow from Efficient Income Funds (EIF's) which offer a return combined with tax efficiency and notes through a private REIT with a collateralized debt fund.   Josh talks about the difference between Marriott and other name brand hotels and resorts operated by Vivamee.  He explains that business hotels have really struggled through Covid, but the “drive-to” resorts with lifestyle experiences have thrived through the pandemic.     Josh discusses the decision to purchase Airbnb properties nearby to his resort properties and his plans to expand the operation to build additional duplexes or fourplexes to rent to wedding parties.   Josh talks about the structure of the equity investments in the resort properties and that cash flow can be expected by year two, capital will be returned within five years and investors will maintain ownership in the resorts.   Josh discusses the Efficient Income Fund which is optimized to offer full tax depreciation while also providing a cash-on-cash return to the investor.  The EIF allows Josh to buy capital improvements like golf carts and kitchen equipment and rather than leasing the equipment they use the investors’ money to buy these assets and provide a return and depreciation write-offs to investors.   Podcasts recommended by Josh: Cash Flow Ninja Bigger Pockets   Listen to Josh on his podcasts: Wealth Building with Friends Capital Hacking   Efficient Income Fund Webinar    Contact Josh and Join his Community at AccountableEquity.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.       Sun, 05 Dec 2021 08:00:00 -0000 41. Reviving the Soul by Investing in World Class Resorts with Josh McCallen full 41 PassivePockets, Jim Pfeifer, and Left Field Investors Josh McCallen is a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder &amp; developer with a track record for the development of exceptional resort properties and growing world-cla Josh McCallen is a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams.  Josh was also a guest on Episode #2 of the Passive Investing from Left Field Podcast. In this episode, Josh talks about forcing equity through resort investing and service that revives the soul! Josh explains his two companies – Accountable Equity which is investor focused and raises money for investing in resorts and Vivamee which is hospitality focused on the guests that stay in the resorts.   Josh mentions that there are three ways to invest with Accountable Equity: an equity position in the resorts, heavy cash flow from Efficient Income Funds (EIF's) which offer a return combined with tax efficiency and notes through a private REIT with a collateralized debt fund.   Josh talks about the difference between Marriott and other name brand hotels and resorts operated by Vivamee.  He explains that business hotels have really struggled through Covid, but the “drive-to” resorts with lifestyle experiences have thrived through the pandemic.     Josh discusses the decision to purchase Airbnb properties nearby to his resort properties and his plans to expand the operation to build additional duplexes or fourplexes to rent to wedding parties.   Josh talks about the structure of the equity investments in the resort properties and that cash flow can be expected by year two, capital will be returned within five years and investors will maintain ownership in the resorts.   Josh discusses the Efficient Income Fund which is optimized to offer full tax depreciation while also providing a cash-on-cash return to the investor.  The EIF allows Josh to buy capital improvements like golf carts and kitchen equipment and rather than leasing the equipment they use the investors’ money to buy these assets and provide a return and depreciation write-offs to investors.   Podcasts recommended by Josh: Cash Flow Ninja Bigger Pockets   Listen to Josh on his podcasts: Wealth Building with Friends Capital Hacking   Efficient Income Fund Webinar    Contact Josh and Join his Community at AccountableEquity.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.       Josh McCallen is a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams.  Josh was also a guest on Episode #2 of the Passive Investing from Left Field Podcast. In this episode, Josh talks about forcing equity through resort investing and service that revives the soul!

Josh explains his two companies – Accountable Equity which is investor focused and raises money for investing in resorts and Vivamee which is hospitality focused on the guests that stay in the resorts.

 

Josh mentions that there are three ways to invest with Accountable Equity: an equity position in the resorts, heavy cash flow from Efficient Income Funds (EIF's) which offer a return combined with tax efficiency and notes through a private REIT with a collateralized debt fund.

 

Josh talks about the difference between Marriott and other name brand hotels and resorts operated by Vivamee.  He explains that business hotels have really struggled through Covid, but the “drive-to” resorts with lifestyle experiences have thrived through the pandemic.  

 

Josh discusses the decision to purchase Airbnb properties nearby to his resort properties and his plans to expand the operation to build additional duplexes or fourplexes to rent to wedding parties.

 

Josh talks about the structure of the equity investments in the resort properties and that cash flow can be expected by year two, capital will be returned within five years and investors will maintain ownership in the resorts.

 

Josh discusses the Efficient Income Fund which is optimized to offer full tax depreciation while also providing a cash-on-cash return to the investor.  The EIF allows Josh to buy capital improvements like golf carts and kitchen equipment and rather than leasing the equipment they use the investors’ money to buy these assets and provide a return and depreciation write-offs to investors.

 

Podcasts recommended by Josh:

Cash Flow Ninja

Bigger Pockets

 

Listen to Josh on his podcasts:

Wealth Building with Friends

Capital Hacking

 

Efficient Income Fund Webinar 

 

Contact Josh and Join his Community at AccountableEquity.com.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

 

]]> 2566 no 40. Back to Basics with Twenty Questions and Dan Bartholomew https://share.transistor.fm/s/f01492f7 Dan Bartholomew is a financial advisor and a beginning passive investor.  He invested in his first two deals with a group using Tribevest.  He has been listening to the podcast and making a list of questions and agreed to be a guest on the show to get his questions answered – in order to help us all become better investors!  Questions asked and answered in this episode: ·       What is the difference between Cost Segregation and Bonus Depreciation? What is Depreciation Recapture? ·       What is a Real Estate Professional (REP) and what are the benefits of being an REP? ·       What is Cash on Cash return and IRR? For ATM’s, Cash on Cash return is greater than IRR in the proforma – why? ·       What is Forced Appreciation? Is it different from Forced Equity? ·       What is velocity of money as it relates to passive investing.  How can you get your capital returned and still own the asset? ·       What is a cap rate and why is it important? ·       When you are new to passive investing and you don't know how to digest all the information a sponsor sends for a deal, what should you focus on? ·       How do you know if a deal is geared towards cash flow, appreciation or tax advantages?  Is it possible to get all 3 in one deal?  ·       What is Economic Vacancy? ·       What is the Capital Stack? ·       What is Preferred Return (Pref)? ·       What is the difference between Class A and Class B shares? ·       Why would a company like Walgreens or Dollar Tree choose a triple net lease arrangement? ·       What is Break-Even Occupancy? ·       What is an acceptable GP/LP split? ·       What is the Equity Multiplier? ·       Is there one deal or one mistake that you made that changed the way you invest?     Podcasts he recommends: Tim Ferris  Jocko Podcast   Passive Investing from Left Field    If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 28 Nov 2021 08:00:00 -0000 40. Back to Basics with Twenty Questions and Dan Bartholomew full 40 PassivePockets, Jim Pfeifer, and Left Field Investors Dan Bartholomew is a financial advisor and a beginning passive investor. He invested in his first two deals with a group using Tribevest. He has been listening to the podcast and making a list of questions and agreed to be a guest on the show to get his Dan Bartholomew is a financial advisor and a beginning passive investor.  He invested in his first two deals with a group using Tribevest.  He has been listening to the podcast and making a list of questions and agreed to be a guest on the show to get his questions answered – in order to help us all become better investors!  Questions asked and answered in this episode: ·       What is the difference between Cost Segregation and Bonus Depreciation? What is Depreciation Recapture? ·       What is a Real Estate Professional (REP) and what are the benefits of being an REP? ·       What is Cash on Cash return and IRR? For ATM’s, Cash on Cash return is greater than IRR in the proforma – why? ·       What is Forced Appreciation? Is it different from Forced Equity? ·       What is velocity of money as it relates to passive investing.  How can you get your capital returned and still own the asset? ·       What is a cap rate and why is it important? ·       When you are new to passive investing and you don't know how to digest all the information a sponsor sends for a deal, what should you focus on? ·       How do you know if a deal is geared towards cash flow, appreciation or tax advantages?  Is it possible to get all 3 in one deal?  ·       What is Economic Vacancy? ·       What is the Capital Stack? ·       What is Preferred Return (Pref)? ·       What is the difference between Class A and Class B shares? ·       Why would a company like Walgreens or Dollar Tree choose a triple net lease arrangement? ·       What is Break-Even Occupancy? ·       What is an acceptable GP/LP split? ·       What is the Equity Multiplier? ·       Is there one deal or one mistake that you made that changed the way you invest?     Podcasts he recommends: Tim Ferris  Jocko Podcast   Passive Investing from Left Field    If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Dan Bartholomew is a financial advisor and a beginning passive investor.  He invested in his first two deals with a group using Tribevest.  He has been listening to the podcast and making a list of questions and agreed to be a guest on the show to get his questions answered – in order to help us all become better investors! 

Questions asked and answered in this episode:

·       What is the difference between Cost Segregation and Bonus Depreciation? What is Depreciation Recapture?

·       What is a Real Estate Professional (REP) and what are the benefits of being an REP?

·       What is Cash on Cash return and IRR? For ATM’s, Cash on Cash return is greater than IRR in the proforma – why?

·       What is Forced Appreciation? Is it different from Forced Equity?

·       What is velocity of money as it relates to passive investing.  How can you get your capital returned and still own the asset?

·       What is a cap rate and why is it important?

·       When you are new to passive investing and you don't know how to digest all the information a sponsor sends for a deal, what should you focus on?

·       How do you know if a deal is geared towards cash flow, appreciation or tax advantages?  Is it possible to get all 3 in one deal? 

·       What is Economic Vacancy?

·       What is the Capital Stack?

·       What is Preferred Return (Pref)?

·       What is the difference between Class A and Class B shares?

·       Why would a company like Walgreens or Dollar Tree choose a triple net lease arrangement?

·       What is Break-Even Occupancy?

·       What is an acceptable GP/LP split?

·       What is the Equity Multiplier?

·       Is there one deal or one mistake that you made that changed the way you invest?

 

 

Podcasts he recommends:

Tim Ferris 

Jocko Podcast  

Passive Investing from Left Field

  

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 3569 no 39. Playing Financial Offense and Defense with Spencer Hilligoss https://share.transistor.fm/s/7982ba41 Spencer Hilligoss is the CEO & Co-Founder of Madison Investing, a real estate syndicator partnering on over $800M in multifamily and self-storage assets under management. He is both a passive investor and active syndicator with a history in the financial technology industry. In this episode, Spencer discusses matching your investment strategy to your strengths, building your own investing criteria, and understanding the structure and value of the general partners in a syndication. Spencer discusses financial offense and defense. He thought two large W2 incomes was enough but realized that multiple income streams would help insulate his family against the unknown.  That’s what he calls financial offense – things like adding income streams and setting clear financial goals.  Financial defense is thinking about creating maximum tax efficiency and expanding ones means rather than being completely focused on cutting costs. Spencer explains how his fintech experience helped him prioritize personal finance and to see money as a tool.  This perspective also led to his transition from SFH’s to syndications. He also mentions that the operator, the market, and the deal are three critical things to look at for each syndication investment. He mentions that he thinks the strength, structure and experience of the operator are the most important parts to evaluate. Spencer stresses the importance of understanding the structure of the management group and what value each general partner is adding. He recommends third party evaluation of sponsors either through your network or getting references from people who have invested with them before. He discusses the importance of building your own criteria for what is important to you to get from the sponsor. Podcasts he recommends: Old Capital  Bigger Pockets  Financial Freedom with Real Estate Investing    To connect with Spencer, go to www.madisoninvesting.com or LinkedIn.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 21 Nov 2021 07:00:00 -0000 39. Playing Financial Offense and Defense with Spencer Hilligoss full 39 PassivePockets, Jim Pfeifer, and Left Field Investors Spencer Hilligoss is the CEO &amp; Co-Founder of Madison Investing, a real estate syndicator partnering on over $800M in multifamily and self-storage assets under management. He is both a passive investor and active syndicator with a history in the financ Spencer Hilligoss is the CEO & Co-Founder of Madison Investing, a real estate syndicator partnering on over $800M in multifamily and self-storage assets under management. He is both a passive investor and active syndicator with a history in the financial technology industry. In this episode, Spencer discusses matching your investment strategy to your strengths, building your own investing criteria, and understanding the structure and value of the general partners in a syndication. Spencer discusses financial offense and defense. He thought two large W2 incomes was enough but realized that multiple income streams would help insulate his family against the unknown.  That’s what he calls financial offense – things like adding income streams and setting clear financial goals.  Financial defense is thinking about creating maximum tax efficiency and expanding ones means rather than being completely focused on cutting costs. Spencer explains how his fintech experience helped him prioritize personal finance and to see money as a tool.  This perspective also led to his transition from SFH’s to syndications. He also mentions that the operator, the market, and the deal are three critical things to look at for each syndication investment. He mentions that he thinks the strength, structure and experience of the operator are the most important parts to evaluate. Spencer stresses the importance of understanding the structure of the management group and what value each general partner is adding. He recommends third party evaluation of sponsors either through your network or getting references from people who have invested with them before. He discusses the importance of building your own criteria for what is important to you to get from the sponsor. Podcasts he recommends: Old Capital  Bigger Pockets  Financial Freedom with Real Estate Investing    To connect with Spencer, go to www.madisoninvesting.com or LinkedIn.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Spencer Hilligoss is the CEO & Co-Founder of Madison Investing, a real estate syndicator partnering on over $800M in multifamily and self-storage assets under management. He is both a passive investor and active syndicator with a history in the financial technology industry. In this episode, Spencer discusses matching your investment strategy to your strengths, building your own investing criteria, and understanding the structure and value of the general partners in a syndication.

Spencer discusses financial offense and defense. He thought two large W2 incomes was enough but realized that multiple income streams would help insulate his family against the unknown.  That’s what he calls financial offense – things like adding income streams and setting clear financial goals.  Financial defense is thinking about creating maximum tax efficiency and expanding ones means rather than being completely focused on cutting costs.

Spencer explains how his fintech experience helped him prioritize personal finance and to see money as a tool.  This perspective also led to his transition from SFH’s to syndications. He also mentions that the operator, the market, and the deal are three critical things to look at for each syndication investment. He mentions that he thinks the strength, structure and experience of the operator are the most important parts to evaluate. Spencer stresses the importance of understanding the structure of the management group and what value each general partner is adding. He recommends third party evaluation of sponsors either through your network or getting references from people who have invested with them before. He discusses the importance of building your own criteria for what is important to you to get from the sponsor.

Podcasts he recommends:

Old Capital 

Bigger Pockets 

Financial Freedom with Real Estate Investing 

 

To connect with Spencer, go to www.madisoninvesting.com or LinkedIn.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2835 no 38. The Importance of Quality Partnerships with InvestHer, Liz Faircloth https://share.transistor.fm/s/85cc6320 Liz Faircloth is the Co-Founder of The DeRosa Group, a developer of commercial and residential property with a mission to revitalize urban America. She is also the co-Founder of The Real Estate InvestHER community - a platform to empower women to live a financially free and balanced life on their own terms. She is co-Host of the The Real Estate InvestHer podcast and author of an Amazon Bestseller – “The Only Woman in the Room – Knowledge and Inspiration from 20 Successful Real Estate Women Investors!" In this episode, Liz discusses the importance of transparency from general partners when explaining who is involved in the management of a deal, why being comfortable with the sponsor is key to success and why she started a community for women investors. Liz talks about analyzing your own success so you can let go of what isn’t working. She mentions that she started syndicating in NJ and Philadelphia but markets became overheated so she needed to find new markets. Initially she started investing in Lancaster, PA before moving on to markets in NC and KY. Liz discusses the importance of understanding the focus and strengths of the sponsor and making sure that matches what they are actually doing. She talks about investing in C class neighborhoods and properties and the importance of knowing the market and targeting the assets that meet her investing thesis. Liz talks about being a GP and the importance of the sponsor's transparency regarding who is involved in the deal.  She stresses that if a sponsor is vague or evasive about their team then that can be a huge red flag.  It should be clear who is on the team and what their role is. Liz discusses the InvestHer Community and why she started a network for women investors.  She also talks about how the Community works on building each other up and helping women grow confidence in their investing. Podcasts she recommends:The Real Estate InvestHer Show  Brene’ Brown Podcast To connect with Liz go to www.derosagroup.com or therealestateinvesther.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 14 Nov 2021 08:00:00 -0000 38. The Importance of Quality Partnerships with InvestHer, Liz Faircloth full 38 PassivePockets, Jim Pfeifer, and Left Field Investors Liz Faircloth is the Co-Founder of The DeRosa Group, a developer of commercial and residential property with a mission to revitalize urban America. She is also the co-Founder of The Real Estate InvestHER community - a platform to empower women to live a f Liz Faircloth is the Co-Founder of The DeRosa Group, a developer of commercial and residential property with a mission to revitalize urban America. She is also the co-Founder of The Real Estate InvestHER community - a platform to empower women to live a financially free and balanced life on their own terms. She is co-Host of the The Real Estate InvestHer podcast and author of an Amazon Bestseller – “The Only Woman in the Room – Knowledge and Inspiration from 20 Successful Real Estate Women Investors!" In this episode, Liz discusses the importance of transparency from general partners when explaining who is involved in the management of a deal, why being comfortable with the sponsor is key to success and why she started a community for women investors. Liz talks about analyzing your own success so you can let go of what isn’t working. She mentions that she started syndicating in NJ and Philadelphia but markets became overheated so she needed to find new markets. Initially she started investing in Lancaster, PA before moving on to markets in NC and KY. Liz discusses the importance of understanding the focus and strengths of the sponsor and making sure that matches what they are actually doing. She talks about investing in C class neighborhoods and properties and the importance of knowing the market and targeting the assets that meet her investing thesis. Liz talks about being a GP and the importance of the sponsor's transparency regarding who is involved in the deal.  She stresses that if a sponsor is vague or evasive about their team then that can be a huge red flag.  It should be clear who is on the team and what their role is. Liz discusses the InvestHer Community and why she started a network for women investors.  She also talks about how the Community works on building each other up and helping women grow confidence in their investing. Podcasts she recommends:The Real Estate InvestHer Show  Brene’ Brown Podcast To connect with Liz go to www.derosagroup.com or therealestateinvesther.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Liz Faircloth is the Co-Founder of The DeRosa Group, a developer of commercial and residential property with a mission to revitalize urban America. She is also the co-Founder of The Real Estate InvestHER community - a platform to empower women to live a financially free and balanced life on their own terms. She is co-Host of the The Real Estate InvestHer podcast and author of an Amazon Bestseller – “The Only Woman in the Room – Knowledge and Inspiration from 20 Successful Real Estate Women Investors!" In this episode, Liz discusses the importance of transparency from general partners when explaining who is involved in the management of a deal, why being comfortable with the sponsor is key to success and why she started a community for women investors.

Liz talks about analyzing your own success so you can let go of what isn’t working. She mentions that she started syndicating in NJ and Philadelphia but markets became overheated so she needed to find new markets. Initially she started investing in Lancaster, PA before moving on to markets in NC and KY.

Liz discusses the importance of understanding the focus and strengths of the sponsor and making sure that matches what they are actually doing. She talks about investing in C class neighborhoods and properties and the importance of knowing the market and targeting the assets that meet her investing thesis.

Liz talks about being a GP and the importance of the sponsor's transparency regarding who is involved in the deal.  She stresses that if a sponsor is vague or evasive about their team then that can be a huge red flag.  It should be clear who is on the team and what their role is.

Liz discusses the InvestHer Community and why she started a network for women investors.  She also talks about how the Community works on building each other up and helping women grow confidence in their investing.

Podcasts she recommends:
The Real Estate InvestHer Show 

Brene’ Brown Podcast

To connect with Liz go to www.derosagroup.com or therealestateinvesther.com.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2906 no 37. Investing in International Farmland with Peter Badger https://share.transistor.fm/s/bf4f936e Peter Badger is the Chief Strategy Officer at Farmfolio.  Their mission is to make farmland ownership easy for everyone. Peter has been an avid real estate investor for years and educator with a current focus on overseas farmland. In this episode, Peter discusses why overseas farmland is a worthy investment, how it works and why the returns are better than U.S. farmland. Peter talks about multifamily and overseas farmland – the two asset classes which thrived for him during pandemic.  He also discusses the importance of real assets because the stock market is so cyclical and the benefit of investing in farmland as an asset class that is completely non-correlated to other assets.  He mentions that the core of his wealth is in real assets like multifamily and farms. Peter talks about his multifamily portfolio and the why he still invests in apartments but has now changed his focus to farmland as he can have more control and no tenant related risks. He mentions that many high wealth people have up to 25% of their wealth in farms and forestry. He likes the Farmfolio approach because the farms are managed in the entirety but can be broken into individual lots and can be sold individually and managed under a Farm Owners Association.  The returns are combined with all plots on the farm, so you get the average of the whole farm rather than just from your plot. He also mentions that there is a secondary market for the farms, so you can sell a performing farm plot to a new investor. He explains that farmland and labor in the United States are more expensive than overseas which lowers returns significantly.  There are also improvements that can be made to the land and processes because many overseas farms are not as sophisticated and the farmers don’t have the expertise to export to the U.S. where they can get higher prices for their products. Peter talks about the importance of choosing the right country, making sure that you understand the property rights, how to take title, foreign ownership rules and capital controls of money coming in and leaving the country. He also discusses how to analyze the deal, concentrating on sponsor, market and asset class. Podcasts he recommends: Old Dog Real Estate Podcast    Risk Matrix he mentioned can be accessed here: https://tinyurl.com/farmlandanalysismatrix  To connect with Peter email him at peter@farmfolio.net or go to www. farmfolio.net.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Sun, 07 Nov 2021 08:00:00 -0000 37. Investing in International Farmland with Peter Badger full 37 PassivePockets, Jim Pfeifer, and Left Field Investors Peter Badger is the Chief Strategy Officer at Farmfolio. Their mission is to make farmland ownership easy for everyone. Peter has been an avid real estate investor for years and educator with a current focus on overseas farmland. In this episode, Peter d Peter Badger is the Chief Strategy Officer at Farmfolio.  Their mission is to make farmland ownership easy for everyone. Peter has been an avid real estate investor for years and educator with a current focus on overseas farmland. In this episode, Peter discusses why overseas farmland is a worthy investment, how it works and why the returns are better than U.S. farmland. Peter talks about multifamily and overseas farmland – the two asset classes which thrived for him during pandemic.  He also discusses the importance of real assets because the stock market is so cyclical and the benefit of investing in farmland as an asset class that is completely non-correlated to other assets.  He mentions that the core of his wealth is in real assets like multifamily and farms. Peter talks about his multifamily portfolio and the why he still invests in apartments but has now changed his focus to farmland as he can have more control and no tenant related risks. He mentions that many high wealth people have up to 25% of their wealth in farms and forestry. He likes the Farmfolio approach because the farms are managed in the entirety but can be broken into individual lots and can be sold individually and managed under a Farm Owners Association.  The returns are combined with all plots on the farm, so you get the average of the whole farm rather than just from your plot. He also mentions that there is a secondary market for the farms, so you can sell a performing farm plot to a new investor. He explains that farmland and labor in the United States are more expensive than overseas which lowers returns significantly.  There are also improvements that can be made to the land and processes because many overseas farms are not as sophisticated and the farmers don’t have the expertise to export to the U.S. where they can get higher prices for their products. Peter talks about the importance of choosing the right country, making sure that you understand the property rights, how to take title, foreign ownership rules and capital controls of money coming in and leaving the country. He also discusses how to analyze the deal, concentrating on sponsor, market and asset class. Podcasts he recommends: Old Dog Real Estate Podcast    Risk Matrix he mentioned can be accessed here: https://tinyurl.com/farmlandanalysismatrix  To connect with Peter email him at peter@farmfolio.net or go to www. farmfolio.net.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Peter Badger is the Chief Strategy Officer at Farmfolio.  Their mission is to make farmland ownership easy for everyone. Peter has been an avid real estate investor for years and educator with a current focus on overseas farmland. In this episode, Peter discusses why overseas farmland is a worthy investment, how it works and why the returns are better than U.S. farmland.

Peter talks about multifamily and overseas farmland – the two asset classes which thrived for him during pandemic.  He also discusses the importance of real assets because the stock market is so cyclical and the benefit of investing in farmland as an asset class that is completely non-correlated to other assets.  He mentions that the core of his wealth is in real assets like multifamily and farms.

Peter talks about his multifamily portfolio and the why he still invests in apartments but has now changed his focus to farmland as he can have more control and no tenant related risks. He mentions that many high wealth people have up to 25% of their wealth in farms and forestry. He likes the Farmfolio approach because the farms are managed in the entirety but can be broken into individual lots and can be sold individually and managed under a Farm Owners Association.  The returns are combined with all plots on the farm, so you get the average of the whole farm rather than just from your plot. He also mentions that there is a secondary market for the farms, so you can sell a performing farm plot to a new investor.

He explains that farmland and labor in the United States are more expensive than overseas which lowers returns significantly.  There are also improvements that can be made to the land and processes because many overseas farms are not as sophisticated and the farmers don’t have the expertise to export to the U.S. where they can get higher prices for their products.

Peter talks about the importance of choosing the right country, making sure that you understand the property rights, how to take title, foreign ownership rules and capital controls of money coming in and leaving the country. He also discusses how to analyze the deal, concentrating on sponsor, market and asset class.

Podcasts he recommends:

Old Dog Real Estate Podcast 

 

Risk Matrix he mentioned can be accessed here: https://tinyurl.com/farmlandanalysismatrix 

To connect with Peter email him at peter@farmfolio.net or go to www. farmfolio.net.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

]]> 2496 no 36. Recycling Your Capital to Beat Infinite Returns with Ivan Barratt https://share.transistor.fm/s/f6730f38 Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, he has raised nearly $150 million in equity and acquired over 5,000 multifamily units. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy. His company, BAM Capital, manages nearly $593 million in syndicated assets. In this episode, Ivan discusses why he prefers multifamily apartments, why structuring debt effectively is critical and how a refinance with infinite returns might not be the best way to increase returns. Ivan talks about the strength of multifamily in the current market and the risks of both inflation and deflation. He discusses the difference in debt structures, the importance of properly structured bridge debt and efficient long-term debt. Ivan talks about the benefits of selling an asset rather than refinancing and why the infinite return model may be less effective than selling an asset and recycling the funds into a new deal. Ivan discusses why he prefers a fund model rather than an individual asset investment and why a fund is better for the sponsor and the investor. Ivan explains how to analyze a sponsor who is managing a fund and importance of finding a fit between investor and fund manager and if there is no fit. It’s ok for both parties to move on.  He also talks about the importance of referrals when analyzing a sponsor. Podcasts he recommends: Real Vision    To connect with Ivan, go to https://capital.thebamcompanies.com or call him at 317-762-2625. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 31 Oct 2021 07:00:00 -0000 36. Recycling Your Capital to Beat Infinite Returns with Ivan Barratt full 36 PassivePockets, Jim Pfeifer, and Left Field Investors Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, he has raised nearly $150 million in equity and acquired over 5,000 multifamily units. Today, Ivan focuses his time on Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, he has raised nearly $150 million in equity and acquired over 5,000 multifamily units. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy. His company, BAM Capital, manages nearly $593 million in syndicated assets. In this episode, Ivan discusses why he prefers multifamily apartments, why structuring debt effectively is critical and how a refinance with infinite returns might not be the best way to increase returns. Ivan talks about the strength of multifamily in the current market and the risks of both inflation and deflation. He discusses the difference in debt structures, the importance of properly structured bridge debt and efficient long-term debt. Ivan talks about the benefits of selling an asset rather than refinancing and why the infinite return model may be less effective than selling an asset and recycling the funds into a new deal. Ivan discusses why he prefers a fund model rather than an individual asset investment and why a fund is better for the sponsor and the investor. Ivan explains how to analyze a sponsor who is managing a fund and importance of finding a fit between investor and fund manager and if there is no fit. It’s ok for both parties to move on.  He also talks about the importance of referrals when analyzing a sponsor. Podcasts he recommends: Real Vision    To connect with Ivan, go to https://capital.thebamcompanies.com or call him at 317-762-2625. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, he has raised nearly $150 million in equity and acquired over 5,000 multifamily units. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy. His company, BAM Capital, manages nearly $593 million in syndicated assets. In this episode, Ivan discusses why he prefers multifamily apartments, why structuring debt effectively is critical and how a refinance with infinite returns might not be the best way to increase returns.

Ivan talks about the strength of multifamily in the current market and the risks of both inflation and deflation.

He discusses the difference in debt structures, the importance of properly structured bridge debt and efficient long-term debt.

Ivan talks about the benefits of selling an asset rather than refinancing and why the infinite return model may be less effective than selling an asset and recycling the funds into a new deal.

Ivan discusses why he prefers a fund model rather than an individual asset investment and why a fund is better for the sponsor and the investor.

Ivan explains how to analyze a sponsor who is managing a fund and importance of finding a fit between investor and fund manager and if there is no fit. It’s ok for both parties to move on.  He also talks about the importance of referrals when analyzing a sponsor.

Podcasts he recommends:

Real Vision 

 

To connect with Ivan, go to https://capital.thebamcompanies.com or call him at 317-762-2625.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2968 no 35. The Importance of Trust & Confidence when Investing in Syndications with Tania Mirchandani https://share.transistor.fm/s/e967391b Tania Mirchandani is the Vice President of Capital Markets at Clear Capital. She worked in wealth management for nearly 15 years at Goldman Sachs. She has been involved in multifamily real estate management, operations and acquisitions for 5 years and she joined Clear Capital at the beginning of this year. In this episode, Tania talks about the importance of trust and confidence in a sponsor, the different information needs that individual investors have and some important deal metrics to analyze when reviewing a deal. Tania talks about the illiquidity of syndication investments and the importance of general partners investing in their own deals. Tania explains the importance of trust and confidence in people you are investing with and how that trust can be transferred through referrals and word of mouth.  She also talks about different investors and their needs for depth of information when they are reviewing deals. She encourages everyone to figure out how they want to pursue an investment opportunity and to get comfortable with whatever level of information they need before investing. Tania mentions some of the metrics that are important to her when analyzing a deal.   Podcasts she recommends: Focus On Facts  Super Soul    To connect with Tania go to www.clearcapllc.com or email her at tania@clearcapllc.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 24 Oct 2021 07:00:00 -0000 35. The Importance of Trust & Confidence when Investing in Syndications with Tania Mirchandani full 35 PassivePockets, Jim Pfeifer, and Left Field Investors Tania Mirchandani is the Vice President of Capital Markets at Clear Capital. She worked in wealth management for nearly 15 years at Goldman Sachs. She has been involved in multifamily real estate management, operations and acquisitions for 5 years and she Tania Mirchandani is the Vice President of Capital Markets at Clear Capital. She worked in wealth management for nearly 15 years at Goldman Sachs. She has been involved in multifamily real estate management, operations and acquisitions for 5 years and she joined Clear Capital at the beginning of this year. In this episode, Tania talks about the importance of trust and confidence in a sponsor, the different information needs that individual investors have and some important deal metrics to analyze when reviewing a deal. Tania talks about the illiquidity of syndication investments and the importance of general partners investing in their own deals. Tania explains the importance of trust and confidence in people you are investing with and how that trust can be transferred through referrals and word of mouth.  She also talks about different investors and their needs for depth of information when they are reviewing deals. She encourages everyone to figure out how they want to pursue an investment opportunity and to get comfortable with whatever level of information they need before investing. Tania mentions some of the metrics that are important to her when analyzing a deal.   Podcasts she recommends: Focus On Facts  Super Soul    To connect with Tania go to www.clearcapllc.com or email her at tania@clearcapllc.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Tania Mirchandani is the Vice President of Capital Markets at Clear Capital. She worked in wealth management for nearly 15 years at Goldman Sachs. She has been involved in multifamily real estate management, operations and acquisitions for 5 years and she joined Clear Capital at the beginning of this year. In this episode, Tania talks about the importance of trust and confidence in a sponsor, the different information needs that individual investors have and some important deal metrics to analyze when reviewing a deal.

Tania talks about the illiquidity of syndication investments and the importance of general partners investing in their own deals.

Tania explains the importance of trust and confidence in people you are investing with and how that trust can be transferred through referrals and word of mouth.  She also talks about different investors and their needs for depth of information when they are reviewing deals. She encourages everyone to figure out how they want to pursue an investment opportunity and to get comfortable with whatever level of information they need before investing.

Tania mentions some of the metrics that are important to her when analyzing a deal.

 

Podcasts she recommends:

Focus On Facts 

Super Soul 

 

To connect with Tania go to www.clearcapllc.com or email her at tania@clearcapllc.com.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2874 no 34. Recycling Capital to Grow Your Real Estate Business with Whitney Hutten https://share.transistor.fm/s/7c89dd33 Whitney is a real estate investor and personal finance trainer working to help others on their path towards financial independence. She is the founder of ASH Wealth and the Investor Accelerator Program which helps investors develop a plan to reach their real estate and financial goals. Today, Whitney is a partner in $700M+ of real estate assets, including 5,000+ residential units (SFR, MF, MHP, and assisted living) and 1,430+ self-storage units. She has been a guest on multiple podcasts, including Bigger Pockets Episode #340. In this episode, Whitney discusses managing your investments like a business, the five wealth centers of real estate and recycling money with velocity to grow your business. Whitney talks about the importance of the equity build and accumulation phase to build capital. For those starting out with a small amount of money, she recommends starting with single family homes, but if you have significant capital to start, you can leverage other people’s expertise and invest in other their deals through syndications. Whitney discusses the wealth centers of real estate – cash flow, leverage, tenant paydown, inflation reducing the debt, depreciation and tax benefits of real estate. She also talks about the BRRR (buy, rehab, rent, refinance, repeat) method vs turnkey investing and relates it to return on time.  She talks about an investor’s need for capital, time or hustle and depending on which of those you have, that can guide the investing strategy you choose. Whitney mentions the importance of treating your passive investing as a business that you are building and talks about the benefits of qualifying for the real estate professional status. Whitney discusses the 1031 exchange compared to the “Lazy 1031” and some of the challenges of the standard 1031 as it can force you into a transaction that might not fit your overall business strategy. Whitney talks about velocity of money, which means putting cash flow back into the business to produce more cash flow to grow your business at an exponential rate. Whitney discusses the evaluation of a sponsor and some of the red flags she looks for when vetting a sponsor as well as some deal metrics that are critical to her in evaluation of a deal. Podcast she recommends: Get Rich Education To connect with Whitney you can email her at  ashwealthco@gmail.com or go to www.ashwealth.com.  If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 17 Oct 2021 07:00:00 -0000 34. Recycling Capital to Grow Your Real Estate Business with Whitney Hutten full 34 PassivePockets, Jim Pfeifer, and Left Field Investors Whitney Hutten is a real estate investor and personal finance trainer working to help others on their path towards financial independence. She is the founder of ASH Wealth and the Investor Accelerator Program which helps investors develop a plan to reach Whitney is a real estate investor and personal finance trainer working to help others on their path towards financial independence. She is the founder of ASH Wealth and the Investor Accelerator Program which helps investors develop a plan to reach their real estate and financial goals. Today, Whitney is a partner in $700M+ of real estate assets, including 5,000+ residential units (SFR, MF, MHP, and assisted living) and 1,430+ self-storage units. She has been a guest on multiple podcasts, including Bigger Pockets Episode #340. In this episode, Whitney discusses managing your investments like a business, the five wealth centers of real estate and recycling money with velocity to grow your business. Whitney talks about the importance of the equity build and accumulation phase to build capital. For those starting out with a small amount of money, she recommends starting with single family homes, but if you have significant capital to start, you can leverage other people’s expertise and invest in other their deals through syndications. Whitney discusses the wealth centers of real estate – cash flow, leverage, tenant paydown, inflation reducing the debt, depreciation and tax benefits of real estate. She also talks about the BRRR (buy, rehab, rent, refinance, repeat) method vs turnkey investing and relates it to return on time.  She talks about an investor’s need for capital, time or hustle and depending on which of those you have, that can guide the investing strategy you choose. Whitney mentions the importance of treating your passive investing as a business that you are building and talks about the benefits of qualifying for the real estate professional status. Whitney discusses the 1031 exchange compared to the “Lazy 1031” and some of the challenges of the standard 1031 as it can force you into a transaction that might not fit your overall business strategy. Whitney talks about velocity of money, which means putting cash flow back into the business to produce more cash flow to grow your business at an exponential rate. Whitney discusses the evaluation of a sponsor and some of the red flags she looks for when vetting a sponsor as well as some deal metrics that are critical to her in evaluation of a deal. Podcast she recommends: Get Rich Education To connect with Whitney you can email her at  ashwealthco@gmail.com or go to www.ashwealth.com.  If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Whitney is a real estate investor and personal finance trainer working to help others on their path towards financial independence. She is the founder of ASH Wealth and the Investor Accelerator Program which helps investors develop a plan to reach their real estate and financial goals. Today, Whitney is a partner in $700M+ of real estate assets, including 5,000+ residential units (SFR, MF, MHP, and assisted living) and 1,430+ self-storage units. She has been a guest on multiple podcasts, including Bigger Pockets Episode #340. In this episode, Whitney discusses managing your investments like a business, the five wealth centers of real estate and recycling money with velocity to grow your business.

Whitney talks about the importance of the equity build and accumulation phase to build capital. For those starting out with a small amount of money, she recommends starting with single family homes, but if you have significant capital to start, you can leverage other people’s expertise and invest in other their deals through syndications.

Whitney discusses the wealth centers of real estate – cash flow, leverage, tenant paydown, inflation reducing the debt, depreciation and tax benefits of real estate. She also talks about the BRRR (buy, rehab, rent, refinance, repeat) method vs turnkey investing and relates it to return on time.  She talks about an investor’s need for capital, time or hustle and depending on which of those you have, that can guide the investing strategy you choose.

Whitney mentions the importance of treating your passive investing as a business that you are building and talks about the benefits of qualifying for the real estate professional status.

Whitney discusses the 1031 exchange compared to the “Lazy 1031” and some of the challenges of the standard 1031 as it can force you into a transaction that might not fit your overall business strategy.

Whitney talks about velocity of money, which means putting cash flow back into the business to produce more cash flow to grow your business at an exponential rate.

Whitney discusses the evaluation of a sponsor and some of the red flags she looks for when vetting a sponsor as well as some deal metrics that are critical to her in evaluation of a deal.

Podcast she recommends:

Get Rich Education

To connect with Whitney you can email her at  ashwealthco@gmail.com or go to www.ashwealth.com.

 
If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2802 no 33. Picking the Right Jockey on the Road to Success with The Debt Free Doctor, Jeff Anzalone https://share.transistor.fm/s/7a7c6e9a Jeff Anzalone is the Debt Free Doctor. He is a periodontist and became concerned that his family only had one source of income – so he learned how to build multiple streams of passive income and now he is helping others to learn as well.  In this episode, Jeff discusses how he started learning about finance from Dave Ramsey and then moved on to learn from Robert Kiyosaki, how he screens sponsors and the importance of taking action. Jeff talks about his research that showed him that 90% of millionaires own real estate and have at least seven different income streams. This led him to determine he needed real estate and needed more than his paycheck as an income stream.    Jeff mentions how he followed Dave Ramsey early in his journey and it helped him get out of debt and how he moved beyond Ramsey and the scarcity mindset to an abundance mindset that led him to real estate syndications.   Jeff discusses the three things he always asks sponsors when he is on a call screening an operator. He also mentions the importance of taking action – if you never take action you will never move forward.   Jeff explains how after the initial stages of the pandemic, hotel values dropped and he took advantage of the market conditions to invest in several hotels and through this he learned the value of being opportunistic.   Jeff also talks about some of the important metrics he looks at when evaluating a multifamily deal. Podcasts he recommends: Passive Investing from Left Field  Cardone Zone Podcast  Wealthability    Videos Jeff recommends during the podcast:Hotel Investing Explained (Part 1)  Hotel Investing Explained (Part 2)How to Legally NOT Pay Taxes - Tax Free Wealth Jeff mentions The Ultimate Passive Income Guide and recommends The Hands-Off Investor by Brian Burke. To connect with Jeff, you can email him at jeff@debtfreedr.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.       Sun, 10 Oct 2021 07:00:00 -0000 33. Picking the Right Jockey on the Road to Success with The Debt Free Doctor, Jeff Anzalone full 33 PassivePockets, Jim Pfeifer, and Left Field Investors Jeff Anzalone is the Debt Free Doctor. He is a periodontist and became concerned that his family only had one source of income – so he learned how to build multiple streams of passive income and now he is helping others to learn as well. In this episode, Jeff Anzalone is the Debt Free Doctor. He is a periodontist and became concerned that his family only had one source of income – so he learned how to build multiple streams of passive income and now he is helping others to learn as well.  In this episode, Jeff discusses how he started learning about finance from Dave Ramsey and then moved on to learn from Robert Kiyosaki, how he screens sponsors and the importance of taking action. Jeff talks about his research that showed him that 90% of millionaires own real estate and have at least seven different income streams. This led him to determine he needed real estate and needed more than his paycheck as an income stream.    Jeff mentions how he followed Dave Ramsey early in his journey and it helped him get out of debt and how he moved beyond Ramsey and the scarcity mindset to an abundance mindset that led him to real estate syndications.   Jeff discusses the three things he always asks sponsors when he is on a call screening an operator. He also mentions the importance of taking action – if you never take action you will never move forward.   Jeff explains how after the initial stages of the pandemic, hotel values dropped and he took advantage of the market conditions to invest in several hotels and through this he learned the value of being opportunistic.   Jeff also talks about some of the important metrics he looks at when evaluating a multifamily deal. Podcasts he recommends: Passive Investing from Left Field  Cardone Zone Podcast  Wealthability    Videos Jeff recommends during the podcast:Hotel Investing Explained (Part 1)  Hotel Investing Explained (Part 2)How to Legally NOT Pay Taxes - Tax Free Wealth Jeff mentions The Ultimate Passive Income Guide and recommends The Hands-Off Investor by Brian Burke. To connect with Jeff, you can email him at jeff@debtfreedr.com.   If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.       Jeff Anzalone is the Debt Free Doctor. He is a periodontist and became concerned that his family only had one source of income – so he learned how to build multiple streams of passive income and now he is helping others to learn as well.  In this episode, Jeff discusses how he started learning about finance from Dave Ramsey and then moved on to learn from Robert Kiyosaki, how he screens sponsors and the importance of taking action.

Jeff talks about his research that showed him that 90% of millionaires own real estate and have at least seven different income streams. This led him to determine he needed real estate and needed more than his paycheck as an income stream. 

 

Jeff mentions how he followed Dave Ramsey early in his journey and it helped him get out of debt and how he moved beyond Ramsey and the scarcity mindset to an abundance mindset that led him to real estate syndications.

 

Jeff discusses the three things he always asks sponsors when he is on a call screening an operator. He also mentions the importance of taking action – if you never take action you will never move forward.

 

Jeff explains how after the initial stages of the pandemic, hotel values dropped and he took advantage of the market conditions to invest in several hotels and through this he learned the value of being opportunistic.

 

Jeff also talks about some of the important metrics he looks at when evaluating a multifamily deal.

Podcasts he recommends:

Passive Investing from Left Field 

Cardone Zone Podcast 

Wealthability  

 
Videos Jeff recommends during the podcast:
Hotel Investing Explained (Part 1) 

Hotel Investing Explained (Part 2)
How to Legally NOT Pay Taxes - Tax Free Wealth

Jeff mentions The Ultimate Passive Income Guide and recommends The Hands-Off Investor by Brian Burke.

To connect with Jeff, you can email him at jeff@debtfreedr.com.

 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

 

]]> 2490 no 32. Creating Real Wealth with Turnkey Investing with Kathy Fettke https://share.transistor.fm/s/fa80a34c Kathy Fettke is the CEO of Real Wealth Network, host of the Real Wealth Show and author of Retire Rich with Rentals.  She helps people build wealth with cash flowing real estate through single family rentals, syndications and more.  She has grown an amazing network and built a great Community and shares our focus on networking and education. In this episode, Kathy talks about how she got started in real estate, the value of quality property management and the power of a network and community. Kathy talks about how she got started in real estate through creative house hacking followed by monetizing her radio show in an unexpected way and how that eventually grew into the business she has today. Kathy mentions booking Robert Kiyosaki on her radio show and that led to him recommending she get out of some of the overpriced markets and start buying in Texas.  She followed his advice, as did her growing community, and they not only made money in Texas but avoided losing money when the over-priced markets tanked. Kathy discusses taking advantage of opportunities in a down market and buying assets when most people are fearful.  She also talks about property being overvalued now in some areas, but that doesn’t mean there isn’t still opportunity out there.  She discusses demographics and the effect that will have over the next few years which leads her to markets in the Southeast. Kathy talks about single family turnkey operations and the importance of understanding that means different things to different people and it’s essential to get on the same page as those you are doing business with.  To accomplish that, she established guidelines for all of her operators so that her network gets a similar experience regardless of the operator or market. Kathy discusses property management and its importance to the bottom line for all real estate - “Success of your real estate depends on your property manager”. Kathy mentions that there are ways to get started with limited funds and that wealth can grow steadily through investing in real estate on a regular basis.  She also talks about the network effect and how pushing her providers to share information has improved the performance for everyone. She discusses how the strength of a network is to find problems early and share in the solutions as well as to help each other find opportunities and the importance of learning from each other and using the leverage of a network. Podcasts she recommends: Real Wealth Show  Real Estate News for Investors  New Home Insights Podcast To connect with Kathy go to www.realwealthnetwork.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Sun, 03 Oct 2021 07:00:00 -0000 32. Creating Real Wealth with Turnkey Investing with Kathy Fettke full 32 PassivePockets, Jim Pfeifer, and Left Field Investors Kathy Fettke is the CEO of Real Wealth Network, host of the Real Wealth Show and author of Retire Rich with Rentals. She helps people build wealth with cash flowing real estate through single family rentals, syndications and more. She has grown an amazi Kathy Fettke is the CEO of Real Wealth Network, host of the Real Wealth Show and author of Retire Rich with Rentals.  She helps people build wealth with cash flowing real estate through single family rentals, syndications and more.  She has grown an amazing network and built a great Community and shares our focus on networking and education. In this episode, Kathy talks about how she got started in real estate, the value of quality property management and the power of a network and community. Kathy talks about how she got started in real estate through creative house hacking followed by monetizing her radio show in an unexpected way and how that eventually grew into the business she has today. Kathy mentions booking Robert Kiyosaki on her radio show and that led to him recommending she get out of some of the overpriced markets and start buying in Texas.  She followed his advice, as did her growing community, and they not only made money in Texas but avoided losing money when the over-priced markets tanked. Kathy discusses taking advantage of opportunities in a down market and buying assets when most people are fearful.  She also talks about property being overvalued now in some areas, but that doesn’t mean there isn’t still opportunity out there.  She discusses demographics and the effect that will have over the next few years which leads her to markets in the Southeast. Kathy talks about single family turnkey operations and the importance of understanding that means different things to different people and it’s essential to get on the same page as those you are doing business with.  To accomplish that, she established guidelines for all of her operators so that her network gets a similar experience regardless of the operator or market. Kathy discusses property management and its importance to the bottom line for all real estate - “Success of your real estate depends on your property manager”. Kathy mentions that there are ways to get started with limited funds and that wealth can grow steadily through investing in real estate on a regular basis.  She also talks about the network effect and how pushing her providers to share information has improved the performance for everyone. She discusses how the strength of a network is to find problems early and share in the solutions as well as to help each other find opportunities and the importance of learning from each other and using the leverage of a network. Podcasts she recommends: Real Wealth Show  Real Estate News for Investors  New Home Insights Podcast To connect with Kathy go to www.realwealthnetwork.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Kathy Fettke is the CEO of Real Wealth Network, host of the Real Wealth Show and author of Retire Rich with Rentals.  She helps people build wealth with cash flowing real estate through single family rentals, syndications and more.  She has grown an amazing network and built a great Community and shares our focus on networking and education. In this episode, Kathy talks about how she got started in real estate, the value of quality property management and the power of a network and community.

Kathy talks about how she got started in real estate through creative house hacking followed by monetizing her radio show in an unexpected way and how that eventually grew into the business she has today. Kathy mentions booking Robert Kiyosaki on her radio show and that led to him recommending she get out of some of the overpriced markets and start buying in Texas.  She followed his advice, as did her growing community, and they not only made money in Texas but avoided losing money when the over-priced markets tanked.

Kathy discusses taking advantage of opportunities in a down market and buying assets when most people are fearful.  She also talks about property being overvalued now in some areas, but that doesn’t mean there isn’t still opportunity out there.  She discusses demographics and the effect that will have over the next few years which leads her to markets in the Southeast.

Kathy talks about single family turnkey operations and the importance of understanding that means different things to different people and it’s essential to get on the same page as those you are doing business with.  To accomplish that, she established guidelines for all of her operators so that her network gets a similar experience regardless of the operator or market. Kathy discusses property management and its importance to the bottom line for all real estate - “Success of your real estate depends on your property manager”.

Kathy mentions that there are ways to get started with limited funds and that wealth can grow steadily through investing in real estate on a regular basis.  She also talks about the network effect and how pushing her providers to share information has improved the performance for everyone. She discusses how the strength of a network is to find problems early and share in the solutions as well as to help each other find opportunities and the importance of learning from each other and using the leverage of a network.

Podcasts she recommends:

Real Wealth Show 

Real Estate News for Investors 

New Home Insights Podcast

To connect with Kathy go to www.realwealthnetwork.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

]]> 2884 no 31. How to Build Wealth: Masterclass in Passive Investing Through Real Estate - Part 2 https://share.transistor.fm/s/adc0e16c For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Jim reveals how to put your money to work through strategies that only recently became available to the average investor. Millions of people are wisely reallocating their recent gains from the stock market (and Crypto!) and diversifying to tangible assets. Real Estate is the perfect asset to protect against market crashes and inflation. It's no wonder this tactic is how the wealthy have played the game for centuries. We covered the following chapters in the previous episode:1.     What is Passive Investing?2.     What is a Syndication?3.     What are the Pros and Cons of Passive Syndications?4.     How to Pick a Sponsor The following chapters will be discussed in this episode:5.     How to Pick an Asset Class6.     How Can You Diversify by Market?7.     How Do We Choose a Deal?8.     What to Expect When Investing in a Syndication9.     How to Invest With a Tribe These topics will be familiar to many of you, but the intent of the masterclass is to give an overview of passive investing that will hopefully help beginners as well as experienced investors. We want to thank Tribevest, and especially Julian McClurkin, for supporting us in the production on the Masterclass.  We would also like to thank the entire LFI team, Chad, Sean, Ryan & Steve, for their help in creating the content - we certainly could not have done it without them! If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 26 Sep 2021 07:00:00 -0000 31. How to Build Wealth: Masterclass in Passive Investing Through Real Estate - Part 2 full 31 PassivePockets, Jim Pfeifer, and Left Field Investors For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Ji For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Jim reveals how to put your money to work through strategies that only recently became available to the average investor. Millions of people are wisely reallocating their recent gains from the stock market (and Crypto!) and diversifying to tangible assets. Real Estate is the perfect asset to protect against market crashes and inflation. It's no wonder this tactic is how the wealthy have played the game for centuries. We covered the following chapters in the previous episode:1.     What is Passive Investing?2.     What is a Syndication?3.     What are the Pros and Cons of Passive Syndications?4.     How to Pick a Sponsor The following chapters will be discussed in this episode:5.     How to Pick an Asset Class6.     How Can You Diversify by Market?7.     How Do We Choose a Deal?8.     What to Expect When Investing in a Syndication9.     How to Invest With a Tribe These topics will be familiar to many of you, but the intent of the masterclass is to give an overview of passive investing that will hopefully help beginners as well as experienced investors. We want to thank Tribevest, and especially Julian McClurkin, for supporting us in the production on the Masterclass.  We would also like to thank the entire LFI team, Chad, Sean, Ryan & Steve, for their help in creating the content - we certainly could not have done it without them! If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Jim reveals how to put your money to work through strategies that only recently became available to the average investor.

Millions of people are wisely reallocating their recent gains from the stock market (and Crypto!) and diversifying to tangible assets. Real Estate is the perfect asset to protect against market crashes and inflation. It's no wonder this tactic is how the wealthy have played the game for centuries.


We covered the following chapters in the previous episode:
1.     What is Passive Investing?
2.     What is a Syndication?
3.     What are the Pros and Cons of Passive Syndications?
4.     How to Pick a Sponsor

The following chapters will be discussed in this episode:
5.     How to Pick an Asset Class
6.     How Can You Diversify by Market?
7.     How Do We Choose a Deal?
8.     What to Expect When Investing in a Syndication
9.     How to Invest With a Tribe

These topics will be familiar to many of you, but the intent of the masterclass is to give an overview of passive investing that will hopefully help beginners as well as experienced investors.

We want to thank Tribevest, and especially Julian McClurkin, for supporting us in the production on the Masterclass.  We would also like to thank the entire LFI team, Chad, Sean, Ryan & Steve, for their help in creating the content - we certainly could not have done it without them!

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2626 no 30. How to Build Wealth: Masterclass in Passive Investing Through Real Estate - Part 1 https://share.transistor.fm/s/3ac056b9 For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Jim reveals how to put your money to work through strategies that only recently became available to the average investor. Millions of people are wisely reallocating their recent gains from the stock market (and Crypto!) and diversifying to tangible assets. Real Estate is the perfect asset to protect against market crashes and inflation. It's no wonder this tactic is how the wealthy have played the game for centuries. We will be covering the following chapters in this episode:1.     What is Passive Investing?2.     What is a Syndication?3.     What are the Pros and Cons of Passive Syndications?4.     How to Pick a Sponsor The following chapters will be discussed in next weeks episode:5.     How to Pick an Asset Class6.     How Can You Diversify by Market?7.     How Do We Choose a Deal?8.     What to Expect When Investing in a Syndication9.     How to Invest With a Tribe These topics will be familiar to many of you, but the intent of the masterclass is to give an overview of passive investing that will hopefully help beginners as well as experienced investors. We want to thank Tribevest, and especially Julian McClurkin, for supporting us in the production on the Masterclass.  We would also like to thank the entire LFI team, Chad, Sean, Ryan & Steve, for their help in creating the content - we certainly could not have done it without them! If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 19 Sep 2021 07:00:00 -0000 30. How to Build Wealth: Masterclass in Passive Investing Through Real Estate - Part 1 full 30 PassivePockets, Jim Pfeifer, and Left Field Investors For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Ji For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Jim reveals how to put your money to work through strategies that only recently became available to the average investor. Millions of people are wisely reallocating their recent gains from the stock market (and Crypto!) and diversifying to tangible assets. Real Estate is the perfect asset to protect against market crashes and inflation. It's no wonder this tactic is how the wealthy have played the game for centuries. We will be covering the following chapters in this episode:1.     What is Passive Investing?2.     What is a Syndication?3.     What are the Pros and Cons of Passive Syndications?4.     How to Pick a Sponsor The following chapters will be discussed in next weeks episode:5.     How to Pick an Asset Class6.     How Can You Diversify by Market?7.     How Do We Choose a Deal?8.     What to Expect When Investing in a Syndication9.     How to Invest With a Tribe These topics will be familiar to many of you, but the intent of the masterclass is to give an overview of passive investing that will hopefully help beginners as well as experienced investors. We want to thank Tribevest, and especially Julian McClurkin, for supporting us in the production on the Masterclass.  We would also like to thank the entire LFI team, Chad, Sean, Ryan & Steve, for their help in creating the content - we certainly could not have done it without them! If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   For this episode, we are releasing our exclusive MASTERCLASS on building wealth through passive Real Estate. In this 9-part MASTERCLASS, passive investing expert Jim Pfeifer, founder of Left Field Investors, sits down with Tribevest's Julian McClurkin. Jim reveals how to put your money to work through strategies that only recently became available to the average investor.

Millions of people are wisely reallocating their recent gains from the stock market (and Crypto!) and diversifying to tangible assets. Real Estate is the perfect asset to protect against market crashes and inflation. It's no wonder this tactic is how the wealthy have played the game for centuries.


We will be covering the following chapters in this episode:
1.     What is Passive Investing?
2.     What is a Syndication?
3.     What are the Pros and Cons of Passive Syndications?
4.     How to Pick a Sponsor

The following chapters will be discussed in next weeks episode:
5.     How to Pick an Asset Class
6.     How Can You Diversify by Market?
7.     How Do We Choose a Deal?
8.     What to Expect When Investing in a Syndication
9.     How to Invest With a Tribe

These topics will be familiar to many of you, but the intent of the masterclass is to give an overview of passive investing that will hopefully help beginners as well as experienced investors.

We want to thank Tribevest, and especially Julian McClurkin, for supporting us in the production on the Masterclass.  We would also like to thank the entire LFI team, Chad, Sean, Ryan & Steve, for their help in creating the content - we certainly could not have done it without them!

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2599 no 29. The Power of Networks in Growing Your Wealth with Chad Ackerman https://share.transistor.fm/s/457b394d Chad Ackerman is a senior consultant working for a major bank as well as one of the co-founders of Left Field Investors. He has been a major contributor to the development of all of the Infielder tools we have been developing this year and is working towards his goal of financial freedom. In this episode, Chad discusses how he got started in passive investing, using velocity of money to increase his returns and why he uses Tribevest for group investing. Chad talks about how he started in real estate with private lending and then started chasing the shiny object, as so many of us have.  He discusses how his networking with multiple groups has helped him on each step of his journey – including how networks helped him find focus in his investing strategy. Chad explains that using velocity of money in passive investing can be as successful a strategy as managing your own active real estate portfolio.  He gives an example of this when you get a refi 2-3 years into an investment - you still own the investment and you can go invest the returned capital in a new deal, effectively earning two returns with the same dollar. Chad talks about his decision to liquidate his old 401k and pay the taxes plus penalty so he could invest that money passively in real estate syndications. He explains how he expects that money to be recycled and grow so that he won’t need to add more capital in the future. Chad discusses his experience with group investing through Tribevest.  He says Tribevest increased his network, helped with diversification, and helped him learn to be a better investor.  He also talks about how to set up a tribe for success. Chad ends the podcast talking about his favorite metrics when analyzing a multifamily deal and how those metrics have changed as he has grown as an investor. Podcasts he recommends: Bigger Pockets   Real Estate Guys  Passive Wealth Strategy  To connect with Chad, you can email him at chad@leftfieldinvestors.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 12 Sep 2021 07:00:00 -0000 29. The Power of Networks in Growing Your Wealth with Chad Ackerman full 29 PassivePockets, Jim Pfeifer, and Left Field Investors Chad Ackerman is a senior consultant working for a major bank as well as one of the co-founders of Left Field Investors. He has been a major contributor to the development of all of the Infielder tools we have been developing this year and is working towa Chad Ackerman is a senior consultant working for a major bank as well as one of the co-founders of Left Field Investors. He has been a major contributor to the development of all of the Infielder tools we have been developing this year and is working towards his goal of financial freedom. In this episode, Chad discusses how he got started in passive investing, using velocity of money to increase his returns and why he uses Tribevest for group investing. Chad talks about how he started in real estate with private lending and then started chasing the shiny object, as so many of us have.  He discusses how his networking with multiple groups has helped him on each step of his journey – including how networks helped him find focus in his investing strategy. Chad explains that using velocity of money in passive investing can be as successful a strategy as managing your own active real estate portfolio.  He gives an example of this when you get a refi 2-3 years into an investment - you still own the investment and you can go invest the returned capital in a new deal, effectively earning two returns with the same dollar. Chad talks about his decision to liquidate his old 401k and pay the taxes plus penalty so he could invest that money passively in real estate syndications. He explains how he expects that money to be recycled and grow so that he won’t need to add more capital in the future. Chad discusses his experience with group investing through Tribevest.  He says Tribevest increased his network, helped with diversification, and helped him learn to be a better investor.  He also talks about how to set up a tribe for success. Chad ends the podcast talking about his favorite metrics when analyzing a multifamily deal and how those metrics have changed as he has grown as an investor. Podcasts he recommends: Bigger Pockets   Real Estate Guys  Passive Wealth Strategy  To connect with Chad, you can email him at chad@leftfieldinvestors.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Chad Ackerman is a senior consultant working for a major bank as well as one of the co-founders of Left Field Investors. He has been a major contributor to the development of all of the Infielder tools we have been developing this year and is working towards his goal of financial freedom. In this episode, Chad discusses how he got started in passive investing, using velocity of money to increase his returns and why he uses Tribevest for group investing.

Chad talks about how he started in real estate with private lending and then started chasing the shiny object, as so many of us have.  He discusses how his networking with multiple groups has helped him on each step of his journey – including how networks helped him find focus in his investing strategy.

Chad explains that using velocity of money in passive investing can be as successful a strategy as managing your own active real estate portfolio.  He gives an example of this when you get a refi 2-3 years into an investment - you still own the investment and you can go invest the returned capital in a new deal, effectively earning two returns with the same dollar.

Chad talks about his decision to liquidate his old 401k and pay the taxes plus penalty so he could invest that money passively in real estate syndications. He explains how he expects that money to be recycled and grow so that he won’t need to add more capital in the future.

Chad discusses his experience with group investing through Tribevest.  He says Tribevest increased his network, helped with diversification, and helped him learn to be a better investor.  He also talks about how to set up a tribe for success.

Chad ends the podcast talking about his favorite metrics when analyzing a multifamily deal and how those metrics have changed as he has grown as an investor.

Podcasts he recommends:

Bigger Pockets  

Real Estate Guys 

Passive Wealth Strategy

 
To connect with Chad, you can email him at chad@leftfieldinvestors.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2907 no 28. Overcoming Challenges & $26M in Debt on the Road to Success with Jorge Newberry https://share.transistor.fm/s/9bead377 Jorge Newberry is CEO and Chairman of AHP Servicing LLC and American Homeowner Preservation LLC, which crowdfund the purchase of nonperforming mortgages from banks at big discounts, then share the discounts with struggling homeowners. He is also Founder and CEO of Debt Cleanse Group Legal Services, a nationwide legal plan to help consumers and small businesses get out of debt. In this episode, Jorge discusses his rise and fall in multifamily investing and how he got out of debt and started new businesses that make money for investors and help homeowners in financial distress. Jorge discusses his two new investment opportunities which are similar to his previous fund where they buy loans from banks and help the homeowners stay in the home be restructuring the mortgage. Podcasts he recommends: Wealth Formula Jorge mentioned his book "Burn Zones", you can buy the book using this link. To connect with Jorge or to view his investment opportunities go to prereo.com or ahptitle.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Sun, 05 Sep 2021 07:00:00 -0000 28. Overcoming Challenges & $26M in Debt on the Road to Success with Jorge Newberry full 28 PassivePockets, Jim Pfeifer, and Left Field Investors Jorge Newberry is CEO and Chairman of AHP Servicing LLC and American Homeowner Preservation LLC, which crowdfund the purchase of nonperforming mortgages from banks at big discounts, then share the discounts with struggling homeowners. He is also Founder a Jorge Newberry is CEO and Chairman of AHP Servicing LLC and American Homeowner Preservation LLC, which crowdfund the purchase of nonperforming mortgages from banks at big discounts, then share the discounts with struggling homeowners. He is also Founder and CEO of Debt Cleanse Group Legal Services, a nationwide legal plan to help consumers and small businesses get out of debt. In this episode, Jorge discusses his rise and fall in multifamily investing and how he got out of debt and started new businesses that make money for investors and help homeowners in financial distress. Jorge discusses his two new investment opportunities which are similar to his previous fund where they buy loans from banks and help the homeowners stay in the home be restructuring the mortgage. Podcasts he recommends: Wealth Formula Jorge mentioned his book "Burn Zones", you can buy the book using this link. To connect with Jorge or to view his investment opportunities go to prereo.com or ahptitle.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Jorge Newberry is CEO and Chairman of AHP Servicing LLC and American Homeowner Preservation LLC, which crowdfund the purchase of nonperforming mortgages from banks at big discounts, then share the discounts with struggling homeowners. He is also Founder and CEO of Debt Cleanse Group Legal Services, a nationwide legal plan to help consumers and small businesses get out of debt. In this episode, Jorge discusses his rise and fall in multifamily investing and how he got out of debt and started new businesses that make money for investors and help homeowners in financial distress.

Jorge discusses his two new investment opportunities which are similar to his previous fund where they buy loans from banks and help the homeowners stay in the home be restructuring the mortgage.

Podcasts he recommends:

Wealth Formula

Jorge mentioned his book "Burn Zones", you can buy the book using this link.

To connect with Jorge or to view his investment opportunities go to prereo.com or ahptitle.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

]]> 3186 no 27. Socially Responsible Investing for High Returns with Christopher Saylor https://share.transistor.fm/s/807341f6 Christopher Saylor is the founder and Managing Partner at Pikes Peak Capital, which manages high-return distressed real estate funds. Pikes Peak Capital buys and sells single-family residential real estate across the nation and provides a path to homeownership for low-to-moderate-income individuals.  They typically look for opportunities others dismiss as too difficult or too different and have managed 4 funds with over $10M in transactions in 36 states. In this episode, Christopher discusses how Pikes Peak buys distressed properties and help homeowners stay in their homes while providing quality returns to investors. Christopher talks about his first two funds and the strategy of buying low value single family homes that banks are not typically interested in.  The firm sells the properties to low to moderate income home buyers who are often locked out of financing from banks.  Pikes Peak will help them with the financing rather than the buyer going through a traditional bank and then sell the paper on the secondary market. Christopher discusses how Pikes Peak sets up automatic screens to filter thousands of properties to find the ones they want to perform additional due diligence on. He talks about the original plan of doing all property evaluation in a spreadsheet but realized the team also need to visit the properties which they do through using services who perform this function for them. The third fund – RDMO (Residential Distressed Mortgage Opportunity Fund)– focuses on assets from $100,000 to $750,000 and the source of acquisition is both pre and post foreclosure and NPL (non-performing mortgages).  The strategy for nonperforming mortgages is to work with the borrower to find a mutually beneficial solution.  After the loan is rehabbed, Pikes Peak sells the loans on the secondary market. If they can’t work out the loan with the borrower, cash is offered for deeding the property and if that doesn’t work they go through the foreclosure process or resell the loans on the non performing secondary market. Christopher discusses Home Ownership As A Service – Pikes Peak extends financing to the borrowers and tries to ensure the borrowers are set up for success while providing financial counseling, and offering to buy the houses back from struggling borrowers. Podcasts he recommends: Money Talks The RobCast To connect with Christopher,  email him at christoper@ppch.co  or call or text 719-659-4576. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 29 Aug 2021 07:00:00 -0000 27. Socially Responsible Investing for High Returns with Christopher Saylor full 27 PassivePockets, Jim Pfeifer, and Left Field Investors Christopher Saylor is the founder and Managing Partner at Pikes Peak Capital, which manages high-return distressed real estate funds. Pikes Peak Capital buys and sells single-family residential real estate across the nation and provides a path to homeowne Christopher Saylor is the founder and Managing Partner at Pikes Peak Capital, which manages high-return distressed real estate funds. Pikes Peak Capital buys and sells single-family residential real estate across the nation and provides a path to homeownership for low-to-moderate-income individuals.  They typically look for opportunities others dismiss as too difficult or too different and have managed 4 funds with over $10M in transactions in 36 states. In this episode, Christopher discusses how Pikes Peak buys distressed properties and help homeowners stay in their homes while providing quality returns to investors. Christopher talks about his first two funds and the strategy of buying low value single family homes that banks are not typically interested in.  The firm sells the properties to low to moderate income home buyers who are often locked out of financing from banks.  Pikes Peak will help them with the financing rather than the buyer going through a traditional bank and then sell the paper on the secondary market. Christopher discusses how Pikes Peak sets up automatic screens to filter thousands of properties to find the ones they want to perform additional due diligence on. He talks about the original plan of doing all property evaluation in a spreadsheet but realized the team also need to visit the properties which they do through using services who perform this function for them. The third fund – RDMO (Residential Distressed Mortgage Opportunity Fund)– focuses on assets from $100,000 to $750,000 and the source of acquisition is both pre and post foreclosure and NPL (non-performing mortgages).  The strategy for nonperforming mortgages is to work with the borrower to find a mutually beneficial solution.  After the loan is rehabbed, Pikes Peak sells the loans on the secondary market. If they can’t work out the loan with the borrower, cash is offered for deeding the property and if that doesn’t work they go through the foreclosure process or resell the loans on the non performing secondary market. Christopher discusses Home Ownership As A Service – Pikes Peak extends financing to the borrowers and tries to ensure the borrowers are set up for success while providing financial counseling, and offering to buy the houses back from struggling borrowers. Podcasts he recommends: Money Talks The RobCast To connect with Christopher,  email him at christoper@ppch.co  or call or text 719-659-4576. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Christopher Saylor is the founder and Managing Partner at Pikes Peak Capital, which manages high-return distressed real estate funds. Pikes Peak Capital buys and sells single-family residential real estate across the nation and provides a path to homeownership for low-to-moderate-income individuals.  They typically look for opportunities others dismiss as too difficult or too different and have managed 4 funds with over $10M in transactions in 36 states. In this episode, Christopher discusses how Pikes Peak buys distressed properties and help homeowners stay in their homes while providing quality returns to investors.

Christopher talks about his first two funds and the strategy of buying low value single family homes that banks are not typically interested in.  The firm sells the properties to low to moderate income home buyers who are often locked out of financing from banks.  Pikes Peak will help them with the financing rather than the buyer going through a traditional bank and then sell the paper on the secondary market.

Christopher discusses how Pikes Peak sets up automatic screens to filter thousands of properties to find the ones they want to perform additional due diligence on. He talks about the original plan of doing all property evaluation in a spreadsheet but realized the team also need to visit the properties which they do through using services who perform this function for them.

The third fund – RDMO (Residential Distressed Mortgage Opportunity Fund)– focuses on assets from $100,000 to $750,000 and the source of acquisition is both pre and post foreclosure and NPL (non-performing mortgages).  The strategy for nonperforming mortgages is to work with the borrower to find a mutually beneficial solution.  After the loan is rehabbed, Pikes Peak sells the loans on the secondary market. If they can’t work out the loan with the borrower, cash is offered for deeding the property and if that doesn’t work they go through the foreclosure process or resell the loans on the non performing secondary market.

Christopher discusses Home Ownership As A Service – Pikes Peak extends financing to the borrowers and tries to ensure the borrowers are set up for success while providing financial counseling, and offering to buy the houses back from struggling borrowers.

Podcasts he recommends:

Money Talks
The RobCast

To connect with Christopher,  email him at christoper@ppch.co  or call or text 719-659-4576.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2731 no 25. Note Investing and Economic Outlook with Bob Fraser https://share.transistor.fm/s/fea0b671 Bob Fraser is the Co-Founder & Principal at Aspen Funds, a residential mortgage fund. He worked in tech and in the stock market before starting his notes investing fund eight years ago.  In this episode, he talks about investing in notes, his outlook for the economy, why he is not concerned about inflation and ends with a discussion on Bitcoin and cryptocurrencies. Bob explains that buying notes is just buying mortgages on real estate. He talks about Aspen funds and how they focus on notes on single family homes. Bob discusses the difference between performing notes and non-performing notes. He explains that when they buy non-performing notes, they rehab the loans and once It’s performing again, they sell the paper. Bob talks about the note underwriting process and why they prefer second position mortgages when they are available.  He also discusses the market for re-performing loans and how they find the loans to buy. He then talks about the pandemic and how it did not have a large effect other than causing many people to pay off loans early. Our discussion turned to the economy and Bob explains that he sees a “screaming” economy for the rest of 2021 and 2022 depending on the reactions of the Federal Reserve.  He is not concerned about inflation because the economy is coming up to full capacity and discusses the factors that have prevented inflation in the past even through the massive money printing and how it expects those trends to continue. Bob explains why wages, oil and food have deflationary forces that are helping prevent inflation. Bob discusses how he changed his views on money and is now a believer in Modern Monetary Theory (MMT).  He mentioned that he is not concerned about government deficits because those have historically been reduced and eliminated by inflation. Bob ends the conversation talking about cryptocurrencies and why he prefers Ethereum to Bitcoin and other altcoins. He also discusses proof or work versus proof of stake. Podcast he recommends: Invest Like a Billionaire To get access Bob’s comprehensive 2021 Economic Forecast go to www.aspenfunds.us/resources.  Bob mentions the following book:This Time Is Different: Eight Centuries of Financial Folly To connect with Bob go to www.aspenfunds.us. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 15 Aug 2021 07:00:00 -0000 25. Note Investing and Economic Outlook with Bob Fraser full 25 PassivePockets, Jim Pfeifer, and Left Field Investors Bob Fraser is the Co-Founder &amp; Principal at Aspen Funds, a residential mortgage fund. He worked in tech and in the stock market before starting his notes investing fund eight years ago. In this episode, he talks about investing in notes, his outlook Bob Fraser is the Co-Founder & Principal at Aspen Funds, a residential mortgage fund. He worked in tech and in the stock market before starting his notes investing fund eight years ago.  In this episode, he talks about investing in notes, his outlook for the economy, why he is not concerned about inflation and ends with a discussion on Bitcoin and cryptocurrencies. Bob explains that buying notes is just buying mortgages on real estate. He talks about Aspen funds and how they focus on notes on single family homes. Bob discusses the difference between performing notes and non-performing notes. He explains that when they buy non-performing notes, they rehab the loans and once It’s performing again, they sell the paper. Bob talks about the note underwriting process and why they prefer second position mortgages when they are available.  He also discusses the market for re-performing loans and how they find the loans to buy. He then talks about the pandemic and how it did not have a large effect other than causing many people to pay off loans early. Our discussion turned to the economy and Bob explains that he sees a “screaming” economy for the rest of 2021 and 2022 depending on the reactions of the Federal Reserve.  He is not concerned about inflation because the economy is coming up to full capacity and discusses the factors that have prevented inflation in the past even through the massive money printing and how it expects those trends to continue. Bob explains why wages, oil and food have deflationary forces that are helping prevent inflation. Bob discusses how he changed his views on money and is now a believer in Modern Monetary Theory (MMT).  He mentioned that he is not concerned about government deficits because those have historically been reduced and eliminated by inflation. Bob ends the conversation talking about cryptocurrencies and why he prefers Ethereum to Bitcoin and other altcoins. He also discusses proof or work versus proof of stake. Podcast he recommends: Invest Like a Billionaire To get access Bob’s comprehensive 2021 Economic Forecast go to www.aspenfunds.us/resources.  Bob mentions the following book:This Time Is Different: Eight Centuries of Financial Folly To connect with Bob go to www.aspenfunds.us. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Bob Fraser is the Co-Founder & Principal at Aspen Funds, a residential mortgage fund. He worked in tech and in the stock market before starting his notes investing fund eight years ago.  In this episode, he talks about investing in notes, his outlook for the economy, why he is not concerned about inflation and ends with a discussion on Bitcoin and cryptocurrencies.

Bob explains that buying notes is just buying mortgages on real estate. He talks about Aspen funds and how they focus on notes on single family homes. Bob discusses the difference between performing notes and non-performing notes. He explains that when they buy non-performing notes, they rehab the loans and once It’s performing again, they sell the paper.

Bob talks about the note underwriting process and why they prefer second position mortgages when they are available.  He also discusses the market for re-performing loans and how they find the loans to buy. He then talks about the pandemic and how it did not have a large effect other than causing many people to pay off loans early.

Our discussion turned to the economy and Bob explains that he sees a “screaming” economy for the rest of 2021 and 2022 depending on the reactions of the Federal Reserve.  He is not concerned about inflation because the economy is coming up to full capacity and discusses the factors that have prevented inflation in the past even through the massive money printing and how it expects those trends to continue. Bob explains why wages, oil and food have deflationary forces that are helping prevent inflation.

Bob discusses how he changed his views on money and is now a believer in Modern Monetary Theory (MMT).  He mentioned that he is not concerned about government deficits because those have historically been reduced and eliminated by inflation.

Bob ends the conversation talking about cryptocurrencies and why he prefers Ethereum to Bitcoin and other altcoins. He also discusses proof or work versus proof of stake.

Podcast he recommends:

Invest Like a Billionaire


To get access Bob’s comprehensive 2021 Economic Forecast go to www.aspenfunds.us/resources.

 
Bob mentions the following book:
This Time Is Different: Eight Centuries of Financial Folly

To connect with Bob go to www.aspenfunds.us.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 3162 no 24. Buying Income Streams by Investing in Mobile Home Parks and Self-Storage with Paul Moore https://share.transistor.fm/s/658a9904 Paul Moore is the Founder & Managing Partner of Wellings Capital, a real estate private equity firm focused on mobile home parks and self-storage facilities.  He is an author, podcaster, a regular contributor to Bigger Pockets and an experienced real estate investor. In this episode, Paul talks about forcing appreciation, speculating versus investing, and some of the metrics he looks at for mobile home parks and self-storage facilities. Paul talks about forcing appreciation and compressing cap rates as reliable ways to increase the value of an investment.  He explains what a cap rate is and how it works when forcing appreciation. He describes commercial real estate investing as buying an income stream and working to increase the income. Paul talks about his decision to move from multifamily to self-storage and mobile home park investing because he saw there was significant undervalued opportunity in those asset classes.  He likes asset classes with mom-and-pop owners because a good operator can dramatically increase efficiencies. He estimates around 85% of mobile home parks and 50% of self-storage facilities are owned by mom-and-pop owners. Paul discusses how he diversifies by operator, asset class and market, as well as how he does due diligence and vets operators.  He also talks about the advantages and disadvantages of investing in funds. Paul talks about the difference between in investing and speculating – investing is when principal is safe with a chance to make a return.  Speculating is when principal is not safe and there is a chance to make a return.   Paul discusses some of the metrics he looks at when evaluating a deal.  For self-storage – he looks at the density of self-storage in an area, requires the property to be on a main road and visible from the road, and the average income for the area should be equal to average income near the facility.  For mobile homes – he only looks at parks in a town with 5000 or more people, within five miles of a Super Walmart, and no private water or sewer. Podcasts he recommends: The Real Estate Guys Radio Show Bigger Pockets  Bigger Pockets Business   Books mentioned on the show: Storing Up Profits: Capitalizing on America’s Obsession with STUFF by Investing in Self-Storage  The Hands-Off Investor  Paul mentions his work fighting against human trafficking, below are the educational resources he recommended: Nefarious  Exoduscry.com To connect with Paul go to wellingscapital.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 08 Aug 2021 07:00:00 -0000 24. Buying Income Streams by Investing in Mobile Home Parks and Self-Storage with Paul Moore full 24 PassivePockets, Jim Pfeifer, and Left Field Investors Paul Moore is the Founder &amp; Managing Partner of Wellings Capital, a real estate private equity firm focused on mobile home parks and self-storage facilities. He is an author, podcaster, a regular contributor to Bigger Pockets and an experienced real Paul Moore is the Founder & Managing Partner of Wellings Capital, a real estate private equity firm focused on mobile home parks and self-storage facilities.  He is an author, podcaster, a regular contributor to Bigger Pockets and an experienced real estate investor. In this episode, Paul talks about forcing appreciation, speculating versus investing, and some of the metrics he looks at for mobile home parks and self-storage facilities. Paul talks about forcing appreciation and compressing cap rates as reliable ways to increase the value of an investment.  He explains what a cap rate is and how it works when forcing appreciation. He describes commercial real estate investing as buying an income stream and working to increase the income. Paul talks about his decision to move from multifamily to self-storage and mobile home park investing because he saw there was significant undervalued opportunity in those asset classes.  He likes asset classes with mom-and-pop owners because a good operator can dramatically increase efficiencies. He estimates around 85% of mobile home parks and 50% of self-storage facilities are owned by mom-and-pop owners. Paul discusses how he diversifies by operator, asset class and market, as well as how he does due diligence and vets operators.  He also talks about the advantages and disadvantages of investing in funds. Paul talks about the difference between in investing and speculating – investing is when principal is safe with a chance to make a return.  Speculating is when principal is not safe and there is a chance to make a return.   Paul discusses some of the metrics he looks at when evaluating a deal.  For self-storage – he looks at the density of self-storage in an area, requires the property to be on a main road and visible from the road, and the average income for the area should be equal to average income near the facility.  For mobile homes – he only looks at parks in a town with 5000 or more people, within five miles of a Super Walmart, and no private water or sewer. Podcasts he recommends: The Real Estate Guys Radio Show Bigger Pockets  Bigger Pockets Business   Books mentioned on the show: Storing Up Profits: Capitalizing on America’s Obsession with STUFF by Investing in Self-Storage  The Hands-Off Investor  Paul mentions his work fighting against human trafficking, below are the educational resources he recommended: Nefarious  Exoduscry.com To connect with Paul go to wellingscapital.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Paul Moore is the Founder & Managing Partner of Wellings Capital, a real estate private equity firm focused on mobile home parks and self-storage facilities.  He is an author, podcaster, a regular contributor to Bigger Pockets and an experienced real estate investor. In this episode, Paul talks about forcing appreciation, speculating versus investing, and some of the metrics he looks at for mobile home parks and self-storage facilities.

Paul talks about forcing appreciation and compressing cap rates as reliable ways to increase the value of an investment.  He explains what a cap rate is and how it works when forcing appreciation. He describes commercial real estate investing as buying an income stream and working to increase the income.

Paul talks about his decision to move from multifamily to self-storage and mobile home park investing because he saw there was significant undervalued opportunity in those asset classes.  He likes asset classes with mom-and-pop owners because a good operator can dramatically increase efficiencies. He estimates around 85% of mobile home parks and 50% of self-storage facilities are owned by mom-and-pop owners.

Paul discusses how he diversifies by operator, asset class and market, as well as how he does due diligence and vets operators.  He also talks about the advantages and disadvantages of investing in funds.

Paul talks about the difference between in investing and speculating – investing is when principal is safe with a chance to make a return.  Speculating is when principal is not safe and there is a chance to make a return.  

Paul discusses some of the metrics he looks at when evaluating a deal.  For self-storage – he looks at the density of self-storage in an area, requires the property to be on a main road and visible from the road, and the average income for the area should be equal to average income near the facility.  For mobile homes – he only looks at parks in a town with 5000 or more people, within five miles of a Super Walmart, and no private water or sewer.

Podcasts he recommends:

The Real Estate Guys Radio Show

Bigger Pockets 

Bigger Pockets Business 

 
Books mentioned on the show:

Storing Up Profits: Capitalizing on America’s Obsession with STUFF by Investing in Self-Storage 

The Hands-Off Investor 

Paul mentions his work fighting against human trafficking, below are the educational resources he recommended:

Nefarious 

Exoduscry.com

To connect with Paul go to wellingscapital.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2625 no 23. Long Term Wealth-Building through Multifamily Syndications with Gino Barbaro https://share.transistor.fm/s/26eb1469 Gino Barbaro is one of the founders of Jake & Gino, LLC – a real estate education company.  He is a principal at Rand Partners, a multi-family syndication company and a certified professional coach as well as an author and podcast host. In this episode, Gino talks about the importance of mindset, how to evaluate a sponsor and some of the metrics he uses when evaluating a deal. Gino talks about the importance of educating yourself and having the right investing mindset – if you think you can do it, you can. He mentions he took life-coaching classes and it helped him understand you need to find your Why and your How will come. Gino talks about how he transitioned from buying multifamily assets without using outside money to building a brand and raising capital.  He discussed the importance of finding a sponsor you know, like and trust.  He also mentions that to vet a sponsor you need to do the work and evaluate their track record, their business model, their reputation and maybe even go visit them and see properties they own. Gino tells the story of the poor vetting he did when investing with a guy he calls Maserati Mike.  He also discusses the Howey Test and explains how that test applies to syndications. He goes on to say some of the metrics he thinks passive investors should evaluate when considering a multifamily syndication investment. Gino talks about how cashflow gets you out of a W2, but appreciation keeps you out. This is an important factor to consider when analyzing a sponsor and a deal. Gino is a reader rather than a listener, but below are the podcasts from the Jake & Gino Community: Wheelbarrow Profits    Movers & Shakers   Rand CRE Show    Multi-Family Zone  Books he recommends: Vivid Vision by Cameron Herold Seven Habits of Highly Effective People by Stephen Covey Mindset by Carol Zweck To connect with Gino, you can email him at gino@jakeandgino.com. To get a copy of Gino's e-book, How To Share the Benefits of Multifamily Investing to Create Financial Independence,  send him an email to gino@jakeandgino.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Sun, 01 Aug 2021 07:00:00 -0000 23. Long Term Wealth-Building through Multifamily Syndications with Gino Barbaro full 23 PassivePockets, Jim Pfeifer, and Left Field Investors Gino Barbaro is one of the founders of Jake &amp; Gino, LLC – a real estate education company. He is a principal at Rand Partners, a multi-family syndication company and a certified professional coach as well as an author and podcast host. In this episod Gino Barbaro is one of the founders of Jake & Gino, LLC – a real estate education company.  He is a principal at Rand Partners, a multi-family syndication company and a certified professional coach as well as an author and podcast host. In this episode, Gino talks about the importance of mindset, how to evaluate a sponsor and some of the metrics he uses when evaluating a deal. Gino talks about the importance of educating yourself and having the right investing mindset – if you think you can do it, you can. He mentions he took life-coaching classes and it helped him understand you need to find your Why and your How will come. Gino talks about how he transitioned from buying multifamily assets without using outside money to building a brand and raising capital.  He discussed the importance of finding a sponsor you know, like and trust.  He also mentions that to vet a sponsor you need to do the work and evaluate their track record, their business model, their reputation and maybe even go visit them and see properties they own. Gino tells the story of the poor vetting he did when investing with a guy he calls Maserati Mike.  He also discusses the Howey Test and explains how that test applies to syndications. He goes on to say some of the metrics he thinks passive investors should evaluate when considering a multifamily syndication investment. Gino talks about how cashflow gets you out of a W2, but appreciation keeps you out. This is an important factor to consider when analyzing a sponsor and a deal. Gino is a reader rather than a listener, but below are the podcasts from the Jake & Gino Community: Wheelbarrow Profits    Movers & Shakers   Rand CRE Show    Multi-Family Zone  Books he recommends: Vivid Vision by Cameron Herold Seven Habits of Highly Effective People by Stephen Covey Mindset by Carol Zweck To connect with Gino, you can email him at gino@jakeandgino.com. To get a copy of Gino's e-book, How To Share the Benefits of Multifamily Investing to Create Financial Independence,  send him an email to gino@jakeandgino.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Gino Barbaro is one of the founders of Jake & Gino, LLC – a real estate education company.  He is a principal at Rand Partners, a multi-family syndication company and a certified professional coach as well as an author and podcast host. In this episode, Gino talks about the importance of mindset, how to evaluate a sponsor and some of the metrics he uses when evaluating a deal.

Gino talks about the importance of educating yourself and having the right investing mindset – if you think you can do it, you can. He mentions he took life-coaching classes and it helped him understand you need to find your Why and your How will come.

Gino talks about how he transitioned from buying multifamily assets without using outside money to building a brand and raising capital.  He discussed the importance of finding a sponsor you know, like and trust.  He also mentions that to vet a sponsor you need to do the work and evaluate their track record, their business model, their reputation and maybe even go visit them and see properties they own.

Gino tells the story of the poor vetting he did when investing with a guy he calls Maserati Mike.  He also discusses the Howey Test and explains how that test applies to syndications. He goes on to say some of the metrics he thinks passive investors should evaluate when considering a multifamily syndication investment.

Gino talks about how cashflow gets you out of a W2, but appreciation keeps you out. This is an important factor to consider when analyzing a sponsor and a deal.

Gino is a reader rather than a listener, but below are the podcasts from the Jake & Gino Community:
Wheelbarrow Profits   

Movers & Shakers  

Rand CRE Show   

Multi-Family Zone 

Books he recommends:

Vivid Vision by Cameron Herold

Seven Habits of Highly Effective People by Stephen Covey

Mindset by Carol Zweck

To connect with Gino, you can email him at gino@jakeandgino.com.

To get a copy of Gino's e-book, How To Share the Benefits of Multifamily Investing to Create Financial Independence,  send him an email to gino@jakeandgino.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

]]> 2871 no 22. Forcing Equity Instead of "Buy & Hope" with Buck Joffrey https://share.transistor.fm/s/2fdae410 Buck Joffrey is a surgeon turned real estate professional with nearly $1 billion in real estate transactions including $400M in current real estate assets under management.  He is also a financial educator focused on alternative assets.  He runs a fantastic Community called the Wealth Formula Network and is host of the Wealth Formula Podcast as well. In this episode, Buck talks about the keys to forcing equity, investing in multifamily, self-storage and ATMs, and how to vet a sponsor. Buck talks about how good students usually stay on the career path rather than become entrepreneurs and he was on that track until he discovered Cash Flow Quadrant by Robert Kiyosaki. That book helped him realize he wanted to be an entrepreneur and he followed that path which led him to real estate. Buck discusses that the focus of his multifamily investing is not to “buy and hope”, rather to buy and force equity by increasing net operating income.  He mentions that the math is simple, but you need a great operator to make it actually happen. He talks about Western Wealth Capital and their strategy to force equity and they prefer properties that are significantly underperforming which gives them plenty of room to force appreciation and provides velocity of money for investors. Buck talks about self-storage and how the strategy of forcing equity applies there too – he mentions buying underperforming “mom & pop” properties that haven’t kept rent up or have space to build more units to add value to these businesses.  He also mentions that it is sometimes easier to increase rents because the rents are lower in dollar terms than multifamily. Buck discusses ATM’s and why they are a good investment, but not a replacement for real estate investing.  The cash flow and returns are good, but the bonus depreciation is what makes the ATM investment really attractive. He also discusses using life insurance cash value or a HELOC to amplify the returns from ATM investments. Buck talks about how to vet a sponsor and investing with sponsors that you know, like and trust who have a legitimate track records. He also talks about bridge debt and in what situations he would use it. Podcasts he recommends: Wealth Formula Podcast  Lex Fridman Podcast The Portal  The Wealthabilty Show  Purple Insider  To connect with Buck go to wealthformula.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 25 Jul 2021 07:00:00 -0000 22. Forcing Equity Instead of "Buy & Hope" with Buck Joffrey full 22 PassivePockets, Jim Pfeifer, and Left Field Investors Buck Joffrey is a surgeon turned real estate professional with nearly $1 billion in real estate transactions including $400M in current real estate assets under management. He is also a financial educator focused on alternative assets. He runs a fantast Buck Joffrey is a surgeon turned real estate professional with nearly $1 billion in real estate transactions including $400M in current real estate assets under management.  He is also a financial educator focused on alternative assets.  He runs a fantastic Community called the Wealth Formula Network and is host of the Wealth Formula Podcast as well. In this episode, Buck talks about the keys to forcing equity, investing in multifamily, self-storage and ATMs, and how to vet a sponsor. Buck talks about how good students usually stay on the career path rather than become entrepreneurs and he was on that track until he discovered Cash Flow Quadrant by Robert Kiyosaki. That book helped him realize he wanted to be an entrepreneur and he followed that path which led him to real estate. Buck discusses that the focus of his multifamily investing is not to “buy and hope”, rather to buy and force equity by increasing net operating income.  He mentions that the math is simple, but you need a great operator to make it actually happen. He talks about Western Wealth Capital and their strategy to force equity and they prefer properties that are significantly underperforming which gives them plenty of room to force appreciation and provides velocity of money for investors. Buck talks about self-storage and how the strategy of forcing equity applies there too – he mentions buying underperforming “mom & pop” properties that haven’t kept rent up or have space to build more units to add value to these businesses.  He also mentions that it is sometimes easier to increase rents because the rents are lower in dollar terms than multifamily. Buck discusses ATM’s and why they are a good investment, but not a replacement for real estate investing.  The cash flow and returns are good, but the bonus depreciation is what makes the ATM investment really attractive. He also discusses using life insurance cash value or a HELOC to amplify the returns from ATM investments. Buck talks about how to vet a sponsor and investing with sponsors that you know, like and trust who have a legitimate track records. He also talks about bridge debt and in what situations he would use it. Podcasts he recommends: Wealth Formula Podcast  Lex Fridman Podcast The Portal  The Wealthabilty Show  Purple Insider  To connect with Buck go to wealthformula.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.    Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Buck Joffrey is a surgeon turned real estate professional with nearly $1 billion in real estate transactions including $400M in current real estate assets under management.  He is also a financial educator focused on alternative assets.  He runs a fantastic Community called the Wealth Formula Network and is host of the Wealth Formula Podcast as well. In this episode, Buck talks about the keys to forcing equity, investing in multifamily, self-storage and ATMs, and how to vet a sponsor.

Buck talks about how good students usually stay on the career path rather than become entrepreneurs and he was on that track until he discovered Cash Flow Quadrant by Robert Kiyosaki. That book helped him realize he wanted to be an entrepreneur and he followed that path which led him to real estate.

Buck discusses that the focus of his multifamily investing is not to “buy and hope”, rather to buy and force equity by increasing net operating income.  He mentions that the math is simple, but you need a great operator to make it actually happen. He talks about Western Wealth Capital and their strategy to force equity and they prefer properties that are significantly underperforming which gives them plenty of room to force appreciation and provides velocity of money for investors.

Buck talks about self-storage and how the strategy of forcing equity applies there too – he mentions buying underperforming “mom & pop” properties that haven’t kept rent up or have space to build more units to add value to these businesses.  He also mentions that it is sometimes easier to increase rents because the rents are lower in dollar terms than multifamily.

Buck discusses ATM’s and why they are a good investment, but not a replacement for real estate investing.  The cash flow and returns are good, but the bonus depreciation is what makes the ATM investment really attractive. He also discusses using life insurance cash value or a HELOC to amplify the returns from ATM investments.

Buck talks about how to vet a sponsor and investing with sponsors that you know, like and trust who have a legitimate track records. He also talks about bridge debt and in what situations he would use it.

Podcasts he recommends:

Wealth Formula Podcast 

Lex Fridman Podcast

The Portal 

The Wealthabilty Show 

Purple Insider 


To connect with Buck go to wealthformula.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  


]]> 2725 no 21. The Economy, Inflation, A Sow’s Ear and Real Estate with Eric Sussman https://share.transistor.fm/s/8ba34efa Eric is a Founding Partner of Clear Capital, LLC and an Adjunct Professor with UCLA’s Anderson Graduate School of Management. He is the host of Focus on Facts Podcast and was a guest at the May 24th Left Field Investors monthly meeting.  In this episode, Eric talks about sourcing deals, abundance of liquidity in almost all markets, inflation now and in the future, wealth inequality and how all of these things effect real estate. Eric discusses how he got his start in real estate investing in various asset classes until he got into multifamily apartments, where he has focused his efforts for the past 20 years. Eric talks about the abundance of liquidity right now in almost all markets, not just real estate. He mentions that one of the biggest challenges is sourcing deals in the current market – and that they have to evaluate a lot of deals before they find one that works.  Eric discusses inflation and how it is a popular topic right now. He thinks inflation will be around for a year or two because of Covid causing supply chain issues combined strong demand. Longer term there are multiple trends that point to deflation. Eric talks about the Three A’s - Amazon, Automation and AI (Artificial Intelligence) that are increasing productivity and lowering costs. He discusses how these affect multifamily real estate. He discusses housing shortages and difficulties in building affordable workforce housing and introduces the Three H’s – The Haves, Have-Nots and the Homeless. Eric is concerned about the effect of wealth inequality on the economy moving forward – he thinks it’s the single greatest systemic risk to our country.  Eric talks about bridge debt and interest rates caps as a way to control expenses if interest rates rise and how to evaluate a sponsor.  He mentions the most important metric in multifamily investing – loss to lease and its Importance in evaluating a deal. Podcasts he recommends: Focus on Facts Passive Investing from Left Field   Publication he recommends: The Economist To connect with Eric go to www.clearcapllc.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 18 Jul 2021 19:00:00 -0000 21. The Economy, Inflation, A Sow’s Ear and Real Estate with Eric Sussman full 21 PassivePockets, Jim Pfeifer, and Left Field Investors Eric Sussman is a Founding Partner of Clear Capital, LLC and an Adjunct Professor with UCLA’s Anderson Graduate School of Management. He is the host of Focus on Facts Podcast and was a guest at the May 24th Left Field Investors monthly meeting. In this e Eric is a Founding Partner of Clear Capital, LLC and an Adjunct Professor with UCLA’s Anderson Graduate School of Management. He is the host of Focus on Facts Podcast and was a guest at the May 24th Left Field Investors monthly meeting.  In this episode, Eric talks about sourcing deals, abundance of liquidity in almost all markets, inflation now and in the future, wealth inequality and how all of these things effect real estate. Eric discusses how he got his start in real estate investing in various asset classes until he got into multifamily apartments, where he has focused his efforts for the past 20 years. Eric talks about the abundance of liquidity right now in almost all markets, not just real estate. He mentions that one of the biggest challenges is sourcing deals in the current market – and that they have to evaluate a lot of deals before they find one that works.  Eric discusses inflation and how it is a popular topic right now. He thinks inflation will be around for a year or two because of Covid causing supply chain issues combined strong demand. Longer term there are multiple trends that point to deflation. Eric talks about the Three A’s - Amazon, Automation and AI (Artificial Intelligence) that are increasing productivity and lowering costs. He discusses how these affect multifamily real estate. He discusses housing shortages and difficulties in building affordable workforce housing and introduces the Three H’s – The Haves, Have-Nots and the Homeless. Eric is concerned about the effect of wealth inequality on the economy moving forward – he thinks it’s the single greatest systemic risk to our country.  Eric talks about bridge debt and interest rates caps as a way to control expenses if interest rates rise and how to evaluate a sponsor.  He mentions the most important metric in multifamily investing – loss to lease and its Importance in evaluating a deal. Podcasts he recommends: Focus on Facts Passive Investing from Left Field   Publication he recommends: The Economist To connect with Eric go to www.clearcapllc.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Eric is a Founding Partner of Clear Capital, LLC and an Adjunct Professor with UCLA’s Anderson Graduate School of Management. He is the host of Focus on Facts Podcast and was a guest at the May 24th Left Field Investors monthly meeting.  In this episode, Eric talks about sourcing deals, abundance of liquidity in almost all markets, inflation now and in the future, wealth inequality and how all of these things effect real estate.

Eric discusses how he got his start in real estate investing in various asset classes until he got into multifamily apartments, where he has focused his efforts for the past 20 years.

Eric talks about the abundance of liquidity right now in almost all markets, not just real estate. He mentions that one of the biggest challenges is sourcing deals in the current market – and that they have to evaluate a lot of deals before they find one that works. 

Eric discusses inflation and how it is a popular topic right now. He thinks inflation will be around for a year or two because of Covid causing supply chain issues combined strong demand. Longer term there are multiple trends that point to deflation.

Eric talks about the Three A’s - Amazon, Automation and AI (Artificial Intelligence) that are increasing productivity and lowering costs. He discusses how these affect multifamily real estate. He discusses housing shortages and difficulties in building affordable workforce housing and introduces the Three H’s – The Haves, Have-Nots and the Homeless.

Eric is concerned about the effect of wealth inequality on the economy moving forward – he thinks it’s the single greatest systemic risk to our country. 

Eric talks about bridge debt and interest rates caps as a way to control expenses if interest rates rise and how to evaluate a sponsor.  He mentions the most important metric in multifamily investing – loss to lease and its Importance in evaluating a deal.

Podcasts he recommends:

Focus on Facts

Passive Investing from Left Field

 

Publication he recommends:

The Economist

To connect with Eric go to www.clearcapllc.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2851 no 20. Analyzing Deal Metrics & Unique Asset Classes with Left Field Investors Founder, Steve Suh https://share.transistor.fm/s/b3406936 Steve Suh is one of the Founders of Left Field Investors.  He is an ophthalmologist and the host of the Healthy Eyes 101 Podcast.  Steve has invested in a broad range of passive syndications including multifamily and self-storage as well as some more unique assets like underperforming resorts, coffee farms and a Broadway show.  In this episode, Steve talks about how he got started in real estate and syndications, what metrics are important to him when analyzing a deal and some of the unique asset classes he invests in. Steve talks about his first syndication in an oil and gas well that didn’t work out.  He then got into turnkey investing but had multiple property managers for one property and it was not passive enough for him. After he had a loan called through the due on sale clause, he decided that active investing was not for him and he made the change to passive syndications beginning with an investment in Puerto Rico. Steve discusses the seminars he went to and how they helped him confirm that investing passively was his future.  From there, he went on to invest in multifamily, self-storage, underperforming resorts, a wellness resort, coffee farm, ATM’s, a Broadway show and more.  Steve talks about his desire to invest in interesting investments as a way to keep himself motivated and involved. Steve talks about the LFI Deal Analyzer and how it helps him evaluate the risk in a syndication.  Some of his favorite metrics are debt service coverage ratio, break even occupancy, rent growth, and exit cap rate.  He also dives deep into IRR and IRR Partitioning - what it is and why it is important in analyzing a deal. Steve also discusses investing in a Broadway show and how it’s been a good performer for him and an enjoyable investment to follow and how he expects the show to bounce back after the pandemic shut down Broadway. Steve ends with his podcast recommendations and an inspiring take on investing and the quest to build wealth. Podcasts he recommends: The Real Estate Guys Radio Show   How I Built This with Guy Raz    The Happiness Lab   To connect with Steve you can email him at steve@leftfieldinvestors.com.  If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Sun, 11 Jul 2021 07:00:00 -0000 20. Analyzing Deal Metrics & Unique Asset Classes with Left Field Investors Founder, Steve Suh full 20 PassivePockets, Jim Pfeifer, and Left Field Investors Steve Suh is one of the Founders of Left Field Investors. He is an ophthalmologist and the host of the Healthy Eyes 101 Podcast. Steve has invested in a broad range of passive syndications including multifamily and self-storage as well as some more uniq Steve Suh is one of the Founders of Left Field Investors.  He is an ophthalmologist and the host of the Healthy Eyes 101 Podcast.  Steve has invested in a broad range of passive syndications including multifamily and self-storage as well as some more unique assets like underperforming resorts, coffee farms and a Broadway show.  In this episode, Steve talks about how he got started in real estate and syndications, what metrics are important to him when analyzing a deal and some of the unique asset classes he invests in. Steve talks about his first syndication in an oil and gas well that didn’t work out.  He then got into turnkey investing but had multiple property managers for one property and it was not passive enough for him. After he had a loan called through the due on sale clause, he decided that active investing was not for him and he made the change to passive syndications beginning with an investment in Puerto Rico. Steve discusses the seminars he went to and how they helped him confirm that investing passively was his future.  From there, he went on to invest in multifamily, self-storage, underperforming resorts, a wellness resort, coffee farm, ATM’s, a Broadway show and more.  Steve talks about his desire to invest in interesting investments as a way to keep himself motivated and involved. Steve talks about the LFI Deal Analyzer and how it helps him evaluate the risk in a syndication.  Some of his favorite metrics are debt service coverage ratio, break even occupancy, rent growth, and exit cap rate.  He also dives deep into IRR and IRR Partitioning - what it is and why it is important in analyzing a deal. Steve also discusses investing in a Broadway show and how it’s been a good performer for him and an enjoyable investment to follow and how he expects the show to bounce back after the pandemic shut down Broadway. Steve ends with his podcast recommendations and an inspiring take on investing and the quest to build wealth. Podcasts he recommends: The Real Estate Guys Radio Show   How I Built This with Guy Raz    The Happiness Lab   To connect with Steve you can email him at steve@leftfieldinvestors.com.  If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.  Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.     Steve Suh is one of the Founders of Left Field Investors.  He is an ophthalmologist and the host of the Healthy Eyes 101 Podcast.  Steve has invested in a broad range of passive syndications including multifamily and self-storage as well as some more unique assets like underperforming resorts, coffee farms and a Broadway show.  In this episode, Steve talks about how he got started in real estate and syndications, what metrics are important to him when analyzing a deal and some of the unique asset classes he invests in.

Steve talks about his first syndication in an oil and gas well that didn’t work out.  He then got into turnkey investing but had multiple property managers for one property and it was not passive enough for him. After he had a loan called through the due on sale clause, he decided that active investing was not for him and he made the change to passive syndications beginning with an investment in Puerto Rico.

Steve discusses the seminars he went to and how they helped him confirm that investing passively was his future.  From there, he went on to invest in multifamily, self-storage, underperforming resorts, a wellness resort, coffee farm, ATM’s, a Broadway show and more.  Steve talks about his desire to invest in interesting investments as a way to keep himself motivated and involved.

Steve talks about the LFI Deal Analyzer and how it helps him evaluate the risk in a syndication.  Some of his favorite metrics are debt service coverage ratio, break even occupancy, rent growth, and exit cap rate.  He also dives deep into IRR and IRR Partitioning - what it is and why it is important in analyzing a deal.

Steve also discusses investing in a Broadway show and how it’s been a good performer for him and an enjoyable investment to follow and how he expects the show to bounce back after the pandemic shut down Broadway.

Steve ends with his podcast recommendations and an inspiring take on investing and the quest to build wealth.

Podcasts he recommends:

The Real Estate Guys Radio Show  

How I Built This with Guy Raz   

The Happiness Lab 

 
To connect with Steve you can email him at steve@leftfieldinvestors.com. 

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. 

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

 

]]> 3296 no 19. Private Money Lending with Alex Breshears https://share.transistor.fm/s/4fbe6113 Alex Breshears is a private money lender, syndication investor, community builder, military spouse and much more. She started a private lending company, Infinite Road Investments, funding first and second position loans on residential property and runs a Facebook Group called Private Lending Lessons. She is also the Fund Investor Relations Manager for Mission First Capital – a company dedicated to providing real estate investment opportunities to active duty and veteran military personnel. In this episode, Alex talks about her journey into private lending and the group she started to help others become private lenders and passive investors. Alex discusses some of the mistakes new investors make in not analyzing their desired lifestyle and current skillset which makes it difficult to find investments that match their desires and skills.  She also talks about how networking led her to private lending and has continued to help her along the way.  Alex mentions that early in her career she saw that borrowers have to always pay the mortgage lenders and realized being in the private lending business was a great way to create passive income.  She used her skills to create the lifestyle desired as she knew she wanted to be in real estate, but she did not want to be a landlord or a flipper. Alex describes the difference between private lending and hard money lending. Private lending is borrowing capital directly from the person in control of the funds and making the decisions and hard money is usually backed by a financial institution with strict guidelines and policies when making loans. She also talks about how private lending is very relationship focused and most lenders work in only one or two markets that are familiar to them. Alex talks about the need to find an attorney who knows private lending and she talks about the typical terms and rates used by private lenders. Alex discusses her desire to get more women involved in syndication and private lending and helping the reduce the obstacles women face financially that sometimes inhibits their ability to become passive investors. Alex talks about her work with Mission First Capital which is a investment fund operated by military veterans that allows investors to access syndications with a minimum investment amount of $5000. Podcasts Alex recommends: Cash Flow Ninja Capital Hacking Multifamily Real Estate Experiment Podcast To connect with Alex, go to Private Lending Lessons on Facebook or contact her on LinkedIn or at Mission First Capital. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 04 Jul 2021 07:00:00 -0000 19. Private Money Lending with Alex Breshears full 19 PassivePockets, Jim Pfeifer, and Left Field Investors Alex Breshears is a private money lender, syndication investor, community builder, military spouse and much more. She started a private lending company, Infinite Road Investments, funding first and second position loans on residential property and runs a Alex Breshears is a private money lender, syndication investor, community builder, military spouse and much more. She started a private lending company, Infinite Road Investments, funding first and second position loans on residential property and runs a Facebook Group called Private Lending Lessons. She is also the Fund Investor Relations Manager for Mission First Capital – a company dedicated to providing real estate investment opportunities to active duty and veteran military personnel. In this episode, Alex talks about her journey into private lending and the group she started to help others become private lenders and passive investors. Alex discusses some of the mistakes new investors make in not analyzing their desired lifestyle and current skillset which makes it difficult to find investments that match their desires and skills.  She also talks about how networking led her to private lending and has continued to help her along the way.  Alex mentions that early in her career she saw that borrowers have to always pay the mortgage lenders and realized being in the private lending business was a great way to create passive income.  She used her skills to create the lifestyle desired as she knew she wanted to be in real estate, but she did not want to be a landlord or a flipper. Alex describes the difference between private lending and hard money lending. Private lending is borrowing capital directly from the person in control of the funds and making the decisions and hard money is usually backed by a financial institution with strict guidelines and policies when making loans. She also talks about how private lending is very relationship focused and most lenders work in only one or two markets that are familiar to them. Alex talks about the need to find an attorney who knows private lending and she talks about the typical terms and rates used by private lenders. Alex discusses her desire to get more women involved in syndication and private lending and helping the reduce the obstacles women face financially that sometimes inhibits their ability to become passive investors. Alex talks about her work with Mission First Capital which is a investment fund operated by military veterans that allows investors to access syndications with a minimum investment amount of $5000. Podcasts Alex recommends: Cash Flow Ninja Capital Hacking Multifamily Real Estate Experiment Podcast To connect with Alex, go to Private Lending Lessons on Facebook or contact her on LinkedIn or at Mission First Capital. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Alex Breshears is a private money lender, syndication investor, community builder, military spouse and much more. She started a private lending company, Infinite Road Investments, funding first and second position loans on residential property and runs a Facebook Group called Private Lending Lessons. She is also the Fund Investor Relations Manager for Mission First Capital – a company dedicated to providing real estate investment opportunities to active duty and veteran military personnel. In this episode, Alex talks about her journey into private lending and the group she started to help others become private lenders and passive investors.

Alex discusses some of the mistakes new investors make in not analyzing their desired lifestyle and current skillset which makes it difficult to find investments that match their desires and skills.  She also talks about how networking led her to private lending and has continued to help her along the way.

 
Alex mentions that early in her career she saw that borrowers have to always pay the mortgage lenders and realized being in the private lending business was a great way to create passive income.  She used her skills to create the lifestyle desired as she knew she wanted to be in real estate, but she did not want to be a landlord or a flipper.

Alex describes the difference between private lending and hard money lending. Private lending is borrowing capital directly from the person in control of the funds and making the decisions and hard money is usually backed by a financial institution with strict guidelines and policies when making loans. She also talks about how private lending is very relationship focused and most lenders work in only one or two markets that are familiar to them.

Alex talks about the need to find an attorney who knows private lending and she talks about the typical terms and rates used by private lenders.

Alex discusses her desire to get more women involved in syndication and private lending and helping the reduce the obstacles women face financially that sometimes inhibits their ability to become passive investors.

Alex talks about her work with Mission First Capital which is a investment fund operated by military veterans that allows investors to access syndications with a minimum investment amount of $5000.

Podcasts Alex recommends:

Cash Flow Ninja

Capital Hacking

Multifamily Real Estate Experiment Podcast


To connect with Alex, go to Private Lending Lessons on Facebook or contact her on LinkedIn or at Mission First Capital.


If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 3506 no 18. Alternative Investing with The Prolific Investor, Chris Odegard https://share.transistor.fm/s/61b8c72f Chris Odegard is The Prolific Investor.  Chris worked in corporate America for over 30 years before going full time in alternative investments.  His goal to help improve the financial lives of Americans one blog article at a time through his Prolific Investor blog.  In this episode, Chris talks about how alternative investments allowed him to recover quickly from a massive “illiquidity event”, his Hierarchy of Investors and how alternative investments outperform traditional investments. Chris talks about how he was a conventional investor most of his life until he found real estate and passive investing.  He mentions that his goal is to help people achieve financial freedom so that work is a choice, rather than a necessity. Chris likes multifamily apartments right now because of the undersupply of affordable housing.  He also recommends that everyone swing for the fences in asymmetric return bets with small percentage of your portfolio. He mentioned Palm Beach Research for help in finding some of these potential opportunities. Chris talks about some of the tax law changes for disregarded entities and how those entities are treated and the importance of a quality tax advisor. Chris discusses his Hierarchy of Investors and the importance of insurability and leverage in his investment philosophy.  He compares actual stock market returns to the returns from alternative investment including the tax benefits that really make a difference.  He includes an example of alternative investments compared to a 401k for young investors and explains how leverage and tax treatment of alternative investments can vastly outperform a 401k even with an employer match. Click these links to get access to the Hierarchy of Investments and the 401k vs SFH Rental resources from The Prolific Investor website. Podcast Chris Recommends:Real Estate Guys Radio Show Rich Dad Radio Show The WealthAbility Show Passive Investing from Left Field To connect with Chris go to theprolificinvestor.net to schedule a 30 minute virtual coffee. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 27 Jun 2021 07:00:00 -0000 18. Alternative Investing with The Prolific Investor, Chris Odegard full 18 PassivePockets, Jim Pfeifer, and Left Field Investors Chris Odegard is The Prolific Investor. Chris worked in corporate America for over 30 years before going full time in alternative investments. His goal to help improve the financial lives of Americans one blog article at a time through his Prolific Inve Chris Odegard is The Prolific Investor.  Chris worked in corporate America for over 30 years before going full time in alternative investments.  His goal to help improve the financial lives of Americans one blog article at a time through his Prolific Investor blog.  In this episode, Chris talks about how alternative investments allowed him to recover quickly from a massive “illiquidity event”, his Hierarchy of Investors and how alternative investments outperform traditional investments. Chris talks about how he was a conventional investor most of his life until he found real estate and passive investing.  He mentions that his goal is to help people achieve financial freedom so that work is a choice, rather than a necessity. Chris likes multifamily apartments right now because of the undersupply of affordable housing.  He also recommends that everyone swing for the fences in asymmetric return bets with small percentage of your portfolio. He mentioned Palm Beach Research for help in finding some of these potential opportunities. Chris talks about some of the tax law changes for disregarded entities and how those entities are treated and the importance of a quality tax advisor. Chris discusses his Hierarchy of Investors and the importance of insurability and leverage in his investment philosophy.  He compares actual stock market returns to the returns from alternative investment including the tax benefits that really make a difference.  He includes an example of alternative investments compared to a 401k for young investors and explains how leverage and tax treatment of alternative investments can vastly outperform a 401k even with an employer match. Click these links to get access to the Hierarchy of Investments and the 401k vs SFH Rental resources from The Prolific Investor website. Podcast Chris Recommends:Real Estate Guys Radio Show Rich Dad Radio Show The WealthAbility Show Passive Investing from Left Field To connect with Chris go to theprolificinvestor.net to schedule a 30 minute virtual coffee. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Chris Odegard is The Prolific Investor.  Chris worked in corporate America for over 30 years before going full time in alternative investments.  His goal to help improve the financial lives of Americans one blog article at a time through his Prolific Investor blog.  In this episode, Chris talks about how alternative investments allowed him to recover quickly from a massive “illiquidity event”, his Hierarchy of Investors and how alternative investments outperform traditional investments.

Chris talks about how he was a conventional investor most of his life until he found real estate and passive investing.  He mentions that his goal is to help people achieve financial freedom so that work is a choice, rather than a necessity.

Chris likes multifamily apartments right now because of the undersupply of affordable housing.  He also recommends that everyone swing for the fences in asymmetric return bets with small percentage of your portfolio. He mentioned Palm Beach Research for help in finding some of these potential opportunities.

Chris talks about some of the tax law changes for disregarded entities and how those entities are treated and the importance of a quality tax advisor.

Chris discusses his Hierarchy of Investors and the importance of insurability and leverage in his investment philosophy.  He compares actual stock market returns to the returns from alternative investment including the tax benefits that really make a difference.  He includes an example of alternative investments compared to a 401k for young investors and explains how leverage and tax treatment of alternative investments can vastly outperform a 401k even with an employer match. Click these links to get access to the Hierarchy of Investments and the 401k vs SFH Rental resources from The Prolific Investor website.

Podcast Chris Recommends:
Real Estate Guys Radio Show

Rich Dad Radio Show

The WealthAbility Show

Passive Investing from Left Field

To connect with Chris go to theprolificinvestor.net to schedule a 30 minute virtual coffee.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2781 no 17. Ditching the W-2 to go Full Time Into Real Estate with Paul Shannon https://share.transistor.fm/s/f0f6b1b1 Paul Shannon is a real estate entrepreneur specializing in the acquisition of value-add, single-family homes and apartment buildings with a focus on conservative underwriting and cash flow. He is the Principal and Owner of Redhawk Real Estate focusing on providing high quality, affordable rental properties to Central and Southern Indiana communities, while providing stable and predictable long-term income to his investors. He is also a passive investor and a member of the Infielders Community of Left Field Investors and has written several blog posts for our group. In this episode, Paul talks about ditching the W-2 to go full time in real estate, overcoming the 4% rule for retirement savings through active and passive real estate investing, and how relationships and networking have helped his business. Paul talks about how he realized the 4% rule wouldn’t work for early retirement which led him to look past traditional investments and into “alternative” investments such as real estate. He also discusses the self-limiting doubt of the possibility of losing his entire investment if he put money into real estate and how he had to overcome that in order to change his strategy and get more into “Left Field”. Paul discusses the notion that with real estate – passive or active – one major advantage is that if you aren’t forced to sell, you can wait for the market to come back while you continue to collect cash flow during the down market. Paul mentions when you start, the first deal is always the hardest to get into – it gets easier from there.  He also talks about quitting his W-2 before he had replacement income and how the first active deal gave him the confidence to make the change even though the deal didn’t work out exactly as he planned. Paul talks about relationships and networking and how his network helped with some of his decisions, including what markets to invest in and how important it is to find quality partners and how your partners are often the most important part of a deal. Paul discusses his decision to invest passively for diversification of markets, but also to learn as an LP to experience how to be a GP in the future. Podcast Paul recommends: Old Capital Podcast To connect with Paul go to www.redhawkinvesting.com or you can find him on LinkedIn. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 20 Jun 2021 07:00:00 -0000 17. Ditching the W-2 to go Full Time Into Real Estate with Paul Shannon full 17 PassivePockets, Jim Pfeifer, and Left Field Investors Paul Shannon is a real estate entrepreneur specializing in the acquisition of value-add, single-family homes and apartment buildings with a focus on conservative underwriting and cash flow. He is the Principal and Owner of Redhawk Real Estate focusing on Paul Shannon is a real estate entrepreneur specializing in the acquisition of value-add, single-family homes and apartment buildings with a focus on conservative underwriting and cash flow. He is the Principal and Owner of Redhawk Real Estate focusing on providing high quality, affordable rental properties to Central and Southern Indiana communities, while providing stable and predictable long-term income to his investors. He is also a passive investor and a member of the Infielders Community of Left Field Investors and has written several blog posts for our group. In this episode, Paul talks about ditching the W-2 to go full time in real estate, overcoming the 4% rule for retirement savings through active and passive real estate investing, and how relationships and networking have helped his business. Paul talks about how he realized the 4% rule wouldn’t work for early retirement which led him to look past traditional investments and into “alternative” investments such as real estate. He also discusses the self-limiting doubt of the possibility of losing his entire investment if he put money into real estate and how he had to overcome that in order to change his strategy and get more into “Left Field”. Paul discusses the notion that with real estate – passive or active – one major advantage is that if you aren’t forced to sell, you can wait for the market to come back while you continue to collect cash flow during the down market. Paul mentions when you start, the first deal is always the hardest to get into – it gets easier from there.  He also talks about quitting his W-2 before he had replacement income and how the first active deal gave him the confidence to make the change even though the deal didn’t work out exactly as he planned. Paul talks about relationships and networking and how his network helped with some of his decisions, including what markets to invest in and how important it is to find quality partners and how your partners are often the most important part of a deal. Paul discusses his decision to invest passively for diversification of markets, but also to learn as an LP to experience how to be a GP in the future. Podcast Paul recommends: Old Capital Podcast To connect with Paul go to www.redhawkinvesting.com or you can find him on LinkedIn. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Paul Shannon is a real estate entrepreneur specializing in the acquisition of value-add, single-family homes and apartment buildings with a focus on conservative underwriting and cash flow. He is the Principal and Owner of Redhawk Real Estate focusing on providing high quality, affordable rental properties to Central and Southern Indiana communities, while providing stable and predictable long-term income to his investors. He is also a passive investor and a member of the Infielders Community of Left Field Investors and has written several blog posts for our group. In this episode, Paul talks about ditching the W-2 to go full time in real estate, overcoming the 4% rule for retirement savings through active and passive real estate investing, and how relationships and networking have helped his business.

Paul talks about how he realized the 4% rule wouldn’t work for early retirement which led him to look past traditional investments and into “alternative” investments such as real estate. He also discusses the self-limiting doubt of the possibility of losing his entire investment if he put money into real estate and how he had to overcome that in order to change his strategy and get more into “Left Field”.

Paul discusses the notion that with real estate – passive or active – one major advantage is that if you aren’t forced to sell, you can wait for the market to come back while you continue to collect cash flow during the down market.

Paul mentions when you start, the first deal is always the hardest to get into – it gets easier from there.  He also talks about quitting his W-2 before he had replacement income and how the first active deal gave him the confidence to make the change even though the deal didn’t work out exactly as he planned.

Paul talks about relationships and networking and how his network helped with some of his decisions, including what markets to invest in and how important it is to find quality partners and how your partners are often the most important part of a deal.

Paul discusses his decision to invest passively for diversification of markets, but also to learn as an LP to experience how to be a GP in the future.

Podcast Paul recommends:

Old Capital Podcast


To connect with Paul go to www.redhawkinvesting.com or you can find him on LinkedIn.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2645 no 16. Group Investing Simplified through Tribevest with Founder, Travis Smith https://share.transistor.fm/s/71133c12 Travis Smith is the Founder & CEO of Tribevest, a platform to launch an investor entity, pool capital, and experience wealth-building with friends, family, and people you trust. In this episode, Travis talks about why he started Tribevest and how the platform helps group invest together while solving for lack of capital, experience and community. Travis discusses how group investing gets you into more deals which helps with portfolio diversification. He also talks about some of the challenges of group investing and how Tribevest assists tribes in overcoming those challenges through the Same Page report and helping establish rules of the road early in the process. Travis mentions how a platform such as Tribevest opens passive syndication investment to more people – not just the “country club” set.  The platform can help both who have money but no time as well as those who don’t have the capital but want to learn together. Travis talks about how technology has changed the “stranger means danger” to allow strangers to interact – whether that’s through platforms like Aribnb, Uber or Tribevest.  He also discusses the benefits of pooling resources such as capital, experience and Community. Podcasts Travis recommends: Wealth Formula Podcast The Tim Ferriss Show You can connect with Travis at www.tribevest.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 13 Jun 2021 07:00:00 -0000 16. Group Investing Simplified through Tribevest with Founder, Travis Smith full 16 PassivePockets, Jim Pfeifer, and Left Field Investors Travis Smith is the Founder &amp; CEO of Tribevest, a platform to launch an investor entity, pool capital, and experience wealth-building with friends, family, and people you trust. In this episode, Travis talks about why he started Tribevest and how the Travis Smith is the Founder & CEO of Tribevest, a platform to launch an investor entity, pool capital, and experience wealth-building with friends, family, and people you trust. In this episode, Travis talks about why he started Tribevest and how the platform helps group invest together while solving for lack of capital, experience and community. Travis discusses how group investing gets you into more deals which helps with portfolio diversification. He also talks about some of the challenges of group investing and how Tribevest assists tribes in overcoming those challenges through the Same Page report and helping establish rules of the road early in the process. Travis mentions how a platform such as Tribevest opens passive syndication investment to more people – not just the “country club” set.  The platform can help both who have money but no time as well as those who don’t have the capital but want to learn together. Travis talks about how technology has changed the “stranger means danger” to allow strangers to interact – whether that’s through platforms like Aribnb, Uber or Tribevest.  He also discusses the benefits of pooling resources such as capital, experience and Community. Podcasts Travis recommends: Wealth Formula Podcast The Tim Ferriss Show You can connect with Travis at www.tribevest.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Travis Smith is the Founder & CEO of Tribevest, a platform to launch an investor entity, pool capital, and experience wealth-building with friends, family, and people you trust. In this episode, Travis talks about why he started Tribevest and how the platform helps group invest together while solving for lack of capital, experience and community.

Travis discusses how group investing gets you into more deals which helps with portfolio diversification. He also talks about some of the challenges of group investing and how Tribevest assists tribes in overcoming those challenges through the Same Page report and helping establish rules of the road early in the process.

Travis mentions how a platform such as Tribevest opens passive syndication investment to more people – not just the “country club” set.  The platform can help both who have money but no time as well as those who don’t have the capital but want to learn together.

Travis talks about how technology has changed the “stranger means danger” to allow strangers to interact – whether that’s through platforms like Aribnb, Uber or Tribevest.  He also discusses the benefits of pooling resources such as capital, experience and Community.

Podcasts Travis recommends:

Wealth Formula Podcast

The Tim Ferriss Show

You can connect with Travis at www.tribevest.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2377 no 15. Low Supply & High Demand Make Mobile Home Parks Attractive to Investors with David Shirkey https://share.transistor.fm/s/2b6963a6 David Shirkey is an investor focused on operating companies in the manufacturing space, mobile home parks, high cash value life insurance and more!  He is also the leader of the Michigan Investor Group, a community dedicated to sharing investment knowledge and experience with others. In this episode, David talks about the high demand and low supply for affordable housing like mobile home parks, how networking has helped his investing and the importance of vetting the sponsor and being patient before making a second investment with a syndicator. David talks about the high demand and limited supply for affordable housing in the US and new zoning for mobile home parks is very difficult. He sees this as an opportunity for mobile home park investors. He also discusses how networking has led to him to multiple opportunities for his business including connecting him to a mobile home park operator who became his partner in a mobile home park fund. David also talks about vetting a sponsor. He begins by talking to people in his network to see if anyone has experience with the new sponsors, then he makes an appointment to talk with the sponsor, asks for track record and often goes to meet the sponsors in person. He also asks similar questions in different ways to see if the story stays consistent. He also usually does some research on LLC’s, GP’s and partners and sometimes does background checks. Although it is difficult to wait, David tries to wait one year after investing with a new sponsor before investing again or recommending him to his network.  This way he can get a good idea of the sponsor’s reporting, procedures and returns before he commits more capital to a new deal.  David also mentioned the importance of investing with full-time sponsors and to be sure you are investing with operators rather than just marketers. David also discusses using high cash value life insurance to invest in syndications. He uses the cash in his policies as an emergency fund first and opportunity fund second.  David mentions some of the metrics to look for when evaluating mobile home park opportunities. Podcasts David recommends: Wealth Formula Podcast The All-In Podcast To connect with David, you can email him at dshirkey@orbitform.com or visit the website for the Michigan Investor group at www.michiganinvestorgroup.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 06 Jun 2021 07:00:00 -0000 15. Low Supply & High Demand Make Mobile Home Parks Attractive to Investors with David Shirkey full 15 PassivePockets, Jim Pfeifer, and Left Field Investors David Shirkey is an investor focused on operating companies in the manufacturing space, mobile home parks, high cash value life insurance and more! He is also the leader of the Michigan Investor Group, a community dedicated to sharing investment knowledg David Shirkey is an investor focused on operating companies in the manufacturing space, mobile home parks, high cash value life insurance and more!  He is also the leader of the Michigan Investor Group, a community dedicated to sharing investment knowledge and experience with others. In this episode, David talks about the high demand and low supply for affordable housing like mobile home parks, how networking has helped his investing and the importance of vetting the sponsor and being patient before making a second investment with a syndicator. David talks about the high demand and limited supply for affordable housing in the US and new zoning for mobile home parks is very difficult. He sees this as an opportunity for mobile home park investors. He also discusses how networking has led to him to multiple opportunities for his business including connecting him to a mobile home park operator who became his partner in a mobile home park fund. David also talks about vetting a sponsor. He begins by talking to people in his network to see if anyone has experience with the new sponsors, then he makes an appointment to talk with the sponsor, asks for track record and often goes to meet the sponsors in person. He also asks similar questions in different ways to see if the story stays consistent. He also usually does some research on LLC’s, GP’s and partners and sometimes does background checks. Although it is difficult to wait, David tries to wait one year after investing with a new sponsor before investing again or recommending him to his network.  This way he can get a good idea of the sponsor’s reporting, procedures and returns before he commits more capital to a new deal.  David also mentioned the importance of investing with full-time sponsors and to be sure you are investing with operators rather than just marketers. David also discusses using high cash value life insurance to invest in syndications. He uses the cash in his policies as an emergency fund first and opportunity fund second.  David mentions some of the metrics to look for when evaluating mobile home park opportunities. Podcasts David recommends: Wealth Formula Podcast The All-In Podcast To connect with David, you can email him at dshirkey@orbitform.com or visit the website for the Michigan Investor group at www.michiganinvestorgroup.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   David Shirkey is an investor focused on operating companies in the manufacturing space, mobile home parks, high cash value life insurance and more!  He is also the leader of the Michigan Investor Group, a community dedicated to sharing investment knowledge and experience with others. In this episode, David talks about the high demand and low supply for affordable housing like mobile home parks, how networking has helped his investing and the importance of vetting the sponsor and being patient before making a second investment with a syndicator.

David talks about the high demand and limited supply for affordable housing in the US and new zoning for mobile home parks is very difficult. He sees this as an opportunity for mobile home park investors. He also discusses how networking has led to him to multiple opportunities for his business including connecting him to a mobile home park operator who became his partner in a mobile home park fund.

David also talks about vetting a sponsor. He begins by talking to people in his network to see if anyone has experience with the new sponsors, then he makes an appointment to talk with the sponsor, asks for track record and often goes to meet the sponsors in person. He also asks similar questions in different ways to see if the story stays consistent. He also usually does some research on LLC’s, GP’s and partners and sometimes does background checks.

Although it is difficult to wait, David tries to wait one year after investing with a new sponsor before investing again or recommending him to his network.  This way he can get a good idea of the sponsor’s reporting, procedures and returns before he commits more capital to a new deal.  David also mentioned the importance of investing with full-time sponsors and to be sure you are investing with operators rather than just marketers.

David also discusses using high cash value life insurance to invest in syndications. He uses the cash in his policies as an emergency fund first and opportunity fund second.  David mentions some of the metrics to look for when evaluating mobile home park opportunities.

Podcasts David recommends:

Wealth Formula Podcast

The All-In Podcast

To connect with David, you can email him at dshirkey@orbitform.com or visit the website for the Michigan Investor group at www.michiganinvestorgroup.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2972 no 14. Investing for Appreciation, Cash Flow or Both with Kenny Wolfe https://share.transistor.fm/s/9b8d3258 Kenny Wolfe is the President of Wolfe Investments and has been investing in multifamily since 2010. He currently owns over $250M of commercial real estate with 4500 units in Texas, Louisiana, Oklahoma and Ohio. He also owns commercial retail properties in three states and some ground up development as well. In this episode, Kenny talks about alignment of interest between the syndicator and the investor, investing in downtown metro areas and investing for cash flow, appreciation or both. Kenny discusses how he bought into two passive deals to learn the ropes in order to be a syndicator and the benefits of using networking to find sponsors and to get started. Kenny talks about structuring his deals for the long term by aligning interests with his investors by eliminating acquisition and disposition fees and not paying a preferred return.  He also mentions how bringing property management in house has given him better control over managing the assets. Kenny discusses the three different types of assets he investing in: 1. Development focusing on appreciation2. Existing multi-family properties focusing on cash flow and appreciation and 3. Commercial triple net leases focused on cash flow. He also has recognized that because of the pandemic, there are great deals to be had in downtown metro areas and has purchased multi-family properties and conversions in downtown Cleveland, Dallas and Atlanta.  Podcast Kenny recommends: Old Capital Podcast To connect with Kenny, go to Wolfe Investments or visit him on Youtube. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 30 May 2021 07:00:00 -0000 14. Investing for Appreciation, Cash Flow or Both with Kenny Wolfe full 14 PassivePockets, Jim Pfeifer, and Left Field Investors Kenny Wolfe is the President of Wolfe Investments and has been investing in multifamily since 2010. He currently owns over $250M of commercial real estate with 4500 units in Texas, Louisiana, Oklahoma and Ohio. He also owns commercial retail properties in Kenny Wolfe is the President of Wolfe Investments and has been investing in multifamily since 2010. He currently owns over $250M of commercial real estate with 4500 units in Texas, Louisiana, Oklahoma and Ohio. He also owns commercial retail properties in three states and some ground up development as well. In this episode, Kenny talks about alignment of interest between the syndicator and the investor, investing in downtown metro areas and investing for cash flow, appreciation or both. Kenny discusses how he bought into two passive deals to learn the ropes in order to be a syndicator and the benefits of using networking to find sponsors and to get started. Kenny talks about structuring his deals for the long term by aligning interests with his investors by eliminating acquisition and disposition fees and not paying a preferred return.  He also mentions how bringing property management in house has given him better control over managing the assets. Kenny discusses the three different types of assets he investing in: 1. Development focusing on appreciation2. Existing multi-family properties focusing on cash flow and appreciation and 3. Commercial triple net leases focused on cash flow. He also has recognized that because of the pandemic, there are great deals to be had in downtown metro areas and has purchased multi-family properties and conversions in downtown Cleveland, Dallas and Atlanta.  Podcast Kenny recommends: Old Capital Podcast To connect with Kenny, go to Wolfe Investments or visit him on Youtube. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Kenny Wolfe is the President of Wolfe Investments and has been investing in multifamily since 2010. He currently owns over $250M of commercial real estate with 4500 units in Texas, Louisiana, Oklahoma and Ohio. He also owns commercial retail properties in three states and some ground up development as well. In this episode, Kenny talks about alignment of interest between the syndicator and the investor, investing in downtown metro areas and investing for cash flow, appreciation or both.

Kenny discusses how he bought into two passive deals to learn the ropes in order to be a syndicator and the benefits of using networking to find sponsors and to get started.

Kenny talks about structuring his deals for the long term by aligning interests with his investors by eliminating acquisition and disposition fees and not paying a preferred return.  He also mentions how bringing property management in house has given him better control over managing the assets.

Kenny discusses the three different types of assets he investing in: 
1. Development focusing on appreciation
2. Existing multi-family properties focusing on cash flow and appreciation and 
3. Commercial triple net leases focused on cash flow. 
He also has recognized that because of the pandemic, there are great deals to be had in downtown metro areas and has purchased multi-family properties and conversions in downtown Cleveland, Dallas and Atlanta. 

Podcast Kenny recommends:

Old Capital Podcast

To connect with Kenny, go to Wolfe Investments or visit him on Youtube.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2296 no 13. From Accidental Landlord to Passive Investor with Ryan Stieg https://share.transistor.fm/s/720bfba7 Ryan Stieg is a passive investor and a Co-Founder of Left Field.  He owns a portfolio of 1-3 unit properties in five different markets and more than 20 syndication investments in notes, mobile homes, life settlements, crypto, self-storage,  multi-family and more. In this episode, Ryan talks about how he realized single family homes are great investments, but difficult to scale which led him to develop a network to help him get into real estate syndications. Ryan talks about using mentors and networks to help validate his investing style and decisions and how being part of a Community has helped him become a better investor.  He realized that he can offset some of his weaknesses with the strengths of those in his network in the same way that he can share his strengths to help others. Ryan discusses the five different types of return he can get from active investing: cash flow, loan paydown, taxes, appreciation and the inflation erosion of debt. Ryan and I also talk about Tribevest and why we started a Tribe together as a way to diversify into different syndicators, markets and assets.  Ryan mentions that belonging to a Tribe and a Community has helped him find new deals and new sponsors and made him a better passive investor. Ryan talks about how accumulation of assets is less important than increasing the number of income streams – he accumulates assets that produce cash flow as a way of producing sustainable wealth.  He also discusses the importance of finding sponsors you know like, and who have a positive track record and systems in place to ensure their success is repeatable. Podcasts Ryan recommends:The Wealth Formula Podcast with Buck JoffreyReal Estate News for Investors with Kathy FettkeThe Brendon Show Click this link to connect with Ryan on LinkedIn. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 23 May 2021 07:00:00 -0000 13. From Accidental Landlord to Passive Investor with Ryan Stieg full 13 PassivePockets, Jim Pfeifer, and Left Field Investors Ryan Stieg is a passive investor and a Co-Founder of Left Field Investors. He owns a portfolio of 1-3 unit properties in five different markets and more than 20 syndication investments in notes, mobile homes, life settlements, cryptocurrency, self-storag Ryan Stieg is a passive investor and a Co-Founder of Left Field.  He owns a portfolio of 1-3 unit properties in five different markets and more than 20 syndication investments in notes, mobile homes, life settlements, crypto, self-storage,  multi-family and more. In this episode, Ryan talks about how he realized single family homes are great investments, but difficult to scale which led him to develop a network to help him get into real estate syndications. Ryan talks about using mentors and networks to help validate his investing style and decisions and how being part of a Community has helped him become a better investor.  He realized that he can offset some of his weaknesses with the strengths of those in his network in the same way that he can share his strengths to help others. Ryan discusses the five different types of return he can get from active investing: cash flow, loan paydown, taxes, appreciation and the inflation erosion of debt. Ryan and I also talk about Tribevest and why we started a Tribe together as a way to diversify into different syndicators, markets and assets.  Ryan mentions that belonging to a Tribe and a Community has helped him find new deals and new sponsors and made him a better passive investor. Ryan talks about how accumulation of assets is less important than increasing the number of income streams – he accumulates assets that produce cash flow as a way of producing sustainable wealth.  He also discusses the importance of finding sponsors you know like, and who have a positive track record and systems in place to ensure their success is repeatable. Podcasts Ryan recommends:The Wealth Formula Podcast with Buck JoffreyReal Estate News for Investors with Kathy FettkeThe Brendon Show Click this link to connect with Ryan on LinkedIn. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Ryan Stieg is a passive investor and a Co-Founder of Left Field.  He owns a portfolio of 1-3 unit properties in five different markets and more than 20 syndication investments in notes, mobile homes, life settlements, crypto, self-storage,  multi-family and more. In this episode, Ryan talks about how he realized single family homes are great investments, but difficult to scale which led him to develop a network to help him get into real estate syndications.

Ryan talks about using mentors and networks to help validate his investing style and decisions and how being part of a Community has helped him become a better investor.  He realized that he can offset some of his weaknesses with the strengths of those in his network in the same way that he can share his strengths to help others.

Ryan discusses the five different types of return he can get from active investing: cash flow, loan paydown, taxes, appreciation and the inflation erosion of debt.

Ryan and I also talk about Tribevest and why we started a Tribe together as a way to diversify into different syndicators, markets and assets.  Ryan mentions that belonging to a Tribe and a Community has helped him find new deals and new sponsors and made him a better passive investor.

Ryan talks about how accumulation of assets is less important than increasing the number of income streams – he accumulates assets that produce cash flow as a way of producing sustainable wealth.  He also discusses the importance of finding sponsors you know like, and who have a positive track record and systems in place to ensure their success is repeatable.

Podcasts Ryan recommends:
The Wealth Formula Podcast with Buck Joffrey
Real Estate News for Investors with Kathy Fettke
The Brendon Show

Click this link to connect with Ryan on LinkedIn.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2712 no 12. Multifamily and Self-Storage Investing with Dan Handford https://share.transistor.fm/s/a3386ed6 Dan Handford is the Managing Partner of PassiveInvesting.com. Dan is a business owner involved in specialty medical clinics, anatomical model sales, and chiropractic supply companies who got into real estate syndication to help take advantage of the tax advantages to real estate investors.  His company has a multifamily real estate portfolio of over 2700 doors worth $380M and is currently closing on their first self-storage deal.  In this episode, Dan talks about how to pick a sponsor, debunks the myth about tenants moving to different property types in a recession, investments with multiple share classes and his move into self-storage. Dan discusses the importance of delegation when managing his businesses and how crucial that was when he made the decision to become a real estate investor and syndicator.  He also mentions how hiring a mentor enabled him to feel comfortable with his first few passive investments.  Dan is still investing passively with 38 passive investments with 14 operators. To find new sponsors, he recommends getting on as many lists as possible to see the content and deal flow from sponsors which will make it clear to you which ones stand above the others. Dan talks about picking sponsors with a background in business and why that is important. He also discusses how in a recession tenants don’t really end up moving from Class A down to Class B or C assets, they generally move from A+ to A or B to B-, so the assets to avoid are mostly the A+ assets because there is no one to move down to those properties. Dan discusses the two different share classes that many sponsors are offering now and that it is becoming more common because of market tightening. The Class A shares are more like preferred equity with higher preferred return, but no upside - while Class B shares benefit from the upside at sale which is magnified because the Class A shares do not participate in the proceeds from sale. Dan mentions that they have moved into self-storage as a new asset class and that this was part of the plan from the start of their business. He has experience from investing in self-storage on the passive side, but he also hired a team of experienced operators to help find, buy and manage the assets. His team see self-storage cap rates are compressing as they are in multifamily, but self-storage has more room to run as the cap rates are currently higher than multifamily. Dan also talks about his Debt Fund which operates as a hard money lender to rehabbers and flippers and pays a 6% return. Dan mentions an article on his website titled, The Red Flags of Apartment Investing which can be read by clicking on the link. Podcasts Dan recommends:Mulitfamily Investor NationStorage Investor Nation Dan also shares his favorite book on passive investing: Best Ever Apartment Syndication Book To connect with Dan, go to www.passiveinvesting.com and join the Passive Investing Club. You can also find him on LinkedIn through Linkwithdan.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 16 May 2021 07:00:00 -0000 12. Multifamily and Self-Storage Investing with Dan Handford full 12 PassivePockets, Jim Pfeifer, and Left Field Investors Dan Handford is the Managing Partner of PassiveInvesting.com. Dan is a business owner involved in specialty medical clinics, anatomical model sales, and chiropractic supply companies who got into real estate syndication to help take advantage of the tax a Dan Handford is the Managing Partner of PassiveInvesting.com. Dan is a business owner involved in specialty medical clinics, anatomical model sales, and chiropractic supply companies who got into real estate syndication to help take advantage of the tax advantages to real estate investors.  His company has a multifamily real estate portfolio of over 2700 doors worth $380M and is currently closing on their first self-storage deal.  In this episode, Dan talks about how to pick a sponsor, debunks the myth about tenants moving to different property types in a recession, investments with multiple share classes and his move into self-storage. Dan discusses the importance of delegation when managing his businesses and how crucial that was when he made the decision to become a real estate investor and syndicator.  He also mentions how hiring a mentor enabled him to feel comfortable with his first few passive investments.  Dan is still investing passively with 38 passive investments with 14 operators. To find new sponsors, he recommends getting on as many lists as possible to see the content and deal flow from sponsors which will make it clear to you which ones stand above the others. Dan talks about picking sponsors with a background in business and why that is important. He also discusses how in a recession tenants don’t really end up moving from Class A down to Class B or C assets, they generally move from A+ to A or B to B-, so the assets to avoid are mostly the A+ assets because there is no one to move down to those properties. Dan discusses the two different share classes that many sponsors are offering now and that it is becoming more common because of market tightening. The Class A shares are more like preferred equity with higher preferred return, but no upside - while Class B shares benefit from the upside at sale which is magnified because the Class A shares do not participate in the proceeds from sale. Dan mentions that they have moved into self-storage as a new asset class and that this was part of the plan from the start of their business. He has experience from investing in self-storage on the passive side, but he also hired a team of experienced operators to help find, buy and manage the assets. His team see self-storage cap rates are compressing as they are in multifamily, but self-storage has more room to run as the cap rates are currently higher than multifamily. Dan also talks about his Debt Fund which operates as a hard money lender to rehabbers and flippers and pays a 6% return. Dan mentions an article on his website titled, The Red Flags of Apartment Investing which can be read by clicking on the link. Podcasts Dan recommends:Mulitfamily Investor NationStorage Investor Nation Dan also shares his favorite book on passive investing: Best Ever Apartment Syndication Book To connect with Dan, go to www.passiveinvesting.com and join the Passive Investing Club. You can also find him on LinkedIn through Linkwithdan.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Dan Handford is the Managing Partner of PassiveInvesting.com. Dan is a business owner involved in specialty medical clinics, anatomical model sales, and chiropractic supply companies who got into real estate syndication to help take advantage of the tax advantages to real estate investors.  His company has a multifamily real estate portfolio of over 2700 doors worth $380M and is currently closing on their first self-storage deal.  In this episode, Dan talks about how to pick a sponsor, debunks the myth about tenants moving to different property types in a recession, investments with multiple share classes and his move into self-storage.

Dan discusses the importance of delegation when managing his businesses and how crucial that was when he made the decision to become a real estate investor and syndicator.  He also mentions how hiring a mentor enabled him to feel comfortable with his first few passive investments.  Dan is still investing passively with 38 passive investments with 14 operators. To find new sponsors, he recommends getting on as many lists as possible to see the content and deal flow from sponsors which will make it clear to you which ones stand above the others.

Dan talks about picking sponsors with a background in business and why that is important. He also discusses how in a recession tenants don’t really end up moving from Class A down to Class B or C assets, they generally move from A+ to A or B to B-, so the assets to avoid are mostly the A+ assets because there is no one to move down to those properties.

Dan discusses the two different share classes that many sponsors are offering now and that it is becoming more common because of market tightening. The Class A shares are more like preferred equity with higher preferred return, but no upside - while Class B shares benefit from the upside at sale which is magnified because the Class A shares do not participate in the proceeds from sale.

Dan mentions that they have moved into self-storage as a new asset class and that this was part of the plan from the start of their business. He has experience from investing in self-storage on the passive side, but he also hired a team of experienced operators to help find, buy and manage the assets. His team see self-storage cap rates are compressing as they are in multifamily, but self-storage has more room to run as the cap rates are currently higher than multifamily. Dan also talks about his Debt Fund which operates as a hard money lender to rehabbers and flippers and pays a 6% return.

Dan mentions an article on his website titled, The Red Flags of Apartment Investing which can be read by clicking on the link.

Podcasts Dan recommends:
Mulitfamily Investor Nation
Storage Investor Nation

Dan also shares his favorite book on passive investing: Best Ever Apartment Syndication Book

To connect with Dan, go to www.passiveinvesting.com and join the Passive Investing Club. You can also find him on LinkedIn through Linkwithdan.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 3208 no 11. Understanding the Growth Story to Succeed in Multifamily Investing with Josh Satin https://share.transistor.fm/s/6c7c0b44 Josh Satin is the Director of Acquisitions at Gelt, Inc.  He is an experienced multifamily and mobile home investor involved in the acquisition of over 3300 units valued at over $300 million.  He is a former Major League Baseball player for the NY Mets and Cincinnati Reds and started his investing journey while still playing baseball by working with a mentor who exposed him to passive syndication investing.  In this episode, Josh talks about the importance of an experienced sponsor, understanding the expenses and knowing the story behind the markets you invest in. Josh talks about looking at various different industries and jobs after he retired from baseball and how he kept looking until he found his passion in multifamily investing. He mentions that he had a trusted mentor that helped him begin in the business and helped develop his interest in real estate while he was still playing baseball. Josh discusses how location is essential when selecting investments, but it’s more than just job and wage growth. The investor needs to look at the story as to why that location is experiencing growth and understand how sustainable and widespread those growth metrics are. He talks about using a rent-controlled market as a positive as it keeps competitors away and you can find success if you understand and work within the regulations in the market. Josh talks about the importance of finding the right sponsor and how critical that is to the success of the passive investor. He mentions how important it is to understand the proforma expenses that sponsors use for their financial projections. He also cautions that many sponsors underestimate the costs to operate the property which can lead to real problems if rent growth comes in under expectations. Podcast Josh recommends:Cash Flow Connections with Hunter ThompsonJomboy Media To connect with Josh, go to josh@geltinc.om or go to www.geltinc.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 09 May 2021 07:00:00 -0000 11. Understanding the Growth Story to Succeed in Multifamily Investing with Josh Satin full 11 PassivePockets, Jim Pfeifer, and Left Field Investors Josh Satin is the Director of Acquisitions at Gelt, Inc. He is an experienced multifamily and mobile home investor involved in the acquisition of over 3300 units valued at over $300 million. He is a former Major League Baseball player for the NY Mets an Josh Satin is the Director of Acquisitions at Gelt, Inc.  He is an experienced multifamily and mobile home investor involved in the acquisition of over 3300 units valued at over $300 million.  He is a former Major League Baseball player for the NY Mets and Cincinnati Reds and started his investing journey while still playing baseball by working with a mentor who exposed him to passive syndication investing.  In this episode, Josh talks about the importance of an experienced sponsor, understanding the expenses and knowing the story behind the markets you invest in. Josh talks about looking at various different industries and jobs after he retired from baseball and how he kept looking until he found his passion in multifamily investing. He mentions that he had a trusted mentor that helped him begin in the business and helped develop his interest in real estate while he was still playing baseball. Josh discusses how location is essential when selecting investments, but it’s more than just job and wage growth. The investor needs to look at the story as to why that location is experiencing growth and understand how sustainable and widespread those growth metrics are. He talks about using a rent-controlled market as a positive as it keeps competitors away and you can find success if you understand and work within the regulations in the market. Josh talks about the importance of finding the right sponsor and how critical that is to the success of the passive investor. He mentions how important it is to understand the proforma expenses that sponsors use for their financial projections. He also cautions that many sponsors underestimate the costs to operate the property which can lead to real problems if rent growth comes in under expectations. Podcast Josh recommends:Cash Flow Connections with Hunter ThompsonJomboy Media To connect with Josh, go to josh@geltinc.om or go to www.geltinc.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Josh Satin is the Director of Acquisitions at Gelt, Inc.  He is an experienced multifamily and mobile home investor involved in the acquisition of over 3300 units valued at over $300 million.  He is a former Major League Baseball player for the NY Mets and Cincinnati Reds and started his investing journey while still playing baseball by working with a mentor who exposed him to passive syndication investing.  In this episode, Josh talks about the importance of an experienced sponsor, understanding the expenses and knowing the story behind the markets you invest in.

Josh talks about looking at various different industries and jobs after he retired from baseball and how he kept looking until he found his passion in multifamily investing. He mentions that he had a trusted mentor that helped him begin in the business and helped develop his interest in real estate while he was still playing baseball.

Josh discusses how location is essential when selecting investments, but it’s more than just job and wage growth. The investor needs to look at the story as to why that location is experiencing growth and understand how sustainable and widespread those growth metrics are. He talks about using a rent-controlled market as a positive as it keeps competitors away and you can find success if you understand and work within the regulations in the market.

Josh talks about the importance of finding the right sponsor and how critical that is to the success of the passive investor. He mentions how important it is to understand the proforma expenses that sponsors use for their financial projections. He also cautions that many sponsors underestimate the costs to operate the property which can lead to real problems if rent growth comes in under expectations.

Podcast Josh recommends:
Cash Flow Connections with Hunter Thompson
Jomboy Media

To connect with Josh, go to josh@geltinc.om or go to www.geltinc.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2524 no 10. Success with Mobile Homes in a Regulated Market with Jeff Cook https://share.transistor.fm/s/9ff13e7e Jeff Cook is the CEO of Cook Properties, a family owned and operated company that invests in commercial, retail, office, self-storage and mobile home parks.  He began his real estate investing with single family homes in 1997 and bought his first mobile home park in 2008.   In this episode, Jeff talks about the importance of focusing on what you are good at – which for his group is mobile home parks located in New York. Jeff discusses his transition from buying single and small multi-family homes to transitioning to more commercial assets.  He mentions the challenge of trying to do a 1031 exchange when selling his initial portfolio of homes but having it fail due to timing.  He now prefers not to sell, rather to return capital to investors through refinancing his properties. Jeff talks about investing in NY and how to be successful in a business climate that most regional and national operators avoid. He had to adjust the mobile park business to deal with rent control but it hasn’t negatively affected the business as they understand the market and the regulations. This allows him to run a successful business by focusing on the asset classes and markets they are experts in. Jeff discusses some important mobile home metrics he evaluates when looking for properties and what passive investors should focus on when evaluating a deal. He also talks about other asset classes they are currently operating in and why they are looking to sell most of those assets and continue concentrating on mobile home parks. He also mentions the current mobile home park fund for which they are raising capital until May 15th. Podcasts Jeff recommends:Passive Investing From Left FieldThe Mobile Home Park Expert PodcastPassive Mobile Home Park Investing To connect with Jeff, go to www.cookpropertiesny.com or send him an email at jcookproperties@gmail.com or call or text 585-233-4699. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 02 May 2021 07:00:00 -0000 10. Success with Mobile Homes in a Regulated Market with Jeff Cook full 10 PassivePockets, Jim Pfeifer, and Left Field Investors Jeff Cook is the CEO of Cook Properties, a family owned and operated company that invests in commercial, retail, office, self-storage and mobile home parks. He began his real estate investing with single family homes in 1997 and bought his first mobile h Jeff Cook is the CEO of Cook Properties, a family owned and operated company that invests in commercial, retail, office, self-storage and mobile home parks.  He began his real estate investing with single family homes in 1997 and bought his first mobile home park in 2008.   In this episode, Jeff talks about the importance of focusing on what you are good at – which for his group is mobile home parks located in New York. Jeff discusses his transition from buying single and small multi-family homes to transitioning to more commercial assets.  He mentions the challenge of trying to do a 1031 exchange when selling his initial portfolio of homes but having it fail due to timing.  He now prefers not to sell, rather to return capital to investors through refinancing his properties. Jeff talks about investing in NY and how to be successful in a business climate that most regional and national operators avoid. He had to adjust the mobile park business to deal with rent control but it hasn’t negatively affected the business as they understand the market and the regulations. This allows him to run a successful business by focusing on the asset classes and markets they are experts in. Jeff discusses some important mobile home metrics he evaluates when looking for properties and what passive investors should focus on when evaluating a deal. He also talks about other asset classes they are currently operating in and why they are looking to sell most of those assets and continue concentrating on mobile home parks. He also mentions the current mobile home park fund for which they are raising capital until May 15th. Podcasts Jeff recommends:Passive Investing From Left FieldThe Mobile Home Park Expert PodcastPassive Mobile Home Park Investing To connect with Jeff, go to www.cookpropertiesny.com or send him an email at jcookproperties@gmail.com or call or text 585-233-4699. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Jeff Cook is the CEO of Cook Properties, a family owned and operated company that invests in commercial, retail, office, self-storage and mobile home parks.  He began his real estate investing with single family homes in 1997 and bought his first mobile home park in 2008.   In this episode, Jeff talks about the importance of focusing on what you are good at – which for his group is mobile home parks located in New York.

Jeff discusses his transition from buying single and small multi-family homes to transitioning to more commercial assets.  He mentions the challenge of trying to do a 1031 exchange when selling his initial portfolio of homes but having it fail due to timing.  He now prefers not to sell, rather to return capital to investors through refinancing his properties.

Jeff talks about investing in NY and how to be successful in a business climate that most regional and national operators avoid. He had to adjust the mobile park business to deal with rent control but it hasn’t negatively affected the business as they understand the market and the regulations. This allows him to run a successful business by focusing on the asset classes and markets they are experts in.

Jeff discusses some important mobile home metrics he evaluates when looking for properties and what passive investors should focus on when evaluating a deal. He also talks about other asset classes they are currently operating in and why they are looking to sell most of those assets and continue concentrating on mobile home parks. He also mentions the current mobile home park fund for which they are raising capital until May 15th.

Podcasts Jeff recommends:
Passive Investing From Left Field
The Mobile Home Park Expert Podcast
Passive Mobile Home Park Investing

To connect with Jeff, go to www.cookpropertiesny.com or send him an email at jcookproperties@gmail.com or call or text 585-233-4699.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2476 no 9. Using a Community to Help You Take the Next Step Into Syndications with Cherry Chen https://share.transistor.fm/s/6e1dd991 Cherry Chen is a full time internal medicine physician.  She is the founder of The Real Estate Physician – a community of physician investors focused on working toward financial independence. In this episode, Cherry talks about the importance of networking when passively investing and how her community helps investors become informed, vet sponsors and find deals. Cherry started her community to share with other doctors what she learned about syndications and to create a platform to share what she would have liked to have known when she started. Her goal is to create a space where doctors can invest safely and with confidence. Cherry discusses that her first objective with new community members is to help them get informed – through podcasts, books, blogs and introductory calls with her new people in her network. Her second objective is helping her community know who to trust and how to determine if a deal is a good deal worth funding. Cherry mentions the importance of making sure that the passive investments you make match your philosophy and fit in your portfolio. She discusses that there are no secrets or shortcuts to vetting a sponsor, you need to talk with them and develop a relationship of Know, Like and Trust. Cherry talks about how to pick a market and that she prefers stabilized value add properties. She mentions that her favorite markets are those with population growth and corporate headquarters moving to the city. She talks about the importance of doing your homework and not jumping into an opportunity without doing proper due diligence. Podcasts Cherry recommends: Bigger Pockets Best Ever with Joe Fairless The Real Estate Guys Old Capital Podcast To connect with Cherry go to www.therealestatephysician.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 25 Apr 2021 07:00:00 -0000 9. Using a Community to Help You Take the Next Step Into Syndications with Cherry Chen full 9 PassivePockets, Jim Pfeifer, and Left Field Investors Cherry Chen is a full-time internal medicine physician. She is the founder of The Real Estate Physician – a community of physician investors focused on working toward financial independence. In this episode, Cherry talks about the importance of networkin Cherry Chen is a full time internal medicine physician.  She is the founder of The Real Estate Physician – a community of physician investors focused on working toward financial independence. In this episode, Cherry talks about the importance of networking when passively investing and how her community helps investors become informed, vet sponsors and find deals. Cherry started her community to share with other doctors what she learned about syndications and to create a platform to share what she would have liked to have known when she started. Her goal is to create a space where doctors can invest safely and with confidence. Cherry discusses that her first objective with new community members is to help them get informed – through podcasts, books, blogs and introductory calls with her new people in her network. Her second objective is helping her community know who to trust and how to determine if a deal is a good deal worth funding. Cherry mentions the importance of making sure that the passive investments you make match your philosophy and fit in your portfolio. She discusses that there are no secrets or shortcuts to vetting a sponsor, you need to talk with them and develop a relationship of Know, Like and Trust. Cherry talks about how to pick a market and that she prefers stabilized value add properties. She mentions that her favorite markets are those with population growth and corporate headquarters moving to the city. She talks about the importance of doing your homework and not jumping into an opportunity without doing proper due diligence. Podcasts Cherry recommends: Bigger Pockets Best Ever with Joe Fairless The Real Estate Guys Old Capital Podcast To connect with Cherry go to www.therealestatephysician.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Cherry Chen is a full time internal medicine physician.  She is the founder of The Real Estate Physician – a community of physician investors focused on working toward financial independence. In this episode, Cherry talks about the importance of networking when passively investing and how her community helps investors become informed, vet sponsors and find deals.

Cherry started her community to share with other doctors what she learned about syndications and to create a platform to share what she would have liked to have known when she started. Her goal is to create a space where doctors can invest safely and with confidence.

Cherry discusses that her first objective with new community members is to help them get informed – through podcasts, books, blogs and introductory calls with her new people in her network. Her second objective is helping her community know who to trust and how to determine if a deal is a good deal worth funding.

Cherry mentions the importance of making sure that the passive investments you make match your philosophy and fit in your portfolio. She discusses that there are no secrets or shortcuts to vetting a sponsor, you need to talk with them and develop a relationship of Know, Like and Trust.

Cherry talks about how to pick a market and that she prefers stabilized value add properties. She mentions that her favorite markets are those with population growth and corporate headquarters moving to the city. She talks about the importance of doing your homework and not jumping into an opportunity without doing proper due diligence.

Podcasts Cherry recommends:

Bigger Pockets

Best Ever with Joe Fairless

The Real Estate Guys

Old Capital Podcast

To connect with Cherry go to www.therealestatephysician.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2429 no 8. How to Smooth Out the Lumps for Consistent Returns with Sean Donnelly https://share.transistor.fm/s/0259f0ab Sean Donnelly is Managing Director at a reinsurance company and is one of the founders of Left Field Investors.  Sean has been a “right fielder” for most of his investing career, but found passive investing and is solidly in center field now through his new investments in passive syndications combined with his continued investments in the stock market and paper assets. In this episode, Sean talks about how he got into passive investing, the importance of a network in helping build your investing confidence and how the consistent returns of passive investing can be more attractive than the lumpy returns of active investing. Sean discusses how his real estate journey started with an underperforming flip and progressed through owning rentals and now is focused on passive real estate syndications. He also talks about the Founding of Left Field Investors and how it is helpful having a network for finding sponsors and vetting sponsors.  He mentions the importance of investing with sponsors that you know, like and trust and how critical that is to successful investing in syndications. Sean discusses some of his favorite asset classes – some he has already invested in and others that he has his eyes on – as well as how passive income will support and enhance his retirement. Podcasts Sean recommends:The Way I Heard It with Mike RoweTED Radio HourWe Study Billionaires You can connect with Sean on LinkedIn or you can find him on the Left Field Investors Infielder’s Forum. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sun, 18 Apr 2021 07:00:00 -0000 8. How to Smooth Out the Lumps for Consistent Returns with Sean Donnelly full 8 PassivePockets, Jim Pfeifer, and Left Field Investors This is the second in a series of interviews with the Founders of Left Field Investors so our Community can get to know the Founders and their stories. Sean Donnelly is Managing Director at a reinsurance company and is one of the founders of Left Fiel Sean Donnelly is Managing Director at a reinsurance company and is one of the founders of Left Field Investors.  Sean has been a “right fielder” for most of his investing career, but found passive investing and is solidly in center field now through his new investments in passive syndications combined with his continued investments in the stock market and paper assets. In this episode, Sean talks about how he got into passive investing, the importance of a network in helping build your investing confidence and how the consistent returns of passive investing can be more attractive than the lumpy returns of active investing. Sean discusses how his real estate journey started with an underperforming flip and progressed through owning rentals and now is focused on passive real estate syndications. He also talks about the Founding of Left Field Investors and how it is helpful having a network for finding sponsors and vetting sponsors.  He mentions the importance of investing with sponsors that you know, like and trust and how critical that is to successful investing in syndications. Sean discusses some of his favorite asset classes – some he has already invested in and others that he has his eyes on – as well as how passive income will support and enhance his retirement. Podcasts Sean recommends:The Way I Heard It with Mike RoweTED Radio HourWe Study Billionaires You can connect with Sean on LinkedIn or you can find him on the Left Field Investors Infielder’s Forum. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community. Tribevest is a strategic partner and sponsor of Passive Investing from Left Field. Sean Donnelly is Managing Director at a reinsurance company and is one of the founders of Left Field Investors.  Sean has been a “right fielder” for most of his investing career, but found passive investing and is solidly in center field now through his new investments in passive syndications combined with his continued investments in the stock market and paper assets. In this episode, Sean talks about how he got into passive investing, the importance of a network in helping build your investing confidence and how the consistent returns of passive investing can be more attractive than the lumpy returns of active investing.

Sean discusses how his real estate journey started with an underperforming flip and progressed through owning rentals and now is focused on passive real estate syndications. He also talks about the Founding of Left Field Investors and how it is helpful having a network for finding sponsors and vetting sponsors.  He mentions the importance of investing with sponsors that you know, like and trust and how critical that is to successful investing in syndications.

Sean discusses some of his favorite asset classes – some he has already invested in and others that he has his eyes on – as well as how passive income will support and enhance his retirement.

Podcasts Sean recommends:
The Way I Heard It with Mike Rowe
TED Radio Hour
We Study Billionaires

You can connect with Sean on LinkedIn or you can find him on the Left Field Investors Infielder’s Forum.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.

]]> 3028 no 7. Immediate Cash Flow with Triple Net Industrial Leases with Drew Wahlgren https://share.transistor.fm/s/2bda104a Drew Wahlgren is the Director of Capital Markets at MAG Capital Partners, a private investment firm focusing on single-tenant, net lease development and sale leaseback structured transactions.  In this episode, Drew talks about how he got started in real estate and explained what an industrial single tenant triple net sale leaseback is and why it’s a great asset class for consistent cash flow with appreciation upside. Drew talks about the consistent cashflow that starts from day one for the passive investor.  He explains that triple net means that the tenant pays for all maintenance, repairs, insurance and taxes so there are very few expenses for the property owner to pay.  Drew also talks about the financial reporting requirements they have for their tenants during due diligence prior to purchase and ongoing after the property is acquired. He discusses why a company would want to sell their property and lease it back and the importance of understanding what the company plans to do with the capital acquired from the transaction. He also talks about the competition in purchasing these assets and when and how they exit a deal. Drew discusses how a passive investor can analyze an industrial tripe net sale leaseback opportunity and mentioned the typical preferred returns and average annual returns his firm strives for and has achieved in the past.  He explains that this is an asset class that has done very well in the pandemic and is expected to continue to outperform in the future. Podcasts he recommends: The Real Estate Espresso Podcast with Victor Menasce  To connect with Drew you can email him at drew@magcp.com or go to www.magcp.com to get more information about MAG Capital Partners. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 11 Apr 2021 07:00:00 -0000 7. Immediate Cash Flow with Triple Net Industrial Leases with Drew Wahlgren full 7 PassivePockets, Jim Pfeifer, and Left Field Investors Drew Wahlgren is the Director of Capital Markets at MAG Capital Partners, a private investment firm focusing on single-tenant, net lease development and sale leaseback structured transactions. In this episode, Drew talks about how he got started in real Drew Wahlgren is the Director of Capital Markets at MAG Capital Partners, a private investment firm focusing on single-tenant, net lease development and sale leaseback structured transactions.  In this episode, Drew talks about how he got started in real estate and explained what an industrial single tenant triple net sale leaseback is and why it’s a great asset class for consistent cash flow with appreciation upside. Drew talks about the consistent cashflow that starts from day one for the passive investor.  He explains that triple net means that the tenant pays for all maintenance, repairs, insurance and taxes so there are very few expenses for the property owner to pay.  Drew also talks about the financial reporting requirements they have for their tenants during due diligence prior to purchase and ongoing after the property is acquired. He discusses why a company would want to sell their property and lease it back and the importance of understanding what the company plans to do with the capital acquired from the transaction. He also talks about the competition in purchasing these assets and when and how they exit a deal. Drew discusses how a passive investor can analyze an industrial tripe net sale leaseback opportunity and mentioned the typical preferred returns and average annual returns his firm strives for and has achieved in the past.  He explains that this is an asset class that has done very well in the pandemic and is expected to continue to outperform in the future. Podcasts he recommends: The Real Estate Espresso Podcast with Victor Menasce  To connect with Drew you can email him at drew@magcp.com or go to www.magcp.com to get more information about MAG Capital Partners. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Drew Wahlgren is the Director of Capital Markets at MAG Capital Partners, a private investment firm focusing on single-tenant, net lease development and sale leaseback structured transactions.  In this episode, Drew talks about how he got started in real estate and explained what an industrial single tenant triple net sale leaseback is and why it’s a great asset class for consistent cash flow with appreciation upside.

Drew talks about the consistent cashflow that starts from day one for the passive investor.  He explains that triple net means that the tenant pays for all maintenance, repairs, insurance and taxes so there are very few expenses for the property owner to pay. 

Drew also talks about the financial reporting requirements they have for their tenants during due diligence prior to purchase and ongoing after the property is acquired. He discusses why a company would want to sell their property and lease it back and the importance of understanding what the company plans to do with the capital acquired from the transaction. He also talks about the competition in purchasing these assets and when and how they exit a deal.

Drew discusses how a passive investor can analyze an industrial tripe net sale leaseback opportunity and mentioned the typical preferred returns and average annual returns his firm strives for and has achieved in the past.  He explains that this is an asset class that has done very well in the pandemic and is expected to continue to outperform in the future.

Podcasts he recommends:

The Real Estate Espresso Podcast with Victor Menasce 

To connect with Drew you can email him at drew@magcp.com or go to www.magcp.com to get more information about MAG Capital Partners.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2476 no 6. Trading Control for Diversification with Jeremy Roll https://share.transistor.fm/s/70e59683 Jeremy Roll is the President of Roll Investment Group and Co-Founder of For Investors by Investors – a Community started in 2007 with the goal of facilitating networking and education for real estate investors. In this episode Jeremy talks about giving up control in an investment in order to gain diversification and leverage the time and experience of others. Jeremy discusses how he is currently focusing on short term investments such as hard money loans on flips and assets that do not rely on appreciation such as ATM’s.  He is interested in cash flow and a quick payback period during the current market. Jeremy talks about self storage and mobile homes as two of his top asset classes over the next ten years as well as his preference for single asset investments and when he feels comfortable investing in funds. Jeremy discusses some of the main things to look for in the Private Placement Memorandum and the LLC Operating Agreement and his belief in the necessity of doing background checks on sponsors before investing.Below are the links to companies he uses for background checks:https://www.accurint.comhttps://www.tlo.com/ Jeremy believes a critical component of investing success is to create your own box and make sure that the deals you invest in meet the criteria you select – if a deal doesn’t fit inside your own personal box, then you should not invest in it. Podcasts he recommends:Best Real Estate Investing Advice Ever Podcast with Joe FairlessCash Flow Ninja  Cash Flow Connections with Hunter Thompson To connect with Jeremy, send him an email at jroll@rollinvestments.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 04 Apr 2021 07:00:00 -0000 6. Trading Control for Diversification with Jeremy Roll full 6 PassivePockets, Jim Pfeifer, and Left Field Investors Jeremy Roll is the President Roll Investment Group and Co-Founder of For Investors by Investors – a Community started in 2007 with the goal of facilitating networking and education for real estate investors. In this episode Jeremy talks about giving up c Jeremy Roll is the President of Roll Investment Group and Co-Founder of For Investors by Investors – a Community started in 2007 with the goal of facilitating networking and education for real estate investors. In this episode Jeremy talks about giving up control in an investment in order to gain diversification and leverage the time and experience of others. Jeremy discusses how he is currently focusing on short term investments such as hard money loans on flips and assets that do not rely on appreciation such as ATM’s.  He is interested in cash flow and a quick payback period during the current market. Jeremy talks about self storage and mobile homes as two of his top asset classes over the next ten years as well as his preference for single asset investments and when he feels comfortable investing in funds. Jeremy discusses some of the main things to look for in the Private Placement Memorandum and the LLC Operating Agreement and his belief in the necessity of doing background checks on sponsors before investing.Below are the links to companies he uses for background checks:https://www.accurint.comhttps://www.tlo.com/ Jeremy believes a critical component of investing success is to create your own box and make sure that the deals you invest in meet the criteria you select – if a deal doesn’t fit inside your own personal box, then you should not invest in it. Podcasts he recommends:Best Real Estate Investing Advice Ever Podcast with Joe FairlessCash Flow Ninja  Cash Flow Connections with Hunter Thompson To connect with Jeremy, send him an email at jroll@rollinvestments.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Jeremy Roll is the President of Roll Investment Group and Co-Founder of For Investors by Investors – a Community started in 2007 with the goal of facilitating networking and education for real estate investors. In this episode Jeremy talks about giving up control in an investment in order to gain diversification and leverage the time and experience of others.

Jeremy discusses how he is currently focusing on short term investments such as hard money loans on flips and assets that do not rely on appreciation such as ATM’s.  He is interested in cash flow and a quick payback period during the current market.

Jeremy talks about self storage and mobile homes as two of his top asset classes over the next ten years as well as his preference for single asset investments and when he feels comfortable investing in funds.

Jeremy discusses some of the main things to look for in the Private Placement Memorandum and the LLC Operating Agreement and his belief in the necessity of doing background checks on sponsors before investing.
Below are the links to companies he uses for background checks:
https://www.accurint.com
https://www.tlo.com/

Jeremy believes a critical component of investing success is to create your own box and make sure that the deals you invest in meet the criteria you select – if a deal doesn’t fit inside your own personal box, then you should not invest in it.

Podcasts he recommends:
Best Real Estate Investing Advice Ever Podcast with Joe Fairless
Cash Flow Ninja 
Cash Flow Connections with Hunter Thompson

To connect with Jeremy, send him an email at jroll@rollinvestments.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 3314 no 5. Using a Mentor to Accelerate Your Success with Whitney Sewell https://share.transistor.fm/s/817b59d7 Whitney Sewell is the Director of Life Bridge Capital and host of the Real Estate Syndication Show. He began investing in real estate to supplement his income from working in law enforcement.  His company invests with a mission as they donate 50% of profits from the business to support orphans worldwide.  In this episode Whitney talks about the value of mentors, sharing your passion while networking and creating value by problem solving. Whitney discusses how he got started in real estate after learning that many people have used real estate as a wealth building tool.  He started by investing in single family homes, duplexes and even a 15 unit apartment but discovered that these assets were not going to allow him to scale in the way he wanted.  Whitney mentions that he learned about syndication by attending as many real estate networking events as possible and realized that syndication was how he wanted to create wealth for his family. Whitney talks about the value of mentors and how critical it is to do your due diligence to find a quality mentor which includes contacting referrals and industry veterans to find out as much as you can about the potential mentor and the value of paying for a properly researched mentor. Whitney thinks having a mentor is critical, but your success will always come down to your commitment to the process and willingness to do whatever it takes to achieve your goals. Whitney discusses how his success took massive dedication and how helpful it was to him to share his why and his passion with his network and investors – in his case his foundation for orphans – to help him stand out and be remembered.  He also talks about creating value by solving problems at the properties. Podcast he recommends:Tim Ferris ShowAnd of course, Whitney has his own show as well: The Real Estate Syndication Show To connect with Whitney go to www.lifebridgecapital.com or send him an email at whitney@lifebridgecapital.com or call/text 540-585-4338. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 28 Mar 2021 07:00:00 -0000 5. Using a Mentor to Accelerate Your Success with Whitney Sewell full 5 PassivePockets, Jim Pfeifer, and Left Field Investors Whitney Sewell is the Director of Life Bridge Capital and host of the Real Estate Syndication Show. He began investing in real estate to supplement his income from working in law enforcement. His company invests with a mission as they donate 50% of profi Whitney Sewell is the Director of Life Bridge Capital and host of the Real Estate Syndication Show. He began investing in real estate to supplement his income from working in law enforcement.  His company invests with a mission as they donate 50% of profits from the business to support orphans worldwide.  In this episode Whitney talks about the value of mentors, sharing your passion while networking and creating value by problem solving. Whitney discusses how he got started in real estate after learning that many people have used real estate as a wealth building tool.  He started by investing in single family homes, duplexes and even a 15 unit apartment but discovered that these assets were not going to allow him to scale in the way he wanted.  Whitney mentions that he learned about syndication by attending as many real estate networking events as possible and realized that syndication was how he wanted to create wealth for his family. Whitney talks about the value of mentors and how critical it is to do your due diligence to find a quality mentor which includes contacting referrals and industry veterans to find out as much as you can about the potential mentor and the value of paying for a properly researched mentor. Whitney thinks having a mentor is critical, but your success will always come down to your commitment to the process and willingness to do whatever it takes to achieve your goals. Whitney discusses how his success took massive dedication and how helpful it was to him to share his why and his passion with his network and investors – in his case his foundation for orphans – to help him stand out and be remembered.  He also talks about creating value by solving problems at the properties. Podcast he recommends:Tim Ferris ShowAnd of course, Whitney has his own show as well: The Real Estate Syndication Show To connect with Whitney go to www.lifebridgecapital.com or send him an email at whitney@lifebridgecapital.com or call/text 540-585-4338. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Whitney Sewell is the Director of Life Bridge Capital and host of the Real Estate Syndication Show. He began investing in real estate to supplement his income from working in law enforcement.  His company invests with a mission as they donate 50% of profits from the business to support orphans worldwide.  In this episode Whitney talks about the value of mentors, sharing your passion while networking and creating value by problem solving.

Whitney discusses how he got started in real estate after learning that many people have used real estate as a wealth building tool.  He started by investing in single family homes, duplexes and even a 15 unit apartment but discovered that these assets were not going to allow him to scale in the way he wanted.  Whitney mentions that he learned about syndication by attending as many real estate networking events as possible and realized that syndication was how he wanted to create wealth for his family.

Whitney talks about the value of mentors and how critical it is to do your due diligence to find a quality mentor which includes contacting referrals and industry veterans to find out as much as you can about the potential mentor and the value of paying for a properly researched mentor. Whitney thinks having a mentor is critical, but your success will always come down to your commitment to the process and willingness to do whatever it takes to achieve your goals.

Whitney discusses how his success took massive dedication and how helpful it was to him to share his why and his passion with his network and investors – in his case his foundation for orphans – to help him stand out and be remembered.  He also talks about creating value by solving problems at the properties.

Podcast he recommends:
Tim Ferris Show
And of course, Whitney has his own show as well:
The Real Estate Syndication Show

To connect with Whitney go to www.lifebridgecapital.com or send him an email at whitney@lifebridgecapital.com or call/text 540-585-4338.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2821 no 4. Investing in Real Assets that Produce Real Cash Flow with Jim Pfeifer https://share.transistor.fm/s/c482f2f6 Jim Pfeifer is one of the founders of Left Field Investors and the host of this podcast. He is a full-time passive investor and concentrates on investing in real assets that produce cash flow. Jim is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth.    This episode is a replay of The DJE Podcast hosted by Devin Elder.  Jim shares his journey from being a traditional stock market investor to active real estate investor until he found his current passion – passive real estate syndications. Jim also shares how he started the Left Field Investors Community with the goal of helping like-minded investors network and learn together. To connect with Jim go to www.leftfieldinvestors.com or send an email to jim@leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 21 Mar 2021 07:00:00 -0000 4. Investing in Real Assets that Produce Real Cash Flow with Jim Pfeifer full 4 PassivePockets, Jim Pfeifer, and Left Field Investors Jim Pfeifer is one of the founders of Left Field Investors and the host of this podcast. He is a full-time passive investor and concentrates on investing in real assets that produce cash flow. Jim is committed to sharing his knowledge with others who are Jim Pfeifer is one of the founders of Left Field Investors and the host of this podcast. He is a full-time passive investor and concentrates on investing in real assets that produce cash flow. Jim is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth.    This episode is a replay of The DJE Podcast hosted by Devin Elder.  Jim shares his journey from being a traditional stock market investor to active real estate investor until he found his current passion – passive real estate syndications. Jim also shares how he started the Left Field Investors Community with the goal of helping like-minded investors network and learn together. To connect with Jim go to www.leftfieldinvestors.com or send an email to jim@leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.    Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Jim Pfeifer is one of the founders of Left Field Investors and the host of this podcast. He is a full-time passive investor and concentrates on investing in real assets that produce cash flow. Jim is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth.   

This episode is a replay of The DJE Podcast hosted by Devin Elder.  Jim shares his journey from being a traditional stock market investor to active real estate investor until he found his current passion – passive real estate syndications. Jim also shares how he started the Left Field Investors Community with the goal of helping like-minded investors network and learn together.

To connect with Jim go to www.leftfieldinvestors.com or send an email to jim@leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2147 no 3. How to Evaluate the Sponsor, the Market & the Deal with Brian Burke https://share.transistor.fm/s/5947a7f1 Brian Burke is the President & CEO of Praxis Capital and the author of The Hands-Off Investor.  He has been investing in real estate for 30 years and has been a multi-family syndicator for 19 years. Brian has purchased over $500 million in real estate and raised over $200 million from investors and has never lost a penny of investor capital.  In this episode Brian talks about funds versus single asset investing, how to evaluate a sponsor and market and some red flags to look for when evaluating a deal. Brian talks about why they have recently shifted to a fund model rather than a single asset syndication.  He also discusses the importance of vetting the sponsor by asking them questions like, how long they have been a sponsor, how many deals have the invested in, how many exits they have had and how their past returns have compared to projections.  He talks about the importance and challenges in trying to ascertain the content of the sponsor's character. Brian recommends that you do your research including when you hear the sponsor on a podcast or at an event – that you listen to what they are saying and determine if it makes sense. Brian also talks about how he picks markets. He invests in markets that people are moving to and that have income growth and job growth which results in rent growth. He also talks about some red flags to look for when evaluating multi-family syndications; including debt, default ratio and rent growth. Podcast he recommends:Bigger Pockets To connect with Brian go to www.praxcap.com and accredited investors can go to www.investwithpraxis.com.  Brian can also be found on the Bigger Pockets forum and on Instagram @investorbrianburke. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 14 Mar 2021 07:00:00 -0000 3. How to Evaluate the Sponsor, the Market & the Deal with Brian Burke full 3 PassivePockets, Jim Pfeifer, and Left Field Investors Brian Burke is the President &amp; CEO of Praxis Capital and the author of The Hands-Off Investor. He has been investing in real estate for 30 years and has been a multi-family syndicator for 19 years. Brian has purchased over $500 million in real estate Brian Burke is the President & CEO of Praxis Capital and the author of The Hands-Off Investor.  He has been investing in real estate for 30 years and has been a multi-family syndicator for 19 years. Brian has purchased over $500 million in real estate and raised over $200 million from investors and has never lost a penny of investor capital.  In this episode Brian talks about funds versus single asset investing, how to evaluate a sponsor and market and some red flags to look for when evaluating a deal. Brian talks about why they have recently shifted to a fund model rather than a single asset syndication.  He also discusses the importance of vetting the sponsor by asking them questions like, how long they have been a sponsor, how many deals have the invested in, how many exits they have had and how their past returns have compared to projections.  He talks about the importance and challenges in trying to ascertain the content of the sponsor's character. Brian recommends that you do your research including when you hear the sponsor on a podcast or at an event – that you listen to what they are saying and determine if it makes sense. Brian also talks about how he picks markets. He invests in markets that people are moving to and that have income growth and job growth which results in rent growth. He also talks about some red flags to look for when evaluating multi-family syndications; including debt, default ratio and rent growth. Podcast he recommends:Bigger Pockets To connect with Brian go to www.praxcap.com and accredited investors can go to www.investwithpraxis.com.  Brian can also be found on the Bigger Pockets forum and on Instagram @investorbrianburke. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Brian Burke is the President & CEO of Praxis Capital and the author of The Hands-Off Investor.  He has been investing in real estate for 30 years and has been a multi-family syndicator for 19 years. Brian has purchased over $500 million in real estate and raised over $200 million from investors and has never lost a penny of investor capital.  In this episode Brian talks about funds versus single asset investing, how to evaluate a sponsor and market and some red flags to look for when evaluating a deal.

Brian talks about why they have recently shifted to a fund model rather than a single asset syndication.  He also discusses the importance of vetting the sponsor by asking them questions like, how long they have been a sponsor, how many deals have the invested in, how many exits they have had and how their past returns have compared to projections.  He talks about the importance and challenges in trying to ascertain the content of the sponsor's character. Brian recommends that you do your research including when you hear the sponsor on a podcast or at an event – that you listen to what they are saying and determine if it makes sense.

Brian also talks about how he picks markets. He invests in markets that people are moving to and that have income growth and job growth which results in rent growth.

He also talks about some red flags to look for when evaluating multi-family syndications; including debt, default ratio and rent growth.

Podcast he recommends:
Bigger Pockets

To connect with Brian go to www.praxcap.com and accredited investors can go to www.investwithpraxis.com.  Brian can also be found on the Bigger Pockets forum and on Instagram @investorbrianburke.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community. 

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  

]]> 2631 no 2. Forcing Appreciation by Investing in World Class Resorts with Josh McCallen https://share.transistor.fm/s/419e37da Josh McCallen is the Co-Founder of Accountable Equity and a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams. In this episode Josh talks about forcing equity through resort investing and service that revives the soul! Josh discusses the importance of building a Community of people you know, like and trust. This Community includes not only his investors, but also the guests who stay at his resorts as well as the employees who work there.  Josh talks about how quality service and hospitality can “revive the soul” of both guests and employees and that is what they strive for at their Vivamee resorts. Josh talks about buying resort properties and forcing appreciation by repositioning them and giving the properties a new life and a new culture.  He discusses how his resorts made it through the pandemic by pre-booking hundreds of weddings and coming up with innovative ideas like an outdoor winter festival. Josh mentions that there are three ways to invest with Accountable Equity: an equity position in the resorts, heavy cash flow from EiF’s – Efficient Income Funds which includes some exposure to solar and notes through the collateralized debt fund. Podcasts recommended by Josh:Cash Flow NinjaBigger Pockets Listen to Josh on his podcasts:Wealth Building with FriendsCapital Hacking Contact Josh and join his Community at AccountableEquity.com If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 07 Mar 2021 08:00:00 -0000 2. Forcing Appreciation by Investing in World Class Resorts with Josh McCallen full 2 PassivePockets, Jim Pfeifer, and Left Field Investors Josh McCallen is a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder &amp; developer with a track record for the development of exceptional resort properties and growing world-cla Josh McCallen is the Co-Founder of Accountable Equity and a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams. In this episode Josh talks about forcing equity through resort investing and service that revives the soul! Josh discusses the importance of building a Community of people you know, like and trust. This Community includes not only his investors, but also the guests who stay at his resorts as well as the employees who work there.  Josh talks about how quality service and hospitality can “revive the soul” of both guests and employees and that is what they strive for at their Vivamee resorts. Josh talks about buying resort properties and forcing appreciation by repositioning them and giving the properties a new life and a new culture.  He discusses how his resorts made it through the pandemic by pre-booking hundreds of weddings and coming up with innovative ideas like an outdoor winter festival. Josh mentions that there are three ways to invest with Accountable Equity: an equity position in the resorts, heavy cash flow from EiF’s – Efficient Income Funds which includes some exposure to solar and notes through the collateralized debt fund. Podcasts recommended by Josh:Cash Flow NinjaBigger Pockets Listen to Josh on his podcasts:Wealth Building with FriendsCapital Hacking Contact Josh and join his Community at AccountableEquity.com If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Josh McCallen is the Co-Founder of Accountable Equity and a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams. In this episode Josh talks about forcing equity through resort investing and service that revives the soul!

Josh discusses the importance of building a Community of people you know, like and trust. This Community includes not only his investors, but also the guests who stay at his resorts as well as the employees who work there.  Josh talks about how quality service and hospitality can “revive the soul” of both guests and employees and that is what they strive for at their Vivamee resorts.

Josh talks about buying resort properties and forcing appreciation by repositioning them and giving the properties a new life and a new culture.  He discusses how his resorts made it through the pandemic by pre-booking hundreds of weddings and coming up with innovative ideas like an outdoor winter festival. Josh mentions that there are three ways to invest with Accountable Equity: an equity position in the resorts, heavy cash flow from EiF’s – Efficient Income Funds which includes some exposure to solar and notes through the collateralized debt fund.

Podcasts recommended by Josh:
Cash Flow Ninja
Bigger Pockets

Listen to Josh on his podcasts:
Wealth Building with Friends
Capital Hacking

Contact Josh and join his Community at AccountableEquity.com

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  



]]> 2486 no 1. Using Shortcuts to Find New Asset Classes with the Real Asset Investor, Dave Zook https://share.transistor.fm/s/ae1a81a7 Dave Zook is the Real Asset Investor and excels at finding and vetting asset class specific experts.  He uses his vast network to find and vet new asset classes and sponsors and then uses their expertise to syndicate these assets for his investors. He is currently a top 5 ATM operator in the U.S., a self-storage syndicator, has a debt validation fund and invests personally in more than eight different asset classes.  In this episode, Dave talks about these asset classes and more! Dave talks about starting out as an entrepreneur and owned several businesses which resulted in a major tax problem.  He used real estate investments to reduce his tax bill from $500,000 to zero and that led him into the world of real estate syndication. When looking for new investments, Dave talks about finding the opportunity and then using a shortcut by finding the expert who has been doing it for a long time.  He uses this shortcut to tap into someone else’s expertise.  He stresses that the team and their track record are the two most important things when evaluating a partner.  He doesn’t try to become an expert in the space, he finds the professionals in the space with a long track record of success. Dave mentions three podcasts he likes: The Real Estate Guys Radio Show The Mike Dillard Show Success Habits of Super Achievers with Kyle Wilson Reach out to Dave or ask for his asset class Reports at www.therealassetinvestor.com or send an email to info@therealassetinvestor.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Sun, 28 Feb 2021 08:00:00 -0000 1. Using Shortcuts to Find New Asset Classes with the Real Asset Investor, Dave Zook full 1 PassivePockets, Jim Pfeifer, and Left Field Investors Dave Zook is the Real Asset Investor and excels at finding and vetting asset class specific experts. He uses his vast network to find and vet new asset classes and sponsors and then uses their expertise to syndicate these assets for his investors. He is Dave Zook is the Real Asset Investor and excels at finding and vetting asset class specific experts.  He uses his vast network to find and vet new asset classes and sponsors and then uses their expertise to syndicate these assets for his investors. He is currently a top 5 ATM operator in the U.S., a self-storage syndicator, has a debt validation fund and invests personally in more than eight different asset classes.  In this episode, Dave talks about these asset classes and more! Dave talks about starting out as an entrepreneur and owned several businesses which resulted in a major tax problem.  He used real estate investments to reduce his tax bill from $500,000 to zero and that led him into the world of real estate syndication. When looking for new investments, Dave talks about finding the opportunity and then using a shortcut by finding the expert who has been doing it for a long time.  He uses this shortcut to tap into someone else’s expertise.  He stresses that the team and their track record are the two most important things when evaluating a partner.  He doesn’t try to become an expert in the space, he finds the professionals in the space with a long track record of success. Dave mentions three podcasts he likes: The Real Estate Guys Radio Show The Mike Dillard Show Success Habits of Super Achievers with Kyle Wilson Reach out to Dave or ask for his asset class Reports at www.therealassetinvestor.com or send an email to info@therealassetinvestor.com. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.   Dave Zook is the Real Asset Investor and excels at finding and vetting asset class specific experts.  He uses his vast network to find and vet new asset classes and sponsors and then uses their expertise to syndicate these assets for his investors. He is currently a top 5 ATM operator in the U.S., a self-storage syndicator, has a debt validation fund and invests personally in more than eight different asset classes.  In this episode, Dave talks about these asset classes and more!

Dave talks about starting out as an entrepreneur and owned several businesses which resulted in a major tax problem.  He used real estate investments to reduce his tax bill from $500,000 to zero and that led him into the world of real estate syndication.

When looking for new investments, Dave talks about finding the opportunity and then using a shortcut by finding the expert who has been doing it for a long time.  He uses this shortcut to tap into someone else’s expertise.  He stresses that the team and their track record are the two most important things when evaluating a partner.  He doesn’t try to become an expert in the space, he finds the professionals in the space with a long track record of success.

Dave mentions three podcasts he likes:

Reach out to Dave or ask for his asset class Reports at www.therealassetinvestor.com or send an email to info@therealassetinvestor.com.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  
 
Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.  


]]> 2527 no Preview of the Passive Investing from Left Field Podcast https://share.transistor.fm/s/fba6585e This is a preview of the Passive Investing from Left Field Podcast.  You will hear clips from episodes where we interview Josh McCallen from Accountable Equity, passive investor Sean Donnelly, Drew Wahlgren from MAG Capital Partners & Whitney Sewell from Life Bridge Capital.  Our first full episode will launch February 28, 2021. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   Mon, 15 Feb 2021 20:36:30 -0000 Preview of the Passive Investing from Left Field Podcast trailer PassivePockets, Jim Pfeifer, and Left Field Investors This is a preview of the Passive Investing from Left Field Podcast. We are building a community of investors who are interested in acquiring real assets that produce real cash flow. Our community is focused on networking and education to help people inv This is a preview of the Passive Investing from Left Field Podcast.  You will hear clips from episodes where we interview Josh McCallen from Accountable Equity, passive investor Sean Donnelly, Drew Wahlgren from MAG Capital Partners & Whitney Sewell from Life Bridge Capital.  Our first full episode will launch February 28, 2021. If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com. Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.   This is a preview of the Passive Investing from Left Field Podcast.  You will hear clips from episodes where we interview Josh McCallen from Accountable Equity, passive investor Sean Donnelly, Drew Wahlgren from MAG Capital Partners & Whitney Sewell from Life Bridge Capital.  Our first full episode will launch February 28, 2021.

If you would like to contact Jim Pfeifer, you can email him at jim@leftfieldinvestors.com or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know like, and trust.  Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investor's Community.  

]]> 214 no