PassivePockets: The Passive Real Estate Investing Show podcast

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Lagt til four år siden

Innhold levert av BiggerPockets, Jim Pfeifer, and Left Field Investors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BiggerPockets, Jim Pfeifer, and Left Field Investors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Biscuits & Jam

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The War and Treaty Are Getting Carried Away 46:55

for 4 dager siden46:55

Spill senere

Lister

Lik

Likt

46:55

The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

PassivePockets: The Passive Real Estate Investing Show

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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.

262 episoder

#Trading #Business #Jim Pfeifer #Left Field Investors #Passive Income #Cash Flow #Investing #Financial Freedom #Real Estate #Syndication #Non-accredited #Investing Education #Accreditation #The Multifamily

PassivePockets: The Passive Real Estate Investing Show

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Banks Are Pulling Back: Why Private Real Estate Debt Is Surging with Chris Carsley 39:50

for 4 dager siden39:50

39:50

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…

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Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens 45:20

for 11 dager siden45:20

45:20

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…

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Battle of the PPM: LP vs. GP Secrets Revealed 57:13

for 18 dager siden57:13

57:13

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…

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Making Millions with Multi-Asset Conversions: Clint Harris Explains How 46:36

for 25 dager siden46:36

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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…

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From Doom to BOOM? Dr. Doom’s Shocking Market Outlook 51:03

for 5 weeks siden51:03

51:03

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…

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Multifamily Market Secrets and Trends: Jay Parsons Explains 38:15

for 6 weeks siden38:15

38:15

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…

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Sponsor Vetting 101: 5 Steps to Safer Real Estate Investments with Spencer Hilligoss 39:09

for 7 weeks siden39:09

39:09

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…

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A Must Have Tool for Passive Investing with Litan Yahav 37:33

for 8 weeks siden37:33

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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…

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Brian Burke Never Investing Again? | The Breakdown of Multi-Family Assets in 2025 42:43

for 8 weeks siden42:43

42:43

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…

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How To Analyze Deals Like A Pro with Tyson Miller 40:06

for 10 weeks siden40:06

40:06

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…

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Deal Review | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 48:43

for 11 weeks siden48:43

48:43

🌟 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…

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Who Do YOU Invest In: Vetting Operators 101 39:03

for 12 weeks siden39:03

39:03

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…

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LP Panel: Insider Deal Review Secrets for Passive Investors | AAA Storage Investments 48:52

for 13 weeks siden48:52

48:52

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…

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Your Financial Advisor is WRONG: 4% Rule Debunked with Guest Chris Miles 47:07

for 14 weeks siden47:07

47:07

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.…

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How Preferred Equity Minimizes Risk and Maximizes ROI in Real Estate With Jim Pfeifer and guest Paul Moore and Troy Zsofka 40:42

for 15 weeks siden40:42

40:42

🎙 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…

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