PassivePockets: The Passive Real Estate Investing Show podcast

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추가했습니다 four 년 전

BiggerPockets, Jim Pfeifer, and Left Field Investors에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BiggerPockets, Jim Pfeifer, and Left Field Investors 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Clocking In with Haylee Gaffin - Podcast about Podcasting for Podcasters

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164: Foundations of Podcast Growth: Grow Your Podcast Series Pt. 1 10:41

7 weeks 전10:41

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10:41

Are you tired of releasing episodes week to week and getting no download growth? In this episode, I’m kicking off a brand-new series where I’ll be breaking down the exact strategies you need to expand your podcast audience—starting with the essential foundations. In this first episode, I’m covering: Why podcast growth matters (and why it’s NOT just about big numbers) The 3 core growth strategies: organic, collaborations, and paid growth What sustainable, realistic growth actually looks like Whether you’re just getting started or looking to scale, this series will give you the tools you need to grow your show strategically. Today's episode is brought to you by Mic Check Society , our community for podcasters who are looking to take their podcast from good to great. Come join us for educational trainings, a private member's only community, and monthly calls! Get $10 off per month with code PODCAST at micchecksociety.com . Clocking In with Haylee Gaffin is produced by Gaffin Creative , a podcast production company for creative entrepreneurs. Learn more about our services at Gaffincreative.com , plus you’ll also find resources, show notes, and more for the Clocking In Podcast. Time-stamps: Why podcast growth matters (2:09) Three pillars of podcast growth (3:39) Organic growth (3:52) Collaboration and borrowing audiences (4:31) Paid growth opportunities (5:11) What sustainable growth looks like (6:36) Connect with Haylee: instagram.com/hayleegaffin Gaffincreative.com micchecksociety.com Review the Transcript: https://share.descript.com/view/Plzue2YOIAh Hosted on Acast. See acast.com/privacy for more information.…

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.

273 에피소드

#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

18 subscribers

updated 4일 전

시리즈 홈•Feed

273 에피소드

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PassivePockets: The Passive Real Estate Investing Show

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Triple Net Investing 101: How to Generate Steady Returns in Uncertain Times 38:06

4일 전38:06

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38:06

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…

PassivePockets: The Passive Real Estate Investing Show

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Markets More Volatile Than Ever: Pascal Wagner’s LP Investing Guide for 2025 38:07

11일 전38:07

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38:07

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…

PassivePockets: The Passive Real Estate Investing Show

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How to Create a Passive Income “Engine” That Gives You Financial Freedom 50:05

18일 전50:05

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50:05

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…

PassivePockets: The Passive Real Estate Investing Show

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Delete or Dig In: Would We Invest in Any of These Deals? 30:07

25일 전30:07

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30:07

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…

PassivePockets: The Passive Real Estate Investing Show

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“Resilient” Multifamily Investments LPs Are Targeting as Recession Fears Grow 36:39

5 weeks 전36:39

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36:39

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…

PassivePockets: The Passive Real Estate Investing Show

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Financial Strategist on the Major “Shift” Investors Should Prepare for in 2025 51:32

6 weeks 전51:32

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51:32

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…

PassivePockets: The Passive Real Estate Investing Show

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J Scott on New Sweeping Tariffs: Opportunity or Obstacle for Multifamily? 42:17

7 weeks 전42:17

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42:17

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!…

PassivePockets: The Passive Real Estate Investing Show

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Deal Review: Industrial Real Estate Unpacked 1:07:56

8 weeks 전1:07:56

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1:07:56

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.…

PassivePockets: The Passive Real Estate Investing Show

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Multifamily Financing is Shifting: James Eng on Capital Markets in 2025 39:34

9 weeks 전39:34

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39:34

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.…

PassivePockets: The Passive Real Estate Investing Show

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Syndication Gaps Alarm Investors: Aleksey Chernobelskiy Warns on Capital Calls & Missing Analyses 49:18

10 weeks 전49:18

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49:18

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.…

PassivePockets: The Passive Real Estate Investing Show

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Market on Edge: 18-Year Cycle Hitting ‘Winner's Curse,’ Says Logan Freeman 44:37

10 weeks 전44:37

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44:37

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.…

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

12 weeks 전39:50

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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…

PassivePockets: The Passive Real Estate Investing Show

1
Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens 45:20

13 weeks 전45:20

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리스트

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…

PassivePockets: The Passive Real Estate Investing Show

1
Battle of the PPM: LP vs. GP Secrets Revealed 57:13

14 weeks 전57:13

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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…

PassivePockets: The Passive Real Estate Investing Show

1
Making Millions with Multi-Asset Conversions: Clint Harris Explains How 46:36

15 weeks 전46:36

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리스트

46:36

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…