PassivePockets - Podcast Details

Shows

PassivePockets: The Passive Real Estate Investing Show Pulse Check: 2025 Updates, Latest Trends & Real Talk on Bad DealsHow 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 t...

2025-08-1949 min

PassivePockets: The Passive Real Estate Investing Show Bob Fraser: This Is Where Billionaires Will Invest in the Next Market CycleWhat 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 bill...

2025-08-1234 min

PassivePockets: The Passive Real Estate Investing Show Low Equity Splits, IO Loans, and Risky Returns | Dig In or DeleteWe’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...

2025-08-0535 min

PassivePockets: The Passive Real Estate Investing Show Deal Review: Andy Weiner from Rockstep Capital & the Retail ReboundHow 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 invest...

2025-07-291h 07

The Wealth Flow EP171: Protect Your Capital and Stack Wealth the Right Way - Ryan StiegRyan Stieg shares how Rich Dad Poor Dad sparked his journey into passive investing, leading to a powerful LP portfolio and the rise of LeftField Investors. Discover how they’re scaling investor education with BiggerPockets. So, start your own journey to financial freedom with this episode. Key Takeaways To Listen For Rookie mistakes you won’t see in the pitch deck 3 overlooked metrics that expose what’s going on in a deal Why smart LPs stay hands-off and hyper-aware What pushed Ryan to ditch active investing for syndications How community reduces risk and accelerates results...

2025-07-2348 min

PassivePockets: The Passive Real Estate Investing Show Scott Trench on FIRE, Flow, and Why He Prefers Real Estate Over Stocks and SyndicationsWhat’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...

2025-07-2251 min

PassivePockets: The Passive Real Estate Investing Show Brian Burke’s Bold Shift: From Multifamily to Assisted Living InvestingWhat 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...

2025-07-1543 min

PassivePockets: The Passive Real Estate Investing Show The Capital Stack Is Cracking: Eric Sussman on What LPs Need to KnowWhat 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 ri...

2025-07-0840 min

PassivePockets: The Passive Real Estate Investing Show Active vs. Passive Real Estate: Chris Lopez’s Strategy in 2025Join 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...

2025-07-0141 min

PassivePockets: The Passive Real Estate Investing Show 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 mar...

2025-06-2442 min

PassivePockets: The Passive Real Estate Investing Show Mobile Home Parks 2025: Value, Risk, and the End of Easy ReturnsInvesting 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 ho...

2025-06-1742 min

PassivePockets: The Passive Real Estate Investing Show Turn Taxes into Wealth: Roth Conversion Strategies for InvestorsWhat 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...

2025-06-1038 min

PassivePockets: The Passive Real Estate Investing Show The New Cycle Is Coming: Why Multifamily Is Poised to Rebound by 2027After 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 slowdown...

2025-05-2739 min

PassivePockets: The Passive Real Estate Investing Show Triple Net Investing 101: How to Generate Steady Returns in Uncertain TimesWhat 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...

2025-05-2035 min

The AAA Storage Podcast Multifamily and Self-Storage Market Outlook 2025 (plus PassivePockets Conference Reaction)In this episode of The AAA Storage Podcast, Paul Bennett unravels the current dynamics of the multifamily and self-storage markets. Fresh from the PassivePockets conference, Paul shares insights from thought leader Brian Burke on the real estate sector's trajectory through 2025. Explore the influence of the 2008 financial crisis patterns on today's market and discover why patience and strategic opportunities may define the real estate landscape for the coming years.Key Highlights:• Insights from Brian Burke's presentation at the PassivePockets conference.• Exploration of the multifamily and self-storage sectors' current conditions and future outlook.• Discussion on the differ...

2025-05-1824 min

Diary of an Apartment Investor EXP - Getting the Word Out With Jim PfeiferJim Pfeifer joins today to talk about the importance of interacting with your multifamily community, the Passive Pockets podcast, and what advice he would give to those just starting out.----Continue the conversation with Brian on LinkedInJoin our multifamily investing community with like-minded apartment investors at the Tribe of TitansThis episode originally aired on May 16, 2025----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast a...

2025-05-1632 min

PassivePockets: The Passive Real Estate Investing Show Markets More Volatile Than Ever: Pascal Wagner’s LP Investing Guide for 2025Are 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 passiv...

2025-05-1335 min

PassivePockets: The Passive Real Estate Investing Show How to Create a Passive Income “Engine” That Gives You Financial FreedomConventional 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...

2025-05-0647 min

The AAA Storage Podcast Introducing Growth Fund 2Join Paul Bennett to discuss the dynamics of Growth Fund 2, a promising investment venture emerging from the success of Growth Fund 1. This episode dives into the strategic approach of moving from single property syndications to a well-structured fund model, providing a synthesis of expertise in self-storage and office industrial flex investments. Dive into the tactical deployment of capital, market trends, and the opportunities awaiting accredited investors looking to diversify and grow their equity through strategic real estate development.Key Highlights:• Transition from single property syndications to an efficient fund model capitalizing on market shifts.• In-depth disc...

2025-05-0229 min

PassivePockets: The Passive Real Estate Investing Show 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...

2025-04-2927 min

Zen and the Art of Real Estate Investing 236: How To Find and Build Your Passive Investing Tribe with Jim PfeiferIf you don’t want the hassle of becoming a landlord, passive investing could be your entry into real estate investing. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Jim Pfeifer, the former founder, president, and CEO of Left Field Investors, which is now PassivePockets. Jim is also the co-host of the PassivePockets podcast and a long-time investor in syndications as a limited partner. Jonathan and Jim start their discussion by outlining the story of Left Field Investors and Passive Pockets. Jim explains what drew him to passive investing ve...

2025-04-2448 min

PassivePockets: The Passive Real Estate Investing Show “Resilient” Multifamily Investments LPs Are Targeting as Recession Fears GrowThe 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 coul...

2025-04-2233 min

PassivePockets: The Passive Real Estate Investing Show Financial Strategist on the Major “Shift” Investors Should Prepare for in 2025The 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...

2025-04-1548 min

Zen and the Art of Real Estate Investing 232: How To Invest Together and Think Differently About Real Estate with Paul ShannonMaking mistakes and learning from them is all part of the real estate investing game. Today’s guest shares the lessons he’s learned along the way, especially when it comes to syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Paul Shannon, a fund manager at InvestWise Collective. Paul has acquired more than 200 residential units by recycling equity and JV. He is a limited partner who has invested in more than 40 deals as a passive investor. Paul is also the co-host of PassivePockets, a BiggerPockets podcast on passive investing. A...

2025-04-1055 min

PassivePockets: The Passive Real Estate Investing Show 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 h...

2025-04-0839 min

The Next-Level Income Show Ep 250: From Active to Passive Investor with Jim PfeiferJoin Chris Larsen as he welcomes Jim Pfeifer back to the show to discuss the evolution of his investing journey, from active real estate to building communities for passive investors. Jim shares his insights on why communities are essential for successful limited partner investing, how Passive Pockets is creating new opportunities, and lessons learned along the way. Learn more about Jim’s upcoming Passive Pockets Summit and why it’s the event you don’t want to miss! 🔥 What You’ll Learn in This Episode: ✅ **Importance of Community:** Successful limited partner investing heavily relies on connecting with a supportive community for learning...

2025-04-0833 min

PassivePockets: The Passive Real Estate Investing Show Deal Review: Industrial Real Estate UnpackedIn 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 cu...

2025-04-011h 04

PassivePockets: The Passive Real Estate Investing Show Multifamily Financing is Shifting: James Eng on Capital Markets in 2025Jim 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 v...

2025-03-2536 min

PassivePockets: The Passive Real Estate Investing Show Syndication Gaps Alarm Investors: Aleksey Chernobelskiy Warns on Capital Calls & Missing AnalysesHost 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...

2025-03-1846 min

PassivePockets: The Passive Real Estate Investing Show Market on Edge: 18-Year Cycle Hitting ‘Winner's Curse,’ Says Logan FreemanPaul 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 a...

2025-03-1141 min

PassivePockets: The Passive Real Estate Investing Show Banks Are Pulling Back: Why Private Real Estate Debt Is Surging with Chris CarsleyPaul 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’...

2025-03-0436 min

PassivePockets: The Passive Real Estate Investing Show Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John BowensJim 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 my...

2025-02-2542 min

PassivePockets: The Passive Real Estate Investing Show Battle of the PPM: LP vs. GP Secrets RevealedWe 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 co...

2025-02-1854 min

PassivePockets: The Passive Real Estate Investing Show Making Millions with Multi-Asset Conversions: Clint Harris Explains HowWe 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 goi...

2025-02-1143 min

PassivePockets: The Passive Real Estate Investing Show From Doom to BOOM? Dr. Doom’s Shocking Market OutlookWe 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...

2025-02-0448 min

PassivePockets: The Passive Real Estate Investing Show Multifamily Market Secrets and Trends: Jay Parsons ExplainsWe 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- W...

2025-01-2835 min

BiggerPockets Real Estate Podcast The Opportunity is Coming in Commercial Real Estate (How to Take Advantage)The multifamily and commercial real estate crash seems to be nearing its end, which means some incredible buying opportunities are on the way. Big apartment owners have been decimated after their occupancy rates dropped, interest rates shot up, and loans got called due. But when prices fall and the masses turn away from an asset, it’s usually time to buy, and 2025 could be one of those times for commercial real estate.But YOU don’t have to be the one to go out and find the deal yourself, do all the renovations, and deal with tenants—you ca...

2025-01-2240 min

PassivePockets: The Passive Real Estate Investing Show Sponsor Vetting 101: 5 Steps to Safer Real Estate Investments with Spencer HilligossInvestment 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 conversa...

2025-01-2136 min

PassivePockets: The Passive Real Estate Investing Show A Must Have Tool for Passive Investing with Litan YahavWe 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 jour...

2025-01-1434 min

PassivePockets: The Passive Real Estate Investing Show Brian Burke Never Investing Again? | The Breakdown of Multi-Family Assets in 2025Join 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...

2025-01-0839 min

PassivePockets: The Passive Real Estate Investing Show How To Analyze Deals Like A Pro with Tyson MillerWe 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 hi...

2024-12-3137 min

BiggerPockets Real Estate Podcast Real Estate Syndications 101: What To Know BEFORE You InvestWant 100% passive income? As in no tenants, toilets, phone calls, or painting! You can get genuinely passive income through one type of investment—real estate syndications. Never heard of them before? You’re about to have your world flipped upside down because today, Jim Pfeifer, host of PassivePockets: The Passive Real Estate Investing Show, is on to walk you through real estate syndications, even if you’re a complete beginner!Joining Jim is a long-time syndication investor and former professional football player (seriously!) Devon Kennard. Before syndications, Devon bought single-family homes during his NFL career, but as his ti...

2024-12-2550 min

PassivePockets: The Passive Real Estate Investing Show Deal Review | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten🌟 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 h...

2024-12-2445 min

PassivePockets: The Passive Real Estate Investing Show Who Do YOU Invest In: Vetting Operators 101Every 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...

2024-12-1736 min

PassivePockets: The Passive Real Estate Investing Show LP Panel: Insider Deal Review Secrets for Passive Investors | AAA Storage InvestmentsIn 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...

2024-12-1045 min

PassivePockets: The Passive Real Estate Investing Show Your Financial Advisor is WRONG: 4% Rule Debunked with Guest Chris MilesLearn more about PassivePockets: https://passivepockets.com/pricingMoney Ripples Show Notes link: https://bit.ly/48UqUl3In 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 sole...

2024-12-0344 min

PassivePockets: The Passive Real Estate Investing Show How Preferred Equity Minimizes Risk and Maximizes ROI in Real Estate With Jim Pfeifer and guest Paul Moore and Troy Zsofka🎙 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 exampl...

2024-11-2637 min

Pillars Of Wealth Creation POWC # 744 - Why Join A Community Like PassivePockets? | Jim PfeiferJoining us today is Jim Pfeifer from PassivePockets, formerly Left Field Investors, who shares his journey from active real estate investing to building wealth through passive syndications. In this episode, Jim dives into key strategies for evaluating syndications, essential resources for success, and lessons learned to help you avoid costly mistakes. Don’t miss this insightful conversation packed with actionable advice for passive investors! Jim Pfeifer is a seasoned real estate investor and the founder of Like Minded Investors, a community dedicated to achieving financial freedom through passive real estate syndications. After discovering that syndications were a better alternative to ac...

2024-11-2643 min

PassivePockets: The Passive Real Estate Investing Show Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time🎙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 - Introduction1:00 - #1: Not Asking The Right Questions4:05 - #2: Thinking Passive Investing is 100% Passive12:46 - #3: Thinking Preferred Return = Steady Cash Flow12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!)15:55 - #5: Failing to Align Your Investment Strategy with Yo...

2024-11-1938 min

PassivePockets: The Passive Real Estate Investing Show From Traditional Financial Advisor to Passive Investor: Jim Pfeifer and Mark Kelley Share Top StrategiesIn 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

2024-11-1238 min

PassivePockets: The Passive Real Estate Investing Show How to Build Wealth Through Passive Real Estate Investing: Syndication 101 With Devon KennardAre 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 th...

2024-11-0544 min

PassivePockets: The Passive Real Estate Investing Show How to Identify Red Flags in a Syndication Deal as a Limited PartnerAre 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...

2024-10-2931 min

PassivePockets: The Passive Real Estate Investing Show How to Become a Passive Investor: Tips to Transition from Active InvestingIn 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 re...

2024-10-2243 min

Investing In The U.S.How to Generate Life-Changing Passive Income with Real Estate in 2024 | Jim PfeiferYes, generating passive income through real estate in 2024 is possible! Here today to explain exactly how is Jim Pfeifer, founder of Left Field Investors, a community focused on helping individuals learn and succeed in passive real estate investing. The community has since evolved into PassivePockets after partnering with BiggerPockets, a renowned real estate education platform.The episode explores the importance of vetting operators, understanding market trends, and leveraging the power of community to make smarter, more informed decisions. Jim also touches on the tools available within Passive Pockets, including their deal analyzer, to help investors a...

2024-10-0933 min

Ritter on Real Estate Creating A Community Of Passive Investors W/ Jim Pfeifer On today's episode of Ritter On Real Estate, We chat with Jim Pfeifer. Jim founded Left Field Investors which is now PassivePockets. Formerly a financial advisor, Jim is committed to sharing his knowledge with others eager to explore alternative ways to grow wealth. Jim believes in Community Personal Finance and works with PassivePockets to promote passive investment in real estate syndications through knowledge sharing, networking, and continuous learning. Passive Pockets Invetor Community collectively reviews and discusses investing opportunities, ensuring well-informed decisions and access to unique prospects. Jim has a diverse professional background and holds degrees in Finance & M...

2024-10-0738 min

Real Estate Rookie Passive Investing 101: A Passive Path to Profit, Appreciation, & Tax BenefitsVisit PassivePockets, your resource for passive investing with syndications. Do you want to get into real estate without managing rentals and dealing with tenants? Passive real estate investing could be the answer. In this episode, we’ll explore an investing strategy that allows you to enjoy all of the profits, appreciation, and tax benefits of real estate investing without the headaches of ownership!Welcome back to the Real Estate Rookie podcast! Today, we’re joined by Jim Pfeifer, host of the new PassivePockets podcast. Like many investors, Jim used to self-manage his rentals, collect rent, and h...

2024-09-1837 min

BiggerPockets Money Podcast How to Make Truly Passive Income with “Syndication” Real EstateVisit PassivePockets, your resource for passive investing with syndications. Passive investing is most people’s goal, especially if they’re trying to achieve FIRE. They don’t want to be weighed down by managing a dozen rental properties, an active business, or a complicated stock portfolio that requires constant check-ins. Instead, many of us want that “mailbox money,” with checks coming in without us having to do the work ourselves so we can focus on doing what we love. Sounds enticing, right? Then “syndication” real estate investing might be perfect for you. We’re thrille...

2024-09-1737 min

PassivePockets: The Passive Real Estate Investing Show Passive Pockets Podcast: THE Podcast For Passive Investing Strategies TrailerWelcome 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.

2024-09-1001 min

PassivePockets: The Passive Real Estate Investing Show 41. Reviving the Soul by Investing in World Class Resorts with Josh McCallen 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.

2021-12-0542 min

PassivePockets: The Passive Real Estate Investing Show 40. Back to Basics with Twenty Questions and Dan Bartholomew 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?

2021-11-2859 min

PassivePockets: The Passive Real Estate Investing Show 39. Playing Financial Offense and Defense with Spencer Hilligoss 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...

2021-11-2147 min

PassivePockets: The Passive Real Estate Investing Show 38. The Importance of Quality Partnerships with InvestHer, Liz Faircloth 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 involv...

2021-11-1448 min

PassivePockets: The Passive Real Estate Investing Show 37. Investing in International Farmland with Peter Badger 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 bene...

2021-11-0741 min

PassivePockets: The Passive Real Estate Investing Show 36. Recycling Your Capital to Beat Infinite Returns with Ivan Barratt 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...

2021-10-3149 min

PassivePockets: The Passive Real Estate Investing Show 35. The Importance of Trust & Confidence when Investing in Syndications with Tania Mirchandani 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...

2021-10-2447 min

PassivePockets: The Passive Real Estate Investing Show 34. Recycling Capital to Grow Your Real Estate Business with Whitney Hutten 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...

2021-10-1746 min

PassivePockets: The Passive Real Estate Investing Show 33. Picking the Right Jockey on the Road to Success with The Debt Free Doctor, Jeff Anzalone 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 inc...

2021-10-1041 min

PassivePockets: The Passive Real Estate Investing Show 32. Creating Real Wealth with Turnkey Investing with Kathy Fettke 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 ho...

2021-10-0348 min

PassivePockets: The Passive Real Estate Investing Show 31. How to Build Wealth: Masterclass in Passive Investing Through Real Estate - Part 2 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...

2021-09-2643 min

PassivePockets: The Passive Real Estate Investing Show 30. How to Build Wealth: Masterclass in Passive Investing Through Real Estate - Part 1 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...

2021-09-1943 min

PassivePockets: The Passive Real Estate Investing Show 29. The Power of Networks in Growing Your Wealth with Chad Ackerman 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...

2021-09-1248 min

PassivePockets: The Passive Real Estate Investing Show 28. Overcoming Challenges & $26M in Debt on the Road to Success with Jorge Newberry 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...

2021-09-0553 min

PassivePockets: The Passive Real Estate Investing Show 27. Socially Responsible Investing for High Returns with Christopher Saylor 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 t...

2021-08-2945 min

PassivePockets: The Passive Real Estate Investing Show 26. Evaluating the Deal and Using Your Network to Screen the Sponsor with Lane Kawaoka Lane Kawaoka owns over 4,500 rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $600 Million dollars of real estate by syndicating over $70 Million Dollars of private equity since 2016. Lane partners with investors who want to build their passive portfolio but are too busy to invest actively. He is also the host the Simple Passive Cash Flow Podcast. In this episode, Lane talks about his unique way to screen sponsors, the metrics he uses to evaluate deals and his three rules of investing.Lane talks about how he realized that turnkey rentals were not p...

2021-08-2247 min

PassivePockets: The Passive Real Estate Investing Show 25. Note Investing and Economic Outlook with Bob Fraser 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 n...

2021-08-1552 min

PassivePockets: The Passive Real Estate Investing Show 24. Buying Income Streams by Investing in Mobile Home Parks and Self-Storage with Paul Moore 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 wh...

2021-08-0843 min

PassivePockets: The Passive Real Estate Investing Show 23. Long Term Wealth-Building through Multifamily Syndications with Gino Barbaro 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 helpe...

2021-08-0147 min

PassivePockets: The Passive Real Estate Investing Show 22. Forcing Equity Instead of "Buy & Hope" with Buck Joffrey 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...

2021-07-2545 min

PassivePockets: The Passive Real Estate Investing Show 21. The Economy, Inflation, A Sow’s Ear and Real Estate with Eric Sussman 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...

2021-07-1847 min

PassivePockets: The Passive Real Estate Investing Show 20. Analyzing Deal Metrics & Unique Asset Classes with Left Field Investors Founder, Steve Suh 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...

2021-07-1154 min

PassivePockets: The Passive Real Estate Investing Show 19. Private Money Lending with Alex Breshears 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 di...

2021-07-0458 min

PassivePockets: The Passive Real Estate Investing Show 18. Alternative Investing with The Prolific Investor, Chris Odegard 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...

2021-06-2746 min

PassivePockets: The Passive Real Estate Investing Show 17. Ditching the W-2 to go Full Time Into Real Estate with Paul Shannon 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...

2021-06-2044 min

PassivePockets: The Passive Real Estate Investing Show 16. Group Investing Simplified through Tribevest with Founder, Travis Smith 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...

2021-06-1339 min

PassivePockets: The Passive Real Estate Investing Show 15. Low Supply & High Demand Make Mobile Home Parks Attractive to Investors with David Shirkey 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 a...

2021-06-0649 min

PassivePockets: The Passive Real Estate Investing Show 14. Investing for Appreciation, Cash Flow or Both with Kenny Wolfe 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...

2021-05-3038 min

PassivePockets: The Passive Real Estate Investing Show 13. From Accidental Landlord to Passive Investor with Ryan Stieg 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 he...

2021-05-2345 min

PassivePockets: The Passive Real Estate Investing Show 12. Multifamily and Self-Storage Investing with Dan Handford 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 se...

2021-05-1653 min

PassivePockets: The Passive Real Estate Investing Show 11. Understanding the Growth Story to Succeed in Multifamily Investing with Josh Satin 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 dif...

2021-05-0942 min

PassivePockets: The Passive Real Estate Investing Show 10. Success with Mobile Homes in a Regulated Market with Jeff Cook 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 103...

2021-05-0241 min

PassivePockets: The Passive Real Estate Investing Show 9. Using a Community to Help You Take the Next Step Into Syndications with Cherry Chen 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 inv...

2021-04-2540 min

PassivePockets: The Passive Real Estate Investing Show 8. How to Smooth Out the Lumps for Consistent Returns with Sean Donnelly 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 retur...

2021-04-1850 min

PassivePockets: The Passive Real Estate Investing Show 7. Immediate Cash Flow with Triple Net Industrial Leases with Drew Wahlgren 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...

2021-04-1141 min

PassivePockets: The Passive Real Estate Investing Show 6. Trading Control for Diversification with Jeremy Roll 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 perio...

2021-04-0455 min

PassivePockets: The Passive Real Estate Investing Show 5. Using a Mentor to Accelerate Your Success with Whitney Sewell 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 inv...

2021-03-2847 min

PassivePockets: The Passive Real Estate Investing Show 4. Investing in Real Assets that Produce Real Cash Flow with Jim Pfeifer 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 st...

2021-03-2135 min

PassivePockets: The Passive Real Estate Investing Show 3. How to Evaluate the Sponsor, the Market & the Deal with Brian Burke 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 ra...

2021-03-1443 min

PassivePockets: The Passive Real Estate Investing Show 2. Forcing Appreciation by Investing in World Class Resorts with Josh McCallen 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 a...

2021-03-0741 min