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  • Deal Review | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten

    Deal Review | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten
    2024/12/24
    🌟 Deal Review with Passive Investors | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 🌟 In this episode of our Deal Review Series, we’re joined by Whitney Elkins-Hutten from Passive Investing.com, who’ll present the highlights of their PIC Debt Fund. Together with an expert panel of seasoned Limited Partners, including Paul Shannon (Co-Host of the PassivePockets podcast) and Litan Yahav (Founder of Vyzer), we’ll: ✅ Analyze the Deal – What makes this fund worth considering? ✅ Spot Red Flags – Learn how to identify potential risks. ✅ Ask Tough Questions – Discover how LPs dig deeper into the details. ✅ Gain Actionable Insights – Build confidence in evaluating real estate syndication deals like a pro. If you’re looking to sharpen your skills as a passive investor, this episode is packed with tips, strategies, and lessons learned from experienced Limited Partners. Whether you're a beginner or a seasoned investor, you’ll walk away with tools to make smarter investment decisions. Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more! Take Our Survey: PassivePockets.com/survey Check Out The Deal: https://passivepockets.com/directory/real-estate-debt-fund-pic-fund-i/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com
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    49 分
  • Who Do YOU Invest In: Vetting Operators 101

    Who Do YOU Invest In: Vetting Operators 101
    2024/12/17
    Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez. We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering: Why an operator’s track record is key Co-investing and risk tolerance alignment How to spot red flags in litigation history Trusting your gut and when it matters most Getting the real story with LP referrals This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later! Take Our Survey: www.passivepockets.com/survey 👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game! Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Contact Us At: jimpfeifer@biggerpockets.com Links: www.passivepockets.com/survey
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    39 分
  • LP Panel: Insider Deal Review Secrets for Passive Investors | AAA Storage Investments

    LP Panel: Insider Deal Review Secrets for Passive Investors | AAA Storage Investments
    2024/12/10
    In the latest episode of our Deal Review Series, Nick Stonestreet and Drew Weinstein from DLP Capital present their latest deal to our LP panel: Paul Shannon, and Chris Lopez. The LP Panel asks questions like: Is DLP Lending to Itself for In-House Development Projects? Unpacking the Capital Stack What’s the Rough Percentage of Loans DLP Keeps In-House for Its Own Projects? What is Attainable Vs. Affordable Housing, and how does it relate to your deals? Want to discuss the deal with other investors? Start your FREE 7-day trial to get access to PassivePockets: Discover new sponsors and read real investor ratings & reviews Find and vet deals quickly and easily Connect with investors in private, investor-only forums Improve your due diligence by watching our LP Panel Deal Review series Access expert insights with on-demand courses, articles, and webinars Disclaimer: The content of this video is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This video may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this video. ⏰ Timestamps: 00:00 - Introduction 03:36 Nick and Drew present their latest deal. 15:20 Is DLP Funding Its Own Projects? Ground-Up Acquisitions or Rescue Capital? 19:03 What’s the Rough Percentage of Loans DLP Keeps In-House for Its Own Projects? 20:39 What is Attainable Vs. Affordable Housing, and how does it relate to your deals? 54:51 Outro Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts. 🔔 Subscribe for more passive investing tips and stay updated on the latest trends in storage investments. Learn more about AAA Storage Investments Contact Us At: jimpfeifer@biggerpockets.com
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    49 分
  • Your Financial Advisor is WRONG: 4% Rule Debunked with Guest Chris Miles

    Your Financial Advisor is WRONG: 4% Rule Debunked with Guest Chris Miles
    2024/12/03
    Learn more about PassivePockets: https://passivepockets.com/pricing Money Ripples Show Notes link: https://bit.ly/48UqUl3 In this episode, Jim Pfeifer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets. Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns.
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    47 分
  • How Preferred Equity Minimizes Risk and Maximizes ROI in Real Estate With Jim Pfeifer and guest Paul Moore and Troy Zsofka

    How Preferred Equity Minimizes Risk and Maximizes ROI in Real Estate With Jim Pfeifer and guest Paul Moore and Troy Zsofka
    2024/11/26
    🎙 Discover how preferred equity can help you maximize returns and minimize risk in real estate investing! In this video, host Jim Pfeifer, and guests Paul Moore, and Troy Zsofka break down the basics of preferred equity, how it works, and why it's a game-changer for savvy investors. Whether you're a seasoned real estate pro or just starting out, you'll learn actionable tips to make smarter investment decisions.. 👉 What you'll learn: What is preferred equity in real estate? How it reduces risk and secures returns. Real-life examples of preferred equity in action. Don’t miss out on this must-watch guide for smarter investing! 🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence. Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resource Links: Contact Us At: jimpfeifer@biggerpockets.com
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    41 分
  • Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time

    Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time
    2024/11/19
    🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions. ⏰ Timestamps: 00:00 - Introduction 1:00 - #1: Not Asking The Right Questions 4:05 - #2: Thinking Passive Investing is 100% Passive 12:46 - #3: Thinking Preferred Return = Steady Cash Flow 12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!) 15:55 - #5: Failing to Align Your Investment Strategy with Your Goals 17:31 - #6: Failing to Prioritize a Diversified Investment Strategy 24:48 - #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity 28:03 - #8: Not Reading the Private Placement Memorandum (PPM) 31:35 - #9: Not Joining a Community Like Passive Pockets 34:45 - Outro In the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ 🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔 Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts. 🔗 Links: Website: https://passivepockets.com/ Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.
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    42 分
  • How to Build Wealth Through Passive Real Estate Investing: Syndication 101 With Devon Kennard

    How to Build Wealth Through Passive Real Estate Investing: Syndication 101 With Devon Kennard
    2024/11/05
    Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest Devon Kennard dives into the basics of real estate syndication—the ultimate strategy for building wealth without the day-to-day management headaches. Whether you're new to real estate or an experienced investor, syndication offers a powerful way to earn passive income, diversify your portfolio, and invest in larger properties like apartment buildings and commercial real estate. Join us as we break down the syndication process, how to evaluate syndication deals, and the role of passive investors in these lucrative opportunities. Learn how to leverage the expertise of seasoned sponsors and grow your wealth while gaining freedom from active property management. Tune in to discover all of the basics of syndication: What real estate syndication is and how it works Define the terms you will hear in this podcast The benefits of passive real estate investing Who should get involved in real estate investing How to choose the right syndication deals Key tips for success as a passive investor And the advantages and disadvantages of passive investing. If you’re looking to build long-term wealth and secure financial freedom through passive real estate investing, this episode is for you! Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more. The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast. Resources Mentioned: Contact Us At: jimpfeifer@biggerpockets.com
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    47 分