Grow Your Cashflow Podcast

👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytMost advisors only talk stocks, bonds, and mutual funds—while serious LPs are hunting real estate, private credit, oil & gas, and other true alternatives.Which means many investors are left to DIY their alternative portfolio—sorting through deals without institutional access, objective due diligence, or a framework to know what’s worth wiring into.In this episode of The Passive Income Playbook (on the Best Ever CRE Show), Pascal Wagner sits down with Fred Hubler, founder of Creative Capital, a retainer-based wealth firm serving 300+ families across 30 states. Fred’s practice is built to advise across the entire balance sheet—not just what an advisor can custody—so clients can add institutional-grade alternatives alongside their public market exposure.In this episode, you’ll learn how to:✅ Build a portfolio like an endowment—balancing public markets with real estate, private credit, and other alts✅ Evaluate deals with a repeatable due diligence filter (so you don’t waste time on losers)✅ Spot “unfair advantages” that separate winning sponsors from average operators✅ Understand DSTs, non-traded REITs, and direct LPs—and when each makes sense for you✅ Use oil & gas strategically—for tax offsets and long-term income✅ Avoid the trap of paying 1% AUM fees for advice that ignores 70% of your balance sheetIf you’ve ever felt underserved by AUM-only advice—or you’re building an LP portfolio that needs real diversification and better deal selection—this episode gives you a practical playbook to evaluate opportunities with confidence.Chapters:00:06 – Why most advisors miss alternatives (and how Fred fills the gap)02:22 – From 9/11 stockbroker to alt-focused advisor: the turning point07:12 – What endowments do differently: 70–80% outside public markets11:00 – Retainer vs. AUM: incentives, scope, and who benefits15:21 – The 50/10/20/20 portfolio: public, cash, alts, & real estate19:44 – Access & scale: tapping institutional-grade opportunities22:04 – Mutual funds ≠ diversification: the SPY consolidation story26:00 – How to vet deals: track record, fees, and alignment (no hero risk)33:13 – “Unfair advantages”: franchise roll-ups & proven exit buyers35:33 – Land options → shovel-ready neighborhoods (developer demand)41:00 – Oil & gas diligence: breakeven math, price risk, and structure46:36 – How long real diligence takes (and why most skip it)

👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytThe 2023–2024 market made preferred equity explode.Tight lending and higher rates pushed sponsors to raise more pref than ever before.If you’re LP investing today, you’ll see it—and you need to know how it works.Because here’s the catch: if you don’t understand where pref sits in the stack, you could end up behind it—taking on more risk, getting diluted, or even watching your equity get wiped out while pref investors still get paid.In this episode of The Passive Income Playbook (on the Best Ever CRE Show), Pascal Wagner sits down with Paul Moore, founder of Wellings Capital, who’s raised $190M+ from nearly 1,000 investors across multiple funds. Paul explains what preferred equity really is, how it stacks up against common equity, and why his firm shifted heavily into pref in recent years.In this episode you’ll learn: ✅ The capital stack explained: debt vs. preferred vs. common equity ✅ Why pref surged during the 2023–24 lending crunch ✅ How pref protects LPs in downturns—and when it doesn’t ✅ JV hybrid equity: a middle ground with both safety and upside ✅ Practical ranges of pref returns (and red flags if they’re too high) ✅ Which investors should consider pref vs. those who should stick with commonWhether you’re new to LP investing or you’ve wired into dozens of deals, this episode will give you the clarity to evaluate opportunities with confidence.Chapters:00:00 – Why the 2023–24 Market Made Pref Equity Explode01:47 – Paul Moore’s Journey: From Entrepreneur to $190M Raised06:39 – Lessons From Losing Money: Speculating vs. Investing12:19 – Capital Stack 101: Debt, Common Equity, and Pref Explained17:00 – Why Sponsors Needed Pref: Lending Crunch, Gaps, and Rescue Capital23:52 – When Pref Outperforms (and When It Caps Your Upside)31:30 – JV Hybrid Equity: Capturing Upside With Downside Protection38:54 – Risks, Fraud, and The #1 LP Mistake to Avoid45:21 – What Realistic Pref Returns Look Like (and When to Walk Away)49:17 – Who Pref Equity Is Best Suited For (and Portfolio Fit)52:32 – Wellings Capital’s Evergreen Income & Growth Funds

👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytMost syndications live and die by debt. Joel Friedland does the opposite—he buys industrial properties 100% in cash. No lender. No covenants. No risk of losing a building in a downturn. For LPs, that means steadier distributions and true sleep-at-night investing.In this episode of The Passive Income Playbook (Best Ever CRE Show), Pascal sits down with industrial real estate veteran Joel Friedland, founder of Brit Properties, who’s acquired 100+ assets over 40 years while pioneering a debt-free model in one of the most durable asset classes.In this episode, you’ll learn:✅ Why “sticky” industrial tenants rarely move—and how that stabilizes returns✅ The risks leverage introduces and how going all-cash changes the LP experience✅ How infill locations near highways/airports drive long-term value✅ Why almost no new small-bay supply makes Class B industrial a landlord’s market✅ How tariffs, politics, and labor shortages shape the future of U.S. manufacturingWhether you’re new to syndications or re-thinking your risk tolerance, this conversation will give you a fresh lens on how to protect capital and still earn strong cash flow.Chapters:00:02 – Why Joel Buys Industrial With Zero Debt01:48 – From Lawn-Mowing Hustle to 100+ Acquisitions08:31 – Industrial 101 for LPs: Class A vs. B, Sticky Tenants, Real Use Cases22:14 – Single-Tenant, Net-Lease Focus: Why All-Cash Simplifies Risk28:29 – Location Edge: Infill, Highways, and Geometry That Attract Tenants32:51 – Why He Doesn’t Develop: No New Small-Bay Supply = Landlord Advantage36:35 – 2008 Lessons: Bank Workouts, Foreclosure Risk, and the No-Debt Pivot45:32 – Tariffs & Politics: Why Labor Is the Real Onshoring Constraint53:21 – How LPs Should Think About Risk, Returns, and Diversification1:00:10 – Final Takeaways: Industrial’s Durability and Sleep-at-Night Investing

👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytMost LPs judge a deal by the projected returns.But glossy pitch decks rarely tell you what really matters.The pros know that the real risk lives in the operator and the assumptions—the places most investors never dig deep enough. Miss those, and you end up in a deal where the numbers don’t materialize, the communication dries up, and you’re stuck hoping someone else can land the plane.On this episode of The Passive Income Playbook (on the Best Ever CRE network), Pascal sits down with Matt Picheny—Tony Award–winning Broadway producer, bestselling author of Backstage Guide to Real Estate, multifamily GP (16+ deals) and LP (28+ deals). Matt’s rare vantage point—coaching first-time sponsors while continuing to operate and invest himself—makes this a masterclass in thinking like a GP so you can invest like a smarter LP.In this episode he breaks down:→ How to vet sponsors beyond the pitch deck and spot red flags early→ The underwriting assumptions that separate conservative from careless→ Why today’s cycle may offer attractive entries if you can stomach the fear→ Cap rates explained simply—and how they impact valuations→ Lessons from his first LP deal that went sideways due to operator error→ Fixed vs. floating debt, capital calls, and real-world investor communication→ His Sun Belt value-add strategy and why he underwrites to worse exit cap rates than purchaseWhether this is your first syndication or your 15th, this conversation gives you a sharper checklist for sponsors, markets, and deals—so you can protect capital and compound wisely.Chapters: 00:03 – Think Like an Operator: The LP Edge 01:20 – From Broadway to Buildings: Why Matt’s Lens Helps LPs 04:16 – The “Backstage Guide” Playbook: How Deals Really Work 08:36 – First LP Deal Went Sideways: What Operator Risk Looks Like 12:59 – Sponsor Diligence 101: Track Record, Assumptions, Communication 16:49 – Cycles & Sentiment: Why Unpopular Times Create Opportunity 21:12 – Debt Structure in Practice: Fixed vs. Floating (and Assumptions) 26:02 – Capital Calls & LP Alignment: Terms That Protect (or Hurt) You 33:04 – Conservative Underwriting: Exit Cap Discipline & Stress Tests 44:36 – Market & Strategy: Sun Belt Value-Add with Real Resident Wins

👉 Get 25+ Passive Investment Deals in Your Inbox: http://growyourcashflow.io/investing-starter-kit-ytBuying a business is hot right now. Everyone wants to be the next owner-operator… …Until you’re the one running payroll, managing staff, and handling operations. In this episode of The Passive Income Playbook, Sean Smith—Managing Partner at Search Fund Ventures, where he built a network of 3,800+ LPs, reviews 250–300 deals a year, and just closed a $5M fund focused on cash-flowing, recession-resistant companies like HVAC and B2B logistics—explains the smarter path.Instead of becoming the CEO, LPs can back skilled operators through the search fund model, capturing predictable cash flow and private equity–style returns without ever becoming the CEO.In this episode we cover:✅ Why the “silver tsunami” + SBA leverage create a generational LP opportunity✅ How the search fund model works (traditional, self-funded, and independent sponsor)✅ How to build a thesis around essential businesses with predictable earnings✅ Sean’s 215-point due diligence checklist—and the red flags that instantly kill a deal✅ How family offices, institutions, and retail LPs each play in this space✅ The terms and structures LPs must watch for to avoid getting crammedIf you’re interested in generating private equity–style returns without running a business yourself, this episode is for you.Chapters00:00 – Why Buying a Business Might Be the Wrong Play for LPs02:01 – Meet Sean Smith: Building a $5M Fund for Small Business Deals02:32 – Search Funds Made Simple: 3 Models Every LP Should Know07:18 – The Silver Tsunami: $7–10T of Small Biz Changing Hands09:41 – Where LPs Win: Why Services Beat SaaS & Manufacturing15:18 – Building a Cash Flow Thesis: Essential Businesses in Durable Markets21:03 – The 215-Point Checklist: How to Spot Red Flags Before Wiring Money25:30 – Diligence in Action: From Teaser to SIM to Data Room35:19 – Why Deal Flow Matters: Reviewing 300 Deals to Fund 2%45:05 – Terms That Protect LPs: Prefs, Leverage, and Fair Splits

👉 Get 25+ Passive Investment Deals in Your Inbox: http://growyourcashflow.io/investing-starter-kit-ytNot all self-storage is created equal. Luxury self-storage is carving out its own lane—and investors are starting to notice.In this episode of The Passive Income Playbook on the Best Ever CRE Show, I sit down with Mark Kuhn, founder of Mac Construction, Mac Capital, and a CK Agency. Mark has built three businesses generating eight figures annually and has been developing luxury self-storage projects since 2019.Together, we break down:→ What luxury self-storage actually looks like as an asset class.→ Why tenants pay a premium, and which markets it thrives in.→ The nuances LPs should understand before investing in the space.This conversation is your chance to explore a niche that’s under the radar but quickly gaining traction with both operators and investors.Mark also covers:✅ The evolving landscape of rental demand post-pandemic✅ How luxury storage differs from conventional self-storage✅ Strategies for building a recognizable brand in a niche market✅ Why transparency with LPs is critical in development projectsWhether you’re just exploring alternatives or actively diversifying your portfolio, this episode gives you a front-row seat into how luxury self-storage works—and what makes it an intriguing opportunity for LPs.Chapters:00:00 – Discovering Luxury Self-Storage: An Untapped Investment Opportunity02:10 – Building a Personal Brand on Social Media: Lessons from the Field06:51 – Debunking Misconceptions: The Value of Marketing in Real Estate11:35 – Understanding Luxury Self-Storage: Tenant Profile and Market Dynamics18:01 – The Importance of Location: Building in the Right Markets23:14 – Evaluating Investment Opportunities: What LPs Should Know29:25 – Industry Trends: The Shift Toward a Renter Nation35:04 – Flex Space vs. Luxury Storage: Defining the Asset Class40:29 – Construction Costs and Risk Management in Development46:12 – The Role of Transparency in Investor Relations

👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-yt100+ syndications later… what really separates speculation from investing?Jim Pfeifer—host of Passive Pockets, founder of Left Field Investors (now part of BiggerPockets), and LP in 100+ real estate deals—shares the brutal lessons that turned him from stock-market “speculator” into a true cash-flow investor.On this episode of The Passive Income Playbook (Best Ever CRE Show), Pascal Wagner sits down with Jim to unpack the biggest mistakes LPs make, how to vet operators with confidence, and why community shortens the learning curve.In this episode you’ll learn:→ Why paper assets = speculation, and real estate = true investing→ The “operator-first” diligence workflow Jim uses to save time→ How to “community” a deal to surface blind spots fast→ When to pass on shiny objects (and how to test new theses safely)→ What capital-call behavior really reveals about sponsor qualityIf you want to sharpen your playbook, avoid rookie mistakes, and focus on the asset classes that actually create wealth, this episode is for you.Chapters:00:00 – Meet Jim Pfeifer: From Teacher to Thriving Investor02:04 – Key Takeaways from the Best Ever Conference06:01 – Lessons from Jim's Journey into Passive Investing14:32 – Why Most Investors Fail to See Real Estate’s Benefits20:45 – The Transition from Advisor to Passive Investor28:17 – How to Identify Strong Operators in Your Investment Journey34:53 – Signs to Watch For: Are You Investing with the Right People?42:22 – Evaluating Deals: Building a Robust Due Diligence Process51:30 – Red Flags: What to Avoid in New Operators59:12 – Capital Calls: How to Handle Tough Situations01:04:23 – The Future: Asset Classes Worth Your Attention

Is your portfolio positioned to ride the wave fueling America’s industrial comeback? Industrial sale–leasebacks are surging on policy-driven demand: manufacturers and distributors onshoring production, selling their facilities, and signing long-term leases to reinvest in growth. For LPs, that translates to mission-critical tenants, tenant-paid expenses, and consistent cashflow from America’s industrial backbone. Recently on The Passive Income Playbook, featured on the Best Ever CRE network, Pascal sat down with Judd Dunning (DWG Capital Partners, $100M AUM) to discuss how LPs can back U.S. manufacturing, harness the onshoring trend, and build wealth through industrial triple-net sale–leasebacks.In this episode: ✅ Why industrial sale–leasebacks are surging with America’s onshoring push ✅ How LPs earn bond-like income while tenants cover taxes, insurance & expenses ✅ The two factors that matter most when underwriting: credit & location ✅ What policy-driven reshoring means for deal flow and investor returns ✅ How this niche compares to multifamily, storage, and other CRE strategiesJudd also breaks down: • DWG Capital’s $100M portfolio and how they source mission-critical tenants • The risks LPs often overlook in single-tenant deals—and how to mitigate them • How cost segregation and depreciation benefits enhance after-tax returnsWhether you’re seeking predictable cash flow or diversification beyond apartments and storage, this episode reveals how LPs can back U.S. businesses and ride the America First agenda to build lasting wealth.👉 Get 25+ Private Equity Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytChapters00:00 – Is Your Portfolio Ready for America’s Industrial Comeback?02:12 – Triple-Net Leases Explained for LP Investors05:45 – Why U.S. Businesses Sell Their Buildings and Lease Them Back09:30 – Policy Tailwinds: Onshoring, Trump, and the America First Agenda14:18 – Industrial Sale–Leasebacks vs. Multifamily & Self-Storage18:40 – How LPs Should Underwrite Mission-Critical Tenants23:05 – Location, Credit, and the Keys to Downside Protection28:32 – Inside DWG Capital’s $100M Industrial Portfolio34:50 – Tax Advantages: Depreciation and Cost Segregation in Industrial41:27 – How LPs Can Ride the Onshoring Wave for Predictable Cash Flow

👉 Get 25+ Passive Investment Deals in Your Inbox: http://growyourcashflow.io/investing-starter-kit-ytHow do you legally pay zero capital gains tax on your next big exit? Opportunity Zones might be the answer.In this episode of The Passive Income Playbook (Best Ever CRE Show), Pascal Wagner interviews Jimmy Atkinson, founder of OpportunityZones.com and host of the leading OZ podcast. Jimmy has educated 20,000+ subscribers, connected 10,000+ investors to OZ deal flow, and personally invested as an LP in OZ funds—so you get both policy depth and practitioner detail.In this episode, we discuss:✅ The mechanics of Opportunity Zones and who can benefit from them✅ Why investors should consider these tax incentives versus traditional investments✅ Insightful case studies showcasing successful Opportunity Zone projects✅ The potential legislative changes on the horizon (Opportunity Zone 2.0)✅ Key insights from Jimmy's interviews with industry leaders, including HUD's SecretaryWhether you’re rolling recent gains or planning for the next cycle, Jimmy’s insights will help you use Opportunity Zones to reduce taxes and grow smarter.Chapters:00:00 – Introduction to Opportunity Zones: What You Need to Know02:00 – Jimmy Atkinson: From Entrepreneur to Opportunity Zone Expert05:24 – What are Opportunity Zones and Why Do They Matter?09:31 – Tax Incentives: How to Maximize Your Investment Potential14:13 – The Role of Businesses and Real Estate in Opportunity Zones18:44 – Opportunity Zone Success Stories: Transforming Communities26:18 – Opportunity Zones: Current Landscape and Future Speculations32:26 – Legislative Changes Ahead: What is OZ 2.0?37:51 – How Investors Can Influence Opportunity Zones Programs42:01 – Lessons Learned: Key Takeaways for Opportunity Zone Investors50:14 – Wrapping Up: Resources for Learning More About Opportunity Zones

Most investors see private credit and assume it’s “too good to be true.” But in private credit, especially in underbanked niches like cannabis lending, structures can look very different — often with stronger downside protection, tighter covenants, and less leverage than people expect.Recently on The Passive Income Playbook, featured on the Best Ever CRE network, Pascal Wagner sat down with Peter Sack, Managing Partner at Chicago Atlantic, to break down how his firm has deployed $2B+ in private credit. You’ll learn how they approach first-lien lending, why cannabis lending carries unique regulatory moats, and how LPs should evaluate the differences between private funds, REITs, and BDCs.In this episode: ✅ Why underserved markets create better lender terms (lower leverage, higher yields) ✅ Cannabis credit explained: state licensing, oligopolies, and downside protection ✅ How Chicago Atlantic achieves targets with senior-secured positions ✅ The trade-offs between private funds vs. public REITs (REFI) vs. BDCs (LIEN) ✅ How to underwrite debt funds: lien position, leverage, audits, and non-accruals ✅ What federal policy shifts could mean for LPs in this spacePeter also breaks down: • Why covenants, guarantees, and documentation matter more than headline yield • How diversification vs. specialization changes risk-adjusted returns • Why 20–30% of their portfolio sits outside cannabis—but under the same credit lensWhether you’re interested in income-focused alternatives or want to strengthen your private credit framework, this episode breaks down how LPs can position themselves at the top of the capital stack with stronger protections.👉 Get 25+ Passive Investment Deals in Your Inbox: http://growyourcashflow.io/investing-starter-kit-ytChapters:00:00 – Why Private Credit Structures Look “Different”02:22 – How Underserved Niches Create Better Terms for Lenders03:28 – Cannabis Credit 101: Why State Licenses Create Moats10:55 – First-Lien Advantage & Capital Protection12:59 – Why Banks Withdrew — and How That Opened the Door14:36 – How Chicago Atlantic Thinks About Risk Controls24:29 – Public vs. Private: Comparing REFI, LIEN, and Private Funds31:22 – BDCs Explained: A Lesser-Known Credit Vehicle34:09 – Beyond Cannabis: Applying the Same Credit Lens Elsewhere50:18 – LP Due Diligence: 5 Questions to Ask Before Wiring Money

Would you keep investing after losing money in multiple deals?Most people swear off alternatives after a bad experience. But the best LPs know every loss holds lessons—and that diversification, underwriting, and discipline matter more than any single deal.This week’s episode of The Passive Income Playbook features Sanjay Vora, CEO of Avestor and advisor to 200+ funds, who shares how he went from Intel executive to seasoned LP and fund manager — so you can spot red flags faster, underwrite smarter, and protect your capital.In this episode:✅ The biggest mistakes LPs make when trusting sponsors’ glossy pitch decks✅ Why interest rates and loan terms can quietly destroy cash flow✅ The difference between stage 1, stage 2, and stage 3 investors (and where you are)✅ How to run a quick “10-minute review” that screens out 90% of bad deals✅ Why diversification across sponsors, asset classes, and geographies is non-negotiableSanjay also breaks down:→ How to ask sponsors the hard questions that reveal hidden risks→ Why “I’ve never lost money” should actually be a red flag→ How new fund managers should think about compensation and structureIf you want to sharpen your due diligence and build a system for evaluating LP investments, this episode will give you the playbook.👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytChapters:00:00 – Meet Sanjay Vora: From Intel to Fund Manager03:18 – Why He Left the Stock Market for Alternatives04:49 – Hard Lessons From 100+ LP Deals07:24 – The Big Mistake Most New Investors Make09:32 – Interest Rates, Risk, and Today’s Market Reality12:15 – From LP to Fund Manager: Managing Other People’s Money14:54 – How to Spot Red Flags in Underwriting18:24 – Vetting Fund Managers & Due Diligence Best Practices25:53 – New vs. Experienced Fund Managers: Who to Trust?36:50 – Diversification, Risk, and Building a Smarter Portfolio

Most LPs see a handful of deals a year. Ryan Duff saw thousands—underwriting $4.5B in loans—before making his first LP investment.That’s the edge Ryan Duff had after 14 years as a mortgage broker closing $4.5B in loans for Fannie, Freddie, and HUD.On The Passive Income Playbook (featured on Best Ever CRE network), Ryan reveals how his underwriting lens helps him spot great operators, avoid over-leveraged deals, and protect capital as a passive investor.Today, Ryan runs a capital advisory firm that helps investors access institutional-quality opportunities. In this conversation, he shares: ✅ The 3 pillars lenders use to underwrite deals—and how LPs can borrow those tools ✅ Why an operator’s real estate owned (REO) schedule reveals more than glossy pitch decks ✅ Lessons from over-leveraged bridge loans and what they teach us about risk ✅ Where underwriting standards have tightened—and what that means for investors in 2025 ✅ How to tell if a sponsor is truly trustworthy or just overpromisingHe also breaks down:→  The challenges from his first LP investment (and what he’d do differently)→  The dangers of chasing high IRRs without substance→  His personal framework for thorough due diligenceFrom first-time LPs to experienced investors, this conversation equips you with the tools to evaluate operators with the same rigor as a lender.👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-ytChapters:00:00 – Introduction to Ryan Duff: Insights from a Mortgage Broker Turned LP Investor02:45 – Leveraging Underwriting Experience to Spot Investment Opportunities05:30 – Understanding the Key Underwriting Pillars for Real Estate Deals10:15 – Evaluating Sponsor Track Records: What Investors Should Prioritize15:56 – Navigating Market Distress: Identifying Opportunities Among Challenges19:30 – Importance of REO in Assessing Operator Credibility23:12 – The Role of Transparency and Trust in LP Investing27:00 – Strategies for Evaluating Potential Investments32:45 – Ryan’s Journey to Becoming an Active LP Investor39:20 – Key Characteristics of GPs Ryan Invests With Today45:10 – Market Trends: What Lies Ahead for the Multifamily Sector

In this episode of the Passive Income Playbook on the Best Ever CRE Show, host Pascal Wagner sits down with Jeremy Roll, a seasoned passive investor with over two decades of experience. Jeremy shares his insights on market cycles, the importance of macroeconomic research, and how to effectively navigate investment decisions as a Limited Partner (LP). You'll learn about the asset classes Jeremy favors for long-term predictability, such as multifamily apartments and mobile home parks, and why he remains cautious about others like retail and office spaces. Jeremy also delves into how he's managed to build a diverse portfolio of more than 60 active investments and what he believes are the critical components of success in passive investing. Whether you're just starting or looking to refine your investment strategy, this episode is packed with valuable knowledge for both novice and experienced investors.👉 Get 25+ Passive Investment Deals in Your Inbox:http://growyourcashflow.io/investing-starter-kit-podChapters:00:00 – Introduction to a Different Style Episode01:10 – Guest Introduction: Who is Jeremy Roll?02:06 – Jeremy’s Journey into Passive Investing03:50 – Portfolio Breakdown: Asset Class Diversity05:36 – The Shift from Syndications to Funds06:48 – Unexpected Risks in Various Asset Classes09:18 – Intentional Investment Strategies Over Time11:54 – The Quest for Predictability in Cash Flow14:25 – Understanding Different Asset Class Dynamics15:52 – The Debate on Economic Trends17:34 – Why Jeremy is Cautious & On the Sidelines21:00 – Navigating Unique Real Estate Deals25:15 – Exploring Tax Abatement in Real Estate30:24 – The Role of Debt vs. Equity Funds33:13 – Lessons Learned from Past Investments39:57 – What Makes a Successful Passive Investor43:04 – Strategies for Liquidity and Market Timing45:36 – Resources for Further Tracking Economic Data52:57 – Due Diligence Tips for LPs55:08 – Surprising Trends as an LP Over the Years56:30 – Final Thoughts and Taking Action

📂 Want access to 25 deals averaging IRRs above 18%?👉  Download My Passive Investing Starter Kit Here: http://growyourcashflow.io/investing-starter-kit-ytWho Am I?Since 2013, I’ve been on a mission to achieve financial independence for myself and my family. I began by investing in real estate, building a strong foundation through active investments.Later, during my three years in venture capital at Techstars, I deployed $150 million into early-stage tech companies and gained a deep understanding of institutional investing.By applying those strategies, I’ve built a diversified and passive portfolio that generates $250,000 annually through my 20+ LP investments and 100+ unit co-living real estate portfolio.My goal is to share what I’ve learned and help you avoid the mistakes I made along the way.Get Started Today:→ 📩 Passive Investing Starter Kit: http://growyourcashflow.io/investing-starter-kit-ytFollow Me for More Insights:→ LinkedIn: http://linkedin.com/in/pascalwagner/→ Instagram: http://instagram.com/pascalwagner/→ X: http://x.com/pascalwagner1→ Podcast: http://podcasts.apple.com/us/podcast/grow-your-cashflow-podcast/id1672136887#PassiveIncome #RealEstateInvesting  #AlternativeInvestments

📂 Want access to 25 deals averaging IRRs above 18%?👉  Download My Passive Investing Starter Kit Here: http://growyourcashflow.io/investing-starter-kit-ytWho Am I?Since 2013, I’ve been on a mission to achieve financial independence for myself and my family. I began by investing in real estate, building a strong foundation through active investments.Later, during my three years in venture capital at Techstars, I deployed $150 million into early-stage tech companies and gained a deep understanding of institutional investing.By applying those strategies, I’ve built a diversified and passive portfolio that generates $250,000 annually through my 20+ LP investments and 100+ unit co-living real estate portfolio.My goal is to share what I’ve learned and help you avoid the mistakes I made along the way.Get Started Today:→ 📩 Passive Investing Starter Kit: http://growyourcashflow.io/investing-starter-kit-ytFollow Me for More Insights:→ LinkedIn: http://linkedin.com/in/pascalwagner/→ Instagram: http://instagram.com/pascalwagner/→ X: http://x.com/pascalwagner1→ Podcast: http://podcasts.apple.com/us/podcast/grow-your-cashflow-podcast/id1672136887#PassiveIncome #RealEstateInvesting  #AlternativeInvestments

Looking for investment opportunities? Go here: http://growyourcashflow.io/investing-starter-kit-ytIf you’re new to my channel, my name is Pascal Wagner. I’m the founder and managing partner of GrowYourCashflow.io. It’s an investment firm that helps multi-millionaires reduce their taxable income, diversify their portfolio, and grow their cashflow with passive private investments. // In This Episode========================This is a repost from the Best Ever Commercial Real Estate Podcast. In this exclusive roundtable, seasoned experts Joe Fearless, Nimesh Patel of Lion Park Capital, Pascal Wagner, and Trevor McGregor share their insights on navigating today’s Commercial Real Estate (CRE) landscape as limited partners. Discover how top LPs are positioning themselves for success, the latest trends in passive investing, and actionable strategies for generating consistent cash flow.→ How Deals are Performing Today: A deep dive into current market performance, focusing on how today’s deals are holding up in a volatile environment.→ Lessons Learned: Get real-world insights from experienced investors on strategies that work and mistakes to avoid.// About The Host:========================Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. He’s invested in over 20+ LP investments across Self Storage, Multifamily, Private Credit and more. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of 100+ real estate units across the United States since 2013.// Links Related To This Episode:========================- Get passive income opportunities delivered weekly: http://growyourcashflow.io/investing-starter-kit-yt- Learn more about Best Ever: https://www.besteverconference.com/// Legal Disclaimer========================This content is intended to build trust with investors and provide general information. This video does not offer personalized investment advice. Pascal is not acting as your advisor in any capacity. Any advice is not tailored to your individual circumstances. Any services, promotions, or links offered in this video may result in financial benefits for Pascal through paid advertisements, affiliate relationships, or products owned or partially owned by Pascal.

Looking for investment opportunities? Go here: http://growyourcashflow.io/investing-starter-kit-ytIf you’re new to my channel, my name is Pascal Wagner. I’m the founder and managing partner of GrowYourCashflow.io. It’s an investment firm that helps multi-millionaires reduce their taxable income, diversify their portfolio, and grow their cashflow with passive private investments. // In This Episode========================Did you know there’s a single document that reveals the health of a debt fund before you invest—but most investors don’t even know it exists? Today, we’re diving into the loan tape and why it’s a critical tool for protecting your capital.// About The Host:========================Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. He’s invested in over 20+ LP investments across Self Storage, Multifamily, Private Credit and more. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of 100+ real estate units across the United States since 2013.// Links Related To This Episode:========================- Get passive income opportunities delivered weekly: http://growyourcashflow.io/investing-starter-kit-yt- Learn more about DLP Capital: http://www.dlpcapital.com/- Learn more about Pelorus Capital Group: https://peloruscapitalgroup.com/// Legal Disclaimer========================This content is intended to build trust with investors and provide general information. This video does not offer personalized investment advice. Pascal is not acting as your advisor in any capacity. Any advice is not tailored to your individual circumstances. Any services, promotions, or links offered in this video may result in financial benefits for Pascal through paid advertisements, affiliate relationships, or products owned or partially owned by Pascal.

When do you transition from managing your investments personally to having professionals do it?This is a question I’ve been asking myself lately. I earn 50% of my income from my portfolio of 12 homes in Atlanta, and the other 50% I make from passive investment funds. In this episode of the Grow Your Cashflow Podcast with Vincent Balagia, Founder & CEO of Stallion Capital Management, a fund with $150M under management, we discuss:When should someone like us, balancing active and passive income sources, consider making the leap to fully passive investing?What are the real benefits and potential pitfalls of entrusting our hard-earned investments to management companies with varied investment focuses?And, in the face of today's high inflation and interest rate environment, how should we be adapting our investment strategies?This episode is more than just a discussion; it's about finding practical answers to the questions we, as investors, face every day. If you're navigating the complexities of active and passive investing, this episode could be a game-changer for you. Listen in at: https://youtu.be/LzeepCqdSpk#RealEstateInvesting #WealthGrowth #TexasMarket #InvestmentStrategy #Podcast #FinancialInsights #AccreditedInvestors #StallionCapital #GrowYourCashflow// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on YouTube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Vincent Balagia, the Founder and CEO of Stallion Capital Management, stands out as a seasoned leader in the realm of real estate investment. Since establishing Stallion Funding, the predecessor to Stallion Capital, in 2007, Balagia has dedicated himself to carving out a niche in the commercial lending markets, focusing particularly on Texas-based real estate loans. His primary mission is to offer investors not only attractive rates of return but also a substantial level of downside protection. This focus on both growth and security reflects his commitment to providing value and trust to his investor partners.Vincent Balagia helms Stallion Capital Management with a keen focus on lucrative Texas real estate investments. His creation, The Stallion Texas Real Estate Fund, emphasizes diversification across major Texas metros in commercial and residential real estate. Balagia champions integrity and investor-first strategies, ensuring transparency and trust. His innovative approach makes high-caliber real estate investments accessible, surpassing traditional barriers of high investment thresholds.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/LzeepCqdSpk- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Vincent Balagial: https://www.linkedin.com/in/vincentbalagia/- Learn more about Stallion Capital Management: https://stallioncap.com/// Key Time Stamps & Topics========================00:00: Intro03:49: Vincent Balagia emphasizes aligning investment decisions with personal values.06:42: The educational role of his podcast in guiding investors toward passive income.10:45: Vincent provides insights into real estate debt funds, especially in the Texas market.13:58: Pascal shares challenges in managing active real estate investments, particularly Airbnb.17:52: Vincent touches on pricing and maintenance complexities in property management.21:35: Outsourcing property management's benefits and drawbacks.24:48: Vincent discusses strategic decision-making in property management.28:10: Transitioning from active management to passive investment strategies.31:27: Vincent talks about the necessity of risk assessment in investment decisions.35:09: Discussion on adapting investment strategies to market changes.38:49: Vincent highlights understanding different fund risks.42:22: Insights on balancing high returns with risk management.45:56: Vincent advises on managing real estate funds in varying economic conditions.52:47: Vincent stresses aligning business practices with personal and life goals

Pretty much every fund manager I’ve spoken with not only manages their own fund, but also invests passively with other operators outside of their expertise. In this eye-opening episode on the Grow Your Cashflow Podcast, Andrew Campbell, Managing Partner at Wildhorn Capital, not only shares the strategy behind his $800M Fund investing in central Texas but also…The nuances of navigating different investments based on your goals, How to find the right people to invest with,And how to make informed decisions amidst economic changes. Andrew's insights are not just theories; they are hard-earned lessons from the front lines of investing hundreds of millions of dollars, offering a rare glimpse into the mind of a successful investor.If you’re evaluating different places to invest and you want to learn more, you can listen to the full episode here: https://youtu.be/1lZWwXL-0Oo#podcast #money #investing #economy #privateinvestment #funds #syndications #investments #alternativeinvestments ‍‍‍‍// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Andrew Campbell, the Managing Partner at Wildhorn Capital, leads the Austin, Texas-based real estate private equity firm. Renowned for focusing on residential value-add and ground-up development in Central Texas, Wildhorn Capital seeks to provide risk-adjusted returns through expert property investment and development strategies.Boasting an impressive portfolio with $800 million in assets under management, Wildhorn Capital has raised $80 million across 17 funds, demonstrating a strong track record in investor distributions. Andrew, with his extensive experience in making 20 Limited Partner investments, offers a deep understanding of investor needs. For those interested in partnership, the firm is currently welcoming new investors, with a minimum investment requirement of $100,000.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/1lZWwXL-0Oo- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Andrew Campbell: https://www.linkedin.com/in/andrew-campbell-3745a41/- Learn more about Wildhorn Capital: https://wildhorncap.com/// Key Time Stamps & Topics========================00:00 - Introductory focus on real estate LP investments.00:42 - Pascal Wagner introduces the podcast's goals and target audience.01:34 - Andrew outlines his journey in real estate and Wildhorn Capital's specialization in multifamily and built-to-rent properties.02:15 - A dive into the varied strategies of fund managers and real estate operators.03:15 - Andrew discusses his preference for multifamily units and built-to-rent properties, emphasizing market stability.06:45 - Comparison of managing vertical apartment buildings versus horizontal rental housing.09:15 - Wildhorn Capital's strategies for attracting and maintaining investor relationships.11:00 - Overview of the typical investor profile in Wildhorn Capital's funds.14:45 - Discussion on Wildhorn Capital's distinct investment strategy and regional expertise.17:15 - Andrew shares his journey from a passive LP investor to an active GP, along with key learnings.20:00 - Exploring the balance between active and passive investment strategies.23:15 - Impact of inflation and economic changes on real estate investment decisions.27:00 - Wildhorn Capital's criteria for selecting investment opportunities.30:45 - Reflecting on past investment experiences and their influence.34:00 - How investor attitudes and experiences have evolved over time.38:15 - The stability of residential housing investments under different economic conditions.42:30 - Insights into investing in different real estate classes.45:45 - Strategies and outlook for investing in class A versus lower-class properties.46:45 - Final thoughts from Andrew and how to connect with Wildhorn Capital.

“Buying low is never comfortable, it’s never pleasant, but this is what it feels like”Let's get real—you didn't accumulate significant wealth by playing it safe or being content with the status quo. In this episode of the Grow Your Cashflow Podcast, I interviewed Craig Berger, CEO of Avid Realty Partners, the driving force behind Avid Realty Partners, a firm with an impressive $400 million under management and a staggering 37% Internal Rate of Return (IRR) to understand how he has been able to build such an incredible track record, so that we can do the same. In this episode you’ll learn:How to get over the mental hurdle of buying when the market is downLearn the playbook Craig's team uses to find opportunities that aren't publicly listed.The 2 unconventual ways to understand the risks & financial stability of a city you’re investing inAnd so much more!🔗 Action Steps:Deep Dive into the Episode: For a detailed understanding, listen to the full episode here: https://youtu.be/uUmaUbFBPsAExplore Investment Opportunities: To explore the unique investment opportunities join our email: https://hubs.ly/Q023z8mg0#podcast #money #investing #economy #privateinvestment #funds #syndications #investments #alternativeinvestments ‍‍‍‍// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Craig Berger is the Founder & CEO at Avid Realty Partners, an investment firm headquartered in New York, New York. They specialize in multifamily apartments, industrial, and net lease assets across the United States. Their strategy revolves around investing in value-add, core, and core+ multifamily assets, primarily in the sunbelt area of the U.S., but they are open to deals across most of the country. Founded in 2015, Avid Realty Partners has raised over $175 million and manages assets totaling $400 million. Although they haven't launched distinct funds, they have successfully completed at least one full syndication cycle and have made distributions to investors. If you're interested in participating in their investment opportunities, the minimum check size is $250,000 for new investors.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0 - Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/uUmaUbFBPsA- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Craig Berger on Linkedin: https://www.linkedin.com/in/craig-berger1- Learn more about Avid Realty Partners: https://avidrealtypartners.com/// Key Time Stamps & Topics========================00:00 - Introduction to the Podcast01:20 - Introducing Craig Berger, founder and CEO of Avid Realty Partners02:54 - Economic Indicators and Their Impact. Craig discusses how current economic indicators like federal reserve interest rates are affecting traditional investments and private placements.03:25 - Craig Berger: Investment Timing and Cycle. Craig emphasizes the cyclical nature of investments and states that it's a good time to invest in multifamily properties due to lowered prices.05:56 - Craig shares insights from his 12-year experience on Wall Street about how everything is cyclical and how to assess the right time to invest.07:10 - Craig provides criteria for what makes a great real estate deal and touches on the impact of interest rates on investment decisions.07:41 - Craig on Future Interest Rates08:16 - Investors are now looking past the current rate hike cycle.09:18 - Craig talks about the challenges and skills required in operating multifamily real estate.10:07 - Continual learning and adaptation are crucial in this space.10:28 - Craig discusses the importance of tracking data like inflation, CPI, PPI, and federal debt.11:26 - Opines that inflation issues are mostly resolved.12:16 - Craig highlights the ballooning U.S. debt to GDP ratio as an indicator of future interest rate trends.12:39 - Craig advocates for investing in hard assets as an inflation hedge.13:07 - Craig's experience as a sell-side equities analyst and its impact on his investment strategies 15:00 - Craig discusses the federal balance sheet and its implications on investing in hard assets16:00 - Craig’s investment thesis and how it affects his investment decisions18:30 - Craig acknowledges the mistakes he has made and emphasizes the importance of humility and learning19:30 - Craig's rationale for specializing in multifamily real estate and his choice of markets20:30 - Compares investing in growth markets versus more stagnant ones, explaining the criteria for choosing either. Discusses the importance of selecting markets based on population growth, rent growth, and potential for a good exit cap rate. Highlights rules of thumb for quickly sifting through opportunit...