🎙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.
In 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 Whether you’re a seasoned financial advisor or a curious investor, this episode is packed with insights to help you leverage passive investments to achieve financial freedom. Tune in and discover new ways to make your money work for you! 🔔 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.
Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest 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
Are 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: Common red flags in real estate syndication deals 🚩 What every limited partner should know Essential questions to ask syndicators How to safeguard your investment Avoiding mistakes as a passive investor 👉 Subscribe for more episodes on real estate investing, financial growth, and building passive income. Join us to stay informed and make smarter investment decisions! 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
In 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 remain an active investor vs. when to consider going passive The advantages of leveraging an underwriting career for smarter investments Building a diversified commercial portfolio with minimal management Key insights into real estate syndications, REITs, and other passive investment opportunities Whether you're looking to scale your portfolio or seeking more freedom through passive investing, this episode offers valuable advice on making the right choices at the right time. Unlock the secrets to passive income and start your journey to financial freedom today! 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
In this episode, we're joined by passive investing expert Jim Pfeifer to explore the evolving landscape of passive income strategies in 2024. Whether you're a seasoned investor or just getting started, Jim provides valuable insights on the current trends, opportunities, and challenges in today’s market. We dive into the rise of real estate syndications, alternative assets, and strategies for building a diversified portfolio without the need for constant oversight. Jim also shares actionable tips on minimizing risk while maximizing returns. If financial freedom is your goal, this episode is packed with everything you need to know about succeeding in passive investing this year! What You’ll Learn: The latest trends in passive investing for 2024 Top opportunities in real estate and alternative assets Strategies for diversifying and growing your portfolio Expert advice for risk management in volatile markets Tune in for a deep dive into financial freedom through passive investing! Follow the Podcast: Subscribe to stay updated with more expert insights! Leave a rating and review to help others find this valuable content.
In this podcast, Jim Pfeifer, J Scott, and Paul Shannon walk you through the essential steps to analyze a syndication deal. Whether you're a beginner or looking to sharpen your investment skills, this guide provides key insights into evaluating syndication opportunities. Jim, J and Paul break down the process, explain critical metrics, and share their expert tips to help you make informed decisions. Key Topics Covered: What is a syndication deal? How to evaluate real estate syndications Key metrics to analyze syndication deals Questions to ask before investing Tips for successful syndication investing If you're interested in passive income, real estate syndications, or learning how to evaluate deals like a pro, this beginner-friendly guide is perfect for you.
In this podcast episode, Brian Burke takes a deep dive into the world of capital calls, breaking down the key concepts and answering all your pressing questions. Whether you’re an experienced investor or just starting out, Brian simplifies how capital calls work and explains their impact on your investment strategy. Tune in to gain expert insights and actionable tips that will help you confidently navigate the complexities of capital calls in real estate and beyond. Don't miss this valuable discussion!
How to Vet an Operator | Hosted by Jim Pfeifer and Co-Hosts: Mauricio Rauld and Jeremy Roll In this episode, Jim Pfeifer uncovers the critical steps to vetting an operator before making passive investments. Whether you're a seasoned investor or just starting, Jim offers invaluable advice on: Key questions to ask operators before committing Assessing an operator’s track record and communication style Spotting red flags and minimizing risk Aligning your investment goals with the right operators Conducting thorough due diligence to safeguard your investments If you're serious about making smarter, more informed investment decisions, this episode will give you the tools you need to confidently evaluate and select the right operator for your financial success. Tune in for practical tips that can make all the difference in your passive investing journey! Don't forget to subscribe and leave a review if you find this episode helpful.
Looking to succeed in real estate investing? In this podcast episode, host Jim Pfeifer and guest Kathy Fettke, a seasoned real estate investor and expert, shares his top proven strategies to help you achieve long-term success in the competitive world of real estate. Whether you're just starting or already have experience, these expert tips will guide you on the path to becoming a successful real estate investor. In this episode, Jim covers: How to get started with real estate investing Key strategies for building wealth and growing your portfolio Common pitfalls to avoid for new investors Best practices for managing rental properties and house flips Long-term investment strategies for sustainable financial success Join Jim Pfeifer as he breaks down these strategies and provides actionable insights for anyone looking to thrive in passive real estate investing.
Welcome 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.
Welcome to a special episode of Passive Investing from Left Field! In this episode, we’re thrilled to announce a groundbreaking partnership between Left Field Investors and Bigger Pockets, resulting in the creation of Passive Pockets. Join us as the founders reflect on our journey, discuss the benefits of this new chapter, and share how this merger will elevate our community to new heights. Don’t miss this deep dive into the future of passive investing! Key Points From The Episode: Left Field Investors is merging with Bigger Pockets to form Passive Pockets, a new community dedicated to passive investing. The merger aims to combine resources, enhance educational tools, and expand the community's reach while maintaining its core culture. The founders discuss the alignment of missions between Left Field Investors and Bigger Pockets, focusing on education and community. The new platform, Passive Pockets, will offer enhanced resources and support, ensuring the continued growth and success of the community. Timestamps: (02:32) The mission of passive pockets (04:44) Accelerating through joining together (08:24) Maintaining LFI culture (10:00) Partnering with bigger pockets will help the community (12:53) LFI through the years (15:09) How LFI helps members invest (17:33) Being part of LFI through the years (22:23) Did LFI accomplish what they set out to do? (24:18) Why is community so important? (27:26) Best memory of LFI (31:33) One thing that is preserved as they move to Passive pockets (25:08) What will we get out of the merge (39:16) Final thoughts Resources Mentioned: Contact us at: jimpfeifer@biggerpockets.com Advertising Partners: Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh https://www.leftfieldinvestors.com/books/
Joe Fairless and the Best Ever Conference team would like to invite you to BEC2025 and have provided a discount for Passive Investing from Left Field Listeners. Please enter "LFI25" at checkout for a discounted price of $795. You can register at this link: https://besteverconference.regfox.com/bec-2025 In this episode of Passive Investing from Leftfield, we're thrilled to have Joe Fairless, co-founder of Ashcroft Capital, join us. Joe shares his incredible journey from the advertising world to real estate investing, managing over $2.7 billion in assets. Tune in as we discuss navigating market challenges, the importance of vertical integration, and the future of apartment investments. Don't miss Joe's valuable insights and advice for both new and seasoned investors! Now Next and How to Take Advantage in Multifamily by Joe Fairless PDF: https://drive.google.com/file/d/1bhYwz9Bngnl-09f6gOIV7ukgebdxRwT0/view?usp=sharing About Joe Fairless Joe Fairless is the Co-founder of Ashcroft Capital, managing over $2.7 billion in assets. Beyond his role at Ashcroft, Joe created the "Best Real Estate Investing Advice Ever Show," the longest-running daily real estate podcast globally, boasting over 500,000 monthly downloads. Joe is a proud Texas Tech Alumni Advisor Board member for the College of Media and Communication and has been honored as an Outstanding Alumni at Texas Tech University, where he also served as an Adjunct Professor. He actively contributes as a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been inducted into the Junior Achievement’s Free Enterprise Society. Joe also volunteers at Crossroads Hospice and was named Multifamily Investor of the Year by Think Realty Magazine. Together with his wife, Joe founded Best Ever Causes, supporting 69 non-profits over the past 65 months. Here are some power takeaways from today’s conversation: 01:55 His journey 09:53 Transitioning into multifamily 15:20 “Best Ever” 17:15 Becoming vertically integrated in Ashcroft 19:55 Why is he focusing on certain markets 24:25 Navigating market problems 30:06 Capital call process 37:58 Lessons learned from capital calls 45:22 How LPs should view operators who have had some trouble 48:15 Podcast Recommendations 48:25 Contact Joe This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Podcast Recommendations: Jim Rome- https://www.youtube.com/channel/UCTwARLMzm9weYBOqR3LS1jw Resources Mentioned: Contact the guest: Social Media LinkedIn https://www.linkedin.com/in/joefairless/ Website: https://ashcroftcapital.com/ Advertising Partners: Midloch: https://midloch.com/ Left Field Investors: https://www.leftfieldinvestors.com/ Rust Belt Capital https://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh https://www.leftfieldinvestors.com/books/
In this episode, we dive deep into the world of AI, startups, and venture capital with none other than Steven Hoffman, also known as Captain Hoff. As the CEO of Founders Space and a veteran of Silicon Valley, Steve shares his insights on the future of AI, how to navigate the startup ecosystem, and the best strategies for investing in the next big thing. Whether you're an investor, entrepreneur, or just curious about the future, this episode is packed with valuable insights you won't want to miss! About Steve Hoffman Steve Hoffman, known as Captain Hoff, is the Chairman & CEO of Founders Space, a global venture builder with over 50 partners in 22 countries. A seasoned entrepreneur and venture investor, Hoffman has founded multiple startups, authored several award-winning books, and played a pivotal role in the Producers Guild of America and the Academy of Television's Interactive Media Group. He pioneered interactive television with Spiderdance and led mobile game development at Infospace. Hoffman's Founders Space is recognized as a top startup hub, where he has trained hundreds of founders and consulted for major corporations worldwide. He holds degrees in computer engineering and film and television, and while based in California, he frequently travels globally to engage with startups and innovators. Here are some power takeaways from today’s conversation: 02:05 His background 03:24 Start-up terminology 05:37 The ultimate goal 07:04 Success rate of the startup companies 08:46 Who qualifies? 16:55 AGI 21:04 Will AI take over the world in the future? 27:42 What AI startups are worth investing in? 31:23 How the smaller AI startups can stay ahead of the big guys 33:45 Finding the right start up companies to invest in 37:27 How investors can find venture funds 39:07 How does blockchain interact with AI? 40:45 Podcast recommendations This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: Podcast Recommendations:Business Wars Podcast- https://wondery.com/shows/business-wars/Founder's Space Podcast- https://www.foundersspace.com/podcast/ Resources Mentioned: Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/foundersspace/ Facebook https://www.facebook.com/groups/foundersspace Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
Join us for a replay of this insightful episode as we sit down with Russell Gray, financial strategist and co-host of The Real Estate Guys Radio Show. Russell shares his journey from real estate to syndications, offers invaluable lessons from economic history, and provides strategies for navigating today's financial landscape. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice to help you achieve financial freedom. Don't miss out on this wealth of knowledge! About Russell Gray Co-Host of The Real Estate Guys Radio Show; co-Founder of the Syndication Mentoring Club; founder of the Main Street Investor Mentoring Club; partner with Ken McElroy, George Gammon, Jason Hartman, and Robert Helms in the Collective Inner Circle Master Mind; co-author Equity Happens; regular contributor to Mike Maloney's Gold Silver Show; financial and business strategist; champion of American liberty. Here are some power takeaways from today’s conversation: 01:38 His real estate journey 14:38 The great reset 39:06 Should you focus on income rather than appreciation? 47:02 Advice to LPs to analyze deals and buy the correct one instead of the hyped deal 53:51 Podcast recommendation 56:00 Contact Russell 56:33 Thank you This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Resources Mentioned: LinkedInhttps://www.linkedin.com/in/russellwgray/ Podcast Recommendations: The Woj Pod: https://podcasts.apple.com/us/podcast/nuggets-coach-michael-malone/id1470466331?i=1000600562916The Rebel Capitalist Show: https://podcasts.apple.com/mt/podcast/the-rebel-capitalist-show/id1492584441Ken McElroy Real Estate Strategies: https://podcasts.apple.com/us/podcast/ken-mcelroy-real-estate-strategies/id1465180254 Advertising Partners: Left Field Investors:https://www.leftfieldinvestors.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
Join us on the Passive Investing from Left Field podcast as we dive deep into the world of real estate investing with our special guest, Mike Zlotnik, also known as Big Mike. In this episode, we explore the current distressed real estate market, strategies for passive investors, and how to navigate the challenges of today's high-interest environment. Don't miss Big Mike's valuable insights and advice for making smart investment decisions in 2024! About Mike Zlotnik Mike, the current CEO of TF Management Group LLC, has been a real estate fund manager since 2009. A retired software executive, he began investing in real estate in 2000 and now manages various real estate funds, including multiple growth and income-focused funds. Known as "Big Mike" in real estate circles due to his stature, he is more renowned for his personal integrity and keen understanding of the financial aspects of successful real estate investing. A former political refugee from the USSR, Mike is now an American citizen and a patriot, residing in Brooklyn, NY, with his wife and four children. He holds a Bachelor’s degree in Mathematics from Binghamton University and is an active member of several real estate and investor mastermind groups such as Collective Genius, Freedom Founders, Venture Alliance, and CA Investors (Private). Mike is also the author of "How to Choose a Smart Real Estate Investment Fund," available on Amazon, and hosts the "Big Mike Fund" podcast, accessible at BigMikeFund.com or on iTunes. Here are some power takeaways from today’s conversation: 02:05 His background 05:59 What he uses from the past to invest today 10:10 When to invest? 16:47 His investment cycle process 23:04 Conversion asset class 26:38 Advice to LP investors 34:54 Podcast Recommendation36:00 Contact Mike This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Podcast Recommendations:Freedom Founders David Phelps - https://www.freedomfounders.com/ Resources Mentioned: Contact the guest:Social MediaJoin his fund: https://bigmikefund.com/LinkedIn /mzlotnikYouTube @tfmanagementgroupllc123Facebook zlotnikm Advertising Partners: Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
Join us as we sit down with real estate expert Annie Dickerson, co-founder of Good Egg Investments, to discuss the transformative power of passive income and life by design. Annie shares her journey from teaching to mastering real estate syndications, offering invaluable insights on empowering women in investing, effective communication with investors, and the importance of thorough due diligence. Don't miss this inspiring conversation! About Annie Dickerson Annie Dickerson, a real estate investing expert with over a decade of experience, has garnered acclaim as the Real Estate Investor of the Year by the Motley Fool. Alongside her partner Julie Lam, she co-founded Goodegg Investments, recognized as the Best Real Estate Syndication Company in North America by Build Magazine. Their firm has facilitated over $1.4 billion in commercial real estate investments, impacting countless investors nationwide. Annie and Julie are renowned authors, hosts of the Life & Money Show podcast, and architects of the esteemed Real Estate Accelerator mentorship program, guiding individuals in raising private capital for their real estate ventures. Here are some power takeaways from today’s conversation: 01;45 Her journey 07:41 Is she active or passive? 14:38 Life by Design 17:27 Good Egg Investments 19:28 Barriers when starting a real estate journey 30:24 Good Egg- Vetting and operating 34:00 The current market38:38 Capital calls 45:10 Podcast recommendations 46:42 Contact Annie This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Podcast Recommendations:Arm Chair expert with Dax Shephard: https://armchairexpertpod.com/ Resources Mentioned: Contact the guest:Social MediaSpecial Audience Giveaway:Passive Real Estate Investing 101 - http://passiveinvesting101.com/YouTube https://www.youtube.com/c/GoodeggInvestmentsFacebook https://www.facebook.com/goodegginvestmentsInstagram https://www.instagram.com/goodegginvestmentsPodcast: Life and Money Podcast: https://podcasts.apple.com/us/podcast/life-and-money-show/id1493486187 Advertising Partners: Midloch:https://midloch.com/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now! About Tom Dunkel Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals. Here are some power takeaways from today’s conversation: 01:37 his background 09:07 Benefits of commercial real estate vs others 14:22 The self-storage market 17:13 The S.A.F.E. Method 26:18 How LPs can avoid mistakes 31:24 Where they are located 33:30 Podcast Recommendation 34:22 Contact Tom This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Podcast Recommendations:Cashflow connections: https://cashflowconnections.com/podcast/ Resources Mentioned: Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/tomdunkel/Facebook https://www.facebook.com/tom.dunkel Advertising Partners: Midloch:https://midloch.com/ Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
Join us on Passive Investing from Left Field as we chat with Adam Jason, the entrepreneurial force behind Green Coffee Company. Discover how Adam transitioned from a corporate lawyer to a coffee industry innovator in Colombia, turning coffee byproducts into profitable ventures and aiming for a 5x return on investments. Don't miss this insightful episode on sustainable coffee practices, the challenges of operating in Latin America, and the future of the coffee industry. Subscribe and hit the bell icon to stay updated! About Adam Jason Adam Jason is a Partner of Legacy Group. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson & Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion. Here are some power takeaways from today’s conversation: 01:42 His journey 06:07 How they vary from the norm in their industry 08:36 What have they done differently than big companies that helped them succeed? 12:00 Operating in Latin America as a US-based company 14:07 Small farm scaling up 15:31 Weathering inflation 18:27 Mistakes passive investors make in their asset class21:27 Coffee is a recession-free product 22:42 Underwriting his deals 26:05 Biggest risk with this asset class 28:55 Where is the product located? 32:10 Podcast Recommendations 33:08 Contact Adam This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Podcast Recommendations:All in Podcast: https://www.allinpodcast.co/ Resources Mentioned: Contact the guest:Social MediaLinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/YouTube: https://www.youtube.com/@legacygroup9109/featuredGreen Coffee Company Products only available in the US: https://www.greencoffeecompany.com/ Advertising Partners: Midloch:https://midloch.com/ Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/
Join us in this episode of Passive Investing from Left Field as we sit down with franchise expert Kim Daly. Kim shares her incredible journey from answering a classified ad to becoming one of the top franchise consultants in the industry. Discover how franchising can be a powerful tool for building wealth and achieving financial freedom. Whether you're a seasoned investor or just starting out, Kim's insights on selecting the right franchise and managing it effectively are invaluable. Tune in and learn how to make franchising work for you! About Kim Daly For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one ofAmerica’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire. Here are some power takeaways from today’s conversation: 02:04 Her journey to franchising 03:11 How has franchising changed over the last 20 years 04:41 A "want based" business 06:45 Why do LPs like franchising? 09:56 Typical rate of failure with franchises 13:06 Common characteristics of a successful franchise 14:23 How to vet a franchise?20:38 Deciding on an industry to franchise 24:56 Passive franchise opportunities 28:30 new franchise opportunities 32:19 Do the interest rates affect franchises? 36:20 What is the exit of a franchise? 41:24 Podcast Recommendation 42:44 Contact Kim This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting. Podcast Recommendations:Money Ripples Podcast: https://moneyripples.com/podcast/Wealth without Wall Street: https://www.wealthwithoutwallstreet.com/Mind Valley App: https://www.mindvalley.com/apps Resources Mentioned: Contact the guest:LinkedIn: https://www.linkedin.com/in/dalykim/Instagram: https://www.instagram.com/thedalycoach/ Kim's Podcast: https://www.thedaily.coach/ Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/