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.

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Chapters:

00:00 – Introduction to a Different Style Episode

01:10 – Guest Introduction: Who is Jeremy Roll?

02:06 – Jeremy’s Journey into Passive Investing

03:50 – Portfolio Breakdown: Asset Class Diversity

05:36 – The Shift from Syndications to Funds

06:48 – Unexpected Risks in Various Asset Classes

09:18 – Intentional Investment Strategies Over Time

11:54 – The Quest for Predictability in Cash Flow

14:25 – Understanding Different Asset Class Dynamics

15:52 – The Debate on Economic Trends

17:34 – Why Jeremy is Cautious & On the Sidelines

21:00 – Navigating Unique Real Estate Deals

25:15 – Exploring Tax Abatement in Real Estate

30:24 – The Role of Debt vs. Equity Funds

33:13 – Lessons Learned from Past Investments

39:57 – What Makes a Successful Passive Investor

43:04 – Strategies for Liquidity and Market Timing

45:36 – Resources for Further Tracking Economic Data

52:57 – Due Diligence Tips for LPs

55:08 – Surprising Trends as an LP Over the Years

56:30 – Final Thoughts and Taking Action