x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

PassivePockets: The Passive Real Estate Investing Show

PassivePockets, Jim Pfeifer, and Left Field Investors

Welcome to PassivePockets: The Passive Real Estate Investing Show presented by Equity Trust– your go-to podcast for building and protecting wealth through smart, passive real estate investments. Hosted by Jim Pfeifer, this podcast is designed for investors who want to grow without the grind. Each episode features expert interviews with seasoned LPs (Limited Partners) and GPs (General Partners) who share their insights, experiences, and practical advice.

business investing

All Episodes

39:18

From Pizza Shop to $100M+ Multifamily w/ Gino Barbaro

PassivePockets: The Passive Real Estate Investing Show ·

2025/10/28

Host Paul Shannon sits down with Gino (of Jake & Gino) to trace the path from family pizza shop to operating ~1,900 units with no outside equity. Gino breaks down why they paused syndications after 2019, how “PPU—profit per unit” drives their buy/hold decisions, and the exact LP diligence framework he wishes he’d had before losing money as a passive. They dig into today’s tighter credit, catching-a-falling-knife rent/occupancy dynamics, and why longer debt runways and operator fit matter more than

en-us

36:23

LP Protection 101 with Ryan Duff

PassivePockets: The Passive Real Estate Investing Show ·

2025/10/21

Paul Shannon sits down with lender-turned-operator Ryan Duff to unpack how lenders really size risk and how LPs can use the same lens. Ryan financed ~$4B+ across cycles before launching Seaport, and he explains why trailing 3–6 month economic occupancy (physical vacancy + concessions + loss-to-lease) tells you more than any glossy OM. Join us to dive into debt yield, DSCR reality vs. pitch decks, the broker-driven “falsified inputs” fiasco and subsequent lender cleanup, and why he prioritizes local,

en-us

53:24

LP Safety 101: Mauricio Rauld on SEC Compliance for LPs

PassivePockets: The Passive Real Estate Investing Show ·

2025/10/14

Host Chris Lopez and Paul Shannon talks with securities attorney Mauricio Rauld about the compliance landmines that trip up syndicators and how LPs can protect themselves. Mauricio shares why he exited his law firm to focus on education and “in-between” guidance (before the PPM), what an SEC lawyer actually does, and the real differences between 506(b) and 506(c). They cover LP recourse (rescission), how to diligence sponsors and structures (co-GPs, capital raisers, funds-of-funds), why “investment

en-us

32:39

Peter Kim's Recession Setup: Asset Classes To Watch

PassivePockets: The Passive Real Estate Investing Show ·

2025/10/07

Host Chris Lopez sits down with Peter, an anesthesiologist who became an LP and then a GP, to unpack the career jolt that pushed him into real estate and the systems he built to bring more transparency and advocacy to LPs through Ascent Equity Group. Peter shares his first $5k crowdfunding check (and that unforgettable $47 distribution), lessons from launching in the tough 2021 vintage, and how his team handled rate/insurance shocks, lender work-outs, and communication when things got bumpy. We also

en-us

49:30

Rate Cuts and LP Accountability: Pulse Check

PassivePockets: The Passive Real Estate Investing Show ·

2025/09/30

Chris Lopez is joined by co-hosts Jim Pfeifer and Paul Shannon for the September PassivePockets Pulse Check, our monthly roundup of what’s moving passive real estate, the shifts we’re making in our own portfolios, and what we expect next.We unpack the Fed’s recent 25 bps cut (what actually changes for fixed vs. floating debt), why many LPs are rotating toward private credit, and the rules-of-thumb we’re using right now for debt funds, multifamily, and development. Paul opens the hood on a heavy

en-us

49:02

Solo 401(k) Made Simple: Bigger Limits, Fewer Gotchas

PassivePockets: The Passive Real Estate Investing Show ·

2025/09/23

Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qualifies, how to stack contributions up to $70k/$77.5k/$81,250 (2025 limits) and use the “mega backdoor” to Roth, and why Solo 401(k)s can avoid UBIT on debt-financed syndications when IRAs often can’t. They get tactical on plan design- one bank account with clean source tracking, blending traditional + Roth into a single subscription (and later in-plan

en-us

40:44

Matt Faircloth: Why He’s Adding Hotels (9% Caps), 11%...

PassivePockets: The Passive Real Estate Investing Show ·

2025/09/16

Host Chris Lopez sits down with Matt Faircloth, author of Raising Private Capital and co-founder of DeRosa Group, to talk hotels, multifamily, and building cash flow today while creating upside for tomorrow.Matt breaks down why he is adding branded hotels to complement multifamily, how a 9 cap can deliver day one cash flow, and what the real risks are. He also shares simple paths for 1031 sellers to go passive without sacrificing tax advantages. You will hear real numbers from his 96 key

en-us

48:46

Dan Handford: Debt Funds, Reg A Access, and Lessons...

PassivePockets: The Passive Real Estate Investing Show ·

2025/09/09

From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of

en-us

44:55

Investors Are Pivoting: Industrial’s Edge Over...

PassivePockets: The Passive Real Estate Investing Show ·

2025/09/02

Industrial syndicator Joel Friedland joins Paul Shannon to share 40 years of Chicago lessons and why he now buys with little to no debt. They break down a debt-light playbook, how that changes capital raises and returns, and the investor profile that prefers sleep-at-night income. Joel also details his off-market system, what makes a “perfect” small-bay building, and how he creates liquidity and plans succession.Key Takeaways: Debt-light strategy: target 0 to 30 percent LTV, current portfolio

en-us

54:51

Tokenized Real Estate for LPs: Liquidity, Lower...

PassivePockets: The Passive Real Estate Investing Show ·

2025/08/26

Can blockchain make private real estate more accessible? Paul Shannon speaks with Larry Kalis and Tyler Vinson about tokenization for LPs. They cover TRIFs from American Digital Realty, how RE Tokens enables secondary trading after a one year lockup, and what changes for custody, liquidity, and tax reporting. If you know syndications but are new to tokenized assets, this is a simple, practical breakdown.Key Takeaways: What tokenization means for LPs, a digital wrapper of your fund or deal

en-us

49:57

Pulse Check: 2025 Updates, Latest Trends & Real Talk...

PassivePockets: The Passive Real Estate Investing Show ·

2025/08/19

How do serious LPs sharpen due diligence, avoid shiny objects, and stay liquid enough to pounce? In this PassivePockets Pulse Check kickoff, Jim Pfeifer and Paul Shannon welcome new co-host Chris Lopez to go behind the scenes on community-powered due diligence, share their written investing theses, and walk through real deals they’ve funded, across equity and debt, plus the wins, misses, and lessons that are guiding allocations right now.You’ll hear why sponsors and deals must be vetted on

en-us

34:27

Bob Fraser: This Is Where Billionaires Will Invest in...

PassivePockets: The Passive Real Estate Investing Show ·

2025/08/12

What do billionaires know about investing that the average person doesn’t? In this episode, Paul Shannon sits down with economist, fund manager, and author Bob Fraser, author of Invest Like a Billionaire, to unpack the strategies, asset allocations, and decision-making frameworks of the ultra-wealthy.Bob explains why billionaires aren’t chasing “hot” trends, they’re looking for asymmetric risk-reward opportunities and sectors that offer long-term compounding. He shares how they think about

en-us

35:06

Low Equity Splits, IO Loans, and Risky Returns | Dig...

PassivePockets: The Passive Real Estate Investing Show ·

2025/08/05

We’re back with another episode of Dig In or Delete, where Jim Pfeifer and Paul Shannon react to real investment pitches from their inbox and decide whether each one is worth a deeper look or should be deleted on the spot. This week’s lineup includes a six-property self-storage deal in Arkansas, a triple-net Starbucks opportunity with a 4.5% cap, and a cash-out refinance pitch for a 68-unit apartment building. Jim and Paul break down the good, the bad, and the questionable, offering LP investors

en-us

67:11

Deal Review: Andy Weiner from Rockstep Capital & the...

PassivePockets: The Passive Real Estate Investing Show ·

2025/07/29

How should LPs evaluate retail real estate deals, especially when the strategy involves stabilized shopping centers and low leverage? In this episode, Paul Shannon is joined by Andy Weiner of RockStep Capital to walk through a real-life deal and answer questions from a panel of passive investors including expert LPs Pascal Wagner and Adam Cranmer. Andy lays out his firm’s “hometown market” strategy, targeting power centers and neighborhood retail with national tenants in overlooked metros. He

en-us

54:32

Scott Trench on FIRE, Flow, and Why He Prefers Real...

PassivePockets: The Passive Real Estate Investing Show ·

2025/07/22

What’s better: FIRE or “flow”? Owning rentals or investing in syndications? Jim Pfeifer and Scott Trench (former CEO of BiggerPockets) go head-to-head in a friendly but fiery debate about cash flow, control, diversification, and what financial freedom really looks like.Scott explains why, even as a FIRE advocate, he can’t bring himself to follow the traditional 4% withdrawal rule—and why most retirees don’t either. He shares the logic behind his personal portfolio strategy, which includes mostly

en-us

46:33

Brian Burke’s Bold Shift: From Multifamily to...

PassivePockets: The Passive Real Estate Investing Show ·

2025/07/15

What happens when a well-known multifamily operator shifts focus to a completely different asset class? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor and Praxis Capital founder Brian Burke to explore his pivot into assisted living, memory care, and skilled nursing facilities.Brian shares why he's stepped away from multifamily, for now, and what signals led him to target the senior housing sector. He explains why this niche is coming out of a bottom, how it

en-us

43:40

The Capital Stack Is Cracking: Eric Sussman on What...

PassivePockets: The Passive Real Estate Investing Show ·

2025/07/08

What do experienced real estate investors do when deals don’t pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior.Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how

en-us

44:36

Active vs. Passive Real Estate: Chris Lopez’s...

PassivePockets: The Passive Real Estate Investing Show ·

2025/07/01

Join the Active to Passive Cohort (Starts July 28):https://get.biggerpockets.com/active-to-passive-investing/ Passive Pockets members save $100! Find your promo code here: https://passivepockets.com/forums-listing/discussion/5-week-cohort-starts-7-28-active-to-passive-portfolio-transformation-cohort/ Contact Chris Lopez: chrislopez@biggerpockets.com Is your real estate portfolio truly aligned with your goals or is it just what you've accumulated over time? Chris Lopez, investor,

en-us

45:28

Dig In or Delete | Are Sponsors Overpromising Again?

PassivePockets: The Passive Real Estate Investing Show ·

2025/06/24

Real estate deal flow is back but is it better? With inboxes full of syndications boasting high returns and “rare” opportunities, passive investors are under more pressure than ever to separate substance from spin. In this episode of Dig In or Delete, Jim Pfeifer and Paul Shannon return to scrutinize real deals sent straight to their inboxes, highlighting red flags, potential gems, and everything in between.From a 9-unit Seattle multifamily deal with fuzzy cap rate math to a BJ’s Brewhouse

en-us

45:32

Mobile Home Parks 2025: Value, Risk, and the End of...

PassivePockets: The Passive Real Estate Investing Show ·

2025/06/17

Investing in mobile home parks can rebuild your real estate empire efficiently after economic setbacks. How do you navigate this sector to ensure sustainable growth and returns? Kevin Bupp, a seasoned investor with a wealth of experience in various real estate asset classes, shares his journey and insights into this unique investment space.In this episode, you’ll learn the intricacies of mobile home park investments, from understanding market dynamics to overcoming infrastructure challenges. The

en-us

294 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...