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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.

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All Episodes

39:40

Scott Trench’s 2026 Playbook: Rates, Rents, and the...

PassivePockets: The Passive Real Estate Investing Show ·

2026/01/06

This EpisodeChris Lopez and Jim Pfeifer sit down with Scott Trench for a frank 2025 recap and a practical 2026 game plan. Scott reviews what he got right (rates staying sticky, supply-driven rent trends) and where the surprises showed up (gold strength, stock market resilience), then opens his playbook: selling a chunk of stocks, buying paid-off 2–4 unit Denver rentals, and allocating a small slice of retirement capital to private credit via a solo 401(k). Looking ahead, Scott focuses on

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37:39

Maximize 2025, Plan 2026: John Bowens on Solo 401k...

PassivePockets: The Passive Real Estate Investing Show ·

2025/12/30

Chris Lopez is joined by Equity Trust’s John Bowens to close out 2025 and prep smart moves for 2026 using self-directed retirement accounts. John walks through contribution and conversion timelines for IRAs, Roth IRAs, HSAs, and Solo 401(k)s, explains the seven-day payroll rule for S- and C-corps, and shares practical strategies like spousal IRAs, backdoor Roths, staged Roth conversions over two tax years, and maximizing early-year compounding. The conversation also covers 2026 limit increases, Solo

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39:33

Residential Assisted Living: Cash Flow, Risks, and...

PassivePockets: The Passive Real Estate Investing Show ·

2025/12/23

Chris Lopez welcomes Dr. Alex Schloe and Charlie Cameron to demystify residential assisted living. Alex lays out the macro drivers behind the silver tsunami and why small, boutique homes can deliver better care and stronger cash flow. Charlie breaks down the models from LP to lease-to-operator to full operations and development, including typical home specs, licensing basics, private pay vs Medicaid, and realistic risk controls. The trio covers returns, staffing, marketing, and the due diligence

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40:31

J Scott’s 2026 Playbook: Inflation, Rates, and Where...

PassivePockets: The Passive Real Estate Investing Show ·

2025/12/16

Jim Pfeifer and Chris Lopez sit down with investor and author J Scott to recap 2025 and map out what LPs should be watching in 2026. J shares where the year defied expectations (supply, rates, and “real” distress), how he’s positioning for a higher-for-longer rate regime, and the simple filters he’s using to decide between equity and credit today. The conversation covers underwriting discipline, liquidity planning, and why needs-based real estate and inefficient small-multifamily niches may offer

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33:10

Brian Burke’s 2026 Playbook: Small-Multi Deals &...

PassivePockets: The Passive Real Estate Investing Show ·

2025/12/09

Chris Lopez and Paul Shannon welcome investor and author Brian Burke to look back at 2025 and set the table for 2026. Brian recaps his “end the dive in 25” thesis, explains why his pivot to senior housing has outperformed, and shares what actually surprised him this year. The group digs into supply, sentiment, and rates, plus the difference between perfect and imperfect markets and why small multifamily and true needs-based real estate may offer the best risk-adjusted plays right now.Key

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49:35

2026 Game Plan, Debt vs. Equity, Rate Cuts Reality

PassivePockets: The Passive Real Estate Investing Show ·

2025/12/02

Give Us Your Ideas For Next The PassivePockets Summit!https://docs.google.com/forms/d/1vwcvF1z03HYiKmR3a4JN8up0ja4kgKPzG2bCGS6640c/viewform?edit_requested=true This Episode It’s the November PassivePockets Pulse Check. Jim Pfeifer, Paul Shannon, and Chris Lopez share what’s new in their portfolios, the real impact of the Fed’s second rate cut, the tool you should use this month (sponsor reviews—now updatable), and how they’re setting concrete goals for 2026. Plus: a big announcement:

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36:00

LP Lessons From Losses: Julie Holly on Transparency &...

PassivePockets: The Passive Real Estate Investing Show ·

2025/11/25

Chris Lopez and Paul Shannon sit down with investor and educator Julie Holly for a candid conversation about wins, losses, and leadership as an LP and GP. Julie traces her path from house hacking to syndications, shares the “receive & release” mindset she uses to process setbacks, and explains what changed in her underwriting and operator vetting after a tough year, including one deal where mismanagement led to a total loss. They cover how LPs should share accountability, the exact questions to ask

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60:48

Multifamily 2026: Bid-Ask Reality, Distress Signals,...

PassivePockets: The Passive Real Estate Investing Show ·

2025/11/18

In this exclusive webinar release, Paul Shannon moderates a market check with brokers Beau Beery, Reid Bennett, and Jakob Andersen. The panel covers where multifamily deals are actually clearing in late 2025, why the bid ask gap is narrowing, and how underwriting has shifted from headline cap rates to year one cash on cash, DCR, and debt yield. They compare Sunbelt supply waves to steadier Midwest fundamentals, walk through valuation reality checks sellers must face, and explain why most 2026

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38:18

Dave Meyer: The 20-Hour Rule & Systems for Busy Real...

PassivePockets: The Passive Real Estate Investing Show ·

2025/11/11

Dave Meyer joins Chris Lopez and Jim Pfeifer to unpack the shift from hands-on house hacking in Denver to diversified passive investing. Dave walks through selling select rentals, using a Delaware Statutory Trust for a 1031, and why he caps real estate time at 20 hours a month. He explains dollar cost averaging into syndications for liquidity management, why he still concentrates on multifamily he understands, and how he hedges with fixed-rate debt, cash, and some gold. The crew digs into operator

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54:00

Pulse Check: Multifamily Momentum, Debt Funds Rising,...

PassivePockets: The Passive Real Estate Investing Show ·

2025/11/04

The Passive Pockets Pulse Check returns with Chris Lopez, Jim Pfeifer, and Paul Shannon. They break down what they bought and what they skipped, how they are reallocating between equity and debt, and the checks they run before wiring capital. Jim shares two new allocations in healthcare and coffee after negotiating a lower minimum for the community and explains invoking the Shirky rule to avoid doubling up with a new operator too quickly. Paul outlines a simple Indiana cash flow deal, a 22-unit JV

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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

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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,

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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

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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

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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

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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

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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

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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

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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

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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

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304 results

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