JF3861: Passive Investing, AI Due Diligence, and Risk Mitigation ft. Sam Giordano

Mar 31, 2025

In this conversation, Sam Giordano, a gastroenterologist turned real estate investor and co-founder of PassiveAdvantage.com, shares his unique path into real estate syndications. He reveals how his AI-driven platform helps high-income professionals navigate passive investments. Topics include the critical role of sponsor evaluation, adapting to market challenges like rising interest rates, and the benefits of transparency in connecting investors with sponsors. Sam also discusses the importance of diversification and future opportunities in multifamily real estate.

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Intro

00:00 • 4min

Navigating Real Estate as a Limited Partner

03:57 • 12min

Leveraging AI for Investment Insights and Tax Strategies

16:05 • 4min

Bridging Investors and Sponsors

20:24 • 9min

Preparing for Future Investment Opportunities in Multifamily Real Estate

29:23 • 2min