PassivePockets: The Passive Real Estate Investing Show

148. Jeremy Roll on Real Estate Investment Strategies and Risks

Dec 24, 2023

Jeremy Roll, an expert in passive real estate investing, discusses the importance of due diligence and investment documents. He shares his current investment strategies and insights on market investments for the next decade. The podcast also explores the significance of protecting sponsors with operating agreements and the decision-making process in capital calls. Additionally, it highlights the necessity of completing a business plan and analyzing location in real estate investing.

41:53

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Jeremy Roll

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Quick takeaways

Jeremy Roll predicts a probable recession within the next 6 to 12 months and highlights concerns over the potential impact of a central bank digital currency on ATM investments.

Jeremy Roll emphasizes the importance of carefully reviewing and negotiating operating agreements, providing examples of important clauses to consider such as cash call provisions, reporting requirements, and indemnification clauses.

Deep dives

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Introduction

2min

Jeremy Roll's Introduction and Investing Journey

2min

The Current State of the Economy and Predictions

19min

Providing Personal Information, Rise48 Equity, Viking Capital, and Dealing with Issues

3min

Importance of Protecting Sponsors with Operating Agreement and PPM

9min

Analyzing Capital Calls and Decision-Making in Investments

2min

The Importance of Completing a Business Plan and Analyzing Location

3min

Welcome to an extraordinary episode of Passive Investing from Left Field! If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck. Guest Jeremy Roll and Jim Pfeifer tackle the essentials of passive real estate investing. They delve deep into the importance of meticulous due diligence and the critical role of investment documents. Jeremy discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments.

About Jeremy Roll

Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.

Here are some power takeaways from today’s conversation:

00:07 Meet Jeremy Roll

01:31 Tribevest

00:51 Insights into Market Trends

03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months

05:58 Factors Influencing Jeremy's Return to Investment

07:56 Analysis of Defensive and Offensive Asset Classes

10:13 Exploration of ATM Investments

13:15 Negotiating Operational Agreement Changes with Operators

15:15 Importance of Reviewing Deal Documents Prior to Execution

18:20 Conducting Background Checks in Collaborative Ventures

20:14 Reflection on Past Deal Challenges

22:55 Understanding the Significance of Private Placement Memorandum (PPM)

24:43 Pros and Cons of ATM Investments

26:14 Future Projections for Multifamily Deals

28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures

29:12 Identifying Promising Asset Classes for the Coming Years

31:15 Navigation of Capital Calls in Investments

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:

Email: jroll@rollinvestments.com

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

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Advertising Partners:

Left Field Investors - BEC