We sit down with special guest Litan Yahav: the CEO and founder of Vyzer, an innovative virtual wealth management tool designed for passive investors. In this episode, Litan takes us behind the scenes of building a platform that helps you stay organized across multiple deals, GPs, and asset classes—while also giving us a sneak peek at how Vyzer uses aggregated (yet anonymous) data to identify top-performing operators. Get ready for game-changing insights on optimizing your time and improving your returns through smarter, simpler portfolio management.Today’s Episode Takeaways:- Litan’s journey from tech entrepreneur to passionate passive investor- A big announcement about free Vyzer access for PassivePockets members- Why “return on time” is just as important as ROI- Managing multiple syndications more efficiently with automation- Litan’s 2025 outlook on multifamily, private debt, mobile home parks, and moreWhether you’re already investing or just getting started, this episode is loaded with tips on finding the right balance between risk, reward, and your most valuable resource- your time.Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more!PassivePockets Members get Vyzer for FREE (valued at $2,160): https://passivepockets.com/invest/vendors/Visit Vyzer: https://vyzer.co/Take our Survey: PassivePockets.com/SurveyDisclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.Contact Us At:jimpfeifer@biggerpockets.com

Brian Burke, a seasoned real estate expert who's managed over $500 million in assets and authored "The Hands-Off Investor," joins Jim Pfeiffer to discuss the multifamily investing landscape for 2025. They explore the challenges posed by rising interest rates and construction delays, while offering hope for emerging opportunities. The duo emphasizes the need for realistic return expectations and discusses the evolving dynamics between buyers and sellers, ensuring investors adapt their strategies amidst shifting market conditions.

We dive deep into everything you need to know about the essentials of analyzing a deal with our guest, Tyson Miller. the must-know strategies for mastering real estate investments. Discover Paul’s top tips for identifying red flags that could save your next deal and learn the secret strategy to uncovering the critical details that make or break your investments. Explore game-changing methods for deal analysis, and get a clear breakdown of how cap rates can impact your profitability. We also uncover the #1 deal-breaker you need to watch out for and tackle the debate of cost vs. risk to highlight what truly matters in your risk analysis. Today’s Episode’s Takeaways: ✅Paul’s Top Tips For Identifying Red Flags ✅Knowing how and when you should open a syndication deal offer. ✅How to know if your deal is market friendly ✅The #1 Deal-Breaker you need to watch out. Whether you’re a seasoned investor or just starting, this episode is packed with actionable insights to elevate your real estate game.Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!Take our Survey: PassivePockets.com/Survey Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.Contact Us At:jimpfeifer@biggerpockets.com

Whitney Elkins-Hutten, Director of Investor Education at PassiveInvesting.com, joins experienced limited partner Paul Shannon to delve into the PIC Debt Fund. They explore the benefits of incorporating real estate debt into investment portfolios, focusing on stability and diversification. The duo discusses strategies for assessing borrower risk and the complexities of fix and flip financing. They also unravel the intricacies of real estate debt funds, emphasizing due diligence and financial transparency, making it a must-listen for aspiring passive investors.

Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez. We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering: Why an operator’s track record is key Co-investing and risk tolerance alignment How to spot red flags in litigation history Trusting your gut and when it matters most Getting the real story with LP referrals This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later!Take Our Survey: www.passivepockets.com/survey👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game!Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.Contact Us At: jimpfeifer@biggerpockets.comLinks:www.passivepockets.com/survey

In our latest Deal Review episode, Paul Bennett from AAA Storage presents the AAA Storage Growth Fund I to our LP panel: Jim Pfeifer, Paul Shannon, Chris Lopez.You can expect a breakdown of the fund’s strategy, projected returns, and structure — and tough questions and candid insights from our LP Panel.The LP panel asks questions like: Are we catching a falling knife by investing now, or is the market bottoming out? How will cash flow be handled post-stabilization? How do Delaware Statutory Trusts work in this deal? Want to discuss the deal with other investors? Start your FREE 7-day trial to get access to PassivePockets:Discover new sponsors and read real investor ratings & reviews Find and vet deals quickly and easily Connect with investors in private, investor-only forums Improve your due diligence by watching our LP Panel Deal Review series Access expert insights with on-demand courses, articles, and webinars Disclaimer:The content of this video is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This video may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this video.00:00 Introduction to Passive Investing and Deal Review01:23 Overview of AAA Storage Investments05:21 Investment Strategy and Fund Structure09:28 Panel Discussion and Q&A29:40 LP Panel Insights and ConclusionCheck out more resources and join our community at Passive Pockets to connect with fellow investors and experts.🔔 Subscribe for more passive investing tips and stay updated on the latest trends in storage investments.Learn more about AAA Storage Investments Contact Us At: jimpfeifer@biggerpockets.com

Learn more about PassivePockets: https://passivepockets.com/pricingMoney Ripples Show Notes link: https://bit.ly/48UqUl3In this episode, Jim Pfeifer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets.Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns.

Join Paul Moore, a preferred equity expert, and Troy Zofka, known for his insightful analyses in real estate, as they delve into the intriguing world of preferred equity. They discuss how this investment strategy minimizes risk while maximizing returns, particularly during market turmoil. Paul and Troy debunk common misconceptions, share practical applications, and highlight the strategic importance of due diligence. Their conversation even touches on societal issues like human trafficking and the importance of ethical investing.

🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions.⏰ Timestamps:00:00 - Introduction1:00 - #1: Not Asking The Right Questions4:05 - #2: Thinking Passive Investing is 100% Passive12:46 - #3: Thinking Preferred Return = Steady Cash Flow12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!)15:55 - #5: Failing to Align Your Investment Strategy with Your Goals17:31 - #6: Failing to Prioritize a Diversified Investment Strategy24:48 - #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity28:03 - #8: Not Reading the Private Placement Memorandum (PPM)31:35 - #9: Not Joining a Community Like Passive Pockets34:45 - OutroIn the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ 🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts.🔗 Links:Website: https://passivepockets.com/Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/ Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned from traditional financial advisory roles to successful passive investors, sharing their top strategies for creating sustainable income and building wealth with less hands-on management.Listen in to learn: Why passive investing is on the rise among financial professionals The advantages and potential challenges of a passive investment approach Proven strategies for diversifying and growing your portfolio Tips for beginners to get started with passive income streams Whether you’re a seasoned financial advisor or a curious investor, this episode is packed with insights to help you leverage passive investments to achieve financial freedom. Tune in and discover new ways to make your money work for you!🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence.Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.