PassivePockets: The Passive Real Estate Investing Show cover image

PassivePockets: The Passive Real Estate Investing Show

Latest episodes

undefined
Feb 18, 2024 • 44min

156: Impact Investing in Workforce Housing with DLP's Rich Delgado

Special guest Rich Delgado discusses DLP Capital's innovative financial strategies in workforce and affordable housing investments, including the thriving RV park market. They explore the future of real estate investing in 2024 and the impact on communities. Delgado's insights on smaller deals with big impact and social responsibility in affordable housing ensure profitability for investors.
undefined
Feb 11, 2024 • 47min

155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k)

Join Dave Wolcott, former Marine Corps member, on this episode as he shares his journey from military service to mastering real estate investing. Explore the importance of mindset, relationships, and repositioning assets for maximum growth. Learn about the drawbacks of traditional 401(k) investing, the benefits of real estate investments, proactive tax strategies, infinite banking, and the impact of financial freedom on relationships. Discover strategies for achieving holistic wealth beyond the 401(k).
undefined
Feb 7, 2024 • 21min

Spotlight Episode: Best Ever Conference Countdown: Passive Investing with Left Field Investors LIVE Agenda Overview

Uncover the insider secrets of passive investing with Chad Ackerman and Jim Pfeifer in a special Wednesday spotlight episode of Passive Investing from Left Field. Join us as they discuss their upcoming event at the Best Ever Conference and reveal the lineup of expert speakers covering topics such as portfolio construction, tax impacts, investing in uncertain times, and more. Get ready for a full day of invaluable education tailored for LP investors. Don't miss out on this exclusive opportunity to level up your investment game. Tune in to this episode for a front-row seat to the ultimate LP-focused event at the Best Ever Conference.     Here are some power takeaways from today’s conversation:02:00 Best Ever Conference agenda03:15 The morning agenda 05:32 Topic: investing in uncertain times 07:18 Panel of LP experts08:16 Keynote address09:07 Topic: how to vet a sponsor11:16 Topic: understanding the deal structure 13:41 LFI Leaders will share stories15:00 Closing comments 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:Advertising Partners:Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/Rise48 - https://rise48.com/Rust Belt Capital https://rustbeltcapital.com/
undefined
Feb 4, 2024 • 54min

154: From High Salary to Higher Stakes - Agostino Pintus Talks Real Estate Entrepreneurship

Join us on the latest episode of Passive Investing from Left Field, with special guest Agostino Pintus. 'From Corporate to Cash Flow.' Learn how Agostino left his lucrative tech career to master the real estate market, from vetting deals and partners to innovative strategies like adaptive reuse. Gain insights on future market trends and what it takes to safeguard your investments. Tune in for an insightful conversation that's both enlightening and entertaining.  About Agostino Pintus Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a dynamic speaker who has spoken at a wide range of events throughout the United States and Canada. His talk topics vary from business strategy to real estate to leadership development, and he is always a great resource for aspiring commercial real estate professionals. Agostino is the Founder and CEO of Bulletproof Cashflow where he applies nearly two decades of real estate experience to source, negotiate, and acquire commercial properties. He is a sought-after speaker for real estate events, MeetUps, and media engagements around the globe. He is the host of the Bulletproof Cashflow Podcast, a series highlighting topics every real estate investor should know to build their success, where he also brings experts on to teach and share their real-life experiences as investors, marketers, and capital raisers, all of which can be found on Apple Music, YouTube, and Facebook. Agostino is passionate about real estate and enjoys sharing his knowledge with others. He also enjoys meeting with people one-on-one to understand their real estate goals, aspirations, and challenges.    Here are some power takeaways from today’s conversation:01:51 His journey to real estate investing06:43 Transitioning to become an operator12:08 How to vet the partners you work with15:42 How does an LP vet an operator with multiple partners19:51 How do you come together on the operating agreement?23:25 The importance of a capital call31:22 Adaptive reuse34:21 How do you evaluate adaptive reuse as an LP39:49 What is his outlook for 202443:39 Podcast recommendation 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:LinkedIn: https://www.linkedin.com/in/agostinopintus/ Tiktok: https://www.tiktok.com/@bulletproofcashflow Instagram: https://www.instagram.com/bulletproofcashflow/ Facebook:   http://fb.com/bulletproofcashflow YouTube: http://youtube.com/c/bulletproofcashflow Podcast Recommendations:Bulletproof cashflow:https://bulletproofcashflow.com/Alex Hormozi:https://www.youtube.com/@AlexHormoziTom Bilyeu:https://www.youtube.com/channel/UCnYMOamNKLGVlJgRUbamveA Advertising Partners:Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/Tribevest - https://www.tribevest.com/Rise48 - https://rise48.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/
undefined
Jan 28, 2024 • 54min

153: Inside Industrial Real Estate: Joel Friedland’s No-Debt Investing Wisdom

Join us on the latest episode of Passive Investing from Left Field, featuring industrial real estate syndicator Joel Friedland.With over 40 years of experience, Joel shares his insights on the significance of due diligence and how understanding tenants and real estate taxes is crucial to the success of real estate deals.Discover why their company opts for all-cash deals with no debt and learn about the priorities set for tenant selection to ensure stability and security. Gain knowledge on how important neighboring businesses can impact your property's value as Joel walks us through the responsibilities of landlords for building maintenance and insurance.Dive into this informative session that sheds light on the appeal of industrial real estate for pension funds and the unique investment approach adopted by Joel Friedland. Don't miss out on this enlightening conversation that will change the way you think about industrial investing.  About Joel Friedland Joel Friedland is an industrial real estate syndicator with over 40 years of experience and nearly 100 acquisitions in the Chicagoland area totaling ~3 million sq ft. He has north of 200 investors and has a unique philosophy when it comes to debt ratios and preservation of capital. Day to day, he manages his portfolio of 16 industrial buildings in Chicago and is actively seeking new deals and partners to join our group.    Here are some power takeaways from today’s conversation:01:47 His real estate journey06:25 Transitioning from being a broker11:02 Did he branch out and come back to Chicago?13:31 How he deals with concentration of risk as a company?16:53 What he is responsible for vs what his tenant is responsible for.18:26 Pros and cons of doing deals with no debt23:53 Tenant selection27:40 The biggest risks when investing in industrial real estate33:33 How does an LP vet his company?38:05 Metrics that LP investors can focus on when evaluating one of his deals39:56 His exit plan45:00 How does you come to an agreement on price47:04 Podcast recommendation47:51 Contact48:30 Thank you for watching 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:Podcast Recommendations:Thoughtful Money https://www.youtube.com/@adam.taggart Advertising Partners:Rise48https://rise48.com/Rust Belt Capitalhttps://rustbeltcapital.com/Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/Spartan Investment Grouphttps://spartan-investors.com/Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/
undefined
Jan 24, 2024 • 27min

Spotlight: Exploring Economic Conditions: A Dialogue with J Scott on Current Trends

Tune in to this special spotlight episode of Left Field Investors as we shine a light on current economic conditions with J Scott, co-owner of Bar Down Investments. In this spotlight episode, J Scott shares his expertise on the current economic outlook and how it impacts limited partner investors. He also offers valuable insights into upcoming trends that could influence the economy and investments. Join us and gain exclusive knowledge to enhance your passive investing strategy. Don't miss out on this thought-provoking conversation!   About J. Scott  J. Scott is a keen observer of economic trends, adept at analyzing data to discern patterns at the macro level. His approach to the economy is twofold: he not only relies on hard numbers and government-released data to gauge the state of affairs but also places significant emphasis on the sentiments and experiences of individuals. Scott recognizes the discrepancies that can arise between empirical data and public perception. He is currently focused on navigating a situation where such a divergence is particularly striking, highlighting his ability to synthesize different sources of information to understand complex economic realities.    Here are some power takeaways from today’s conversation:3:05 Economic Outlook8:59 Sentiment vs data15:29 Where can you put your cash today for the future?17:12 Pay attention to this in the economy22:55 AI and the economy23:27 Thank you  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:Website: www.JScott.comInstagram: https://www.instagram.com/jscottinvestor/Facebook: https://www.facebook.com/jscottinvestorLinkedIn: https://www.linkedin.com/in/jscottinvestor/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/Advertising Partners:Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/Tribevest - https://www.tribevest.com/Rise48 - https://rise48.com/Vyzer - https://vyzer.co/
undefined
Jan 21, 2024 • 37min

152: Mastering Private Equity in Healthcare and Auto Industries with Chihiro Kurokawa

Join us for an engaging episode of Passive Investing from Left Field! In this episode, host Chad Ackerman engages in a compelling conversation with Chihiro Kurokawa, Director in the private equity practice at ZT Corporate. Kurokawa shares his journey from being a solo multifamily syndicator to a key figure in a boutique private equity firm.Gain exclusive insights into the resilience of service revenues during economic downturns, the significance of diversification across asset classes, and effective strategies in the competitive realm of private equity. Delve into Chihiro's wealth of experience as he discusses the importance of thorough due diligence, community involvement in vetting deals, and the power of teamwork in business.For passive investors seeking illuminating discussions on making informed investment decisions and navigating the intricacies of blending different asset types, this episode is a must-watch.  About Chihiro Kurokawa Chihiro is a Director in the private equity practice at ZT Corporate, a boutique private equity firm with investment opportunities for accredited investors. The firm was founded in 1997 and has since cycled over 15 portfolio transactions representing 50+ assets. Currently the firm has an enterprise value of over $1.2 billion with holdings in medical/healthcare, branded auto dealerships and commercial real estate.    Here are some power takeaways from today’s conversation:02:21 His real estate investment journey08:06 Diverse business12:35 Deal offering structure16:30 Is this a great time to get into commercial real estate?20:42 Comparing the metrics23:02 What market he focuses on24:25 Mitigating risk28:26 Lessons learned in investing30:50 Contact Chihiro31:21 Podcast recommendations32:28 Thank you for watching 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:LinkedInhttps://www.linkedin.com/in/cgkurokawa/Instagramhttps://www.instagram.com/cgkurokawa/Facebookhttps://www.facebook.com/chihiro.g.kurokawa/Podcast Recommendations:Acquired https://www.acquired.fm/Advertising Partners:Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/Tribevest - https://www.tribevest.com/Rise48 - https://rise48.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/Vyzer - https://vyzer.co/
undefined
Jan 14, 2024 • 46min

151: Strategies for Thriving in Affordable and Workforce Housing Investments with Ron Lockhart

Join us on the latest episode of Passive Investing from Left Field, with guest Ron Lockhart.In this episode, discover invaluable insights into successful strategies for limited partners, the impressive benefits of affordable and workforce housing, and the high-return potential of real estate syndication.Whether you're an accredited investor or simply looking to learn more about the commercial real estate market, this episode is your ticket to staying informed.  About Ron Lockhart Ron Lockhart is the Co-Founder of GSP REI and serves as one of the Company's Managing Partners. His chief responsibilities include strategic planning and oversight of the company’s vision. Mr. Lockhart oversees and works to streamline the company’s operations in both real property and mortgage acquisitions, as well as project and property management.Mr. Lockhart brings over 20 years of combined real estate investing experience to the company. Prior to founding GSP REI, Mr. Lockhart was President of LaSalle Properties One a regional real estate consulting firm that focused on assisting companies and institutions with the execution of their real estate acquisition, development, management and finance goals. While at LaSalle Properties One, Mr. Lockhart developed an end to end in house solution for clients that included planning, construction, asset and property management. One of LaSalle Properties One’s key initiatives was to invest alongside its clients in growth areas where there was an under supply of rental housing. Prior to LaSalle Properties One, Mr. Lockhart founded Lockhart Building and Investment Company which specialized in the construction and redevelopment of real estate in the Mid-Atlantic region. Mr. Lockhart has been directly involved with the investment, development and construction of single family, multifamily and mixed use real estate since graduating from Washington College in 1996.     Here are some power takeaways from today’s conversation:03:28 His real estate journey08:39 Affordable housing vs workforce housing10:03 Section 813:38 How he invests in certain markets16:44 Finding properties25:16 Are there any other government subsidies that help25:55 How does he structure property management28:26 Is there a problem with the owners of the adjoining properties29:42 Using debt to fund the properties33:00 How to analyze this as an LP36:07 Funds overview38:35 Podcast recommendations 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:Contact The Guest:LinkedIn - https://www.linkedin.com/company/gsprei/Facebook - https://www.facebook.com/GSPREIFUNDSYouTube - https://www.youtube.com/channel/UCoqbrxOgNuhgzS58qia3UawPodcast Recommendations:Real estate syndication show - https://www.youtube.com/c/TheRealEstateSyndicationShowAdvertising Partners:Tribevest - https://www.tribevest.com/Rise48 - https://rise48.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh: https://www.leftfieldinvestors.com/books/Vyzer - https://vyzer.co/
undefined
Jan 10, 2024 • 28min

Spotlight: The Corporate Transparency Act: What LLC Owners Need to Know, Explained by Mauricio Rauld

Tune in to this special spotlight episode of Left Field Investors as we shine a light on the intricacies of the Corporate Transparency Act with expert syndication attorney Mauricio Rauld. This episode is packed with valuable insights on compliance, penalties, and best practices for LLC owners to navigate this new legislation. Get the inside scoop on what you need to know to ensure compliance and protect your investments!  About Mauricio Rauld Mauricio Rauld is an experienced syndication attorney and former asset protection attorney with a wealth of knowledge in syndications and corporate law. He is well-versed in LLC formation, asset protection, and entity formations, having set up thousands of LLCs over the past 15-20 years. Mauricio’s expertise lies in helping syndicators stay in compliance with federal securities laws and ensuring the protection of limited partners in investment deals. As a co-host of the "Drunk Real Estate" podcast, Mauricio brings a unique and approachable perspective to the legal aspects of real estate investing. His down-to-earth style and practical advice make him a valuable resource for investors navigating the complex regulatory landscape.    Here are some power takeaways from today’s conversation: 00:00 The Best Ever Conference02:52 Who is Mauricio Rauld?03:45 What is the CTA? 04:40 Who gets to see this info?05:30 Who is affected?08:23 What info is needed?10:04 When does this need to be filed?14:13 What are the penalties for not complying?16:16 Who needs to file?22:11 Who can help me comply?23:58 Where to find the report24:57 Thank you for watching 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:LinkedIn: linkedin.com/in/mauricio-rauld-esq-b2929870Facebook: https://www.facebook.com/mauricio.rauld.9/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh -  https://www.leftfieldinvestors.com/books/Podcast Recommendations:Motley Fool Money - https://www.fool.com/podcasts/motley-fool-money/The Walker Webcast - https://www.walkerdunlop.com/webcasts/Advertising Partners:Left Field Investors - BEC - https://www.leftfieldinvestors.com/bec/Tribevest - https://www.tribevest.com/Rise48 - https://rise48.com/Vyzer - https://vyzer.co/
undefined
Jan 7, 2024 • 51min

150: The Investor's Guide to Preferred Equity with Paul Moore

Join us on the latest episode of Passive Investing from Left Field, with guest Paul Moore from Wellings Capital. In this episode, we unravel the art of building confidence with LPs, explore the resurgence of preferred equity, and share insights on diversification strategies. Discover Paul's journey from speculator to seasoned investor, gaining actionable advice for consistent returns. Don't miss these gems of wisdom that could steer your investment journey toward consistent returns and stronger strategies.  About Paul Moore  After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits. He has contributed to Fox Business and The Real Estate Guys Radio and is a regular contributor to Bigger Pockets, producing live shows, recorded videos, and blog content. Paul also co-hosted a wealth-building podcast called How to Lose Money and he’s been featured on over 200 podcasts. Paul is the author of Storing Up Profits – Capitalize on America’s Obsession with Stuff by Investing in Self-Storage (Bigger Pockets Publishing 2021) and The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul is the Founder and Managing Partner of Wellings Capital, a real estate private equity firm.  Here are some power takeaways from today’s conversation: 03:33 His real estate journey?05:20 Transition from speculator to investor07:32 Preferred equity vs preferred returns09:27 What is preferred equity?14:55 Why aren’t the lenders lending more?16:42 Should the LP know about the preferred equity?04:35 The Evolution of His Real Estate Journey20:29 Are all pref equity the same?30:44 What to look for in the common equity?33:04 How do you protect yourself from deals failing?37:46 How does an LP get into pref equity?30:41 How does the LP evaluate this?43:48 Podcast recommendations44:42 Contact Paul45:05 Thank you for watchingThis 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:Contact the Guest:Instagram- @paulmooreinvestFacebook- @wellingscapitalLinkedIn- https://www.linkedin.com/in/paul-moore-3255924/Email- paul@wellingscapital.comAvoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve SuhPodcast Recommendations:Motley Fool MoneyThe Walker WebcastAdvertising Partners:Left Field Investors - BECTribevestRise48Aspen FundsGSP REISpartan Investment GroupVyzer

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode