The Invest Clearly Podcast

In this conversation, Kathleen Marcell shares her journey from traditional investing to exploring alternative investments. She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners. She also highlights her current investment strategy, focusing on cash flow opportunities and the challenges faced in passive investing. Throughout the discussion, Kathleen provides insights into her research process and the importance of education in the investment space.00:00 Introduction01:12 Kathleen's Background and Investment Journey02:43 Early Investment Mistakes and Learning04:29 Building Deal Flow and Networking05:30 Investment Strategy and Goals07:14 Evaluating Sponsors and Due Diligence21:09 Current Investment Portfolio and Performance25:20 ConclusionFollow Kathleen:https://www.linkedin.com/in/kathleenmarcell/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy

In this conversation, Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency.Arn emphasizes the need for long-term investment strategies and offers valuable advice for new syndicators and investors looking to navigate the complexities of the real estate market.00:00 Intro01:44 Guest journey03:11 Why multifamily06:30 First deal15:32 Earning LP trust26:46 Vetting sponsors32:45 Crisis comms36:59 Tips for new GPs39:16 Play the long game42:30 Wrap-upConnect with Arn: https://www.linkedin.com/in/arncenedella/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Litan Yahav, co-founder of Vizor, shares insights on the evolving landscape of investment strategies, particularly focusing on the cautious approach of Limited Partners (LPs) in today's market. He discusses the shift from equity to debt investing, the appeal of high-risk, high-return opportunities, and the importance of transparent communication between General Partners (GPs) and LPs. Litan also explains the value of Special Purpose Vehicles (SPVs) and how they can benefit investors. The discussion highlights the differences in decision-making between retail and institutional investors and emphasizes the need for better communication in passive investing.00:00 The state of “passive”00:28 Show intro01:18 Meet Latan01:37 His background + Visor02:48 How investors decide now04:24 Where money’s going07:04 High risk / high return10:32 Vetting teams & deals16:25 Pooling capital: pros & cons21:27 How Visor helps24:10 Individuals vs big firms26:40 What needs to changeFollow Litan : https://www.linkedin.com/in/litanyahav/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy

In this conversation, Joe Guidi interviews James Keefe, Chief Commercial Officer of Bequest Asset Management. They discuss the evolution of Bequest, James's unique journey from acting to finance, and the importance of trust and communication in passive investing. James shares insights on the significance of founder involvement, effective investor relations, and the lessons learned from past investment experiences. The conversation emphasizes the need for transparency and education in the investment process, as well as the evolving nature of passive investing.00:00 Intro03:12 Journey from Actor to Investor07:07 Trust in Passive Investing18:29 Challenges and Lessons Learned30:22 Reality of Passive Investing32:54 ConclusionFollow James: https://www.linkedin.com/in/james-b-keefe-978339/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Dylan shares his journey as an investor, discussing his background, portfolio, and the lessons learned along the way. He emphasizes the importance of building relationships, evaluating sponsors, and conducting thorough due diligence. Dylan also challenges the notion of passive investing, advocating for active engagement and responsibility in investment decisions. The discussion highlights the significance of community and networking in the investment space.Chapters:00:00 Intro01:30 Background and Journey03:43 Current Portfolio and Investment Strategies06:51 Finding Sponsors and Opportunities12:49 Evaluating Deals and Due Diligence18:10 Challenges and Lessons Learned26:10 The Concept of Passive Investing29:47 Conclusion and Contact InformationFollow Dylan:https://www.linkedin.com/in/dylanbrobertson/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Jeremy Dyer shares his journey from a successful technology sales career to becoming a prominent figure in passive real estate investing. He discusses the importance of building trust and transparency in capital raising, especially in the current market environment. Jeremy emphasizes the need for operators to communicate effectively with investors, particularly during challenging times, and outlines strategies for maintaining investor confidence.He also highlights the significance of understanding market cycles and the role of operators in fostering trust with their investors.Timestamps:00:00 Introduction01:38 Background and Journey03:40 Transition to Passive Investing05:41 Role and Responsibilities at Rise4806:59 Building Trust and Transparency12:03 Navigating Market Challenges29:19 Future Outlook and Strategies34:06 ConclusionConnect with Jeremy:https://www.linkedin.com/in/jeremydyer/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile:https://www.investclearly.com/sponsorsShow Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pascal Wagner shares his journey from working in venture capital to managing family finances and investments. He discusses the importance of having a clear investment strategy, the challenges of evaluating deals, and the common mistakes that new passive investors make. Pascal emphasizes the need for a robust deal flow and the significance of understanding the sponsor's track record.Time stamps: 00:00 Introduction01:24 Background and Journey04:00 Building a Cash Flow Strategy07:07 Evaluating Deals and Sponsors11:02 Common Mistakes and Solutions24:50 The Importance of Transparency27:44 Pascal's Coaching Program32:19 Final ThoughtsFollow Pascal: https://www.linkedin.com/in/pascalwagner/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy

In this conversation, Angela Durham discusses the operations and investment strategies of New Haven Marinas, focusing on acquiring and consolidating marina properties. She highlights the unique aspects of marina investments, including the lifestyle appeal, the importance of investor education, and the specific underwriting risks associated with this niche market.The discussion also covers the significance of building investor trust through transparency and effective communication, as well as the strategies for scaling operations and managing investor expectations. Angela emphasizes the need for thorough due diligence in passive investing, particularly in the context of marina operations.Timestamps:00:00 Intro02:18 Investor Trust and Niche Asset Classes05:33 Unique Aspects of Marina Investments07:46 Operational Challenges and Due Diligence11:29 Scaling and Fund Performance13:39 Investor Relations and Transparency17:19 Future Goals and Fund Details21:16 The Importance of Passive Investing24:29  Contact InformationConnect with Angela: https://www.linkedin.com/in/angelandurham/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile:  https://www.investclearly.com/sponsorsShow Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pat Zingarella and Jeremy Roll discuss the current state of real estate investing, focusing on market trends, investment strategies, and the importance of macroeconomic factors. Jeremy shares his cautious approach to investing, emphasizing the need for discipline and the challenges posed by negative leverage. They explore alternative investments, the role of AI in due diligence, and the importance of evaluating sponsors carefully. The discussion highlights the need for investors to pay attention to market cycles and to be aware of the risks associated with chasing yield in uncertain times.Timestamps-00:00 Introduction 03:31 Market Trends and Investment Strategies06:44 Navigating Economic Cycles08:38 Evaluating Deals and Sponsors18:06 The Role of Macroeconomics in Investing28:13 Connect with JeremyConnect with Jeremy: https://www.linkedin.com/in/jeremy-roll-655107/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Robby Butler of Y Street Capital discusses the intricacies of real estate development, emphasizing the importance of building trust with investors through education and transparency. He shares insights on the challenges of development, the balance between sales and education, and the role of AI in enhancing investor relations. The discussion also touches on the evolving landscape of investor expectations and the need for greater transparency in the industry, particularly regarding accreditation and investor trust.Timestamps- 00:00 Introduction01:24 Meet Robbie Butler03:02 Trust Through Vision07:20 Education vs. Sales13:41 Leveraging AI20:50 Development Lessons26:07 Transparency & Trust26:40 Accreditation's Future30:28 ConclusionFollow Robby:  https://www.linkedin.com/in/robby-butler/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.