Podcasts about passive investing

Many alternative investors see passive investing in syndications as the Easy Button for mailbox money. There are many pitfalls in all kinds of investments including syndications and the only way to reduce that is through education and personal involvement in due diligence. That's why I introduce you in this podcast to one of the best investor educators in the industry. Enjoy this interview with Whitney Elkins-Hutten.   Highlights Historical outsourcing of financial management. The importance of self-education in finance. The risk of abdicating financial responsibility. Pitfalls of rolling investments without due diligence. Dangers of investment honeymoon phase. Complexity and risks in syndication layers. Importance of direct investment over funds. Safe level entry for new accredited investors. Introduction to Whitney Elkins-Hutton's expertise. Strategic use of promissory notes in real estate. Advice for navigating passive investment challenges. Current market strategy: Debt investments over equity.   Links and Resources from this Episode Connect with Gary Pinkerton https://www.paradigmlife.net/  gpinkerton@paradigmlife.net https://garypinkerton.com/  https://clientportal.paradigmlife.net/WealthView360  Connect with Whitney Elkins-Hutten Direct Mobile/Text: +1-970-988-9076 https://www.passiveinvesting.com/welcome-whitney/ https://www.youtube.com/playlist?list=PLgprfBalSBMYDRpNbmSxGmyAW_pIfRgDi  whitney@passiveinvesting.com www.PassiveInvesting.com    Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Audible Subscribe with Listen Notes Subscribe with RSS  

#233: Explore how different generations approach money and what they get right (and wrong) about saving, investing, spending, and building wealth. We dig into the psychology of money across generations and share practical lessons on homeownership, retirement, automation, points inflation, and more. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. He runs the popular financial blog, A Wealth of Common Sense and is the author of four books on investing and personal finance. He also co-hosts one of my favorite podcasts: Animal Spirits. Link to Full Show Notes: https://chrishutchins.com/financial-mindsets-across-generations-ben-carlson Partner Deals Superhuman: Free month of the fastest and best email with code ALLTHEHACKS Green Chef: 50% off your first meal kit with code 50ALLTHEHACKS Notion: Try Notion AI free to automate tedious tasks and streamline your work Bilt Rewards: Earn the most valuable points when you pay rent DeleteMe: 20% off removing your personal info from the web For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Ben Carlson: Website | Animal Spirits Podcast | X Ben's Post: Financial Advice That Doesn't Work Anymore Morningstar Column by John Rekenthaler Tim Ferriss Ep #815: Helping Tim Burn 15M+ Miles and Points, Flipping Costco Gold Into Five-Star Trips & More Award Travel Search Tools AwardTool: $20 off annual plans with code ALLTHEHACKS PointsYeah Points Path Chrome Extension Coinbase One: Join the waitlist here ATH Podcast Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@allthehacks.com Full Show Notes (00:00) Introduction (02:27) The Great Wealth Transfer From Boomers to Millennials (05:52) Financial Mindsets Across Different Generations (09:10) Current Status of the Housing Market (11:37) Spending Habits in the Travel Industry (14:28) Financial Lessons From Every Generation (19:09) Stock Market vs. Housing Market (25:41) Financial Advice That Doesn't Work Anymore (27:33) How to Learn to Spend Money and Enjoy It Now (31:39) The Spectrum of Coast FIRE (38:48) Ben's Take on Social Security: Is It Worth It? (41:25) How to Navigate the Current Market Volatility (47:08) How Demographic Changes Impact the Investment Landscape (50:27) Active vs. Passive Investing (52:45) Different Ways to Automate Your Finances (54:26) Credit Card Points Inflation and Its Impact (58:09) Credit Card Returns: Cash Back vs. Welcome Offers Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back a returning guest-someone who's made a huge impact in the passive investing world and continues to be aleading voice in the space, Jim Pfeifer. Jim, co-host of the Passive Pockets Podcast and when we last spoke a little over a year ago, he shared his journey transitioning from an active realestate investor to a full-time passive investor. Since then, he's been busy growing his community, Left Field Investors, which recently merged with Bigger Pockets to create what is now Passive Pockets—a thriving network designed to empower limited partners through connection, education, and access to high-quality deals. We're catching up on everything Jim's been working on and what's new in his world! Connect with Jim: https://www.linkedin.com/in/jimpfeifer, https://passivepockets.com/podcast/  Highlights: 3:08 - Why Jim Left Wall Street for Passive Investing 6:00 - How Left Field Investors Was Born 9:22 - The Difference Between Being “Passive” and Being “Hands-Off” 14:45 - Why the Operator is More Important than the Deal 21:30 - Market Cycles and Opportunity Timing 28:05 - Advice for New Passive Investors   Quote: “True wealth is freedom over your time—not just returns on your money.”   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

Today's guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today's episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets. (0:00) Starts (1:46) Introduction of Rob Arnott & Cam Harvey (7:35) Passive investing risks (14:22) The opportunity in small caps and foreign markets (24:22) Similarities between today & the Dot-Com era (34:43) REITs, gold and investor sentiment (47:14) Government spending & US national debt concerns (1:03:27) US debt service, defense spending, and financial crisis risks (1:05:09) Cam on the inverted yield curve (1:08:09) Closing remarks and listener feedback ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Real Estate Pros podcast, host Michael Stansbury interviews Maria Zondervan, who shares her unique journey from being an endangered species wildlife biologist to a successful real estate investor. Maria discusses her transition to passive investing, the importance of masterminds, and her mission to create affordable housing for autistic adults through her nonprofit, Valhalla Villas. The conversation highlights the evolution of investment strategies and the power of networking in the real estate industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, John Harcar interviews George Roberts about his journey from a bioscientist to a successful real estate investor. They discuss the importance of passive investing, the transition from single-family to multifamily properties, and the significance of building a network. George shares insights on the challenges he faced, the importance of continuous learning, and how to live a fulfilling life through passive income. He emphasizes the need for determination and cash reserves for aspiring investors. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Brett McCollum interviews David Priest, who shares his journey from a sales career to becoming a successful real estate investor and syndicator. David discusses the importance of sales skills, the impact of the mortgage crisis, and his personal health challenges that shaped his perspective on life and investing. He emphasizes the need for gratitude, the lessons learned from past financial crises, and the current state of the real estate market. David provides insights into successful syndication strategies and the importance of a long-term vision in real estate investing, encouraging listeners to take action and invest wisely.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Whitney Elkins-Hutten, Director of Investor Education with PassiveInvesting.com, to discuss the car wash investing spectrum. Whitney shares her background and how she came to help passive investors understand different aspects of the passive investing arena. She focuses on investing in cash-flowing businesses like car washes. Whitney mentions her transition to the private equity side of the real estate arena after acquiring a 52-unit apartment building and needed to partner with others to get deals done.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Whitney Elkins-Hutten:https://www.linkedin.com/in/whitneyelkinshutten/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

In this episode, I chat with Eric Balchunas, senior ETF analyst at Bloomberg Intelligence and author of The Bogle Effect. We dive into the life and legacy of Jack Bogle, the founder of Vanguard, and explore the evolution of Bitcoin ETFs. ––– Offers & Discounts ––– Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/Matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Eric Balchunas on X: https://x.com/EricBalchunas ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:12 - Eric's Background: Journalism to Finance 05:53 - Investing Philosophy and Personal Strategy  09:24 - Exploring The Bogle Effect  12:09 - Comparing Bogle and Satoshi  22:19 - Origin Story of Vanguard  24:45 - Launching the First Index Fund  28:51 - The Sacrificial Ethos of Bogle 34:46 - Buffett's Tribute and Endorsement  37:03 - Who Are the Bogleheads?  42:09 - Bogle's Take on ETFs and Trading  44:59 - Frankenstein's Monster: Thematic ETFs  49:46 - The Art of Doing Nothing  50:56 - Inflation, Bitcoin, and the Real Return  53:18 - Comparing Bitcoin and U.S. Stocks 54:45 - Bogle's Take on Trustless Money and Banks  58:33 - Eric's Journey into Bitcoin via ETF Filings  01:04:55 - TradFi's Shift After the Bitcoin ETF Approval  01:05:37 - BlackRock, Fidelity & the Legitimization of Bitcoin  1:13:17 - ETFs response to a Major Drop in Bitcoin's Price  1:19:40 - The Two Things that Convinced Eric About Bitcoin  1:24:10 - How Has Bitcoin Changed Eric  DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.  I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.  Thank you for listening!

In this episode, Stephen Schmidt interviews Chris Parrinello, a seasoned real estate entrepreneur with over 11 years of experience in private equity. They discuss Chris's journey into real estate, the importance of authenticity in building relationships, and the balance between active and passive investing in multifamily properties. Chris shares insights on the significance of marketing and sales, the value of collaboration across departments, and the current market trends that present opportunities for investors. The conversation also touches on the importance of mentoring young talent and the lessons learned from past mistakes in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Jun 11, 2025 – What if the very structure of modern investing—passively funneling trillions into markets—is silently engineering a financial crisis worse than the 2000 tech bubble? In this compelling interview, Michael Green, Chief Strategist...

Have you ever had a bus fall on your house? What is the difference between Passive and Active Income? How do you make money for tomorrow? For the next generation? On this week's show, Shawn & George talk to Whitney Elkins-Hutten, the founder of Ash Wealth Consulting and Director of Investor Education at PassiveInvesting.com. She hosts the Passive Investing Made Simple podcast and is a partner in $800M+ of real estate assets—including 6,500+ residential units, 2,200+ self-storage units, and more than $5M in fix-and-flipped properties. After hitting a home run with her first rental property and nearly losing it all on her second deal, Whitney turned to wealth-creation strategies to build sturdy financial freedom for herself and her family. Whitney is now on a mission to help families implement sound financial principles to create passive income and long-term wealth for generations to come. Whitney currently lives in Boulder, Colorado, and she enjoys trail running, traveling, photography, craft beers, and playing board games with family and friends. In this episode, we talk about her "home run," and her near loss, as well as mindset (turn "I can't" into "How Can I," and how to build wealth for tomorrow. You can reach Whitney at: www.ashwealth.com www.passiveinvestingwithwhitney.com   Get her book, Money for Tomorrow at: https://ashwealth.com/book  Let us know if you enjoy this episode and, if so, please share it with your friends! Please also visit our sponsor Sam Cohen of Attorneys First Insurance for Attorneys and Title Companies looking to get a quote on Errors & Ommissions (malpractice) Insurance coverage. www.AttorneysFirst.com.   Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. 

David Hrizak is the co-founder and CEO of The Streamline Companies, a vertically integrated real estate investment firm specializing in medical office and Class B office buildings. With nearly 30 years in commercial real estate, David has done it all—from brokerage and development to construction and investing.After retiring at 49, David quickly realized his purpose wasn't in stepping away—it was in coming back. He returned to the industry not for the money, but for the mission: to help others build lasting wealth and create meaningful legacies through real estate.David leads with grit, patience, and integrity. Raised by a tough grandmother in Chicago, he learned early on the value of discipline and loyalty. Today, he brings that same no-nonsense, heart-first mentality into every conversation, investment, and mentorship relationship.He also serves as Board Chairman for Oakwood Creative Care, a nonprofit serving individuals with Alzheimer's and dementia—a cause close to his heart.Chapters00:00Introduction to Passive Investing and Market Volatility02:57David Hrizak's Journey and Background06:06The Structure and Focus of Streamline Companies10:45Exploring Medical Office Investments15:05Details on Current Fund and Investment Strategy18:51Tax Advantages and Investor Education20:44Track Record and Lessons from Past Experiences22:07Navigating Financial Challenges in Real Estate25:52Current Projects and Asset Management27:38Impact of Tariffs and Material Costs30:06Investment Opportunities for Passive Investors32:37Educational Resources for New Investors35:14Due Diligence in Real Estate Investing37:01Personal Growth and Bucket List Adventures38:22Investment Strategies in Emerging MarketsRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordspassive investing, real estate, medical office, market volatility, investment opportunities, Streamline Companies, David Hrizak, financial education, wealth creation, community banks

When markets get bumpy, many investors seek stability and it's not always clear how to achieve it without stepping completely into the sidelines. Low volatility strategies have gained attention for their ability to reduce drawdowns and temper portfolio swings, but when and how should investors be incorporating them? Are low volatility strategies just a defensive play, or can they be a long-term core holding? And if you already own fixed income, do you really need to add anything new?Highlights include:(00:01:05) What is market volatility and why is managing it so important?(00:04:10) The impact of low volatility strategies on drawdown effects(00:09:20) When to enter and exit low volatility strategies(00:14:05) Do investors need low volatility if they already have fixed income exposure?(00:16:10) Spotlight on the Quantitative Investing Team  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Whitney Elkins-Hutten of PassiveInvesting.com interviews multifamily syndicator Nick DiLeone, who shares his acquisition of a 109-unit Oaks at Jane Lane in Fort Worth, Texas. He breaks down his experiences and strategies with due diligence, capital raising, and initial property inspections. Nick also shares the factors that could make or break your insurance, how he handles loans and debts, and why perseverance is a key characteristic in the world of real estate.

In this episode of Beer and Money, Ryan Burklo and Alex Collins delve into the intricacies of index investing, particularly focusing on the S&P 500. They discuss common misconceptions about index investing, the importance of diversification, and the risks associated with over-concentration in large-cap stocks. The conversation also touches on the differences between active and passive investing strategies, emphasizing the need for a well-rounded approach to portfolio management. The hosts aim to educate listeners on making informed investment decisions and understanding the market dynamics that can impact their financial future. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Index investing is a passive strategy that replicates market performance. Many investors misunderstand the implications of being an index investor. The S&P 500 is heavily weighted towards a few large companies. Diversification is crucial, but not all index funds provide true diversification. Investing in smaller companies can yield higher returns over time. Market cap weighting can lead to over-concentration in a few stocks. Active investing strategies can still be relevant in today's market. Investors should be cautious of chasing past performance. Understanding the underlying assets in a portfolio is essential. A well-diversified portfolio can help mitigate risks during market downturns. Chapters 00:00 Understanding Index Investing 03:07 The S&P 500: A Closer Look 06:07 The Importance of Diversification 09:03 Active vs. Passive Investing 12:05 The Risks of Over-Concentration 14:58 Navigating Market Changes 17:50 Conclusion and Key Takeaways    

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Roger Becker, founder of Street Smart Success. Roger shares his candid journey from running a successful advertising business to becoming a seasoned passive investor in over 30 deals, the majority of which he's done in the past five years. He opens up about the mistakes he's made in both active and passive real estate—ranging from ill-fated Section 8 rentals to trusting the wrong sponsor early on. Despite the setbacks, Roger explains how he's honed his strategy, now focusing on experienced sponsors, resilient asset classes like mobile home parks, and building a strong vetting network through investor groups. Roger Becker Current Role: Founder of Street Smart Success Based in: Alameda, California Say hi to them at: https://streetsmartsuccess.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Build Lasting Wealth With Real Estate Investing with Dustin Heiner - #242 In this episode of The Real Estate Reserve Podcast, Jason and Ian sit down with Dustin Heiner—founder of Master Passive Income and a full-time real estate investor—to break down his proven framework for helping new and seasoned investors build long-term wealth through real estate. Dustin shares how he went from being laid off to becoming financially independent through rental income, and how he now coaches others to do the same. Dustin outlines the four key phases of a real estate investor's journey—from beginner to passive investor—and explains why systems, scale, and mindset shifts are crucial at each level. He emphasizes that even in today's market, with high interest rates and rising prices, investors can still thrive by focusing on cash flow, not appreciation. Through real-world examples, including how his 16-year-old daughter bought her first rental property, Dustin illustrates why there's never a “bad time” to invest—only bad deals. You'll also hear a candid discussion about building the right team, avoiding common pitfalls, and how to use lending relationships, property managers, and local experts to create a truly passive business. Whether you're just getting started or scaling into multifamily, this episode is packed with valuable strategies and motivational insight to help you take your next step with confidence. Topics Covered: The four investor phases: Beginner, Income Builder, Scaler, Passive Investor Why today's market still offers opportunity The candy bar analogy for understanding income vs. appreciation Team mentality and relying on local experts Generational wealth and buying properties for your kids How Dustin continues to grow his portfolio—and his mission Whether you're a total beginner or already scaling, Dustin offers a framework to meet you where you are and help you build a business that creates freedom.

Whitney Elkins-Hutten of PassiveInvesting.com interviews Cindy West, a former attorney turned real estate investor who took on her first multifamily deal: the 11-unit Chestnut in High Point, North Carolina. In this episode, Cindy shares her journey of acquiring the property for $650,000, revealing how she secured the deal from a wholesaler, navigated unexpected electrical issues, and managed to refinance the property at a significantly higher appraisal of $1.05 million. Listen in as Cindy discusses her strategies for negotiating with the seller, securing hard money loans, managing vacancies, and ultimately achieving an "infinite return" by strategically repositioning the property. This is a masterclass in creative financing, scrappy deal-making, and overcoming challenges in multifamily real estate.

Leyla Kunimoto brings a rare and unfiltered perspective to today's commercial real estate conversation: that of a full-time individual LP who writes publicly about her investment decisions. She's not a sponsor, a capital raiser, or a fund manager; she's an investor allocating her own capital and speaking candidly about what she sees in the market.   Through her newsletter Accredited Investor Insights, Leyla connects with hundreds of other LPs and GPs, giving her a uniquely well-informed view of how sentiment is shifting, how sponsors are adapting (or not), and why many individual investors, herself included, are taking a more cautious, capital-preserving stance in the current environment.   Track Records Are the New Credentials Leyla made one thing immediately clear in my conversation with her: experience across market cycles matters more than ever. Sponsors who lived through the Global Financial Crisis (GFC), and made it out intact, view the world differently. “There's a certain level of conservatism they develop,” she said, that translates into more disciplined underwriting, more thoughtful pacing, and fewer emotionally driven decisions.   This stands in sharp contrast to what Leyla observed in 2020, when billboards at Dallas airports advertised real estate masterminds promising to teach people how to raise capital fast. She watched sponsors pile into deals with razor-thin margins, driven more by optimism than fundamentals. Some of those same players are now facing tough questions from investors.   Tariffs Are Already Affecting CRE in Two Big Ways While many LPs focus on interest rates, Leyla highlighted tariffs as a macro driver that's beginning to affect commercial real estate, particularly in development. First, tariffs are raising costs on imported materials, like lumber, pushing construction budgets higher. Second, she's watching what tariffs could mean for demand in the industrial sector.   “If trade with Mexico declines, what happens to logistics facilities near the border?” she asked. Conversely, if reshoring takes off, we may see demand rise for inland warehouse space. It's a nuanced picture and one that sponsors in ground-up deals can't afford to ignore.   Equity Is Cautious. Retail Capital Is Now in Play. Another shift Leyla is tracking is on the capital side. Institutional equity has pulled back in many corners of the market, and some sponsors are turning to retail LPs for the first time. But this isn't an easy pivot.   “Retail investors are expensive to reach,” she said. They also tend to ask more questions – and now, they're more skeptical. Many LPs are sitting on deals that aren't performing. As a result, the bar for new allocations is much higher. “There's a sense of caution,” she noted. “LPs aren't allocating blindly anymore.”   Floating Rate Debt Divides the Market Leyla sees a bifurcated sponsor landscape: those who are still dealing with the aftermath of floating-rate debt, and those who have the capital and flexibility to transact but can't find deals that pencil.   Sponsors with legacy floating-rate loans are focused on rate caps and marginal cash flow. They're rooting for the Fed to cut rates. Others are hunting for acquisitions, but the math isn't working. “Without aggressive assumptions, most deals don't pencil,” she said.   The IRR Illusion: What LPs Should Actually Be Watching Many sponsors still lead with IRR projections, but Leyla has shifted her mindset. “I don't screen for how much money I'm going to make. I don't screen for the IRR probability,” she told me, “the only thing I'm laser beam focused on when I evaluate private placement deals is the probability of losing money.”   That loss-aversion lens changes everything. She believes LPs are better off compounding modest, positive returns over time than chasing double-digit IRRs that come with a real chance of loss. “Making 3-4% positive IRR for 10 years straight outperforms hitting 20% on some deals and going to zero on others,” she said.   Stress Tests Are Private. Optimism Is Public. Behind closed doors, sponsors are more conservative than they let on, she says. The real pros run multiple models – best, worst, and most likely scenarios. “I always ask for stress test scenarios underwritten to the GFC,” she says, continuing that she used to hear sponsors saying such scenarios were never going to play out because the underwriting is too stringent. “I'm hearing a little bit less of that now,” she says.   Still, she's skeptical of any deck that doesn't acknowledge the possibility of a rent decline. Of course deals won't pencil if you underwrite to a 10% rent drop but, in some markets, that's exactly what's happening.   Cash Is a Position. Waiting Is a Strategy. When I asked what she'd do if handed a $1 million windfall today, Leyla didn't hesitate: “I'd keep it in cash and I would try to get very narrow on what my buy box is,” not because she's fearful but because she wants to be surgical when she deploys.   She encourages LPs to be patient and wait for opportunities that fit tight criteria. In an environment where you can make 4.5%+ tax and risk-free, “there's no harm in waiting,” she says. She also shared stories of seasoned sponsors that sold early, sat in cash through the entire 2021 run-up, and are still waiting because they can't find deals that pencil – that are still too expensive for prudent investors.   What Leyla's Watching Now Leyla doesn't try to predict markets. But she does monitor signals: The 10-Year Treasury yield Local supply pipelines Investor sentiment from her network of LPs And her biggest piece of advice? Focus on not losing money. That alone will make you a better investor.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Whitney Elkins-Hutten of PassiveInvesting.com interviews two modern-day cowboys—Joe Rinderknecht and Levi Allen—who traded farming, ranching, and construction for multifamily real estate, and just closed their first big deal together: North Russell, a 54-unit property in Missoula, Montana. In this episode, they share how their small-town roots shaped a values-driven partnership, how they sourced and secured a hot off-market deal in under 24 hours, and how integrity and grit helped them win over the seller—despite higher offers on the table. Whether you're a seasoned syndicator or just starting out, their journey from boots to buildings is packed with insight, hustle, and heart. Ready to hear how two guys with cowboy hats beat out bigger players? Let's dive in.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street. Patrick shares how a painful first deal during the 2008 crash reshaped his investing mindset, leading him to focus on long-term wealth accumulation, cash flow, and true portfolio diversification. What began with single-family rentals eventually expanded into large multifamily syndications, recession-resilient markets, and alternative assets, including litigation finance and debt funds. Patrick walks listeners through how he helps investors build a balanced portfolio by spreading risk across multiple, non-correlated asset classes. He also highlights why active professionals don't need to become landlords to grow wealth, and how the right mix of passive investments can lead to financial security and freedom. If you want to diversify beyond traditional real estate while keeping property in your portfolio, this episode is packed with practical strategies and new perspectives. In this episode, you will hear: The early investment mistake that shaped Patrick's long-term approach to wealth building What makes multifamily syndications a powerful tool for scalable, passive income Where litigation finance fits into a diversified real estate investment portfolio Ways debt funds provide stable returns outside of traditional equity deals Differences between passive and active investing for busy professionals The role of education and networking in avoiding common investor pitfalls Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Passive Investing Mastery website - passiveinvestingmastery.com Passive Investing Mastery on Facebook - www.facebook.com/PassiveInvestingMastery Connect with Patrick Grimes on LinkedIn - www.linkedin.com/in/patricksgrimes Invest on Main Street website - investonmainstreet.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Excess Returns, we explore the profound impact of passive investing with one of the most provocative thinkers in the space—Mike Green. Mike has developed a framework that challenges traditional market assumptions, shedding light on how seemingly "passive" investment flows might be actively reshaping markets, valuations, and even systemic stability. Using clips from our interviews, Mike breaks down complex ideas with clarity, humor, and critical insight. This is a must-watch for anyone who wants to understand the hidden mechanics behind modern markets—and what they mean for your portfolio.Topics Covered:Why passive investors aren't truly passiveThe systemic risk behind the growth of index investingHow passive flows distort price discovery and market behaviorThe QDIA effect and its unintended consequencesThe breakdown of correlation between value and growth stocksWhy international markets continue to underperformMike's thoughts on unemployment data and the gig economyThe real lesson investors should take from all thisWhat individual investors can realistically do about it

Whitney Elkins-Hutten of PassiveInvesting.com interviews multifamily expert Jon Siegel of RailField Partners for a deep dive into a high-stakes, $52 million, 218-unit acquisition in Greenwood, Indiana. In this episode, John reveals how his team navigated a competitive bidding process, structured a complex 1031 Exchange, and broke into a brand-new market outside their typical footprint. From deal sourcing and underwriting to strategy and execution, get the behind-the-scenes look at how institutional-level multifamily investing really works — and what it takes to win.

In This Episode, We Cover:✅ How Brian lost it all in 2008—and came back smarter✅ The rise of co-investing clubs and passive real estate deals✅ What syndications are and how to access them for as little as $5K✅ How Spark Rental helps investors diversify by deal type, timeline, and geography✅ What "asymmetric returns" really mean and how to find them✅ The new path to tax-advantaged real estate without being a landlordChapters:[00:00] Why Real Estate Isn't Just for Landlords[01:00] Meet Brian Davis: Early Success, Major Mistakes, and 2008 Collapse[03:25] Pivoting from Landlording to Passive Investing[04:40] Launching Spark Rental: From Software to Education to Co-Investing[06:50] How a Stolen Seed Fund Led to a Better Business Model[09:45] Syndication Basics: What It Is and Why It Works[15:00] How Syndication Funding Works (And Who's Involved)[16:25] Monthly Club Meetings and Group Vetting of Deals[18:30] What Returns to Expect from Equity and Debt Investments[21:30] The Role of Liquidity and Time Commitment in Real Estate[23:00] Brian's Final Take: Passive Real Estate Is More Accessible Than You Think

This week, have we been doing passive investing wrong? Half of us, give or take, now invest our money passively - but is there a better way? We’ll take a look today at alternative ways to track investment markets with your money. Host, Ed Monk, and his occasional guests provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Whitney Elkins-Hutten of PassiveInvesting.com interviews Ryan Narus, a seasoned multifamily investor and founder of The Archimedes Group, for an inside look at a wild ride into mobile home park investing. Get ready for a story of bankruptcy battles and strategic bidding wars, as Ryan unveils the details of acquiring the 182-unit Cape Fear Estates in Fayetteville, North Carolina. Dive deep into the complexities of purchasing a property out of foreclosure, navigating lender relationships, and the surprising realities of financial due diligence in this unique asset class. Ryan shares his journey from living in a mobile home to closing on his 85th property, offering invaluable insights on building a portfolio, structuring deals, and prioritizing resident well-being over quick returns in the dynamic world of mobile home park investing.

Joe Fairless, Co-founder of Ashcroft Capital, manages 2.7B dollars in apt communities, founder of the longest-running daily real estate podcast, and has a mantra live to give. Top 3 Value Bombs 1. The key to successfully shift from active to passive wealth is to leverage partnership. Find the right partners that are doing the things that can help you create and grow your wealth. 2. Rethinking time and money starts with how you value your time as much or more than you value your money. You will then be able to flip the script on your processes and be more focused on passive income. 3. Time is the most precious resource we have and as we are actively building our business, it is important to be mindful of the time we are investing into and to also have something working on the side to help us create passive income while were building the active income. Multifamily Investment Firm - Ashcroft Capital Sponsors Northwest Registered Agent - Protect your privacy, build your brand, and set up your business in just 10 clicks in 10 minutes. Visit NorthwestRegisteredAgent.com/fire and start building something amazing. ThriveTime Show - Become the next success story, schedule a free consultation and request tickets to join Football Star, Tim Tebow and President Trump's Son, Eric Trump at Clay Clark's next business conference today at - ThrivetimeShow.com/eofire.

Connect with Paul:https://www.wellingscapital.com/https://www.linkedin.com/in/paul-moore-3255924/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

What do a broken leg, a fourplex, and a podcast binge have in common? For Dallon Schultz, they were the catalysts that launched him from the high-stress world of emergency nursing into the multifamily investment scene. In this episode, Jake and Gino sit down with Dallon, co-founder of Capitalist Pro, to unpack how he transitioned from patient care to capital raising — now supporting deals totaling over $150 million.Dallon shares how a false sense of job security inspired his entrepreneurial pivot, the realities of raising capital without a track record, and how his tech-forward CRM system helps syndicators stay top-of-mind with investors. He also dives into syndication red flags, vetting GPs, avoiding capital call disasters, and building long-term relationships through automation without sacrificing trust.Whether you're an operator, aspiring investor, or raising your first dollar, this episode offers tactical gold on playing to your strengths, automating investor communications, and building real estate wealth through authentic connections.Don't forget to like, subscribe, and hit the bell for more deep dives into multifamily investing and raising capital.Guest Contact Info:Email: Dallon@capitallystpro.comPhone: 623-624-9909Linked In: https://www.linkedin.com/in/dallon-schultz/Website: www.capitallystpro.ioChapters:00:00 - Introduction  00:57 - Dallon's Pre-Real Estate Life as a Registered Nurse  04:31 - The Podcast That Flipped His Mindset  08:38 - What Deals Excite Dallon in Today's Market  14:10 - Target Markets: Why Dallon Focuses on Texas  18:42 - Raising Capital Without Experience: Mistakes and Strategies  21:58 - How Dallon Got His First Investors Without Syndicating  29:55 - The Investor “First Date”: Discovery Over Deal Pitch  32:32 - Automating Touchpoints but Keeping Relationships  38:09 - Webinar Tips: Focus on Structure Over Sexy Returns  39:48 - Email Cadence & Investor Engagement Scores  44:48 - Why Dallon Chose Capital Raising Over Operations  46:29 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

 In this episode of the Jake and Gino Podcast, we sit down with physician, real estate investor, and co-founder of PassiveAdvantage.com, Dr. Sam Giordano. Sam shares his journey from the medical field to passive real estate investing, the creation of his LP Deal Analyzer, and how he's helping busy professionals build wealth with clarity and confidence.We discuss critical topics like the dangers of floating rate debt, the importance of cash-on-cash returns, why understanding your sponsor matters more than chasing a flashy deal, and the common financial mistakes high-income earners make. Plus, we dive into "leaky gut," lentil love, and how buying assets can pay for life's biggest events, from weddings to college tuition.Whether you're a busy professional looking to start your investment journey or a seasoned investor refining your criteria, this episode is packed with actionable advice, humor, and hard-earned wisdom.Learn more at:https://www.passiveadvantage.com Subscribe for more interviews with real estate pros and wealth-building experts.  Chapters:00:00 - Introduction  03:53 - Sam's Financial Journey Post-Medical Training  07:11 - Advice for Physicians on Building Wealth Early  10:11 - Creating the LP Deal Analyzer  11:58 - Importance of Setting Strict Investing Rules Early  15:21 - Using AI to Streamline Passive Investing  22:24 - The #1 Mistake LP Investors Make  36:32 - Passive Advantage's Future Vision: Transparency in Syndication Deals  45:18 - Why Sam Loves Being a Doctor AND a Passive Investor  49:10 - How Sam's Investing Perspective Evolved Over 8 Years  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Gm! This week we're joined by Samara Cohen to discuss BlackRock's crypto strategy in 2025. We deep dive into the success of the Bitcoin ETP launches, investor demand for crypto, why Samara is bullish on tokenization, how to bridge traditional assets onchain & much more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods.Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- Crypto never sleeps. So we built an Al analyst that never blinks.Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.

Trump's Federal Reserve drama, China's trade stance, gold's surge, and the risks of a debt-laden economy are explored with Paul Kiker, while discussing the importance of actively managing wealth during volatile markets.Click Here for Peak Financial Investing

In this episode, Charles Carillo interviews Aleksey Chernobelskiy — founder of GP-LP Match and LP Lessons — about how limited partners can confidently evaluate real estate syndications, avoid capital call traps, and assess sponsor credibility. You'll learn: • The 3-pillar framework for vetting syndication deals • The difference between return of capital and return on capital • Why deal flow is the lifeblood of successful investing • What most LPs get wrong about capital calls • Red flags in fee structures and PPMs Whether you're a new or seasoned LP, this episode offers actionable guidance to help you make smarter passive investments. Resources Mentioned: • LP Lessons: https://lplessons.co • GP-LP Match: https://gplpmatch.com/ • LinkedIn: http://www.linkedin.com/in/chernobelskiy • Twitter: https://twitter.com/chernobelskiy   Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

If you don't want the hassle of becoming a landlord, passive investing could be your entry into real estate investing. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Jim Pfeifer, the former founder, president, and CEO of Left Field Investors, which is now PassivePockets. Jim is also the co-host of the PassivePockets podcast and a long-time investor in syndications as a limited partner. Jonathan and Jim start their discussion by outlining the story of Left Field Investors and Passive Pockets. Jim explains what drew him to passive investing versus active investing, the importance of vetting operators, and the downsides of becoming a landlord. You'll hear why you have to recognize that your investments are illiquid, where Jim places money outside of real estate investing, and the necessity of hiring experts to help you make the most of your money. Finally, Jim explains why he prefers personal recommendations over cold leads, the importance of doing your due diligence, and how PassivePockets helps investors vet syndicators. Jim Pfeifer has a long track record in syndication investing, and if you're interested in this asset class, don't miss his words of wisdom for finding the right investment. In this episode, you will hear: The inception of Left Field Investors and how that led to the creation of PassivePockets What drew Jim Pfeifer to passive investing versus more active investing The importance of vetting operators in syndications and why it's the key skill in passive investing Downsides of becoming a landlord Adjusting to the longer cycles in syndications as a limited partner and realizing your investments are illiquid One of the biggest mistakes Jim made as he began investing in syndications, and where he places money outside of real estate Using 1031 exchanges in syndications and finding experts who can help you make the most of your money Why personal recommendations from the investing community are always better than cold leads The perfect candidates for passive investing Funds versus one-off investing and the importance of due diligence How Jim vets syndicators and what PassivePockets does Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: PassivePockets website - www.passivepockets.com PassivePockets on YouTube - www.youtube.com/@PassivePocketsInvesting Find PassivePockets on LinkedIn - www.linkedin.com/company/passivepockets Connect with Jim Pfeifer on LinkedIn - linkedin.com/in/jimpfeifer Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Joe Rinderknecht is the founder of Upgrade Partners Capital (Fund of Funds) and Cowboy Capital (GP Sponsor), a real estate investment firm specializing in acquiring and operating value-add apartment buildings under 100 units. He focuses on deals within a four-hour drive of his home, ensuring hands-on management and strong market expertise. His latest acquisition, a 54-unit property built in 1998, has seen a $2.5 million value increase in just six months through strategic improvements and operational efficiencies.With nearly a decade of experience in commercial real estate, Joe has owned and invested in approximately 600 apartment units across Montana, Idaho, Utah, Texas, and Ohio. His background includes property management, constructions management, asset management for large portfolios, and capital raising for various deals.Joe earned his BS in Finance with a minor in Real Estate and Entrepreneurship from Utah State University in 2018. He also runs Tiny's Tribe, a 506(c) nonprofit dedicated to supporting families affected by life-changing accidents.When he's not working on real estate deals, Joe enjoys fishing, traveling, and enjoying the outdoors with his wife and three children.SummaryIn this episode, Randy Smith interviews Joe Rinderknecht, co-founder of Upgrade Partners Capital and Cowboy, discussing the current state of the multifamily real estate market, challenges faced by passive investors, and Joe's personal journey from ranching to real estate. Joe shares insights on building a multifamily portfolio, focusing on sub-100 unit investments, and strategic approaches to deal sourcing. He emphasizes the importance of construction management and personal connections in real estate transactions, while also providing educational resources for aspiring investors.Chapters00:00 Market Dynamics and Passive Investment Challenges06:20 Joe Rinderknecht's Journey and Background12:56 Real Estate Ventures and Lessons Learned18:52 Navigating Construction Challenges and Fund Strategies21:19 Exploring Fund Structures and Deal Flow23:21 Market Focus and Asset Selection26:54 Navigating Tertiary Markets and Local Resources27:37 The Niche of Sub-100 Unit Properties32:43 Educational Resources and Learning Opportunities37:47 Due Diligence in Construction Management40:48 Personal Growth and Investment Strategies42:39 outro RANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, multifamily, market trends, investment strategies, construction management, deal sourcing, education, investment portfolio, financial growth

Investing passively is a great way to generate cash flow and appreciation, without having to deal with day-to-day operations. You just need to develop the skills at vetting operators and specific deals. David Shirkey, a fellow passive investor, has done a great job finding quality operators and profitable deals over the past eight years. David has made successful multifamily investments plus several profitable investments in Mobile Home Parks, in addition to making some mistakes early on. Additionally, David founded the Michigan Investor Group to help other investors like himself learn about Real Estate and other alternative investments that produce cash flow.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!How should optometrists approach investing their hard-earned money? With thousands of mutual funds and countless investment strategies, deciding can feel overwhelming. In this episode, Evon dives deep into index investing—explaining clearly why passive investing through broad market index funds consistently outperforms active management.He explores the fascinating history of index funds, the robust academic research behind them, and exactly why an evidence-based, passive approach makes sense for optometrists. Evon also breaks down common misconceptions around "settling for average" and explains how choosing simplicity, lower costs, and broad diversification can significantly boost long-term investment success.You likely aim to take an evidence-based approach to optometry, and Evon's suggestion is to take the same approach to finance and investing.Highlights of the Episode:What Exactly Are Index Funds? Evon defines indexes and index funds clearly, showing how they provide easy access to broad markets at low cost.The Fascinating History Behind Index Funds Learn how groundbreaking academic research in the 1960s and 70s led to the creation of index funds, and why the initial skepticism turned into widespread adoption.Evidence of Index Funds Outperforming Active Management Evon shares compelling data, such as the SPIVA Report findings, showing that over 80-90% of active managers fail to beat their benchmark index over long periods.Why Active Investing Often Falls Short Explaining why consistently outperforming the market through active investing is incredibly challenging.Fees and Taxes Matter Understand how high fees and tax inefficiencies can significantly erode your returns, making index funds even more attractive.Diversification is Your Friend Evon details shocking statistics about individual stock performance and shows how index funds naturally diversify your portfolio, increasing your odds of owning top-performing stocks.Simplicity is Strength Discover why investing doesn't need to be complex, and how simplicity through index investing can lead to better investment behavior and results.Resources Mentioned:Ep 94: Why Active Investment Management Fails with Andrew Berkin, PhDSPIVA Report - Year End 2024S&P's US Persistency Scorecard - Year End 2023Morningstar's Active/Passive BarometerHendrick Bessembinder (2018): Do Stocks Outperform Treasury Bills?Movie: DFA's Tune Out The NoiseBook: A Random Walk Down Wall StreetStay Connected:Click here to Subscribe to the Eyes On The Money Newsletter for weekly financial insights tailored specifically to optometrists.Have Questions? CLICK HERE to schedule a short introductory callThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Whitney Elkins-Hutten of PassiveInvesting.com interviews Chase Murphy, a seasoned real estate developer and home builder with 15 years of experience in the multifamily space. They delve into Chase's recent acquisition of a 14-unit duplex property on St. Joe Road in Sellersburg, Indiana, discussing the creative equity swap deal that made it possible after a decade of relationship building. Chase shares insights on securing lending through a local credit union, his due diligence process, and his unique exit strategy involving potential lot splitting and individual sales. Tune in to learn how to leverage equity, nurture long-term relationships, and identify hidden value in multifamily deals.

Please welcome my guest today, dentist Josh Cochran, who didn't just build the largest general dental group in the Inland Northwest, he built a real estate empire while he was at it. After selling a stake in his thriving dental practice, he set his sights on commercial real estate, starting with medical retail development before getting involved in ground-up multifamily projects worth over $125 million.   The Accidental Developer Josh has an interesting background in that he didn't just lease space for his dental offices, he built them and, in the process, he discovered he had a knack for development. What started as a necessity quickly became a passion, leading him to acquire land, structure deals, and transform raw dirt into ground up developments.   Scaling Up to Multifamily Retail development had its challenges, but Josh knew where the market was heading. He pivoted to multifamily, securing land, entitling projects, and working with institutional capital partners to develop over 450 units across five projects. Along the way, he raised millions from investors, balancing capital allocation with active development.   Raising Millions While Protecting Investors With a network of high-net-worth investors, many from his dental background, Josh built a capital-raising system. He is hyper-focused on due diligence, personally vetting deals, sponsors, and market fundamentals before committing capital. His slow and steady approach has helped him safeguard investors from the risky, overleveraged deals that have sunk others.   Lessons from the Trenches Josh shares the hard-earned lessons from his transition, including: Why development takes longer than you think—but is worth the wait The biggest fundraising mistakes investors make (and how to avoid them) How he structures deals to align incentives and mitigate risk The power of relationships in CRE and why “going deep” is better than broad diversification.   *** From running a successful dental practice to structuring nine-figure real estate deals, Josh's journey proves that the right mindset and strategic partnerships can open the door to CRE success. If you're looking to break into development, master capital raising, or scale a real estate business, this episode is full of real-world lessons and advice.   *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

In this powerful episode of the Vinney & Beau Show, real estate experts Vinney Chopra and Beau Eckstein tackle a crucial theme for today's economy—how to stack skills to build your own financial economy. With stock market volatility and global uncertainties swirling, this episode offers listeners a timely blueprint to become financially insulated and opportunity-ready.   Beau dives into his own journey of stacking skills over time—from mastering SBA lending, to becoming a franchise broker, to diving deep into tax strategies that reduce his tax bill year after year. Meanwhile, Vinney shares how pivoting from multifamily to senior living and hotels has created exponential returns.   Key topics covered:

What a time to be alive. If we're right, the dollar regime is now on its last legs, which makes pre-positioning your portfolio for this shift is a must-do activity. Further, we're going to have to be both nimble and humble, because much of what will happen next cannot be predicted. It will emerge.Resources:Peak Financial InvestingProtecting Your Wealth from the Great Taking

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kris Reid, an international real estate consultant and founder of a leading real estate podcast network. Kris shares his journey from being a software engineer to becoming an SEO expert, and eventually transitioning into real estate and podcasting. He discusses the unique advantages of podcasting for building referral networks in real estate, the importance of niche content, and how podcasting can benefit passive investors. Kris also reflects on his experiences living in different countries and the freedom that comes with running an online business. He concludes with advice for aspiring podcasters, emphasizing the need for consistency and passion in their endeavors.Main Points: Kris transitioned from software engineering to SEO and then to real estate.Podcasting has become a powerful tool for building relationships in real estate.87% of real estate transactions come from referrals, highlighting the importance of networking.Creating niche-specific content can attract the right audience.Podcasting can help passive investors connect with opportunities.Living abroad has provided Kris with a unique perspective on business and lifestyle.Online businesses offer more flexibility and lower startup costs compared to traditional businesses.Most podcasts fail within the first few episodes due to lack of monetization.Consistency is key in building a successful podcast or business.Finding and following your passion is essential for long-term success.Connect with Kris Reid:https://linkedin.com/in/krisreidre/https://www.facebook.com/IconsOfRealEstatehttps://www.instagram.com/iconsofrealestatehttps://www.youtube.com/@iconsofrealestatehttps://www.tiktok.com/@iconsofrealestatehttps://iconsofrealestate.com/framework

Schuyler Williamson is a leadership expert, entrepreneur, and decoratedmilitary veteran who has consistently achieved at the highest level in bothbusiness and service. As the author of The Steady Leader: Leadership ModelsThat Bring Clarity to Chaos, Schuyler provides actionable strategies for leadingthrough uncertainty, drawing from his experience as a Bronze Star Medalrecipient and combat officer with deployments to Iraq and Afghanistan. A topgraduate of West Point and McCombs MBA, Schuyler ranks in the top 1 percentof real estate agents nationwide, with hundreds of millions in sales andownership of over fifty-five investment properties. He is the founder of multiplesuccessful businesses, including Williamson Group and Mission HomeBuilders, and leads the Corporate Battlefield Mastermind, helping highachievers build wealth and leadership. Schuyler's insights have been featuredon his Money Mission YouTube channel and hundreds of blogs, and he hasinspired audiences at Oracle, Dell, Keller Williams Realty, Care.com, Logitech,Smith + Nephew, and Financial Executives International with his message thattrue leadership thrives in chaos.https://www.schuylerwilliamson.com/https://www.instagram.com/schuylerwilliamson/https://www.linkedin.com/in/schuylerwilliamson/https://www.youtube.com/@thesteadyleaderChapters00:00 Current Market Insights03:39 Skyler's Journey to Real Estate06:33 Building a Real Estate Portfolio09:26 Transitioning to Leadership13:07 The Construction Business15:51 The Laundromat Venture26:16 Cash Flow Focus in Business27:50 Partnering with Passive Investors30:24 Choosing the Right Partners35:17 The Steady Leader: Insights from Schuyler's Book40:05 Recommended Resources for Investors46:08 Due Diligence for Passive Investors47:53 Bucket List Adventures and Investment Insights49:58 outroRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestorKeywordsreal estate, passive investing, market insights, leadership, construction, laundromat business, partnerships, expectations, book release, investment advice 

In this conversation, Will Galloway shares his inspiring journey from a challenging upbringing to becoming a successful real estate entrepreneur. He discusses his initial struggles in the real estate market, the lessons learned from his first renovation, and the challenges faced while running a nightclub. Will emphasizes the importance of understanding the real estate business, the value of wholesaling, and his commitment to giving back through his Ultimate Wholesaler Academy.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat     Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, John Harcar interviews Patrick Grimes, CEO of Passive Investing Mastery, about recession resilient investments, particularly in the legal industry. Patrick shares his journey from being a mechanical engineer to becoming a successful investor, emphasizing the importance of diversification and investing in non-correlated assets. He discusses the current trends in alternative investments, the significance of building a supportive community, and offers advice for new investors looking to navigate the complexities of the investment landscape.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Whitney Elkins-Hutten of PassiveInvesting.com interviews apartment syndicator Phil Moeller about his acquisition of the 30-unit The Henley in Troy, Ohio. He emphasizes the importance of speed, clear communication, and a strong relationship with a local bank to successfully close a real estate deal. Phil also talks about dealing with public private debt, handling an in-house property management team, and the challenges of dealing with less experienced house sellers.

Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his expert perspective on today's market challenges, including the unprecedented narrowness of recent markets, the impact of tariffs on the US economy, and why the current environment calls for a shift toward value investing and greater diversification. Drawing on decades of experience, Bernstein offers practical wisdom for navigating today's uncertain investment landscape.Topics Covered:The difference between the 2008 financial crisis and today's economic challengesWhy 2023-2024 saw the most narrow stock market since the Great DepressionThe potential impact of tariffs as "the biggest tax on consumers in our professional careers"Why investors should err on the side of value over growth in the current marketHow US debt levels impact interest rates and economic competitivenessThe role of the Federal Reserve as a lagging rather than leading indicatorWhy gold serves as an effective hedge against uncertaintyBernstein's skeptical view on cryptocurrency and Bitcoin valuationThe limitations of index funds in today's market environmentTimeless advice for wealth building: stick to fundamentals and avoid "get rich quick" thinking

Brookfield CEO Bruce Flatt reveals the investment philosophy behind building one of the world's largest alternative asset managers with over a trillion dollars under management.  At the core of Brookfield's strategy is a disciplined focus on downside protection that has delivered 19% annualized returns over 30 years. Flatt identifies three major trends driving their investments: digitalization (including AI infrastructure), global energy transition, and reindustrialization as supply chains shift. The conversation explores Brookfield's approach to risk management, their expansion into insurance, and their meritocratic culture. When Shane presses for clarity on Brookfield's complex corporate structure, Flatt provides rare insights into how the organization's design creates both operational flexibility and investment opportunities.  What separates Brookfield from competitors? Patient capital: the discipline to wait for extraordinary opportunities and the financial strength to act when others can't.  If you want to understand how the smartest capital allocators think and what it takes to build something enduring, this episode is essential listening.  Thanks to these sponsors for supporting our show:  NordVPN: EXCLUSIVE NordVPN Deal ➼ nordvpn.com/KNOWLEDGEPROJECT. Try it risk-free now with a 30-day money-back guarantee  Shopify: Sign up for your one-dollar-per-month trial period at shopify.com/shane. All lowercase. ShipStation: Get a 60-day free trial at www.shipstation.com/knowledgeproject. The opinions shared on this podcast belong solely to those expressing them. Hosts and guests may hold positions in the securities discussed. This podcast is intended to provide general information only and should not be considered financial advice.  (00:02:56) Changes in Investing Over the Past 25 Years (00:04:51) How Private Enterprise Has Built Our Tech Infrastructure (00:07:08) Implications and Opportunities of Passive Investing (00:09:08) Advantages of Private Companies (00:12:36) Three Investment Themes (00:15:11) Winners in Digitalization (00:16:45) Application of Artificial Intelligence in Businesses (00:21:44) Transition to Low-Carbon Energy (00:25:24) Future of Data Centers (00:27:32) De-globalization of Industry (00:29:59) Implications of Manufacturing Repatriation (00:31:11) Long-term Prospects for America (00:36:20) Approach to Risk and Debt (00:37:48) Impact of Interest Rates (00:40:47) Managing Market Dislocations (00:42:30) Long-term Investing Strategy (00:45:06) History and Future of Brookfield (00:47:55) Exploration of Private Markets and Insurance (00:48:48) Investment Decision Process (00:55:18) Understanding Brookfield's Structure (00:59:40) Positioning of Brookfield's Businesses (01:00:21) Talent and People Management at Brookfield (01:02:58) Focus on Downside Protection (01:05:03) Accountability in Investment Decisions (01:06:32) Understanding Investment Cycles (01:08:14) Learning and Training in the Organization (01:09:06) Postmortem Analysis of Investments (01:11:14) Consideration of Geopolitical Risks Newsletter - The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Upgrade — If you want to hear my thoughts and reflections at the end of the episode, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Watch on YouTube: @tkppodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Best Ever CRE Show, Joe Fairless interviews Sam Giordano, a practicing gastroenterologist, real estate investor, and co-founder of PassiveAdvantage.com. Sam shares his journey into real estate syndications as a limited partner (LP), highlighting how his meticulous vetting process led him to create an AI-driven platform to help high-income professionals assess passive investments. He discusses the importance of sponsor evaluation, risk assessment, and market diversification, as well as the challenges faced by LPs in today's economic climate. Sam also provides insights into how his software automates due diligence, offering a transparent, structured approach to analyzing investment opportunities. Sam Giordano Based in New Jersey Co-Founder Say hi to them at https://www.passiveadvantage.com/ https://www.linkedin.com/in/samuel-giordano-md-13bb5a130/ Sponsors: Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices