Can you really reduce your taxes without owning a business?
Adam Penn, founder of Bidwell Capital, explains how high-income earners can legally and effectively cut their tax bills using real estate and oil & gas investments.

We talk about the short-term rental tax rules, oil and gas deductions, and red flags to avoid in private placement deals.
Adam also shares his path from software engineer to fund manager, and how everyday investors can follow the same playbook.

Guest: Adam Penn, Founder of Bidwell Capital
Guest Contact: linkedin.com/in/adamjpenn | [email protected] | bidwellcapitalfund.com

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Most “passive” investors don’t need more hype—they need a checklist and a stance. In this conversation, Shawn Griffith (Craft Capital Investments) lays out how to think like a limited partner who actually protects their capital. We cover the fee ranges that make sense (and when they don’t), how to use a PPM without getting overwhelmed, what questions to ask a GP about debt and downside, and simple portfolio rules of thumb (e.g., cap your exposure per deal and per sponsor). Shawn also shares how his team approaches heavy value-add in DFW, why broker relationships matter for certainty of close, and the debt moves that helped keep distributions flowing while others paused.

• Guests: Shawn Griffith
• Guest Contact: craftcapitalinvestments.com | [email protected] | linkedin.com/in/shawn-griffith

• Subscribe and download the free guide at https://bit.ly/ChatGPTDD.

Marinas can look complicated—multiple business lines, seasonality, moving parts. New Haven Marinas argues that’s the opportunity. Dallas Hayden (ex-Bear Stearns, PE) and Josh Conley (Amazon, oil & gas) walk through buying mom-and-pop marinas in destination lakes with full occupancy, waitlists, and limited new supply. We get into buying at wider cap rates than apartments, adding slips to meet demand, cleaning up operations, and underwriting the mix of long-term slip revenue vs. short-term (fuel, ship store, rentals). We also talk diligence questions for LPs and the real risks to watch.

• Guests: Dallas Hayden and Josh Conley

• Guest Contact: newhavenmarinas.com | [email protected]

How do you vet a sponsor when everyone’s marketing looks the same? Pat Zingarella, CEO of Invest Clearly, explains how verified LP reviews and public GP responses can help investors see what really happens between acquisition and exit. We talk about why communication is the most common complaint, how Invest Clearly verifies reviewers and adds just enough friction to filter noise, and how GPs benefit without controlling reviews.

We also get practical on due diligence: build an LP network, separate deal vs. operator, align risk with operator experience, and maintain enough deal flow to avoid forcing a mediocre “yes.”

• Guest: Pat Zingarella, CEO, Invest Clearly

• Guest Contact: investclearly.com | [email protected] | linkedin.com/in/pasqualezingarella

• CTA: Subscribe and download the free guide at https://bit.ly/ChatGPTDD.

What’s it really like to invest in multifamily right now? In this episode, I sit down with Dustin Miles, co-founder of Momentum Multifamily, to talk through the lessons he’s learned after more than a decade in the business. Dustin shares how he started as a passive investor, what it was like to buy deals with huge spreads between debt and cap rates, and how the recent market shift has forced operators to adapt.

We dig into the dangers of floating-rate bridge loans, the rising cost of insurance and taxes, and why tax abatements are becoming a lifeline for some properties. For accredited investors newer to alternatives, Dustin explains what questions to ask when reviewing a sponsor’s track record and why communication is just as important as returns.

Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent

🎯 Free Guide for Accredited InvestorsDownload the “How to Use ChatGPT for Investment Due Diligence” guide here:👉 bit.ly/ChatGPTDD

Guest: Dustin Miles - Co-Founder Momentum Multifamily

LinkedIn: linkedin.com/in/dustin-miles/

Email: [email protected]

Website: momentummultifamily.com/

Ever wondered what a former IRS auditor thinks about your tax strategy? In this episode, I sit down with Gabe Hogan, a tax attorney who spent years inside the IRS before moving to the private side. Gabe shares hard earned insights on where most high earners miss opportunities and how to legally cut your tax bill without crossing the line.

We cover everything from the Augusta Rule and paying your kids to advanced plays like oil and gas and short-term rentals. Gabe also opens up about the inefficiencies inside the IRS, what really triggers an audit, and why good planning beats last-minute write-offs every time.

If you’re a doctor, attorney, or business owner tired of paying more than your fair share, you’ll walk away with practical strategies and a new way to think about taxes.

Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent

🎯 Free Guide for Accredited InvestorsDownload the “How to Use ChatGPT for Investment Due Diligence” guide here:👉 bit.ly/ChatGPTDD

Guest: Gabe Hogan, Tax Attorney & Former IRS Auditor

LinkedIn: linkedin.com/in/gabehogan/

Email: [email protected]

Website: palmettostax.com

Dave Kotter explains how he combines the security of debt with the upside of equity in his hybrid loan strategy. By securing a first-position lien, he ensures strong downside protection. By adding equity participation, he captures growth potential.

We cover how he chooses deals, vets operators, and negotiates terms that work for both sides. If you’ve been looking for an investment approach that delivers predictable income without capping your upside, Dave’s model is worth understanding.

Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent

🎯 Free Guide for Accredited InvestorsDownload the “How to Use ChatGPT for Investment Due Diligence” guide here:👉 bit.ly/ChatGPTDD

Connect with Dave KotterLinkedIn: linkedin.com/in/dave-kotter/Email: [email protected]: hybriddebtfund.com

Steve Blackwell isn’t just raising capital—he’s building communities of passive investors who want better access, better deals, and better alignment. In this episode, we talk through how he evaluates operators, the red flags investors should look out for, and how he structures investments to protect downside while leaving room for upside.

We also cover tax strategies in oil and gas, the difference between exploratory drilling and proven production, and how Steve approaches risk when reviewing offerings. If you're curious about how seasoned investors do due diligence—and how capital raisers earn trust the right way—this is one of those episodes you’ll want to revisit.

Plus, we talk about the Passive Investor Event (PIE) , and why it’s one of the few conferences that actually delivers value to limited partners.

🔗 Connect with Steve:
• invitoep.com
• linkedin.com/in/steveblackwell
• passiveinvestorevent.com

🎁 Get the free guide: “How to Use ChatGPT for Investment Due Diligence” at accreditedinvestoredge.com/chatgpt

Zane Schartz has built a 500+ unit real estate portfolio—and he did it without chasing flashy returns or taking wild risks. In this episode, we dig into how Zane approaches investor relations, evaluates sponsors, and chooses solid, long-term deals over hype.

We also get real about the friction that exists between GPs and LPs, how to avoid getting burned in private placements, and why Zane believes in “relationship-first capital raising.” If you’re an accredited investor, this episode is packed with insights on how to protect your capital and partner with people who know what they’re doing.

Zane also shares his personal investing filters and what he looks for when deciding whether to bring a deal to his network.

Come to PIE: passiveinvestorevent.com

🔗 Connect with Zane:
• freedomcre.net
• [email protected]
• linkedin.com/in/zaneschartz

🎁 Get the free guide: “How to Use ChatGPT for Investment Due Diligence” at accreditedinvestoredge.com/chatgpt

What happens when a high-income CPA sells his firm and goes deep into alternative investments? Keith Blackborg did just that, and in this episode, he joins Jared to unpack the strategies that helped him reach financial freedom by age 33.

You’ll hear how Keith helps other high-net-worth investors navigate the maze of private placements, passive income, and tax planning. The conversation covers the mindset shift it takes to leave the W-2 world, the pros and cons of different investment types, and the exact filters Keith uses to vet sponsors and deals.

If you’re an accredited investor or a high earner new to alternatives, this episode will give you practical frameworks and real-world stories that make the space feel a whole lot less intimidating.

Check out the Passive Investor Event HERE

Get Tickets HERE

👉 Download the free guide: “How to Use ChatGPT for Investment Due Diligence” at: accreditedinvestoredge.com/chatgpt

Ways to get in contact with Keith:

Find Keith on LinkedIn

Talk to Keith about Discounted Rollovers