Passive Real Estate Strategies: Investing in Syndications and Funds

Key Highlights

[00:20-8:39]

• Bryce Keffeler’s introduction, his audience, and who he works with.
• What “Making Rich Real” means.
• How Real Estate can fit into your portfolio and if it’s the right fit for you.

[8:40-15:48]

• How important investing in a tangible asset is.
• How big of a risk illiquidity is in your investing portfolio.

[16:15-25:20]

• What opportunities Bryce is seeing that he is excited about.
• The different asset classes that are looking to grow in the future.
• Execution risk vs. Operational cost

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• This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)

If you like our content, please give us a rating on the platform you’re listening on!

Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.

Check out our investing firm: https://www.presidentsclubinvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call?month=2023-10

Key Highlights

[0:20-4:59]

• Randi Jo’s introduction, what kind of investing she does, and how she first got into house flipping with her husband.
• How and why Randi Jo made the switch from active to passive investing, and what kind of properties she invests in.

[5:00-9:09]

• How Randi Jo has diversified her investing portfolio, and why she chose to go this route.
• Where Randi Jo and her husband started and how they were able to do their first investment.
• Why she started investing using her retirement accounts.

[9:10-15:05]

• The red and green flags Randi Jo looks for when investing.
• Some questions Randi Jo asks when deciding who to invest with.

[15:30-22:17]

• How Randi Jo’s criteria has changed and what metrics she looks for when deciding on what to invest in.
• A good timeline for cash-on-cash return.
• The process of investing with a retirement account.

[22:18-26:00]

• The future for Randi Jo and some projects she’s working on.
• Where to find Randi Jo online and through socials.

Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/

• This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)

If you like our content, please give us a rating on the platform you’re listening on!

Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.

Check out our investing firm: https://www.presidentsclubinvestors.com/

Want to invest with us? Schedule a brief call here:https://calendly.com/justin-732/investor-call?month=2023-09

Key Highlights

[1:23- 6:47]

• How Travis started his journey into Real Estate and passive investing.
• Why he made the switch from active to passive investing.

[6:48-11:51]

• How Travis got connected in the passive investing market.
• How Travis looks at deals now vs. when he first started investing.
• Important criteria he looks for when deciding which deals to go for.

[12:16-16:10]

• How to vet for an LP that truly works for you.
• Travis’s plan going forward when investing in the future.

[16:11-20:45]

• What Travis means when he says he’s in “Private Money Lender”.
• Why Travis likes 1-on-1 lending rather than being a part of a fund.
• How to reach out to Travis and where to find him.

Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/

• This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)

If you like our content, please give us a rating on the platform you’re listening on!

Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.

Check out our investing firm: https://www.presidentsclubinvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call?month=2023-09

Key Highlights

[1:10-6:44]

• Ronnie explains his journey through Real Estate, building from Single to Multi-family.
• What kind of LP Deals Ronnie invested in to retire on his passive income.

[6:45- 12:14]

• How Ronnie thinks things have changed in the market within his few years of investing.
• What challenges are presented within the market at the moment.

[12:39-17:59]

• What kind of strategies Ronnie has seen and prefers to utilize when investing.
• What kind of markets Ronnie suggests for newcomers to look into.

[18:00-23:20]

• What are some things Ronnie looks for to tell him that a deal won’t work out.
• The importance of having a dedicated team working with you, and how to vet a team.

Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/

• This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• 
  

If you like our content, please give us a rating on the platform you’re listening on!

Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.

Check out our investing firm: https://www.presidentsclubinvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call?month=2023-09

• Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/
  • This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• If you like our content, please give us a rating on the platform you’re listening on!
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.
• Check out our investing firm: https://www.PresidentsClubInvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Key Points:

1. [0:34-01:40] Cash on Cash Return:

a. Measures rental income against invested capital.

b. Determines the percentage of return from net rental income.

c. Investors seek an average of at least 5%, varying with strategies and property types.

2.[01:48-3:00]Average Annual Return:

a. Calculates overall return over a specified investment period.

b. Combines cash flow, sale proceeds, and other income.

c. Aiming for a minimum of 15% average annual return, depending on investment duration.

3.[3:14-4:00]Equity Multiple:

a. Measures how much an investment multiplies the initial equity.

b. Reflects overall profit generated from the investment.

c. Aim for around 2.0 equity multiple, adjusting for deal length and timing.

4. [4:14-5:00] Internal Rate of Return (IRR):

a. Complex formula incorporating the time value of money.

b. Prioritizes quicker cash returns due to inflation's impact on future cash value.

c. Target around 15% IRR, considering investor preferences and investment horizons.

5.[5:14-7:00] Individual Investment Goals:

a. Different investors emphasize various metrics based on their objectives.

b. Some prioritize cash flow and steady returns, while others focus on higher IRR and equity multiples.

c. Understanding your investment strategy helps determine which metric is most crucial.

The episode delves into essential metrics for evaluating real estate deals, including cash on cash return, average annual return, equity multiple, and internal rate of return (IRR). Each metric offers insights into different aspects of an investment, catering to diverse investor goals and strategies.

• Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/
  • This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• If you like our content, please give us a rating on the platform you’re listening on!
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.
• Check out our investing firm: https://www.PresidentsClubInvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call


If you’re a passive investor this is an episode that you need to stick around for until the end. Will is a good friend of mine that I met at a conference and immediately knew his experience building a massive passive income portfolio would be invaluable to you at any stage of your passive investment journey. 

In this episode we’ll go over red and green flags for investments and sponsors and how Will and his wife have ramped up their portfolio in just a short period of time.

Key Points

[0:56-04:34]Topic 1: Will's journey to becoming a full-time passive investor Key points:

• Will and his wife initially planned to have military careers but got into real estate after buying a house during their first duty assignment. 
• They started by renting out their first property and buying another one at their next assignment, gradually accumulating more properties.
• They transitioned from being landlords to getting involved in private lending, starting with small projects and gradually increasing the amounts.

[05:29-10:35]Topic 2: Starting small versus jumping into larger deals Key points:

• While Will would choose to start with a bigger deal if he could go back in time, he believes it's important for most people to have at least one or two small investments in the beginning for comfort and understanding of the process.
• Starting small allows investors to gain trust in the process and the people they're investing with.
• Will advises considering the timing and purpose of the investment when deciding between smaller or larger deals.

[7:05 - 12:56]Topic 3: Exciting deals and the importance of liquidity Key points:

• Will discusses a syndication he's involved in, where dilapidated single-family houses are demolished and replaced with small multifamily developments, providing good returns.
• Liquidity is an important factor to consider when investing, as some projects can lock up funds for longer periods of time .
• Flexibility and trust in the operator are crucial when navigating investment projects with varying timelines .

• Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/
  • This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• If you like our content, please give us a rating on the platform you’re listening on!
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.
• Check out our investing firm: https://www.PresidentsClubInvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Investments like stock portfolios or traditional retirement accounts can actually hide losses and package them up as gains. Not many people know about this but in todays episode we’re going to talk about how these portfolio managers can actually lose you money and still advertise to you and the rest of the world that they made you money and at the end of the episode we’ll walk through a real world example.

Key Points:

1.[0:41-2:14] Manipulation of Averages:

a. Investment portfolios can obscure losses by manipulating average returns.
b. Fluctuations in volatile investments can lead to years of loss followed by gains.
c. Averaging losses and gains might yield a 0% average return, but it conceals actual monetary losses.

2.[2:14-2:31] Case Study - Real World Example:

a. Using a 10-year period in the stock market (2000-2010) as a case study.
b. Market experienced economic crises during this time, resulting in overall poor returns.
c. Averaging the returns might show a minor positive average, but the actual result was a significant loss.

3.[2:31-3:48] Importance of Understanding True Gains:

a. Averages can mask the reality of losses or subpar returns over time.
b. Investors should look beyond averages and consider actual dollar amounts gained or lost.
c. Positive average annual returns can still result in overall monetary losses, highlighting the need for careful analysis.

The episode emphasizes the deceptive nature of average returns and encourages investors to look beyond averages to understand the actual financial outcomes of their investments.

• Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/
  • This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• If you like our content, please give us a rating on the platform you’re listening on!
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.
• Check out our investing firm: https://www.PresidentsClubInvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

When investing passively I believe the operator is the #1 factor of success, and a close second is the asset type. As a passive investor you should understand if the asset you’re investing in is heading into headwinds, or tailwinds.

In today’s episode, Paul Moore talks about an asset class that’s seeing a 5x increase in demand since 2021 and how you can capitalize on it.

Key Points:

1. Asset Type Importance: When investing passively, the success largely depends on the operator and the asset type. Understanding if the asset is facing headwinds or tailwinds is crucial for passive investors.

2. Rising Demand for Self-Storage and RV Parks: Self-storage and RV parks have seen a significant increase in demand, with a 500% rise since 2021. The growth is driven by factors like the remote work revolution, increased RV ownership, and the popularity of destination parks.

3. Diversification and Value-Add Strategies: Investors can capitalize on the demand by investing in self-storage facilities or RV parks through experienced operators. Value-add strategies, such as adding amenities like waterparks or floating obstacle courses (Wibits), can enhance the investment's returns.

Overall the podcast discusses the opportunities for passive investors in the real estate market, focusing on the surging demand for self-storage and RV parks. The success of passive investments relies heavily on the operator's expertise and the chosen asset type. Self-storage and RV parks have experienced significant growth, making them attractive investment options. By partnering with experienced operators and exploring value-add strategies, investors can capitalize on the rising demand and potentially achieve strong returns in these asset classes. As with any investment, conducting thorough due diligence and understanding market trends are essential for making informed decisions.

• Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/
  • This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• If you like our content, please give us a rating on the platform you’re listening on!
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.
• Check out our investing firm: https://www.PresidentsClubInvestors.com/

Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call


You may have seen or invested in a fund of funds before possibly without knowing it. A fund of fund allows investors certain flexibility with their investments, typically in exchange for slightly higher costs. In this episode we’ll break down the fund of fund model and lay out its pros and cons.

Key Points:

1.[00:49-01:19 Definition of Fund of Funds: 
A fund of funds is a sub fund that invests in another fund. It allows investors to combine their investments with others, providing flexibility and potentially better terms from the operator.

2.[3:35-5:26] Pros of Investing in a Fund of Funds:
a. Better Returns: Investors historically see better top-line returns due to leveraging a larger investment pool.
b. Flexible Terms: The fund of funds may have lower minimum investment requirements compared to the underlying funds, providing more accessibility for investors.
c. Double Layer of Due Diligence: With both the operator and the fund of funds team conducting due diligence, investors benefit from a dual assessment of the investment opportunity.

3.[05:26-7:09] Cons of Investing in a Fund of Funds:
a. Additional Fees: The fund of funds model involves additional fees, as both the operator and the fund of funds team will charge for their services.
b. Minimum Investment Risk: If the fund of funds fails to meet its minimum investment target, it may affect the terms and returns for investors.

Overall, investing in a fund of funds can offer the advantage of higher returns, flexible terms, and additional due diligence. However, investors need to carefully assess the associated fees and ensure that the fund of funds will meet its minimum investment target to honor the agreed terms.

• Download our RETIRE WITHIN 10 Bundle: https://www.RETIREWITHIN10Bundle.com/
  • This bundle will help you strategize how long you can replace your active income with passive income and lay out the exact methods to get you there faster. (Spoiler: Most can get there within 3 - 7 years with the right plan in place)
• If you like our content, please give us a rating on the platform you’re listening on!
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on.
• Check out our investing firm: https://www.PresidentsClubInvestors.com/
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

With over 24 years of multifamily experience, Ken Gee is on today to talk about how their investing strategy reduces risk and capitalizes on huge returns. 
We’ll also dive into the current real estate market and what types of opportunities Ken is most excited about taking advantage of

Key Points:

• [00:55- 1:54]Multi-Family Investing: Ken Gee has over 24 years of experience in multi-family real estate investing and is passionate about this asset class. He believes in sticking to what you know and have become good at, and for him, that's multi-family.
• [1:55-11:25]Mitigating Risks: Ken emphasizes the importance of diversifying revenue streams and choosing growth markets. Multi-family properties, especially in strategic locations like near military bases or popular attractions, offer a diversified tenant base and steady demand even during economic downturns.
• [13:04-16:45.. ]Value-Add Strategy: Ken's investment approach involves adding value to properties through exterior and interior renovations. He focuses on creating a strong amenity package to attract tenants and make the property more appealing. He believes in improving the exterior first to attract potential renters and then upgrading the interior units. This approach enhances the overall value of the property and drives higher returns.

Overall, the podcast discusses Ken Gee's experience in real estate investing, his passion for multi-family properties, and his value-add investment strategy, emphasizing diversification and mitigating risks. The current real estate market is explored, along with the opportunities and challenges in the industry.