Investment expert Spencer Hilligoss of Madison Investing joins host Paul Shannon to discuss the essentials of vetting real estate sponsors. From building your network to identifying financial red flags, Spencer shares his five-part framework for evaluating a sponsor’s track record, team, communication style, and more. Discover why the sponsor’s personal balance sheet matters, how to tell if they truly care about tenant experience, and when it’s time to walk away- no matter how good the deal appears on paper. If you’re looking to elevate your due diligence process and make more informed investing decisions, this conversation is a must-listen.

Today’s Episode Takeaways:

- Why personal referrals often trump paid ads or internet searches

- Spencer’s five-part sponsor vetting framework (track record, approach, team, communication, values)

- “Failure response” and why sponsors who have faced adversity can be more reliable

- The crucial differences between investing for cash flow vs. wealth building

- Practical questions to ask every sponsor before wiring your funds

Don’t forget to subscribe and leave a review so you never miss out on more expert insights on real estate and passive investing!

Take our Survey: PassivePockets.com/Survey

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Contact Us At:

[email protected]

We sit down with special guest Litan Yahav: the CEO and founder of Vyzer, an innovative virtual wealth management tool designed for passive investors. In this episode, Litan takes us behind the scenes of building a platform that helps you stay organized across multiple deals, GPs, and asset classes—while also giving us a sneak peek at how Vyzer uses aggregated (yet anonymous) data to identify top-performing operators. Get ready for game-changing insights on optimizing your time and improving your returns through smarter, simpler portfolio management.

Today’s Episode Takeaways:

- Litan’s journey from tech entrepreneur to passionate passive investor

- A big announcement about free Vyzer access for PassivePockets members

- Why “return on time” is just as important as ROI

- Managing multiple syndications more efficiently with automation

- Litan’s 2025 outlook on multifamily, private debt, mobile home parks, and more

Whether you’re already investing or just getting started, this episode is loaded with tips on finding the right balance between risk, reward, and your most valuable resource- your time.

Don’t forget to subscribe and leave a review so you never miss out on future episodes covering the latest passive investing strategies, market insights, and more!

PassivePockets Members get Vyzer for FREE (valued at $2,160): https://passivepockets.com/invest/vendors/

Visit Vyzer: https://vyzer.co/

Take our Survey: PassivePockets.com/Survey

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Contact Us At:

[email protected]

Join seasoned real estate experts Jim Pfeifer and Brian Burke as they unpack the landscape of multifamily investing in 2025. In this insightful discussion, they navigate the complexities of today's market, from construction delays to debt challenges, offering their seasoned perspectives on where opportunities lie.

The conversation dives deep into why multifamily properties continue to attract investors, while honestly addressing the headwinds facing the industry - from operational challenges to the evolving dynamics between buyers and sellers. Burke and Pfeifer share their unvarnished take on realistic return expectations and offer a nuanced analysis of different property classifications, from stable Class A assets to the more challenging Class C properties.

Whether you're a seasoned real estate investor or just getting started, this episode provides valuable insights into market trends, risk assessment, and potential opportunities emerging in 2025. Don't miss Burke's optimistic outlook on the year ahead and learn why timing might be everything in the current market cycle.

Perfect for: Real estate investors, property managers, market analysts, and anyone interested in understanding the future of multifamily real estate investment.

Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!

Take our Survey: PassivePockets.com/Survey

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Contact Us At:

[email protected]

We dive deep into everything you need to know about the essentials of analyzing a deal with our guest, Tyson Miller. the must-know strategies for mastering real estate investments. Discover Paul’s top tips for identifying red flags that could save your next deal and learn the secret strategy to uncovering the critical details that make or break your investments. Explore game-changing methods for deal analysis, and get a clear breakdown of how cap rates can impact your profitability. We also uncover the #1 deal-breaker you need to watch out for and tackle the debate of cost vs. risk to highlight what truly matters in your risk analysis.

Today’s Episode’s Takeaways:

✅Paul’s Top Tips For Identifying Red Flags

✅Knowing how and when you should open a syndication deal offer.

✅How to know if your deal is market friendly

✅The #1 Deal-Breaker you need to watch out.

Whether you’re a seasoned investor or just starting, this episode is packed with actionable insights to elevate your real estate game.

Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!

Take our Survey: PassivePockets.com/Survey

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Contact Us At:

[email protected]

🌟 Deal Review with Passive Investors | PIC Debt Fund Breakdown Featuring Whitney Elkins-Hutten 🌟

In this episode of our Deal Review Series, we’re joined by Whitney Elkins-Hutten from Passive Investing.com, who’ll present the highlights of their PIC Debt Fund. Together with an expert panel of seasoned Limited Partners, including Paul Shannon (Co-Host of the PassivePockets podcast) and Litan Yahav (Founder of Vyzer), we’ll:

✅ Analyze the Deal – What makes this fund worth considering?

✅ Spot Red Flags – Learn how to identify potential risks.

✅ Ask Tough Questions – Discover how LPs dig deeper into the details.

✅ Gain Actionable Insights – Build confidence in evaluating real estate syndication deals like a pro.

If you’re looking to sharpen your skills as a passive investor, this episode is packed with tips, strategies, and lessons learned from experienced Limited Partners. Whether you're a beginner or a seasoned investor, you’ll walk away with tools to make smarter investment decisions.

Don’t forget to subscribe and leave a review to stay updated on future episodes packed with investment strategies, market insights, and more!

Take Our Survey:

PassivePockets.com/survey

Check Out The Deal:

https://passivepockets.com/directory/real-estate-debt-fund-pic-fund-i/

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Contact Us At:

[email protected]

Every good syndication investment starts with investing in a good operator! Today we're breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez.

We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering:

This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later!

Take Our Survey: www.passivepockets.com/survey

👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game!

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Contact Us At:

[email protected]

Links:

www.passivepockets.com/survey

In our latest Deal Review episode, Paul Bennett from AAA Storage presents the AAA Storage Growth Fund I to our LP panel: Jim Pfeifer, Paul Shannon, Chris Lopez.

You can expect a breakdown of the fund’s strategy, projected returns, and structure — and tough questions and candid insights from our LP Panel.The LP panel asks questions like:

Want to discuss the deal with other investors? Start your FREE 7-day trial to get access to PassivePockets:

Discover new sponsors and read real investor ratings & reviews

Disclaimer:

The content of this video is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This video may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this video.

00:00 Introduction to Passive Investing and Deal Review

01:23 Overview of AAA Storage Investments

05:21 Investment Strategy and Fund Structure

09:28 Panel Discussion and Q&A

29:40 LP Panel Insights and Conclusion

Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts.

🔔 Subscribe for more passive investing tips and stay updated on the latest trends in storage investments.

Learn more about AAA Storage Investments

Contact Us At:

[email protected]

Learn more about PassivePockets: https://passivepockets.com/pricing

Money Ripples Show Notes link: https://bit.ly/48UqUl3

In this episode, Jim Pfeifer and Chris Miles dive into the power of passive income as the cornerstone of financial independence. They challenge traditional financial strategies like the 4% rule, exposing their flaws and risks—such as sequence of return risk—and champion the benefits of investing in real assets over paper assets.

Chris shares personal stories that illustrate the pitfalls of the "save and hope" approach, relying solely on mutual funds, and highlights the importance of prioritizing cash flow over net worth. The conversation uncovers strategies for enhancing passive income through tools like cash value life insurance and HELOCs while stressing the need for liquidity in investments. Tune in for practical advice on building a diversified portfolio that mitigates risks and maximizes returns.

🎙 Discover how preferred equity can help you maximize returns and minimize risk in real estate investing! In this video, host Jim Pfeifer, and guests Paul Moore, and Troy Zsofka

break down the basics of preferred equity, how it works, and why it's a

game-changer for savvy investors. Whether you're a seasoned real estate

pro or just starting out, you'll learn actionable tips to make smarter

investment decisions..

👉 What you'll learn:

Don’t miss out on this must-watch guide for smarter investing!

🔔 Don’t forget to follow us for more insights on wealth-building, investing, and achieving financial independence.

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.

Resource Links:

Contact Us At:

[email protected]

🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you're just starting or looking to refine your strategy, these insights will help you make smarter investment decisions.

⏰ Timestamps:

00:00 - Introduction

1:00 - #1: Not Asking The Right Questions

4:05 - #2: Thinking Passive Investing is 100% Passive

12:46 - #3: Thinking Preferred Return = Steady Cash Flow

12:46 - #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!)

15:55 - #5: Failing to Align Your Investment Strategy with Your Goals

17:31 - #6: Failing to Prioritize a Diversified Investment Strategy

24:48 - #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity

28:03 - #8: Not Reading the Private Placement Memorandum (PPM)

31:35 - #9: Not Joining a Community Like Passive Pockets

34:45 - Outro

In the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link:

https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/

🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔

Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts.

🔗 Links:

Website: https://passivepockets.com/

Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/

Disclaimer: The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential or other damages arising out of reliance on information and advertisements presented in this podcast.