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!

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👉 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.

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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:

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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

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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:

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🎙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.

In this episode, we dive into the world of passive investing with industry experts Jim Pfeifer and Mark Kelley. They discuss how they transitioned from traditional financial advisory roles to successful passive investors, sharing their top strategies for creating sustainable income and building wealth with less hands-on management.

Listen in to learn:

Whether you’re a seasoned financial advisor or a curious investor, this episode is packed with insights to help you leverage passive investments to achieve financial freedom. Tune in and discover new ways to make your money work for you!

🔔 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.

Are you ready to unlock the secrets of passive income through real estate investing? In this episode of Passive Pockets, Jim Pfeifer and guest Devon Kennard dives into the basics of real estate syndication—the ultimate strategy for building wealth without the day-to-day management headaches. Whether you're new to real estate or an experienced investor, syndication offers a powerful way to earn passive income, diversify your portfolio, and invest in larger properties like apartment buildings and commercial real estate.

Join us as we break down the syndication process, how to evaluate syndication deals, and the role of passive investors in these lucrative opportunities. Learn how to leverage the expertise of seasoned sponsors and grow your wealth while gaining freedom from active property management.

Tune in to discover all of the basics of syndication:

If you’re looking to build long-term wealth and secure financial freedom through passive real estate investing, this episode is for you!

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

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.

Resources Mentioned:

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Are you thinking about investing in real estate syndication as a limited partner? In this episode, Jim Pfeifer and guest Stacey Stegenga dive deep into the red flags you need to watch for before committing to any syndication deal. From hidden fees and lack of transparency to syndicator track records, we’ll give you the tools to protect your investment and spot the warning signs early. Whether you're new to syndications or a seasoned investor, this episode will guide you through the key aspects to evaluate before you invest.

🎙️ What You'll Learn in This Episode:

👉 Subscribe for more episodes on real estate investing, financial growth, and building passive income. Join us to stay informed and make smarter investment decisions!

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.

Resources Mentioned:

Contact Us At:

[email protected]

In this episode, Jim Pfeifer interviews Travis Henry, who shares his journey from active residential investing to becoming a successful passive commercial investor. Travis discusses how he leveraged his underwriting expertise to make smarter investment decisions and strategically transitioned from active management to a passive income-generating portfolio. He provides actionable tips on when to stay active and when it’s time to go passive, helping investors determine which path best suits their financial goals and lifestyle.

Tune in to discover:

Whether you're looking to scale your portfolio or seeking more freedom through passive investing, this episode offers valuable advice on making the right choices at the right time.

Unlock the secrets to passive income and start your journey to financial freedom today!

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.

Resources Mentioned:

Contact Us At:

[email protected]

In this episode, we're joined by passive investing expert Jim Pfeifer and Guest Peter Linneman

explore the evolving landscape of passive income strategies in 2024.

Whether you're a seasoned investor or just getting started, Jim provides

valuable insights on the current trends, opportunities, and challenges

in today’s market.

We dive into the rise of real estate syndications, alternative assets, and strategies for building a diversified portfolio without the need for constant oversight. Jim also shares actionable tips on minimizing risk while maximizing returns. If financial freedom is your goal, this episode is packed with everything you need to know about succeeding in passive investing this year!

What You’ll Learn:

Tune in for a deep dive into financial freedom through passive investing!

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