Wealth Strategy Secrets of the Ultra Wealthy Podcast

The Impact of Due Diligence In Passive Investing


Listen Later

Jeremy Roll has forged an incredible career path since 2002. After leaving the corporate world in 2007, he dedicated himself full-time to passive cash flow investments and successfully built up a portfolio worth over $1 Billion with more than 60 opportunities across real estate and business assets. 

 

As Founder & President of Roll Investment Group, Jeremy helms a group of 1,500+ investors aiming for profitable returns through managed investment solutions. He is also co-Founder of FIBI - For Investors By Investors: A non-profit organization launched in 2007 which seeks to bring education and networking together within California's largest public real estate investor meetings without any sales pitches being made.

 

Faced with a dwindling stock market return, Jeremy decided to take his investing strategy in a new direction - passive investing. With this approach he sought out the best way to build cash flow and has been successfully putting money into these types of investments since 2002. This long-time investor's penchant for passivity shows how far you can come from taking an alternate route!

 

Jeremy shares how he is a savvy investor who takes great care when choosing which projects to invest in. He only considers conservative projections and strives for investments that over deliver on their promised results. A rigorous background check of member entities ensures Jeremy is investing wisely, taking into account the experience needed to be successful in any sector he chooses. 

 

With such attention paid even before investing, it's no surprise that Jeremy stays firmly on track with his goals. Listen more and take notes of this informative episode with Jeremy! 

 

In this episode we discuss: 

  1. Jeremy’s background and journey that led him to this space. 
  2. What drove Jeremy to passive income theory? 
  3. Top 5 Ingredients Jeremy looks at before investing. 
  4. The current market and Jeremy’s input.
  5. What is Jeremy’s profile now and where he’s headed. 

 

Connect with Jeremy Roll: 

[email protected] 

 

Connect with Pantheon Investments: 

Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ 

Website: www.pantheoninvest.com 

Podcast: www.pantheoninvest.com/podcast 

Facebook: https://www.facebook.com/PantheonInvest 

Instagram: www.instagram.com/pantheoninvest 

LinkedIn: https://www.linkedin.com/company/pantheon-invest 

Twitter: https://twitter.com/Pantheon_Invest  

Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ 

Holistic Wealth Strategy Book:

https://a.co/d/8tzcBtk 

Email: [email protected]

Get you FREE copy of the book here:

https://holisticwealthstrategy.com/ 

...more
View all episodesView all episodes
Download on the App Store

Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

  • 5
  • 5
  • 5
  • 5
  • 5

5

93 ratings


More shows like Wealth Strategy Secrets of the Ultra Wealthy Podcast

View all
The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

710 Listeners

Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

539 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,809 Listeners

Wealth Formula by Buck Joffrey by Buck Joffrey

Wealth Formula by Buck Joffrey

410 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,845 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

610 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

587 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

415 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,048 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

520 Listeners

Directed IRA Podcast by Mat Sorensen and Mark Kohler

Directed IRA Podcast

170 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

131 Listeners

Action Academy | Replace The Job You Hate With A Life You Love by Brian Luebben

Action Academy | Replace The Job You Hate With A Life You Love

692 Listeners

On The Market by BiggerPockets

On The Market

894 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

836 Listeners