Truly Passive Income

Chad Ackerman is back with a real-world playbook for today’s investors and operators. He shares must-know insights on passive investing, key red flags for LPs, and why coaching matters more than ever. Plus, a behind-the-scenes look at Left Field’s growth and what GPs need to do to stand out.

Key takeaways to listen for

• [10:49] Why passive investing still requires active effort and how to do it right
• [19:24] Common mistakes new syndicators make and how to avoid them
• [22:21] What today’s LPs really want and what makes them run the other way
• [29:16] The best-kept secret for long-term business growth 
• [32:13] How coaching can save you from costly mistakes

Resources mentioned in this episode

• [01:54] Left Field Investors
• [08:33] Passive Pockets
• [35:00] MAG Capital Partners
• [35:50] The Hands-Off Investor by Brian Burke | Paperback and Kindle

About Chad Ackerman

Chad Ackerman is a seasoned business coach and franchise owner with FocalPoint Business Coaching, based in Columbus, Ohio. With a rich background in corporate leadership, entrepreneurship, and real estate, Chad brings a wealth of experience to his coaching practice. After a successful corporate career, he launched and later sold his own real estate business in 2020. Seeking a new challenge that combined his passion for leadership and desire for flexibility, Chad transitioned into business coaching through franchise ownership with FocalPoint. He is dedicated to empowering small business owners, particularly those in the $1–$5 million revenue range, by providing strategic guidance to enhance growth, efficiency, and work-life balance. Chad resides in Dublin, Ohio, with his fiancée and two children.

Connect with Chad

• Website: Chad Ackerman
• LinkedIn: Chad Ackerman

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

What does it take to build a $500M portfolio without chasing big money or brokering every deal? In this powerhouse episode, Clint and Neil chat with Matthew Ricciardella about his journey from cold-calling dropout to leading over $1B in real estate transactions. Learn how Crystal View Capital creates value from the ground up—one lot, one system, one relationship at a time.

Key takeaways to listen for

• [07:13] Why these “stepchild” asset classes turned out to be hidden gold
• [10:21] Emotional legacy vs. auction wins: Which matter more?
• [15:25] The vertically integrated secret behind Crystal View’s cash flow strategy
• [19:23] How they pass through utility costs without burning resident goodwill
• [28:16] Main advantages of proprietary market data 

About Matthew Ricciardella

Matthew Ricciardella is the Founder and CEO of Crystal View Capital, a private real estate investment firm managing over $500 million in assets, specializing in manufactured housing and self-storage. With more than $1 billion in real estate transactions completed, he has built a vertically integrated real estate empire focused on operational excellence, off-market deal sourcing, and relationship-driven investing. Under his leadership, Crystal View Capital is known for its disciplined investment strategy and long-term value creation. Matthew’s mission extends beyond building equity for investors—he is deeply committed to improving communities and enhancing lives through purposeful, strategic development.

Connect with Matthew

• Website: Crystal View Capital
• E-mail: [email protected]

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Join Scott Meyers, one of the top names in self-storage, for an insightful look at why seasoned investors are doubling down on this asset class. With 3M+ sq. ft. under management, he shares how his team is navigating market shifts, scaling smart, and building more than just wealth. From real estate strategy to mission-driven impact, this episode is a must for anyone seeking stability, scalability, and purpose.

Key takeaways to listen for

• [04:47] Why self-storage delivers major returns
• [15:51] How rising interest rates impacted demand
• [22:05] Conversion vs. development: Which one reduces costs
• [26:31] A facility REITs will fight over (even if you plan to hold)
• [34:57] The underground deal flow: How to close off-market deals 

Resources mentioned in this episode

• [31:27] The Self Storage Mastermind

About Scott Meyers

​Scott Meyers is the founder and CEO of Self Storage Investing, a company dedicated to educating individuals on investing in self-storage facilities. Recognized as a leading expert in the field, Scott has built several multi-million dollar businesses in real estate, transitioning from renovating modest homes to acquiring and developing state-of-the-art self-storage facilities nationwide. Through Self Storage Investing, he offers courses, live events, and mentoring programs to help others launch their own self-storage ventures..

Connect with Scott

• Website: Self Storage Investing
• Podcast: Self Storage Investing | Apple Podcasts and Spotify
• LinkedIn: Scott Meyers (Self Storage)
• YouTube: Scott Meyers

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Are you sitting on retirement funds without realizing their full potential? Chris Trembly joins us to break down the world of Self-Directed IRAs (SDIRAs) and how they can be used for alternative investments like real estate, digital assets, and precious metals. If you’ve ever wondered whether you can invest your retirement savings outside of traditional stocks and bonds—this episode is a must-listen!

Key takeaways to listen for

• [06:50] What is a Self-Directed IRA (SDIRA)?  
• [13:54] Common mistakes investors make when using SDIRAs
• [17:49] What you can and cannot invest in with an SDIRA
• [19:27] How to roll over funds from traditional accounts 
• [30:42] IRS rules, prohibited transactions, and tax implications 

About Chris Trembly

Chris Trembly serves as the Director of Operations at Preferred Trust Company, where he specializes in Self-Directed Individual Retirement Accounts (SD-IRAs). In his role, Chris educates clients on the advantages of SD-IRAs, simplifying complex investment strategies to empower individuals in diversifying their retirement portfolios. His expertise and approachable teaching style have made him a sought-after speaker and podcast guest, where he addresses common questions about SD-IRAs and alternative investment options. 

Connect with Chris 

• Website: Preferred Trust Company
• Email: [email protected]
• Phone: (888) 990-7892

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Bronson Hill reveals how high-income professionals can create true passive income outside Wall Street by shifting their wealth mindset. With over $45 million raised, he shares strategies to overcome mental blocks, prioritize alternative investments, and why traditional thinking keeps most people stuck. If you're ready to stop self-sabotaging and start building lasting wealth, this one's for you.!

Key takeaways to listen for

• [05:34] Why most professionals struggle to build true financial freedom
• [11:48] 3 reasons investors look for passive investments 
• [15:09] Biggest mental blocks stopping high-income earners
• [20:40] The fastest way to build wealth 
• [25:50] How to rewire millionaires’ financial mindset

Resources mentioned in this episode

• [05:46] Fire Yourself by Bronson Hill and Ken McElroy | Hardcover, Kindle, and Audiobook
• [10:14] Best Ever Real Estate Conference
• [30:59] The E-Myth Revisited by Michael E. Gerber | Audiobook and Paperback

[15:57] Join The Wealth Forum, a community of high-net-worth investors focused on building lasting legacies at https://bronsonequity.com/join.

[38:21] Turn Inflation into Opportunity! Learn the strategies the ultra-wealthy use to grow their wealth despite rising costs. Grab your FREE report on How to Use Inflation to Your Advantage—just text "inflation" to 33777 to get your copy now!

About Bronson Hill

Bronson Hill is a multifamily real estate expert, podcast host, keynote speaker, and the founder and CEO of Bronson Equity. He has raised over $45 million for real estate investments and is a general partner in over $150 million worth of real estate across the United States. Bronson began his real estate journey in 2006 with the purchase of his first rental property, which led him to transition from a successful career as a medical device sales consultant to full-time real estate investing. He is dedicated to educating investors on achieving financial freedom through apartment investing and regularly produces content to support this mission. Beyond his professional endeavors, Bronson is a dedicated father, avid traveler, and actively supports anti-human trafficking initiatives through his involvement with organizations like Dressember. 

Connect with Bronson

• Website: Bronson Equity
• Podcast: Mailbox Money Show | Apple Podcasts and Spotify
• LinkedIn: Bronson Hill | Bronson Equity
• Facebook: Bronson Hill
• Instagram: @bronsondavidhill
• Youtube: Bronson Hill

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Ben Lapidus, co-founder of the Best Ever Conference, discusses an emerging real estate asset class: garage condos. These high-end, flexible-use storage units are gaining traction among affluent buyers, small business owners, and hobbyists looking for a customizable, long-term storage solution. He breaks down why this niche market is in its early innings, how it's different from self-storage, and why demand far outpaces supply.

Key takeaways to listen for

• [05:35] What garage condos are and how they compare to traditional self-storage
• [10:49] How personal-use buyers value these spaces differently than investors
• [14:27] The exit optionality of garage condos and why they appeal to investors
• [23:15] Why affluent households and small businesses are the ideal customer base
• [25:00] A marketing strategies that work best for selling garage condos

About Ben Lapidus

Ben Lapidus is the founder of the Best Ever Conference and Habitual Capital, focusing on alternative asset syndication and revenue financing private equity. Previously, he significantly contributed to Spartan Investment Group, driving it to reach $100 million in annual revenue as the CFO and head of investments, managing over $500 million in acquisitions and $250 million in debt. Ben's entrepreneurial journey includes founding and selling a multi-million dollar study abroad company and working with startups through IPOs or acquisitions. He has founded seven businesses in total, experiencing both successes and failures. Ben graduated from Rutgers University with degrees in Finance and Economics, where he also founded the Rutgers Entrepreneurial Society.

Connect with Ben

• Website: Best Ever Conference | Ben Lapidus | Playground
• Facebook: Best Ever Conference 
• Instagram: @besteverconference
• LinkedIn: Benjamin Lapidus
• YouTube: Best Ever CRE
• Email: [email protected]

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Is the stock market the only place to build wealth? Think again. In this episode, Keshav Kolur explores the rich world of alternative investments, tax-efficient wealth-building strategies, and the growing popularity of evergreen funds. Discover how diversifying beyond stocks and bonds could be your key to financial growth.

Key takeaways to listen for

• [05:35] Why multifamily syndications have faced major headwinds
• [08:40] How to vet operators before investing in syndications
• [15:04] Unique exit strategies that build-to-rent communities offer 
• [17:02] Investments that provide major tax benefits
• [35:02] What an evergreen fund is and how it works

Resources mentioned in this episode

• [01:31] Rich Dad Poor Dad by Robert Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• [09:37] The Hands-Off Investor by Brian Burke | Paperback and Kindle
• [10:36] RaiseMasters
• [10:37] Connect2Capital
• [10:38] Avestor

[09:32] Download Clive Capital's 100+ Question Due Diligence Checklist to vet alternative assets for private equity investment confidently. Get your free copy now at https://www.clivecap.com/alternative-assets.

About Keshav Kolur

Keshav Kolur is the principal and founder of Clive Capital, a private equity firm based in New York City. This firm primarily aids tech employees in diversifying their investments beyond the stock market into alternative assets, such as real estate, energy, and small businesses. Kolur's significant impact on the investment landscape includes overseeing investments in over 1,000 apartments and 500 single-family homes across various U.S. markets. Prior to founding Clive Capital, he had a robust career as a software engineer with leading tech companies, including Amazon and Facebook. Additionally, Keshav hosts the "Investing for Generational Wealth Podcast," where he offers insights into alternative investments.​

Connect with Keshav

• Website: Clive Capital
• Podcast: Investing for Generational Wealth | Apple Podcasts and Spotify
• Facebook: Keshav Kolur
• Instagram: @kkolur76
• LinkedIn: Keshav Kolur

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Amid inflation and rising interest rates, traditional financial strategies are evolving. Dive in as Alan Franks, CFP®, CLU, CFBS, shares modern approaches to financial planning, investment strategies, and wealth-building in today's challenging market.

Key takeaways to listen for

• [05:05] Biggest myths about passive income and why it’s not truly passive
• [09:45] Why rental properties aren’t the cash cows they used to be
• [14:45] How much you actually need to be financially free today
• [19:54] What to do with home equity and investment accounts
• [30:06] The hidden impact of inflation and why people underestimate it

Resources mentioned in this episode

• [00:30] EmPowered Money by Alan Franks | Kindle and Paperback
• [16:53] The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover 
• [17:25] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle and Paperback

[41:34] Get your FREE personalized 10-Minute Financial Plan! Complete EmPowered Money's quick questionnaire and take the first step toward financial clarity. Start now at https://www.empowered-money.com/.

About Alan Franks, CFP®, CLU, CFBS

Alan Franks, CFP®, CLU, CFBS, is the founder of Empowered Money and the author of "EmPowered Money," a guide to financial planning. With a background in Economics and Entrepreneurial Management from Mercer University, Alan started his career in financial planning during the 2008 financial crisis. His firm, The Mill Financial Partners, focuses on helping individuals manage their finances to achieve a fulfilling life. Alan lives in Atlanta, GA with his wife and two rescue dogs, sharing his expertise to empower others financially.

Connect with Alan

• Website: EmPowered Money | The Mill Financial Partners
• Instagram: @frankly_financial
• LinkedIn: Alan Franks, CFP®, CLU, CFBS

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

In today's high-interest rate environment, traditional rental strategies are being reevaluated. James Brown explores innovative real estate tactics in this episode. Learn about co-living solutions for affordable housing, the mutual benefits of rent-to-own investing, and strategies for raising capital in multifamily syndications. Dive into this episode to discover how creative financing can dramatically boost your real estate returns.

Key takeaways to listen for

• [06:02] What sets rent-to-own tenants apart from traditional renters
• [11:59] The economics behind rent-to-own deals and how investors make money
• [13:56] How to help investors manage co-living properties more efficiently
• [15:52] Co-living portfolio scaling: challenges and opportunities
• [28:10] Where to find the biggest opportunities in real estate right now

Resources mentioned in this episode

• [00:42] PadSplit

[23:48] Discover Hybrid Real Estate Investing—the modern way to profit more with less risk. Skip the stock market gamble, risky flips, and tenant headaches. Read or download for FREE at https://hybridrealestateinvesting.com/category/books/.

About James Brown

James Brown, co-founder of Real Home Solutions and a skilled show host, investor, and realtor, developed the Hybrid Real Estate Investing strategy with partner Toby Hanson. This innovative approach maximizes profits in top neighborhoods without the typical risks or management challenges of traditional investing. They initially kept this strategy private but realized its potential to benefit a wider circle through word-of-mouth. Targeting professionals seeking control over their investments with above-average returns and fewer hassles, James offers a safer, more effective alternative to the stock market. Contact James to explore how this strategy can meet your real estate investment goals.

Connect with James

• Website: Real Home Solutions
• Linktree: James Brown
• Instagram: @jamesbrown.corealtor
• LinkedIn: James Brown ✔️

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here

Tax credits can dramatically reduce your tax liability, yet many overlook the benefits of renewable energy tax credits in commercial real estate. Join Eric Gordon as he explains how passive investors can leverage incentives from the Inflation Reduction Act, the benefits of solar tax incentives, and the difference between deductions and credits, offering essential insights for real estate investors, business owners, or anyone with passive income looking to enhance sustainability while saving money.

Key takeaways to listen for

• [03:19] How tax credits differ from deductions and how they impact tax liability
• [06:10] What are renewable energy tax credits, and how do they work?
• [14:26] Why the Inflation Reduction Act made tax credits more accessible
• [17:11] Who benefits most from renewable energy tax credits?
• [25:51] The importance of timing: when to place solar facilities into service

About Eric Gordon

Eric Gordon, Vice President of Professional Services at B•10 Capital, combines a robust background in accountancy with a wealth of experience in commercial real estate. After earning his CPA license while working as an auditor focused on construction and real estate clients at Deloitte in Boise, Idaho, Eric transitioned to the commercial real estate sector. There, he sharpened his expertise in due diligence, negotiations, and financing. His career took an interesting turn when he joined the executive team of a fast-casual restaurant chain, significantly aiding its growth from four to over 65 locations across eight states. At B•10 Energy, Eric applies his diverse skills to propel the firm’s professional services, while outside of work, he enjoys traveling, baseball, country music, and spending time with his family. Additionally, Eric actively engages in real estate investment, marrying his professional expertise with his personal interests.

Connect with Eric Gordon

• Website: B10 Energy
• LinkedIn: Eric Gordon

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Everything you need to get started in passive investing - Download Here