PassivePockets

🚨 Only 43 days until the PassivePockets Summit 🚨 Serious passive investors don’t go it alone. They build relationships, sharpen their due diligence, and stay ahead of the market. That’s exactly what you’ll do at the PassivePockets Summit, happening May 2-3 in Columbus, OH. Why You Should Join Us: ✔️ Live Deal Analysis: Watch experienced investors break down real opportunities in real time ✔️ Lessons from Seasoned LPs: Learn how investors navigate downturns and refine their strategies ✔️ Key Investing Insights: From syndication selection to tax strategies, gain knowledge that directly impacts your returns ✔️ Intimate Sponsor-Hosted Dinners: Build meaningful connections in a relaxed setting ✔️ Plus lots and lots of networking! 📢 Speakers include industry experts and experienced investors like: Jeremy Roll, Jim Pfeifer, Amanda Han, Matt MacFarland, CPA, MBT, Tyson Miller, J Scott, Chris Lopez, Craig Johnsen, Brian Burke, John Bowens CISP 🎟 Learn more and get your ticket today (link in comments) 👥 Know someone who should be there? Tag them below!

Do you have an active deal you're raising money for? Read on.... In the PassivePockets "Deal Screener" Series, our panel of experienced investors reviews pitch decks and/or 5-minute pitches cold—reacting in real-time to decide if they’d hit “delete” in their inbox or dig deeper. For sponsors, this is a rare opportunity to put your deal in front of an audience of passive investors, get honest feedback, and boost your visibility. Ready to test your pitch? Submit details below and we'll be in touch. Submit your deal via this form: https://lnkd.in/gH9hCPtd

Is your GP NOT providing a sensitivity analysis? Jim Pfeifer and Aleksey Chernobelskiy have noticed this trend among newer GPs. But don’t mistake it for incompetence—it’s often just a matter of not knowing better! #PassivePockets #PassiveIncome #FinancialFreedom #Investing #RealEstateInvestors #Entrepreneur #RealEstatePodcast

Self-storage has proven to be one of the most resilient and recession-resistant real estate asset classes ... but is it still a strong investment in 2025? Join us on Friday, March 21st at 12 PM EST for a live, investor-focused webinar featuring moderator Paul Shannon and expert panelists Paul Bennett (AAA Storage) and Paul Moore (Wellings Capital). What we’ll cover: ✅ Market Insights: What’s driving demand today, and how does it compare to past years? ✅ Operational Strategies: What factors make or break self-storage profitability? ✅ Investment Outlook: Which strategies are working now, and how have return expectations shifted? ✅ Live Q&A: Get your questions answered directly by industry experts. This no-pitch, education-first webinar is designed for passive investors looking to gain deeper insights and make informed investment decisions. 👉 Register Here: https://lnkd.in/gdS6zk57

We dive into the “battle of the PPM” (Private Placement Memorandum) with two special guests, Mauricio Rauld, Esq. and Jeremy Roll, from opposite sides of the table. On the GP side, securities attorney Mauricio Rauld (Platinum Legal) explains how these legal documents protect operators and outline deal structures. Representing the LP perspective, experienced investor Jeremy Roll highlights how to spot red flags, interpret complex provisions, and ensure you’re comfortable with all the “fine print” before signing on the dotted line. Learn why the Operating Agreement is the ultimate governing document, what to look for in capital call clauses, how indemnification can affect your returns, and why consistent reporting is not always guaranteed. If you’ve ever been unsure how to read a PPM—or wondered if you can negotiate its terms—this lively debate breaks it all down in real-world terms.

Want to level up your passive investing game? Join us at the 2025 PassivePockets Summit, May 2-3 in Columbus, Ohio! We're bringing together 150+ passive investors for two days packed with expert sessions, guided networking, and sponsor-hosted dinners. 🔥 Here’s a preview of the agenda: - Mastering the Art of Choosing Syndication Investments with Brian Burke (limited to 50 attendees—extra fee applies) - 2025 Market Update: Trends Shaping Passive Real Estate with Brian Burke and Jeremy Roll - Lessons Learned from a Challenging Year with Paul Shannon, J Scott, Jim Pfeifer & Tyson Miller - Advanced Tax Strategies with Amanda Han and Matt MacFarland - Investing with Self-Directed IRAs with John Bowens CISP from Equity Trust Company - Live Pitch Slam with LP Panelists: Paul Shannon, Chris Lopez and Jim Pfeifer Plus, network with fellow investors during interactive sessions and build connections at sponsor-hosted dinners. 🚨Use code SUMMITPERK to save $100 on your ticket Get your ticket here: https://lnkd.in/gk-jVghb

How do you take a vacant building and turn a multi-million dollar profit? We explore the world of asset class conversions with special guest Clint Harris, who specializes in turning empty big-box buildings (think old Kmarts and abandoned textile mills) into profitable self-storage facilities. Clint shares why changing consumer needs (especially among younger renters) is sparking new demand for creative reuse, and how savvy operators can use “cap rate arbitrage” to transform distressed properties at half the cost (and in a fraction of the time) compared to ground-up development. If you’re curious about office-to-multifamily flips, hotel conversions, or self-storage projects, this episode offers an inside look at the rewards and pitfalls of going beyond traditional real estate strategies. Tune in here: https://lnkd.in/gStQwRfC

Clint Harris breaks down key considerations for asset class conversions. Hear the full episode here: https://lnkd.in/gtTf9_Qy

Jim Pfeifer and Paul Shannon sit down with John Drachman for a revealing look at how the multifamily market has evolved since the turbulence of 2022—and what passive investors can do now. John unpacks the factors that led to trouble (“overheated” markets, aggressive loan structures, and short-term flips), why true distress hasn’t fully materialized, and how today’s environment calls for more “boring,” long-term investing strategies. Tune in to learn why survival in 2022 doesn’t necessarily mean smooth sailing ahead, and discover the indicators John is watching to guide his next move in multifamily. https://lnkd.in/ghT4JNRH

Rental housing economist Jay Parsons joined Jim Pfeifer and Paul Shannon on The PassivePockets Podcast to share his insights on today's multifamily market and what to expect in 2025. Jay unpacks: ♦️Why record new deliveries haven’t led to severe distress (yet) ♦️How interest rate surprises are reshaping capital markets ♦️ Whether policy risks could outweigh simple supply-and-demand fundamentals ♦️Why he believes “steady eddy” Midwest markets are surging, and why the Sunbelt could soon make a comeback, and ♦️What these trends mean for passive investors looking at longer-term holds Check it out here: https://lnkd.in/gPq-6WkA