PassivePockets

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

In the latest episode of the PassivePockets Podcast, Jim Pfeifer sits down with Litan Yahav ???, CEO and founder of Vyzer—an innovative virtual wealth management tool designed for passive investors. Litan takes us behind the scenes of building a platform that helps investors stay organized across multiple deals, GPs, and asset classes and identify top-performing operators. Check it out here: https://lnkd.in/gBzxnZ54

We are thrilled to announce that we have teamed up with Equity Trust Company, the leading self-directed IRA custodian, as our exclusive category partner. This powerful collaboration combines the best of investor education with a self-directed IRA platform, giving our members the tools and knowledge they need to succeed in real estate. This collaboration allows members to: - Diversify their portfolio with alternative investments like real estate - Gain knowledge and confidence to make smarter real estate investments - Enjoy a seamless investing experience with integrated platforms Read more about this exciting new collaboration in the comments!

Welcome to PassivePockets: The Passive Real Estate Investing Show, where we focus on building and safeguarding your wealth through intelligent, passive real estate investments. Hosted by Jim Pfeifer, each episode dives into real-world experiences and expert advice from seasoned Limited and General Partners. Whether you’re a busy professional or an experienced investor, you’ll find valuable insights on syndication strategies, market trends, and risk management to help grow your portfolio effortlessly. Tune in to learn how to make smarter, long-term decisions that protect and expand your wealth without the hustle. Check out The Beginner's Guide to Passive Investing with Kathy Fettke! https://lnkd.in/e3FBxP7F

?? Learn how we are accelerating PassivePockets to new heights! ?? Find your tribe & change the game! ???? #RealEstate #Investing #Community #PassiveIncome #BiggerPockets #FinancialFreedom #Syndications #RealEstateInvesting ??Click the link below to watch/listen now