Passive Investing from Left Field

Welcome to an extraordinary episode of Passive Investing from Left Field! If you attended the meetup in Left Field, this is your second chance to hear this informative episode, and if you didn't, well, you're in luck. Guest Jeremy Roll and Jim Pfeifer tackle the essentials of passive real estate investing. They delve deep into the importance of meticulous due diligence and the critical role of investment documents. Jeremy discusses the state of market investments for the next decade, his current investment strategies, and what LP investors should focus on. This episode is packed with insights for the discerning passive investor seeking stability and growth in their investments.

About Jeremy Roll

  • Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash-flowing investments in real estate and businesses. Jeremy is also the co-founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 to facilitate networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.

Here are some power takeaways from today’s conversation:

 
00:07 Meet Jeremy Roll
01:31 Tribevest 
00:51 Insights into Market Trends
03:38 Examination of Jeremy's Market Concerns for the Next 6 to 12 Months
05:58 Factors Influencing Jeremy's Return to Investment
07:56 Analysis of Defensive and Offensive Asset Classes
10:13 Exploration of ATM Investments
13:15 Negotiating Operational Agreement Changes with Operators
15:15 Importance of Reviewing Deal Documents Prior to Execution
18:20 Conducting Background Checks in Collaborative Ventures
20:14 Reflection on Past Deal Challenges
22:55 Understanding the Significance of Private Placement Memorandum (PPM)
24:43 Pros and Cons of ATM Investments
26:14 Future Projections for Multifamily Deals
28:15 Speculation on Banks' Approaches to Loans and Property Foreclosures
29:12 Identifying Promising Asset Classes for the Coming Years
31:15 Navigation of Capital Calls in Investments
 


This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.
    
Resources Mentioned:

Email: jroll@rollinvestments.com 

Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suh

Podcast Recommendations:

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Advertising Partners:
Left Field Investors - BEC
Tribevest
Rise48
Aspen Funds
GSP REI
Spartan Investment Group
Vyzer

What is Passive Investing from Left Field?

We are building a community of investors who are interested in acquiring real assets that produce real cash flow. Our community is focused on networking and education to help people invest passively and think differently. We will be interviewing syndication sponsors, passive investors and others who will share their passive investing journey as they pursue financial freedom.