『PassivePockets: The Passive Real Estate Investing Show』のカバーアート

PassivePockets: The Passive Real Estate Investing Show

PassivePockets: The Passive Real Estate Investing Show

著者： PassivePockets Jim Pfeifer and Left Field Investors
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Welcome to PassivePockets: The Passive Real Estate Investing Show presented by Equity Trust– your go-to podcast for building and protecting wealth through smart, passive real estate investments. Hosted by Jim Pfeifer, this podcast is designed for investors who want to grow without the grind. Each episode features expert interviews with seasoned LPs (Limited Partners) and GPs (General Partners) who share their insights, experiences, and practical advice.© PassivePockets 個人ファイナンス 経済学
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  • Christine Kwasny’s Risk Radar: A Framework for Smarter LP Deal Reviews

    Christine Kwasny’s Risk Radar: A Framework for Smarter LP Deal Reviews
    2026/06/23
    Risk Radar: https://netzeroisawin.substack.com/p/introducing-the-risk-radar?utm_source=substack&utm_medium=email&utm_content=share In this episode, Chris Lopez welcomes Christine Kwasny back to the show to break down the Risk Radar, a visual due diligence tool she built to help LP investors better understand where risk shows up in a private real estate deal. The tool grew out of Christine’s Substack, Net Zero Is a Win, where she publishes retrospective deal analyses on what went right, what went wrong, and what investors may have been able to identify in the original offering materials. Christine walks through the Risk Radar’s three major categories: what is fixed at closing, what is sponsor driven, and what is market driven. Chris and Christine discuss how LPs can evaluate GP team history, “cockroach” risks, going-in cap rates, debt terms, reserves, expense assumptions, capital stack structure, waterfalls, exit cap rates, supply and demand, rent growth, absorption, and vacancy. They also explore why retrospective analysis is one of the best ways to test whether risk was visible up front, why market timing can dominate long-term outcomes, and how tools like AI may help investors gather better data without outsourcing their own judgment. Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.
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    44 分
  • Central Lending Fund Review: Fix-and-Flip Debt, Monthly Cash Flow, and Risk Controls

    Central Lending Fund Review: Fix-and-Flip Debt, Monthly Cash Flow, and Risk Controls
    2026/06/16
    In this LP Deal Review, Chris Lopez is joined by Adam Cranmer and Christy Burakovsky to evaluate CL Fund III from Central Lending, a private credit fund focused on short-term residential real estate loans for fix-and-flip, ground-up construction, and small-balance investor projects. Andrew Boccia and Heather Dreves walk through Central Lending’s lending model, portfolio composition, underwriting process, use of leverage, investor share classes, and how the fund sits between traditional fixed-income strategies and higher-upside real estate syndications. The conversation gets into why Central Lending focuses on smaller loan sizes, how it uses third-party valuations, what it tracks across borrower experience and credit quality, and why fraud detection has become a major part of private credit underwriting. The LP panel then digs into the questions passive investors should be asking before investing in a debt fund: how loans are valued, what happens when a borrower defaults, how draw management can reveal problems before maturity, whether loan tapes and audited financials are available, how leverage impacts returns and risk, and what investors should understand about redemptions. For LPs evaluating private credit, this episode offers a practical look at what sits behind headline yield: underwriting discipline, loan-level monitoring, loss mitigation, liquidity management, and alignment between the fund manager and investors. Key Takeaways How Central Lending underwrites private credit deals across current cost, collateral value, final cost, and after-repair value Why borrower experience, draw activity, and communication can be early indicators of loan performance How the fund uses third-party valuations, internal QC, and fraud detection to manage risk across multiple states The difference between equity members and note holders, including return structure, payout timing, and priority in the waterfall How origination fees, extension fees, leverage, and loan sales can contribute to fund-level returns Why redemption policies matter in debt funds and how managers balance investor liquidity with protecting the fund as a whole Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.
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    1 時間 3 分
  • Community Roundtable: Treasuries vs Debt Funds, Office “Bargains,” and How to Deploy Cash Now

    Community Roundtable: Treasuries vs Debt Funds, Office “Bargains,” and How to Deploy Cash Now
    2026/06/09
    In this Community Roundtable, Chris Lopez sits down with PassivePockets members Pascal Wagner, Adam Cranmer, and Christy Burakovsky for a candid investor-to-investor conversation on how they’re allocating capital right now and what would make them change course. Pascal frames the dilemma many LPs are feeling: with risk-free rates near 5% and major macro signals flashing red (record debt loads, expensive public markets, and uncertainty around where rates settle), does it still make sense to allocate to interest-rate-sensitive commercial real estate? He shares how he’s thinking about portfolio construction with fresh liquidity and why he’s prioritizing stable income and downside protection before chasing upside. Adam and Christy offer counterweights: where fear can create opportunity, why liquidity matters, and how they’re approaching “safer” yield today (short-duration debt funds, notes, treasuries) while keeping dry powder for dislocated assets. The conversation also explores where each of them sees asymmetric opportunity: distressed commercial, non-performing loan strategies, medical office, assisted living tailwinds, and long-term fixed-rate debt structures that avoid the five-to-seven-year refinance trap. Key Takeaways Why some LPs are pausing syndication allocations and leaning into cash/T-bills and what would change their mind The “income-first” portfolio approach: build stable cash flow, then take higher-upside bets Where investors are hunting opportunity: distress, NPLs, office dislocation, medical office, and long-term fixed-rate debt plays Why HUD-style long-term amortizing debt can change the risk profile of a deal dramatically Mezz vs. leveraged first-lien funds: the real differentiator is control of the underlying collateral The underrated skill in 2026: staying liquid enough to act when the “no-brainer” window opens Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.
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    37 分
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