PassivePockets: The Passive Real Estate Investing Show
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.
Episodes
September 30, 2025 • 49 mins
Chris Lopez is joined by co-hosts Jim Pfeifer and Paul Shannon for the September PassivePockets Pulse Check, our monthly roundup of what’s moving passive real estate, the shifts we’re making in our own portfolios, and what we expect next.
We unpack the Fed’s recent 25 bps cut (what actually changes for fixed vs. floating debt), why many LPs are rotating toward private credit, and the rules-of-thumb we’re using right now for debt...
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September 23, 2025 • 49 mins
Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qualifies, how to stack contributions up to $70k/$77.5k/$81,250 (2025 limits) and use the “mega backdoor” to Roth, and why Solo 401(k)s can avoid UBIT on debt-financed syndications when IRAs often can’t. They get tactical on plan design- one bank account with clean source tracking, blendi...
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September 16, 2025 • 40 mins
Host Chris Lopez sits down with Matt Faircloth, author of Raising Private Capital and co-founder of DeRosa Group, to talk hotels, multifamily, and building cash flow today while creating upside for tomorrow.
Matt breaks down why he is adding branded hotels to complement multifamily, how a 9 cap can deliver day one cash flow, and what the real risks are. He also shares simple paths for 1031 sellers to go passive without sacrifici...
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September 9, 2025 • 48 mins
From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor commun...
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September 2, 2025 • 44 mins
Industrial syndicator Joel Friedland joins Paul Shannon to share 40 years of Chicago lessons and why he now buys with little to no debt. They break down a debt-light playbook, how that changes capital raises and returns, and the investor profile that prefers sleep-at-night income. Joel also details his off-market system, what makes a “perfect” small-bay building, and how he creates liquidity and plans succession.
Key Takeaways:
...
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August 26, 2025 • 54 mins
Can blockchain make private real estate more accessible? Paul Shannon speaks with Larry Kalis and Tyler Vinson about tokenization for LPs. They cover TRIFs from American Digital Realty, how RE Tokens enables secondary trading after a one year lockup, and what changes for custody, liquidity, and tax reporting. If you know syndications but are new to tokenized assets, this is a simple, practical breakdown.
Key Takeaways:
What tok...
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August 19, 2025 • 49 mins
How do serious LPs sharpen due diligence, avoid shiny objects, and stay liquid enough to pounce? In this PassivePockets Pulse Check kickoff, Jim Pfeifer and Paul Shannon welcome new co-host Chris Lopez to go behind the scenes on community-powered due diligence, share their written investing theses, and walk through real deals they’ve funded, across equity and debt, plus the wins, misses, and lessons that are guiding allocations rig...
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August 12, 2025 • 34 mins
What do billionaires know about investing that the average person doesn’t? In this episode, Paul Shannon sits down with economist, fund manager, and author Bob Fraser, author of Invest Like a Billionaire, to unpack the strategies, asset allocations, and decision-making frameworks of the ultra-wealthy.
Bob explains why billionaires aren’t chasing “hot” trends, they’re looking for asymmetric risk-reward opportunities and sectors t...
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August 5, 2025 • 35 mins
We’re back with another episode of Dig In or Delete, where Jim Pfeifer and Paul Shannon react to real investment pitches from their inbox and decide whether each one is worth a deeper look or should be deleted on the spot.
This week’s lineup includes a six-property self-storage deal in Arkansas, a triple-net Starbucks opportunity with a 4.5% cap, and a cash-out refinance pitch for a 68-unit apartment building. Jim and Paul break...
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July 29, 2025 • 67 mins
How should LPs evaluate retail real estate deals, especially when the strategy involves stabilized shopping centers and low leverage? In this episode, Paul Shannon is joined by Andy Weiner of RockStep Capital to walk through a real-life deal and answer questions from a panel of passive investors including expert LPs Pascal Wagner and Adam Cranmer.
Andy lays out his firm’s “hometown market” strategy, targeting power centers and n...
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July 22, 2025 • 51 mins
What’s better: FIRE or “flow”? Owning rentals or investing in syndications? Jim Pfeifer and Scott Trench (former CEO of BiggerPockets) go head-to-head in a friendly but fiery debate about cash flow, control, diversification, and what financial freedom really looks like.
Scott explains why, even as a FIRE advocate, he can’t bring himself to follow the traditional 4% withdrawal rule—and why most retirees don’t either. He shares the ...
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July 15, 2025 • 43 mins
What happens when a well-known multifamily operator shifts focus to a completely different asset class? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor and Praxis Capital founder Brian Burke to explore his pivot into assisted living, memory care, and skilled nursing facilities.
Brian shares why he's stepped away from multifamily, for now, and what signals led him to target the senior housing sect...
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July 8, 2025 • 40 mins
What do experienced real estate investors do when deals don’t pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior.
Eric brings decades of experience across syndications, privat...
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July 1, 2025 • 41 mins
Join the Active to Passive Cohort (Starts July 28):
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Passive Pockets members save $100!
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Contact Chris Lopez:
chrislopez@biggerpockets.com
Is your real estate portfolio truly aligned with your goals or is ...
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June 24, 2025 • 42 mins
Real estate deal flow is back but is it better? With inboxes full of syndications boasting high returns and “rare” opportunities, passive investors are under more pressure than ever to separate substance from spin. In this episode of Dig In or Delete, Jim Pfeifer and Paul Shannon return to scrutinize real deals sent straight to their inboxes, highlighting red flags, potential gems, and everything in between.
From a 9-unit Seattl...
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June 17, 2025 • 42 mins
Investing in mobile home parks can rebuild your real estate empire efficiently after economic setbacks. How do you navigate this sector to ensure sustainable growth and returns? Kevin Bupp, a seasoned investor with a wealth of experience in various real estate asset classes, shares his journey and insights into this unique investment space.
In this episode, you’ll learn the intricacies of mobile home park investments, from under...
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June 10, 2025 • 38 mins
What if you could pay taxes on a smaller amount while investing in the same deals—and then watch your money grow tax-free for decades? In this episode, we explore a little-known strategy that allows investors to convert traditional retirement accounts to Roth at a discount, even when those funds are tied up in illiquid syndications.
Today, we’re joined by John Bowens, a self-directed retirement expert from Equity Trust, to walk ...
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June 3, 2025 • 40 mins
AI integration in real estate investing allows savvy investors to make faster, smarter decisions and avoid costly mistakes. So, how can you leverage AI tools to evaluate deals and optimize your investment strategy? Leyla Kunimoto, a finance expert and limited partner, joins us to share her insights on using AI for real estate due diligence.
In this episode, you’ll learn how real estate investors can employ AI to analyze deal p...
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May 27, 2025 • 39 mins
After a wave of failed real estate syndications and several years of declining commercial real estate prices, passive investors are understandably hesitant to deploy their capital. But despite mixed LP sentiment and economic uncertainty, today’s guest believes there’s reason for optimism and that multifamily real estate is poised to rebound.
Our conversation provides a data-driven perspective from one of the industry’s most info...
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May 20, 2025 • 35 mins
What recourse do limited partners have when their fund is being mismanaged? Do triple net leases (NNN) offer safety in an uncertain economy? In this episode, we’re delving into a recent LP-led succession that underscores the latent power of passive investors and a low-risk investing strategy that delivers steady returns in volatile markets.
Today, we’re joined by Zane Schartz, president of Freedom CRE and a specialist in single-...
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