Passive Investing 101: A Passive Path to Profit, Appreciation, & Tax Benefits

Real Estate Rookie

BiggerPockets

How To, Education, Business, Investing, Entrepreneurship

4.8 • 1.7K Ratings

🗓️ 18 September 2024

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Visit PassivePockets, your resource for passive investing with syndications. Do you want to get into real estate without managing rentals and dealing with tenants? Passive real estate investing could be the answer. In this episode, we’ll explore an investing strategy that allows you to enjoy all of the profits, appreciation, and tax benefits of real estate investing without the headaches of ownership! Welcome back to the Real Estate Rookie podcast! Today, we’re joined by Jim Pfeifer, host of the new PassivePockets podcast. Like many investors, Jim used to self-manage his rentals, collect rent, and handle typical landlord duties—only to find that he wasn’t very good at it. Even after hiring a property manager, his problems didn’t go away. So, after he’d had enough, he gave up active investing altogether and poured all of his capital into real estate syndications instead. Now, he doesn’t have to worry about clogged toilets or evictions. He just sits back and collects a check! In this episode, you’re going to learn everything you need to know about syndication investing and why it’s the perfect way to diversify your real estate portfolio. Jim will show you how to find and vet a syndicator, leverage your retirement accounts, respond to “capital calls,” and more! In This Episode We Cover: The pros and cons of passive investing versus active investing Why it’s MUCH easier to diversify your portfolio with passive investments Capital calls explained (and what to do when an operator requests funds) How passive investing returns compare to active investing returns Why the tax benefits are often better with passive real estate investments The number one thing you must do when vetting a syndicator How to find more syndication opportunities for non-accredited investors And So Much More! Links from the Show Ashley's BiggerPockets Profile Tony's BiggerPokckets Profile Join BiggerPockets for FREE Buy the Book “The Hands-Off Investor” Find an Investor-Friendly Agent in Your Area See Ashley and Tony at BPCON2024 in Cancun! What Is Passive Real Estate Investing and Is It Right for You? Connect with Jim (00:00) Intro (02:18) Passive Investing 101 (06:40) Pros and Cons of Passive Investing (09:32) What Are Capital Calls? (18:00) Passive Investing Returns (21:48) How to Get Started (28:10) Raising Capital to Invest (32:42) Find Your Community! (34:14) Connect with Jim! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/rookie-459 Interested in learning more about today’s sponsors or becoming a BiggerPockets partner yourself? Email [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We know rookies feel like they can't break into the market today or worry about having enough time to manage a portfolio while working their W2.
0:08.0	But what if there was an investing vehicle that's actually a bit more passive? That's what we'll be breaking down in
0:14.6	today's episode. This is the real estate rookie podcast. I'm Ashley Care and I'm here
0:20.0	with Tony J Robinson. And welcome to the podcast where every week, three times a week, we bring you the inspiration, motivation, and stories you need to hear to kick start your investing journey.
0:30.0	Now guys, today we're joined by Jim Pfizer a former financial advisor turned
0:34.6	passive investor and he has now invested in over 100 passive syndications. He's
0:40.8	new to the Bigger Pocket's family and this week his first episode airs on passive pockets, the passive real estate investing show.
0:48.0	To check it out, check any of your favorite podcast platforms or head straight to passive pockets.
0:53.2	Jim welcome to the show.
0:55.2	Thanks for having me I'm thrilled to be here.
0:57.1	Jim congratulations on the new podcast.
1:01.1	Thank you it's super exciting you know transitioning from what we had at left field investors to now passive
1:06.1	pockets.
1:07.1	We're just absolutely thrilled.
1:08.1	And I don't know if you know this, Jim, but we used to do a segment here called Rookie Hazing.
1:14.2	So all the OG listeners from way way back
1:16.8	in the beginning in 2020 would remember this segment.
1:20.2	And Tony and I thought since your new podcast host to the BiggerPockets family we had to do some
1:26.7	hazing to you so this segment was where the guest had to sing their favorite song.
1:31.9	So Jim take it away.
1:34.4	Oh my God, you do not want that.
1:37.4	I was about to hang up.
	...

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