195: Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time

🎙Welcome to Passive Pockets! In this episode, Jim Pfeifer and Paul Shannon share 9 crucial mistakes to avoid when it comes to passive investing. Whether you’re just starting or looking to refine your strategy, these insights will help you make smarter investment decisions.

⏰ Timestamps:

00:00 – Introduction

1:00 – #1: Not Asking The Right Questions

4:05 – #2: Thinking Passive Investing is 100% Passive

12:46 – #3: Thinking Preferred Return = Steady Cash Flow

12:46 – #4: Thinking Preferred Return = Steady Cash Flow (Yes, it’s repeated!)

15:55 – #5: Failing to Align Your Investment Strategy with Your Goals

17:31 – #6: Failing to Prioritize a Diversified Investment Strategy

24:48 – #7: Going All-In with Syndication Real Estate Without Thinking About Liquidity

28:03 – #8: Not Reading the Private Placement Memorandum (PPM)

31:35 – #9: Not Joining a Community Like Passive Pockets

34:45 – Outro

In the episode, we also refer to a valuable resource to help you ask the right questions when talking with syndication sponsors. Explore the list of 50 Questions All Passive Investors Should Ask at this link:

https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/

🔔 Don’t forget to hit LIKE, SUBSCRIBE, and click the bell icon so you never miss an episode! 🔔

Check out more resources and join our community at Passive Pockets to connect with fellow investors and experts.

🔗 Links:

Website: https://passivepockets.com/

Resource Mentioned in the Video: https://passivepockets.com/learn/evaluating-the-sponsor/50-questions-all-passive-investors-should-ask-when-talking-with-syndication-sponsors/

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 judgement and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that 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 of the 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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The comments, views, opinions and any forecasts of future events, returns or results expressed in this podcast reflect the opinions of the given host or participants (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the information discussed in this podcast, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other audio and/or visual aids cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals in this podcast; however, such paid advertisements shall not be construed as an endorsement, testimonial, or recommendation by PassivePockets to invest in any sponsor, investment strategy or investment opportunity. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest.