148: Jeremy Roll on Real Estate Investment Strategies and Risks

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This is an LFI episode and LFI is now part of PassivePockets.

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 I tackle the essentials of passive real estate investing. We delve deep into the importance of meticulous due diligence and the critical role of investment documents. He 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:

Motley Fool Money

The Walker Webcast

Advertising Partners:

Left Field Investors – BEC

Tribevest

Rise48

Aspen Funds

GSP REI

Spartan Investment Group

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