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

November 19, 2024

🎙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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