199: Who Do YOU Invest In: Vetting Operators 101

Every good syndication investment starts with investing in a good operator! Today we’re breaking down how to vet an operator in Passive Investing featuring host Jim Pfeifer and co-host Paul Shannon with guest Chris Lopez.

We’re back with an episode you can’t afford to miss! Our new co-host (and longtime friend!) Paul Shannon joins us to dig into the details, and we’re bringing in special guest Chris Lopez to share his insider experience vetting operators. In this episode, we’re covering:

  • Why an operator’s track record is key
  • Co-investing and risk tolerance alignment
  • How to spot red flags in litigation history
  • Trusting your gut and when it matters most
  • Getting the real story with LP referrals

This is everything you need to confidently evaluate operators and make smarter investment decisions. So grab your notepad and hit play—you’ll thank us later!

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👉 Don’t forget to like, subscribe, and share if this episode helps you level up your investing game!

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.

Contact Us At:

jimpfeifer@biggerpockets.com

Links

www.passivepockets.com/survey

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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.