In this episode of the Passive Income Playbook on the Best Ever CRE Show, host Pascal Wagner sits down with Jeremy Roll, a seasoned passive investor with over two decades of experience.
Jeremy shares his insights on market cycles, the importance of macroeconomic research, and how to effectively navigate investment decisions as a Limited Partner (LP).
You'll learn about the asset classes Jeremy favors for long-term predictability, such as multifamily apartments and mobile home parks, and why he remains cautious about others like retail and office spaces.
Jeremy also delves into how he's managed to build a diverse portfolio of more than 60 active investments and what he believes are the critical components of success in passive investing.
Whether you're just starting or looking to refine your investment strategy, this episode is packed with valuable knowledge for both novice and experienced investors.
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Chapters:
00:00 – Introduction to a Different Style Episode
01:10 – Guest Introduction: Who is Jeremy Roll?
02:06 – Jeremy’s Journey into Passive Investing
03:50 – Portfolio Breakdown: Asset Class Diversity
05:36 – The Shift from Syndications to Funds
06:48 – Unexpected Risks in Various Asset Classes
09:18 – Intentional Investment Strategies Over Time
11:54 – The Quest for Predictability in Cash Flow
14:25 – Understanding Different Asset Class Dynamics
15:52 – The Debate on Economic Trends
17:34 – Why Jeremy is Cautious & On the Sidelines
21:00 – Navigating Unique Real Estate Deals
25:15 – Exploring Tax Abatement in Real Estate
30:24 – The Role of Debt vs. Equity Funds
33:13 – Lessons Learned from Past Investments
39:57 – What Makes a Successful Passive Investor
43:04 – Strategies for Liquidity and Market Timing
45:36 – Resources for Further Tracking Economic Data
52:57 – Due Diligence Tips for LPs
55:08 – Surprising Trends as an LP Over the Years
56:30 – Final Thoughts and Taking Action