If banks, marketers, and others have a plan for your money, you might as well have one. But what do you truly want your money to do for you? In this episode, Mark Willis, a Certified Financial Planner, joins Jim Pfeifer to share his insights on how you can benefit from your money if you can be your own bank! He explains how life insurance can shine with TGIF, which stands for Tax Advantages, Guarantees, Insurance, and Financing. Mark also explains how you can pivot from fear about life insurance...
Nov 27, 2022•49 min•Ep 92•Transcript available on Metacast Insurance is not often discussed when evaluating a real estate syndication, but it is critical to the success of your investment. It is important to ask the operator if they have business income insurance, umbrella insurance, and workers’ compensation insurance for the property and business. It is not enough to assume that the operator has these programs in place – this should be part of the investment evaluation. In today’s episode, Doug Levi shares his expert advice on these topics and what el...
Nov 20, 2022•44 min•Ep 91•Transcript available on Metacast With inflation, rising interest rates, and a looming recession, how do you invest in this volatile time? Right now, fixed debt, stabilized deals and longer term holds where you can ride out the volatility might be options to investigate. But most importantly, you need to find partners or sponsors that align with your investing strategy and goals. If you are not aligned with the operator’s business plan and assumptions, you probably don’t want to move forward with them. It’s important to find the...
Nov 13, 2022•52 min•Ep 90•Transcript available on Metacast You can’t get rich overnight because it takes time to implement long-lasting strategies that lead to financial independence. The guest in today’s episode, Toby Mathis, founding partner of Anderson Advisors and author of Infinity Investing: How The Rich Get Richer And How You Can Do The Same, is a gifted storyteller and a clear-eyed researcher who spent years studying successful investors who built their wealth by creating a plan and sticking to it. Toby shares his build-wealth-slowly approach ba...
Nov 06, 2022•50 min•Ep 89•Transcript available on Metacast Group RMC is a family business, a private partnership, and a co-investment company that focuses on underappreciated institutional-quality office properties across the US in non-gateway markets. In this episode, Evelyne Massa, the Vice President of Private Investment at Group RMC, sits with Jim Pfeifer and shares the investment philosophy and principles of Group RMC. The pandemic has made office properties over-looked asset class, but there are many opportunities for buyers with a long-term outlo...
Oct 30, 2022•55 min•Ep 88•Transcript available on Metacast This week’s episode features a post from the Infielder Forum. The question was asked - How quickly did you dive in? The episode starts with that question and we discuss several replies to the Forum post. Jim Pfeifer also explains how he got his start in syndications and recommends, if you have a stable financial base - at some point, you need to take careful action! Tune in to hear how Jim and others got their start in passive syndication investing!
Oct 26, 2022•13 min•Ep 20•Transcript available on Metacast When investing in real estate in uncertain times such as these, it is important to look for inflation and recession resistant asset classes that can still produce acceptable returns during difficult economic conditions. Medical offices could be just such an asset class. If you are looking for a recession resistant asset class to generate passive income in any market, this is the podcast for you! In this episode, Jim Pfeifer shares an insightful conversation with Chief Executive Officer of Allian...
Oct 23, 2022•56 min•Ep 87•Transcript available on Metacast This week’s episode features a post from the Infielder Forum. The question was asked - what is your passive investing plan? We had some good answers, but Infielder, Pat Wills, had a great explanation and diagram that he shared on the Forum. In this episode, Jim Pfeifer explains his strategy and plan and then Pat describes in detail how he structures his finances in order to maximize growth while making sure to have his expenses covered, emergency cash saved, and investing capital deployed. He al...
Oct 19, 2022•21 min•Ep 19•Transcript available on Metacast A self-directed IRA (SDIRA) gives you more control over your investments than a standard IRA and can help you diversify your investments within your retirement account. It allows you to invest in what you know best instead of forcing you to choose from a limited set of options determined by your IRA provider. Today’s guest, Juan Deshon, is an IRA specialist at Quest Trust Company is a self-described, certified nerd when it comes to IRA accounts. Juan explains the critical difference between a se...
Oct 16, 2022•50 min•Ep 86•Transcript available on Metacast This week’s episode features Paul Miller. Paul is a pharmacist that is focusing on investing passively on the side to help develop his wealth. Paul discovered the passive investing industry and began reading up on the subject and listening to podcasts to educate himself and build his confidence to make his first investment. Paul is going to continue to focus on investing in a couple of deals a year while looking into new asset classes.
Oct 12, 2022•17 min•Ep 18•Transcript available on Metacast In real estate, there are many ways to generate cash flow and appreciation. Listen in as Jim Pfeifer talks with the Principal of Responsible Real Estate, Bryan Underwood as he shares the challenges of starting his own venture outside of his family’s business and expertise. Bryan discusses the importance of having the right partnerships, the initiative to learn from experienced mentors, and how accumulating knowledge can enable you to conquer an asset class entirely new to you. Check out this epi...
Oct 09, 2022•49 min•Ep 85•Transcript available on Metacast Short-term rentals are an asset class many passive investors have not yet invested in. This emerging asset class presents unique opportunities, deal structures, and deal structures. Join Jim Pfeifer as he talks to serial entrepreneur, real estate developer, and experiential hospitality expert Richard Fertig about the asset class everyone is talking about, but few are investing in: short-term rentals. Richard is the Founder of Stomp Capital LLC and Short Term Rental University. Listen in as Richa...
Oct 02, 2022•56 min•Ep 84•Transcript available on Metacast In this episode, Jim Pfeifer takes a topic from the Infielder Forum and shares it with the community. Jim talks about how to teach kids about investing and reveals insights from other Infielders. Tune in to hear how others have taught their kids to become investors!
Sep 28, 2022•17 min•Ep 17•Transcript available on Metacast Often, when people are working in lucrative occupations, they have a lot of income coming in, but they do not have control of their time, their income, or their life. That is how today’s guest, Peter Kim felt when he was working full time as a doctor. He saw examples of other successful professionals who had bought back their time through multiple income streams and he decided to learn from them. Today’s episode features physician, entrepreneur, investor, and founder & CEO of Passive Income MD, ...
Sep 25, 2022•46 min•Ep 83•Transcript available on Metacast Being a successful business owner and entrepreneur can be exciting – until you realize you end up giving half of your money back to the government. Our guest today, Dave Zook, used his tax burden as motivation to find a better way and now has a proven track record of successful investments. In this episode, he shares how he turned his interest in mitigating his tax liability into a business helping other investors reduce their taxes through passive real estate syndications. Dave and Jim Pfeifer ...
Sep 18, 2022•45 min•Ep 82•Transcript available on Metacast This week’s episode features Anthony Humphress. Anthony has been active in the syndication industry for several years as a GP vs. an LP. Anthony shares how he started syndicating in the Lexington, Ky area working his way up from purchasing single-family homes. He plans to continue to expand his business, focusing on multifamily assets.
Sep 14, 2022•20 min•Ep 16•Transcript available on Metacast True wealth is having assets that produce cash flow - cash flow is they key to sustaining that wealth. In this episode of Passive Investing from Left Field, Paul Moore, the founder of Wellings Capital, joins Jim Pfeifer to share his secrets on how you can keep your wealth growing by investing in cash flowing assets. Paul also shares his strategies for creating wealth and explains the difference between speculation and investing. He also talks about how you can vet sponsors by following the princ...
Sep 11, 2022•54 min•Ep 81•Transcript available on Metacast This week’s episode features Nishant Shah. Nish is an accredited investor from the Chicago area. His W2 role is an anesthesiologist, but he is building his passive investing portfolio to give him flexibility down the road. He is looking to do some group investing with fellow physicians to help diversify his investments and minimize risk. Nish enjoys educating himself on the business through podcasts, books, and via a community like Left Field Investors.
Sep 07, 2022•22 min•Ep 15•Transcript available on Metacast Speculation is often the most exciting and riskiest part of a wealth-building strategy. Venture capital is a great way to potentially boost your overall portfolio returns with a small allocation to this type of speculation. We usually talk about boring (consistent) returns on real estate investments, but today we are switching gears and chasing shiny objects! Listen in as Alec Ellison, Chairman of OurCrowd US, explains how to reduce risk while investing in startups, Series A, unicorns, and much ...
Aug 28, 2022•54 min•Ep 79•Transcript available on Metacast David Morovitz was 45 years old when he realized he didn’t have any real estate. He had no possessions besides his own property. That was what triggered him to really start investing more. So he reached out and learned about the world of syndication. He went to meetups and landed right on left-field investors. And thanks to left-field investors, David has been exposed to sponsors from every asset class to really create a diverse portfolio. Having the ability to bounce sponsors and numbers off th...
Aug 24, 2022•19 min•Ep 14•Transcript available on Metacast Most people want to live a life full of choices and without regret – it’s a lot easier to accomplish this if you are financially free. To get there, you need one of the two forms of capital – time or money. Knowing which you have can help you implement an investment strategy to help you achieve your goal of being financially free. Join Jim Pfeifer as he talks with Chris Larsen about how he used his capital to attain financial freedom. Chris is the founder and Managing Partner of Next-Level Incom...
Aug 21, 2022•51 min•Ep 78•Transcript available on Metacast This week’s episode features Brian Piana. Brian is a professor teaching graphic design that started investing passively this past year and is currently in two deals. Brian has found a lot of value from joining a community of like-minded investors to help educate him. He plans to watch the economy for a while before deploying more capital but will be watching for the next great deal.
Aug 17, 2022•19 min•Ep 13•Transcript available on Metacast Franchising is becoming a more popular way to start a business. It allows you to invest in an established business system with a proven track record of success. But how can you find the right franchise for you? Tune in today to hear Kim Daly share her insights. Kim is the Franchise Consultant at The Daly Coach, one of America’s Top Franchise Consultants, Founder & Host of KimDaly.tv, and Motivational Speaker & International Best-Selling Co-author. She is also the creator of “The Daly Plan” – a m...
Aug 14, 2022•56 min•Ep 77•Transcript available on Metacast Vyzer is a wealth management tool that was designed to monitor and track all of the standard financial asset classes. But what’s most exciting about this tool is how it has been optimized to track passive syndication investments. Litan Yahav explains how Vyzer works in this conversation with Jim Pfeifer. Litan started out developing hardware and software for photographing and displaying diamonds online for trading. After he sold the company, he and his partner decided to invest on their own rath...
Aug 07, 2022•42 min•Ep 76•Transcript available on Metacast This week’s episode features Jeff Geagan. Jeff has been investing passively for about a year and a half. Having started as an accidental landlord in the real estate industry, he has pivoted to the passive side over time. Today, Jeff shares how he found value in Left Field Investors and Tribevest to educate him and spread his risk of investing. He continues to look at new opportunities in individual and group investments.
Aug 03, 2022•19 min•Ep 12•Transcript available on Metacast There is a difference between investing and saving. To attain financial freedom you need to take action and invest. In this episode, Billy Keels, Founder of First Generation Capital Partners, shares his experience and the different trials he faced along his journey. He talks about how Rich Dad Poor Dad by Robert Kiyosaki changed his mindset and helped him liberate himself from his W2. Tune in to this inspiring episode to gain insights on how Billy found investing success and achieve financial fr...
Jul 31, 2022•49 min•Ep 75•Transcript available on Metacast This week’s episode features Paul Shannon, a diversified investor with both passive and active investments in his portfolio. Today, Paul describes deal metrics that he both likes and dislikes when he is vetting a deal, as well as asset classes that he likes to invest in. Paul hails from the Indianapolis area and is focusing on conserving his capital and watching the economy for a bit while he leans towards moving more of his portfolio into the passive investing industry.
Jul 27, 2022•22 min•Ep 11•Transcript available on Metacast Phoenix is one of the most interesting markets for multifamily right now. In this episode, Jim Pfeifer interviews Zach Haptonstall, the CEO, and Co-Founder of Rise48 Equity and Rise48 Communities, to help us learn more about the Phoenix market. Zach takes us on his journey from a real estate investing novice to running a successful business that owns 34 different properties with over 5,500 units in the Phoenix Metro. Listen in to learn the benefits of investing with an operator who is focused on...
Jul 24, 2022•54 min•Ep 74•Transcript available on Metacast This week’s episode features Greg Baxter. Greg began his real estate investing journey by group investing with college friends. Eventually, he progressed into investing on his own in multi-family properties, self-storage, and mobile home parks. Today, Greg shares how he’s focusing on staying on his path to not chasing shiny objects. He also talks about his anticipation of investing in more multi-family deals in the near future with the potential of looking at becoming a General Partner himself a...
Jul 20, 2022•15 min•Ep 10•Transcript available on Metacast Camilla Jeffs had limiting beliefs that resulted in her thinking small and then she learned about passive investing. She found that she was able to stop trading time for money and started thinking big - resulting in the growth of her business and allowed her to ditch her W2 job. Join Jim Pfeifer as he talks to Camilla Jeffs about how she exited her W2 job and created a business to help others start the passive investing cashflow snowball. Camilla is the Founder and CEO of Steady Stream Investmen...
Jul 17, 2022•45 min•Ep 73•Transcript available on Metacast 
