Passive Investing: 9 Mistakes to Avoid & What I’d Change Next Time
🎙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:
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🔗 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/
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