The Invest Clearly Podcast

In this conversation, Litan Yahav, co-founder of Vizor, shares insights on the evolving landscape of investment strategies, particularly focusing on the cautious approach of Limited Partners (LPs) in today's market.  He discusses the shift from equity to debt investing, the appeal of high-risk, high-return opportunities, and the importance of transparent communication between General Partners...

In this conversation, Joe Guidi interviews James Keefe, Chief Commercial Officer of Bequest Asset Management. They discuss the evolution of Bequest, James's unique journey from acting to finance, and the importance of trust and communication in passive investing. James shares insights on the significance of founder involvement, effective investor relations, and the lessons learned from past in...

In this conversation, Dylan shares his journey as an investor, discussing his background, portfolio, and the lessons learned along the way. He emphasizes the importance of building relationships, evaluating sponsors, and conducting thorough due diligence. Dylan also challenges the notion of passive investing, advocating for active engagement and responsibility in investment decisions. The discussi...

In this conversation, Jeremy Dyer shares his journey from a successful technology sales career to becoming a prominent figure in passive real estate investing. He discusses the importance of building trust and transparency in capital raising, especially in the current market environment. Jeremy emphasizes the need for operators to communicate effectively with investors, particularly during challen...

In this conversation, Pascal Wagner shares his journey from working in venture capital to managing family finances and investments. He discusses the importance of having a clear investment strategy, the challenges of evaluating deals, and the common mistakes that new passive investors make.  Pascal emphasizes the need for a robust deal flow and the significance of understanding the sponsor's track...

In this conversation, Angela Durham discusses the operations and investment strategies of New Haven Marinas, focusing on acquiring and consolidating marina properties. She highlights the unique aspects of marina investments, including the lifestyle appeal, the importance of investor education, and the specific underwriting risks associated with this niche market. The discussion also covers the sig...

In this conversation, Pat Zingarella and Jeremy Roll discuss the current state of real estate investing, focusing on market trends, investment strategies, and the importance of macroeconomic factors. Jeremy shares his cautious approach to investing, emphasizing the need for discipline and the challenges posed by negative leverage. They explore alternative investments, the role of AI in due diligen...

In this conversation, Robby Butler of Y Street Capital discusses the intricacies of real estate development, emphasizing the importance of building trust with investors through education and transparency. He shares insights on the challenges of development, the balance between sales and education, and the role of AI in enhancing investor relations. The discussion also touches on the evolving lands...

Terra Padgett, a commercial insurance broker and founder of PowerPool Fund, shares her grounded approach to real estate investing. She reveals the framework she uses to manage a portfolio of over a dozen deals, moving from active single-family rentals to passive syndications. Terra offers a transparent look at her "post-call litmus test" for vetting sponsors, the power of using an invest...

In this episode of the Invest Clearly podcast, host Pat sits down with Chris Reece, founder of MJ REIT, to explore how his decades of experience in institutional asset management led him to the cannabis real estate space. Chris breaks down MJ REIT’s unique, low-leverage strategy, their approach to risk, and how they’ve maintained over 33 months of consistent returns.  He also shares why transparen...

In this episode, Justin Colvin, insurance entrepreneur and seasoned LP shares how he built a passive income portfolio across real estate, oil & gas, and private credit.  From his first $15K investments to losing capital in a failed fund, Justin opens up about the hard lessons, red flags, and winning strategies he's learned along the way.  If you're a passive investor looking to avoid bad deals...

TJ Burns, founder of Burns Capital and ex-Amazon engineer, joins the Invest Clearly Podcast to break down the real challenges of raising capital and building long-term LP trust. He shares why he left fund-of-funds behind, how he uses Discord and transparency reports to keep LPs in the loop, and how AI is reshaping underwriting and investor ops. 📌 Topics Covered: ​LPs left in the dark: why it’s so...

Brian Davis, former landlord turned full-time LP and co-founder of SparkRental’s Co-Investing Club  talks about what really matters when evaluating passive real estate deals. Brian shares the mistakes that made him quit landlording for good, the red flags he watches for in sponsors, and why great property management can save a sinking deal. He also pulls back the curtain on how Spark’s 300+ member...

In this conversation, Will Matheson discusses the operations and philosophy of Matheson Capital, a multifamily investment firm based in Charleston, South Carolina. He highlights their focus on transparency, investor trust, and the importance of communication in building relationships with investors. Matheson shares insights on their investment strategy, fee structure, and the challenges of passive...

Leyla Kunimoto shares her insights on the current real estate investment climate, focusing on trends in deal flow, cash flow, and how to quickly underwrite deals. She discusses her approach to evaluating investment opportunities, the role of AI in streamlining analysis, and the significance of building trust with sponsors. Leyla also highlights the need for caution in preferred equity deals and em...