The Invest Clearly Podcast

Industrial investor Judd Dunning shares his masterclass on investor communication, managing bad news, and building trust during private market uncertainty...

Michael Tanner explores oil and gas investing, covering tax deductions, due diligence, and navigating market volatility and rising interest rates for informed LPs

GP Fuquan Bilal shares how NNG Capital Fund balances impact investing with community goals through transparency, education, and long-term trust...

Kathleen Marcell shares her journey from traditional investing to exploring alternative investments. She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners.

Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency.

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.

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.

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.

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.

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.

Get the answer to the closeout questions of each podcast episode: “What do you think needs to die in passive investing?” The answers are wide-ranging, from misconceptions about risk, to misleading marketing tactics, to structural issues in how deals are presented.

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.

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.

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.

Terra Padgett shares her 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.

Host Pat Zingarella 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.

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.

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.

Brian Davis shares how Spark Rental's co-investing club vets deals, evaluates operators, and helps investors build passive income

LP investor Leyla Kunimoto shares AI-powered due diligence strategies, conservative underwriting trends, and red flags to avoid in preferred equity deals. Plus insights on sponsor evaluation and cash flow investing.

Watch The Invest Clearly Podcast episode featuring Will Matheson of Matheson Capital as they discuss how to earn investor trust while scaling investments.