Passive Investing from Left Field Jim Pfeifer & Left Field Investors

In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now!  


About Tom Dunkel 
Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm's financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals.


Here are some power takeaways from today’s conversation:
01:37 his background
09:07 Benefits of commercial real estate vs others
14:22 The self-storage market
17:13 The S.A.F.E. Method
26:18 How LPs can avoid mistakes
31:24 Where they are located
33:30 Podcast Recommendation 34:22 Contact Tom



 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    


   
Podcast Recommendations:Cashflow connections: https://cashflowconnections.com/podcast/
Resources Mentioned:
Contact the guest:Social MediaLinkedIn https://www.linkedin.com/in/tomdunkel/Facebook https://www.facebook.com/tom.dunkel
Advertising Partners:
Midloch:https://midloch.com/
Vyzer:https://vyzer.co/
Left Field Investors:https://www.leftfieldinvestors.com/
Rust Belt Capitalhttps://rustbeltcapital.com/
Tribevest: https://www.tribevest.com/
Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Join us on Passive Investing from Left Field as we chat with Adam Jason, the entrepreneurial force behind Green Coffee Company. Discover how Adam transitioned from a corporate lawyer to a coffee industry innovator in Colombia, turning coffee byproducts into profitable ventures and aiming for a 5x return on investments. Don't miss this insightful episode on sustainable coffee practices, the challenges of operating in Latin America, and the future of the coffee industry. Subscribe and hit the bell icon to stay updated!  


About Adam Jason 
Adam Jason is a Partner of Legacy Group. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson & Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion.


Here are some power takeaways from today’s conversation:
01:42 His journey
06:07 How they vary from the norm in their industry
08:36 What have they done differently than big companies that helped them succeed? 
12:00 Operating in Latin America as a US-based company
14:07 Small farm scaling up 
15:31 Weathering inflation
18:27 Mistakes passive investors make in their asset class21:27 Coffee is a recession-free product 
22:42 Underwriting his deals
26:05 Biggest risk with this asset class 
28:55 Where is the product located?
32:10 Podcast Recommendations 
33:08 Contact Adam


 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    


   
Podcast Recommendations:All in Podcast: https://www.allinpodcast.co/
Resources Mentioned:
Contact the guest:Social MediaLinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/YouTube: https://www.youtube.com/@legacygroup9109/featuredGreen Coffee Company Products only available in the US: https://www.greencoffeecompany.com/
Advertising Partners:
Midloch:https://midloch.com/
Vyzer:https://vyzer.co/
Left Field Investors:https://www.leftfieldinvestors.com/
Rust Belt Capitalhttps://rustbeltcapital.com/
Tribevest: https://www.tribevest.com/
Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Join us in this episode of Passive Investing from Left Field as we sit down with franchise expert Kim Daly. Kim shares her incredible journey from answering a classified ad to becoming one of the top franchise consultants in the industry. Discover how franchising can be a powerful tool for building wealth and achieving financial freedom. Whether you're a seasoned investor or just starting out, Kim's insights on selecting the right franchise and managing it effectively are invaluable. Tune in and learn how to make franchising work for you!  


About Kim Daly 
For more than 20 years, Kim Daly has been helping people realize their dreams of business ownership through franchising all the while living her own dreams through her franchise. Today, she is recognized as one ofAmerica’s top franchise consultants having created nearly 1000 franchise owners. She is an international best-selling co-author of Franchising Freedom and the founder and host of KimDaly.tv and Create Wealth through Franchising Podcast. Kim created the “The Daly Plan” – a millionaire mindset coaching program that she used herself to build the largest franchise consulting business in the history of franchise consulting in 2012. She is a mom of two teenage boys. She is passionate about fitness and nutrition. She loves to workout and ski, and she lives on the beach in southern New Hampshire. 


Here are some power takeaways from today’s conversation:
02:04 Her journey to franchising 
03:11 How has franchising changed over the last 20 years
04:41 A "want based" business 
06:45 Why do LPs like franchising?
09:56 Typical rate of failure with franchises 
13:06 Common characteristics of a successful franchise
14:23 How to vet a franchise?20:38 Deciding on an industry to franchise 
24:56 Passive franchise opportunities
28:30 new franchise opportunities 
32:19 Do the interest rates affect franchises?
36:20 What is the exit of a franchise? 
41:24 Podcast Recommendation
42:44 Contact Kim


 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    


   
Podcast Recommendations:Money Ripples Podcast: https://moneyripples.com/podcast/Wealth without Wall Street: https://www.wealthwithoutwallstreet.com/Mind Valley App: https://www.mindvalley.com/apps
Resources Mentioned:
Contact the guest:LinkedIn: https://www.linkedin.com/in/dalykim/Instagram: https://www.instagram.com/thedalycoach/ Kim's Podcast: https://www.thedaily.coach/
Advertising Partners:
Vyzer:https://vyzer.co/
Left Field Investors:https://www.leftfieldinvestors.com/
Rust Belt Capitalhttps://rustbeltcapital.com/
Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Join us on the Passive Investing from Left Field podcast as we welcome back Whitney Elkins-Hutten, the Director of Investor Education at PassiveInvesting.com and author of 'Money for Tomorrow'. In this episode, Whitney shares her insights on creating, keeping, and growing wealth, with a focus on multifamily investments, preferred equity, and debt funds. Don't miss out on her valuable advice for both new and seasoned investors. Subscribe now and learn how to secure your financial future!  


About Whitney Elkins-Hutten 
Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, Founder of AshWealth.com, author of Money for Tomorrow: How to Build and Protect Generational Wealth published with BiggerPockets, co-author of the international #1 bestseller Resilient Women in Life and Business, host of the Passive Investing Made Simple YouTube show and podcasts, and a partner in $800MM+ in real estate — including over 6500+ residential units, 15 express car washes, and more than 2200+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate. 


Here are some power takeaways from today’s conversation:
03:19 Book released
08:45 Passive vs. active investing
15:05 What asset classes are doing well?
17:34 Preferred Equity
29:05 Mistakes LPs are making 
32:38 Podcast recommendations
33:53 Contact


 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    


   
Podcast Recommendations:The Mind Pump Podcast: https://mindpumppodcast.com/
Resources Mentioned:
Contact the guest:LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/ Facebook: https://www.facebook.com/WhitneyHuttenInvesting 
Advertising Partners:
Vyzer:https://vyzer.co/
Left Field Investors:https://www.leftfieldinvestors.com/
Rust Belt Capitalhttps://rustbeltcapital.com/
Tribevest: https://www.tribevest.com/
Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Welcome to the Passive Investing from Left Field podcast! In this episode, we're thrilled to have Aleksey Chernobelskiy, an expert in advising limited partners on real estate investments. Aleksey shares invaluable insights on navigating syndication deals, avoiding common mistakes, and the importance of being an active LP. Whether you're a seasoned investor or just getting started, this episode is packed with essential advice to help you succeed in the world of passive investing. Don't miss out – tune in now


About Aleksey Chernobelskiy 
Aleksey Chernobelskiy advises limited partners (LPs) on existing and future investments, writing weekly to 3,000 investors at LPlessons.substack.com to explain how to properly vet and consider LP investments within their portfolios. He also assists General Partners with LP-related matters such as capital calls and feedback on investment decks. Before advising LPs, Aleksey managed STORE Capital’s $10 billion commercial real estate portfolio and oversaw the firm’s underwriting team. He graduated from the University of Arizona with a quadruple major in Finance, Mathematics, Economics, and Accounting.


Here are some power takeaways from today’s conversation:
02:27 His background
05:32 His three key fundamentals
10:46 Pros and cons of perpetual holds
20:46 The difference between the return on vs of capital structures
26:19 How LPs can set expectations ahead of time
35:42 Podcast Recommendation
36:47 Contact Guest


 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    


   
Podcast Recommendations:The Aquired Podcast: https://www.acquired.fm/The Founders Podcast: https://www.founderspodcast.com/
Resources Mentioned:
Contact the guest:LinkedIn http://www.linkedin.com/in/chernobelskiy
Advertising Partners:
Vyzer:https://vyzer.co/
Midloch:https://midloch.com/
Left Field Investors:https://www.leftfieldinvestors.com/
Rust Belt Capitalhttps://rustbeltcapital.com/
Tribevest: https://www.tribevest.com/
Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Join host Jim Pfeifer and real estate developer Andrew Brewer as they explore the intricate world of real estate development. Discover the crucial steps, potential risks, and expert strategies for successful property development. Whether you're a seasoned investor or new to the field, this episode offers invaluable insights to help you navigate your investment journey with confidence. Tune in to learn how to assess projects, select the right partners, and manage development risks effectively.   


About Andrew Brewer 
Andrew is the Founder and Managing Partner of IronGall Investments, a real estate development firm based in Austin, and Distance 3 Development, a real estate investment firm based in San Antonio. As a developer and project sponsor Andrew has helped hundreds of busy professionals achieve time and financial freedom through passive real estate investments in markets across the US.He has experience in apartments, townhomes, single family home subdivisions, mobile home parks, RV parks, and office warehouse spaces. The value of projects sponsored by Irongall Investments and Distance 3 Development has a combined market value of hundreds of millions of dollars. Too often, we've seen working professionals miss far too many school plays and soccer games, and we've also seen individuals too busy to pursue their passion projects. Andrew wants to help as many people as possible to take control of their time and accumulate wealth through real estate so they won't have to miss any more significant occasions.Andrew has a varied background in real estate and has participated in projects as an owner, developer, operator, engineer, and consultant.As an operations engineer, Andrew implemented comprehensive building turnarounds of underperforming assets, resulting in enhanced operations, cheaper maintenance costs, and better resident experiences. 


Here are some power takeaways from today’s conversation:
02:07 His background
05:25 What projects he has right now
10:39 How to vet an operator?
20:26 Questions for the deal 
26:31 How the returns are structured
31:52 How the phases work
34:39 Podcast recommendations34:57 contact


 

This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.    


   
Podcast Recommendations:Best Ever Podcast: https://www.bestevercre.com/podcastBigger Pockets: https://www.biggerpockets.com/
Resources Mentioned:
Contact the guest:LinkedIn https://www.linkedin.com/in/andrew-brewer-irongall-investments/ 
Advertising Partners:
Vyzer:https://vyzer.co/
Left Field Investors:https://www.leftfieldinvestors.com/
Rust Belt Capitalhttps://rustbeltcapital.com/
Tribevest: https://www.tribevest.com/
Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/