• EP 242: How to Diversify Like a Pro: Lessons from Jeremy Roll's Portfolio

  • Jan 30 2025
  • Length: 45 mins
  • Podcast

EP 242: How to Diversify Like a Pro: Lessons from Jeremy Roll's Portfolio

  • Summary

  • Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization founded in 2007 with the goal of helping real estate investors network and learn in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.


    Chapters


    00:00 Introduction to Passive Investing with Jeremy Roll

    01:04 Current Market Assessment and Its Impact on Passive Investments

    06:04 Jeremy Roll's Background and Investment Journey

    08:19 Learning Process and Networking in Real Estate

    15:44 Diversification Strategies for Passive Investors

    20:49 Cashflow Targets and Investment Strategies

    23:27 Tax Abatement and Unique Investment Opportunities

    24:59 Tax Abatement Trends and Future Outlook

    28:41 Investment Strategies and Risk Management

    31:44 Understanding Debt Funds and Economic Cycles

    35:12 Essential Resources for New Investors

    39:07 Key Due Diligence Questions for Passive Investors

    42:37 Personal Insights and Future Aspirations


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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