In this episode, Paul speaks to Jeff Lerman about Joint Ventures. They go in-depth about the role of the Real Estate Attorney, the basics of joint ventures and how they differ from syndications, things to be aware of when putting together a joint venture partnership, and more.

About our guest:

Jeff is a Co-Funder and Managing Partner at Lerman Law Partners, LLP, a California Real Estate and Estate Planning Law firm focused on investors. He handles acquisitions and sales, entity formation, syndication, commercial leases, loan documents, construction documents, loan work-outs, and litigation involving each of these areas as well as unfair business practices litigation.

Jeff’s LinkedIn: https://www.linkedin.com/in/realestateinvestorlaw/

Jeff’s articles:

“17 Steps To A Successful Joint Venture”: https://www.realestateinvestorlaw.com/wp-content/uploads/sites/1102721/2019/08/17-Steps-to-A-Successful-Joint-Venture-FINAL.pdf

“12 Warning Signs You’re Headed for a Lawsuit with your Partner”: https://www.realestateinvestorlaw.com/blog/2019/06/12-warning-signs-youre-headed-for-a-lawsuit-with-your-partner-part-1/

Book recommendations:

"Principles of Real Estate Syndication" by Samuel K. Freshman: https://www.amazon.com/dp/B00QNZSTD6/ref=cm_sw_r_tw_dp_BJYP1PZJKWF2QNWDSSMJ

Disclaimer: This real estate podcast is for informational and educational purposes only, and does not imply suitability. The views and opinions expressed by the presenters are their own. The information is not intended as investment advice.

For any inquiries or comments, you can reach us as info@indepthrealestate.com.

In this episode, Paul speaks to Jeff Adler about political risk. They go in-depth about his 2020 article “Calculating political risk”, his political risk model and how he came to research and model it, his philosophy towards affordability, predictions for the future, and more.

About our guest:

Jeff is the Vice President of Yardi Matrix, the data division of Yardi Systems, which is a US multifamily, student housing, office, medical office, industrial, retail, and self-storage asset information toolset for originating, underwriting, and asset managing commercial real estate investments.

Jeff’s LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/

“Calculating political risk” 2020 article:

https://www.afire.org/summit/calculating-political-risk/

Book recommendations:

“Big Debt Crises” and "The Changing World Order" by Author: https://www.principles.com/

“The End of the World is just the Beginning” by Peter Zeihan: https://zeihan.com/end-of-the-world/

“The Road to Serfdom” by Friedrich Hayek: https://www.amazon.com/dp/B0B5FT392J/ref=cm_sw_r_tw_dp_9RH95RJANZAYYKQARB5J

“Capitalism and Freedom” by Milton Friedman: https://www.amazon.com/Capitalism-Freedom-Anniversary-Milton-Friedman/dp/0226264211

Video recommendations:

“Jocko Willink: Discipline = Freedom”: https://youtu.be/eBmVv2P-v2s

“Simon Sinek: Why Leaders Eat Last”: https://youtu.be/ReRcHdeUG9Y

Disclaimer: This real estate podcast is for informational and educational purposes only, and does not imply suitability. The views and opinions expressed by the presenters are their own. The information is not intended as investment advice.

For any inquiries or comments, you can reach us as info@indepthrealestate.com.

In this episode, Paul speaks to Jeremy Roll about passive investing. They go in-depth about his path into real estate, diversification in passive investing, his preferred asset classes for predictability, and how to choose sponsors.

About our guest:

Jeremy is the President at the Roll Investment Group, where he leads efforts to seek passive / managed alternative investment opportunities in Real Estate. He is also a Co-Founder of For Investors By Investors (FIBI), a network of monthly public investor meetings that focuses on alternative investments, such as real estate, throughout Southern California and across multiple states. FIBI is the largest series of monthly public non-institutional real estate investor meetings in California, with 12 chapters and over 30,000 members.

Jeremy’s LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/

More about FIBI here: https://forinvestorsbyinvestors.com/

FIBI on Facebook: https://www.facebook.com/FIBISouthBay

FIBI on Twitter: https://twitter.com/fibisouthbay

Book recommendations:

"Rich Dad Poor Dad" and “Rich Dad's Cashflow Quadrant” by Robert T. Kiyosaki.

You can get them both at https://store.richdad.com/collections/books

Disclaimer: This real estate podcast is for informational and educational purposes only, and does not imply suitability. The views and opinions expressed by the presenters are their own. The information is not intended as investment advice.

For any inquiries or comments, you can reach us as info@indepthrealestate.com.