Post-Summit Pulse Check: How Our Thesis Changed + What We’re Buying Next
About this episode
The episode discusses insights from the PassivePockets Summit, including investment strategies and portfolio updates from the hosts and guests.
This Episode The Pulse Check is back with the full crew. Chris Lopez, Jim Pfeifer, and Paul Shannon reconvene just days after the PassivePockets Summit to unpack what they learned, how their theses got challenged (sometimes in real time), and what they’re actually doing with their portfolios right now. They talk through why this conference hits differently: top-tier speakers in a small room where you can actually have real conversations and how those competing viewpoints are the whole point. From “sit in treasuries” caution to “this is the window to buy” optimism, the trio break down how to filter the noise, lean into uncertainty, and keep operator quality at the top of the decision stack. On the portfolio side: Jim shares his first two allocations of the year including a private credit interval fund and AAA Storage via the Open Tribe structure, while Paul discusses a new private money note, an industrial sidecar he’s watching, and a recent multifamily exit. Chris recaps a strong Q1 for “green shoots” across his equity positions (sales, contracts, and a complicated Denver lakefront development that’s finally moving toward resolution), plus why he’s still dollar-cost averaging…
People in this episode
Host: Jim Pfeifer
Guests: Chris Lopez, Paul Shannon
Topics covered
- PassivePockets Summit
- investment strategies
- portfolio management
- real estate investing
- AI in diligence
Keywords
- PassivePockets
- investment thesis
- portfolio allocation
- real estate
- AI diligence
- multifamily exit
- private credit
Mentioned in this episode
Organizations: PassivePockets, Open Tribe, AI
Places: Denver
More episodes of PassivePockets: The Passive Real Estate Investing Show
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- How Operators Win When Rent Growth Stalls: Gary Lipski's Playbook
- Is Multifamily Bottoming? 3 Signals to Watch + Tax Moves (Dwight Dunton)
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