40. Back to Basics with Twenty Questions and Dan Bartholomew

Passive Investing from Left Field

Dan Bartholomew is a financial advisor and a beginning passive investor. He invested in his first two deals with a group using Tribevest. He has been listening to the podcast and making a list of questions and agreed to be a guest on the show to get his questions answered – in order to help us all become better investors!

Questions asked and answered in this episode:

· What is the difference between Cost Segregation and Bonus Depreciation? What is Depreciation Recapture?

· What is a Real Estate Professional (REP) and what are the benefits of being an REP?

· What is Cash on Cash return and IRR? For ATM’s, Cash on Cash return is greater than IRR in the proforma – why?

· What is Forced Appreciation? Is it different from Forced Equity?

· What is velocity of money as it relates to passive investing. How can you get your capital returned and still own the asset?

· What is a cap rate and why is it important?

· When you are new to passive investing and you don't know how to digest all the information a sponsor sends for a deal, what should you focus on?

· How do you know if a deal is geared towards cash flow, appreciation or tax advantages? Is it possible to get all 3 in one deal?

· What is Economic Vacancy?

· What is the Capital Stack?

· What is Preferred Return (Pref)?

· What is the difference between Class A and Class B shares?

· Why would a company like Walgreens or Dollar Tree choose a triple net lease arrangement?

· What is Break-Even Occupancy?

· What is an acceptable GP/LP split?

· What is the Equity Multiplier?

· Is there one deal or one mistake that you made that changed the way you invest?

Podcasts he recommends:

Tim Ferris

Jocko Podcast

Passive Investing from Left Field

If you would like to contact Jim Pfeifer, you can email him at [e-mail] or if you would like to find out more about Left Field Investors go to www.leftfieldinvestors.com.

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