Episode 31: Jeremy Roll – A Seasoned Passive Income Investor

Jeremy is a real estate investor he left the corporate sector in 2007. That is when he moved out of the stock markets and into cash flow investments. Back then it wasn’t easy to find opportunities in real estate since most investments were private. To help investors, he co-founded FIBI (For Investors By Investors) a non-profit organization to network with like-minded investors. Since 2007, they have grown and now have several chapters throughout Southern California. Their core foundation is not in selling anything but simply focusing on educating in various aspects of real estate.

He studies the markets and keeps up to date on economic data. He feels that there will be decent GDP growth in the first two quarters of the year but that this may taper off toward the end of the year. The second half of the year may result in profits going back into corporations pockets and optimism may wane. The US Treasury yield curve may flatten before the next recession. However, the amount of stimulus may have distorted the market.

He prefers to invest in commercial real estate like mobile home parks and self-storage. Both of these are immune from economic downturns. He is concerned that we are at or near peak prices across multiple asset classes. For that reason, he has encouraged his investors to get out of riskier assets. He likes predictable cash flow and is happy to stay in cash and wait for better opportunities. If you are investing today, you need to be very careful knowing that a downturn is likely around the corner.

Recent tax changes have changed a lot of what you can expense. This now includes things like meals and transportation although the net result appears beneficial. It’s essential to get educated in taxes and learn how to structure your assets to be able to avoid taxes. They discuss some strategies that could work to reduce taxes.

Talking Points From This Week’s Episode
• Recent tax changes provide new opportunities.
• Markets are near all-time highs large risk of a downturn.
• You should be very choosy and caution ins this market.
• Crowdfunding is a great tool which you can use to learn from the industry.

About Our Guest
Jeremy has been an active real estate and business investor for over 15 years who left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across over $500 Million worth of real estate and business assets. As President of Roll Investment Group, Jeremy manages a group of over 1,000 investors in the US and Canada who seek passive/managed investments in real estate and businesses.

Jeremy co-founded FIBI (For Investors By Investors), a non-profit organization, in 2007 with the goal of networking with, learning from, and helping other investors. FIBI is now the largest group of public investor meetings in California, with 12 monthly chapters and over 23,000 members.

Jeremy is originally from Montreal, is a licensed California Real Estate Broker (for investing purposes only), has an MBA from The Wharton School, and is an Advisor for Realty Mogul, an online crowdfunding marketplace for real estate investors to invest in managed real estate opportunities. 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.

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