Rate Cuts and LP Accountability: Pulse Check

PassivePockets: The Passive Real Estate Investing Show

Chris Lopez is joined by co-hosts Jim Pfeifer and Paul Shannon for the September PassivePockets Pulse Check, our monthly roundup of what’s moving passive real estate, the shifts we’re making in our own portfolios, and what we expect next.

We unpack the Fed’s recent 25 bps cut (what actually changes for fixed vs. floating debt), why many LPs are rotating toward private credit, and the rules-of-thumb we’re using right now for debt funds, multifamily, and development. Paul opens the hood on a heavy value-add 22-unit (50% vacant) targeting an ~11% yield-on-cost in an ~8 cap market, while Jim and Chris break down current debt yields, LTV guardrails, and how to think about liquidity. We also debut the Tool Tip of the Month and have a candid conversation about LP accountability, fraud vs. operator error vs. market risk, and how to use community to get smarter.

Disclaimer

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