
Passive Real Estate Investing Advice from Experienced LP Investors
By Invest Clearly
Experienced LPs shared their most valuable lessons, drawn from years of investing across various asset classes and sponsor relationships.
Get the answer to the closeout questions of each podcast episode: “What do you think needs to die in passive investing?” The answers are wide-ranging, from misconceptions about risk, to misleading marketing tactics, to structural issues in how deals are presented.
August 20th, 2025
By Invest Clearly
Experienced LPs shared their most valuable lessons, drawn from years of investing across various asset classes and sponsor relationships.
By Lauren Brychell
Market volatility, rising interest rates, and unexpected shifts in asset performance have underscored the importance of thorough due diligence. For Limited Partners (LPs), the need to sharpen their evaluation strategies has never been greater. Whether assessing a new sponsor, evaluating a deal, or stress-testing an underwriting model, a refined due diligence approach can help mitigate risk and enhance returns.
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By Invest Clearly
Every real estate deal needs funding, which is why real estate syndication and private equity investments have become so widespread. However, where that money comes from and in what order it gets repaid isn't random. It's structured carefully, layer by layer, in what's known as the capital stack.
By Invest Clearly
Learn about cap rates, how they are used in commercial real estate, and how investors should consider them when evaluating passive real estate investments.
By Invest Clearly
Terra Padgett shares her approach to real estate investing. She reveals the framework she uses to manage a portfolio of over a dozen deals, moving from active single-family rentals to passive syndications.
By Invest Clearly
This article explores the role of social proof in evaluating real estate sponsors, the risks of relying solely on past returns, and the dangers of influencer marketing in investment decision-making.
By Invest Clearly
From his first $15K investments to losing capital in a failed fund, Justin opens up about the hard lessons, red flags, and winning strategies he's learned along the way.
By Invest Clearly
A real estate syndication is a common investment structure that pools capital from multiple investors to acquire and manage larger commercial real estate assets.
By Invest Clearly
TJ Burns, founder of Burns Capital and ex-Amazon engineer, joins the Invest Clearly Podcast to break down the real challenges of raising capital and building long-term LP trust.
By Adam Gower
For LPs navigating an increasingly complex private real estate landscape, understanding when institutional backing genuinely adds value - and when it merely adds cost - is vital to optimizing your allocation strategy and maximizing risk-adjusted returns.
By Invest Clearly
Brian Davis shares how Spark Rental's co-investing club vets deals, evaluates operators, and helps investors build passive income
By Invest Clearly
LP investor Leyla Kunimoto shares AI-powered due diligence strategies, conservative underwriting trends, and red flags to avoid in preferred equity deals. Plus insights on sponsor evaluation and cash flow investing.
By Invest Clearly
Watch The Invest Clearly Podcast episode featuring Will Matheson of Matheson Capital as they discuss how to earn investor trust while scaling investments.
By Leyla Kunimoto
Learn how to read a CRE proforma. Get started evaluating revenue, expenses, NOI growth, debt structure, and cap rates for informed LP investing.
By Litan Yahav
Special Purpose Vehicles (SPVs) have emerged as a powerful tool, offering LPs flexible access to curated investment opportunities with reduced barriers to entry. In this article, we explore how SPVs can be leveraged to maximize returns, streamline investment management, and create a diversified private equity portfolio.
By Adam Gower
Experienced LPs can find themselves overwhelmed by financial models, market analyses, and sponsor presentations, yet struggle to make confident investment choices. Despite access to unprecedented amounts of data, many report increasing uncertainty and decision fatigue when evaluating potential opportunities.
By Invest Clearly
Analysis of limited partner experiences in 2024 reveals that systematic operations and leadership quality are the primary differentiators in LP satisfaction. Top-rated investment partnerships demonstrate consistent patterns: structured communication systems, timely tax document delivery, and transparent expense reporting.
By Invest Clearly
In an analysis of limited partner reviews, a concerning pattern emerges in real estate sponsor-investor relationships: the notable disparity between pre and post-investment communication quality.
By Invest Clearly
The data implies that anonymity serves as a crucial mechanism for surfacing honest, critical feedback in an industry where individual investors might feel vulnerable about potential repercussions or future investment opportunities.
By Shane Pogue
Some of the biggest frauds and financial disasters have happened because investors skipped due diligence on a “friend of a friend.” It’s an easy trap to fall into, after all, if someone in your network vouches for an opportunity, why wouldn’t you trust them?