Invest Clearly

Discover quarterly insights of how LPs rate their experiences with GPs. Get data-driven questions to use when evaluating GPs.

A recapitalization is a restructuring of a property's capital stack (the mix of debt and equity that finances an investment). While they can be legitimate business strategies, transparency can be an issue.

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.

Experienced LPs shared their most valuable lessons, drawn from years of investing across various asset classes and sponsor relationships.

Kathleen Marcell shares her journey from traditional investing to exploring alternative investments. She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners.

Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency.

Litan Yahav, co-founder of Vizor, shares insights on the evolving landscape of investment strategies, particularly focusing on the cautious approach of Limited Partners (LPs) in today's market.

The Investor Experience Index provides a quarterly snapshot of how limited partners (LPs) rate their experiences with general partners (GPs). The data for this report is drawn exclusively from verified investor reviews published on Invest Clearly in Q2 2025.

Joe Guidi interviews James Keefe, Chief Commercial Officer of Bequest Asset Management. They discuss the evolution of Bequest, James's unique journey from acting to finance, and the importance of trust and communication in passive investing.

If the Equal Opportunity for All Investors Act of 2025 is enacted, the law would add a new knowledge-based path to accredited investor status. As a result, individuals who previously were excluded from private investments would have the option to gain access through a new SEC examination that would then be administered by a registered national securities association at no cost to applicants. 

Understanding what is accredited investors, how the federal securities laws and the SEC accredited investors definition works, and what it takes to meet the accredited investors requirements is essential if you want to move beyond traditional stocks and bonds and into private markets.

Dylan shares his journey as an investor, discussing his background, portfolio, and the lessons learned along the way. He emphasizes the importance of building relationships, evaluating sponsors, and conducting thorough due diligence.

Our analysis and evaluation of trends observed in verified investor reviews in Q2, 2025. Here’s what LPs can learn from the data and the questions to ask sponsors when evaluating deals.

Jeremy Dyer shares his journey from a successful technology sales career to becoming a prominent figure in passive real estate investing. He discusses the importance of building trust and transparency in capital raising, especially in the current market environment.

Pascal Wagner shares his journey from working in venture capital to managing family finances and investments. He discusses the importance of having a clear investment strategy, the challenges of evaluating deals, and the common mistakes that new passive investors make.

Angela Durham discusses the operations and investment strategies of New Haven Marinas, focusing on acquiring and consolidating marina properties. She highlights the unique aspects of marina investments, including the lifestyle appeal, the importance of investor education, and the specific underwriting risks associated with this niche market.

Pat Zingarella and Jeremy Roll discuss the current state of real estate investing, focusing on market trends, investment strategies, and the importance of macroeconomic factors.

Robby Butler of Y Street Capital discusses the intricacies of real estate development, emphasizing the importance of building trust with investors through education and transparency. He shares insights on the challenges of development, the balance between sales and education, and the role of AI in enhancing investor relations.

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.

Learn about cap rates, how they are used in commercial real estate, and how investors should consider them when evaluating passive real estate investments.

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.

Host Pat Zingarella sits down with Chris Reece, founder of MJ REIT, to explore how his decades of experience in institutional asset management led him to the cannabis real estate space. Chris breaks down MJ REIT’s unique, low-leverage strategy, their approach to risk, and how they’ve maintained over 33 months of consistent returns.

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.

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.

A real estate syndication is a common investment structure that pools capital from multiple investors to acquire and manage larger commercial real estate assets.

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.

Brian Davis shares how Spark Rental's co-investing club vets deals, evaluates operators, and helps investors build passive income

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.

Watch The Invest Clearly Podcast episode featuring Will Matheson of Matheson Capital as they discuss how to earn investor trust while scaling investments.

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.

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.

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.