Episode #96: Bullish or Bearish, with Jeremy Roll

We all have different investment styles, and we feel it’s important to learn about the motives behind various approaches. Our guest today certainly has a more bearish approach than our bullish take on things, and today, he talks us through his thought processing when it comes to committing to an investment. Jeremy Roll started investing in real estate in 2002, and in 2007, he left the corporate world to become a full-time passive cash flow investor. He is the President at Roll Investment Group, the co-founder of For Investors by Investors, and is an advisor for Realty Mogul. In this episode, Jeremy shares his greatest concerns, pertaining to the current multi-family market, and his data-driven approach to risk assessment. We find out why he is sitting on the fence when it comes to regular multi-family investments in the current climate, which opportunities he feels comfortable seizing, and when he might dive back into his principal field of interest (namely, multi-family). We discuss the effects of the impending increase in interest rates and inflation, as well as population migration and cap rate adjustments over time. Tune in to find out what will happen in the case of a recession, how to ensure you have enough padding if things go south, and so much more!Key Points From This Episode:Introducing Jeremy Roll and the work he does.How Jeremy became a passive cash flow investor.What he bases his biases on when it comes to asset classes and markets.What his greatest concerns are, pertaining to the current multi-family market.Why he predicts an increase in interest rates and what that means for multi-family investors.The true inflation percentage and the likelihood of rapid property devaluation.Why Jeremy is taking a bearish approach to investing in 2022.How rent prices in Arizona are being adjusted according to inflation.Why you should take population migration into consideration and analyze specific markets.The three tiers of opportunities Jeremy is comfortable with investing in at the moment.Why Jeremy invests in ATM machines.Where his interest truly lies in terms of asset classes.Under what conditions Jeremy will dive back into regularly investing in multi-family.Predictions of cap rate adjustments.What generally happens in the case of a recession.The effects of a lack of liquidity on the lending side.An example of how to ensure padding if things go south.Links Mentioned in Today’s Episode:Jeremy Roll on LinkedInJeremy Roll EmalFor Investors by InvestorsRealty MogulKen McElroyAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YoutubeGary Lipsky on LinkedInBest in ClassGarzella Group