JF 3892: Market Cycles, Predictable Cash Flow, and Building a Durable LP Portfolio ft. Jeremy Roll episode artwork

EPISODE · May 1, 2025 · 1H 2M

JF 3892: Market Cycles, Predictable Cash Flow, and Building a Durable LP Portfolio ft. Jeremy Roll

from The Best Ever CRE Show · host Joe Fairless

On this episode of the Best Ever CRE Show, Pascal Wagner interviews Jeremy Roll, a full-time passive investor since 2002 with active investments in over 60 deals. They discuss how to strategically read market cycles, why Jeremy prioritizes predictability and cash flow over chasing high returns, and how his portfolio has evolved to favor asset classes like multifamily, mobile home parks, and senior living. Jeremy also shares his approach to cycle timing, his cautious stance since 2016, and specific tips for LPs to better vet sponsors and opportunities. This is a deep dive into patient, conservative investing and avoiding common LP pitfalls. Jeremy Roll -President - Based in: Newport Beach, California - Say hi to them at https://www.linkedin.com/in/jeremy-roll-655107 Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Best Ever CRE Show, Pascal Wagner interviews Jeremy Roll, a full-time passive investor since 2002 with active investments in over 60 deals. They discuss how to strategically read market cycles, why Jeremy prioritizes predictability and cash flow over chasing high returns, and how his portfolio has evolved to favor asset classes like multifamily, mobile home parks, and senior living. Jeremy also shares his approach to cycle timing, his cautious stance since 2016, and specific tips for LPs to better vet sponsors and opportunities. This is a deep dive into patient, conservative investing and avoiding common LP pitfalls. Jeremy Roll -President - Based in: Newport Beach, California - Say hi to them at https://www.linkedin.com/in/jeremy-roll-655107 Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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JF 3892: Market Cycles, Predictable Cash Flow, and Building a Durable LP Portfolio ft. Jeremy Roll

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This episode was published on May 1, 2025.

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On this episode of the Best Ever CRE Show, Pascal Wagner interviews Jeremy Roll, a full-time passive investor since 2002 with active investments in over 60 deals. They discuss how to strategically read market cycles, why Jeremy prioritizes...

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