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Passive Income | 4 Funds To Look At As You Prep For Retirement From DLP Capital

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Manage episode 379384910 series 3462337
Content provided by Pascal Wagner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pascal Wagner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you an investor scratching your head over which deal to pick to earn more monthly passive, burdened by analysis paralysis or untimely jumps on investment opportunities?

You're not alone. Even the savviest investors can struggle with choosing the right fund for their portfolio. The key to breaking free from this cycle is understanding what a high-quality, recession-safe fund looks like.

That's precisely why I invited Bo Parfet, the Managing Principal and Head of Growth at DLP Capital, to the latest episode of the Grow Your Cashflow Podcast. We deep-dived into the world of workforce housing and how DLP Capital excels in generating monthly passive income in this recession-resistant sector.

🎯 In This Episode, You Will Learn:

  • The Power of Workforce Housing: Why this is an under-the-radar but potent area of investment that combines both social impact and robust ROI.
  • Monthly Passive Income: How DLP Capital structures its deals to provide consistent cash flow every month. This is a game-changer for anyone eyeing a worry-free retirement.
  • Key Due Diligence Factors: Bo outlines their rigorous screening criteria, which includes partnering with a Top 10 auditor and a strong track record, offering a layer of safety to your investment.
  • Exemplary Investor Relations: An inside look at DLP Capital's commitment to high-quality investor communication and comprehensive fund documentation.
  • Managing Risks: The protective power of diversification, especially in uncertain economic times.

🔗 Action Steps:

#lp #gp #shorts #investments #passiveincome #wealthbuilding #financialfreedom #personalfinancce #growyourcashflow #privateplacements

// About The Show:

========================

Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.

If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.

By listening to this show, you'll achieve your passive income goals faster by learning:

🚀 Proven strategies to secure monthly passive income.

💡 Expert insights from successful fund managers and investors.

🌐 How to access exclusive opportunities in private placements.

📈 Techniques to diversify across multiple asset classes for a robust portfolio.

💰 The well-guarded secrets of wealth accumulation used by the world's elite.

Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!

// About The Guests:

========================

Bo Parfet serves as the Managing Principal at DLP Capital, a St. Augustine, FL-based wealth management firm focusing on Real Estate Private Debt and Real Estate Private Equity. The firm aims to mitigate the Workforce Housing Crisis in the U.S., concentrating its rental units primarily in the Sunbelt region. With a robust track record of managing over $5 billion across 10 different funds, DLP Capital requires a minimum investment of $200,000 and has successfully taken at least one syndication/fund full circle.

Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.

// Links Related To This Episode:

========================

- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0

- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0

- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com

- Watch the show on YouTube: https://youtu.be/nR0XIds3Dtc

- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/

- Reach out to Bo Parfet on Linkedin: https://www.linkedin.com/in/boparfet/

- Learn more about DLP Capital: http://www.dlpcapital.com/

// Key Time Stamps & Topics

========================

Timestamps:

00:00 - Introduction of the Podcast.

01:27 - About Bo Parfet and gives an overview of DLP Capital and Bo's background.

02:32 - Bo shares his personal career journey, from undergraduate to JP Morgan and finally to DLP Capital.

06:22 - Bo discusses the effort required to maintain and manage wealth based on his personal experience.

07:01 - Pascal asks Bo about his previous student housing portfolio and its current status.

08:35 - Family office background and investment diversity

08:57 - Types of assets: Private equity, venture capital, crypto, debt, bonds

11:00 - Key screening criteria: Top 10 auditor, billion-dollar AUM, strong track record

11:45 - Importance of top 10 auditor

12:15 - Preferred size of AUM and track record

12:45 - Desire for high-quality investor communication and fund documentation

13:00 - DLP's strength in these areas

13:30 - DLP as an impact company focused on solving the workforce housing crisis

14:00 - DLP's unique position in the current market

15:52 - Shift from making a living to making a life through passive income and real estate investment.

16:15 - Importance of cash flow as a low-risk indicator.

16:45 - Money management as the modern-day survival skill.

18:00 - Top 10 auditors not being a bulletproof measure for safe investment.

18:45 - Role of diversification as the greatest defense in investment.

20:00 - Contributions of investors in DLP toward societal good.

20:45 - Case of an investor using distributions to finance grandchildren's education.

21:15 - Investors using income for charitable contributions.

23:00 - Overview of the Senior Secured Lending Fund.

26:55 - The subject of real estate investment lending.

27:00 - Bo describes the unique advantage of DLP as both a lender and real estate developer.

28:15 - Bo outlines loan-to-value and loan-to-cost ratios.

28:45 - Types of projects DLP is involved in: ...

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 379384910 series 3462337
Content provided by Pascal Wagner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pascal Wagner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you an investor scratching your head over which deal to pick to earn more monthly passive, burdened by analysis paralysis or untimely jumps on investment opportunities?

You're not alone. Even the savviest investors can struggle with choosing the right fund for their portfolio. The key to breaking free from this cycle is understanding what a high-quality, recession-safe fund looks like.

That's precisely why I invited Bo Parfet, the Managing Principal and Head of Growth at DLP Capital, to the latest episode of the Grow Your Cashflow Podcast. We deep-dived into the world of workforce housing and how DLP Capital excels in generating monthly passive income in this recession-resistant sector.

🎯 In This Episode, You Will Learn:

  • The Power of Workforce Housing: Why this is an under-the-radar but potent area of investment that combines both social impact and robust ROI.
  • Monthly Passive Income: How DLP Capital structures its deals to provide consistent cash flow every month. This is a game-changer for anyone eyeing a worry-free retirement.
  • Key Due Diligence Factors: Bo outlines their rigorous screening criteria, which includes partnering with a Top 10 auditor and a strong track record, offering a layer of safety to your investment.
  • Exemplary Investor Relations: An inside look at DLP Capital's commitment to high-quality investor communication and comprehensive fund documentation.
  • Managing Risks: The protective power of diversification, especially in uncertain economic times.

🔗 Action Steps:

#lp #gp #shorts #investments #passiveincome #wealthbuilding #financialfreedom #personalfinancce #growyourcashflow #privateplacements

// About The Show:

========================

Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.

If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.

By listening to this show, you'll achieve your passive income goals faster by learning:

🚀 Proven strategies to secure monthly passive income.

💡 Expert insights from successful fund managers and investors.

🌐 How to access exclusive opportunities in private placements.

📈 Techniques to diversify across multiple asset classes for a robust portfolio.

💰 The well-guarded secrets of wealth accumulation used by the world's elite.

Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!

// About The Guests:

========================

Bo Parfet serves as the Managing Principal at DLP Capital, a St. Augustine, FL-based wealth management firm focusing on Real Estate Private Debt and Real Estate Private Equity. The firm aims to mitigate the Workforce Housing Crisis in the U.S., concentrating its rental units primarily in the Sunbelt region. With a robust track record of managing over $5 billion across 10 different funds, DLP Capital requires a minimum investment of $200,000 and has successfully taken at least one syndication/fund full circle.

Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.

// Links Related To This Episode:

========================

- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0

- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0

- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com

- Watch the show on YouTube: https://youtu.be/nR0XIds3Dtc

- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/

- Reach out to Bo Parfet on Linkedin: https://www.linkedin.com/in/boparfet/

- Learn more about DLP Capital: http://www.dlpcapital.com/

// Key Time Stamps & Topics

========================

Timestamps:

00:00 - Introduction of the Podcast.

01:27 - About Bo Parfet and gives an overview of DLP Capital and Bo's background.

02:32 - Bo shares his personal career journey, from undergraduate to JP Morgan and finally to DLP Capital.

06:22 - Bo discusses the effort required to maintain and manage wealth based on his personal experience.

07:01 - Pascal asks Bo about his previous student housing portfolio and its current status.

08:35 - Family office background and investment diversity

08:57 - Types of assets: Private equity, venture capital, crypto, debt, bonds

11:00 - Key screening criteria: Top 10 auditor, billion-dollar AUM, strong track record

11:45 - Importance of top 10 auditor

12:15 - Preferred size of AUM and track record

12:45 - Desire for high-quality investor communication and fund documentation

13:00 - DLP's strength in these areas

13:30 - DLP as an impact company focused on solving the workforce housing crisis

14:00 - DLP's unique position in the current market

15:52 - Shift from making a living to making a life through passive income and real estate investment.

16:15 - Importance of cash flow as a low-risk indicator.

16:45 - Money management as the modern-day survival skill.

18:00 - Top 10 auditors not being a bulletproof measure for safe investment.

18:45 - Role of diversification as the greatest defense in investment.

20:00 - Contributions of investors in DLP toward societal good.

20:45 - Case of an investor using distributions to finance grandchildren's education.

21:15 - Investors using income for charitable contributions.

23:00 - Overview of the Senior Secured Lending Fund.

26:55 - The subject of real estate investment lending.

27:00 - Bo describes the unique advantage of DLP as both a lender and real estate developer.

28:15 - Bo outlines loan-to-value and loan-to-cost ratios.

28:45 - Types of projects DLP is involved in: ...

  continue reading

34 episodes

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