2025 Market Outlook and Investing Wisdom feat. Paul Shannon
In episode 8 of the AAA Storage Podcast, we explore the 2025 market outlook and dive into the world of passive real estate investing with special guest, Paul Shannon. Shannon, an accomplished real estate expert and co-host of the Passive Pockets podcast, shares his insights on the evolving landscape of passive investments and commercial real estate. Join hosts Brandon Giella and Paul Bennett as they discuss the challenges and opportunities in today's economic climate, offering listeners an in-depth understanding of real estate market trends and investment strategies.
Key Highlights
• Paul Shannon discusses his journey from active operator to passive investor, emphasizing diversification across asset classes, including self-storage and industrial assets.
• Insight into the growth of the private equity market, driven by the participation of high-net-worth individuals in alternative investments.
• Discussion on the importance of selecting trustworthy sponsors and operators when pursuing passive investments.
• Exploration of the current macroeconomic environment and its impact on real estate investments.
• Analysis of supply, demand, and the role of interest rates in shaping current investment opportunities.
• Advice on the significance of joining investment communities for networking and informed decision-making.
Quotes
• "A bad operator can mess up a good deal, but a great operator can turn a bad deal into an okay one." – Paul Shannon
• "Investing in real estate is about the collateral—you're looking for control and consistency." – Paul Shannon
• "Real estate market moves like a Ferris wheel, not like a roller coaster." – Paul Shannon
Resources
• Passive Pockets Community and Podcast: https://passivepockets.com/
• Market analysis by Jay Parsons, economist specializing in rental housing
• Capital markets updates by James Eng from Old Capital
• Economic insights from Greg Willett at RealPage
• General market trends and sentiment on MarketWatch: https://www.marketwatch.com/
• Investwise Collective Fund: Exploring fund-of-funds opportunities for diversified real estate investments.
Key Highlights
• Paul Shannon discusses his journey from active operator to passive investor, emphasizing diversification across asset classes, including self-storage and industrial assets.
• Insight into the growth of the private equity market, driven by the participation of high-net-worth individuals in alternative investments.
• Discussion on the importance of selecting trustworthy sponsors and operators when pursuing passive investments.
• Exploration of the current macroeconomic environment and its impact on real estate investments.
• Analysis of supply, demand, and the role of interest rates in shaping current investment opportunities.
• Advice on the significance of joining investment communities for networking and informed decision-making.
Quotes
• "A bad operator can mess up a good deal, but a great operator can turn a bad deal into an okay one." – Paul Shannon
• "Investing in real estate is about the collateral—you're looking for control and consistency." – Paul Shannon
• "Real estate market moves like a Ferris wheel, not like a roller coaster." – Paul Shannon
Resources
• Passive Pockets Community and Podcast: https://passivepockets.com/
• Market analysis by Jay Parsons, economist specializing in rental housing
• Capital markets updates by James Eng from Old Capital
• Economic insights from Greg Willett at RealPage
• General market trends and sentiment on MarketWatch: https://www.marketwatch.com/
• Investwise Collective Fund: Exploring fund-of-funds opportunities for diversified real estate investments.
Creators and Guests
