State of PassivePockets 2026: Survey & Initiatives

Attend the 2026 Summit Conference: It’s our “2026 State of PassivePockets.” Chris Lopez (now lead host, alongside co-hosts Jim Pfeifer and Paul Shannon) shares highlights from the 2025 member survey (96% accredited; 91% already LPs), explains why our Net Promoter Score jumped from -4 (2024) to 44 (2025), and unveils three big initiatives for 2026: (1) community-driven resources that go deep on due diligence—starting with debt funds; (2) using the community’s pooled volume to negotiate better investor terms; and (3) doubling down on what’s working—Sponsor Ratings & Reviews, LP Deal Reviews, the podcast, and a more active private forum. You’ll also hear what members fear most (losing capital), what they want most (steady cash flow), and which asset classes they’re targeting (multifamily and debt tied for ). Key Takeaways Who we are: 96% accredited; 91% already in syndications/funds NPS turnaround: from -4 (’24) ➜ 44 (’25); top positives—education, trust, community Biggest pain points: pricing clarity, forum engagement, and site navigation- on our roadmap What members fear most: capital loss (72%); what they want most: steady cash flow (~30%) 2026 focus : Debt investing: series of pods, forums, expert panels, and a living DD checklist 2026 focus : Better terms: leverage pooled community capital for lower mins / improved share classes 2026 focus : Do more of what works: more Sponsor Ratings & Reviews + LP Deal Reviews + member spotlights Asset allocation pulse: multifamily & debt tied for top interest; industrial, MHP, self-storage next Host update: Chris Lopez assumes lead-host role; Jim passes the torch and remains co-host with Paul Get involved: post sponsor reviews, join the forum threads, and help shape the checklists we’ll all use Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

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State of PassivePockets 2026: Survey & Initiatives is an episode from Passive Investing from Left Field by BiggerPockets.

This episode is 26:46 long.

This episode was published on Jan 27, 2026.

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