Latest / PassivePockets: The Passive Real Estate Investing Show
The Capital Stack Is Cracking: Eric Sussman on What LPs Need to Know
What do experienced real estate investors do when deals don’t pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior.
Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how inflation data, rate policy, and lending trends are impacting both sponsors and investors and why…
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