Latest / PassivePockets: The Passive Real Estate Investing Show
J Scott’s 2026 Playbook: Inflation, Rates, and Where Real Estate Wins
Jim Pfeifer and Chris Lopez sit down with investor and author J Scott to recap 2025 and map out what LPs should be watching in 2026. J shares where the year defied expectations (supply, rates, and “real” distress), how he’s positioning for a higher-for-longer rate regime, and the simple filters he’s using to decide between equity and credit today. The conversation covers underwriting discipline, liquidity planning, and why needs-based real estate and inefficient small-multifamily niches may offer the best risk-adjusted plays right now—if you partner with true specialists.
Key Takeaways
2025…
The skinny
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