Dan Handford: Debt Funds, Reg A Access, And Lessons From 80+ Lp Deals | Bigger Pockets Video

Episode #236

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From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of mind.

Key Takeaways:
🞄 LP lens: transparency, steady updates, and tackling problems head on
🞄 Allocation: prioritize consistency over stretch returns, diversify across operators and asset types
🞄 Where he is leaning: private debt funds with liquidity and a coming Reg A option for smaller checks
🞄 Risk lessons: floating rate vs fixed rate, large reserves, when a capital call protects value
🞄 Outlook: bid ask spread, lender pressure, and a likely uptick in distress over the next year

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 with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that 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 of the 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.

00:00 Intro & Guest
01:45 Tax-Driven Shift
04:07 PassiveInvesting Launch
07:25 Operator Behavior
09:19 Portfolio Allocation
12:40 Debt Fund Focus
16:48 Reg A Basics
20:25 Risk Across Assets
23:23 Unlocking Equity Deals
25:32 Capital Calls Trend
29:52 Distress Outlook
34:29 Operator Red Flags
39:09 Fixed vs Floating
41:55 Investor Communication
44:01 Connect with Dan
45:04 Outro & CTA