Navigating today’s fixed income market is about more than timing—it’s about strategy. This week on the Basis Points podcast, Kevin Flanagan highlights the Bianco Research Fixed Income Total Return Index's recent re-positioning to neutral duration, underscoring how active management adapts to steepening yield curves and credit risks.

Basis Point: 1/100th of a percent

Bianco Research Fixed-Income Total Return Index: The Bianco Research Fixed Income Total Return Index seeks to outperform a comparable baseline neutral portfolio of fixed income securities.

Re-Positioning in an Active Core Strategy

In today’s fast-paced economy, staying ahead of the curve is essential—especially for investors seeking to maximize returns and build sustainable wealth. Whether you're a seasoned investor or just starting out, this episode will equip you with actionable insights to refine your strategy, minimize risk, and maximize returns!

In this episode, we’re thrilled to welcome Dan Rowley, a seasoned investor and partner at Spark Investment Group. After 31 years in corporate finance, Dan transitioned into full-time real estate investing and now focuses on strategies that yield higher returns while remaining entirely passive. From navigating shifting market trends to leveraging syndication opportunities, Dan has evolved his approach over the last 14 years to achieve remarkable success.


What You’ll Learn in This Episode:
📘 The critical importance of adapting your investment strategy in a rapidly evolving economy.
📘 How Dan pivoted from managing rental properties to syndication for better cash flow and less hassle.
📘 Key advantages of passive real estate investments over active property management.
📘 Why high-growth secondary markets are the sweet spot for long-term gains.
📘 Tips for vetting operators and finding strong syndication deals with sustainable returns.
📘 Insights on balancing risk with reward in a competitive real estate landscape.
📘 How to build meaningful partnerships to complement your skill set.
📘 Why ""quality over quantity"" is the mantra for successful investing.

In This Episode, You’ll Discover:
📒 Dan’s transition from corporate finance to real estate, and how his career shift has shaped his investment strategy.
📒 The key strategies Dan uses to stay ahead of market trends and make smarter investment decisions.
📒 The mindset and tools you need to successfully navigate both active and passive real estate investing.
📒 How to identify high-growth markets and adapt to changing economic conditions for long-term success.
📒 Practical insights into scaling your real estate portfolio through passive income opportunities.

Key Takeaways:
📗 Passive real estate syndication can yield higher returns with less effort compared to traditional rental properties.
📗 Building strong partnerships with experienced operators can fast-track your success in the industry.
📗 Adapting your strategy to market conditions is crucial for long-term profitability.
📗 Investing in high-growth secondary markets offers a blend of stability and opportunity.
📗 Focus on quality deals rather than accumulating assets for better risk management.


📢  JOIN US as we dive deep into Dan’s journey from traditional rental properties to becoming a general partner in real estate syndication. Learn how adapting to market conditions, focusing on high-growth secondary markets, and cultivating partnerships with top-tier operators have been pivotal to his success!


 @LiveOffRents  
Thrive in Real Estate's Blue Ocean:  Winning Strategies for Beating Intense Market Competition!
Brian Davis with Dan Rowley"

Thrive in Real Estate's Blue Ocean:  Winning Strategies for Beating Intense Market Competition!

In this episode, Bronson Hill shares a simple framework to help passive investors vet real estate sponsors before committing capital. From assessing the market and sponsor to asking the right questions—like “What’s the biggest risk in this project?”—you’ll learn how to spot integrity, experience, and conservative underwriting. If you want to protect your capital and invest with confidence, this conversation is a must-listen.

EP386 How to Vet a Syndicator with Bronson Hill

Helping anyone invest in the U.S. real estate market from anywhere!

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

You don't need to be rich to invest in real estate. And you don't need to become a landlord either. In quick 5-20 minute bites, learn how to invest small amounts in passive real estate investments such as syndications, notes, and funds. We also cover how to buy properties actively if you do want to invest in real estate as a side hustle. With enough passive income, you reach financial independence — and your day job becomes optional.

New tracks tagged ##PassiveInvesting