Jeremy Roll on Positive Leverage, Market Cycles, and Staying Defensive

After nearly 25 years as an LP, Jeremy Roll is 99% on the sidelines. He joins Chris Lopez to explain why he believes real estate still has more pain ahead, what would bring him back into the market, and why positive leverage remains his clearest measure of whether a deal is fairly priced.

Jeremy also shares the few asset classes he is watching, how he built a portfolio spanning more than 60 active LLCs, and the conservative standards that helped him avoid many of the problems now facing other investors. Plus, he explains why LPs should consider the economic cycle, read every operating agreement, and run background checks before committing capital.

Key takeaways:

• Why Jeremy is holding cash while continuing to review deals

• The opportunities he sees in mobile home parks and senior housing

• How positive leverage helps determine whether a deal is fairly priced

• Why he prefers long-term fixed-rate debt and lower leverage

• How LPs can diversify across deals, operators, markets, and asset classes

• The due diligence steps Jeremy believes too many investors skip

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