What podcasts say about Jim Dahle

Every statement, with the speaker, the exact quote and the moment it was said.

What Jim Dahle has said on podcasts

16 statements · 9 positive · 6 negative · 1 neutral

on Private investmentsNegativeNov 3, 2026· The Long View
Private investments can lose their entire value.
“These investments can and do go to zero.”
Listen at 14:42
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Private investmentsPositiveNov 3, 2026· The Long View
Private investments may offer one-to-three percentage points of extra return for accepting illiquidity.
“if you can get an extra one or two or three percent return because you're willing to have your money tied up for a year or three”
Listen at 15:24
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Private investmentsNegativeNov 3, 2026· The Long View
Private investments are unnecessary for financial independence and a successful retirement.
“You do not have to invest in private investments to become financially independent and have a wonderful retirement.”
Listen at 17:32
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Private investmentsPositiveNov 3, 2026· The Long View
Eligible investors may find suitable opportunities in private investments.
“you may find something in there that makes sense for you.”
Listen at 17:44
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on First-position real estate lendersPositiveNov 3, 2026· The Long View
First-position lenders take the least investment risk in real estate capital structures.
“the lender in first position and that is the person taking the least amount of risk in the investment”
Listen at 19:04
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Real estate debt investingPositiveNov 3, 2026· The Long View
Real estate investors can reduce risk by investing as lenders.
“You can invest on the debt side. You can be the lender in essence.”
Listen at 19:20
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Real estate debt investmentsPositiveNov 3, 2026· The Long View
Successful real estate debt investments may return approximately 8% or 9%.
“You're only going to get whatever, 8% or 9% returns if it does really well.”
Listen at 19:29
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Leveraged real estate investmentNegativeNov 3, 2026· The Long View
The cited leveraged real estate investment caused equity investors to lose 100% of invested capital.
“all the equity investors were cleaned out. They had 100% loss of their investment.”
Listen at 19:53
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Mezzanine debt and preferred equityPositiveNov 3, 2026· The Long View
Mezzanine debt and preferred equity investors recovered principal and interest in the cited investment.
“the mezzanine debt, the preferred equity, they got all their cash back as well as their interest.”
Listen at 19:59
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Primary real estate debt investorPositiveNov 3, 2026· The Long View
The primary debt investor recovered principal and owed interest in the cited investment.
“the debt investor, got all their money back. and all the interest they were due.”
Listen at 20:07
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Real estate debt investingNegativeNov 3, 2026· The Long View
Debt investing is tax-inefficient because returns are generally taxed as ordinary income.
“it's not a very tax efficient investment”
Listen at 20:30
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Real estate debt returnsNegativeNov 3, 2026· The Long View
Real estate debt returns are generally distributed annually and taxed at ordinary income rates.
“pretty much your entire return is being paid out to you every year and you're paying taxes on it at ordinary income tax rates.”
Listen at 20:33
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Debt investment returnsNegativeNov 3, 2026· The Long View
High tax brackets can substantially reduce returns from debt investments.
“if you're already in a high tax bracket, that can eat up a pretty significant portion of your return.”
Listen at 21:01
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on private creditPositiveNov 3, 2026· The Long View
Tax-efficient private-credit investing should occur inside a retirement account.
“you need to do it inside something like a retirement account, like a self-directed IRA or self-directed solo 401k or something like that.”
Listen at 21:22
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Private real estate debtNeutralNov 3, 2026· The Long View
Private real estate debt should be treated as a separate asset class, not a stock or bond substitute.
“this isn't a bond replacement. This isn't a stock replacement. It's something else. It's another asset class.”
Listen at 22:37
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?
on Dahle's childrenPositiveNov 3, 2026· The Long View
Dahle's children understand index funds and buy-and-hold investing before leaving home.
“By the time my kids leave home, they know about index funds. They know about buy and hold philosophies.”
Listen at 38:13
Open the episode · Jim Dahle: Is Avoiding Taxes Costing You Money?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.