In this episode, we have a very insight conversation on wealth-building and preservation with financial expert Whitney Elkins-Hutten. She shares invaluable tips and strategies honed from over 20 years of private investing, consulting, and leading companies.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode, we have a fascinating conversation with Seth Bradley who is the Chief Legal Officer at TribeVest. We dive deep into the insights from someone who's seen both sides of the investment world - from passive strategies to active capital raising. We also discuss the red and yellow flags in legal documents, the skills required for syndications, and much more.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks, benefits, tax advantages, and future trends.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investing. In this episode, we continue our discussion with special guest Anton Mattli, CEO of PEAK Financing, exploring strategies like bridge financing and loan assumptions. Discover key underwriting factors for assessing risk, understanding sponsor strength, and ensuring financial stability.
Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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We discuss the latest insights on the Fed's rate sentiment and its impact on the market. Are investors prepared for potential rate changes? Tune in as we break down market reactions and investor strategies.
Wall Street Journal Articles
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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How can you seize the unique opportunity in private credit investing? Dive into our latest episode, Part 1 of our Private Credit Masterclass! Join us as we demystify this opportunity with special guest Anton Mattli, CEO of PEAK Financing. In this Masterclass, you'll learn about what Private Credit is and why it exists, gain insights into understanding the capital stack to reduce the risk of capital loss, discover why this opportunity will persist for many years, and much more.
Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discover the importance of corporate transparency with attorneys Garrett and Ted Sutton of Corporate Direct, Inc. Unpack the implications of the Corporate Transparency Act, a game-changer for over 30 million U.S. entities, including LLCs. Don't miss this essential episode for LLC owners and managers!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Learn about what happened to the $700B of commercial real estate loans that were set to mature last year, and what it means for the CRE market in 2024.
Globe Street Article - https://www.globest.com/2024/02/20/about-multifamilys-tightening-performance-between-top-bottom-markets/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted rollover conversion for IRA and 401k investors.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Originally published September 30, 2021.
Curious about investing in real estate without the headaches? Discover how passive real estate investment opens doors to hassle-free opportunities. Let's explore the wide world of passive real estate investing together!
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Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan from Preston Capital as they uncover the intricacies of this asset class, including how to underwrite and identify key risks.
Connect with Anne Buchanan on LinkedIn https://www.linkedin.com/in/annebuchanan121/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions.
Wall Street Journal article - https://www.wsj.com/finance/investing/investors-fed-interest-rates-a842073c
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, learn about the myriad options available in investment programs across the world, including insights on the EB-5 program for accessing the U.S.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash.
Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objective, an investment banking valuation firm with more than 25 years of experience in investment banking and business valuation. We discuss his journey, how entrepreneurs can identify the real value of their businesses and much more.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth.
Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are All Using https://www.cashprofitpower.com/optin
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making allocations to this asset class.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Josh Ziegelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more.
Connect with Josh Ziegelbaum on LinkedIn https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
Email Josh Ziegelbaum investor.relations@circuitcity.com
Learn more about Circuit City https://invest.circuitcity.com/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights.
79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79
91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91
89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1 https://www.thebillionairepodcast.com/89
90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2 https://www.thebillionairepodcast.com/90
134. Advanced Tax Saving Strategies feat. Keystone CPA https://www.thebillionairepodcast.com/134
133. Overview of Real Estate & Economic Updates feat. John Chang https://www.thebillionairepodcast.com/133
65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver https://www.thebillionairepodcast.com/65
95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald https://www.thebillionairepodcast.com/95
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt https://www.thebillionairepodcast.com/131
106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons https://www.thebillionairepodcast.com/106
Suggest a guest, topic, or simply ask anything https://www.thebillionairepodcast.com/p/ask-anything/
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Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.
Download the Free eBook
“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax
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In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve's interest rate movements and the evolution of real estate over the past 18 months.
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Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a successful entrepreneur don’t translate to being a good investor, how to think about legacy planning, and the role alternative investments play in your portfolio.
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Originally published September 23, 2021.
This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Will the capital call you’re participating in safeguard your capital or be throwing good money after bad? Learn about the key things to look for before deciding if a capital call is a worthwhile pursuit.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discussing the Fed's impact on real estate. We explore rate decisions, market shifts, and future optimism.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Mat is a wealth lawyer who has advised thousands of entrepreneurs including professional athletes, actors, Grammy award winning artists, and investors. As a best-selling author and expert on the field, he shares his approach to IRA investing strategies and how to access untapped potential.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discussing the behind the scenes of China's economic landscape and what it represents for the global economy.
Sources | Wall Street Journal articles
https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4
Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-webinar
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Oil prices recently dropped and analysts are trying to figure out what’s going on. In this episode, Bob and Ben Fraser dive into the factors at play. And address the questions if this is a temporary decline, or something more substantial. Join us as we discuss this week's oil market swings.
ZeroHedge article - https://www.zerohedge.com/markets/whats-behind-sudden-plunge-oil-prices-goldmans-trading-desk-explains
Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-webinar
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Litan Yahav is a tech entrepreneur and co-founder of Vyzer, a secure and automated platform that tracks your entire investment portfolio, tailor-made for investors. Discover his insights on risk, passive vs. active investing, and the birth of his innovative company.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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All from inflation to labor shortages, we've been on the pulse for two years. We discuss the latest on rising wages, navigating inflation in real estate investing, and reshoring manufacturing.
Sources | Wall Street Journal articles
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Discover how to leverage secondary markets for alternative investment strategies. We sat down with Brian King of LODAS Markets as he walked us through how they’re creating liquidity in a historically illiquid market and why secondary offerings can be attractive for investors.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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What's causing the Multifamily Funding Gap, and how can you navigate it? Join us to understand the impact of property value fluctuations and the steps needed to close the financial divide in the world of multifamily real estate.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Curious about how alternative credit can reshape the financial landscape? Join us for a riveting conversation with Eva Shang, CEO of Legalist, as we explore this intriguing world.
Connect with Eva Shang on LinkedIn https://www.linkedin.com/in/eshang/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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What does the 4.9% GDP growth mean to the US economy, and to you as an investor? -Here are our thoughts on the consumer spending trend as a driving force behind economic health and the potential of the retail sector.
Listen to Episode 114. 7 Investable Megatrends for the Next Decade https://www.thebillionairepodcast.com/114-7-investable-megatrends-for-the-next-decade/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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An exclusive look into the world of wealth management for individuals with net worth ranging from 100 million to a billion dollars, offering insights on asset allocation, liquidity management, and achieving the delicate balance between risk and reward. Paul brings these complex strategies down to a level accessible for those not yet at the 100 million-dollar mark, demonstrating how anyone can invest like the ultra rich.
Connect with Paul Karger on LinkedIn https://www.linkedin.com/in/paulkarger/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast as they react to recent events regarding the Middle Eastern conflict. They discuss the current political dynamics in the Middle East and how that may impact both the supply and demand of oil. Tune in to hear their unique perspectives.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser for an insightful discussion with Kelly Ann Winget, Founder of Alternative Wealth Partners. With a career dedicated to alternative investing, Kelly, a fifth-generation member of an oil family, provides insights from her diverse expertise in private equity, venture investing, and Opportunity Zones. She shares her experiences working with family offices and offers a unique perspective on everyday millionaires.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Originally published September 30, 2021.
This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the Invest Like A Billionaire podcast as they share updated research on 7 Investable Megatrends for the Next Decade. These are emerging trends that will create the economic landscape over the next decade and beyond. Since the last time we presented this information, our research has been remarkably accurate, cutting through market noise. In this episode, they present fresh, updated data on these megatrends, designed to help investors make better, more calculated decisions about their investment strategy.
Download the Slides - https://www.investwithaspen.com/megatrends-webinar-slides
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast, where they discuss takeaways from Bob’s recent participation in a panel with other economists. They explore the current state of the real estate market, where it’s headed, and where the opportunities are. They talk about where the panelists agree and where they differ. Tune in to here insights from multiple perspectives today's real estate landscape.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Matt Burk, Founder and CEO of Fairway America and Verivest. We're thrilled to have Matt on the show, a seasoned real estate executive, Chief Investment Officer, and fund manager with over 22 years of experience. Matt has managed 11 different real estate funds throughout his career. In this episode, we delve into Matt's background in the industry and explore the fascinating evolution of the real estate syndication space. Matt shares valuable insights gained over the past two decades, offering our listeners a unique perspective on real estate investing.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they explore a topic that's currently front and center in the minds of consumers everywhere – surging oil prices. Bob share insights that he recently told a WSJ reporter. They discuss the current supply crisis, address long-term demand, and how the transition to alternative energy sources will impact it. Additionally, they address some of the political ramifications of fossil fuels. Tune in now to hear their thoughts.
Oilprice.com Article - https://oilprice.com/Energy/Crude-Oil/IEA-Faces-Backlash-Over-Bold-2030-Oil-Demand-Forecast.html
The Washington Free Beacon Article - https://freebeacon.com/energy/john-kerry-rebukes-oil-companies-for-increasing-production-the-president-has-been-pressing-them-for-months-to-do-just-that/
ZeroHedge Article - https://www.zerohedge.com/markets/goldman-ceo-solomon-embraces-support-fossil-fuel-companies
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode, host Ben Fraser is joined by Dr. Christopher Loo, founder, CEO and host of Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD podcast. Dr. Loo shares his inspiring journey from being an MD to achieving financial freedom through real estate investing. We delve into his personal story, exploring how he transitioned from a medical career to early retirement and financial independence through strategic investments. Dr. Loo provides insights into his current investment portfolio, identifies potential opportunities, and sheds light on the mindsets that have propelled him to his current success. Tune in to be inspired by Dr. Christopher Loo's path to financial freedom.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Street Journal article titled "The Job-Market Boom Is Over. Here’s Why and What It Means", Ben and Bob provide their unique perspectives, offering insights that challenge the notion of the end of a labor shortage. Don't miss this thought-provoking and informative discussion that connects current headlines to broader economic themes.
Wall Street Journal Article - https://www.wsj.com/economy/jobs/the-job-market-boom-is-over-heres-why-and-what-it-means-5f3e498f
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode, host Ben Fraser is joined by Leif Hartwig, founder of Wealth VP. Leif created a platform catering to larger family offices, facilitating their investments in venture capital and early-stage seed opportunities. He shares his top three criteria for investment success, backed by an AI with an impressive 80% predictability score. Leif also discusses the hidden power of SaaS companies, comparing their value to other business models, including real estate. Whether you're an angel investor or interested in venture capital, this episode offers invaluable insights for navigating today's dynamic market. Tune in to empower your financial journey!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast. In this episode, Bob and Ben explore the recent surge in oil prices, with Brent and crude oil hitting $90 per barrel. They unpack the factors driving this surge, including recent OPEC cuts, Chinese demand, and new supply. Whether you're an investor or just curious about these developments, this episode offers valuable insights into the complexities of the energy market, helping you stay informed and prepared for what's ahead. Don't miss out on this enlightening discussion about the "why" behind the recent oil price surge and its broader implications.
Wall Street Journal Article - https://www.wsj.com/economy/august-cpi-report-inflation-slowdown-85936a0a
Oilprice.com Article - https://oilprice.com/Energy/Oil-Prices/Goldman-Claims-Oil-Prices-Could-Hit-107-If-OPEC-Extends-Cuts-Next-Year.html
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In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Jay Parsons, the SVP, Chief Economist & Head of Industry Principals at Real Page, a leading data analytics firm specializing in rental housing. This conversation is a must-listen for anyone involved in multifamily or single-family rentals or those considering venturing into these asset classes. Jay dives deep into the complexities of the real estate market, unraveling supply and demand dynamics, rent growth deceleration, and the driving forces behind these shifts. He also explores consumer demand, the current supply crunch, and offers a forward-looking perspective on housing market trends over the next two to three years, touching on capital markets and even making a bold prediction regarding CPI. Discover which markets and asset classes are outperforming the rest, with a comprehensive breakdown that's sure to leave you well-informed. Despite its extended duration, this power-packed interview promises invaluable insights, so be sure to tune in, and if you're enjoying the podcast, help us share this wealth of knowledge with a broader audience.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they delve into a recent Marcus & Millichap article on retail real estate. This thought-provoking report raises vital questions about the hottest asset class in real estate: “why are there so few deals happening?” In this episode, our hosts dissect the key insights from the report, offering a deep dive into the intricacies of the retail industry's current landscape. Tune in to gain valuable insights.
Marcus & Millichap Article - https://www.globest.com/2023/08/31/if-retail-is-flourishing-why-are-there-no-large-deals/
FRED Retail Sales: Retail Trade and Food Services - https://fred.stlouisfed.org/series/MRTSSM44X72USS
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Dr. Shannon Irvine, a distinguished expert with a PhD in neuro psychology, Business and Mindset High Performance Coach of Epic Success, and host of Epic Success Podcast, to explore the captivating world of brain science and its impact on investing and business success. Dr. Irvine's expertise in unraveling the intricacies of limiting beliefs and harnessing the power of neuroscience offers listeners invaluable insights and a clear path to overcoming obstacles, making this episode a must-listen for anyone striving to reach their full potential in building their wealth or their businesses.
FREE 3-DAY CHALLENGE: The Unleashed Entrepreneur - https://click.drshannonirvine.com/ue-social-split
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast, as they talk about a recent article on “Wall Street Is Ready to Scoop Up Commercial Real Estate on the Cheap.” In this episode, Bob and Ben discuss insights on why billions of dollars are being raised to be ready to purchase distressed CRE deals. Hear why they are still bullish on several sectors of real estate. Tune in now.
Wall Street Journal Article - https://www.wsj.com/articles/wall-street-is-ready-to-scoop-up-commercial-real-estateon-the-cheap-6edac64f
New York Magazine Article - https://nymag.com/intelligencer/2023/08/rent-growth-is-slowing-where-housing-got-built.html
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In this episode, co-hosts Bob Fraser and Ben Fraser are joined by guest Ryan Smith, the co-founder of Elevation Capital. Ryan share insights from his decades of investment expertise. Focusing on self storage and mobile home parks, he shares insights gained through navigating multiple economic cycles. Ryan offers valuable perspectives on strategic investing at various stages of the economic cycle, coupled with his take on the current macro environment, including interest rates, inflation, and recession concerns.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they dissect the recent news that US consumer credit card debt has crossed a monumental $1 trillion milestone. In this thought-provoking episode, Bob and Ben offer their unique perspective on why the seemingly alarming figure might not warrant the panic it suggests. While the $1 trillion debt is undeniably significant, Bob and Ben shed light on the underlying factors shaping this trend and explore whether it truly spells impending financial doom. Axios News Article - https://www.axios.com/2023/08/07/credit-card-debt-1trillion
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In this episode, host Ben Fraser is joined by special guest Dr. Adam Gower, founder of GowerCrowd and author of the book "The Reality of Distressed Real Estate.” With wit and wisdom, Dr. Gower discusses the origins of crowdfunding, its transformative impact, and potential pitfalls. Join us as we explore his perspectives on navigating market downturns, his recent insights on crowdfunding mishaps, and his bold predictions about distressed commercial real estate.
Get Dr. Gower's latest book "The Reality of Distressed Real Estate" - https://learn.gowercrowd.com/the-reality/
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join co-hosts Bob Fraser and Ben Fraser as they dive deep into China's economy, addressing a phenomenon that has taken experts by surprise — deflation. This episode delves into the unexpected aftermath of China's strict COVID lockdowns, revealing a sluggish economy with deflationary concerns. Delving into the factors contributing to China's unanticipated economic challenges, they provide listeners with a deeper understanding of its global repercussions. Mexico Gains Increased Share of US Imports Chart - https://22710149.fs1.hubspotusercontent-na1.net/hubfs/22710149/Mexico%20Gains%20Increated%20Share%20of%20US%20Imports.png
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join host Ben Fraser in this riveting episode as he sits down with Kirk Chisholm, Principal of Innovative Advisory Group and host of the Money Tree Investing podcast. Discover Kirk's journey from brokerage houses to pioneering self-directed IRAs and alternative strategies. Hear about his client success stories, the unique investments you can make within your IRA, and Kirk’s insights into the broader economy.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast, as they talk about a recent Wall Street Journal article on “The Hottest Real-Estate Play Is in Your Neighborhood.” In this episode, Bob and Ben unveil insights from the article and why investors need to pay attention to this asset class. This little understood asset class is starting to gain the attention of more investors. Tune in to hear why.
The Wall Street Journal Article https://www.wsj.com/articles/the-hottest-real-estate-play-is-in-your-neighborhood-7e8ff991
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast, as they talk about crowdfunding. Unpacking the recent Wall Street Journal article, "Missing Millions and a Rabbinical Arbitrator: Real-Estate Deal Gone Bad Hits Popular Crowd Funder," they walk through shocking events that have recently come to light on one of the largest real estate crowdfunding platforms. You’ll find out what happened, their personal experiences with this company, and how mis-aligned incentives can create ticking-time bombs. At the end of the conversation, Ben and Bob give you the primary things you need to ask during due diligence and how to spot red flags early on.
The Wall Street Journal Article https://www.wsj.com/articles/missing-millions-and-a-rabbinical-arbitrator-real-estate-deal-gone-bad-hits-popular-crowd-funder-3555314f
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode of the Invest Like A Billionaire podcast, join co-hosts Jim Maffuccio and Ben Fraser as they sit down with returning guest Justin Donald, author of The Lifestyle Investor. Justin has been named the “Investment World’s New Warren Buffett”. Explore Justin's remarkable journey from business owner to lifestyle investor, gaining invaluable insights into low-risk investments, time management, and achieving financial freedom. Justin breaks down his own personal investment portfolio, how he creates “invisible deals”, and where he is currently allocating funds. Tune in to hear Justin Donald's expert advice.
Connect with Justin Donald on LinkedIn https://www.linkedin.com/in/justinwdonald/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this episode of the Invest Like A Billionaire podcast, join your host, Ben Fraser, as interviews Steve Coughran, founder of Coltivar and Boosting Your Financial IQ. Steve was formerly a CFO of several venture backed businesses and mastered the art of scaling with a financial edge. He now takes the things he learned and applies them in his consulting practice helping business owners maximize value, as well as with individuals through his Boosting Your Financial IQ brand. Learn the strategic secrets used by successful entrepreneurs & investors to build thriving businesses and achieve remarkable results.
Connect with Steve Coughran on LinkedIn https://www.linkedin.com/in/stevecoughran/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, host Ben Fraser is joined by special guest Jon Ostenson, CEO of FranBridge Consulting and best-selling author of 'Non-Food Franchising.' Join us as Jon delves into the world of franchising and discusses the pros and cons of franchise ownership. He shares the types of businesses that perform best in a franchise model, the possibility of owning a franchise as a semi-passive owner, and how you can invest completely passively in franchising. Tune in now on your favorite podcast platform for this insightful conversation on building wealth through franchising.
Receive a free copy of Jon's book 'Non-Food Franchising' and/or sign up for a free franchise consultation at franbridgeconsulting.com
Connect with Jon Ostenson on LinkedIn https://www.linkedin.com/in/jonostenson/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, host Ben Fraser interviews Andy Hagans for our Passive Investor Spotlight series. Andy Hagans is founder of WealthChannel and host of "The Alternative Investment Podcast". Hear Andy’s fascinating story and his journey as a serial entrepreneur to successfully exiting multiple businesses, and to his quest to understand alternative investments. You’re not going to want to miss this episode!
WealthChannel https://wealthchannel.com/
Connect with Andy Hagans on LinkedIn https://www.linkedin.com/in/andyhagans
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.
Dew Wealth Management https://www.dewwealth.com/
Connect with Jim Dew on LinkedIn https://www.linkedin.com/in/jim-dew-0ab03a5/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 2 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. They dive further into the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due diligence on these investments, and where he is finding the biggest opportunities right now.
Learn more about Mohajir Energy Advisors https://mohajir.com/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 1 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. Together, they explore the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due diligence on these investments, and where he is finding the biggest opportunities right now.
Learn more about Mohajir Energy Advisors https://mohajir.com/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
In this episode, co-hosts Bob Fraser and Ben Fraser bring on guest, Brian Adams, the Founder of Excelsior Capital. Brian shares his contrarian opinions and thesis on asset classes including traditional office, medical office, and flex industrial. Additionally, drawing from his firsthand experiences, Brian shares his observations from being exposed to his wife's family office and how it influenced his understanding of wealth creation. The interview is packed with hidden gems and secrets of growing your net worth that you won't want to miss. Let's dive right into this captivating discussion!
Connect with Brian Adams on LinkedIn https://www.linkedin.com/in/brian-c-adams/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode of the Invest Like a Billionaire podcast, co-hosts Bob Fraser and Ben Fraser delve into the recent headlines about a large apartment syndication foreclosure. Bob and Ben analyze the story and share their insights on what went wrong and discuss some of the red flags. Additionally, they explore whether this is an isolated event or a broader issue in the real estate market. Lastly, they discuss how to evaluate capital calls and whether or not to participate. With lots of practical analysis and thoughts, you don’t want to miss this episode.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join hosts Bob Fraser and Ben Fraser as they explore the dynamics and significance of gold as an investment, and specifically as a hedge against inflation. Many pundits argue gold is the ultimate hedge against loose monetary policy. In this episode, Bob and Ben look at the historical relationship between gold and inflation and the role of gold in an investment portfolio.
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode of the Invest Like A Billionaire, host Ben Fraser welcomes Nelson Chu, the Founder and CEO of Percent, to share his insights into the unique world of private credit. Nelson delves into the current state of credit markets, exploring the implications of potential down cycles and credit tightening. Listeners can expect to gain valuable insights into asset-based lending and the advantages of private credit. Join us for this episode as we gain valuable insights into private credit.
Connect with Nelson Chu on LinkedIn https://www.linkedin.com/in/nelson-chu/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join co-hosts Bob Fraser and Ben Fraser as they delve into an insightful discussion on "The Fate of the US Dollar," a thought-provoking episode that explores the current state and potential future of the United States' currency. Drawing on their expertise in economics and finance, they analyze the factors influencing the US dollar's position in the global economy and shed light on its potential implications.
Download Bob's slides - https://aspenfunds.us/wp-content/uploads/2023/05/The-Fate-of-the-US-Dollar.pdf
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help you navigate the ever-changing tax landscape. He also provides practical tips and strategies to help you minimize your tax liability and keep more of your money. Whether you're a small business owner, high-net-worth individual, or anyone looking to reduce your tax burden and keep more of your hard-earned money, this podcast is for you. Tune in and take control of your finances today.
Connect with Steve Moskowitz on LinkedIn https://www.linkedin.com/in/stephenmoskowitz/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
In this episode, co-hosts Bob Fraser and Ben Fraser sit down with Joey Mure, partner and co-founder of Wealth Without Wall Street, to discuss investing strategies beyond Wall Street. Joey shares his insights on how investors can break away from the traditional investments offered by Wall Street and explore alternative assets. Joey discuss practical tips for identifying the right investment opportunities, managing risks, and determining your Investor DNA. Whether you're a seasoned investor or just getting started, this podcast will help you think outside the box and discover new investment opportunities beyond Wall Street.
Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
In this episode, Tory Reiss, the CEO and co-founder of Equi, joins co-hosts Bob Fraser and Ben Fraser to discuss how their proprietary technology is selecting the best hedge funds to invest in. And how they’re building an investment platform to make hedge fund investing more accessible to retail investors. Tune in to hear why our guest believes hedge funds are poised to do well in this current market.
Download Tory's slides https://www.investwithaspen.com/hubfs/Equi%20ILAB%20Slides.pdf
Connect with Tory Reiss on LinkedIn https://www.linkedin.com/in/toryreiss/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, we talk with Dr. Chau Ong, a 7-figure Airbnb Freedom Coach and expert in short-term rentals. Dr. Ong shares insights and strategies for achieving financial freedom through short-term rentals, specifically the corporate housing sector. Most investors assume short-term rentals are only for vacation rentals, but Dr. Ong shares the pros and cons of each type. He also discusses the future of the short-term rental industry. Whether you're new to short-term rentals or a pro, this episode offers valuable advice for achieving financial freedom.
Connect with Dr. Chau Ong on LinkedIn https://www.linkedin.com/in/drchaubnb/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, Jim Maffuccio and Ben Fraser are joined by guest Craig Wear, a Certified Financial Planner™ with 32+ years of experience and the author of two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets, to discuss maximizing retirement savings and avoiding hidden tax traps in 401k and IRA accounts. Craig shares expert advice on minimizing taxes and avoiding penalties associated with RMDs, early withdrawals, and investment options. Tune in for practical tips on optimizing retirement savings and minimizing tax liability, whether you're just starting out or looking to optimize existing accounts.
Download “Roth Conversion Secrets” for free https://info.craigwear.com/ILAB
Connect with Craig Wear on LinkedIn https://www.linkedin.com/in/craigwear/
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, co-hosts Bob Fraser and Ben Fraser sit down with returning guest, Shifra Ansonoff, the Global Head of Customer Experience at Preqin, to discuss the latest global trends and developments in private equity, venture capital, real estate and other alternatives. She shares her insights on emerging and niche asset classes, such as infrastructure investing and private debt, and the global trends driving growth in these areas. Whether you're a seasoned investor or new to the field, this episode is a must-listen for anyone interested in staying up-to-date on the latest trends and developments in the world of alternatives.
Watch on YouTube https://youtu.be/2pfi2J_1iZc
Download The Best Insights in Alternatives by Prequin https://go.preqin.com/invest-like-a-billionaire-preqin
Connect with Shifra Ansonoff on LinkedIn https://www.linkedin.com/in/shifra-ansonoff-274ab46/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In today's episode, we sit down with Tad Fallows, the founder of Long Angle, a community for high net worth and ultra-high net worth investors. Tad shares his inspiring journey from selling his business and coming into significant wealth to creating a supportive network for investors. We delve into the community's strategies across various asset classes, from real estate to private equity, venture, hedge funds, and more. Tune in to discover the current opportunities his community is exploring and learn how you too can navigate the complex world of investing. Don't miss this insightful conversation!
View the Long Angle Portfolio Allocation Benchmarking Study https://www.longangle.com/benchmarking22
Connect with Tad Fallows on LinkedIn https://www.linkedin.com/in/fallows/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
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Tune in as Jim Maffuccio and Ben Fraser interview Johnny Wolff, the CEO and Founder of HomeRoom. They delve into the co-living movement - why more tenants are choosing to live with roommates, and how landlords are able to generate better income on single-family properties. Learn more about this trend impacts real estate investors.
Connect with Johnny Wolff on LinkedIn https://www.linkedin.com/in/johnnywolff/ or johnny@livehomeroom.com
Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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This episode is part 2 from Bob Fraser and Ben Fraser's presentation "Top Money-Making Investments for 2023: Economic Megatrends for Investors". Find out how you can leverage global demographics, energy, inflation, and interest rates to maximize your oil & gas, commercial real estate, and housing investment portfolios in 2023.
Download the Slides https://www.investwithaspen.com/hubfs/March%202023%20Webinar%20-%20Top%20Money%20Making%20Trends.pdf
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join co-hosts Bob Fraser and Ben Fraser as they break down the factors that led to Silicon Valley Bank's collapse and analyze the potential ripple effects on the market. You'll learn the answers to these top of mind questions - How did Silicon Valley Bank get taken over by the FDIC within 48 hours? Is this a broader issue in banking? Is this the beginning of a contagion? What are the bigger implications?
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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This episode is part 1 from Bob Fraser and Ben Fraser's presentation "Top Money-Making Investments for 2023: Economic Megatrends for Investors". They provide valuable insights including the evolution of stimulus packages, the impact on inflation, quantitative easing, consumer health, and if we're headed into recession. Make sure that you know these megatrends before you invest, so that you can maximize your portfolio in 2023.
Download the Slides https://www.investwithaspen.com/hubfs/March%202023%20Webinar%20-%20Top%20Money%20Making%20Trends.pdf
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Join co-hosts Bob Fraser and Ben Fraser in their insightful conversation with Dr. Chris Kuehl, a reputable economist and founder of a corporate intelligence business based in Kansas City. In this episode, they delve into a range of pressing economic issues that impact both businesses and individuals globally. With a focus on inflation, recession, interest rate forecasts, energy pricing, job market trends, and the increasingly popular trend of manufacturing reshoring, this podcast offers a thought-provoking discussion that is relevant to anyone looking to stay ahead of the curve in today's fast-paced economy.
Connect with Dr. Chris Kuehl on LinkedIn https://www.linkedin.com/in/chris-kuehl-61449b
Subscribe to Dr. Chris Kuehl's Newsletter "The Flagship Report" chris.kuehl@armadaci.com
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this episode, co-hosts Bob Fraser and Ben Fraser sit down with wholesaling expert Josiah Grimes to discuss the ins and outs of wholesaling. For those getting started on their wealth building journey or wanting a more active investing approach, wholesaling can be a great way get into real estate without the hassle of being a landlord or owning property. If you’re interested in this topic, this episode is packed with actionable tips and strategies for success.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/wholesaling-getting-started-in-real-estate-with-minimal-capital-feat-josiah-grimes/
Connect with Josiah Grimes on LinkedIn https://www.linkedin.com/in/josiahgrimes/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Tune in to this episode (PLUS a webinar announcement) as co-hosts, Bob Fraser and Ben Fraser, dig into the data and talk about recession risks, inflation, historical stimulus, unemployment, interest rates. What does the stimulus and consumer confidence have to do with recession? Find out in this Top of Mind episode.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/top-of-mind-are-we-heading-into-recession/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Traditional Venture Capital investing historically has focused on software-driven technology, leaving a gap for hardware-driven companies. In this week's episode, co-hosts Bob Fraser and Ben Fraser interview Robert Cote who shares his unique approach to venture capital by monetizing intellectual property. Robert is a foremost IP lawyer who discusses the ins and outs of this unique approach to venture investing. Tune in now!
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/a-unique-take-on-venture-investing-feat-robert-cote/
Connect with Robert on LinkedIn - https://www.linkedin.com/in/therealrobertcote/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Have you ever received the legal documents for a syndication and been unsure of what to look for? The legal documents are a foundational component of syndications, but understanding them and being able to spot red flags are critical skills. In this week’s episode, co-hosts Bob and Ben Fraser are joined by Dugan Kelley, a top SEC Attorney, who has overseen $5B worth of transactions. Watch this week’s episode to learn how to read and understand the legal docs and especially the red flags to watch out for.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/spotting-red-flags-in-syndication-documents-feat-dugan-kelley/
Connect with Dugan on LinkedIn - https://www.linkedin.com/in/dugan-kelley-0019b435/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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With a massive shortage of homes, the United States faces a housing affordability crisis. In this week’s episode, co-hosts Bob and Ben Fraser are joined by Mark Khuri, the Co-Founder of SMK Capital Management to discuss how his firm is addressing this issue. Mark shares his expertise on investing in mobile home parks as well as using public/private partnerships to create more affordable multifamily housing.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/addressing-the-housing-affordability-crisis-feat-mark-khuri/
Connect with Mark on LinkedIn - https://www.linkedin.com/in/mark-khuri-7543821/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join Ben Fraser and guest host Ben Brundage as they explore the journey of a passive investor, Eric Barnett. Hear his story of how he was able to build an active real estate portfolio while still working a full-time W2. And hear about how he has shifted his investing from primarily active rentals to passive syndications. Eric shares how he finds the deals he invests in, what he looks for in a sponsor, and how his investments have performed. You don’t want to miss this in-depth interview with this successful passive investor.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/passive-investor-spotlight-7-active-to-passive-real-estate-investing
Connect with Eric on LinkedIn - https://www.linkedin.com/in/eric-r-barnett-4675b430/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Every investor knows there are amazing tax benefits to directly owning real estate. And one of those tools to amplify the benefits is cost segregation. In this week's episode, co-hosts Ben Fraser & Jim Maffuccio talk with cost segregation expert Erik Oliver to learn about how these tax benefits impact passive investors. They also explore the "lazy man's" 1031 exchanges, what changes are happening in 2023 with bonus depreciation, and what asset classes provide the best tax sheltering. Don’t miss this episode!
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/real-estate-tax-shelters-for-passive-investors-feat-erik-oliver/
Connect with Erik Oliver on Linkedin - https://www.linkedin.com/in/erik-oliver-b800657/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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How do family offices invest differently than the average investor? And what concepts can you apply to your own investing strategy? This week, join Bob and Ben Fraser in their conversation with Josh McCallen, CEO of Accountable Equity. As someone who has made the remarkable transition from blue-collar work to investing in resort properties & operating companies, Josh shares a different approach to investing and highlights the benefits of investing like a family office with a long-term horizon. Tune into this episode now.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/investing-like-a-family-office--feat-josh-mccallen/
Josh McCallen is a nationally recognized capital syndicator, hospitality investor, turnaround specialist, conference speaker, innovator, builder & developer with a track record for the development of exceptional resort properties and growing world-class operational teams. As Melanie's husband, Josh is grateful for 25+ years of marriage and 10 wonderful children.
Connect with Josh McCallen on Linkedin - https://www.linkedin.com/in/joshmccallen/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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If you’ve listened to our other podcasts on retail real estate, you probably don’t believe that retail is dead, despite what the media headlines purport. In this week's episode, Bob Fraser and Ben Fraser interview returning guest, Parker Webb, of FTW Investments. They revisit the retail real estate sector and discuss what’s been happening in today’s market, if the positive trends are continuing and ultimately, how these types of assets may perform if our economy goes into recession.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/revisiting-neighborhood-retail-real-estate--feat-parker-webb
Connect with Parker on LinkedIn - https://www.linkedin.com/in/parker-webb-ftw/
Learn more about FTW Investments- https://ftwinvestmentsllc.com/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Investing in art offers a dynamic way to diversify and grow your wealth. Don't miss this week's episode of Bob Fraser & Ben Fraser, where they explore the world of art investments with Masterworks' Chief Investment Officer, Allen Sukholitsky! Allen talks about democratizing art investment and why he believes it has zero correlation to any other asset classes. He also discussed how historical performances of impact the value they play in portfolios, syndicating pieces of art for an even greater return potential. Tune-in now for valuable insights from one of the leading voices in modern investment strategies!
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/investing-in-art-feat-allen-sukholitsky/
Connect with Allen on LinkedIn - https://www.linkedin.com/services/page/0000543078b25bb247/
Learn more about Masterworks - https://www.masterworks.com/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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In this passive investor spotlight segment, we talk with successful passive investors about their experiences with private alternative investments. Join Ben Fraser and guest host Ben Brundage as they interview passive investor Josh Haslem. He shares his story from owning a pest control company and going through a successful exit. With this liquidity event, his goal was to turn his cash into cash flow and becoming a successful passive investor. Tune in to hear more about how he started his investing journey with the Invest Like a Billionaire podcast and how he was able to turn cash into passive income and get it well diversified into different asset classes.
Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription - https://aspenfunds.us/podcast/passive-investor-spotlight-6-getting-started-in-passive-real-estate-investing---feat-josh-haslem/
Connect with Josh on Linkedin - https://www.linkedin.com/in/josh-haslem-64b80419/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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This week's episode is the second and final part of the economic panel with Bob Fraser and data-driven economist known as the "Mad Scientist of Multifamily, Neil Bawa. at a virtual event for passive investors hosted by the Best Ever Conference. This panel was moderated by Ben Lapidus, co-founder of the Best Ever Conference and CFO of Spartan Investment Group.
Tune in as Bob and Neil provide insight into industrial real estate as well as its relationship with current market trends in residential investment. They also share their thoughts on the continued use of bridge financing, and the cost of interest rate caps, and discuss whether capitalism can survive as a primary structure if we do not have global population growth.
Read the full transcription https://aspenfunds.us/podcast/economic-panel-w-neal-bawa-best-ever-conference---part-2/
Best Ever Conference is the conference where serious commercial real estate investors gather to learn, network, and invest. It will be hosted at the Hyatt Regency in Salt Lake City from March 8-10, 2023.
Register by November 30 to get the best rate by using our exclusive 15% coupon! Coupon valid until November 30 - $INVEST$ Register - https://www.besteverconference.com/
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that, “We can only manage what we can measure”. His second mantra is that, “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors.
Connect with Neal on Linkedin - https://www.linkedin.com/in/neal-bawa/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Bob Fraser spoke at a virtual event for passive investors hosted by the Best Ever Conference as part of the economic panel with Neal Bawa. Neal is a data-driven economist and has claimed the title "Mad Scientist of Multifamily." This panel was moderated by Ben Lapidus, co-founder of the Best Ever Conference and CFO of Spartan Investment Group.
Listen in to this week's episode to hear part 1 of Bob and Neal discuss where the economy is headed, how interest rates impact real estate, where cap rates are going and what to expect as we enter 2023.
Read the full transcription https://aspenfunds.us/podcast/economic-panel-w-neal-bawa-best-ever-conference---part-1/
Best Ever Conference is the conference where serious commercial real estate investors gather to learn, network, and invest. It will be hosted at the Hyatt Regency in Salt Lake City from March 8-10, 2023.
Register by November 30 to get the best rate by using our exclusive 15% coupon!
Coupon valid until November 30 - $INVEST$
Register - https://www.besteverconference.com/
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that, “We can only manage what we can measure”. His second mantra is that, “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors.
Connect with Neal on Linkedin - https://www.linkedin.com/in/neal-bawa/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds.
https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals.
https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode.
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Finding good opportunities in real estate can be challenging, especially now. In this episode, co-hosts Bob Fraser and Ben Fraser interview a top Midwest industrial real estate broker, Brent Peterson, about why he believes now is a great time to allocate capital to industrial real estate. Brent highlights several trends supporting a second boom in industrial real estate. Be sure to tune in!
Read the full transcription https://aspenfunds.us/podcast/finding-opportunities-in-industrial-real-estate-feat-brent-peterson/
Connect with Brent on Linkedin - https://www.linkedin.com/in/brent-peterson-6944a510/
Learn more about AREA Real Estate Advisors - https://openarea.com/team/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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What's the best way to start investing in real estate? For many investors, turnkey rentals seem to be a great place to start. However, with home prices appreciating, does this strategy still make sense? In this episode, co-hosts Ben Fraser and Jim Maffuccio interview Ali Boone of Hipster Investments. Ali gives great insights into the turnkey rental industry and shared her experiences in turnkey rental over the last decade, and where she is still finding good opportunities.
Get instant access to your free copy of Ali Boone's "NOT Your-How To Guide to Real Estate Investing". https://www.hipsterinvestments.com/billionaire
Read the full transcription https://aspenfunds.us/podcast/top-of-mind-interest-rates-recession-and-finding-opportunities/
Connect with Ali on Linkedin - https://www.linkedin.com/in/ali-boone/
Learn more about Hipster Investment - https://www.hipsterinvestments.com/about/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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With interest rates rising and recession looming, successfully navigating bumpy waters can be challenging. But, the best opportunities always occur when the economic landscape is shifting. In this episode of the Top of Mind series, co-hosts Bob Fraser and Ben Fraser talk about many of the questions on investors’ minds. They discuss whether or not we'll have a recession, how the Fed may respond to continued inflation, and the best places to invest your money.
Read the full transcription https://aspenfunds.us/podcast/top-of-mind-interest-rates-recession-and-finding-opportunities/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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For decades, multifamily properties have been a popular investment choice for both small and large investors. Recently, we've been talking about several trends happening in the sector and how interest rates & the debt markets are causing disruption. However, if you know where to look, there are still incredible opportunities in multifamily. In this episode, co-hosts Bob Fraser and Ben Fraser interviewed Jorge Abreu, CEO of Elevate Commercial Investment Group, a multifamily operator with over 6,000 units, and shared personal experiences with multifamily investing, how his investment approach has evolved, and where he is discovering opportunities.
Read the full transcription https://aspenfunds.us/podcast/navigating-the-debt-markets-to-find-opportunities-in-multifamily---feat-jorge-abreu/
Connect with Jorge on Linkedin: https://www.linkedin.com/in/jorgelabreu/
Learn more about Elevate: https://www.linkedin.com/company/elevate-cig/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Multifamily real estate has been an incredible investment for the past decade, but with interest rates rising, many investors are asking if it’s still a good place to invest. In this episode, Bob Fraser and Ben Fraser talk about several macro-trends in multi-family apartments. Tune in as they delve into relevant data from economic outcomes as well as statistics on these properties as they give a thorough understanding of what's happening within these markets right now!
Read the full transcription https://aspenfunds.us/podcast/is-multifamily-still-a-good-investment/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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“Give like a Billionaire.” Many times when you are so focused on growing our wealth, it’s easy to lose sight of your “why”. And for many, that “why” is to leave a legacy. In this episode, Bob Fraser and Ben Fraser bring on Evan Lange, President of the Midwest region at The Signatry, to discuss giving strategies used by Warren Buffet, donor-advised funds, giving assets versus cash, tax benefits, and much more. If you want to learn how to strategically create a legacy roadmap, you don’t want to miss this episode.
Evan serves as the President of the Midwest Region for The Signatry, a global Christian foundation. As President, his primary role is to assist attorneys, advisors, and business owners to develop strategies and solutions to minimize their tax liability and maximize their charitable giving. This includes charitable gifts of complex assets like real estate, closely-held business interest and intellectual property. Evan is a frequent speaker at conferences and legal/tax educational programs throughout the United States. He and his wife, Farah, have three children and reside in the Greater Kansas City area.
Read the full transcription https://aspenfunds.us/podcast/warren-buffetts-giving-strategies---feat-evan-lange
Connect with Evan - https://www.linkedin.com/in/evanlange/
Learn more about The Signatry - https://www.linkedin.com/company/the-signatry/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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The past few years have completely upended the global supply chain. This, along with many other factors, is causing more and more companies to bring manufacturing back to America. But is this a short-term trend, or a fundamental shift in manufacturing? In this episode, Bob Fraser and Ben Fraser take a look at some of the factors that are driving businesses to repatriate their production and offer insights on why America is once again becoming a viable place to manufacture goods. They also explore the key benefits and opportunities and discuss how investors can take advantage of the growing trend.
Download Bob Fraser's Slides - https://aspenfunds.us/wp-content/uploads/2022/09/Aspen-Funds-Macroeconomic-Trends.pptx.pdf
Read the full transcription - https://aspenfunds.us/podcast/top-of-mind-series-why-are-us-companies-bringing-manufacturing-back-to-america-part-1/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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We are so excited to announce that the Invest Like A Billionaire podcast is celebrating its first anniversary! Thank you all for tuning in over the past 12 months. We couldn't have done this without each and every one of our generous listeners. In honor of this milestone, we're looking back at some of our favorite moments from the past year. We've had the pleasure of interviewing some of the biggest names in the world of investing, and along the way, we've learned a lot. We've gained a better understanding of the investing process and how to navigate the financial markets.
On top of these, we have an exciting announcement about our podcast's new website! https://www.thebillionairepodcast.com/
We're excited to continue this journey in the coming year and beyond. We have some big plans for the future of Invest Like a Billionaire, and we can't wait to share them with you. Thank you for being part of our journey – we can't wait to see what the next year has in store!
Sign up for the Future Billionaires' Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter
Read the full transcription: https://aspenfunds.us/podcast/top-episodes-from-our-first-year--coming-soon/
Here are the top episodes mentioned:
01. How the Wealthy Invest & the Alternative Investment Continuum
03. Intro To Venture Capital & Private Equity Investing
05. Hedge Fund Investments & When They Make Sense
06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache
08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman
11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright
12. How Billionaires Pay Less In Taxes Than Average Americans
15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire
18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day
25. 2022 Housing Market Forecast w/ Nikolas Scoolis
28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy
30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott
35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?
36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb
43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser
46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle
49. Investing in Sports Teams feat. Justin Papadakis
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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We dig even deeper into the world of venture capital, exploring how the landscape is changing, whether to invest directly in companies or through funds and even starting your own fund. This week co-hosts Ben Fraser and Bob Fraser talked with Joel Palathinkal, founder and director of Sutton Capital - an educational community connecting fund managers, with investors and portfolio companies. From his unique vantage point of running this community, Joel shares his knowledge about what it takes to run a successful fund, strategies for investing in venture capital, and how building a community is at the center of it all.
Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter
Read the full transcription. https://aspenfunds.us/podcast/how-to-vet-venture-capital-funds---feat-joel-palathinkal/
Dr. Joel Palathinkal is an active investor and entrepreneur affiliated with a global network of Single Family Offices, High Net Worth Investors, Endowments, and Venture Capitalists. He's the CEO of Sutton Capital and an LP / Mentor to both emerging and institutional investment managers. Sutton Capital invests in opportunities focused on Fintech, Real Estate, B2B SaaS, Deep Tech, Space Exploration, Impact Investing, Cleantech, & Climate Change. Early in Joel’s career, he ran technology product innovation in Fintech, Artificial Intelligence, & for the Dept. of Defense. He completed his Ph.D. in Modeling & Simulation while he was building flight simulators for the NAVY & DOD.
Connect with Joel on LinkedIn – https://www.linkedin.com/in/joelpalathinkal/
Learn more about Sutton Capital – https://suttoncapital.co/
Joel was referred by fellow venture capital investor Ron Shigeta! Check out his episode here: https://aspenfunds.us/podcast/investing-in-biotech-from-scientist-to-venture-capital-investor-feat-ron-shigeta/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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One of the favorite investments of billionaires are sports teams. The sports industry can be very lucrative, but largely out of reach for individual investors. In this week's episode, COO & Chief Real Estate Officer of the United Soccer League Justin Papadakis, joins co-hosts Ben Fraser and Jim Maffucio for an interesting discussion about his experience building this growing soccer league, how they create grassroots interest in new sports teams, and the over 40 stadium projects in their pipeline. Listen in to hear about their approach to this elusive asset class!
Read the full transcription https://aspenfunds.us/podcast/sports-investing-in-sports-teams-feat-justin-papadakis/
Connect with Justin on LinkedIn - https://www.linkedin.com/in/justin-papadakis-9b466522/
Learn more about USL - https://www.uslsoccer.com/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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We are excited for this week’s episode, as we dive further into the world of venture capital. Co-hosts Bob Fraser and Ben Fraser interviewed Ron Shigeta, a venture capitalist in biotechnology for food. Ron is a Ph.D. turned investor and runs a very successful startup accelerator. They talk about his experiences, how investing in biotech works, and the strategies he used in investing. So if you want an approachable take on venture capital, this episode is for you!
Ron Shigeta PhD bio - https://www.iaccelerate.tech/bio
Connect with Ron on LinkedIn - https://www.linkedin.com/in/startupminute/
Learn more about iAccelerate - https://www.iaccelerate.tech/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn more about Aspen Funds - https://www.aspenfunds.us
Join the Investor Club for Early Deal Access - https://www.aspenfunds.us/investorclub
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Read transcription and show notes - https://aspenfunds.us/podcast/investing-in-biotech-from-scientist-to-venture-capital-investor---feat-ron-shigeta/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
In this episode, co-hosts Bob Fraser and Ben Fraser discuss with Ryan Gibson the opportunities his firm is finding in self-storage. They discuss the recent impact of rising interest rates, recession fears, and how they were recently able to increase lease rates across their portfolio by 25%.
They also spend time discussing the upcoming Spartan Investor Summit, an in-person event in Lake Tahoe. This no-pitch event will help you make new connections with other successful investors and hear from top experts in a variety of areas. The topics range from macro-economics with Bob Fraser, paying less taxes with Toby Mathis, asset protection with Clint Koons, positioning your business for a successful exit with Ron LaPointe, and many others. This event will also leave plenty of time for some epic adventures with a balanced educational & recreational agenda. Enjoy group activities and perks like mountain biking, boating, yoga, and hiking.
There has been a lot of interest in moving to 2023. Sign up to be the first to be notified about the Investor Summit - https://aspenfunds.us/investorsummit
Ryan Gibson is the Chief Investment Officer and the Co-Founder of Spartan Investment Group. He has organized over $150M of private equity for Spartan’s projects. Ryan has experience managing the development of Spartan Investment Group’s projects in challenging markets.
For Spartan Investment Group, Ryan is responsible for investor relations and capital raises for projects. Ryan is also a highly experienced commercial airline pilot. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising.
Learn more about Spartan Investment Group - https://spartan-investors.com/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn more about Aspen Funds - https://www.aspenfunds.us
Join the Investor Club for Early Deal Access - https://www.aspenfunds.us/investorclub
Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com
Read transcription and show notes - https://aspenfunds.us/podcast/upcoming-investor-summit--investing-in-storage---feat-ryan-gibson/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
There has been recent turbulence in the oil & gas market. In past episodes, we’ve analyzed the current environment. In this episode, we brought in an oil & gas expert to discuss the long-term supply and demand imbalance, the bumpy transition to green energy, and how geopolitical issues will rewrite the global supply. Join in as Bob Fraser and Ben Fraser interview energy analyst Robin Winkle of Glenloch Energy to hear about the future of the energy industry.
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Read transcription and show notes - https://aspenfunds.us/podcast/oil-038-gas-economics-what-the-future-holds-feat-robin-winkle/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
The financial world is changing, and with it comes a lot of uncertainty for investors. But one thing that won't change? The need to maintain your wealth through diversification. In this week's episode, Ben Fraser and Bob Fraser together with Kathy Fettke from RealWealth discuss the potential for damage in the real estate market as a result of inflation and rising interest rates, as well as the importance of diversification when it comes to investing in real estate. Whether you're a novice investor or a seasoned pro, this episode is sure to provide valuable insights.
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Read transcription and show notes - https://aspenfunds.us/podcast/finding-opportunities-in-residential-real-estate---feat-kathy-fettke/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
With the steady rise in energy prices, the oil and gas industry has even more profitable opportunities for investors. In this episode, you'll hear from Bob Fraser and Ben Fraser as they visit with Grant Norwood, President of Norwood Energy Corp, about the current state of the industry, where it's headed, and demystifying real-world investment examples. You'll understand improvement strategies that are similar to real estate and be more informed when it comes down to investing in the oil and gas industry.
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Read transcription and show notes - https://aspenfunds.us/podcast/investing-in-oil-and-gas-in-todays-market---feat-grant-norwood/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
Oil and gas prices have been on the rise, but what does this mean for passive investors?
Download Bob’s slides or watch Ben Fraser and Bob Fraser as they delve into more macroeconomic trends in the oil and gas industry, current market events, and analyze Goldman Sachs' Global Investment Research since 1998. Don't miss this episode as they explore why passive investors should win by diversifying their portfolio like Warren Buffett.
Download Bob Fraser's Slides - https://aspenfunds.us/wp-content/uploads/2022/07/ILAB-E43-Breaking-Down-the-Brewing-Energy-Crisis-and-Opportunities-feat.-Bob-Fraser-and-Ben-Fraser-Slides.pdf
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Read transcription and show notes - https://aspenfunds.us/podcast/breaking-down-the-brewing-energy-crisis-and-opportunities/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
Nearly everyone is asking, "What's the deal with gas prices?" Most Americans are feeling the pinch, while energy bills and gasoline prices have been skyrocketing for months. So, what is causing such a dramatic increase in energy prices? Is the Ukraine invasion solely to blame for rising energy prices? In this week's Top of Mind episode, co-hosts Bob Fraser and Ben Fraser delve into the statistics behind the stories, examining relevant data, major economic results, macro trends, and other critical themes in the energy sector.
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Read transcription and show notes - https://aspenfunds.us/podcast/top-of-mind-series-whats-causing-high-gas-prices/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
Investing with friends and family can be a great way to pool resources and make big investments, while spreading out the risk. But it's important to set some ground rules before you get started. In this podcast, Travis Smith, Ben Fraser, and Jim Maffuccio discuss the pros and cons of investing with “tribes”, reducing risk, and some tips for making the process go smoothly.
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Read transcription and show notes - https://aspenfunds.us/podcast/investing-with-your-tribe-feat-travis-smith-ceo-of-tribevest
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
In this week's episode Bob Fraser discusses the future of inflation, CRE cap rates, housing sales volume and prices, if a recession is about to happen, and what these imply for investors. So if you're curious about where the market is headed, make sure to listen or watch.
Download Bob Fraser's Slides - https://aspenfunds.us/wp-content/uploads/2022/06/Aspen-Economic-Outlook-Summer-2022.pdf
Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com
Read transcription and show notes - https://aspenfunds.us/podcast/2022-economic-outloook-with-bob-fraser/
Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
Learn more about Aspen Funds - https://aspenfunds.us/
Ladislas Maurice, dubbed the “Wandering Investor,” called his corporate career quits to travel the world in search of investing opportunities. Focusing mostly on emerging and frontier markets, Ladislas’ has used investing to make money, but also to secure residency in countries around the world. Tune in to hear his unique experience, as well as what cash flow, cap rates, and liquidity look like across the pond, and how it all compares to the US real estate market.
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Stefan von Imhof is the co-founder of alts.co, and is an investor in “modern” alternatives. Stefan talks about investing in newer assets like collectibles, cultural assets, and music rights. Without a central, authoritative source for valuations, Stefan discusses how to navigate the wild west of these new asset classes - where the opportunity lies, and what landmines to look out for when it comes to investing. For many investors this is a new area, and we dissect the benefits and drawbacks.
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Justin Donald, author of The Lifestyle Investor, has been named the “Investment World’s New Warren Buffett.” Justin joins Bob and Ben to talk about his transition from a business owner on a hamster wheel to a lifestyle investor with control over his time. He talks about his first cash-flowing investments, how he creatively structures deals, and lessons learned from his investment mistakes. And as a special bonus, Justin is a member of the elite investing group Tiger 21 and shares what asset classes he’s excited about. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’ll dive into what’s worked for them, what hasn’t, how they vet sponsors.
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On the heels of our latest Top of Mind episode on retail real estate, this episode dives into a unique area of retail, neighborhood strip centers, with Parker Webb, FTW Investments CEO. Parker has worked in retail real estate since 2013, and in this conversation, we cover cap rates and cash flow, how these centers fared through Covid, how to strategically improve and maximize property values, and best ways to negotiate tenant leases. If you’ve ever been curious (or skeptical) about retail, tune in to this packed episode.
What’s actually going on with retail real estate? For years, we’ve been seeing headlines declaring that retail real estate is dying, and e-commerce will win. We dive into some charts from a recent presentation we saw from a well-know real estate economist. The findings are illuminating! On this mini-episode series, Bob and Ben dive into the data behind the narratives, looking at timely data, important economic findings, macro trends, and other important topics for investors. On the Top of Mind Series, we share bite-sized insights into a timely or trending topic.
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The collectible coin market is on fire. As a professional numismatist, Dana has been studying rare coins for over 40 years. On this episode, he shares about his background in the rare coins market, the economics behind owning coins and precious metals, where the industry is headed, and how investors can make money through the private ownership of gold. Is this just a cool hobby or is there money to be made? Tune in to find out.
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In this episode, we sit down with Jeremy Goff, CEO of Hiram Capital, to talk about both the energy sector and the private credit space. Jeremy shares from his background working for Blackstone, the largest alternative asset manager, talking through how energy has shifted over recent years and where it’s headed. Then he dives into his transition from private equity to private debt, and shares a peek behind the curtain on the structure of private credit deals and how he fills a niche that banks won’t.
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John Chang is the National Director of Research at Marcus & Millichap, one of the largest CRE brokerages in the country. John goes deep into the state of our economy, dissecting how the Fed’s response to circumstances will impact trends, how cap rates are or aren’t correlated to interest rates, and why US real estate is attractive to global investors. John shares his wealth of information from their firm’s deep research data. As a bonus, John shares his thoughts on whether we’ll have a recession, and the best and worst places to invest right now. This is a must listen episode.
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Hunter Thompson, the Managing Principal of Asym Capital, returns to join Bob and Ben in a discussion on the current state of the economy and where are the best places to invest. Listen in as they share why it’s important to view the world of investing through an economic lens, and dive into topics like the inverted yield curve, making predictions on whether or not we’ll see a recession. Hunter also talks about a virtual event he’s hosting called “100K to Invest,” helping passive investors find the best places to invest their capital.
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J Scott is a former tech guy who accidentally fell into real estate. Starting with flipping 400+ houses, he focused his experience scaling businesses into scaling real estate. Now an operator of multifamily syndications, J shares where he sees the current opportunities in the market, how he’s navigating the unique circumstances in the market, and where he sees multifamily headed over the next few years.
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We welcome Shifra Ansonoff, Global Head of Research at Preqin, back for another discussion, this time focused on a deep dive into the real estate trends. Given her macro-perspective, Shifra provides high-level data on the major asset classes in real estate, their historical trends and projected growth. She covers the best inflation hedges and lays out how much money is in the market and where it’s flowing.
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Read the full transcription. https://aspenfunds.us/podcast/real-estate-trends-deep-dive-shifra-ansonoff/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Though headlines touting the apocalypse of retail real estate have been frequent over the past few years, our guests today take a contrarian view. With the long-term impact of e-commerce changing consumers' buying preferences, to the more recent impact COVID had on brick and mortar retailers, this area of real estate has been particularly challenging to navigate. Philip Block and Robert Levy of LBX Investments discuss the trends occurring in the retail real estate landscape, and where they are finding opportunities. Our guests cover the surprising, positive influences of the lockdown’s effect on retail real estate, what the best retailers are doing to thrive, and even why brick-and-mortar real estate isn’t going anywhere in the digital world. Lastly, they dive into inflation’s impact on retail real estate and their investment strategies moving forward.
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Read the full transcription. https://aspenfunds.us/podcast/future-of-alternatives-global-perspective/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/rate-us
Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything
Shifra Ansonoff is the Global Head of Research at Preqin, the premier alternative investment data analytics firm, with more than 1,000 employees around the world. In this episode, Shifra shares in-depth data about the projected growth in different alternative asset classes, including private equity, venture capital & hedge funds. She discusses emerging and niche asset classes and global trends in alternative investing. She also dives into the drivers behind the projected growth in these asset classes, focusing on a global macro perspective.
Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter
Read the full transcription. https://aspenfunds.us/podcast/future-of-alternatives-global-perspective/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/rate-us
Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything
Greg Dowell, CFA is the Director of Investments of the Texas State Endowment System, and a 30-year veteran in alternative investments. In this episode, Greg talks about his experience taking an endowment he work for from 0% to 40% into alternatives during his tenure. He talks about his experience with David Swensen, the alternative investment pioneer of the Yale Endowment. He breaks down the “illiquidity premium” and what that means. And lastly, he covers how he applies these concepts to his personal investment portfolio and allocations.
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Read the full transcription. https://aspenfunds.us/podcast/endowment-funds-greg-dowell/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything
Nikolas Scoolis is the Manager of Housing Economics at Zonda Research, the #1 provider of housing economic data in the U.S. In this episode, they dive deep into the supply/demand imbalance, what caused the massive run up in prices over the last year, and discuss Nikolas’ forecast for housing in 2022. Nikolas believes we are at a transition point in the market, and discusses how inflation, interest rates increases, and geopolitical factors will potentially affect the housing market. You don’t want to miss this episode!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Inflation is not neutral. It’s a transfer of wealth from savers to borrowers. It’s a time where you can lose purchasing power of your money, or a time where your investments can benefit. How you fare depends on how you invest. In this episode, Bob and Ben dive into different asset classes relative to inflation. They cover the historical performance of asset classes in high-inflation and talk through which are poised to perform the best moving forward. Wondering where to put your money right now? Listen in!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything
Todd Sulzinger started out with a high-powered career in Silicon Valley, but found he wanted more control over his life and what he did. When evaluating where to put some of his capital, he discovered mobile home parks, long before they became popular. In this passive investor spotlight, we dive into how Todd's story, how his analysis led him to mobile home parks, the best strategies for earning money in MHPs, where the future is headed in this asset class, and how his journey into become a full-time passive investor unfolded.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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David Garofalo, former CEO of Goldcorp Inc, has 30 years of experience in the creation and growth of over 15 multi-billion dollar sustainable mining businesses across multiple continents, and has led the largest merger in gold mining history valued at $32 billion dollars. In this episode, Bob and Ben ask the hard-hitting questions, like what are the pros and cons of gold as an asset class? Does gold hold its value in an inflationary environment? Tune in to hear David answer all this, as well as his projections for gold prices, and dive deeper into one of his key strategies to invest in gold: gold royalties.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Most of the ultra-wealthy became so by owning businesses. One proven way to own a business is through franchising. Erik Van Horn, franchising specialist and expert in multi-unit, multi-brand ownership as both a franchisee and franchisor, shares his deep insights into the space. Having helped 1,000+ people find great opportunities that meet their lifestyle goals, Erik shares his golden nuggets on what it takes to be a good franchisee, how to finance deals, and even how to invest in franchises passively.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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How do you start generating income from your investments and how do you transition that into a flow of passive income? Ben Fraser and Jim Maffuccio are back with real estate maven and director of Investor Education at Passive Investing, Whitney Elkins-Hutten, to learn more about passive investing and growing your assets. Whitney wholeheartedly believes that she’s living proof of just how successful anyone can be at real estate investing; all it takes is a little grit. Today, Whitney holds over 5000 residential units and more than 1400 self-storage units across eight states. Listen in as Whitney shares more of her story, including how she managed to grow her empire using the BRRRR-strategy, and how she funnels that forced equity into other passive strategies.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Public REITs have been a popular way to invest in Real Estate since the 1970s, with around $1.4 trillion in investor cash. But ever since the JOBS Act passed in 2016, we have seen a flood of new real estate investment opportunities enter the mix – in particular, private REITs and private equity. These new opportunities have investors increasingly asking questions about the distinguishing factors and why they might choose to invest in one over the other. Let’s dive into the differences, advantages, and disadvantages of each.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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One of the nation's top asset-protection attorneys, Kevin Day, shares the keys to asset protection and privacy planning that the ultra-wealthy use, but that all can access easily. Kevin dives into irrevocable and offshore trusts, and how entrepreneurs and business owners can benefit from the extra protection they provide. Curious to hear the biggest financial threats that entrepreneurs and investors face? Tune in!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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As we close out the year, Bob and Ben take a few minutes to share some of their highlights from interviews on the podcast since launch. If you're new to the podcast, this episode will give you a quick peek into some of our best conversations and interviews. Plus, a little sneak preview of what's to come in 2022!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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A financial advisor for HNW families, Ryan Parson looks at not just stocks and bonds, but also private equity and other alternatives. Parson spent years in the financial education space, and went deep into alternatives. Tune in to hear Ryan share about how he approaches financial advising and legacy planning through the lens of alts.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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On this show segment, we interview successful passive investors about their journey's investing in private alternative investments. Join us on this episode with French entrepreneur turned investor, François Braine-Bonnaire. Learn how he built his investment portfolio through single family rentals in the Southeast U.S. François has also helped over 200 international clients invest in US real estate. Tune in to hear more of François' story, why U.S. real estate is so attractive, and what he considers the most important factors in a successful real estate portfolio.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the underlying factors causing this spike in inflation, and the unintended consequence of "The Great Resignation." Learn about why this is happening, why this is mostly a US phenomenon, and what this means for investors. A must-listen!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Recent data on the tax returns of America's wealthiest reveals just how little they actually pay in taxes. Whatever your opinion on current tax laws, find out the strategies billionaires use to legally and routinely lower their tax liability to keep more of their wealth.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why Josh loves private alternatives and why most financial advisors avoid them, despite many advantages of private alts, including greater diversification & potentially higher returns than the public market.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Pederson, founder of Verivest, has made it his professional mission to bridge the gap between investors and sponsors, alleviating some of the headaches of finding trustworthy operators. You'll learn several tips and things to watch out for when looking at a new investment opportunity. Listen in for some great insights.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Hunter Thompson has been in the private equity world for over a decade, raising over $50M in investor capital. Having invested in many real estate asset classes, Hunter's economic perspective shapes much of his strategy for evaluating opportunities. His view of economic thought has changed over time, and many of his perspectives are contrarian to mainstream thought. Join us as we jump into a discussion on where interest rates and inflation are headed and how that informs our investment strategies.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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One of the primary tools the ultra-wealthy use to defer taxes and maximize their investments in real estate is 1031 exchanges. This tax-advantaged strategy is unique to real estate, and today's guest will be sharing how all real estate investors can leverage it. Brandon Bruckman's firm facilitates 1031 exchanges and DST investments for their clients. He has a diverse background in hedge funds, real estate, and consulting.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Tune in to hear Jim Pfeifer share his vast experience investing passively. Pfeifer is a full-time investor, who also built a large investor group to share ideas, connections, and resources to unlock access to more opportunities. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’ll dive into what’s worked for them, what hasn’t, how they vet sponsors and manage risk.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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To learn what’s happening in different sectors of commercial real estate in a post-pandemic world, we spoke with Gary Stache, an EVP in investment sales for 40 years. This 38-time top ten producer, involved in transactions totaling $4B, shares his insight on the future of the office and retail sectors and where there is opportunity ahead.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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The final category of passive alternative investments that the ultra-wealthy leverage is hedge funds. The larger and more sophisticated the investors, the more they like hedge funds. Ben Fraser and Bob Fraser discuss how institutional investors use this asset class to protect against volatility while also achieving diversification and high returns. Join in the conversation as Ben and Bob pull back the mystery of hedge funds. Tune in and learn the major strategies the ultra-wealthy use and how you can use them to your advantage!
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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In this interview we hear from attorney and passive investor Dan Schulte. Schulte was the former general counsel for a multi billion-dollar money manager and has invested significantly in private venture capital and other alternatives. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’ll dive into what’s worked for them, what hasn’t, how they vet sponsors and manage risk.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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While most investors get excited about the idea of investing in real estate, that excitement quickly dissipates when they imagine buying rental properties and then dealing with difficult tenants and property maintenance issues. Thankfully, in the last decade there’s been a massive shift in the democratization of investing in real estate. Investors can now invest passively in a variety of real estate assets, without the headaches of traditional property ownership. But with this shift towards opening up the wide world of passive real estate investing, a new challenge has arisen. With so many options available, where do you even start? This episode will help create a framework for understanding the wide world of passive real estate investing and what is available.
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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
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Most investors don’t know that there is a huge gap between how the ultra-wealthy invest compared to the average individual investor. The ultra-wealthy (billionaires, institutions and family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity & hedge funds. Meanwhile, the average high-net-worth investor is mostly invested in stocks and bonds. Listen in to learn why there is this gap and where these alternative investments fall on the alternative investment continuum.
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Read the full transcription. https://aspenfunds.us/podcast/
Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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