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 to...
Aug 25, 2022•34 min•Ep. 47
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. Love the show? Subscribe, rate...
Aug 18, 2022•50 min•Ep. 46
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 invest...
Aug 11, 2022•45 min•Ep. 45
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 ...
Jul 28, 2022•57 min
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/u...
Jul 21, 2022•36 min•Ep. 43
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 critica...
Jul 14, 2022•15 min•Ep. 42
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. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com Read transcription and show notes - https://aspe...
Jul 07, 2022•38 min•Ep. 41
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 not...
Jun 30, 2022•24 min•Ep. 40
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. Love the show? Subscribe, rate...
Jun 16, 2022•39 min•Ep. 39
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. Lov...
Jun 09, 2022•33 min•Ep. 38
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 cl...
Jun 02, 2022•41 min•Ep. 37
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 ...
May 26, 2022•42 min•Ep. 36
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 S...
May 23, 2022•13 min•Ep. 35
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. Love the show? Subscribe, rate, review, and share! TheBillionairePod...
May 19, 2022•38 min•Ep. 34
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 wo...
May 12, 2022•36 min•Ep. 33
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 rece...
May 05, 2022•42 min•Ep. 32
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...
Apr 28, 2022•43 min•Ep. 31
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. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com...
Apr 21, 2022•38 min•Ep. 30
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. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com...
Apr 07, 2022•44 min•Ep. 29
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 f...
Mar 31, 2022•40 min•Ep. 28
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 ass...
Mar 24, 2022•41 min•Ep. 27
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 per...
Mar 17, 2022•44 min
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 wa...
Mar 10, 2022•35 min•Ep. 25
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?...
Mar 03, 2022•33 min•Ep. 24
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...
Feb 17, 2022•35 min•Ep. 23
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 ...
Feb 10, 2022•44 min•Ep. 22
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 pas...
Feb 03, 2022•40 min•Ep. 21
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 5...
Jan 27, 2022•38 min•Ep. 20
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, advantage...
Jan 20, 2022•36 min•Ep. 18
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! Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodca...
Jan 13, 2022•37 min•Ep. 17
