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 an...
Mar 30, 2023•50 min•Ep. 77
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.c...
Mar 23, 2023•30 min•Ep. 76
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://ww...
Mar 16, 2023•37 min•Ep. 75
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...
Mar 13, 2023•14 min•Ep. 74
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...
Mar 09, 2023•33 min•Ep. 73
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 though...
Feb 23, 2023•47 min•Ep. 72
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...
Feb 16, 2023•38 min•Ep. 71
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-rec...
Feb 09, 2023•19 min•Ep. 70
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://aspe...
Feb 02, 2023•43 min•Ep. 69
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 ...
Jan 26, 2023•42 min•Ep. 68
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 ...
Jan 19, 2023•39 min•Ep. 67
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 thi...
Jan 12, 2023•44 min•Ep. 66
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 m...
Jan 05, 2023•45 min•Ep. 65
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 horizo...
Dec 22, 2022•38 min•Ep. 64
If you’ve listened to o ur 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...
Dec 15, 2022•40 min•Ep. 63
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 great...
Dec 08, 2022•50 min•Ep. 62
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 invest...
Dec 01, 2022•43 min•Ep. 61
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 ...
Nov 24, 2022•36 min•Ep. 60
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 rate...
Nov 17, 2022•34 min•Ep. 59
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-...
Nov 10, 2022•50 min
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 ...
Nov 03, 2022•50 min•Ep. 57
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://a...
Oct 27, 2022•21 min•Ep. 56
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...
Oct 20, 2022•39 min•Ep. 55
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 transcriptio...
Oct 13, 2022•24 min•Ep. 54
“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 mi...
Oct 06, 2022•41 min•Ep. 53
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 explor...
Sep 29, 2022•26 min
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 un...
Sep 22, 2022•46 min•Ep. 51
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 ru...
Sep 15, 2022•54 min•Ep. 50
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 pipe...
Sep 08, 2022•42 min•Ep. 49
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://ww...
Sep 01, 2022•58 min•Ep. 48
