The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence. Fi ...
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The state of multifamily today with Ken McElroy
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29:04Ken McElroy and Bob Fraser took questions from a live audience at an Invest Like a Billionaire book launch event this summer. We’re bringing that Q&A to the feed because it has a lot to say about the current state of real estate, especially multifamily, from two experienced real estate investors. Have more questions, or want more resources like a t…
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How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese
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30:21Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. He has worked on both sides of the border so he has a 360 degree view…
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It’s that time of year again, when we get calls from high earners with W2 jobs asking: how can I save on my taxes this year? In this episode, Ben, Bob and Ellis lay out all the legal loopholes to safeguard taxes. And even better, many of these options can help you make money year round. Have more questions, or want more resources like a tax calcula…
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Gold has been in the news lately as its price breaks record after record. So should we jump on the bandwagon? Or are we heading for a crash? Bob and Ben join Ellis to discuss how this moment is making even Gold naysayers rethink the commodity. And they share what other assets they have their eyes on during this moment of economic insecurity. We ans…
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How to Build a Billionaire-Grade Portfolio with One Million Dollars
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20:30In this episode, Ellis sits down with Bob and Ben to answer one of the most common questions they hear from investors: how can I replicate the billionaire investing strategy with a smaller portfolio? They unpack key concepts from their book Invest Like a Billionaire, like breaking down portfolio allocation, assessing liquidity needs, and including …
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Headlines: Pro Green Agency Calls For More Oil & Gas Drilling
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25:05Oil and gas are back in the headlines. What does that mean for investors? In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real…
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[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew
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Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend
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18:49The Fed just cut rates for the first time this year. What does that mean for your investments? In this episode, Ellis Hammond and Bob Fraser unpack how this move could shape the next cycle for real estate investors, what history suggests about market reactions, and why inflation may play a bigger role in the national debt discussion than most inves…
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Advanced Tax Saving Strategies for Passive Investors
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40:39As we get closer to Q4 we wanted to bring back a favorite episode from the past – all about tax saving strategies. Thank you so much to experts Amanda Han and Matt MacFarland of Keystone CPA for joining us to discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from …
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How to Find and Fund the Most Impactful Giving Opportunities
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22:18Lane Kipp has dedicated his career to helping others give well. He runs the nonprofit All Access, which uses analytics to find the most effective and transparent ways to make charitable donations go farthest. And it turns out, running All Access has a lot to teach us about how to vet deals in the investment world. Check out Lane’s org at allaccess.…
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Deals we didn’t Do: The $1B ATM Ponzi Scheme
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24:49Did you hear about the $1B ATM investment fraud? What started as a too-good-to-be-true deal ended up as a ponzi scheme that upended lots of good investors, including some of us. So how did Aspen as a firm dodge this one? And how can you learn from this scandal and spot potential ponzi schemes yourself? Listen in, and let us know what you think in t…
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How to know when enough is enough, a 1:1 with John Maxwell
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22:29What number is “enough” to you? The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number to know when you’ve met your own needs. What do you think of this idea? Listeners on Spotify or Youtube – share a comment, o…
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How do billionaires think differently than the rest of us? Bob and Ben have spent over a year trying to answer that question as they wrote the Invest Like a Billionaire book. In this episode, they share their lessons – how billionaires approach debt, inflation and taxes differently. And we learn how we can all move from an “income statement mindset…
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What your financial advisor isn’t telling you
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18:29Is your financial advisor keeping secrets from you? Well, not exactly. In this episode, we learn another key lesson from the Invest Like a Billionaire book: why the financial advising system is rigged against alts. Listen to hear why your advisor isn’t able to give you the guidance you need, and figure out how to work the system in your favour. PRE…
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The Secret Killer of Wealth: Why volatility is destroying your portfolio
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15:51We’re back with another sneak peek into the Invest Like a Billionaire book! Bob and Ben join Ellis to share the secret killer of wealth – Volatility. They’ll walk you through the math around why volatility is the enemy of compounding wealth, and what you can do about it. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And…
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The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%
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22:42The Invest Like a Billionaire book is almost here! For all of August, we’re bringing you sneak peeks into the key points in the book, and diving deeper into some of the topics. This episode, Bob and Ben join Ellis for a conversation about the end of the 60:40 portfolio, and the advent of The Swensen Model. Find out more about the podcast at https:/…
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Our first book is here: Invest Like a Billionaire
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1:07Join us for a summit on August 8th to celebrate the launch of the Invest Like a Billionaire book coming this fall! Register at https://www.thebillionairesummit.com/summit
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How to build a Passive Alternative Portfolio: The Wealth Pyramid
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22:46How do you build a strategic alternative asset portfolio? Most investors just jump at the first deals presented to them from their network. But in this episode, Ben lays out a strategic plan when building an alt portfolio, optimizing for long term yield and growth. In this episode, Ben is joined by Ellis Hammond, Aspen Fund’s Vice President of Capi…
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Bronson Hill had a quick come-up from a salary job to a full time passive investor and capital raiser. But it hasn’t all been smooth sailing, and he’s learned some really important lessons along the way about how to be strategic about your path and create a framework to vet deals. In this episode, Bronson opens up about his portfolio, which include…
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Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer
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27:09Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – and he has a lot to say about why financial advisors can’t or won’t push real estate. He’s now built a hugely diversified passive portfolio and built a community helping others do the same. Check out Ji…
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The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio
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26:09Jim Maffuccio, a co-founder of Aspen Funds, has been through some seriously challenging cycles. On the podcast, he and Ben get into how he rebuilt after two catastrophic wipeouts – and what he’s learned so it won’t happen again. He shares his CSI-like strategies for vetting sponsors today, and how he decides which deals go forward, and which he’s n…
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Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell
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31:30How does Aspen decide what deals to jump for, and which to turn away? In this new series, Deals We Didn’t Do, the leadership team is bringing you behind the scenes on how we make those calls. In this episode, Ben and Bob Fraser, Ellis Hammond and Jim Maffuccio go over a recent Rescue Preferred Equity Fund or “Bail-In Fund” they turned down. They wa…
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Creating a passive portfolio from the air with pilot Tait Duryea
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28:42Tait Duryea has always loved two things: flying planes and building financial freedom. He’s built a life that combines these two elements, and he’s helping other commercial pilots achieve the same success he has in alternatives. In this episode, he tells Ben how he decides if a deal is ready for liftoff, how he thinks about risk assessment, and how…
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Making alt investing a family affair with Darrell Gargala
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22:20Darrell Gargala started investing in real estate as a way to stay busy after retiring from the Air Force. But it’s become a passion, and he’s even bringing his kids into the fold. In this episode, he shares how he’s built up a 7 digit real estate portfolio, why he keeps his projects active, and how he's passing on this knowledge to his kids. Find o…
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Lessons from 25 years of investing success with David Shaw
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31:40David Shaw has 25 years of massively successful investing and entrepreneurship behind him – but he wishes he started even earlier. From a decade of W2 slogging, he ditched the pay cheque in favour of big swings, and it worked in his favour. In this episode, he tells Ben why he opts for A-class properties, the value of time in compounding wealth, an…
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Headlines: Should I dump or double down on Oil & Gas?
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12:36The oil & gas price has softened, but does that mean you should dump your investments, or double down? Bob and Ben Fraser discuss the headlines and the concerns they are hearing from their investors. They share their own perspectives, how oil & gas have fared in the past downturns, and where they’re betting that investment is going next. Find out m…
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How HNW Family Offices’ are Investing in Alts with Kendall Laughlin
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33:25Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 family offices, ranging from 20-55 Million, and he shares how they think about strategy and plan their legacies, and what those families are thinking about in 2025. Check out Kendall’s family office work a…
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Headlines: Will tariffs lead to a recession?
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16:35In our first Headlines episode, Bob Fraser joins Ben to talk about the big question on many Aspen investors' minds: are we heading towards a recession? With tariff news and trade war threats dominating the news cycle, it’s easy to get worried, so Bob and Ben are taking a look at what the data says and its impact for investors. Find out more at www.…
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When the exit doesn’t go as planned with Curt Stevenson
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30:20Curt Stevenson has had a hugely successful career in tech consulting and entrepreneurship, and has lived through the big ups and some big downs. Curt’s ready to settle into an early retirement, so he shares with Ben how he’s building a portfolio that will offer him stable, reliable income for decades to come. Find out more at https://www.thebillion…
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The Real Estate Professional Life Hack with Jordan Linscombe
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24:42Jordan Linscombe is a bold entrepreneur and a careful investor. He and his wife Mindi have built up their bridal shop – Something New Boutique – over the past 18 years into something amazing. So much so, that Jordan has taken his own path as a real estate professional to manage their assets. Check out Jordan’s business https://www.somethingnewbouti…
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How small buys turned into 7 figures in passive income with Wes Hill
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28:00Wes Hill has been in the real estate game since he was young. And he didn’t start with a trust fund or a legacy – he built his 7-figure passive income portfolio through small steps, sacrifices and smart moves over many decades. Learn how Wes is thinking about real estate investing today after a career in the industry, and how you can build out your…
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Moving across the world for the right investment with Francois Braine-Bonnaire
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25:50Francois Braine-Bonnaire knows how to jump on an opportunity. He moved across the world for the perfect investing moment, and it’s paid off. In this conversation, he shares his advice on when to go all in, when to walk away, and when to know you’ve peaked. Check out Francois’ life coaching business at www.tobeoptimized.com Find out more at https://…
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The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser
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25:43A very special episode – Bob Fraser, co-founder of Aspen Funds (and father of Ben Fraser) is in the hot seat. Bob tells the story of how he has won it all, lost it all, and built it back up again. We go inside Bob’s portfolio to hear what asset classes he’s most excited about today, and what lessons he has learned from his decades of investing that…
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Your favorite podcast about winning the alternative investing game is back, with a new focus. Every episode we’ll be taking you inside the portfolios of everyday millionaires to learn how they have built their successful portfolios. We’ll keep you up-to-date on the economics that matter to you, investable megatrends opportunities we’re watching clo…
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An update on what's coming up in 2025.How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAUFollow Aspen FundsLinkedIn: https://www.linkedin.com/company/aspen-funds/ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/
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183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
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38:21Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board m…
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182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
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36:35Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industri…
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181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
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34:38This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil an…
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180. Making Homeownership Affordable feat. Frank Rohde
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36:09We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real…
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179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
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43:40Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…
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178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
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38:06Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Indust…
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177. Why You Should Self-Insure Your Business feat. Van Carlson
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39:22We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: h…
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176. Democratizing Access to Flying Private Jets feat. Paul Svensen
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28:33Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets…
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175. 2024 Financial Freedom Hacks feat. Joey Mure
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33:59Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s an…
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174. Top Trends to Watch in Industrial Real Estate | Top of Mind
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17:06We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements…
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173. Bringing Transparency to Private Investing feat. Pat Zingarella
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37:17Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key fe…
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172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
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47:29Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how t…
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171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
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37:21Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife to becoming a successful investor. She highlights the crucial role of asset ownership, macroeconomic trends, the housing market, and the Federal Reserve's interest rate policies. Explore our latest in…
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170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts
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34:17Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-family investments to syndications. With over 50 deals since 2015, he shares his expertise and key insights from his new book 'Passive Investor Tips'. Connect with Ben Fraser on LinkedIn https:…
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169. Avoiding Rookie Investing Mistakes feat. Steve Suh
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35:55With 15 years of experience in private syndications, Steve Suh, Founding Member of Left Field Investors, reveals lessons in his book, "Avoiding Rookie Errors as a Left Field Investor." He highlights the value of operator communication, thorough due diligence, and investing in reliable asset classes, providing essential tips for all investors. Conne…
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