67 episodes

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds.

Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth Aspen Funds

    • Business
    • 4.9 • 91 Ratings

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds.

Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.

    68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

    68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

    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.

    Learn More about Aspen Funds.
    https://www.aspenfunds.us
    Join the Investor Club to get early access to exclusive deals.
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    • 41 min
    67. Addressing the Housing Affordability Crisis feat. Mark Khuri

    67. Addressing the Housing Affordability Crisis feat. Mark Khuri

    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.


    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/follow
    Rate us! We really appreciate your feedback and support.
    https://www.thebillionairepodcast.com/reviews/new/
    Ask Anything! We'd love to hear what's Top of Mind.
    https://www.thebillionairepodcast.com/contact

    • 39 min
    66. Passive Investor Spotlight #7: Active to Passive Real Estate Investing feat. Eric Barnett

    66. Passive Investor Spotlight #7: Active to Passive Real Estate Investing feat. Eric Barnett

    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.
    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/follow
    Rate us! We really appreciate your feedback and support.
    https://www.thebillionairepodcast.com/reviews/new/
    Ask Anything! We'd love to hear what's Top of Mind.
    https://www.thebillionairepodcast.com/contact

    • 44 min
    65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver

    65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver

    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.
    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/follow
    Rate us! We really appreciate your feedback and support.
    https://www.thebillionairepodcast.com/reviews/new/
    Ask Anything! We'd love to hear what's Top of Mind.
    https://www.thebillionairepodcast.com/contact

    • 44 min
    64. Investing Like a Family Office feat. Josh McCallen

    64. Investing Like a Family Office feat. Josh McCallen

    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.
    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/follow
    Rate us! We really appreciate your feedback and support.
    https://www.thebillionairepodcast.com/reviews/new/
    Ask Anything! We'd love to hear what's Top of Mind.
    https://www.thebillionairepodcast.com/contact

    • 38 min
    63. Revisiting Neighborhood Retail Real Estate feat. Parker Webb

    63. Revisiting Neighborhood Retail Real Estate feat. Parker Webb

    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.
    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/follow
    Rate us! We really appreciate your feedback and support.
    https://www.thebillionairepodcast.com/reviews/new/
    Ask Anything! We'd love to hear what's Top of Mind.
    https://www.thebillionairepodcast.com/contact

    • 40 min

Customer Reviews

4.9 out of 5
91 Ratings

91 Ratings

jberlin2 ,

Great Investing Podcast!

This is a really cool investing podcast revealing other ways to invest besides the stock market and the often superiority of doing so.

The hosts are sharp, growth and learning minded, and fun witted.

A lot of good guests and a great, free learning platform to help put in the work to understand investing options that you may want to take and why.

Multifamily University ,

Awesome podcast!

The combined great minds of the hosts and their guests makes this podcast one of the best!

DSW333 ,

The Real Deal

Bob and Ben put out high quality content and curate great guests around macro economic trends and alternative investments that provide high value to invest like the ultra wealthy and avoid the stock market gyrations. A must listen!

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