On this week’s episode of Passive Income Playbook, Pascal Wagner interviews Fred Hubler. Fred shares why he built a retainer-based advisory model that helps entrepreneurs and high-net-worth families allocate beyond stocks into private credit, real estate and other alternatives, and he explains his 50-10-20-20 portfolio framework for traditional assets, cash, alts and hard assets. He digs into his due-diligence rubric of legal, ethical and moral unfair advantages, plus concrete playbooks like franchise roll-ups, optioning underused retail land for townhouse developments, and partnering with institutional-grade sponsors to protect downside. You’ll also hear how to vet operators, get closer to the underlying asset, and set break-even thresholds in volatile areas like oil and gas.
Fred Hubler
Current role: Founder and CEO, Creative Capital Wealth Management Group
Based in: Chester Springs, Pennsylvania
Say hi to them at: https://ccwmg.com | mailto:frederickhubler@ccwmg.com | Instagram
This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing.
Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER
Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show!
Join the Best Ever Community
The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.
Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow.
Apply now at www.bestevercommunity.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
