Invest Like a Billionaire

Your essential guide to reviewing an underwriting file. Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities.Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Ken 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 tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Christian 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 of the local and global markets that affect global supply chains.Christian joins the podcast this week to talk about what he’s seen over his decades in the industry, and why this moment is so unique in the history of cross-border collaboration. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

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 calculator? Go to investlikeabillionaire.org to learn more about our community. And find out more about the podcast at https://www.thebillionairepodcast.com/

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 answer the questions “should i hold gold in my portfolio?" “Is it a useful indicator for future inflation?Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Discover how to replicate billionaire investing strategies with just one million dollars. Learn the importance of portfolio allocation and avoiding rookie mistakes. Explore why billionaires often favor private alternatives over traditional investments. Delve into risk management and the significance of understanding your investments. Get insights on creating a diversified portfolio, including a sample allocation of cash, public equities, and private real estate. Plus, find out how to access private deals and focus on downside protection.

Oil 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 estate. All of it points to where the smartest opportunities may be for investors today.Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Jim Dew, Founder of Dew Wealth Management,  joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.Dew Wealth Management ⁠https://www.dewwealth.com/⁠Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

The 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 investors realize.PURCHASE the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/

Tax strategists Amanda Han and Matt MacFarland from Keystone CPA share their expertise on ways to maximize gains while minimizing tax burdens for passive investors. They delve into the nuances of K-1 forms and the benefits of real estate professional status. Discover the 'lazy 1031' method and how strategic planning around sales can optimize returns. They also explore the short-term rental loophole and the importance of depreciation, revealing common pitfalls investors should avoid.