Invest Like a Billionaire

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. 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

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

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

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

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

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

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 greater return potential. Tune-in now for valuable insights from one of the leading voices in modern investment strategies! Get started and download your free economic report today at https://aspenfunds.us/report  Read the full transcription https://aspenfunds.us/podcast/investing-in-art-feat-allen-sukholitsky/ Connect with Allen on LinkedIn - https://www.linkedin.com/services/page/0000543078b25bb247/ Learn more about Masterworks - https://www.masterworks.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

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 investing journey with the Invest Like a Billionaire podcast and how he was able to turn cash into passive income and get it well diversified into different asset classes.   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-6-getting-started-in-passive-real-estate-investing---feat-josh-haslem/ Connect with Josh on Linkedin - https://www.linkedin.com/in/josh-haslem-64b80419/ 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

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 investment. They also share their thoughts on the continued use of bridge financing, and the cost of interest rate caps, and discuss whether capitalism can survive as a primary structure if we do not have global population growth. Read the full transcription https://aspenfunds.us/podcast/economic-panel-w-neal-bawa-best-ever-conference---part-2/ Best Ever Conference is the conference where serious commercial real estate investors gather to learn, network, and invest. It will be hosted at the Hyatt Regency in Salt Lake City from March 8-10, 2023. Register by November 30 to get the best rate by using our exclusive 15% coupon! Coupon valid until November 30 - $INVEST$ Register - https://www.besteverconference.com/ Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that, “We can only manage what we can measure”. His second mantra is that, “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors. Connect with Neal on Linkedin - https://www.linkedin.com/in/neal-bawa/ 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

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 rates are going and what to expect as we enter 2023. Read the full transcription https://aspenfunds.us/podcast/economic-panel-w-neal-bawa-best-ever-conference---part-1/ Best Ever Conference is the conference where serious commercial real estate investors gather to learn, network, and invest. It will be hosted at the Hyatt Regency in Salt Lake City from March 8-10, 2023. Register by November 30 to get the best rate by using our exclusive 15% coupon! Coupon valid until November 30 - $INVEST$ Register - https://www.besteverconference.com/ Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that, “We can only manage what we can measure”. His second mantra is that, “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors. Connect with Neal on Linkedin - https://www.linkedin.com/in/neal-bawa/ 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