Invest Like a Billionaire

What’s actually going on with retail real estate? For years, we’ve been seeing headlines declaring that retail real estate is dying, and e-commerce will win. We dive into some charts from a recent presentation we saw from a well-know real estate economist. The findings are illuminating! On this mini-episode series, Bob and Ben dive into the data behind the narratives, looking at timely data, important economic findings, macro trends, and other important topics for investors. On the Top of Mind Series, we share bite-sized insights into a timely or trending topic. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

The collectible coin market is on fire. As a professional numismatist, Dana has been studying rare coins for over 40 years. On this episode, he shares about his background in the rare coins market, the economics behind owning coins and precious metals, where the industry is headed, and how investors can make money through the private ownership of gold. Is this just a cool hobby or is there money to be made? Tune in to find out. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

In this episode, we sit down with Jeremy Goff, CEO of Hiram Capital, to talk about both the energy sector and the private credit space. Jeremy shares from his background working for Blackstone, the largest alternative asset manager, talking through how energy has shifted over recent years and where it’s headed. Then he dives into his transition from private equity to private debt, and shares a peek behind the curtain on the structure of private credit deals and how he fills a niche that banks won’t. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

John Chang is the National Director of Research at Marcus & Millichap, one of the largest CRE brokerages in the country. John goes deep into the state of our economy, dissecting how the Fed’s response to circumstances will impact trends, how cap rates are or aren’t correlated to interest rates, and why US real estate is attractive to global investors. John shares his wealth of information from their firm’s deep research data. As a bonus, John shares his thoughts on whether we’ll have a recession, and the best and worst places to invest right now. This is a must listen episode. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

Hunter Thompson, the Managing Principal of Asym Capital, returns to join Bob and Ben in a discussion on the current state of the economy and where are the best places to invest. Listen in as they share why it’s important to view the world of investing through an economic lens, and dive into topics like the inverted yield curve, making predictions on whether or not we’ll see a recession. Hunter also talks about a virtual event he’s hosting called “100K to Invest,” helping passive investors find the best places to invest their capital. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

J Scott is a former tech guy who accidentally fell into real estate. Starting with flipping 400+ houses, he focused his experience scaling businesses into scaling real estate. Now an operator of multifamily syndications, J shares where he sees the current opportunities in the market, how he’s navigating the unique circumstances in the market, and where he sees multifamily headed over the next few years. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

We welcome Shifra Ansonoff, Global Head of Research at Preqin, back for another discussion, this time focused on a deep dive into the real estate trends. Given her macro-perspective, Shifra provides high-level data on the major asset classes in real estate, their historical trends and projected growth. She covers the best inflation hedges and lays out how much money is in the market and where it’s flowing. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Read the full transcription. https://aspenfunds.us/podcast/real-estate-trends-deep-dive-shifra-ansonoff/ 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/subscribe Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/rate-us Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything

Though headlines touting the apocalypse of retail real estate have been frequent over the past few years, our guests today take a contrarian view. With the long-term impact of e-commerce changing consumers' buying preferences, to the more recent impact COVID had on brick and mortar retailers, this area of real estate has been particularly challenging to navigate. Philip Block and Robert Levy of LBX Investments discuss the trends occurring in the retail real estate landscape, and where they are finding opportunities. Our guests cover the surprising, positive influences of the lockdown’s effect on retail real estate, what the best retailers are doing to thrive, and even why brick-and-mortar real estate isn’t going anywhere in the digital world. Lastly, they dive into inflation’s impact on retail real estate and their investment strategies moving forward. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Read the full transcription. https://aspenfunds.us/podcast/future-of-alternatives-global-perspective/ 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/subscribe Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/rate-us Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything

Shifra Ansonoff is the Global Head of Research at Preqin, the premier alternative investment data analytics firm, with more than 1,000 employees around the world. In this episode, Shifra shares in-depth data about the projected growth in different alternative asset classes, including private equity, venture capital & hedge funds. She discusses emerging and niche asset classes and global trends in alternative investing. She also dives into the drivers behind the projected growth in these asset classes, focusing on a global macro perspective. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Read the full transcription. https://aspenfunds.us/podcast/future-of-alternatives-global-perspective/ 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/subscribe Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/rate-us Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything

Greg Dowell, CFA is the Director of Investments of the Texas State Endowment System, and a 30-year veteran in alternative investments. In this episode, Greg talks about his experience taking an endowment he work for from 0% to 40% into alternatives during his tenure. He talks about his experience with David Swensen, the alternative investment pioneer of the Yale Endowment. He breaks down the “illiquidity premium” and what that means. And lastly, he covers how he applies these concepts to his personal investment portfolio and allocations. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Read the full transcription. https://aspenfunds.us/podcast/endowment-funds-greg-dowell/ 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/subscribe Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/rate-us Ask Anything! We'd love to hear what's Top of Mind. https://www.thebillionairepodcast.com/ask-anything