Invest Like a Billionaire

Originally published September 30, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠ Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclubSubscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

In this podcast, the hosts discuss 7 investable megatrends for the next decade, covering topics like inflation, interest rates, and trade. They emphasize the importance of relying on data rather than opinions in shaping investment decisions. They also explore trends like reshoring in industrial real estate, the multifamily meltdown as a potential buying opportunity, and long-term housing trends. The hosts discuss investment opportunities in real estate, including their fund, single-family homes, and distressed multifamily funds. They also touch on investment options for non-accredited investors and the significance of experience and relationships in the real estate market.

Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast, where they discuss takeaways from Bob’s recent participation in a panel with other economists. They explore the current state of the real estate market, where it’s headed, and where the opportunities are. They talk about where the panelists agree and where they differ. Tune in to here insights from multiple perspectives today's real estate landscape. Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  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

Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Matt Burk, Founder and CEO of Fairway America and Verivest. We're thrilled to have Matt on the show, a seasoned real estate executive, Chief Investment Officer, and fund manager with over 22 years of experience. Matt has managed 11 different real estate funds throughout his career. In this episode, we delve into Matt's background in the industry and explore the fascinating evolution of the real estate syndication space. Matt shares valuable insights gained over the past two decades, offering our listeners a unique perspective on real estate investing. Connect with Matt Burk on LinkedIn https://www.linkedin.com/in/mwb/ Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  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

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they explore a topic that's currently front and center in the minds of consumers everywhere – surging oil prices. Bob share insights that he recently told a WSJ reporter. They discuss the current supply crisis, address long-term demand, and how the transition to alternative energy sources will impact it. Additionally, they address some of the political ramifications of fossil fuels. Tune in now to hear their thoughts. Oilprice.com Article - https://oilprice.com/Energy/Crude-Oil/IEA-Faces-Backlash-Over-Bold-2030-Oil-Demand-Forecast.html Seeking Alpha Article - https://seekingalpha.com/news/4012973-exxon-saudi-aramco-ceos-refute-forecasts-for-peak-oil-demand?lctg=626fcf8c8f7f1c6677068fd9&mailingid=32757025&messageid=wall_street_breakfast&serial=32757025.2223025&userid=56458384&utm_campaign=wsb_09_19_2023&utm_medium=email&utm_source=seeking_alpha&utm_term=wall_street_breakfast The Washington Free Beacon Article - https://freebeacon.com/energy/john-kerry-rebukes-oil-companies-for-increasing-production-the-president-has-been-pressing-them-for-months-to-do-just-that/ ZeroHedge Article - https://www.zerohedge.com/markets/goldman-ceo-solomon-embraces-support-fossil-fuel-companies Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  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

Dr. Christopher Loo, founder of Financial Freedom for Physicians, shares how he went from being an MD to achieving financial freedom through real estate investing. He discusses strategic investments, challenges of pursuing alternative investments, tech sector allocation, balancing cash holdings, analyzing the current economic situation, and offers advice for starting investing.

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Street Journal article titled "The Job-Market Boom Is Over. Here’s Why and What It Means", Ben and Bob provide their unique perspectives, offering insights that challenge the notion of the end of a labor shortage. Don't miss this thought-provoking and informative discussion that connects current headlines to broader economic themes. Wall Street Journal Article - https://www.wsj.com/economy/jobs/the-job-market-boom-is-over-heres-why-and-what-it-means-5f3e498f Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  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

Leif Hartwig, founder of Wealth VP, shares his top three criteria for investment success and discusses the hidden power of SaaS companies. The podcast explores the world of venture investing, the challenges faced by venture capital firms, and the incentives and alignment of interest in venture capital investing. Leif also discusses WealthVP's services and pricing tiers for ultra-high net worth individuals and family offices.

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast. In this episode, Bob and Ben explore the recent surge in oil prices, with Brent and crude oil hitting $90 per barrel. They unpack the factors driving this surge, including recent OPEC cuts, Chinese demand, and new supply. Whether you're an investor or just curious about these developments, this episode offers valuable insights into the complexities of the energy market, helping you stay informed and prepared for what's ahead. Don't miss out on this enlightening discussion about the "why" behind the recent oil price surge and its broader implications. Wall Street Journal Article - https://www.wsj.com/economy/august-cpi-report-inflation-slowdown-85936a0a Oilprice.com Article - https://oilprice.com/Energy/Oil-Prices/Goldman-Claims-Oil-Prices-Could-Hit-107-If-OPEC-Extends-Cuts-Next-Year.html Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠  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

In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Jay Parsons, the SVP, Chief Economist & Head of Industry Principals at Real Page, a leading data analytics firm specializing in rental housing. This conversation is a must-listen for anyone involved in multifamily or single-family rentals or those considering venturing into these asset classes. Jay dives deep into the complexities of the real estate market, unraveling supply and demand dynamics, rent growth deceleration, and the driving forces behind these shifts. He also explores consumer demand, the current supply crunch, and offers a forward-looking perspective on housing market trends over the next two to three years, touching on capital markets and even making a bold prediction regarding CPI. Discover which markets and asset classes are outperforming the rest, with a comprehensive breakdown that's sure to leave you well-informed. Despite its extended duration, this power-packed interview promises invaluable insights, so be sure to tune in, and if you're enjoying the podcast, help us share this wealth of knowledge with a broader audience. Connect with Jay Parsons on LinkedIn https://www.linkedin.com/in/jay-parsons-a7a6656/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠  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