Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we’re bringing into 2026.
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/
Spencer Levy, a Senior Economic Advisor at CBRE, has been watching this dynamic year in real estate closely. He joins Ben & Bob today to share his hot takes on where 2026 is going to take us: what cities he has his eyes on, market trends, interest rates, and the political landscape’s impact on real estate.
We go through the four pillars of real estate: industrial, retail, multifamily and office.
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/
David Neidig recently had a liquidity event, selling his family business. So suddenly, he’s shifted from a business owner mindset to an investor mindset. We dig into how he’s making that leap and why he’s going for alternatives.
Plus, we get to hear about his unique sale: he sold the business via an ESOP (Employee Stock Ownership Plan).
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/
Ever wondered how to review an underwriting file in 10 minutes or less? In this Part 2, Ben Fraser 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/
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/
In this episode, Ellis sits down with Bob and Ben to answer one of the most common questions they hear from investors: how can I replicate the billionaire investing strategy with a smaller portfolio? They unpack key concepts from their book Invest Like a Billionaire, like breaking down portfolio allocation, assessing liquidity needs, and including why simple diversification isn’t enough.
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/
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/
As we get closer to Q4 we wanted to bring back a favorite episode from the past – all about tax saving strategies. Thank you so much to experts Amanda Han and Matt MacFarland of Keystone CPA for joining us to discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.
Download the Free eBook
“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax
Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/
Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/
Lane Kipp has dedicated his career to helping others give well. He runs the nonprofit All Access, which uses analytics to find the most effective and transparent ways to make charitable donations go farthest. And it turns out, running All Access has a lot to teach us about how to vet deals in the investment world.
Check out Lane’s org at allaccess.international
PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
And find out more about the podcast at https://www.thebillionairepodcast.com/
Did you hear about the $1B ATM investment fraud? What started as a too-good-to-be-true deal ended up as a ponzi scheme that upended lots of good investors, including some of us.
So how did Aspen as a firm dodge this one? And how can you learn from this scandal and spot potential ponzi schemes yourself?
Listen in, and let us know what you think in the comments on youtube and on Spotify.
ORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
And find out more about the podcast at https://www.thebillionairepodcast.com/
What number is “enough” to you?
The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number to know when you’ve met your own needs.
What do you think of this idea? Listeners on Spotify or Youtube – share a comment, or even tell us what your number is. And are you there yet?
PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
And find out more about the podcast at https://www.thebillionairepodcast.com/
How do billionaires think differently than the rest of us? Bob and Ben have spent over a year trying to answer that question as they wrote the Invest Like a Billionaire book.
In this episode, they share their lessons – how billionaires approach debt, inflation and taxes differently. And we learn how we can all move from an “income statement mindset” to a “balance sheet mindset.”
PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
And find out more about the podcast at https://www.thebillionairepodcast.com/
Is your financial advisor keeping secrets from you? Well, not exactly. In this episode, we learn another key lesson from the Invest Like a Billionaire book: why the financial advising system is rigged against alts. Listen to hear why your advisor isn’t able to give you the guidance you need, and figure out how to work the system in your favour.
PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
And find out more about the podcast at https://www.thebillionairepodcast.com/
We’re back with another sneak peek into the Invest Like a Billionaire book! Bob and Ben join Ellis to share the secret killer of wealth – Volatility. They’ll walk you through the math around why volatility is the enemy of compounding wealth, and what you can do about it.
PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
And find out more about the podcast at https://www.thebillionairepodcast.com/