Invest Like a Billionaire
Episodes
The 5 Real Estate Rules Everyone Broke (And Lost Billions)
05 May 2026
Contributed by Lukas
“Good” deals are losing money right now.So what went wrong?In this episode of Invest Like A Billionaire, Ben and Ellis break down the 5 rules most...
Why Billionaires Choose Funds Over Single-Asset Deals
28 Apr 2026
Contributed by Lukas
Most investors think picking the right deal is how you win. It’s not.In this episode of Invest Like a Billionaire, we break down why investing deal ...
$1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)
21 Apr 2026
Contributed by Lukas
$1T in multifamily debt is coming due and most of it already doesn’t work.Is this a real estate crash or the next buying opportunity?We brought in D...
Roth Conversions: Why Waiting Is Costing You Millions
14 Apr 2026
Contributed by Lukas
If you have a large IRA, there’s a good chance you’re playing the game exactly how the IRS wants, and it’s costing you millions.Most investors a...
Why Serious Investors Never Invest in Their Own Name
07 Apr 2026
Contributed by Lukas
Most investors focus on what to invest in. Wealthy investors focus on how they invest.In this episode, we break down one of the simplest (and most ove...
What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)
31 Mar 2026
Contributed by Lukas
What are high-net-worth investors actually doing with their portfolios right now?In this episode, Bob and Ben sit down with Litan Yahav, co-founder of...
Oil Just Spiked — Are We Headed for a Recession?
24 Mar 2026
Contributed by Lukas
Is a recession coming? Oil prices, inflation, and Fed rate cuts explained.With oil prices rising and tensions in Iran escalating, many investors are a...
PPMs That Scare the Sh*t Out of Me (Real Investing Horror Stories)
17 Mar 2026
Contributed by Lukas
What should investors actually look for in a Private Placement Memorandum (PPM)?In this episode, Ellis Hammond sits down with Ben Fraser and Bob Frase...
Is Private Credit About to Collapse? ($1.7 Trillion at Risk)
10 Mar 2026
Contributed by Lukas
Is private credit about to collapse?The $1.7 trillion private credit market has grown rapidly, but recent write-downs from major funds like BlackRock ...
How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich
03 Mar 2026
Contributed by Lukas
Recorded live at the Best Ever Conference 🎙️ What really changes when you go from making money → managing money?In this episode, Bob & Ben ...
Turn Your Network Into a Fund in the Next 30 Days – with Tribevest’s Seth Bradley
24 Feb 2026
Contributed by Lukas
Join Ben Fraser as he talks with Seth Bradley, Esq., Chief Legal Officer at Tribevest, about an opportunity hiding in plain sight: turning your networ...
2026 Macro Outlook Recap & Reaction: Rates, Growth, and Real Estate
17 Feb 2026
Contributed by Lukas
Bob and Ben recap the biggest insights from our 2026 Economic Outlook and Macro Forecast presentations, featuring perspectives from Belinda Román, Jo...
Bob Fraser’s 2026 Economic Outlook: Investable Megatrends & Market Opportunities
10 Feb 2026
Contributed by Lukas
In this episode, Bob Fraser shares his presentation from our 2026 Macro Economic Outlook event, breaking down the investable megatrends shaping 2026. ...
The Billionaire Tax Battle: CA vs. MO (And How to Pay Less)
03 Feb 2026
Contributed by Lukas
California is pushing a wealth tax. Missouri just eliminated capital gains tax. What does that mean for investors?In this episode, Ellis Hammond sits ...
Dr. Peter Linneman on AI Myths, the Future of Multifamily Housing & the Shrinking Federal Workforce
27 Jan 2026
Contributed by Lukas
In this episode, Bob and Ben Fraser sit down with Dr. Peter Linneman, Wharton professor and real estate economist, to unpack the forces shaping today’...
The Truth About Whole Life Insurance: Experts Debate (Part 2 of 2)
20 Jan 2026
Contributed by Lukas
Is infinite banking a smart wealth strategy or just well-marketed?In Part 2 of this two-part debate, Ben and Bob continue their conversation with Cale...
Oil Prices & Venezuela: What Investors Need to Know for 2026
13 Jan 2026
Contributed by Lukas
Everyone’s talking about Venezuela oil and global oil prices - but what does it really mean for investors in 2026?Venezuela has the world’s larges...
The Truth About Whole Life Insurance: Experts Debate (Part 1 of 2)
06 Jan 2026
Contributed by Lukas
Is whole life insurance a smart investment strategy or an expensive mistake?In Part 1 of this two-part deep dive, Ben and Bob sit down with financial ...
Aspen’s 2025 Capital Allocation Strategy: Where We Invested & Why
30 Dec 2025
Contributed by Lukas
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 ou...
Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy
23 Dec 2025
Contributed by Lukas
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...
I sold my business for 8 figures… now what? with David Neidig
16 Dec 2025
Contributed by Lukas
David Neidig recently had a liquidity event, selling his family business. So suddenly, he’s shifted from a business owner mindset to an investor min...
Must Know Metrics When Evaluating an Investment
09 Dec 2025
Contributed by Lukas
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 mult...
How to review an underwriting file in 10 mins or less
02 Dec 2025
Contributed by Lukas
Your essential guide to reviewing an underwriting file. Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities...
The state of multifamily today with Ken McElroy
25 Nov 2025
Contributed by Lukas
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&...
How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese
18 Nov 2025
Contributed by Lukas
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. H...
How High Earners Beat the Tax Man
11 Nov 2025
Contributed by Lukas
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, B...
Gold is not your safe haven
04 Nov 2025
Contributed by Lukas
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 Be...
How to Build a Billionaire-Grade Portfolio with One Million Dollars
21 Oct 2025
Contributed by Lukas
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 billion...
Headlines: Pro Green Agency Calls For More Oil & Gas Drilling
14 Oct 2025
Contributed by Lukas
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 OPE...
[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew
07 Oct 2025
Contributed by Lukas
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 ...
Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend
30 Sep 2025
Contributed by Lukas
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...
Advanced Tax Saving Strategies for Passive Investors
23 Sep 2025
Contributed by Lukas
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 Aman...
How to Find and Fund the Most Impactful Giving Opportunities
16 Sep 2025
Contributed by Lukas
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 ...
Deals we didn’t Do: The $1B ATM Ponzi Scheme
09 Sep 2025
Contributed by Lukas
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 inves...
How to know when enough is enough, a 1:1 with John Maxwell
02 Sep 2025
Contributed by Lukas
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 s...
How Debt and Taxes Can Make You Rich
26 Aug 2025
Contributed by Lukas
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 ...
What your financial advisor isn’t telling you
19 Aug 2025
Contributed by Lukas
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...
The Secret Killer of Wealth: Why volatility is destroying your portfolio
12 Aug 2025
Contributed by Lukas
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 – Volatili...
The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%
05 Aug 2025
Contributed by Lukas
The Invest Like a Billionaire book is almost here! For all of August, we’re bringing you sneak peeks into the key points in the book, and diving dee...
Our first book is here: Invest Like a Billionaire
30 Jul 2025
Contributed by Lukas
Join us for a summit on August 8th to celebrate the launch of the Invest Like a Billionaire book coming this fall!Register at https://www.thebillionai...
How to build a Passive Alternative Portfolio: The Wealth Pyramid
29 Jul 2025
Contributed by Lukas
How do you build a strategic alternative asset portfolio? Most investors just jump at the first deals presented to them from their network. But in thi...
He 20x'd his net worth in 4 years
22 Jul 2025
Contributed by Lukas
Bronson Hill had a quick come-up from a salary job to a full time passive investor and capital raiser. But it hasn’t all been smooth sailing, and he...
Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer
15 Jul 2025
Contributed by Lukas
Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – ...
The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio
08 Jul 2025
Contributed by Lukas
Jim Maffuccio, a co-founder of Aspen Funds, has been through some seriously challenging cycles. On the podcast, he and Ben get into how he rebuilt aft...
Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell
01 Jul 2025
Contributed by Lukas
How does Aspen decide what deals to jump for, and which to turn away? In this new series, Deals We Didn’t Do, the leadership team is bringing you be...
Creating a passive portfolio from the air with pilot Tait Duryea
24 Jun 2025
Contributed by Lukas
Tait Duryea has always loved two things: flying planes and building financial freedom. He’s built a life that combines these two elements, and he’...
Making alt investing a family affair with Darrell Gargala
17 Jun 2025
Contributed by Lukas
Darrell Gargala started investing in real estate as a way to stay busy after retiring from the Air Force. But it’s become a passion, and he’s even...
Lessons from 25 years of investing success with David Shaw
10 Jun 2025
Contributed by Lukas
David Shaw has 25 years of massively successful investing and entrepreneurship behind him – but he wishes he started even earlier. From a decade of ...
Headlines: Should I dump or double down on Oil & Gas?
03 Jun 2025
Contributed by Lukas
The oil & gas price has softened, but does that mean you should dump your investments, or double down? Bob and Ben Fraser discuss the headlines an...
How HNW Family Offices’ are Investing in Alts with Kendall Laughlin
27 May 2025
Contributed by Lukas
Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 famil...
Headlines: Will tariffs lead to a recession?
20 May 2025
Contributed by Lukas
In our first Headlines episode, Bob Fraser joins Ben to talk about the big question on many Aspen investors' minds: are we heading towards a recession...
When the exit doesn’t go as planned with Curt Stevenson
13 May 2025
Contributed by Lukas
Curt Stevenson has had a hugely successful career in tech consulting and entrepreneurship, and has lived through the big ups and some big downs. Curt’...
The Real Estate Professional Life Hack with Jordan Linscombe
06 May 2025
Contributed by Lukas
Jordan Linscombe is a bold entrepreneur and a careful investor. He and his wife Mindi have built up their bridal shop – Something New Boutique – o...
How small buys turned into 7 figures in passive income with Wes Hill
29 Apr 2025
Contributed by Lukas
Wes Hill has been in the real estate game since he was young. And he didn’t start with a trust fund or a legacy – he built his 7-figure passive ...
Moving across the world for the right investment with Francois Braine-Bonnaire
22 Apr 2025
Contributed by Lukas
Francois Braine-Bonnaire knows how to jump on an opportunity. He moved across the world for the perfect investing moment, and it’s paid off. In this...
The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser
15 Apr 2025
Contributed by Lukas
A very special episode – Bob Fraser, co-founder of Aspen Funds (and father of Ben Fraser) is in the hot seat. Bob tells the story of how he has won ...
Invest Like a Billionaire is back!
08 Apr 2025
Contributed by Lukas
Your favorite podcast about winning the alternative investing game is back, with a new focus. Every episode we’ll be taking you inside the portfolio...
184. The future of this podcast
06 Dec 2024
Contributed by Lukas
An update on what's coming up in 2025. How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU Follow Aspen Funds Li...
183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
14 Nov 2024
Contributed by Lukas
Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on effi...
182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
07 Nov 2024
Contributed by Lukas
Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We ...
181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
24 Oct 2024
Contributed by Lukas
This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transaction...
180. Making Homeownership Affordable feat. Frank Rohde
10 Oct 2024
Contributed by Lukas
We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdle...
179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
03 Oct 2024
Contributed by Lukas
Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real esta...
178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
26 Sep 2024
Contributed by Lukas
Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, i...
177. Why You Should Self-Insure Your Business feat. Van Carlson
19 Sep 2024
Contributed by Lukas
We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk manage...
176. Democratizing Access to Flying Private Jets feat. Paul Svensen
12 Sep 2024
Contributed by Lukas
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Paul Svensen, CEO and Founder of Uber...
175. 2024 Financial Freedom Hacks feat. Joey Mure
05 Sep 2024
Contributed by Lukas
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wal...
174. Top Trends to Watch in Industrial Real Estate | Top of Mind
29 Aug 2024
Contributed by Lukas
We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: ...
173. Bringing Transparency to Private Investing feat. Pat Zingarella
22 Aug 2024
Contributed by Lukas
Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech bus...
172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
15 Aug 2024
Contributed by Lukas
Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, jus...
171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
08 Aug 2024
Contributed by Lukas
Kathy Fettke, a renowned real estate investment expert and co-founder of the Real Wealth Network, shares her inspiring journey from being a housewife ...
170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts
01 Aug 2024
Contributed by Lukas
Travis Watts, an experienced full-time passive investor and the Director of Investor Development at Ashcroft Capital, discusses his path from single-f...
169. Avoiding Rookie Investing Mistakes feat. Steve Suh
25 Jul 2024
Contributed by Lukas
With 15 years of experience in private syndications, Steve Suh, Founding Member of Left Field Investors, reveals lessons in his book, "Avoiding R...
168. Inside Look: 2024 Family Office Investments feat. Angelo Robles
18 Jul 2024
Contributed by Lukas
Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by...
167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa
11 Jul 2024
Contributed by Lukas
Neal Bawa, CEO & Founder of UGro and Grocapitus, explores the latest market trends, the repercussions of recent economic changes, and the future l...
166. Opportunities in Venture Debt feat. Jeremy Hill
27 Jun 2024
Contributed by Lukas
Jeremy Hill, Founder and Managing Partner of JB Capital, shares his journey in the alternative investment space, focusing on private credit and corpor...
165. Buy Then Build: WSJ Bestselling Author on Buying Businesses
20 Jun 2024
Contributed by Lukas
Walker Deibel, Founder of Acquisition Lab and Wall Street Journal bestselling author of 'Buy Then Build', joins to discuss the world of entrep...
164. Top 5 Episodes of the First Half of 2024
13 Jun 2024
Contributed by Lukas
Welcome to this recap of our top 5 episodes of the first half of the year. Watch the full episodes below. 1. Replicating Hedge Funds Using Machine L...
163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román
06 Jun 2024
Contributed by Lukas
Dr. Belinda Román, St. Mary's University associate professor, joins to discuss what led to her optimistic forecasts in 2023 and her outlook for 2...
162. Trust Your Gut? The Science of Intuition feat. Sunil Godse
30 May 2024
Contributed by Lukas
Can intuition make you a better investor? Hosted by Ben Fraser, guest Sunil Godse reveals how experiential, relational, situational, and creative intu...
161. Building Wealth Through Business Acquisitions feat. Nick McLean
23 May 2024
Contributed by Lukas
In this episode we discuss strategies for buying and growing businesses, how to choose the best sell-side advisors, and actionable insights for all bu...
160. How Data Analytics is Revolutionizing Horse Racing feat. Jeff Seder
16 May 2024
Contributed by Lukas
Explore horse racing's new frontier with Jeff Seder of EQB. Discover his groundbreaking Moneyball-inspired tactics, challenging pedigree norms for...
159. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott
09 May 2024
Contributed by Lukas
We discuss the use of machine learning to create products that replicate the index returns of alternative investments. We talk about the impact on hed...
158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath
02 May 2024
Contributed by Lukas
Legendary tennis coach Rick Macci and co-author Nivedita Uberoi Jerath discuss the mindset that separates regular individuals from world champions. Fr...
157. Understanding Interval Funds feat. Kimberly Ann Flynn
25 Apr 2024
Contributed by Lukas
We discuss a niche in the alternative market, interval funds & closed-end funds. Kimberly Ann Flynn, Founder of XA Investments and a seasoned MBA ...
156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
18 Apr 2024
Contributed by Lukas
In this episode, we have a very insight conversation on wealth-building and preservation with financial expert Whitney Elkins-Hutten. She shares inval...
155. Moving from Passive to Active Investor feat. Seth Bradley
11 Apr 2024
Contributed by Lukas
In this episode, we have a fascinating conversation with Seth Bradley who is the Chief Legal Officer at TribeVest. We dive deep into the insights from...
154. Helicopter Financing 101 feat. Matt Rothschild
04 Apr 2024
Contributed by Lukas
Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks...
153. Private Credit Masterclass - Part 2 feat. Anton Mattli
28 Mar 2024
Contributed by Lukas
Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investin...
152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
25 Mar 2024
Contributed by Lukas
We discuss the latest insights on the Fed's rate sentiment and its impact on the market. Are investors prepared for potential rate changes? Tune i...
151. Private Credit Masterclass - Part 1 feat. Anton Mattli
21 Mar 2024
Contributed by Lukas
How can you seize the unique opportunity in private credit investing? Dive into our latest episode, Part 1 of our Private Credit Masterclass! Join us ...
150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
14 Mar 2024
Contributed by Lukas
Discover the importance of corporate transparency with attorneys Garrett and Ted Sutton of Corporate Direct, Inc. Unpack the implications of the Corpo...
149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
11 Mar 2024
Contributed by Lukas
Learn about what happened to the $700B of commercial real estate loans that were set to mature last year, and what it means for the CRE market in 2024...
148. Discounted Roth Conversions feat. Keith Blackborg
07 Mar 2024
Contributed by Lukas
Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore fi...
147. Replay: The Wide World Of Passive Real Estate Investing
04 Mar 2024
Contributed by Lukas
Originally published September 30, 2021. Curious about investing in real estate without the headaches? Discover how passive real estate investment op...
146. How to Review a Deal Proforma - Part 2 | Top of Mind
29 Feb 2024
Contributed by Lukas
Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportu...
145. How to Review a Deal Proforma - Part 1 | Top of Mind
26 Feb 2024
Contributed by Lukas
Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifami...
144. Life Settlements Demystified feat. Anne Buchanan
22 Feb 2024
Contributed by Lukas
Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan...
143. Investors Are Almost Always Wrong About Rates | Top of Mind
19 Feb 2024
Contributed by Lukas
Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about w...
142. Unlocking Travel with Residence by Investment feat. Dominic Volek
15 Feb 2024
Contributed by Lukas
Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, l...