Invest Like a Billionaire
Episodes
41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest
07 Jul 2022
Contributed by Lukas
Investing with friends and family can be a great way to pool resources and make big investments, while spreading out the risk. But it's important to s...
40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year
30 Jun 2022
Contributed by Lukas
In this week's episode Bob Fraser discusses the future of inflation, CRE cap rates, housing sales volume and prices, if a recession is about to happen...
39. [International Mini-Series] Investing In Emerging Markets W/ Ladislas Maurice
16 Jun 2022
Contributed by Lukas
Ladislas Maurice, dubbed the “Wandering Investor,” called his corporate career quits to travel the world in search of investing opportunities. Foc...
38. Collectibles, Comic Books & Music Royalties - How to Evaluate Modern Alternatives With Stefan von Imhof
09 Jun 2022
Contributed by Lukas
Stefan von Imhof is the co-founder of alts.co, and is an investor in “modern” alternatives. Stefan talks about investing in newer assets like...
37. Passive Investor Spotlight #5: Buying Your Time Back w/ Justin Donald
02 Jun 2022
Contributed by Lukas
Justin Donald, author of The Lifestyle Investor, has been named the “Investment World’s New Warren Buffett.” Justin joins Bob and Ben to talk ab...
36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb
26 May 2022
Contributed by Lukas
On the heels of our latest Top of Mind episode on retail real estate, this episode dives into a unique area of retail, neighborhood strip centers, wit...
35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?
23 May 2022
Contributed by Lukas
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-commerc...
34. Investing In Rare Coins With Dana Samuelson
19 May 2022
Contributed by Lukas
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...
33. Transitioning from Private Equity to Private Debt W/ Jeremy Goff
12 May 2022
Contributed by Lukas
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 ...
32. Inflation, Cap Rates, The Fed... Are We Headed For Recession? Interview w/ John Chang
05 May 2022
Contributed by Lukas
John Chang is the National Director of Research at Marcus & Millichap, one of the largest CRE brokerages in the country. John goes deep into ...
31. Where’s The Best Place To Invest $100K? Interview w/ Hunter Thompson
28 Apr 2022
Contributed by Lukas
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...
30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott
21 Apr 2022
Contributed by Lukas
J Scott is a former tech guy who accidentally fell into real estate. Starting with flipping 400+ houses, he focused his experience scaling busine...
29. Real Estate Trends Deep Dive with Global Research Analyst Shifra Ansonoff - Pt. 2
07 Apr 2022
Contributed by Lukas
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 tren...
28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy
31 Mar 2022
Contributed by Lukas
Though headlines touting the apocalypse of retail real estate have been frequent over the past few years, our guests today take a contrarian view. Wit...
27. The Future Of Alternatives From A Global Perspective w/ Shifra Ansonoff - Pt. 1
24 Mar 2022
Contributed by Lukas
Shifra Ansonoff is the Global Head of Research at Preqin, the premier alternative investment data analytics firm, with more than 1,000 employees ...
26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA
17 Mar 2022
Contributed by Lukas
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...
25. 2022 Housing Market Forecast w/ Nikolas Scoolis
10 Mar 2022
Contributed by Lukas
Nikolas Scoolis is the Manager of Housing Economics at Zonda Research, the #1 provider of housing economic data in the U.S. In this episode, they dive...
24. Where You Should Invest in a High-Inflation Environment
03 Mar 2022
Contributed by Lukas
Inflation is not neutral. It’s a transfer of wealth from savers to borrowers. It’s a time where you can lose purchasing power of your money, or a ...
23. Passive Investor Spotlight #4 - High Tech Career to Mobile Home Parks w/ Todd Sulzinger
17 Feb 2022
Contributed by Lukas
Todd Sulzinger started out with a high-powered career in Silicon Valley, but found he wanted more control over his life and what he did. When evaluati...
22. State of Gold: Passive Investing in Gold Streaming w/ David Garofalo
10 Feb 2022
Contributed by Lukas
David Garofalo, former CEO of Goldcorp Inc, has 30 years of experience in the creation and growth of over 15 multi-billion dollar sustainable mining b...
21. Growing Your Wealth Through Owning Franchises - Interview w/ Erik Van Horn
03 Feb 2022
Contributed by Lukas
Most of the ultra-wealthy became so by owning businesses. One proven way to own a business is through franchising. Erik Van Horn, franchising speciali...
20. Journey from Active to Passive Investor - Interview w/ Whitney Elkins-Hutten
27 Jan 2022
Contributed by Lukas
How do you start generating income from your investments and how do you transition that into a flow of passive income? Ben Fraser and Jim Maffuccio ar...
19. The Definitive Breakdown Of REITs vs. Private REITs
20 Jan 2022
Contributed by Lukas
Public REITs have been a popular way to invest in Real Estate since the 1970s, with around $1.4 trillion in investor cash. But ever since the JOBS Act...
18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day
13 Jan 2022
Contributed by Lukas
One of the nation's top asset-protection attorneys, Kevin Day, shares the keys to asset protection and privacy planning that the ultra-wealthy use, bu...
17. Podcast Recap - Our Top Highlights So Far
23 Dec 2021
Contributed by Lukas
As we close out the year, Bob and Ben take a few minutes to share some of their highlights from interviews on the podcast since launch. If you're new ...
16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson
23 Dec 2021
Contributed by Lukas
A financial advisor for HNW families, Ryan Parson looks at not just stocks and bonds, but also private equity and other alternatives. Parson spent yea...
15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire
16 Dec 2021
Contributed by Lukas
On this show segment, we interview successful passive investors about their journey's investing in private alternative investments. Join us on this ep...
13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors
02 Dec 2021
Contributed by Lukas
Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the u...
12. How Billionaires Pay Less In Taxes Than Average Americans
24 Nov 2021
Contributed by Lukas
Recent data on the tax returns of America's wealthiest reveals just how little they actually pay in taxes. Whatever your opinion on current tax laws, ...
11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright
18 Nov 2021
Contributed by Lukas
Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why ...
10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson
11 Nov 2021
Contributed by Lukas
One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about eva...
09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson
04 Nov 2021
Contributed by Lukas
Hunter Thompson has been in the private equity world for over a decade, raising over $50M in investor capital. Having invested in many real estate ass...
08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman
28 Oct 2021
Contributed by Lukas
One of the primary tools the ultra-wealthy use to defer taxes and maximize their investments in real estate is 1031 exchanges. This tax-advantaged str...
07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer
21 Oct 2021
Contributed by Lukas
Tune in to hear Jim Pfeifer share his vast experience investing passively. Pfeifer is a full-time investor, who also built a large investor group to s...
06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache
15 Oct 2021
Contributed by Lukas
To learn what’s happening in different sectors of commercial real estate in a post-pandemic world, we spoke with Gary Stache, an EVP in investment s...
05. Hedge Fund Investments & When They Make Sense
12 Oct 2021
Contributed by Lukas
The final category of passive alternative investments that the ultra-wealthy leverage is hedge funds. The larger and more sophisticated the investors,...
04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte
08 Oct 2021
Contributed by Lukas
In this interview we hear from attorney and passive investor Dan Schulte. Schulte was the former general counsel for a multi billion-dollar money mana...
03. Intro To Venture Capital & Private Equity Investing
30 Sep 2021
Contributed by Lukas
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-weal...
02. The Wide World Of Passive Real Estate Investing
30 Sep 2021
Contributed by Lukas
While most investors get excited about the idea of investing in real estate, that excitement quickly dissipates when they imagine buying rental proper...
01. How the Wealthy Invest & the Alternative Investment Continuum
23 Sep 2021
Contributed by Lukas
Most investors don’t know that there is a huge gap between how the ultra-wealthy invest compared to the average individual investor. The ultra-wealt...