Aspen Funds

Full interview: https://lnkd.in/gQWK6nra Frank Rohde CEO of Ownify, shares how his innovative fractional ownership model helps first-time homebuyers overcome mortgage barriers while offering unique opportunities for both buyers and investors. This week in Invest Like a Billionaire podcast with Ben Fraser we discuss: - How Ownify is reimagining homeownership by creating new pathways for first-time homebuyers to invest in real estate - How fractional ownership bypasses traditional mortgage hurdles - The generational challenges of home buying

Full interview: https://lnkd.in/gYrHNnrU Ryan Carriere, CPA is a co-host of Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA PLLC. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - Effective tax strategies for real estate investors - The benefits and nuances of real estate professional status - The short-term rental 'loophole' Ryan also discussed how active and passive investors can maximize tax efficiency.

Full interview: https://lnkd.in/gBnCB59W Mark Miller CEO is a best-selling author and President and CEO of Hilton Tax & Wealth Advisors. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - The wealth management strategies used by the ultra-wealthy - His books, 'Hilton Wealth: How to Invest Like an American Dynasty' and 'The Tax-Free Business Owner,' and highlights the importance of safety, patience, low-volatility investing, and tax mitigation - How high net worth individuals can access advanced financial planning concepts Mark also discussed the  evolution of investment opportunities for a broader audience.

Full interview: https://lnkd.in/g4vaq4uZ Van Carlson is a risk management expert with nearly 30 years of experience and Founder and CEO of SRA 831(b) Admin. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - The often-overlooked 831(b) tax code - How 831(b) can help business owners self-insure risks and use tax-deferred dollars for future uncertainties - The mechanics of setting up an 831(b) plan Van also discussed the importance of risk management, and how this tax code came into existence.

Full interview: https://lnkd.in/gDDgDsT5 Paul Svensen is an expert in private aviation and the CEO and Founder of UberJets. He joined the Invest Like a Billionaire podcast with Ben Fraser to discuss: - His insights on the business model - The benefits for aircraft owners - How the platform is disrupting traditional fractional ownership models - The future of private aviation Listen here ⬇️ Spotify: https://lnkd.in/gY_UeZrh Apple: https://lnkd.in/gQMdGWSf

Full interview: https://lnkd.in/g-Dr7dfi Joey Mure, Co-Founder of Wealth Without Wall Street, spent 11 years in the mortgage business before transitioning to finance in 2014. By 2021, he and his business partner generated $1.2 million in passive income, with over $50,000 in personal monthly income. He joined the Invest Like a Billionaire podcast with Ben Fraser to discuss: - His journey from the corporate world to achieving financial freedom through passive income - His insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alternative investments - The importance of financial education and debt management - The Wealth Without Wall Street GPS (Goal, Plan, Support) model for achieving financial independence Listen here ⬇️ Spotify: https://lnkd.in/gPBJVMQJ Apple: https://lnkd.in/gAW6GWuE

Full interview: https://lnkd.in/gVYTSGuz Bob Fraser and Ben Fraser joined this week to discuss: - The latest insights and trends in the U.S. industrial real estate sector - The compelling data from Newmark Zimmer showing significant increases in construction and job announcements in the U.S. - The long-term mega trends affecting industrial assets Listen here ⬇️ Spotify: https://lnkd.in/gHXR6g3N Apple: https://lnkd.in/gyQDDaTE

📣 NEW INDUSTRIAL DEAL LAUNCH ALERT. Register here: https://lnkd.in/gxUzxXzy Join us tomorrow 8/29 for a live webinar and Q&A with Ben Fraser, Chief Investor Officer. Learn how this development—featuring two Class A industrial buildings—positions you to capitalize on the booming U.S. manufacturing sector. We’ll explore our targeted 20-25% annualized returns, discuss the strong yield on cost, and explain why this is a prime opportunity for your portfolio.

📣 NEW INDUSTRIAL DEAL LAUNCH ALERT. Join us this Thursday 8/29 for a live webinar and Q&A with Ben Fraser, Chief Investor Officer. Learn how this development—featuring two Class A industrial buildings—positions you to capitalize on the booming U.S. manufacturing sector. We’ll explore our targeted 20-25% annualized returns, discuss the strong yield on cost, and explain why this is a prime opportunity for your portfolio.

Full interview: https://lnkd.in/gTrEVf_z This week on "Billionaire Braintrust," Carol Pepper of Pepper International Family Office, joins Steve Woodruff, CFP®  to discuss the unique investment strategies and mindsets of the ultra-wealthy, critical topics such as: - Her insights on founding family offices, - The benefits of external CIOs, and the importance of independent, conflict-free advice, - and strategic asset allocation, including the roles of cash, beta, and alpha in investment portfolios Catch the full series featuring exclusive interviews with billionaires and the key players in their organizations. Full series: https://lnkd.in/gtViaFbC