Watch Bob and Ben latest Private Credit Masterclass feat. Anton Mattli

Episodes

March 28, 2024

153. Private Credit Masterclass - Part 2 feat. Anton Mattli

Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investing. In this episode, we continue our discussion with special guest Anton Mat...

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March 25, 2024

152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind

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 in as we break down market reactions and investor strategies. Wall Street Journa...

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March 21, 2024

151. Private Credit Masterclass - Part 1 feat. Anton Mattli

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 as we demystify this opportunity with special guest Anton Mattli, CEO of PE...

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March 14, 2024

150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton

Discover the importance of corporate transparency with attorneys Garrett and Ted Sutton of Corporate Direct, Inc. Unpack the implications of the Corporate Transparency Act, a game-changer for over 30 million U.S. entities, in...

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March 11, 2024

149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind

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. Globe Street Article - https://www.globest.com/2024/02/20/about-multifami...

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March 7, 2024

148. Discounted Roth Conversions feat. Keith Blackborg

Keith Blackborg CPA shares his journey to becoming work optional by 30. Discover exclusive insights into viewing your wealth as a business, explore five powerful strategies used by billionaires, and learn about a discounted r...

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March 4, 2024

147. Replay: The Wide World Of Passive Real Estate Investing

Originally published September 30, 2021. Curious about investing in real estate without the headaches? Discover how passive real estate investment opens doors to hassle-free opportunities. Let's explore the wide world of pass...

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Feb. 29, 2024

146. How to Review a Deal Proforma - Part 2 | Top of Mind

Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently. Connect with Ben Fraser on LinkedIn ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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Feb. 26, 2024

145. How to Review a Deal Proforma - Part 1 | Top of Mind

Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities. Connect with Ben Fraser on LinkedIn ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

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Feb. 22, 2024

144. Life Settlements Demystified feat. Anne Buchanan

Learn the unique history of the secondary market for life insurance (aka, life settlements or viatical settlements). Join Ben Fraser and Anne Buchanan from Preston Capital as they uncover the intricacies of this asset class, ...

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Feb. 19, 2024

143. Investors Are Almost Always Wrong About Rates | Top of Mind

Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions. Wall Street J...

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Feb. 15, 2024

142. Unlocking Travel with Residence by Investment feat. Dominic Volek

Discover how to secure a second residence while investing abroad with Dominic Volek. From exploring diverse travel opportunities to legacy planning, learn about the myriad options available in investment programs across the w...

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Feb. 12, 2024

141. The Banks Are Not Okay | Top of Mind

Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash. Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/ Connect with B...

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Feb. 8, 2024

140. Maximizing The Value of Your Business Before Selling

If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objec...

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Feb. 5, 2024

139. Election Year: What Will the Fed Do? | Top of Mind

Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors. Connect wit...

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Feb. 1, 2024

138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes

Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth. Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are ...

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Jan. 25, 2024

137. Niche Assets: Tax Receivable Agreements feat. Andy Lee

Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making alloca...

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Jan. 18, 2024

136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

Josh Zeigelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity w...

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Jan. 15, 2024

135. Invest Like a Billionaire, Best of 2023 | A Recap Special

Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebilliona...

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Dec. 28, 2023

134. Advanced Tax Saving Strategies feat. Keystone CPA

Experts Amanda Han and Matt MacFarland of Keystone CPA 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 eB...

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Dec. 21, 2023

133. Overview of Real Estate & Economic Updates feat. John Chang

In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss t...

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Dec. 18, 2023

132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?

Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates. Connect with...

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Dec. 14, 2023

131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt

Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a su...

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Dec. 11, 2023

130. Replay: How the Wealthy Invest & the Alternative Investment Continuum

Originally published September 23, 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...

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