Episodes
March 31, 2022
28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy
Though headlines touting the apocalypse of retail real estate have been frequent over the past few years, our guests today take a contrarian view. With the long-term impact of e-commerce changing consumers' buying preferences...
March 24, 2022
27. The Future Of Alternatives From A Global Perspective w/ Shifra Ansonoff - Pt. 1
Shifra Ansonoff is the Global Head of Research at Preqin , the premier alternative investment data analytics firm, with more than 1,000 employees around the world. In this episode, Shifra shares in-depth data about the projec...
March 17, 2022
26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA
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, Greg talks about his experience taking an endowment he work for from 0% t...
March 10, 2022
25. 2022 Housing Market Forecast w/ Nikolas Scoolis
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 deep into the supply/demand imbalance, what caused the massive run up in ...
March 3, 2022
24. Where You Should Invest in a High-Inflation Environment
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 time where your investments can benefit. How you fare depends on how you invest...
Feb. 17, 2022
23. Passive Investor Spotlight #4 - High Tech Career to Mobile Home Parks w/ Todd Sulzinger
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 evaluating where to put some of his capital, he discovered mobile home parks, long ...
Feb. 10, 2022
22. State of Gold: Passive Investing in Gold Streaming w/ David Garofalo
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 businesses across multiple continents, and has led the largest merger in gol...
Feb. 3, 2022
21. Growing Your Wealth Through Owning Franchises - Interview w/ Erik Van Horn
Most of the ultra-wealthy became so by owning businesses. One proven way to own a business is through franchising. Erik Van Horn, franchising specialist and expert in multi-unit, multi-brand ownership as both a franchisee and...
Jan. 27, 2022
20. Journey from Active to Passive Investor - Interview w/ Whitney Elkins-Hutten
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 are back with real estate maven and director of Investor Education at Passive...
Jan. 20, 2022
19. The Definitive Breakdown Of REITs vs. Private REITs
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 passed in 2016, we have seen a flood of new real estate investment opportu...
Jan. 13, 2022
18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day
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, but that all can access easily. Kevin dives into irrevocable and offshore tru...
Dec. 23, 2021
17. Podcast Recap - Our Top Highlights So Far
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 to the podcast, this episode will give you a quick peek into some of our be...
Dec. 23, 2021
16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson
A financial advisor for HNW families, Ryan Parson looks at not just stocks and bonds, but also private equity and other alternatives. Parson spent years in the financial education space, and went deep into alternatives. Tune ...
Dec. 16, 2021
15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire
On this show segment, we interview successful passive investors about their journey's investing in private alternative investments. Join us on this episode with French entrepreneur turned investor, François Braine-Bonnaire. L...
Dec. 2, 2021
13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors
Recent inflation numbers are causing alarm bells to go off, making investors scramble to determine how best to prepare. Bob & Ben break down the underlying factors causing this spike in inflation, and the unintended consequen...
Nov. 24, 2021
12. How Billionaires Pay Less In Taxes Than Average Americans
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, find out the strategies billionaires use to legally and routinely lower the...
Nov. 18, 2021
11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright
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 Josh loves private alternatives and why most financial advisors avoid them,...
Nov. 11, 2021
10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson
One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Peder...
Nov. 4, 2021
09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson
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 asset classes, Hunter's economic perspective shapes much of his strategy for e...
Oct. 28, 2021
08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman
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 strategy is unique to real estate, and today's guest will be sharing how all r...
Oct. 21, 2021
07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer
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 share ideas, connections, and resources to unlock access to more opportuniti...
Oct. 15, 2021
06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache
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 sales for 40 years. This 38-time top ten producer, involved in transactions to...
Oct. 12, 2021
05. Hedge Fund Investments & When They Make Sense
The final category of passive alternative investments that the ultra-wealthy leverage is hedge funds. The larger and more sophisticated the investors, the more they like hedge funds. Ben Fraser and Bob Fraser discuss how inst...
Oct. 8, 2021
04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte
In this interview we hear from attorney and passive investor Dan Schulte. Schulte was the former general counsel for a multi billion-dollar money manager and has invested significantly in private venture capital and other alt...