Videos

We discuss a niche in the alternative market, interval funds & closed-end funds. Kimberly Ann Flynn, Founder of XA Investments and a seasoned MBA from Harvard, shares her expertise in this market. We talk about her journey, how private credit and real estate interact with interval funds generating yields north…

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Building a safety net for emergencies is crucial. #investing @investlikeabillionairepodcast

The questions you need to be asking before you build wealth. #investing

In this episode, we have a very insightful conversation on wealth-building and preservation with financial expert Whitney Elkins-Hutten. She shares invaluable tips and strategies honed from over 20 years of private investing, consulting, and leading companies. 00:00 Introduction to Wealth Building 03:35 Avoiding Investment Traps 07:12 Empowerment & Ownership 11:24…

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 someone who's seen both sides of the investment world - from passive strategies to active capital raising. We also discuss the red and yellow…

Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks, benefits, tax advantages, and future trends. 0:00 Introduction 5:50 What is Helicopter Financing 8:33 Selling, Leasing & Opportunities 11:18 Comparison with Jet Ownership 12:29 Real Estate Analogy 14:46 Types of Helicopter…

What's the health of banks? Discover why banks are feeling the squeeze in the current market environment. Anton Mattli explains the opportunities arising from tightening credit for accredited investors. Download the slides and watch the full private credit masterclass at https://www.privatecreditmasterclass.com/sign-up

What happens when multifamily loans are overpaid? Learn why nearly 1/3 of loans with origination cap rates below 4% are at risk of not qualifying for refinancing. Download the slides and watch the full private credit masterclass at https://www.privatecreditmasterclass.com/sign-up

Given that over $160B troubled multifamily loans are maturing soon plus surging debt costs and vacancies are posing challenges for operators, long-term demand is strong and millennials are driving household formation. How can investors respond to multifamily's current state, challenges, and opportunities? Download the slides and watch the full private…

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 Mattli, CEO of PEAK Financing, exploring strategies like bridge financing and loan assumptions. Discover key…

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 Journal Articles ⁠https://www.wsj.com/economy/central-banking/the-feds-conundrum-interest-rates-are-both-too-highand-too-low-f05a9d3a⁠ ⁠https://www.wsj.com/livecoverage/fed-meeting-fomc-interest-rate-decision-march-2024/card/why-the-fed-s-dots-are-the-center-of-attention-this-week-7crEXy9sPrMvklO7CZSD⁠ Connect with Bob Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/bobfraser10/⁠⁠ Connect with Ben…

Master key underwriting factors that separate good vs. bad private credit deals and the world of private credit in our latest educational masterclass. Learn who it's for, how to navigate its different types, and why it's crucial for investors in 2024. https://www.privatecreditmasterclass.com/sign-up

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 PEAK Financing. In this Masterclass, you'll learn about what Private Credit is and…

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, including LLCs. Don't miss this essential episode for LLC owners and managers! 0:00 Introduction 3:03 Garrett Sutton's Legal…

Learn the truth behind $700 billion of commercial real estate loans. Watch the full episode at https://youtu.be/0OFy22pqyhM?si=Sj-cxNtOUiMiffEJ Listen to the full episode at https://www.thebillionairepodcast.com/149-where-did-700b-in-maturing-cre-loans-go-top-of-mind/

Predictable revenue streams drive business value. Channing Hamlet

Lack of buyer data hampers premium pricing. Channing Hamlet

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-multifamilys-tightening-performance-between-top-bottom-markets/ Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like…

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 rollover conversion for IRA and 401k investors. 00:00 Introduction and Guest Introduction 00:27 Billionaire Strategies Overview…

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 passive real estate investing together! 00:00 Intro to Real Estate Investing 04:09 Different Investment Approaches Explained 07:55 Pros and…

Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently. 00:00 Introduction 01:45 Business Plan Evaluation: Market Rents 03:21 Financial Ratios and Metrics 04:50 Property Valuation: Cap Rate 07:24 Exit Cap Rates Impact 09:48 Yield on…

We are so glad to feature Joey Mure and Russ Morgan of Wealth Without Wall Street at this Legacy Wealth Summit. They will help you discover how to create your own banking system for investment funding, plus the VIP Investor DNA Lunch and Post-Event Mastermind. VIP Lunch Workshop with Investor…

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. 00:00 Introduction 02:19 How to Review an Underwriting File 02:46 Addressing Common Investor Concerns 03:15 Speaker's Background in Underwriting 03:47 Importance of Adjusting Returns…