343: Current Real Estate Trends with Ben Fraser

Ben is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the box investments. Prior to joining Aspen, Ben served as a Commercial Lender at First Business Bank, one of the top SBA lenders in the nation. There, he specialized in government-backed loan originations, specifically SBA and USDA loans. Before that, he worked as a Commercial Credit Underwriter for Crossfirst Bank, where he personally underwrote over $125MM in C&I and CRE loans across various industries. Ben also has experience working in the asset management industry, having served as a key member of the team at Tortoise Capital Advisors. At Tortoise, he helped grow institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben is the co-host of the “Invest like a Billionare” podcast where he joins his father, Bob and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 01:51) Opening Segment - Ben is introduced as the guest Hosts - Ben shares something interesting about himself (01:51 - 35:32) Current Real Estate Trends - What are some lesser-known alternative investments that can diversify a portfolio and potentially enhance wealth? - What are the most common mistakes people make when planning for their financial future, and how can they avoid them? - How has the real estate market evolved, and what opportunities exist for wealth creation in today's market? - What is the importance of asset allocation, and how should individuals tailor their portfolios to their risk tolerance and financial goals? - What are the latest trends in wealth management and financial planning, and how can listeners stay ahead in this ever-changing landscape? - In what ways can investors work with Aspen Funds? (35:32 - 38:20) Fire Round - Ben shared if she would change his investment strategy - Ben also shares his favorite Finance, real estate book, or any related book - Also Ben shared about the website and tools that he can recommend - Ben's advice to beginner investors - Also shared how he gives back (38:20 - 38:57) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check us out at: Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tiktok: @wealthmatrs⁠⁠⁠⁠⁠