Invest Like a Billionaire

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 prices over the last year, and discuss Nikolas’ forecast for housing in 2022. Nikolas believes we are at a transition point in the market, and discusses how inflation, interes...

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. In this episode, Bob and Ben dive into different asset classes relative to inflation. They cover the historical performance of asset classes in high-inflation and talk throu...

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 before they became popular. In this passive investor spotlight, we dive into how Todd's story, how his analysis led him to mobile home parks, the best strategies for earning m...

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 gold mining history valued at $32 billion dollars. In this episode, Bob and Ben ask the hard-hitting questions, like what are the pros and cons of gold as an asset class? Does go...

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 franchisor, shares his deep insights into the space. Having helped 1,000+ people find great opportunities that meet their lifestyle goals, Erik shares his golden nuggets on w...

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 Investing, Whitney Elkins-Hutten, to learn more about passive investing and growing your assets. Whitney wholeheartedly believes that she’s living proof of just how successfu...

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 opportunities enter the mix – in particular, private REITs and private equity. These new opportunities have investors increasingly asking questions about the distinguishing factors a...

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 trusts, and how entrepreneurs and business owners can benefit from the extra protection they provide. Curious to hear the biggest financial threats that entrepreneurs and investo...

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 best conversations and interviews. Plus, a little sneak preview of what's to come in 2022! Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.c...

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 in to hear Ryan share about how he approaches financial advising and legacy planning through the lens of alts. Sign up for the Future Billionaires Newsletter! 📨 https://www.t...

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. Learn how he built his investment portfolio through single family rentals in the Southeast U.S. François has also helped over 200 international clients invest in US real estate...

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 consequence of "The Great Resignation." Learn about why this is happening, why this is mostly a US phenomenon, and what this means for investors. A must-listen! Sign up for the Fut...

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 their tax liability to keep more of their wealth. Sign up for the Future Billionaires Newsletter! 📨 https://www.thebillionairepodcast.com/newsletter Invest Like a Billionaire po...

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, despite many advantages of private alts, including greater diversification & potentially higher returns than the public market. Sign up for the Future Billionaires Newsle...

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 Pederson, founder of Verivest, has made it his professional mission to bridge the gap between investors and sponsors, alleviating some of the headaches of finding trustworthy...

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 evaluating opportunities. His view of economic thought has changed over time, and many of his perspectives are contrarian to mainstream thought. Join us as we jump into a discu...

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 real estate investors can leverage it. Brandon Bruckman's firm facilitates 1031 exchanges and DST investments for their clients. He has a diverse background in hedge funds, rea...

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 opportunities. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’ll dive...

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 totaling $4B, shares his insight on the future of the office and retail sectors and where there is opportunity ahead. Sign up for the Future Billionaires Newsletter! 📨 https://...

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 institutional investors use this asset class to protect against volatility while also achieving diversification and high returns. Join in the conversation as Ben and Bob pull back...

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 alternatives. In our passive investor spotlight series, we talk with individuals who have had success investing passively in alternative investments. Throughout this series, we’l...

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 and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Lear...

While most investors get excited about the idea of investing in real estate, that excitement quickly dissipates when they imagine buying rental properties and then dealing with difficult tenants and property maintenance issues. Thankfully, in the last decade there’s been a massive shift in the democratization of investing in real estate. Investors can now invest passively in a variety of real...

Most investors don’t know that there is a huge gap between how the ultra-wealthy invest compared to the average individual investor. The ultra-wealthy (billionaires, institutions and family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity & hedge funds. Meanwhil...