343: Current Real Estate Trends with Ben Fraser
Ben is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature
\nwith 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.
\nBen 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
\nmanaged 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.
\nBen is the co-host of the \u201cInvest like a Billionare\u201d 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.
\n*DISCLAIMER - We are not giving any financial advice. Please DYOR*
\n(00:00 - 01:51) Opening Segment
\n- Ben is introduced as the guest Hosts
\n- Ben shares something interesting about himself
\n(01:51 - 35:32) Current Real Estate Trends
\n- What are some lesser-known alternative investments that can diversify a portfolio and potentially enhance wealth?
\n- What are the most common mistakes people make when planning for their financial future, and how can they avoid them?
\n- How has the real estate market evolved, and what opportunities exist for wealth creation in today's market?
\n- What is the importance of asset allocation, and how should individuals tailor their portfolios to their risk tolerance and financial goals?
\n- What are the latest trends in wealth management and financial planning, and how can listeners stay ahead in this ever-changing landscape?
\n- In what ways can investors work with Aspen Funds?
\n(35:32 - 38:20) Fire Round
\n- Ben shared if she would change his investment strategy
\n- Ben also shares his favorite Finance, real estate book, or any related book
\n- Also Ben shared about the website and tools that he can recommend
\n- Ben's advice to beginner investors
\n- Also shared how he gives back
\n(38:20 - 38:57) Closing Segment
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