343: Current Real Estate Trends with Ben Fraser

Wealth Matters By Alpesh Parmar

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.

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