Aspen Funds

Valuation in Industrial RE isn’t guesswork—it’s about looking at the right metrics, knowing the trends, and understanding how they fit together. Here’s a quick tour of the industrial real estate metrics you need to watch.

Full interview: https://lnkd.in/ghW-5EtE This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. Brett is the Founder of Capital Gains Tax Solutions and an expert in Deferred Sales Trusts (DSTs). He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - His journey as a real estate broker and how he discovered the revolutionary concept of DSTs amidst the financial recession of 2009 - The benefits of DSTs - How DSTs can protect and defer capital gains taxes beyond just real estate, and practical examples of clients who have successfully utilized this strategy - The common misconceptions, legalities, and the flexibility of DSTs compared to traditional 1031 exchanges, emphasizing their potential to provide more options and control over investment decisions

Full interview: https://lnkd.in/gYa6DY7S This week on "Billionaire Braintrust," Andrew Eberhart of Wingspan Capital, joins Steve Woodruff, CFP® to discuss the strategic focus on alternative investments, which many family offices are increasingly adopting. Andrew shares insights into aspects like private credit, real assets, and emerging investment themes intersecting Silicon Valley and the Department of Defense. Catch the full series featuring exclusive interviews with billionaires and the key players in their organizations. Full series: https://lnkd.in/gtViaFbC

Full interview: https://lnkd.in/gecQ9PNy This week on "Billionaire Braintrust," Marques Colston of Champion Venture Partners, joins Steve Woodruff, CFP®  to discuss the recent trends shaping sports investment, including growing interest in women's sports such as the WNBA and NWSL. Catch the full series featuring exclusive interviews with billionaires and the key players in their organizations. Full series: https://lnkd.in/gtViaFbC

Full interview: https://lnkd.in/gQWK6nra Frank Rohde CEO of Ownify, shares how his innovative fractional ownership model helps first-time homebuyers overcome mortgage barriers while offering unique opportunities for both buyers and investors. This week in Invest Like a Billionaire podcast with Ben Fraser we discuss: - How Ownify is reimagining homeownership by creating new pathways for first-time homebuyers to invest in real estate - How fractional ownership bypasses traditional mortgage hurdles - The generational challenges of home buying

Full interview: https://lnkd.in/gYrHNnrU Ryan Carriere, CPA is a co-host of Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA PLLC. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - Effective tax strategies for real estate investors - The benefits and nuances of real estate professional status - The short-term rental 'loophole' Ryan also discussed how active and passive investors can maximize tax efficiency.

Full interview: https://lnkd.in/gBnCB59W Mark Miller CEO is a best-selling author and President and CEO of Hilton Tax & Wealth Advisors. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - The wealth management strategies used by the ultra-wealthy - His books, 'Hilton Wealth: How to Invest Like an American Dynasty' and 'The Tax-Free Business Owner,' and highlights the importance of safety, patience, low-volatility investing, and tax mitigation - How high net worth individuals can access advanced financial planning concepts Mark also discussed the  evolution of investment opportunities for a broader audience.

Full interview: https://lnkd.in/g4vaq4uZ Van Carlson is a risk management expert with nearly 30 years of experience and Founder and CEO of SRA 831(b) Admin. He joined the Invest Like a Billionaire podcast with Ben Fraser this week to discuss: - The often-overlooked 831(b) tax code - How 831(b) can help business owners self-insure risks and use tax-deferred dollars for future uncertainties - The mechanics of setting up an 831(b) plan Van also discussed the importance of risk management, and how this tax code came into existence.

Full interview: https://lnkd.in/gDDgDsT5 Paul Svensen is an expert in private aviation and the CEO and Founder of UberJets. He joined the Invest Like a Billionaire podcast with Ben Fraser to discuss: - His insights on the business model - The benefits for aircraft owners - How the platform is disrupting traditional fractional ownership models - The future of private aviation Listen here ⬇️ Spotify: https://lnkd.in/gY_UeZrh Apple: https://lnkd.in/gQMdGWSf

Full interview: https://lnkd.in/g-Dr7dfi Joey Mure, Co-Founder of Wealth Without Wall Street, spent 11 years in the mortgage business before transitioning to finance in 2014. By 2021, he and his business partner generated $1.2 million in passive income, with over $50,000 in personal monthly income. He joined the Invest Like a Billionaire podcast with Ben Fraser to discuss: - His journey from the corporate world to achieving financial freedom through passive income - His insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alternative investments - The importance of financial education and debt management - The Wealth Without Wall Street GPS (Goal, Plan, Support) model for achieving financial independence Listen here ⬇️ Spotify: https://lnkd.in/gPBJVMQJ Apple: https://lnkd.in/gAW6GWuE