Ken McElroy and Bob Fraser took questions from a live audience at an Invest Like a Billionaire book launch event this summer. We’re bringing that Q&A to the feed because it has a lot to say about the current state of real estate, especially multifamily, from two experienced real estate investors. 

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

Check out Ben & Bob’s company and invest along at https://aspenfunds.us/

Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. 

He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect global supply chains.

Christian joins the podcast this week to talk about what he’s seen over his decades in the industry, and why this moment is so unique in the history of cross-border collaboration.

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

It’s that time of year again, when we get calls from high earners with W2 jobs asking: how can I save on my taxes this year? In this episode, Ben, Bob and Ellis lay out all the legal loopholes to safeguard taxes. And even better, many of these options can help you make money year round. 

Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community.

And find out more about the podcast at https://www.thebillionairepodcast.com/

Gold has been in the news lately as its price breaks record after record. So should we jump on the bandwagon? Or are we heading for a crash?

Bob and Ben join Ellis to discuss how this moment is making even Gold naysayers rethink the commodity. And they share what other assets they have their eyes on during this moment of economic insecurity. 

We answer the questions “should i hold gold in my portfolio?" “Is it a useful indicator for future inflation?

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

In this episode, Ellis sits down with Bob and Ben to answer one of the most common questions they hear from investors: how can I replicate the billionaire investing strategy with a smaller portfolio? They unpack key concepts from their book Invest Like a Billionaire, like breaking down portfolio allocation, assessing liquidity needs, and  including why simple diversification isn’t enough.

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ 
And find out more about the podcast at https://www.thebillionairepodcast.com/

Oil and gas are back in the headlines. What does that mean for investors?

In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real estate. All of it points to where the smartest opportunities may be for investors today.

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/

Jim Dew, Founder of Dew Wealth Management,  joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s story and how he’s built his unique wealth management approach.

Dew Wealth Management ⁠https://www.dewwealth.com/⁠

Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠

Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

The Fed just cut rates for the first time this year. What does that mean for your investments?

In this episode, Ellis Hammond and Bob Fraser unpack how this move could shape the next cycle for real estate investors, what history suggests about market reactions, and why inflation may play a bigger role in the national debt discussion than most investors realize.

PURCHASE the Invest Like a Billionaire book at www.thebillionairebook.org/ 
And find out more about the podcast at https://www.thebillionairepodcast.com/

As we get closer to Q4 we wanted to bring back a favorite episode from the past – all about tax saving strategies. Thank you so much to experts Amanda Han and Matt MacFarland of Keystone CPA for joining us to discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.

Download the Free eBook

“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax

Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/

Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/

Lane Kipp has dedicated his career to helping others give well. He runs the nonprofit All Access, which uses analytics to find the most effective and transparent ways to make charitable donations go farthest. And it turns out, running All Access has a lot to teach us about how to vet deals in the investment world.

Check out Lane’s org at allaccess.international

PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ 

And find out more about the podcast at https://www.thebillionairepodcast.com/