168. Inside Look: 2024 Family Office Investments feat. Angelo Robles

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. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠ Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠ Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠ Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠ Facebook: ⁠https://www.facebook.com/aspenfunds/⁠ Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠ Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/

We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Frank Rohde https://www.linkedin.com/in/frankrohde/

Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠   Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠   Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠  Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠  Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠ Follow Aspen Funds LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠ ⁠⁠ Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠  Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠ ⁠ Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠  Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/

Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠   Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠   Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠  Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠  Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/ ⁠ ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠  Facebook: ⁠https://www.facebook.com/aspenfunds/ ⁠ Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠  Connect with Mark Miller ⁠https://www.linkedin.com/in/markmiller-hiltonfo/⁠

We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/   Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a   Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/  Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-  Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/  ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/  Facebook: https://www.facebook.com/aspenfunds/  Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/  Connect with Van Carlson https://www.linkedin.com/in/vancarlson/

Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets more accessible to a wider audience. Paul discusses the business model, the benefits for aircraft owners, and how the platform is challenging traditional fractional ownership models. This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: ⁠https://aspenfunds.us/⁠ Explore our latest investment opportunity in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠  Explore our latest investment opportunity in Private Credit: ⁠https://aspenfunds.us/private-credit-fund/⁠ ⁠⁠Get our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠  ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠  Facebook: ⁠https://www.facebook.com/aspenfunds/⁠  Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alternative investments. This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a  Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/  ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/  Facebook: https://www.facebook.com/aspenfunds/  Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/⁠

We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements in the US. They discuss the long-term mega trends affecting industrial assets, the shift towards secondary and tertiary markets, and the upcoming opportunities for investors. Get our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Interested in our upcoming industrial real estate offering? Get notified first: ⁠https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h⁠ Explore our latest investment opportunity in Private Credit: ⁠https://aspenfunds.us/private-credit-fund/⁠ This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: ⁠https://aspenfunds.us/⁠  Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠  ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠  Facebook: ⁠https://www.facebook.com/aspenfunds/⁠  Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bobfraser10/ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key features of Invest Clearly, how it serves both LPs and GPs, and its mission to foster transparency and trust in the investment world. Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Interested in our upcoming industrial real estate offering? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/  Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/  ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/  Facebook: https://www.facebook.com/aspenfunds/  Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Connect with Pat Zingarella on LinkedIn https://www.linkedin.com/in/pasqualezingarella/

Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how to find the best industrial real estate investments in 2024, and much more. Interested in our upcoming industrial real estate deal? Get notified first: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Brent Peterson on LinkedIn https://www.linkedin.com/in/brent-peterson-6944a510/