128. Top of Mind: Fed Cautions on Too Much Optimism

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-...

We discuss the latest insights on the Fed's rate sentiment and its impact on the market. Are investors prepared for potential rate changes? Tune in as we break down market reactions and investor strategies. Wall Street Journa...

Learn about what happened to the $700B of commercial real estate loans that were set to mature last year, and what it means for the CRE market in 2024. Globe Street Article - https://www.globest.com/2024/02/20/about-multifami...

Join Ben Fraser for Part 2 on reviewing underwriting files in 10 minutes or less! Discover shortcuts and guidelines for evaluating multifamily opportunities efficiently. Connect with Ben Fraser on LinkedIn ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Ever wondered how to review an underwriting file in 10 minutes or less? Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities. Connect with Ben Fraser on LinkedIn ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions. Wall Street J...

Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash. Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/ Connect with B...

Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors. Connect wit...

Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates. Connect with...

Discussing the Fed's impact on real estate. We explore rate decisions, market shifts, and future optimism. Connect with Bob Fraser on LinkedIn ⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Discussing the behind the scenes of China's economic landscape and what it represents for the global economy. Sources | Wall Street Journal articles https://www.wsj.com/articles/the-chinese-financial-crisis-nobody-is-talking-...

Oil prices recently dropped and analysts are trying to figure out what’s going on. In this episode, Bob and Ben Fraser dive into the factors at play. And address the questions if this is a temporary decline, or something more...

All from inflation to labor shortages, we've been on the pulse for two years. We discuss the latest on rising wages, navigating inflation in real estate investing, and reshoring manufacturing. Sources | Wall Street Journal ar...

What's causing the Multifamily Funding Gap, and how can you navigate it? Join us to understand the impact of property value fluctuations and the steps needed to close the financial divide in the world of multifamily real esta...

What does the 4.9% GDP growth mean to the US economy, and to you as an investor? -Here are our thoughts on the consumer spending trend as a driving force behind economic health and the potential of the retail sector. …

Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast as they react to recent events regarding the Middle Eastern conflict. They discuss the current political dynamics in t...

Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast, where they discuss takeaways from Bob’s recent participation in a panel with other economists. They explore the curre...

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they explore a topic that's currently front and center in the minds of consumers everywhere...

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Stree...

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast. In this episode, Bob and Ben explore the recent surge in oil prices, with Brent and …

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they delve into a recent Marcus & Millichap article on retail real estate. This thought-pro...

Join hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast, as they talk about a recent article on “Wall Street Is Ready to Scoop Up Commercial …

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they dissect the recent news that US consumer credit card debt has crossed a monumental …

Join co-hosts Bob Fraser and Ben Fraser as they dive deep into China's economy, addressing a phenomenon that has taken experts by surprise — deflation. This episode delves into the unexpected aftermath of China's strict COVID...

Join hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast, as they talk about a recent Wall Street Journal article on “The Hottest Real-Estate Play Is …

Join hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast, as they talk about crowdfunding. Unpacking the recent Wall Street Journal article, "Missing Mill...

What’s actually going on with retail real estate? For years, we’ve been seeing headlines declaring that retail real estate is dying, and e-commerce will win. We dive into some charts from a recent presentation we saw from a w...

Join hosts Bob Fraser and Ben Fraser as they explore the dynamics and significance of gold as an investment, and specifically as a hedge against inflation. Many pundits argue gold is the ultimate hedge against loose monetary ...

Multifamily real estate has been an incredible investment for the past decade, but with interest rates rising, many investors are asking if it’s still a good place to invest. In this episode, Bob Fraser and Ben Fraser talk ab...

Join co-hosts Bob Fraser and Ben Fraser as they delve into an insightful discussion on "The Fate of the US Dollar," a thought-provoking episode that explores the current state and potential future of the United States' curren...

Join co-hosts Bob Fraser and Ben Fraser as they break down the factors that led to Silicon Valley Bank's collapse and analyze the potential ripple effects on the market. You'll learn the answers to these top of mind questions...

In this episode of the Invest Like a Billionaire podcast, co-hosts Bob Fraser and Ben Fraser delve into the recent headlines about a large apartment syndication foreclosure. Bob and Ben analyze the story and share their insig...

Nearly everyone is asking, "What's the deal with gas prices?" Most Americans are feeling the pinch, while energy bills and gasoline prices have been skyrocketing for months. So, what is causing such a dramatic increase in ene...

Tune in to this episode (PLUS a webinar announcement) as co-hosts, Bob Fraser and Ben Fraser, dig into the data and talk about recession risks, inflation, historical stimulus, unemployment, interest rates. What does the stimu...

With interest rates rising and recession looming, successfully navigating bumpy waters can be challenging. But, the best opportunities always occur when the economic landscape is shifting. In this episode of the Top of Mind s...

The past few years have completely upended the global supply chain. This, along with many other factors, is causing more and more companies to bring manufacturing back to America. But is this a short-term trend, or a fundamen...