EXCELSIOR CAPITAL PRESENTS

Unraveling the Impact of Inflation on Investments

Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast, discusses the current state of inflation and its implications for investors.

Podcast: Unraveling the Impact of Inflation on Investments

Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast, discusses the current state of inflation and its implications for investors. With over a decade of experience in investment management, Ben talks about how taking a top-down approach to investments that considers macro trends and timing can be more successful than vertical integration or fine-tuning within broader markets. He also discusses the potential for massive wealth creation if one gets the cycle’s timing right and how borrowing costs may stay higher for longer than expected due to underlying pressure from labor shortages, de-globalization, energy prices, and more.

Key Highlights

[00:01 – 07:23] The Impact of Inflation on Asset Classes and Timing the Market

  • Aspen Funds use a macro-driven alternative investments approach that looks at more prominent macro trends first
  • It is essential to understand the more significant trends driving economics and supply/demand of an asset class

[07:24 – 15:27] Inflationary Pressures Set to Drive Borrowing Costs Higher for Longer

  • Headline inflation numbers are driving monetary policy
  • The market is pricing in potential interest rate cuts in 2024
  • Investors should consider inflation-protected assets such as self storage

[15:28 – 21:55] Taking Advantage of Real Estate Opportunities in a Volatile Market

  • Institutional buyers are buying self-storage companies at a negative leverage rate
  • There may be an excess supply of distressed deals in the market, creating good opportunities for investors

[21:56 – 30:52] Exploring the Benefits of Reshoring, Industrial Assets, and Alternative Asset Classes

  • The growth of ecommerce has driven up industrial prices and values over the past decade
  • The investment thesis focuses on big box industrial, flex industrial, and tech properties in markets

[30:53 – 32:31] Closing Segment

Connect with Ben:

https://www.linkedin.com/in/benwfraser/ 

www.aspenfunds.us/tcc

Download our FREE Strategizing for Inflation Guide here!

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Mental Wellness and The Workplace

Dive into this episode as Corbitt Huseth reveals the transformative power of physical activity on mental health.

The Founder’s Exit Paradox

How do we find true happiness and connection in a world dominated by success metrics and the relentless pursuit of achievement?

Geothermal Energy Explained

Cindy Taff, the CEO of Sage Geosystems, joins us in this episode to discuss the development of geothermal technology and how it can be used as a viable energy source.

What Does It Take To Set Up An Effective Family Office

In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years.

what-is-deflation-the-risk-of-deflation

The Risk of Deflation, What Is Deflation?

What is deflation? Deflation occurs when consumer and asset prices decline over time, effectively increasing your purchasing power.

internal-rate-of-return-versus-cash-yield-what's-the-difference

Internal Rate of Return (IRR) vs. Cash Yield: What’s The Difference?

Among the myriad of data points available, there’s two that stand out as key indicators of profitability: Internal Rate of Return (IRR) and Cash-on-Cash Return.

inflation-and-its-impact-on-investors

Inflation and its Impact on Investors

In this inaugural segment, we will focus on the concept of inflation, its potential implications for investors, and discuss how to feel more secure…

is-now-a-good-time-to-invest-in-commercial-property

Is Now a Good Time to Invest in Commercial Property?

In the world of alternative investments, few sectors have garnered as much respect for their stability and long-term appreciation potential as commercial real estate.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

w

Livechat

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.