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

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