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.

Tax Planning For Real Estate Investors

Tax Planning Tips for Real Estate Investors

Investing in commercial real estate offers numerous advantages, with a significant one being the potential for substantial tax benefits.

What Is Distressed Real Estate

What Is Distressed Real Estate?

The current real estate market has opened up a unique window of opportunity for investors looking to capitalize on distressed real estate.

Adapting To A New Commercial Real Estate Landscape

Adapting To A New Commercial Real Estate Landscape

Insight for Investors Navigating Today’s Market. In this brief, we’ve identified the biggest challenges faced in commercial real estate this year.

Real Estate Accounting Fundamentals

Real Estate Accounting Fundamentals

Real estate accounting plays a crucial role in the financial management of investment properties, and it’s important to be aware of…

Navigating Investments In An Election Year, Strategies for Consideration

Navigating Investments In An Election Year, Strategies for Consideration

Investing during an election year can feel like a daunting prospect, given the uncertainties and apprehensions that often accompany political transitions.

embracing-distressed-opportunities-in-today's-commercial-real-estate-environment

Embracing Distressed Opportunities in Today’s Commercial Real Estate Environment

A myriad of formidable obstacles has opened up innovative pathways to success.

The Benefits of Infrared Saunas, Red Light Therapy & Cold Plunges

Join us as we sit down with Kristen Nicholson, entrepreneur and owner of Nashville’s first contrast therapy studio, Urban Sweat. Kristen is a healthcare professional with a background in health administration…

Why It Feels Impossible to Keep Up in Today’s Society

In this episode, host Brian Adams sits down with COO Jarrod Arnold to discuss the disconnect between the financial perceptions and realities facing younger generations today.

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

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.

Share This