Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

"What are your goals? Tax savings, cashflow, growth maximization?" Ben Fraser

Name: "What are your goals? Tax savings, cashflow, growth maximization?" Ben Fraser
Uploaded: 2023-05-08T15:00:42+00:00
Duration: 52 s
Channel: Bob Fraser
Description: In this segment, Ben Fraser emphasizes the importance of clearly defining investment objectives—whether the priority is tax savings, cash flow, or…

8 May 2023 · 1 min

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In this segment, Ben Fraser emphasizes the importance of clearly defining investment objectives—whether the priority is tax savings, cash flow, or growth—and considering these goals at the portfolio level rather than focusing on isolated deals. He contrasts active development projects with passive debt fund investments, highlighting how they serve different investor needs. Fraser also points out common misalignments among investors, such as mismatched expectations around growth versus income and differing time horizons, and stresses that understanding one’s primary driver is essential before selecting specific investments.

Chapters

What are your goals? What are you trying to do? Are you trying to maximize tax savings? Are you trying to maximize cash flow? Are you trying to maximize growth? And are you thinking about this holistically as a portfolio, right? Not just a onesie-twosie, you know, here and there. A development deal, it's very different than our debt fund, right? Where it's just passive, boring monthly cash flow. Those are two very different things. And it could be the same investor that kind of has a balanced portfolio, but it could totally be two different investors. I love that your first question is, well, what do I invest in? That's the second part of the question, right? First, you need to understand what is going to drive you, what's going to be your goals. So where do you kind of find like the biggest misalignment with investors generally aside from just maybe being haphazard about their approach to investing? What do you generally find? Is it kind of a mismatch of growth versus income, time horizons, or where do you kind of find most investors get stuck?