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Author:
bobfraser
Reading the Housing Market: Economic Tides vs. Waves
September 23, 2026
Most investors track the waves. The smart ones read the tides. Waves are what you see in the news: mortgage…
The Surprising Truth of the Energy Transition: A Case for Investing in Oil & Gas
June 30, 2023
The “energy transition” narrative has been dominating our headlines for some time now. It seems like every day, there's a…
Breaking Down the Brewing Global Energy Crisis and Opportunities in Oil
August 16, 2022
Oil and gas prices have been on the rise, but what does this mean for passive investors? One of the…
The Definitive Breakdown of REITs vs Private REITs
December 7, 2021
Public REITs have been a popular way to invest in Real Estate since the 1970s, with around $1.4 trillion in…
Summer Economic Update 2021 – Should We Be Worried About Inflation?
July 2, 2021
Author note: As a real estate fund manager myself, this is not just an academic exercise for me like it…
Summer Economic Update 2021 – Real Estate Market Projections
July 1, 2021
In part 1 of the summer 2021 economic update, we covered inflation and whether it’s something to be worried about.…
Economic Forecast 2021 – Part 6/6 – Aspen Funds
December 31, 2020
The 6th and final part of this series on the economy in 2021 takes a look at Aspen Funds. This…
Economic Forecast 2021 – Part 5/6 – Where the Stock Market is Headed
December 31, 2020
UPDATE: To see more recent economic forecasts, check out the summer 2021 Housing Market Projections update and the Inflation economic…
Economic Forecast 2021 – Part 4/6 – Where the Housing Market is Headed
December 31, 2020
Part 4 of our series on economic predictions in 2021 will cover real estate, including trends in urban flight, single…
Economic Forecast 2021 – Part 3/6 – How the Biden Tax Plan and Fiscal Policy Will Impact the US Economy in 2021
December 30, 2020
Part 3 of our 2021 economic forecast will examine Biden's proposed tax plan and it's effect on the US economy,…
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