The Surprising Truth of the Energy Transition: A Case for Investing in Oil & Gas
The “energy transition” narrative has been dominating our headlines for some time now. It seems like every day, there’s a new report about our shift from fossil fuels towards greener energy sources – which is important. But as we recently discussed on our live masterclass with oil and gas industry veteran and CEO of Mohajir […]
Breaking Down the Brewing Global Energy Crisis and Opportunities in Oil
Oil and gas prices have been on the rise, but what does this mean for passive investors? One of the biggest contributors to the high-inflationary environment is high oil prices. This has caused us to really take a deeper look at what’s going on in the market. Are there some bigger trends at play that […]
The Definitive Breakdown of REITs vs Private REITs
Public REITs have been a popular way to invest in Real Estate since the 1970s, with around $1.4 trillion in investor cash. But ever since the JOBS Act passed in 2016, we have seen a flood of new real estate investment opportunities enter the mix – in particular, private REITs and private equity. These new […]
Summer Economic Update 2021 – Should We Be Worried About Inflation?
Author note: As a real estate fund manager myself, this is not just an academic exercise for me like it might be for others. One of the things that both my business partner Jim and I have really tried to design into our funds is timing. For example, if you bought a dot com investment […]
Summer Economic Update 2021 – Real Estate Market Projections
In part 1 of the summer 2021 economic update, we covered inflation and whether it’s something to be worried about. Part 2 will cover real estate and where the housing market is headed. Current Real Estate Market Overview Home Prices It likely comes as no surprise that home sales are absolutely booming, hitting the highest […]
Economic Forecast 2021 – Part 6/6 – Aspen Funds
The 6th and final part of this series on the economy in 2021 takes a look at Aspen Funds. This part covers the fund strategies, performance throughout 2020 and the COVID crisis, and positioning moving into next year. See below for parts 1-5 of this economic series. Aspen RPN Strategy – Income Fund In our […]
