JF 4060: Debt Funds, Diversification and Predictable Cash Flow ft. Pascal Wagner

The Best Ever CRE Show

Best Ever CRE

Entrepreneurship, Investing, Business

4.7 • 996 Ratings

🗓️ 16 October 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s episode of Passive Income Playbook, Pascal Wagner explores the world of private real estate debt funds and what truly defines a “safe” 10% yield. After personally interviewing over 75 fund operators and analyzing 111 offerings, Pascal reveals key differences in structure, leverage, and transparency that separate high-quality funds from risky ones. He explains how fund size, collateral type, and audited financials impact risk, and why stability often matters more than chasing high returns. Pascal also shares lessons from deploying over $3 million into debt funds and how investors can build a diversified, cash-flowing portfolio with confidence. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You've probably noticed this. Despite all the headlines about record investment in renewables,
0:04.8	the world still runs on oil. In fact, demand keeps climbing. But here's what most investors don't
0:10.8	realize. A lot of institutional capital has actually pulled back from oil and gas because of
0:15.8	ESG mandates and political pressure. That's created a huge gap in production and a big opportunity for
0:22.1	individual investors. That's where Aspen's oil and gas fund comes in. Their last fund has
0:27.4	delivered six straight quarters of 15% annualized cash yield from producing oil wells. With their
0:33.3	current fund, they're targeting 29% cash on cash returns in over 10 years and 8.83 times equity
0:39.9	multiple. I've personally been impressed with the way Aspen approaches a space balancing the
0:45.1	stability of producing wells with the upside of carefully selected drilling projects. And here's a
0:50.7	bonus for best ever listeners. Aspen has lowered their minimum investment from $150,000
0:55.8	down to $100,000. One of their investors, Terry, put it best. We were new to oil and gas
1:02.1	investing and quickly found Aspen's approach sound. We've been very satisfied with the experience
1:07.6	and delighted with the returns. This is a limited time offer, so head over
1:11.7	to Aspenfunds.us.us forward slash best ever to download the investor deck or grab their
1:17.7	quick start guide if you're brand new to oil and gas investing. Adobe Acrobat Studio so brand new.
1:23.4	Show me all the things that PDFs can do. Do your work with ease and speed. PDF spaces is all you need.
1:28.3	Do hours of research in an instant.
1:30.3	Key insights from an AI assistant.
1:32.3	Pick a template with a click.
1:34.3	Now your Prezo looks super slick.
1:36.3	Close that deal.
1:37.3	Yeah, you won.
	...

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