In this episode of Multiple Perspectives, host David Lofgren interviews Barbara Friedberg, CEO of Wealth Media and a veteran portfolio manager, who shares her personal investing framework based on over four decades of experience. Barbara advocates for a disciplined approach rooted in traditional stock and bond investing, with a small allocation to alternatives. While her strategies—such as the 90/5/5 rule and the "Five-Year Rule"—offer a conservative path to long-term wealth, the episode present...
Jun 19, 2025•35 min0
In this episode of Multiple Perspectives, host David Lofgren sits down with Michael Voulgarakis, Managing Partner at Southgate Ventures, for an insider’s look into the Seattle multifamily market. They discuss how to spot value-add opportunities, leverage tech for smarter property management, and navigate regulatory hurdles while maximizing returns. From demographic shifts to sponsor evaluation strategies, this episode is packed with actionable insights for both passive investors and active playe...
Jun 05, 2025•32 min0
In this episode of Multiple Perspectives, host David Lofgren sits down with Amanda Taylor, a creative real estate investor, about her unique “Frankenstein Financing” method. Amanda explains how to combine tools like cash-value life insurance, business credit, and alternative loans to fund real estate deals with little personal capital. Whether you're a seasoned investor or just starting out, discover how to access capital, diversify your portfolio, and build long-term wealth using innovative and...
May 22, 2025•37 min0
In this episode of Multiple Perspectives, host David Lofgren welcomes Vikram Raya, founder of Viking Capital, to discuss how high-net-worth professionals can leverage the emerging build-to-rent (BTR) strategy in real estate investing. Vikram shares how physicians can create passive income without leaving their medical careers, explains how to evaluate real estate sponsors, and outlines the market factors driving BTR growth. Tune in to learn how to diversify investments, time the market effective...
May 08, 2025•35 min0
In this episode of Multiple Perspectives, guest co-host Daniel Brereton sits down with Christopher Lustrino, CEO and founder of KingsCrowd, to explore how private market investing is becoming more accessible to everyday investors. They discuss the shift from exclusive venture deals to digital platforms, uncovering the untapped potential of middle-market companies and the rise of secondary markets for liquidity. With a data-driven framework for evaluating early-stage investments, the conversation...
Apr 24, 2025•44 min0
In this episode of Multiple Perspectives, host David Lofgren sits down with real estate investor and tax strategist Dave Foster to uncover the power of 1031 exchanges in building lasting wealth. Foster shares how he strategically leveraged this tax-deferral tool to achieve financial freedom, allowing him to live on a sailboat with his family for a decade while maintaining passive income. They discuss the "Four D's of 1031 Investing," creative portfolio diversification strategies, and how combini...
Apr 04, 2025•34 min0
In this episode of Multiple Perspectives, host David Lofgren is joined by Trisha Talbot, managing principal of Doc Properties and a leading voice in the healthcare real estate space. They discuss the unique opportunities in medical office buildings, where demographic shifts and evolving care models are driving demand. Trisha shares insights from her 20+ years of connecting clinicians with investors, explains what makes healthcare properties resilient investments, and offers guidance on navigatin...
Mar 25, 2025•36 min0
In this episode of Multiple Perspectives, guest host Daniel Brereton sits down with Daniel Holmlund, founder of the Alternative Investing Club, to explore his transition from Intel tech leader to real estate investor. They discuss the rise of alternative investments, the impact of AI on investing, and key lessons from Holmlund’s journey. From risk management to the power of community, this episode offers valuable insights for investors looking to navigate market shifts and build long-term wealth...
Mar 06, 2025•40 min0
In this episode of Multiple Perspectives, host David Lofgren sits down with Scott Trench, CEO of BiggerPockets, to discuss the state of multifamily real estate investing. Scott unpacks investors' challenges, from rising interest rates to oversupply in key markets like Austin. He shares insights on timing the market, vetting investment sponsors, and applying dollar-cost averaging to real estate. Whether you're a seasoned pro or new to the space, this episode offers essential strategies for naviga...
Feb 20, 2025•33 min0
In this episode of Multiple Perspectives, host David Lofgren sits down with Dr. Bradley Block, an otolaryngologist and CEO of the Doctor Podcast Network, to explore physicians' unique challenges in balancing medicine, personal finance, and professional growth. From mentorship and financial literacy to navigating career transitions, Bradley shares actionable advice and insights from his journey as a podcast host and leader. Discover strategies to manage finances, prioritize goals, and embrace con...
Feb 06, 2025•37 min0
In this episode of Multiple Perspectives, guest host Daniel Brereton sits down with Brian Ker, President and CEO of Snowball Developments, to explore the dynamic world of industrial real estate. They discuss Brian’s career journey, market trends affecting the tri-state area, and Snowball’s innovative strategies in urban development. The conversation delves into the future of industrial assets, the impact of local regulations, and the importance of understanding community dynamics. Brian also sha...
Jan 23, 2025•38 min0
In this episode of Multiple Perspectives, host David Lofgren is joined by Dr. Adam Gower, author and founder of GowerCrowd, to discuss the evolution of commercial real estate investing from the 1929 crash to the transformative impact of crowdfunding. They explore the historical context of capital raising, the significant changes brought by the 2012 Jobs Act, and how crowdfunding has emerged as a resilient alternative for investors, especially during economic downturns. Tune in for a fascinating ...
Jan 09, 2025•31 min0
In this episode of Multiple Perspectives, host David Lofgren is joined by Dr. Jordan Frey, a plastic surgeon and financial educator, to discuss his journey from over $500,000 in debt to achieving financial independence. They explore the importance of personal finance education, the role of real estate in wealth building, and strategies for balancing debt repayment with investing. Tune in for valuable insights that can help redefine your approach to financial freedom!
Dec 19, 2024•41 min0
In this episode of Multiple Perspectives, host David Lofgren sits down with Dr. Christopher Loo, founder and CEO of Financial Freedom for Physicians. Join them as they discuss how passive income, alternative investments, and a strategic mindset can empower anyone to break free from traditional career paths.
Dec 12, 2024•35 min0
In this episode of Multiple Perspectives, host Daniel Brereton explores the current state of the U.S. commercial real estate (CRE) market, focusing on the approaching "maturity wall" in 2024. The episode highlights key opportunities for investors as...
Oct 06, 2024•3 hr 33 min0
In this episode of Multiple Perspectives, Daniel Brereton breaks down the concept of risk-adjusted returns and explains how it applies to private real estate investing. Daniel revisits key metrics from previous episodes, focusing on how to evaluate...
Sep 29, 2024•3 hr 35 min0
In this episode of Multiple Perspectives, host Daniel Brereton dives into the concept of risk-adjusted returns and its application in real estate investing. Investors often focus on the potential returns of a deal, but understanding how to factor in...
Sep 15, 2024•3 hr 57 min0
In this episode of Multiple Perspectives, Daniel Brereton discusses the current trends in New York City's multifamily real estate market, highlighting the sector's resilience amid higher interest rates and economic uncertainty. He explores the...
Sep 08, 2024•3 hr 43 min0
In this episode of Multiple Perspectives, Daniel Brereton delves into the intricacies of 1031 exchanges, a powerful tool in real estate investing. Often misunderstood, the 1031 exchange allows investors to defer taxes by selling and replacing a...
Sep 01, 2024•4 hr 31 min0
In this episode of Multiple Perspectives, Daniel Brereton dives into the essential tools of forecasting and pro formas in commercial real estate (CRE) investing. He explains how these elements are crucial for evaluating potential investment...
Aug 25, 2024•4 hr 34 min0
In this week's episode of Multiple Perspectives, Daniel Brereton provides an overview of the four core types of commercial real estate properties and dives deeper into the specifics of small-bay industrial properties. He discusses the growing demand...
Aug 11, 2024•3 hr 50 min0
In this week's episode of Multiple Perspectives, Daniel Brereton discusses the recent market volatility, the impact of persistently high interest rates, and the latest economic data. He also highlights the positive signs in the economy despite the...
Jul 28, 2024•3 hr 7 min0
In this week's episode of Multiple Perspectives, Daniel Brereton provides an in-depth analysis of the current state of the capital markets, particularly focusing on the impact of rising interest rates and changes in the lending landscape on commercial...
Jul 21, 2024•3 hr 41 min0
Host Ashley Shumaker delves into the critical issue of rising insurance premiums due to extreme weather events and their impact on commercial real estate investors. Ashley discusses how EquityMultiple proactively manages these risks through strategic...
Jul 14, 2024•3 hr 4 min0
In this episode of Multiple Perspectives, Daniel Brereton explores the latest trends in real estate investing, focusing on recent moves by industry giants KKR and Blackstone. These actions signal significant trends in multifamily investing and...
Jun 30, 2024•3 hr 36 min0
In this weekly series, Ashley Shumaker discusses recent economic updates and a unique investment opportunity with Equity Multiple's Alpine Notes. The Federal Reserve has decided to keep the federal funds rate steady, reflecting their cautious approach...
Jun 23, 2024•4 hr0
In this weekly series, the EquityMultiple Investor Relations team discusses recent market news, commentary, and how the EquityMultiple Investments Team is positioning offerings to meet the moment. This week's highlight: Like anything else in...
Jun 16, 2024•4 hr 53 min0
In this weekly series, the EquityMultiple Investor Relations team discusses recent market news, commentary, and how the EquityMultiple Investments Team is positioning offerings to meet the moment. This week's highlight: Despite headlines indicating...
Jun 09, 2024•4 hr 12 min0
In this weekly series, the EquityMultiple Investor Relations team discusses recent market news, commentary, and how the EquityMultiple Investments Team is positioning offerings to meet the moment. This week's highlight: Charleston, South Carolina's...
Jun 02, 2024•3 hr 49 min0
In this weekly series, the EquityMultiple Investor Relations team discusses recent market news, commentary, and how the EquityMultiple Investments Team is positioning offerings to meet the moment. This week's highlight: With more people moving to...
May 26, 2024•4 hr 29 min0
