Multiple Perspectives

In this episode of Multiple Perspectives, host David Lofgren sits down with Thomas Castelli, CPA, real estate investor, podcast host, and Partner at Hall CPA Group, to unpack the powerful intersection of tax strategy and passive real estate investing. From leveraging depreciation and cost segregation studies to the smart allocation of investments across taxable and retirement accounts, Thomas shares practical insights that help investors maximise their after-tax returns. He also introduces the “Buy Box Framework” for aligning deals with personal goals and outlines the three pillars of portfolio diversification. This conversation is a must-listen for limited partners seeking to build resilient, tax-efficient real estate portfolios. To learn how EquityMultiple is making commercial real estate investing more accessible, transparent, and rewarding for individual investors, head to https://equitymultiple.com/

In this episode of Multiple Perspectives, host David Lofgren sits down with Todd J. Drowlette, Host of A&E’s The Real Estate Commission, which premiered October 12, and Managing Director of Titan Commercial Realty Group, to explore the mindset and strategies behind his rise from a paper route entrepreneur to a multi-million-dollar broker. Todd reveals how early business fundamentals shaped his success, why relationship-building is the true engine of real estate growth, and how contrarian investing in suburban office space is already paying off. He also shares his Market Evolution Framework for spotting trends before they hit mainstream headlines.

In this episode of Multiple Perspectives, host David Lofgren sits down with Rob Beardsley, founder of Lone Star Capital, to explore the evolving landscape of multifamily real estate investing. From building a 5,000-unit portfolio in Texas to navigating market cycles, Rob reveals why traditional value-add strategies can be overrated and how conservative underwriting, vertical integration, and location quality drive sustainable success. Whether you’re an LP or high-net-worth investor, this conversation delivers actionable insights for smarter real estate decisions.

In this episode of Multiple Perspectives, host David Lofgren sits down with investor and educator Brian Feroldi to unpack the psychology behind successful investing. From his early mistakes in day trading to building long-term conviction, Brian shares how mastering mindset matters more than market analysis. Listeners will learn why financial foundations create psychological safety, how to seize opportunities during downturns, and the role of continuous learning and AI tools in building resilient investment strategies.

In this episode of Multiple Perspectives, host David Lofgren is joined by Andy Hill, Founder of Marriage, Kids and Money, to discuss how families can achieve financial independence while prioritizing time together. They explore the "Coast FIRE" strategy, why the traditional 40-year corporate grind might not be the only path to wealth, and how to use money as a tool to buy back precious family time rather than just accumulating assets.

In this episode of Multiple Perspectives, host David Lofgren welcomes Seth Williams, founder of REtipster, an online community that offers real-world guidance for real estate investors. Seth shares how real estate investors can stay ahead of the market's evolution curve and how he moved from land flipping to commercial development. He also offers insights on adapting strategies to situations, evaluating self-storage opportunities, and leveraging creative financing. The conversation offers a behind-the-scenes look at how independent investors should respond to shifting market dynamics while pursuing sustainable and value-driven approaches to building wealth.

In this episode of Multiple Perspectives, host David Lofgren is joined by John Casmon, Owner of Casmon Capital Group, to discuss how professionals can transition from direct real estate investing to commercial syndications. John believes that understanding the difference between running properties as investments versus running them as businesses is crucial for scaling, and shares his three-pillar framework for evaluating deals and why matching the story to the numbers matters more than perfect projections.

In this episode of Multiple Perspectives, host David Lofgren sits down with Jeremy Roll, President of Roll Investment Group, to discuss the current state of commercial real estate investing and market cycle positioning. Jeremy shares his contrarian perspective on why he believes we're approaching an end-of-cycle reset, the challenges he sees facing multifamily investors, and his personal strategy of holding treasuries while waiting for what he considers better opportunities. Whether you're a seasoned investor or exploring alternatives to traditional markets, this episode offers Jeremy's insights on his approach to protecting capital and positioning for what he anticipates will be the next cycle.

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 presents her perspective and does not necessarily reflect the views of the host or the company.

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 players seeking to thrive in high-entry-barrier real estate markets like Seattle.

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 sustainable financial strategies.

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 effectively, and build long-term financial freedom.

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 offers valuable insights into building a diversified private market portfolio that complements traditional investments.

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 combining tax exemptions can create generational wealth. Whether you're a seasoned investor or just getting started, this conversation offers actionable insights to maximize real estate returns.

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 navigating this specialized asset class. Whether you're considering portfolio diversification or interested in the healthcare sector's future, this conversation provides a valuable perspective on a stable yet often overlooked real estate segment.

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. Tune in for expert perspectives!

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 navigating today’s complex investment landscape.

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 continuous learning in this inspiring and informative conversation.

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 shares insights on climate change’s influence on real estate investments and how Snowball stays agile in a rapidly evolving market.

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 conversation that sheds light on the future of real estate investing!

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!

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.

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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: In commercial real estate...

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: Florida's population is...

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, multi-bay industrial...

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, a sector that has shown...

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: Blackstone's big bet on...

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: How far can value-add go to...

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: A deep dive into...

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: Checking in on the state of...

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 products and opportunities...

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: The launch of EquityMultiple's...

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: On EquityMultiple's 9 year...

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: how leverage can be used to...