Multiple Perspectives podcast

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David Lofgren에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Lofgren 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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The trick to powerful public speaking | Lawrence Bernstein 17:27

18 weeks 전17:27

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17:27

Why do so many of us get nervous when public speaking? Communication expert Lawrence Bernstein says the key to dealing with the pressure is as simple as having a casual chat. He introduces the "coffee shop test" as a way to help you overcome nerves, connect with your audience and deliver a message that truly resonates. After the talk, Modupe explains a similar approach in academia called the "Grandma test," and how public speaking can be as simple as a conversation with grandma. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at ted.com/join Hosted on Acast. See acast.com/privacy for more information.…

Multiple Perspectives

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David Lofgren에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Lofgren 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.

… continue reading

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Multiple Perspectives

updated 12일 전

공유

시리즈 홈•Feed

David Lofgren에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Lofgren 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.

… continue reading

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Amanda Taylor on Mastering Real Estate with No Money Down 37:03

12일 전37:03

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37:03

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. What You'll Learn: How to leverage cash value life insurance policies as a flexible funding source How to build business credit lines up to $95,000 with 0% introductory rates Why corporate credit building can provide substantial funding How to combine multiple funding sources for maximum investment leverage The framework for creating robust exit strategies for any real estate investment Why diversification across investment vehicles creates sustainable wealth building How to build and leverage professional networks to access private lending Maintaining a strict criterion to ensure profitable deals in any market condition Amanda Taylor is a real estate investor, business strategist, and wealth mentor known for her groundbreaking "Frankenstein Financing" method. With a 15-year background in dental practice management, Amanda transitioned into real estate, building multiple businesses and a diverse investment portfolio. She specializes in helping entrepreneurs create passive income, build corporate credit, and automate operations to achieve lasting financial independence. Amanda empowers clients to scale smarter, access creative capital, and design actionable wealth strategies that lead to long-term success and generational legacy. Episode Highlights: 05:33 Leveraging Cash Value Life Insurance for Real Estate Investment Amanda Taylor reveals how cash value life insurance policies can be a powerful funding source for real estate investments, offering a 5.5% growth rate while allowing borrowing at 5%. This innovative approach enables investors to maintain wealth growth while accessing capital for property investments or hard money lending. The strategy particularly appeals to high-net-worth individuals seeking to build generational wealth while preserving liquidity. Investors can repeatedly borrow against their policy without depleting the growing principal balance. For real estate professionals, this creates an arbitrage opportunity where borrowed funds at 5% can be deployed as hard money loans at 12%, generating a 7% spread while maintaining the original investment's growth. 17:05 Strategic Business Credit Expansion Amanda demonstrates how establishing an LLC can rapidly unlock substantial business credit lines, sharing how she secured $95,000 at 0% interest within days of formation. This approach provides real estate investors with immediate access to capital for down payments and renovation costs without impacting personal credit scores. The strategy requires a personal credit score of around 700 initially, but allows professionals to separate business and personal finances effectively. However, careful exit strategy planning is essential to successfully managing the 12-24 month zero-interest period. 24:08 Creating a Strategic Buy Box for Investment Success Amanda emphasizes the importance of establishing strict investment criteria through a carefully designed "buy box" that defines acceptable property parameters and financial metrics. This systematic approach helps wealthy professionals avoid common pitfalls of emotional decision-making in real estate investing. The strategy includes maintaining detailed spreadsheets for various scenarios and having the discipline to reject deals that don't meet specific criteria. Professional investors must also build in significant margins for unexpected issues and timeline extensions. 37:08 Education as the Key to Alternative Investment Success Amanda introduces her philosophy that "education and intimidation have an inverse relationship," highlighting how knowledge transforms seemingly complex investment strategies into accessible opportunities. This insight particularly resonates with sophisticated investors looking to expand beyond traditional investment vehicles. The approach emphasizes starting with fundamental terminology and gradually building expertise through community learning and mentorship. This framework provides wealth managers and financial professionals a clear path to mastering alternative investment strategies. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Amanda Taylor on LinkedIn Expand Your Empire Website…

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Building Wealth Beyond Medicine: Vikram Raya on Build-to-Rent Strategies 34:53

26일 전34:53

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34:53

In this episode of Multiple Perspectives , guest co-host Daniel Brereton 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. What You'll Learn: How the Build-to-Rent strategy offers unique advantages in today's market Why BTR communities create operational efficiencies The "Three Pillars of Trust" framework for evaluating real estate investment sponsors How physicians can supplement high-earning clinical practice with passive real estate income Why development strategies may outperform value-add investments How to balance portfolio diversification with specialized expertise in real estate The demographic and economic factors driving BTR demand in growth markets Vikram Raya, a former cardiologist, is the founder of Viking Capital, specializing in multifamily and build-to-rent real estate investments. He also created LimitlessMD to coach physicians on transitioning to entrepreneurship and real estate. With over a decade of experience, Raya has scaled from single-family homes to $60 million development projects. Combining medical and investment expertise, he helps high-earning professionals diversify their income and achieve financial freedom while maintaining work-life balance through strategic coaching and real estate ventures. Episode Highlights: 04:25 Build-to-Rent Strategy: The Evolution of Rental Communities Vikram Raya introduces the Build-to-Rent (BTR) strategy as a response to changing renter preferences for larger spaces and amenities, without the maintenance responsibilities typically associated with traditional rental properties. High-earning professionals are increasingly drawn to BTR communities that offer single-family home experiences with professional property management. The strategy addresses the current housing affordability challenges while providing operational efficiencies through standardized maintenance and community management. For investors, BTR communities represent a scalable opportunity to participate in the growing demand for premium rental housing while maintaining operational efficiency. 09:14 Three Pillars for Evaluating Real Estate Investment Partners Vikram outlines three essential criteria for evaluating potential real estate investment partners: honesty, methodology, and longevity. Successful sponsors demonstrate transparency about past performance and challenges while maintaining strong investor communication throughout market cycles. Their methodology should include clear strategies for managing adversity and protecting investor interests over the long term. Professional investors should seek partners with proven track records across multiple market cycles and a demonstrated commitment to delivering investor success. High-net-worth professionals must conduct thorough due diligence on sponsors' past performance and operational capabilities. The combination of these factors helps ensure alignment with investment goals and risk management strategies. 27:38 Building Effective Teams for Scale and Growth Vikram emphasizes the transition from self-reliance to leveraging teams for achieving greater success in real estate investing. High-earning professionals should start by hiring virtual assistants and specialized team members to handle specific operational aspects of their investments. The approach allows investors to focus on strategic decisions while delegating tactical execution to qualified professionals. Partnerships, while potentially challenging, can accelerate growth and provide complementary expertise when properly structured. For physicians and other professionals, building the right team creates leverage and enables scaling beyond individual capabilities. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Vikram Raya on LinkedIn Viking Capital Website…

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Breaking Barriers: Unlocking Private Market Investing for Everyone with Christopher Lustrino 43:53

6 weeks 전43:53

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43:53

In this episode of Multiple Perspectives , 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. What You'll Learn: How private markets are evolving to digitally native investment platforms Why middle-market companies present compelling investment opportunities The framework for evaluating early-stage companies How secondary markets are emerging to provide liquidity solutions for private market Why diversification across different stages of private companies can enhance returns The strategic approach to building a private market portfolio Chris Lustrino is the CEO and founder of KingsCrowd, a pioneering platform in private market investment research and analytics. With a background in private equity and due diligence, he transformed his expertise into a comprehensive solution for retail investors seeking access to private market opportunities. Under his leadership, KingsCrowd has attracted over 4,000 investors, raised nearly $7 million in funding, and developed sophisticated rating algorithms to evaluate private market investments. His work in democratizing private market access and creating transparency through data-driven analysis has established him as a thought leader in the alternative investment space. Episode Highlights: 09:13 The Untapped Opportunity in Middle Market Companies Chris Lustrino reveals how the post-2008 financing gap has created compelling opportunities in middle-market companies that fall between traditional venture capital and private equity targets. For wealth managers and high-earning professionals, these companies represent an attractive investment segment, often generating $2-300M in revenue with proven business models and lower risk profiles than early-stage startups. Market inefficiency exists because these companies are too small for institutional investors and too large for retail investors to access directly. KingsCrowd's platform enables access to these opportunities, where investors can potentially generate 5-20x returns by investing in companies at $2M revenue that could exit at $30-40M valuations. 16:04 The Digital Transformation of Private Markets With $13 trillion in annual private market transactions, Chris explains how digitization revolutionizes access to previously exclusive investment opportunities. This shift creates unprecedented opportunities for wealth managers and financial advisors to expose their clients to private market investments through digital-first platforms. The emergence of 60-80 regulated crowdfunding platforms, dozens of real estate platforms, and specialized investment marketplaces demonstrates the market's evolution toward greater accessibility. 27:18 Data-Driven Framework for Private Market Investment Analysis Chris outlines KingsCrowd's comprehensive approach to evaluating private market opportunities using comparative analysis of similarly staged companies. Their methodology examines key metrics, including valuation multiples, burn rates, market size, team experience, and gross margins, to provide sophisticated investors with a standardized evaluation framework. High-rated companies on their 1-5 scale demonstrate stronger performance, with companies rated 4.0 and above showing promising fundamentals and risk profiles. The systematic approach enables wealth managers and investment professionals to conduct efficient due diligence across hundreds of opportunities. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Christopher Lustrino on LinkedIn KingsCrowd Website Smarter Income with Real Estate-Backed Private Credit Webinar…

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The 1031 Exchange Playbook: Smart Strategies for Tax-Free Wealth with Dave Foster 34:03

9 weeks 전34:03

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34:03

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. What You'll Learn: How to leverage the "Four D's of 1031 Investing Why planning is the cornerstone of successful real estate investing The strategic combination of 1031 exchanges and primary residence exemptions How to use property conversions to transform tax-deferred investments into tax-free gains The proven approach to diversifying real estate investments while maintaining tax advantages Why timing and preparation are crucial for successful 1031 exchanges within the 45-day identification window With 24 years of experience in real estate investing and tax strategy, Dave Foster has helped thousands of investors minimize tax burdens and maximize returns through 1031 Exchanges and Section 121 exemptions. His expertise has enabled countless realtors, title companies, and individuals to keep their equity working while legally deferring taxes. Dave personally used these strategies to fund his dream of living aboard a 53’ ketch with his family for a decade. As a Qualified Intermediary and consultant, he provides investors worldwide with the knowledge and tools to build wealth while staying IRS-compliant. Episode Highlights: 10:03 The Four D's of 1031 Exchange Strategy David introduces a powerful framework for tax-deferred real estate investing through the "Four D's": Defer, Defer (market adaptation), Defer (lifestyle alignment), and Die. High-earning professionals can use 1031 exchanges to defer capital gains taxes indefinitely while reinvesting in any investment property nationwide. The strategy allows investors to compound returns on money that would have gone to taxes, with example portfolios showing $12M versus $4.5M over 20 years between exchange and non-exchange investors. The approach provides flexibility to adapt to changing market conditions and personal circumstances throughout one's investing lifetime. Upon death, heirs receive properties at a stepped-up basis, effectively eliminating deferred taxes permanently. 14:46 Strategic Property Conversion for Tax-Free Wealth Building David reveals how combining 1031 exchanges with primary residence exemptions can create substantial tax-free wealth. High-net-worth investors can utilize the primary residence exemption to take $500,000 in tax-free profits every two years when selling their home. By converting investment properties into primary residences, investors can transform tax-deferred gains into tax-free profits through strategic timing and proper planning. This technique is particularly powerful for retirement planning, as demonstrated by a Florida realtor who built a portfolio of beachfront condos. The strategy allows for systematic conversion of properties while maintaining maximum tax efficiency and building lasting wealth. 24:51 Macro and Micro Diversification Framework David outlines a sophisticated approach to portfolio diversification that operates on both macro and micro levels within real estate investing. While many investors focus solely on real estate, true diversification requires exposure to multiple asset classes with different market cycles. The strategy involves building a foundation with W2 income while systematically adding real estate investments, then expanding into passive vehicles like syndications and alternative assets. This comprehensive approach helps high-net-worth individuals protect wealth through market cycles while maintaining tax advantages. Professional investors can implement this by strategically combining active and passive investments across multiple sectors. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Dave Foster on LinkedIn The 1031 Investor Website…

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The Healthcare Real Estate Advantage: Investing in Medical Office Buildings with Trisha Talbot 35:33

10 weeks 전35:33

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35:33

In this episode of Multiple Perspectives, host David Lofgren interviews Trisha Talbot, Managing Principal of Doc Properties, to explore the intricacies of medical office building investments, tenant dynamics, and how demographic shifts are reshaping healthcare real estate opportunities. What You'll Learn: - How medical office buildings provide portfolio stability through diverse tenant mixes and high-cost tenant improvements that increase occupancy stability - Why telehealth is enhancing, not threatening, medical office investments by improving efficiency while maintaining the need for physical space - The strategic approach to timing medical property sales to maximize value, particularly for physician-owned facilities - How demographic trends beyond the aging baby boomer population are driving sustained demand for medical office space - The framework for evaluating medical office tenant mix to ensure long-term property value and reduced vacancy risk - Why comprehensive property management is crucial for medical office buildings and how to avoid common maintenance pitfalls - How to balance investor returns with healthcare delivery needs in medical office building investments - The emerging opportunities in sale-leaseback transactions within the healthcare real estate sector Trisha Talbot is the Managing Principal of Doc Properties, bringing over two decades of expertise in healthcare real estate investment and development. As a leading voice in the medical office building sector, she specializes in connecting entrepreneurial clinicians with investors to create thriving outpatient healthcare investments. Talbot has authored two influential books, "Essential" and "Strategic Gains," which provide comprehensive guidance on medical office building investments and sale-leaseback strategies. Her deep understanding of both the healthcare industry and real estate dynamics has established her as a trusted advisor in structuring complex medical office transactions, helping investors navigate the unique challenges of healthcare properties while maximizing investment potential. In this episode, she shares valuable insights on portfolio diversification, tenant mix strategies, and the evolving landscape of healthcare real estate investment opportunities. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Trisha Talbot on LinkedIn Doc Properties Website…

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From Intel to Investing: Daniel Holmlund’s Journey into Alternative Assets 40:26

13 weeks 전40:26

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40:26

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! Join them as they discuss: From Tech to Real Estate Lessons from Hard Money Lending The Rise of Alternative Investments Building a Community of Investors Approaching Risk in Alternative Investments The Transformative Role of AI in Investing Daniel Holmlund is the founder of the Alternative Investing Club and Grow Your Business With AI. A software engineer with over 25 years of experience, he helps medium to large businesses integrate AI strategically to stay competitive. He launched the Alternative Investing Club at Intel, growing it into a 1,300-member public network focused on wealth-building through alternative assets. Passionate about education and community, Daniel connects investors with expert insights, fostering partnerships that drive financial growth and revitalization for individuals and communities. Episode Highlights: 01:01 - From Tech to Real Estate: Daniel shares his transformative journey from a tech leader at Intel to a prominent figure in alternative investing. He reflects on how his family's experience with real estate shaped his understanding of wealth building and legacy. This personal narrative highlights the importance of creating a financial foundation that can be passed down through generations. Holmlund's early exposure to real estate through his grandparents' investment decisions instilled in him a desire to build a legacy, emphasizing that true wealth is not just about income but also about what one leaves behind. 08:31 - Lessons from Hard Money Lending: Daniel recounts a pivotal experience during the 2008 financial crisis that taught him valuable lessons about due diligence and partnerships in real estate investing. He shares a story about a hard money loan that went awry when his partner defaulted, leading to a challenging negotiation. This experience underscored the importance of understanding who you partner with and being prepared for unexpected challenges. Daniel emphasizes that many partners reveal their true colors only when things go wrong, making conducting thorough background checks and maintaining clear communication crucial. 09:33 - The Rise of Alternative Investments: The conversation shifts to the growing interest in alternative assets, driven by inflated stock market valuations and rising interest rates. Daniel explains how these economic factors have prompted investors to seek diversification beyond traditional investments. He discusses the appeal of alternative investments as a means to achieve better returns and mitigate risks associated with market volatility. This trend reflects a broader shift in investor sentiment, as more individuals recognize the potential benefits of diversifying their portfolios with alternative assets. 20:42 - Approaching Risk in Alternative Investments: In discussing risk management, Daniel outlines the critical factors to consider when evaluating alternative investments. He stresses the importance of understanding the sponsor's track record and the market conditions surrounding an investment. He shares that a thorough due diligence process is essential to identify potential red flags and ensure alignment of interests between investors and sponsors. This approach helps mitigate risks and builds trust and confidence in the investment process. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Daniel Wayne Holmlund on LinkedIn Alternative Investing Club Website…

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Multifamily Mayhem: Is Now the Time to Invest? Insights from Scott Trench 33:04

15 weeks 전33:04

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33:04

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. Join them as they discuss: The Current State of Multifamily Investing Conservative Investment Approach Understanding Market Fundamentals Why Location Matters More Than Ever How to Vet Sponsors and the Importance of Due Diligence The "Steady Eddie" Approach Building a Smart Multifamily Investment Strategy Scott Trench is the CEO of BiggerPockets, the world’s largest online network for real estate investors, dedicated to helping individuals build wealth through smart investing. A seasoned real estate investor, Scott co-hosts the BiggerPockets Money Show and is the author of Set for Life: An All-Out Approach to Financial Freedom at an Early Age . As a licensed real estate broker in Colorado, he shares actionable insights to help investors succeed with less risk and greater financial confidence. Episode Highlights: 07:05 - Limited Exposure Strategy for Syndications: Scott emphasizes the importance of maintaining conservative position sizes in real estate syndications, recommending only 10-15% of an investment portfolio be allocated to these vehicles. This cautious approach acknowledges the inherent risks in surrendering control to syndication operators while still allowing investors to participate in potential returns. The strategy helps protect against catastrophic losses while maintaining exposure to real estate market opportunities. For accredited investors looking to enter the space, this measured approach provides a practical framework for portfolio construction. This guidance is particularly relevant given the current market volatility and challenges facing multifamily investments. 11:54 - The Three Pillars of Multifamily Analysis: Scott outlines three critical factors investors must evaluate when considering multifamily investments: interest rates, supply, and demand. He explains that interest rate predictions are inherently speculative but necessary, while supply data is concrete and measurable through construction starts and completion timelines. The demand analysis requires both demographic research and a realistic assessment of migration patterns. This framework provides investors with a structured market analysis approach that balances quantitative and qualitative factors. This systematic evaluation method helps create a more thorough due diligence process for those considering multifamily investments. 24:23 - The Repetition Method for Vetting Sponsors: Scott advocates for a thorough, repetitive approach to evaluating potential investment partners and syndication deals. He suggests spending significant time (potentially hundreds of hours) reviewing multiple deals, attending webinars, and analyzing pitch decks to develop pattern recognition skills. This investment of time helps investors understand what constitutes good versus bad opportunities in the space. The process builds crucial expertise through exposure to various deal structures, sponsor backgrounds, and investment strategies. This methodical approach to due diligence for accredited investors considering syndication investments can significantly improve decision-making quality. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Scott Trench on LinkedIn BiggerPockets Website…

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Balancing Medicine and Money: Insights with Dr. Bradley Block 36:32

17 weeks 전36:32

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36:32

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. Join them as they discuss: The Birth of a Podcast The Power of Saying No Finding Your Purpose Navigating Personal Finance Transformative Impact of Podcasting The Journey of Self-Actualization Dr. Bradley Block is a practicing otolaryngologist, podcast host, and CEO of the Doctor Podcast Network. With a passion for bridging the gap between medicine and personal finance, he launched his podcast, "The Physician's Guide to Doctoring," in 2018 to provide fellow physicians with the professional and personal development resources that were previously lacking. Through his podcast, Bradley has cultivated a wealth of knowledge on topics ranging from effective patient communication to financial literacy, helping physicians navigate the complexities of their careers and personal lives. His commitment to mentorship and continuous learning has not only enriched his own life but has also empowered countless others in the medical community to seek out their own paths to success. Notably, he emphasizes the importance of balancing professional responsibilities with personal fulfillment, advocating for a proactive approach to both career and financial planning. Episode Highlights: 01:19 - The Birth of a Podcast: Dr. Bradley Block shares the inspiration behind starting his podcast, *The Physician's Guide to Doctoring*, which was born from a personal need for resources tailored to physicians. He recognized a gap in the market for personal and professional development content specifically for medical professionals. Initially, he aimed to improve his interactions with patients, but as he engaged with various experts, he found himself on a continuous learning journey. This experience enriched his knowledge and highlighted the importance of self-education in areas like personal finance, which is often overlooked in medical training. 09:29 - The Power of Saying No: Dr. Bradley discusses a pivotal lesson learned from an interview about managing opportunities as a physician. He emphasizes that while high-achieving individuals are often conditioned to seize every opportunity, it's crucial to recognize that not every opportunity is right at a given time. He advises listeners to assess their current priorities and to be comfortable saying "no" to projects that don't align with their goals. This mindset shift can help prevent overwhelm and ensure time is spent on what truly matters, fostering a more balanced and fulfilling professional life. 26:54 - Navigating Personal Finance: Dr. Bradley shares his personal experiences with financial decisions after completing residency, highlighting common pitfalls that many physicians face. He recounts the poor advice he received about purchasing an expensive car and the lessons learned from that mistake. He stresses the importance of understanding one's financial situation, prioritizing debt repayment, and making informed investment choices. By sharing his journey, he aims to guide fellow physicians in making smarter financial decisions, particularly in the early years of their careers when lifestyle inflation can quickly become a challenge. 39:08 - Transformative Impact of Podcasting: Reflecting on his six years of podcasting, Bradley discusses how the experience has personally and professionally transformed him. He notes significant improvements in his communication skills, which have enhanced his interactions with patients, family, and colleagues. Additionally, he highlights the financial literacy gained through conversations with experts, which has led to a more diversified investment portfolio and reduced anxiety around finances. Ultimately, podcasting has enriched his knowledge and deepened his understanding of personal purpose and growth. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Dr. Bradley Block on LinkedIn Physician Development: The Physician's Guide to Doctoring Podcast…

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Navigating Real Estate Market Trends in Industrial Assets with Brian Ker 38:10

19 weeks 전38:10

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38:10

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. Brian Ker is the Founder and President of Snowball Developments, bringing over 20 years of experience in real estate transactions and management across the private and public sectors. He advocates for a modern, transparent approach to real estate investing by partnering with local experts, tenants, and investors and leveraging cutting-edge technology. Brian’s leadership has driven Snowball’s success, including acquiring six industrial properties in Connecticut, earning him a spot on the CT Power 25 by the Hartford Business Journal in June 2023. He was also featured on the "Insider’s Edge to Investing" podcast with James Nelson. Episode Highlights: 01:04 - The Evolution of Industrial Real Estate: Brian shares his journey from working in commercial real estate at CBRE in Canada to founding Snowball, emphasizing the dynamic nature of industrial real estate. He discusses how industrial spaces have transitioned from traditional commerce to modern distribution, particularly in urban areas. This evolution reflects broader changes in consumer behavior and the increasing demand for efficient logistics solutions. Brian's insights highlight the importance of being part of this exciting and rapidly changing sector, where demand often outstrips supply. 02:29 - Vertical Real Estate Development in NYC: Brian discusses the growing trend of vertical real estate development in New York City, noting that this concept, while not new globally, is gaining traction locally. He explains how early pioneers' success in this space encourages more developers to invest in vertical warehouses and factories. This shift is crucial for meeting the logistical challenges posed by a dense urban environment, especially as congestion pricing begins to reshape transportation dynamics in Manhattan. The conversation underscores the innovative solutions being explored to enhance urban logistics. 10:22 - Identifying Growth Markets: Brian highlights Snowball's investment strategy, which focuses on established business parks in the tri-state area that serve the regional economy. He discusses the potential for significant rent growth in these markets, particularly as demand continues to rise. Snowball aims to capitalize on the rising tide of industrial demand driven by population growth and urbanization by identifying submarkets with strong growth potential. This strategic approach reflects a keen understanding of market dynamics and the importance of location in real estate investment. 13:25 - Climate Change as a Long-Term Consideration: Brian shares how Snowball is betting on the long-term benefits of climate change for the Great Lakes and Northeast regions. He explains that while many areas are becoming uninsurable due to climate risks, the Northeast may attract population growth as people seek more stable environments. This perspective highlights the need for real estate investors to consider environmental factors in their strategies, as shifting demographics and climate realities will shape future demand. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Brian Ker on LinkedIn Snowball Developments Website…

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The Evolution of Real Estate Investing with Dr. Adam Gower: Episode Rerun 31:04

21 weeks 전31:04

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나중에 재생

31:04

In this episode of Multiple Perspectives, host David Lofgren welcomes Dr. Adam Gower, author, educator, and founder of the GowerCrowd. Join them as they discuss: The historical context of capital raising in the early 20th century Implications of the Securities Act of 1933 Enactment Jobs Act in 2012 Examined the unintended consequences of the Jobs Act Explosive growth of crowdfunding in 2020 Importance of education in the crowdfunding space Future of crowdfunding in real estate Dr. Adam Gower is an author, educator, thought leader, and the founder of GowerCrowd, specializing in the intersection of crowdfunding and commercial real estate investing. With a rich background in finance and real estate, he has become a prominent voice in the crowdfunding space, particularly through his latest book, *Real Estate Crowdfunding Unleashed*, where he argues that crowdfunding has revolutionized the commercial real estate industry. Dr. Gower's insights are particularly relevant in understanding the rapid growth of crowdfunding, especially during economic downturns, as he highlights its resilience and potential as a mainstream investment alternative. His previous work, *Leaders of the Crowd*, further cements his authority in the field, making him a key figure in discussions about the future of real estate investment. Episode Highlights: 02:50 - The Wild West of Early Capital Raising: Dr. Gower discusses the chaotic landscape of capital raising in the early 20th century, likening it to a "wild west" scenario. He explains how the lack of regulations allowed individuals, particularly railroad barons, to raise funds from the general public without any oversight. This unrestricted access ultimately led to the hyperinflation and the catastrophic stock market crash of 1929. 10:16 - The Jobs Act: A Turning Point for Crowdfunding: Dr. Gower discussed the pivotal moment in 2012 when the Jobs Act was passed, marking a significant shift in the investment landscape. He explains that this legislation was initially aimed at small businesses but inadvertently opened the floodgates for real estate crowdfunding. 20:30 - The Rise of Education in Crowdfunding: Dr. Gower highlights the early days of crowdfunding, where platforms initially struggled to attract both investors and sponsors. He notes that the realization that education was key to success transformed the industry. By providing educational content about crowdfunding, investment strategies, and real estate concepts, platforms were able to build trust and attract a wider audience. 25:46 - Explosive Growth During Economic Downturns: Dr. Gower reveals that real estate crowdfunding investments surged from $7 billion in 2019 to $15 billion in 2020, despite the economic challenges posed by the pandemic. This remarkable growth occurred while traditional capital formation in real estate declined by 6%. He attributes this trend to a growing pool of accredited investors seeking stability and yield in a volatile market, demonstrating that crowdfunding has become a resilient alternative for both sponsors and investors during economic downturns. 29:19 - Crowdfunding as a Counter-Cyclical Investment: Dr. Gower emphasizes the counter-cyclical nature of crowdfunding in real estate, explaining how it provides a viable option for investors during economic uncertainty. He discusses how, in times of market volatility, investors are drawn to real estate as a means of diversification and stability. 30:06 - The Future of Real Estate Crowdfunding: Dr. Gower reflects on the future of crowdfunding in real estate, emphasizing its potential to reshape the investment landscape. He envisions a more inclusive market where diverse investors can access opportunities that align with their financial goals. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Dr. Adam Gower on LinkedIn GowerCrowd Website…

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From 500K in Debt to Financial Freedom: Dr. Jordan Frey’s Journey 41:29

24 weeks 전41:29

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나중에 재생

41:29

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. Join them as they discuss: The Eye-Opening Moment of Financial Reality Aligning Spending with Personal Values Microdosing Financial Education Balancing Debt Repayment and Investing The Transformative Power of Real Estate Investing Refining Goals and Future Aspirations Dr. Jordan Frey is a plastic surgeon specializing in microsurgery and breast reconstruction. As the founder of The Prudent Plastic Surgeon and co-founder of BeautyTune.me , he empowers physicians and individuals to achieve financial well-being and practice freedom. By sharing his journey to fulfillment and financial independence, Dr. Frey inspires others to align their careers and finances with their values, fostering purpose, happiness, and improved overall well-being. Episode Highlights: 02:08 - The Eye-Opening Moment of Financial Reality: Dr. Jordan Frey recounted a pivotal moment when he discovered that his net worth was over half a million dollars in the red. This realization came at the end of his extensive medical training, where he felt overwhelmed by student loans, credit card debt, and the pressures of impending financial responsibilities. Despite the societal narrative that success in medicine would automatically lead to financial stability, he faced a harsh reality that prompted him to confront his financial situation head-on. 22:59 - Balancing Debt Repayment and Investing: Dr. Jordan shares his philosophy on managing debt while simultaneously investing for the future. He explains that he and his wife allocated their savings into three categories: paying off debt, investing in index funds, and real estate. This diversified approach allowed them to progress on multiple fronts without sacrificing their financial growth. He emphasizes that while paying off debt is crucial, investing wisely to build wealth over time is also important. He encourages listeners to find a balance for their unique financial situations. 32:34 - The Transformative Power of Real Estate Investing: Dr. Jordan discusses how his entry into real estate investing significantly changed his financial landscape. Starting with a small duplex, he and his wife gradually expanded their portfolio to eight properties, generating substantial cash flow. This shift provided them with additional income and allowed them to pay off loans and invest further in their future. He highlights the importance of local knowledge in real estate and how their understanding of the Buffalo market enabled them to capitalize on opportunities that others might overlook. Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Dr. Jordan Grey on LinkedIn The Prudent Plastic Surgeon Website…

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Building Financial Freedom From Medicine to Millions with Dr. Christopher Loo 34:34

25 weeks 전34:34

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나중에 재생

34:34

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 Dr. Loo achieved financial independence by age 29 The power of passive income and alternative investments in wealth building Strategies for doctors to diversify income beyond clinical work The mindset and habits that enabled Dr. Loo to transition from medicine to entrepreneurship The role of real estate and equities in achieving financial freedom Dr. Christopher Loo is a surgeon, serial entrepreneur, and financial freedom advocate who achieved financial independence at 29 and retired in 2016 through diverse passive income strategies. He is the founder of Financial Freedom for Physicians, a platform offering courses, coaching, and a podcast showcasing innovative entrepreneurs. A 4x Amazon best-selling author, including How I Quit My Lucrative Medical Career and Achieved Financial Freedom Using Real Estate, Dr. Loo has been featured on KevinMD, The White Coat Investor, and MedPage Today. He holds an MD-PhD in bioengineering from Baylor College of Medicine and Rice University, with additional certifications in FinTech, Blockchain, and AI. Dr. Loo advises Valhalla Healthcare on AI-powered clinical solutions and leads a thriving community of 900+ physicians, helping them design lives of freedom and purpose through multiple income streams. Episode Highlights: [02:21] - The Foundations of Financial Independence [04:13] - Early Habits that Laid the Groundwork for Success [11:31] - Real Estate as a Catalyst for Wealth [19:55] - Redefining Identity Beyond Medicine [22:55] - The Four Pillars of True Freedom [30:26] - The Science of Luck and Abundance If you enjoyed this episode, make sure to subscribe, rate, and review on Apple Podcasts, Spotify, and Google Podcasts, instructions on how to do this are here . Episode Resources: Multiple Perspectives is brought to you by https://equitymultiple.com/ Christopher Loo on LinkedIn Financial Freedom for Physicians Website…

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Weekend View - October 6, 2024: Estate Lending Opportunities Amid the CRE Debt Maturity Wall 3:33:00

34 weeks 전3:33:00

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나중에 재생

3:33:00

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 the market faces nearly $950 billion in loan maturities, with a peak of $1.26 trillion projected by 2027. Key insights include how the Federal Reserve’s recent rate cuts are creating favorable lending conditions for borrowers and why this shift benefits real estate investors, especially in terms of senior loan opportunities through EquityMultiple’s Ascent Income Fund. The Fund's focus on bridge lending and high-quality, cash-flowing properties positions it to deliver stable returns while managing risk. Key Topics Discussed: Maturity Wall: The CRE market will face significant loan maturities, with $950 billion in 2024 and $1.26 trillion by 2027, according to S&P Global. Impact of Federal Reserve Rate Cuts: Recent rate cuts have lowered borrowing costs, leading to more refinancing opportunities and increased deal activity in CRE lending. Ascent Income Fund Opportunities: EquityMultiple’s Ascent Income Fund targets high-quality loans and offers flexible terms to meet borrower needs, aiming to achieve stable returns while mitigating risk. Bridge Lending Strategy: The Fund focuses on bridge loans to generate attractive returns relative to the risk involved, providing income for investors in a competitive CRE market. Favorable Market Conditions for 2024: The combination of loan maturities and low-interest rates creates opportunities for investors to capitalize on CRE lending with higher yields. For more information on the latest senior loan opportunities, visit equitymultiple.com and sign up for an account to view current offerings. If you have questions, contact our Investor Relations team at ir@equitymultiple.com .…

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Weekend View - September 29, 2024: A Risk-Adjusted Return Case Study 3:35:00

35 weeks 전3:35:00

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나중에 재생

3:35:00

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 potential returns relative to the inherent risks of an investment. He also discusses how EquityMultiple assesses risk-adjusted returns when comparing investment opportunities, particularly in private markets, where volatility is less observable than in public markets. Using a case study of the Norwalk Portfolio Senior Loan, Daniel illustrates how EquityMultiple’s approach to underwriting and comparable analysis helps investors gauge the potential risk and reward. The episode ends with a reminder of how investors can explore current opportunities at EquityMultiple and the advantages of joining their platform. What is a Risk-Adjusted Return? Daniel explains that a risk-adjusted return measures the growth of an investment in relation to the chance it may not perform as expected. This calculation helps investors assess the quality of a return when considering the associated risks. Public vs. Private Markets: In public markets, the Sharpe ratio is a popular tool used to assess risk-adjusted returns by measuring volatility and comparing it to returns. In private real estate markets, where volatility is not easily measurable, investors can still compare risk-adjusted returns by evaluating similar deals in terms of leverage, location, and potential risk. The Norwalk Portfolio Senior Loan: A senior debt investment backed by three mixed-use buildings, the Norwalk Portfolio offers a 12% interest rate, significantly higher than comparable loans in the same market (approximately 10%). With a 90% occupancy rate, compared to the market average of 75%, the deal represents a strong risk-adjusted return for EquityMultiple investors. Interested in learning more about risk-adjusted returns or exploring current opportunities with EquityMultiple? Sign up for an EquityMultiple account today to view our latest offerings, including the Norwalk Portfolio Senior Loan. For any questions, feel free to reach out to our Investor Relations team at ir@equitymultiple.com .…

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Weekend View - September 15, 2024: Risk-Adjusted Returns in Real Estate Investing 3:57:00

37 weeks 전3:57:00

나중에 재생

나중에 재생

3:57:00

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 risk is crucial to making informed investment decisions. Daniel walks through the differences in how returns and risks are measured in public vs. private markets, and why it’s essential to go beyond just looking at internal rate of return (IRR) figures when evaluating real estate opportunities. Risk-Adjusted Returns: Comparing investments requires accounting for risk. For example, government bonds offer lower returns with minimal risk, while stocks like GameStop present high volatility. Public vs. Private Markets: Public market returns use compound annual growth rate (CAGR), while private real estate investments are measured by internal rate of return (IRR). Assessing Risk in Real Estate: In private commercial real estate, risk isn’t measured the same way as in public markets. Key factors to assess include the deal’s debt coverage, cap rate spreads, and market conditions. Look Beyond IRR: An investment’s return potential must be weighed against its risk, factoring in the quality of the property, sponsor, and market conditions. Explore EquityMultiple's offerings and learn more about real estate investment opportunities. Sign up today at equitymultiple.com to receive our upcoming deal announcements. For any questions, feel free to contact our Investor Relations team at ir@equitymultiple.com . risk-adjusted returns, real estate investing, IRR, commercial real estate, private markets, public markets, debt coverage, investment risk, return potential, EquityMultiple…

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