#332: Commercial Syndication, Limited Partnerships, Sponsorship Vetting, and So Much More! -with Brad Shepherd
Real Estate Investing for Cash Flow with Kevin Bupp
Kevin Bupp
4.9 • 675 Ratings
🗓️ 20 July 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
Brad Shepherd is a real estate expert and the founder of Sugar House Investments.
Having graduated college with a degree in Finance, Brad purchased his first rental property within months of graduating and quickly found his career take-off with a retail and hospitality startup in Utah. Playing a key part in this company's foundation, he spent his last four years there as president of the organization, guiding it through monumental growth.
With well over a decade in the field, his experience includes management of hotel and vacation property, retail and café operations, development of retail and hospitality space, and raising capital from both domestic and international investors.
Quotes:
“My very first step into the commercial space was investing as a limited partner, and if I knew then what I know now, I wouldn’t have made that investment. But I learned a ton from it, and I'm glad I did do it… it's helped me quite a bit as I’m going out there and talking to other potential investors.”
In regard to good sponsorships: “whatever systems need to be in place to work with an insurance adjuster to get things settled quickly, those things have to be in place.”
“When somebody asks me how to vet an opportunity, start with the team. What’s their track record, get to know them, what's their style.”
“A good sponsor can make a mediocre deal, [and] do better than a mediocre sponsor can with a good deal.”
Highlights:
02:05 - Brad gives us an overview of his college background, his internship in Seattle, and how he got started in the real-estate space.
04:54 - Brad tells us how he transitioned into commercial real estate.
11:15 - Talks about the role teams play in the real-estate space, especially in Texas.
14:10 - Brad discusses how he’s attracted limited partners towards investment opportunities.
16:50 - Brad talks about the vetting process in regard to sponsors and how he figures if they can meet the expectations of his team and investors.
17:56 - Brad delves into what he thinks went wrong during one sponsor partnership that wasn’t the right fit/did not go well.
22:06 - Brad tells us where he believes he could have done better with this sponsor partnership.
24:16 - Brad tells us his answer to this question—what’s more important: the sponsor or the deal?
25:56 - Brad talks about how his investment activities have changed during 2020.
Guest Website:
Learn About Investment and Partnership Opportunities with Kevin and His Team
Recommended Resources:
- Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com
- Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA
- Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals!
- Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com
- Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2
Transcript
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| 0:00.0 | You've been searching for the best way to generate passive income in your life and heard that real estate is a great way to do it. |
| 0:09.4 | But you're tired of all the so-called gurus who are all talk and no substance. |
| 0:15.2 | Get ready to celebrate because Kevin Buck has spent 14 years successfully making it happen. |
| 0:21.7 | This is the Real Estate Investing for Cash Flow podcast. |
| 0:25.2 | Now, here's Kevin Bup. |
| 0:30.2 | Hey guys, Kevin Bup here, and I want to welcome you to another episode of the Real Estate |
| 0:33.9 | Investing for Cashflow podcast, where our mission is to help you build and maintain massive amounts of cash flow through income producing real estate investments. |
| 0:42.7 | Our guest for this week's show is a real estate expert and founder of Sugarhouse |
| 0:46.0 | investments, Brad Shepard. Now, real estate investing has been part of Brad's life since |
| 0:50.7 | college days. He earned his undergraduate degree in finance with an eye |
| 0:54.3 | towards commercial real estate, interning with one of the premier large commercial property |
| 0:57.9 | portfolio companies in the Northwest. He purchased his first rental property within months of |
| 1:02.5 | graduating college and quickly added several more. Brad's career includes nearly a decade with |
| 1:08.1 | a retail and hospitality startup company in Utah, the last four as president |
| 1:12.3 | of the organization guiding it through incredible growth. His experience includes management of |
| 1:17.1 | hotel and vacation property, retail and cafe operations, as well as the development of |
| 1:21.5 | retail and hospitality space and raising capital from both domestic and international investors. |
| 1:26.8 | And so with that, guys, it's my honor to welcome Brad Shepard to the show. |
| 1:30.0 | Brad, how you doing today? |
| 1:31.3 | Hey, doing fantastic, Kevin. |
| 1:32.6 | Thanks for having me here. |
| 1:33.5 | Yeah, thanks for joining us here and very excited to learn more about you and your company |
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