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The Best Ever CRE Show

JF3756: What Makes a Lazy vs Great CRE Broker (And How to Test Them) ft. Pete Montgomery & Josh Rothstein

The Best Ever CRE Show

Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8983 Ratings

🗓️ 16 December 2024

⏱️ 48 minutes

🧾️ Download transcript

Summary

In this episode of the Best Ever CRE Show, retail brokers Pete Montgomery (CMC Properties) and Josh Rothstein (Onsite Retail Group) join host Ash Patel to discuss trends and insights in commercial retail real estate. They cover topics including landing national tenants, repurposing second-generation restaurant spaces, the evolution of shopping centers, and working with local municipalities. The pair emphasize the importance of relationships, responsiveness, and social media presence in successful commercial brokerage, while also discussing current market challenges like restaurant industry changes and shifts in retail space utilization. Sponsors: Altra Running Sunrise Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Are you looking for a tax-efficient way to build long-term wealth through commercial real estate?

0:05.0

Look no further than Sunrise Capital, where smart money meets affordable housing.

0:09.9

Sunrise Capital's mobile home park investment funds have delivered 28 consecutive quarters of on-time

0:15.8

distributions, with current investors earning 8 to 10% preferred returns with 16% targeted annual returns.

0:23.4

What sets Sunrise Capital apart?

0:25.6

They buy with a margin of safety using conservative leverage that's kept them stable,

0:30.1

while others have struggled with rising rates.

0:32.8

Their forever hold model prioritizes return of capital within seven years while building long-term wealth.

0:39.5

Plus, they're laser focused on the affordable housing niche, a sector with limited supply and

0:45.1

growing demand. Add on the exceptional depreciation and tax benefits that come with investing in

0:50.6

mobile home parks, and it's easy to see why investors have trusted Sunrise Capital

0:54.8

for more than a decade. Led by industry veterans Kevin Bup and Brian Speer, Sunrise Capital

1:00.5

is vertically integrated and has never made a capital call, never paused distributions, and

1:05.5

has never lost investor capital. These are all reasons why I myself have invested with Sunrise capital. So if you're a

1:12.6

high net worth individual looking for long-term growth in a passive, tax-efficient vehicle, visit

1:17.7

investwithsunrise.com to learn about their current fund offering. That's invest with sunrise.com

1:23.7

to get started today. Quick disclaimer, the views and opinions expressed in this podcast are provided for informational

1:30.0

purposes only and should not be construed as an offer to buy or sell any securities or to make

1:35.8

or consider any investment or course of action.

1:39.1

For more information, go to best ever show.com.

1:42.2

If you're dealing with somebody that doesn't return phone calls or emails,

1:45.1

they're probably not a good broker, they're probably too busy than they need to be, but scouring

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