Quick Take - (Full Episode - #105 - Link Below to Full Episode)

Today we're joined by Brad Shepherd, Managing Partner of Sugarhouse Investments, a real estate expert with over 20 years of experience in commercial real estate and a focus on syndications and passive investing alternatives.

As a licensed securities broker, Brad shares his insights on how these alternative investing strategies can help you diversify your portfolio and build wealth without the headaches of property management.

We dive into Brad's journey from Utah to Texas, his experience in various real estate markets, and how he's been exclusively focused on capital raising for commercial syndications since 2017.

Brad also discusses his strategies for targeting investments that deliver attractive risk-adjusted returns, focusing on value-add, repositioning, and rebranding projects to create attractive upsides and limit downside risk.

Elevate your investments and learn how you can achieve financial freedom through real estate syndications and passive investments with Brad's expert guidance.

Things we discussed in this episode:

- How Brad started as a traditional real estate investor before shifting to syndications

- Building an email list and bringing deals to investors

- The significance of building relationships in the syndication world

- The role of a broker when connecting potential investors with deals

- The difference between a simple capital raiser and a licensed broker dealer

- How commercial investors find deals differently from residential investors

- How have things changed in this environment of higher interest rates?

- How does Sugarhouse Investments make money in these deals?

:: Link to Full Episode - https://youtu.be/8Qv8PX93ApQ

Where you can find Brad:

Website - https://sugarhouseinvestments.com/

Facebook - https://www.facebook.com/sugarhouseinvestments

LinkedIn - https://www.linkedin.com/company/sugarhouseinvestments/

Join Jason Muth from Straightforward Short-Term Rentals and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast!

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This podcast and these show notes are not legal advice, but we hope you find both entertaining and informative.

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