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Business

How this Broker-Dealer Vets Investments with Brad Shepherd, Ep. 569

podcast December 29, 2023


Background
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Brad Shepherd is a licensed securities broker who helps retail investors take advantage of the upside of real estate ownership without the management headaches. He partners with experienced operators to offer pre-vetted, hassle-free investment opportunities.

Brad has been involved in commercial real estate for over 20 years. Along with his own rental portfolio and handful of house flips, his experience includes the development and management of retail and hospitality space, and raising capital from both domestic and international investors. He’s been exclusively focused on capital raising for commercial syndications as a broker/dealer representative since 2017. Originally from Utah, after the last 10 years in Austin, Texas, Brad and his young family recently relocated to Boise, ID.

 

In this episode, we talked to Brad about the pros and cons of getting the broker-dealer status, his methodology in working with the investors, some very useful bits of advice regarding brokerage and certain resources, and much more.

 

Announcement: You can join the Apartment Investing Mastermind here.

 

Investment Brokerage;

 

02:29 Brad’s background;

07:49 The pros and cons of getting the broker-dealer status;

11:28 How Brad is working with the investors;

17:21 Resources and advice;

25:01 Round of Insights

 

 

Announcement: Download Our Sample Deal and Join Our Mailing List

 

Round of Insights

 

Apparent Failure: Brad’s first investment as a passive investor.

Digital Resource: Any AI tool, and Twitter.

Daily Habit: Working out every morning, and then reviewing his day in terms of his goals.

#1 Insight for investing passively in commercial real estate: Working with a professional investment broker.

Best Place to Grab a Bite in Boise, Idaho: Boise Fry Company.

  

Contact Brad:

brad@sugarhouseinvestments.com 

 

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

 

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