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Diversification in Commercial Real Estate
Sometimes, we as investors develop a hyperfocus on one specific area of investing. There is no more important time than now to understand how to expand your focus.
Advanta IRA’s Alex Perny welcomes Brad Shepherd, Managing Partner of Sugarhouse Investments, a licensed securities broker who helps retail investors take advantage of the upside of real estate ownership without the management headaches. Brad explains several ways that we can improve our investing focus including how diversification in commercial real estate can protect your capital and accelerate your savings goals.
Topics include:
- How certain asset classes (multifamily, self-storage, mobile home, industrial, etc.) are more suitable for some investors vs others.
- Why you might want exposure to multiple classes.
- Overcoming the challenges of passive investing as a limited partner.
Register today.
Webinar Details
Tuesday, November 14, 2023
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
Brad Shepherd
Brad is a licensed broker/dealer representative who helps retail investors take advantage of the upside of real estate ownership without the management headaches, partnering with experienced operators in the best markets 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 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 since 2017.
Diversification in Commercial Real Estate
Sometimes, we as investors develop a hyperfocus on one specific area of investing. There is no more important time than now to understand how to expand your focus.
Advanta IRA’s Alex Perny welcomes Brad Shepherd, Managing Partner of Sugarhouse Investments, a licensed securities broker who helps retail investors take advantage of the upside of real estate ownership without the management headaches. Brad explains several ways that we can improve our investing focus including how diversification in commercial real estate can protect your capital and accelerate your savings goals.
Topics include:
- How certain asset classes (multifamily, self-storage, mobile home, industrial, etc.) are more suitable for some investors vs others.
- Why you might want exposure to multiple classes.
- Overcoming the challenges of passive investing as a limited partner.
Register today.
Webinar Details
Tuesday, November 14, 2023
12-1 pm ET (9-10 am PT)
Login Information
The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.
REGISTER TODAY
About the Presenter
Brad Shepherd
Brad is a licensed broker/dealer representative who helps retail investors take advantage of the upside of real estate ownership without the management headaches, partnering with experienced operators in the best markets 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 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 since 2017.
