Free Report: Stocks vs Real Estate

Financial Freedom through Passive Income

We help busy professionals like you create passive income from hassle-free real estate investments.

Free Report: Stocks vs Real Estate…What’s the Best Investment?

Short squeezes and general market volatility wreak havoc on your stock portfolio. Don’t miss this free report on how private real estate can help you achieve your investment goals faster. And with a lot less drama!

We provide you with pre-vetted opportunities to preserve capital, generate tax-efficient income, and build generational wealth.

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We'll reach out to schedule a call so we can get know you and learn about you and your goals.

INVEST

We'll present you investment opportunities, and when you're ready to invest we'll guide you.

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Spend time doing what you love as you enjoy regular cash flow, as your money, and we, do the work for you.



Our latest thoughts on the Commercial Real Estate Syndication and Passive Investing scene

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A Few of our Recent Acquisitions

Investing in the right markets across the U.S. A great economy, job growth, landlord-friendly, with solid population expansion.
las brisas apartment complex passive investment opportunity
western-station-multifamily-apartment-investing
Baxter at Westwood multifamily apartments
mira vista apartment complex passive investment opportunity

Sugarhouse Investments provides an avenue to truly passive commercial real estate investing. We connect you with safe, consistent, and hassle-free investment opportunities in real estate syndications that we have already vetted for you.

Hassle-free Commercial Real Estate Investments

Proven Track Record in Reliable Asset Classes

Tax-Efficient Passive Income

Core Team

Brad Shepherd - multi family syndication

Brad Shepherd

Managing Partner

Brad’s career spans hotel and vacation property management, development of retail and hospitality space, retail operations, and raising capital from both domestic and international investors.
Sugar House Investments

Kelli Shepherd

Partner, Chief Analyst

Kelli is a corporate tax CPA by training, starting her career in the Big 4 before moving to industry roles. She brings her extensive love for numbers to Sugarhouse to thoroughly evaluate each potential investment opportunity.
David Thompson

David Thompson

Strategic Advisor

David has strong experiences in real estate investing in both domestic and international projects covering single-family, multi-family and land development.

Our Model

Our team does the work and you reap the rewards. We partner with experienced operators with proven track records of delivering attractive returns. Together we build long-term wealth and passive income streams through a diversified offering of value-add multifamily, self-storage, and manufactured home park investments located in select markets across the U.S.

Investments that are expected to deliver attractive returns over the life of the project and a big payout when it sells

Favor strong growth markets in the path of progress

Focus on value-add projects to create attractive upsides and limit risk

The benefits of passive Investing in Commercial Real Estate are numerous and significant

TRUE DIVERSIFICATION

Experience true diversification outside of the stock market and avoid market volatility with non-correlated commercial real estate

TAX BENEFITS

True ownership in a LLC allows for pass-through depreciation of the assets to investors, providing significant tax benefits

RECESSION RESILIENT

Invest in pre-vetted recession resilient assets that perform well in all cycles.

MULTIPLE FUNDING OPTIONS

Investors can use Cash, Self-Directed IRAs, Solo 401Ks, SEP IRAs, SIMPLE IRAs, Trusts and LLC’s to Invest

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Securities offered through Phase One Financial Services, LLC. Member FINRA/SIPC. Disclosure of Interests Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular investment. Access to information about the investments are limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.

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