Who We Are

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.

Brad Shepherd - multi family syndication

Brad Shepherd

Managing Partner

Real estate investing has been part of Brad’s life since his college days. He earned his undergraduate degree in Finance with an eye towards commercial real estate, interning with one of the premier large commercial property portfolio companies in the Northwest. He purchased his first rental property within months of graduating college, and quickly added several more.

Brad’s career includes nearly a decade with a retail and hospitality startup company in Utah, the last four as president of the organization, guiding it through incredible growth. His experience includes management of hotel and vacation property, retail and café operations, as well as the development of retail and hospitality space, and raising capital from both domestic and international investors. After moving to Texas in 2011, he began actively flipping residential properties and building a rental portfolio in Austin and neighboring cities in Central Texas.

Brad and his young family have called Austin home since 2011.

Kelli Shepherd

Partner, Chief Analyst

Kelli received her Masters of Public Accounting from BYU in 2001. Her career began with one of the Big 4 firms before being recruited into industry roles, in Salt Lake City and then Austin.

She brings an invaluable skill set with an eye for detail, vetting each investment opportunity and its potential returns and pitfalls.

She has been with Brad in their real estate journey every step of the way since they were married in 2007, managing their business, their house, and two young attention-hungry boys.

Sugar House Investments
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. He earned his MBA in finance from Thunderbird School of Global Management, and graduated summa cum laude with a B.A. degree from Arizona State University. David spent over 20 years in high-tech management positions at Dell, AT&T, and Lucent Technologies. At Lucent he managed a $2.5B investment portfolio and raised over $1B in funds for acquisitions.

After leaving the corporate world, David started Thompson Investing and has raised significant private equity capital. He helped provide investor funds to Ashcroft Capital (a strategic partner) to purchase over 1750 apartment units in 7 separate communities worth over $160M. He’s also helped fund a $50M self storage and mobile home park fund sponsored by the CoveMark Group.

David prides himself on building long-term relationships with investors and partners while providing a great customer experience. Dave has lived in Austin, Texas for twenty years with his wife and has two daughters.