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Content provided by AJ and Chris Shepard, AJ, and Chris Shepard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ and Chris Shepard, AJ, and Chris Shepard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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115. Deal Deep-Dive: Identifying Opportunities on Evergreen Investments with Jeff Toporek

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Manage episode 384031907 series 2853794
Content provided by AJ and Chris Shepard, AJ, and Chris Shepard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ and Chris Shepard, AJ, and Chris Shepard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ABOUT JEFF TOPOREK

Jeff is a Founding Partner and a leader in the firm’s investment and asset management platforms. He has an extensive background in principal investing, fund management, asset management, real estate investment banking, and capital markets. Jeff focuses his entrepreneurial energies on creating value from every angle of a transaction, including property operations, leasing, portfolio risk management, and capital markets execution.

He is a recognized expert in managing complicated real estate investments and successfully structuring complex deals. With nearly 30 years of experience, Jeff has completed over $8 billion of acquisitions, direct sales, and financings. He has also managed three principal investment funds and three joint ventures through which he acquired and managed more than $1 billion of office, industrial, retail, and hospitality properties. Jeff earned his B.A. in Organizational Behavior from the University of Michigan.


THIS TOPIC IN A NUTSHELL:

Jeff's career background

About FD StoneWater ventures

Asset Management Defined

Partnership with Tenants

About the Huntsville Deal

Deal structure, location, and team

Ideal types of deals they are looking for

Takeaway from this deal

Underwriting an Evergreen Investment Deal

What do returns look like for this deal?

Landlord-Tenant relations

Financing and Mortgage

Benefits and challenges of Evergreen fund

Dealing with potential expansions and downsides

Connect with Jeff

KEY QUOTE:

“If we help the tenant succeed, the real estate success just comes along with it.”


SUMMARY OF BUSINESS:

FD Stonewater LLC is a boutique real estate investment, asset management, development, and brokerage

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#RealEstateInvesting #PrincipalInvesting #AssetManagement #EvergreenInvestments #EvergreenFund #Development #Construction #Expansion #FederalConsulting #SingleTenant #MissionCriticalInvestments #Tenant #Landlord #Huntsville #Alabama #Underwriting #AccreditedInvestors #Institutional #GroundUp #Industrial #ProjectExpansion #Acquisition #Leasing #BuildingWealth #ComplexDeals #CapitalMarkets #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JEFF TOPOREK:

Email: jtoporek@fdstonewater.com

Website: http://www.fdstonewater.com

LinkedIn: https://www.linkedin.com/in/jeff-toporek-b8846b2b

Instagram: https://www.instagram.com/fdstonewater
Facebook: https://www.facebook.com/FDStonewater

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

  continue reading

136 episodes

Artwork
iconShare
 
Manage episode 384031907 series 2853794
Content provided by AJ and Chris Shepard, AJ, and Chris Shepard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AJ and Chris Shepard, AJ, and Chris Shepard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

ABOUT JEFF TOPOREK

Jeff is a Founding Partner and a leader in the firm’s investment and asset management platforms. He has an extensive background in principal investing, fund management, asset management, real estate investment banking, and capital markets. Jeff focuses his entrepreneurial energies on creating value from every angle of a transaction, including property operations, leasing, portfolio risk management, and capital markets execution.

He is a recognized expert in managing complicated real estate investments and successfully structuring complex deals. With nearly 30 years of experience, Jeff has completed over $8 billion of acquisitions, direct sales, and financings. He has also managed three principal investment funds and three joint ventures through which he acquired and managed more than $1 billion of office, industrial, retail, and hospitality properties. Jeff earned his B.A. in Organizational Behavior from the University of Michigan.


THIS TOPIC IN A NUTSHELL:

Jeff's career background

About FD StoneWater ventures

Asset Management Defined

Partnership with Tenants

About the Huntsville Deal

Deal structure, location, and team

Ideal types of deals they are looking for

Takeaway from this deal

Underwriting an Evergreen Investment Deal

What do returns look like for this deal?

Landlord-Tenant relations

Financing and Mortgage

Benefits and challenges of Evergreen fund

Dealing with potential expansions and downsides

Connect with Jeff

KEY QUOTE:

“If we help the tenant succeed, the real estate success just comes along with it.”


SUMMARY OF BUSINESS:

FD Stonewater LLC is a boutique real estate investment, asset management, development, and brokerage

ABOUT THE WESTSIDE INVESTORS NETWORK

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.

The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

#RealEstateInvesting #PrincipalInvesting #AssetManagement #EvergreenInvestments #EvergreenFund #Development #Construction #Expansion #FederalConsulting #SingleTenant #MissionCriticalInvestments #Tenant #Landlord #Huntsville #Alabama #Underwriting #AccreditedInvestors #Institutional #GroundUp #Industrial #ProjectExpansion #Acquisition #Leasing #BuildingWealth #ComplexDeals #CapitalMarkets #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork

CONNECT WITH JEFF TOPOREK:

Email: jtoporek@fdstonewater.com

Website: http://www.fdstonewater.com

LinkedIn: https://www.linkedin.com/in/jeff-toporek-b8846b2b

Instagram: https://www.instagram.com/fdstonewater
Facebook: https://www.facebook.com/FDStonewater

CONNECT WITH US

For more information about investing with AJ and Chris:

· Uptown Syndication | https://www.uptownsyndication.com/

· LinkedIn | https://www.linkedin.com/company/71673294/admin/

For information on Portland Property Management:

· Uptown Properties | http://www.uptownpm.com

· Youtube | @UptownProperties

Westside Investors Network

· Website | https://www.westsideinvestorsnetwork.com/

· Twitter | https://twitter.com/WIN_pdx

· Instagram | @westsideinvestorsnetwork

· LinkedIn | https://www.linkedin.com/groups/13949165/

· Facebook | @WestsideInvestorsNetwork

· Youtube | @WestsideInvestorsNetwork

  continue reading

136 episodes

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