Strategy

Each deal requires a creative strategy that is driven by its own individual set of circumstances. From the characterization of environmental concerns to the turnkey redevelopment of a brownfield site, our creative solutions are geared towards minimizing risk and cost, while optimizing a contaminated property’s productive reuse. If you are an owner, or responsible party (RP) of contaminated property and are deciding to divest, our team will acquire “as-is, where-is” including a transfer of environmental liability. Our real estate redevelopment and environmental closure expertise moves properties from idle and under-utilized to sale and development. This process minimizes market and regulatory risk while aligning stakeholder interest. The end-result is a revitalized, vibrant, clean, economically and ecologically sustainable redevelopment.

 

Acquisition Criteria

Preferred Profile » Well-located value added opportunities which may include components of new development, redevelopment and/or re-leasing.

Preferred Property Types » Brownfield sites, industrial, port development (air, sea, trucking), office (suburban or central business district), retail (big-box, junior-anchored, grocery-anchored), or in-fill development land.

Special Situations » Ability to purchase or originate non-controlling financial components of a transaction including preferred equity or messanine debt on a single asset or portfolio basis.

Priority Markets » $1-10 million, however smaller and larger acquisition opportunities will be considered. Acquisitions have ranged from $250 thousand to $20+ million.

Quality » Class A, Class B & upgradeable Class C.

Occupancy » 0-100% (n the latter case with near-term, below market rent rollover).

Environmental » Environmentally impaired properties are a specialty. If the cost of the cleanup exceeds the value of the parcel, the owner may be required to participate. A variety of services can help the owner reposition these properties in the marketplace to overcome environmental stigma associated with contamination.

Due Diligence/Closing » Can be expedited to meet seller’s needs.

Structure » Purchase of 100% fee simple interest preferred; joint venture structures will be considered on a case by case basis; special expertise in ground lease structures; note purchases will be considered.

Unsolicited Offers » May be made if sufficient information is available. Meeting with potential sellers who may not have made the decision to sell is a preferred alternative to unsolicited offers.

Broker Relationship » The firm acts solely as a principal and does not participate in brokerage fees. Third party brokerage services are utilized for all post-acquisition leasing and sale requirements. Shepherd Capital Group will provide fee protection to brokers that bring off-market transactions to the firm and will give first priority for the leasing, management and re-sale services of brokerage firms that procure transactions for the firm. All brokerage companies engaged by Shepherd Capital Group for leasing assignments will cooperate with outside brokers.

ShepherdCapitalGroup_OverviewOfServices.pdf

Mr. Shepherd and his team are a great asset, as they really understand how deals work and how to make them profitable. Despite the complexities of the project, SCG’s mature approach empowers the whole team to operate efficiently, minimize risk and get the best possible outcome.W. Feltovic, Esquire | General Electric
Mr. Shepherd’s team  was responsible for driving our real estate transactions from start to finish. His detail-oriented approach minimized risk exposure and his team’s strong project management skills ensured that projects remained on-track for success.S. McGraw | Weston Solutions
I have had the pleasure of working with Mr. Shepherd and his team on several large, complex real estate projects involving brownfield sites in Hawaii for the last 7 years. SCG consistently impressed me with their expertise in commercial real estate acquisition/disposition, marketing, and development. In addition to demonstrating technical competence, Mr. Shepherd and his team embodied diligence, integrity, and professionalism.D. Wiens, Managing Director | Grubb & Ellis/CBI, Inc.
I am always impressed with Mr. Shepherd and his team’s ability to ask clear and concise questions which cut to the heart of the issue whether evaluating an acquisition; or discussing development challenges.G. Jones, V.P. | CBRE, Inc.
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