Daniel Shepherd

Daniel Shepherd Email and Phone Number

Regional Asset Manager & Managing Broker at Crest Property Management @ Crest Capital Management
Daniel Shepherd's Location
Greater Chicago Area, United States
Daniel Shepherd's Contact Details

Daniel Shepherd work email

Daniel Shepherd personal email

n/a
About Daniel Shepherd

I joined Crest Capital Management in 2023, working in business development for their third party property management platform and as asset manager for their holdings in Indiana and Wisconsin. I am also a licensed managing broker in IL. My past includes a stint as a multifamily broker, as well as a jack of all trades (doing multifamily acquisitions, sales, property management, rehab management, and asset management concurrently) for a north shore family office. I have directly bought or sold over $40M and 100+units as a broker and have been involved in well over $100M in real estate transactions. Outside of work, you can find me on the golf course trying to hang onto my +3 handicap, watching the Chicago Bears, or at a local restaurant.

Daniel Shepherd's Current Company Details
Crest Capital Management

Crest Capital Management

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Regional Asset Manager & Managing Broker at Crest Property Management
Daniel Shepherd Work Experience Details
  • Crest Capital Management
    Regional Asset Manager, Business Development Lead, Managing Broker
    Crest Capital Management Apr 2023 - Present
    Chicago, Illinois, United States
    I currently oversee around 800 units and 9 employees as a Regional Manager. I am also the managing broker for the business and am responsible for much of our investor relations.
  • Essex Realty Group, Inc.
    Director
    Essex Realty Group, Inc. Sep 2020 - Apr 2023
    Chicago, Illinois, United States
    Multifamily brokerage with an emphasis on Lincoln Park & Lakeview transactions. Also was the managing broker for a new line of business, Essex Three Twelve, which focused on smaller 3-12 unit buildings throughout the city and suburbs.
  • Barnett Capital Ltd.
    Acquisitions Specialist And Analyst
    Barnett Capital Ltd. Aug 2017 - Apr 2020
    Northbrook, Illinois
    • Licensed Realtor with 15 completed transactions of multifamily, residential and land assets totaling over $10M• Expert in Chicago multifamily market between Bridgeport and Rogers Park• Strong experience in sales, underwriting/acquisitions, leasing, property management• Extensive network of brokers and avenues for deal sourcing• Managed rehab, lease up, property management, and sale of 20+ properties (120+ units) owned by employer• Personally responsible for three start-to-finish multifamily deals (including purchase, rehab, lease up, and sale) generating $450k profit and 26.5% equity return• Sold or managed the sale of 21 properties and met or exceeded sales goal on every property. Exceeded projections by total of $387,000 • Property management for up to 200 units at a time• Leased 6 retail/storefront spaces, 5 of them leased within 3 weeks, all at expected market rental rate• Completed preliminary due diligence on joint venture/bridge lending proposals nationwide to confirm equity return, projected rents, back-end sale price, construction budget, etc.• Purchased single family homes to rehab with projected return on equity of 24%
  • Oneamerica
    Commercial Mortgage Loans Intern
    Oneamerica May 2016 - Jul 2016
    Indianapolis, Indiana Area
    Was a part of a 26-person intern class across many divisions of the company. OneAmerica Financial Partners is a mutual financial services company with nearly 2,000 employees, providing life insurance, retirement planning, and employee benefits for individuals and companies across the United States. As a member of the Investments Division specializing in Commercial Mortgage Loans, I was responsible for the following:Origination: -Comprehensive underwriting and review relating to loan packages-Review of property inspections, appraisals, third party reports, PCAs, Phase 1 environmental documents, etc; -Completion of large retail property inspection under guidance of VP of Loan ProductionPortfolio Management:-Responsible for detailed financial analysis of current commercial mortgage loan portfolio, ranging from $2M to $33M.-Analyzed and monitored originated loans by reviewing credit rating of tenants, tracking problem loans, also communicated with servicing correspondents to update loans and collect updated financial statements-Used submitted financial statements and rent rolls to rate loans from 1-5 based on LTV, DSCR, vacancies, market performance, tenant quality, property inspections, lease terms, et cetera. Relationship Building:-Was a member of a eight person project team responsible for developing three new rotational programs within the company. Our final project included a 75 minute presentation to executives and high-level management..-Daily correspondence with brokers and loan servicing managers from brokerage companies to update and correct loan files-Client facing activities, including trips to Indianapolis Motor Speedway, a golf outing, and dining events.
  • Illinois Junior Golf Association (Ijga)
    Tournament Coordinator Intern
    Illinois Junior Golf Association (Ijga) May 2015 - Aug 2015
    Lemont, Il
    As a tournament coordinator intern, we were in charge of running the golf tournaments. This was everything from setting up, checking kids in, teeing them off, being a rules official out on the course, hosting trophy ceremonies and dealing with parents. There were many important details on the job (you would never believe how much fuss can be caused by not having tees for the golfers on the first tee) that went into the work such as printing roughly 500 scorecards, 500 info sheets, alphabetical lists of players, packets for the employees, trophies, and making sure all supplies were fully stocked for each week's worth of tournaments. As a communicator, I navigated talking to junior golfers at a level that was appropriate for them, as well as the parents of the children, who were often confrontational and quick-tempered. This job taught me valuable skills but was also important to me personally, as the IJGA was something I was a member of for many years as a junior, so it felt good that I give back to the organization that raised me by helping kids and making the same impact they made in my life.
  • Bowes Creek Country Club
    Cart Attendant
    Bowes Creek Country Club Apr 2013 - Aug 2014
    Elgin, Il
    -Greeted and managed customer requests-Worked under time constraints-Responsible for tracking and storing customer property

Daniel Shepherd Skills

Teamwork Golf Microsoft Excel Microsoft Access Time Management Customer Service Hospitality Golf Courses Social Media Cost Benefit Basic Mortgage Underwriting Commercial Real Estate Commercial Lending Financial Analysis Financial Modeling

Daniel Shepherd Education Details

Frequently Asked Questions about Daniel Shepherd

What company does Daniel Shepherd work for?

Daniel Shepherd works for Crest Capital Management

What is Daniel Shepherd's role at the current company?

Daniel Shepherd's current role is Regional Asset Manager & Managing Broker at Crest Property Management.

What is Daniel Shepherd's email address?

Daniel Shepherd's email address is da****@****oup.com

What schools did Daniel Shepherd attend?

Daniel Shepherd attended Indiana University Bloomington, Danish Institute For Study Abroad (Dis).

What are some of Daniel Shepherd's interests?

Daniel Shepherd has interest in Animal Welfare, Disaster And Humanitarian Relief, Health.

What skills is Daniel Shepherd known for?

Daniel Shepherd has skills like Teamwork, Golf, Microsoft Excel, Microsoft Access, Time Management, Customer Service, Hospitality, Golf Courses, Social Media, Cost Benefit, Basic Mortgage Underwriting, Commercial Real Estate.

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