Daniel Shepherd Email & Phone Number

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.

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.

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%

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.

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.

Elgin, Il

-Greeted and managed customer requests-Worked under time constraints-Responsible for tracking and storing customer property

Finance And Real Estate

Activities and Societies: KLLC Ambassador, Kelley Living Learning Center, Union Board Live Entertainment Committee, Real Estate Club.

Study Abroad Program, Finance, 3.54

Activities and Societies: DIS AmbassadorsSpent four months studying abroad in Copenhagen, Denmark. Analyzed business in Denmark, Latvia.