The Sage Principles That Scaled Sunrise Capital to $400M+ AUM | Ep. 23 cover art

The Sage Principles That Scaled Sunrise Capital to $400M+ AUM | Ep. 23

The Sage Principles That Scaled Sunrise Capital to $400M+ AUM | Ep. 23

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A decade ago, Kevin Bupp and I ran Sunrise Capital Investors as a lean lifestyle business. There were no huge teams, global workforces, or hundreds of millions in assets under management. It was Kevin and I, finding deals, closing, integrating, and repeating, with some family and friends along the way. Now, in 2026, we manage over $400M in assets. No capital calls. Zero principal loss. Close to a decade of uninterrupted, on-time distributions. This wasn’t from luck, buying at the bottom, or taking advantage of low rates in 2020. This was achieved through disciplined investing and Sage principles, which took us to nearly the half a billion dollar mark. Today, Kevin is on to help me wind back the clock and share the story of how we did it. We’re going through all the lessons: How we went from a lifestyle company to an income-producing engine with a global workforce, the core value that’s made the ride so worth it, how our fund structure evolved to get investors the highest true return, and how we made it through the pandemic, interest rate shocks, and learned a new asset class we knew nothing about that in turn made our investors millions. Sage Wisdom from Today’s Episode: How we scaled from a small lifestyle company to a $400M+ AUM business Why outsourcing the wrong things as you grow can slow you down, not speed you up Making your way through “the fog” when running a small (but quickly scaling) business The principles that allowed us to buy, while our competitors were stuck on the sidelines The mom-and-pop asset class still years behind other industries that we’re doubling down on How our fund structure evolved to give investors the greatest benefits possible — Invest with Sunrise Capital Listen to Kevin’s Podcast, Real Estate Investing for Cash Flow Connect with Kevin on LinkedIn Lessons That Took Me from a Mobile Home to Millionaire | Ep. 3 Recommended Resources: Learn more from Brian and listen to past episodes of The Sage Investor Connect with Brian on LinkedIn Are you a high net worth investor with capital to deploy in the next 12 months?Build passive income and wealth by investing in real estate projects alongside Brian and his team! 00:00 Intro 01:33 The V1 of Sunrise Capital 04:39 Becoming a True Business 07:36 Enjoy the Ride! 09:49 The "Fund" Evolution 14:31 The "Massive Shift" We Needed to Make 19:38 Growing Fast...Pandemic Hits 25:12 Remote Hiring Changed Everything 27:37 Moving Through "The Fog" 29:15 The "Buying Spree" Begins 35:03 A Massively Underrated Asset 41:46 Surviving the Interest Rate Shock 56:22 Next Goal? $1B AUM. 58:29 Kevin's Sage Principle
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