Supervised the preparation of due diligence and marketing packages, business plans, and pricing of assets for privately-held operating companies. Secured equity joint ventures and entity level funding. Secured the equity, mezzanine, and senior construction loan. Development projects included thousands of single family homes, as well as town homes, cottage homes, and in several locations the creation new downtown commercial districts.
Direct oversight of in-house staff for the preparation of financial land development and homebuilding models, offering memorandums, websites, and the marketing for sale of the land and remaining housing inventory.
Sold a majority interest in the real estate operating company to a Fortune 500 corporation and aided in the formation of a new real estate venture which capitalized on the growth opportunities within Florida and the southeastern United States. The South Hampton master-planned community containing an 18-hole Mark McCumber golf course and recreational amenities was one of several residential developments financed by the new venture.
Created a "go-forward" business plan and raised equity through an entity level financing with a major Wall Street capital fund. Facilitated the acquisition of millions of square feet of office and industrial space.
Coordinated the analysis of developed and undeveloped real estate located within Williams Island and Fisher Island. Advised Mutual Benefit on exit strategies for the existing condominium and land inventory, marina, golf course, commercial, and real estate operations.
Prepared detailed analysis of the hotel operations, marinas, residential housing, and commercial assets of both resorts. The goal was to price, market, and then sell these assets. CSX acquired the assets shortly after completion of the pricing analysis.
Directly marketed and sold the site at a price that was and continued to be the highest per square foot paid for land on Biscayne Boulevard between the core downtown and Omni area for the next 20 years. The property was purchased by Armando Codina and Jeb Bush (former Governor of Florida).
Participated in the marketing of Wellington, a partially developed 8,000-acre master-planned community with substantial land holdings, hundreds of improved lots, model homes, golf courses and clubhouses, an airstrip and a water and sewer plant which resulted in the sale of the property.
Part of the senior management team that served as an adjunct to GM's realty staff, assessing various quality-of-life elements which were a major factor in the facility's location process. The nationwide Saturn site search took five months and included a review of proposals submitted from 38 states followed by extensive fieldwork.
Analysis involved pricing land and developing a mixed-use resort-commercial-residential model and expert witness testimony for the transfer of this property from an American citizen to the Costa Rican government through a World Bank arbitration hearing.
Real estate tax reduction involved preparing a comprehensive analysis of market rents, occupancy, operating expenses, and capitalization rates. This analysis was compiled and detailed in a evidence package which was presented to the county assessor.
Advisory services included valuing the Marineland’s real estate, operating business, and the current contribution of the marine mammals and fish stock to the acquisition price.
Advisory services included underwriting the analysis performed by third party groups on real estate assets ranging from less than one acre to over 3,500 acres of land approved for residential, commercial, industrial and passive uses. One of four consultants asked to market for sale all of the MacArthur Foundation land assets in Florida.
Advisory services involved preparing business plans for a $300+ million portfolio of assets that included several thousand acres of land, millions of square feet of industrial, retail, and office space, and several public/private partnership to assist a Wall Street firm acquisition of a one-third interest in the venture.
Advisory services involved working directly with the CEO of Arvida to coordinating the analysis and underwriting of all Arvida's real estate assets in preparation for a Wall Street offering to facilitate a spin off from the Disney Company.
Advisory services involved working as the lead real estate consultant to Disney's Wall Street investment banker in the effort to fend off a hostile take-over.