Overview
Experienced real estate professional looking for opportunities in the
loan/asset workout environment. Solid background in asset management,
due diligence, acquisitions, workouts and legal proceedings. Equally
capable of establishing and leading a team or providing depth to an
existing group.
Skills & Talents
Relationship Management Leadership
Ability to establish significant Secure senior leadership input and
new relationships support while setting and managing
Create and implement plans for strategic agendas
the maintenance and growth of Responsive problem solver with
relationships ability to deliver on critical
Ensure that relationships are business initiatives
profitable relative to risk Recognized for possessing strong
leadership and people management
skills
Excellent facilitation and process
Real Estate Workouts focus
Expertise in loan negotiations,
asset management and legal New Office Management
procedures
Experienced in all phases of Opened three new production offices
third party review in the southeastern US
Excellent portfolio assessment Knowledgeable in areas of office
skills selection, office build-out and
Able to interface with senior lease negotiation
leadership regarding risk on a Experienced in building a successful
project and portfolio level team from scratch
Professional Experience
Cochise Real Estate Consulting Atlanta, GA 2007 -
Current
Principal
1. Established platform to provide real estate consulting services to
banks, borrowers and loan servicers.
2. Relationships with over thirty banks in the southeastern United
States.
3. Working relationships with two major Atlanta firms established in
equity sales, leasing and tenant representation.
4. Established connections with equity, preferred equity, sale-lease back
and mezzanine sources.
Bridger Commercial Funding (BCF) Atlanta, GA 2001 - 2007
Senior Vice President - Relationship Management
5. Manager of southeastern regional CMBS origination office. Established
BCF as a competitive CMBS lender in the market.
6. Responsible for hiring and overseeing a full staff of analytical and
underwriting personnel.
7. Established profitable, high volume, new relationships with
Grandbridge and Colonial Bank.
8. Originated over $400MM in CMBS loans.
Wells Fargo Commercial Mortgage Origination (WF) Atlanta, GA
1997 - 2001
Regional Director
9. Responsible for re-opening WF's CMBS origination office in the
southeast.
10. Expanded WF's efforts beyond existing bank clients to the mortgage
banking community and direct borrowers.
11. Established WF as a pre-eminent low leverage lender within the
southeastern market.
Manulife Financial (John Hancock in the US) Atlanta, GA 1995 -
1997
Assistant Manager Southeastern Region
12. Co-opened the Atlanta office for Manufacturers Life (Canada).
13. Reviewed, inspected and assessed the existing loan portfolio (over 75
loans).
14. Successfully interfaced with credit management in Toronto to establish
the office's underwriting credibility.
15. Created a network of mortgage banking relationships to replace the
previous correspondent relationships.
Wachovia (First Union and Southeast Bank) Miami, FL and Atlanta, GA 1981 -
1994
Vice President Problem Assets 1990 - 1994
16. Managed problem loan and REO portfolios in Florida and Georgia
totaling over $900MM.
17. Responsible for a staff of 6 to 8 individuals in each location.
18. Directed strategy, negotiations, asset management and disposition.
19. Experienced in managing outside counsel and the legal process.
Vice President, Group Head Real Estate 1988 - 1990
20. Originated and underwrote construction, interim and acquisition loans
in the southeastern US.
21. Responsible for a staff of 12, including 4 originators.
22. Client concentration of national and major regional commercial and
residential real estate developers.
23. Co-authored bank's real estate lending manual.
Education
Bachelor of Science in Accounting
Indiana University - Bloomington, 1981
Business Licenses
Georgia real estate license
References
Upon request
Real Estate Workout Addendum
Extensive experience in real estate performance assessment, workouts and
REO disposition. Over $900MM of under-performing asset, non-performing
asset and real estate owned resolution. Expertise in managing enhanced
property performance through negotiation and restructuring. Accomplished
in the legal aspects of the workout spectrum. Solid background dealing
in deed-in-lieu, forbearance, foreclosure and receivership situations.
Previous Experience
Note Sales Other
Non-performing note secured by Foreclosed and asset managed a full
land on Key Biscayne sold at par. service marina in Miami, Fl.
Managed environmental process and
Non-performing class "B" MF notes subsequently sold.
secured by assets in Atlanta, GA Managed the environmental review of
sold at a discount. a former industrial site used as an
Pool of performing and illegal dump in Dade County and the
non-performing loans acquired decision not to foreclose.
during a bank purchase in GA sold
at a discount.
Negotiated discounted purchase of Office
a class "C" MF loan on property
in Atlanta. Gained title to, asset managed and
sold an office building in Aventura,
Retail FL.
Simultaneously foreclosed on and
Foreclosed, asset managed and sold an office building in Broward
sold an anchored retail center in County, FL.
Ft. Pierce, FL Foreclosed, asset managed and sold
Managed the loan restructuring of an office building in Jacksonville,
a seven asset retail portfolio in FL.
Atlanta, GA.
Land
Residential
Gained title to over 10 sq miles of
Gained title to, asset managed land outside of Jacksonville, FL.
and sold a 200 lot SF development Negotiated return to agricultural
in Broward County, FL. zoning from commercial. Timbered
Foreclosed a 179 lot SF property to pay for all taxes,
development in Broward County and nominal improvements and
sold it. Negotiated clear title maintenance.
from the US government over Jointly foreclosed with another
concerns about the legality of lender a horse farm (Arabian) in
original developer's equity Louisville, KY. Sold as land for
funding. residential development.
Took title to land in Tampa, FL and
sold as condominium development
site.