Marlon E. Matza
*** **** **** ****** – suite *zz
New York, New York 10065
212-***-**** E-mail: **@****.***
www.strategicrealtyadvisors.com
INTRODUCTION: Extensive experience - transaction oriented - acquisitions, financing, sales, leasing - extensive
relationships with owners, developers, banks, insurance companies, opportunity funds, hedge funds,
and brokers – strong valuation experience – technical expertise with all property types -experience
with development, condo/coop conversion, joint ventures, renovation, new construction, and
ground leases
Strategic Realty Advisors – 215 East 68th Street – NY, NY 2009 - present
EXPERIENCE:
Managing Partner
Acquisitions, Sales, Loan Origination and Placement
• Originated and placed $55,000,000 permanent loan on retail component of 200 West 72nd Street
• Originated and placed $21,000,000 note purchase on the Allegria Hotel in Long Beach, LI
• Contracted to purchase 6 manufactured housing communities in Atlanta for $42,000,000
• Sold TD Bank net leased property in Riverdale, NY for $7,000,000
• Sold vacant retail building in Forest Hills, NY for $5,000,000
• Arranged lease, acquisition, and financing on Advance Auto Parts in Linden, NJ
• Co-developing 40,000 sf mixed use property in Riverhead, LI
Gould Investors LP – Great Neck, NY 2004 – 2008
Senior Vice President
Acquisitions – Dispositions-Redevelopment
Gould Investors owns and manages a diversified portfolio of properties located throughout the U.S.
including office buildings, apartment buildings, shopping centers, mixed-use properties, industrial
facilities and single tenant buildings. Gould has also been the largest shareholder in several savings
and loan institutions. Gould is the largest shareholder in BRT Realty Trust (NYSE:BRT), a
commercial mortgage REIT and One Liberty Properties, Inc. (NYSE:OLP), a single tenant net lease
REIT. Both of these companies are run by the Gould Investors organization.
• Arranged the purchase of 5 properties totaling $90,000,000
• Prepared discounted cash flow analyses
• Prepared and submitted written offers for new acquisitions
• Wrote investment summaries for committee approval
• Negotiated purchase terms and Purchase and Sale Agreements
• Conducted due diligence including the abstracting of leases, review of historical financial
statements, review of tenant credit, market research to confirm rental rate assumptions, vacancy
factors, comparable property sale prices, zoning, and excess development rights if any
Dispositions
• Arranged the sale of 3 properties totaling $15,000,000
• Prepared financial analyses to determine range of value for properties slated for sale
• Surveyed markets for comparable sales
• Prepared investment memorandums for distribution to prospective purchasers
• Compiled target list of prospective purchasers
• Solicited interest from prospective purchasers
• Negotiated sale terms with purchasers after qualifying their financial capability and track record
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Marlon E. Matza
April 2014
Office Building Conversion to Residential Condominium
• Conducted feasibility study to convert an office building (175 Great Neck Road – GNK) into a
residential condominium
• Negotiated lease termination agreements with office tenants
• Attended numerous meetings and made public appearances before planning board - obtained
variance for the project
• Managed architectural firm, mechanical engineer, electrical engineer, civil engineer, and
designer in connection with the planning and preparation of working drawings for the project
• Managed the process of producing materials and obtaining documents from third parties for the
production of an Offering Plan for submission to the New York State Attorney General’s Office
Strategic Realty Advisors – 5 East 59th Street – NY, NY 1997 – 2004
Managing Partner
Loan Origination and Placement, Investment Sales, Acquisitions
• Acted as independent agent and principal
• Completed numerous transactions involving office buildings, apartment houses, warehouses,
hotels, assisted living facilities, structured parking garages, retail stores, land, commercial
condominiums, and development sites
• Acquired a long term leasehold interest in the Bayberry Hotel in Great Neck, Long Island
• Acquired 1130 Madison Avenue in Manhattan
• Acquired single family residences and land for resale
• Acquired building lots and co-op apartments
• Acted as Owner’s representative and exclusive agent in arranging a long term ground lease on
the property located on the corner of Broadway and Houston Street with Harry Macklowe
Sonnenblick-Goldman Company – 445 Park Avenue – NY, NY 1992 -1996
Vice President
• Developed relationships with major owners of institutional real property
• Developed relationships with sources of debt and equity capital including the life companies,
commercial banks, savings banks, credit companies, pension fund advisors, and opportunity
funds
• Originated exclusive assignments to arrange the sale and financing of numerous properties
including 575 Lexington Avenue, The Colorado, Long Beach Towers, and others (see the
schedule)
• Prepared offering materials
• Negotiated purchase/loan terms and facilitated contract executions
• Coordinated the closing of transactions
Eugene M. Grant & Company – 277 Park Avenue – NY, NY 1991-1992
Owners Representative – Leasing
• Evaluated leasing options for the St. John’s Terminal building, a 1,000,000 sq. ft. back office
building located in lower Manhattan
• Acted as Owner’s representative in connection with the leasing of the property
• Successfully arranged lease transactions comprising approx. 50,000 sq. ft.
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Marlon E. Matza
April 2014
Century Brokerage Services, Ltd. - 2280 Grand Ave. – Baldwin, LI 1988-1991
• Developed contacts with public and private Owners of income producing
real property
• Developed contacts with Lenders including commercial banks, savings
banks, insurance companies, credit companies, an pension fund advisors
• Originated and placed numerous financings including the Southampton
Bath & Tennis Club in Southampton, LI
BRT Realty Trust – 60 Cutter Mill Road – Great Neck, NY 1986-1987
Analyst
• Trained to underwrite income producing property
• Reviewed and analyzed new loan requests for co-op conversions
• Prepared loan “write-ups” for presentation to loan committee
EDUCATION: Bernard M. Baruch College of the
City University of New York 1982-1986
BBA - Finance and Investments - magna cum laude-1986
New York University
Real Estate Institute
Completed numerous courses in real property taxation, finance,
real property law, co-ops and condominiums, and real estate brokerage
LICENSES: Licensed New York State Real Estate Broker
TEACHING: Adjunct Professor of Real Estate
Steven L. Newman Real Estate Institute
Bernard M. Baruch College of the City University of New York
Transaction History - Marlon E. Matza
OFFICE BUILDINGS
Property Location Transaction Size Transaction Type Employer/Client
260 Eleventh Avenue - Manhattan 79,500,000 Acquisition Gould Investors
575 Lexington Avenue - Manhattan 63,000,000 Financing Koeppel Family
111 Livingston Street - Brooklyn 10,250,000 Sale Charles Hack
3115 Long Beach Road - L.I. 1,775,000 Financing FGH Realty Credit Corp.
211 Broadway - L.I. 1,000,000 Financing Imperial Equities
277-305 Northern Blvd. - L.I. 4,750,000 Financing Jobco Organization
32 East 31st Street - Manhattan 1,500,000 Financing Imperial Equities
286 Spring Street - Manhattan 2,500,000 Financing HMS Properties
Plantation Professional Plaza - Plantation, Fl 4,850,000 Sale Gould Investors
Gould Professional Center - West Palm Beach, Fl 9.650,000 Sale Gould Investors
151 William Street - Manhattan 7,150,000 Sale NYS Teachers Retirement
SHOPPING CENTERS AND RETAIL BUILDINGS
Property Location Transaction Size Transaction Type Employer/Client
Mayfair Shopping Center - N.J. 10,750,000 Financing Weinberg/Solomon
Austin Street - Forest Hills 4,000,000 Sale Chehebar Family
Luna Park Shopping Center - Brooklyn 3,100,000 Sale Wasserman Family
Fulton Plaza - Mount Vernon, New York 500,000 Sale Archon Group
83-89 Main Street - Southampton 1,000,000 Financing Arnold Pastor
Kmart - Michigan 3,000,000 Financing Imperial Equities
Luna Park - Brooklyn 1,850,000 Financing Wasserman Family
145-149 Bowery - Manhattan 2,250,000 Financing David Lieberman
138 Fulton Street - Manhattan 525,000 Financing Garrick-Aug Associates
31-73 Steinway Street - L.I.C. 650,000 Financing Garrick-Aug Associates
32-02 Linden Place - Queens 1,960,000 Financing China Trust Bank
90-20 Jamaica Avenue - Queens 1,640,000 Acquisition Marlon Matza
260-268 Atlantic Avenue - L.I. 750,000 Acquisition Marlon Matza
200 West 72nd Street - Manhattan 55,000,000 Financing Philips International
APARTMENT BUILDINGS
Property Location Transaction Size Transaction Type Employer/Client
180 Montague Street - Brooklyn Heights 101,000,000 Sale Ian Bruce Eichner
Long Beach Towers - Long Beach, LI 15,500,000 Sale Citicorp Real Estate
188-211 Sherman Avenue - Manhattan 2,600,000 Financing Maurice Mann
140 Broadway - Lynbrook, LI 750,000 Financing Cohen Family
MIXED USE BUILDINGS
Property Location Transaction Size Transaction Type Employer/Client
181-191 Columbus Avenue - Manhattan 6,750,000 Financing Braka Family
The Colorado - 235 West 76th St. - Manhattan 9,200,000 Financing GE Capital
1130 Madison Avenue - Manhattan 5,000,000 Acquisition Marlon Matza
130 Main Street - Riverhead, LI 7,000,000 Acquisition North South Development
HOTELS
Property Location Transaction Size Transaction Type Employer/Client
Bayberry Hotel - Great Neck 6,000,000 Acquisition Marlon Matza
Lauderdale Beach Hotel - Fort Lauderdale, Fl 3,150,000 Financing Strine Family
SINGLE TENANT NET LEASED BUILDINGS
Property Location Transaction Size Transaction Type Employer/Client
Staples - 1500 Chestnut St. - Philadelphia 5,200,000 Acquisition Gould Investors
Advance Auto Parts - Wareham, MA 2,300,000 Acquisition Gould Investors
Northfork Bank - Melville, LI 1,600,000 Acquisition Gould Investors
Red Robin Gourmet Burgers - DesMoine, Iowa 1,823,000 Acquisition Gould Investors
Advance Auto Parts - Linden, NJ 4,300,000 Financing Gumowitz Family
TD Bank - Riverdale, NY 7,000,000 Acquisition Donald Zucker
INDUSTRIAL BUILINGS
Property Location Transaction Size Transaction Type Client
Dallek Furniture - L.I.C. 1,500,000 Financing Dallek, Inc.
99 Tenth Avenue - Manhattan 71,500,000 Financing Hirschfeld Family
Industrial Portfolio - L.I. 8,000,000 Financing Sherwood Equities
King Refrigerator - Queens 600,000 Financing Sterling Commercial Capital
LAND - DEVELOPMENT SITES
Property Location Transaction Size Transaction Type Client
610 Broadway - Manhattan 15,000,000 Ground Lease Harry Macklowe
Jagger Village - Westhampton, L.I. 3,150,000 Sale Alan Rose
1018 East Broadway - L.I. 125,000 Acquisition Marlon Matza
Park Street - L.I. 650,000 Acquisition Marlon Matza
1616 Hewlett Heath Road - L.I. 375,000 Acquisition Marlon Matza
201 Richards Lane - L.I. 515,000 Acquisition Marlon Matza
Hewlett Neck Road - L.I. 750,000 Acquisition Marlon Matza
SPECIAL PURPOSE/OTHER PROPERTY TYPES
Property Location Transaction Size Transaction Type Client
9-11 Park Avenue - Manhattan 3,190,000 (1) Sale Donald Zucker
Cambridge House - Ossining, New York 15,500,000 (2) Joint Venture Atlantic Development Group
Edgewood Terrace - New Jersey 1,650,000 (3) Sale Equity Realty & Management
Southampton Bath & Tennis Club - L.I. 3,000,000 Financing George Semergian
Imperial Equities - L.I. 500,000 (4) Financing Imperial Equities
Stepping Stone Lane - Kings Point - L.I. 455,000 (5) Acquisition Marlon Matza
Westhampton - L.I. 110,000 (5) Acquisition Marlon Matza
260 West End Avenue - Manhattan 350,000 (5) Acquisition Marlon Matza
1831 Bay Blvd. - L.I. 450,000 (5) Acquisition Marlon Matza
18 Cathay Road - East Rockaway - LI 315,000 (5) Acquisition Marlon Matza
notes:
(1) Structured Parking Garage
(2) Assisted Living Facility
(3) Mobile Home Park
(4) Unsecured Line of Credit
(5) Single Family Residence