Real Estate Process Improvement

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ALAN D. POLLACK, CCIM, CPM

BROKER & MANAGING DIRECTOR

MULTIFAMILY & VALUE-ADD PROPERTIES

Indio, CA 866-***-**** ***********@*****.*** linkedin.com/in/alan-pollack-ccim-7307224/ Results-driven investment professional offering 24+ years of experience in business management, financial analysis, process improvement, and building relationships. An expert in delivering innovative, high-quality, cost-effective solutions, and strategies that streamline processes and improve data accuracy in a fast-paced environment. Organized, articulate, and hands-on with a proven progressive career reflecting strong leadership qualities that build and lead highly motivated teams. A strong background in real estate fundamentals and asset management.

CORE COMPETENCIES

● Real Estate Development & Private Equity

● Account Management & Communication Skills

● Project Management & Partnership Agreements

● Business Operations & Asset Optimization

● 1031 Strategist with specialty on cash flow return

● Valuation & Investment Analysis

● Investor Relations & ROI Maximization

● Process Improvement & Strategic Direction

● Client Relationships & Contract Management

● Syndication Specialist; TIC, Reg D 506 (b)(c)

PROFESSIONAL EXPERIENCE

PRINCIPAL/BROKER OF RECORD 2001 – PRESENT

Delta Investment Group, Inc. San Clemente, CA

● Oversee Delta Investment Group’s day-to-day operations and provide leadership to brokers, associates, and independent contractors to ensure optimal team performance on sales strategies, ethical practices, and escrow activities.

● Provide creative acquisition and disposition of distressed assets, and value-add strategies. Strategic analysis with the “Delta Working the Numbers and Price Point Calculator” to achieve accurate acquisitions and ROI returns, measured to the Dollar/SqFt expectations and returns.

● Develop the Strike Point Calculator© and Monthly IRR© for profit and risk analysis.

● Published author of “6 Steps to Real Estate Success” released in September, 2022, ISBN 978-1- 64669-893-6 and “How to Cash In on Distressed Real Estate in a Down Market” released in July, 2011, ISBN 978-0-615-49918-5.

● Manage a certified CCIM portfolio of over $40M combined closed transactions, including commercial, 1031 exchanges, and residential fix and flips. Documented CCIM portfolio and client references of closed transactions available on request.

● Review market, economic, and capital trends impacting the performance of the assets and implement marketing follow-up processes producing a consistent flow of sales opportunities to market directly to the client base.

● Design and implement workflows, processes and system improvements to appropriately monitor and mitigate risks on a portfolio basis, increasing the team’s efficiency.

● Licensed by the CA Department of Real Estate (BRE 01330721) in good standing, specializing in residential value-add, commercial, 1031 exchange strategies, and tenants-in-common (TIC) with placements of $50M+.

● Implement a strategic change-of-focus to optimize leadership, helping to achieve target revenue goals and foster long-term client relationships.

MANAGING MEMBER/BROKER OF RECORD 2011 – 2014

The Home Solution, LLC Tustin, CA

● Developed residential short sale and mortgage alternative programs for individual owners.

● Provide high density, affordable housing solutions utilizing local, State, and federal incentives.

● Created specialized programs for homeowners who desired to trade down with private loan programs or restructure home mortgages from short-sale or deed in lieu alternatives.

● Implemented strategic business plan designs including project management check-points to ensure management of performance and financial forecasts were timely and on-budget.

● Analyzed property financials and performance metrics in pursuit of maximizing revenue and minimizing expenses.

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EARLY CAREER EXPERIENCE

EXECUTIVE ACCOUNT MANAGER 2000 – 2001

Clarus, Corp (Atlanta, GA) – Executive Account Manager

● Duties included opening and managing new accounts for E-Commerce and Internet collaboration.

● Typical accounts would desire to expand their retail or distribution business over the internet. SENIOR ACCOUNT MANAGER 1993 – 2000

GERS (San Diego, CA) – Sr. Account Manager

● Provide industry leading Oracle Applications to big ticket retail with state-of-the-art enterprise business operation systems.

● Required specialty in all aspects of best of business practices including; accounting, warehouse/distribution, POS, merchandising, SKU performance, department reporting, and turn and price analysis.

● Authored the “Best of Industry” toolset with detailed ROI analysis.

● Top producer in both new and add-on sales 1995-2000 with annual sales in excess of $2 million per year revenues.

EDUCATION

BACHELOR OF ARTS-Liberal Arts

University of Wisconsin – Milwaukee

LAW STUDIES (1)

Southland University

LICENSES & DESIGNATIONS

Broker, CA DRE #01330721

Certified Commercial Investment Member (CCIM) Designation FINRA Securities Industry Essentials (SIE)-Aug ‘24 Registered Representative (inactive) Series 63/22

California Association of Realtors® - Property Management Certification MEMBERSHIPS

San Diego Board of Realtors® (SDAR)

CCIM San Diego Chapter Member-ID 94189710

Orange Co. Board of Realtors® (OCAR)

National Board of Realtors® (NAR)

California Association of Realtors® (CAR)

Commercial Real Estate Distressed Asset Association (CREDAA) – Past Co-chair National Council of Exchangers (NCE)

References available upon request

Alan D. Pollack

81641 Avenue 48 Unit 88 Indio, CA 92201

Mailing Address: 1306 N. El Camino Real, San Clemente, CA 92672 Direct: 760-***-**** Cell: 949-***-**** Fax: 760-***-**** Email: ***********@*****.***

References:

John Lembeck

Managing Partner

Citivest Realty Services, Inc.

4350 Von Karman Ave., Suite 200

Newport Beach, CA 92660

714-***-**** Cell (Primary)

949-***-****, Ext. 103 (949)

474-0330, Fax

********@***********.***

Jim Shute

J.W. Shute Int'l

60 Corporate Park, Suite 100

Irvine, CA 92606 (949)

262-0084

***@*******.***

DRE 01043871

Matthew Miller // Founder

949-***-**** ****@******.*** //

DRE# 01939759

FairTradeRealEstate.com

Video: Selling to Investors

Alan Pollack Assessment Date

Report Date

12/19/2023

12/19/2023

Altruist

An Altruist is congenial and cooperative with an e cient, precise work ethic. Self

Collaborative Independent

Reserved Sociable

Driving Steady

Flexible Precise

LOW HIGH

M: 26

Self-Concept

Collaborative Independent

Reserved Sociable

Driving Steady

Flexible Precise

LOW HIGH

M: 12

Synthesis

Collaborative Independent

Reserved Sociable

Driving Steady

Flexible Precise

Subjective Objective

LOW HIGH

M: 38 Score ID: 750-****-***

Strongest Behaviors

Alan will most strongly express the following behaviors: Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

Driven to achieve operational e ciencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines. Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken. Detail-oriented and accommodating; most comfortable working as part of a well-de ned team for which they produce high-quality output and decisions.

Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

Comfortably uent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery. Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

Summary

Unassuming, unsel sh and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company. A pleasant and extraverted person, Alan is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Alan gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. Alan is, however, too impatient to enjoy working with details as repetitive routine or as a primary responsibility.

Eager to be sure that things are done exactly right, they’ll follow-up carefully and closely if the work requires delegation of details to others. When it is necessary to be critical, will try to do that in a constructive, supportive manner. Their sense of urgency and sense of duty combine to make someone who is actively concerned about the timeliness, as well as the correctness, of any work for which they are held responsible.

In general, they are a cautious and careful person, respectful of company authority and traditions, a specialist who avoids risk and uncertainty by taking care to do things properly, working within the company’s formal organizational structure.

Management Strategies

To maximize effectiveness, productivity, and job satisfaction, consider providing Alan with the following: Clear, speci c description of the job, with duties, responsibilities, and organizational relationships clearly de ned

Opportunities to learn everything that’s needed to know about the job The support and help of management, subject-matter experts, or trusted advisors when working outside their area of expertise

Freedom from repetition

General assurance of security, respect, and appreciation of the work Opportunities for interaction with people.

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