Areas of Expertise

Acquisition and Disposition Services

• Appraisal Review

• DCF Analysis

• Market Studies

• Property Income and Expense Review

• Due Diligence

• Marketing Strategies

• Acquisition Support / Transaction Negotiation

• Tenant/Landlord Lease Negotiation

Public-Private Sector Development

• Strategic Planning and Policy Development

• Best Practices, Benchmarking

• Transaction Options Analysis

• RFQ and RFP Preparation

• Marketing Strategies

• Development of Methods, Criteria and Rating Systems for the Evaluation and Selection of Developers at RFQ/RFP stage

• Quantitative Analysis of Developer Proposals

• Preparation of Letters of Intent

• Transaction Structuring and Negotiation (ground lease, joint venture, sale-leasebacks, build-to-suit, lease-purchase, option agreements)

• Strategies for on-going monitoring of transactions

Litigation Support

• Appraisal Fraud/Negligence

• Contract Disputes

• Eminent Domain

• Appraisal Review

• USPAP Compliance

• Best Practices

• Qualified to testify as an expert witenss in The Superior Court of the State of California

Appraisal Arbitration and Mediation

• Valuation Disputes

• Rental Disputes

• Space Lease and Ground Lease Terms and Conditions

Property Tax Appeals

• Models to extract valuation measures from the public REIT market for use in tax appeals

• See article entitled “Deriving Capitalization Rates and Other Valuation Metrics from the REIT Market” – The Appraisal Journal, Fall 2009

Investment Analysis

• Business Plan Development

• Strategic Planning

• Investment Guidelines

• Tactical Recommendations

• Public Securities Valuation

• Private Equity Evaluation

• Internal and External Manager Due Diligence

Appraisal Education – teach the following Courses and Seminars for the Appraisal Institute

• Basic Appraisal Principles and Procedures

• General and Advanced Income Capitalization

• General and Advanced Market Analysis and Highest and Best Use

• Advanced Concepts and Case Studies

• Quantitative Analysis

• Real Estate Finance, Value and Investment Performance

• Special Purpose Properties

• Understanding and Testing DCF Valuation Models

• Appraisal Consulting

• Analyzing Distressed Real Estate

• Analyzing Operating Expenses

• Analyzing Commercial Lease Clauses

• Supporting the Cap and Yield Rate

• Introduction to Income Capitalization

• Appraisal Consulting: A Solutions Approach for Professionals

• Rates and Ratios: Making sense of GIMs, OARs, and DCFs