Sample Career Engagements.

CRE Capital Advisory Services.

Four Seasons New Orleans

Structured Recapitalization

Represented the sponsors to formulate the capital stack for this project, which involved an approximate $290MM construction loan with $56MM in sponsor equity and an additional tranche of preferred equity. Redevelopment of this historic iconic New Orleans building was slated for opening as the city’s only 5-star hotel. Total project renovation cost approximately $530MM, featuring 92 residences, 341 hotel rooms with full amenities, a pool, ballrooms, and a rooftop observation deck.

CompassBank Office Tower

Strategic Capital Stack Restructuring

Executed the strategic restructuring of an 18-story, 229,900 SF multi-tenant office tower encumbered by a $22.4MM mortgage at 6.30%. Following direct engagement with the special servicer, conducted a forensic NPV analysis, market study, and competitive positioning assessment. Negotiated a $13.8MM discounted payoff - a 38% debt reduction - at a revised 6.50% rate. Result: ownership preserved, bankruptcy avoided, and $8.6MM in savings delivered.

Islandia Shopping Center

CMBS Restructuring

Restructuring of a 376,800 SF regional shopping center in Islandia, NY, financed with a $73.6MM loan at 5.70%. Negotiated an A/B Note split: new A note of $63.5MM and B (hope) note of $10.1MM, with new interest rates on both notes of 4.25%. Detailed NPV analysis and market/supply-demand analysis resulted in successful outcome for the client.

Edison Retail Center

Discounted Pay-Off ("DPO")

Multi-tenant retail asset in Edison, NJ, containing 189,700 SF. Acquisition financed with a $33.10MM mortgage at 6.45%. After performing detailed NPV analysis and competitive market analysis, successfully negotiated a DPO of 50%, resulting in $16.6MM in savings to the client.

Hempstead Retail Portfolio

Multi-Asset Discounted Pay-Off ("DPO")

Two properties in Hempstead, NY, containing approximately 91,000 SF of retail space. Acquisition financed with a $16.25MM senior mortgage at 5.98%. Negotiated a Discounted Pay-Off of $10.0MM while simultaneously reducing the interest rate to 5.15%. Saved the property owner $5.65MM while retaining full ownership and avoiding bankruptcy.

CRE Investment Sales and Capital Markets Transactions.

Aventura Commons

JV Partner Buy-Out

Structured and originated a $17,250,000 senior mortgage to refinance a 268,728 SF institutional-grade power center, enabling a strategic partner buy-out. Anchored by national tenants including Target, Best Buy, Whole Foods, PetSmart, and Ulta Beauty. Aventura submarket of Miami-Dade County, FL.

Boynton Beach Warehouse

Cash-Out Refinance

Sole advisor to the sponsor in securing a $1,800,000 cash-out refinance on a 39,876 SF owner-occupied manufacturing warehouse spanning two parcels. The transaction strategically unlocked trapped equity to support further investment acquisitions in Palm Beach County, FL.

Broward Industrial

Investment Sales and Acquisition Financing

Represented the buyer in the acquisition and structured a $4,000,000 senior loan for a ±90,000 SF industrial/flex facility strategically positioned near I-95 in Eastern Broward County’s industrial corridor.

Pembroke Pines Shopping Center

Full Capital Stack Execution

Arranged both acquisition, construction, and $3,750,000 CMBS permanent financing for a 35,000 SF unanchored shopping center. The permanent loan retired a construction facility from Bank of America. Located in a growth corridor of Pembroke Pines in Broward County, FL.

Pinecrest Shopping Center

Acquisition Financing

Secured $18,500,000 in senior debt for the acquisition of a 120,000 SF grocery-anchored retail center in the ultra-affluent Pinecrest submarket of South Miami-Dade County.

Miami Design District Showroom

Cash-Out Refinance

Arranged a $6,000,000 senior mortgage on this “Class-A” retail showroom property located at the gateway to Miami’s Design District in Miami, Florida. The property was 100 percent occupied by national retailers on triple-net leases with corporate guarantees. This cash-out re-finance allowed the borrower/sponsor to acquire additional income-producing real estate properties.

Tamarac Shopping Center

Investment Sales and Acquisition Financing

Acted as the exclusive buyer representative broker and capital advisor, arranged $5,000,000 in senior acquisition financing for a 105,541 SF grocery-anchored retail center in Tamarac, Broward County, FL.

Multi-Family Investment Sales and Capital Markets Transactions.

Miami Mid-Rise Apartments

Investment Sales and Acquisition Financing

Exclusively represented the seller in the disposition of this asset while arranging an $8,400,000 senior mortgage involving a 254-unit mid-rise apartment community located in Kendall, Miami-Dade County. This asset was later repositioned for condominium conversion.

Coconut Grove Apartments

Investment Sales and Acquisition Financing

Exclusively represented the buyer in the acquisition of a five-story apartment building located in the heart of Coconut Grove in Miami, securing acquisition financing via a $2,550,000 CMBS senior mortgage.

Fort Lauderdale Apartments

Investment Sales and Acquisition Financing

Represented the buyer in the acquisition of this multi-family asset located in the Oakland Park area of Broward County, Florida. Also originated a $3,260,000 senior acquisition mortgage through a Wall Street CMBS lender.

Monte Sano Apartments

Capital Stack Execution and Disposition

Arranged $11,845,000 in senior debt and $300,000 in preferred equity for a 180-unit garden-style complex in Huntsville, AL. Subsequently retained for exclusive disposition services and successful sale.

Customized "Ad Hoc" (Client-Specific) CRE Solutions.

North Miami Beach Assemblage

Advisory and Disposition Strategy

Advised a global religious institution in the disposition of a strategic land asset. Engineered a joint assemblage with adjacent landowners to position the site for a transformative mixed-use redevelopment.

FAT City Assemblage

Acquisition, Assemblage, and Entitlement

Retained by a NYC-based developer to lead the assemblage of 9 contiguous parcels totaling 2.69 acres within the CBD of Fort Lauderdale, FL. Secured entitlements for 1.35 million SF of mixed-use space across two 30-story towers within 18 months.

The "Miami Circle" Project

Valuation, Development Advisory, Litigation

Located at the mouth of the Miami River, this site was the subject of significant controversy at both the state and federal level due to the existence of artifacts dating back to the Tequesta Indians over 1,700 years ago. Initially purchased for the construction of 600 luxury residential units, the site was subsequently condemned for its historical significance. Assisted in obtaining the owner/developer a “just compensation” settlement.

Mirador Assemblage

Acquisition Brokerage, Assemblage Advisory

Exclusively retained to assist the owner of a 17-story, 463-unit luxury high-rise rental project to increase its market advantage by assembling 14 nearby parcels containing 16,800 SF of land for the construction of a dedicated parking garage.

Metropica

Valuation, Development, Capital Markets

Provided valuation and strategic capital stack advisory for a 20.85-acre, $2 billion mixed-use development in Sunrise, FL. Master plan included retail, hospitality, multifamily, office, and for-sale condos. Delivered feasibility, pricing, and absorption studies for each intended land use.

Miami Intermodal Corridor ("MIC")

Valuation, Expert Witness, Litigation

Served as expert witness and litigation support advisor in condemnation proceedings related to the Miami Intermodal Center - a major transit hub modeled after Grand Central Station in New York City - supporting property owners through advanced market valuation strategies to complete this complex assemblage.

Miami River Center

Valuation, Adaptive Re-Use, Feasibility

Comprehensive use analysis for a historically adaptive property along the Miami River, which had previously functioned as a print facility, banking operations center, and public school over five decades.

Bank of America Tower

Ground Lease Valuation, Cash Flow Modeling

Performed detailed cash flow analysis and valuation incorporating a complex ground lease structure. This I.M. Pei-designed, 47-story, Class-A iconic office property sits atop a Miami-Dade County-owned garage, with the building constructed on air rights in Downtown Miami.

Turtle Run PUD

Comprehensive Multi-Use Property Valuation

Valued multiple land use components (residential, retail, office) within a 640-acre PUD developed by a joint venture between Lennar and Courtelis in Coral Springs, Florida.

Doral Park PUD

Comprehensive Multi-Use Property Valuation

Analyzed all real estate components - including single-family, multifamily, golf, and commercial land uses - within a 580-acre master-planned community in Doral, Miami-Dade County, FL.

Port Everglades

Hight and Best Use Analysis

Assessed over 250 acres with varied land use and zoning classifications near Fort Lauderdale International Airport, advising on strategic disposition and development on behalf of The Swerdlow Companies and Broward County.

Arcquitectonica Building

Collateral Valuation Advisory Services

Engaged by a regional lender to evaluate a five-story, multi-tenant office property located in the South Beach submarket of Miami Beach. Designed and once owned and occupied as corporate headquarters by Arquitectonica, a global architectural firm.

Collins Avenue Mixed-Use

Collateral Valuation Advisory Services

Retained by a regional construction lender to assess the potential value and performance metrics of a five-story, multi-tenant boutique mixed-use asset in the heart of South Beach in Miami Beach, FL.

The Royalton Hotel

Hospitality Valuation Advisory Services

Provided valuation advisory services on the Royalton Hotel - a circa-1920s property of historical significance, and located within the CBD of Miami. This asset was subsequently repositioned as a Travelodge.

Coconut Grove Mixed-Use Assemblage

Valuation, Assemblage, and Redevelopment

Analyzed a highly complex redevelopment site composed of retail, multifamily, and ground-leased single-family parcels entangled by “sandwich” lease positions and other assemblage constraints.

Grove Square Condominiums

Mixed-Use Valuation Advisory Services

This project, located in the heart of Coconut Grove at Mary Street and Oak Avenue, involved the valuation of both various residential and commercial condominium units located within one condominium development project. The assignment was performed for the mortgagee, a national lender, in the consideration of making a mortgage loan.

Coconut Grove Plaza

Specialty Retail Valuation Advisory Services

Delivered a valuation and performance analysis of a one-story multi-tenant retail property situated directly south of the Shoppes at Mayfair, in the heart of the Coconut Grove area in Miami, FL.

Peacock Place

Mixed-Use Collateral Valuation Services

Provided valuation, market study, and repositioning analyses involving a four-story, multi-tenant retail and office asset located within the heart of Coconut Grove of Miami, FL.

Boca Raton Medical Campus

Adaptive Re-Use Valuation Advisory Services

Valuation and performance analysis for a three-building, multi-story medical office campus in Boca Raton, originally developed as condominiums and converted to Leased Fee operations due to shifting market conditions.

Shops at Palmetto Park

Retail Valuation and DCCF Analysis

Full valuation and DCF study for a power center in Boca Raton with complex ownership dynamics involving fee simple anchor tenants and co-managed inline retail spaces, with shared parking and cross-access agreements.