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The following list is a representative sample of assignments involving valuation and consulting services provided for large scale portfolios throughout the United States and Mexico. Valuation methodologies vary depending upon the assignment and purpose of the report.
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Leading International Law Firm
15 Property Portfolio
MA, CO, MI, NY, NJ
Lead Manager: Matthew Swanson, MAI |
Commercial Mortgage Firm
21 Senior Housing Property Portfolio
FL, TX, MI, TN, GA, AL, NJ
Lead Manager: Charles Bissell, MAI, CRE
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Real Estate Investment Bank
35 Property Portfolio
All Regions - United States
Lead Manager: Joe Pasquarella, MAI, CRE, FRICS
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Major Accounting Firm
24 Multi-Family Property Portfolio
New York, NY
Lead Manager: Ray Cirz, MAI, CRE, FRICS
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U.S. Pension Fund
32 Facility Self-Storage Portfolio
Internal Asset Valuations
All Regions - United States
Lead Manager: Melissa Arabian |
Institutional Investment House
10+ Property Portfolio - Net Leased
Mark to Market Accounting
California/Kentucky/Michigan
Lead Manager: Larry Webb, MAI, FRICS
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Major U.S. Financial Institution
50 Retail Gas Station Outlets
Underwriting/Loan Servicing
Northeast United States
Lead Manager: Ray Cirz, MAI, CRE, FRICS |
Corporate Owner
40+ Portfolio Industrial Truck Terminals
Liquidation/Bankruptcy
All Regions - United States
Lead Manager: Pat Kerr, MAI, MRICS
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Major US Investment/ Banking Institution
260 Facility Self Storage Portfolio
Internal Asset Valuations
All Regions - United States
Lead Manager: Matt Swanson, MAI |
Unsecured Bankruptcy Creditors
125+ Property Portfolio - Multi-Family Asset Preservation/Liquidation
United States
Lead Manager: Anthony Graziano, MAI ,CRE, FRICS
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Pension Fund
21 Property Industrial Portfolio Financing
Central and Western United States
Lead Manager: Brad Weiman, MAI, MRICS
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Fortune 500 Corporation
350 Retail Gas Station Outlets
Internal Accounting
All Regions - United States
Lead Manager: Kenny Levenson, MAI, FRICS
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Corporate Investor (Direct)
24+ Kmart Locations
Aquisition Appraisals (Leasehold)
CA, VA, IL, FL, OK, TX, NY, AZ
Lead Manager: Ray Cirz, MAI, CRE, FRICS |
Major US Investment Bank
351 Senior Housing Facilities
Valuation for Sale of Public Company
All Regions - United States
Lead Manager: Charles Bissell, MAI, CRE
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Corporate Owner
12,500 units; 36 Multi-Family Projects
Acquisition Due Diligence
Northeast United States
Lead Manager: Brad Weiman, MAI, MRICS |
Private Equity Firm
14 Property Aparment Portfolio
Bankruptcy/Litigation
Throughout New Jersey and Pennsylvania
Lead Manager: Joe Pasquarella, MAI, CRE, FRICS
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Private Equity Buyer
10+ Property Portfolio - Hotels/Marinas
Acqusition Consulting
Southeastern United States
Lead Manager: Ray Cirz, MAI, CRE, FRICS |
Major U.S. Financial Institution
43 Property Portfolio - National Net Leased Assets
Financing
Northeast United States
Lead Manager: Mark Lamb, MAI, CPA, MRICS
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Major U.S. Financial Institution
164 Retail Shopping Centers (Supermarkets)
Underwriting/Loan Servicing
Northeast United States
Lead Manager: Ray Cirz, MAI, CRE, FRICS |
European Investment Banking Firm
25+ Shopping Centers
Acquisition Consulting
Northeast, Central Atlantic United States
Lead Manager: Pat Kerr, MAI, MRICS
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Major European Financial Institution
400 Property Multi-Family Assignments
Underwriting/Loan Servicing
All Regions - United States
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Fortune 500 Corporation
200 Property Assignments
Single/Multi-Line Pipeline Easment Rights
New Jersey/Pennsylvania
Lead Manager: Barry Krauser, MAI, CRE, FRICS |
Attorneys for Large Private Developer
30 Office/Industrial/Apartment Properties
Matrimonial Distribution
Throughout NJ, TX, AR
Lead Manager: Anthony Graziano, MAI, CRE, FRICS
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Attorneys for Large Private Developer
65 Subdivision Properties/12 Multi-Family
Matrimonial Distribution
Throughout New Jersey and Florida
Lead Manager: Anthony Graziano, MAI, CRE, FRICS |
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