Licensed Real Estate Broker Realtor Expert Witness

EDUCATION/CREDENTIALS

B.S. Business Management
Pepperdine University

Certified Property manager (CPM®)
Institute of Real Estate Management (IREM®)

Licensed Real Estate Broker and Realtor in CA, TX
California Real Estate Broker
Texas Real Estate Broker
CPM®
Realtor® (Texas and California)
Qualified Expert Witness
Orange County California Superior Court
Cameron County Texas Superior Court

CalBRE Continuing Education Approved Provider
Commercial Real Estate Investment
BRE Sponsor

 

AREAS OF EXPERTISE

• All Commercial Real Estate; Apartment & Multifamily Housing Properties
• Property Management
• Asset Management
• Leasing representation for both Landlords and Tenants
• Investment Property analysis, due diligence and acquisition for Buyer
• Buyer & Seller Representation
• Guidance through the 1031 exchange process
• HOA Standard of Care
• Broker Standard of Care
• Landlord Tenant Issues

 

RELATED EXPERIENCE

Owner/Founder: Private Company
Private Company has been providing real estate services since 1979. The company is known for high level of client satisfaction and their employees’ extensive knowledge in real estate investments. With more than a quarter of a century of diverse brokerage and asset management experience, the company has leased or sold hundreds of millions of dollars worth of investment properties throughout California, Texas, Florida, and Pennsylvania. These properties included all types and classes of office buildings, retail property, medical offices, multi/single tenant industrial, flex parks, land, multi-family residential, and both neighborhood and strip retail centers.
Our extensive HOA experience includes managing over 30 Homeowner Associations with a total of over 4,000 units. We have worked with numerous board members and countless homeowners in HOA conflict resolution. Further, Expert 973 was a guest speaker for a CSU Fullerton property management class on the topic of managing HOA’s, and Consulted with Chinese officials in China on how to most efficiently and effectively manage HOA

Saddleback College Community Education Instructor
Commercial Real Estate Courses
Commercial Real Estate Investing

Cal State Fullerton Commercial Real Estate Courses guest speaker

Golden West College guest speaker

CalBRE Continuing Education Approved Provider
Commercial Real Estate Investment Course

HONORS AND AWARDS/PUBLISHED ARTICLES

• CPM® Candidate of the Year
• CPM® of the Year
• IREM Chairman of the Year
• Published author of trade articles

 

MEMBERSHIPS AND AFFILIATIONS

• California Bureau of Real Estate
• Texas Real Estate Commission
• International Council of Shopping Centers
• National Association of Realtors
• California Association of Realtors
• Texas Association of Realtors
• Realty Investment Association of California
• North Texas Association of Commercial Realtors
• Institute Real Estate Management
• Orange County Bar Association; Real Estate Section Member

 

CASE EXAMPLES

• Orange County California Superior Court: Witness for Plaintiff in Landlord/Tenant lease default. January 2016
• Federal Court United States District Court Central District of California- Eastern District: Standards of Care as a property manager in regard to Fair Housing Laws and Disabled Persons Act. Rule 26 Expert Report. October 2015
• Orange County California Superior Court: Witness for Plaintiff in landlord tenant dispute. June 2015
• Orange County California Superior Court: Witness for Defendant in landlord tenant dispute also involving sale of tenant’s business. July 2012
• Orange County California Superior Court: Witness for Plaintiff in breach of sale agreement. April 2012
• Cameron County Texas Superior Court: Witness for plaintiff in tenant default case. Nov/Dec 2011