Licensed as a Tennessee Real Estate Broker since 1989.Licensed as a Texas Real Estate Broker since 1982.Created a balanced investment strategy including real estate, laddered bond holdings, stocks, mutual funds and cash. Researched client situation, existing investment in market conditions to structure an improved portfolio, providing long-term financial Security. Assisted newly retired client in developing a diversified portfolio. Restructured $1.8 million investment strategy to provide a long-term financial security. Assisted client in property renovation and managed leasing, achieving 95% occupancy within months. Negotiated purchase of distressed commercial property. Researched market, identified property in structured deal to double client’s holdings from 10 to 100 acres.Įarned 40% profit on acquisition and sale of commercial property. Exceeded client expectations for cash on cash return by 5%.Īpproached by client to arrange a tax free property exchange. Negotiated purchasing structured deal for seller financing of over $39 million. Assisted client in locating and purchasing commercial investment property.

Negotiated $20 million property deal, producing 30% cash on cash return. Evaluated portfolio and negotiated more competitive rates, permitting client to retain current money managers. Identified opportunity to improve major prospective client’s return on investment by restructuring annual rental fees. Reduced costs 30%, winning $2 million construction account. All findings resulted in acquisition of company at a 25% cost savings. Identified accounting discrepancies showing lower revenues and expense accounting errors to assist negotiators in the purchase. Selected to perform financial due diligence on potential $100 million acquisition. Saved more than $10 million on corporate acquisition.

Gee whiz real estate school