Business Consulting | Portfolio Management | Asset Acquisition
Successful and driven Real Estate Leader with 30 years' experience in portfolio management, and defining portfolio and company goals. Subject matter expert in identifying and maximizing cost reductions, tax incentives, and property acquisitions. Revenue-driven manager developing team skills, substantial negotiations, and internal and external collaborative partnerships. Most significant real estate experience in cost mitigation and tax optimization, and substantial contributions in international landscapes of Canada, Mexico, and Brazil.
Construction & Contract Negotiations
Legal & Lease Documentation
MS Office | PowerPoint | MS Projects
01/2014 to Current
Founder & CEOHC BUSINESS ADVISORS High Country Manage-Inns, LLC － Banner Elk, NC
Support multi-industry businesses in cost containment by identifying areas of overcharges and billing areas within key expense lines such as credit card merchant processing, lease contract compliance, parcel shipping, waste & recycling, property taxes, and workers' compensation.
Assist individual businesses capture the broadest range of federal, state and local tax credits and incentives.
Construct wealth management and business exit financial tools for business owners and senior executives.
01/2007 to 01/2014
Sr. Real Estate ManagerDP DHL AMERICAS － Plantation, FL
Contributed facilities, real estate, and capital project expertise to management of North America and LATAM portfolio encompassing 30M square feet of retail, industrial, and office space.
Recognized 25% in reduced facilities operating expenses to save $5M within first year.
Maintained annual 5% cost reduction by identifying and maximizing business economic incentives.
Led successful negotiations for acquisition and construction of three Mexico developments covering 300K square feet of industrial space, and valued in excess of $1B for 3PL clients of DHL and EXEL logistics division.
01/2005 to 01/2007
Sr. Real Estate AnalystCBRE REAL ESTATE － Plantation, FL
DHL Express Account United States, Canada, and Mexico Submitted business case for negotiated lease renewal terms and legal documentation approval of property management transactions, store acquisitions, and dispositions.
Evaluated rent payments, and CAM, insurance, and tax reimbursements and completed authorization.
Managed full landlord reimbursements for tenant allowance, M&R, CAM reconciliations, and insurance.
Partnered with legal department to carry out documents appropriate for business practice and policies.
Oversee leasehold exhibits in collaboration with construction and SP&D divisions.
Defined facilities maintenance, lease and property accounting, and real estate site selectors' provisions.
Administer key acquisition lease terms, and executed objectives to incorporate acquired properties into existing portfolio.
Identified office and warehouse properties and settled lease terms and timely acquisitions.
Administered and audited updated asset lifecycle and accompanying library of documentation.
Designed and executed lease administration policies, operating procedures, and objectives.
01/2002 to 01/2007
Senior ManagerREAL ESTATE RESOURCE GROUP － Miami, FL
Consulted Fortune 100 companies in United States and Canada on lease audits and services, designing processes for controlling occupancy cost efficiencies of lease portfolio throughout real estate lifecycle.
01/1997 to 01/2002
SupervisorOFFICE DEPOT, INC － Delray, FL
Real Estate Management, United States and Canada.
01/1995 to 01/1997
Real Estate AgentBLOCKBUSTER, INC － Ft. Lauderdale, FL
01/1990 to 01/1995
Own Representative & Property ManagerEDM Equities － Miami, FL
01/1986 to 01/1990
Own Representative & Property ManagerSOUTHEAST SHOPPING CENTERS － Miami, FL
Associate Degree: Business AdministrationMiami College － Miami, FLBusiness Administration
Active North Carolina Real Estate Brokers License
Coursework, North Carolina Real Estate Brokers' License
J.Y. Monk Real Estate School, Hickory, NC
Effective NegotiationsColumbus, OH
Professional Leadership Development Program
Depict Project Management,
DMAIC Lean Process Improvement Methodology: Real Estate AdministrationDP DHL － Plantation, FloridaReal Estate Administration
Coursework, Florida Real Estate LicenseNational Retail Tenant Association － East Longmeadow, ME
Gold Coast Real Estate － Miami, FL
International Council of Shopping Centers － New York, NY
Spanish and English fluency | Portuguese and French
Accounting, Acquisitions, billing, business case, Business Consulting, Contract Negotiations, cost reduction, credit, clients, Documentation, English, facilities maintenance, financial, French, insurance, Team Leadership, Leadership Development, Legal, logistics, EXEL, MS Office, office, PowerPoint, Negotiations, optimization, policies, Portuguese, designing processes, Process Improvement, Project Management, property management, Express, REAL ESTATE, retail, shipping, Spanish, Strategic Planning, Tax, taxes, wealth management
HC BUSINESS ADVISORS High Country Manage-Inns, LLC
DP DHL AMERICAS
CBRE REAL ESTATE
REAL ESTATE RESOURCE GROUP
OFFICE DEPOT, INC
SOUTHEAST SHOPPING CENTERS
National Retail Tenant Association
Gold Coast Real Estate
International Council of Shopping Centers
Job Titles Held:
Founder & CEO
Sr. Real Estate Manager
Sr. Real Estate Analyst
Real Estate Agent
Own Representative & Property Manager
Associate Degree : Business Administration Active North Carolina Real Estate Brokers License
Coursework, North Carolina Real Estate Brokers' License J.Y. Monk Real Estate School, Hickory, NC
Effective Negotiations Professional Leadership Development Program Depict Project Management, DMAIC Lean Process Improvement Methodology : Real Estate Administration Coursework, Florida Real Estate License
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