mandala real estate

PROJECT 1 DESCRIPTION:  Located school site and developed an award winning and sustainable 16,000 square foot school building

CLIENT:  Springfield Montessori School

USE:  Education/Office

LOCATION:  Dublin, California

PROJECT DURATION/COST:  4 years/$6.5M

PROJECT COMPLETION:  August, 2010

DUTIES & RESPONSIBILITIES:
PLANNING:  Performed market, feasibility and demographic analyses to determine the best location for the school’s 2nd Bay Area campus
BROKERAGE:  Located and brokered the purchase of school sites; Researched zoning regulations and entitlement procedures to understand the approval process
LAND ASSEMBLAGE:  Managed lot merger to combine two adjacent parcels into one 4 acre parcel
VALUATION:  Facilitated appraisal; Researched and presented comparables to appraiser in order to achieve the highest project valuation possible
FINANCING:  Developed project budget proforma for presentation to equity partners and lenders
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and general contractor
PRELIMINARY PLANS:  Worked with consultants to develop a preliminary set of plans
ENTITLEMENTS:  Completed all city required application submittal materials; Reviewed submittal responses from city departments and distributed additional information requests to consultants; Organized all responses for re-submittals; Presented to City Council members; Fielded questions from the community
CONSTRUCTION DOCUMENTS:  Reviewed/edited construction documents and value engineered where possible
PERMITS:  Organized and submitted required plans; Reviewed submittal responses from city departments and distributed additional information requests to consultants; Organized all responses for re-submittals
INSURANCE:  Arranged for all required performance and maintenance bonds
CONSTRUCTION MANAGEMENT: Closely monitored construction activities to ensure adherence to project plans, schedule and budget; Monitored RFI’s to ensure timely responses; Made weekly site visits to document progress, check for errors, and to ensure owner presence
BUDGET, DRAW & CHANGE ORDER MANAGEMENT:  Reviewed, scrutinized, and approved all requests for payment
SUBMITTAL/SPEC REVIEW:  Reviewed and approved all building material submittals and specs
UTILITY COMMENCEMENT:  Completed all required application submittal materials (PG&E, Water, Telecom); Orchestrated and managed the installation of electrical transformer
FF&E:  Interfaced with vendors and organized the delivery and installation of furniture and playground equipment; Researched and presented options for security system, digital keypad entry, telephone and wireless internet;  Facilitated the installation of selected systems
REPORTING:  Provided ownership with detailed weekly reports and high resolution photos to show progress and to get feedback so construction decisions could be made in a timely manner  
PUNCH LIST:  Walked the site with all consultants to document punch list; Took high resolution photos of all deficiencies and organized completion of punch list items  
CLOSE OUT:  Managed loan conversion to permanent financing with title company and lender; Reconciled final payment with all involved parties; Arranged for bond releases; Filed notice of completion; Orchestrated address release

PROJECT 2 DESCRIPTION:  State mandated conversion from potable to recycled water irrigation

CLIENT:  Springfield Montessori School

USE:  Education/Office

LOCATION:  Dublin, California

PROJECT DURATION/COST:  3 months/$150K

PROJECT COMPLETION:  April, 2013

DUTIES & RESPONSIBILITIES:
BUDGET:  Developed project budget proforma for presentation to ownership
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors
PLAN REVIEW:  Reviewed and edited preliminary plans and construction documents
PERMITS:  Managed the approval and permitting process with the City of Dublin and Dublin San Ramon Services District (DSRSD); Completed all application materials; Organized and submitted required plans; Reviewed submittal responses and distributed additional information requests to consultants; Organized all responses for re-submittals
INSURANCE:  Arranged for all required performance and maintenance bonds
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to project plans, schedule and budget; Monitored RFI’s to ensure timely responses; Made weekly site visits to document progress, check for errors, and to ensure owner presence
PUNCH LIST:  Walked the site with all consultants to document punch list; Took high res photos of all deficiencies and organized completion of punch list items
CLOSE OUT:  Reconciled final payment with all involved parties; Arranged for bond releases

PROJECT DESCRIPTION:  Acquisition of a replacement property for a 1031 Exchange

CLIENT:  Private

USE:  Medical Office

LOCATION:  Scottsdale, Arizona

PROJECT DURATION/COST:  3 Months/$725K

PROJECT COMPLETION:  June, 2017

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed search for investment properties that fit client's return and exchange requirements and presented options
BROKERAGE/OPENING OF ESCROW:  Brokered the property purchase; Drafted LOI, reviewed and negotiated purchase contract terms;  Coordinated contract execution, earnest money deposit and paperwork required by Exchange Intermediary
PROPERTY TOUR:  Orchestrated property tour and meeting with existing tenant
DUE DILIGENCE:  Reviewed/researched and facilitated the following:   
- Property inspections and necessary repairs
- Flood plain impacts
- All public and online records
- Existing tenant’s lease
- Existing tenant's standing with the AZ Corporation Commission
- Existing tenant reviews
- Existing tenant financial statements
- Title commitment and associated files; Removal of exceptions
- Existing tenant estoppel certificate
- CC&R’s and Bylaws
- Property income and operating expense information
- Building insurance quotes and commencement of coverage
- CofO
- Potential road widening measures
- Zoning
- Association budget, including reserves
- SPDS
- Earth fissure maps
CLOSE OF ESCROW:  Reviewed and approved Settlement Statement; Facilitated signatures and delivery of all paperwork required by Title and Exchange Intermediary
CLOSE OUT:  Facilitated transition to new ownership; Sent introductory email to tenant with new contact information, details regarding payment of rent, and request for updated certificate of liability insurance
 

PROJECT 1 DESCRIPTION:  Represent building ownership in the lease of available space to Western Dental & Orthodontics

CLIENT:  Private

USE:  Retail

LOCATION:  San Francisco, California (Mission District)

PROJECT DURATION:  3 Months

PROJECT COMPLETION:  April, 2017

DUTIES & RESPONSIBILITIES:
MARKETING:  Actively marketed available space for lease; Created and distributed marketing brochure; Cold called prospective tenants and fielded property inquiries; Listed available space through multiple online commercial real estate directories; Documented activity through shareable activity report platform
TOURS:  Conducted property tours with prospective tenants and brokers
LEASE NEGOTIATION:  Drafted and reviewed lease proposals and counter offers; Negotiated major deal points
DOCUMENTATION/CLOSE OUT:  Drafted lease documents and obtained necessary signatures
MOVE IN:  Facilitated the move in process; Presented vendor insurance requirements and other move in protocols; Obtained bids, checked references and managed any Landlord required improvements and repairs prior to occupancy; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT 2 DESCRIPTION:  Represent building ownership in the lease of available space to Mission Wireless & Repair

CLIENT:  Private

USE:  Retail

LOCATION:  San Francisco, California (Mission District)

PROJECT DURATION:  6 Months

PROJECT COMPLETION:  July, 2018

DUTIES & RESPONSIBILITIES:
MARKETING:  Actively marketed available space for lease; Created and distributed marketing brochure; Cold called prospective tenants and fielded property inquiries; Listed available space through multiple online commercial real estate directories; Documented activity through shareable activity report platform
TOURS:  Conducted property tours with prospective tenants and brokers
LEASE NEGOTIATION:  Drafted and reviewed lease proposals and counter offers; Negotiated major deal points
DOCUMENTATION/CLOSE OUT:  Drafted lease documents and obtained necessary signatures
ENTITLEMENTS/CHANGE OF USE: Managed City of SF required approval process for Change of Use from B to M Occupancy MOVE IN:  Facilitated the move in process; Presented vendor insurance requirements and other move in protocols; Obtained bids, checked references and managed any Landlord required improvements and repairs prior to occupancy; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up
 

PROJECT DESCRIPTION:  Located and brokered the lease of Celerity's East Bay headquarters

CLIENT:  Celerity Consulting Group

USE:  Office

LOCATION:  Walnut Creek, California

PROJECT DURATION:  6 Months

PROJECT COMPLETION:  April, 2017

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION & REVIEW:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT DESCRIPTION:  Located and brokered the lease of Catalina's 2nd Phoenix location

CLIENT:  Catalina Cartage

USE:  Industrial

LOCATION:  Phoenix, Arizona

PROJECT DURATION:  2 months

PROJECT COMPLETION:  March, 2017

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
INSPECTIONS:  Organized and managed third party site inspections to ensure that building systems were in proper working order prior to lease signing and occupancy
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT DESCRIPTION:  Represent building ownership in the lease of available space

CLIENT:  Private

USE:  Retail/Office

LOCATION:  Tucson, Arizona

PROJECT DURATION:  6 Months

PROJECT COMPLETION:  January, 2018

DUTIES & RESPONSIBILITIES:
MARKETING:  Actively marketed available space for lease; Created and distributed marketing brochure; Cold called prospective tenants and fielded property inquiries; Listed available space through multiple online commercial real estate directories; Documented activity through shareable activity report platform
TOURS:  Conducted property tours with prospective tenants and brokers
LEASE NEGOTIATION:  Reviewed lease proposals, drafted responses, and negotiated major deal points
DOCUMENTATION/CLOSE OUT:  Drafted lease documents and obtained necessary signatures
PROJECT MANAGEMENT: Obtained bids, checked references, hired and managed contractors to perform negotiated Landlord improvements, including: the addition of parking lot lighting, re-painting the building exterior, sealing and re-striping the existing parking lot, and asphalt installation for parking lot expansion  
MOVE IN:  Facilitated the move in process; Presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up
 

PROJECT DESCRIPTION:  Located and converted an existing retail space to an education use

CLIENT:  Wayland Baptist University

USE:  Education/Retail

LOCATION:  Tucson, Arizona

PROJECT DURATION/COST:  1.5 years/$250K

PROJECT COMPLETION:  March, 2010

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
INSPECTIONS:  Organized and managed third party site inspections to ensure that building systems were in proper working order prior to lease signing and occupancy
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors
SPACE PLANNING:  Arranged and attended all meetings to finalize space plan; Reviewed and edited preliminary plans and construction documents  
PERMITS:  Managed the conditional use permit and building permit approval processes; Completed city required application materials; Organized and submitted required plans; Reviewed submittal responses from city departments and distributed additional information requests to consultants; Organized all responses for re-submittals
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to project plans, schedule and budget; Monitored RFI’s to ensure timely responses; Made weekly site visits to document progress, check for errors, and to ensure owner presence
PUNCH LIST:  Walked the site with all consultants to document punch list; Took high resolution photos of all deficiencies and organized completion of punch list items
CLOSE OUT:  Reconciled final payment with all involved parties; Secured the Certificate of Occupancy

PROJECT 1 DESCRIPTION:  Located an industrial space for Freight Services' worldwide headquarters

CLIENT:  Freight Services

USE:  Industrial

LOCATION:  Tucson, Arizona

PROJECT DURATION:  1 year

PROJECT COMPLETION:  October, 2014

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
SPACE PLANNING:  Arranged and attended all meetings to finalize space plan; Reviewed and edited preliminary plans and construction documents  
INSPECTIONS:  Organized and managed third party site inspections to ensure that building systems were in proper working order prior to lease signing and occupancy
FF&E:  Researched and presented options for security system and internet service; Orchestrated the installation of selected systems
PUNCH LIST:  Organized the completion of punch list items

PROJECT 2 DESCRIPTION:  DMC Logistics, LLC sublease

CLIENT:  Freight Services

USE:  Industrial

LOCATION:  Tucson, Arizona

PROJECT DURATION:  2 months

PROJECT COMPLETION:  September, 2017

DUTIES & RESPONSIBILITIES:
SUBLEASE NEGOTIATION:  Drafted and presented sublease proposal; Negotiated major deal points
DOCUMENTATION/CLOSE OUT:  Drafted sublease agreement and obtained necessary signatures

PROJECT DESCRIPTION:  Ground up development of a custom log home and remodel/conversion of an existing guest house on a remote 60 acres

CLIENT:  Private

USE:  Residential 

LOCATION:  Truckee, California; Juniper Creek Ranches Subdivision

PROJECT DURATION/COST:  5 years/$6M

PROJECT COMPLETION:  January, 2014

DUTIES & RESPONSIBILITIES:
FINANCING:  Developed project budget proforma for presentation to ownership and lender
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors
PLAN REVIEW:  Reviewed and edited preliminary plans and construction documents
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to project plans, schedule and budget; Monitored RFI’s to ensure timely responses; Made weekly site visits to document progress, check for errors, and to ensure owner presence
BUDGET, DRAW & CHANGE ORDER MANAGEMENT:  Reviewed, scrutinized, and approved all requests for payment
FINISH WORK:  Researched and presented ownership with interior and exterior finish options: Stone Veneer, Stone Slabs for hearths, mantles and pillars, Pavers, Slate and Wood Flooring, Countertops, Doors and Door Hardware, Wainscoting, Custom Chimney Caps, Venetian Plaster, Sauna, Light Switch Plates, Log Stain and Log Chinking; Scheduled and managed the installation of selected finishes
FF&E:  Researched and presented ownership with options regarding: Light Fixtures, Lighting System, Plumbing Fixtures, Appliances, Custom Stove Hood, Fireplaces, Built In Furniture, Wifi Thermostats, Security System and Water Filtration System; Scheduled and managed the installation of selections  
REPORTING:  Provided owner, who was based on the East Coast, with detailed weekly reports and high resolution photos to show progress and get feedback so construction decisions could be made in a timely manner
PUNCH LIST:  Documented and organized the completion of punch list items
CLOSE OUT:  Managed final inspections to ensure the issuance of the Certificate of Occupancy; Managed site clean-up; Reconciled final payments with all involved parties; Collected final lien releases

PROJECT 1 DESCRIPTION:  Located and brokered the lease of Celerity's East Bay headquarters

CLIENT:  Celerity Consulting Group

USE:  Office

LOCATION:  Walnut Creek, California

PROJECT DURATION:  3 Months

PROJECT COMPLETION:  May, 2015

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT 2 DESCRIPTION:  Located and brokered the lease of Mount Diablo Lending's East Bay headquarters

CLIENT:  Mount Diablo Lending

USE:  Office

LOCATION:  Walnut Creek, California

PROJECT DURATION:  7 Months

PROJECT COMPLETION:  May, 2017

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT DESCRIPTION:  Located and brokered the lease of Celerity's Southern California headquarters

CLIENT:  Celerity Consulting Group

USE:  Office

LOCATION:  Los Angeles, California

PROJECT DURATION:  3 Months

PROJECT COMPLETION:  December, 2016

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION: Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT DESCRIPTION:  Acquisition and installation of over 100 black & white photographs from local artists to be displayed in the MBA offices

CLIENT:  The University of Arizona, Eller College of Management

USE:  Education/Office

LOCATION:  Tucson & Scottsdale, Arizona

PROJECT DURATION/COST:  1 year/$25K

PROJECT COMPLETION:  August, 2007

DUTIES & RESPONSIBILITIES:
PLANNING:  Developed project budget for presentation to senior staff and College Dean
PROSPECTING:  Engaged and interviewed prospective artists; Gathered and presented options to stake holders
PRESENTATION:  Managed the installation and display of all artwork; Collected, formatted and mounted artist bios/narratives and image captions; Orchestrated the matting, framing and hanging of all works
CLOSE OUT:  Payment reconciliation with selected artists

PROJECT 1 DESCRIPTION:  Managed termite/dry rot inspections, replacement of exterior siding, and repainting of six town homes

CLIENT:  Camino Diablo Villas HOA

USE:  Residential

LOCATION:  Lafayette, California

PROJECT DURATION/COST:  1 year/$75K

PROJECT COMPLETION:  June, 2016

DUTIES & RESPONSIBILITIES:
BUDGET:  Developed project budget proforma for presentation to Home Owners Association board members
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to schedule and budget; Made weekly site visits to document progress, check for errors, and to ensure owner presence
CLOSE OUT:  Reconciled final payment with all involved parties; Collected final lien releases

PROJECT 2 DESCRIPTION:  Managed removal and replacement of common area driveway and private driveways

CLIENT:  Camino Diablo Villas HOA

USE:  Residential

LOCATION:  Lafayette, California

PROJECT DURATION/COST:  1 year/$30K

PROJECT COMPLETION:  April, 2018

DUTIES & RESPONSIBILITIES:
BUDGET:  Developed project budget proforma for presentation to Home Owners Association board members
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to schedule and budget; Made site visits to document progress, check for errors, and to ensure owner presence
CLOSE OUT:  Reconciled final payment with all involved parties; Collected final lien releases

PROJECT DESCRIPTION:  Orchestrated the firm's relocation from Lafayette to Pleasant Hill, California

CLIENT:  Bennett & Rhodes

USE:  Office

LOCATION:  Pleasant Hill, California

PROJECT DURATION:  8 months

PROJECT COMPLETION:  July, 2016

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a ten year turnkey deal; Reviewed lease document to ensure negotiated deal points were incorporated correctly, and to fully understand lessee’s liabilities
SPACE PLANNING:  Arranged and attended all meetings to finalize space plan; Reviewed and edited preliminary plans and construction documents  
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to project plans and schedule; Made weekly site visits to document progress and to check for errors
FINISH WORK:  Presented lessee with interior and exterior finish options: Flooring, paint, lighting, ceiling tiles, laminate, counter tops, suite and directory signage; Facilitated decision making to ensure selections were made in a timely fashion
FF&E:  Researched options, presented bids, and facilitated the installation of security system, telephone and wireless internet
REPORTING:  Provided ownership with detailed weekly reports with high resolution photos to show tenant improvement progress and to get feedback so construction decisions could be made in a timely manner  
PUNCH LIST:  Took high resolution photos of all deficiencies and organized completion of punch list items

PROJECT DESCRIPTION:  Represented building owner in renewing the lease of an existing tenant; Increased rental rate by 48% to bring rent more in line with market

CLIENT:  Private

USE:  Industrial

LOCATION:  Redwood City, California

PROJECT DURATION:  2 months

PROJECT COMPLETION:  June, 2015

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market research to determine appropriate rental renewal rate, presented results to building owner
LEASE NEGOTIATION:  Engaged existing tenant to present lease renewal options; Negotiated final renewal deal points
DOCUMENTATION:  Drafted the lease renewal addendum and obtained necessary signatures

PROJECT 1 DESCRIPTION:  Represented tenant in the lease renewal of its dental office space; Effectively lowered rental rate by over 15%

CLIENT:  Dr. Canh Nguyen, DMD, Greenstone Dental Family & Cosmetic Dentistry

USE:  Medical Office

LOCATION:  Sacramento, California

PROJECT DURATION:  4 months

PROJECT COMPLETION:  July, 2015

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market research to determine appropriate rental renewal rate; Presented results to client
LEASE NEGOTIATION:  Drafted lease renewal proposal for presentation to landlord; Negotiated major deal points
LEASE REVIEW/CLOSE OUT:  Reviewed lease document to ensure negotiated deal points were incorporated correctly, and to fully understand lessee’s liabilities; Facilitated signatures from all parties

PROJECT 2 DESCRIPTION:  Represented tenant in the lease renewal of its dental office space; Effectively lowered rental rate by over 20% equating to savings of over $30k over the renewal term

CLIENT:  Dr. Brenda Boyte, DDS

USE:  Medical Office

LOCATION:  Sacramento, California

PROJECT DURATION:  4 months

PROJECT COMPLETION:  August, 2016

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market research to determine appropriate rental renewal rate; Presented results to client
LEASE NEGOTIATION:  Drafted lease renewal proposal for presentation to landlord; Negotiated major deal points
DOCUMENTATION/CLOSE OUT:  Drafted the lease document and obtained necessary signatures

PROJECT 1 DESCRIPTION:  Located and brokered the lease of Freight Services' Scottsdale office

CLIENT:  Freight Services

USE:  Office

LOCATION:  Scottsdale, Arizona

PROJECT DURATION:  3 months

PROJECT COMPLETION:  August, 2016

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT 2 DESCRIPTION:  Represented Freight Services in the lease renewal of office space

CLIENT:  Freight Services

USE:  Office

LOCATION:  Scottsdale, Arizona

PROJECT DURATION:  3 months

PROJECT COMPLETION:  July, 2018

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market research to determine appropriate rental renewal rate; Presented results to client
LEASE NEGOTIATION:  Drafted lease renewal proposal for presentation to landlord; Negotiated major deal points including base year reset
LEASE REVIEW/CLOSE OUT:  Reviewed renewal addendum to ensure negotiated deal points were incorporated correctly, and to fully understand lessee’s liabilities; Facilitated signatures from all parties

PROJECT DESCRIPTION:  Located and brokered the lease of Catalina's Phoenix warehouse

CLIENT:  Catalina Cartage

USE:  Industrial

LOCATION:  Phoenix, Arizona

PROJECT DURATION:  5 months

PROJECT COMPLETION:  December, 2015

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to C-Suite
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
LEASE NEGOTIATION:  Drafted multiple lease proposals for presentation to landlord’s brokers;  Reviewed responses and facilitated decision making regarding which property to pursue;  Negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
INSPECTIONS:  Organized and managed third party site inspections to ensure that building systems were in proper working order prior to lease signing and occupancy
TENANT IMPROVEMENTS:  Actively monitored progress with tenant improvements to ensure completion prior to the scheduled occupancy date
MOVE IN:  Facilitated the move in process; Obtained and presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT DESCRIPTION:  Installation of 11 historical marker plaques to be embedded in the sidewalks throughout the North Beach neighborhood

CLIENT:  Top of Broadway CBD

LOCATION:  San Francisco, California

PROJECT DURATION/COST:  2.5 years/$75k

PROJECT COMPLETION:  February, 2018

DUTIES & RESPONSIBILITIES:
PROJECT BUDGET DEVELOPMENT:  Engaged plaque fabricators and concrete contractors to obtain cost and timing details; Presented results to Executive Director and other CBD Board Members
ENTITLEMENTS/PERMITTING:  Created presentation outlining plaque install locations and other details to garner SF Board of Supervisors approval; Work with SF Public Works and Arts Commission for necessary approvals and commemorative plaque encroachment permit; Drafted letter to all affected building owners to explain process and to initiate conversations should there be any questions or concerns

PROJECT DESCRIPTION:  3 building office/medical office project; Represented building ownership in the lease of available space

CLIENT:  Private

USE:  Office/Medical Office

LOCATION:  Moraga, California

DUTIES & RESPONSIBILITIES:
MARKETING:  Actively marketed available space for lease; Created and distributed marketing brochure; Cold called prospective tenants and fielded property inquiries; Listed available space through multiple online commercial real estate directories
TOURS:  Conducted property tours with prospective tenants and brokers
LEASE NEGOTIATION:  Reviewed lease proposals, drafted responses, and negotiated major deal points
DOCUMENTATION/CLOSE OUT:  Drafted lease documents and obtained necessary signatures
MOVE IN:  Facilitated the move in process; Presented vendor insurance requirements and other move in protocols; Facilitated payment of 1st month’s rent and security deposit, insurance coverage and key pick up

PROJECT 1 DESCRIPTION:  Conversion of an existing retail space and contiguous parking lot into a school and playground

CLIENT:  Woolly Mammoth Childcare & Pre-School

USE:  Education/Retail

LOCATION:  Berkeley, California

PROJECT DURATION/COST:  1.5 years/$300k

PROJECT COMPLETION:  October, 2012

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market search for properties that fit the lease requirement and presented options to business owners
PROPERTY TOURS:  Scheduled all property tours; Walked through each property with client to brainstorm and provide insights into possible final configuration, as well as to better understand and document needs and necessary improvements
BUDGET:  Researched and created project budget so ownership could understand the costs involved with permitting and the construction of improvements
LEASE NEGOTIATION:  Drafted lease proposal for presentation to landlord’s broker; Reviewed response and negotiated a multi-year lease; Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities
INSPECTIONS:  Organized and managed third party site inspections to ensure that building systems were in proper working order prior to lease signing and occupancy
TEAM ASSEMBLY:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors
SPACE PLANNING:  Arranged and attended all meetings to finalize tenant improvement space plan; Reviewed and edited preliminary plans and construction documents  
ENTITLEMENTS/PERMITS:  Managed the conditional use and building permit approval processes; Completed city required application materials; Organized and submitted required plans; Reviewed submittal responses from city departments and distributed additional information requests to consultants; Organized all responses for re-submittals;  Attended City Council hearings; Completed City of Berkeley required air quality testing per BAAQMD guidelines and other environmental (CEQA) impact studies and remedies; Managed the replacement of the sewer lateral and subsequent document submittal to prove compliance
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to project plans, schedule and budget; Monitored RFI’s to ensure timely responses; Made weekly site visits to document progress, check for errors, and to ensure owner presence
FF&E:  Researched options, presented bids, and facilitated the installation of new HVAC system
PUNCH LIST:  Walked the site with all consultants to document punch list; Took high resolution photos of all deficiencies and organized completion of punch list items
CLOSE OUT:  Reconciled final payment with all involved parties; Organized and managed all third party inspections to ensure the issuance of the Certificate of Occupancy

PROJECT 2 DESCRIPTION:  Mandatory seismic retrofitting per City of Berkeley's Soft Story Ordinance

CLIENT:  Woolly Mammoth Childcare & Pre-School

USE:  Education/Retail

LOCATION:  Berkeley, California

PROJECT DURATION:  2 months

PROJECT COMPLETION:  December, 2014

DUTIES & RESPONSIBILITIES:
PLANNING & SCHEDULING:  Interfaced with landlord and contractor to understand required improvements and to brainstorm a mutually agreeable schedule in order to keep the school open during construction
PLAN REVIEW:  Reviewed improvement plans and communicated the details of the process to the client

PROJECT DESCRIPTION:  Commissioning of an existing 12,000 SF school building to ensure optimization of the building’s energy and water systems

CLIENT:  Springfield Montessori School

USE:  Education/Office

LOCATION:  Walnut Creek, California

PROJECT DURATION:  1.5 months

PROJECT COMPLETION:  August, 2011

DUTIES & RESPONSIBILITIES:
TEAM ASSEMBLY:  Reviewed bids, negotiated contract, called references, hired and managed consultant
PRELIMINARY RESEARCH:  Worked with consultant to evaluate electric, gas, and water bills to determine operating costs and identify areas of waste
CONSTRUCTION MANAGEMENT:  Closely monitored activities to ensure adherence to schedule and budget; Assisted with the installation of data loggers to monitor HVAC and lighting systems
CLOSE OUT:  Managed the completion of the energy audit and presented results to ownership

PROJECT DESCRIPTION:  Represented tenant in the lease renewal of its Southern Arizona offices 

CLIENT:  Knight Piesold Consulting

USE:  Office

LOCATION:  Tucson, Arizona

PROJECT DURATION:  2 months

PROJECT COMPLETION:  February, 2016

DUTIES & RESPONSIBILITIES:
MARKET RESEARCH:  Performed market research to determine appropriate rental renewal rate; Presented results to client
LEASE NEGOTIATION:  Drafted lease renewal proposal for presentation to landlord; Negotiated major deal points
LEASE REVIEW/CLOSE OUT:  Reviewed lease document to ensure negotiated deal points were incorporated correctly and to fully understand lessee’s liabilities; Facilitated signatures from all parties

PROJECT DESCRIPTION:  Provided end to end solution for condo conversion to Airbnb

CLIENT:  Private

USE:  Residential

LOCATION:  Phoenix, Arizona

PROJECT DURATION/COST:  1 year/$20k

PROJECT COMPLETION:  June, 2018

DUTIES & RESPONSIBILITIES:
PLANNING:  Performed market analysis to determine if location was attractive to potential short-term renters and to estimate potential revenue FINANCIAL ANALYSIS & FINANCING: Developed project budget proforma, performed ROI analysis and secured financing
PROJECT MANAGEMENT:  Reviewed bids, negotiated contracts, called references, hired and managed all consultants and contractors to perform: flooring install, lighting install, new electrical outlets/switch install, install of new plumbing fixtures, painting, installation of cabinet hardware, necessary repairs, installation of electronics (TV’s, Nest Thermostat, Z-Wave Deadbolt Lock)
CONSTRUCTION MANAGEMENT:  Closely monitored construction activities to ensure adherence to schedule and budget
FF&E:  Researched and coordinated the purchase and install of all furniture, window coverings, dishware, towels/linens, appliances, artwork, wireless router & modem, wink hub, z-wave deadbolt lock, essentially everything that is typically part of an Airbnb
INSURANCE, ACTIVATION & MARKETING: Researched options and set up necessary insurances (liability and property damage); Applied for required short-term rental license, added listing details to Airbnb website and marketed property through various social media platforms