Transaction due diligence and valuations for retail shopping centers, freestanding AAA-credit-tenant retail properties, multi-use retail, residential and office properties, residential asset/mortgage portfolios, residential and industrial subdivisions, high-end resorts and golf facilities, mini-warehouses, apartments, industrial distribution warehouses, manufacturing facilities, and diverse portfolios with properties nationwide. Special-use property valuations include professional sports stadiums, radio/television transmission towers, a railroad intermodal facility, automobile dealerships, cinemas and movie theatres, deep water industrial sites, marinas truck terminals, cemeteries, U.S. Postal Service facilities, and depletion properties including gold mines, landfills, sand and gravel pits, mining operations, deep water injection wells, and sewage overflow facilities.
BackgroundQ: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: B.S. Real Estate Finance; professionally licensed in over 15 states.
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Member of Appraisal Institute (MAI)
Certified Commercial Investment Member (CCIM)
Member and National Director - Forensic Expert Witness Association (FEWA)
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Certified Instructor for Appraisal Institute
Income Approach, Sales Comparison Approach, Cost Approach & Site Valuation, Separating Intangibles from Real Estate Value
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
Q: On how many occasions have you been retained as an expert?
A: Over 50 assignments
Q: For what area(s) of expertise have you been retained as an expert?
A: Real Estate Valuation, Environmental Damages, Lost Profits, Property Tax Appeal, Insurance Claims (911 World Trade Towers case)
Q: In what percentage of your cases were you retained by the plaintiff?
A: +/- 60%
Q: In what percentage of your cases were you retained by the defendant?
A: +/- 40%
Q: On how many occasions have you had your deposition taken?
A: Over 30 times
Q: When was the last time you had your deposition taken?
A: July, 2013
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: +/- 20
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: +/- 20
Q: For how many years have you worked with the legal industry as an expert?
A: 35 years
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, valuations, appraisal, environmental damages, lost profits cases, property tax appeal
Q: What is your hourly rate to consult with an attorney?
Q: What is your hourly rate to review documents?
Q: What is your hourly rate to provide deposition testimony?
Q: What is your hourly rate to provide testimony at trial?
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Travel expenses