Construction
- Construction Claims and Disputes – Over 20 years of direct construction management in multi-family and mixed use projects. Areas of expertise include schedule analysis, change order analysis, architectural/design issues, cost claims, construction administration practices, utility issues, phased project delivery, warranty management, and quality assurance procedures.
Real Estate Development
- Senior Housing Development – Over 20 years direct experience in development of continuing care retirement communities (CCRC) throughout the United States. The majority of these projects are owned by 501(c)(3) corporations utilizing tax exempt debt financings. Scope of involvement and responsibilities included site analysis, site entitlements, market and feasibility analysis, project budgeting, design and engineering team selection, marketing coordination, design and construction contract negotiations/executions, active participation in project finance team negotiations, bond closings, construction administration, building commissioning, and transition to management operations. Projects included two story wood frame structures to high rise concrete construction.
- Served as development manager for Oxford Development on two CCRC projects in Texas (1985-1988) totaling over $40MM in project cost.
- Served as First Vice President for Greystone Communities, Inc., Irving ,TX (1988 – 1996) and participated in the development of nine completed projects and approximately 20 feasibility analyses on other projects. Started the real estate development department at the company and developed processes, contracts, and procedures for successful project completion including job cost accounting, scheduling, and contracting procedures.
- Independent consultant working directly with third party owners on project specific engagements.
- Assisted Living – One of original founders of Southern Assisted Living, Inc., Chapel Hill, NC (1996 – 2001). Company was founded to develop and operate assisted living communities. Responsible for all real estate related functions including new construction of 15 projects in three years, capital improvements to 30 acquired projects, and facilities management for the entire portfolio. Implemented budget and schedule controls, design programs, prototype FF&E packages, uniform materials program, and general implementation of prototypical design and construction standards that resulted in cost effective project development.
- Multi-family – Functioned as developer on multi-family projects including suburban garden apartments, mid-rise and high rise urban apartment, condominium mixed use development. Responsibilities included all design programming, contracting, site entitlements, project budgeting, project scheduling, marketing center design/build, construction administration, building commissioning, delivery planning, buyer fulfillment, and transition to management. Served as Vice President Project Development for Bristol Development, Franklin, TN (2005 – 2008)
Real Estate Sales and Marketing
Served as Senior Vice President, Bristol Urban Group, Franklin, TN (2005-2008). Scope of responsibilities encompassed all project sales and marketing for the portfolio consisting of condominium projects in Tennessee, Alabama, Virginia, and Arkansas. Projects included new construction of urban mixed use projects, high rise mixed use, and conversion of existing apartments to condominiums.
Property Management and Operations
Served as Regional Manager for Drexel Properties, Dallas, TX. Scope of responsibilities included P&L responsibility for multi-family portfolio of approximately 1,000 units in Texas, Oklahoma, and North Carolina.
Southern Assisted Living, Inc. – Operated portfolio of approximately 35 assisted living communities including resident care, facilities management, dementia care, food service, and regulatory compliance.
Education
Masters of Business Administration, Texas Christian University, 1983
Bachelor of Science, Mathematics, University of Texas at Arlington, 1976
Other
Tennessee Supreme Court Rule 31 Listed Civil/Family Mediator
American Arbitration Association Listed Arbitrator
Affiliate Broker, Tennessee Real Estate Commission
Member Urban Land Institute