Real Estate Investment Expert 9073 CA(N)

Expertise Description

I have over 40 years experience in the field of real estate investments and development; areas include commercial, residential property and land development (office, industrial, retail, apartment, single family subdivision, hotel, park and educational uses), economic / financial analysis, analysis of damages / lost profits, asset and property management, development, leases and ground leases, standards of care / due diligence, property financing, entitlement matters, land use policy, contracting, public sector development, professional standards, landlord / tenant disputes, environmental remediation, acquisitions and mergers of real estate interests, standards for public RFP competitions, and arbitrator AAA. I have more than 10 years expert witness experience.

Areas of Expertise

Expert Witness

My expert witness experience includes: dispute about terms, conditions of and compliance with a lease between a retail tenant and a shopping center; dispute between a ground lease landowner and a ground leasee retailer, regarding the terms of the ground lease and certain rights and obligations to the parties; dispute between equity investors and the managing partner regarding a number of issues pertaining to the financing and management of investment grade real estate apartment projects; dispute between a a ground lessor and two ground leasees over the terms of the acreage, the exercise of a right of first offer, standards of industry practice pertaining to mergers and acquisitions of real estate interests and their effect on existing leases, and a discussion of remedies and calculation of damages involving a mixed use property.

Consulting Experience

My consulting services include: real estate transactions; financing issues; deal feasibility; market evaluations; leasing practices; asset management practices; acquisition and disposition activity; broker conduct and practices; investment bank / lender conduct and practices; lawyer conduct and practices; best industry practices in the management and development of real estate products; government regulation and entitlement; residential projects; commercial and retail projects; office and mixed use projects; land planning and development; resort development; government projects.

Relevant Experiences

I have had responsibility for shopping centers with grocery stores.


BAYale University
MBAHarvard Business School

Licenses Certifications

Awards & Affiliation

Primary Affiliation

The Urban Land Institute

Partial List of Consulting Expert Witness Cases