PROFILE
Experienced Real Estate professional with a diverse background, including:
Over 25 years of senior level leadership with numerous major restaurant chains.
Two years of real estate consulting with major restaurant chains.
Two years of experience appraising, listing, and selling businesses.
Five years of experience in City Planning.
Experience includes:
Strategic Real Estate Planning
Site Acquisition Process
Entitlements and Permitting
Supporting Franchisee New Store Efforts
Appraisal of Unimproved Property
Appraisal of Improved Property
Surplus Property Sublease and Sale
Property Management
Site Plan Layout and Approval
Development Department Management
Construction Administration
Budgeting and Cost Control
Coordination of the Real Estate and Construction Processes
CREDENTIALS
Licensed Real Estate Broker in California
AFFILIATIONS
ICSC (International Council of Shopping Centers)
PRESENTATION WORKSHOPS
Surplus Property Strategies, Guest Lecturer at NACORE National Meeting.
Getting Into the End Zone with City Planners, Lecturer at General Foods Restaurant Division
Annual Meeting.
EDUCATION
IREM (Institute of Real Estate Management), 1970 - 1973
Took 4 courses and received Certified Property Manager (CPM) designation in 1975
Real Estate Certificate Program, UCLA Extension, 1971 - 1973
Took 8 courses and received Real Estate Certificate in 1974
International City Manager's Association, 1968
Received Certificate in Local Planning Administration in 1968
California State University @ Northridge, 1962 - 1966
Received Bachelor of Arts degree in 1966
Major in History and Geography
EXPERIENCE
Vice President of Real Estate 2000 - 2003
Petco Animal Supplies, CA
Created a long-term development plan for the total saturation of U.S.
Tested kiosk stores in major Midwest malls during holiday season of 2002.
Vice President of Development 1993 - 1999
Red Robin Restaurants, CA
Developed network of brokers and personally supervised the mapping and identification of target trade areas in 65 markets in the U.S.
Personally worked with major mall developers throughout the U.S. to obtain sites in nation's most successful, high profile regional malls.
Worked with franchisees on development strategies for their territories.
Worked with outside firm to develop a sales forecasting model, resulting in increased success rate for new restaurants.
Vice President of Real Estate and Development 1992 - 1993
In-N-Out Burgers, CA
Responsible for Real Estate and Construction departments.
Drafted five-year plan for penetration of Northern California and move into Arizona.
President and CEO 1991 - 1992
Equity Pacific Business Brokers, CA
Worked with business owners to appraise and list their properties for sale.
Hired and trained small staff of professionals in policies and procedures.
Sales Associate 1991
NAPA, CA
Worked with boutique business opportunity broker to appraise, list, and sell business throughout Southern California.
Vice President - Franchise Development 1990 - 1991
Winchell's Donuts, CA
Retained outside law firm to prepare UFOC registration material and all documents.
Subleased Winchell's properties to third parties who operated under independent brand.
Worked with CEO to coordinate the sublease of 210 locations to PEPSICO for conversion to Pizza Hut Delivery units.
Vice President - Development 1989 -1990
Penguin's Frozen Yogurt, CA
Responsible for real estate, construction, and franchising.
Approved all new company and franchise sites.
Vice President - Development 1987 - 1989
IHOP Corporation, CA
Responsible for developing new restaurants in 39 states
Managed real estate, construction and property management department of 45 people.
President 1986 - 1987
Equity Pacific Real Estate Consultants, San Diego, CA
Personally developed 138 Pizza Hut Delivery units in 21 months in San Diego, Phoenix, Las Vegas, and Washington, D.C.
Created Development Plans for El Pollo Asado, Souplantation, and Round table Pizza for implementation by corporate employees.
Vice President - Restaurant Development 1982 - 1985
Foodmaker, Inc. (Ralston Purina), CA
Managed a new restaurant development team of 92 people, including real estate, architecture and construction professionals.
Directed a development plan of 90 to 100 new restaurants per year.
Director of Special Projects 1980 - 1982
Foodmaker, Inc. (Ralston Purina), CA
Responsible for the sublease of 245 Jack in the Box restaurants and 17 offices and warehouses in 10 major eastern markets.
Also subleased 29 theme dinner houses for the CRS division of Foodmaker.
Director of Development 1978 - 1980
Del Taco (W.R. Grace), TX
Hired, trained and directed a staff of 24 professionals.
Responsible for real estate and construction functions.
Exercised sole site approval authority over an 18 million dollar new store program.
Real Estate Manager 1972 - 1978
Burger Chef (General Foods), CA
Responsible for management and divestment of closed stores in 26 western states.
Disposed of in excess of 165 properties in 6 years, through sublease, sale and negotiated termination.
Real Estate Manager 1971 - 1972
Burger Chef (General Foods), IL.
Worked with headquarters real estate staff to insure consistent real estate strategy.
Shored up real estate effort as needed to insure that new store plan was achieved.
Real Estate Representative 1970 - 1971
Burger Chef (General Foods), CA
Responsible for new company store growth in western region.
Worked with franchisees to insure that they met the requirements of their area development agreements.
Director of Real Estate 1968 - 1970
Taco Bell, CA
Developed real estate broker network for midwest, east coast and southeast .
Presented company and franchise sites to Real Estate Committee for approval.
Real Estate Representative 1968
Taco Bell, Sacramento, CA
Responsible for locating new company sites in Northern California.
Worked with Franchisees in their new site efforts.
City Planner - Community Development Department 1967 - 1968
City of San Diego, CA
Worked on Master Plan for Rancho Bernardo.
Work with staff members on variance, CUP and rezoning applications.
Personally prepared all street closing petitions for presentation to City Council.
Assistant City Planner - Planning Department 1966 - 1967
City of Petaluma, CA
Updated General Plan and Zoning Maps.
Handled majority of field work related to variance, CUP and rezoning applications.
Student Planning Technician - Planning Department 1964 - 1965
City of Burbank, CA
Worked 20 hours per week on variance, CUP, and rezoning applications.
Gathered field data for the department staff.
Assisting in preparing formal staff in preparing formal recommendations to the Planning Commission.
Real Estate
Fee schedule for Expert #8376
Expert Designation Fee--------------------------$750.00 Amount charged to use the expert's
name as applied to the case.
Retainer Fee------------------------------------$1500.00 usually applied to the last invoice
Non-Testimonial Fee-----------------------------$325.00 per hour for consultation, analysis,
research, written report, etc.
Testimonial Fee---------------------------------$375.00 per hour for testimony, waiting to
give testimony,breaks, etc.
Deposition Fee----------------------------------$375.00 per hour for deposition, waiting to give
deposition, breaks, etc.
Travel Fee--------------------------------------$.75 per mile when using own car for travel on
Case.
Travel Policy-----------------------------------lodgings,Meals, car rental, gasoline, car insurance, tips, parking,tool roads,air fare, train fare,etc. to be reimbursed by client at cost.
Miscellaneous------------------------------------copies, photo reproductions,aerial photos,
Maps,presentation items, displays, etc. will be reimbutrsed by the client at cost.
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