Associate Broker and Business Development Consultant
Healstone Investment Property and Management
Brokered multi-family real estate transactions throughout Southern California; specifically targeted in urban markets with value-add and REAP properties. Consulted IRC 1031/1033 exchange clients for improved equity positioning and long-term portfolio management, using comprehensive financial feasibility analysis, trend forecasting, and long-term income projections. Spearheaded portfolio management branding through execution of strategic operations and marketing plans in existing and new line of business. Reported to CEO.
- Achieved sales volume exceeding $12.5M, representing 5 sides in 2008: Served a multi-disciplinary asset management model for immediate buyer profitability and successful seller tax-exempt 1031/1033 exchanges.
- Spearheaded vision, strategy, and execution of marketing plans and branding for Healstone Construction Development. Designed website content at www.healstoneconstruction.com, created marketing database and standardized operating procedures, established marketing and sales objectives and prepared sales forecasts, participated in research and development of niche REAP mediation service, responsible for contract negotiations and document management: Resulted in increased market share, >$1.7M in construction contracts, and a personal, scheduled corporate profit exceeding $500,000 in 12 months(2007-08).
- Consistently maintained 100 percent or better of established sales objectives 2006-08; achieved 127 percent of business development goals in 2008; surpassed client retention forecast and built client base to more than 600 investors by 2007, and mentored for over-achieving junior agent performance in 2008.