Orange County State of the Market

Mr. Lanni is a Principal with the Company responsible for capital markets and investment management. Scott has 18 years of commercial real estate experience and has completed over $6 Billion of acquisitions and capitalization. Mr. Lanni has previously held senior positions with both The Irvine Company and Lyon Communities where he was responsible for the acquisition and investment efforts . Lanni earned his undergraduate degree in Business Administration from the University of Southern California and also earned his MBA from the University of Southern California including international business courses taken at London Business School in the UK. He is a licensed California real estate broker.

Waterford Property Company is an Orange County-based real estate firm focused on acquiring and managing commercial real estate assets throughout California and Arizona. Waterford leverages its experience, relationships, and superior market knowledge to acquire and manage select real estate opportunities that provide strong risk-adjusted returns to its investors. Waterford looks for opportunities where it can utilize its asset management expertise to add immediate value while also focusing on properties that can be purchased well below projected replacement costs. To purchase its assets, Waterford partners with high net-worth private investors, institutions, and a select group of alternative funding sources. Since its founding in 2014, Stillwater has acquired and been a partner in over $170 million of office and retail assets in Southern California.

Mr. Miszkowicz oversees property acquisition, financing, and disposition. Prior to founding Harbor, Mr. Miszkowicz held acquisition roles with AEW, Bixby Land Company and The Bascom Group. His responsibilities included property identification, market assessment, contract negotiation, asset management and disposition of real estate assets. Mr. Miszkowicz acquisition background includes office, industrial, retail and multifamily development and redevelopment totaling over $996M in acquisition volume across 14 US markets, and $812M in disposition volume across 7 US markets. He played an active role in the asset management of a $440M portfolio of commercial assets. Mr. Miszkowicz holds a Bachelor of Business Administration with concentrations in Finance, Entrepreneurship and International Business from Loyola Marymount University. He is a member of the NAIOP Young Professional Group and is a licensed real estate broker in the state of California. He has appeared as a guest speaker at Loyola Marymount University and University of Southern California.

Sandra Jacobson is a partner at Allen Matkins in the firm's Orange County office. Her practice involves all aspects of real estate transactions, including acquisitions and dispositions, real estate development and leasing of office, industrial, multi-family and retail properties across the United States. Sandy has extensive experience in representing sellers and buyers in complex and portfolio projects involving industrial and office properties. Sandy has helped her clients to develop more than one million square feet of office, industrial and retail assets, including the negotiation of construction contracts, development agreements, reciprocal easement agreements, CC&Rs and other related development agreements and has helped her clients in the disposition of multiple industrial and office condominium projects. In addition, Sandy has extensive retail experience. She has represented several "big box" tenants and other anchor tenants in their acquisition of real properties and with the negotiation of their leases, SNDAs and other related lease documentation. She has also represented landowners in the negotiation of leases and other related documents with a wide array of anchor and junior anchor tenants.

As the Chief Executive Officer of LT Global Investment, Max Yang has been actively involved in Real Estate Investment including large commercial real estate developments in Hebei Province in China. Currently he is actively pursuing US Investment Opportunities in building the asset base of LT Global Investment here in California. Max Yang is the son of Mr. Yang, the executive Director and Chairman of LT Holding Limited. Max also serves on the board of HK Parent Company LT Commercial Real Estate Limited in Hong Kong as Executive Director. Max Yang graduated from the University of Southern California, U.S.A. with a Bachelor of Arts degree in Economics and has been actively involved in real estate development business.

Jerome A. Fink is a co-founder & Managing Partner of The Bascom Group, LLC. Bascom has completed over $12.0 billion in multi-family and commercial value-added transactions since 1996 including more than 300 multifamily properties and 80,000 units. Bascom has ranked among the top 50 multifamily owners in the U.S. Bascom’s subsidiaries and joint ventures include the Southern California Industrial Fund, Rushmore Properties, Bascom Portfolio Advisors, Shubin Nadal Associates, Spirit Bascom Ventures, REDA Bascom Ventures, MHF RM Holdings, Bascom Northwest Ventures, Bascom Arizona Ventures, Harbor Associates, Village Partner Ventures, and the Realm Group. Bascom’s subsidiaries also include Premier Business Centers, the largest privately held executive suite company in the U.S. Prior to founding Bascom, Mr. Fink acted as Senior Acquisitions and Sales Manager from 1991 to 1995 for Pacific Mutual Life Insurance Company. His responsibilities included market assessment, property identification and negotiation, and the acquisition and disposition of real estate investments. Mr. Fink holds a Bachelor of Science in Electrical and Computer Engineering and a Master of Business Administration in Real Estate and Finance from the University of Wisconsin-Madison. He is a member of the Institute of Real Estate Managements (IREM) and Turnaround Management Association (TMA). Mr. Fink is a licensed real estate broker in the state of California, a Certified Commercial Investment Member (CCIM), a Certified Property Manager (CPM), a Certified Mergers & Acquisitions Advisor (CM&AA), and a Certified Turnaround Professional (CTP). He has appeared as a guest speaker at various functions, including those for the Urban Land Institute, University of California Los Angeles and Irvine, University of Southern California, and other assorted industry events. Mr. Fink previously served on the Board of Directors for the Wisconsin Real Estate Alumni Association and is currently a member of the USC Lusk Center for Real Estate Executive Committee.  He has previously served on the board for the Young Presidents Organization (YPO) California Coast chapter and is currently a member of the World Presidents Organization (WPO). In 2004, Mr. Fink was awarded the Apartment Executive of the Year by the Real Estate Conference Group, the industry's largest and most prestigious multifamily conference on the West Coast, and was later awarded the Rising Star award by the University of California Irvine Center for Real Estate in 2008. Mr. Fink was also recognized in the 2011 Multi-Family Executive Magazine. In 2016, Mr. Fink was awarded the Ernst & Young Entrepreneur of the Year, Orange County.

Michael Genthe is Managing Director - Southern California for Mill Creek Residential, with responsibility for pursing multifamily development opportunities and entitlements in the Southern California region. He is responsible for the creation of new multifamily communities in Los Angeles, Orange, San Diego and Ventura Counties. Since joining Mill Creek in 2010, Michael was in a comparable position with Trammel Crow Residential (TCR), where he had successfully developed and currently has under entitlement approximately 2,900 units with a combined capitalization of over $1 billion. Prior to joining TCR, Michael was a partner and Executive Vice President with Beneficial Realty Group. He was primarily responsible for the acquisition, major rehabilitation, daily asset management and property disposition involving a 14-project portfolio comprised of apartment, retail and office properties located in Los Angeles, Orange, San Bernardino and Riverside counties. Michael also served as Director of Investment & Development for Lycon Properties, Inc., which was one of the ten largest multifamily and single family estate housing developers in Southern California during the late 1980s. He was responsible for arranging equity capital funding, disposition of apartment buildings and marketing of single family estate developments with a combined value of over $400 million. Michael attended the London School of Economics in London, England and completed his Graduate Diploma of Economics. He graduated Cum Laude with a Bachelor of Science in Economics from the University of the Pacific in Stockton, California. He has also been a licensed NASAD security principal. He is an active Habitat for Humanity partner.

Jason has over 16 years of experience in commercial and multifamily mortgage banking. During his career, Jason has originated and closed more than 100 transactions totaling over $1.1 billion in debt and JV equity capital. Prior to joining Bellwether Enterprise, Jason served as Vice President of Originations for Walker & Dunlop and Berkadia (formerly Capmark Finance and GMAC Commercial Mortgage) where he sourced and closed multifamily and commercial real estate loans with Agency, Life Company, bridge, and CMBS debt. Additional experiences include spending two years (2009-2011) at Hunt Investment Management (formerly Capmark Investments, which was Capmark’s equity investment company) where he asset managed a 17-property multifamily portfolio totaling over 3,500 apartment units located in Southern California. Additionally, Jason spent one year as Saris-Regis group where he worked on the multifamily investment team.

Jackson Cloak joined Berkadia as a Vice President in March 2010. Over 18+ year career he’s placed over $2.5 billion of debt and equity using balance sheet, agency/GSA, Life Company and conduits. Berkadia is a partnership between Berkshire Hathaway and Jeffries Financial Group. With over $265 billion of loans in current servicing portfolio and $34 billion of debt and investment sales in 2018 we are a nationally ranked top provider of debt and equity. Berkadia provides borrowers and lending partners with the highest level of execution on complex and straightforward capital structures for all varieties of commercial real estate assets. Before Berkadia, Jackson spent 9 years at Fidelity Bancorp Funding & EverBank as an apartment and commercial loan consultant. There he financed purchases and refinances of apartment, retail, industrial and office properties in addition to disposition of performing and non-performing debt. Before focusing on commercial real estate Jackson traded corporate stock options in Palo Alto and Orange County/Newport Beach for high profile publicly traded companies. In 1999 he graduated from SDSU with a degree in Finance is a SDSU men’s basketball season ticket holder. After growing up in Laguna Beach then living in the Bay Area mixed with regular family visits to the east coast Jackson has a great appreciation for our beaches, weather, outdoors and good sushi.