Raleigh-Durham State of the Market

As CEO of Dominion Realty Partners, LLC Andy oversees development, acquisitions, strategic planning, construction and financing of eco-friendly commercial and residential projects throughout North Carolina, Virginia and South Carolina. Prior to creating Dominion Realty Partners, Andy joined Daniel Corporation in 1987 and served as Senior Vice-President while overseeing the Southeast and Mid Atlantic regions for that company. Over the past ten years, Dominion Realty Partners, LLC has developed and acquired over two billion dollars worth of commercial office buildings, multi-family communities, high-rise condominium projects and mixed-use developments throughout the Southeast region. Before entering the real estate field, Andy played on the World Professional Tennis Tour (ATP) for five years. Andy won over nineteen professional titles and reached the semifinals in doubles of the US Open and the doubles finals of the Australian Open. Andy is a graduate of Woodberry Forest School in Virginia and played collegiate tennis at North Carolina State University. His recent awards and designations include: Two-time All American and All ACC in Tennis at North Carolina State University, Two-time past President of Raleigh Racquet Club and five year Board Member, Member of North Carolina Tennis Hall of Fame, George Whitfield Hall of Fame inductee, Mary Milam Lifetime Tennis Achievement Award Winner, 2011 North Carolina Tennis Association President’s Award recipient, 2013 -2014 USTA National Board of Directors - Delegate at Large, USTA Southern section Delegate at Large, Secretary of the Board of Directors USTA Southern Section, USTA Junior Competition Committee member, USTA Varsity Collegiate Committee member, Chairman of NAIOP Urban Redevelopment Forum, Two-Time President of Triangle Area Office Building Association and Chairman of NC Tennis Association Capital Association Campaign. During the past seven years Andy has raised over $9,000,000 for tennis programs, facilities and opportunities for those less fortunate. Andy resides in Raleigh, North Carolina with his wife Carol and their children, Rhyne and Alex.

Donald Santos is responsible for managing the development process and sourcing new investment opportunities in the Carolinas, which includes site selection, negotiating land purchases for development, capitalization, managing the entitlement, design and construction process, and overseeing the leasing and disposition for each asset. Mr. Santos has been involved in the real estate industry since 2003, starting his career in real estate finance where he was directly involved in over $2 billion in transactions before transitioning to development. As a principal, he has developed nearly 3,100 multifamily and senior living units representing over $500 million in total capitalization across the Carolina’s, Georgia, Tennessee, and Florida. Mr. Santos graduated with honors from Wofford College with a BA in Finance and also earned an MBA as a Dean’s Fellow with concentrations in Real Estate and Corporate Finance from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.

Caitlin Shelby is the Director for the Raleigh-Durham office of Wood Partners. In this role, she manages the sourcing, financing, and development of multifamily communities in eastern North Carolina and Virginia. Prior to joining Wood Partners, Ms. Shelby managed nearly 2 million square feet of development for Boston Properties and The JBG Companies in Washington, DC. Ms. Shelby began her career working in corporate finance and project management at the New York City Economic Development Corporation. Ms. Shelby received her MBA from the University of North Carolina Kenan-Flagler Business School, with a concentration in Real Estate Development and Real Estate Finance. She graduated from Fordham University with her BS in Business Administration. Ms. Shelby is a member of the UNC Kenan-Flagler Leonard W. Wood Center for Real Estate Studies Advisory Board, ULI Regional Initiative Council for the Carolinas, and ULI Women’s Leadership Initiative Steering Committee for the Triangle.

As Vice President of Development, Adam is responsible for leading all phases of the development process on new multifamily projects. Adam joined Northwood Ravin in September of 2011. Prior to joining Northwood Ravin, Adam was a Director of development at Wood Partners. He joined Wood Partners in 1998 and was involved in the successful development of more than 2,300 units in 9 projects in North Carolina and Virginia. Adam led all of Wood Partners’ development activity in southern Virginia and successfully developed 5 projects totaling more than 1,200 units in high-barrier Virginia markets while establishing the firm’s presence and reputation as a market leader in the region. One of Adam’s projects holds the distinction of being the most profitable transaction in Wood Partners’ history. Before joining Wood Partners, Adam was a Development Analyst at Trammell Crow Residential where he worked on the development of more than 1,600 units in 6 projects in North Carolina and Virginia. Preceding Trammell Crow Residential, Adam worked for National Realty Management where he served as a multi-site Property Manager and Technical Advisor on LIHTC compliance for the southeast region.

A graduate of business administration and marketing at East Carolina University, Terry has more than 39 years of experience in the construction industry, all in the Research Triangle area. Terry currently works for DPR Construction, a national construction firm which specializes in Advanced Technology, Healthcare, Life Sciences, Higher Education and Commercial Construction. Terry has successfully served on a variety of boards, to include Raleigh Chamber of Commerce, Raleigh-Durham International Airport Authority Board, Wake County Planning & Zoning board, to name a few.

Jim Anthony serves as CEO for Colliers International Raleigh‐Durham / Eastern North Carolina, as well as Anthony Property Group. Prior to founding Anthony Property Group in 1987, Jim served as a consultant with Grubb & Ellis Company in Los Angeles, California from 1979 to 1983. In 1983 Jim relocated to Raleigh to start a vertically-integrated real estate services firm now known as Colliers International Raleigh-Durham. Projects have ranged from Myrtle Beach, SC, Atlanta, GA, Niagara Falls, NY, Durham, NC, to Burlington, NC. The company is headquartered in Raleigh, North Carolina. In addition to building a successful commercial real estate portfolio across diverse property types, Jim has one of the most distinguished real estate investment track records in the Southeastern United States. His expertise is sought after by institutional investors, business owners, lending institutions, developers, and government officials. Jim is a former president of the Triangle Commercial Association of Realtors, former member of the Raleigh Chamber of Commerce, former board member of the Wake County Board of Economic Development, and is a founding partner of Jobs for Life.

Jessica collaborates on establishing Longfellow’s strategic direction, identifying acquisition opportunities, and negotiating and structuring transactions in the Southeast. This includes building long-term relationships with research-centric organizations. Jessica serves on Longfellow’s investment committee. Prior to joining Longfellow, Jessica held positions with the following organizations: Spectrum Properties, and Weyerhaeuser A native of New Bern, she received her BS from the Kenan-Flagler Business School at the University of North Carolina-Chapel Hill. In addition, Jessica is a recipient of the TBJ’s 2016 Women in Business award, serves on the Durham YMCA advisory board and on the executive committee of Downtown Durham, Inc. Jessica enjoys spending time with her husband Jason and two children, traveling and running with friends.

As Eastern regional president for KBS, Marc is responsible for all acquisitions, dispositions and asset management activities in the Northeast, Mid-Atlantic, Southeast and Ohio. He is also chairman of the KBS Investment Committee that meets regularly to review and approve all new investments for the firm. Since joining KBS in 2013, Marc has acquired $1.9 billion in real estate. Prior to joining KBS, Marc was an equity partner and Managing Director at Clarion Partners. While at Clarion, he was an acquisitions team leader, responsible for acquisition activities for the Mid-Atlantic and South-East region of the United States, where he acquired more than $4.3 billion in real estate. In addition, Marc had oversight of all asset management activity in the Washington, D.C. area. Prior to that, he was responsible for asset management activities for office, retail, hospitality and industrial investments in the mid-Atlantic and south Florida regions. Marc joined Clarion Partners in 1999 and began working in the real estate industry in 1990, while attending George Washington University. He is a member of the Federal City Council and a Life Director of the National Association of Industrial and Office of Northern Virginia.

Ted Van Dyk, AIA is Principal and Founder of New City Design Group, a Raleigh Architecture and Planning firm. New City’s 22 years of project experience includes retail, commercial, restaurant, and institutional work for a wide variety of clients. Their boutique approach emphasizes creativity, close attention to client needs, and a commitment to the highest quality outcome for each project. Mr. Van Dyk holds a BA in History from Duke University, A masters degree in Industrial Design from NC State university, and a masters degree in Architecture from the University of Washington. Board and Commission experience includes: City of Raleigh Appearance Commission Chair ULI Triangle Roundtable Chair and Mission Chair Hillsborough Street BID Board Member (Current) Alexander Family Y Advisory Board (Current) Wake County Planning Commission (Current) When not working with the talented New City staff and its many partners and clients, Ted can often be found cycling the Greenways of Raleigh with friends. He and his wife, Pam, have been married for 29 years and have two adult children.

Brian Rosen joined Accesso Partners, LLC in August, 2013 as Managing Director, Acquisitions. He is responsible for identifying and executing new investment opportunities for the company, and is tasked with overseeing its acquisitions process. He works closely with senior management in developing the company’s acquisition strategy. Previously, Brian was a Principal at Investcorp in New York City and a member of its Real Estate Group where he had senior level responsibility for acquisitions and asset management across all major property classes. Earlier, he was an associate specializing in acquisitions for Lend Lease Real Estate Investment. Brian earned a BA in History from the University of Pennsylvania.

Leadership Role:National Leader, Federal Credits & Accounting Methods Education: B.S. in Accounting, Auburn University; Master of Taxation, Georgetown University, highest honors; Advanced Business Advisor Program, University of Chicago. A Tax Partner with more than 25 years of experience in the area of taxation, Ron serves a diverse client base including multi-national, public and closely held companies. Clients who rely on Ron’s guidance inhabit a number of industries including manufacturing, distribution, technology and life sciences, real estate and construction, and private equity. Based in the Firm’s Raleigh office, Ron guides clients through a number of taxation matters including international and domestic tax provisions, FIN 48, tax controversy and complex transactional matters. National Leader of Cherry Bekaert’s Credits & Accounting Methods practice, Ron has extensive practical experience bringing value to clients. He is also a member of THInc, the Firm’s specialty practice focused on guiding growth through innovation. Clients in the Technology, Health & Life Sciences, and Industrial sectors depend on Ron to help them maximize opportunities for innovation. Prior to joining Cherry Bekaert, Ron was a Tax Partner with an international firm for ten years, followed by several years with a regional firm. During his career, Ron spent seven years in a national tax role in Washington, D.C., focusing on domestic and international tax issues, mergers and acquisitions and IRS tax controversy matters.