ADVISORS
HELIOS CAPITAL ADVISORS
Helios Capital Advisors
300 Route 9 North
Suite 301
Woodbridge, NJ 07095
P: (732) 362-8282
F: (732) 855-0034
Website: www.heliosca.com
Key Executives: Steven M. Schultz, Chief Executive Officer; Tony D. Georgiev,
Senior Director; Josh Malka, Managing Director
Services Provided: Commercial mortgage loan sales, structured finance advisory,
capital markets, REO/lender owned assets, private equity & structured joint venture transactions.
Description: Helios Capital Advisors provides a full range of world-class advisory
services to the commercial mortgage loan sales, structured finance advisory, REO
sales and capital markets. We strive for excellence; leading our clientele with the
passion and energy it takes to create outstanding results in the industry.
Service Territory: Northeast
ASSET MANAGEMENT
PYRAMID HOTEL GROUP
One Post Office Square
Suite 3100
Boston, MA 02109
P: (617) 412-2800
F: (617) 946-2040
Email: jhamilton@pyramidhotelgroup.com
Website: www.pyramidhotelgroup.com
Key Executives: John Hamilton, SVP Acquisitions;
Chris Pfohl, SVP Business Development
Description: Pyramid Hotel Group is a full service Hotel and Resort company with
70 properties and over 28,000 rooms under management. Pyramid Hotel Group
provides Hotel and Resort Property Management, Hotel and Resort Receivership
and Workout Services, Hotel and Resort Asset Management and Hotel and Resort
Project Management services to a wide array of clients. The portfolio ranges from
select service to full service independent and branded hotels and resorts.
Major Clients: Developers, Institutional Investors, Special Servicers, Lenders,
Pension Funds, Universities
Service Territory: National
BANK/LENDER FINANCIAL SERVICES
LONE OAK FUND, LLC
11611 San Vicente Blvd., #640
Los Angeles, CA 90049
P: (310) 826-2888 • F: (310) 820-9145
Email: stephan@loneoakfund.com • Website: www.loneoakfund.com
Key Executives: Stephan Kachani, VP Sales & Marketing
Services Provided: Bridge Loans ($500K-$12.5M) - Commercial & Residential
properties in Calif., REO Purchases, Distressed commercial & apartment financing,
Line of Credit ($1.5M-$12.5M) for buyers of houses from banks and at Trustee Sales,
loan amounts up to 65 percent of the purchase price at 7.9% interest.
Description: Lone Oak Fund, LLC is a private mortgage lender larger than many
banks, 400+ members strong, that makes bridge loans typically ranging from $500K-
$12.5M on properties located throughout California. Neither an institutional nor a
hard-money lender, Lone Oak Fund has built a reputation for unparalleled service and
efficiency providing lending solutions for a wide range of sectors within the commercial real estate community. First trust deeds only; interest from 7.9%- 8.9% I. O.; no
prepayment penalties; funding within 7 business days; minimal paperwork; creative
structuring; broker cooperation.
Major Clients: Institutional & commercial banks, mortgage bankers & brokers,
developers, attorneys, CPAs, financial advisors, estate planners, money managers
Service Territory: California only
ASSET MANAGEMENT
NATIONAL ASSET
SERVICES, INC.
9841 Airport Blvd., Suite 1107
Los Angeles, CA 90045
P: (310) 943-8171 • F: (866) 800-1540
Email: info@nasassets.com
Website: www.nasassets.com
Key Executives: Karen E. Kennedy, SCSM, President & Founder; Shirlee J. Kingsley,
CPM, Senior Managing Director; Carol Scott, CSM,Managing Director
Services Provided: Asset Mgmt, Property Mgmt, Receivership Services, RE Strategy
Analysis, Investor Relations, Loan Modification & Workout, Exit & Hold Strategies
Description: NAS has emerged as an industry leader by focusing on property value
enhancement through an unbiased, objective and transparent approach to managing
commercial real estate. It’s a standard that sets NAS apart and why ownership at 90
properties valued at $2 Billion across the country look to NAS for guidance, leadership and innovative solutions. NAS leverages nationwide relationships to minimize
costs while developing aggressive, strategic plans with local insights to maximize
revenue. NAS manages all property types including retail, multifamily, student housing, office and industrial flex.
Service Territory: Northeast, Southeast, Midwest, Southwest, West
ASSET MANAGEMENT
SELECT STRATEGIES REALTY
400 Techne Center Drive, Suite 320
Cincinnati, OH 45150
P: (513) 332-9964 • F: (513) 332-9965
Email: hwhitten@selectstrat.com
Website: selectstrat.com
Key Executives: Hunter Whitten, EVP Real Estate; Mary Lou Davis, EVP Property
Management; Brian Jones, EVP Leasing
Services Provided: Property & asset management, leasing, NNN & commercial
development, tenant representation, consulting, acquisitions, due diligence and redevelopment.
Description: A full service real estate firm, Select Strategies specializes in third party
management, leasing and development. Select’s primary focus is retail assets including strip centers, regional power centers, lifestyle centers, malls and mixed use.
Select has assembled a team of real estate professionals with an average of over 20
years experience in the industry. Select offers senior level management and leasing
for our client’s assets. Select manages with the powerful experience of a national
firm with the attention to detail of a specialty firm.
Major Clients: Select Strategies serves a existing client base that encompasses
REO, receivers, hedge funds, REITs, investment trust and individual investors.
Service Territory: Southeast, Midwest, Southwest, West
COMMERCIAL REAL ESTATE BROKERAGE/SERVICE PROVIDER
CASSIDY TURLEY
7700 Forsyth Boulevard
Suite 900
St. Louis, MO 63105
P: (317) 639-0415 • F: (317) 639-0504
Website: www.cassidyturley.com
Key Executives: Mark Burkhart, CEO; Dean Mueller, President, Investor Services; Tim
Michel, Senior Managing Director
Services Provided: capital markets, property management, project leasing, project
and development services, tenant representation, corporate services
Description: Cassidy Turley is a leading commercial real estate services provider
with professionals that offer decades of successful hands-on problem solving to
stabilize, improve and maximize the potential of distressed properties. Nationally, the
firm manages 455 million SF of many asset classes and closed $22 billion in transactions, including $10.3 billion in capital markets transactions, in 2011 alone. From
property valuation to asset disposition, construction management or property management, we are committed to creating integrated, tailored solutions that provide
maximum, measurable outcomes.
Major Clients: Bank of America, Berkadia, C-III Capital Partners, Situs, US Bank, C W
Capital, LNR, ORIX, Midland, Wells Fargo, Torchlight Investors
Service Territory: Northeast, Southeast, Midwest, Southwest, West
62 REAL ESTATE FORUM APRIL 2012
SPECIAL ADVERTISING SECTION
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