UNITED TRUST FUND
2 Alhambra Plaza, Suite 1240
Coral Gables, FL 33134
P: (305) 358-7711
F: (305) 358-4002
Key Executives: Fred Berliner, President; James Nolan, Executive Vice President;
Buzz Sampson, Vice President; Paul Domb, Vice President; John Oks, Vice President;
Description: United Trust Fund was founded in 1972 and is the oldest firm, specializing solely in sale leasebacks of corporate real estate. U TF purchases all property
types under long term triple net leases.
Major Clients: Mercy Healthcare; Boise Cascade; Southwest Energy, Bank of America, Cracker Barrel, Old National Bank, DPR Inc. to name a few.
Service Territory: Northeast, Southeast, Midwest, Southwest, West
BOCK & CLARK
3550 W. Market Street, Suite 200
Akron, OH 44333
Key Executives: Jeffrey Echko, President & CEO; Scott Scibetta, CFO & COO;
James Brown, Director, Sales and Marketing
Services Provided: ALTA Surveys, Phase I and Phase II ESAs, Property Condition
Assessments, Zoning Reports
Company Description: Bock & Clark is a leading national commercial real estate
due diligence company specializing in ALTA Surveys, Zoning Reports, Phase I
ESAs and Property Condition Assessments. Established in 1973, Bock & Clark takes
pride in delivering quality products in a standardized, easy to use format. Bock &
Clark achieves quality control through the use of its own licensed staff along with a
national network of qualified professionals experienced in commercial due diligence.
Our quoting process allows for competitive pricing and turnaround times. We service
all 50 states as well as parts of Canada.
Service Territory: Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, West
DUE DILIGENCE FIRMS
MERIDIAN CAPITAL GROUP, LLC
1 Battery Park Plaza, 26th Floor
New York, NY 10004
P: (212) 972-3600 • F: (212) 612-0100
Key Executives: Ralph Herzka, Chairman and Chief Executive Officer; Aaron Birn-baum, Executive Vice President; Avi Weinstock, Executive Vice President
Services Provided: Fixed and floating-rate financing, mezzanine financing, bridge financing, construction financing & equity capital markets services throughout the US
Description: Founded in 1991, Meridian Capital Group is America’s most active debt
broker and one of the nation’s leading commercial real estate finance advisory firms.
In 2015, Meridian closed 3,900 loans totaling more than $35 billion in transaction
volume with 210 unique lenders, equating to $135 million per business day. Meridian arranges financing for a broad array of property types including office, retail,
multifamily, hotel, mixed-use, industrial, healthcare, student housing and self-storage
properties. Meridian is headquartered in New York City with offices in New Jersey,
Maryland, Illinois, Florida and California.
Major Clients: Meridian has earned the confidence and trust as an advisor to many
of the world’s most sophisticated real estate firms.
Service Territory: National
CUSHMAN & WAKEFIELD
77 West Wacker Drive 18th Floor
Chicago, IL 60601
P: + 1 312 424 8000 • F: + 1 312 424 8080
Key Executives: Brett White, Chairman & CEO; Tod Lickerman, Chief Executive of the
Americas; Joe Stettinius, Chief Executive, Americas Brokerage and Capital Markets
Services Provided: agency leasing, asset svcs, cap mkts, facility svcs (C&W Services), global occupier svcs, investment mgmt (DTZ Investors), proj/development
svcs, tenant rep, valuation & advisory
Company Description: Cushman & Wakefield is a leading global real estate services firm that helps clients transform the way people work, shop, and live. Our
43,000 employees in more than 60 countries help investors and occupiers optimize
the value of their real estate by combining our global perspective and deep local
knowledge with an impressive platform of real estate solutions.
Major Clients: Cushman & Wakefield represents a broad range of clients, from small
businesses to the Fortune 500, from local nonprofits to global institutions.
Service Territory: Global
FULL SERVICE REAL ESTATE COMPANIES
PREMIER DESIGN +
BUILD GROUP, LLC
1000 W Irving Park Rd, Ste 200
Itasca, IL 60143
P: (847) 297-4200
Website: www. pdbgroup.com
Key Executive: Alan Zocher, President; Brian Paul, Executive Vice President; Alec
Zocher, Executive Vice President
Services Provided: Design + Build Services for Industrial, Commercial, Medical and
Adaptive Re-Use Markets.
Company Description: PREMIER Design + Build Group, LLC is your full-service design
+ build firm specializing in industrial, medical, commercial and adaptive re-use projects. PREMIER handles small tenant improvements to large-scale new construction
developments and provides due diligence, full construction and out-sourced design
services. PREMIER has completed LEED Gold and Silver projects, and is a member of
the U. S. Green Building Council.
Major Clients: Bridge Development Partners, LLC, HSA Commercial Real Estate,
HSA|PrimeCare, University of Chicago, CenterPoint Properties, ECHO Incorporated
Service Territory: Midwest, Northeast, Southeast, Southwest
CONSTRUCTION & FINANCING
One Towne Square #1600
Southfield, MI 48076
P: (248) 827-1700
Key Executive: Dale Watchowski, President, CEO & COO; Ken Till, SVP, Development
Services Provided: REDICO’s expertise includes real estate development, asset
management, property management, investment, design, facility services and expert
Description: REDICO has been a national leader in real estate development, investment and management for nearly five decades. Powered by an innovative and
ambitious approach to diversification, REDICO serves all asset classes, including
mixed-use, office, retail, senior housing, entertainment venues and medical office.
Service Territory: Midwest, Florida