2101 L St. NW, Suite 700
Washington, DC 20037
P: (202) 463-2100 • F: (202) 223-2989
Key Executives: Wally Pinkard, Chairman; Joseph Stettinius, CEO; Michael Kamm,
President; Dean Mueller, President, Investor Services; Marla Maloney, Executive
Services Provided: Property Management, Capital Markets, Tenant Representation,
Corporate Services, Project Leasing, Project & Development Services and Research
Company Description: Cassidy Turley is a leading, full-service commercial real estate
services provider with 4,000 professionals in more than 60 offices nationwide. With
headquarters in Washington, DC, the company represents a wide range of clients—
from small businesses to Fortune 500 companies, from local non-profits to major
institutions. The firm completed transactions valued at $25.8 billion in 2013, manages
approximately 400 million square feet on behalf of institutional, corporate and private
clients and supports more than 24,000 domestic corporate services locations.
Major Clients: Cassidy Turley serves a wide range of clients —from small businesses to Fortune 500 companies, from local non-profits to major institutions.
Service Territory: Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, West,
LONE OAK FUND, LLC
11611 San Vicente Blvd. #640
Los Angeles, CA 90049
P: (310) 826-2888 • F: (310) 820-9145
Key Executives: Alexa Mizrahi, Loan Origination
Services Provided: Makes 1st TD bridge loans from $250K-$20MM at 7.99% - 9.99%
interest-only on Retail, Office, Industrial, Vacant Buildings, Entitled Land, Multifamily,
Hotels, Non-Owner Occupied Residential; Foreign Nat’l. Program; Revolving Line of
Credit. BROKERS ARE PRO TEC TED.
Company Description: Lone Oak Fund, LLC is a Direct Portfolio Lender supported by
the financial strength of over 800 Members, including high-net-worth individuals,
institutions, and pension funds. Founded in 2003 by experienced real estate developers, Lone Oak Fund has become one of the largest private bridge lenders in California, lending on commercial and NOO residential properties throughout the state.
Major Clients: Mortgage Brokers, Commercial R.E. Brokers, Bankers, R. E. Investors,
Service Territory: California
BANKER/LENDER/FINANCIAL SERVICES FULL SERVICE REAL ESTATE COMPANIES
FORESITE REALTY PARTNERS AND AFFILIATES
5600 North River Road, Suite 925
Rosemont, Illinois 60018
P: (847) 939.6010 • F: (847) 939.6029
Email: firstname.lastname@example.org • Website: www.foresiterealty.com
Key Executivies: Donald Shapiro-President/CEO; Greg Nieder-Principal;
Services Provided: Asset/Property Management, Disposition/Acquisition/Valuation,
Landlord Leasing, Tenant/Buyer Brokerage, Receiverships/Bankruptcies (
state/fed-eral) and Construction Supervision.
Description: Foresite has successfully created a strategic platform that merges
entrepreneurial and institutional experiences over the last 30 years to effectively &
efficiently respond to today’s real estate market. We use multi-disciplinary
applications to create value at each stage of a property’s life cycle including: Office/
Medical, Retail, Multi-Family/Residential, Industrial/Flex, Student Housing, MHC,
Recreational, land & special use. 9.3MM+ sf of commercial space & 8,000 units/beds/
pads under management/leasing/sale.
Major Clients: LNR, C-III, C WCapital, Midland, KeyCorp, Bank of America, PNC,
Wells Fargo, Mission Peak, Sabal, Situs, Ocwen, Trimont, Fannie Mae, First City and
Service Territory: Expanded Midwest, East, Southeast & Southwest
FULL SERVICE REAL ESTATE COMPANIEFS
MARSHALL HOTELS AND RESORTS, INC.
1315 South Division St.
Salisbury, MD 21804
P: (410) 749-8464
F: (410) 749-0679
Email: email@example.com • Website: marshallhotels.com
Key Executives: Mike Marshall, President & CEO; Mike Getzey, COO; Dave Harvill,
EVP Accounting Services, Scott McMahon, EVP of Development
Services Provided: Revenue Management, Accounting Services, Sales and Marketing, Human Resources, Procurement, Capital Improvement Projects and Asset
Description: Founded in 1980, Marshall Hotels & Resorts, Inc. successfully manages
hotels for ownership groups in the Eastern U. S. Cultivating strong owner relationships while striving for excellence is our essence. We can identify the needs of individual hotels, apply a diverse set of tools to effectively manage and direct profitable
operations. We provide short and long-term plans to achieve the objectives of each
partner group. Our systems are designed to work with full, limited, select-service
hotels of national brands and independent hotels.
Major Clients: Owners of independent and Franchised brands that includes Hilton,
Starwood, Marriott, Choice, Wyndham, IHG and Carlson.
Service Territory: Northeast, Southeast, Midwest
NAI NORRIS, BEGGS & SIMPSON
121 S W Morrison Street, Suite 200
Portland, OR 97204
P: (503) 223-7181
F: (503) 273-0256
Key Executives: Chris Johnson, President; Roger Qualman, COO; Jan Robertson, CEO
Services Provided: Full-service commercial real estate company providing property
and asset management, brokerage, special asset services, financing and loan servicing.
Company Description: NAI Norris, Beggs & Simpson knows that professional property management is critical to ensuring the longevity and vitality of your commercial
real estate investment. Our team provides active management to preserve and enhance the value of the real estate assets we manage. Our current portfolio of 10 million square feet and 1300 residential units, valued at more than $1 billion, is proof of
our clients’ confidence in our team. NAI Norris, Beggs & Simpson, founded in 1932, is
aligned with NAI Global, a managed network of more than 350 independent firms in
more than 55 countries worldwide.
Service Territory: West
HOTEL MANAGEMENT FULL SERVICE REAL ESTATE COMPANIES
CUSHMAN & WAKEFIELD, INC.
1290 Avenue of the Americas
New York, NY 10104
P: (212) 841-7500
Key Executives: Edward C. Forst, President & CEO; James M. Underhill, CEO
Americas; John C. Santora, President & CEO Corporate Occupier & Investor
Services; John D. Busi, EVP Global Head of Valuation & Advisory
Services Provided: Leasing, Capital Markets, Corporate Occupier & Investor
Services, Consulting Services, Valuation & Advisory, and Research.
Description: Founded in 1917, Cushman & Wakefield is a premier provider of
commercial real estate services with approximately 250 offices in 60 countries and
more than 16,000 employees. Aligning real estate strategies to our clients’ overall
business priorities, we offer a fully integrated platform of services within five primary
disciplines: Leasing, Capital Markets, Corporate Occupier and Investor Services,
Consulting Services, and Valuation & Advisory Services. A recognized leader in
corporate outsourcing, we currently manage properties and portfolios totaling more
than 1. 2 billion square feet worldwide.
Major Clients: Cushman & Wakefield represents a diverse customer base ranging
from owners/occupiers of single assets to many of the world’s largest corporations.
Service Territory: Global
FULL SERVICE REAL ESTATE COMPANIES