Bruce Stein Email & Phone Number

Agoura Hills, California, Us

Bruce acts in an advisory capacity to the City Council on land-use matters and investigates and recommends means to implement the City's General Plan to help ensure the orderly physical growth of the City.

Agoura Hills, California, Us

Real Property Partners (RPP) operates as a boutique real estate investment firm, specializing in assisting investors with defining investment objectives, raising capital, obtaining debt, and structuring partnerships. As a real estate wealth advisor, my role extends beyond mere recommendations. I guide investors in making informed decisions regarding buying, selling, financing, or holding real estate. My primary objective is to enhance their cash flow by optimizing their real estate portfolios. Here’s how I contribute:1. Strategic Planning: I collaborate with clients to develop comprehensive business and management plans. These plans encompass the entire property life cycle, including acquisition, disposition, day-to-day operations, capital needs, refinancing, repositioning, valuation, and market conditions.2. Creative Problem Solving: I approach real estate challenges with practical and workable solutions. By deeply understanding my clients’ business and operations, I tailor strategies to their unique needs. Balancing big-picture considerations with deal-specific details, I prioritize client concerns while maintaining my role as an advisor.3. Key Accomplishments:o Loan Restructuring and Workouts: I’ve provided valuable consulting services to owners, negotiating restructured loans and exploring hold-sell-recapitalize alternatives.o Complex Condo Sale: Represented the owner in the sale of 30 condos within a fractured development, facilitating a conversion back to apartments.o Historic Office Building Sale: Represented three Tenants in Common with conflicting value assessments in selling an historic office building for $10 million.o Mixed-Use Property Sale: Represented an LLC in the sale of a mixed-use property for $11 million, navigating City authorization for the Buyer to assume Seller’s rights.My commitment lies in delivering results, leveraging my expertise across various real estate sectors. Let’s continue to navigate this dynamic landscape together!

Agoura Hills, Us

As Senior Vice President, my responsibilities encompassed the strategic management of sourcing and securing new lending opportunities. I specialized in originating high-quality debt investments. My focus extended to ensuring the efficiency and integrity of all transactional processes, spanning underwriting, due diligence, closing, and servicing. Here are the key functions I performed as part of loan origination:1. Investment Committee Presentations:o I delivered compelling presentations to the investment committee, articulating the merits of proposed debt investments.o My goal was to secure buy-in and alignment with our strategic objectives.2. Debt Structuring and Pricing Strategy:o I meticulously structured debt deals, considering risk, return, and market conditions.o My pricing strategies aimed to optimize returns while maintaining competitive rates.3. Negotiations:o I engaged in negotiations with borrowers, ensuring favorable terms for both parties.o My approach balanced assertiveness with collaboration.4. Due Diligence Review:o I conducted thorough due diligence on potential investments.o This involved assessing financials, collateral, market trends, and risk factors.My commitment to excellence drove successful outcomes, benefiting both our organization and our clients.

Sherman Oaks, California, Us

Throughout my experience, I’ve played a pivotal role in streamlining business loan originations on behalf of Goldman Sachs Bank. My collaborative efforts spanned Sales, Underwriting, and Operations, where I conducted detailed loan analysis, structuring, and pricing. Here are some key accomplishments:1. Loan Submissions Evaluation:o I meticulously reviewed loan submissions from loan officers.o Based on my assessment, I determined initial authorization to issue Preliminary Letters of Intent.o In cases requiring further scrutiny, I escalated matters to Credit Risk Management or the Credit Committee for secondary review.2. Navigating Complex Construction Projects:o Amidst the challenges posed by Covid-19, I developed strategic recommendations for recapitalizing construction projects.o My focus was on addressing overruns and delays.o I identified ways to infuse additional equity from sponsors and rewrote loan terms accordingly.3. Meeting Tight Deadlines:o I consistently delivered results within tight timeframes for loan renewals and sponsor renewals.o My commitment to efficiency ensured smooth operations.4. Efficiency Enhancement:o I contributed to maximizing the efficiency of the leading provider in residential bridge financing, fix & flip projects, new construction, and rental holdings.My approach combines analytical rigor with a keen understanding of the real estate landscape. Let’s continue to create value together!

Agoura Hills, Us

During my tenure at Partners Capital Solutions, I held a pivotal role in sourcing and securing new lending opportunities. My primary focus was on originating high-quality debt investments. Throughout this process, I maintained a steadfast commitment to efficiency and integrity across all transactional phases, including underwriting, due diligence, closing, and servicing. Here are the key functions I performed as part of loan origination:1. Investment Committee Presentations:o I delivered compelling presentations to the investment committee, advocating for proposed debt investments.o My goal was to secure alignment with our strategic objectives.2. Debt Structuring and Pricing Strategy:o I meticulously structured debt deals, considering risk, return, and market conditions.o My pricing strategies aimed to optimize returns while maintaining competitive rates.3. Negotiations:o I engaged in negotiations with borrowers, ensuring favorable terms for both parties.o My approach balanced assertiveness with collaboration.4. Due Diligence Review:o I conducted thorough due diligence on potential investments.o This involved assessing financials, collateral, market trends, and risk factors.My commitment to excellence drove successful outcomes, benefiting both our organization and our clients.

Four Leaf Hospitality (“FLH”) operated as an investment vehicle with a strategic focus on specific types of hotels. These included well-located limited service, select service, and extended-stay hotels that were experiencing financial distress. The goal was to reposition these properties strategically, capitalizing on the market’s recovery. Additionally, FLH played a crucial role in providing preferred equity to owners. This funding served two primary purposes:1. Capital Improvements: Owners could access funds to enhance their properties through necessary capital improvements.2. Loan Restructuring: FLH facilitated loan restructuring for owners facing financial challenges.In summary, FLH navigated the real estate landscape, identifying distressed hotel assets and leveraging strategic repositioning to create value.

Shamrock was a major fund manager with approximately $2 billion of investor commitments spread among five different investment fund disciplines. Shamrock was the private investment vehicle of the Roy E. Disney Family. Key responsibilities included:1. Investor Commitments and Fund Management:o As Managing Director, I spearheaded portfolio construction, investment management, audits, valuations, client relations, marketing, and communication.o My leadership extended to three funds: Value-Added Hotel Fund: Leveraged investments in institutional-quality real estate, totaling $100 million. Genesis Real Estate Fund II: Provided preferred equity and mezzanine financing to developers, with a fund size of $100 million. Genesis Real Estate Fund: Also offered preferred equity and mezzanine financing to developers, with a fund size of $85 million.2. Capital Raising and Strategic Planning:o I effectively raised capital for real estate funds, engaging with key investors.o My expertise in conceptualizing funding strategies, defining terms in Private Placement Memorandums, and creating investor presentations was instrumental.3. Troubled Loans and Financial Management:o Demonstrated a deep understanding of analyzing troubled loans.o Successfully resolved issues through rehabilitation, exit, or liquidation, negotiating over $50 million in troubled loans.o My financial management skills encompassed short and long-range business plans, annual budgets, and regular reporting.4. Hotel Acquisitions and Renovations:o Acquired seven hotels (totaling 1,810 rooms) within two years, with a combined acquisition cost of $235 million.o I oversaw $34 million in brand renovations, ensuring optimal property performance.5. Non-Core Real Estate Holdings Sale:o I successfully sold all non-core real estate holdings, including the iconic Bradbury Building, and Shamrock's corporate office.My multifaceted expertise and strategic vision significantly impacted Shamrock’s success.

ALH was a major investment on behalf of Shamrock Holdings of California. ALH was a leading builder of entry level and move-up homes in the Southeastern United States. ALH annually delivered more than 1,300 homes and generated $187M in revenue and $19M in EBITDA per year.I managed a team of direct reports that included 3 division presidents. Led financing, quarterly and annual budgeting, and lot acquisitions. Some key accomplishments are the following:1. Lot Acquisitions:o I oversaw the acquisition of over 5,000 lots.o My strategic approach allowed ALH to secure premium lot positions, even against larger regional and national homebuilders.o By the time of sale, the company boasted an impressive portfolio of more than 8,000 lots.2. Financial Leadership:o Despite challenges stemming from poor performance in company divisions, I successfully secured more than $125 million in financing annually.o My financial acumen played a crucial role in sustaining operations.3. Homebuilding Division Sales:o I managed the sale of three homebuilding divisions.o My leadership ensured a smooth transition during this critical phase.My ability to navigate complex real estate dynamics significantly impacted ALH’s successful exit to regional homebuilders.

Orchestrated the development, financing, leasing, management and disposition of the company’s real estate portfolio. Key accomplishments included:1. Lease Negotiations:o I skillfully negotiated leases, totaling over 1.5 million square feet.o These agreements played a crucial role in optimizing property performance.2. Construction Loans:o My expertise extended to negotiating construction loans, totaling over $145 million.o These funds facilitated property development and enhancements.3. Project Leadership:o I directed the entire life cycle of three significant projects: Manhattan Beach Studios: A cutting-edge motion picture and television studio featuring 14 state-of-the-art soundstages and 300,000 square feet of production and office space. The investment in this project generated a 1.5x return and an impressive 14% IRR. West Hills Corporate Village: A 590,000 square foot, first-class multi-tenant corporate office park, housing Fortune 500 tenants. The investment here yielded a greater than 2X return and a remarkable 29% IRR. Toscana Village: A 480-unit, adult-active, single-family residential community. The investment in Toscana Village delivered a greater than 2.5X return and an outstanding 40% IRR.My strategic leadership and financial acumen significantly impacted these projects’ success.

Primary responsibility was amending the Development Agreement with the City of San Diego and overseeing the $10MM restoration of the San Diego Train Depot in partnership with the City of San Diego, Intermodal Surface Transportation Efficiency Act, Santa Fe Railways, AMTRAK, California Transportation Commission and San Diego County Metropolitan Transit Development Board.

Vice President of The Forecast Group, one of the country’s largest residential home-builders and diversified real estate companies.

Master Of Arts, Human Factors Pyschology

Bachelor Of Arts, Philosophy