David Harelick Email & Phone Number

Boston, Ma, Us

Health Office Trust (TM) is an investment program to purchase and lease back small medical offices (including dental and physician offices and other health related real estate). We offer tenants the ability to secure the right to their strategic real estate with lease terms of 10-20 years plus renewals along with significant flexibility on alterations and other key terms. Such leases provide investors with superior risk-adjusted returns and inflation hedging. We recently closed our first acquisition in Hyannis, MA. Health Office Trust is a trade mark of Health Office Management, LLC. Health Office Management also provides fractional CFO/COO services, real estate brokerage and other services to healthcare related clients.

The Center for Advanced Periodontics & Implant Dentistry is a multi-location specialty dental organization focused on providing its patients with a premier level of care.

West Wareham, Massachusetts, Us

Virfex is a U.S. based sports technology and body armor manufacturer.

Boston, Ma, Us

Mr. Harelick is a Director, the Assistant Vice President, Real Estate Chair and the longest serving (8-term) past President of MIT Sloan's largest alumni club. He led an organization of over 50 staff & volunteers overseeing approximately 25 events per year totaling over 2,000 attendees including the MIT CFO Summit (www.mitcfo.com) and the MIT CIO Symposium (www.mitcio.com) along with networking, career, and educational events.Member of the Board of Directors: 2005 - presentPresident: 2008 - 2016Secretary / Clerk: 2017 - 2023Assistant Vice President: 2023 - present

• Advised a Boston area family office on real estate acquisition strategy and evaluated brownfield industrial, hotel and solar energy acquisition opportunities• Brokered the sale of a marina on Boston Harbor• Assisted a family office evaluate a 2 million square foot retail portfolio in New York City• Assisting SMBs prepare for COVID-era federal stimulus loans and grants• Assisted a global software as a service (SAAS) company with finance, planning & analysis (FP&A)

Brookline, Massachusetts, Us

Advised Gulf Investment House (KSE: GIH) on its US alternative investments portfolio. GIH has invested over $200 million of equity in the US market acquiring a packaging company, an ambulance manufacturer and approximately $500 million of real estate. Innovest's real estate portfolio has included medical office, limited service hotel, apartment, condominium and retail properties. GIH is a listed company based in Kuwait City that primarily invests within the Gulf Cooperation Council states (including Kuwait, Oman, UAE, Bahrain, and Saudia Arabia) and the USA. Related Roles:- Vice President of TransOcean Group, Ltd. (2013-2016): a Cayman Island based advisor to GIH on private equity investments - Vice President of TransOcean Capital, Inc. (2013-2016): a Boston based advisor to GIH on private equity investments - Vice President of Package Acquisitions Corp. (2013-2015): the former owner of Stronghaven, Inc.- Vice President and Trustee of the Gateway at Riverwalk Condominium Association, Inc. (2014-2018)As the leader of Innovest Capital, Mr. Harelick engaged in real estate portfolio management (portfolio manager), asset management (asset manager), operations management (COO) and property management (property manager). He was the regional head of North America.

Kuala Lumpur, My

Mr. Harelick led sales and operations in the USA for Lion&Lion, a global digital marketing agency.

Mr. Harelick formed Acqumen in 1998 to advise emerging companies. Through Acqumen, Mr. Harelick has consulted to firms in the Education, Real Estate, Medical and Technology industries. Acqumen also owns FreeTravelGenius.com and USACupom.com.br (see projects below).

Us

Mr. Harelick was responsible for business, product and strategic development and co-managed key firm operations. He oversaw the firm's transaction structuring, credit analysis (acting "Chief Credit Officer"), lender management and analyst/associate programs. Mr. Harelick was known for his creativity in solving a client's problems and overcoming obstacles to get a transaction closed. He also was deeply involved in the firm's marketing strategy, online presence and portfolio management.CRIC is a private fund investing in single-tenant net leased real estate. CRIC purchases office, industrial and medical buildings along portfolios of retail (including restaurant, convenience store and other) properties leased to a single corporate tenant. Preferred transaction size ranges from $25 million to $750 million.

Boston, Ma, Us

f/k/a Lend Lease Real Estate Investments, Boston FinancialMr. Harelick specialized in transaction execution as an intermediary putting together equity and debt financing for real estate development. Mr. Harelick was also responsible for managing the group's analyst program and co-launched the firm's market-rate asset management team.

f/k/a Wasserstein Perella & Co.Focused on mergers & acquisitions of financial institutions along with private equity & restructuring of industrial & chemical companiesMajor transactions included: - Swiss Bank merger with Union Bank of Switzerland - Dean Witter merger with Morgan Stanley - Pitney Bowes $1 billion lease transfer to GATX

Mba, Mba

B.S., Industrial Relations

Education record