Joe Callan Email & Phone Number

San Clemente, Ca

CareTrust REIT, Inc. is a self-administered, publicly-traded real estate investment trust engaged in the ownership, acquisition, development and leasing of skilled nursing, seniors housing and other healthcare-related properties. With 200+ net-leased healthcare properties in 25 states, CareTrust REIT is pursuing opportunities nationwide to acquire additional properties that will be leased to a diverse group of local, regional and national seniors housing operators, healthcare services providers and other healthcare-related businesses.• Closed 76 acquisitions with a total investment of $2 billion that consisted of 200+ properties in 25 states with 17,500+ beds/units.

Irvine, Ca

The Bascom Group, LLC is a private equity firm specializing in multifamily, commercial, non-performing loans, and real estate related investments and operating companies. Bascom sources value-add and distressed properties through foreclosure, bankruptcy, or short sales, and repositions them by adding extensive capital improvements, improving revenue, and reducing expenses using institutional-quality property management.• Closed five acquisitions that consisted of more than 1,100 units with a combined value in excess of $110 million. Directly involved in the disposition of four properties with proceeds exceeding $70 million.• Underwrote $2.0 billion of multifamily assets comprised of 15,000 units located in CA, NV, OR, WA, CO, TX, TN, CT, and GA. Produced 26 letters of intent that resulted in 10 best and final offers and seven executed purchase and sale agreements. • Conducted due diligence and transaction execution functions, created investment packages for debt and equity partners, processed draw requests with lenders, generated renovation budgets, produced transition memorandums, and composed press releases.

San Diego, Ca

Completed commercial and multifamily appraisals for financing, acquisition/disposition, trust and estate planning, litigation, financial reporting, and tax assessment purposes.• Worked with a team valuing a portfolio of 39 community and neighborhood grocery anchored shopping centers located throughout the country with an estimated value exceeding $1.2 billion.• Notable debt clients included JPMorgan Chase, Wells Fargo, John Hancock Life Insurance Company, American National Life Insurance Company, BBVA Compass, NorthMarq Capital, and RaboBank. Notable non-lender clients included CalPERS, Southland Corporation, Regency Centers, Alexandria Real Estate Equities, and the Department of Veteran Affairs (VA).

Irvine, Ca

Completed commercial and multifamily appraisals primarily for trust and estate planning purposes for clients with estates exceeding $20 million. • Worked collaboratively with a team valuing a portfolio of properties located in Orange County that consisted of a regional mall, neighborhood shopping centers, office and industrial buildings, and vacant land with an estimated value exceeding $2.0 billion. • Valued a portfolio of six industrial properties in Orange County consisting of 960,000 square feet with an estimated value of approximately $100 million.• Valued a portfolio of 52 apartment complexes in Orange County consisting of more than 8,000 units with an estimated value exceeding $1.3 billion.