Patrick Mcclanahan Email & Phone Number

Winter Park, Fl, Us

Winter Park, Florida, United States

• Perform appraisals/valuation services on a wide variety of commercial real estate properties including market-rate and LIHTC/Section 8 multifamily apartments, industrial parks, multitenant professional and medical office buildings, retail plazas, proposed single-family home subdivisions, self-storage facilities, and multiple other property types including portfolio appraisals• Analyze and review purchase and sale agreements, lease agreements, title policies, deed restrictions, easements… Show more • Perform appraisals/valuation services on a wide variety of commercial real estate properties including market-rate and LIHTC/Section 8 multifamily apartments, industrial parks, multitenant professional and medical office buildings, retail plazas, proposed single-family home subdivisions, self-storage facilities, and multiple other property types including portfolio appraisals• Analyze and review purchase and sale agreements, lease agreements, title policies, deed restrictions, easements, operating statements, rent rolls, tax laws, zoning laws, and Florida Housing Finance Corporation Land Use Restriction Agreements (LURA)• Perform detailed property inspections, market analyses, highest and best use analyses, interview market participants/brokers, as well as research, collect, and analyze construction cost comparables, comparable sales and rent data, operating expense comparables, market discount rates, capitalization rates, and national investor surveys• Coordinate with clients (primarily Chase Bank, Wells Fargo, SunTrust/Truist Bank, and Regions Bank), property managers, commercial brokers, property contacts, and buyers/sellers to ensure appraisal reports are accurate and delivered prior to their respective deadlines Show less

Orlando, Florida Area

• Presented complex alternative investments to financial advisors and their clients in order to raise capital for non-traded securities, including CNL’s multifamily and healthcare-focused real estate investment trusts (REITs) and Private Placements, and CNL/KKR’s private-debt-focused business development companies (BDCs)• Grew CNL’s market share within my territory, taking my team from the 15th ranked to the 2nd ranked territory in terms of capital raised• Represented CNL at… Show more • Presented complex alternative investments to financial advisors and their clients in order to raise capital for non-traded securities, including CNL’s multifamily and healthcare-focused real estate investment trusts (REITs) and Private Placements, and CNL/KKR’s private-debt-focused business development companies (BDCs)• Grew CNL’s market share within my territory, taking my team from the 15th ranked to the 2nd ranked territory in terms of capital raised• Represented CNL at broker/dealer conferences and hosted client events in order to generate new clients and further develop existing relationships Show less

Orlando, Florida Area

• Primary contact for 30 independent wealth management firms with assets under management totaling $2.7 billion• Researched and responded to client issues relating to cost basis information, trust agreements, letters of authorization, powers of attorney, international accounts, and product knowledge support• Resolved complex situations and requests pertaining to research and correction for tax reporting issues, alternative investments, and asset transfers

Orlando, Florida Area

• Evaluated publicly traded small cap companies and developed equity research reports by researching and collecting market data, analyzing historical financial statements and developing projected financial models• Represented RedChip at the Nasdaq closing bell ceremony and MoneyShow conferences