Commercial real estate advisory services

Memphis, Tennessee 2000 – PresentORA is provides real estate advisory and CRE due diligence services to the commercial real estate industry, including new loan underwriting, lease abstracting, assumption review, B-piece underwriting, document review, portfolio analysis, workouts and site inspections.In addition, ORA provides market-driven commercial real estate advisory services, including: 1) demographic/socioeconomic and quantitative supply/demand market analysis by property type, 2) commercial real estate feasibility analysis, 3) strategic advisory for disposition, re-use or determination of alternative use for undeveloped land and under-performing commercial real estate, and 4) property valuation. Have direct experience with land use planning, re-positioning of real estate, and determination of highest and best use. Market studies are both quantitative and qualitative, and address inventory, absorption, occupancy, concessions and the potential impact of future public/private development plans among other important measures of market dynamics. Levels of advisory service may vary from a general overview to full narrative reports, depending on the need of the client. For inquiries on other services related to the commercial real estate industry, please call or email.

Memphis, Tennessee; One of four initial members of the Corporate Finance Group, hired externally by First Tennessee to develop and promote advanced competitive capital market products for system-wide use by bank relationship managers. Responsible for development of commercial real estate capital markets products to balance standard short-term bank financing.

Investment officer and shareholder of this $ 2 billion privately held financial services company based in Memphis. Responsible for: 1) direct investment of corporate premium revenue in commercial mortgage loans and, 2) maintaining the quality and performance of this portion of the investment portfolio according to Investment Committee criteria., Personally responsible for an annual investment allocation ranging from $50 - $70 million. In addition, responsible for oversight of approximately $250 million in commercial mortgage loans held on the balance sheet for investment. Managed an in-house staff of six personnel and reported directly to the Chief Investment Officer. Achieved and/or exceeded investment objectives each year and maintained a quality mortgage portfolio that consistently out-performed its industry peers. Delta Life was sold to AmerUs Life Holdings in December of 1997 for $185 million.