Corporate Brochure

Seven Decades of Innovation & Expertise

An Award-Winning Reputation Over 70 Years in the Making

Beztak is an industry leader with an innovative and results-driven approach to real estate development, construction, investment and property management services.

With hands-on executives, a talented development and management team and cutting edge technology at our fingertips, Beztak creates and sustains long term value for investors and positive experiences for the residents who call our properties home. Whether we are developing luxury and LEED-certified residential communities, building a suburban retail center or breathing new life into an underutilized urban space, we enthusiastically tackle every project with a focus on customer success and an exceptional attention to detail.

Beztak operates across the country with corporate offices in Farmington Hills, Michigan, Boca Raton, Florida, and Tucson, Arizona. Oakland Management Corp. corporate and regional teams are on-site at properties coast-to-coast.

Our Mission

By leveraging our more than 70 year history of designing, developing, and managing innovative real estate properties that outperform the market and exceed expectations, our mission is twofold: to create and sustain long term value and excellence in product quality, and to enrich the lives of those we serve by providing talented associates who are passionate about their professional commitment.

Our Core Values

Our core values guide every decision we make and cement our meaningful relationships with partners, residents and team members. These values focus our work on identifying and creating innovative experiences, impactful opportunities, and exceptional results.

EXCELLENT

We desire to excel by being innovative, responsive, and accountable. Realized to the fullest extent, these shared motives deliver the best possible results for all we serve.

ETHICAL

We are committed to making decisions that are ethical, prompt and as intelligent as possible; in such a way, we best serve our residents, clients and partners while preserving our place as leaders in the industry.

EFFECTIVE

With every endeavor we strive to improve, believing that time and circumstance generate opportunity and greater success.

Empowering Positive Outcomes for Investors

A Knowledgeable Partner

Beztak is a true partner as you navigate your next real estate investment. We bring decades of extensive market knowledge, a deep understanding of the high ROI neighborhoods and communities we serve and an ability to connect you with innovative and creative opportunities. From pursuing LEEDcertified communities to luxury senior living to grocery anchored shopping centers, we help partners diversify their portfolios and maximize the value of their investments. Plus, we know the success of an investment relies on its continued management, which is why we offer comprehensive, customizable property management for our clients.

How Beztak is Different

Working with Beztak is a seamless experience that brings investment expertise, market knowledge, design, construction, development and property management all under one roof. We manage the vendor relationships, the technology and the tools necessary.

One partner. One point of contact. We make the complex simple. And we deliver a stronger return on your investment.

WHAT WE OFFER:

• Performance and Operations

• Analytics

• Marketing

• Resident Retention

• Human Resources

• Asset Engineering

• Accounting

• Information Technology

• Risk Management

OUR RECIPE FOR SUCCESS Powering Better Experiences

Beztak has a reputation in the industry for implementing the most cutting-edge technologies, ideas and procedures to empower our team with everything necessary to provide the best possible experience for our clients and residents. Our property management team has invested in numerous tools to better conduct market research and competitive analytics as well as to improve efficiencies and provide greater and more timely access to real time operational data. We are proud to incorporate the following systems and technologies which have a proven track record of experience, quality and cost-savings.

Performance and Operations

Our Performance and Operations team provides national, regional and site-specific support to optimize property performance. The following vendors are instrumental to our efforts:

Yardi® Voyager

Yardi® Voyager platform provides 24/7 access to real-time property and accounting data. The system features a variety of specialized reporting, reforecasting and budgeting capabilities to help managers oversee their communities effectively. Through Yardi® Voyager, clients are provided realtime access to read all reports for full transparency and efficacy.

Yardi® Call Center

Yardi® Call Center which allows for 24-hour communication with prospects and includes an online chat feature.

Yardi® RENTmaximizer™

Yardi® RENTmaximizer™ helps clients drive revenue with clear, comprehensive metrics focusing on operational components including rental income, concessions, occupancy and rental rates. The system tracks rent movement and lets clients know their markets in real time, including how they compare with competing communities.

Yardi® PayScan

Yardi® PayScan streamlines the purchase order and invoicing process with efficient, online approval workflows. This system provides spending controls, while also ensuring interior and exterior specification consistency by limiting the items that a property is able to order based on a custom catalogue for each individual community. Yardi® PayScan ensures timely vendor payments, lowers costs, and offers full client transparency.

Performance and Operations

YES Energy

YES Energy provides energy management and utility metering and billing services.

Happy Co

Utilized for compliance and documentation, this realtime inspection software is used by the operations team and allows them the ability to inspect, manage and monitor an asset from anywhere in a manner that seamlessly integrates with our operating software.

Analytics

Popic & Habitat Specialty

Residents are auto-enrolled in our damage waiver and personal contents program for a monthly fee, unless they choose to purchase their own renter’s insurance.

Sherpa

Sherpa combines a unique methodology, CRM, training and analytical tools all designed for senior living sales. Sherpa promotes a culture of empathy and collaboration that’s proven to increase both sales effectiveness and resident satisfaction.

Analytics is an essential element to a successful digital marketing strategy. Analyzing data patterns and trends helps empower companies to reach their potential customers and targets them in the most efficient and effective ways.

CoStar Market Analytics

CoStar Market Analytics is the complete solution for Owners, Investors and Lenders, providing a 360° view of the commercial real estate market. Competitive properties, sale comps, lease comps, market trends, economic forecasting and more are provided.

Marketing

Beztak incorporates the following tools to help brand, promote and differentiate each asset in our portfolio.

RENTCafé

RENTCafé is a nationwide internet listing service (ILS) that enables renters to easily find apartments and houses for rent throughout the United States.

G5

G5 is the leader in multi-family website design and hosting. Our partnership with G5 enables us to obtain cutting-edge website design, aggressive search engine optimization, pay per click campaigns, constantly updated key word linking strategies and detailed website performance reports.

Updater

Updater is a moving application that allows our customers to streamline the process amongst service providers, retailers and businesses.

PERQ

PERQ is an Al-powered interactive sales experience incorporated into each property website that provides a more interactive experience for each customer.

Weblisters

Weblisters is a self-posting tool that allows apartment communities to advertise through classified sites, websites, social media, flyers, banners and more.

Engrain

Engrain is a real estate technology company, and works with leading developers in the multifamily, senior living, student housing, single family, and commercial markets. They offer innovative touchscreen, interactive mapping, and data visualization products that are changing the way that people search for and choose

their new home.

OneDay

OneDay builds personal connections through custom video stories.

Radix

Radix helps multifamily organizations drive topline revenue by equipping teams with the tools to gather reliable and insightful market data in real time.

ACE

ACE is an AI leasing assistant which captures and nurtures prospects from any communication channel (voice, chat, text) 24/7.

ActiveDEMAND

ActiveDEMAND enables marketers, agencies and businesses to supercharge their marketing efforts thru streamlines marketing automation, offering campaign management and attribution reporting while integrating with other sales tools.

Knock

Knock is an intuitive CRM platform for onsite leasing teams. Knock’s gamified experience drives prospect follow up, leases and renewals.

Matterport

Matterport is a service which creates virtual 3D tour videos to post to your website.

Respage

Respage AI-powered Chatbots use Natural Language Processing (NLP), which allows the conversation with a prospect to flow genuinely. The bot can learn from conversations and adapt future responses based on what it learns.

Rently

Rently offers a user-friendly app or website that will walk your prospects the set-up of a self-guided tour from beginning to end.

SmartRent

SmartRent empowers prospects to continue their search for a new home through a completely app-free, web based self-guided tour experience of a property without the restriction of office hours or staff resources.

Resident Retention

High lease renewal rates are the result of satisfied residents. In addition to providing exceptional service and accommodations, effective property management ensures residents are provided the ability to provide feedback about their experience. We employ the following programs to solicit information that helps owners secure long-term residents.

Community Rewards

Community Rewards (a Modern Message company) is a digital engagement platform for resident engagement that rewards residents for their survey participation, feedback, renewals, referrals and recommendations.

SoCi

SoCi is a full service online reputation and social media management solution. It is used to publish top-performing social content across multiple media platforms, coordinate brand-consistent responses to reviews and monitor competitive insights to enhance social reputation.

Kingsley

Kingsley implements strategic survey programs to understand residents’ needs and demands during key phases of the residents’ lifecycle. The information gathered allows us to derive clear action items to enhance our residents’ living experience.

Human Resources

Our Human Resources team supports one of the most critical aspects of any company’s success: attracting and retaining the best people. Our HR team members offer invaluable professional knowledge, as well as programs, services and information systems specifically tailored to the unique demands of property management.

Beztak University

Beztak University, provided by Yardi® Aspire, is an online learning tool used to educate employees on the platforms we use. Each employee uses Beztak University to take company-assigned, position-specific courses as well as trainings on compliance, safety and company-wide initiatives.

Paycor

Paycor functions as Beztak’s full-service HRIS system and streamlines aspects of the employment experience for associates and managers. This cloud-based system includes full-cycle recruiting and onboarding, performance development, time management and payroll functions.

Accounting

PayScale

PayScale is a compensation software and data company which empowers people and employers with fresh, transparent, and validated salary data, easy-to-use software, and services to get pay right under any market conditions.

Beztak’s Accounting team is comprised of accounting, compliance and internal audit experts. Our team of professionals and CPAs offer expertise in financial administration. Utilizing Yardi® property management software, our Accounting team is able to exchange information quickly and securely. On-going software training and Yardi® Help Desk is available to aid on-site property management staff with accounting activities.

Debt Logic and FCO

Our teams work best when they’re leasing apartments and servicing residents. As a company, we minimize bad debt for all of our clients by leveraging our size to negotiate the best rates with companies beating industry collection averages. The vendor partners integrate with our operating software, sometimes using predictive analytics and automated outreach to maximize recovery efforts through an intelligent data driven system.

BILT REWARDS

Bilt is a rental payment platform and loyalty program that rewards residents for rent. Through Bilt, residents earn high-value rewards that can be used across travel, shopping, fitness and housing while also receiving exclusive benefits like free rent reporting.

Asset Engineering

Our Asset Engineering team provides property renovation and asset repositioning services. Our in-depth experience with capital project management includes facility renovations/retrofits, process improvements, equipment installations and utility installations and modifications. The division also includes our Facility Directors who oversee maintenance operations on a regional level.

Information Technology

Our Information Technology team ensures clients can always access accurate and timely property and portfolio information, provides team members access to a custom property management application environment, and empowers residents with convenient and innovative services and solutions. Our IT team continually researches, develops and implements cutting-edge, scalable and flexible systems to meet the ever-changing demands of business to retain Beztak’s position as an industry leader.

Risk Management

Yardi® Help Desk

Yardi® Help Desk features experts in property site operations who offer real time assistance with questions, training or issues. By minimizing their attention to IT support, managers can focus on their core business.

Our Risk Management team ensures our clients’ physical and financial assets have adequate protection by monitoring compliance and maintaining proper audit controls. Our team defines areas of possible risk and administers programs to eliminate or minimize those risks, including the following services: incident report tracking, monitoring follow-up training and safety meetings, supporting property transitions, conducting unannounced internal audits and overseeing vendor insurance criteria.

Great Prairie Risk Management

This cost-free service houses all incident reports for the company and each community, with reporting provided as an efficient mechanism to review trends, volume of occurrences and potential liabilities.

RESIDENTIAL MANAGEMENT SERVICES

CLIENT REVIEWS

See why our clients are growing with us

BOB FABER, ASSET MANAGER

“After spending 6 months thoroughly researching management companies, it was obvious to us to select Oakland Management Corp. Within the first year, they improved marketing, accounting, site management and maintenance, collections and dramatically enhanced performance of the portfolio. Their expertise and integrity has been invaluable. The best real estate decision we have ever made was selecting Oakland Management Corp to manage our portfolio.”

GREG AND NICOLE SCOTT, DRIVE HOME CAPITAL

“After a months-long search for property management, we chose Oakland Management Corp to manage our portfolio of multifamily properties. We were impressed by their talented management team, cohesive infrastructure, and a corporate culture of high integrity. After three years working with Oakland Management Corp we are thrilled that we made that decision. Oakland Management Corp has been an excellent partner in helping us grow our business.”

ANDREW SHERMAN, SENIOR MANAGER ASSET & BUSINESS DEVELOPMENT

“We greatly value our relationship with Oakland Management Corp and the team of professionals supporting our properties. They provide valuable insight based on their vast experience and market knowledge. They are proactive in identifying opportunities and implementing solutions resulting in satisfied residents and high-performing assets.”

Award Winning

Oakland Management Corp is the proud recipient of two national awards for four consecutive years, earning our clients’ trust through dedication, innovation and performance.

PROFESSIONAL REFERENCES

CONTACTS

Let our references speak for us. A business can be measured by the success and happiness of their clients. Please feel free to contact the following individuals to learn about their experience with Oakland Management Corp.

PHILIP BRAUNSTEIN, WEXFORD REAL ESTATE INVESTORS LLC

Office: 561-273-8613

Cell: 917-608-0661

Email: pbraunstein@wexfordrei.com

ANDREW SHERMAN, THE PLATFORM

2937 E. Grand Boulevard, Detroit, Michigan 48202

Office: 313-446-8782

Cell: 248-318-2220

Email: asherman@theplatform.city

BEZTAK PARTNERS

Sam Beznos

CEO, PARTNER

DUTIES AND RESPONSIBILITIES

• In charge of all management, asset management and rehabilitation of existing apartment and retail portfolios throughout the country

• Oversees all new acquisitions and development opportunities for Beztak

KNOWLEDGE, SKILLS AND EXPERTISE

• Specializes in land development and property rezoning

• Strategic planning and risk evaluation

• Experienced in financial modeling and valuation analysis

EDUCATION

• Master of Science in Real Estate with Distinction, New York University

• Bachelor of Arts with Distinction, University of Michigan

QUALIFICATIONS/AWARDS

• Licensed Real Estate Broker: Michigan Mississippi Oklahoma South Carolina Tennessee

Alabama Arizona

Arkansas

District of Columbia

Florida

Georgia Illinois Indiana Kentucky

BEZTAK PARTNERS

Paola Luptak

PARTNER

DUTIES AND RESPONSIBILITIES

• Managing Partner of South Florida Division of Beztak Land Company

• Lead person for all new development activities and all acquisitions

• Negotiation and acquisition of land for new development, overseeing all municipal approvals leading to building permits, construction and final leasing and/or sale of projects

EDUCATION

• Bachelor of Arts, University of Michigan

• Juris Doctor, University of Detroit School of Law

• Master of Law, Real Property Development and Finance, University of Miami School of Law

QUALIFICATIONS/AWARDS

• Member of the Michigan and Florida Bar

• Active Partner in the Beztak Company

• Counsel to the law firm of Evans & Luptak, P.L.C

• Active in acquisitions and development in the southeast region

BEZTAK PARTNERS

Markus Jakobson

PARTNER

DUTIES AND RESPONSIBILITIES

• Oversees The Beztak Companies’ multi-family residential and commercial/retail portfolio, with emphasis on the southeastern market

• Actively involved in real estate development from acquisition, planning, development, through the construction, sales and management of the various projects

• Based in the companies’ South Florida office located in Boca Raton, Florida

KNOWLEDGE, SKILLS AND EXPERTISE

• Areas of expertise include corporations and all areas of commercial and residential land closings, including title insurance, financing issues and contract negotiations

EDUCATION

• Juris Doctor, University of Louisville

• Master of Law, Real Estate and Finance, University of Miami School of Law

QUALIFICATIONS/AWARDS

• The Journal of Law and Education, Editor, University School of Law

• Member of the Florida Bar Association

• Licensed Real Estate Person

• Fluent in Estonian

BEZTAK COMPANIES

Elizabeth Carlson McCririe CHIEF OPERATING OFFICER

DUTIES AND RESPONSIBILITIES

• Responsible for all residential and commercial operations and related support departments

• Direct oversight of all management company personnel

• Acquisitions and new business development

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 35 years of experience with direct oversight of over 100,000 units across the country in all markets and specializing in all areas of property management including condo management, senior living, class A, B and C urban and garden multi-family residential, office, commercial, corporate suites, parking garages, tax credit and affordable communities

• Directly involved in multiple lease ups, renovations and re-positions of over $2,000,000,000 in acquisitions

EDUCATION

• Bachelor of Arts, Western Michigan University

BEZTAK COMPANIES

Jonathan Wood

EXECUTIVE VICE PRESIDENT OF FINANCE

DUTIES AND RESPONSIBILITIES

• Responsible for raising internal or external equity and securing debt capital from public and private capital markets

• Manages acquisitions, dispositions, joint ventures and capitalization of the company’s real estate pursuits in conjunction with general counsel, outside lawyers, financial brokers, and third-party consultants

• Sets the company’s investment and capital structures, creates and recommends capital structures, equity promotes, waterfalls, cash flow projections and capital raises for the company and its real estate developments and investments

• Directs the financial planning and prioritization processes, communicating with company owners and executives on key financial metrics

• Performs and manages financial analysis, planning, budgeting, valuation and asset management of the company’s development pipeline and portfolio of assets

• Oversees all financial matters for the company, reporting directly to CEO and partners

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 25 years in real estate capital markets and development

• Equity and debt capitalization

• Multifamily, student housing and mixed-use

• Acquisitions, ground-up development, zoning/entitlements, design/development

• Private equity funds

EDUCATION

• Bachelor of Business Administration, Finance Michigan State University, East Lansing, MI

QUALIFICATIONS/AWARDS

• Urban Land Institute, Member

• National Multi Housing Council, Member

BEZTAK PROPERTIES

Erik Prater

GENERAL COUNSEL

DUTIES AND RESPONSIBILITIES

• Provides legal and general guidance with respect to acquisition, disposition, development, and leasing of real estate, finance transactions, construction projects, joint ventures, and general corporate and employment law

KNOWLEDGE, SKILLS AND EXPERTISE

• Over twenty years of experience in real estate, construction, and bank and financing law, for projects as diverse as independent living and assisted living facilities, apartment complexes, retail centers, office buildings, condominiums and subdivisions, religious buildings and houses of worship, higher education facilities, and light industrial facilities

• Managed the day-to-day operations of a mid-sized construction company with projects across multiple states

EDUCATION

• Bachelor of Arts, Michigan State University

• Juris Doctorate, Magna Cum Laude, Wayne State University School of Law

QUALIFICATIONS/AWARDS

• Licensed Residential Builder in the State of Michigan

• Recognized by Michigan Super Lawyers, The Best Lawyers in Detroit and Chambers USA in Real Estate Law and Banking and Finance Law

BEZTAK PROPERTIES

Sarah Oglesby-Battle PRESIDENT OF OPERATIONS

DUTIES AND RESPONSIBILITIES

• Oversight of operations including all residential divisions, senior living, third party management and company owned communities

• Actively involved in recruiting and building third party management business

KNOWLEDGE, SKILLS AND EXPERTISE

• Areas of expertise include multi-family residential, senior living and commercial real estate management

• Strong knowledge of valuation analysis and property

financial analysis

• Proven success managing product for multiple owners and interested parties with varying goals and targets

• Directed a 40,000 unit transition to Yardi

• Over 25 years of experience managing portfolios nationwide in all asset classes, with a peak total above 40,000 units

• Extensive direct oversight of multi-million dollar renovations with a focus on repositioning assets

QUALIFICATIONS/AWARDS

• Licensed Real Estate Salesperson - Arizona

• Licensed Real Estate Salesperson - Michigan

• Recipient - Property Supervisor of the Year 2005, Arizona Multi-Housing Association

BEZTAK COMPANIES

Jodie Blakemore

PRESIDENT OF ACCOUNTING, TAX AND STRATEGIC SERVICES

DUTIES AND RESPONSIBILITIES

• Oversees accounting, budgeting, financial reporting, year end audits, taxation, risk management and internal audit

• Over 20 years experience in Real Estate

• 20 years experience in Property Management

• 6 years experience in Public Accounting

KNOWLEDGE, SKILLS AND EXPERTISE

• Direct accounting oversight of over 100,000 units across the country for individual, family and institutional owned assets

• Year end oversight of over 150 year end audits and tax returns with third party CPA firms

• Leader in new asset acquisition transitions

• Over 20 years experience in Yardi, MRI and Skyline property management software systems

• Over 15 years experience in real estate development and construction

EDUCATION

• Bachelor of Science in Business Administration; Accounting Major (Summa Cum Laude), Central Michigan University

• Master of Business Administration; Accounting/Finance Focus (Summa Cum Laude), Wayne State University

QUALIFICATIONS/AWARDS

• Certified Public Accountant

• Member of American Institute of Certified Public Accountants

• Member of Michigan Association of Certified Public Accountants

BEZTAK COMPANIES

Ward Bell

SENIOR VICE PRESIDENT OF CONSTRUCTION

DUTIES AND RESPONSIBILITIES

• Manage and oversee design and construction for all of Beztak’s multi-family, senior housing and commercial property markets throughout the United States

• Responsible for all ground-up development of new commercial, residential and senior housing communities as well as renovation and rehab of existing assets

• Diversify Beztak’s presence and provide strategic leadership to meet the company’s goals and vision

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years of demonstrated history in the construction and real estate industry

• Expert in multi-family including market rate apartments, affordable housing, senior housing, condos and student housing

• Day-to-day management of design, preconstruction, value engineering, contracting, operations and development

• Strong leadership, organizational, real estate, communication, relationship management, financial and negotiation skills

• Brings a passion for mentoring and leading teams for success along with substantial experience in multifamily development and construction

EDUCATION

• Bachelor of Science, Construction Management, Ferris State University

• MBA, Strayer University

QUALIFICATIONS/AWARDS

• State of Virginia Builders License

• State of Maryland Builders License

• Loudoun 40-under-40

• Trainer for AIA Continued Education Certification for Light Gauge Framed Buildings

BEZTAK PROPERTIES

Danette Stenta

SENIOR VICE PRESIDENT OF MARKETING

DUTIES AND RESPONSIBILITIES

• Oversee marketing team and all marketing platforms for both multi-family and senior living verticals

• Research and identify solutions to execute successful marketing, advertising and leasing strategies. Special focus on cutting-edge technologies both within and outside the industry

• Establish marketing product stacks customized for individual properties and unique challenges and goals

• Manage overall brand development and maintain brand identity for corporate and individual residential apartment websites and marketing and advertising materials

• Develop pre-construction marketing materials including interior and exterior property renderings, floor plans, website, brochure and other appropriate marketing materials

• Audit and evaluate marketing mix of operating properties and create specific strategies and recommendations for negative trending assets

• Enhance resident retention efforts

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 30 years of experience in marketing, advertising and training, for class A, B and C urban and garden residential apartments, corporate suites and senior living communities

• Marketing software: Yardi/RentCafe, Real Page Knock (CRM), prospect and resident chat and voice AI, SOCi, Community Rewards, Opiniion, Residesk, Engrain, Matterport, Updater and Meltwater

• Brand development, management and lease up strategy

• Part of the executive team that led the company to NMHC recognition as a Top 50 Manager and US Best Managed Company, sponsored by Deloitte Private and the Wall Street Journal for multiple and consecutive years

EDUCATION

• Bachelor of Arts, Michigan State University

BEZTAK COMMERCIAL DIVISION

Alex Wancier

VICE PRESIDENT, COMMERCIAL DIVISION

DUTIES AND RESPONSIBILITIES

• Leasing and operational oversight for Beztak’s commercial portfolio, including office, retail and industrial assets

• Oversight of the Beztak commercial operations team

• Commercial acquisitions and new business developmen

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 18 years experience in commercial real estate, including finance, brokerage and operations

• Extensive experience in repositioning distressed office and retail properties

• Operated and marketed the sale of commercial properties in markets ranging from south Florida to western Montana

EDUCATION

• Bachelor of Arts in Political Science, Emory University

• MBA with specialties in finance, consulting and MIS, University of Georgia’s Terry College of Business

BEZTAK PROPERTIES

Dan McCoubrey SENIOR VICE PRESIDENT

DUTIES AND RESPONSIBILITIES

• Oversight of all Beztak owned assets throughout the U.S., totaling over 7,000 units

• Directly responsible for all maintenance contracts for the residential management division

• Works alongside our design, construction, operations, and marketing teams in new business developments

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 27 years of experience in property management,from day-today community operations to complete corporate oversight

• Areas of expertise include both multi-family residential and commercial real estate management

• Experienced in managing multi-million-dollar renovations and capital improvements

• Responsible for preparation of operating budgets, ensuring monthly occupancy and delinquency goals are met, growing revenue, and controlling expenses to maximize cash flow potential

• Strong knowledge of valuation analysis and financial analysis

• Proven success managing large portfolios with multiple owners

• Builds and maintains vendor connections

EDUCATION

• Bachelor of Business Administration, Business Management, Eastern Michigan University

BEZTAK SENIOR LIVING DIVISION

Jason Kohler

EXECUTIVE VICE PRESIDENT, SENIOR LIVING

DUTIES AND RESPONSIBILITIES

• Leads our best-in-class senior living division for Beztak, including our All Seasons brand

• Works alongside our design, development, operations, and marketing teams to create world class service and accommodations for seniors

• Responsible for the growth of our senior living portfolio and exceeding stakeholder expectations

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years of progressive, seniors housing experience, from dayto-day community operations to complete corporate oversight

• Ability to scale operations, systems and personnel to meet growing portfolio demands

• Adept at handling investor relations, developing third party management relationships, coordinating new community onboarding and lease up of new developments

EDUCATION

• Bachelors of Science, Health Services Administration

• Masters, Business Administration

• Graduate Certificate in Long Term Care Administration

QUALIFICATIONS/AWARDS

• Licensed Nursing Home Administrator

• Advisor, University of Florida’s Lifestyle Community Management degree program

BEZTAK SENIOR LIVING DIVISION

Adam Snyder

SENIOR VICE PRESIDENT

DUTIES AND RESPONSIBILITIES

• Direct oversight of the senior living portfolio with locations in Michigan, Arizona and Florida

• Actively involved in current and future growth of the senior living portfolio

KNOWLEDGE, SKILLS AND EXPERTISE

• 20 years of experience in the senior living industry

• Multi-site/multi-state senior living executive oversight for more than 1,500 units including: continuing care retirement communities, independent living, assisted living, memory care and assisted housing

• 10 years experience in the hospitality sector including country clubs, retail, fine dining restaurants and catering

• Strong operational experience with special focus on performance improvement, financial operations, census optimization, resident satisfaction and employee engagement

QUALIFICATIONS/AWARDS

• Certified Assisted Living Director

• Certified Assisted Housing Manager

• Post Acute Industry - Spirit of Innovation Award Winner (2013)

BEZTAK FEE MANAGED DIVISION

Brian Ebner

DUTIES AND RESPONSIBILITIES

• Direct oversite of over 7,000 units across the Southeast and Midwest regions

• Development and implemented best practices property management organization by implementing policies and procedures for operations, leasing/marketing, maintenance, and talent mentoring and recruitment

• Active participation in the growth of third-party management division

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 16 years of experience in multi-family/multi-site residential property management

• Preparation of operating budgets, ensuring monthly occupancy and delinquency goals are met, growing revenue, and controlling expenses to maximize cash flow potential

• Developed/monitored underwriting, due diligence of new development and acquisition of existing multifamily communities including urban, suburban garden style and mixed use

• Collaborate with and advised third party owners on all property level activities and issues including purchase, repositioning, and ground up new construction

EDUCATION

• Bachelor of Arts, Bachelor of Science, Urban and Regional Planning, Michigan State University

SENIOR VICE PRESIDENT

BEZTAK FEE MANAGED DIVISION

Sarah Girand

SENIOR VICE PRESIDENT

DUTIES AND RESPONSIBILITIES

• Oversight of Beztak multi-family third party managed properties throughout the United States totaling over 11,000 units

• Development and Implementation of best practices for operations, leasing/marketing and maintenance

• Focused on team talent growth and mentoring

• Oversight of all levels of property performance including day to day operating procedures, financial reviews, marketing strategy, budget development, and potential for renovation/repositioning with all associated capital expenditure controls

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 25 years of expertise in multi-family property and asset management for both public traded REIT, 1031 Investment Program, and privately owned portfolios of over 20,000 units throughout the United States

• Expertise in acquisitions and dispositions of properties including due diligence, proformas and evaluations

• Expertise in ground up development projects as well as large repositioning of properties

• Expertise in property strategy including tailored operating procedures

by property type, financial reviews, budget development, review of property renovations and repositioning potential

• Expertise in rolling out concurrent initiatives and business process improvements company wide including: BI initiatives, AI initiatives, revenue management, and smart technology

EDUCATION

• Bachelor of Arts in Business Administration, Dance, Oakland University

QUALIFICATIONS/AWARDS

• Michigan Real Estate License

BEZTAK COMPANIES

Lisa Golden

VICE PRESIDENT OF HUMAN RESOURCES

DUTIES AND RESPONSIBILITIES

• Responsible for all areas within human resources including talent acquisition, strategic staff planning, compensation, health & welfare benefits, retention, performance development, and employee relations

• In collaboration with the leadership team, responsible for developing and executing the organizations strategies

• Lead the human resources team ensuring compliance with employment laws, company programs & policies, and positive operational partnerships

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years of experience in human resources, concentrated in high-growth organizations

• Directly involved in developing and executing strategies, programs and operational change essential to support business initiatives

• 10+ years’ experience and a proven HR leader and collaborator, focused on professional development, change management, and implementation of process & system efficiencies

• Strong problem solver able to translate vision into actionable and effective value-added goals

EDUCATION

• Oakland University and DePaul University College of Commerce, studies focused in Human Resources & Communications

• Human Resources Management Certification, University of California Santa Barbara

BEZTAK COMPANIES

Peter L. Odorico

VICE PRESIDENT OF DEVELOPMENT & ACQUISITIONS

DUTIES AND RESPONSIBILITIES

• Sourcing and acquiring new development opportunities and sites for the company

• Evaluating development and acquisition opportunities and opening up new geographic areas for the company

• Conceiving, creating and implementing the development concept and plan

• Overseeing the overall development process, including project conception, financial analysis, selection and management of third party professionals, through project completion

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 35 years of development experience as a partner with the Trammell Crow Company, as owner and founder of his own development company, and as a Senior level executive with the Arvida Company

• Broad range of development experience across multiple product types, including multi-family, luxury condominiums and single family gated communities, retail, office and industrial product

• Sourcing equity from multiple institutional equity sources as development partners, including well-known pension fund advisors and other equity funds, and overseeing the development and management relationship with them

EDUCATION

• Bachelor of Science, the U.S. Military Academy, West Point

• Master of Business Administration, Stanford University

BEZTAK COMPANIES

Lisa Yoo

VICE PRESIDENT OF TAX

DUTIES AND RESPONSIBILITIES

• Responsible for all aspects of tax, estate planning, and insurance matters of the company

• Oversees tax compliance, strategy and planning for corporate and partners

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 28 years of tax experience in corporate (C-Corporation and S-Corporation), partnership, individual, and multi-state

• Experience in automotive, wholesale and distribution, franchise, manufacturing, real estate, retail, sports and entertainment sectors

EDUCATION

• Bachelors of Business Administration, University of Michigan

• Masters of Science in Taxation, Walsh College

QUALIFICATIONS/AWARDS

• Certified Public Accountant (Michigan)

• Member of American Institute of Certified Public Accountants

• Member of Michigan Association of Certified Public Accountants

• Member of Tax Executive Institute, Inc. (Detroit Chapter)

BEZTAK COMPANIES

EXECUTIVE DESIGN PROFESSIONAL

DUTIES AND RESPONSIBILITIES

• Create Innovative, functional and aesthetic designs that set the standard for residential living, help boost productivity, increase sales, attract customers, enhance living spaces and add value

• Design, furnish and accessorize models, community buildings and other residential buildings

• Ability to take a design from concept to completion and assist in the preparation of FF&E budgets and presentation drawings, oversee installations and respond to RFI’s in a timely manner

• Define project requirements and develop design criteria

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 of experience in both residential and contract design, as well as visual merchandising

• Skilled in budget management and value engineering product selections

• Expertise in specifying building finishes, furnishings, and accessorizing environments

QUALIFICATIONS/AWARDS

• Bachelor of Fine Arts in Interior Design, Rocky Mountain College of Art and Design

QUALIFICATIONS/AWARDS

• HGTV Design Finals, Premiered January 2005

• Corporate Events Specialist

• Workplace Advisory Consultant

• Design Manager

Leigh Berkhoel

BEZTAK COMPANIES

Zachary Weiss

MANAGER,

DEVELOPMENT & ACQUISITIONS

DUTIES AND RESPONSIBILITIES

• Responsible for sourcing new acquisition and development opportunities across the United States and managing in-house development opportunities and special projects

• Responsible for developing and implementing business plans and design strategies and concepts for new opportunities

• Manages local and municipal approval processes

• Responsible for sourcing and vetting institutional and joint venture equity partners and for organizing capital structure on acquisition and development opportunities

• Coordinates decision-making and consensus between partners and financing, operations, marketing, and construction departments

• Oversees management of acquisitions and development pipeline, as well as special projects

KNOWLEDGE, SKILLS AND EXPERTISE

• Oversaw development of over $400 million worth of multifamily mixed-use and senior housing projects

• Broad range of real estate experience, covering operations, finance, and development

• Emphasis on property operations, design, market analysis and financial feasibility

• Two decades of experience in various aspects of the real estate industry, including at local and national firms related to real estate development and real estate finance.

• Additional expertise in mortgage loan underwriting for Fannie Mae, Freddie Mac, FHA, CMBS, and Life Insurance Companies

• Underwrote over $500 million in closed sales transactions

EDUCATION

• Bachelor’s Degree in Economics, University of Michigan

• Bachelor’s Degree in History, University of Michigan

MICHIGAN

31731 Northwestern Highway, Suite 250W

Farmington Hills, Michigan 48334

248-855-5400

REGIONAL OFFICES

SOUTHEAST

1800 NW Corporate Boulevard, Suite 100

Boca Raton, Florida 33431

561-443-4300

SOUTHWEST

10950 North La Canada Drive

Tucson, Arizona 85737

520-498-0098

BEZTAK SENIOR LIVING DIVISION

Colette Belcourt

REGIONAL DIRECTOR OF OPERATIONS, SENIOR LIVING DIVISION

DUTIES AND RESPONSIBILITIES

• Direct operational oversight of senior living communities based in Michigan and Alabama

• Mentoring executive directors and community associates by providing resources, skills, and support needed to advance their careers and produce exceptional outcomes

• Monitor day-to-day operations to ensure communities are striving for excellence in customer service, fine dining, financial performance, marketing, and employee development

• Development and execution of each community’s annual strategic initiatives

KNOWLEDGE, SKILLS AND EXPERTISE

• 8 years of operational experience in the residential senior living sector. Areas of expertise include hospice, skilled rehabilitation, memory care, and long-term senior living

• Multi-site oversight of operations, regulatory compliance, licensure, quality assurance, recruitment & retention, skilled nursing, business development through marketing, customer service initiatives, and financial excellence

• Extensive financial management experience with multimillion-dollar operating budgets. Focal points of proficiency include expense control, budget compliance, and occupancy-driven revenue growth

• 12 years of hospitality management and customer service experience

EDUCATION

• Master’s Degree of Science, Healthcare Administration

• Bachelor’s Degree of Science, Healthcare Administration

• Graduate Certificate in Long Term Care Administration

QUALIFICATIONS/AWARDS

• Licensed Nursing Home Administrator

BEZTAK FEE MANAGED DIVISION

Lona Black

REGIONAL DIRECTOR

DUTIES AND RESPONSIBILITIES

• Manages a portfolio of six conventional and LIHTC apartment communities

• Engages with ownership to ensure the communities are operating to their maximum potential

• Supervises a staff of 21 while providing ongoing training and support

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 30 years of property management experience

• Extensive knowledge of housing compliance as it relates to the U.S. Department of Housing and Urban Development and Section 42 of the IRS

• Experienced in conventional, Section 8, LIHTC, Public Housing, HOME, and HOPE VI Housing

QUALIFICATIONS/AWARDS

• National Affordable Housing Professional – Executive Level

• Certified Occupancy Specialist

• Specialist in Housing Credit Management

• Fair Housing Compliance

BEZTAK FEE MANAGED DIVISION

Bethany Bowers

SENIOR REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversee portfolio of eight multifamily assets throughout Ohio

• Drive a high-performance culture through proactive management by way of a matrix environment in order to deliver actionable plans to clients that are results-oriented

• Support clients in the assessment of each property’s current position in the marketplace and in developing value enhancement strategies based upon these assessments

KNOWLEDGE, SKILLS AND EXPERTISE

• 19 years of experience in directly managing a diverse portfolio of mixed use and multifamily properties including but not limited to lease up, repositioned and affordable assets

• Directed portfolios exceeding 5,200 units throughout the midwest and southeast regions for institutional and private equity ownership groups

• Extensive experience developing and maintaining a positive and productive team environment, providing guidance and motivation to maximize portfolio value and streamline reporting

• Proficient in projecting real estate performance by understanding specific asset characteristics, interpreting historical operating results, and understanding local supply-demand fundamentals

EDUCATION

• Bachelor’s Degree in Communication Science, Ohio University

QUALIFICATIONS/AWARDS

• Licensed Real Estate Salesperson, Ohio

BEZTAK FEE MANAGED DIVISION

Donna Braden

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversee multiple fee-managed residential properties in Tennessee, Mississippi, and Arkansas

• Responsible for management and development of property managers of multifamily properties

• Oversight of day-to-day operations of managed properties

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 25 years of experience in multifamily property management

• Preparation of operating budgets and management of revenue growth and expense control

• Oversight of multiple property renovations with budgets of $1-$3 million dollars

QUALIFICATIONS/AWARDS

• CAM Certification

• Tennessee Real Estate License

BEZTAK PROPERTIES

Jessica Daleo

REGIONAL MANAGER, FURNISHED HOUSING

DUTIES AND RESPONSIBILITIES

• Direct oversight of the Furnished Housing Division

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years-experience in leasing, sales and management in multifamily communities

• Provides training and support to onsite management teams

• Skilled in client relations

QUALIFICATIONS/AWARDS

• Customer Service Award

BEZTAK SENIOR LIVING DIVISION

Joe Del Serrone

SENIOR DIRECTOR OF BRAND MANAGEMENT

DUTIES AND RESPONSIBILITIES

• Lead world-class brand initiatives to ensure a consistent and compelling brand experience globally across the All Seasons communities

• Assist with new developments and lead the training process for executive directors and key positions

• Work with Beztak partners as a key contributor to the awareness of the All Seasons brand

• Oversee the life enrichment program throughout the All Seasons portfolio

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years of international hospitality experience in hotel general management and property management with an expertise in customer service

• Responsible for the opening and lease-up of All Seasons of Birmingham while building and leading a top-performing team, optimizing resident satisfaction, overseeing daily operations and achieving 100% physical occupancy

• Extensive experience in hotel management and proven track record of exceeding budgeted GOP by maintaining a high ADR and reducing operating expenses

• Property management of Class A apartment communities with demonstrated experience in maximizing revenue and profit growth by exceeding occupancy and budgeted goals

• Direct oversight of multi-unit residential communities with an expertise in creating budgets and improving workflow efficiency while decreasing operating costs

EDUCATION

• Sapienza Università di Roma, Italy

BEZTAK PROPERTIES

Erica Dovitz ASSISTANT VICE PRESIDENT OF MARKETING

DUTIES AND RESPONSIBILITIES

• Responsible for overseeing the digital marketing efforts companywide

• Manage the creation of full website design with outside design companies

• Oversee the copy writing for websites and ensure content is monitored and updated regularly and as needed

• Monitor Google Analytics and backend website analytics with the assistance of contracted vendors, ensuring successful campaigns

• Manage, analyze, and execute implementation of SEO/SEM strategy – keeping pace with industry trends

• Assure that the company stays on the cutting edge for all digital programs, software, and system integrations

• Support sales and lead generation efforts

• Present digital health analysis and recommendations to ownership and/or owner representatives

• Craft and distribute corporate and property related press releases

• Oversee the senior living Digital Marketing Manager

• Direct the expansion of the senior living digital marketing effort using state-of-the-art systems

KNOWLEDGE, SKILLS AND EXPERTISE

• 12+ years experience in digital marketing and communications

• Areas of expertise include website production and design, copywriting, branding, social media, and public relations

• Management, design, and production of responsive websites

• Management, design, and production of marketing materials including brochures, videos, and stills

• Adobe Creative Cloud Suite

EDUCATION

• Bachelor of Arts, Western Michigan University

BEZTAK FEE MANAGED DIVISION

Jerald Dunham

REGIONAL FACILITIES DIRECTOR

DUTIES AND RESPONSIBILITIES

• Ensure execution of service-oriented brand standards across all communities

• Responsible for managing asset preservation and resident satisfaction related to maintenance

• Support all service operations including vendor relations

• Oversee capital project planning and execution

• Accountable for training and on-boarding education of service teams

• Execution and completion of appropriate preventative maintenance plans

QUALIFICATIONS/AWARDS

• Over 25 years of experience in senior living facilities maintenance

• 10 years of experience in regional facilities maintenance

• Over 20 years of experience as a licensed residential builder - Michigan

• Awarded Corporate Director of the Year on two different occasions

BEZTAK FEE MANAGED DIVISION

Jami Fields

SENIOR REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversee portfolio of nine multifamily assets throughout Kentucky, Illinois and Indiana

• Recruit and build strong teams to ensure stabilization and profitability of the communities

KNOWLEDGE, SKILLS AND EXPERTISE

• 19 years of experience in managing a diverse portfolio of properties

• Extensive experience mentoring and developing associates

• Experienced in managing A, B and C properties throughout the mid-west and southeast with a focus on repositioning underperforming assets

• Proven success in increasing market rents, controlling expenses and overall increasing NOI

• Successfully executed strategic collection campaigns to decrease delinquency and maximize income month over month

BEZTAK PROPERTIES

Priscilla Garcia

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Direct portfolio oversight of multi-family units in Arizona and Tennessee

KNOWLEDGE, SKILLS AND EXPERTISE

• 15+ years’ experience in the property management industry

• Specializes in multi-family portfolios

• Direct oversight of multi-million dollar renovations

• Experience with range of assets including HOA, market rate and affordable housing

• Strength in administration, personnel, budgeting, occupancy control, compliance and relations

• Fluent in Spanish

QUALIFICATIONS/AWARDS

• Licensed Real Estate Salesperson – Arizona

• Operational Excellence Award 2014

• Management Associate Award 2014

BEZTAK FEE MANAGED DIVISION

Lillian Granderson

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Manages a portfolio of nine apartment communities which encompasses tax credit and conventional

• Engages with ownership to ensure the communities are operating to their maximum potential

• Supervises a staff of 25 and provide training and support

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 30 years of property management experience

• Extensive knowledge of housing compliance as it relates to the U.S. Department of Housing and Urban Development and Section 42 of the IRS

• Experienced in Section 8, tax credit, conventional, student and commercial leasing

QUALIFICATIONS/AWARDS

• Certified Occupancy Specialist

• Certified Leasing Professional

• Fair Housing Compliance

• Registered Apartment Manager

• Housing Certified Compliance Professional

• Specialist in Housing Credit Management

BEZTAK FEE MANAGED DIVISION

Julius Hagan

FACILITIES DIRECTOR, FEE MANAGED DIVISION

DUTIES AND RESPONSIBILITIES

• Oversees the overall operations of the facilities department for the Fee Managed Division

• Trains, develops and mentors service managers to exceed company standards

• Actively participates in planning and implementing the facilities portion of new hire orientation

KNOWLEDGE, SKILLS AND EXPERTISE

• 10+ years in property maintenance industry

• Proficient in troubleshooting and problem-solving in all aspects of property maintenance

• Facilitates and leads all due diligence walks for new acquisitions

• Completes quarterly site facilities inspections to ensure company standards are being met

• Extensive experience in repositioning the functionality of on-site maintenance departments

QUALIFICATIONS/AWARDS

• Construction electricity certified

• EPA 608 certified

• EPA lead certified

• Service Associate Award, 2014

• Team Spirit Award, 2014

BEZTAK FEE MANAGED DIVISION

Darryelle Heard

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversee portfolio of multiple multifamily assets in Michigan and Ohio

• Ensure daily operation of communities translate to profitability for ownership groups

• Recruitment, training and development of team members, creating stabilization in team member growth that drives strong financial results

KNOWLEDGE, SKILLS AND EXPERTISE

• 10 years of experience in multifamily industry

• Experience with rebranding and remarketing assets to optimize their overall potential

• Vast background in mentoring, leading and training tomorrow’s leaders

• Ability to forecast financials and market trends leasing to strategic recommendations for success for our clients

• Successful in maintaining and increasing NOI year after year

• Creating, implementing and maintaining capital improvement plans and execution

• Reporting on asset performance, project status and budget variances to ownership on a weekly, monthly and annual basis

• Involved in the MIT program designed to train and develop existing managers

• Operated as a training specialist in southern market

BEZTAK COMPANIES

Brian Huhn

CONTROLLER

DUTIES AND RESPONSIBILITIES

• Support most aspects of accounting management

• Assist in financial statement preparation and review

• Research accounting issues for compliance with generally accepted accounting principles

• Assist in preparation of budgets and forecasts

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 10 years experience working within the real estate industry

• Experience in management transitions

• Year-end oversight with outside CPA firms

• Working knowledge of construction accounting and job costing

EDUCATION

• Bachelor of Business Administration, Finance, Western Michigan University

• Masters of Accountancy, Walsh College

QUALIFICATIONS/AWARDS

• Certified Public Accountant

BEZTAK FEE MANAGED DIVISION

Meghan Knoll REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversee portfolio of multiple multi-family assets in Michigan and Indiana

• Ensure daily operation of communities translates to profitability for ownership groups

• Recruitment, training, and development of team members, creating stabilization and team member growth that drives strong financial results

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 13 years of experience in the multi-family industry

• Experience with rebranding and remarketing assets to optimize their overall potential

• Vast background in mentoring, leading, and training tomorrow’s leaders

• Extensive knowledge in market-rate, Class A mid-rise and high-rise, mixed-use, and off campus student markets

• Ability to forecast financial and market trends leading to strategic recommendations for success for our clients

• Successful in maintaining and increasing NOI, year-over-year

• Creating, implementing, and maintaining financial budgets including capital improvement plans and execution

• Reporting on asset performance, project status, and budget variances to ownership on a weekly, monthly, and annual basis

• Proficient in repositioning poor performing assets by increasing physical and economic occupancy, reducing expenses and increasing resident retention, thus increasing an asset’s net operating income

BEZTAK FEE MANAGED DIVISION

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Overseeing multiple fee managed residential properties in Ohio

• Responsible for management and development of property managers with direct oversight of on-site team recruiting, training, and day-to-day operations

• Communicating with ownership regarding maximizing their asset and reaching full NOI potential KNOWLEDGE,

SKILLS AND EXPERTISE

• Over 18 years experience in the property management industry, having focused on multi family, single family, affordable housing, and student housing

• Managed portfolios across northeast Ohio of up to 2,500 units

• Specializing in aggressive lease ups, new acquisitions, and capital projects & renovations up to 9 million EDUCATION

• Bachelor of Science in Business Administration, University of Central Florida QUALIFICATIONS/AWARDS

• CAM certification

• Real Estate License - Florida

Jessica Koch

BEZTAK PROPERTIES

Erin Kosinski

SENIOR REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversees the company owned flagship portfolio in Michigan

• Responsible for overall performance of 3,000+ units through expense control, strategic planning & marketing, team building and development, increased economic & physical occupancy, while also implementing ethical and effective industry practices

• Ensures the success of most company owned new developments, with successful stabilization of roughly $200M in lease ups

• Supervision of multiple, multi-million dollar renovations and repositions

KNOWLEDGE, SKILLS AND EXPERTISE

• Roughly 20 years of experience managing Class A multi-family residential communities: to include budgeting, executing capital projects, leading multi-million dollar renovation and repositions and overseeing financial performance

• Extensive experience with HUD loan requirements and REAC inspections

• Involved in the creation and implementation of mutiple training programs to develop associates

• Frequent collaboration on software and process implementations, including web based inspection software and operating practices for LEED Certified communities

QUALIFICATIONS/AWARDS

• Executive Leadership Graduate (2016)

• Best Curb Appeal Awards (2017, 2018, 2019)

• Management Associate Award (2018, 2019)

• President’s Club Member (2021)

• Driving Success Award (2022)

BEZTAK COMPANIES

Mallory Malloy

DIRECTOR OF TRAINING & ASSOCIATE DEVELOPMENT

DUTIES AND RESPONSIBILITIES

• Oversee Beztak training programs such as executive manager program, manager in training, service manager in training, and mentorship program

• Develop and manage job specific training programs and resources such as job skills checklists, onboarding training guides, customer service training, and new program rollouts for the company

• Partner with company leaders to identify and develop company training opportunities

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 10 years’ experience in developing and implementing curriculum based on standards

• Ongoing training and monitoring of all HRIS and LMS

• Adept in gap analysis, identification of needs, and development of training materials

EDUCATION

• Bachelor of Arts, Secondary Education, Michigan State University

• Bachelor of Arts, History, Michigan State University

• Master of Arts, Education/Training & Development, Central Michigan University

BEZTAK PROPERTIES

Hailee McCririe

REGIONAL DIRECTOR

DUTIES AND RESPONSIBILITIES

• Oversees a mixed-use portfolio in Mid-Atlantic and Midwest region consisting of both urban and suburban communities

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 10 years of experience in multi-family

• Experience in a variety of mixed-use developments in both urban and suburban markets ranging from Class A to Class C product

• Direct involvement managing multiple urban new-construction and renovation lease-ups with extensive engagement in the development process

EDUCATION

• Bachelor of Arts, Finance, Michigan State University

BEZTAK FEE MANAGED DIVISION

SENIOR REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Budgeting and financial reporting for clients’ assets

• Responsible for the operations of client’s assets within region

• Direct oversight of property managers and their site staff at each property within region

• Assist with due diligence and new property transitions

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years of experience within property management and a licensed real estate agent for 10 years

• Experienced in many Ohio markets as well as other midwest markets and northern California with market rate, affordable housing, senior living and commercial property management

QUALIFICATIONS/AWARDS

• Business Management & Accounting, North Central State College

• Real Estate, Hondros College

Justin Miller

BEZTAK FEE MANAGED DIVISION

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Direct oversight of multiple third-party managed properties located in Arkansas, Mississippi, and Florida

• Responsible for financial analysis, development, and execution of client asset management strategies

• Ongoing contribution in future growth of the third-party portfolio

• Actively recruit, develop, and mentor associates, ensuring effective skills to further their careers within the company

KNOWLEDGE, SKILLS AND EXPERTISE

• Effectively managed diverse portfolios including conventional, affordable, Section 8, and rural development properties

• Effectively repositioned underperforming assets by increasing net operating income, physical occupancy, economic occupancy, and resident retention

• Extensive background in implementing forward-thinking marketing strategies to increase occupancy and exceed budget expectations

• Extensive direct oversight of multi-million dollar renovations with a focus on repositioning assets

EDUCATION

• Associates of Arts Degree, Honors Program, Arkansas State University

QUALIFICATIONS/AWARDS

• Licensed Real Estate Salesperson - Arkansas

• Notary - Arkansas

Nicole Nebling

BEZTAK SENIOR LIVING DIVISION

Dan Novak

CORPORATE DIRECTOR OF FOOD & BEVERAGE, SENIOR LIVING DIVISION

DUTIES AND RESPONSIBILITIES

• Ensure a fine dining experience is provided in all senior living properties including team member training, menu development, bar operations and procurement of food, equipment and supplies

• Oversight of financial performance and customer satisfaction for food and beverage in senior living portfolio

• Ensures compliance with all local, state and federal regulations to ensure safe and sanitary conditions are maintained in food and beverage departments

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 30 years of experience in senior living food and beverage management

• Nine years in regional food service management including nursing homes, assisted living, memory care, independent living and life plan communities

• Retail management of cafés, multiple licensed restaurants and sundries stores within the senior living industry

• Skilled with dining brand and systems development and implementation

• Experienced project lead for new food and beverage openings, including regulatory and code compliance and licensing

• Proven success with revenue growth, budgeting and budget compliance, regulatory compliance and management

• Special focus on life plan communities and development of upmarket dining experiences

EDUCATION

• Associate of Arts, Oakland Community College Culinary School, Farmington Hills, MI

• Bachelor of Arts, Wayne State University, Detroit, MI

CERTIFICATIONS

• HAACP Certified

• ServSafe Certified

• TIPS Certified

• Allergen Certified

BEZTAK SENIOR LIVING DIVISION

Lori Panaro

REGIONAL DIRECTOR OF OPERATIONS

DUTIES AND RESPONSIBILITIES

• Direct operational oversight of the senior living portfolio in Arizona and Florida

• Actively involved in mentoring all associates by providing the resources, skills and support needed to advance their careers and produce exceptional outcomes

• Oversight of the day-to-day operations with efficient communication skills

• Work closely with the executive directors to evaluate, and improve opportunities for growth in the market

KNOWLEDGE, SKILLS AND EXPERTISE

• 20 years of experience in the senior living industry

• In-depth knowledge of independent, assisted living and memory care licensed residential communities

• Controlling expenses to maximize the revenue

• Multi-state oversight in operations, market research, strategy, licensure and compliance, quality assurance, risk management, construction, and new business startups

• Proficient in analyzing financial statements and budgeting to increase net operating income

• Diagnosing opportunities at the community and formulating effective solutions

• Strong knowledge of state specific regulations

• Expert in quality driven metrics

BEZTAK SENIOR LIVING DIVISION

Erica Patterson

CORPORATE DIRECTOR OF CLINICAL COMPLIANCE

DUTIES AND RESPONSIBILITIES

• Assess and evaluates clinical services in assisted living and memory care areas of the communities to identify opportunities of clinical improvement

• Drives clinical outcomes, assist with clinical policy and procedures, completes mock surveys and plan of corrections on an as needed basis, while complying with state regulations as well as standards of care

• Collaborate with executive directors in reviewing candidates for clinical management positions

• Work together with in-house home health agencies to ensure independent living residents are receiving services aligned with All Seasons brand standards

KNOWLEDGE, SKILLS AND EXPERTISE

• Patient-focused, collaborative nurse leader with 25+ years of experience in the senior living industry with excellent leadership and organizational skills in a clinical setting

• Extensive background as a nursing director responsible for the overall quality of care of 150+ seniors in skilled nursing, assisted living, and memory care

• Strong understanding of regulatory compliance that equates to consistent execution of policy and procedures and standards of practices resulting in great survey results

• Well versed in the person-centered approach model to foster a holistic experience amongst seniors specifically those with memory loss

QUALIFICATIONS/AWARDS

• Certified Infection Preventionist

• Certified ‘Train the Trainer’

• Certified Dementia Practitioner

• Certified Infection Preventionist

BEZTAK FEE MANAGED DIVISION

Christine Renshaw

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversees multiple assets in Michigan, Ohio, & Indiana

• Recruiting and mentoring associates

KNOWLEDGE, SKILLS AND EXPERTISE

• Managing product for multiple owners and interested parties with varying goals and targets

• Rebranding assets through capital investment and multi-million dollar unit renovations

• Effectively repositioned underperforming assets by implementing marketing strategies to increase occupancy

• Contributed to the success of on site operations including collections, bad debt, renewal retention, and resident satisfaction

• Successful in mentoring and training of associates, resulting in improved financial performance

EDUCATION

• Bachelor of Science in Health Science, Central Michigan University

BEZTAK PROPERTIES

Dawn Riecher

REGIONAL MANAGER

DUTIES AND RESPONSIBILITIES

• Oversee a portfolio of five multi-family residential properties

• Responsible for the overall performance through increased physical and economic occupancy, strategic marketing, expense control, team development and implementing best industry practices

• Develop, coach and cross train associates by providing the resources, tools, and support needed to advance their career

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 30 years of experience in the property management industry

• Proven success managing all aspects of multi-family assets including budget planning, contract negotiations, capital projects and resident relations

• Proficient in analyzing financial reports and budgeting to increase net operating income and overall financial performance

• Strategic thinker with proven success increasing financial performance by increasing net operating income, both physical and economic occupancy as well as resident satisfaction

• Strong operational experience with extensive knowledge of all on- site operations including accounts receivable, accounts payable, purchasing, resident retention, marketing, budget preparation, capital projects, associate recruitment, training and performance concerns as well as resident engagement

• Collaborated on a robust new hire training program along with mentoring of team members

• Effectively managed several multi-million dollar renovation projects that consisted of occupied apartments

• Direct involvement and oversight of several common area conversions to new amenities which include: pickleball and sand volleyball courts, fitness center, mail kiosk station, outdoor grilling kitchen as well as picnic style grilling areas

• Achieve and maintain REAC compliance at multiple assets

QUALIFICATIONS/AWARDS

• Winner of the 2023 Beztak Excellence in Leadership Award

BEZTAK SENIOR LIVING DIVISION

Peter Richardson

REGIONAL DIRECTOR OF OPERATIONS, SENIOR LIVING DIVISION

DUTIES AND RESPONSIBILITIES

• Direct oversight of the operations and sales efforts of three Michigan communities to include 431 units & over 150 team members

• Work closely with community teams to ensure fiscal responsibility as it pertains to expense management, revenue growth, and maximizing NOI

• Monitor and implement best practices and standards to ensure communities are operating within the expectations of the All Seasons brand

KNOWLEDGE, SKILLS AND EXPERTISE

• Ensuring occupancy and business development growth within multisite responsibilities

• Budget management to maximize NOI opportunities and operating margins

• Strategic planning & analysis to ensure execution of KPIs.

• Strong communication skills which result in successful coaching/ mentoring of team members and mutual respect with peers and ownership groups

EDUCATION

• University of Michigan – Flint, Bachelor of Arts in Criminal Justice QUALIFICATIONS/AWARDS

• Arizona Board of Examiners of Nursing Care Institution Administrators & Assisted Living Facility Managers

• Licensed Nursing Care Institution Administrator #01703

• Certified Assisted Living Facility Manager #10607

BEZTAK FEE MANAGED DIVISION

DUTIES AND RESPONSIBILITIES

• Oversee portfolio of multiple multi-family assets in Michigan urban and suburban markets

• Responsible for financial analysis, growth, and execution of client asset management

• Recruitment, development, and mentoring of associates ensuring effective skills for growth and advancement

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 14 years of experience with multi-family/multi-site residential property management

• Experience with Class A communities including high rise, mixed use, lease up, luxury senior living and student housing

• Direct oversite of multi-million-dollar renovations and development of new construction

• Managed fiscal operations, including budget implementation, expenditures authorization, and financial accounting and reporting

• Evaluate monthly financial statements and compilation of ownership level variance reports

• Develop and execute comprehensive capital improvement plans

• Responsible for full cycle recruiting, training, developing, and mentoring

EDUCATION

• Bachelor of Science, Wayne State University

QUALIFICATIONS/AWARDS

• License Real Estate Salesperson – Michigan

• Kingsley Excellence Award for Resident Satisfaction

• Excellence Service Award

• Participant with Beztak Leadership Program

Renee Sheena

REGIONAL MANAGER

BEZTAK COMPANIES

Jordan Smarch

DIRECTOR OF INFORMATION TECHNOLOGY

DUTIES AND RESPONSIBILITIES

• Oversees and maintains the IT infrastructure and day to day duties of tech support team

• Directly responsible for planning and implementing the company’s IT initiatives

KNOWLEDGE, SKILLS AND EXPERTISE

• Areas of expertise include mentoring new technicians, providing strategic solutions to technical issues, and standardizing policies and procedures

• 15 years of experience in information technology

• Data security and backups, network infrastructure, mobile device management, VOIP systems, 365 administration, and cloud storage solutions

EDUCATION

• Bachelor of Science, Information Technology, Central Michigan University

BEZTAK SENIOR LIVING DIVISION

Natalie Stringer

DIRECTOR OF ARTISTIC AND INTELLECTUAL PLANNING

DUTIES AND RESPONSIBILITIES

• Creation and quality control of the artistic and educational programs of All Seasons luxury senior living communities in Michigan, Arizona, and Florida

• Establishment and maintenance of relationships with leading international artists and educators

• Collaboration with onsite teams to ensure successful implementation of artistic initiatives and events

KNOWLEDGE, SKILLS AND EXPERTISE

• 10 years’ experience working in creative theatre production, nonprofit administration, artistic programming, event production and project management

• Contracting diverse artistic mediums and personnel; including visual and performing artists, musicians, speakers, educators, historians, film makers, authors, participatory workshops, and interactive media to support and increase the capacity of artistic and cultural practice

• Development, implementation, participatory action research and evaluation of new programs

• International Theatre Facilitation for Development & Reconciliation

EDUCATION

• Master of Arts in Applied Theatre, City University of New York, School of Professional Studies

• Bachelor of Arts, Magna Cum Laude, Seattle University

QUALIFICATIONS/AWARDS

• Malave Leadership Academy; Congressional &Vice-Chancellors Excellence in Leadership Awards

• Fine Arts Award, Interlochen Arts, MI

• Actors’ Equity Association

BEZTAK COMPANIES

Candice Thom

DIRECTOR OF RECRUITMENT

DUTIES AND RESPONSIBILITIES

• Oversees the training and development of Beztak’s recruitment team

• Full cycle recruiting for our corporate offices

• Partner with organization leadership to development company recruitment strategy

• Ensure compliance with federal, state, and local employment laws

and regulations as well as company policies

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 10 years’ experience in human resources and recruiting

• Successful in attracting and retaining top talent

EDUCATION

• Bachelor of Science, University of Michigan – Dearborn

• Master of Science, Human Resources Management and Organizational Development, Eastern Michigan University

QUALIFICATIONS/AWARDS

• Certified Professional, Society of Human Resources Management

BEZTAK COMPANIES

Tara Thomas CONTROLLER

DUTIES AND RESPONSIBILITIES

• Oversees the training and development of accounting staff and delegate duties and authority to meet departmental and organizational goals

• Manages month end close process and financial reporting

• Assists in preparation of the annual audits

• Manages third party property accounting portfolio

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 16 years of experience in accounting for property management

• Strong knowledge of Yardi, MRI, and Timberline property management software systems

• Transitioning of new properties - bank set ups, credit card set ups, trial balance uploads, settlement statements

• Experience in treasury management

QUALIFICATIONS/AWARDS

• Bachelor of Business Administration, Accounting, Eastern Michigan University

• Masters of Business Administration, Business Management, Wayne State University

BEZTAK PROPERTIES

Delbert Weaver

DUTIES AND RESPONSIBILITIES

• Oversees facility operations across all Beztak owned multifamily communities

• Responsible for full oversight and financial management of large scale capital improvements

• Accountable for quality and cost control of all contracted maintenance work

KNOWLEDGE, SKILLS AND EXPERTISE

• Over 20 years of multi-site project management and oversight of all phases of multimillion-dollar construction and renovation projects

• Successful in contract negotiation to assure ownership achieves expected project returns

• Proven success in delivering a high-quality product and maintaining customer satisfaction

• Strength in personnel, budget, contract, and time management

QUALIFICATIONS/AWARDS

• Licensed Real Estate Salesperson – Arizona

• CPO certified

• HVAC certified

• OSHA certified

FACILITIES DIRECTOR