WHO WE ARE
BEZTAK COMPANIES
EXPERTISE AND REPUTATION Beztak has assembled a development and management team whose combined expertise and reputation in their respective field of specialty compliments the Beztak commitment to be EXCELLENT, ETHICAL AND EFFECTIVE in the development and management of its outstanding communities. A highly centralized organization with corporate offices in Farmington Hills, Michigan, and regional offices in Boca Raton, Florida, and Tucson, Arizona, Beztak corporate and regional teams oversee all on-site activity. Beztak continuously implements the most sophisticated technologies available, and attracts the most talented associates through our industry and professional networks. All facets of the business, from construction to management, remain under daily supervision of principal executives.
OUR MISSION By leveraging our more than 60 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 • 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 create opportunity and greater success.
RESIDENTIAL MANAGEMENT SERVICES PROPERTIES
12TH & RENAISSANCE Norman, Oklahoma
1820 SOUTH
Mount Pleasant, Michigan
ABBINGTON VILLAGE Columbus, Ohio
UNITS 144 144 194
ADMO HEIGHTS* Washington, DC
ALDINGBROOKE - PHASE I* West Bloomfield, Michigan
ALDINGBROOKE - PHASE II* West Bloomfield, Michigan
80 280 270
ALDINGBROOKE - PHASE III* West Bloomfield, Michigan
30
ALDINGBROOKE RESERVE* West Bloomfield, Michigan
ALL SEASONS ANN ARBOR*
UNDER CONSTRUCTION Ann Arbor, Michigan
ALL SEASONS BIRMINGHAM* Birmingham, Michigan
ALL SEASONS NAPLES* Naples, Florida
ALL SEASONS ORO VALLEY* Oro Valley, Arizona
ALL SEASONS ROCHESTER HILLS* Rochester Hills, Michigan
ALL SEASONS WEST BLOOMFIELD* West Bloomfield, Michigan
87 282 131 186 167 144 125
ALL SEASONS WEST BLOOMFIELD - PHASE II* West Bloomfield, Michigan
ARBOR BROOK*
Murfreesboro, Tennessee
ARBOR PARK
Jackson, Mississippi
ARLO LUXURY APARTMENT HOMES Little Rock, Arkansas
ASHLEY VILLAGE Columbus, Ohio
AUBURN GATE
Auburn Hills, Michigan
BALTIMORE STATION - PHASE I Detroit, Michigan
BALTIMORE STATION - PHASE II
UNDER CONSTRUCTION Detroit, Michigan
BAY CROSSINGS
Bay St. Louis, Mississippi
BAYOU LANDING Gulfport, Mississippi
32
360 216 243 200 584 23 144 128 200
PROPERTIES BEECH MEADOW Beech Grove, Indiana
BELLA VISTA Mesa, Arizona
BLAIR PARK*
Jackson, Michigan
BOLTON ESTATES Columbus, Ohio
BRIAR COVE – PHASE I* Ann Arbor, Michigan
BRIAR COVE – PHASE II* Ann Arbor, Michigan
BRIER CREEK TERRACES* Raleigh, North Carolina
BRIERGATE
Indianapolis, Indiana
BRISTOL PARK
Jackson, Mississippi
BROOKDALE
South Lyon, Michigan
CAMERON PARK Jackson, Mississippi
CASA DEL RIO Peoria, Arizona
CASCADE FALLS Akron, Ohio
CASCADES*
Anaheim, California
CAVE SPRINGS
Bowling Green, Kentucky
CEDAR BLUFF*
Knoxville, Tennessee
CENTRAL PARK ESTATES Novi, Michigan
CHARLESTON URBAN Charleston, South Carolina
CHATHAM VILLAGE Columbus, Ohio
CITATION CLUB - PHASE I* Farmington Hills, Michigan
CITATION CLUB - PHASE II* Farmington Hills, Michigan
CITATION CLUB - PHASE III* Farmington Hills, Michigan
CITATION CLUB* Delray Beach, Florida
CITATION CLUB* Sarasota, Florida
UNITS 272 192 100 196 168 104 410 160 152 264 168 149 304 292 248 192 254 42 136 252 150 198 404 320
RESIDENTIAL MANAGEMENT SERVICES PROPERTIES CITATION WAY*
UNITS
Coral Springs, Florida
COLONNADES* Plantation, Florida
COLONY CLUB Bedford, Ohio
CONCORDE CLUB Romulus, Michigan
CONCORD TOWERS
Madison Heights, Michigan
CREEK CLUB
Williamston, Michigan
CYPRESS PARK
Columbus, Mississippi
FAIRMONT PARK - PHASE I* Farmington Hills, Michigan
FAIRMONT PARK - PHASE II* Farmington Hills, Michigan
FARMINGTON OAKS* Farmington, Michigan
FOOTE HILLS
Grand Rapids, Michigan
FOX AND HOUNDS Columbus, Ohio
FIVE POINTS*
Auburn Hills, Michigan
GARLAND SQUARE Norman, Oklahoma
GATEWAY APARTMENTS I&II* Farmington Hills, Michigan
GLENGARRY PARK Waterford, Michigan
GOLF VILLAS AT ORO VALLEY - PHASE I* Oro Valley, Arizona
GOLF VILLAS AT ORO VALLEY - PHASE II* Oro Valley, Arizona
GOVERNOURS SQUARE Columbus, Ohio
GRAND BISCAYNE Biloxi, Mississippi
HARLO APARTMENTS Warren, Michigan
HIGHLAND PARK Jackson, Mississippi
INNOVA*
UNDER CONSTRUCTION Novi, Michigan
IRIS
Memphis, Tennessee
272 230 588 160 177 196 144 221 156 106 182 402 178 110 228 300 151 130 820 316 262 152 250 208
PROPERTIES
UNITS
Raleigh, North Carolina
250
IVY CHASE APARTMENTS* KELLOGG COVE Kentwood, MI
KENSINGTON MANOR* Farmington, Michigan
KIWI GOJI APARTMENTS Memphis, Tennessee
LAKESIDE TERRACES - PHASE I* Sterling Heights, Michigan
LAKESIDE TERRACES - PHASE II* Sterling Heights, Michigan
LAKESIDE TERRACES - PHASE III* Sterling Heights, Michigan
LANDMARK APARTMENTS Little Rock, Arkansas
LA PRIVADA*
Scottsdale, Arizona
LEGACY PLACE APARTMENTS* Palm Beach Gardens, Florida
LEXINGTON VILLAGE Madison Heights, Michigan
MAPLE CREEK
Sterling Heights, Michigan
MAPLE GROVE
Sterling Heights, Michigan
MCKENZIE PARK Little Rock, Arkansas
MENDENWOOD
Memphis, Tennessee
MERIDIAN MEADOWS Okemos, Michigan
MIDTOWN MIAMI* Miami, Florida
MILLER CREST*
Johnson City, Tennessee
MISSION PALMS* Tucson, Arizona
MONARK GROVE CLARKSTON
UNDER CONSTRUCTION Clarkston, Michigan
MUIRWOOD - PHASE I-IV* Farmington Hills, Michigan
MUIRWOOD - PHASE V* Farmington Hills, Michigan
MUIRWOOD ENCLAVE* Farmington Hills, Michigan
MUIRWOOD RESERVE* Farmington Hills, Michigan
160 160 82 256 128 114 196 350 384 872 104 264 168 118 220 538 120 360 148 1,172 100 120 72
RESIDENTIAL MANAGEMENT SERVICES PROPERTIES
NORTHBROOK APARTMENTS Ridgeland, Mississippi
OKEMOS STATION Okemos, Michigan
OLDEBROOK
Wyoming, Michigan
ORACLE VILLA* Tucson, Arizona
ORCHARD PARK
Clarksville, Tennessee
ORO VISTA*
Oro Valley, Arizona
PALM POINTE* Palm City, Florida
PARK PINES
Hattiesburg, Mississippi
PARK TRAIL
Shelbyville, Tennessee
PARK VILLAGE Athens, Tennessee
PARK WIND
Jackson, Mississippi
PARKSIDE AT MAPLE CANYON Columbus, Ohio
PARKSIDE OF LIVONIA Livonia, Michigan
PARKVIEW
Memphis, Tennessee
PHEASANT RUN Fenton, Michigan
PIEDMONT PARK
Hattiesburg, Mississippi
PINEBROOK APARTMENTS Ridgeland, Mississippi
POPLAR PLACE TOWNHOMES Memphis, Tennessee
PRESIDENT MADISON Madison Heights, Michigan
RIDGEWOOD PARK Parma Heights, Ohio
RIVERSHELL
Lansing, Michigan
RIVERWALK POINTE Jupiter, Florida
SADDLE CREEK - PHASE I* Novi, Michigan
SADDLE CREEK - PHASE II* Novi, Michigan
UNITS 180 112 138 365 112 138 143 96 108 80 112 121 166 137 170 152 160 220 272 288 136 104 220 180
PROPERTIES
SAGE APARTMENTS - PHASE I* Phoenix, Arizona
SONORAN TERRACES* Tucson, Arizona
STARKWEATHER LOFTS Plymouth, Michigan
STEEPLECHASE* Palm Harbor, Florida
STONE CREST
Mount Pleasant, Michigan
STONE POINTE Willoughby, Ohio
STRATFORD ARMS Pompano Beach, Florida
STRATFORD LAKES Canal Winchester, Ohio
SUNSET COVE* Plantation, Florida
THE BOULEVARD
UNDER CONSTRUCTION Detroit, Michigan
THE HERMITAGE Indianapolis, Indiana
THE HIGHLANDER Memphis, Tennessee
THE KAHN
UNDER CONSTRUCTION Detroit, Michigan
THE LOOP ON GREENFIELD Oak Park, Michigan
THE LUXE OF SOUTHAVEN Southaven, Mississippi
THE MARQUETTE Milford, Michigan
THE MEADOWS ON CHERRY HILL Westland, Michigan
THE MEADOWS ON TEN Warren, Michigan
THE MEADOWS ON THIRTEEN Roseville, Michigan
THE PALMS AT CASSELBERRY Casselberry, Florida
THE POINTE AT 731 Jackson, Tennessee
THE POINTE AT BOARDWALK Jackson, Tennessee
THE POINTE AT RIDGE COVE Jackson, Tennessee
THE POINTE AT WESTLAND Cleveland, Tennessee
UNITS 304 374 93 112 152 122 23 124 219 231 280 29 211 717 488 100 173 342 266 196 84 96 136 84
RESIDENTIAL MANAGEMENT SERVICES PROPERTIES
THE RESERVE AT SHARON WOODS
UNITS
Columbus, Ohio
THE RESIDENCES AT NEWCITY Chicago, Illinois
THE RETREAT AT CHENAL Little Rock, Arkansas
THE RETREAT AT MAUMELLE Little Rock, Arkansas
THE RETREAT AT SHERWOOD Sherwood, Arkansas
THE ROY
Royal Oak, Michigan
THE TREMONT
Madison Heights, Michigan
THE WOODS* Austin, Texas
THE WOODS OF TURPIN Cincinnati, Ohio
TOWN COURT*
UNDER CONSTRUCTION West Bloomfield, Michigan
TRILOGY APARTMENTS Belleville, Michigan
UPTOWN ANN ARBOR* Pittsfield Township, Michigan
UPTOWN CANTON* Canton, Michigan
UPTOWN CANTON - PHASE IV* Canton, Michigan
VALLEY VIEW ESTATES Council Bluffs, Iowa
WATERS EDGE Lansing, Michigan
WALDEN WOOD Southfield, Michigan
WALNUT TRAILS Elkhart, Indiana
WAVES - PHASE I* Plantation, Florida
WAVES - PHASE II* Plantation, Florida
WELLINGTON VILLAGE Indianapolis, Indiana
WILLOW BROOK Indianapolis, Indiana
WILLOWOOD Eastlake, Ohio
WINNERS CIRCLE* Parkland, Florida
186 199 128 120 216 77 57 278 164 192 620 195 499 152 258 120 210 210 280 208 204 48 158 396
TOTAL UNITS MANAGED: 36,000 *Locations Developed by Beztak Properties
BEZTAK PARTNERS 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
SAM BEZNOS C E O & PA RT N E R
OTHER QUALIFICATIONS / AWARDS • Licensed Real Estate Broker: - Alabama - Arizona - Arkansas - District of Columbia - Florida - Georgia - Illinois
- Indiana - Kentucky - Michigan - Mississippi - Oklahoma - South Carolina - Tennessee
BEZTAK PARTNERS 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
OTHER QUALIFICATIONS / AWARDS
PAOLA LUPTAK PA RT N E R
• • • •
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 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, FL
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
MARKUS JAKOBSON PA RT N E R
• Juris Doctor, University of Louisville • Master of Law, Real Estate and Finance, University of Miami School of Law
OTHER 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 PROPERTIES 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 • Direct oversight of management support departments including Accounting, IT, Human Resources and Marketing
KNOWLEDGE, SKILLS AND EXPERTISE
ELIZABETH CARLSON McCRIRIE C H I E F O P E R AT I N G O F F I C E R
• Over 30 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 repositions of over $2,000,000,000 in acquisitions and new developments
EDUCATION • Bachelor of Arts, Western Michigan University
BEZTAK COMPANIES DUTIES AND RESPONSIBILITIES • Project finance, financial analysis, strategic planning, cash management, project feasibility and partner relations • Structured joint ventures with both private individuals and regulated institutions • Structured real estate loans, both construction and permanent with all types of lenders including banks, insurance companies, FHA, FNMA, FHLMC, conduits and private lenders • Acquisition, financing and/or disposition of real estate manufacturing companies, banks, trading companies and vacant land
KNOWLEDGE, SKILLS AND EXPERTISE • Income tax preparation • Audits • General accounting, audit and tax work
JOHN KURE CHIEF FINANCIAL OFFICER
EDUCATION • Bachelor of Business Administration (with Distinction), University of Michigan-Dearborn
OTHER QUALIFICATIONS / AWARDS • Certified Public Accountant
BEZTAK PROPERTIES 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
ERIK PRATER GENERAL COUNSEL
• 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 DUTIES AND RESPONSIBILITIES • Direct oversight of the residential apartments division including all market rate and senior living communities • Actively involved in recruiting and building third party management business
KNOWLEDGE, SKILLS AND EXPERTISE
SARAH OGLESBY-BATTLE P R E S I D E N T, R E S I D E N T I A L D I V I S I O N
• 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 18 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
OTHER 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 DUTIES AND RESPONSIBILITIES • Oversees accounting, budgeting, financial reporting, year end audits and taxation, IT and Human Resources • 15 years experience in Real Estate • 12 years experience in Property Management • 6 years experience in Public Accounting
KNOWLEDGE, SKILLS AND EXPERTISE • Direct accounting oversight of over 35,000 units across the country for individual, family and institutional owned assets • Year end oversight of over 100 year end audits and tax returns with third party CPA firms • Leader in new asset acquisition transitions • Over 10 years experience in Yardi, MRI and Skyline property management software systems
EDUCATION
JODIE BLAKEMORE EXECUTIVE VICE PRESIDENT OF ACCOUNTING
• 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
OTHER QUALIFICATIONS / AWARDS • Certified Public Accountant • Member of American Institute of Certified Public Accountants • Member of Michigan Association of Certified Public Accountants
BEZTAK COMPANIES DUTIES AND RESPONSIBILITIES • Manage and oversee design and construction for all of Beztak’s multi-family, senior housing and commercial property markets throughout 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
WARD BELL SENIOR VICE PRESIDENT OF CONSTRUCTION
• 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
OTHER 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 DUTIES AND RESPONSIBILITIES • Increasing occupancy with digital marketing campaigns • Use of marketing software to execute successful leasing, marketing and advertising strategies individualized to each specific property • Manage overall brand development and maintain branding, images and copy for corporate website, individual residential apartment websites and individual commercial/office websites • Execute successful SEO and SEM strategies and manage social media presence; including Facebook, Google+, Yelp and ApartmentRatings, for all properties • Develop and implement pre-construction and operating property marketing plans and materials • Leasing and marketing training
KNOWLEDGE, SKILLS AND EXPERTISE
DANETTE STENTA SENIOR VICE PRESIDENT OF MARKETING
• Over 20 years of experience in leasing, training, advertising and marketing for class A, B and C urban and garden residential apartments, corporate suites and senior living communities • Marketing software: Yardi/RentCafe, VaultWare, MaxLeases, Reputation Manager, LeaseHawk • Management and production of responsive website • Management and production of marketing brochures, animated and computer generated video and still renderings • Wrote, developed and presented multiple course leasing and marketing training programs specific for the apartment industry
EDUCATION • Bachelor of Arts, Michigan State University
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 development
KNOWLEDGE, SKILLS AND EXPERTISE • Over 10 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
ALEX WANCIER V I C E P R E S I D E N T, COMMERCIAL DIVISION
• Bachelor of Arts in Political Science, Emory University • MBA with specialties in finance, consulting and MIS, University of Georgia’s Terry College of Business
MANAGED & DEVELOPED BY BEZTAK 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
DAN McCOUBREY SENIOR VICE PRESIDENT
• Over 27 years of experience in property management, from day-to-day 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
SENIOR LIVING DIVISION 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 portfolio and exceeding stakeholder expectations
KNOWLEDGE, SKILLS AND EXPERTISE • Over 18 years of progressive, seniors housing experience, from day-to-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
JASON KOHLER E X E C U T I V E V I C E P R E S I D E N T, SENIOR LIVING
EDUCATION • Bachelors of Science, Health Services Administration • Masters, Business Administration • Graduate Certificate in Long Term Care Administration
OTHER QUALIFICATIONS / AWARDS • Licensed Nursing Home Administrator
SENIOR LIVING DIVISION 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 • 15 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
ADAM SNYDER SENIOR VICE PRESIDENT
OTHER QUALIFICATIONS / AWARDS • Certified Assisted Living Director • Certified Assisted Housing Manager • Post Acute Industry - Spirit of Innovation Award Winner (2013)
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Direct oversight of all third party managed properties • Actively involved in recruiting and building third party management business in multiple states • Ongoing recruitment and mentoring of associates, providing them the skills and tools needed to further their careers within the company
KNOWLEDGE, SKILLS AND EXPERTISE
REBECCA GUENTHER EXECUTIVE VICE PRESIDENT
• Over 20 years of experience in multi-site property management experience • Direct oversight of multi-state portfolios exceeding 24,000 units in 13 different states • Expert at property repositioning and maximization of property value or cash flow through value add opportunities • Extensive experience managing numerous multi-million dollar renovations • Recognized for consistently delivering highest year over year growth and favorable variances to budget for various ownership groups through a combination of maximized revenue and expense controls
BEZTAK COMPANIES 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
PETER L. ODORICO VICE PRESIDENT OF DEVELOPMENT & ACQUISITIONS
• 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 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
LEIGH BERKHOEL EXECUTIVE DESIGN PROFESSIONAL
EDUCATION • Bachelor of Fine Arts in Interior Design, Rocky Mountain College of Art and Design
OTHER QUALIFICATIONS / AWARDS • • • •
HGTV Design Finals, Premiered January 2005 Corporate Events Specialist Workplace Advisory Consultant Design Manager
BEZTAK COMPANIES DUTIES AND RESPONSIBILITIES • Responsible for sourcing new acquisition and development opportunities across the United States and for managing inhouse development opportunities • Responsible for sourcing and vetting institutional and jointventure equity partners and for organizing capital structure on acquisition and development opportunities • Supervises financial analysis and business plan implementation for new acquisition and development opportunities; intermediary between Partners and financing, operations and construction departments • Oversees management of acquisitions and development pipeline
KNOWLEDGE, SKILLS AND EXPERTISE
ZACHARY WEISS MANAGER, DEVELOPMENT & ACQUISITIONS
• Broad range of real estate experience, covering operations, finance and development • Emphasis on property operations, market analysis and financial feasibility • Eight years’ experience in Commercial Real Estate Finance for national firms; underwrote over $500 million in closed sales transactions • Expertise in mortgage loan underwriting for Fannie Mae, Freddie Mac, FHA, CMBS, and Life Insurance Companies
EDUCATION • Bachelor’s Degree in Economics, University of Michigan • Bachelor’s Degree in History, University of Michigan
MICHIGAN CORPORATE OFFICES
31731 Northwestern Highway, Suite 250W Farmington Hills, Michigan 48334 Telephone: (248) 855-5400 Fax: (248) 852-4744
SOUTHEAST REGIONAL OFFICE 1800 NW Corporate Blvd., Suite 100 Boca Raton, Florida 33431 Telephone: (561) 443-4300 Fax: (561) 443-2868
SOUTHWEST REGIONAL OFFICE 10950 North La Canada Tucson, Arizona 85737 Telephone: (520) 498-0098 Fax: (520) 498-3988
www.beztak.com
BEZTAK PROPERTIES DUTIES AND RESPONSIBILITIES • Set up of new properties under Beztak Management • Providing marketing support to entire Beztak portfolio • Arrange site photo shoots to optimize the sites’ web performance • Enhancing and presenting the marketing, leasing, and management portions of the New Hire Training • Monitor active marketing programs and develop ways to improve them
KNOWLEDGE, SKILLS AND EXPERTISE
GINA ALLIE MARKETING DIRECTOR
• Over 16 years of experience in leasing, marketing, and management in multi-family communities • Previously managed six communities, having overseen over 2800 units during a 14-year career with Beztak • Successfully lead a team in a lease up that was 100% occupied within 30 days of completed construction. • Proven successes in training strong Leasing Consultants, Leasing Managers, Assistant Managers, as well as various operational management positions
QUALIFICATIONS/AWARDS • Property Manager of the Year, 2016 • Executive Leadership Completion Award, 2016
SENIOR LIVING DIVISION 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
JOE DEL SERRONE SENIOR DIRECTOR OF BRAND MANAGEMENT
• 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 DUTIES AND RESPONSIBILITIES • Responsible for directing creative development of marketing content online and in print • Provide analysis and recommendations for websites in coordination with digital marketing efforts • Aid in the overall creation of property websites including writing creative copy • Manage, analyze and execute implementation of SEO/SEM strategy • Monitor active marketing programs and develop ways to improve them • Assist in creation of marketing materials for apartment projects • Create strategies and content calendars that enhance a positive interaction with prospects and residents and the image for each individual community and Beztak
KNOWLEDGE, SKILLS AND EXPERTISE
ERICA DOVITZ D I G I TA L M A R K E T I N G D I R E C T O R
• 8+ 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
SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES • Direct operational oversight of the senior living portfolio in Michigan • Mentoring of associates by providing the resources, skills and support needed to advance their careers and produce exceptional outcomes
KNOWLEDGE, SKILLS AND EXPERTISE
REBECCA EAGLE R E G I O N A L D I R E C T O R O F O P E R AT I O N S , SENIOR LIVING
• 25 years of experience in the senior living industry • In-depth knowledge of Independent and licensed residential programs to include; Adult Foster Care, Home For the Aged, Specialized Residential, Residential Care Facilities and Memory • Multiple state oversight in Operations, Market Research, Strategy, Licensure and Compliance, Quality Assurance, Risk Management, Private Duty, Home Health Care, Skilled Nursing, Development, Construction and New Business Startup to include for-profit and not for profit organizations • Proficient in analyzing financial statements and budgeting to increase Net Operating Income • Strong knowledge of JCAHO/CARF Accreditation requirements and processes • Expert in Quality Driven Metrics and KPI Management
EDUCATION • Bachelors of Science- Health Care Administration, University of Phoenix
OTHER QUALIFICATIONS / AWARDS • • • •
Member of Argentum Member of MALA Member of OALA Member of Alzheimer’s Association
FEE MANAGED DIVISION 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
BRIAN EBNER VICE PRESIDENT
• 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
FEE MANAGEMENT DIVISION 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
JAMI FIELDS SENIOR REGIONAL MANAGER
MANAGED & DEVELOPED BY BEZTAK 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
OTHER QUALIFICATIONS/AWARDS
PRISCILLA GARCIA REGIONAL MANAGER
• Licensed Real Estate Salesperson – Arizona • Operational Excellence Award 2014 • Management Associate Award 2014
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Oversee multiple properties in Michigan, Ohio, and Southern United States
KNOWLEDGE, SKILLS AND EXPERTISE
LAURA GILLESPIE A S S I S TA N T V I C E P R E S I D E N T
• Over 20 years of experience with multi-family residential management • Directed portfolios exceeding 4,000 units throughout Michigan, Indiana, and Southern United States • Managed large portfolios for ownership groups, institutional banks, and 3rd party management clients • Directly involved with repositioning underperforming assets by increasing Net Operating Income, physical occupancy, economic occupancy, and resident retention • Proficient in analyzing financial statements and budgeting to increase Net Operating Income • Strong knowledge of annual budget preparation and adherence, resulting in controlling expenses, and maximizing Net Operating Income
OTHER QUALIFICATIONS / AWARDS • Licensed Real Estate Salesperson in Michigan
FEE MANAGED DIVISION 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
OTHER QUALIFICATIONS / AWARDS
LILLIAN GRANDERSON REGIONAL MANAGER
• • • • • •
Certified Occupancy Specialist Certified Leasing Professional Fair Housing Compliance Registered Apartment Manager Housing Certified Compliance Professional Specialist in Housing Credit Management
FEE MANAGEMENT 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 onsite maintenance departments
JULIUS HAGAN FA C I L I T I E S D I R E C T O R , FEE MANAGED DIVISION
OTHER QUALIFICATIONS / AWARDS • • • • •
Construction Electricity Certified EPA 608 Certified EPA Lead Certified Service Associate Award, 2014 Team Spirit Award, 2014
FEE MANAGEMENT DIVISION 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
DARRYELLE HEARD REGIONAL MANAGER
• 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 DUTIES AND RESPONSIBILITIES • Leads the human resources department to ensure legal compliance and implementation of the company’s mission and talent strategy • Manages the company’s human resources services, policies and programs • Partners with leaders across the organization on strategic staff planning, training and employee relations
KNOWLEDGE, SKILLS AND EXPERTISE • Over 10 years of human resources leadership experience • Extensive experience in employment law and labor relations • Expertise in training program creation and implementation of leadership development programs
EDUCATION
KRISTEN HOMMES DIRECTOR OF HUMAN RESOURCES
• Bachelor of Arts, Spanish and International Studies, University of Illinois • Human Resources Management Certification, George Mason University
OTHER QUALIFICATIONS/AWARDS • Certified Master Trainer, Hilton Worldwide • Multi-time recipient of the Leader of the Quarter award, Hilton Worldwide • Certified in the Reid Technique of Investigative Interviewing
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Direct oversite of 7,000 units across the Midwest region • Active participation in the growth of third-party management division • Responsible for the recruitment, training/mentoring, and retention of talent and teams across all sites within region
KNOWLEDGE, SKILLS AND EXPERTISE • Over 15 years of experience in multi-family/multi-site residential property management • Proficient in budget and financial statement analysis to uncover inefficiencies, and implementing strategies for increased Net Operating Income • Ability to assemble a cohesive team, with complementary skillsets, to ensure quality onsite operations for our clients’ assets • Collaborate with current/future clients in sourcing, analyzing, and performing due diligence on potential acquisitions
RYAN HUFNAGEL V I C E P R E S I D E N T, FEE MANAGED DIVISION
EDUCATION • Bachelor of Arts, Economics, Michigan State University • Master of Business Administration, Northwestern University Kellogg School of Management
FEE MANAGEMENT DIVISION 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
MEGHAN KNOLL REGIONAL MANAGER
• Over 10 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
MANAGED & DEVELOPED BY BEZTAK DUTIES AND RESPONSIBILITIES • Responsible for overseeing a portfolio that includes 3,895 Beztak owned units; including a motel takeover • Direct oversight and owner’s advocate for ten multi-family assets, two personal homes, management personnel and the site teams
KNOWLEDGE, SKILLS AND EXPERTISE
ERIN KOSINSKI REGIONAL MANAGER
• Directly involved in multiple lease-ups & renovations, overseeing the construction work being completed, as well as being handson with building the occupancy • Over 10 years of experience with managing Class A multi-family rental communities • Developed an internship program for learning all facets of the site from leasing to managing • Assisted with the launch of Happy Co. and corresponding reporting • Involved in the MIT program designed to train new and develop existing managers
SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES • Oversees sales and marketing of the senior living portfolio with locations in Michigan, Arizona, and Florida • Development and implementation of all sales and marketing training protocols and programs to maximize revenue growth • Create and execute innovative advertising campaigns and market research to position our legacy and new development communities for success • Ensure partnership between operations and sales to ensure revenue targets are met through quantifiable outcomes that increase inquiry traffic and improve conversion ratios
KNOWLEDGE, SKILLS AND EXPERTISE
MICHAEL MACDONELL C O R P O R AT E D I R E C T O R O F S A L E S AND MARKETING
• 18 years of experience in the senior living industry • Extensive experience with all stages of new development in independent living, assisted living, and memory care • Multi-site/multi-state oversight of senior living sales and marketing for more than 1,500 units including independent living, assisted living, and memory care • Strong healthcare background that has combined both sales and operational experience with special focus on sales implementation and execution to meet and exceed revenue goals
OTHER QUALIFICATIONS / AWARDS • Certified Senior Advisor • Licensed Real Estate Salesperson – Michigan
MANAGED & DEVELOPED BY BEZTAK DUTIES AND RESPONSIBILITIES • Oversees a mixed-use portfolio in Mid-Atlantic and Southeast Region consisting of both urban and suburban communities
KNOWLEDGE, SKILLS AND EXPERTISE • Over 7 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
HAILEE McCRIRIE JUNIOR REGIONAL MANAGER
BEZTAK COMPANIES DUTIES AND RESPONSIBILITIES • Oversees all Beztak’s self-performed construction operations to ensure that projects are delivered on time, within budget, and quality expectations are met • Works with individuals from across all aspects of the organization to move projects from development, through construction, and seamlessly transitioned to property management • Develops and maintains standards for construction to ensure safety of construction staff and mitigate financial risk to the organization • Fosters relationships with external partners to ensure Beztak receives maximum quality and value within the construction marketplace
KNOWLEDGE, SKILLS AND EXPERTISE
ANDREW MILLER DIRECTOR OF CONSTRUCTION O P E R AT I O N S
• Over 20 years of experience in the design and construction industry • Experience managing a large range of projects with varying scope, complexity, and size • Overseeing large, multi-disciplinary teams through the entire design and construction life cycle to achieve positive project outcomes • Extensive experience in logistics planning, design management, budgeting, procurement planning, and project staffing • Expertise in processes that maximize performance and minimize risk across safety, schedule, cost management, and quality control
EDUCATION • Bachelor of Science in Architecture, University of Michigan • Master of Architecture, University of Michigan • Master of Civil Engineering, Construction Management, University of Michigan
OTHER QUALIFICATIONS / AWARDS • LEED AP Certified • OSHA 30-Hour Trained
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Budgeting and financial reporting for clients’ assets • Responsible for the operations of client’s assets within my region • Direct oversight of property managers and their site staff at each property within my region • Assist with due diligence and new property transitions
KNOWLEDGE, SKILLS AND EXPERTISE • Over 18 years of experience within property management and a licensed real estate agent for 7 years • Experienced in many Ohio markets as well as other mid-west markets and northern California with market rate, affordable housing, senior living and commercial property management
EDUCATION • Business Management & Accounting, North Central State College • Real Estate, Hondros College
JUSTIN MILLER REGIONAL MANAGER
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Effective oversight of all aspects of management, sales, operations and facilities for a 4,000-unit portfolio • Oversight of multiple lease up communities, with absorption rates ranging from 10%-20% monthly • Specializes in Urban and Suburban Markets
KNOWLEDGE, SKILLS AND EXPERTISE
ELLE MORGAN A S S I S TA N T V I C E P R E S I D E N T
• Specializes in multi-family portfolios • Broad knowledge of developing market strategies to increase occupancy while maximizing market rents and repositioning properties • Creating, maintaining and implementing budgets including capital improvement plans for various assets and maintaining income and expense performance within the budget guidelines • Responsible for recruitment, training, development, and supervision of Property Managers and Facilities team • Well versed in overseeing and coordinating large scale renovation projects • Proficient in analyzing financial statements and budgeting to increase Net Operating Income • Strategic thinker, adept at analyzing market opportunities and developing plans to generate business relationships • Weekly, monthly and annual reporting to ownership on asset performance, budget variance, profit and loss statements and project status
FEE MANAGEMENT DIVISION 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
NICOLE NEBLING REGIONAL MANAGER
EDUCATION • Associates of Arts Degree, Honors Program, Arkansas State University
OTHER QUALIFICATIONS / AWARDS • Licensed Real Estate Salesperson - Arkansas • Notary - Arkansas
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
DAN NOVAK C O R P O R AT E D I R E C T O R O F F O O D A N D BEVERAGE, SENIOR LIVING DIVISION
• Over 23 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 PROPERTIES DUTIES AND RESPONSIBILITIES • Ongoing training and monitoring of all marketing software and Internet Listing Services • Set up of new properties under Beztak Management • Oversite of brochures, floor plans, and collateral material • Enhancing and presenting the marketing portion of the New Hire Training • Providing marketing support to entire Beztak portfolio
KNOWLEDGE, SKILLS AND EXPERTISE • Over 10 years of experience in leasing, marketing, and management in multi-family communities • Previously managed three communities, having overseen over 2600 units during my near decade of time with Beztak • Proven successes in training strong Leasing Consultants, Leasing Managers, as well as various Operational management positions
BETSY OMAN-INGESOULIAN MARKETING DIRECTOR
EDUCATION • Bachelor of Science, Interpersonal Communication and Marketing, Central Michigan University
OTHER QUALIFICATIONS / AWARDS • Executive Leadership Completion Award, 2017
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Provide overall direction and supervision of day-to-day property management with oversight responsibility for management of the properties within the geographic assigned area • Guide, train, manage and empower onsite team members • Prepare weekly, monthly, and annual owner reports • Increase revenue, decrease expenses
KNOWLEDGE, SKILLS AND EXPERTISE • 16 years of experience in Multifamily Property Management • 3 years of experience in Commercial Property Management • 14 years of experience in Affordable Housing with emphasis on LIHTC and PBRA, • Proven success in professional development of team members
EDUCATION
LUTISHIA POUGH
• Bachelor of Business Administration, Indiana University
REGIONAL MANAGER
QUALIFICATIONS/AWARDS • CAM • AHM • Notary
MANAGED & DEVELOPED BY BEZTAK DUTIES AND RESPONSIBILITIES • Oversees a portfolio of multi-family properties in Michigan • Responsible for the overall performance through increased occupancy, strategic marketing, team development and implementing best practices • Develop, coach and cross train associates by providing the resources, tools, and support needed to advance their career
KNOWLEDGE, SKILLS AND EXPERTISE
DAWN RIECHER REGIONAL MANAGER
• Over 25 years of experience in the property management industry • Proven success managing all aspects of multi-unit 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 improving financial performance along with expense control • Strong operational experience with extensive knowledge of all aspects relating to on-site operations including accounts receivable, accounts payable, purchasing, resident retention, marketing, budget preparation, capital projects, associate training and engagement • Effectively managed multi-million dollar renovation projects
FEE MANAGEMENT DIVISION 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
CHRISTINE RENSHAW REGIONAL MANAGER
• Bachelor of Science in Health Science, Central Michigan University
BEZTAK COMPANIES 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 • 10 years of experience in information technology • Data security, backup systems, inventory management, email administration, and phone systems
EDUCATION • Bachelor of Science, Information Technology, Central Michigan University
JORDAN SMARCH A S S I S TA N T D I R E C T O R O F I N F O R M AT I O N T E C H N O L O G Y
SENIOR LIVING DIVISION 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
NATALIE STRINGER D I R E C T O R O F A RT I S T I C A N D INTELLECTUAL PLANNING
• 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
OTHER QUALIFICATIONS / AWARDS • Malave Leadership Academy; Congressional & Vice-Chancellors Excellence in Leadership Awards • Fine Arts Award, Interlochen Arts, MI • Actors’ Equity Association
FEE MANAGEMENT DIVISION DUTIES AND RESPONSIBILITIES • Oversees portfolio of more than 2,000 units under the Fee Managed Division throughout Michigan • Specializes in multi-family portfolios
KNOWLEDGE, SKILLS AND EXPERTISE • Direct oversight and execution of multi-million dollar renovations • Experienced in managing A,B, and C class properties throughout Michigan • Proven success in increasing market rents, controlling expenses, and overall increasing NOI • Mentor and develop associates to both exceed customer service standards and be promoted from within • Proven success in year over year financial performance
EDUCATION
NICOLE THEUNISSEN REGIONAL MANAGER
• Bachelor of Science in Psychology, Central Michigan University
BEZTAK COMPANIES DUTIES AND RESPONSIBILITIES • Oversee the training and development of accounting staff and delegate duties and authority to meet departmental and organizational goals • Manage month end close process and financial reporting • Assist in preparation of the annual audits
KNOWLEDGE, SKILLS AND EXPERTISE • Over 12 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
EDUCATION
TARA THOMAS A S S I S TA N T C O N T R O L L E R
• Bachelor of Business Administration, Accounting, Eastern Michigan University • Masters of Business Administration, Business Management Wayne State University
MANAGED & DEVELOPED BY BEZTAK 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
DELBERT WEAVER FA C I L I T I E S D I R E C T O R
OTHER QUALIFICATIONS / AWARDS • • • •
Licensed Real Estate Salesperson – Arizona CPO certified HVAC certified OSHA certified