beach city capital management · 2019-10-15 · beach city capital reviews deals in coastal...

BEACH CITY CAPITAL MANAGEMENT

KYLE JULIERDevelopment

Analyst

MARIA PEREZDevelopment Coordinator

JASON MULLERManaging Principal

FAITH O’MALLEYDevelopment Coordinator

BCC Team

JONATHAN ROCCAAcquisitions

JOE ALARABDevelopment

Intern

SOFIA ZAMORADevelopment

Associate

MATT STEWARTBoard Member Capital Markets

GREG CULLENBoard Member

Investments

Board Members

Third Party Consultants

JEFF LOVELegal

KYLE MEALEYAccounting

SPONSORSHIP OVERVIEWBEACH CITY CAPITAL

Beach City Capital is a private real estate investment firm headquartered in Hermosa Beach, California. Beach City Capital focuses on executing the development and repositioning of multi-family and commercial assets, targeting value-add and opportunistic returns. Beach City Capital is a vertically integrated investment company with the ability to source, underwrite, acquire and develop all projects in house. Our investments capitalize on a broad platform, utilizing in-house real estate professionals whose expertise span all phases of the real estate life cycle. Our staff is made up of experienced professionals in Acquisition, Finance, Entitlement and Development, all seasoned to pursue a consistent investment process that combines local market knowledge and hands-on expertise, creating value for our shareholders.

Beach City Capital reviews deals in coastal locations throughout Southern California, and we strive to look for underutilized properties that lack their highest and best use. We focus on assets that are underperforming, mispriced, and mismanaged to add value and improve efficiencies. We use structured finance, an experienced team and government relations for entitlement review to find the true land residual before an acquisition. The firm is able to quickly find these opportunities by consistently analyzing key markets. While Beach City Capital has extensive experience, what makes us successful is acknowledging that the real estate itself and best in-class service to our investors are the key factors in our Investment Platform’s growth.

Beach City Capital has long-standing presence in key markets throughout the United States with a decade of hands-on experience, intimate local market knowledge, and an extensive network of relationships with institutional and local banks, private equity firms, and family offices. This depth of experience and relationships with capital providers gives Beach City Capital a competitive advantage in identifying and closing attractive investments both on and off market. Our reputation has afforded us the opportunity to work with the best leaders in the industry, receiving attractive interest rates and optimal service with certainty.

Once acquired and financed, we thoroughly manage the Development Process from Entitlements, Permit Management, Preconstruction and through Construction Management and Disposition. We minimize construction risk and manage all jobs to be on time and within budget. We leverage industry knowledge, experience and technology to monitor, report on and manage the delivery of projects. Our customer service entails monthly reports and thorough communication to investors. Each project is crafted with pristine excellence and perfection with hopes to create spaces that inspire and modernize everyday life. Our company mission is to improve the quality of life and community one project at a time. We plan to help enhance and enrich the urban fabric of the city and in doing so, we design our projects to be affordable, well-integrated, and positively impactful.

Beach City Capital, LLC

JASON MULLER Managing Principal

University of Southern California Master of Architecture (M. Arch) Certificate in Real Estate Development (RED) 2012 - 2014

Woodbury University Bachelor of Architecture (B Arch) 2005 - 2008

BACKGROUND AND EXPERIENCE Jason Muller is a Managing Principal for Beach City Capital, LLC and is actively involved in all aspects of Deal Creation, Business, Bank and Partner Relations with a focus on Executive Oversight on the Design, Development and Construction of the company’s Investment projects. He is an accomplished and results-oriented development and investment professional with over ten years experience in land use, entitlements, architecture, development and real estate investments with current fund management of $155M+ of Investments.

Prior to Beach City Capital, Mr. Muller worked with Ensemble Investments, LLC in Long Beach as a Development Associate Managing over $100M worth of private investment projects. Mr. Muller was traditionally trained as an Architect practicing design for 5 years, then went into land use and entitlements as a Project Manager for Southern California Land Use. He managed over $120M in entitlements, building permits, pre-development evaluations, and strategic planning for commercial, industrial, and residential real estate development. His experience in Real Estate Investments was strengthened with a wide range of professional practice after his Graduate Studies at USC and beyond.

Mr. Muller holds a Master in Architecture and a Graduate Certificate in Real Estate Development from the University of Southern California’s Price School of Public Policy. Video Resume: Click Here BCC Website: Click Here

https://www.youtube.com/watch?v=r8WpyNoIl0o&t=1s

https://www.beachcitycapital.com/


Managing Principal Beach City Capital, LLC 2014 - Present (4 year) Manhattan Beach

Mr. Muller is a Managing Principal for Beach City Capital, LLC and is actively involved in all aspects of Business Development, Investments and Project Management. He is an accomplished and results oriented development and project management professional with over eight years experience in Entitlements, Architecture, Construction, Structured Finance and Real Estate Development.

Completed Projects: 928 S. Juanita Ave (Redondo Beach), 411 W Franklin Ave (El Segundo) Burbank (Hampton Inn & Suites).

928 S. Juanita Ave 411 W. Franklin Ave Burbank (Hampton Inn)

Current Projects: 12757-12763 Mitchell Ave. (Mar Vista), 100 N. Catalina Ave (Redondo Beach), 1221 Hermosa Ave (Hermosa Beach), 1250 N. Fuller Ave. (West Hollywood), 935-937 15th Street (Hermosa Beach), 945 15th Street (Hermosa Beach).

12757 Mitchell Ave, Los Angeles 100 N. Catalina Ave, Redondo Beach

1221 Hermosa Ave Suite 101, Hermosa Beach 1250 N. Fuller Ave, West Hollywood

935 – 937 15th Street, Hermosa Beach 947 15th Street, Hermosa Beach


711 Pine Ave, Long Beach 937 – 947 Pine Ave, Long Beach

200 – 210 Grand Ave, El Segundo


Development Associate Ensemble Investments LLC 2015 - 2018 Long Beach

Managed large-scale hotel and mixed-use urban development.

• Projects: 186 Key Hyatt Place at the Paseo in Pasadena, 185 Key Hyatt Place in Emeryville,86 Unit Mixed Use project in Santa Cruz, 470 Units in Long Beach.

186 Key Hyatt Place at Paseo, Pasadena

86 Unit Mixed Use project in Santa Cruz

185 Key Hyatt Place in Emeryville

Magnolia and Broadway

Development Manager Vista Investments, LLC June 2014 - 2015 (9 months) El Segundo, CA

Managed all aspects of real estate acquisitions, development and investment management.

• Projects: Glendale Hampton Inn & Suites, 25 acre urban mixed use development in Longmont Coloradoand forward planning for assets in Sacramento, Los Angeles, Point Loma and Ventura California.

Glendale Hampton Inn & Suites Downtown Los Angeles


Project Manger Southern California Land Use 2011 - June 2014 (3 years) Redondo Beach, CA

Managed $120M in proposed entitlements, building permits, pre-development evaluations, strategic planning and business licenses for commercial, industrial and residential real estate development projects.

• Pre-development planning in Los Angeles, Malibu, Santa Monica, Culver City, South Bay and othermunicipalities.

• Creative office, industrial conversion and large-scale commercial and residential properties.

• Ground up development, tenant improvements, building permits, final inspection and certificate ofoccupancy support.

• Large and small lot subdivision, lot line adjustments, lot ties and California Coastal Commission.

• Projects: 100 Wilshire Blvd., 2230 Broadway, 3401 Expo, 357B Hayden Ave., 9950 Jefferson, 3249 LaCienega Blvd., 3107 La Cienega Blvd., and 6250 Hollywood Blvd. [Major Projects: Blackwelder, Los Angelesand Lantana, San Monica]

100 Wilshire Blvd.

357B Hayden Ave.

2230 Broadway

9950 Jefferson


Tramonto Blackwelder

Lantana Center Architectural Designer Stenfors Architects 2010 - 2011 (1 year) Los Angeles, CA

Collaborated on $45M in architecture design projects for UCLA Campus, high-end housing and commercial development.

• Design, construction documents, coordination and administration.

• 3D building information modeling, analysis and consultant coordination.

• Marketing team leader, responsible for the improvement of the company’s online presence by 60%.

• Projects: UCLA Hershey Hall, UCLA, Physical Geography Labs, UCLA Oral Cancer Research Center, UCLA Western Institute of Nanotechnology, UCLA Faculty Club, Photovoltaic Villa, Peru Loft Boutique and single family dwellings.

Physical Geography Labs UCLA Faculty Club


Project Manager ISAT Seismic Bracing 2009 - 2010 (1 year) La Miranda, CA

Managed a building information modeling team to coordinate seismic bracing layouts for suspended mechanical, electrical, plumbing and ire sprinkler systems for $500M in hospital and government project developments.

• Pioneered and managed a new workflow, which resulted in a 40% increase in overall productivity.

• 3D building information modeling, analysis and consultant coordination.

• Design engineering, construction documents, coordination and administration.

• Projects: Kaiser Fontana, Torrance Memorial, Cedars Sinai Beverly Hills and San Diego Federal Courthouse.

Architectural Designer The Jerde Partnership 2008 - 2009 (1 year) Venice, CA

Worked with a team of incredible Architects and Planners on large-scale architecture and urban design projects; $500M-$2B.

• Produced site analysis, site planning, programming, material development, scheme documentation,physical models using advanced techniques including laser cutting and 3D printing, 3D renderings ofexterior, interior spaces, fly through video clips, 2D plans, sections, elevations and complete designbooklets for initial schemes and presentations to major clients.

• Projects: World Market and Jewel Hotel in Dubai (United Arab Emirates), Entertainment District inBerlin, Germany, Retail District in Leeds, United Kingdom and the Trilliant Casino in Rosemont, UnitedStates.

Architectural Designer John G. Cataldo Architecture 2007 - 2008 (1 year) Pasadena, CA

Worked as a Junior Architectural Designer specializing in tilt up industrial and commercial buildings; $5M-$10M

• Provided production support: Construction Drawings, 3D renderings, Presentation Board’s, 2D-3D CAD,Plans, Sections, Elevations, on site Measurements and Permit Submittals.

• Held lunch time tutorials covering 3ds Max, 3D modeling in Autocad and Photoshop to employees forcompany employee development.


SOFIA ZAMORA Development Associate

Columbia Business School Master of Business Administration (MBA) Concentration in Finance and Real Estate 2016 – 2018

Worcester Polytechnic Institute Bachelor of Science (B.S.) Civil and Environmental Engineering 2006 - 2010

BACKGROUND AND EXPERIENCE Sofia Zamora is a Development Associate for Beach City Capital, LLC and is actively involved in all aspects of Due Diligence, Deal Analysis, Deal Structuring, Entitling, Designing, Permitting, Building, Operating and Disposing of the company’s Investment projects. She has real estate pre-development experience in Office, Residential, Retail and Industrial deals as well as five years of design and construction experience overseeing public and private projects as a structural engineer and owner’s representative.

Prior to joining Beach City Capital, Ms. Zamora worked at Hines, Los Angeles as an Acquisitions and Development Associate overseeing permitting, pre-construction and asset positioning strategy for mixed-use developments valued at $955M. Ms. Zamora also assisted in debt due diligence and asset management for industrial and office properties.

Ms. Zamora was traditionally trained as a Structural Engineer and practiced design and construction for five years leading a team of consultants in restorations valued at +$20M. After obtaining her engineering registration in Massachusetts, Ms. Zamora moved to New York City to complete a master’s in business administration at Columbia University. Ms. Zamora focused her degree in capital markets, corporate finance, real estate investments and leadership.


Development Associate Beach City Capital, LLC 2019 - Present -Hermosa Beach

Sofia Zamora is a Development Associate for Beach City Capital, LLC and is actively involved in all aspects of Due Diligence, Deal Analysis, Deal Structuring, Entitling, Designing, Permitting, Building, Operating and Disposing of the company’s Investment projects.

Current Projects: 12757 Mitchell Ave (Mar Vista), 100 N Catalina (Redondo Beach), 711 Pine Ave (Long Beach), 937 Pine Ave (Long Beach).

12757 Mitchell Ave, Los Angeles 100 N. Catalina Ave, Redondo Beach



Associate - Acquisitions & Development Hines, Limited Partnership 2018 – 2019, Los Angeles

Oversaw permitting, pre-construction, value engineering and asset positioning for large scale mixed used projects. Managed consultants, payments, budgets and schedules. Assisted with due diligence and asset management.

• Projects: West Edge (West Los Angeles), 5407 Wilshire (Mid-Wilshire), Raceway Industrial Park (North Las Vegas), US Bank Tower – Lobby Renovation (DTLA)

5407 Wilshire Blvd, Los Angeles 12101 W Olympic Blvd, Los Angeles 5785 N Hollywood Blvd, Las Vegas US Bank Tower – Lobby, Los Angeles


Development Summer Associate UDR Inc. 2017 - 2017 Denver, CO Underwrote potential multi-family investments valued at $281M, issued recommendations for development projects in California and Washington State. Analyzed competitive landscape and drafted strategy plan for short term residential leases across their entire US portfolio.

Projects: Ashton at Dublin Station (Dublin, CA), The Olivian (Seattle, WA)

The Ashton at Dublin Station, Dublin, CA

The Olivian, Seattle, WA


Project Manager – Structural Engineering CBI Consulting Inc. 2013 - 2016 Boston, MA

Oversaw building forensic inspections, design of restoration and repairs, development of construction documents, bidding to contractors, construction and project wrap-up and return to operations.

Projects: The Godfrey (Boston, MA), Lynn Classical High School (Lynn, MA), Lynn City Hall, Malden State Senior Housing, Lafayette City Center (Boston, MA).

The Godfrey, Boston, MA

Classical High School, Lynn, MA

Lafayette City Center, Boston, MA Staff Engineer - Structures Weston & Sampson Engineers 2011 - 2013 Foxboro, MA

Assisted structural engineering team with design of new public facilities and inspections of public infrastructure. Led property surveys for construction plans and ran water inspections for Arlington and Watertown.

Led training and implementation of company transition into REVIT. I organized training lunches in MA.


JONATHAN ROCCA Acquisitions

San Diego State University Bachelor of Science (B.S.)

Concentration in Finance and Real Estate 2001 - 2004

BACKGROUND AND EXPERIENCE Jonathan Rocca is an Acquisitions Director for Beach City Capital, LLC and is actively involved in all aspects of Prospecting, Negotiations, Due Diligence, Deal Analysis, Deal Structuring, and Land Use of the company’s Investment projects. He has real estate pre-development experience in Multifamily and Mixed Use Residential and Retail deals as well as holding a California Real Estate Broker’s License.

Prior to joining Beach City Capital, Mr. Rocca worked at a family run boutique development firm, Rocca Development as Managing Director overseeing business development, acquisitions, and pre-construction positioning strategy for mixed-use developments valued at $50M. Mr. Rocca began his career as an Associate of Acquisitions for notable homebuilders, New Urban West Inc. and John Laing Homes. Mr. Rocca is a graduate from San Diego State University with a degree in Real Estate Finance.


Acquisitions Beach City Capital, LLC 2019 - Present -Hermosa Beach

Jonathan Rocca is an Acquisitions Director for Beach City Capital, LLC and is actively involved in all aspects of Prospecting, Negotiations, Due Diligence, Deal Analysis, Deal Structuring, and Land Use of the company’s Investment projects.

Current Projects: 711 Pine Ave (Long Beach), 937 Pine Ave (Long Beach).


Managing Director – Acquisitions & Development Rocca Development, Inc. 2016 – 2019, Los Angeles

Oversaw business development, acquisitions, and pre-construction positioning strategy for mixed-use developments valued at $50M.

Projects: 17-unit small lot subdivisions (Glassell Park), 22-unit multifamily (Van Nuys)

17-unit small lot subdivision, Glassell Park, Los Angeles 22-unit Multifamily, Van Nuys


FAITH O’MALLEY Development Coordinator

California State University, Long Beach Bachelor of Arts in Design

2013 - 2017

Lorenzo de’ Medici Architecture & Sustainable Design

2016

BACKGROUND AND EXPERIENCE Faith O'Malley is a Development Coordinator for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Entitlement, Development, and Disposition. With focus on Project Management, Faith spearheads construction management, land use, strategic planning, bank coordination, and design development.

Prior to Beach City Capital, Faith worked as an Architectural Design Associate overseeing dozens of projects at a time. Faith was responsible for custom residential builds which she managed from schematic development through construction and project close out. Her knowledge of architecture, construction management, value engineering and client management ensured successful development and high-quality finished projects.


Development Coordinator Beach City Capital, LLC (2019 – Present) Hermosa Beach, CA

Faith is a Development Coordinator for Beach City Capital, LLC and is involved in the Development of the company’s Investment projects. With a focus on Project Management, Faith spearheads construction management, land use, strategic planning, bank coordination, and design development.

Current Projects: 935-937 15th Street (Hermosa Beach), 945 15th Street (Hermosa Beach), 1250 N. Fuller Ave. (West Hollywood), Local Collaborative - 1221 Hermosa Ave. (Hermosa Beach)

935 – 937 15th Street, Hermosa Beach 947 15th Street, Hermosa Beach

1221 Hermosa Ave Suite 101, Hermosa Beach 1250 N. Fuller Ave, West Hollywood


Design Associate Norman Design Group 2018 - 2019 (1.5 year) Torrance, CA

Worked with a team of Architects and Designers on custom residential builds; $5M-$10M

• Produced Construction Drawings, 3D renderings, Presentation Board’s, Plans, Sections, Elevations, on-site Measurements and Permit Submittals.

• Design Management, construction scheduling, estimating, and client management

• Develop bid packages with project scope and allowances

• Design, construction documents, coordination and administration.

• Projects: 85 Laurel, 233 Anderson, 17 Celeste, 6 Williamsburg, 218 Anderson, 1185 Parkview, 36Pacifica Del Mar, 922 E Street, 3701 Via Valmote, 27657 Peninsula, Sixth, Calle Viento, Middleridge

1185 Parkview Sixth


MARIA PEREZ Development Coordinator

University of Navarra (Spain) Master’s Degree in Architecture and Urban Planning 2014

BACKGROUND AND EXPERIENCE Maria Perez is a Development Coordinator for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Entitlement, Development, and Disposition. With a focus on acquisitions, Maria spearheads land use, entitlement management, and construction management. Maria acts as a liaison between managing principals and associates to ensure project delivery is on schedule and within budget.

Originally from Spain, Maria Perez brings a European flair to Beach City Capital, LLC. Maria possesses extensive multidisciplinary experience in Real Estate, Construction, Architecture and Interior design. Upon graduating in 2014 from Universidad de Navarra, she started working in London (United Kingdom) for Orproject Architects. After moving back to Madrid (Spain), Maria joined Fanstudio Architects and later continued her career working for Engel and Voelkers, advising Real Estate Investment Funds on acquisition of Real Estate properties.

Mrs. Perez graduated from Universidad de Navarra (Spain) with special distinction in Architecture and Urban Planning.


Development Coordinator Beach City Capital, LLC 2018 - Present (1 year) Manhattan Beach

Development Coordinator for Beach City Capital, LLC and actively involved in all aspects of Acquisition, Entitlement, Development, and Disposition. With a focus on acquisitions, Maria spearheads land use, entitlement management, and construction management. Maria acts as a liaison between managing principals and associates to ensure project delivery is on schedule and within budget.

Completed Projects: 928 S. Juanita Ave (Redondo Beach), 411 W Franklin Ave (El Segundo)

928 S Juanita Ave, Redondo Beach 411 W. Franklin Ave, El Segundo 928 S. Juanita Ave, Redondo Beach 411 W Franklin Ave, El Segundo Current Projects: 1221 Hermosa Ave (Hermosa Beach)

1221 Hermosa Ave Suite 101, Hermosa Beach

Project Manager Serporla Investments LLC 2014 - 2018 Madrid (Spain)

Managed apartment acquisitions, construction management and property management for a family portfolio in Madrid (Spain).

Real Estate Consultant Engel and Voelkers MMC 2015 - 2018 Madrid (Spain)

Advised Real Estate Investment Funds on acquisition of Real Estate properties in Barcelona and Madrid (Spain).


Architect Fanstudio Architects 2015 Madrid (Spain)

Collaborated on $5M architecture residential projects for high-end housing and commercial development in Madrid (Spain).

Residential Projects Loft Renovations

Architectural Designer Orproject Architects 2014 London (UK)

Worked as a Junior Architectural Designer. Provided construction support in residential projects in the UK and Italy.

KYLE JULIER Development Analyst

San Diego State University Bachelor of Science (Finance)

Minor (Marketing)

BACKGROUND AND EXPERIENCE Kyle is a Development Analyst for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Investor Relations, Development, and Marketing. Kyle is a graduate of San Diego State University, holding a Bachelor’s degree in Finance and a minor in Marketing.

Kyle is an experienced Account Manager with a demonstrated history of working in the accounting/finance industry as well as the sales industry. He previously worked at Aaron & Tallman, a boutique accounting firm who manages all the finances and accounts for various restaurants and wineries in the Los Angeles county. Kyle has made the transition into the real estate development and investments world and has aspirations of becoming a successful analyst/project manager working in Real Estate Finance.

Development Analyst Beach City Capital, LLC March 2019 – Present (6 months) Hermosa Beach, CA

Mr. Julier is a Development Analyst for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Investor Relations, Development, and Marketing. He is detail-oriented and overly committed team member with experience in finance, accounting, marketing, and sales, and he works directly with each of the Project Managers while also handling investor relations and investment documents.

Projects: 928 S. Juanita Ave (Redondo Beach), 411 W. Franklin Ave (El Segundo), 1221 Hermosa Ave (Hermosa Beach)

1221 Hermosa Ave, Hermosa Beach CA 928 S. Juanita Ave, Redondo Beach, CA

Staff Accountant Primal Kitchen September 2018 – December 2018 (4 months) Oxnard, CA

Handled the accounting at the corporate headquarters office and worked directly with management to ensure timely processes and help develop and implement improved in-house systems.

Account Manager Aaron & Tallman June 2016 – June 2018 (2 years) Newbury Park, CA

Managed all aspects of financing and accounting for 10 separate accounts across the Los Angeles and Ventura counties. Worked directly with business owners, analysts, third party vendors, account managers, and accountants to manage each account and systematically reconcile finances and foster an increase in profits.

• Projects/Clients: James Beach (Venice), Canal Club (Venice), Cielo Winery (Malibu), Trejos Tacos (LosAngeles), Stout Enterprises (Santa Monica, Hollywood), Union (Pasadena)

Canal Club, Venice CA Cielo Winery, Malibu CA


Joseph Alarab Development Intern

University of Southern California Bachelors in Real Estate Development 2016 - 2020

BACKGROUND AND EXPERIENCE Joe Alarab is a Development Intern for Beach City Capital, LLC and is actively involved in all aspects of of the company’s Investment projects. He works directly with the Project Managers in assisting them with every part of their job. He is currently a Senior at the University of Southern California where he is majoring in Real Estate Development.

Prior to Beach City Capital, Joe Alarab lived and worked in Dallas, Texas for one of the top Private Homebuilding firms in the country, Bloomfield Homes. As Assistant Superintendent, Joe conducted divisional reporting to corporate offices in Fort Worth, highlighting and tracking growth in the local area to the land acquisition team. He analyzed blueprint drawings to gain approval from HOA zoning regulators in the Heartland Community as well as performed mark ups on open frame builds to display future installments. Joe also collaborated with clients in design meetings and facilitated final walkthrough’ with clients to articulate functions of appliances and homeowner maintenance practices.

Mr. Alarab is on schedule to receive a Bachelors degree in Real Estate Development from the University of Southern California’s Price School of Public Policy.


Development Intern Beach City Capital, LLC August 2019 - Present

Mr. Alarab is a Development Intern at Beach City Capital and is actively involved in all projects. He assists the Project Managers and works directly with the Development Team. He discovered Beach City Capital through the USC network, and was hired in the early summer and has been continually working while finishing his senior courses.

Assistant Superintendent Bloomfield Homes LLC 2018 Dallas, Texas

At Bloomfield Homes, Joe conducted divisional reporting to corporate offices in Fort Worth, highlighting and tracking growth in the local area to the land acquisitionist. He analyzed blueprint drawings to attain approval by HOA zoning regulators in the Heartland Community as well as performed mark ups on open frame builds to display installments for window and door contractors. Joe also collaborated with clients at design meetings and facilitated final walk through’s with clients to articulate functions of appliances and homeowner maintenance practices.

Project Purchaser HECO Pacific Manufacturing 2017 Union City, Ca

At HECO Pacific Manufacturing, Joe Optimized budget efficiency by acquiring and comparing quotes on materials from contractors and analyzing engineer approved drawings to queue materials. He researched new projects by traveling to off-sites to inquire and inspect on job opportunities, reporting back with dimensions of project to engineers to assist in quantifying plausibility and timeframes of new project. He also managed inventories by receiving mass material orders and organizing them.

Post-Closing Dept. Intern Alameda Mortgage Corporation 2016 Danville, Ca

At Alameda Mortgage, Joe coordinated closely with post-closing group to ensure the protection of customer personal information and secure their mortgage loan into the company systems. He proposed going paperless to maximize office space use, resulting in the upload of hundreds of mortgage loans which opened an entire new office space as well as implementation of this strategy at another local office. He also orchestrated and headed the new intern training, creating a framework to guide the new interns on the functions and responsibilities of the job.


MATTHEW STEWART Board Member and Capital Markets Advisor - HFF

University of Southern California Master in Business Administration (MBA) Real Estate and Finance

United States Air Force Academy Bachelor of Science

Systems Engineering Management

BACKGROUND AND EXPERIENCE Matthew Stewart is a Capital Markets Advisor for Beach City Capital and a director in the Los Angeles office of JLL Capital Markets, Americas. He is an accomplished and results-oriented development and investment professional with years of experience in Real Estate and Finance.

Through agreements, Mr. Stewart joined JLL as part of the HFF acquisition and is primarily responsible for the origination and execution of both debt and equity placement transactions for all property types throughout the United States. Before that he received his MBA from the University of Southern California (USC) with a concentration in real estate finance. Prior to USC, he was a captain in the United States Air Force, where he served as a launch systems integration program manager. During his time in the Air Force, Matthew led a team of 100+ people and was responsible for the cost, scheduling and performance of the launch component of a $4 billion national defense satellite program. He also serves as an adjunct professor in the Sol Price School of Public Policy at the University of Southern California.


GREG CULLEN Board Member – Business and Construction

Harvard Business School Master of Business Administration (MBA)

BACKGROUND AND EXPERIENCE Greg Cullen is a Board Member for Beach City Capital, LLC and is actively involved in all aspects of Deal Creation, Business, Bank and Partner Relations. With a focus on Executive Oversight on the Design, Development and Construction of the company’s investment projects, he is an accomplished and results- oriented development and investment professional with over twenty years experience in construction, investments and real estate development.

Through agreements, Mr. Cullen is also working with and the founder of Harvard Investment Group, and numerous other affiliated investment and development companies. Mr. Cullen’s companies were founded to acquire real property and financial instruments, develop land, rehab distressed properties and make direct investments in real estate projects. In addition, Mr. Cullen is the manager and controlling shareholder of companies that provide construction, mortgage and real estate brokerage and education/ consulting services.

Prior to founding Harvard Investment Group, Mr. Cullen served as Vice President for ING Capital Corporation, a Dutch Investment Bank, which made direct equity and debt investments. During Mr. Cullen’s tenure, he was the lead transactor in over $215 million in real estate and mortgage pool transactions. Prior to ING Capital Corporation, Mr. Cullen spent four years with Citicorp in their real estate investment bank and lending group.

Mr. Cullen graduated with a Master’s Degree in Business Administration from the Harvard Business School in 1989. His emphasis there was on real estate. He graduated with honors from Rose Hulman Institute of Technology in 1985, where he received a Bachelor’s Degree in Mechanical Engineering. Mr. Cullen is a highly sought-after speaker and considered to be an expert in the fields of real estate, finance, negotiations and value creation. Mr. Cullen is the current President of the Harvard Real Estate Alumni Organization.

BEACH CITY CAPITAL MANAGEMENT

beach city capital management · 2019-10-15 · beach city capital reviews deals in coastal...

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