Advisor Team Profiles
Robert E. Lee, MBA, CCIM
Principal & Managing Partner
Work Summary
After moving to California as a business process and outside sales consultant for a fortune 500 company (Lexmark International, A Spin off of IBM) in 1999, Lee pursued commercial real estate as an investment broker and advisor with Sperry Van Ness (SVN). While at SVN Lee gained valuable hands on experience while learning the dynamics of all four of the major real estate investment types (Apartments, Office, Industrial, and Retail). Lee partnered with a senior advisor and managed a team of other junior agents in their investment activities. In 2007 Lee was recruited by Colliers International along side a few other experienced professionals to launch the Private Capital Advisors (PCA) Platform with for the multi-housing product team. This was the first effort for Colliers Intl. CMN to create a private capital platform similar to CBRE’s private client group. Lee’s direct report acted as a founder of both platforms. After the credit crunch in the fall of 2007, Lee worked with Colliers and Cohen Financial to create a strategy and business plan to integrate the capital markets and investment sales team.
In the spring of 2008 the integration effort was stalled due to the market and Lee decided to accept an opportunity as Vice President of Capital Markets for a Dallas based real estate private equity firm. In his role as Vice President of Capital Markets Mr. Lee was in charge of raising private equity from individual accredited investors and wealth management firms to provide private equity to developers and sponsors all over the country. The was soon found to be undercapitalized and conducted layoffs in late August of 2008, motivating Lee to form his owned consulting practice SIG Equity Partners, LLC (SIG).
SIG (Strategic Investment Group) is a fully diversified real estate investment and consulting firm that is designed to assist high net worth investors and companies in the acquisition, disposition, syndication and raising of private equity for commercial real estate opportunities with a focus in the multi-family arena. SIG has also been increasingly assisting lender and banks with the valuation, stabilization, and disposition of REO and Distressed commercial real estate projects across the country.
Lee partners with a strategic advisory team that consists of CCIM’s, CRE’s, and other brokers and developers around the country to source, syndicate ,and finance multi-family and other product types that have a value-added component. Lee has obtained the CCIM (certified commercial investment member) designation and obtained an MBA from Pepperdine University’s prestigious Graziadio School of Business & Management in 2006 with an emphasis in entrepreneurism and finance. Lee also has developed and managed his own small portfolio of student housing units in the south eastern region.
Industry Involvement
Mr. Lee is a 2006-2007 graduate of NAIOP’s Young Professionals Group (YPG). In addition to his involvement in NAIOP, Mr. Lee is very active in the Certified Commercial Investment Members Institute (CCIM), and served as President for the Greater Southern California CCIM Chapter and was accepted to the Jay Levine Leadership Academy in 2009. Lee is also currently serving as Chair of Pepperdine University’s Graziadio Alumni Network for the Los Angeles area, and plays and active role in his community serving on the board of Leadership Manhattan Beach which engages in civic and philanthropic activities. Lee is actively involved in the Southern California Commercial Real Estate Industry in many regards.
Education and Designations & Leadership
- Pepperdine University- Graziadio School of Business; (MBA) Masters in Business Administration Management, Finance /Entrepreneurship emphasis
- Eastern Kentucky University; Bachelor of Business Administration-Marketing Major; (CCIM) Certified Commercial Investment Member
- California Licensed Real Estate Broker
- CCIM (Certified Commercial Investment Member) Designee
- 2008 President of Greater Southern California CCIM
- 2009 Candidate of the National CCIM J.W. Levine Leadership Academy
- Graduate of 2006-2007 NAIOP YPG Program
- 2008-2009 Chair for the Pepperdine Graziadio Alumni Network
- Graduate and Board member of Leadership Manhattan Beach
- Executive Leadership- LA Sigma Chi Fraternity Alumni Association
- Mentor and Leadership Advisor for Loyola Marymount and UCLA student organizations.
- Series 22 and 63 securities licensed
- Member Manhattan Beach Young Professionals Group
- Commercial Team Leader for Keller Williams Commercial LA Team
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Kevin Carter, CCIM, MBA
Real Estate Portfolio Planning Advisor
Kevin Carter founded Carter Commercial Group in 2002 to assist private investors, trustees and family partnerships to grow and protect real estate holdings across generations. Mr. Carter draws on nearly two decades of personal and professional experience in investment real estate sales, leasing, and property management to guide clients in making informed real estate decisions at a portfolio and property-specific level.
Working closely with attorneys, tax professionals, and financial planners, Mr. Carter guides high net-worth individuals through the proper structuring and balancing of real estate holdings to support each client’s financial goals and requirements.
Key Services Provided:
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Financial Analysis of Individual Properties and Portfolios Structuring Real Estate Holdings for Estate Planning and Wealth Transfer
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Lease Analysis, Market Forecasting & Financial Modeling (“What If” Scenarios)
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Partial Interest Real Estate Valuations & Partnership Buy-Outs
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Tax-Deferred 1031 Exchanges
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Tenant-In-Common (TIC) Investment Analysis and Buyer Representation
Education and Designations
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Master in Business Administration, Alliant University, 1993
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Bachelor of Science in Real Estate, San Diego State University, 1990
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Certified Commercial Investment Member (CCIM)
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California Real Estate Broker
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2009 President Greater Southern California CCIM
William Hugron, CCIM, SIOR, CIPS, CPM, CSM, RPA
Commercial Real Estate Investment Advisor
William Hugron has been in commercial real estate for over 30 years. 10 years in property management, 12 years in asset management, and the remainder in commercial brokerage. Throughout his career besides performing property management and asset management functions he always was involved in leasing, acquisitions and dispositions of commercial properties in the Western United States. He has held senior positions with the following institutions Citicorp, Cal Fed, August Financial, VOIT Property Management, Charles Dunn Company and Ashwill Associates. He is an active broker and partner of the Ashwill Associates Newport Beach office in Southern California. He currently specializes in office, industrial, retail and land for lease and sale in Southern California. He has a strong commercial leasing, strategically repositioning properties, property management, asset management, and real estate consulting and development background. He is frequently quoted in professional real estate magazines and teaches and speaks regularly on topics in commercial real estate.
Education and Designations
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Masters in Business Administration, University of Redlands
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Bachelors of Science in Business Administration, Pepperdine University
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Certified Commercial Investment Member (CCIM)
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Society of Industrial and Office Realtors (SIOR)
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Certified International Property Specialist (CIPS)
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Certified Property Manager (CPM)
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California Real Estate Broker
Stuart Hardy, PhD, MA
Development Consultant and Real Estate Economist
Dr. Stuart Hardy has over 22 years of corporate consulting, business development and real estate experience. As a consultant, real estate economist and California licensed real estate broker, Dr. Hardy provides his expertise in land use, real estate development and project financing to private investors, developers and multinational corporations.
He serves in an advisory role as the Chief Strategy Officer for Seattle based Alekson Development Group LLC where he is responsible for identifying new markets and areas within those markets for the acquisition and development of mixed-use high-rise, hotel and supermarket properties.
Key Services Provided
Dino Champagne
Tax Deferred Exchange & Qualified Intermediary Advisor
Dino Champagne joined Asset Preservation, Inc. (API) in 2002 as Division Manager serving Los Angeles, Riverside and San Bernardino counties. Her responsibilities include business development, client relations and providing educational seminars on all aspects of tax deferred exchanges. Prior to joining API she spent 14 years as a commercial broker handling sales and lease negotiations, and was a commercial lending officer for a major bank for 15 years. Ms. Champagne has facilitated over 600 accredited seminars on IRC Section 1031 tax deferred exchanges throughout Southern California to real estate professionals, CPAs, attorneys, escrow officers and investors. Her presentations are in-depth, practical and include many real-life scenarios to illustrate the potential strategies and pitfalls a practitioner or investor might encounter when dealing with this section of the tax code and other related code sections. Additionally, she has been a speaker at various associations and at the California Association of REALTORS and California Escrow Association annual statewide conventions.
Dino’s professional affiliations include Commercial Real Estate Women (CREW), International Council of Shopping Centers (ICSC), Certified Commercial Investment Member (CCIM), California Escrow Association (CEA), Realty Investment Association of California (RIAOC), Los Angeles Bar Association - Real Estate Section, Federation of Exchange Accommodators (FEA) and serves as a faculty member for Lorman Education. Asset Preservation, Inc. (API) is a subsidiary of Stewart Title Company. API is a respected national leader in the IRC §1031 “Qualified Intermediary” industry, efficiently facilitating over 130,000 exchanges throughout the United States. API’s Attorneys, CPA’s and Senior Exchange Counselors are available to process exchanges from standard delayed exchanges to complex reverse and improvement exchanges. Our Commercial Division was created specifically to provide the added service required to deal in complex commercial, multi-site transactions and work with Fortune 100 companies.
Gene Trowbridge, JD, CCIM
Legal & Real Estate Consultant
Gene Trowbridge, JD, CCIM, has been in the commercial and investment real estate business since 1972. Through his own firm, Trowbridge Equity Group, Inc., he provides legal and real estate consulting services to individuals and corporations specializing in group sponsorship of commercial and investment real estate. He is a member of the California Bar and his law practice is limited to matters concerning such syndications. He has staged live workshops on group ownership, exchanges and taxation that have been presented across the country. His articles have been published in various real estate publications. He is a frequent speaker on the subject of real estate group ownership at local, state and national real estate conventions.
Trowbridge has hands-on experience in the syndication business, being the sponsor of 16 investment groups where he raised equity from investors through the NASD broker dealer community. He was also responsible for the organization of these investment groups, the acquisition, management and disposition of the real estate, and communication with investors.
Awarded the CCIM designation in 1977, Gene has served as a distinguished and popular member of the CCIM faculty since 1979. In 2002, he was presented with the Robert L. Ward Instructor of the Year Award from the CCIM Institute. He was the 2005 recipient of the Victor L. Lyon Distinguished Service Award of the CCIM Institute. He has served three times as the President of the Southern California CCIM Chapter. In 1991, Trowbridge was Chairperson of the Group Investment Committee of the National Association of Realtors. It's a Whole New Business, has become the definitive and essential text on creating and sponsoring real estate investment groups.
Gene offers legal and real estate services to his group investment clients that include the formation of the legal entity chosen and the complete preparation of a Private Placement Memorandum.
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