BOARD OF ADVISORS
SELF-DIRECTED IRA EXPERT
Theresa started with Midland in January 2006 working in the
1031 exchange department. In October of 2009, Theresa earned her CES® (Certified Exchange
Specialist) designation. In December of 2012, Theresa earned her CISP® (Certified IRA Service
Professional) designation. Over the last 13 years, she has been working one on one with investors and
their teams on a variety of transactions involving either 1031 exchanges or purchasing real estate with
Kim Lisa Taylor
Kim Lisa Taylor is a nationally recognized corporate securities attorney and best selling author. She is the founder of Syndication Attorneys, PLLC, a Florida based law firm that provides Securities Offering Documents and Investor Marketing Materials for clients nationwide. She appears in the Top 100 People in Finance Magazine (Spring 2020) and is listed in Marquis Who’s Who.
Grace is a Commercial Insurance Producer with George L Brown Insurance, an agency, based in San Clemente, CA. Established in 1941, the agency works with the nation’s top-rated insurance carriers to find the right fit for your investment. She began her career in commercial insurance in 2010 and has a property management background of over 17 years. Grace understands the needs and concerns of property owners and investors. Her clients have confidence in partnering with an experienced commercial insurance professional who can provide a more personal approach.
REAL ESTATE PROFESSOR
Suzanne is real estate attorney, professor, broker and women’s investment advocate. The U.S. Department of State appointed Suzanne to its Fulbright Specialist Roster as an Expert in Real Estate.
Suzanne teaches real estate law and development at Florida International University, where she has been teaching for over 10 years. She taught real estate courses in New York at NYU Schack Institute of Real Estate. She authors the blog www.professorrealestate.com providing real estate education to nations and investors to make smarter real estate decisions. In addition to her Teaching Professor role, Suzanne is Director of Professional Development for FIU’s University-wide Office to Advance Women, Diversity & Equity.
TAX & OPPORTUNITY ZONES EXPERT
Jamie Pope, Business Development Director for Engineered Tax Services, Inc., specializes in national client development, relationship management and strategic direction. Mr. Pope has worked with high net worth individuals and advisors on tax strategies for over 30 years. Having worked at a commercial bank, trust company and investment bank, he has been part of the evolving tax code that has provided opportunities for clients and businesses with tax challenges.
MARCUS & MILLICHAP DIRECTOR
Elizabeth is the Director of the National Multi Housing Group of Marcus & Millichap, specializing in the multifamily market. Ms. Davis has worked with institutional and large private capital real estate clients for more than 20 years in the areas of brokerage and development strategy.
In 2016, Ms. Davis sold the largest apartment asset to-date in Portland's urban core and is one of the most successful land brokers in the area. In 2014, she was honored as one of Real Estate Forum's national "Woman of Influence".
MULTI-FAMILY SPECIALIST BROKER
Kiran Dhillon is a Broker Associate at Keller Williams Commercial Pasadena, specializing in multifamily investments in the greater Los Angeles area. Prior to starting her commercial real estate career, Kiran was a litigation attorney who vigorously defended her clients’ rights. Now, Kiran brings those same skills that brought her success in the courtroom to her real estate transactions, ensuring that her clients’ interests are protected and their investment returns maximized.
Kiran received her B.A. from Occidental College and her J.D. from the University of Southern California, Gould School of Law.
Leah graduated summa cum laude from UNLV's law school in 2002. Following her graduation from law school, she immediately began employment at Lionel Sawyer & Collins, at the time the largest law firm in the state.
In 2011, Leah made the choice to establish her own firm. She brings to her firm many years of experience in all areas of business law, including preparing formation documents; drafting operating and shareholder agreements, partnership agreements, purchase and finance agreements, leases, surrender agreements, non-compete and non-disclosure agreements, and employment agreements; contract litigation; shareholder derivative suits; business dissolutions; and appellate matters.
SENIOR VICE PRESIDENT, CAPITAL ONE MULTIFAMILY
Kristen has 23+ years of experience handling acquisitions and refinances on properties nationwide. During that time, she has drawn on a variety of loan programs including Fannie Mae, Freddie Mac, FHA, balance sheet, bridge, life company and CMBS executions. She has also worked with a broad range of loan structures, including fixed and floating rate debt, tax-exempt bonds, construction loans, and credit facilities. She has originated in excess of $9 billion in multifamily loans since 2005.
BUSINESS DEVELOPMENT OFFICER
Lucas Sceranka joined Enterprise Funding Corporation in 2012, providing SBA 504 financing for owner-occupied businesses. Enterprise Funding Corporation, a non-profit, certified development company, has served the Southern California area since 1983. The SBA 504 loan program allows for owner-occupied businesses to take advantage of low down payments, low out-of-pocket costs, and low interest loans with rates fixed for up to 25 years. Having family that settled in Rancho Cucamonga over 100 years ago, Lucas has a deep appreciation of and familiarity with the Inland Empire. For more information about Enterprise Funding Corporation and ways to get in touch, please go to www.efc504.com.
BUSINESS DEVELOPMENT DIRECTOR
As the Business Developer Director at Saiful Bouquet Structural Engineers, Nhung works alongside the CEO and CFO in identifying new opportunities that will increase revenue in the company. Her passion is to develop new partnerships and build relationships that last a lifetime. As a firm, they strive to make creativity a reality by thinking outside the box to help all parties involve save time and money. For more information on Saiful Bouquet please visit their website www.SaifulBouquet.com. For project inquiries or new business opportunities please contact Nhung directly.
VICE PRESIDENT, COMMERCIAL BANKING
Dana De Filippo-Kroeze is a Relationship Manager with U.S. Bank’s Commercial Banking Group in Ontario/Inland Empire. Dana has over 25 years of experience working with business owners to help them obtain financing and provide solutions to help improve their business efficiencies. Dana is an expert in Commercial Real Estate Lending, Treasury Management Solutions, SBA Lending and Equipment Financing. Dana has funded over $100MM+ in loans during her career with some of the top banks in the world. Her success is attributed to customer-centric approach. First, seek to understand the unique needs of clients; and second, to provide customized lending and banking solutions to match those needs.
Sarah has been working in the real estate industry for over 15 years and worked her way up the ranks before venturing out on her own. Having experience in accounting, financial services and operations management in construction and property management companies has provided a wealth of experience to manage even the most complex properties. Throughout her career her portfolio has consisted of a mix of office, medical office, industrial, retail and large master planned R&D, hospitality and multifamily developments.
Marlene Allen Murray
Ms. Allen is Senior Counsel for Gresham, Savage, Nolan & Tilden. Her professional practice includes all aspects of litigation (including business, commercial, real estate and general), receivership law, environmental law, water law, employment law, corporate, banking, insurance coverage and defense, bankruptcy (creditor), appellate advocacy, estate planning, probate, and trust litigation. Marlene has extensive trial experience and has argued several cases before the Court of Appeal. She has served as a Judge Pro Tem in both Riverside County (Corona, Moreno Valley, Indio and Riverside) and in Orange County, and currently serves as a mediator for the Court of Appeal. She is “AV” rated by Martindale-Hubbell* and has been admitted to practice in the United States Supreme Court, the Ninth Circuit Court of Appeal, and all United States District Courts of California.