Lee Multifamily Advisory Senior Leadership Team

National Director (CA)

National Director, Lee Multifamily Advisory Group

Email: wberzack@lee-re.com
Office: 818-986-9800 | Direct Line: 818-933-0350
Lic #: 01329015

Biography

Warren Berzack leads the Lee & Associates multifamily practice locally and internationally as National Director of its Multifamily Advisory Group, headquartered in Los Angeles at Lee & Associates-LA North/Ventura Inc.

Mr. Berzack is repeatedly ranked of the top 50 agents in the nation* and has sold in excess of $2 billion of investment assets. With over 20 years of multifamily, retail and land sales experience, he has successfully closed over 500 transactions and negotiated sales in over 26 states for a large and diverse client base. One of Southern California’s top producers, Mr. Berzack maintains particular expertise in the apartment sector and is a seasoned authority on 1031 Exchanges and Triple Net, management-free investment strategies and sales.

As National Director of Lee & Associates’ Multifamily Advisory Group, Mr. Berzack is responsible for directing multifamily efforts throughout the Lee organization nationally and internationally, including developing an international platform, infrastructure and recruiting.

Mr. Berzack is also President of his specialty group, Berzack Investment Property Advisors, a highly accomplished team of top investment real estate professionals.

Career History / Professional Recognition

Mr. Berzack is repeatedly named one of the Top 50 in the Nation for commercial real estate professionals* by Real Estate Forum, identified as “the cream of the crop” and “on the path for stardom in the commercial real estate arena.” He was also chosen two years in a row for each of these illustrious honors: “Tomorrow’s Leaders of Southern California” from Real Estate Forum, the “30 Under 30” Award from Real Estate Southern California and the “Top Gun” Award (#3 broker in the nation) from GE/Trustreet Properties. Mr. Berzack is the #1 multifamily agent at Lee & Associates and has consistently ranked as one of the top agents at his respective firms since his first year in the business.

Mr. Berzack joined Lee & Associates in 2011 and quickly rose the ranks, becoming its top multifamily agent, serving on its Board of Directors since 2013, and named National Director of its Multifamily Advisory Group in 2016. At his previous firm, Mr. Berzack was a Vice President, where he ranked among the top agents for 10 consecutive years. During that time, he founded Berzack Investment Property Advisors, which readily became a highly successful group with decades of combined experience and a laudable track record. Beyond brokerage, he is the founder and leader of Captains of Industry Association, an elite networking group of highly successful real estate principals in Southern California. In his private life, Mr. Berzack is actively involved in several philanthropic efforts.

Education/Associations

Board of Directors | Lee & Associates-LA North/Ventura (2013-present)
Founder & Leader | Captains of Industry Real Estate Association (2014-present)
Member | Apartment Owners Association
Member | National Multifamily Housing Committee

University of California at Santa Barbara, Santa Barbara, CA, B.A. in Law and Society

Recent Transactions

Sale:  Price not disclosed-Park Anza, Vista & Yukon Portfolio; Torrance, CA; 506-unit multifamily

Sale: $15,150,000-FountainGlen at Sunnyside; San Dimas, CA; 164-unit multifamily

Sale: $14,150,000-Garret Creek Center; Owasso, OK; mixed use development

Sale: $12,200,000-Villa Las Flores, 53-unit community in Monrovia, CA

Sale: $11,831,000-Property Portfolio consisting of 74 units; Los Angeles, CA

Sale: $10,847,000 San Fernando Valley Portfolio of 3 properties totaling 66 units in Burbank and Sun Valley, CA

Sale: $9,225,000-Terraces at the Lake, Lake Balboa, CA; 52-unit multifamily

Sale: $8,450,000-Peyton Apartments, Burbank, CA; 30 unit multifamily

Sale: $8,360,000-Oak Knoll Apartments, South Pasadena, CA; 29-unit multifamily

Sale: $8,300,000; Lawler Street Apartments, 26-unit apartment community in Los Angeles

Sale: $8,138,000-1140 Winchester Ave. Glendale, CA; 32-unit multifamily

Sale: $11,037,848-Honolulu Apartments; Montrose, CA; 85-unit multifamily

Sale: $10,635,000-Jordan Avenue Apartments; Chatsworth, CA; 42-unit multifamily

Sale: $7,700,000-Agoura Village Center; Agoura Hills, CA; multi-tenant retail center

Sale: $7,000,000-Nebraska Apartments; West Los Angeles, CA; 26-unit multifamily

Sale: $5,930,000-Clarita Terrace Apartments; 24200 Pine St., Santa Clarita, CA; 40-unit multifamily

Sale: $5,750,000; 32-unit Whitsett Apartments, North Hollywood, CA

Sale: $5,500,000; Oxnard Apartments, 30-unit multifamily, Van Nuys, CA

Sale: $5,450,000; Garfield Apartments, 24-unit multifamily, Hollywood, CA

Sale: $5,150,000-Balboa Apartments, Northridge, CA; 45-unit multifamily

Sale: $5,050,000-Bellingham Plaza, North Hollywood, CA; multi-tenant retail center

Sale-$5,075,000-Glen Gardens; 32-unit multifamily, Van Nuys, CA

Sale: $4,950,000-Coldwater Canyon Avenue Apartments; Studio City, CA; 16-unit multifamily

Sale: $4,820,000-320 W Lomita Ave., Glendale, CA; 22-unit multifamily

Sale: $4,550,000-Burbank Boulevard Apartments; Valley Village, CA; 30-unit multifamily

Sale-CVS-tenanted retail; 12,000 SF; $4,350,000

Sale: $3,958,000-CVS tenanted leased investment; St. Joseph MO; 12,000 SF retail

Sale: $3,850,000-7627 Laurel Canyon Blvd., North Hollywood, CA; 47-unit multifamily

Sale: $3,550,000-4115 W. Hood Ave & 4319 W. Olive Ave., Burbank, CA; 26-unit multifamily

Sale: $3,500,000-Elk Manor, 447 W. Elk Ave. Glendale, CA; 16-unit multifamily

Sale: $3,400,000-Land Sale Entitled for 90 apartment units; 688 S. Berendo St., Los Angeles, CA

Sale: $3,267,815-Dollar General tenanted leased investment; 5090 S. Maryland Parkway, Las Vegas, NV; 12,380-SF retail

Sale: $3,200,000-12633 S Figueroa St., Los Angeles, CA; 40-unit multifamily

Midwest Region (IL)

Brian Pohl, Principal
Office:
773-355-3000 | Direct:  773-355-5081
Fax:  847-233-0068
Email:  bpohl@lee-associates.com

Real Estate Specialties

Multifamily Investment Sales, Land Development and Advisory

Biography

Brian Pohl is a Principal at Lee & Associates with an exclusive focus on multi-family investment property sales. With over 17 years of transactional experience. Brian leads the firm’s capital markets efforts in multifamily while also being a market leader within the Lee & Associates National Multifamily Advisory Group. Brian specializes in the acquisition, disposition, and placement of real estate investments in the greater Chicago area and throughout the Midwest. He works predominately on behalf of private equity and quasi-institutional investors, owners, operators, and developers. Brian’s emphasis is on all subsets of residential assets including high-rise, garden apartments, condominiums, de-conversions/conversions, student housing, and affordable housing.

Another main component of Brian’s practice includes land brokerage and consultative services including site selection, land use analysis, acquisition and disposition, assemblage, feasibility studies, and demographic mapping – all of this is to aid land owners developers, investors and municipalities. Brian’s experience ranges from large tracts of vacant land to city and suburban infill sites and includes a variety of uses such as residential, retail, commercial, and industrial. Brian possesses extensive relationships with developers and investors ranging geographically from local to regional as well as worldwide.

Professional Achievements

Brian has more than 17 years of multi-family real estate investment experience. The $1.25 billion of asset sales he has completed during this time has been on behalf of a variety of institutional and private owners.

Education

University of Kansas – BA Business Administration

Memberships & Affiliations

NMHC (National Multifamily Housing Council)

CAA

Southwest Region (AZ)

Todd Braun, Principal
Office: 602-956-7777 | Direct:  602-474-9550
Cell:  602-710-3300 | Fax:  602-954-0510
Email:  tbraun@leearizona.com

Biography

As Principal of Lee & Associates’ Arizona Apartment Group, Mr. Braun’s activities focus on the sale of multifamily real estate and land in Arizona. Based in Lee & Associates’ Phoenix, Arizona office, Mr. Braun is primarily responsible for the firm’s apartment sales operations.

Career History / Professional Recognition

Prior to joining Lee & Associates in 2011, he was the Senior Director of Cushman & Wakefield’s Apartment Group, as well as a Senior Vice President with CB Richard Ellis in Phoenix, Arizona. Todd has been in the commercial real estate business in Metropolitan Phoenix since he joined CB Richard Ellis in 1985 and is a licensed real estate salesperson. Mr. Braun concentrates specifically on the marketing of multifamily properties and land. Throughout his tenure, Mr. Braun has been involved in the closing of approximately 25,000 apartment units and land with a value in excess of $1.5 billion.

Education

Mr. Braun holds a Bachelor of Science Degree in Finance from Arizona State University. He is a licensed agent with the Arizona Department of Real Estate.

Southeast Region (GA)

Trey Burgess, Principal
Office:
404-442-2810 | Direct:  404-442-2831
Fax:  404-442-2811
Email:  tburgess@lee-associates.com

Biography

Trey Burgess began his professional real estate career in 2000 as a residential real property fee appraiser. In 2004, he joined Ocwen Realty Advisors as a Residential Analyst performing national portfolio valuation reviews, prefunding reviews, forensic valuation analysis, and valuation for loan servicing. In 2007, Trey joined Collateral Risk Solutions as a Review Appraiser where the primary focus of his work for the next seven years centered on national retrospective valuation for Fannie Mae and Freddie Mac. Trey maintains a Residential Real Property Appraiser license in the State of Georgia and has also held appraiser licenses in North Carolina and Tennessee.

In 2008, Trey became a licensed Real Estate Salesperson in the State of Georgia affiliating with his family’s real estate development and holding companies. There he assisted in the planning and development of existing assets for maximum occupancy and returns as well as site location, acquisition, and disposition. Trey acquired his Associate Broker license in 2013.

Trey joined Marcus & Millichap Real Estate Investment services in 2014 as a multifamily specialist. There he further developed and focused his financial and analytical skills, allowing him to build strong advisory relationships with sellers, buyers, and developers of multifamily investment properties in the Atlanta Metro area and throughout the Southeast.

Trey joined Lee & Associates in 2015 where he plans to continue his work specializing in both multifamily investment sales and multifamily land sales throughout the Southeast.

Career History / Professional Recognition

Marcus and Millichap, National Multi-Housing Group Associate – Atlanta
Parker Gann & Associates, Associate Broker – Atlanta
Collateral Risk Solutions, Senior Review Appraiser – Atlanta/San Diego
Ocwen Realty Advisors, Residential Analyst – Atlanta/West Palm Beach
Burgess Appraisals, Principal – Atlanta

Education

Auburn University
Bachelor of Science in Business Administration – Finance
Financial Management Association

Affiliations

Real Estate Associate Broker License – Georgia
Residential Real Property Appraiser License – Georgia
Gerson Lehrman Group – Council Member
Atlanta Commercial Board of Realtors

Northeast Region (NJ)

Rick Gelmetti, Principal 

Office: 732-452-0750 | Direct:  732-204-1128
Cell: 732-735-6103 | Fax:  732-452-0752
Email:  rick.gelmetti@lee-associates.com

Biography

Before joining Lee & Associates, Rick Gelmetti was President of the International Realty Group for 15 years. He specializes in office and flex space leasing and sales of buildings with geographic coverage including the suburban counties of New Jersey with emphasis on Somerset, Morris, Essex, Union and Middlesex County.

Career History / Professional Recognition

Rick formed International Realty Group after many years in the real estate business with Helmsley-Spear and Weichert and after a career in the engineering business. He has real estate investment and development experience in California, Arizona, Minnesota, Pennsylvania and New Jersey.

Education

His formal education includes a Masters in Finance from the Rutgers Graduate School of Management and a Civil Engineering degree from the University of Connecticut.

Affiliations

He holds memberships in the Industrial and Office Real Estate Brokers Association of the New York Metropolitan Area (IOREBA), and previously with the National Association of Industrial and Office properties (NAIOP) and the National Association of Corporate Real Estate Executives (NACORE).

He is involved in the Edison Chamber of Commerce and the local YMCA. Rick and his wife are residents of Westfield, and he has two grown children in the engineering business.

 

 

Midwest Region (IN)

Bob Lindgren, Principal
Office: 317-844-2700 | Direct:  317-218-1032
Cell: 317-809-4567 | Fax:  317-848-2975
Email: rlindgren@lee-associates.com

Biography

Bob Lindgren has over a third of a century of involvement in the brokerage, management and development of commercial, industrial and investment real estate. Beginning his career in the wake of the REIT crash of the mid-seventies, Bob has assisted his customers and clients throughout every kind of financing and economic environment. Meeting the challenge of accomplishing the user-investor’s goals has helped him gain experience in tenant and landlord representation, brokerage of investment property, funding of equity and consulting on the redevelopment of aged but viable property. These experiences help make Bob an excellent choice to help solve your real estate needs.

Career History / Professional Recognition

1997 – Present
Lee & Associates
Executive Vice President
Investment Specialist

1977 -1997
Affiliated with Prime Property Investment Group in the following capacities:
President & Principal Broker, MSR Realty, Inc.
President of Frisch Investment & Financial
Corporation (an NASD broker-dealer for Direct Participation Programs)
Partner in Augusta Plaza Associates and
Prime Property Investors Fund IV
Sales Manager of Mid States Realty, Inc.

1976 – 1977
American Estates Company Associates

Recognition:

William A. Krout Service Award, Commercial Industrial Marketing Group, 1989
Dick Snyder Service Award, Indiana Association of Realtors, 2001
Pace Award, Hamilton County Alliance, 2002
Distinguished Service Award, Metropolitan Indianapolis Board of Realtors, 2002
Realtor of the Year, Metropolitan Indianapolis Board of Realtors, 2004

Affiliations

University of Notre Dame, BBA Marketing in 1973
Licensed Real Estate Broker – 1974
Indiana Realtors Institute, GRI Designation 1983

Professional Affiliations:
National Association of Realtors, Past Director, Member
Indiana Association of Realtors, Past Regional Vice President, Director
Metropolitan Indianapolis Board of Realtors, Past President, Member
Commercial Industrial Marketing Group, Past Chairman
Indiana Commercial Board of Realtors, Past Chair of Prof. Standards Committee, Charter Member

Community Activities:
Hamilton County Alliance (Local Economic Development Organization), Past Chairman, Director
Indy Partnership (Regional Economic Development Organization), Past Executive Committee
Economic Development Council of the Metropolitan Indpls. Board of Realtors, Past Chair, Member
Inter-Cultural Services of Hamilton County, Past Board of Directors
Economic Development Task Force, Indiana Association or Realtors, Past Chairman, Member
Member, National Monogram Club of the University of Notre Dame
Lector, Christ the King Church
Ten years as an officer and director of Haverford Little League

Southeast Region (FL)

Greg May, Principal
Office:
239-210-7600 | Direct:  239-210-7609
Cell:  239-339-7602 | Fax:  239-210-7619
Email:  gmay@lee-associates.com

 

Biography

Greg is a graduate of the University of Florida where he dual majored in Finance and Risk & Insurance Management. In 2002 he entered the real estate industry as a residential and commercial real estate appraiser, conducting hundreds of real estate valuations. Thereafter he returned to school where he obtained his Juris Doctorate from the Florida State University College of Law (2006). Greg’s ten years of experience as a real estate attorney includes extensive contract litigation & negotiation, title insurance services, real estate/condominium litigation, foreclosure litigation, and exposure to the bankruptcy and eminent fields.
Greg utilizes this experience to provide a unique combination of knowledge, skills and insight, assisting local and national clientele with the strategic acquisition, leasing, development, and disposition of commercial facilities and vacant land.

Career History / Professional Recognition

Kiesel and May, Attorneys at Law, Ft. Myers, FL
Owner/Partner in law firm focused on Civil Litigation, Real Estate, and Business Law. Practice included real estate litigation, closings, business organization, and contractual support for commercial and residential transactions.

Mowrey Law Firm, P.A.
Minority partner, handling civil litigation, business, law, real estate law, foreclosure defense, collections, and government/administrative law.

Joel B. Fein, P.A.
Associate Attorney: civil litigation, real estate, probate, social security disability and family law matters.

Appraisal First Florida
Registered Assistant Appraiser: Performed hundreds of residential and commercial appraisals.

Education

University of Florida – Finance/Risk & Insurance Management
Florida State College of Law – Juris Doctorate

Affiliations

Florida Real Estate License; Active
Admitted to Florida Bar (2006); Active
Admitted to U.S. District of the Middle District of Florida (2007)
Admitted to U.S. Northern District of Florida (2009)

Mid-Atlantic Region (MD)

Stephen Weiss, Principal
Office: 410-712-0888 | Direct: 443-741-4051
Fax: 410-872-0459
Email: sweiss@lee-associates.com 

Biography

Steve Weiss is a Senior Vice President at Lee & Associates Chesapeake Region where he focuses on investment sales and in the sourcing and placement of Equity and Debt for real estate transactions. Steve also specializes in private client transactions as well as having a particular specialty practice dealing in multifamily transactions. While at Collier’s International, he served as a co-chairman of the National Colliers Multi-Family Advisory Group for two terms and served on the National Steering Committee for over 14 years. Steve was also a member of the Colliers Asset Resolutions Team handling many dispositions of REO and OREO assets for large national firms such LNR, Wells Fargo, the FDIC, and multiple banks.

Steve’s responsibilities include the management of complete real estate transactions from conception through final disposition and the structuring of out-of-the-box equity and debt requirements for sophisticated transaction consummation. Steve is able to efficiently analyze an objective, develop a strategy, set goals and execute the strategy to achieve the desired results.

Career History / Professional Recognition

2015 — Present: Lee & Associates Chesapeake Region | Senior Vice President
2002 — 2015: Colliers International | Senior Vice President  Cassidy/Turley 2011-2013
1995 — 2002: Preston Partners Inc. | Senior Vice President
1988 — 1995: Foundation Group | Sales Manager
1986 — 1988: O’Conor Piper & Flynn Real Estate | Brokerage And Administrative New Homes and Relocation Divisions
1983 — 1986: Country Spirit Restaurant | Co-Owner
1978 — 1983: New England Log Homes & Pat’s Peak Ski Area

Education

Southern New Hampshire University
Bachelor of Science in Business and Hotel/Resort/Tourism

Affiliations

Board Advisory Council for the South Baltimore Learning Center
Mortgage Banker’s Association (MBA)
Urban Land Institute (ULI)
NAIOP
Co-Founder: Greater Baltimore For

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