People | San Diego North | Lee & Associates

Principals
Jeff Abramson
Principal
Al Apuzzo
Principal
Ryan Barr
Principal
Ryan Bennett
Principal
Stephen Crockett
Principal
Marko Dragovic
Principal
Trent France
Principal
Greg Gershman
Principal
Daniel Knoke
Principal
Isaac Little
Principal
Peter Merz
Principal
Kelly Nicholls
Principal
Greg Pieratt
Principal
Chris Roth
Principal
Garrett Sholer
Principal
Matt Weaver
Principal
Rusty Williams
Principal

Associates
Victor Aquilina
Associate
James Bengala
Senior Associate
T.J. Donnelly
Associate
Marc Dudzik
Sr. Vice President
Dan Gaston
Associate
Bo Havlik
Sr. Vice President
Michael Golden
Associate
Tim Gosselin
Vice President
Alex Gudim
Associate
Zack Martinez
Jr. Associate
Monique Medley
Senior Associate
Patrick Miller
Sr. Vice President
Alma Miluso
Associate
Tim Moore
Sr. Vice President
Drew Olson
Associate/Business Development
John Orlando
Vice President
James Pieri, Jr.
Sr. Vice President
Jake Rubendall
Associate
Eric von Bluecher
Associate
Alex Weiss
Associate

Operations
Kimberly Fischer
Controller / Operations Manager
Kelly Brown
Front Desk Coordinator
Nicole Lindman
Transaction Coordinator
Claudia Marshall
Administrative Assistant
Tara O’Connor
Brokerage Coordinator

Marketing
Lael Borduin
Marketing Assistant
Andrea Hood
Marketing Assistant

Jeff Abramson

Principal

License ID# 00956805
office 760.929.7835
cell 760.505.5301
fax 760.493.4092
jabramson@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Jeff Abramson is a Principal  with the Lee & Associates-North San Diego County Office in Carlsbad. He specializes in tenant and buyer representation and investors of Industrial and Office properties throughout Southern California.

CAREER SUMMARY

Jeff’s expertise in the market allows him to advise businesses with honest and valuable commercial real estate solutions.

EXPERIENCE

  • LEE & ASSOCIATES, INC. – Senior Vice President – 2013 to Present
  • CASSIDY TURLEY – Vice President – 1991 to 2013

EDUCATION

  • Colorado State University – College of Veterinary Medicine & Biomedical Sciences
    Bachelor Degree, Environmental Health
  • Anthony School of Real Estate

AFFILIATIONS

Community Affiliations

  • Children’s Hospital
  • Wounded Warriors Program
  • San Dieguito Boys and Girls Club
  • Restart Program
  • Project Mercy
  • McAlister Institute

Professional Affiliations

  • San Diego Board of Realtors
  • NAIOP San Diego Chapter – Member

Al Apuzzo

Principal

License ID# 01323215
office 760.448.2442
cell 619.573.7845
fax 760.929.9977
aapuzzo@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Al Apuzzo is the President and Managing Principal with the Lee & Associates-North San Diego County Office in Carlsbad. He specializes in the brokerage of land, retail, and investment properties.

CAREER SUMMARY

Al has nearly 25 years of successful real estate and financing transactional experience. With a background in retail, investments and land, and a diverse resume in the areas of brokerage, tax deferred exchange, asset management, consulting, project management, finance and development, Al provides his clients with full-service real estate solutions customized to meet each client’s specific needs.

EXPERIENCE

  • 2011 to present: President / Principal – Lee & Associates
  • 2008 to 2011: Asset Manager / Broker – AARE, Inc.
  • 2006 to 2008: Development Associate – Told Development Company
  • 2001 to 2006: Asset Manager / Broker – O’Bryan-Smith Investments, Inc.
  • 1999 to 2000: Property Manager / Leasing Agent – Compass Companies
  • 1997 to 1998: Financial Analyst – Panasonic Logistics Company
  • 1996 to 1997: Small Business Lending – US Bank

EDUCATION

  • San Diego State University – San Diego, CA
    MSBA: Real Estate
  • University of Illinois – Urbana-Champaign, IL
    BS: Finance

AFFILIATIONS

  • International Council of Shopping Centers (ICSC)
  • Building Industry Association (BIA)
  • Urban Land Institute (ULI)
  • National Association of Industrial and Office Properties (NAIOP)
  • Vista Economic Development Strategy Committee (VEDS) – Member

COMMUNITY SERVICES

  • Encinitas Planning Commissioner (2016–2020)

PARTIAL CLIENT LIST

  • Advanced Auto Parts
  • Ambient Communities
  • American Assets
  • Cal West Communities
  • City of Carlsbad
  • City of San Marcos
  • City of Vista
  • Colrich
  • Cornerstone Communities
  • CVS
  • Enterprise Rent-A-Car
  • Goodyear Tire
  • Hallmark Communities
  • HP Investors
  • Jack-in-the-Box
  • Jiffy Lube International
  • KB Home
  • Kentucky Fried Chicken
  • Kire Buildings
  • Meridian Properties
  • Meritage Homes
  • Moneytree, Inc.
  • Neighborhood National Bank
  • NRG Energy
  • Pathfinder Partners
  • Rancon Group
  • Shea Homes
  • Strata Equity Group
  • Taco Bell
  • Warmington Homes
  • Walgreens
  • Zephyr Partners

Ryan Barr

Principal

License ID# 01338994
office 760.448.2446
cell 858.349.3435
fax 760.929.9977
rbarr@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Ryan Barr is a Principal with Lee & Associates. He represents buyers and sellers and specializes in sales of net leased investment properties nationwide.

Mr. Barr has assisted buyers and sellers in closing transactions totaling nearly $2 billion in value. He formed the Barr & Bennett Net Leased Investment Group to assist his clients in the acquisition and disposition of neighborhood shopping centers, strip shopping centers, free-standing pad buildings including multitenant pads, restaurant buildings, fast food buildings, gas station and convenience stores, ground lease investments, single tenant industrial and office properties, and sale leaseback transactions.

Since joining Lee & Associates, Mr. Barr has built a solid record of achievement. As one of the founding members of the Barr & Bennett Net Leased Investment Group, Barr leads the team in the expansion of its client base, and continues to drive revenue growth and client development.

Barr & Bennett Net Leased Investments Group of Lee & Associates specializes in the acquisition and disposition of single tenant net leased investments (NNN) and retail shopping center investments nationwide. The Barr & Bennett Investment Group partners with high net worth individuals, developers, institutional investors, REITs,
and provides sale-leaseback expertise to franchisees. Through years of experience, we’ve built exceptional relationships and a global proprietary database of investors and developers, which allows us to provide each and every client with world-class brokerage services.

ACHIEVEMENTS

  • 2020 – GlobeSt Net Lease Influencer Award Recipient
  • 2019 – Top Producer of the Year, Lee & Associates NSDC
  • 2012-2019 – Top 5 Producer of the Year, Lee & Associates NSDC
  • 9-Time Top Producer of the Quarter – Lee & Associates NSDC
  • 2015 – Top 40 Under 40 – San Diego Business Journal

SIGNIFICANT RECENT TRANSACTIONS

Tenant Location Sale Price Property Type
CarMax Merriam, KS $19,125,000 Retail
FedEx Distribution Center Raleigh, NC $11,700,000 Industrial
LA Fitness Irving, TX $12,313,453 Retail
Multi-Tenant Office Building Carlsbad, CA $5,350,000 Office
Walgreens Portfolio Phoenix, AZ $15,919,500 Retail
Kraft Distribution Facility Mason, IA $10,144,198 Industrial
24 Hour Fitness La Mirada, CA $13,900,000 Retail
Hunter Defense Technologies Geneva, OH $14,388,000 Industrial
Walgreens Miami, FL $9,800,000 Retail
O’Reilly Auto Parts Las Vegas, NV $2,700,000 Retail
Fresenius Madison, WI $5,125,000 Medical Office
CVS Pharmacy Antioch, CA $10,350,000 Retail
Shops at Gammon Rd Madison, WI $5,350,000 Retail
Taco Truck Creative Carlsbad, CA $4,305,000 Office
McDonalds San Diego, CA $4,050,000 Retail
FedEx Distribution Center Fayetteville, NC $6,700,000 Industrial
Sam’s Club Denver, CO $17,617,000 Retail
Cynergy San Diego, CA $2,750,000 Office
Region’s Bank Orlando, FL $4,600,000 Retail
Kohl’s Boston, MA $20,000,000 Retail
7-Eleven W Palm Beach, FL $2,990,000 Retail
Dick’s Sporting Goods Appleton, WI $6,000,000 Retail
BMO Harris Bank Scottsdale, AZ $2,462,000 Retail
Pick N Save (Grocery) Wausau, WI $9,900,000 Retail
FedEx Distribution Center Cincinnati, OH $6,000,000 Industrial

 

PARTIAL CLIENT LIST

    • Excel Trust
    • Cadence Capital
    • The Carrington Company
    • Investors Associated
    • Noble Properties
    • Inland Private Capital Corp.
    • Evergreen
    • Retail Capital Solutions
    • Paragon Commercial
    • VREIT, Inc. (Formerly ARCP)
    • National Retail Properties
    • Midtown National
    • The Niki Group
    • Realty Income
    • Store Capital
    • Oakridge Investments
    • Petrovich Development
    • Sandor Development
    • Pursuit Development
    • Viking Partners
    • Westwood Financial
    • Direct Development
    • Spirit Capital
    • Patriot Equity Partners

Ryan Bennett

Principal

License ID# 01826517
office 760.448.2449
cell 760.519.0240
fax 760.929.9977
rbennett@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Ryan Bennett is a Principal with Lee & Associates. He represents buyers and sellers in commercial income producing properties, specializing in the sale of net leased investment properties nationwide.

Prior to joining Lee & Associates, Mr. Bennett had a successful career in the technology sector of San Diego. He developed a multi-million dollar sales backlog working with Fortune 500 companies while moving on to  eventually manage North American sales for a European manufacturer.

Mr. Bennett’s core focus is to add value to his clients in every aspect of the acquisition and disposition of net leased assets nationwide. He is a co-founder of the Barr & Bennett Net Leased Investment Group, which has completed nearly $2 billion in transactions related to the sale of retail and industrial net leased properties.

Barr & Bennett Net Leased Investments Group of Lee & Associates specializes in the acquisition and disposition of single tenant net leased investments (NNN) and retail shopping center investments nationwide. The Barr & Bennett Investment Group partners with high net worth individuals, developers, institutional investors, REITs,
and provides sale-leaseback expertise to franchisees. Through years of experience, we’ve built exceptional relationships and a global proprietary database of investors and developers, which allows us to provide each and every client with world-class brokerage services.

ACHIEVEMENTS

  • 2020 – GlobeSt Net Lease Influencer Award Recipient
  • 2019 – Top Producer of the Year, Lee & Associates NSDC
  • 2012-2019 – Top 5 Producer of the Year, Lee & Associates NSDC
  • 9-Time Top Producer of the Quarter – Lee & Associates NSDC
  • 2015 – Top 40 Under 40 – San Diego Business Journal

SIGNIFICANT RECENT TRANSACTIONS

Tenant Location Sale Price Property Type
CarMax Merriam, KS $19,125,000 Retail
FedEx Distribution Center Raleigh, NC $11,700,000 Industrial
LA Fitness Irving, TX $12,313,453 Retail
Multi-Tenant Office Building Carlsbad, CA $5,350,000 Office
Walgreens Portfolio Phoenix, AZ $15,919,500 Retail
Kraft Distribution Facility Mason, IA $10,144,198 Industrial
24 Hour Fitness La Mirada, CA $13,900,000 Retail
Hunter Defense Technologies Geneva, OH $14,388,000 Industrial
Walgreens Miami, FL $9,800,000 Retail
O’Reilly Auto Parts Las Vegas, NV $2,700,000 Retail
Fresenius Madison, WI $5,125,000 Medical Office
CVS Pharmacy Antioch, CA $10,350,000 Retail
Shops at Gammon Rd Madison, WI $5,350,000 Retail
Taco Truck Creative Carlsbad, CA $4,305,000 Office
McDonalds San Diego, CA $4,050,000 Retail
FedEx Distribution Center Fayetteville, NC $6,700,000 Industrial
Sam’s Club Denver, CO $17,617,000 Retail
Cynergy San Diego, CA $2,750,000 Office
Region’s Bank Orlando, FL $4,600,000 Retail
Kohl’s Boston, MA $20,000,000 Retail
7-Eleven W Palm Beach, FL $2,990,000 Retail
Dick’s Sporting Goods Appleton, WI $6,000,000 Retail
BMO Harris Bank Scottsdale, AZ $2,462,000 Retail
Pick N Save (Grocery) Wausau, WI $9,900,000 Retail
FedEx Distribution Center Cincinnati, OH $6,000,000 Industrial

 

PARTIAL CLIENT LIST

  • Excel Trust
  • Cadence Capital
  • The Carrington Company
  • Investors Associated
  • Noble Properties
  • Inland Private Capital Corp.
  • Evergreen
  • Retail Capital Solutions
  • Paragon Commercial
  • VREIT, Inc. (Formerly ARCP)
  • National Retail Properties
  • Midtown National
  • The Niki Group
  • Realty Income
  • Store Capital
  • Oakridge Investments
  • Petrovich Development
  • Sandor Development
  • Pursuit Development
  • Viking Partners
  • Westwood Financial
  • Direct Development
  • Spirit Capital
  • Patriot Equity Partners

Stephen Crockett

Principal

License ID# 01027524
office 760.448.2439
cell 760.845.0311
fax 760.493.4090
scrockett@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Mr. Crockett specializes in Industrial and Office Commercial Real Estate sales and leasing in San Diego County. Mr. Crockett’s transaction history includes sales of owner/user buildings, investor acquisitions and dispositions, mixed use land development and sales, 1031 exchange transactions, lease negotiations and strategic relocation planning. He has also provided consulting services for banks, corporations and family trusts. Mr. Crockett’s extensive knowledge of the San Diego County market is complemented by thorough analysis and marketing skills, these qualities, along with a strong work ethic, have enabled him to become a respected presence within the market.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. Crockett has completed over 900 transactions while representing the interests of multiple landlords, investors and tenants within the Southern California area.

Notable Recent Transactions Include:
• Belching Beaver: Industrial Purchase | Oceanside | 24,428 SF | $2,369,000
• Belching Beaver: Retail Purchase | Vista | 6,740 SF
• Belching Beaver: Industrial Lease | Oceanside | 22,773 SF
• Scratch Media: R&D Purchase | Carlsbad | $1,925,250
• Neighborhood Healthcare: Medical Office Sale | Escondido | $910,000
• Commercial Openings: Industrial Purchase | Lakeside | $550,000
• Honma Golf North American Headquarters: Class A Office Lease | Carlsbad | 17,300 SF
• Studio 760, Inc.: R&D Lease/Option Purchase | Carlsbad | 12,835 SF
• Anue Water Technologies: Industrial Lease | Vista | 11,520 SF
• Turnkey Engines: Industrial Lease/Option to Purchase | Oceanside | 11,312 SF
• Gunderson Dettmer: Class A Office Lease | Del Mar Heights | 9,327 SF
• Blue Family Trust: Industrial Purchase | Oceanside | 17,667 SF
• Everest Solar Systems: Industrial Lease | Vista | 16,443 SF
• Shop Succulents: Industrial Lease | Vista | 19,104 SF
• Parts Authority: Industrial Lease | San Marcos | 13,325 SF
• 293 Venture: Industrial Sale | San Marcos | 8,649 SF

Notable Achievements Include:
• President’s Award, Lee & Associates, North San Diego County (2019-2020)
• Top Producer of the Month (multiple times)
• Certified Commercial Investment Member Candidate (CCIM)
• State of California Licensed Real Estate Salesperson
• Argus Valuation/Investment Analysis

EDUCATION

  • San Diego State University
    Bachelor of Science – Real Estate/Finance
  • Founding Member of the Real Estate Student Association

PARTIAL CLIENT LIST

  • Blue Family Trust
  • Belching Beaver
  • Commerce West Bank
  • Rondell Properties
  • Sweetman Properties
  • Mossmer Family Trust
  • McDonald Family Trust
  • Garcia Family Trust
  • Ducket-Wilson Development
  • Frazee Enterprises
  • Koss Properties
  • Pacific Office Properties
  • Business Properties
  • SR Commercial
  • P&G Properties
  • Buie/Irish Development
  • Greene Properties
  • Hunsaker Properties

Marko Dragovic

Principal

License ID# 01773106
office 760.929.7839
cell 858.531.4523
fax 760.929.9977
mdragovic@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Mr. Dragovic is a Principal with the Lee & Associates-North San Diego County Office in Carlsbad. He specializes in the sales and leasing of Industrial, R&D, and Office properties representing Buyers, Sellers, Landlords, and Tenants. Currently active in all parts of San Diego County with a primary focus in North County.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. Dragovic has represented the interests of multiple landlords, developers and tenants within San Diego County.

Since joining Lee & Associates in 2007 his sales and leasing production has exponentially increased. Daily responsibilities include lead generation via cold calling on the phone and in person in order to maximize the Team’s exposure, setting appointments, tracking market activity, touring with Buyers and Tenants, and negotiating on sale and lease transactions. Won the right to exclusively represent the City of Vista in the disposition of 22 properties for sale and the exclusive representation of 14,500 SF Class “A” office space located within the Vista Civic Center.

NOTABLE RECENT TRANSACTIONS

  • 2633 Progress St – Vista, CA | 98,000 SF Industrial | $6,700,000
  • 955 Borra Pl – Escondido, CA | 34,000 SF Industrial | $5,100,000
  • 2293 Cosmos Ct – Carlsbad, CA | 48,000 SF Industrial | $6,686,000
  • Simpson Business Park – Escondido, CA | 56,000 SF Multi-Tenant | $7,300,000
  • 2390 Oakridge Way – Vista, CA | 40,000 SF Industrial | $5,900,000
  • 2580 Pioneer Ave – Vista, CA | 42,000 SF Industrial | $1,400,000
  • 2560 Pioneer Ave – Vista, CA | 46,000 SF Industrial | $3,500,000
  • La Costa Meadows – San Marcos, CA | 41,477 SF Multi-Tenant | $4,800,000
  • 2330, 2332, 2336 La Mirada Dr – Vista, CA | 53,572 SF Multi-Tenant | $7,500,000
  • 1880 Diamond St – San Marcos, CA | 31,246 SF Industrial | $3,755,000
  • 2066 Aldergrove Ave – Escondido, CA | 25,000 SF Office/Flex | $2,422,000
  • 185 Vallecitos De Oro – San Marcos, CA | 30,000 SF Industrial | $3,500,000
  • 2608 Temple Heights Dr – Oceanside, CA | 30,000 SF Industrial | $1,500,000

ACHIEVEMENTS

  • Voted in as Principal at Lee & Associates – August 2013
  • Completed the largest industrial transaction in the North County Lee & Associates office in both 2010 & 2011.

EDUCATION

  • University of California Los Angeles – Bachelor of Science, History

AFFILIATIONS

  • Licensed California Real Estate Salesperson
  •  National Association of Realtors
  •  Vista Chamber of Commerce & Vista Rotary Member
  •  City of Vista
  •  Gary Thibodo
  •  Oceanside Chamber of Commerce
  •  UCLA Alumni Association (SD Chapter)
  •  Candidate, San Diego CCIM Chapter

PARTIAL CLIENT LIST

  • City of Vista
  • Gary Thibodo
  • Rexford Industrial
  • Harsch Investments
  • Atomic Investments
  • Wilco Investments
  • Enterprise Rent-A-Car
  • Corporate Refreshment Services
  • Dion & Sons
  • ICEE Corporation
  • Medix Partners
  • American Scissor Lift
  • Kaman Industrial Technologies
  • Select Supplements, Inc.
  • SR Commercial
  • San Dieguito Printers
  • Palomar Water
  • Nitto Denko Corp.
  • Corelation, Inc.

Trent France

Principal

License ID# 00984842
office 760.929.7838
cell 760.845.0358
fax 760.929.9977
tfrance@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

View Trent’s Listings

PROFILE

Trent France is a Principal with Lee & Associates. Trent’s primary focus is in the sale and leasing of industrial buildings in the North San Diego County’s cities of Carlsbad, Oceanside, Vista, San Marcos, and Escondido. Additionally, he has extensive knowledge and expertise in the specialty niche of coastal infill properties along North San Diego’s coastal communities.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. France has represented the interests of multiple landlords and tenants within San Diego County.

EXPERIENCE

  • 2013 to Present: Principal, Lee & Associates
  • 2001 to 2013: Vice President, Cassidy Turley (BRE)
  • 1990 to 2001: Sales Associate, CB Richard Ellis

ACHIEVEMENTS

  •  Averages 1 million square foot Leases and Sales per Year
  •  Spent the past 28 years building professional relationships with San Diego businesses and property owners. These relationships have allowed Mr. France to really understand his clients goals and make sure they are maximizing their money to include the best locations for their businesses.
  • Associate of the Year (2015)
  • Achieved shareholder status and named principal

EDUCATION

  • California State University Long Beach – Bachelor of Science in Finance

AFFILIATIONS

Community Affiliations

  • Former Partner in Pala Raceway, a 220 acre off-road park for active sports participants
    and spectators

Professional Affiliations

  • Former San Marcos Economic Development Corporation board member
  • CSULB Alumni

PARTIAL CLIENT LIST

»» ACI Distribution
»» American Concrete
»» Bank of Rancho Bernardo
»» Bank of Yorba Linda
»» Datron
»» Escondido Disposal
»» Escondido Times Advocate
»» FDIC
»» FMF Apparel
»» Laura Scudder Potato Chips
»» LH Woods and Sons
»» Miller Construction
»» No Fear
»» Orkin Lawn Care
»» Parkhouse Tires, Inc.
»» Prentiss Properties
»» Pureflo Water
»» Rancho Santa Fe National Bank
»» Republic Western Insurance Co.
»» Spec Systems
»» Shamrock Foods Company
»» Small Business Administration
»» Spy Optics
»» Suburban Propane
»» Teamwork Athletic Apparel
»» Terminex
»» The Mattman Compan

Greg Gershman

Principal

License ID# 01909272
office 760.929-7861
cell 858.449.5417
fax 760.929.9977
ggershman@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

Visit Greg’s Listings

PROFILE

Greg Gershman is a Principal with the Lee & Associates-North San Diego County Office in Carlsbad. He specializes in tenant and landlord representation of Office and Industrial properties
throughout San Diego County.

CAREER SUMMARY

Prior to joining Lee & Associates, Mr. Gershman was a Transitional Researcher at Cassidy Turley San Diego. He started in commercial real estate by working as a researcher conducting submarket
trend reports and economic forecast for all San Diego County Office and Industrial properties. Since then Mr. Gershman has focused on representing landlords of Office and Industrial properties
leading him to earn Top Producer (2014, 2015, 2016, 2017 & 2018) and Shareholder in 2016. Greg has closed over 150 lease and sale transactions with a total consideration of more than $100 Million.

EXPERIENCE

  • LEE & ASSOCIATES, INC. – Associate – 2013 to Present
  • CASSIDY TURLEY – Transitional Researcher – 2012-2013
  • GERSHMAN REAL ESTATE – Principal – 2008 to Present
  • TITAN SEO – Business Development Associate – 2010-2011
  • DISCOVER SAN DIEGO – Marketing Associate – 2010 to 2010
  • INNOVATIVE COMMUNITIES – Internship, Finance & Land Acquisitions – 2008-2010

ACHIEVEMENTS

  • Top Producer (2014, 2015, 2016, 2017, 2018)
  • San Diego Business Journal Top business Leaders Under 40
  • 2014: Rookie of the Year, Lee & Associates

EDUCATION

  • California State University San Marcos – Bachelor of Science in Communication

AFFILIATIONS

  • CCIM – Candidate
  • NAIOP San Diego Chapter – Developing Leaders
  • Urban Land Institute – Young Leaders

Daniel Knoke

Principal

License ID# 01215373
office 760.929.7836
cell 760.809.6893
fax 760.929.9977
dknoke@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Mr. Daniel Knoke is a Principal with Lee & Associates and specializes in investment sales, user sales and leasing of industrial properties in North San Diego County.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. Knoke’s experience includes tenant representation, landlord representation and investments sales. Mr. Knoke utilizes his background in finance and commercial property brokerage to represent the interests of clients ranging from institutional property owners to start up companies. He has developed a keen sensitivity toward the different issues faced in serving each of their individual real estate needs.

Daniel is part of a co-brokerage team responsible for over 1.1 million square feet of industrial space in North San Diego County.

EXPERIENCE

  • Lee & Associates  – Carlsbad, CA Industrial Division | 2014-2017
  • Colliers International – Carlsbad, CA Industrial Division | 1997-2014
  • Monroe & Friedlander, Inc. – Honolulu, HI Office Division | 1995-1997

ACHIEVEMENTS

In the past five years, Mr. Knoke has brokered real estate transactions totaling $85,200,000 and was given several accolades for his accomplishments.

  • Top Producer (May 2015) – Lee & Associates
  • Rookie of the Year (1999) – Colliers

EDUCATION

  • University of San Diego – Bachelor of Business Administration

AFFILIATIONS

  • Community Leadership
  • Active Youth Sports Coach in North County San Diego
  • NAIOP

PARTIAL CLIENT LIST

  • Adobe Systems
  • Banyan Road Capital
  • Beacon Elecric Supply
  • Bedford Properties
  • BMW Motorcycles
  • Buie Development
  • Caltrans
  • DWO Enterprises, Inc.
  • Fastenal
  • Fowler Flanagan
  • Hertz Equipment Rentals
  • Medifast Centers
  • LBA
  • Lockheed Martin
  • Legacy Partners
  • Mitsui Fudosan
  • Praxair
  • San Diego Golf Academy
  • Thornton Technologies
  • Wyne Snow Industrial Park
  • Von Der Ahe Real Estate

Isaac Little

Principal

License ID# 01702879
office 760.929.7862
cell 760.672.1041
fax 760.929.9977
ilittle@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

View Isaac’s Listings

PROFILE

Mr. Little specializes in investment and owner user sales and leasing of industrial, investment, and office properties representing buyers, sellers, landlords and tenants in the marketplace. He is currently active in all parts of San Diego County with a primary focus in North San Diego County. Isaac’s diverse experience and market knowledge allow him to strategically represent clients with unique needs in a challenging market.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. Little has represented the interests of multiple landlords, investors and tenants within San Diego County.

Part of a four-man team who won the right to exclusively represent the City of Vista in the disposition of 22 properties for sale and the exclusive representation of 14,500 SF Class “A” office space located within the Vista Civic Center. Maintains successful working relationships with Landlords/Sellers which include: Birtcher Anderson Properties, Rexford Industrial Properties, Wilco Investments, Atomic Investments, SR Commercial, Harsch Investment Properties & City of Vista.

EXPERIENCE

  • 2005 to Present: Principal, Lee & Associates

ACHIEVEMENTS

  • Became Principal at Lee & Associates – August 2013
  • Completed the largest industrial transaction in the North County Lee & Associates office in 2010, 2011 and 2015
  • 2011: Associate of the Year Award, Lee & Associates
  • Closed over 1,000,000 SF of industrial and office transactions in the past year
  • Currently represents over 1,500,000 SF of industrial and office property

EDUCATION

  • B.A. University of California, Santa Barbara – Major: Business Economics. June 2004

AFFILIATIONS

  • Licensed Real Estate Salesperson, California
  • Candidate, San Diego C.C.I.M. Chapter
  • NAIOP Member 2005-Present

PARTIAL CLIENT LIST

» City of Vista
» Gary Thibodo
» Wilco Investments
» Atomic Investments
» Harsch Investments
» Rexford Industrial
» Birtcher Anderson Properties
» Select Supplements, Inc.
» Shasta Landscaping
» Surf Ride
» SR Commercial
» San Dieguito Publishers
» Gunter Family Trust
» Palomar Water
» Diamond Environmental Services
» Eco Building Products
» Nitto Denko Corporation
» Pacific Consolidated Holdings
» ICEE Corporation
» Brickman Landscaping
» Hunter Industries

Peter Merz

Principal

License ID# 01269042
office 760.448.1362
cell 760.685.1813
fax 760.929.9977
pmerz@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Mr. Peter Merz is a Principal with Lee & Associates in North San Diego County and specializes in industrial and investment brokerage. Peter specializes in helping property owners create surplus income through leasing or selling their buildings. He teams with Daniel Knoke on listings and buyer/tenant rep assignments in North San Diego County.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Peter has represented the interests of multiple business owners within San Diego County.

Peter entered the commercial real estate field in 1999. Prior to that time, he had a distinguished career in sales with Sunrise Medical, a large manufacturer of medical equipment, where he was named U.S. Salesperson of the Year in 1998. Prior to working at Lee & Associates, Peter worked at Colliers from 2004-2014 and at Coldwell Banker Commercial from 1999-2004.

ACHIEVEMENTS

Peter has completed significant transactions over the past several years including:

  • 1938 Avenida Del Oro (42,128 SF)
  • 3021 Industry Street (20,586 SF)
  • 2344 Vineyard Avenue (26,664 SF)
  • 1216, 1220, 1221, 1280 & 1281 Liberty Way (91,374 SF)
  • San Diego Golf Academy (22,000 SF)
  • Vista Gateway Industrial Park (45,000 SF)
  • 495 Enterprise (50,220 SF)

EDUCATION

  • University of Idaho – Bachelor of Science
  • Arizona State University – Masters of Business Administration

AFFILIATIONS

Community Affiliations

  • Carlsbad Citizens Academy
  • United States Masters Swimming

PARTIAL CLIENT LIST

  • Gildred Development Company
  • Durkin Development
  • Fricker Investment Corp.
  • Angelucci Development
  • MagneVu
  • Wavelynx, Ltd.
  • Carleton Management.
  • Levine Family Trust
  • Torrey Pacific Industrial Center
  • Praxair
  • LBA Realty
  • The Brady Company

Kelly Nicholls

Principal

License ID# 00947564
office 760.448.2440
cell 408.221.3459
fax 760.929.9977
knicholls@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Kelly Nicholls is a Principal with the Lee & Associates-North San Diego County Office in Carlsbad.
She specializes in site-location advisory services, multi-market tenant portfolio representation,
investment sales and build-to-suites.

CAREER SUMMARY

As a veteran Commercial Real Estate Advisor, Kelly, provides clients with a customized process
to efficiently and cost effectively achieve their real estate goals. Her experience in the commercial
real estate industry of Southern California, Silicon Valley, and the greater Western United States
includes assisting companies with strategic planning, facility relocation, portfolio administration,
transaction management, project/construction management, economic development incentives,
dispositions, and build-to-suits.

EXPERIENCE

  • LEE & ASSOCIATES, INC., Principal – 2018 to Present
  • LEE & ASSOCIATES, INC., Senior Vice President – 2015 to 2018
  • MCKINNEY ADVISORY GROUP, Corporate Real Estate Advisor – 2011 to 2015
  • GRUBB & ELLIS COMPANY, Real Estate Advisor – 2003 to 2010
  • CORNISH & CAREY COMMERCIAL, Corporate Real Estate Advisor – 1991 to 2002
  • FOX & CARSKADON COMMERCIAL REAL ESTATE, Sales Associate – 1986 to 1991

Notable Transactions Include:

  • Sky Chefs, Inc – 86,810 Sf Lease
  • Applied Medical Resource Group – (6 assignments) 707,790 SF Purchase
  • Asia Source, Inc. – (3 assignments) 138,000 SF Build-to-Suit
  • eMachines / Trigem America – (3 assignments) 319,000 SF Leases
  • Ernest Packaging Solutions – (13 assignments) 921,550 SF Leases
  • Fleming Foods Corporation – 645,925 SF Sublease
  • Genica – 160,561 SF Purchase
  • Hasbro, Inc. – 397,188 SF Build-to-Suit
  • Imperial Toy, Inc. – 156,000 SF Lease
  • REEFF / First Industrial – 205,000 SF Purchase
  • Summerfield Hotel Corporation – (3 assignments) 7.3 acres

EDUCATION

  • University of California, Berkeley 1983 to 1986

AFFILIATIONS

  • MIT (Military in Transition) Firefighter for a Day
  • CREW – Commercial Real Estate Women
  • Maritime Alliance
  • North San Diego County Economic Development Council
  • Corporate Alliance
  • San Diego Chamber of Commerce
  • Certified Commercial Investment Member Candidate (CCIM)
  • Opus Developer Corporation (2002 Industrial Broker of the Year)

PARTIAL CLIENT LIST

  • Applied Medical Devices, Inc.
  • ASI
  • CS Winery
  • CA Rampworks
  • Ernest Packaging Solutions
  • Encore Industries
  • First Industrial Realty Trust
  • Fleming Foods
  • Gables Residential
  • Grundfos
  • EVERTEK Computer Corporation
  • Hasbro, Inc.
  • Hazeldon Betty Ford Foundation
  • Hitachi
  • Imperial Toy, Inc.
  • Interlink Language Centers
  • Lite Machines
  • Masimo Corporation
  • Nikkiso America
  • Profinance
  • REEFF
  • Sierra Suites Hotel
  • Spinergy
  • Summerfield Hotel Corp.
  • Sterogene Bioseparation Inc.
  • Synscapes of California
  • Trigem Computer
  • UPS

Greg Pieratt

Principal

License ID# 01438576
office 760.929.7837
cell 619.995.7241
fax 760.929.9977
gpieratt@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Greg Pieratt is a Principal with the Lee & Associates-North San Diego County Office in Carlsbad. He specializes in tenant representation and investment sales.

CAREER SUMMARY

Greg provides clients with a customized process to achieve their real estate goals. His 15 years of experience in the commercial real estate industry is validated by his tremendous knowledge and value to the businesses he represents.

NOTABLE TRANSACTIONS

  • Amazon – Exclusive sub-agent for Amazon in San Diego County, over the past 6 years totaling over 1 Million SF and $250M in consideration.
  • Decision Logic – Represented the Tenant in the 18,000 SF creative office lease. $5,600,000 value.
  • One Source Distributors – Represented tenant in multiple lease transactions totaling over
    60,000 SF on over 50 acres throughout San Diego County.
  • Par Electrical Contractors Inc. – Represented national buyer in the $9,100,000 sale of a 40,000 SF industrial headquarters facility in Escondido, California, located on 5.4 acres of land.
  • Sender One Climbing – Represented tenant in securing their first 2 climbing gym locations. The 2 transactions totaled 45,000 SF and over $8,000,000 in total value.
  • Trek Bicycle Corporation/Electra Bikes – Represented Trek/Electra by subleasing their current 38,000 SF distribution & office facility while negotiating their relocation to a 10,398 SF creative office headquarters facility.
  • United Site Services, Inc. (USS) – USS is a national corporation with over 125 locations. Greg serviced all of their real estate nationally. For 8 years, Greg completed over 50 transactions with USS valued in excess of $60,000,000.

ACHIEVEMENTS

  • Represented clients in over 400 transactions in the past 15 years, totaling over $500,000,000 in transaction volume
  • #1 Producer of the Year: 2014, 2012
  • Top 5 Producer: 2015, 2016, 2017, 2018, 2019
  • San Diego Business Journal “40 Under 40” (2019)
  • San Diego Business Journal Top Producer (2017)
  • SIOR Board Member (2018)
  • Real Estate Forum’s “Southern California’s Leaders of Tomorrow” (2015)
  • San Diego Business Journal’s “Top Producers Under 40” (2015)
  • San Diego Daily Transcript “2014 Top Influential” Nominee

EDUCATION

  • United States Air Force Academy | 1998 – 1999
  • Arizona State University – Tempe, AZ | 1999 – 2002

COMMUNITY INVOLVEMENT

  • Society of Industrial and Officer Realtors (SIOR)
  • Chairman’s Round Table – Board Member
  • Youth Coach (Baseball, Softball, Soccer)

PARTIAL CLIENT LIST

» Acosta, Inc.
» Amazon
» Centex Homes
» Consolidated Electrical Distributors
» Decision Logic
» Electra Bicycle Company
» Flyers Energy
» Irisys Pharmaceuticals
» Meridian Properties, Inc.
» One Source Distributors
» Par Electrical Contractors, Inc.
» Precision One Medical, Inc.
» Quanta Services, Inc.
» Sender One Climbing, Inc.
» Social Gaming Network
» Transpak
» Trek Bicycle Company
» United Site Services, Inc.

Chris Roth

Principal

License ID# 01789067
office 760.448.2448
cell 760.696.2273
fax 760.929.9977
croth@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Chris is a Principal with Lee & Associates – North San Diego County located in Carlsbad, CA. Chris entered the real estate industry in 2006 and has been a member of The Williams Group, a team operating under the Lee & Associates platform, since 2012. Chris specializes in the sales and leasing of Industrial, R&D, and Office properties representing Buyers, Sellers, Landlords, and Tenants in all part of San Diego County with a primary focus in North San Diego County.

CAREER SUMMARY

Prior to joining Lee & Associates, Chris spent six years as a Corporate Real Estate Advisor with McKinney Advisory Group, a real estate firm focused on representing tenants with a national footprint. Chris was the lead contact for large firms such as Molina Healthcare (MOH) and Comex and collaborated with the Corporate Officers to compile an approach to increase profits and reduce real estate costs. Chris completed transactions in all different product types negotiating complex lease and sale transactions across the country.

ACHIEVEMENTS

  • Rookie of the Year – Lee & Associates – North San Diego County
  • Associate of the Year – Lee & Associates – North San Diego County
  • Voted “Top 40 Under 40” by San Diego Business Journal
  • 3 Time Producer of the Month – Lee & Associates – North San Diego County
  • Top 2 Producer 2016 – Lee & Associates – North San Diego County
  • Top Commercial Real Estate Leader – 2017 SD Daily Transcript
  • Top 4 Producer 2017 – Lee & Associates – North San Diego County

EDUCATION

  • UCLA Extension – Los Angeles, CA
    Real Estate Development Certification
    Real Estate Market Analysis Course
  • Colorado State University – Fort Collins, CO
    Bachelor in Business Administration – with an emphasis in Real Estate
  • University of Canberra – Canberra, Australia (Study Abroad)

AFFILIATIONS

  • NAIOP – National Associates of Industrial & Office Properties – San Diego County
  • Provisors – Carmel Valley 2
  • Boys and Girls Club San Dieguito: Junior Board Member
  • San Diego North Economic Development Corporation – Board Member
  • CCIM Candidate

PARTIAL CLIENT LIST

  • Stos Partners
  • Aethercomm
  • Amerillum
  • Aerofam
  • Triple M Packaging
  • Hydranautics
  • Jay Robb
  • Gildred Companies
  • Coola Suncare
  • Saddleback Associates
  • Show Imaging
  • Allied Rubber & Gasket
  • Wells Fargo
  • Stephen Gould
  • Media Corps
  • Five Elements
  • Carleton Management
  • American Property Enterprises
  • Greene Properties
  • City of Vista
  • Master Halco
  • Certified Concrete

NOTABLE TRANSACTIONS

Stos Partners, National City, CA | $12,225,000 | Industrial Investment
Aethercomm, Carlsbad, CA | $12,225,000 | Industrial Investment
Excelsior Partners, Oceanside, CA | $8,537,500 | Industrial Investment
Amerillum, Oceanside, CA | $7,050,000 | Industrial Investment
Comex Group, Riverside, CA | $6,000,000 | Industrial Lease
Manoj REH, LLC, Carlsbad, CA | $5,900,000 | Office Investment
Carleton Management, Inc., Vista, CA | $5,147,000 | Industrial Investment
Levine Trust, Glendora, CA | $4,230,000 | Industrial Investment
Manoj REH, LLC, Vista, CA | $3,900,000 Industrial Investment
Gildred Companies, Carlsbad, CA | $3,725,000 | Industrial Investment
Jay Robb, Carlsbad, CA | $3,500,000 | Industrial Sale
Saddleback Investments, Escondido, CA | $2,950,000 | Industrial Investment
Coola Suncare, Carlsbad, CA | $2,300,000 | Industrial Lease

Garrett Sholer

Principal

License ID# 01172325
office 760.448.1363
fax 760.929.9977
gsholer@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Garrett’s Listings

Download Resume

PROFILE

Garrett Sholer is a Principal and Senior Vice President with Lee & Associates in the North San Diego County office. With 25 years of experience in Commercial Real Estate Investments, his primary focus is acquisition and disposition of Self-Storage facilities, Industrial, Retail Investments & Development Sites.

EXPERIENCE

  • 2014 to present: Principal/Vice President – Lee & Associates, Inc.
  • 2004 to 2013 : Managing Partner – Diversified Associates, LLC
  • 2000 to 2003 : Associate Vice President – Grubb & Ellis Company
  • 1993 to 1999 : Senior Associate – Marcus & Millichap

EDUCATION

  • Bachelor of Business Administration (Specialty: Finance, Real Estate, and Law), California
    Polytechnic University – Pomona, CA
    Concentrations (Graduate Level Studies)
  • Real Estate Investment Analysis
  • Real Estate Contract Law

AFFILIATIONS

  • Bureau of Real Estate, California – Real Estate Broker License in good standing since 1993
  • FINRA Series 7 & 66 Licensed Investment Advisor/Financial Advisor

PARTIAL CLIENT LIST

» Entertainment Properties Trust
(“EPR”)
» Westport Properties
» Fowler Acquisition Partners
» Essex Property Corporation
» Foothill Thrift Loan
» J.E. Robert Companies
» GE Capital Corporation
» Bank of America
» City National Bank
» The FDIC

Matt Weaver

Principal

License ID# 01367183
office 760.448.2458
cell 619.203.4967
fax 760.493.4102
mweaver@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Matt Weaver specializes in the sale of land properties in various stages of development throughout San Diego County and the Inland Empire.

EXPERIENCE

  • LEE & ASSOCIATES, INC. – Principal, 2003 to Present

ACHIEVEMENTS

  • 2019: 52 land transactions sold or pending
  • 2018: #1 Producer (Highest individual production in history of Lee & Associates-North San Diego County)
  • 2013: #1 Producer – Lee & Associates-North San Diego County
  • 2013-2018: Top 3 Producer – Lee & Associates-North San Diego County
  • 2016: “Top Producer Under 40” – San Diego Business Journal
  • Member of Lee & Associates Executive Committee
  • Achieved Partner status within three years of start date
  • Over 350 land transactions: 2013–2019

EDUCATION

  • University of San Diego – San Diego, CA
    Master of Business Administration – Class of 2004
    Emphasis in Finance and Real Estate
  • University of San Diego – San Diego, CA
    Bachelor of Business Administration – Class of 1998
    Student Athlete, Football & Lacrosse

AFFILIATIONS

  • San Diego North Economic Development Council
  • Urban Land Institute Member (ULI)
  • Building Industry Association (BIA)
  • National Association of Industrial and Office Properties (NAIOP)
  • Carlsbad Chamber of Commerce
  • Solana Beach Chamber of Commerce

PARTIAL CLIENT LIST

  • Ambient Communities
  • Bank of America
  • California Bank & Trust
  • California West
  • City of Carlsbad
  • City of San Diego
  • Cornerstone Communities
  • D.R. Horton
  • Fairfield
  • Hallmark Communities
  • KB Home
  • Lennar
  • MBK
  • McKellar & McGowan
  • Meritage
  • New Home Co
  • Pulte
  • Rancon Group
  • Richmond American
  • Shea Homes
  • Suncal
  • Toll Bros.
  • Trammel Crow
  • Wells Fargo Bank
  • Zephyr Partners

RECENT TRANSACTIONS

  • $7,750,000 | 2.18 Acres | 5150 University Ave – Self Storage Redevelopment
  • Confidential | 90 Acres | Oceanside Drive In
  • $21,000,000 | 245 Units | Cypress Ridge – Temecula
  • $9,450,000 | 2 Acres | Solana 101 – Solana Beach
  • $25,000,000 | 1,750 Units | Altair Masterplan – Temecula
  • $21,000,000 | 410 Units | Vista
  • Confidential | 180 Acres | Encinitas – Perkins Ranch
  • $40,000,000 | Ground Lease | Mission San Luis Rey
  • $7,650,000 | 24 Units | La Jolla
  • $35,000,000 | Broadway & C Block | Downtown San Diego
  • $5,985,000 | 542 Units | Murrieta
  • $6,500,000 | 259 Lots | French Valley – Murrieta
  • $4,100,000 | .90 Acres | 1602 Coast Hwy – Oceanside

Rusty Williams

Principal

License ID# 01390702
office 760.448.2453
cell 760.644.1887
fax 760.929.9977
rwilliams@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Mr. Rusty Williams is a Principal with Lee & Associates in North San Diego County and is an
active broker in industrial and office building sales and leasing, investment sales, and land sales.
He has negotiated sales and lease transactions totaling in excess of $820,000,000 in his career.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. Williams has represented
the interests of multiple landlords, developers, banks and tenants within San Diego County.

EXPERIENCE

  • 2002 to 2004: Associate, Lee & Associates
  • 2004 to Present: Principal, Lee & Associates

NOTABLE TRANSACTIONS

  • AMB/Monarch – Oceanside, CA | $89.9 Million | Industrial Development
  • DEI/RREEF – Oceanside, CA | $17.5 Million | Industrial Investment
  • DEI/Calco West Financial – Vista CA | $16.6 Million | Investment
  • Greene Properties/Americare – Vista CA | $15 Million | Investment
  • EB Capital, LLC – Vista, CA | $14 Million | Industrial Sale
  • Stos Partners – National City, CA | $12.2 Million | Industrial Investment
  • Aethercomm / Land Win – Carlsbad, CA | $11.1 Million | Industrial Investment
  • Hamann Companies/U.S. Bank- Oceanside, CA | $8.8 Million | Industrial Land
  • HK Advisors, LLC – Oceanside, CA | $8.5 Million | Industrial Sale
  • L.W. Properties/AMB – Oceanside, CA | $8.5 Million | Medical Development
  • Amerillum/RFT Management – Oceanside, CA | $7.1 Million | Industrial Investment
  • Focus Real Estate Services, LLC – San Marcos, CA | $6.9 Million | Industrial Investment
  • Carlsbad Grand, LLC – Carlsbad, CA | $6.5 Million | Office Investment
  • Manoj REH, LLC – Carlsbad, CA | $5.9 Million | Office Investment
  • Surfside Industries, LLC – Port Hueneme, CA | $5.1 Million | Industrial Investment
  • Nonar, LLC/Distinctive Plastics, Inc. – Vista, CA | $4.8 Million | Industrial Lease

ACHIEVEMENTS

  • 2016, 2011, 2010, 2007 Top Producer, Lee & Associates
  • 2005-2015 Top 3 Producer, Lee & Associates
  • 2003 Rookie of the Year, Lee & Associates
  • 2 Time “30 Under 30” Award Winner – Real Estate Southern California
  • 30 Time Top Producer of the Quarter, Lee & Associates
  • Completed Investment Sales with Institutional Investors & Banks Ranging in Size from
    $1 Million – $89 Million
  • 2015 Voted “Top 40 Under 40” by San Diego Business Journal
  • San Diego Daily Transcript “Top Commercial Real Estate Leader”
  • 2015-2017 SIOR President San Diego
  • 2019 GlobeSt “50 Under 40” Award

EDUCATION

  • Bachelor of Science in History, University of California Los Angeles
  • State of California Real Estate License
  • Society of Office and Industrial Realtors

AFFILIATIONS

Community Affiliations

  • North County Lifeline Board of Directors
  • UCLA Alumni Association (San Diego Chapter)
  • Athletes Touch Board of Directors
  • Society of Office and Industrial Realtors

PARTIAL CLIENT LIST

  • Carlton Management
  • City of Vista
  • American Property Enterprises
  • Gildred Companies
  • Land Win
  • Greene Properties
  • GE Capital
  • Show Imaging
  • Durkin Development, Inc.
  • North County Lifeline
  • STOS Partners
  • Aethercomm
  • Sweetman Properties

Bank Clients
(Completed REO Sales)

  • Wells Fargo
  • US Bank
  • Sunwest Bank
  • Bank of the West
  • Union Bank
  • Torrey Pines Bank
  • Lehman Brothers
  • Bank of America

Victor Aquilina

Associate

License ID# 01936761
office 760.448.1370
cell 858.663.6466
fax 760.929.9977
vaquilina@lee-associates.com
1900 Wright Place Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Victor Aquilina is an Associate with the Lee & Associates-North San Diego County Office in Carlsbad. He specializes in landlord and tenant representation of Retail properties throughout Southern California.

EXPERIENCE

  • 2014 to present: Associate – Lee & Associates
  • 2007 to 2014: Commercial Sales & Upgrades – JDS Plumbing & Mechanical

ACHIEVEMENTS

  • Lee & Associates, Inc. -NSDC 2015 Rookie of the Year

EDUCATION

  • Western Carolina University – Cullowhee, NC – Bachelors of Business Administration
  • State of California Real Estate License

AFFILIATIONS

  • Habitat for Humanity – Cullowhee, NC
  • Youth Sports – City of Carlsbad, CA – Volunteer Coach
  • ICSC

PARTIAL CLIENT LIST

  • Denny’s
  • Popeyes
  • Sherwin Williams
  • Dunkin’ Donuts
  • Wing Stop
  • Dress Barn
  • Crudo Restaurants
  • Marlu Restaurant Group
  • Anytime Fitness
  • Saint Tropez Bistro
  • Breakfast Republic
  • Sizzler
  • Earthwise Pet
  • Expedia
  • Discount Dance Supply

James Bengala

Senior Associate

License ID# 01893865
office 760.448.1017
cell 760.929.9700
fax 760.929.9977
jbengala@lee-associates.com
1900 Wright Place Suite 200
Carlsbad, California 92008

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PROFILE

A driven professional with 15+ years of real estate experience James Bengala specializes in office building investment sales and leasing in San Diego’s North County market. The combination of online marketing, a vast brokerage network and prudent financial analysis allow for numerous CRE transactions in a highly competitive, ever-changing marketplace. Areas of expertise include professional, creative, medical, executive and coworking office buildings.

EXPERIENCE

  • Commercial Real Estate Agent | Office Specialist – San Diego North County, CA
  • Asset Manager | $90M CRE Portfolio – San Diego County & South Orange County, CA

RECENT TRANSACTIONS

  • 2211 Encinitas Blvd – 11,000 SF professional office building – SOLD $4.6M
  • 3264 Grey Hawk Ct – 7,142 SF office/flex – LEASED
  • 1253-1255 Activity Dr – 5,040 SF office/industrial – LEASED
  • 5050 Avenida Encinas – 5,008 SF creative office – LEASED
  • 2625 Imperial Ave – 4,500 SF office/flex – LEASED
  • 7541 Mission Gorge Rd – 3,810 SF office – LEASED
  • 703 Palomar Airport Rd – 2,034 SF creative office – LEASED
  • 5650 El Camino Real – 1,908 SF office – LEASED
  • 5962 La Place Ct – 1,338 SF office – LEASED
  • 345 Saxony Dr – 1,128 SF medical office – LEASED

CURRENT LISTINGS

  • 3045 Rosecrans Street – 27,477 SF office/mixed-use
  • 1441 Montiel Road – 7,182 SF creative office
  • 303 H Street – 4,887 SF office
  • 1120 Sycamore Avenue – 3,529 SF office
  • 3176 Lionshead Avenue – 2,954 to 5,984 SF creative office
  • 1900 Wright Place, Ste 180 – 2,566 SF office
  • 3282 Grey Hawk Court – 2,466 SF office
  • 5962 Priestly Dr, Suite B – 2,406 SF office

EDUCATION

  • University of North Carolina, B.S., Business Administration, Finance & Real Estate
  • California Real Estate Salesperson License

COMMUNITY INVOLVEMENT

  • NAIOP San Diego Chapter – Member
  • 3,000 Waves – Non-Profit Organization to Fight Cancer
  • Father Joe’s Villages – Volunteer
  • Bridges Between – Council Member

T.J. Donnelly

Associate

License ID# 02014349
office 760.929.7843
cell 760.964.8390
fax 760.929.9977
tjdonnelly@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

T.J. Donnelly is a Junior Associate in the North San Diego County office. T.J. teams with Marko Dragovic and Isaac Little, working for the L&D Industrial Strategies group with Lee & Associates. The group specializes in the sales and leasing of Industrial, Investment and Office properties, representing Buyers, Sellers, Landlords, and Tenants. T.J. focuses on prospecting, business development research, analytics, and managing a large client database for the team.

CAREER SUMMARY

2016 to Present
Lee & Associates, Junior Associate

March 2016 to October 2016
Pure Vida Properties, Intern

2014 to 2016
Northrop Grumman Corp., Industrial Engineer Intern, Production Analyst & Engineering Planner

EDUCATION

  • University of Alabama – Tuscaloosa, AL
    – Bachelor of Science in Commerce and Business Administration – Major: Operations Management
  • Relevant Coursework Finance, Accounting, Management, Management Science, Production Planning and Control, Statistical Quality Control, Computer Simulation, Operations Scheduling, Inventory Management, Information Technology, Small Business Consulting, Real Estate Financing, Real Estate Practices and Real Estate Principals

AFFILIATIONS

  • Arts n’Autism | December 2014 – June 2015
    Set up and Participated in after school activities befitting Autistic children enrolled in the program
  • APICS | January 2014 – June 2015
    Leading professional association for supply chain and operations management
  • Society of Operations Management Students | January 2014 – June 2015
    Student run organization whose purpose is to create a networking opportunities between students, faculty, and industry.
  • Mentor | January 2015- June 2015
    Mentored younger students through a University of Alabama Honors School program January 2015- June 2015

CLIENTS

  • Greene & Greene, LLC
  • Rexford Industrial
  • RAF Pacifica
  • Wilco Investments
  • Skylar Home & Patio
  • Birtcher Anderson Properties
  • Gunter Family Trust
  • Atomic Investments
  • Echo Pacific Construction
  • Kartech Solutions
  • Safebuilt Insurnce Services
  • Arc Zone
  • Marketing Genome Project, LLC
  • Hunter Industries
  • Sterndahl Group 3, LLC
  • 15 North LLC
  • Corso Building, LLC
  • Procoat Inc.
  • Pure PRW Pools, Inc.
  • DenAir Inc.

Marc Dudzik

Sr. Vice President

License ID# 01070445
office 760.448.2456
cell 760.500.0111
fax 760.929.9977
mdudzik@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Mr. Dudzik is a Senior Vice President in the North San Diego office of Lee & Associates Commercial Real Estate Services. He specializes in Tenant representation and retail property sales and leasing throughout Southern California.

As a long time resident of San Diego and an active real estate professional since 1989, Mr. Dudzik has extensive knowledge of Southern California.

Mr. Dudzik’s strong points are his aggressive work ethic, exceptional follow-up, extensive market knowledge, and his ability to explore the market to reveal the best opportunities for even the most demanding requirements.

CAREER SUMMARY

  • 1998–Present: Lee & Associates Commercial Real Estate Services, Senior Vice President
  • 1995-1998: Colliers Tingey International, Sales Associate
  • 1990-1995: Lee & Associates Commercial Real Estate Services, Sales Associate
    • Set up the Research Department and then got involved in retail leasing of shopping centers in North San Diego County.

EDUCATION

  • San Diego State University (1989) – Bachelor of Science, Finance, Emphasis in Real Estate
  •  Miramar Junior College (1986) – Associates Degree – graduated with honors

PROFESSIONAL & COMMUNITY AFFILIATIONS

  •  State of California Licensed Real Estate Salesperson
  •  Member of the International Council of Shopping Centers – Since 1991

PARTIAL CLIENT LIST

  • O’Reilly Auto Parts
  • Aqua-Tots
  • Rush Cycle
  • L&L Hawaiian BBQ
  • Wingstop
  • Rosati’s Pizza
  • Farmer Boys
  • Denny’s
  • Golden Corral
  • Wienerschnitzel

Dan Gaston

Associate

License ID# 01219860
office 760.448.2441
cell 760.522.5279
fax 760.929.9977
dgaston@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Dan Gaston specializes in providing local and national companies with real estate advisory services in the leasing, acquisitions and dispensation of industrial, warehouse, manufacturing and distribution facilities. Dan’s education and professional experience help him provide a high level of knowledge about the brokerage industry.

CAREER SUMMARY

As a Commercial Real Estate Advisor for Lee & Associates, Mr. Gaston has represented the interests of multiple landlords, developers and tenants within San Diego County.

EXPERIENCE

• 1998 to present: Associate – Lee & Associates
• Sales Manager: IPS Corporation
• Sales Manager: Hubbard Enterprises
• Sales Supervisor : Coast Distributing (Anheuser Busch products)

EDUCATION

  • B.A. San Diego State University
  • State of California Real Estate License

AFFILIATIONS

  • Distribution Management Association
  • CCIM
  • NSDCAR
  • Boys and Girl Club

PARTIAL CLIENT LIST

  • Buie/Irish Development
  • Ace Group, Inc.
  • Amylin Pharmaceuticals
  • Meyer Farms LLC
  • Ballie Communications
  • Dudeck & Associates
  • Gecko Electronics
  • ST Microelectronics
  • Pave Tech Inc.
  • Soil Engineering Corporation
  • Biosyn, Inc.
  • Alden & Associates
  • Cal Stripe Inc.
  • BBC, Inc.
  • Greene Properties
  • Anixter
  • Pacific One Office Properties

Bo Havlik

Sr. Vice President

License ID# 00799087
office 760.448.2454
cell 858.335.3637
fax 760.929.9977
bhavlik@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Mr. Havlik is a specialist in transactional restaurant representation and retail tenant representation. Mr. Havlik’s experience encompasses all aspects of the restaurant transaction: Landlord representation, tenant representation, sale of existing restaurant and retail businesses, build-to-suit transactions, ground leases, simple leases, sale of excess property, exclusive representation, strategic location planning and consulting.

CAREER SUMMARY

Mr. Havlik has exclusively represented some of the nation’s most prominent restaurants, retailers, and financials throughout San Diego County and Southern California such as Breakfast Republic, California Pizza Kitchen, Carl’s Jr., Champagne Bakery Cafe, Chipotle Mexican Grill, Claim Jumper, Crudo with world renowned chef, Pascal Lorange, Dunkin’ Donuts, El Pollo Loco, Hometown Buffet, Jack in the Box, Koo Koo Roo, LA Gym Equipment, McDonald’s, Northern Trust, Nugent’s Fish Grille, Olive Garden, P.F. Chang’s China Bistro, Panda Express, Pasta Pomodoro, Pat & Oscars, Pier 1, Pizzeria Uno, Roadhouse Grill, Ruth’s Chris Steakhouse, Samurai Sam’s Teriyaki Grill, San Diego National Bank, San Sai Japanese Grill, Sav-on Drug Store, Sears Homelife, Sherwin Williams Paint Store, Sizzler Restaurants USA, Soup Exchange, Spoons Restaurant, Tahoe Joe’s Famous Steakhouse, TGI Friday’s, and Verizon Wireless.

EXPERIENCE

  • 1995 to Present: Principal, Lee & Associates
    Mr. Havlik has completed real estate transactions involving restaurants totaling approximately 700,000 square feet, with combined consideration in excess of $800 Million during his real estate career.
  • 1980 to 1995: Senior Marketing Consultant, Rancon Real Estate
    Prior to becoming a Principal and Partner at Lee & Associates, Bo was a Senior Marketing Consultant with Rancon Real Estate (formerly C.W. Clark, Inc.), where he specialized in shopping center leasing, development and sales as well as a strong emphasis in transitional restaurant real estate.

ACHIEVEMENTS

  • 2016 – Lee & associates., – NSDC Top Retail Lease Transaction
  • 2013, 2014 – Lee & Associates Inc., – NSDC Top Ten Producers
  • 1996 – Partner, Lee & Associates
  • 1984, ‘85, ‘88-’91, ‘93, ‘95, ‘99, ‘01, ‘02, ‘07 & ‘08 – Top Retail Salesperson
  • 1984, ‘85, ‘88-’91, ‘93, ‘95, ‘99, ‘00, ‘02, ‘03, ‘07 & ‘08 – Top Five Producers
  • President’s Club
  • 1980 – Rookie of the Year, Rancon Real Estate

EDUCATION

  • Tulane University – Master of Educational Administration
  • U.S. Naval Academy – Bachelor of Science in Mathematics

AFFILIATIONS

Mr. Havlik’s involvement in the community is extensive. He is Past Chairman of the Board of the La Jolla YMCA, Past President of Torrey Pines Kiwani’s Club, graduate of LEAD San Diego, and Past President of The Breakfast Club. He retired as a Commander in the Naval Reserve at Naval Air Station, North Island, and has coached Pony League Baseball for 12 years, followed by 8 years of Little League baseball. Mr. Havlik is currently the junior varsity baseball coach at Santa Fe Christian High School since 2010.

PARTIAL CLIENT LIST

  • Breakfast Republic
  • California Pizza Kitchen
  • Carl’s Jr.
  • Champagne Bakery Cafe
  • Chipotle Mexican Grill
  • Claim Jumper
  • Crudo
  • Dunkin’ Donuts
  • El Pollo Loco
  • Hometown Buffet
  • Jack in the Box
  • Koo Koo Roo
  • LA Gym Equipment
  • McDonald’s
  • Northern Trust
  • Nugent’s Fish Grille
  • Olive Garden
  • P.F. Chang’s China Bistro
  • Panda Express
  • Pasta Pomodoro
  • Pat & Oscars
  • Pier 1
  • Pizzeria Uno
  • Roadhouse Grill
  • Ruth’s Chris Steakhouse
  • Samurai Sam’s Teriyaki Grill
  • San Diego National Bank
  • San Sai Japanese Grill
  • Sav-on Drug Store
  • Sears Homelife
  • Sherwin Williams Paint Store
  • Sizzler Restaurants USA
  • Soup Exchange
  • Spoons Restaurant
  • Tahoe Joe’s Famous Steakhouse
  • TGI Friday’s
  • 4G Verizon Wireless

Michael Golden

Associate

License ID# 01359892
office 760.448.2447
cell 760.310.6567
fax 760.929.9977
mgolden@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Mr. Michael Golden is an Associate with Lee & Associates in North San Diego County. He specializes in the sale and leasing of retail and investment properties throughout San Diego County. Using a comprehensive and innovative approach in marketing initiatives, business strategy, and financing, Mr. Golden excels at growing and protecting the assets of his clients.

CAREER SUMMARY

Mr. Golden’s career encompasses 18 years of experience in finance and real estate.
• 2016 to present: Associate, Lee & Associates
• 2008 to present: COO, Golden Opportunity Properties
• 2015 to 2016: Associate, Marcus & Millichap
• 2010 to 2015: COO, Art Soup
• 2007 to 2008: Private Mortgage Banker, Wells Fargo
• 2005 to 2007: Regional Home Loan Specialist, Smith Barney
• 2002 to 2004: Director of Retail Sales, Universal Mortgage Bankers

Notable Achievements:

• 2019 Lee & Associates Humanitarian Award recipient
• 2019 Associate of the Year
• 2019 Top Associate Producer of the Year
• 2019 Top 8 Producer of the Year
• 1-Time #1 Producer of the Month
• 3-Time #2 Producer of the Month
• 1-Time #2 Producer for Q4
• 4-Time Top Associate Producer of the Month
• 2-Time Top Associate Deal of the Month
• 1-Time Top Associate Producer for Q4

During his career, Mr. Golden has achieved numerous awards and distinctions. Notably at Smith
Barney, he held a #1 and #2 national ranking for two consecutive years and consistently ranked in
the top 15 across all performance categories. Additionally, Mr. Golden generated and maintained a
daily lend

EXPERIENCE

  • 2016 to present: Associate, Lee & Associates
  • 2008 to present: COO, Golden Opportunity Properties
  • 2015 to 2016: Associate, Marcus & Millichap
  • 2010 to 2015: COO, Art Soup
  • 2007 to 2008: Private Mortgage Banker, Wells Fargo
  • 2005 to 2007: Regional Home Loan Specialist, Smith Barney
  •  2002 to 2004: Director of Retail Sales, Universal Mortgage Bankers

ACHIEVEMENTS

During his career, Mr. Golden has achieved numerous awards and distinctions. Notably at Smith Barney, he held a #1 and #2 national ranking for two consecutive years and consistently ranked in the top 15 across all performance categories.

Additionally, Mr. Golden generated and maintained a daily lending pipeline of $53 million while leading a retail sales division of 175 employees across 38 states.

EDUCATION

  • University of Hartford – Bachelor of Science, Business Administration

CREDENTIALS & ASSOCIATIONS

  • International Council of Shopping Centers (ICSC) member

AFFILIATIONS

Community Affiliations

  • MS Society
  • Susan G. Komen Foundation
  • Magdalena Ecke Family YMCA (Father- Daughter Adventure Princess Program)
  • Tau Kappa Epsilon Fraternity Alumni

 

Tim Gosselin

Vice President

License ID# 01495432
office 760.929.8134
cell 760.822.3730
fax 760.493.4108
tgosselin@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Tim represents property owners and occupants throughout Central San Diego. He has been a native to San Diego County since 1989. He has over a decade of experience and has represented over 400 building owners or occupants in finalized sale and lease transactions. In 2016, he was promoted to Vice President due to his experience and client results. He has a strong market presence in Central San Diego and is a recognized resource consultant for many property owners, occupants, and real estate professionals with requirements or clients. He also has a strength in digital marketing due to his previous career in the IT Industry and is uniquely able to utilize the internet to maximize property exposure.

CAREER SUMMARY

2012 to Present
Lee & Associates, Vice President
– An emphasis in representing property owners and tenants throughout the San Diego submarkets.

2010 to 2012
Grubb & Ellis Company, Senior Associate

2009 to 2010
SD Commercial Realty Advisors, Inc., Senior Associate
– Advised and consulted companies on how to make the most effective and efficient
decisions regarding their office and industrial requirements tailored to their business growth projections.

Strategically positioned available office and industrial buildings for sale or lease in the Central San Diego markets by pricing product types correctly and used aggressive advertising with a door-to-door approach and internet marketing campaigns.

2005 to 2009
AWS Commercial Real Estate, Associate
– Specialized in commercial property sales and leasing. Successfully completed over 150 commercial real estate lease and/or sales transactions throughout tenure with the firm.

AFFILIATIONS

  • Lee & Associates 2016 – Marketing Advisory Board
  • Grubb & Ellis 2011 San Diego Advisory Board
  • National Association of Industrial and Office Properties (NAIOP)

CLIENTS

  • Gildred Development
  • Shaw Industries (Berkshire Hathaway Subsidiary)
  • Dish Network
  • Swank Audio Visual
  • Mettler Toledo Company
  • Krenek Design Group
  • Coffman Specialties
  • BMR 9466, LLC
  • Triangle Investments Co.

Alex Gudim

Associate

License ID# 02030313
office 760.448.1368
cell 858.922.9095
fax 760.493.4106
agudim@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, CA 92008

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PROFILE

Land & Multi-Family Real Estate Sales, Account Management, and Customer Service Professional with over 6 years of direct experience. History managing accounts in technology, software, and real estate markets, lead sourcing, contract development, and onboarding. Experience developing prospecting and marketing campaigns, and developing relationships with C- and VP-level stakeholders.

EXPERIENCE

Junior Associate – Lee & Associates – 2019-Present

  • Research underlying zoning code, density, and developmental standards to determine the highest and best use for vacant and underdeveloped land.
  • Create development Pro-Formas for ground-up land development opportunities forecasting revenues, finished lot costs, and financing assumptions.
  • Create opinion of value reports for clients to assist in understanding the underlying value of the asset.
  • Research ownership and title of land throughout Southern California area.

Senior Investment Associate – Acre Investment Real Estate Services – 2017-2019

  • Created and maintained complete records for all prospect and customer interactions within proprietary CRM.
  • Created broker opinion of value spreadsheets, proposals, opinions of value and financial summaries for prospective clients.
  • Lead business development efforts through industry specific prospecting techniques and technologies.

Buyer’s Agent – Redfin – 2015-2017

  • Worked with buy-side clients to prepare and submit offers on residential properties in all San Diego territories; advising clients on structuring an appropriate offer to purchase the selected property.
  • Negotiated on behalf of the buyer to help obtain the identified property.
  • Assisting in viewing properties – accompanying the buyer on the showings, or preview
    the properties on behalf of the buyer to ensure that the identified specifications are met.

EDUCATION

  • Bachelor of Arts, Politics, University of San Francisco
  • Conflict Resolution Program, Boston University, Geneva, SW & London, UK
  • University of Virginia, Semester at Sea

COMMUNITY INVOLVEMENT

  • Urban Land Institute Member (ULI)
  • National Association of Industrial and Office Properties (NAIOP)
  • The Carol and James Collins Foundation

Zack Martinez

Jr. Associate

License ID# 02077231
office 760.448.1367
cell 661.810.9097
fax 760.695.1215
zmartinez@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, CA 92008

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PROFILE

Zack Martinez is a Junior Associate with the Lee and Associates – North San Diego County
Office in Carlsbad. Zack joined Kelly Nicholls on her team, focusing on Industrial and Office tenant
representation, as well as sales and leasing. Zack focuses on the team’s marketing efforts, creating
financial models, market research, prospecting and database management.

EXPERIENCE

Jan 2019 – Present
Transitional Researcher/Junior Associate – Lee and Associates, Carlsbad, CA

  • Learned and Analyzed the San Diego Commercial Real Estate Markets
  • Used CoStar to research availability, build market reports, and contact ownership/the owner’s
    representation about available properties in multiple markets.
  • Researched Title and Ownership of properties.
  • Worked with multiple brokers within the office to learn best practices in CRE.
  • Built databases for specific projects
  • Prospect
  • Manage deal flow while teammate is traveling with clients.
  • Create financial models to project what clients can expect to pay throughout lease terms.
  • Business Development.

2016-2018

  • Head of Business Development and Email Coordinator – Hype Media Group, Long Beach, CA
  • Helped start the outbound Sale Team
  • Sales Team Administrator – Made sure team set and reached goals regularly. Ensured they had
    all resources needed to be successful and held them accountable for all goals.
  • Managed Clients Websites and creative content.
  • Email Coordinator – Managed the creative and made sure email blasts reached the right
    audiences for each auto dealership he oversaw.

Notable Transactions Include:

  • Earnest Packaging Solutions – (2 Assignments) 168,566 SF Leases

EDUCATION

  • Pepperdine University – Bachelor of Arts in Advertising and Marketing with an emphasis in
    Business Administration.
  • State of California Real Estate License

COMMUNITY INVOLVEMENT

  • Licensed CA Real Estate Agent: Lic. #02077231
  • Sigma Chi Fraternity Alumni.

 

Monique Medley

Senior Associate

License ID# 01212444
office 760.448.2438
fax 760.929.9977
mmedley@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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View Monique’s Listings

PROFILE

Monique Medley is a Senior Associate in the Lee & Associates office in Carlsbad. She specializes in the leasing and sale of North San Diego County properties and prioritizes small to mid-sized companies long term commercial real estate goals. She effectively negotiates and closes purchases, leases and renewals in a timely and proactive manner, using her local market expertise to focus on clients priorities, maximizing resources and efficiently executing desirable transactions on their behalf. She is an expert in finding ideal locations and negotiating leases on behalf of craft breweries and spirit companies.

Monique continues to engage in ongoing training including lease processes, green buildings, NAIOP events, project marketing, brewery facilities, water issues and relevant information affecting property owners.

CAREER SUMMARY

  • Over 25 years of experience in Commercial Real Estate marketing, leasing and sales
  • 2005 Xtreme Effort Award
  • 2018 President’s Award
  • 2018 Quarter 1 Top Producer
  • Notable Brewery & Distillery Transactions
  • Regularly contributes articles relevant to her expertise

EXPERIENCE

  • LEE & ASSOCIATES, INC. – Senior Associate – 2013 to Present
  • CASSIDY TURLEY SAN DIEGO – Industrial /Office Specialist -2005 to 2013
  • CB RICHARD ELLIS – Senior Marketing Associate -1995 to 2005

EDUCATION

  • California Real Estate License
  • Palomar College, San Diego, CA – Emphasis in Real Estate Business
  • Lumbleau Real Estate School
  • Ongoing training including lease processes, transaction analysis, NAIOP events, project marketing, brewery facilities, water issues and relevant information affecting property owners.
  • 2015 graduate of Citizens Water Academy

AFFILIATIONS

  • National Association of Office and Industrial Professionals (NAIOP)
  • San Diego Humane Society – Volunteer
  • BIA
  • Member of Carlsbad, Oceanside and Vista Chambers of Commerce
  • Current Vista and lifetime North County resident

PARTIAL CLIENT LIST

» American Property Enterprises
» Brandywine Realty
» Wershing LP
» Earth Source Inc.
» Gildred Companies
» Hunsaker Development
» LBA Realty
» Madison Square Properties
» RREEF
» Personal Strengths Publishing
» Square One Development
» TA Associates
» The Davidson Group
» ZDI Commercial
» 2 GIG Technologies

Craft Breweries

» Black Plague Brewing
» The Booze Brothers
» Offbeat Brewing
» Generous Spirits
» Indian Joe Brewing
» Dos Desperados Brewing
» Fathom Brewing

Patrick Miller

Sr. Vice President

License ID# 00296599
office 760.929.9700
cell 619.972.5020
fax 760.929.9977
pmiller@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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View Patrick’s Listings

PROFILE

Mr. Miller is a Founding Senior Vice President of Lee & Associates North San Diego County office. He specializes in the sale of land and investment properties. He has negotiated sales transactions totaling in excess of $1.5 billion, and $250 million in leases.

EXPERIENCE

43 years full time real estate experience

  • Lee & Associates, Senior Vice Principal | 2000 – Present
  • GM Investment Properties , Co-Owner | 1999 – 2000
  • KPM Investment Properties | 1985 – 1998
  • H&M Development Co., Co-Founder/President | 1988 – 1995
  • Century 21 Harriman-Miller, Co-Owner/President | 1985 – 1996

AFFILIATIONS

  • Fallbrook Board of Realtors (Past President) 1980
    CCIM Designation 1970
    California Real Estate Brokers License

Alma Miluso

Associate

License ID# 01983766
office 760.448.2451
cell 415.407.3470
fax 760.929.9977
amiluso@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, CA 92008

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PROFILE

Alma Miluso is an Associate with the Lee and Associates – North San Diego County Office in Carlsbad. Alma has joined the team of Greg Pieratt who focuses on Tenant Representation serving tenants and buyers with strategic planning, needs analysis, site selection, negotiation and acquisitions. Alma focuses on prospecting, business development research, analytics, and manages a large client database for the team.

EXPERIENCE

2018- Present
Associate – Lee and Associates, Carlsbad, CA
– Tenant Representation

2016-2017
Transitional Researcher/Agent – Lee and Associates, Carlsbad, CA
– Researched Ownership & Title of properties.
– Utilized CoStar to research the Sales & lease comparable of properties
– Learned and analyzed the San Diego commercial real estate markets
– Worked alongside multiple brokers and studied multiple markets and product types
– Toured and showed multiple buildings/suites for brokers
– Built database for multiple projects
– Completed weekly training with President of Lee and Associates

2013-2017
Commercial Property Manager – Sunwood Ventures, San Diego, CA
– Performed routine inspections of properties
– Managed operating budgets, tenant improvements, capital improvements, maintenance, and repairs.
– Monitored expiring leases and renewals
– Negotiated lease terms for new leases or renewals
– Oversaw day-to-day operations of over 100,000 square feet of office and industrial space.

2009-2012
Hospitality Services Manager – San Francisco, CA

EDUCATION
Real Estate Finance, Investment & Development Certificate, University of San Diego, CA.
Real Estate Salesperson License, San Diego, CA.
Bachelors of Arts in Legal Studies, University of California Santa Cruz, Santa Cruz, CA.

COMMUNITY INVOLVEMENT
– Chicano Federation – Member of the Housing & Real Estate Community
– Hispanic Chamber of Commerce
– CRT – Chairman’s Round Table
– Carlsbad Chamber of Commerce

LANGUAGE
Fluent in Spanish

Tim Moore

Sr. Vice President

License ID# 00901527
office 760.448.2450
cell 760.458.6437
fax 760.929.9977
tmoore@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

Mr. Moore has over 32 years experience in commercial real estate, and has worked under several other firms including Coldwell Banker Commercial, GVA IPC, Grubb & Ellis, Pacific Southwest Realty, and CBRE.

CAREER SUMMARY

Mr. Moore has over 28 years of experience in commercial real estate, and has worked under several other firms including Coldwell Banker Commercial, GVA IPC, Grubb & Ellis and Pacific Southwest Realty. Mr. Moore’s accomplishments include Associate of the Year at Lee & Associates in 2016, Top Producer at Pacific Southwest Realty from 1994 – 1997, 2nd in Production at Grubb & Ellis (North County) from 1998 – 2002 and Top Producer at GVA IPC (North County) from 2003 – 2006.

EDUCATION

  • San Diego State University
    Bachelor of Arts, General Education
    Minor: Business Management

AFFILIATIONS

  • Former Youth Sports Coach
  • Resident of Carlsbad Thirty-Seven Years
  • Former High School Baseball Coach
  • NAIOP Member
  • Marcus Valdez Memorial Scholarship Fund Member

PARTIAL CLIENT LIST

  • Cal Sorrento LTD
  • Hydro-Scape
  • Gen Target
  • Cornwell Corporation
  • 6th & K LTD
  • McMahon Development Group
  • Ameron
  • Diamond Group LTD
  • Ewing Development
  • McMahon Oliphant Development
  • American Assets
  • Sumitomo
  • Koll Company
  • Finest City Development
  • m2Ingredients
  • Nordson Asymtek
  • SR Commercial
  • Lab Trader

Drew Olson

Associate/Business Development

License ID# 02049653
office 760.448.1372
cell 760.519.1998
fax 760.493.4086
dolson@lee-associates.com
1900 Wright Pl, Suite 200
Carlsbad, CA 92008

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PROFILE

Drew Olson is an Associate with Lee & Associates and a member of the Barr & Bennett Net Leased Investment Group, which assists clients in the acquisition and disposition of neighborhood shopping centers, strip shopping centers, free-standing pad buildings including multi-tenant pads, restaurant buildings, fast food buildings, gas station and convenience stores, ground lease investments, single tenant industrial and office properties, and sale leaseback transactions. The Barr & Bennett Net Leased Investment Group has completed nearly $1 billion in transactions in the past 10 years.

Mr. Olson’s education in finance and investment analysis, combined with his research skills, will make him a highly utilized member of the team and a great resource for the Group’s clients. Additionally, Mr. Olson will focus on business development, research, database management, and client services.

CAREER SUMMARY

2017 to Present
Lee & Associates, Transitional Researcher

CoStar research – sales & lease comparables, activity reports, etc.
Analyzed the San Diego commercial real estate markets
Assisted broker’s with the buying/selling/leasing of buildings for the parties they represent.
Created analysis reports for brokers in their respective field
Built databases for brokers through excel
Showed and toured buildings for brokers
Title/Property Ownership research

EDUCATION

Northern Arizona University – Flagstaff, AZ
Bachelor of Science – Finance with a Certificate in Investments
Certified in Bloomberg Market Concepts
Experienced with Excel Financial Modeling and Coding using VBA

LEADERSHIP AND ACTIVITIES

Vice President, NAU Investment Club
National Honors Society – Sigma Alpha Lambda
NAU Intramural Sports Supervisor

Partial Client List BARR & Bennett Net Leased Investment Group

– Excel Trust
– Cadence Capital
– The Carrington Company
– Investors Associated
– Noble Properties
– Inland Private Capital Corp.
– Evergreen
– Phillips Edison
– Retail Capital Solutions
– Paragon Commercial
– VREIT, Inc. (Formerly ARCP)
– National Retail Properties
– Midtown National
– The Niki Group
– Embree Group
– Store Capital
– Oakridge Investments
– Petrovich Development
– Sandor Development
– Pursuit Development
– Viking Partners
– Westwood Financial
– Direct Development

John Orlando

Vice President

License ID# 01248992
office 760.448.2455
cell 760.214.7333
fax 760.929.9977
jorlando@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, California 92008

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PROFILE

John Orlando is a Broker, Vice President with Lee & Associates – North San Diego County office in Carlsbad. He specializes in industrial and retail properties.

CAREER SUMMARY

John evaluates each client’s needs carefully and tailors a strategy specifically for their focus and objective. With John’s background in asset management and leasing administration, a specialized skill set is offered to many requirements. John has also been active in sales and acquisitions for investors, sellers, and business owners. Being active since 1996, John’s extensive database of clients brings value to present and future projects

EXPERIENCE

  • 2015-Present- Broker, Vice President with Lee & Associates
  • 2006-2015 – Broker at BRE/Cassidy Turley/DTZ/Cushman & Wakefield
  • 1996-2006 – Director of Leasing, Brokerage Services – Pacifica Enterprises, Rancho Santa Fe, California.

AFFILIATIONS

  • International Council of Shopping Centers (ICSC) – Member
  • California Department of Real Estate – State Licensed Real Estate Broker
  • California Association of Realtors (C.A.R.) – Member
  • North San Diego County Association of Realtors (NSDCAR) – Member

NOTABLE TRANSACTIONS

  • BMW of Vista: Represented BMW dealership in relocation from Oceanside to an off-market opportunity near the 78 Freeway
  • Ashley Furniture: Represented Ashley Furniture in acquisition of a 106,000 SF Freeway visible property and showroom relocation
  • San Marcos Harley Davidson: Leased them a 40,000 SF showroom and dealership facility
  • Indian Motorcycle North County: Assisted the franchise in locating and leasing a 10,000 SF Freeway visible showroom and service facility
  • Arizona Leather: Assisted with a 15,000 SF showroom lease
  • Walmart: Assisted their real estate team in numerous land and building transactions
  • Ethan Allen Furniture: Completes a 24,000 SF showroom lease
  • Starbucks Coffee: Negotiated and completed several leases and build to suite projects
  • Morris Cerutto World Evangelism: Represented the international evangelical group in acquisition of a 15-acre hotel property on the 8 Freeway, Hotel Circle area of Mission Valley
  • L.A. Unified School District: Leased 30,000 SF in Western Los Angeles
  • Plumbers Furniture: Leased 32,000 SF showroom on Freeway 78, San Marcos.

James Pieri, Jr.

Sr. Vice President

License ID# 01411347
office 760.448.2457
cell 619.972.2214
fax 760.929.9977
jpieri@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, CA 92008

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PROFILE

James Pieri, Jr. has specialized in Commercial Real Estate Brokerage, Construction and Development, Marketing, Asset and Property Management throughout San Diego County and abroad since 2001. He has extensive experience with Buyer and Seller purchase negotiations, Business and Restaurant purchase negotiations, ABC Liquor license purchase, investment sales, Tenant and Landlord Lease negotiations, asset management, market analysis, financial analysis, and development.

EXPERIENCE

2020–Present
Senior Vice President
Lee & Associates Commercial Real Estate Services
Involved in sales, tenant representation and leasing of retail buildings, restaurants and shopping centers. Specialized in working with retail and restaurant clients expanding throughout Southern California, in addition to assisting Landlords in bringing their centers to full occupancy.

2005-2020
President/CEO
Gateway Financial Real Estate
James Pieri, Jr., a native of San Diego founded Gateway Financial Real Estate in 2005 with the sole purpose of connecting people with great aspirations to propel our amazing city’s growth in positive ways with their quality businesses. is services included; Buyer & Seller Representation, Tenant & Landlord Representation, Leasing, Investment Purchases, Business Brokerage, Restaurant Asset Sales, ABC Liquor License Purchase & Transfer, Marketing and Financial Analysis.

2003-2010
Vice President
Mountain West Real Estate
Oversaw the company’s real estate activities, leasing, purchasing, land acquisition, property management and office operations. Oversaw approximately 500,000 SF of mixed-use Class A office and retail properties in addition to approximately 50 multifamily apartments and several single family residence rental units. Identified areas requiring upper management involvement and analysis. Provided ownership with detailed reporting on acquisition opportunities. Made executive level decisions while maintaining high level of professionalism.

EDUCATION
• San Diego State University (1998-2003) – Bachelor of Science

PROFESSIONAL & COMMUNITY AFFILATIONS
• State of California Licensed Real Estate Salesperson
• ProVisors of San Diego (La Jolla Chapter Member)

Jake Rubendall

Associate

License ID# 02037365
office 760.448.1369
cell 818.640.0838
fax 760.695.1129
jrubendall@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, CA 92008

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PROFILE

Jake Rubendall is an Associate with Lee & Associates – North San Diego County office in Carlsbad.
He specializes in representing landlords, tenants, sellers, and buyers for Industrial, Office, R&D, Flex, and Land properties throughout San Diego County. Jake aims to maximize value for his clients by understanding their needs and wants then implementing a personalized strategy to help them meet their commercial real estate goals.

CAREER SUMMARY

Jake began his brokerage career with the Williams Roth Group in 2018. His expertise of the market allows him to provide businesses and investors with in-depth knowledge to guide them towards their most ideal real estate solutions. Jake hangs his hat on providing a high degree of client service with an honest and hard-working attitude.

Notable Recent Transactions Include:

  • Focus Real Estate, LP – San Marcos, CA   |  $9.25 Million  | Multi-Tenant Industrial Investment Sale
  • Thomas L. Baker Real Estate  |  $3.925 Million  |  Industrial Sale LLC / 20 20 Plumbing & Heating – San Marcos, CA
  • Continuity Products, LLC. – Carlsbad, CA  | $2.8 Million |  Flex Sale
  • Zuest Industrial Building, GP – Carlsbad, CA  |  $1.6 Million |  Flex Lease

EXPERIENCE

2018- Present
Associate – Lee and Associates, Carlsbad, CA

  • Prospecting for new business by contacting owners and tenants of industrial real estate
  • Business development of clients through handling various aspects of the transaction process
  • Managing a large internal database of ownership contact information

2016-2017
Transitional Researcher/Agent – Lee and Associates, Carlsbad, CA

  • Researched Ownership & Title of properties.
  • Utilized CoStar to research the Sales & lease comparable of properties
  • Learned and analyzed the San Diego commercial real estate markets
  • Worked alongside multiple brokers and studied multiple markets and product types
  • Toured and showed multiple buildings/suites for brokers
  • Built database for multiple projects
  • Completed weekly training with President of Lee and Associates

EDUCATION

  • San Diego State University – San Diego, CA
    Bachelor of Science in Business Management – with an emphasis in Entrepreneurship
  • State of California Real Estate License
  • University of San Diego – San Diego, CA
    Certificate in Real Estate Finance, Investments, and Development

COMMUNITY INVOLVEMENT

  • National Association of Industrial and Office Professionals (NAIOP) – Developing Leader – San Diego Chapter
  • Urban Land Institute (ULI) – Young Leader
  • San Dieguito Boys and Girls Club – Jr. Board Member

Eric von Bluecher

Associate

License ID# 01926201
office 760.929.7846
cell 858.252.8082
fax 760.929.9977
evb@lee-associates.com
1900 Wright Place, Suite 200
Carlsbad, CA 92008

Download Resume

 

PROFILE

Eric von Bluecher is an Associate with Lee & Associates – North County San Diego County Office
in Carlsbad. Eric specializes in multifamily real estate investments located in Coastal Submarkets of
Southern California, primarily in Los Angeles and North County San Diego.

CAREER SUMMARY

In 2013 Eric began his commercial real estate career building a phenomenal network of investors
in Los Angeles, one of the most dynamic markets in the country. Eric was trained by CCIM level
managers throughout has career and has built his business on integrity and performance averaging
98% of list/sale price. Eric brings a full network of active investors in Southern California from mom
& pop operators to large private equity and family office investors both local and nationwide.

EXPERIENCE

  • 2020 – Present – Lee & Associates
  • 2013-2017 – KW Commercial in both Los Angeles & San Diego
  • 2011-2014 – Owner of Discount Surf Company LLC

Notable Transactions Include:

  • 33% Market Share of Venice Multifamily Transactions in 2016
  • 15 units on 354 4th Ave buyer representation in Venice, off market
  • 24 GRM sale of 1028 12tth Street, Santa Monica – buyer / seller rep off market
  • 6 units on Beverly Glen for $250k under ask, buyer rep
  • 4 Units on 645 Rose $100k over ask, seller rep
  • 6 units on 653 Flower $300 under ask, buyer rep
  • 6 units on 947 5th St, $750k under ask, buyer rep
  • 6 units on 1326 Yale, 100% of ask, buyer and seller rep
  • 6 units on 953 19th St, $700k under ask, buyer rep

EDUCATION

  • Bachelors Communications/Market – California State University San Marcos
  • California Real Estate Sales Persons License

COMMUNITY INVOLVEMENT

  • CAR
  • NAR

Alex Weiss

Associate

License ID# 01893865
office 760.448.2452
cell 916.580.8145
fax 760.929.9977
aweiss@lee-associates.com
1900 Wright Place Suite 200
Carlsbad, California 92008

Download Resume

PROFILE

Alex Weiss is an Associate with Lee & Associates – North San Diego County and a team member of Tenant Edge Real Estate Advisory Services. His specialties in the Tenant Representation realm include industrial, Lab, and office lease & purchase transactions. He has a true passion and sense of duty to his client’s real estate goals.

Mr. Weiss attended San Diego State University, and graduated with a degree in Finance and an emphasis in Real Estate. Along with involvement in NAIOP and the San Diego Chamber of Commerce, Alex is a sponsor and board member of the San Diego/Baja Roundtable for the Council of Supply Chain Management Professionals.

CAREER SUMMARY

Alex’s expertise in the market allows him to advise businesses with honest and value-add commercial real estate solutions. He maintains a detailed and comprehensive database to track the market by reaching out to the business community daily.

Notable Transactions Include:

  • CED Greentech – Represented Tenant in their San Diego regional consolidate and expansion of 85,000 sf distribution facility. Transaction valued in excess of $5.7M.
  • Transpak Logistics – Represented Buyer in acquisition of cross-border distribution and storage yard. Transaction included a 23,000 SF warehouse and 4 legal parcels with a total of 4 acres. Total consideration was in excess of $4.2M.
  • H&E Equipment Rentals – Represented national equipment rental company in a relocation of their San Diego branch site. The lease included 19,000 sf of showroom & service bays, on nearly 4 acres of land in central Miramar submarket. Transaction was valued in excess of $6M.
  • Trek Bicycle Corporation/Electra Bikes – Represented Trek/Electra by subleasing their current 38,000 SF distribution.
  • iDemand Energy – Represented solar tenant in 17,000 SF transaction in central Miramar submarket. Lease valued at over $1.25M.

EXPERIENCE

LEE & ASSOCIATES, INC. – Associate – 2012 to Present
CUSHMAN & WAKEFIELD – Associate – 2011-2012
COSTAR GROUP, INC. – Research Analyst – 2007-2011
Prior to entering commercial real estate, Alex was a Research Analyst at CoStar Group, the largest real estate information company in the United States. At CoStar Group, Alex tracked the commercial real estate market across the nation to produce detailed sales and lease comparison reports.

EDUCATION

  • San Diego State University – San Diego, CA
    Bachelor of Science, Finance with an emphasis in Real Estate
  • University of San Diego, San Diego, CA
    Certificate in Real Estate Finance, Investment & Development

AFFILIATIONS

  • State of California Licensed Real Estate Salesperson
  • NAIOP Developing Leaders Group
  • San Diego State Alumni Association
  • San Diego Chamber of Commerce

PARTIAL CLIENT LIST

  • AVAD
  • Bioclone, Inc.
  • Carrier Transicold
  • CED Greentech
  • Closet World
  • Core-Mark
  • Electra/Trek Bikes
  • Filtration Group
  • Flyers
  • H&E Equipment Rentals
  • Instant Checkmate
  • Intelicare Direct
  • Landcare
  • Molina Healthcare
  • One Source Distributions
  • SC Oil
  • Spectral Dynamics
  • Transpak
  • Waco Filtration Group

Kimberly Fischer

Controller / Operations Manager

Kelly Brown

Front Desk Coordinator

Nicole Lindman

Transaction Coordinator

Claudia Marshall

Administrative Assistant

Tara O’Connor

Brokerage Coordinator

Lael Borduin

Marketing Assistant

Andrea Hood

Marketing Assistant