Partnerships Expert Witnesses

San Diego, California

Legal, Securities & Investments - securities, corporations, antitrust, partnerships, limited liability companies, corporate governance, fiduciary duties, private offering, Rule 10(b)-5, Rule 506, brokers, suitability, know your customer, arbitration, freeze outs, oppression

A highly regarded legal consultant and expert witness, Professor Mark R. Lee is an expert in Securities Regulation, Corporations, Unincorporated Business Organizations, and Antitrust. He has provided consulting or expert witness services in connection with a wide variety of matters ranging from Rule 10(b)-5 liability, exemptions from registration, and compliance with SEC Rule 506 to fiduciary duties, corporate governance, “freeze outs,” and hostile takeovers to distributor terminations and revocation of hospital privileges. Professor Lee has taught at ten law schools in the United States, four in Europe. Currently, he is Professor-of-Practice and J. Lawrence Irving Senior Distinguished Teaching Fellow at the University of San Diego School of Law. He is the author of Organizing Corporate and other Business Enterprises, 6th ed. (LEXIS, 2000) (with L. Gross) [textually updated annually], Antitrust Law and Local Government (Greenwood Press 1985), and articles in academic journals. ...

Newport Beach, California

Real Estate - Matters involving landlords, tenants, buyers, sellers, brokers fiduciary duties and duty of care, property and asset management, AIR contracts, commercial and residential real estate, leasing, sales, CAM charges, holdover, surrender of property, partnerships, options, rent adjustments, mold & more

After graduating from UCLA in 1984, John began working in real estate brokerage in Orange County, California. While in brokerage, John specialized in industrial sales and leasing, as well as investment sales. John was regularly recognized as a top producing salesperson. In 1990, John began working with Fujita Corporation USA as their vice president and as the managing director of Fujita Corporation's property management division, Fujita Property Management (FPM). While at Fujita, John was responsible for overseeing just under 4 million square feet of institutional grade commercial and residential property (valued at approximately $400 million with just over 700 tenants) and for the day-to-day operations of FPM. His duties included oversight of the first private Japanese REIT in California. When John joined Fujita, most of their portfolio was under fee management. Within two years, John grew FPM and took the management of all properties in house. In addition to leasing hundreds of t...

Los Angeles, California

Real Estate, Property Management - Commercial real estate, property management operations, brokerage, shopping centers, asset management, sales/lease transactions, Premises liability, Industry custom and practice, landlord/tenant disputes, dual agency, investors, partnerships, escrow, finance, common area maintenance, conflict of interest

Commercial property management and brokerage expert. President/CEO of CBM (1994-2020) and Manager of Sammar, LLC, overseeing 11 million square feet, thousands of tenants, several hundred landlord clients, dozens of property managers, and leasing agents. Board Member of CAM Property Services, a provider of facility and property services throughout California. Broker of record for more than 300 leasing and sales transactions annually.

Culver City, California

Real Estate, Legal - Land Use, Entitlement, Real Property, Contracts, Partnerships, Development, Mixed-Use, Design, Due Digligence, Acquisition, Management, Negotiation, Agreements, Investment

I offer over thirty-five years of experience in successful private and corporate residential & mixed-use real estate acquisition, entitlement, design, investment, transaction and development operations. My specialization includes contracts and operations relating to land use, due diligence, major property entitlements, land development, project design, partnership structuring, marketing and disposition. As both an attorney and real estate broker, I regularly provide pre-litigation and litigation support – as well as expert witness services. I offer assistance to companies and legal counsel in leading complex negotiations, managing development teams, reviewing and implementing ordinances, drafting agreements, structuring compliance, and directing teams of outside counsel.

Delray Beach, Florida

Real Estate - Partnerships, Commercial Real Estate, Landlord/Tenant Disputes, Operating Agreements, Dispositions, Acquisitions, Site Plans, Property Valuations, Real Estate Contracts

Mr. Broidis is an expert witness with regard to all facets of the commercial real estate industry and has been used by many local, regional and national law firms to assist with their litigation matters. A partial list of subject matters that I have served as an expert witness includes, but is not limited to: ** Landlord/Tenant Disputes ** Buyer/Seller Disputes ** Partnership Litigation ** Opinions of Value ** Brokerage/Management/Leasing Litigation Matters A full resume and list of past assignments will be provided upon request. Mr. Broidis also founded Atlantic Commercial Group, a Delray Beach-based commercial real estate brokerage and development company in 2000 and has since been the recipient of many awards and accolades as well as being ranked as one of the top 20 commercial real estate firms in South Florida. Gary has provided Expert Witness testimony for numerous aspects in commercial real estate including landlord vs. tenant disputes, partnership litigation, management is...

Las Vegas, Nevada

Financial, Real Estate - Mortgage, Skilled Nursing, Assisted Living, HUD FHA, Multifamily, Commercial Real Estate, Seniors Housing, Partnerships, Suitability, Valuation, GSA, EB5, LIHTC, UCC

Expert on issues related to commercial mortgage banking, real estate partnerships and investment suitability, Valuation of closely held businesses and partnerships. Seniors Housing including Independent Living, Assisted Living, Skilled Nursing Facilities, Continuing Care Retirement Communities, HUD FHA Multifamily, Healthcare, Public and Section 8 Housing, EB5 Investments, residential Cooperatives, UCC sales. Expert Witness experience includes financial and document analysis, report preparation, deposition, assistance in deposition and cross examination of opposing witnesses, and Federal and State Supreme Court testimony . Mr. Vaughn served as Director of the Office of Residential Care Facilities, part of the Office of Healthcare Programs in the Office of Housing in the Department of Housing and Urban Development. Mr. Vaughn was directly responsible for origination and asset management activities related to the $20 billion portfolio of Section 232 Insured Mortgages on Skilled Nurs...

Midlothian, Virginia

Securities & Investments, Real Estate - 1031 Like Kind Exchange, Tenant in Common, Regulation D, Capital Raising, Business brokerage, Opportunity Zones, Delaware Statutory Trust, Partnerships, Economic Development, Real Estate Investment Trusts, Governance, Joint Ventures, Exit taxes, Acquisitions, State & Local Government, Commercial Investments, Property Assessment

Richard B. “Rick” Chess, JD, provides expert witness services in commercial transactions, capital raising, and governance matters. He has 48 years of experience in commercial real estate, investment transactions, and capital markets, including overseeing the acquisition of 50,000 apartments and 10 shopping centers, leading the growth of a $1.5 billion office and industrial portfolio, and raising over $300 million in equity and real estate investment funds. Rick has held senior leadership roles, including Acquisitions Director at United Dominion Realty (NYSE: UDR), National Sales Director at Capital Square 1031, President of Encore Equities, Inc., and Director roles at Crescent Securities and Triple Net Properties. He has served on NYSE-listed and private boards, facilitated family boards for hotel developers, and acted as a state legislator in the Pennsylvania General Assembly. He has prepared reports, provided written declarations, and delivered oral testimony in federal and stat...