Commercial Real Estate Expert (Witness) Services

Specialties & Experience of this Expert Witness

Additional Information

I provide Commercial Real Estate and Family Law Expert Services with extensive hands-on experience as a real estate investor, asset manager, and fractional Chief Financial Officer. My expertise is grounded in real-world ownership and operations—not theoretical or purely academic analysis—allowing me to deliver clear, supportable opinions that withstand scrutiny in litigation, arbitration, and mediation. My commercial real estate experience spans the full investment lifecycle, including opportunity identification, financial underwriting, valuation, due diligence, capital structuring, debt and equity placement, contract negotiation, leasing strategy, property and asset management, investor reporting, and disposition analysis. I have direct experience evaluating investment performance, cash flow, capital expenditures, operating budgets, and long-term value creation across multiple asset classes. I specialize in complex financial analysis related to commercial real estate disputes, including valuation disagreements, economic and lost-profit damages, partnership and shareholder disputes, lender–borrower matters, and investment performance claims. I am particularly skilled in differential analysis, cash flow modeling, discounted cash flow analysis, scenario modeling, and reconstruction of financial outcomes under alternative assumptions. My work focuses on translating complex financial concepts into clear, logical conclusions that attorneys, judges, and juries can understand. As a fractional CFO, I have advised business owners, investors, and management teams on financial strategy, budgeting, forecasting, capital allocation, and operational efficiency. This experience strengthens my expert testimony by combining technical financial expertise with practical business judgment and an understanding of how decisions are made in real operating environments. I hold advanced education in finance and am a Chartered Financial Analyst (CFA) charterholder. My professional background reflects a strong command of advanced financial mathematics, valuation theory, and investment analysis, paired with decades of applied commercial real estate experience. I am proficient in industry-standard financial modeling tools and commercial real estate software, including ARGUS, Excel-based underwriting models, and institutional-style reporting frameworks.