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Specialties & Experience of this Expert Witness

General Specialties:

Real Estate and Property Management

Keywords/Search Terms:

property management expert, standard of care, maintenance, inspection, CPM, landlord duty of care, property injury, residential, commercial, instructor, author, parking lot, slip, trip, fall, policies, procedures, training, IREM, BOMA, balcony, balconies, safety, operations, premises liability

Education:

MBA, Pepperdine Univ.; BS, USC

Years in Practice:

40

Number of Times Deposed/Testified in Last 4 Yrs:

12

Additional Information

An expert in real estate management, maintenance, and reasonable standards of care for commercial and residential properties, including inspection and maintenance policies and procedures, landlord premises liability, financial reporting and fiduciary duties. As an expert witness since 2015, I have been engaged on a multitude of cases involving reasonable standards of care for landlords and property managers, fiduciary duties and related topics for commercial and residential properties by attorneys representing both plaintiffs and defendants. My area of focus pertains to a landlord’s/property manager’s duty to perform regular, documented property inspections, to diligently act on the findings of such inspections and to maintain a reasonably safe and secure property at all times. I have been actively and directly involved in the management of all types of real estate since 1984, first as a property manager and later as a property management supervisor, management company co-owner and senior executive for national management companies. Since 2011, I have been an Instructor delivering quality education and training of real estate professionals through the Institute of Real Estate Management (IREM®) and the Building Owners and Managers Association (BOMA®). As an Instructor for both of these prestigious organizations, teaching accreditation courses in property maintenance, risk management, ethics and finance, I have helped hundreds of real estate professionals advance their understanding and application of these topics. In 2016, I was President of IREM Chapter 22 in Sacramento, California. In 2020, I was a contributor to the IREM® publication: Best Practices For Real Estate Management Services. Since 2018, I have been an Adjunct Professor teaching Real Estate Principles courses, first at the University of California at Sacramento (formerly of faculty) and since 2020, at the University of Tennessee at Chattanooga (currently of faculty) in my home state of Tennessee. I am also an Instructor for Tennessee Real Estate Education Systems (TREES), teaching pre-license real estate courses in Tennessee.   I hold a Certified Property Manager (CPM®) designation and an Accredited Residential Manager designation (ARM®) from the Institute of Real Estate Management (IREM®), a Distinguished Real Estate Instructor (DREI®) designation from the Real Estate Educators Association (REEA) and am an active real estate licensee in both California and Tennessee.