FL RELU PRACTICE MARKETING

In addition to the initial day-to-day focus on transactional real estate and closings, the following will be our longer-term focus:

Affordable Housing and Community Development

Tax-credit financed projects (including income and age-restricted developments) and market rate apartments

Hospitality

• Hotel
• Timeshare

Development, Acquisition, Finance, and Management (Commercial/Mixed-use/Land Use to limit conflicts)

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• Apartment
• Mixed Use
• Office
• Land/Agriculture

Public Sector

• Local Governments
• Schools
• State Agencies
• Public Private Partnerships
• Energy/Environmental
• Healthcare Facilities

Sub-Practice Offerings

Bond Funding (Low Income Housing)

• Pitch to current developers not using bond funding Marketing: This ties well into our CD practice, giving us an opportunity to cross sell. There are many AH focused professional associations, and many we are affiliated with in Portland that have FL equivalents (e.g., Catholic Charities).

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• Marketing: This ties well in to our CD practice, giving us an opportunity to cross sell. There are many AH focused professional associations, and many we are affiliated with in Portland that have FL equivalents (e.g., Catholic Charities).

Transactional

• focused on commercial, retail, student housing, and schools, to name a few – avoiding conflicts

Marketing:

• Various CRE industry groups of which we have been peripherally involved with for a while would be a good fit to procure this type of work. Also, ARDA, CFHLA, and other hospitality groups, as well as FFMA/IFMA (school/public venue facility manager groups).

Leasing

• Marketing: Continued involvement in AAGO, and various affordable housing and apartment industry initiatives

Client Procurement Focus

General Marketing: Elle to aid in client procurement initiatives and strategic contact with each

Affordable Housing and Community Development

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• Tax-credit financed projects (including income and age-restricted developments) and market rate apartments
• Tristar Development - Marty Flynn and Woody Johnson

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• Wendover Housing Partners (Ryan Von Weller/ Jennie Lagmay)
• Leland Enterprises - Osceola County

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• Southern Affordable Services, Inc. - Winter Park
• Atlantic Housing Partners - Winter Park

Hospitality

• Rosen Hotels - Ted Edwards and Nikki. Frank Santos
• Zac Stoumbos’s Land - find builder/investor for Hilton on I-drive site

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• ARDA - Justin Vermuth
• Westgate Resorts - Pitch real estate deals/loans to Jim Gissy (through Chris Van Buskirk/Marty Flynn)

Development, Acquisition, and Management

• Ustler Development/Craig Ustler (Urban Think Foundation/Julie and Shaina?)
• Equinox Development (existing client- Ryan Stahl. Represent when Winderweedle is conflicted out ℅ attorneys Mike Carolan/Rusty Carolan)

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• Unicorp/Chuck Whittall (Facebook?)
• Epoch Residential - Tommy Cisarano (drinks, hunting trip to Argentina next year)
• Lamm Company - David Lam (Drinks with Albert re: hunting)
• Sydgan Corp - Dan Bellows (Pitch Zac’s Hilton deal? Has built a Hilton in the past)

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• Foundry Commercial - Paul Ellis/Alex Rosario/Kevin Maddron/Moses Salcido (meet through Rebecca York or Todd Andrew?, CEO member of Country Club of Orlando?), Joey Blakley education/not-for-profit group (lunch with Tim Hendricks?)
• Foundry Commercial - Paul Ellis/Alex Rosario/Kevin Maddron/Moses Salcido (meet through Rebecca York or Todd Andrew?, CEO member of Country Club of Orlando?), Joey Blakley education/not-for-profit group (lunch with Tim Hendricks?)

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• Central Parc Group- bank with Ben Lalikos at Cogent Bank, Limited Partner Dr. David Goldman of Advent Health

Land Owners

• Dr. Phillips Foundation - Troy Finnegan
• Lockheed Martin - Ted Edwards
• John Morgan - Mike Carolan/Dan Divico (loan closing 1/7/2121)

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• Mary Demetree - Rusty Stokel
• Robert/Paul Linder
• Clay Cowherd - Howey Mansion, Warehouses - Brian Carolan, Linders

Public Sector

Government/Agencies

• FDOT - Angel de la Portilla/Central Florida Strategies, Mike Wright’s niece (name?)
• CFX - Angel de la Portilla/Central Florida Strategies

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• City of Winter Park - Steve Leary
• Orange County - Eddie Fernandez Planning And Zoning Chairman

Healthcare and Medical Facilities

• Cross-Sell from Construction Practice
• Advent Health (return to SDA church?; wife’s CEO/CFO social functions; get involved with wife in joint Rotary/Advent Health cleft palate project) (Rotary/AdventHealth Hope & Healing Center project w/ South Seminole .- Volunteering for Vaccine Clinic 2/6/21

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• Orlando Health - Drew Strochak - volunteer for Orlando Health Foundation tent at Arnold Palmer Invitational, offer advanced directives?

Professional Associations

ARDA

• Hospitality, Real Estate, Construction, CD
• Currently members
• $4,700 annual cost

ICSC

• Community Associations, Hospitality, Real Estate, Construction, CD
• Not currently members
• $1,600 cost to join

Urban Land Institute

• Real Estate/Land Use, Construction
• Not currently members
• $1,220 cost to join

OCBA

• Orange County Bar Association
• Currently members per attorney
• $160 per

BOMA

• BOMA (Building Owners and Managers Association)
• RELU, Construction
• Not currently members. Various chapters throughout the nation
• $ Varies

CREW

• Commercial Real Estate Women
• RELU, Construction
• Currently members
• $3,000 annual cost

DBIA

• Design Build Institute of America
• Construction, RELU
• Not currently members
• $1,208 to join

Florida Bar

• Real Property, Probate, and Trust Law Section (RPPTL)
• Members (by attorney)
• $ Free

Attorneys Title Fund

• Associate Membership/Annual Conference
• RELU
• Not currently members
• $ 250 to join

CFCAR

• Central Florida Commercial Association of Realtors
• RELU, Construction, CD
• Not currently members
• Cost is TBD