John R. Trotter CPA

John R. Trotter, CPA

John has been involved in real estate finance and consulting, acquisitions, development, and dispositions since 1988. John's expertise is in financial operations, including project feasibility, systems development, proactive financial analysis, and financial reporting.

He has held the positions of Senior and Manager of Real Estate Consulting Services for Kenneth Leventhal & Company, the preeminent real estate CPA firm. He has also held executive level positions for Capstone Advisors, a joint venture partner, advisor, and asset manager for some of the world’s largest financial institutions, including Credit Suisse, Lehman Brothers and Bank of Montreal. Throughout his career, John was responsible for the financial operations of the companies he worked for, including project feasibility, systems development, proactive financial analysis, and financial reporting. As a fiduciary for several institutional partners, John managed over $2 billion in cash receipts.

During the past 25 years, John has underwritten, negotiated, and managed over $700 million of equity investments and $2.5 billion in debt related to over 100 commercial and residential real estate joint ventures and acquisitions. The asset classes include master planned communities ranging from 500 to 2,000 lots, and large-scale office, multi-family, and retail properties.

John’s career in real estate began as a senior consultant with Kenneth Leventhal & Company after graduating from the University of California, Berkeley, with an MBA. He is a CPA and alumnus of both Ernst & Young and Deloitte & Touche.  He currently is a California Real Estate Broker.