The Team
Principals who have been
on both sides of the table
"The best workout advisors understand operations, not just finance. We've run these businesses."
— Delegar Leadership
Scott has spent 30+ years at the highest levels of institutional and family office real estate — negotiating the deals, managing the crises, and structuring the operations and capital that resolved them. Insight that comes from sitting in every chair. Insight that comes from sitting in every chair.
Beginning his career at Deloitte, Scott has held senior leadership roles — including CFO and COO positions — with institutional investment platforms, private development firms, and family-owned real estate enterprises such as First City Properties, Casden Properties, and Griffin Real Estate Management. Across these platforms, he has specialized in capitalization, underwriting, acquisition, development, and operational management of multifamily, master-planned communities, student housing, and commercial assets. He has negotiated and executed more than $4.0 billion in corporate and project financing through traditional debt, joint ventures, private placements, structured finance, and off-balance-sheet structures, including the formation and capitalization of a privately held apartment REIT comprising approximately 90,000 units.
In addition to his capital markets expertise, Scott has managed balance sheets with assets exceeding $6.0 billion and directed enterprise-wide operations including strategic planning, asset management, acquisitions, dispositions, operational restructuring, and financial reporting. He has extensive experience restructuring distressed debt and equity positions, stabilizing operations, improving asset performance, and preserving long-term investor capital during challenging market cycles.
Scott holds a Bachelor of Science in Accounting from the University of California, Santa Barbara, and California State University, Northridge, and is a Certified Public Accountant (CPA).
Ann is a seasoned Chief Operating Officer and Chief Financial Officer with more than 30 years of executive leadership across real estate development, investment, construction, and property operations. Ann bridges financial strategy with operational execution — and has guided organizations through growth, change, and complex market cycles.
Throughout her career, Ann has held senior executive leadership positions with Westfield, Griffin Living, Alpha Management, and other respected real estate organizations, partnering with owners, investors, lenders, boards of directors, and executive leadership teams to execute strategic initiatives that strengthen operations, enhance financial performance, and create long-term value across diverse real estate portfolios. Her expertise spans corporate finance, strategic planning, asset management, acquisitions, capital planning, budgeting and forecasting, construction oversight, organizational development, and process improvement.
She has extensive leadership experience across multifamily, senior housing, retail, and office real estate, led asset management across more than 8 million square feet of commercial space and 2,000 multifamily units, with extensive leadership experience spanning multifamily, senior housing, retail, and office real estate — overseeing approximately $1.0 billion in assets under management. Ann has built high-performing teams, implemented scalable operating platforms, strengthened financial controls, improved property and portfolio performance, and delivered measurable improvements in operational efficiency, cash flow, and long-term asset value.
As a key member of the executive leadership team at a family office, Ann played an instrumental role in establishing and expanding the company's development and operating platform for assisted living communities, helping build the financial and operational infrastructure that supported the organization's growth.
Known for her collaborative leadership style and practical, results-oriented approach, Ann excels at aligning financial strategy with operational execution to help organizations navigate complex challenges, improve performance, and maximize value for investors and stakeholders.
Ann earned a Bachelor of Science in Accounting from the University of Washington and Eastern Oregon University.
Julie's career spans institutional private equity, structured debt, bridge lending, and family office investment — giving her a complete view of how real estate assets are evaluated, financed, managed, and resolved across every stage of the investment lifecycle. She understands how capital partners think because she has been one.
Julie is a real estate investment and asset management professional with experience across institutional private equity, structured debt, bridge lending, and family office investment platforms. She began her career at Heitman, a global real estate investment manager with approximately $43 billion in assets under management, where she supported institutional value-add equity and structured debt funds through financial modeling, valuation analysis, fund reporting, and strategic planning.
She later expanded her expertise at Latitude Management Real Estate Investors, a $2.0 billion bridge lending platform, where she underwrote, closed, and asset managed value-add and transitional real estate investments.
Most recently, as Vice President at Westminster Capital Group, she oversaw asset management and operational reporting for a diverse portfolio that included multifamily, office, industrial, medical office, student housing, self-storage, and flex-office properties, while also leading loan origination and servicing activities.
Julie brings a disciplined institutional investment perspective to underwriting, asset management, portfolio reporting, and lender oversight, helping clients improve decision-making and investment performance. Julie holds a BS in Accounting and Finance and an MBA from the University of Dayton.
Rick is a 40-year veteran of land development, homebuilding, multifamily construction, and senior housing — with more than 12,000 homes, apartments, and senior living units built under his direct oversight. When a development project stalls or a contractor fails, Rick has seen it before and knows exactly how to get it moving again.
Rick is a seasoned real estate development executive with more than 40 years of experience in land development, homebuilding, multifamily construction, and senior housing. Over his career, he has acquired and entitled more than 6,500 residential lots and overseen the development and construction of more than 12,000 homes, apartments, and senior living units. His career is distinguished by a proven ability to successfully lead complex real estate projects from concept through completion.
As a senior executive with The Griffin Companies, one of California's largest privately held development firms, Rick led all phases of the development process, including land acquisition, entitlements, financial underwriting, construction management, budgeting, scheduling, and operational oversight. Most recently, he directed the development of senior housing and assisted living communities throughout the Western United States.
Rick's experience provides owners, lenders, and investors with practical guidance on project execution, development risk management, and operational problem solving.
Rick is a former President of the Ventura County Building Industry Association, holds a BS in Civil Engineering and Computer Science from the New Jersey Institute of Technology, and is a U.S. Air Force veteran.
John is a real estate finance and investment executive with more than 35 years of experience across consulting, development, capital markets, and asset management. He has managed over $2 billion in cash receipts, structured over $2.5 billion in debt, and underwritten more than $700 million in equity — and he has done it as a fiduciary for some of the world's largest financial institutions.
John is a real estate finance and investment executive with more than 35 years of experience in consulting, development, capital markets, and asset management. Throughout his career, he has managed over $2 billion in cash receipts, underwritten and negotiated more than $700 million in equity investments, and structured over $2.5 billion in debt financings across more than 100 real estate acquisitions, developments, and joint ventures.
His experience spans master-planned communities, multifamily, office, retail, and mixed-use developments. Having held senior leadership positions with Kenneth Leventhal & Company and Capstone Advisors, John brings extensive expertise in investment underwriting, capital structuring, financial operations, institutional reporting, and strategic advisory services for developers, investors, and major financial institutions.
John holds a Master of Business Administration from the University of California, Berkeley. He is a CPA and alumnus of both Ernst & Young and Deloitte & Touche, licensed in California and Florida, and currently holds a California Real Estate Broker license.
Michael is a real estate investment and finance executive with nearly 20 years of experience across acquisitions, lending, development, and capital markets. Michael is a real estate investment and finance executive with nearly 20 years of experience across acquisitions, lending, development, and capital markets.
Throughout his career, Michael has led the acquisition of more than 3,000 multifamily units and executed complex transactions spanning multifamily, student housing, office, retail, and land development. He has placed over $100 million in equity and debt — representing a total capitalization of $350 million across approximately 2,400 multifamily units — and has arranged $250 million in debt financing and refinancings. He has held acquisition leadership roles with multiple family offices, executing investment strategies centered on value creation, repositioning, and portfolio growth.
As a former Managing Director at RealtyMogul, Michael originated and closed joint venture, preferred equity, mezzanine debt, and other structured investments nationwide while building and leading the firm’s direct multifamily acquisition platform. His experience spans the full real estate lifecycle — acquisitions, financing, business planning, and dispositions.
Michael holds a JD from Loyola Law School, an MBA from UCLA Anderson School of Management, and a BA from UC Irvine. He is both a licensed attorney and California Real Estate Broker — a depth of legal, financial, and transactional expertise that few executives bring to the same table.
Nichole delivers the accounting infrastructure that serious real estate engagements require — audit-ready financials, credible lender reporting, and the operational controls that protect asset value. In a distressed or workout situation, clean books aren't a detail. They're the foundation of every negotiation.
Nichole has over 15 years of accounting and reporting experience working with high-net-worth individuals and real estate holding companies. Throughout her career Nichole has partnered with top accounting firms to complete complex audits, manage full-cycle accounting, and prepare tax workpapers. Nichole has also implemented accounting procedures and policies and overseen software conversions.
She has extensive experience in managing the general ledger, preparing consolidated financial reports, developing forecasted cash flows and operating budgets. Additionally, Nichole has prepared and directed CAM reconciliations, budget variance analysis, and construction loan draws. She has also provided support to client accounting staff.
Nichole provides clients with reliable financial reporting, strong internal controls, and scalable accounting processes that support informed decision-making and organizational growth.
Nichole holds a Master of Science in Accountancy from California State University, Northridge, and is a Certified Public Accountant.
$10B+
Real Estate Acquired & Managed
100K+
Residential Units Developed
$5B+
Financings Negotiated
8M
SF Commercial Space