MAGNOLIA VILLAGE, Larkspur, California

A community of 20+ townhomes with horizontal and vertically integrated retail uses.

OWNER / CLIENT:  Edge Development Group

AJCD SERVICES | May 2021 - present

DEVELOPMENT & ADVISORY SERVICES:

• underwriting review

• entitlement strategy, including leveraging of all applicable State of California housing laws

• City staff engagement and relations support

• site plan and product design support

• political outreach

WARMINGTON RESIDENTIAL, Northern California

Multiple projects, including a community of 65 senior affordable apartments and 20+ townhomes; and a community of 20+ townhomes, both in Santa Clara County, California.

OWNER / CLIENT:  Warmington Residential

AJCD SERVICES | October 2020 - present

ENTITLEMENTS:

• obtain all discretionary approvals

• serving as spokesperson for Client at public hearings and local representative at City-sponsored planning and civic events

DEVELOPMENT & ADVISORY SERVICES:

• entitlement strategy, including leveraging of all applicable State of California housing laws

• design and legal team coordination and leadership

• site plan and product design support

• JV partner relations

• political outreach

GRANT AVENUE RESIDENCES, Novato, California

Thirty-five new townhomes in eight three-story buildings on the City of Novato’s Affordable Housing Opportunity (AHO) Site #1.  The townhomes will offer 2 and 3-bedroom floor plans, ranging from 1,400 sf to 1,875 sf.  Seven townhomes will be Very-Low and Low-Income homes.

OWNER / CLIENT:  Michael L. Meyer Company

AJCD SERVICES | August 2018 - February 2022

ENTITLEMENTS & PROJECT MANAGEMENT:

• obtain all discretionary approvals

• serving as spokesperson for Client at public hearings and local representative at City-sponsored planning and civic events

DEVELOPMENT & ADVISORY SERVICES:

• entitlement strategy

• agency engagement

• application processing

• political outreach

SUMMER LAKE NORTH, Oakley, California

409-acre master planned community comprised of 824 units (single family residential and active adult homes) with a 70-acre lake, open space, parks, middle school site, two-acre commercial area and regional levee component

OWNER / CLIENT:  Encore Capital Management [more]

AJCD SERVICES  |  March 2018 – September 2021

ASSET MANAGEMENT:

• provided Asset Management services to maximize success of business plan (perfect entitlements with various agencies and stakeholders, and sell tentative map to home builder)

• led bi-weekly project team meetings

• reviewed / processed monthly draws

• managed disposition of certain entity properties outside primary business plan

DEVELOPMENT & ADVISORY SERVICES:

• perfecting entitlements with several local, state and federal agencies

• negotiating the maintenance agreement with the local reclamation district

LIBERTY, Rio Vista, California

325-acre master planned community comprised of 974 units [originally 855 units] (single family residential and active adult homes) and a 32-acre light industrial park, neighborhood and community parks, and clubhouse, pool, and tennis court amenities for the active adult portion of the community

OWNER / CLIENT:  Encore Capital Management [more]

AJCD SERVICES  |  October 2016 – May 2020

DUE DILIGENCE:

• conducted due diligence, including all technical, legal, planning, CEQA related, political and market analyses

• underwriting (vetted all Development Partner provided revenue, operating expense, soft and hard cost assumptions)

• recommended approval of due diligence and the funding of project

ASSET MANAGEMENT:

• provided Asset Management services to maximize success of business plan (repair/construct finished lots and sell to home builder) in cooperation with Development Manager as Encore was Manager of the entity

• led bi-weekly project team meetings

• reviewed / processed monthly draws

DEVELOPMENT & ADVISORY SERVICES:

• political outreach

• brokerage

FARMSTEAD, Vacaville, California

New single-family home community, Residential Medium Density, 130 homes.

OWNER:  AJCD WVP Vacaville LLC [more]

MANAGER:  AJCD

TIMELINE:  April 2017 - October 2019

A single family detached home community of 130 homes, three-acre public park and two-acre perimeter trail system, including the preservation of many one-hundred-year-old trees.  One of the last remaining city infill sites, this 20.6-acre property is located in the coveted North Orchard neighborhood, just 1.2 miles from historic downtown Vacaville, California.  Full entitlements (Zoning Map, Planned Development, Williamson Act Cancellation, CEQA Certification, CFD Annexation, Annexation of Property and 10 Neighboring Properties, and Detachment from Two Special Districts) were obtained in September 2019 after 13 public hearings, and the property was sold to Taylor Morrison in October 2019.

McKINNLEY VILLAGE, Sacramento, California

Residential master plan community of 336 single-family units, four product types, parks and recreation center.  Two- and three-story, TYPE V single family detached and attached residential construction

OWNER / CLIENT:  Encore Capital Management [more]

AJCD SERVICES | February 2013 - present

DUE DILIGENCE:

• conducted due diligence, including all technical, legal, planning, CEQA related, political and market analyses

• underwriting (vetted all Development Partner provided revenue, operating expense, soft and hard cost assumptions)

• recommended approval of due diligence and the funding of project

INVESTMENT MEMO PREPARATION:

• prepared the investment memo for investment committee

ASSET MANAGEMENT:

• providing Asset Management services in the more typical sense as McKinley Village is a joint venture between the sponsor and Encore

• processing monthly reports (minutes from Partner calls)

• processing capital calls

DEVELOPMENT & ADVISORY SERVICES:

• site work contractor selection

• sponsor value engineering monitoring

800 WEST SAN CARLOS, San Jose, California

Mixed-use; approx. 315 multifamily units, 25,000 sq ft ground-floor retail and second story office.  Five- and seven-story, TYPE I and TYPE III residential wrap construction around TYPE I parking structure.

OWNER / CLIENT:  Fairfield Residential [more]

AJCD SERVICES | June 2013 - November 2014

DUE DILIGENCE:

• conducted due diligence, including design team bidding and contracting for all technical, legal, environmental review, and planning analyses

• prepared a Due Diligence Report for Fairfield Residential investment committee wherein AJCD recommended approval of due diligence and the funding of project per the terms of the countersigned Purchase and Sale Agreement

• Due Diligence Report discussed current contract status, site specific information, historical data, existing planning information, summary of due diligence investigation findings, all relevant agencies, entitlement path and schedule, design/development/city fee cost summary, special and unusual risks, adjacent projects, neighborhood activism, and CEQA process

ENTITLEMENTS AND PROJECT MANAGEMENT:

• worked directly with Fairfield Residential’s Vice President of Entitlement in obtaining discretionary approvals (Rezone to RM (PD) Planned Development Zoning District)

• conducted all design team bidding and contracting for all technical and planning analyses for the preparation of the planning application as well as the preparation of the CEQA document (Addendum to the Final Program EIR for the Diridon Station Area Plan).

• served as point for all matters involving planning and managed environmental review consultant (LSA Associates, Inc.)

• drafting and processing of the Addendum EIR

• Negotiated with Fire Marshall regarding access requirements and window assembly requirements with Life Safety Consultant

• preparation of an impact fee estimate

• served as local representative for Client at local City-sponsored planning events, Santa Clara Valley Transportation Authority / Light Rail Transit meetings, and civic events

• prepared neighborhood outreach strategy

ENVIRONMENTAL WORKING GROUP OFFICES, Oakland, California

Tenant Improvements; approx. 3,000 sq ft of office space in a landmark office building

OWNER:  Metrovation

CLIENT/ TENANT:   Environmental Working Group [more]

AJCD SERVICES  |  August 2008 - March 2009

OWNER REPRESENTATION: 

• design and contractor team management

• budget and schedule tracking

MILPITAS APARTMENTS, Milpitas, California

Mixed-use; approx. 940 multifamily units, 25,000 sq ft ground-floor retail.  Four-story TYPE V residential wrap construction around TYPE I parking structure.

DEVELOPER:  Lincoln Property Company [more]

SERVICES while at LINCOLN PROPERTY COMPANY | September 2006 – October 2008

UNDERWRITING:

• worked on the project as Vice President of Development, Northern California

• finalized underwriting during Letter of Intent and Purchase and Sale negotiation stage of acquisition, and monitored project proforma during due diligence and project financing

DUE DILIGENCE, DEVELOPMENT & ADVISORY SERVICES:

• project design work based on geotechnical, environmental and civil engineering technical analysis

• served as local representative for Lincoln Property during meetings with City Management, Staff and elected officials

• served as local representative for Lincoln Property during community planning meetings and events relative to the Transit Area Planning Area plan development and negotiation

PROJECT FINANCING / EQUITY DECK PREPARATION:

• prepared all offering memorandums for the purpose of securing equity financing

• led all outreach, presentation and equity tours with capital partners

POINT RICHMOND and MARINA BAY, Richmond, California

Three residential communities totaling approx. 900 condominium units.  One level TYPE I podium parking structures under five-story TYPE III residential construction.

OWNER:  Toll Brothers, Inc.

DEVELOPER / BUILDER/ GC:  Toll Brothers, Inc. [more]

SERVICES while at Toll Brothers, Inc.  | December 2004 – September 2006

ENTITLEMENTS:

• selected, bid and contracted with an entitlement team comprised of a land use attorney and design professionals

• Examples of specific entitlements included, General Plan Amendment, Rezoning, Design Review, Vesting Tentative Map, Development Plan, CEQA certification, and Bay Conservation Development Commission (BCDC) Permit

• A Mitigated Negative Declaration and two Environmental Impact Reports were prepared for the three sites; one was owned by the City of Richmond that required significant remediation to gain clearance for residential use

• led meetings and presentations to various neighborhood and special interest groups throughout Richmond

PROJECT MANAGEMENT & OWNER’S REPRESENTATION:

• joined the Pt. Richmond office as Project Manager and was promoted to Senior Project Manager where he managed (i) the Pt. Richmond office, (ii) a four to five-person administrative and project management team, (iii) leading various design teams and select concrete, framing and MEP trade groups through the development of schematic and design development drawings, (iv) managing the CEQA review and documentation process, and (v) leading political and neighborhood outreach

• led the preparation of Land Review packages that were presented and reviewed quarterly by Division, Regional, and national Executive Management, including Bob Toll

THE VILLAS at DUBLIN RANCH VILLAGES, Dublin, California

Single Family Attached Community; 289 single-family condominium units, club house and swimming pool.  Three and one-half story TYPE V residential construction over one level, partially subgrade TYPE I podium parking structure.

OWNER:  Toll Brothers, Inc.

DEVELOPER/ BUILDER/ GC:  Toll Brothers, Inc. [more]

SERVICES while at Toll Brothers, Inc.  |  August 2002 - December 2004

PROJECT MANAGEMENT & OWNER’S REPRESENTATION:

• worked on the project initially as Assistant Project Manager and was promoted to Project Manager where he managed (i) the California State Bureau of Real Estate approval processing for sales purposes for all four Dublin Ranch Villages communities (1,396 units total), (ii) coordination with site development, (iii) a three-person administrative team, (iv) the negotiation and contracting of the electrical through tile contracts, (v) a 13-person construction team, (vi) a 3 to 4-person sales team, (vii) warranty service calls until the Division Warrant Department was formed, and (viii) served on the HOA Board

• led the preparation of Project Review packages that were presented and reviewed quarterly by Division and Regional Executive Management

• the Villas team set a Toll Brothers national closing record of 126 closings in a 12-month period, only to be broken shortly thereafter by The Terraces team which was a 64 unit/acre density podium project next door

WILLIAMS-SONOMA FLAGSHIP STORES, San Francisco and New York City

Flagship Store; retail spaces with cafés and TV studios, on Union Square in San Francisco and Columbus Circle in New York City

OWNER/ DEVELOPER:  Williams-Sonoma, Inc. [more]

SERVICES while at WILLIAM SONOMA Inc.  |  July 2002 - May 2004

OWNER REPRESENTATION: Eva Craig (then Eva Belik) worked for the Store Development Department as Sr. Design Manager and Owner Representative to the design teams and the general contractor; from Schematic Design through store opening.

FERRY BUILDING MARKETPLACE, San Francisco, California

Mixed-use building; redevelopment of a 1898 landmark; approximately 65,000 square feet of ground floor Marketplace space, and 175,000 square feet of premium second and third floor office space. 

OWNER/ DEVELOPER:  Equity Office and Wilson Meany Sullivan [more]

SERVICES while at SMWM ARCHITECTS |  September 1999 - June 2002

DESIGN: Eva Craig (then Eva Belik) worked on the project as an architectural designer; from Schematic Design, Design Development, Construction Documents, Value Engineering, Construction Administration, through Tenant Improvements.

GOLDEN ANGEL CENTER (ZLATY ANDEL), Prague, Czech Republic

Mixed-use building; 100,000 sq ft of ground floor retail and 140,000 sq ft of office space.

OWNER:  ING Real Estate [more]

ARCHITECT:  Jean Nouvel Architects, Paris, France

SERVICES while at JEAN NOUVEL |  July 1994 - July 1997

DESIGN: Eva Craig (then Eva Belik-Firebaugh) worked on the project as Project Manager; from Schematic Design, Entitlements through Design Development.

BEYELER FOUNDATION MUSEUM, Basel, Switzerland

Art museum; 40,000 sq ft of exhibition space, presenting 140 works of modern classics, including 23 Picassos.

OWNER:  Beyeler Foundation [more]

ARCHITECT:  Renzo Piano Building Workshop, Paris, France

SERVICES while at RENZO PIANO |  July 1992 - July 1993

DESIGN: Eva Craig (then Eva Belik) worked on the project from Schematic Design through Design Development.