Real Estate: Agent / Broker - Standard of Care Consultants: 6

Bedrock Investments Group (BIG) acquires undervalued, strategically located single-tenant net-leased properties that deliver predictable cash flow to our partners. Their streamlined Commercial Real Estate Acquisition Process and in-depth Due Diligence result in noteworthy investment opportunities. BIG's conservative, disciplined approach results in investment performance that provides for consistent cash flow and equity growth. BIG has an exceptional track record of delivering cash flow at above-market rates without burdening their properties with debt. 

The team at BIG identifies undervalued net leased properties throughout the U.S. that have solid fundamentals and creditworthy tenants. They acquire and hold these freestanding, single-tenant net leased (STNL) properties as long-term investments. Typical sellers include estates, partnerships in dissolution, lender REOs, and investors facing less than three-year lease terms 

Strategies:

• Complete due diligence and acquisition thoroughly and quickly, thereby ensuring the seller of a timely transaction
• Centralize the decision-making process by eliminating the need for many layers of approval
• Evaluate worst-case scenarios
• Provide hands-on, active property management at competitive rates

Dr. Dick Bridy, a Principal at BIG, brings over 40 years of broad experience in Commercial Real Estate Acquisitions and Development to the firm. He is the entrepreneurial founder and CEO of DBI Group, a boutique real estate firm specializing in commercial retail centers and single-tenant properties. 

Throughout his distinguished career, Dr. Bridy developed expertise in team brokerage, leasing, private equity funding, construction, and asset management. From the ground up, he and his team entitled and built two shopping centers and five single-tenant properties. In addition, he has supervised the redevelopment of over 3.5 million sq. ft. of gross leasable area in 14 shopping centers. Through extensive research, market valuation, physical inspection, and financial analysis, Dr. Bridy targets ideal properties with maximum economic potential for Bedrock’s portfolio.  

View Dr. Dick Bridy's Expert Witness Profile.

Griswold Real Estate Management has been dedicated to providing superior Property Management, Receivership, and Expert Witness Services for over 30 years. With offices in Las Vegas, San Diego, and Los Angeles, they serve southern Nevada and all five southern California counties. Properties include single family homes, condominiums, apartment communities, homeowners associations, commercial and retail space, and self storage facilities. Griswold Real Estate Management has been awarded the Accredited Management Organization (AMO®) designation from the Institute of Real Estate Management (IREM). Across the country, less than 5% of all management firms have earned this distinction, by fulfilling the most stringent requirements in expertise, education, integrity, and financial stability. 

Property Management Services:

Principal, Robert S. Griswold, CRE, CPM, CCIM, ACoM, RPA, PCAM, CCAM, GRI, ARM, is currently active as a day-to-day hands-on, licensed practitioner, consultant, and expert witness in all aspects of real estate (except valuation). A 3-time graduate of the distinguished Marshall School of Business at the University of Southern California with a BS ('81), MBA ('86), and MSBA (2nd Masters) ('88) in real estate and related disciplines, Mr. Griswold is a recognized expert on management of all types of residential real estate. He has actively managed over 70,000 residential units and several million square feet of commercial, industrial, self-storage, and retail properties nationally in the last 40+ years. He has extensive experience as a court-appointed receiver (over 200 times) for private lenders and major financial institutions. 

Litigation Support - In the last 30+ years, Mr. Griswold has consulted on over 4,000 litigation matters, been deposed over 750 times, and provided sworn testimony in trial or arbitration on over 200 occasions in both state and federal litigation matters throughout the United States. Also serving as a court-appointed bankruptcy Custodian and Referee, his casework is very evenly divided between plaintiff and defense work. Mr. Griswold is uniquely qualified to opine on real estate-related litigation matters, having authored or co-authored the 9 best selling real estate books: Real Estate Investing For Dummies, Property Management Kit For Dummies; Mortgage Management for Dummies and Landlord's Legal Kit For Dummies. His 15+ years as an On-Air NBC-TV Real Estate Expert and a similar tenure as a major radio station weekly talk show host have prepared him to explain complicated matters at an 8th-grade level and persuasively present opinions to juries.

Author - Robert Griswold is the author of the nationally best-selling book on real estate management, Property Management Kit For Dummies, which has sold over 100,000 copies in less than 5 years. He also co-authored Real Estate Investing For Dummies, another bestseller in the category with nearly 100,000 copies sold, and Landlord's Legal Kit For Dummies. 

 View Robert Griswold's Expert Witness Profile.

James H. Cantrell, CPM® is the President of CANTRELL ASSOCIATES and was President of Cantrell, Harris & Associates, a San Francisco based Real Estate Management and Consulting firm that was formed 30 years ago. Consulting - With decades of Asset and Property Management experience. Mr. Cantrell specializes in the turnaround of properties with Deferred Maintenance and Mismanagement. He has managed a variety of product types. including rent-controlled, apartments, association management, high-rise office, industrial! warehouse properties, retail, and large hotels for both private and institutional investors. His experience has included establishing hands-on management programs that have maximized the values of the various investments. 

Background - James Cantrell began his career with Arlen Realty as a property supervisor, handling properties in the United States Investment Fund Portfolio, and has held the position of Equity Administrator with Clevetrust Realty Investors, responsible for managing numerous properties throughout the Country. He also served as Treasurer of Regency Equities, a Real Estate Investment Trust, traded on NASDQE, and was President of Plaza Equities Management, Inc., with a national portfolio of approximately $275 million of mixed assets under his direction. He currently teaches a number of courses for the Institute of Real Estate Management (IREM) and has taught throughout the United States, in Russia and Poland. He was an Associated Professor at Golden Gate University for 9 years teaching a course in Asset/Property management in the MBA program.

Honors and Awards - Mr. Cantrell served as President of the Institute of Real Estate Management (IREM), San Francisco and has been honored with receiving the IREM SF Instructor of the year in 2001 and 2007. He also received the IREM 2013 Lloyd Hanford, Jr. Distinguished Faculty Award.

Engagements - Mr. Cantrell was engaged as the Featured speaker for the National Facility Management and Technology Conference in Chicago in 2007 and Baltimore in 2008. He was also appointed to the San Francisco Mayors "Building Energy Efficiency Task Force" in 2009.

View James Cantrell's Expert Witness Profile.

InspiRE CRE, LLC delivers integrated Commercial Real Estate services that leverage their unique insight and foresight, sound market research, and relevant knowledge. Whether an owner, a tenant, or a real estate professional, the team at InspiRE helps clients optimize the performance of real estate portfolios by controlling expenses, improving productivity and efficiency, retaining tenants and employees, creating asset value, and supporting business strategies.

Services for Property Management and Asset Management Companies - InspiRE shares their operational expertise with property management and asset management companies around the world by helping them:  

Improve efficiencies, Increase profits, Adapt to change, Create unique "experiences" for their tenants and team members, Improve compliance, Streamline operations, Adapt technology (especially automation and AI) into traditional property management / asset management processes, Prepare for the rapid changes on the horizon

Services for Occupiers (Tenants & Owner / Operators) - InspiRE supports occupiers (tenants and owner/operators) by analyzing and providing recommendations in the following areas:

Strategic business alignment, Organization design, including centralization and globalization of the CRE function, Transformation and change management, Process design and improvement, Delivery model optimization, integration, and innovation, Expense management and benchmarking, Sourcing strategies, Performance management.

President & CEO, P. Marc Fischer, MBA, CPM^®, RPA^®, CCIM^®, LEED^® GA, BOMA Fellow is a nationally recognized Commercial Real Estate (CRE) expert with more than 30 years of proven performance in the fields of property management, building operations, and asset management. He is widely recognized as an innovative and dynamic leader, and he teaches, writes, and speaks to audiences around the world about CRE topics.

Highlights Include:

• 30 years of experience in all aspects of commercial real estate (CRE) property management, asset management, property operations, and construction
• MBA in Management / Organizational Behavior

Author of eight (8) CRE textbooks published by BOMA International (all translated into Mandarin):

• Acquisitions, Dispositions & Underwriting textbook
• Measuring Financial Returns textbook
• Lease Analysis, Evaluation, Negotiation, and Approval textbook
• Foundations of Real Estate Management textbook
• BOMA International Proactive Maintenance Guidebook for Industrial Properties
• Managing Industrial Properties
• Guide to Developing a Standard Operating Procedure Manual
• BOMA International Guide to Exterior Maintenance Manual

View P. Marc Fischer's Expert Witness Profile.

Jeffrey S. Lapin, CPM®, has been directly involved in Commercial Real Estate Management, Leasing and Construction for over 40 years. He is recently retired from his position as Vice President of Property Management for a privately held national real estate development firm. 

Consulting - Mr. Lapin provides commercial real estate operations and maintenance expertise to large and small landlords. His background includes roles with institutional landlords including TIAA CREF, MetLife, The New England Life Insurance Company, and Principal Mutual Life, as well as a diverse group of private property owners. His experience is focused on managing, building and leasing all types of property including commercial and multi-family residential, industrial, office, and retail real estate assets. 

Professional Training - Mr. Lapin is an experienced professional trainer specializing in Property Operations, Lease Administration, Cost Recovery, Customer Service, Maintenance Procedures and related topics. Mr. Lapin has conducted over 50 workshops and seminars on these topics. 

Certifications and Instruction - Mr. Lapin is a Certified Property Manager (CPM®), certified by the Institute of Real Estate Management (IREM®) and a California licensed Real Estate Broker. Mr. Lapin is a certified instructor for IREM® and for the Building Owners and Managers Institute International (BOMI®), teaching courses for these prestigious international property associations, including courses required by IREM® and by BOMI® for the respective professional accreditations they offer, centered around construction and maintenance topics. 

Education - Mr. Lapin holds an undergraduate Business Administration degree from the University of Southern California as well as a Master’s Degree in Business from Pepperdine University’s Graziadio School of Business and Management. 

View Jeffrey Lapin's Expert Witness Profile.

Steven D. Epcar, CPM an Expert in Real Estate and Property Management Issues with 35+ years of experience;including residential, commercial, retail, hotel, condominium and mixed-use properties. Experienced in litigation support including standard of care, partnership conflicts, brokerage issues,landlord/tenant, valuation, personal injury, habitability, environmental, life safety cases. 

Steven is a member of the Forensic Expert Witness Association (FEWA).  He serves as a real estate consultant for institutional and private investors, providing an array of services: asset/property management related assignments, organizational assessments, financial feasibility, due diligence,and new development services. 

Previously, Mr. Epcar served as President, Residential Services for Carmel Partners a R/E investment/management firm in San Francisco, Principal/Founding Partner of Ventana Property Services, a West Coast third party management and consulting firm and President,Prometheus Management Group,a development/investment/management firm.

Areas of Expertise: