PRIMARY CONSULTING TOPICS
Mixed-use Best Practices for Retail (Integrating Commercial Uses in Mixed-Use Environments)
Retail Resilience and Sustainability
Transformative Retail Planning and Strategy for Public Agencies
Owner’s Representative (Program Management and Fee Development Services) – for Retail and Office Projects Including Location Intelligence, Due Diligence and Risk Assessments, and Development Services
Positioning/Repositioning and Strategy for Projects That Once Worked but Now Don’t (Repositioning decaying regional malls)
Multichannel and Omnichannel Retail and Impacts on Bricks-and-Mortar Retail
Emerging Trends, Market Analysis, Market Entry, Location Intelligence
Economic Development Strategy
Thriving Downtown Districts
Commodity and Specialty Retail Analysis
Litigation Support and Expert Witness Services
SELECTED PROJECTS AND AWARDS
ULI/PwC Emerging Trends 2019, Author, Retail and Last Mile Distribution Trends Sections
Anchor Retail Tenant Negotiation of Business and Lease Terms (new stores and repositioning)
Capitola, CA Competitiveness in Changing Retail Landscape and Regional Mall Reuse Analysis
Chicago (South Side), Illinois, Trade Area Definition and Retail Sales Potential Analysis
City of Brentwood, CA General Plan Update/Amendment
Cupertino, CA General Plan Amendment and Retail Market/Focus Sites Feasibility Study
CVS/CareMark Integration Analysis for Long’s Drug Stores Acquisition
CVS/CareMark San Francisco Bay Area New Market Entry Analysis, Strategy, and Implementation
Development Financial Modeling Templates for Multi-family Developer
Foster City, CA Commercial Real Estate Market Analysis and Opportunity Site Review
Fremont, CA Land Use Conversion Study for Irvington District
Kansas City, MO/KS MSA Retail Market Evaluation Investment Potential Analysis
Kansas City, Missouri, ULI Advisory Services Panel – North Loop Highway Reuse
Long Island (NY) Mixed-use: Planning, budget and schedule, entitlements, anchor tenant leasing.
McKees Rocks, Pennsylvania, ULI Advisory Services Panel – Rebuilding McKees Rocks and Esplen
Mixed-use/Affordable Housing Projects – Analyze Potential for Commercial Components (various)
Morgan City-Berwick, Louisiana, ULI Advisory Services Panel – Community and retail resiliency
MTC/ABAG SB375 Implementation Retail Expert Panel
Oakland, Broadway Valdez Specific Plan – Peer Review of SP’s Retail Elements
Burlingame Owners’ Assn. Rep: Shopping Center Remodel (Scope-of-Work, Budget, and Planning)
San Jose, CA Citywide, North San Jose, and Downtown Retail Strategies Update
Santa Clara, CA Retail Market Assessment and Downtown Revitalization Plan
Sungevity Out-of-state Site Location and New Facility Development (winner of the Kansas City CSI’s Excellence in Design Award, 2016), and Corporate HQ Redesign and Remodel
ULI/PwC’s Emerging Trends 2019: Retail Subject Matter Expert and Author
WestGate San Leandro Shopping Center Repositioning Study
West Oakland “Food Desert” Market Study, and Development Services for a new Supermarket
EDUCATION AND SPEAKING ENGAGEMENTS
UC Berkeley Haas Graduate School of Business
UC Berkeley Graduate College of Environmental Design and MRED+D
USC Lusk Center for Real Estate Studies
ULI School of Professional Development
ULI UrbanPlan Program
ULI UrbanPlan for Public Officials Instructor
International Downtown Association
Urbanism Next Conference
Non-Profit Housing Association of Northern California (NPH)
National League of Cities
California League of Cities
Local Government Commission
Silicon Valley Economic Development Alliance (SVEDA)/Joint Venture Silicon Valley
Bay Area Planning Director’s Association
KB Home Community Advisory Board
Bay Planning Coalition
Connect Silicon Valley
Oakland Chamber of Commerce Retail Advisory Committee (ORAC)
Northern California Apartment Summit
California Building Conference
ICSC Programs: Northern California Alliance Program (chair/speaker/ moderator), San Francisco IDEX (chair/speaker/moderator), Monterey IDEX (speaker/moderator), ReCon (moderator), Bay Area Local Programs (chair), Los Angeles Local Programs (speaker), University of Shopping Centers (faculty)
Cities of Capitola/Capitola Chamber of Commerce, Hercules, Merced, Morgan Hill, and Suisun City
RECENT PRESENTATIONS AT PROFESSIONAL CONFERENCES
Goodbye, Main Street? (SPUR SF)
Planning for Retail in an On-line World
Urban Planning and Place-making for Dynamic Communities (APA approved for AICP CM credits)
The Changing Nature of Retail and Its Impacts on Local Governments
The ABC’s of the XYZ Generations: The Essential Guide to Understanding, Communicating and Marketing to Demographic Alphabet Soup.
The Urban Core: Analysis of Development, Investment & Financing Opportunities in San Francisco Proper.
The New Normal…How Retailers Think: A Public Sector Primer on the Retailer Decision Process.
Omni-channel Marketing: A Seamless Approach to Retailing Across Channels, from Social Media to Bricks & Mortar.
Retail and Mixed-use Best Practices (ULI Professional Development Program and Webinar)
AIA/SF Strategic Growth Symposium – Economic Outlook.
Rediscovering Main Streets and Strategies for a Thriving Downtown.
Factors Affecting the Viability of Retail in Mixed-use Projects.
Planting Your Vision in the Ground: Getting Good Projects to Pencil Out.
Retail Site Selection Decisions – The Inside Story.
Exploring the Feasibility of a Merger, the AHA/Satellite Experience.
Maximizing Retail During Changing Times – A Post Redevelopment Primer.
Building Livable Communities: From the Vision to the Ground – Making Smart Growth Pencil Out.
SB375 and One Bay Area Plan Implementation and Implications.
OTHER PROFESSIONAL AFFILIATIONS AND INVOLVEMENT
Urban Land Institute (full member):
Urban Plan and Urban Plan for Public Officials Steering Committees, UrbanPlan for Public Officials pilot and Instructor, Urban Plan classroom volunteer, school champion
Education – Mixed-use and Retail Best Practices Instructor
Urban Revitalization Product Council
International Council of Shopping Centers (member):
P3 (formerly Alliance Program) National Steering Committee
Northern California Alliance Program co-founder and Past Chair
Past State Retail Chair, and Past Program Committee Chair
Northern California Program Committee (1994-present)
Satellite Affordable Housing Associates: Board of Directors, Development Committee (Past Chair), Audit Committee, Past Board Vice President and Executive Committee, Past Finance Committee, AHA/Satellite Merger Feasibility Committee
Center for Creative Land Use Recycling: Board of Directors, Finance Committee
Oakland Retail Advisory Committee and Oakland Land Use Committee, Founding Member
Bay Area Council Member Representative / Legislative Retreats