QUALIFICATIONS

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

  • AIA/SF

  • 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

  • Advisory Services

  • 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