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Cayenne listened closely to our needs and helped us develop an effective business plan, which we've already presented to investors. Their use of graphics helped bring our business plan to life."

Jack King, VP Operations
Phillips Development
Tampa, FL

Real Estate Business Plan Development

Our experience with real estate ventures spans the following areas:

    
  • Commercial Real Estate Development - Hotel Chains, Commercial Properties, Industrial Parks, Trade Centers
  • Residential Real Estate Development - Custom Home Builders, Master Planned Communities, Apartment/Multifamily Projects, Condominium Projects
  • Construction Equipment
  • Building Materials
  • Green / Sustainable Building
  • Property Management Software
  • Foreclosure Assistance
  • Residential Real Estate Investment
  • Mortgage Banking (see Financial Services)

Real Estate Business Plan Consultants

Our team of commercial and residential real estate specialists includes the following consultants:

  Devin Berger, MBA - Principal Consultant

Devin has over 18 years experience in marketing and senior management of emerging growth companies, startups, and global consumer products companies, and has advised companies in numerous industries including high tech, biotech, internet/social networking, telecommunications, footwear/apparel, and consumer products and services.

Earlier, she was the President of Apollo Eye Gear (performance sunglasses endorsed by Ken Griffey Jr.), CEO of Le Coq Sportif in Paris, France (athletic footwear and apparel), and President of a startup apparel company. She was also the VP of Marketing and Sales for a telecommunications company that provided wireless phone services for low income families in Tanzania, Africa. Previously, she was the Director of International Marketing for Converse, where she managed the $200 million basketball category and doubled the sales and profits of the worldwide business. Earlier, Devin was the Director of Marketing and Communications for a billion-dollar commercial real estate development project and a Senior Tax Policy Consultant for Price Waterhouse.

Devin earned her MBA from Harvard University and her BA in Economics from George Washington University.

  Ryan Chester - Principal Consultant

Ryan offers over twelve years of experience in management consulting, entrepreneurship, creating executable growth strategies, and financial analysis. He has hands-on experience in running start-up companies and in managing new strategic initiatives within established organizations.

Before joining Cayenne Consulting, he spent five years advising start-ups and early stage companies. He prepared dozens of business and financial plans, created and implemented new internal business channels, facilitated international negotiations, migrated operations offshore, and formed strategic partnerships. He began his career at Synaptix Impulse, a telecommunications/broadband industry consulting firm later acquired by Paladyne Corp., where he developed and grew xDSL channels for their largest client, U.S. West Communications.

Ryan has worked with clients across a range of industries including Internet and e-commerce, media and entertainment (music, film, and publishing), consumer products and services, industrial software, healthcare, medi-spas, fitness equipment, internet retail, web services (SaaS), modeling/promotion, IT management, manufacturing, medical devices, marketing services, real estate foreclosure assistance, travel and hospitality, rental property management software, and health food vending.

Ryan earned his BS in Business Marketing at University of Phoenix.

  Charles Krakoff, MBA - Principal Consultant

Charles brings over 20 years of experience in financial and strategic consulting, private equity, investment banking, privatization, market research and investment and trade strategy. His industry expertise includes internet/e-commerce, media, telecommunications, agribusiness, security services, industrial parks and energy. He has been an executive in and fund-raiser for several start-up companies, and has worked with over 20 other established and start-up businesses to develop business and revenue models, prepare business plans and investment memorandums, conduct valuations, carry out due diligence, and raise debt and equity finance.

Much of Charles’s career has focused on emerging markets in Asia, Africa, Eastern Europe and the Middle East. Before joining Cayenne Consulting he worked for a $150-million Africa-focused private equity fund, managed a financial consulting and advisory unit for Standard Corporate & Merchant Bank in Johannesburg, and worked for six years as a senior associate with Abt Associates, a leading U.S. research and consulting firm. He has also worked for the World Bank as an advisor to national governments on business and investment climate issues, and has advised numerous U.S., European and South African corporations on cross-border investments and market entry and expansion strategies.

Charles earned his MBA in finance and international business from Columbia University and his BA in Anthropology from Reed College. He is fluent in French.

  Jimmy Lewin - Principal Consultant

Jimmy's background includes over 35 years in international, commercial and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and distribution business in California. Today, Jimmy splits his time between working with early stage technology entrepreneurs including National Science Foundation grantees and advising and consulting entrepreneurs on matters related to business planning, as well as capital markets and funding strategies.

During his 20 years at Security Pacific Bank, Jimmy served in a number of senior management positions in the U.S. and internationally. Applicable assignments included responsibility for the funding of all of the institution’s subsidiaries and affiliates domiciled outside of the U.S., general management of two overseas affiliates and general management of the bank’s California staff departments.

For two years, he served as President, Director and CEO of Guardian Bancorporation, Los Angeles, California. Jimmy has extensive senior management and Board of Director experience. He is a graduate of the University of Cincinnati where he earned a B.A. in Political Science.

  Malcolm McLelland, Ph.D. - Principal Consultant

Malcolm has over 24 years experience in financial modeling and econometric analysis gained in public accounting, commercial lending, and academic institutions. He has been engaged in such matters by firms in the manufacturing, processing, technology, real estate, and financial services industries, as well as by financial institutions and their regulatory agencies. His financial models have been used in financial planning and performance measurement, development of corporate governance and management control systems, merger and acquisition analysis and structuring, negotiating private debt and equity placements, capital (re)structuring and reorganization, business valuation, and commercial damages litigation consulting.

Malcolm's academic research focuses on how accounting information is used in equity markets, how managers make optimal financial reporting decisions, and how professional labor markets in accounting, finance, and information systems work. His research has been published in Review of Accounting & Finance and Managerial Finance, and he has written a number of monographs and articles included in professional publications and periodicals. Malcolm has taught a wide range of courses including financial accounting and analysis, managerial accounting and decision-making, corporate governance, asset pricing theory and business valuation at Michigan State University, University of Illinois at Chicago, Purdue University, and most recently at Indiana University.

Malcolm was graduated from Indiana University with a B.S. in 1981, and from Michigan State University with a Ph.D. in 1999.

  Harry Phillips, J.D. - Principal Consultant

Since 2004, Harry Phillips has worked closely with companies spanning the start-up through middle market stages in sectors including healthcare and medical devices, consumer products and services, high tech, financial services, energy, industrial products, telecommunications, retail, and automotive. With his assistance, his early stage clients have raised over $65 million in start-up and growth capital.

Before that, he developed business plans, financial models and investor presentations as a member of a team of leveraged buyout specialists at a $1.2 billion private equity firm. He played a key role in 20 transactions through which $9.5 billion in financing was raised to create a portfolio of companies whose aggregate annual sales exceeded $10 billion. He has worked closely with CEOs and CFOs of Fortune 500 companies, and played a significant role in managing a $4 billion a year, publicly traded auto parts manufacturer.

Previously, Harry was involved with investor relations, business development, marketing, finance and operations in a broad range of industries. His corporate management experience includes financial analysis, strategic planning, budgeting, marketing, and corporate communications.

Harry earned a B.A. from Harvard University and a J.D. from Pace University School of Law.

  Scott Pollov - Principal Consultant

Scott brings over 15 years of experience in planning, developing, financing, marketing, and managing entrepreneurial and real estate based ventures, both as a principal and as a consultant. He has managed several hundred strategic consulting engagements for companies in nearly every industry and stage of development. Before joining Cayenne, Scott was the co-founder and managing partner of BizPlanIt, a management consulting and capital advisory firm that assisted clients through the process of creating, financing, growing, and sustaining their business. Scott focused on pre-financing transaction preparation and positioning services, including market and competitive research, business planning services, strategic and growth planning, financial analysis and projections, investor presentation materials, recommendations on value enhancement, presentation coaching, advisory board membership, and the identification and development of strategic, marketing, and technology partners.

Scott has focused extensively on serving companies in the real estate development and finance industries, including master planned community, residential, and commercial developers; multifamily and commercial property investment companies; real estate private equity funds; and commercial and residential mortgage brokers/lenders. Scott has been active as a principal in a real estate investment firm, as well as in the funding of private money and commercial mortgage transactions.

Earlier, Scott worked at at McGladrey & Pullen, a national public accounting firm, where he specialized in financial statement audits for middle market manufacturing, distribution, and medical services companies. Scott holds a B.S. in Accounting and Entrepreneurship from the University of Arizona, and is an inductee in the University's Berger Entrepreneurship Program Hall of Fame for his role in developing BizPlanIt.

  Rick Tifone, MBA, CExP - Principal Consultant

Rick brings over 25 years of executive management, marketing, sales, consulting, and exit planning experience to Cayenne Consulting. He has hands-on experience running startup companies and working with CEOs on strategic planning, performance improvement, and process improvement. In addition to working on business plans, Rick works with the owners of B2B companies to help them increase the value of their business and plan for the single, most critically important financial event of their lives -- the transition out of their business. He has been working with companies involved with software development, IT services, real estate brokerage, commercial and residential real estate, executive recruiting, medical equipment, construction, manufacturing, and government sourcing.

As founder and CEO of Danet, Inc., a consulting and systems integration company providing solutions for the telecommunications industry, Rick managed the profitable growth of the company from one employee to over one hundred. He was recognized by the Pittsburgh Technology Council as the CEO of the fastest growing company in the $10M to $25M range. During his nine years at Danet, Rick guided the company through dramatic telecommunications market changes and a transition from a software company to a systems integration and consulting company. Rick conducted business throughout the U.S. and Canada, South America, Europe, and the Middle East.

Rick's previous public company experience includes positions at General Dynamics, Alcoa, Wang Laboratories, and Tandem Computers. Rick has also operated a residential real estate investment company. He brings a unique perspective from being both a professionally trained business coach and an experienced business leader who has started and grown successful businesses.

Rick's formal education includes a Bachelors Degree in Computer Science from the State University of New York at Potsdam and an MBA from the University of Pittsburgh’s Katz School of Business. Rick also holds a BEI Certified Exit Planner Designation.

  Principal Consultant, MBA

Our San Francisco consultant has over twenty years of experience as a management consultant. He specializes in working with San Francisco Bay Area / Silicon Valley companies seeking venture capital. He is the author of numerous business plans leading to successful multi-million dollar investments. His plans have been used to raise capital, to solve critical business problems, and to persuade investors, boards, and senior management to take action. His plans are effective because they are based upon thorough qualitative and quantitative analysis, yet are able to communicate complex ideas in a simple straightforward manner.

He has client experience in high tech, green tech / alternative energy, commercial real estate, construction materials, financial services, biotech, aerospace, manufacturing, hospitality, and service industries.

He earned his MBA from Harvard University and his BA in Biochemistry from Brown University.

Real Estate Industry Experience

Our experience in various real estate related fields, either as consultants, entrepreneurs, or employees in the industry, includes the following:

  • Hotel Chain: Developed a business plan and financial forecast for Atman Hospitality Group, a pioneer in the green hotel industry. It is the world's first green hotel chain and the only one to win the coveted LEED gold certification, a national standard awarded by the U.S. Green Building Council. Atman is working to transform consciousness about social responsibility while offering their guests a unique experience of responsible luxury. Yuan-Sing Chang, Vice President, wrote "We needed a business plan which could communicate our message of industry transformation alongside the dollars-and-cents story of running a profitable hotel chain. Our Cayenne consultant effectively captured the many exciting facets of our business through a colorful business plan, while presenting a compelling business case for our continued growth. I'm pleased with the way everything turned out."
  • Commercial & Residential Real Estate Development: Developed a business plan and supporting documents for a Phillips Development & Realty, a real estate development firm with a project portfolio of over $470 million. The company focuses on large-scale residential and commercial projects located near universities, medical centers and large companies. The company asked Cayenne Consulting to prepare a business plan to help it attract new investment. "Cayenne listened closely to our needs and helped us develop an effective business plan, which we've already presented to investors. Their use of graphics helped bring our business plan to life," said Jack King, Vice President of Operations.
  • Efficient Building Materials: Developed a business plan and financial forecast for StormWall Systems, a manufacturer of wall and ceiling systems for commercial and residential construction. The Company's flagship product, SWS Panel, is a structural panel which can withstand earthquakes and extreme wind up to 250 mph. Its product reduces the need for drywall and plastering, and provides builders with substantial construction time and cost savings. "Cayenne delivered a first-rate, professional-looking business plan. They helped us understand our market dynamics, develop our financial projections and assess our investment requirements. Thanks for a job well done." said Scott Graham, CEO of European Operations.
  • Mortgage Bank: Developed a business plan and financial forecast for American Mortgage Specialists, one of the largest mortgage banks/brokers in the western United States, with 180 branch offices and 1,200 employees. Until now, the company's growth has been fueled through marketing expertise. However, further growth was constrained by working capital needs. Cayenne Consulting was engaged to prepare a business plan to make the case for investing in AMS. "Cayenne was professional, fast, and delivered an excellent product," said David McMaster, Vice President of Mortgage Banking at AMS. The plan was "to the point and tells the story. Very well done."
  • Construction Services: Performed acquisition investigation of a construction services firm. Developed a financial model to identify joint demand elasticity values. Evaluated the post-acquisition pricing and capital expenditure levels necessary to obtain an expected 20% internal rate of return.
  • Real Estate Financing: Developed confidential information memoranda for real estate clients used in negotiating debt restructurings with commercial loan securitizers. Memoranda generally included pro forma consolidated financial information and projected operating results for affiliated groups of privately-held firms.
  • Master Planned Communities in Romania: Developed a busines plan, financial forecast, and investor presentation to support the financing of master-planned townhome community construction projects in six cities across Romania.
  • Residential Construction in Arizona: Developed a business plan, financial forecast, and investor presentation for a builder of green luxury homes in Arizona.
  • Condominium Development in Bulgaria: Developed the capital formation strategy and business plan for a real estate development project in Sofia, Bulgaria. Assisted the developers in negotiations with the seller of the land so that the seller took completed units in exchange for the land. The combination of no cash for the seller and the pre-sale of units during construction meant that no construction loan was required. Only a small equity investment was required to fund the entire development.
  • Master Planned Residential Community in Texas: Developed a financial model for the developer of an aviation-centric community, featuring residential estates, private hangars, and private airport.
  • Municipal Planning: Conducted a pre-feasibility study and conceived a development strategy for three new "economic cities" in Saudi Arabia.
  • Municipal Planning: Carried out a market and demand assessment for an integrated port and industrial zone development in the Republic of Georgia.
  • Municipal Planning: Designed a new strategy facilitating private sector investment in the development and operation of industrial parks for Egypt's Industrial Development Authority.
  • Commercial Development: Prepared a business plan and development, operations, and fund-raising strategies for a pan-African network of serviced office centers.
  • Real Estate Investment Fund: Developed a business plan, financial forecast, and presentation for a privately owned warehouse lending and investment fund.
  • Residential and Commercial Real Estate Holding Company: Developed a business plan, financial forecast, executive summary and presentation for an Arizona-based holding company. The company focuses on real estate transactions ranging from acquisition, sales, brokerage and secured financing.
  • Real Estate Listing Service: Developed a business plan, financial forecast, and investor presentation for a New York-based online real estate listing service. The company is a niche business targeting the desirable 19-35 demographic through in-depth knowledge of the segment, creative marketing, and state-of-the-art web technology. Cayenne also provided coaching on business strategy and presenting to investors.
  • Foreclosure Listing Service: Created a business plan, financial forecast, and presentation for a company that services the foreclosing market with a listing and coaching service for distressed homeowners. The company's proprietary online software offers members visibility into and control over the sales process.
  • Foreclosure Investment Service: Created a business plan, financial forecast, and presentation for a firm that offers a web-delivered service offering cash and credit investors opportunities to purchase preforeclosure homes from distressed howmeowners.
  • Property Management Software: Developed a business plan and financial model for an online real estate property management service offering software, training, and related technical support to residential property managers.
  • Medical Office: Developed a financial model based on two scenarios for a new phlebotomist office.
  • Commercial Construction: Developed a detailed Statement of Qualifications (SoQ) to support a proposal to design and build a bridge.
  • Hybrid Home Equity Financing: Assisted with the development of a business plan for a business that allows homeowners to sell a portion of the future appreciation of their home's value to investors.
  • Real Estate Brokerage: Analyzed and optimized the IT budget for Northwood Realty, a large real estate brokerage in Pittsburgh, PA.
  • Real Estate Investment: Founder and owner of Allegheny Home Buyers, a real estate investment company in Pittsburgh that buys and sells residential and commercial real estate and provides financing for commercial real estate.
  • Green Luxury Home Developer: Developed a strategic plan for the developer of green luxury homes in New York and Massachusetts. Coached the management team through the execution of the plan.
  • Basketball Facility Developer: Developed a financial model for a nationwide rollout of a basketball specific recreational franchise.
  • Tennis Facility Developer: Developed a business plan, financial forecast, and investor presentation for a high-end indoor tennis club in New Jersey.
  • Office Property Developer and Brokerage: Developed a strategic plan for an office property developer in Pennsylvania. Coached the management team through the execution of the plan.
  • Art Gallery: Advised a leading Manhattan art gallery on financial restructuring and sale of $10 million equity stake. Developed business plan and financial forecast, and calculated valuation based on value enhancement initiatives.
  • Real Estate Information Portal: Developed a business plan and fundraising strategy for a Dubai-based online commercial real estate information service.
  • Latin American Hotels & Resorts: Analyzed, evaluated and structured multiple hotel and resort transactions throughout Latin America to enhance Bank asset quality by converting distressed debt into equity.

Note: Some of the activities noted on these pages may reflect experience gained by a consultant prior to his or her association with Cayenne Consulting LLC. Cayenne Consulting does not offer any services that require licensing or registration with the NASD or other federal or state authorities.

Business Plan Experts