Dan and Kevin - Roles & Responsbilities

1. Hiring/Interns

1.1. Intern Hiring

1.1.1. Spring 2016 - Interview by 12/15/15

1.2. Full Time Hiring

1.2.1. Immediate Needs - Admin/Marketing/Transaction Coordiater

1.2.2. Long Term Needs - Junior Broker

2. Marketing

2.1. Print Ads - Magazines

2.2. Direct Investor Mailers

2.3. Offering Memorandums - off market

2.4. Offering Memorandums - listings

2.4.1. Process Doc - Listing

2.5. Broker Opinions of Value (BOV)

2.5.1. Process Doc - BOV

2.6. Press Releases/Sale Annoucements

2.7. Email flyers

3. Website

3.1. Properties Available

3.2. Properties Sold

4. Training

4.1. Underwriting

4.1.1. Excel Modeling

4.1.1.1. Underwriting 101 - Process Doc

4.2. Mentoring/Goal Setting

4.2.1. Scott Landers 2015 $100,000

4.2.2. Jason Greenspan 2015 ----

4.2.3. Louis Ciotti 2015 $400,000

4.2.4. ARGUS Modeling

4.3. Trepp

4.4. McGraw-Hill

5. Deal Sourcing/Closing

5.1. Dan Pipeline

5.1.1. LIP - Dan Pipeline

5.1.2. LIS - Dan Pipeline

5.2. Kevin Pipeline

5.2.1. LIP - Dan Pipeline

5.2.2. LIS - Dan Pipeline

6. Property Management

6.1. Fresenius - Livonia, MI

6.2. Fresenius - Mt. Vernon, OH

6.3. Fresenius - Wooster, OH

7. Scott Sonenberg 2015 $75,000