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“The Potential for Profit is in the Acquisition and Management; the Possibility of
Appreciation is Only a Bonus”
www.StrategicHoldings.com Contact:
Patty Franklin
Investor Relations
(805) 764-5128
pfranklin@strategicPEadvisors.com
Fund Interests (Interests) are available only to accredited investors who meet certain minimum annual income or net
worth thresholds. Interests are being offered in reliance on an exemption from the registration requirements of the
Securities Act and are not required to comply with specific disclosure requirements that apply to registration under
the Securities Act. The Securities and Exchange Commission has not passed upon the merits of or given its
approval to the Interests, the terms of the offering, or the accuracy or completeness of any offering materials.
Interests are subject to legal restrictions on transfer and resale and investors should not assume they will be able to
resell their Interests. Investing in Interests involves risk, and investors should be able to bear the loss of their
investment. Performance data is current through the last 90 days and is net of fees and represents past
performance. Past performance does not guarantee future results. Current performance may be lower or higher than
the performance data presented. If you want current performance data call us at 805-764-5128 [or visit
www.StrategicHoldings.com]. We are not required by law to follow any standard methodology when calculating and
representing performance data. The performance of the fund may not be directly comparable to the performance of
other private or registered funds. Not FDIC insured. This is not an offer you sell or a solicitation to buy securities.
Securities can only be sold pursuant to the Private Placement Memorandum (PPM). You should real the PPM in
full prior to investing. Additional risk and terms of the offering are discussed in the PPM. Securities offered through
Emerson Equity LLC, member FINRA/SIPC. Strategic Holdings and Emerson Equity are not affiliated.
Strategic Holdings is a Fiduciary to our Investors
Regulation D 506(c)
Compliance Disclosure
Strategic Holdings believes in:
• Buying properties and notes we believe to be
significantly below their repositioned value
• Steadfast application of a proprietary vetting process
• Strong post acquisition asset management
• Backing of strong financial partners
Strategic Holdings is a Fiduciary to our Investors
Niche Real Estate Investing
The Executive Team of Strategic Holdings has an average of over twenty years experience in real estate related industries
which time frame expands the depressions of 1990 and 2008. Our broad depth of experience includes investing in income
producing properties, real estate lending, land development, new home building, real estate management, and flipping real
estate.
Our investment strategy is simple; it is to acquire what we believe to be undervalued assets at prices substantially below
their current potential and repositioned market values. When buying income property, or loans secured by income property,
Strategic Holdings targets an 8.5% - 12% return on investment on an “as-is” basis and a 16% unleveraged return on
investment once repositioned.
Strategic Holdings intends to retain more of its income producing properties with the goal of building a long-term
income producing portfolio.
The acquisition process is our “secret sauce.” It involves discipline, a lot of research - checking public records,
communicating with local brokers, hiring due diligence companies, and lots of patience. The senior executive team
thoroughly vets each prospective investment after a full review and analysis by our internal senior analysts.
Strategic Holdings is a Fiduciary to our Investors
InvestmentStrategy/AcquisitionProcess
Real Estate
Secured
Investment Fund
First trust deeds or notes or fee simple
ownership Non publically traded no-load fund,
1.5% asset management fee
Preferred Equity Series 1A 8.5% targeted Series 1D 10% targeted + 25% Profit Sharing
Series 1B 10% targeted
Series 1C 12% targeted
Payments Targeted Monthly Income
Liquidity
Reporting
25% per quarter after six months (best efforts) for Series 1A, 1B, and 1C
Series 1D - See PPM
Quarterly Reports / Audited Financials annually subsidiary of C.B.I.Z
Strategic Holdings is a Fiduciary to our Investors
Highlights
Note: Series 1C and 1D tranche are currently closed to
new investments.
Real Estate
Secured
Investment Fund
Rental income, interest income, and sale of properties
Proceeds go back into the fund to pay creditors and investors first
Who owns the LLC Investors (aka members) own the LLC fund
fund? Strategic Holdings are managers and fiduciaries of the LLC fund
What does the Fund The LLC fund owns all of the assets – real estate notes, properties, and
own? cash
Cash flow from 8.5%-12% annual return on investment
Rental income
Sale of Properties 30-40% gain above purchase price (includes costs of
improvements)
Tax Reporting K-1 for Investors on dividend income
Strategic Holdings is a Fiduciary to our Investors
RealEstateSecuredFund
• Extensive research and diligence defines our selection process. Strategic Holdings then the
most profitable commercial notes or properties, with an acquisition price of 60- 70 cents on
the dollar.
• Prior to acquisition, regional demographics are assessed -- historical operating figures, property
conditions, cost to rehab, situations of the current owner, etc.
•
•
Strategic Holdings retains the properties with what we believe to be strong cash flow.
The properties are geographically diversified across 11 states.
Strategic Holdings is a Fiduciary to our Investors
HowWeMitigateRisk
Select Transactions
Sales Price: $2,464,750
Acquisition Price: -$1,527,750
Foreclosure Costs: -$160,902
Profit: $ 776,098
96 Units - 4333 N. 27th Avenue, Phoenix, AZ:
BMC Capital, LLP lent the borrower $3,460,000 on April 20, 2007. Strategic Holdings
purchased the mortgage from Fannie Mae on June 12, 2013 for $1,527,750. Strategic
Holdings paid an additional $160,902 for bankruptcy relief and other expenses. A trustee
sale was held on August 23, 2013 and an investor paid $2,464,750 for the property.
Return on investment was 46% in only 73 days.
$4,720,000
-$1,378,390
-$1,200,000
Market Value:
Acquisition Price:
Capital Expenditures:
EstimatedProfit:
$2,141,610
144 Units - 2315 McFadden Road, Jackson, MS:
In July, 2005 Wells Fargo loaned $2.7 million on this 1988-vintage apartment complex.
Subsequent to note origination, property value fell, the borrower became “upside down”
on his note owing more than the property was worth, and did not invest to turn units. In
November, 2013, Strategic bought the note for $1,378,390 when the loan was in default
and the property only 73% occupied. Two months after Strategic’s note acquisition, the
borrower deeded the property to Strategic. Strategic spent $1,200,000 in repairs, bringing
its cost basis to $2,578,390. The property has a May 2016 opinion of value appraised at a
value of $4,720,000 and is 97% occupied. The property is in our portfolio and is managed
by our in-house property management division.
Select Transactions
$11,000,000
-$4,751,250
-$810,000
Market Value:
Acquisition Price:
Capital Expenditures:
Profit: $5,438,750
184 Units - 4170 Altoona Dr. Dallas, TX: Strategic acquired this 1983-vintage
property for $4,751,250 in May, 2014 when the property was 73.4% occupied and
mismanaged. Strategic invested $810,000 to cure deferred maintenance and renovate
units. The property has a July 2016 opinion of value by Sperry Van Ness at $11 million. The
property is 91% occupied. The property is in our portfolio and is managed by our in-house
property management division.
$4,100,000
-$2,538,065
-$200,000
Sales Price:
Acquisition Price:
Costs:
Profit: $1,361,935
29,600 Sq. Ft. Office Complex, 2 Tree Farm Rd. & 23 Rte. 31, Pennington, NJ:
On April 30, 2003, Deutsche Banc Mortgage Capital lent $4,350,000 to finance the
$5,262,000 acquisition of Pennington Point East and West, a four-building, two-story
suburban office complex. Strategic Holdings purchased this note for $2,538,065 in October,
2013, gained title via a Deed in Lieu of Foreclosure in February 2014 and sold the property
for $4,100,000 on August 15, 2014.
Select Transactions
$2,050,000
-$616,000
-$482,000
Market Value:
Acquisition Price:
Capital Expenditures:
Profit: $952,000
64 Units - 1118 Boundary Street, Conway, SC:
On January 3, 2006, Countrywide Commercial Real Estate Finance lent $1,360,000 on
this property. Strategic Holdings purchased the mortgage from U.S. Bank on
November 6, 2013 for $616,000 and acquired title via a Deed-In-Lieu of foreclosure
in February of 2014. The property has a December 29, 2015 appraised value of
$2,050,000
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
$9,000,000
-$1,548,750
-$4,000,000
$3,451,250
287 Units - 2840 Robinson St. Jackson, MS:
Strategic Holdings acquired this property on September 29, 2014 for $1,548,750. The
property will require approximately $4,000,000 in renovations to cure all deferred
maintenance and to reach market occupancy. After stabilization, the property will be
worth approximately $9,000,000 with a net operating income of approximately $625,000
per year.
Select Transactions
60 Units - 1000 Newton Street, Gadsden, AL:
Royal Bank of Canada lent the borrower $2,283,900 on March 4, 2008. Strategic Holdings
purchased the mortgage from Fannie Mae on June 17, 2013 for $1,207,500. The borrower
deeded the property to Strategic Holdings in October 2013. In March 2014 the property was
appraised for $2,050,000.
112 Units - 305 W. Air Depot, Gadsden, AL:
Royal Bank of Canada lent the borrower $2,858,500 on March 4, 2008. Strategic Holdings
purchased the mortgage from Fannie Mae on June 17, 2013 for $1,916,250. The borrower
deeded the property to Strategic Holdings in October 2013.In March 2014 the property was
appraised for $3,250,000.
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
$2,050,000
-$1,207,500
-$180,000
$662,500
$3,250,000
-$1,916,250
-$275,000
$1,058,750
Select Transactions
353 Units - 235 James I Harrison Jr. Tuscaloosa, AL:
Strategic Holdings purchased this property on December 4, 2014 for $4,850,000. The property
will require approximately $5,700,000 of renovations to reach market occupancy and to cure
all deferred maintenance. After stabilization, the property will be worth approximately
$13,000,000 based on a 7% cap rate of projected net operating income of $925,000 per year.
4 Residential Units, 1 Commercial Unit - 450 Elizabeth Ave., Elizabeth, NJ:
Washington Mutual lent the borrower $513,750 on April 30, 2007. Strategic Holdings
purchased the note on August 2, 2016 for $372,477. There is a receiver in place collecting
the rents for Strategic Holdings until the foreclosure sale has been completed. $6,500/
month in rents are currently being collected.
Balance of Note:
Acquisition Price:
Capital Expenditures:
Profit:
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
$4,492,794
-$374,477
-$0
$120,317
$13,000,000
-$4,850,000
-$5,700,000
$3,850,000
Select Transactions
104 Units - 4215 Wales Court N Charleston, SC:
LaSalle Bank lent the borrower $4,500,000 in September of 2003. Strategic Holdings bought
the non performing note for $3,070,000 in October of 2013. Strategic completed the
foreclosure and acquired title to the property in April of 2014. After completing the necessary
renovations, the property appraised for $6,750,000 in September of 2014 with a net operating
income of approximately $430,000.
132 Units - Cedarwood Apts & Sunridge Townhomes:
Strategic Holdings acquired the Cedarwood Apartments, an 80 unit apartment complex, and
Sunridge Townhomes, a 52 unit townhome style complex on October 30, 2014 for
$3,200,000. The property was fully stabilized at the time of the purchase with occupancies
over 90% and little to no deferred maintenance. The value of the property is approximately
$4,000,000 based on the combined net operating income of $378,000.
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
$4,900,000
-$3,200,000
-$50,000
$1,650,000
$6,750,000
-$3,070,000
-$950,000
$2,730,000
Select Transactions
Industrial Space - 4691 Enterprise Court, Wixon, WI: In May of 2006, Genworth Life
and Health Insurance Company lent the borrower $2,250,000. In October of 2013 Strategic
holdings purchased the Note for $600,862. In March of 2014, the property appraised for
$1,500,000. Strategic Holdings is in the process of acquired title to the property via foreclosure
and sold the property on April 14, 2015 for $1,600,000.
650 Units - 4801 Marshall Ave. Newport News, VA:
Strategic Holdings acquired this property on November 21, 2014 for $7,008,750. The
property will require approximately $17,000,000 of renovations to cure all deferred
maintenance and to reach market occupancy. After stabilization, the property will be
worth approximately $35,750,000 with a net operating income of approximately
$2,400,000 per year.
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
Sold Price:
Acquisition Price:
Capital Expenditures:
Profit:
$1,600,000
-$600,862
-$0
$0
$35,750,000
-$7,008,750
-$17,000,000
$11,741,250
Hopewell Apartments, Hopewell, VA:
In August of 2001, KeyBank lent the borrower $4,312,000. In April of 2014 Strategic
Holdings purchased the note for $1,470,000. Strategic Holdings negotiated a deed in lieu
of foreclosure and sold the note on June 17, 2015 for $2,031,000.
Select Transactions
95 Units - 325 Garden Ln Road, Chickasaw, AL:
The Oak Garden Chickasaw Apartments were purchased on February 11, 2015, for
$1,174,000 or $12,358/unit. The property was built in 1948 and the property’s unit mix
includes 35 one bedroom, and 60 two bedroom units totaling 95 units. The property includes
a leasing office, onsite laundry facility, and a fenced community.
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
Sold Price: Acquisition
Price:
Capital Expenditures:
Profit:
$2,750,000
-$1,224,000
-$1,000,000
$526,000
$2,031,000
-$1,470,000
-$750,000
$189,000
Select Transactions
432 Units - 2230 W. Woodley Square, Montgomery, AL:
Strategic Holdings purchased this property on May 8, 2015 for $4,150,000. The property will
require approximately $8,000,000 of renovations to reach market occupancy and to cure all
deferred maintenance. After stabilization, the property will be worth approximately $15,000,000.
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
$15,000,000
-$4,150,000
-$8,000,000
$2,850,000
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
98 Units - 2318 Cecil Road, Richmond, VA:
The Birches is a 98-unit, 92% occupied, 1956-vintage apartment community. We acquired the
property on August 2, 2016 at a purchase price of $5,450,000 ($56,122/unit) with an 83% loan, 7
year term at 4.45%. The cap rate is 5.7% going-in and 7.5% pro-forma. The property is situated 1.6
miles north of Virginia Commonwealth University (32,000 enrolled), 0.2 mile north of Virginia Union
University (1,700 enrolled) and 3.4 miles northwest of downtown Richmond. The corridor near the
property is being revitalized. It’s our belief that the seller, who has owned it since 1988, has
mismanaged it. We have an $800,000 renovation budget to renovate unit interiors, paint the
exterior, replace roofs, sealcoat the parking area, renovate the laundry room and upgrade
landscaping, after which we expect to increase rents a minimum of $50 per unit.
$5,750,000
-$5,450,000
-$0
$0
Select Transactions
192 Units - 1940 Atlanta Rd SE, Smyrna, GA:
Belmont Crossing is a 192-unit, 95% occupied, 1969-vintage apartment community located in
Smyrna, Georgia, a growing suburb 17 miles northeast of downtown Atlanta. The property is
located within 5 miles of the interchange of Interstates 75 and 285, which is the site of the new
Atlanta Braves baseball park. The area is undergoing new development and has many nearby
employers. We acquired the property on September 8, 2016 for $11,075,000 ($57,682/unit).
The cap rate is 6.25% going-in and 8.25% pro-forma. We have a $940,000 renovation budget to
renovate 146 unit interiors and spend $40,000 on minor exterior needs, after which rents will be
increased an average of $80/unit.
Market Value:
Acquisition Price:
Capital Expenditures:
Profit:
$11,500,000
-$11,075,000
-$0
$0
James W. Backner, President & Chief Operations Officer
James Backner is a hands-on entrepreneur and well-disciplined leader with over 20 years of experience in loan origination, acquisition of distressed real
estate and notes, repositioning of properties, and real estate sales. At Strategic Holdings, Mr. Backner's duties include sourcing potential investment
opportunities, performing due diligence, and facilitating acquisitions. Post-acquisition, Mr. Backner supervises the repositioning, management, and
eventual sale of all acquired assets.
Prior to forming Strategic Holdings, Mr. Backner was the President and Managing Member of a very successful real estate investment firm, which
specialized in the acquisition, management, and disposition of distressed real estate. Mr. Backner also has extensive experience in the real estate loan
business, working as both a top producing loan officer, and loan originator from 1992 through 2008.
Mr. Backner graduated from California State University, Northridge in 1988 with a Bachelor of Science in Business Administration/Finance.
Before starting Lighthouse Lodging Group, Brian served as CFO at Windsor Capital Group (WCG), a privately held hotel and commercial real estate company.
At WCG, during his 14 year tenure, Mr. Alonge oversaw an 18 member accounting team and managed the financial and tax matters for the company’s 38
hotels, 4 commercial office buildings and numerous other properties, corporations and partnerships, which generated annual revenues in excess of $350
million. At Windsor, Mr. Alonge participated in single asset and portfolio refinancing and restructuring projects totaling over $1 billion in gross proceeds
which over a five year period, saved the company tens of millions of dollars in annual interest expense.
Brian Alonge, Chief Financial Officer
Brian Alonge is an accomplished financial leader with over 20 years of experience in the hospitality and commercial real estate industry. Throughout his
career, his primary focus has been on the timely and accurate reporting of financial statements in accordance with GAAP (Generally Accepted Accounting
Principles) as well as debt and equity raises and highly structured financing, involving every level of the capital stack. As CFO of Strategic Holdings, Mr.
Alonge is responsible for all tax and accounting matters of the company as well as leading the company’s growth by utilizing his experience and connections
in the private equity and capital markets world.
Prior to joining Strategic Holdings, Mr. Alonge was a principal and Chief Financial Officer at Lighthouse Lodging Group, which during the economic downturn
in 2009, raised $36mm of private equity to acquire and subsequently renovate the Marriott Napa Valley hotel, which was quickly repositioned and sold two
years later for $72 million.
ManagementTeam
Mr. Alonge graduated from California State University in 1989 with a Bachelor of Science degree in Finance and earned his Master of Business
Administration degree in 1995.
Jackie Trojanowsky, Chief Credit Officer
Jackie Trojanowsky has over 25 years of commercial real estate and lending experience, including 17 years in commercial mortgage-backed securities
(CMBS). Her CMBS experience has included sourcing, underwriting, special servicing, and asset management. Prior to joining Strategic Holdings, Ms.
Trojanowsky originated CMBS loans for GE Capital Real Estate for nine years and was the director of GE's San Francisco office, underwrote loans for an
investor of sub-investment grade CMBS and underwrote new CMBS loans for a service provider. She also successfully managed almost a billion dollars of
CMBS repurchase litigation while employed at a special servicer, which prevailed in jury trials in U.S. federal courts. At Strategic Holdings, Ms.
Trojanowsky is responsible for identifying the underwriting properties for our fund to acquire.
Ms. Trojanowsky is a graduate of The University of Texas at Austin, and holds a Bachelor of Business Administration with double majors in finance and
marketing.
ManagementTeam
Derrick B. Grüner, Executive Vice President & General Counsel
Derrick B. Grüner, Esq. is Executive Vice President & General Counsel, and a 24 year veteran of the real estate finance industry. Prior to joining the
Strategic Holdings team, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large
east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a
substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences
throughout the United States, and is published, quoted, and featured in a variety of publications and trade journals.
Mr. Grüner is a member of the Leadership Los Angeles Class of 2014. In Miami, he was a Greater Miami Chamber Board Member, Chair of the
Chamber’s influential International Consular Corps Committee, and a member of the Leadership Miami Class of 2009. He is also a 2005 Alumni of highly
selective Leadership Jacksonville. He is a member of the Florida Bar, is admitted to the United States District Court, Middle District of Florida, and
admitted to practice in California as Registered In-House Counsel. Mr. Grüner is conversant in Portuguese.
He also has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the
real estate and banking industries. Mr. Grüner began his career in mortgage banking with a primary emphasis on business development, underwriting,
and secondary markets. As a mortgage banker, Mr. Grüner was active in a variety of trade groups, including service as a Chair of the Georgia
Association of Mortgage Brokers PAC, a participant on the Legislative Committee of the National Association of Mortgage Brokers, and a member of the
Mortgage Bankers Association of Florida.
Raul G. Gamino, JD, Senior Investment Analyst
Raul Gamino's 15 plus years in commercial loan underwriting, servicing, and sales, combined with his law degree, empower him to maximize
risk/reward analysis in underwriting, servicing, and collecting distressed commercial real estate and loans. At Strategic Holdings, Mr. Gamino is
tasked with the underwriting of potential acquisitions, evaluating potential legal issues, and reviewing operational income and expense
reports. Mr. Gamino works with nationwide brokers and appraisers to evaluate potential deals, and advise the credit committee regarding
appropriate acquisition targets. Post-acquisition, Mr. Gamino also assists in the disposition of assets.
Prior to joining Strategic Holdings, Mr. Gamino underwrote, approved, and structured complex commercial real estate loans for multi-family
housing, retail, office, multi-family (HUD), skilled nursing, shopping centers, special purpose, and owner-occupied properties. He collaborated
with Chief Operations Officer, Chief Financial Officer, and Chief Credit Officer on asset management, credit policy, marketing, and profitability
objectives. Mr. Gamino also has extensive experience managing distressed loans including foreclosures, bankruptcies, liquidations, legal
counsel, REO's, and loan workouts.
Mr. Gamino graduated from University of Southern California with a Bachelor of Science in Finance: Real Property Management and
Development, and he earned his Executive Juris Doctor from Concord Law School, Kaplan University.
ManagementTeam
Patty Franklin has been a registered securities licensed professional for over 15 years. She has extensive experience in a broad range of
investments including real estate, private equity, and alternative investments. At Strategic Holdings, Mrs. Franklin is responsible for the
operations of our investor relations department, including capital management, global fund raising, compliance, financial analytics, and client
relationship management.
Prior to joining Strategic Holdings, Mrs. Franklin was an Investment Consultant for TD Ameritrade, responsible for overseeing $500 Million
dollars of assets under management. Prior to that, she was a registered investment advisor/financial planner for over 10 years with firms such
as UBS, Linsco Private Ledger, and Cambridge.
Patty Franklin, EVP Investor Relations
Mrs. Franklin currently holds FINRA Series 6, 7, 63, and 65 Securities License.
Mrs. Franklin graduated from University of California, Los Angeles in 1995 with a Bachelor of Science in Psychology and a minor in Chemistry.
She is also a candidate for an MBA degree from California Lutheran University with an emphasis in Financial Planning. She also holds
professional designation in Personal Financial Planning.
Scott Woodside, Director of Asset Management
Scott Woodside is a Certified Public Accountant with an entrepreneur spirit having more than 28 years’ experience in finance, IT, accounting, land acquisition,
land development, product development, project management, construction, and sales and marketing. Mr. Woodside was initially engaged by affiliate TriTay
Property Investments, LLC as CFO. In his new position as Director of Asset Management with Strategic Holdings, Mr. Woodside is responsible for the reposition
of REO assets and property management. Prior to Strategic, Mr. Woodside served as CFO to one of the largest Community Management Companies in
California servicing over 150 associations and more than 50,000 home owners with seven divisions throughout California and Nevada.
As founding partner of a homebuilding company and chief financial officer to successful California builders ranging from entry-level to multi- million dollar
semi-custom homes, Mr. Woodside possesses critical knowledge in each element of the building process having acquired, financed, designed, constructed,
and sold thousands of homes. He brings industry insight and experience as a seasoned professional who adapts well to changing environments directing
measurement systems and infrastructure to optimize business results.
Mr. Woodside graduated from California State University, Fullerton in 1984 with a Bachelor of Arts in Business Administration with a concentration in
Accounting. Studied Construction Development Management at the University of California, Irvine and is a member of the American Institute of Certified
Public Accountants CPA. He is also a Certified Community Association Manager (CCAM) with the California Association of Community Managers, Inc.
Kathy Klima, Controller
Kathy Klima has over 20 years of private and public accounting experience in both large and small companies. In the last 15 years, she has focused on the
real estate industry. Ms. Klima has hands on management style which has enabled her to successfully grow in all positions she has held. In Kathy’s last
position, as a Controller for a well established private money lender she was responsible for the day to day accounting operations and financial reporting for
all aspects of the Company’s businesses.
ManagementTeam
Ms. Klima graduated from California State University, Northridge in 1991 with a Bachelor of Science in Business Administration/Accounting.
Ryan Cox, Senior Investment Analyst
Ryan Cox is a veteran real estate professional with over 10 years of experience in real estate acquisitions and entitlement, residential
multifamily management, and budgeting. His diverse background is vital to performing proper due diligence on distressed properties. At
Strategic Holdings, Mr. Cox’s duties include the underwriting of potential acquisitions, reviewing operational income and expense reports,
and advising the credit committee regarding appropriate acquisition targets. Post-acquisition, he also assists in the disposition of assets.
Prior to joining Strategic Holdings, Mr. Cox managed budgets on a large portfolio of multifamily residential buildings with HUD loans. He
performed due diligence on development properties and managed the development entitlement process.
Mr. Cox is a graduate of the United States Naval Academy in Annapolis, MD, and served on active duty as a U.S. Navy SEAL.
Barry Levenson, Consultant
Barry Levenson is a visionary leader and strategist with extensive experience in financial services and a demonstrated ability to achieve
high-growth objectives at the highest corporate levels. He is a proven builder of successful companies with over 25 years of executive
experience in fast-growth organizations. As a consultant for Strategic Holdings, Mr. Levenson is in charge of taking the current investment
process, and scaling it to a whole new level of success. Mr. Levenson is responsible for creating, communicating, and implementing the
organization’s vision, mission, and overall direction.
Prior to joining Strategic Holdings, Mr. Levenson was a founding officer of banking giant Countrywide Bank (acquired by Bank of America),
and a Managing Director at PennyMac Loan Services, LLC. He has been a Chief Officer of numerous additional companies including:
Knowledge Adventure Academy123 (acquired by Discovery Communications), Homestore/Move.com/Realtor.com, Enfish Technologies
(acquired by Franklin-Covey), and Stern Marketing Group (acquired by NewGround). Mr. Levenson was also a Senior Consultant at
Deloitte Consulting, and has been a board member of BAI (Bank Administration Institute), Haas Business School at UC Berkeley, and the
National Literacy Network.
ManagementTeam
Mr. Levenson graduated from the University of California, Berkeley, Haas Business School with a Bachelor of Science in Finance and Real
Estate. While at UC Berkeley, he co-founded the Cal Berkeley Federal Credit Union. He earned an MBA from the Anderson Graduate
School of Management, UCLA in Finance, Marketing, and Entrepreneurship. He is currently on the board of the UCLA Ziman Center for
Real Estate.
ManagementTeam
John Gaiser, Consultant
John Gaiser is an entrepreneur and visionary with over 24 years of experience in mortgage banking, acquisition of distressed real
estate loans, loan servicing, structured finance of real estate loans, and real estate acquisition and development. At Strategic Holdings,
Mr. Gaiser's duties include sourcing potential investment opportunities, performing pre-acquisition due diligence, and advising the
credit committee regarding underwriting and acquisition guidelines. Post-acquisition, Mr. Gaiser assists with negotiations with current
borrowers, and provides guidance regarding disposition strategies. Prior to Strategic Holdings, Mr. Gaiser was the founder and primary
owner of two major mortgage banking firms which funded several billion dollars of transactions from 1989 through 2007. The
experienced gained by Mr. Gaiser from the events that led up to the August 2007 credit crisis are invaluable in providing advice on
designing and building a new real estate financial company that can better anticipate, safeguard, and navigate against future real
estate related credit crises.
Mr. Gaiser graduated from Oral Roberts University Cum Laude with a Bachelor of Science in Business Administration and a Minor in
Biblical Literature in 1986.

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Company Overview

  • 1. “The Potential for Profit is in the Acquisition and Management; the Possibility of Appreciation is Only a Bonus” www.StrategicHoldings.com Contact: Patty Franklin Investor Relations (805) 764-5128 pfranklin@strategicPEadvisors.com
  • 2. Fund Interests (Interests) are available only to accredited investors who meet certain minimum annual income or net worth thresholds. Interests are being offered in reliance on an exemption from the registration requirements of the Securities Act and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. The Securities and Exchange Commission has not passed upon the merits of or given its approval to the Interests, the terms of the offering, or the accuracy or completeness of any offering materials. Interests are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their Interests. Investing in Interests involves risk, and investors should be able to bear the loss of their investment. Performance data is current through the last 90 days and is net of fees and represents past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance data presented. If you want current performance data call us at 805-764-5128 [or visit www.StrategicHoldings.com]. We are not required by law to follow any standard methodology when calculating and representing performance data. The performance of the fund may not be directly comparable to the performance of other private or registered funds. Not FDIC insured. This is not an offer you sell or a solicitation to buy securities. Securities can only be sold pursuant to the Private Placement Memorandum (PPM). You should real the PPM in full prior to investing. Additional risk and terms of the offering are discussed in the PPM. Securities offered through Emerson Equity LLC, member FINRA/SIPC. Strategic Holdings and Emerson Equity are not affiliated. Strategic Holdings is a Fiduciary to our Investors Regulation D 506(c) Compliance Disclosure
  • 3. Strategic Holdings believes in: • Buying properties and notes we believe to be significantly below their repositioned value • Steadfast application of a proprietary vetting process • Strong post acquisition asset management • Backing of strong financial partners Strategic Holdings is a Fiduciary to our Investors Niche Real Estate Investing
  • 4. The Executive Team of Strategic Holdings has an average of over twenty years experience in real estate related industries which time frame expands the depressions of 1990 and 2008. Our broad depth of experience includes investing in income producing properties, real estate lending, land development, new home building, real estate management, and flipping real estate. Our investment strategy is simple; it is to acquire what we believe to be undervalued assets at prices substantially below their current potential and repositioned market values. When buying income property, or loans secured by income property, Strategic Holdings targets an 8.5% - 12% return on investment on an “as-is” basis and a 16% unleveraged return on investment once repositioned. Strategic Holdings intends to retain more of its income producing properties with the goal of building a long-term income producing portfolio. The acquisition process is our “secret sauce.” It involves discipline, a lot of research - checking public records, communicating with local brokers, hiring due diligence companies, and lots of patience. The senior executive team thoroughly vets each prospective investment after a full review and analysis by our internal senior analysts. Strategic Holdings is a Fiduciary to our Investors InvestmentStrategy/AcquisitionProcess
  • 5. Real Estate Secured Investment Fund First trust deeds or notes or fee simple ownership Non publically traded no-load fund, 1.5% asset management fee Preferred Equity Series 1A 8.5% targeted Series 1D 10% targeted + 25% Profit Sharing Series 1B 10% targeted Series 1C 12% targeted Payments Targeted Monthly Income Liquidity Reporting 25% per quarter after six months (best efforts) for Series 1A, 1B, and 1C Series 1D - See PPM Quarterly Reports / Audited Financials annually subsidiary of C.B.I.Z Strategic Holdings is a Fiduciary to our Investors Highlights Note: Series 1C and 1D tranche are currently closed to new investments.
  • 6. Real Estate Secured Investment Fund Rental income, interest income, and sale of properties Proceeds go back into the fund to pay creditors and investors first Who owns the LLC Investors (aka members) own the LLC fund fund? Strategic Holdings are managers and fiduciaries of the LLC fund What does the Fund The LLC fund owns all of the assets – real estate notes, properties, and own? cash Cash flow from 8.5%-12% annual return on investment Rental income Sale of Properties 30-40% gain above purchase price (includes costs of improvements) Tax Reporting K-1 for Investors on dividend income Strategic Holdings is a Fiduciary to our Investors RealEstateSecuredFund
  • 7. • Extensive research and diligence defines our selection process. Strategic Holdings then the most profitable commercial notes or properties, with an acquisition price of 60- 70 cents on the dollar. • Prior to acquisition, regional demographics are assessed -- historical operating figures, property conditions, cost to rehab, situations of the current owner, etc. • • Strategic Holdings retains the properties with what we believe to be strong cash flow. The properties are geographically diversified across 11 states. Strategic Holdings is a Fiduciary to our Investors HowWeMitigateRisk
  • 8. Select Transactions Sales Price: $2,464,750 Acquisition Price: -$1,527,750 Foreclosure Costs: -$160,902 Profit: $ 776,098 96 Units - 4333 N. 27th Avenue, Phoenix, AZ: BMC Capital, LLP lent the borrower $3,460,000 on April 20, 2007. Strategic Holdings purchased the mortgage from Fannie Mae on June 12, 2013 for $1,527,750. Strategic Holdings paid an additional $160,902 for bankruptcy relief and other expenses. A trustee sale was held on August 23, 2013 and an investor paid $2,464,750 for the property. Return on investment was 46% in only 73 days. $4,720,000 -$1,378,390 -$1,200,000 Market Value: Acquisition Price: Capital Expenditures: EstimatedProfit: $2,141,610 144 Units - 2315 McFadden Road, Jackson, MS: In July, 2005 Wells Fargo loaned $2.7 million on this 1988-vintage apartment complex. Subsequent to note origination, property value fell, the borrower became “upside down” on his note owing more than the property was worth, and did not invest to turn units. In November, 2013, Strategic bought the note for $1,378,390 when the loan was in default and the property only 73% occupied. Two months after Strategic’s note acquisition, the borrower deeded the property to Strategic. Strategic spent $1,200,000 in repairs, bringing its cost basis to $2,578,390. The property has a May 2016 opinion of value appraised at a value of $4,720,000 and is 97% occupied. The property is in our portfolio and is managed by our in-house property management division.
  • 9. Select Transactions $11,000,000 -$4,751,250 -$810,000 Market Value: Acquisition Price: Capital Expenditures: Profit: $5,438,750 184 Units - 4170 Altoona Dr. Dallas, TX: Strategic acquired this 1983-vintage property for $4,751,250 in May, 2014 when the property was 73.4% occupied and mismanaged. Strategic invested $810,000 to cure deferred maintenance and renovate units. The property has a July 2016 opinion of value by Sperry Van Ness at $11 million. The property is 91% occupied. The property is in our portfolio and is managed by our in-house property management division. $4,100,000 -$2,538,065 -$200,000 Sales Price: Acquisition Price: Costs: Profit: $1,361,935 29,600 Sq. Ft. Office Complex, 2 Tree Farm Rd. & 23 Rte. 31, Pennington, NJ: On April 30, 2003, Deutsche Banc Mortgage Capital lent $4,350,000 to finance the $5,262,000 acquisition of Pennington Point East and West, a four-building, two-story suburban office complex. Strategic Holdings purchased this note for $2,538,065 in October, 2013, gained title via a Deed in Lieu of Foreclosure in February 2014 and sold the property for $4,100,000 on August 15, 2014.
  • 10. Select Transactions $2,050,000 -$616,000 -$482,000 Market Value: Acquisition Price: Capital Expenditures: Profit: $952,000 64 Units - 1118 Boundary Street, Conway, SC: On January 3, 2006, Countrywide Commercial Real Estate Finance lent $1,360,000 on this property. Strategic Holdings purchased the mortgage from U.S. Bank on November 6, 2013 for $616,000 and acquired title via a Deed-In-Lieu of foreclosure in February of 2014. The property has a December 29, 2015 appraised value of $2,050,000 Market Value: Acquisition Price: Capital Expenditures: Profit: $9,000,000 -$1,548,750 -$4,000,000 $3,451,250 287 Units - 2840 Robinson St. Jackson, MS: Strategic Holdings acquired this property on September 29, 2014 for $1,548,750. The property will require approximately $4,000,000 in renovations to cure all deferred maintenance and to reach market occupancy. After stabilization, the property will be worth approximately $9,000,000 with a net operating income of approximately $625,000 per year.
  • 11. Select Transactions 60 Units - 1000 Newton Street, Gadsden, AL: Royal Bank of Canada lent the borrower $2,283,900 on March 4, 2008. Strategic Holdings purchased the mortgage from Fannie Mae on June 17, 2013 for $1,207,500. The borrower deeded the property to Strategic Holdings in October 2013. In March 2014 the property was appraised for $2,050,000. 112 Units - 305 W. Air Depot, Gadsden, AL: Royal Bank of Canada lent the borrower $2,858,500 on March 4, 2008. Strategic Holdings purchased the mortgage from Fannie Mae on June 17, 2013 for $1,916,250. The borrower deeded the property to Strategic Holdings in October 2013.In March 2014 the property was appraised for $3,250,000. Market Value: Acquisition Price: Capital Expenditures: Profit: Market Value: Acquisition Price: Capital Expenditures: Profit: $2,050,000 -$1,207,500 -$180,000 $662,500 $3,250,000 -$1,916,250 -$275,000 $1,058,750
  • 12. Select Transactions 353 Units - 235 James I Harrison Jr. Tuscaloosa, AL: Strategic Holdings purchased this property on December 4, 2014 for $4,850,000. The property will require approximately $5,700,000 of renovations to reach market occupancy and to cure all deferred maintenance. After stabilization, the property will be worth approximately $13,000,000 based on a 7% cap rate of projected net operating income of $925,000 per year. 4 Residential Units, 1 Commercial Unit - 450 Elizabeth Ave., Elizabeth, NJ: Washington Mutual lent the borrower $513,750 on April 30, 2007. Strategic Holdings purchased the note on August 2, 2016 for $372,477. There is a receiver in place collecting the rents for Strategic Holdings until the foreclosure sale has been completed. $6,500/ month in rents are currently being collected. Balance of Note: Acquisition Price: Capital Expenditures: Profit: Market Value: Acquisition Price: Capital Expenditures: Profit: $4,492,794 -$374,477 -$0 $120,317 $13,000,000 -$4,850,000 -$5,700,000 $3,850,000
  • 13. Select Transactions 104 Units - 4215 Wales Court N Charleston, SC: LaSalle Bank lent the borrower $4,500,000 in September of 2003. Strategic Holdings bought the non performing note for $3,070,000 in October of 2013. Strategic completed the foreclosure and acquired title to the property in April of 2014. After completing the necessary renovations, the property appraised for $6,750,000 in September of 2014 with a net operating income of approximately $430,000. 132 Units - Cedarwood Apts & Sunridge Townhomes: Strategic Holdings acquired the Cedarwood Apartments, an 80 unit apartment complex, and Sunridge Townhomes, a 52 unit townhome style complex on October 30, 2014 for $3,200,000. The property was fully stabilized at the time of the purchase with occupancies over 90% and little to no deferred maintenance. The value of the property is approximately $4,000,000 based on the combined net operating income of $378,000. Market Value: Acquisition Price: Capital Expenditures: Profit: Market Value: Acquisition Price: Capital Expenditures: Profit: $4,900,000 -$3,200,000 -$50,000 $1,650,000 $6,750,000 -$3,070,000 -$950,000 $2,730,000
  • 14. Select Transactions Industrial Space - 4691 Enterprise Court, Wixon, WI: In May of 2006, Genworth Life and Health Insurance Company lent the borrower $2,250,000. In October of 2013 Strategic holdings purchased the Note for $600,862. In March of 2014, the property appraised for $1,500,000. Strategic Holdings is in the process of acquired title to the property via foreclosure and sold the property on April 14, 2015 for $1,600,000. 650 Units - 4801 Marshall Ave. Newport News, VA: Strategic Holdings acquired this property on November 21, 2014 for $7,008,750. The property will require approximately $17,000,000 of renovations to cure all deferred maintenance and to reach market occupancy. After stabilization, the property will be worth approximately $35,750,000 with a net operating income of approximately $2,400,000 per year. Market Value: Acquisition Price: Capital Expenditures: Profit: Sold Price: Acquisition Price: Capital Expenditures: Profit: $1,600,000 -$600,862 -$0 $0 $35,750,000 -$7,008,750 -$17,000,000 $11,741,250
  • 15. Hopewell Apartments, Hopewell, VA: In August of 2001, KeyBank lent the borrower $4,312,000. In April of 2014 Strategic Holdings purchased the note for $1,470,000. Strategic Holdings negotiated a deed in lieu of foreclosure and sold the note on June 17, 2015 for $2,031,000. Select Transactions 95 Units - 325 Garden Ln Road, Chickasaw, AL: The Oak Garden Chickasaw Apartments were purchased on February 11, 2015, for $1,174,000 or $12,358/unit. The property was built in 1948 and the property’s unit mix includes 35 one bedroom, and 60 two bedroom units totaling 95 units. The property includes a leasing office, onsite laundry facility, and a fenced community. Market Value: Acquisition Price: Capital Expenditures: Profit: Sold Price: Acquisition Price: Capital Expenditures: Profit: $2,750,000 -$1,224,000 -$1,000,000 $526,000 $2,031,000 -$1,470,000 -$750,000 $189,000
  • 16. Select Transactions 432 Units - 2230 W. Woodley Square, Montgomery, AL: Strategic Holdings purchased this property on May 8, 2015 for $4,150,000. The property will require approximately $8,000,000 of renovations to reach market occupancy and to cure all deferred maintenance. After stabilization, the property will be worth approximately $15,000,000. Market Value: Acquisition Price: Capital Expenditures: Profit: $15,000,000 -$4,150,000 -$8,000,000 $2,850,000 Market Value: Acquisition Price: Capital Expenditures: Profit: 98 Units - 2318 Cecil Road, Richmond, VA: The Birches is a 98-unit, 92% occupied, 1956-vintage apartment community. We acquired the property on August 2, 2016 at a purchase price of $5,450,000 ($56,122/unit) with an 83% loan, 7 year term at 4.45%. The cap rate is 5.7% going-in and 7.5% pro-forma. The property is situated 1.6 miles north of Virginia Commonwealth University (32,000 enrolled), 0.2 mile north of Virginia Union University (1,700 enrolled) and 3.4 miles northwest of downtown Richmond. The corridor near the property is being revitalized. It’s our belief that the seller, who has owned it since 1988, has mismanaged it. We have an $800,000 renovation budget to renovate unit interiors, paint the exterior, replace roofs, sealcoat the parking area, renovate the laundry room and upgrade landscaping, after which we expect to increase rents a minimum of $50 per unit. $5,750,000 -$5,450,000 -$0 $0
  • 17. Select Transactions 192 Units - 1940 Atlanta Rd SE, Smyrna, GA: Belmont Crossing is a 192-unit, 95% occupied, 1969-vintage apartment community located in Smyrna, Georgia, a growing suburb 17 miles northeast of downtown Atlanta. The property is located within 5 miles of the interchange of Interstates 75 and 285, which is the site of the new Atlanta Braves baseball park. The area is undergoing new development and has many nearby employers. We acquired the property on September 8, 2016 for $11,075,000 ($57,682/unit). The cap rate is 6.25% going-in and 8.25% pro-forma. We have a $940,000 renovation budget to renovate 146 unit interiors and spend $40,000 on minor exterior needs, after which rents will be increased an average of $80/unit. Market Value: Acquisition Price: Capital Expenditures: Profit: $11,500,000 -$11,075,000 -$0 $0
  • 18. James W. Backner, President & Chief Operations Officer James Backner is a hands-on entrepreneur and well-disciplined leader with over 20 years of experience in loan origination, acquisition of distressed real estate and notes, repositioning of properties, and real estate sales. At Strategic Holdings, Mr. Backner's duties include sourcing potential investment opportunities, performing due diligence, and facilitating acquisitions. Post-acquisition, Mr. Backner supervises the repositioning, management, and eventual sale of all acquired assets. Prior to forming Strategic Holdings, Mr. Backner was the President and Managing Member of a very successful real estate investment firm, which specialized in the acquisition, management, and disposition of distressed real estate. Mr. Backner also has extensive experience in the real estate loan business, working as both a top producing loan officer, and loan originator from 1992 through 2008. Mr. Backner graduated from California State University, Northridge in 1988 with a Bachelor of Science in Business Administration/Finance. Before starting Lighthouse Lodging Group, Brian served as CFO at Windsor Capital Group (WCG), a privately held hotel and commercial real estate company. At WCG, during his 14 year tenure, Mr. Alonge oversaw an 18 member accounting team and managed the financial and tax matters for the company’s 38 hotels, 4 commercial office buildings and numerous other properties, corporations and partnerships, which generated annual revenues in excess of $350 million. At Windsor, Mr. Alonge participated in single asset and portfolio refinancing and restructuring projects totaling over $1 billion in gross proceeds which over a five year period, saved the company tens of millions of dollars in annual interest expense. Brian Alonge, Chief Financial Officer Brian Alonge is an accomplished financial leader with over 20 years of experience in the hospitality and commercial real estate industry. Throughout his career, his primary focus has been on the timely and accurate reporting of financial statements in accordance with GAAP (Generally Accepted Accounting Principles) as well as debt and equity raises and highly structured financing, involving every level of the capital stack. As CFO of Strategic Holdings, Mr. Alonge is responsible for all tax and accounting matters of the company as well as leading the company’s growth by utilizing his experience and connections in the private equity and capital markets world. Prior to joining Strategic Holdings, Mr. Alonge was a principal and Chief Financial Officer at Lighthouse Lodging Group, which during the economic downturn in 2009, raised $36mm of private equity to acquire and subsequently renovate the Marriott Napa Valley hotel, which was quickly repositioned and sold two years later for $72 million. ManagementTeam Mr. Alonge graduated from California State University in 1989 with a Bachelor of Science degree in Finance and earned his Master of Business Administration degree in 1995.
  • 19. Jackie Trojanowsky, Chief Credit Officer Jackie Trojanowsky has over 25 years of commercial real estate and lending experience, including 17 years in commercial mortgage-backed securities (CMBS). Her CMBS experience has included sourcing, underwriting, special servicing, and asset management. Prior to joining Strategic Holdings, Ms. Trojanowsky originated CMBS loans for GE Capital Real Estate for nine years and was the director of GE's San Francisco office, underwrote loans for an investor of sub-investment grade CMBS and underwrote new CMBS loans for a service provider. She also successfully managed almost a billion dollars of CMBS repurchase litigation while employed at a special servicer, which prevailed in jury trials in U.S. federal courts. At Strategic Holdings, Ms. Trojanowsky is responsible for identifying the underwriting properties for our fund to acquire. Ms. Trojanowsky is a graduate of The University of Texas at Austin, and holds a Bachelor of Business Administration with double majors in finance and marketing. ManagementTeam Derrick B. Grüner, Executive Vice President & General Counsel Derrick B. Grüner, Esq. is Executive Vice President & General Counsel, and a 24 year veteran of the real estate finance industry. Prior to joining the Strategic Holdings team, he was General Counsel & Chief Legal Officer at Genesis Capital, Counsel at Anchor Loans, and before that partner at a large east coast law firm. In over a decade practicing law, he has focused on banking, finance, and real estate with broad transactional knowledge as well as a substantial litigation practice. Mr. Grüner is a recognized leader in the field, is frequently asked to moderate and present at industry conferences throughout the United States, and is published, quoted, and featured in a variety of publications and trade journals. Mr. Grüner is a member of the Leadership Los Angeles Class of 2014. In Miami, he was a Greater Miami Chamber Board Member, Chair of the Chamber’s influential International Consular Corps Committee, and a member of the Leadership Miami Class of 2009. He is also a 2005 Alumni of highly selective Leadership Jacksonville. He is a member of the Florida Bar, is admitted to the United States District Court, Middle District of Florida, and admitted to practice in California as Registered In-House Counsel. Mr. Grüner is conversant in Portuguese. He also has nearly a decade of real estate finance experience prior to the practice of law, and as a result commands an in-depth understanding of the real estate and banking industries. Mr. Grüner began his career in mortgage banking with a primary emphasis on business development, underwriting, and secondary markets. As a mortgage banker, Mr. Grüner was active in a variety of trade groups, including service as a Chair of the Georgia Association of Mortgage Brokers PAC, a participant on the Legislative Committee of the National Association of Mortgage Brokers, and a member of the Mortgage Bankers Association of Florida.
  • 20. Raul G. Gamino, JD, Senior Investment Analyst Raul Gamino's 15 plus years in commercial loan underwriting, servicing, and sales, combined with his law degree, empower him to maximize risk/reward analysis in underwriting, servicing, and collecting distressed commercial real estate and loans. At Strategic Holdings, Mr. Gamino is tasked with the underwriting of potential acquisitions, evaluating potential legal issues, and reviewing operational income and expense reports. Mr. Gamino works with nationwide brokers and appraisers to evaluate potential deals, and advise the credit committee regarding appropriate acquisition targets. Post-acquisition, Mr. Gamino also assists in the disposition of assets. Prior to joining Strategic Holdings, Mr. Gamino underwrote, approved, and structured complex commercial real estate loans for multi-family housing, retail, office, multi-family (HUD), skilled nursing, shopping centers, special purpose, and owner-occupied properties. He collaborated with Chief Operations Officer, Chief Financial Officer, and Chief Credit Officer on asset management, credit policy, marketing, and profitability objectives. Mr. Gamino also has extensive experience managing distressed loans including foreclosures, bankruptcies, liquidations, legal counsel, REO's, and loan workouts. Mr. Gamino graduated from University of Southern California with a Bachelor of Science in Finance: Real Property Management and Development, and he earned his Executive Juris Doctor from Concord Law School, Kaplan University. ManagementTeam Patty Franklin has been a registered securities licensed professional for over 15 years. She has extensive experience in a broad range of investments including real estate, private equity, and alternative investments. At Strategic Holdings, Mrs. Franklin is responsible for the operations of our investor relations department, including capital management, global fund raising, compliance, financial analytics, and client relationship management. Prior to joining Strategic Holdings, Mrs. Franklin was an Investment Consultant for TD Ameritrade, responsible for overseeing $500 Million dollars of assets under management. Prior to that, she was a registered investment advisor/financial planner for over 10 years with firms such as UBS, Linsco Private Ledger, and Cambridge. Patty Franklin, EVP Investor Relations Mrs. Franklin currently holds FINRA Series 6, 7, 63, and 65 Securities License. Mrs. Franklin graduated from University of California, Los Angeles in 1995 with a Bachelor of Science in Psychology and a minor in Chemistry. She is also a candidate for an MBA degree from California Lutheran University with an emphasis in Financial Planning. She also holds professional designation in Personal Financial Planning.
  • 21. Scott Woodside, Director of Asset Management Scott Woodside is a Certified Public Accountant with an entrepreneur spirit having more than 28 years’ experience in finance, IT, accounting, land acquisition, land development, product development, project management, construction, and sales and marketing. Mr. Woodside was initially engaged by affiliate TriTay Property Investments, LLC as CFO. In his new position as Director of Asset Management with Strategic Holdings, Mr. Woodside is responsible for the reposition of REO assets and property management. Prior to Strategic, Mr. Woodside served as CFO to one of the largest Community Management Companies in California servicing over 150 associations and more than 50,000 home owners with seven divisions throughout California and Nevada. As founding partner of a homebuilding company and chief financial officer to successful California builders ranging from entry-level to multi- million dollar semi-custom homes, Mr. Woodside possesses critical knowledge in each element of the building process having acquired, financed, designed, constructed, and sold thousands of homes. He brings industry insight and experience as a seasoned professional who adapts well to changing environments directing measurement systems and infrastructure to optimize business results. Mr. Woodside graduated from California State University, Fullerton in 1984 with a Bachelor of Arts in Business Administration with a concentration in Accounting. Studied Construction Development Management at the University of California, Irvine and is a member of the American Institute of Certified Public Accountants CPA. He is also a Certified Community Association Manager (CCAM) with the California Association of Community Managers, Inc. Kathy Klima, Controller Kathy Klima has over 20 years of private and public accounting experience in both large and small companies. In the last 15 years, she has focused on the real estate industry. Ms. Klima has hands on management style which has enabled her to successfully grow in all positions she has held. In Kathy’s last position, as a Controller for a well established private money lender she was responsible for the day to day accounting operations and financial reporting for all aspects of the Company’s businesses. ManagementTeam Ms. Klima graduated from California State University, Northridge in 1991 with a Bachelor of Science in Business Administration/Accounting.
  • 22. Ryan Cox, Senior Investment Analyst Ryan Cox is a veteran real estate professional with over 10 years of experience in real estate acquisitions and entitlement, residential multifamily management, and budgeting. His diverse background is vital to performing proper due diligence on distressed properties. At Strategic Holdings, Mr. Cox’s duties include the underwriting of potential acquisitions, reviewing operational income and expense reports, and advising the credit committee regarding appropriate acquisition targets. Post-acquisition, he also assists in the disposition of assets. Prior to joining Strategic Holdings, Mr. Cox managed budgets on a large portfolio of multifamily residential buildings with HUD loans. He performed due diligence on development properties and managed the development entitlement process. Mr. Cox is a graduate of the United States Naval Academy in Annapolis, MD, and served on active duty as a U.S. Navy SEAL. Barry Levenson, Consultant Barry Levenson is a visionary leader and strategist with extensive experience in financial services and a demonstrated ability to achieve high-growth objectives at the highest corporate levels. He is a proven builder of successful companies with over 25 years of executive experience in fast-growth organizations. As a consultant for Strategic Holdings, Mr. Levenson is in charge of taking the current investment process, and scaling it to a whole new level of success. Mr. Levenson is responsible for creating, communicating, and implementing the organization’s vision, mission, and overall direction. Prior to joining Strategic Holdings, Mr. Levenson was a founding officer of banking giant Countrywide Bank (acquired by Bank of America), and a Managing Director at PennyMac Loan Services, LLC. He has been a Chief Officer of numerous additional companies including: Knowledge Adventure Academy123 (acquired by Discovery Communications), Homestore/Move.com/Realtor.com, Enfish Technologies (acquired by Franklin-Covey), and Stern Marketing Group (acquired by NewGround). Mr. Levenson was also a Senior Consultant at Deloitte Consulting, and has been a board member of BAI (Bank Administration Institute), Haas Business School at UC Berkeley, and the National Literacy Network. ManagementTeam Mr. Levenson graduated from the University of California, Berkeley, Haas Business School with a Bachelor of Science in Finance and Real Estate. While at UC Berkeley, he co-founded the Cal Berkeley Federal Credit Union. He earned an MBA from the Anderson Graduate School of Management, UCLA in Finance, Marketing, and Entrepreneurship. He is currently on the board of the UCLA Ziman Center for Real Estate.
  • 23. ManagementTeam John Gaiser, Consultant John Gaiser is an entrepreneur and visionary with over 24 years of experience in mortgage banking, acquisition of distressed real estate loans, loan servicing, structured finance of real estate loans, and real estate acquisition and development. At Strategic Holdings, Mr. Gaiser's duties include sourcing potential investment opportunities, performing pre-acquisition due diligence, and advising the credit committee regarding underwriting and acquisition guidelines. Post-acquisition, Mr. Gaiser assists with negotiations with current borrowers, and provides guidance regarding disposition strategies. Prior to Strategic Holdings, Mr. Gaiser was the founder and primary owner of two major mortgage banking firms which funded several billion dollars of transactions from 1989 through 2007. The experienced gained by Mr. Gaiser from the events that led up to the August 2007 credit crisis are invaluable in providing advice on designing and building a new real estate financial company that can better anticipate, safeguard, and navigate against future real estate related credit crises. Mr. Gaiser graduated from Oral Roberts University Cum Laude with a Bachelor of Science in Business Administration and a Minor in Biblical Literature in 1986.