Blake brings over 40 years of experience in tax consulting and compliance, serving multinational corporations, publicly traded companies, and closely held businesses. He has built deep expertise in federal, state, and local tax incentive programs and leads the firm’s consulting efforts for Qualified Opportunity Zones (OZ). Under his leadership, the HCVT OZ Team has formed over 200 Qualified Opportunity Funds (QOFs) and more than 250 Qualified Opportunity Zone Businesses (QOZBs), advising hundreds of investors and professionals on formation, operation, testing, and restructuring. A recognized thought leader, Blake has been featured in national publications such as U.S. News & World Report, authored multiple articles and tax alerts, and developed unique OZ strategies for real estate developers, investors, and business start-ups. Beyond OZ, his practice includes partnership and individual tax planning, with industry experience spanning manufacturing, distribution, services, restaurants, shipping, energy, and healthcare. Blake opened HCVT’s Long Beach office over 25 years ago and launched the firm’s Park City, Utah office in 2014. He has served in numerous community leadership roles, including Vice-Chair of the Long Beach Community Foundation, president of the Long Beach Rotary, and chairperson of the Long Beach Area Chamber of Commerce. His work has earned recognition as one of the Top 10 California Accounting Professionals, the Long Beach Chamber’s Community Spirit Award, and multiple national honors as a Top 25 Opportunity Zone Influencer and Tax Specialist. A frequent industry contributor, Blake has written for AICPA and the Long Beach Business Journal, been named a Top 50 U.S. Tax Blogger, and lectured at USC, Cal State Long Beach, BYU, and the University of Utah. He began his career at KPMG, where he was admitted to the partnership, and holds a master’s in taxation from USC and a Bachelor’s in accounting with a minor in finance from Cal State Long Beach.Michael Derk is an Executive Managing Director at MMCC. Michael is responsible for securing commercial debt and equity financing for an array of property types including multifamily, office and industrial, retail, seniors housing and hospitality. He is well connected with national, regional and local funding sources including, but not limited to agency lenders (e.g. Fannie Mae, Freddie Mac), commercial banks, CMBS lenders, life insurance companies, private and public funds and bridge lenders. Michael has more than 22 years of commercial real estate finance experience and has closed more than $4 billion in transactions. He specializes in structuring multifamily, retail and industrial products as well as other special purpose properties. During his career with MMCC, he has been honored with the firm’s National Achievement Award every year since 2005. He was also featured in Southern California Real Estate Magazine’s "40 Under 40" in 2004 and 2010. Mr. Derk achieved the highest revenue of all MMCC loan originators in California in 2004 through 2006, 2008 and 2009. He is a graduate of St. Bonaventure University, where he earned a bachelor's degree in accounting and finance. He also earned a master’s degree in real estate from the University of California, Los Angeles and studied abroad at Oxford University in England. He holds a sales license from the California Department of Real Estate and is a member of the Mortgage Bankers Association (MBA).Links to people and organizations mentioned in the video:Michael Derk Bio: https://www.marcusmillichap.com/advisors/michael-g-derkConnect with Michael on LinkedIn: https://www.linkedin.com/in/michael-derk-307628148/Contact Michael directly at [email protected]

Clayton Brown is the founder of Brown Retail Group, Marcus & Millichap’s (NYSE: MMI) premier retail investment sales team in the Pacific Northwest. In 2020, 2022, and 2023, Clayton was the #1 overall top producing agent in Marcus & Millichap’s Seattle office and has been the #1 top producing retail agent in the Pacific Northwest for the firm for the past 6 years. In 2021 and 2022, Clayton received Marcus & Millichap's Chairman's Club Circle of Excellence award, only awarded to the firm's top producing agents nationwide. Brown Retail Group specializes in investment sales and financing of single-tenant net-leased properties, shopping centers and higher and better use sites in the Pacific Northwest as well as nationally. Along with real estate, Clayton is also passionate about private aviation. He holds a private pilot license and an instrument rating and flies a G6 Cirrus SR22T which allows Clayton and the Brown Retail Group team to efficiently visit clients and see real estate across the northwest United States. Clayton attended Campbell University on a baseball scholarship where he posted a Division 1 second best batting average (.427) in his Junior year. In his personal time, Clay is an avid reader and enjoys traveling, skiing, fishing, being outdoors and spending time with his friends and family.Michael Derk is an Executive Managing Director at MMCC. Michael is responsible for securing commercial debt and equity financing for an array of property types including multifamily, office and industrial, retail, seniors housing and hospitality. He is well connected with national, regional and local funding sources including, but not limited to agency lenders (e.g. Fannie Mae, Freddie Mac), commercial banks, CMBS lenders, life insurance companies, private and public funds and bridge lenders. Michael has more than 22 years of commercial real estate finance experience and has closed more than $4 billion in transactions. He specializes in structuring multifamily, retail and industrial products as well as other special purpose properties. During his career with MMCC, he has been honored with the firm’s National Achievement Award every year since 2005. He was also featured in Southern California Real Estate Magazine’s "40 Under 40" in 2004 and 2010. Mr. Derk achieved the highest revenue of all MMCC loan originators in California in 2004 through 2006, 2008 and 2009. He is a graduate of St. Bonaventure University, where he earned a bachelor's degree in accounting and finance. He also earned a master’s degree in real estate from the University of California, Los Angeles and studied abroad at Oxford University in England. He holds a sales license from the California Department of Real Estate and is a member of the Mortgage Bankers Association (MBA).Links to people and organizations mentioned in the video:Michael Derk Bio: https://www.marcusmillichap.com/advisors/michael-g-derkConnect with Michael on LinkedIn: https://www.linkedin.com/in/michael-derk-307628148/Contact Michael directly at [email protected]

George Koiso, MAI, is a Principal and Senior Managing Director for Worth Valuations. With over 20 years of valuation experience and having managed the production of thousands of appraisals, Mr. Koiso has established a reputation for being one of the most trusted appraisers in the Southern California region. Prior to co-founding Worth Valuations, Mr. Koiso spent 14 years with CBRE’s Valuation and Advisory Services department. He began his career as a trainee and was eventually promoted to the head of the Los Angeles apartment team. Mr. Koiso specializes in multifamily residential properties. He has significant experience with Class A institutional-quality assets, both existing and proposed, having worked on many of the highest-profile assets in Southern California. Mr. Koiso also specializes in affordable housing, Small Balance Loan (SBL) apartments (including value-add/bridge loan assignments), and has an exceptional record for managing very large portfolio assignments. He has also served as an expert witness for property tax appeal purposes, having been involved with over 100 tax appeal cases. He has mentored individuals throughout his career and under his leadership, 8 professionals under 30 years old have obtained their California Certified General appraisal license. He’s also an instructor at UCLA extension, teaching Real Estate AppraisalMichael Derk is an Executive Managing Director at MMCC. Michael is responsible for securing commercial debt and equity financing for an array of property types including multifamily, office and industrial, retail, seniors housing and hospitality. He is well connected with national, regional and local funding sources including, but not limited to agency lenders (e.g. Fannie Mae, Freddie Mac), commercial banks, CMBS lenders, life insurance companies, private and public funds and bridge lenders. Michael has more than 22 years of commercial real estate finance experience and has closed more than $4 billion in transactions. He specializes in structuring multifamily, retail and industrial products as well as other special purpose properties. During his career with MMCC, he has been honored with the firm’s National Achievement Award every year since 2005. He was also featured in Southern California Real Estate Magazine’s "40 Under 40" in 2004 and 2010. Mr. Derk achieved the highest revenue of all MMCC loan originators in California in 2004 through 2006, 2008 and 2009. He is a graduate of St. Bonaventure University, where he earned a bachelor's degree in accounting and finance. He also earned a master’s degree in real estate from the University of California, Los Angeles and studied abroad at Oxford University in England. He holds a sales license from the California Department of Real Estate and is a member of the Mortgage Bankers Association (MBA).Links to people and organizations mentioned in the video:Michael Derk Bio: https://www.marcusmillichap.com/advisors/michael-g-derkConnect with Michael on LinkedIn: https://www.linkedin.com/in/michael-derk-307628148/Contact Michael directly at [email protected]

Mr. Cohen has more than 43 years of experience as a leader, manager, originator, and administrator across a diverse portfolio of career initiatives, primarily in commercial real estate. He is currently a Managing Director at Arrowmark Partners and serves as Head of Strategy for Saluda Grade. Mr. Cohen began his career with Cohen Financial in 1981 as a loan originator before becoming CEO, a title he held for 25 years, during which he recapitalized the firm six times between 1998 and 2013. His professional affiliations include serving as Association President of Chartered Realty Investor and the Commercial Real Estate Finance Council (CREFC), being a member of the Commercial Real Estate Finance/Multifamily Board of Governors (COMBOG), and sitting on the big board at the Mortgage Bankers Association (MBA). His honors include the CREFC Founder’s Award for lifetime contributions to commercial real estate securitization and the MBA COMBOG Award recognizing borrower satisfaction efforts. After leaving Cohen Financial, Mr. Cohen founded Darkknight Ventures, a personal holding company where he mentors executives, consults on strategic initiatives, and invests in operating businesses. He has held leadership roles at Shirlaws Group as a small business enterprise coach, at 3650 REIT as a Managing Director, and at Stronghill Capital as President and Chief Innovation Officer. Additionally, he has taught leadership, career development, and commercial real estate finance at institutions such as Northwestern University, Claremont Men’s College, the University of Denver (in conjunction with the Urban Land Institute), the University of Wisconsin, and the University of Colorado, Boulder. Mr. Cohen authored his first book, Freedom Frameworks, which provides tools for young professionals (ages 25-35) to achieve career success on their own terms. Personally, he is an avid pilot with an Airline Transport Pilot License and two Single Pilot Type Ratings for light jets, a second-degree black belt in Tomiki-styled Aikido, a NAUI-certified scuba diver, and an active outdoors enthusiast.Michael Derk is an Executive Managing Director at MMCC. Michael is responsible for securing commercial debt and equity financing for an array of property types including multifamily, office and industrial, retail, seniors housing and hospitality. He is well connected with national, regional and local funding sources including, but not limited to agency lenders (e.g. Fannie Mae, Freddie Mac), commercial banks, CMBS lenders, life insurance companies, private and public funds and bridge lenders. Michael has more than 22 years of commercial real estate finance experience and has closed more than $4 billion in transactions. He specializes in structuring multifamily, retail and industrial products as well as other special purpose properties. During his career with MMCC, he has been honored with the firm’s National Achievement Award every year since 2005. He was also featured in Southern California Real Estate Magazine’s "40 Under 40" in 2004 and 2010. Mr. Derk achieved the highest revenue of all MMCC loan originators in California in 2004 through 2006, 2008 and 2009. He is a graduate of St. Bonaventure University, where he earned a bachelor's degree in accounting and finance. He also earned a master’s degree in real estate from the University of California, Los Angeles and studied abroad at Oxford University in England. He holds a sales license from the California Department of Real Estate and is a member of the Mortgage Bankers Association (MBA).Links to people and organizations mentioned in the video:Michael Derk Bio: https://www.marcusmillichap.com/advisors/michael-g-derkConnect with Michael on LinkedIn: https://www.linkedin.com/in/michael-derk-307628148/Contact Michael directly at [email protected]

Leyton Peterson is a Senior Commercial Lines Insurance Specialist at Inszone Insurance Services, joining the company in July 2023 after the merger with Willow Glen Insurance Agency. With over a decade of experience in the insurance industry, Leyton started his career at Willow Glen in 2010, where he developed expertise in commercial insurance, particularly in rental property, apartment buildings, and large real estate portfolios. Leyton holds a Bachelor’s Degree in Business Administration from Point Loma Nazarene University and is a licensed agent in California.

Rick Hoegler started his career at Pan American as the company’s office manager. As his training in the industry deepened, he shifted into a property manager role, where he learned to be sensitive to the details that make a property successful. Rick’s Father, Rich, started Pan American and Rick took over as President in 2016. Rick has focused on transforming Pan American into a technology-driven, financially sophisticated property management firm. At the same time, he shares his father’s bedrock commitment to putting people ahead of profits. Rick believes that great relationships lead to great outcomes for everyone involved. Rick holds a B.A. in Business Administration from Cal State Fullerton and is a Certified Property Manager (CPM).Michael Derk is an Executive Managing Director at MMCC. Michael is responsible for securing commercial debt and equity financing for an array of property types including multifamily, office and industrial, retail, seniors housing and hospitality. He is well connected with national, regional and local funding sources including, but not limited to agency lenders (e.g. Fannie Mae, Freddie Mac), commercial banks, CMBS lenders, life insurance companies, private and public funds and bridge lenders. Michael has more than 22 years of commercial real estate finance experience and has closed more than $4 billion in transactions. He specializes in structuring multifamily, retail and industrial products as well as other special purpose properties. During his career with MMCC, he has been honored with the firm’s National Achievement Award every year since 2005. He was also featured in Southern California Real Estate Magazine’s "40 Under 40" in 2004 and 2010. Mr. Derk achieved the highest revenue of all MMCC loan originators in California in 2004 through 2006, 2008 and 2009. He is a graduate of St. Bonaventure University, where he earned a bachelor's degree in accounting and finance. He also earned a master’s degree in real estate from the University of California, Los Angeles and studied abroad at Oxford University in England. He holds a sales license from the California Department of Real Estate and is a member of the Mortgage Bankers Association (MBA).Links to people and organizations mentioned in the video:Michael Derk Bio: https://www.marcusmillichap.com/advisors/michael-g-derkConnect with Michael on LinkedIn: https://www.linkedin.com/in/michael-derk-307628148/Connect with Rick on LinkedIn: https://www.linkedin.com/in/rick-hoegler-9a259b1a/

This episode has been sponsored by Fairgrove Property Management. If you need a reliable property manager you can visit their website directly at fairgrovepm.com

Joe Hanauer is Chairman of the Move, Inc. Global Advisory Board, operator of Realtor.com. As chairman, he led the sale of the company to News Corp. As principal of Combined Investments, LLC, Mr. Hanauer invests in commercial properties and real estate-related technology companies. He serves on the board and as an advisor for several of these early stage companies. Mr. Hanauer is former Chairman and CEO of Coldwell Banker's global residential businesses, and serves on the Policy Advisory Board of Harvard University Joint Center for Housing Studies where he is former chairman. He is involved in numerous not-for-profits including: Roosevelt University (Chicago), The Laguna Playhouse, and Laguna Art Museum, and others.

This episode has been sponsored by the well-regarded Property Management and Construction team at Pan American Properties. If you have Property Management or Construction needs, visit their website at https://papinc.com/.

Kyle Kazan is the Founder and Chairman of Beach Front Property Management, Co-Founder and Managing Partner at Beach Front Properties LLC, and Founder & CEO of Glass House Brands, a vertically integrated cannabis investment company. His portfolio spans residential and commercial properties across the U.S., China and Germany with a focus on distressed properties, earning Kazan a reputation as both an “impact investor” and “vulture investor.” He is a recognized expert in repositioning rundown properties into stable assets as well as a court certified expert in property management. In addition to real estate investing, Kyle has also been involved in the management of venture capital. He has been a Director of the Dalton Distressed Mortgage Fund, Dalton High Yield Mortgage Fund and Kings Bay Investment Company, Ltd. Prior to forming BFPM and BFP, Kyle was a special education teacher and subsequently served for five years in law enforcement where he garnered his expertise in gang and drug identification/eradication. Kyle has extensive experience in repositioning troubled assets, turning them into pride of ownership properties with high occupancy, above market rents and high ratings from residents. He guest lectures about management and investing at NYU Stern Business School, UCLA Anderson Business School, USC Marshall School of Business and at various industry events. Kyle received his BA degree in History from the University of Southern California.