Collection of Work
Chateau Group, Hallandale Beach, Florida
Pre-development Advisory
project intel
Prepared an Executive Market Study for a proposed $200M Ritz-Carlton Resort & Residences in Punta del Este, Uruguay, including: a 196-key luxury hotel, 126 branded condominium units, a 87,000 gsf spa and wellness center, 480 serviced apartments, a 22,000 gsf convention center, and a 34,000 gsf casino
Punta Lima:
Punta Lima, Puerto Rico
Development Planning + Brand/Operator Identification
project intel
Advised a Puerto Rican development company on the proposed programming, financial viability, and preliminary hotel operating plan in response to an RFP by the Puerto Rican Tourism Authority for the development of a destination luxury resort in an emerging coastal area of Puerto Rico.
The Dunlin: Kiawah River, South Carolina
Strategic Advisory + Development Planning
project intel
Retained as a strategic hotel advisor for a prominent Charleston, SC-based developer to provide business plan support, operations development guidance and to administer a brand/operator/venture partner selection process for a ~$100M+ luxury resort, branded residences + destination event venue, including: 72 keys, 30 for-sale units, multiple F&B outlets, and a 10k SF event center at Kiawah River –
a 2,000-acre luxury lifestyle community (~1,200 total residential units, Phase I currently under development)
▻ Services: Space area programming review, project development underwriting, distribution strategy planning, investment returns analyses, 3rd party consultant selection, and HMA negotiation and execution of final documents and all related agreements
Phoenix Property Co: Dallas, Texas
Development Strategy + Analytics
project intel
Provided on-going operations development strategy and corporate analytical support to a Dallas-based vertically integrated real estate group for 3 proposed hotel-driven mixed-use projects, totaling $300M
▻ Projects: a ground-up independent full-service hotel development in Bentonville, AR (126 keys); a luxury multi-phased destination resort in the Blue Ridge Mountains (250 keys, a 15,000 gsf spa and 100 club residences); and, a luxury urban mixed-use development in Charlotte, NC (140 keys, 210 apartment units)
Fendi Chateau: Punta del Este, Uruguay
Pre-development Advisory
project intel
Prepared preliminary analyses and an executive market study for a proposed USD $200 million mixed-use development in Punta del Este, Uruguay, including a 196-key luxury hotel with 126 condominium units, a 30-suite internationally renowned spa and wellness center, 450 serviced residences, an executive convention center, and a boutique casino totaling 1.7 million ft2 of construction.
Auberge du Vin: Mendoza, Argentina
Predevelopment Advisory
project intel
Collaborated with an Argentine-based development firm in the conceptualization, architectural and design review, operational business planning/sales and marketing strategy development, and preliminary financial analysis for the proposed ground-up construction of a gastronomically-focused 25-key luxury hotel located within the Tupungato Winelands mixed-use development in Valle de Uco.
Victory Park:
Dallas, TX
Capital Investment Planning + Development Programming
project intel
Completed and managed the financial model used to develop a proposed USD $600 million mixed-use development totaling over 2 million leasable square feet made up of retail, residential, office, hotel and sports entertainment components.
Bahia Mar:
Ft. Lauderdale, FL
Capital Investment Planning + Development Programming
project intel
Provided financial, market, and feasibility support for the proposed USD $500 million master redevelopment of a 44-acre municipally-owned site that currently includes an operating 296-key first class hotel, a recently renovated 250-slip marina and a surface parking lot used for the annual international boat show.
Lake Nona:
Orlando, FL
Development Planning + Brand/Operator Identification
project intel
Partnered with a boutique consulting firm to provide strategic planning services for hospitality development for a major landowner for three (3) separate, but adjacent, land parcels comprising 8,000+ acres.
The Peaks Resort + Spa: Telluride, CO
Renovation + Reposition Planning
project intel
Worked directly with senior asset manager in the preparation of underwriting documentation to secure construction financing, and coordinated and assisted in the loan draw process among lenders and contractors, consultants and vendors for the renovation and repositioning of the 85-unit condo-hotel.
Escazú, San José, Costa Rica
Predevelopment Advisory + Brand/Operator Identification
project intel
Contracted as the owner’s representative in the proposed development of a 410,000 m2 ecologically-sensitive community containing a 225-key luxury hotel, 650 service apartments, 225 residential units, a 24,000 m2 convention center, 30,0000 m2 of premium retail outlets, 15,000 m2 of Class A office space, and a 1,500-unit parking facility in Escazú (San José), Costa Rica.
Bahia Mar:
Ft. Lauderdale, FL
Capital Investment Planning + Development Programming
project intel
Provided financial, market, and feasibility support for the proposed USD $500 million master redevelopment of a 44-acre municipally-owned site that currently includes an operating 296-key first class hotel, a recently renovated 250-slip marina and a surface parking lot used for the annual international boat show.
The Blake, Taos Ski Valley, New Mexico
Development Strategist + Marketing
project intel
Contracted as an Owner’s Representative to coordinate departmental pre-opening critical path activities for a new-build independent resort and spa in Taos Ski Valley, NM (80 keys; opened Feb 1, 2017)
▻ Role: Supported the development of hotel yield management strategies and hotel sales initiatives, advised on pre-opening sales & marketing campaigns, assisted with the creation of training programs and SOPs, analyzed procurement systems and pre-opening inventory levels, and managed weekly progress report meetings with ownership and senior management
The Hythe: Vail, Colorado
HMA Pursuit + Contract Negotiation (RFP Process)
project intel
Led hospitality business development team in the pursuit and successful contract negotiation for a new 3rd party management agreement at the 344-key Vail Marriott Mountain Resort & Spa following a 3-yr $40M+ capital improvement and up-branding program by ownership: The Hythe, a Luxury Collection (by Marriott), launched Winter 2021/2022.
Gravity Haus: Breckenridge, Colorado
Property Reposition/New Brand Launch + Pre-Opening Hotel Operations
project intel
Coordinated the disposition of assets valued in excess of USD $650 million across three portfolios owned by hotel affiliates of The Blackstone Group, ranging from luxury full-service resorts in first-class destinations to limited service inns in tertiary markets.
Kindred/Keystone: Vail, Colorado
Post-Closing Administration + Pre-Development Project Mgmt + Planning & Zoning
project intel
Responsible for front office operations, including training and personnel decisions, overseeing a team of 15; seven (7) guest service agents, three (3) concierges, and five (5) bellman. Worked with the sales and marketing director to execute the yield management strategy by harnessing relationships and deploying initiatives through corporate marketing partners, electronic distribution channels, advertising, e-marketing, and other collateral campaigns.
Additionally, created and implemented the training program for each of the four (4) food and beverage outlets (150 employees); and, was responsible for overall execution of catering and event functions, including all client administration, menu planning and design, internal communications between departments, 3rd party operating vendors, and general oversight and management of each event.
Boca Raton Resort + Club: Boca Raton, FL
Construction Administration Audit
project intel
Completed an audit of three (3) previous development projects (the Marina Wing Tower, the Golf Clubhouse, and Spa Palazzo) located at the Boca Raton Resort & Club through the reconciliation of vendor invoices and allocated corporate expenses as part of a larger Internal Revenue Service Audit relating to the accounting and handling of tax filings of Boca Resorts, Inc.
South Seas Island Resort: Captiva Island, FL
Renovation Planning + Cost Allocation Analysis
project intel
Collaborated with an accounting firm to analyze the 3rd party ownership (23 HOAs and 8 TSOAs) structure of the South Seas Island Resort (Captiva, Florida) to create a cost allocation model and develop best practices under new ownership group and management team as part of the operating budget process for the property.
Meristar Hospitality/Prime Hospitality/Wyndham Hotels: Domestic USA
Disposition Advisory
project intel
Coordinated the disposition of assets valued in excess of USD $650 million across three portfolios owned by hotel affiliates of The Blackstone Group, ranging from luxury full-service resorts in first-class destinations to limited service inns in tertiary markets.
Hotel Victor South Beach: Miami Beach, FL
General Management + Administration
project intel
Responsible for front office operations, including training and personnel decisions, overseeing a team of 15; seven (7) guest service agents, three (3) concierges, and five (5) bellman. Worked with the sales and marketing director to execute the yield management strategy by harnessing relationships and deploying initiatives through corporate marketing partners, electronic distribution channels, advertising, e-marketing, and other collateral campaigns.
Additionally, created and implemented the training program for each of the four (4) food and beverage outlets (150 employees); and, was responsible for overall execution of catering and event functions, including all client administration, menu planning and design, internal communications between departments, 3rd party operating vendors, and general oversight and management of each event.
Tamarack Mountain Resort: Idaho, USA
Joint Venture Development Partner Selection + Contract Negotiation (RFP Process)
project intel
Documented processes, analyzed internal controls, and performed a risk assessment in accordance with Sarbanes-Oxley 404 requirements for the treasury department of Starwood Vacation Ownership.
Ibiza Rocks Group: Illes Balears, Spain
Lifestyle Brand Launch (Pilot Program) + Joint Venture Partner Contract Negotiation
project intel
Provided strategic guidance to a UK-based entertainment production company on the creation and launch of a new lifestyle brand in the Balearic Islands (Ibiza & Mallorca) with a leading Spanish hotel company via a 2-year/2-property Pilot Program (540 total keys)
Avro | Ko: New York, USA
Hotel Design Process Improvement + Business Development Strategy Development
project intel
Advised a prominent New York-based hospitality design and concept studio on process improvement initiatives, development strategies, marketing opportunities, and project assessment best practices: estimated annual revenue: $30M
Marriott International: Domestic USA + International
Litigation Support
project intel
Prepared trend analyses, memoranda on operating procedures, deposition summaries, and maintained files in support of advisory services in a litigation on behalf of Marriott International.
Starwood Vacation Ownership: Domestic USA
Sarbanes-Oxley 404 SOPs
project intel
Documented processes, analyzed internal controls, and performed a risk assessment in accordance with Sarbanes-Oxley 404 requirements for the treasury department of Starwood Vacation Ownership.
Palace Resorts: Domestic México
Disposition Advisory
project intel
Participated in a team due diligence engagement analyzing hotel balance sheets to value and verify net working capital for an 8-hotel portfolio of resorts throughout Mexico valued in excess of USD $100 million.
Chicago Housing Authority: Chicago, IL
Decision Support System
project intel
Created a Capital Budgeting Model for the Chicago Housing Authority’s development and finance groups, designed for budgeting allocation, decision support, and project capital expenditure tracking for all developments.
Cyprus / Absolute Group:
Joint Venture Casino Partner Selection + Contract Negotiation (RFP Process)
project intel
Retained as a transaction advisor by a Moscow-based real estate investor to secure a joint-venture relationship with a US-licensed casino operator for a proposed $250M destination resort as part of the RFP response for the pursuit of a casino gaming license in Cyprus
Vix Restaurant: Miami Beach, FL
General Management + Administration
project intel
Managed overall operations of Vix Restaurant, a 145-seat fine dining establishment that generated in excess of USD $5 million annually that featured regional cuisines found along the Spice Route (awarded “Best New Restaurant – South Beach” in 2005 by Zagat).
Poke Restaurant: Buenos Aires, Argentina
Principal Ownership + General Management
project intel
Conceptualized and launched a gourmet, delivery-only closed-door restaurant concept and was responsible for all administration, financial reporting and analysis, and business development.
Cornerstone Restaurant Group: Chicago, IL
Growth Strategy Development
project intel
Advised a Chicago-based restaurant management company related to the creation and deployment of an international expansion strategy for proprietarily-branded and independent food & beverage concepts owned in partnership with global sports icon, Michael Jordan
▻ Scope: Primary market research and strategy refinement, marketing collateral review and reformation, consumer profile development, concept assessment and competitive analyses, new business opportunity Identification, and contract negotiation
Phoenix Property Co: Dallas, Texas
Development Strategy + Analytics
project intel
Provided on-going operations development strategy and corporate analytical support to a Dallas-based vertically integrated real estate group for 3 proposed hotel-driven mixed-use projects, totaling $300M
▻ Projects: a ground-up independent full-service hotel development in Bentonville, AR (126 keys); a luxury multi-phased destination resort in the Blue Ridge Mountains (250 keys, a 15,000 gsf spa and 100 club residences); and, a luxury urban mixed-use development in Charlotte, NC (140 keys, 210 apartment units)
The Collection of Work represents project-level experience as an advisor and/or as an employee – this is not intended to be a comprehensive history.