We assist clients in wealth development, not just acquisition and disposition of assets. We offer solutions based on risk tolerance, event horizons, investment preference, etc. Non fee services include coordination with Cost Seg, Structured Sale, and 1031 Exchange Accommodation vendors. Portfolio strategy development, balancing and evaluation, and repositioning guidance are also offered without cost or obligation.

RICK M. BEAN

Team Co-Partner 28 Years Business Experience (Includes time spent as a Broker, Sales Engineer, Branch Manager, and General Manager)

WORK EXPERIENCE
Rose City Commercial Real Estate (Broker 1- Yr.)
• Author: The Multifamily Insider Report (www.rosecitycre.com)
• Broker: Multifamily, commercial, distressed, investment assets

Bean Investment Real Estate (Internship, Special Projects Manager; 2 ½ yrs.)
• Worked directly on special projects for the owner and CFO of a $750 Million Portfolio
• Market research: Portland, OR; Reno and Las Vegas, NV; Phoenix, AZ and Albuquerque, NM
• Worked on acquisition, due diligence, disposition, repositioning and conversion projects of $20-100 Million assets in multiple markets

EJ Bartells (Sales Engineer/Branch Manager; 11 Yrs.)
• Promoted 4 times in one year
• Negotiated major multi-year contacts with Weyerhaeuser, International Paper, Teledyne Wah Chang, etc.
• Set the all time high commission record in this 70 yr. old company with 11 branches
• President’s Award for outstanding employee of the year
• Won numerous sales contests as a salesman and as a manager
• Thinking outside the box: Turned my arch rival competitor into 5th largest customer

PECO Manufacturing (Sales Engineer; 8 yrs.)
• Negotiated major multi-year projects with Raytheon, Boeing, Lockheed Martin, Garmin, etc.
• Project Management on “Black Box” Projects for military applications

Pozzi Wood Windows (Sales Engineer, Special Projects Manager; 2 years)
• Sales Engineer for high end custom windows
• Special Projects Manager: Fired salesman and rebuilt their territory in Bend, Eugene and Portland, OR, as well as Jackson Hole, WY

REAL ESTATE ASSOCIATIONS/CERTIFICATIONS
• Commercial Association of Realtors (CAR)
• Realtors Multiple Listing Service (RMLS)
• Northwest Real estate Investor’s Association (NWREIA)
• Certified REO Property Specialist (CRPS)
• Certified Commercial Investment Member Candidate (CCIM)

ROBERT H. POE

25 years experience in Commercial Real Estate and Development
12 years of International Business & Real Estate Experience

EDUCATION
• BA in Liberal Arts / Business University of the Pacific 1981
• MBA Drucker School of Management 1983
• CFP (Certified Financial Planner) Designee 1989
• Oregon Real Estate Principal Broker — Current
• LEED training in process (Leadership in Energy & Environmental Design)

REAL ESTATE DESIGNATIONS
• CCIM – Certified Commercial Investment Member
• CDPE – Certified Distressed Property Expert
• CRPS – Certified REO Property Specialist
• Oregon Energy Trust STAR Broker – Green Designation

BUSINESS, EXPERIENCE & BACKGROUND
• Apartment Building Sales & Management Services
• Industrial & mini storage facilities construction & management
• International real estate consulting experience with Scandinavian companies
• Sales of farm & vacant land
• Management of Oil Lease properties
• Alternative energy site evaluations for wind power & passive house design

PROJECTS & ACCOMPLISHMENTS
• Managing Partner – KerNors LLC (real estate holding company)
• Board of Directors – Portland Monthly Magazine Group — Current

CHARITABLE INVOLVEMENT
• Lake Oswego School Foundation – Board Member 2009-2010
• Charter Member of Angel Oregon Investment event
• Board of Directors – Scandinavian Heritage Foundation — Current