Shepherd Heery

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Shepherd Heery sheery@brookwoodgroup.com Mobile (415) 606-3355

Shepherd Heery, CEO
sheery@brookwoodgroup.com
Mobile (415) 606-3355

Shepherd Heery is Brookwood Group's Chairman and Chief Executive Officer. He is one of the three co-founders of the firm and has served as a member of Brookwood’s Board of Directors since the firm was established in 1989. He currently divides his time between Atlanta, Georgia; Dallas, Texas; Ross, California (in the San Francisco Bay Area); and his home/office in Whitefish, Montana.

Shep’s experience as a developer, architect and construction program manager for private and public sector owners spans five decades. He has extensive management, leadership and marketing experience, especially in the realms of high-rise office and residential developments, encompassing all aspects of the development process.

Shep has been in his current role at Brookwood since mid-2013. He also previously served as Chairman/CEO of the firm from 1989-1997 (when it was known as Satulah Group). In 2009, when he returned to the firm as an employee, he became Brookwood’s President, again becoming CEO in 2010, and Chairman/CEO in 2013.

At Brookwood, Shep has served as the Senior Principal for client relationships including Salesforce, Aflac, Wells Fargo Bank, Cal Poly, and the City of South San Francisco. He also has led the firm into opportunities as a principal developer/investor.

From 2002 through early 2009, Shep served as Senior Vice President of San Francisco based Myers Development Company where he had overall responsibility for implementing the firm's development and construction activities.

From 2000-2001, Shep was employed with Tishman Speyer Properties as the Director of Development in San Francisco where he and his colleagues secured planning and zoning approvals to develop the 33-story, 650,000 square foot office tower at 555 Mission. He and others initiated the environmental review process for four residential towers in San Francisco. Two of the towers completed by Tishman Speyer are known as The Infinity. The other two towers on an adjacent block are known as Lumina.

At Satulah Group, Shep guided the growth of the firm from 1989-1997. In 1997, he negotiated the sale of Satulah's corporate real estate project management, facilities management and software units to LaSalle Partners, predecessor to Jones Lang LaSalle. In conjunction with the sale, Shep joined Jones Lang LaSalle where he worked for two years in a multi-disciplinary marketing capacity. At the time of the sale to LaSalle, the company's name was changed from Satulah Group to Brookwood Group. Shep remained on Brookwood's Board of Directors.

From 1982-1989, Shep was a Project Manager with Gerald D. Hines Interests, responsible for the development of several high-rise projects in Oakland and San Francisco. While at Hines, he coordinated and closed a number of transactions, the largest of which involved an ownership interest in 101 California Street. Prior to Shep’s experience at Hines, he was a practicing architect and construction program manager in Philadelphia, Atlanta and Aspen, Colorado.

Shep holds a Bachelor of Architecture degree from Cornell University and a Master of Business Administration from the Wharton School of the University of Pennsylvania. He also attended summer sessions at the Harvard Graduate School of Design and at University College, Oxford.

EDUCATION

MBA, The Wharton School of the University of Pennsylvania

Bachelor of Architecture Cornell University

Mark Troen

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Mark Troen, Senior Vice President of Brookwood Group, brings a broad investment perspective to its development projects and real estate advisory services practice throughout the United States. He also serves as managing principal of Brookwood’s affiliate, The Winnmark Group.

Mark has experience in all aspects of real estate investment, development and management, including: acquisitions and dispositions; financings and re-financings; asset repositioning, workouts and restructurings; management, leasing, marketing and sales; and construction, redevelopment and new development. He currently focuses on specific asset and portfolio strategies for Brookwood Equities including: identifying opportunistic situations; sourcing urban infill investments; and developing transit-oriented mixed-use projects.

Prior to joining Brookwood, Mark served as Chief Operating Officer of Sheldon Good & Company. He began his career at Security Pacific Realty Advisory Services and subsequently worked for HSBC USA (Marine Midland Bank), The Weitzman Group, Monday Properties, Racebrook Capital Advisors.

Mark has a multi-disciplinary educational and professional background, with an MBA from the Wharton School and a Master of Architecture degree from the University of Pennsylvania. He graduated with a Bachelor of Arts degree from Harvard College, majoring in economics.

Mark is active with the Urban Land Institute (ULI); a Fellow of the Royal Institution of Chartered Surveyors (FRICS); a member of the American Institute of Architects (AIA); a Registered Architect (NCARB & Florida); and holds Real Estate Broker’s Licenses in New York, Florida, North Carolina, Missouri, Maryland, and Connecticut.

Mark teaches graduate level real estate development, economics, and market analysis at the Masters in Real Estate Development + Urbanism Program of the University of Miami School of Architecture.

EDUCATION

Master of Business Administration: The Wharton School of the University of Pennsylvania

Master of Architecture: University of Pennsylvania

Bachelor of Arts, Cum Laude: Harvard College

REGISTRATIONS

Licensed Real Estate Broker: Connecticut, New York, Florida, Maryland, Missouri & North Carolina

Registered Architect: NCARB Certified, Florida, AIA

Fellow, Royal Institution of Chartered Surveyors (FRICS)

Linda Simon

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Linda Simon lsimon@brookwoodgroup.com Office: (404) 350-6865

Linda Simon, SVP
lsimon@brookwoodgroup.com
Office: (404) 350-6865

Linda Simon is Brookwood's Senior Vice President and Financial Controller. She is a member of the firm's four person Executive Committee and is a shareholder. She has extensive financial management experience in the development, design and construction industries.

Linda has been with Brookwood since 1994, and in 2001 was promoted to the position of Controller reporting to the company's CEO.

Before joining Brookwood, Linda spent 10 years as Assistant Controller for the Land Development division of Cousins Properties. She also has experience as the Controller for the real estate development firm Brookside Properties, Inc., and Cumberland Builders, Inc., a volume homebuilder.

Alan Katz

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Alan Katz akatz@brookwoodgroup.com MOBILE: (510) 499-5674

Alan Katz
akatz@brookwoodgroup.com
MOBILE: (510) 499-5674

Alan Katz is a Co-Managing Principal of Brookwood Partners (also known as Brookwood Equities LLC) and, with Chris White, Alan co-leads most of Brookwood’s development activities in California.

Alan’s broad experience as an urban designer, architect, corporate real estate leader, and private sector developer guides his project understanding and overall strategic approach to real estate in both the private and public sectors.

Prior to becoming Co-Managing Principal of Brookwood Partners, Alan was President and Vice Chair of Brookwood Group, Inc. where he led the company’s real estate strategic advisory and development management practice in California.

Prior to joining Brookwood, Alan was Senior Vice President of Development at Stockbridge Capital, advising on property acquisition and disposition, due diligence, and oversight of development activities with several of Stockbridge’s operating partners. Stockbridge is a real estate investment management firm pursuing opportunistic, value add, and core investment strategies across multiple product types.

Alan’s previous experience also includes serving as Director of Development for two real estate investment trusts - Spieker Properties and Equity Office Properties. Alan led the approvals, development and construction of the award-winning Park Place at Bay Meadows Project in San Mateo, a mixed-use 10-acre infill development.

Earlier in his career, Alan served as Director of Corporate Real Estate, Facilities and Operations for a publicly traded international specialty retailer where he reported to both the CFO and the COO.

Alan is a Licensed Architect in California and has practiced architecture and urban design with SOM (Chicago), Cooper-Eckstut (NYC) and RMW (San Francisco) with an emphasis on adaptive reuse of existing buildings, master planning strategies and urban infill projects.

Alan holds a Bachelor of Arts (Honors) degree from UC Berkeley, a Master of Architecture degree from Columbia University and a Masters in Urban Design from Harvard University.

He resides in Oakland, California.

EDUCATION

Bachelor of Arts with Honors, College of Environmental Design, University of California, Berkeley

Master of Architecture, Graduate School of Architecture, Planning and Preservation, Columbia University

Master of Urban Design, Graduate School of Design, Harvard University

REGISTRATIONS

Registered Architect, State of California

Chris White

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Chris White is Co-Managing Principal of Brookwood Partners (also known as Brookwood Equities LLC) and, together with Alan Katz, Chris co-leads most of Brookwood’s development activities in California.

Chris joined the Brookwood organization in 2017 and has been leading Brookwood’s major Bay Area development and advisory projects, including 380 units of high-rise housing in downtown Oakland and the entitlement of more than 1,000 residential units on the San Francisco Peninsula. He has led several of Brookwood’s other high-density housing and mixed-use projects including a commercial, hospitality and residential project in Santa Clara. In addition to the development management of these projects, Chris also provides financial analysis and proforma underwriting for project capitalization.

Throughout his career, Chris has played an integral role in billions of dollars of real estate development projects and investments. Prior to joining Brookwood, Chris acquired multifamily properties with a large owner of apartments in San Francisco. His responsibilities included developing the investment strategy for each new acquisition, raising debt and equity capital, and leading the financial analysis, due diligence, and closing process. Chris then oversaw the design and construction team to execute on the rehabilitation or redevelopment strategy for the real property assets acquired.

As with Alan, Chris worked with Stockbridge Capital, where he played a key role in the development and capitalization of some of the largest projects in California including Bay Meadows Phase II, located in San Mateo. The mixed-use project included more than 1,100 units of housing, 700,000 square feet of office, and the public infrastructure to support the community including parks, utilities, and preparation of land pads for sale.

In Southern California, Chris worked closely with the Executive Managing Director of Stockbridge providing the complex financial analysis required for the capitalization and strategic disposition of Hollywood Park, a $3 billion mixed-use 238-acre village that includes housing, office, retail, and the new SoFi stadium to host the LA Rams and Chargers.

Prior to moving to San Francisco, Chris worked with The London Group Realty Advisors in San Diego where he specialized in market analysis and financial feasibility studies for investment and development projects including student housing, office, and retail. Chris has also worked in architecture and construction management, and holds a BA in Economics from UCLA.

He resides in Oakland, California.

EDUCATION

BA in Economics, UCLA