BEACH CITY CAPITAL MANAGEMENT...2020/02/14 · Beach City Capital has long-standing presence in key markets throughout the United States with a decade of hands -on experience, intimate

BEACH CITY CAPITAL MANAGEMENT

SPONSORSHIP OVERVIEWBEACH CITY CAPITAL

Beach City Capital is a private real estate investment firm headquartered in Hermosa Beach, California. Beach City Capital focuses on executing the development and repositioning of multi-family and commercial assets, targeting value-add and opportunistic returns. Beach City Capital is a vertically integrated investment company with the ability to source, underwrite, acquire and develop all projects in house. Our investments capitalize on a broad platform, utilizing in-house real estate professionals whose expertise span all phases of the real estate life cycle. Our staff is made up of experienced professionals in Acquisition, Finance, Entitlement and Development, all seasoned to pursue a consistent investment process that combines local market knowledge and hands-on expertise, creating value for our shareholders.

Beach City Capital reviews deals in coastal locations throughout Southern California, and we strive to look for underutilized properties that lack their highest and best use. We focus on assets that are underperforming, mispriced, and mismanaged to add value and improve efficiencies. We use structured finance, an experienced team and government relations for entitlement review to find the true land residual before an acquisition. The firm is able to quickly find these opportunities by consistently analyzing key markets. While Beach City Capital has extensive experience, what makes us successful is acknowledging that the real estate itself and best in-class service to our investors are the key factors in our Investment Platform’s growth.

Beach City Capital has long-standing presence in key markets throughout the United States with a decade of hands-on experience, intimate local market knowledge, and an extensive network of relationships with institutional and local banks, private equity firms, and family offices. This depth of experience and relationships with capital providers gives Beach City Capital a competitive advantage in identifying and closing attractive investments both on and off market. Our reputation has afforded us the opportunity to work with the best leaders in the industry, receiving attractive interest rates and optimal service with certainty.

Once acquired and financed, we thoroughly manage the Development Process from Entitlements, Permit Management, Preconstruction and through Construction Management and Disposition. We minimize construction risk and manage all jobs to be on time and within budget. We leverage industry knowledge, experience and technology to monitor, report on and manage the delivery of projects. Our customer service entails monthly reports and thorough communication to investors. Each project is crafted with pristine excellence and perfection with hopes to create spaces that inspire and modernize everyday life. Our company mission is to improve the quality of life and community one project at a time. We plan to help enhance and enrich the urban fabric of the city and in doing so, we design our projects to be affordable, well-integrated, and positively impactful.


KYLE JULIERDevelopment

Analyst

JASON MULLERManaging Principal

FAITH O’MALLEYDevelopment Coordinator

BCC Team

MATT STEWARTBoard Member Capital Markets

GREG CULLENBoard Member

Investments

Board Members

Third Party Consultants

JEFF LOVEPartner - Gibbs Giden

Legal

CLEM BUTLERSenior Development

Associate

MARISSA TADDEODevelopment

Intern

DANIEL CHINMD - Noble Street Advisors

Accounting

IMSInvestment

Management

Beach City Capital, LLC

JASON MULLER Managing Principal

University of Southern California Master of Architecture (M. Arch) Certificate in Real Estate Development (RED) 2012 - 2014

Woodbury University Bachelor of Architecture (B Arch) 2005 - 2008

BACKGROUND AND EXPERIENCE Jason Muller is a Managing Principal for Beach City Capital, LLC and is actively involved in all aspects of Deal Creation, Business, Bank and Partner Relations with a focus on Executive Oversight on the Design, Development and Construction of the company’s Investment projects. He is an accomplished and results-oriented development and investment professional with over ten years experience in land use, entitlements, architecture, development and real estate investments with current fund management of $155M+ of Investments.

Prior to Beach City Capital, Mr. Muller worked with Ensemble Investments, LLC in Long Beach as a Development Associate Managing over $100M worth of private investment projects. Mr. Muller was traditionally trained as an Architect practicing design for 5 years, then went into land use and entitlements as a Project Manager for Southern California Land Use. He managed over $120M in entitlements, building permits, pre-development evaluations, and strategic planning for commercial, industrial, and residential real estate development. His experience in Real Estate Investments was strengthened with a wide range of professional practice after his Graduate Studies at USC and beyond.

Mr. Muller holds a Master in Architecture and a Graduate Certificate in Real Estate Development from the University of Southern California’s Price School of Public Policy.

Video Resume: Click Here BCC Website: Click Here

https://www.youtube.com/watch?v=r8WpyNoIl0o&t=1s

https://www.beachcitycapital.com/


Managing Principal Beach City Capital, LLC 2014 - Present (4 year) Manhattan Beach

Mr. Muller is a Managing Principal for Beach City Capital, LLC and is actively involved in all aspects of Business Development, Investments and Project Management. He is an accomplished and results oriented development and project management professional with over eight years experience in Entitlements, Architecture, Construction, Structured Finance and Real Estate Development.

Completed Projects: 928 S. Juanita Ave (Redondo Beach), 411 W Franklin Ave (El Segundo) Burbank (Hampton Inn & Suites).

928 S. Juanita Ave 411 W. Franklin Ave Burbank (Hampton Inn)

Current Projects: 12757-12763 Mitchell Ave. (Mar Vista), 100 N. Catalina Ave (Redondo Beach), 1221 Hermosa Ave (Hermosa Beach), 1250 N. Fuller Ave. (West Hollywood), 935-937 15th Street (Hermosa Beach), 945 15th Street (Hermosa Beach), 711 Pine Ave (Long Beach), 937-947 Pine Ave (Long Beach), 200-210 Grand Ave (El Segundo).

12757 Mitchell Ave, Los Angeles 100 N. Catalina Ave, Redondo Beach

1221 Hermosa Ave Suite 101, Hermosa Beach 1250 N. Fuller Ave, West Hollywood

935 – 937 15th Street, Hermosa Beach 945 15th Street, Hermosa Beach


711 Pine Ave, Long Beach 937 – 947 Pine Ave, Long Beach

200 – 210 Grand Ave, El Segundo


Development Associate Ensemble Investments LLC 2015 - 2018 Long Beach

Managed large-scale hotel and mixed-use urban development.

• Projects: 186 Key Hyatt Place at the Paseo in Pasadena, 185 Key Hyatt Place in Emeryville,86 Unit Mixed Use project in Santa Cruz, 470 Units in Long Beach.

186 Key Hyatt Place at Paseo, Pasadena

86 Unit Mixed Use project in Santa Cruz

185 Key Hyatt Place in Emeryville

Magnolia and Broadway

Development Manager Vista Investments, LLC June 2014 - 2015 (9 months) El Segundo, CA

Managed all aspects of real estate acquisitions, development and investment management.

• Projects: Glendale Hampton Inn & Suites, 25 acre urban mixed use development in Longmont Coloradoand forward planning for assets in Sacramento, Los Angeles, Point Loma and Ventura California.

Glendale Hampton Inn & Suites Downtown Los Angeles


Project Manger Southern California Land Use 2011 - June 2014 (3 years) Redondo Beach, CA

Managed $120M in proposed entitlements, building permits, pre-development evaluations, strategic planning and business licenses for commercial, industrial and residential real estate development projects.

• Pre-development planning in Los Angeles, Malibu, Santa Monica, Culver City, South Bay and othermunicipalities.

• Creative office, industrial conversion and large-scale commercial and residential properties.

• Ground up development, tenant improvements, building permits, final inspection and certificate ofoccupancy support.

• Large and small lot subdivision, lot line adjustments, lot ties and California Coastal Commission.

• Projects: 100 Wilshire Blvd., 2230 Broadway, 3401 Expo, 357B Hayden Ave., 9950 Jefferson, 3249 LaCienega Blvd., 3107 La Cienega Blvd., and 6250 Hollywood Blvd. [Major Projects: Blackwelder, Los Angelesand Lantana, San Monica]

100 Wilshire Blvd.

357B Hayden Ave.

2230 Broadway

9950 Jefferson


Tramonto Blackwelder

Lantana Center Architectural Designer Stenfors Architects 2010 - 2011 (1 year) Los Angeles, CA

Collaborated on $45M in architecture design projects for UCLA Campus, high-end housing and commercial development.

• Design, construction documents, coordination and administration.

• 3D building information modeling, analysis and consultant coordination.

• Marketing team leader, responsible for the improvement of the company’s online presence by 60%.

• Projects: UCLA Hershey Hall, UCLA, Physical Geography Labs, UCLA Oral Cancer Research Center, UCLAWestern Institute of Nanotechnology, UCLA Faculty Club, Photovoltaic Villa, Peru Loft Boutique andsingle family dwellings.

Physical Geography Labs UCLA Faculty Club


Project Manager ISAT Seismic Bracing 2009 - 2010 (1 year) La Miranda, CA

Managed a building information modeling team to coordinate seismic bracing layouts for suspended mechanical, electrical, plumbing and ire sprinkler systems for $500M in hospital and government project developments.

• Pioneered and managed a new workflow, which resulted in a 40% increase in overall productivity.

• 3D building information modeling, analysis and consultant coordination.

• Design engineering, construction documents, coordination and administration.

• Projects: Kaiser Fontana, Torrance Memorial, Cedars Sinai Beverly Hills and San Diego Federal Courthouse.

Architectural Designer The Jerde Partnership 2008 - 2009 (1 year) Venice, CA

Worked with a team of incredible Architects and Planners on large-scale architecture and urban design projects; $500M-$2B.

• Produced site analysis, site planning, programming, material development, scheme documentation,physical models using advanced techniques including laser cutting and 3D printing, 3D renderings ofexterior, interior spaces, fly through video clips, 2D plans, sections, elevations and complete designbooklets for initial schemes and presentations to major clients.

• Projects: World Market and Jewel Hotel in Dubai (United Arab Emirates), Entertainment District inBerlin, Germany, Retail District in Leeds, United Kingdom and the Trilliant Casino in Rosemont, UnitedStates.

Architectural Designer John G. Cataldo Architecture 2007 - 2008 (1 year) Pasadena, CA

Worked as a Junior Architectural Designer specializing in tilt up industrial and commercial buildings; $5M-$10M

• Provided production support: Construction Drawings, 3D renderings, Presentation Board’s, 2D-3D CAD,Plans, Sections, Elevations, on site Measurements and Permit Submittals.

• Held lunch time tutorials covering 3ds Max, 3D modeling in Autocad and Photoshop to employees forcompany employee development.


CLEM BUTLERSenior Development Associate

University of Southern California Master of Real Estate Development2018 - 2020

Davidson College Bachelor of Economics2008 - 2012

BACKGROUND AND EXPERIENCE Clem Butler is a Senior Development Associate for Beach City Capital and is actively involved in all aspects of Prospecting, Negotiations, Due Diligence, Deal Analysis, Deal Structuring, and Land Use of the company’s Investment projects. Clem has extensive experience in programmatic joint ventures for Multifamily and Mixed-Use Residential developments as well as institutional real estate acquisition and asset management experience on behalf of pension and domestic sovereign wealth funds. Clem is currently earning his Master of Real Estate Development at the University of Southern California through part-time evening classes.

Prior to joining Beach City Capital, Clem was a key member of the asset management and acquisition teams at CS Capital Management, Inc. (“CSCM”), an SEC Registered Investment Advisor, specializing in institutional real estate investment management and advisory services. His asset management responsibilities for CSCM’s $1+ billion of real estate AUM included managing CSCM’s property managers, accounting teams, and client reporting for separate accounts on behalf of sovereign wealth and pension funds. As a member of the acquisitions team, Clem underwrote and performed due diligence for nationwide opportunities in the office, industrial, and multifamily sectors. Clem began his career at Bank of America Merrill Lynch in an investment banking group and followed that as an operations manager for McMaster-Carr. Clem received his BA in Economics from Davidson College in 2012.




Senior Development Associate Beach City Capital, LLC 2019 - Present - Hermosa Beach

Clem Butler is a Senior Development Associate for Beach City Capital, LLC and is actively involved in all aspects of Prospecting, Negotiations, Due Diligence, Deal Analysis, Deal Structuring, and Land Use of the company’s Investment projects.

Current Projects: 12757 Mitchell Ave (Mar Vista), 100 N Catalina (Redondo Beach), 711 Pine Ave (Long Beach), 937-947 Pine Ave (Long Beach), 200-210 Grand Ave (El Segundo).

12757 Mitchell Ave, Los Angeles 100 N. Catalina Ave, Redondo Beach

711 Pine Ave, Long Beach 937 – 947 Pine Ave, Long Beach

200 – 210 Grand Ave, El Segundo


FAITH O’MALLEY Development Coordinator

California State University, Long Beach Bachelor of Arts in Design

2013 - 2017

Lorenzo de’ Medici Architecture & Sustainable Design

2016

BACKGROUND AND EXPERIENCE Faith O'Malley is a Development Coordinator for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Entitlement, Development, and Disposition. With focus on Project Management, Faith spearheads construction management, land use, strategic planning, bank coordination, and design development.

Prior to Beach City Capital, Faith worked as an Architectural Design Associate overseeing dozens of projects at a time. Faith was responsible for custom residential builds which she managed from schematic development through construction and project close out. Her knowledge of architecture, construction management, value engineering and client management ensured successful development and high-quality finished projects.


Development Coordinator Beach City Capital, LLC (2019 – Present) Hermosa Beach, CA

Faith is a Development Coordinator for Beach City Capital, LLC and is involved in the Development of the company’s Investment projects. With a focus on Project Management, Faith spearheads construction management, land use, strategic planning, bank coordination, and design development.

Current Projects: 935-937 15th Street (Hermosa Beach), 945 15th Street (Hermosa Beach), 1250 N. Fuller Ave. (West Hollywood), Local Collaborative - 1221 Hermosa Ave. (Hermosa Beach)

935 – 937 15th Street, Hermosa Beach 947 15th Street, Hermosa Beach

1221 Hermosa Ave Suite 101, Hermosa Beach 1250 N. Fuller Ave, West Hollywood


Design Associate Norman Design Group 2018 - 2019 (1.5 year) Torrance, CA

Worked with a team of Architects and Designers on custom residential builds; $5M-$10M

• Produced Construction Drawings, 3D renderings, Presentation Board’s, Plans, Sections, Elevations, on-site Measurements and Permit Submittals.

• Design Management, construction scheduling, estimating, and client management

• Develop bid packages with project scope and allowances

• Design, construction documents, coordination and administration.

• Projects: 85 Laurel, 233 Anderson, 17 Celeste, 6 Williamsburg, 218 Anderson, 1185 Parkview, 36Pacifica Del Mar, 922 E Street, 3701 Via Valmote, 27657 Peninsula, Sixth, Calle Viento, Middleridge

1185 Parkview Sixth

KYLE JULIER Development Analyst

San Diego State University Bachelor of Science (Finance)

Minor (Marketing)

2012 - 2016

BACKGROUND AND EXPERIENCE Kyle is a Development Analyst for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Investor Relations, Development, and Marketing. Kyle is a graduate of San Diego State University, holding a Bachelor’s degree in Finance and a minor in Marketing.

Kyle is an experienced Account Manager with a demonstrated history of working in the accounting/finance industry as well as the sales industry. He previously worked at Aaron & Tallman, a boutique accounting firm who manages all the finances and accounts for various restaurants and wineries in the Los Angeles county. Kyle has made the transition into the real estate development and investments world and has aspirations of becoming a successful analyst/project manager working in Real Estate Finance.


Development Analyst Beach City Capital, LLC March 2019 – Present (6 months) Hermosa Beach, CA

Mr. Julier is a Development Analyst for Beach City Capital, LLC and is actively involved in all aspects of Acquisition, Investor Relations, Development, and Marketing. He is detail-oriented and overly committed team member with experience in finance, accounting, marketing, and sales, and he works directly with each of the Project Managers while also handling investor relations and investment documents.

Projects: 928 S. Juanita Ave (Redondo Beach), 411 W. Franklin Ave (El Segundo), 1221 Hermosa Ave (Hermosa Beach)

1221 Hermosa Ave, Hermosa Beach CA 928 S. Juanita Ave, Redondo Beach, CA

Staff Accountant Primal Kitchen September 2018 – December 2018 (4 months) Oxnard, CA

Handled the accounting at the corporate headquarters office and worked directly with management to ensure timely processes and help develop and implement improved in-house systems.

Account Manager Aaron & Tallman June 2016 – June 2018 (2 years) Newbury Park, CA

Managed all aspects of financing and accounting for 10 separate accounts across the Los Angeles and Ventura counties. Worked directly with business owners, analysts, third party vendors, account managers, and accountants to manage each account and systematically reconcile finances and foster an increase in profits.

• Projects/Clients: James Beach (Venice), Canal Club (Venice), Cielo Winery (Malibu), Trejos Tacos (LosAngeles), Stout Enterprises (Santa Monica, Hollywood), Union (Pasadena)

Canal Club, Venice CA Cielo Winery, Malibu CA



MARISSA TADDEO Development Intern

University of Southern California Master of Architecture (M. Arch) 2017 - Present

University of Maryland Bachelor of Architecture (B Arch) 2013 - 2017

BACKGROUND AND EXPERIENCE Marissa Taddeo is a Development Intern for Beach City Capital, LLC and involved in all aspects of architecture, marketing, design, and investment documents for the company’s Investment projects. She works directly with the Project Managers and Senior Associates in assisting them with their every day duties and responsibilities.

Prior to her internship at Beach City Capital, Marissa worked in an architecture firm where she assisted in all project phases of several high-end custom residential projects. She also holds experience in Construction Management and Interior Design, having added companies like Skanska and Kelly Wearstler to her resume. During her enrollment at the University of Southern California, she has taken several Real Estate Development courses which have contributed to a profound interest in Real Estate Development.

Marissa holds a Bachelor of Science in Architecture from the University of Maryland with a concentration in Sustainability and is currently pursuing a Master’s Degree in Architecture at the University of Southern California.




MATTHEW STEWART Board Member and Capital Markets Advisor - HFF

University of Southern California Master in Business Administration (MBA) Real Estate and Finance

United States Air Force Academy Bachelor of Science

Systems Engineering Management

BACKGROUND AND EXPERIENCE Matthew Stewart is a Capital Markets Advisor for Beach City Capital and a director in the Los Angeles office of JLL Capital Markets, Americas. He is an accomplished and results-oriented development and investment professional with years of experience in Real Estate and Finance.

Through agreements, Mr. Stewart joined JLL as part of the HFF acquisition and is primarily responsible for the origination and execution of both debt and equity placement transactions for all property types throughout the United States. Before that he received his MBA from the University of Southern California (USC) with a concentration in real estate finance. Prior to USC, he was a captain in the United States Air Force, where he served as a launch systems integration program manager. During his time in the Air Force, Matthew led a team of 100+ people and was responsible for the cost, scheduling and performance of the launch component of a $4 billion national defense satellite program. He also serves as an adjunct professor in the Sol Price School of Public Policy at the University of Southern California.


GREG CULLEN Board Member – Business and Construction

Harvard Business School Master of Business Administration (MBA)

BACKGROUND AND EXPERIENCE Greg Cullen is a Board Member for Beach City Capital, LLC and is actively involved in all aspects of Deal Creation, Business, Bank and Partner Relations. With a focus on Executive Oversight on the Design, Development and Construction of the company’s investment projects, he is an accomplished and results- oriented development and investment professional with over twenty years experience in construction, investments and real estate development.

Through agreements, Mr. Cullen is also working with and the founder of Harvard Investment Group, and numerous other affiliated investment and development companies. Mr. Cullen’s companies were founded to acquire real property and financial instruments, develop land, rehab distressed properties and make direct investments in real estate projects. In addition, Mr. Cullen is the manager and controlling shareholder of companies that provide construction, mortgage and real estate brokerage and education/ consulting services.

Prior to founding Harvard Investment Group, Mr. Cullen served as Vice President for ING Capital Corporation, a Dutch Investment Bank, which made direct equity and debt investments. During Mr. Cullen’s tenure, he was the lead transactor in over $215 million in real estate and mortgage pool transactions. Prior to ING Capital Corporation, Mr. Cullen spent four years with Citicorp in their real estate investment bank and lending group.

Mr. Cullen graduated with a Master’s Degree in Business Administration from the Harvard Business School in 1989. His emphasis there was on real estate. He graduated with honors from Rose Hulman Institute of Technology in 1985, where he received a Bachelor’s Degree in Mechanical Engineering. Mr. Cullen is a highly sought-after speaker and considered to be an expert in the fields of real estate, finance, negotiations and value creation. Mr. Cullen is the current President of the Harvard Real Estate Alumni Organization.


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BEACH CITY CAPITAL MANAGEMENT...2020/02/14 · Beach City Capital has long-standing presence in key markets throughout the United States with a decade of hands -on experience, intimate