Friday, April 14, 2017

Summit Financial Consultants Signs New Lease at Westlake Park Place Development in Westlake Village, CA

Westlake Park Place II, Westlake Village, CA
WESTLAKE VILLAGE, CA – Summit Financial Consultants, Inc. is proud to announce that due to the continuing growth of their wealth management firm they will be expanding their offices and relocating to Westlake Park Place – Phase II.

Summit Financial’s wealth management practice has been instrumental in helping their clients design and implement their personalized “Work-Optional Lifestyle” plan. 

Summit helps clients transition from being affluent to becoming wealthy.  The difference is that the affluent have to work for their money and the wealthy have their money work for them.

 “Our success is directly related to our clients’ successes. We are a boutique wealth management firm that specializes in ‘Work-Optional Lifestyle Planning,’” stated Neil Elmouchi, Chairman and CEO of Summit Financial Consultants.

Neil Elmouchi
 “We work with people who want to take control of their financial future through personalized planning that helps clarify and simplify their financial path.

“Because many of our clients could spend more of their life in retirement years than in their working years, it is critical that they have a plan for their money to last longer than they do. What our clients really appreciate is that we are not just about accumulating and preserving wealth - we are about maintaining their lifestyle.” 

 “Another reason we are thrilled about our future growth opportunities is the addition of Jeff Sorensen and the merger of his firm Sorensen Wealth Management last year. Mr. Sorensen is President and Senior Wealth Advisor at Summit and is a great resource in helping Summit expand the value we bring to our clients,” stated Mr. Elmouchi. 

“Because of the growth we have experienced, both organically and through our recent merger, and our vision of how we want to benefit our clients in the future, we have spent a great deal of time designing our new office space and are very happy about our location in the prestigious Westlake Park Place – Phase II development.

“We believe this will be an important factor in helping to keep us at the cutting edge of innovation and enhance the services and strategies available to our clients.”

Mike Foxworthy
Bob Searles of Westlake Plaza Center East – II, LLC says, “Westlake Park Place is the premier office development in the Westlake Village business district, providing ease of access and a strong corporate identity.  

Summit Financial Consultants is a fine example of the high caliber tenants attracted to the prime location, top amenities and elegant design that our property offers.”

Summit Financial Consultants, Inc. has leased 6,090 square feet at 3075 Townsgate Road, the final building to be constructed at Westlake Park Place. Occupancy is scheduled for April 1, 2017.

 Mike Foxworthy of DAUM Commercial represented Summit Financial. The landlord, Westlake Plaza Center East – II, LLC was represented by Craig Cahow and Mike Foxworthy of DAUM Commercial, the listing agents.  

“DAUM has had the pleasure of working with Bob Searles for several years, and we drew upon our strong local relationships to secure Summit Financial Consultants as a tenant for this exceptional development,” says Foxworthy. 

“The transaction reflects the current strength of the Ventura County office market, which is demonstrating solid activity levels as employment in the area steadily grows.  As jobs are added, we will see increasingly lower vacancies, driving strong competition for premier office properties in the burgeoning Westlake Village business district.”  

Westlake Park Place is the most significant and prestigious corporate headquarters development in the Conejo Valley, with unmatched visibility in the heart of the Westlake Village business district.

Westlake Park Place is the preeminent Class “A” mid-rise suburban office complex, utilizing Mediterranean style architecture surrounding a central park-like core. Each building features a state-of-the-art and energy-efficient mechanical, electrical, life safety and security system.

 For a complete copy of the company’s news release, please contact:

Elisabeth Manville / Jenn Quader
Brower, Miller & Cole
(949) 955-7940

NAI Realvest’s Tom Miller Earns Coveted CCIM Designation

Thomas L. Miller

ORLANDO FL– Thomas L. Miller, Director of Property Management at NAI Realvest in Orlando, has been awarded the Certified Commercial Investment Member (CCIM) designation, by the CCIM Institute.    

  The CCIM designation is one of the most widely respected professional achievements in commercial real estate.  

Miller was sworn in April 5 at the Chicago CCIM headquarters by the 2017 CCIM President Robin L. Webb, who is also NAI Realvest’s Managing Director. 

 “It gave me great pride to swear in Tom.  His accomplishment exemplifies how talent, commitment and hard work are rewarded, and valued and recognized by our company.” 

Robin L. Webb
Miller, who has been successfully engaged in commercial property and facilities management since 1995, completed all of the requirements including the Institute’s comprehensive studies and testing, and demonstrated a vast portfolio of experience.  

CCIMs must be proficient in the areas of investment analysis, market analysis, user decision analysis and financial analysis for commercial real estate.
Among the more than 150,000 commercial real estate professionals in the United States, only an estimated six percent hold the CCIM designation.     CCIM members are responsible for an approximate US$400 billion annually of real estate transactions globally. CCIM Institute is a commercial affiliate of the National Association of Realtors and is headquartered in Chicago, Illinois.

 For a complete copy of the company’s news release, please contact:

Larry Vershel or Beth Payan, Larry Vershel Communications Inc. 407-644-4142

Hold-Thyssen Lands New Tenants at Orlando’s Quorum Center and Hiawassee Plaza

N. Joelle Forster
Winter Park, FL and Orlando, FL --- Hold-Thyssen, Inc., a full service commercial real estate services firm based in Winter Park, recently negotiated three lease agreements – two new office/flex leases and a long term retail renewal – totaling 4,599 rentable square feet.

Leasing Agent Therese Taylor negotiated a new three-year lease for 1,657 square feet at Quorum Center, 4201 Vineland Rd., representing the tenant, NovaCharge, a Tampa-based provider of next-generation electric vehicle charging solutions who is expanding into the Orlando market.  Trinity Quorum Center LLC is the landlord.

The Hold-Thyssen leasing team of Martin Forster CCIM and N. Joelle Forster represented Landlord Envoy Orlando Holdings, LLC, in the lease of 1,967 square feet for 16 months at 6907 W. Colonial Drive in Hiawassee Plaza.  The new tenant is The Lane Construction Corp. charged with expansion of the East-West expressway and Hiawassee Road.  

Therese Taylor

The Forster team also negotiated a five-year renewal agreement with Arelis Salon, a Dominican hair styling salon which has been a successful long-term,  in-line retail store tenant occupying 975 square feet at 6845 W. Colonial Drive in the Hiawassee Plaza

Hold-Thyssen provides commercial property brokerage and leasing and management services to institutional and private investor clients nationwide.  The 40-year old firm’s current portfolio includes more that 100 commercial properties throughout the United States.

 For a complete copy of the company’s news release, please contact:

Larry Vershel or Beth Payan, Larry Vershel Communications Inc. 407-644-4142

Ted Holler Joins Franklin Street as Insurance Director

Ted Holler
ATLANTA, GA — Franklin Street has added risk management and commercial property & casualty insurance veteran Ted Holler as Director of Insurance Services to focus on commercial real estate portfolios in the Carolinas and across the Southeast.

Holler has been working in the insurance and risk management brokerage industry since 2003, bringing expertise in all commercial product types, including complex property placements for high-value portfolios.

He uses his technical skills and years of experience to assist clients with coverage analysis, risk management strategies, compliance, and negotiating the best-possible coverage and pricing to improve the value of their investments by reducing his clients’ total cost of risk.

 “Franklin Street is one of very few firms in commercial real estate to have insurance as part of its service portfolio,” said Tom Kersting, President of Franklin Street Insurance Services. “Adding Ted is just another step to improve Franklin Street’s full-service insurance offerings, and we’re confident our clients will benefit greatly from his expertise.”

Franklin Street Insurance Services focuses on insuring commercial real estate nationwide, by brokering insurance products for private and institutional owners and managers of most commercial property types.

Tom Kersting
The team also specializes in supporting the acquisition efforts of active buyers and offers actionable risk management and claims advisory services.

 Franklin Street has brokered insurance on commercial property with a total insurable value (TIV) of $10 billion and built an impressive portfolio of more than 275,000 units of multifamily property in less than a decade.

 Franklin Street represents a diverse roster of clients from small operators that own a single asset to major corporations with more than $1 billion in TIV.

 “Our insurance services are comprehensive and we have more experience in the multifamily space than any other firm.  Further, by leveraging our unique platform, knowledge, and niche focus, we are ideally positioned to serve owners and managers of all commercial asset types,” Holler said. 

“We’re able to help clients assess their needs, protect their investments by securing the right coverage, and improve their net operating income through reduced costs.  All of this is achieved in a manner that allows our clients to remain focused on their primary goals and objectives.”

“(Franklin Street) has saved us money, they’ve saved us time. They are good partners,” said Zachery Oseland, Compliance Director for Avesta Communities, which manages 11,000 apartment units in Florida and Texas.

Holler began his career as a middle market agent at Liberty Mutual Insurance Group, later serving as area Assistant Vice President of Arthur J. Gallagher & Co. (AJG) when AJG acquired Liberty Mutual’s middle market book of business. Holler earned a bachelor’s degree in biology from Troy University and a master’s degree in business administration from the University of South Florida. He currently holds the professional designation of Accredited Adviser in Insurance (AAI).
For a complete copy of the company’s news release, please contact: