Baron brochure

Our History .....................................................................................................................................3

Our Services ................................................................................................................................... 4

Sales ............................................................................................................................................... 4

Leasing ........................................................................................................................................... 4

Property and Asset Management ........................................................................................................5

Other Services ...................................................................................................................................5

Our Advertising, Marketing & Public Relation Tools .............................................................. 6

Website & Newsletter Sample ....................................................................................................... 7

The CRE Difference ................................................................................................................... 8-9

Notable Closed Transactions................................................................................................. 10-12

Some of Our Past Clients ........................................................................................................... 1 3

Your CRE Team ..........................................................................................................................14-21

Jeremiah Baron, Mike Ball .............................................................................................................. 14

Alex Rodriguez-Torres III, Jim Forbes ............................................................................................... 15

Bill Loschin, Louis Perrotta ............................................................................................................. 16

Eric Song, Ward Snyder ................................................................................................................... 17

Mathew Crady, Michael B. Katz, Esquire ........................................................................................ 18

Roy Bickford, Darren Schiff ............................................................................................................. 19

Kristin Mondo, Douglas J. Phillips II .............................................................................................. 20

Melissa Mercado, Jeff Baron, Chris Belland, Lila Deen, Anthony Oliveri ........................................... 21

Our Locations .......................................................................................................................... 22-23

2 © 2015 Commercial Real Estate, LLC - All Rights Reserved. Confidential and Proprietary Information.

Table of Contents

Our History

Founded in 1939, Jack Lupo Realty Company was established in Brooklyn New York. In 1970 the company relocated to Boca Raton Florida. Jack Lupo Realty was continually ranked among the top 20 Commercial Real Estate Brokerage Companies in South Florida, and has been consistently recognized by South Florida Business Journal and Co-Star.

In 2006, Jack Lupo Realty was sold to Coldwell Banker Commercial, a national brokerage company. Five years prior to the sale of his company, Mr. Lupo created a commercial development company KMA Investments, which successfully developed several retail shopping centers and single tenant buildings throughout Florida. During that time Mr. Lupo established Commercial Real Estate, LLC.

Originally based in Boca Raton Florida, Commercial Real Estate, LLC relocated its primary office to Vero Beach Florida in early 2010 under the direction of Jack Lupo. In addition to Commercial Real Estate, Jack Lupo manages Lupo Investments which has assembled a diverse portfolio of single tenant properties in the southeast region of the United States.

Mr. Lupo oversees acquisitions for Lupo Investments as well as the development of single tenant properties and brokerage of single tenant properties for privately held partnerships and investment clients throughout the United States. Additionally, Mr. Lupo was involved in the design, development and construction of the national prototypes of both the first Tire Kingdom and Mattress Giant Stores located in Boca Raton Florida.

In late 2010 Jack Lupo partnered with Jeremiah Baron to form Commercial Real Estate , LLC Baron Lupo & Co. In 2014, Jack Lupo retired from active management in the firm and sold his portion of the business to Jeremiah Baron though he still works with the team from time to time to consult on large projects with the firm.

Jeremiah Baron has specialized in the Treasure Coast & Palm Beach commercial real estate markets for over a decade while closing over $100 million in real estate transactions. Some of the more notable transactions have been the sale of the 80,000 square foot Cedar Point Plaza for $7,450,000, Treasure Coast Shoppe’s for $4,550,000 and the 82,000 square foot Plantation Plaza in Stuart for $6,000,000.00.

Baron’s team is ever growing with over 15 team members on board to date. His firm currently rests as the #1 Commercial Real Estate firm on the Treasure Coast. That goal has been reached through total dedication and absolute focus on getting deals done, day in and day out. Jeremiah and his team pride themselves on the blood and sweat they invest in the sale of each property. Their passion has led to results and their results are what have made them a trusted name in commercial real estate here in South Florida.

3© 2015 Commercial Real Estate, LLC - All Rights Reserved. Confidential and Proprietary Information.

Our Services Sales With almost one billion dollars of closed real estate transactions, Commercial Real Estate, LLC has become the leading source of Investment Sales throughout Florida. Our guiding principles since 1939 is to maximize our clients return while providing consistently high quality service by responding to our clients individual needs. The Baron Lupo & Co. investment sales team takes great pride in our ability to bring buyers to the table. This effort allows the seller to achieve the best value for the property in the shortest period of time based on current market conditions. We understand all the necessary components of the 1031 exchange process and its essential time constraints. By dedicating all of our focus, resources and training to real estate services, we offer an unmatched level of experience and expertise. Our investment specialization and market area focus results in relationships with private and institutional investors in Florida and throughout the United States.

LeasingLeasing is a significant component of our service offerings. We take the time to get to know our clients. When it’s time to lease, our local level professionals have the experience and marketing intelligence to provide our clients with the necessary information to make decisions in their best interest. No matter your requirement – whether conducting a site search for a new corporate location, a build to suit, or identifying an investment opportunity, we can provide information to help you make critical decisions and make the decisions that drive your business objectives. And when it comes to your commercial real estate decisions, our professional team of brokers, accounting/management, lawyers and investment specialists can help you optimize your time and maximize returns and value.


Property and Asset Management Our focus is to devise and implement a management plan that increases cash flow and return on your investment. A plan that provides timely and accurate accounting using the MRI System which creates additional value for our clients. While this goal may seem obvious, it has become even more challenging in today’s investment cycle. We begin with the fundamentals of property management, then expand that to meet the investment goals of our client/owners. We specialize in developing management plans that are compatible with our clients long-range goals, then oversee the fiscal and physical health of each asset. We provide full service accounting and strive to provide the results our clients require. Tenant relations are a critical component to the ultimate goal of maximizing yields and success. We develop relationships with each tenant visiting them regularly and assisting them with their needs.

Other Services• 1031 Exchanges and Reverse Exchanges • Buyer and Tenant Representation. • Property valuations and work-out plans • Receivership Experience • Single Tenant, Triple Net Leased, Brokerage and Development • Site Selection • Syndication Investments (coming soon) • Vacant Land Sales



Our Advertising, Marketing & Public Relation Tools*

*Not all advertising, marketing and public relation methods will be used for all properties. Your CRE team will help determine the most appropriate advertising, marketing and public relation method for your marketing budget. Some methods may incur additional marketing

expenses not included in broker commission.


Newsletter

Newsletter Web Site


Marketing Plan:CRE will create a custom marketing plan for each property. Most importantly, as the marketing plan is implemented, we will keep the property owner informed by providing written monthly reports.

Potential Users and Methods of Contact:Using the various resources that are available to us, we will create a list of potential users for the property and methods for how we are going to contact them.

CCIM (Certified Commercial Investment Member):CCIM is the global leader in commercial and investment real estate education and services. Belonging to CCIM means being part of an ethical and knowledgeable network that fosters lasting relationships based on mutual respect. Many of our agents are members of CCIM or are candidates for CCIM designation. The coveted CCIM designation is recognized as a hallmark of professional competency. It takes over 200 hours of specialized training and successful completion of a comprehensive examination before being awarded the CCIM designation. Our COO/CFO Jim Forbes earned his CCIM designation in 2012. As a CCIM designee, Jim has a professional bond with 9,500 other designees throughout the United States and over 30 countries.

Associates Orientation Meeting:We will schedule an on-site visit with all of our office associates. We have found that this leads to an abundance of marketing ideas for the subject property. Further, once our associates have personally viewed a property they are better able to present the property to potential clients.

Presentation:We construct multi-media presentations that can be viewed in our conference room or can be electronically distributed to an interested party.

Senior Associate(s) Review:Our senior team of Jeremiah Baron and/or Jim Forbes will review each project on a regular basis.

Signage:CRE provides standard or custom signage as required for each property at our expense.

Website:Commercial Real Estate has a full service interactive web site that allows us to feature individual properties and enables customers to download information on each listing. We can create an individual website for each listing. Our website hosts photographs, and information on all of our listings and is listed on appropriate advertising websites.

The CRE Difference


Personal Canvassing /Direct Contact:This is a main feature of our marking program. It is our experience that nothing surpasses direct personal marketing for results. Our associates diligently “Bang on Doors” to get our listings presented directly to the business owner and then we follow up until we get an answer.

Customized Marketing Brochure:We will create a customized brochure for each property. This brochure will be available for distribution in print, email, fax or it can be downloaded from our website.

LoopNet:We feature our listings on LoopNet, a subscription-based commercial real estate information services provider. LoopNet is the largest and most heavily trafficked commercial real estate listing service online with over 3.9 million registered members and 945,000 average monthly unique visitors. LoopNet.com contains more than $480 billion of properties available for sale and 6.3 billion square feet of properties available for lease. LoopNet attracts the largest community of commercialreal estate brokers, appraisers and other professionals to its rich resource of commercial real estate news and property listings.

E-mail Marketing:In order to keep everyone in the loop, we submit a monthly newsletter twice a month to a large number of subscribers which lets them know of new property listings as well as successfully closed transactions.

Cooperating Broker Network:CRE strongly encourages cooperation with other brokers. Besides entering information into multiple industry sources, we communicate directly with cooperating brokers and provide them with details of your property so they may share it with their clients.

Engagement Marketing:We maintain a comprehensive database of brokers, investors, regional tenants, national chains and other industry professionals that want to specifically know about CRE properties. This provides a convenient and effective method of instantaneously providing exposure of your property to a large audience in a short period of time.

Chamber of Commerce and Government Agency Exposure:Our agents are active members of the Chambers of Commerce and other community business organizations where we live and work. We also attend meetings of the Community Redevelopment Agency, Planning and Zoning Board, and other government organizations that shape the real estate marketplace.


Notable Closed Transactions



Notable Closed Transactions


Past Clients


CRE Executives

Jeremiah BaronBroker/Owner/CEOMobile: (772) 528-0506 [email protected] Specialty: Income producing properties; specializing in shopping centers and general commercial real estate Education: F.I.T. Institute in Manhattan, New York with a concentration in advertising and marketing Professional Experience: • Negotiated and closed over $100 million in real estate transactions• Current Broker/Owner of Commercial Real Estate, LLC• Vice-President, NAI South Coast, Inc. (2009-2011)• Broker Associate, Treasure Coast Commercial Real Estate, LLC (2006-2009)• Former Broker/Owner, Square Footage Real Estate Group, Inc. (2005-2006)• Senior Sales Associate, Beachfront Mann Realty (2003-2006)• Real Estate Executive, Central Florida Investments (2001-2003)

mike BallSales and Leasing AssociateMobile: (561) [email protected] Specialty: General Commercial Real Estate Professional Experience:Mike has been a full service real estate agent for the past nineteen years. Responsibilityincludes sales, leasing and the marketing of commercial real estate. As Director of Retail Leasing and Sales for Jack Lupo Realty Company, Inc., Mike has been involved with the negotiations and development of new retail leasing projects as well as the redevelopment of existing ones. He has dealt with national clients that include TJ Maxx, Marshall’s, Target, Home Goods, Ross, McDonalds, Home Depot and FedEx.


Jim ForBesCOO/CFOMobile: (772) 370-2466 [email protected] Specialty: Real estate investments, tax strategies, REOs and 1031 Exchanges Education: • CCIM (Certified Commercial Investment Member)• B.S. Florida Southern College• Certified Public Accountant (1982-2009)• Certified Financial Planner (1995-2009) Professional Experience:Jim’s 27 years as a CPA provides him a foundation that very few real estate professionals have because he understands the tax ramifications of a real estate transaction. Many times as a CPA and as a Real Estate Agent he has restructured a deal that was more advantageous to both parties. Sometimes this made the difference of closing a transaction or losing a prospective deal. Also many times he has read over pending leases or contracts and has suggested changes that better protected his client.

alex rodriguez-Torres iiiExecutive AssociateMobile: (772) [email protected] Specialty:Industrial Buildings, Commercial Medical Properties, Multifamily, Business Acquisitionsand General Commercial Real Estate Education:• Real Estate Investments• Real Estate Law Professional Experience:• City of Port St. Lucie Code Enforcement Board Member (2004-2008)• Business Development Director & U.S. Economic Consultant to Picart Homes -

London, Miami & West Palm Beach (2011-2012)• President & CEO, R.T. Enterprises & Associates, Inc. (2002-2008)Experienced in

Real Estate Investments & Real Estate Law, including Florida Sunshine Laws)

Your CRE Team


Bill loschinSales & Leasing AssociateMobile: (772) [email protected]

Specialty: General commercial real estate, multifamily housing, commercial leasing and shopping centers Education:• Binghamton University NY• Florida Atlantic University Professional Experience:• Over 10 years of real estate experience with millions of dollars in closed transactions• Former member Re/Max Prestige Realty-2006 Top 100 RE/Max Team in Florida• Former General Manager for multi-office (12) real estate brokerage. Responsible for

over 200 real estate sales professionals, operating budget and training of agents and sales managers

louis PerroTTaCommercial Real Estate AgentMobile: (772) [email protected]

Specialty: Business acquisition; restaurant and industrial property sales and leasing; generalcommercial real estate Education:American Business CollegeSt. Lucie County Contractor License Professional Experience:• Lou has lived in the Treasure Coast area for over 25-years. He is a former restaurant

owner and has been personally involved in the construction and operation of numerous restaurants.

• Former vice-president of 85-unit development• St. Lucie/Martin County area manager for Performance Group• Operations Manager for MT Ital, Inc.

Your CRE Team


eric songSales & Leasing AssociateMobile: (561) 531-3226 [email protected]

Specialty: Income producing properties and general commercial real estate with a focus on shopping center brokerage and leasing Education:B.A. Psychology, Loyola University MarylandM.A. Organizational Management, University of Phoenix Professional Experience:• Certified advertising & marketing professional• Former Executive Director of Sales & Marketing Executives International (SMEI)• Over 10-years office and retail shopping center experience• Over 5-years distribution and warehouse experience• Former Army Infantry Officer• Associate Member, CCIM Florida Chapter• Member, International Council of Shopping Centers (ICSC)

Ward snyderBroker AssociateMobile: (772) [email protected]

Specialty: Strip Centers--, Leasing, Acquisition, Disposition, Added Value Opportunities; Reposition Land –Entitlement, zoning, land use, density issues, acquisition, development, and disposition Brokering deals; 1031 Experience Education:• Fort Lauderdale High School 1970-1973• Clemson University, B.A. Sociology Minor Economics• Florida Real Estate Broker’s Course• Ocean Operator’s Captain’s License Professional Experience:• Leased over 1 million square feet of commercial space from 1989 to Present• Bought and sold $100 million of commercial retail centers in both Georgia and

Florida markets• Developed 2 Mini Storage Facilities in Clarkston, Georgia• Tennis Club Professional• President/Broker -- Leeward Realty Group, Inc.• Owned, managed, leased, and sold several shopping centers in Georgia and Florida• Franchisee of Wuv’s Restaurants in Bradenton, Florida 1979-1980


michael B. kaTz, esquireAttorney at LawPhone: (772) [email protected]

Specialty: General Counsel & Real Estate Consultant Professional Experience:Attorney Michael B. Katz operates a real estate & business law practice at Katz &Associates, PL - Law Firm with offices locations in Miami, Sunrise, Fort Lauderdale,West Palm Beach, and Stuart, Florida. Mr. Katz acts as general counsel and real estateconsultant for various Real Estate Brokerage firms throughout Florida.

maTheW cradySales & Leasing Agent Phone: (772) 260-1655 [email protected]

Specialty: Procuring new single family homes and land planning and development for various commercial and residential uses including sales and leases.Education:Licensed Florida Real Estate AgentB.S. Business Management (2004, Florida Atlantic University)B.S. Marketing (2004, Florida Atlantic University)Certified in Drainage and Storm Water Management Professional Experience:• 2005 – 2008 Project Manager at Treasure Coast Homes• 2008-2015 Project Manager at Hobe Sound Polo Club• Responsible for all operations in the building of homes and land development,

project management, coordinating governmental inspections and engineering certifications.

• Categories: Commercial Real Estate Agents

Your CRE Team


roy BickFordSales AssociateCell Phone: (772)-321-4626Work Phone: (772)-226-5706 Specialty: Large commercial developments, raw land sales. Roy’s more recognizable sales include the sale of the famous Rio Mar Bay Yacht Club, now the luxurious Quail Valley River Club; the commercial property at Humiston Park, now the elegant Ocean Park Townhomes boasting a unique view of Vero’s coastline. Education:BA Degree , Political Science Florida State UniversityLifetime Golfer Professional Experience:Roy has been in commercial real estate since 1977. One of his earlier projects was sole procurement agent for land acquisitions for FPL in Dade County Florida. He developed an expertise in the sale and purchase of golf courses. Recently, he coordinated the land assemblage for the development of the exclusive Quail Valley Golf Club. Roy and Dan Corrigan also acted as agents for the acquisition of land from the Riomar Yacht Club for the Quail Valley Beach Resort.

darren schiFFChief Consultant: Corporate Acquisitions & DispositionsCell Phone: (770) 712-4270Email: [email protected] Specialty: Strip Centers– Leasing, Acquisition, Disposition, Added Value Opportunities; Storage FacilitiesLand –Entitlement, zoning, land use, density issues, acquisition, development, and dispositionBrokering deals; 1031 Experience Education:Port Chester High School 1982-1985University Of Florida 1985-1989 B.A. Degree—Business AdministrationProfessional Experience Leased over 1 million square feet of commercial space from 1989 to PresentBought and sold $100 million of commercial retail centers in both Georgia and FloridaStorage Facilities East Coast(3) Star Hotels


krisTin mondoSales/ Leasing AssociateCell Phone: (772) 323-7127 Specialty: Currently concentrating in Light Industrial and Retail where effective interpersonal skills and a strong sense of responsibility compliment and strengthen client development. Education:Albion College, Albion MichiganDouble Major: Economics & Management and Speech CommunicationsSeries 7 and Series 66 designationsState of Florida Real Estate Sales Associate license Professional Experience18 years executing large equities transactions for institutional clients where innovative organization and communication produced top 5% performance for 100% of customer base.Managing Partner of 435 Properties, LLC where achievements include analysis of acquisition and operations, build out, leasing and property management. Portfolio core includes large Light Industrial and Multi-Family income producing properties.

douglas J. PhilliPs iiChief Information ArchitectWork Phone: (772) 286-5744Work Email: [email protected] EducationBA Pepperdine University, Malibu, CAMTS Emory University, Atlanta, GA, cum laudeDoctoral Studies The California Institute of Integral Studies, San Francisco, CA HobbiesGolf, Wakeboarding, Philosophy, Neuroscience, Tennis, Cello, Snorkeling Professional ExperienceDoug’s experience in Commercial Real Estate web development began with the real estate marketing firm Cotton & Co. Doug has been involved in web development and IT management for over 20 years and gained experience in web marketing while working for Louis Vuitton in the San Francisco Bay Area. Doug works closely with the real estate agents and staff at Commercial Real Estate, LLC to help strategically market client’s commercial real estate assets for maximum exposure across a range of digital platforms. Doug also volunteers in the Emergency Department at Martin Memorial Hospital, teaches Philosophy and World Religions at Indian River State College, and is the Director of R&D at Cerebral Health, LLC – a nutraceutical company dedicated to brain health.

Your CRE Team


melissa mercadoOffice ManagerWork Phone: (772) 286-5744Work Email: [email protected] EducationB.F.A. Digital Media, International Academy of Design & Technology – Tampa FL Specialties:Administrative AssistantMarketing & Art Director

oTher valued Team memBers...

JeFF Baron chris Belland lila deen anThony olivieri


Downtown Stuart Office

49 SW Flagler Avenue, Suite 301 • Stuart, Florida 34994

Phone: (772) 286-5744 | Facsimile: (772) 286-5750

www.CommercialRealEstateLLC.com

Office locations


Palm Beach Gardens Office

4440 PGA Boulevard, Suite 600 • Palm Beach Gardens, Florida 33410

Phone: (772) 286-5744 | Facsimile: (772) 286-5750

www.CommercialRealEstateLLC.com

Baron brochure

Documents