Douglas Wilson Companies (DWC) is excited to announce expansion of our corporate team! We are seeking a highly qualified, dynamic individual to join us as a Business Development Manager.

Click here to review official position post

ABOUT THE POSITION

The Business Development Manager will foster current and potential relationships, focusing on pursuing and securing new national business for all divisions within Douglas Wilson Companies. The firm is looking for a high-energy, polished individual exhibiting a proven track record, with a minimum of five years sales/business development experience. This person will build market awareness of DWC through participation in industry events and professional organizations. Working directly with the executive team, this person will form strategic account planning, growth strategies and tracking mechanisms.

QUALIFICATIONS

  • 5-10 years sales, marketing and business development experience
  • Excellent communication skills – both verbal and written
  • Internally motivated and driven to succeed
  • Possess attention to detail
  • Capable of multitasking
  • Experienced at interpreting research data for marketing purposes
  • Professional Service Firm experience
  • Ability to perform nationwide travel
  • Based in California or one of the company’s regional offices

Please direct all inquiries and submittals to: mlantz@douglaswilson.com

Spring 2018 Newsletter

by admin on May 31, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here.

HOW DO YOU TRANSITION YOUR ASSETS?

Trillions in real estate legacy wealth, are now in play, as the baby boom population ages out of its “wealth accumulation” phase into its “wealth transition“ process.

DWC is now assisting some of California’s most prominent families to proactively anticipate and resolve business issuesspecific to their real estate wealth. Acting asa real estate resource, DWC is very careful not to displace the family’s legal or otherfiduciary/financial advisors.

Having served as a court-appointed fiduciaryfor decades, the DWC team is highly sensitiveto loyalty and confidentiality issues that areunique to legacy clientele. Understanding that the illiquidity of real estate wealth creates distinct issues, we also recognize the inclination to maintain it in the same species of legacy asset.

Based on our deep real estate experience,in all cycles, we have identified two distinctphilosophies in preserving and enhancing a legacy portfolio:

THE “AS IS” APPROACH
The focus is purely on cash flow preservation with limited redirection or application of new capital or reconfiguration of the asset base. This philosophy implements an ongoing attempt to keep operational costs low, avoiding tenant turnover, and suppressing property tax reassessment by minimal capital improvement to the property. Typically these portfolios consist of B and C classes where this is acceptable.

THE VALUE ADD / ENTREPRENEURIAL APPROACH
To improve portfolio value through a combination of new capital investment and active repositioning through a mix ofre-tenanting, re-entitling, refinancing orreallocation of assets. Typically, these legacy portfolios consist of more varied assetsincluding but not limited to class A buildingsand properties in the path of redevelopment.

Each portfolio is unique to its own attributes and characteristics and to the philosophy of the family. DWC is careful to collaborate with stakeholders and their advisors to appropriately create options and to ultimately transition real estate assets to the acquiring generation.

For inquires please contact John L. Morrell.

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here.

Scams & frauds tend to flourish during good times. Returns flow in nicely, camouflaged by overall economic prosperity, soaring markets & record realestate values. Red flags may go unnoticed until it’s too late.

Since 1990, DWC has untangled a number of frauds and Ponzi schemes in its role as a court-appointed Receiver. These crimes don’t just hurt individuals, families and businesses, but cause great harm to the wealth and resources of the nation.White Collar Crimes, Historical Graph

“Recently, the dept. of justice charged eight individuals for manipulating futures markets and brought the largest futures market criminal enforcement action in history.”

As today’s frothy economy starts to inevitably abate, DWC is gearing up for an uptick in the discovery of white-collar crime.

Large-scale financial fraud in health care is of particular concern, with Medicare and Medicaid malfeasance in the crosshairs of federal prosecutors. Likewise, we see criminal justice resources focusing on opioid fraud and abuse detection.

Also emerging as a threat to the integrity of the country’s financial system is the illegal manipulation of securities markets. Some of the most damaging cases involve a scheme called “spoofing”: the illegal practice of placing an order for a futures contract that the trader does not intend to execute.

Earlier this year in San Diego, Deputy Attorney General Rod Rosenstein addressed the American Bar Association’s National Institute on White Collar Crime who spoke on such issues. DWC was honored to attend as newly inducted members of the National Association of Federal Equity Receivers (NAFER).

Focus On Expanding Our Advisory Services Platform

May 30, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here. With DWC’s long heritage working on complex real estate matters on a national basis, the current focus to expand our advisory services platform is a natural evolution for the firm. Our clients have varied over the years and have included family […]

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Sienna At Otay Ranch – An Upmarket Senior Housing Community

May 30, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here. For the past few years, DWC has been creating new business platforms to respond to opportunities created by the aging population: America’s “silver tsunami.” In addition to its Legacy Asset Management division, DWC has introduced a new series of upmarket senior […]

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Spring 2018 Real Estate Transactions

May 30, 2018

DWC’s brokerage team remains focused on brokering unique assets for public and private entities. These recent transactions illustrate the team’s capabilities in sell/leaseback, tax-deferred, multi-market property exchanges. Sell/Leaseback Industrial Complex San Diego, California Recently SOLD! DWC brokerage worked with one of San Diego’s premier arts organizations to handle a sell-leaseback on a 37,316-square foot building, […]

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Connecting: DWC Team on the Move

May 30, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here. DWC CEO Douglas P. Wilson and President John L. Morrell have been formally inducted into the National Association of Federal Equity Receivers (NAFER), an elite organization for receivers and legal counsel dealing with remedies for white-collar crime that are subject to […]

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2018 Spring Newsletter: CEO’s Message

May 30, 2018

This letter is featured in the Spring 2018 Newsletter. To view the full newsletter click here. Dear Friends, As we finish the second quarter, our focus continues to be on opportunities and challenges presented by the aging population. We are busy meeting with families (and businesses) now grappling with the imminent transition of legacy assets, much of […]

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In The News: Sweetwater Vistas Entitlements Approved for 218 Homes

December 22, 2017

Developer plans moderate-priced housing in Spring Valley (as seen on sandiegouniontribune.com) The developer of a recently-approved 218-unit housing project in unincorporated San Diego County says it will build moderate-priced homes. Douglas Wilson Co. expects to offer townhomes starting in the low $400,000s in the unnamed 52-acre Spring Valley development. While that might not sound like a […]

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