Topic is on the agenda for the 2018 California American Planning Assn. Conference in San Diego

When the American Planning Association of California convenes in San Diego on Oct. 7, Michele Vives, Senior Managing Director of Douglas Wilson Cos., will present innovative strategies for successful transit-oriented development (TOD) in underserved neighborhoods, based on her work with the Jacobs Center for Neighborhood Innovation.

“The challenge of underserved neighborhoods is to successfully reconcile economic factors with solid planning goals,” said Vives, who will appear on a panel comprised of other notable planning experts, including Peter Winch of WRT, Diego Velasco of M.W. Steele Group, and Paul Marra of Keyser Marston.

Vives will review tactics that helped revive efforts for successful transit-oriented development at a key intersection in the Southeast community (Euclid and Market), located just minutes from San Diego’s thriving downtown.

“Working with the city for developer incentives and state agencies for grants and other infrastructure improvements has helped create community-serving and job-creating businesses on this undeveloped, underutilized land,” said Vives. “As with all things, a solid working relationship between city staff and private interests laid the foundation for getting things done.”

The American Planning Assn. California Conference in San Diego will be held Oct. 7-10 and is entitled “Shaping our Future: Planning Places for All.” For more information, visit apacalifornia.org.

October Events

by admin on October 1, 2018

North County Estate Planning Council (NCEPC) – October 2
NCEPC is holding its monthly meeting in Rancho Santa Fe, California.  This month’s meeting is focusing on Current Thoughts in Estate and Charitable Planning. John Morrell will be attending.

Urban Land Institute (ULI) – October 8-11
ULI is hosting its Fall Conference this month in Boston, Massachusetts. Douglas Wilson and Nicholas Wilson will attend this event.

Commercial Real Estate Development Association (NAIOP) – October 12
NAIOP is sponsoring an afternoon of multi-event, team-oriented competition to let loose, network and compete with your commercial real estate peers at San Dieguito Park in Solana Beach, California. Nicholas Wilson will participate.

National Investment Conference (NIC) – October 17-19
The NIC is holding its Fall Conference this year in Chicago, Illinois. Michele Vives will be attending.

National Association of Federal Equity Receivers (NAFER) – October 18-20
NAFER is hosting its 7th Annual Conference in Chicago, Illinois. Both Douglas Wilson and John Morrell will be attending the event.

Downtown San Diego Partnership (DSDP) – October 25
DSDP will be hosting its Annual Alonzo Awards at the Manchester Grand Hyatt Hotel in San Diego, California. Douglas Wilson, John Morrell, Nicholas Wilson and Michele Vives will all be attending.

Managing Real Estate’s Next Wave of Change

by admin on September 17, 2018

An Economic Cycle Within Its Own – The Looming “Silver Tsunami”

No matter which way the economic wind blows, one fact is irrefutable: America’s aging population is poised to influence the real estate sector as it transitions trillions in real estate wealth to its heirs.

The impact of the “Silver Tsunami” is poised to impact all asset classes as families and businesses grapple with this unprecedented transfer from America’s “wealth acquiring” generation. Complex issues of ownership, control, management and disposition loom ahead… and nobody wants to go to court.

DWC is now providing confidential leadership in the process of legacy asset management, working hand-in-hand with existing advisory teams of legal, financial and trust professionals to maximize value of real estate portfolios for the future generations. We are currently assisting some of the region’s most prominent families to collate the aspirations of all stakeholders with the assets of its real estate portfolios.

“Having a steady hand to navigate the transition and to manage the new business plan is imperative for the future recipient generations,”  notes John Morrell, President of DWC,  “Using DWC’s deep history in all asset classes of real estate and associated operating entities provides great value to our clients.”

To discuss how DWC Legacy Asset Management might assist you or your clients, please contact John Morrell at (619) 906-4330.

September Events

by admin on August 29, 2018

North County Estate Planning Council (NCEPC) – September 4
NCEPC is holding its monthly meeting in Rancho Santa Fe, California.  This month’s meeting is focusing on “De-Mystifying Life Insurance and Moving Beyond the Basics of Coverage.” Douglas Wilson and John Morrell will be attending.

San Diego Bankruptcy Forum (SDBF) – September 6
SDBF is sponsoring their Annual Mediation Program and Legal Aid Clinic Appreciation Awards Ceremony at the Westgate Hotel in San Diego, California. Douglas Wilson, John Morrell and Nicholas Wilson will be attending this event.

University Club’s Distinguished Speaker Series – September 7
Douglas Wilson and John Morrell will be speaking at the Distinguished Speaker Series at the University Club in San Diego, California.  Their subject will be Legacy Asset Management of the upcoming transition of wealth to the next generation due to retiring Baby Boomers.

California Receivers Forum (CRF) – September 13
CRF is hosting another lunchtime seminar on Receiverships 101 at the law firm of Snell & Wilmer in Costa Mesa, California. Douglas Wilson and Nicholas Wilson will be attending.

August Events

August 1, 2018

San Diego Business Journal (SDBJ) – August 14 SDBJ is hosting their annual “40 Under 40” awards of which Nicholas Wilson is a finalist!  The event will be at the Westin Gaslamp Hotel in San Diego, California.

Read the full article →

Douglas Wilson Companies Seeks Business Development Professional

July 3, 2018

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 […]

Read the full article →

July Events

July 1, 2018

North County Estate Planning Council (NCEPC) – July 3 NCEPC held its monthly meeting in Rancho Santa Fe, California.  This meeting focused on everything you wanted to know about Social Security and Medicare. John Morrell attended. California Receivers Forum (CRF) – July 16 CRF is sponsoring a luncheon concerning the “Rock Paper & Scissors of […]

Read the full article →

June Events

June 1, 2018

North County Estate Planning Council (NCEPC) – June 5 NCEPC held its monthly meeting in Rancho Santa Fe, California.  This month’s meeting featured a three-part panel discussing the Unique World of Real Estate, Family Business and Succession Planning where Douglas Wilson and John Morrell represented the Real Estate portion of the program.  JoAnne Norton, Ed.D. […]

Read the full article →

Spring 2018 Newsletter

May 31, 2018
Read the full article →

In Real Estate- Rich California, Wealth Transfer Issues Loom

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 […]

Read the full article →