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Excellent. Ethical. Effective. REAL ESTATE DEVELOPMENT | CONSTRUCTION | PROPERTY MANAGEMENT

Seven Decades of Innovation & Expertise An Award-Winning Reputation Over 70 Years in the Making Beztak is an industry leader with an innovative and results-driven approach to real estate development, construction, investment and property management services. With hands-on executives, a talented development and management team and cutting edge technology at our fingertips, Beztak creates and sustains long term value for investors and positive experiences for the residents who call our properties home. Whether we are developing luxury and LEED-certified residential communities, building a suburban retail center or breathing new life into an underutilized urban space, we enthusiastically tackle every project with a focus on customer success and an exceptional attention to detail.

Our Core Values

Our core values guide every decision we make and cement our meaningful relationships with partners, residents and team members. These values focus our work on identifying and creating innovative experiences, impactful opportunities, and exceptional results.

EXCELLENT

We desire to excel by being innovative, responsive, and accountable. Realized to the fullest extent, these shared motives deliver the best possible results for all we serve.

ETHICAL

Beztak operates across the country with corporate offices in Farmington Hills, Michigan, Boca Raton, Florida, and Tucson, Arizona. Oakland Management Corp. corporate and regional teams are on-site at properties coast-to-coast.

We are committed to making decisions that are ethical, prompt and as intelligent as possible; in such a way, we best serve our residents, clients and partners while preserving our place as leaders in the industry.

Our Mission

EFFECTIVE

By leveraging our more than 70 year history of designing, developing, and managing innovative real estate properties that outperform the market and exceed expectations, our mission is twofold: to create and sustain long term value and excellence in product quality, and to enrich the lives of those we serve by providing talented associates who are passionate about their professional commitment.

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

With every endeavor we strive to improve, believing that time and circumstance generate opportunity and greater success.

Empowering Positive Outcomes for Investors DESIRABLE LOCATIONS | UPSCALE AMENITIES | INNOVATIVE INVESTMENTS

A Knowledgeable Partner Beztak is a true partner as you navigate your next real estate investment. We bring decades of extensive market knowledge, a deep understanding of the high ROI neighborhoods and communities we serve and an ability to connect you with innovative and creative opportunities. From pursuing LEEDcertified communities to luxury senior living to grocery anchored shopping centers, we help partners diversify their portfolios and maximize the value of their investments. Plus, we know the success of an investment relies on its continued management, which is why we offer comprehensive, customizable property management for our clients.

How Beztak is Different Working with Beztak is a seamless experience that brings investment expertise, market knowledge, design, construction, development and property management all under one roof. We manage the vendor relationships, the technology and the tools necessary. One partner. One point of contact. We make the complex simple. And we deliver a stronger return on your investment.

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

WHAT WE OFFER: • • • • • • • • •

Performance and Operations Analytics Marketing Resident Retention Human Resources Asset Engineering Accounting Information Technology Risk Management

OUR RECIPE FOR SUCCESS

Powering Better Experiences Beztak has a reputation in the industry for implementing the most cutting-edge technologies, ideas and procedures to empower our team with everything necessary to provide the best possible experience for our clients and residents. Our property management team has invested in numerous tools to better conduct market research and competitive analytics as well as to improve efficiencies and provide greater and more timely access to real time operational data. We are proud to incorporate the following systems and technologies which have a proven track record of experience, quality and cost-savings.

Performance and Operations Our Performance and Operations team provides national, regional and site-specific support to optimize property performance. The following vendors are instrumental to our efforts:

Yardi® Call Center Yardi® Call Center which allows for 24-hour communication with prospects and includes an online chat feature. Yardi® Voyager Yardi® Voyager platform provides 24/7 access to real-time property and accounting data. The system features a variety of specialized reporting, reforecasting and budgeting capabilities to help managers oversee their communities effectively. Through Yardi® Voyager, clients are provided real-time access to read all reports for full transparency and efficacy.

Yardi® PayScan Yardi® PayScan streamlines the purchase order and invoicing process with efficient, online approval workflows. This system provides spending controls, while also ensuring interior and exterior specification consistency by limiting the items that a property is able to order based on a custom catalogue for each individual community. Yardi® PayScan ensures timely vendor payments, lowers costs, and offers full client transparency.

Performance and Operations Continued

Happy Co Utilized for compliance and documentation, this realtime inspection software is used by the operations team and allows them the ability to inspect, manage and monitor an asset from anywhere in a manner that seamlessly integrates with our operating software.

Popic & Habitat Specialty Residents are auto-enrolled in our damage waiver and personal contents program for a monthly fee, unless they choose to purchase their own renter’s insurance. YES Energy YES Energy provides energy management and utility metering and billing services.

Analytics Analytics is an essential element to a successful digital marketing strategy. Analyzing data patterns and trends helps empower companies to reach their potential customers and targets them in the most efficient and effective ways. CoStar Market Analytics CoStar Market Analytics is the complete solution for Owners, Investors and Lenders, providing a 360° view of the commercial real estate market. Competitive properties, sale comps, lease comps, market trends, economic forecasting and more are provided.

OUR RECIPE FOR SUCCESS | BEZTAK.COM

Marketing Beztak incorporates the following tools to help brand, promote and differentiate each asset in our portfolio.

ActiveDEMAND ActiveDEMAND enables marketers, agencies and businesses to supercharge their marketing efforts through streamlined marketing automation, offering campaign management and attribution reporting while seemlessly integrating with other sales tools.

Knock Knock is an intuitive CRM platform for onsite leasing teams. Knock’s gamified experience drives prospect follow up, leases and renewals. The platform’s built-in AI leasing assistant captures and nurtures prospects from any communication channel (voice, chat, text) 24/7.

ApartmentIQ Apartment IQ is the multifamily industry’s leading market data solution, offering customizable market surveys and automation for over 29 performance metrics, fees, and amenities. The platform is powered entirely by public data, providing accurate and actionable insights.

Matterport Matterport is a service which creates virtual 3D tour videos to post to your website.

Engrain Engrain is a real estate technology company, and works with leading developers in the multifamily, senior living, student housing, single family, and commercial markets. They offer innovative touchscreen, interactive mapping, and data visualization products that are changing the way that people search for and choose their new home.

RENTCafé RENTCafé is a nationwide internet listing service (ILS) that enables renters to easily find apartments and houses for rent throughout the United States.

G5 G5 creates data-driven, performance-focused websites and industry-leading digital advertising that convert interest into action. G5 automates and scales marketing decisions to drive higher occupancy, using AI and multi-touch attribution to find the right renters. Its Smart Digital Advertising optimizes ad spend for high-intent conversions and provides clear insights into campaign performance.

OneDay OneDay builds personal connections through custom video stories.

Spherexx Spherexx designs high-performing property management websites that deliver measurable results. Their expert search engine team drives qualified leads with advanced SEO, targeted ads, and retargeting campaigns. Spherexx’s customizable tools showcase floor plans and amenities, boosting conversions with strategic calls to action. Monthly reporting and consultation ensure ongoing performance optimization.

OUR RECIPE FOR SUCCESS | BEZTAK.COM

Marketing Continued

Updater Updater is a moving application that allows our customers to streamline the process amongst service providers, retailers and businesses. Weblisters Weblisters is a self-posting tool that allows apartment communities to advertise through classified sites, websites, social media, flyers, banners and more.

Welcome Home Welcome Home is the CRM we rely on to streamline senior living marketing and operations. It automates reports, develops workflows, and manages prospect data in real time across devices. With one-touch calls, emails, and texts, it makes communication with seniors, families, and referrers effortless. The platform’s easyto-configure screens and reports provide the insights you need, backed by expert support—ensuring a more efficient, organized, and responsive experience.

Resident Retention High lease renewal rates are the result of satisfied residents. In addition to providing exceptional service and accommodations, effective property management ensures residents are provided the ability to provide feedback about their experience. We employ the following programs to solicit information that helps owners secure long-term residents.

SoCi SoCi is a full service online reputation and social media management solution. It is used to publish top-performing social content across multiple media platforms, coordinate brand-consistent responses to reviews and monitor competitive insights to enhance social reputation.

Widewail Widewail’s automated technology strategically solicits reviews from every customer and resident at the optimal time, boosting the volume, frequency, and quality of online reviews. The Invite™ product sends review requests via SMS, driving more 5-star reviews from satisfied customers. With its ‘set it and forget it’ functionality, site teams can focus on prospects and resident services while the software enhances each property’s online reputation.

OUR RECIPE FOR SUCCESS | BEZTAK.COM

Human Resources Our Human Resources team supports one of the most critical aspects of any company’s success: attracting and retaining the best people. Our HR team members offer invaluable professional knowledge, as well as programs, services and information systems specifically tailored to the unique demands of property management.

Beztak University Beztak University, provided by Yardi® Aspire, is an online learning tool used to educate employees on the platforms we use. Each employee uses Beztak University to take company-assigned, position-specific courses as well as trainings on compliance, safety and company-wide initiatives.

PayScale PayScale is a compensation software and data company which empowers people and employers with fresh, transparent, and validated salary data, easy-to-use software, and services to get pay right under any market conditions.

Paycor Paycor functions as Beztak’s full-service HRIS system and streamlines aspects of the employment experience for associates and managers. This cloud-based system includes full-cycle recruiting and onboarding, performance development, time management and payroll functions.

Asset Engineering Our Asset Engineering team provides property renovation and asset repositioning services. Our in-depth experience with capital project management includes facility renovations/retrofits, process improvements, equipment installations and utility installations and modifications. The division also includes our Facility Directors who oversee maintenance operations on a regional level.

Accounting Beztak’s Accounting team is comprised of accounting, compliance and internal audit experts. Our team of professionals and CPAs offer expertise in financial administration. Utilizing Yardi® property management software, our Accounting team is able to exchange information quickly and securely. On-going software training and Yardi® Help Desk is available to aid on-site property management staff with accounting activities. Debt Logic and FCO Our teams work best when they’re leasing apartments and servicing residents. As a company, we minimize bad debt for all of our clients by leveraging our size to negotiate the best rates with companies beating industry collection averages. The vendor partners integrate with our operating software, sometimes using predictive analytics and automated outreach to maximize recovery efforts through an intelligent data driven system.

OUR RECIPE FOR SUCCESS | BEZTAK.COM

Information Technology Our Information Technology team ensures clients can always access accurate and timely property and portfolio information, provides team members access to a custom property management application environment, and empowers residents with convenient and innovative services and solutions. Our IT team continually researches, develops and implements cutting-edge, scalable and flexible systems to meet the ever-changing demands of business to retain Beztak’s position as an industry leader. Yardi® Help Desk Yardi® Help Desk features experts in property site operations who offer real time assistance with questions, training or issues. By minimizing their attention to IT support, managers can focus on their core business.

Risk Management Our Risk Management team ensures our clients’ physical and financial assets have adequate protection by monitoring compliance and maintaining proper audit controls. Our team defines areas of possible risk and administers programs to eliminate or minimize those risks, including the following services: incident report tracking, monitoring follow-up training and safety meetings, supporting property transitions, conducting unannounced internal audits and overseeing vendor insurance criteria. Great Prairie Risk Management This cost-free service houses all incident reports for the company and each community, with reporting provided as an efficient mechanism to review trends, volume of occurrences and potential liabilities.

OUR RECIPE FOR SUCCESS | BEZTAK.COM

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY TYPE KEY

PROPERTY

LOCATION

1820 South

Mount Pleasant, Michigan

144

AdMo Heights - Phase I** (2018)

Washington, DC

H/U

AdMo Heights - Phase II** (2024)

Washington, DC

H/U

Aldingbrooke - Phase I** (1980)

West Bloomfield, Michigan

280

Aldingbrooke - Phase II** (1984)

West Bloomfield, Michigan

270

Aldingbrooke - Phase III** (1990)

West Bloomfield, Michigan

Aldingbrooke Reserve** (1999)

West Bloomfield, Michigan

All Seasons Ann Arbor** (2020)

Ann Arbor, Michigan

282

All Seasons Ann Arbor - Phase II**

Ann Arbor, Michigan Under Development

All Seasons Birmingham** (2015)

Birmingham, Michigan

S/U

131

All Seasons Delray Beach**

Delray Beach, Florida Under Development

154

All Seasons Naples** (2017)

Naples, Florida

186

All Seasons Oro Valley** (2020)

Oro Valley, Arizona

167

All Seasons Rochester Hills** (2005)

Rochester Hills, Michigan

144

All Seasons West Bloomfield - Phase I** (2013)

West Bloomfield, Michigan

125

All Seasons West Bloomfield - Phase II** (2018)

West Bloomfield, Michigan

Arbor Brook** (2014)

Murfreesboro, Tennessee

360

Arbor Park

Jackson, Mississippi

216

Arbors of Battle Creek

Battle Creek, Michigan

626

Auburn Gate

Auburn Hills, Michigan

584

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

TYPE

UNITS

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY

LOCATION

Avalon at Horn Lake

Horn Lake, Mississippi

232

Baltimore Station- Phase I

Detroit, Michigan

M/U

Bay Crossings

Bay St. Louis, Mississippi

A/G

128

Bayou Landing

Gulfport, Mississippi

200

Bebb Oak

Rochester Hills, Michigan Under Construction

Beech Meadow

Beech Grove, Indiana

272

Blair Park* (1983)

Jackson, Michigan

100

Bennett Pointe

Norwalk, Ohio

100

Bocora*

Boca Raton, Florida Under Development

277

Briar Cove – Phase I** (1989)

Ann Arbor, Michigan

168

Briar Cove – Phase II** (1991)

Ann Arbor, Michigan

104

Brier Creek Terraces* (2001)

Raleigh, North Carolina

410

Bristol Court (1975)

Flint, Michigan

200

Brookdale (1977)

South Lyon, Michigan

264

Cameron Park

Jackson, Mississippi

A/G

168

Caraway Commons

Jonesboro, Arkansas

132

Casa Del Rio (1983)

Peoria, Arizona

149

Cascade Falls

Akron, Ohio

304

Cascades* (1988)

Anaheim, California

292

Cedar Bluff* (1980)

Knoxville, Tennessee

192

Central Park Estates

Novi, Michigan

254

Chatham

Detroit, Michigan Under Construction

102

Citation Club - Phase I** (1990)

Farmington Hills, Michigan

252

Citation Club - Phase II** (1992)

Farmington Hills, Michigan

150

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

TYPE

UNITS

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY

LOCATION

Citation Club - Phase III** (1995)

Farmington Hills, Michigan

198

Citation Club* (1997)

Delray Beach, Florida

404

Citation Club* (1991)

Sarasota, Florida

320

Citation Way* (1990)

Coral Springs, Florida

272

Colonnades* (1991)

Plantation, Florida

230

Colony Pointe

Jackson, Mississippi

152

Concord Towers

Madison Heights, Michigan

177

Creek Club

Williamston, Michigan

196

Cypress Park

Columbus, Mississippi

A/G

144

El Tovar

Detroit, Michigan

Evergreen Park Townhomes & Apartments

Lansing, Michigan

618

Fairfax Crossings

Little Rock, Arkansas

172

Fairmont Park - Phase I** (1978)

Farmington Hills, Michigan

221

Fairmont Park - Phase II** (1980)

Farmington Hills, Michigan

156

Farmington Oaks** (1989)

Farmington, Michigan

106

Ferris Park Towers

Lansing, Michigan

110

Flats at Lancaster

Clarksville, Tennessee

112

Fox and Hounds

Columbus, Ohio

402

Five Points** (2018)

Auburn Hills, Michigan

178

Gateway Apartments I & II* (1979)

Farmington Hills, Michigan

228

Golfside Apartments

Ypsilanti, Michigan

Golf Villas at Oro Valley - Phase I** (1999)

Oro Valley, Arizona

151

Golf Villas at Oro Valley - Phase II** (1999)

Oro Valley, Arizona

130

GoodHomes Detroit

Detroit, Michigan

G/U

128

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

TYPE

UNITS

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY

LOCATION

TYPE

Governours Square

Columbus, Ohio

820

Grand Biscayne

Biloxi, Mississippi

316

Graystone Hills

Jackson, Mississippi

216

Harlo Apartments

Warren, Michigan

262

Hermitage

Indianapolis, Indiana

279

Indigo at 61

Robinsonville, Mississippi

152

Innova*

Novi, Michigan

272

Island Drive

Ann Arbor, Michigan

361

Ivy Chase Apartments*

Raleigh, North Carolina

250

Kensington Manor** (1970)

Farmington, Michigan

160

Lakeside Terraces - Phase I** (1987)

Sterling Heights, Michigan

256

Lakeside Terraces - Phase II** (1989)

Sterling Heights, Michigan

128

Lakeside Terraces - Phase III** (1998)

Sterling Heights, Michigan

114

Lakeside Vintage

Robinsonville, Mississippi

160

La Privada* (1986)

Scottsdale, Arizona

350

Lee Crest

Detroit, Michigan Under Construction

Legacy Place Apartments* (2003)

Palm Beach Gardens, Florida

384

Lexington Village

Madison Heights, Michigan

872

Lifestyle at the Bay

Gulfport, Mississippi

Maple Creek

Sterling Heights, Michigan

104

Maple Grove

Sterling Heights, Michigan

264

Meridian Meadows

Okemos, Michigan

220

Midtown Miami*

Miami, Florida

H/U

538

Miller Crest* (1974)

Johnson City, Tennessee

120

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

UNITS

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY

LOCATION

TYPE

Mission Palms* (1980)

Tucson, Arizona

360

Monark Grove Clarkston

Clarkston, Michigan

148

Muirwood - Phases I-IV** (1976-1986)

Farmington Hills, Michigan

1,172

Muirwood - Phase V** (1986)

Farmington Hills, Michigan

100

Muirwood Enclave** (1999)

Farmington Hills, Michigan

120

Muirwood Reserve** (2001)

Farmington Hills, Michigan

Northbrook & Pinebrook

Ridgeland, Mississippi

340

North Creek Preserve

Warren, Ohio

156

Okemos Station

Okemos, Michigan

112

Oracle Villa* (1976)

Tucson, Arizona

365

Oro Vista** (2007)

Oro Valley, Arizona

138

Oro Vista - New Building**

Oro Valley, Arizona Under Construction

Palm Pointe*

Palm City, Florida

143

Park Pines

Hattiesburg, Mississippi

A/G

Park Trail

Shelbyville, Tennessee

108

Park Village

Athens, Tennessee

Park Wind

Jackson, Mississippi

A/G

112

Parkway

Willoughby, Ohio

112

Piedmont Park

Hattiesburg, Mississippi

A/G

152

Poplar Place Townhomes

Memphis, Tennessee

220

President Madison

Madison Heights, Michigan

272

Riverwalk Pointe

Jupiter, Florida

104

Saddle Creek - Phase I** (1988)

Novi, Michigan

220

Saddle Creek - Phase II** (1989)

Novi, Michigan

180

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

UNITS

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY

LOCATION

TYPE

Sage Apartments - Phase I** (2004)

Phoenix, Arizona

304

Sage Apartments - Phase II** (2024)

Phoenix, Arizona Under Construction

206

Sherwood Heights

Detroit, Michigan

311

Sonoran Terraces* (1986)

Tucson, Arizona

374

Starkweather Lofts

Plymouth, Michigan

G/U

Steeplechase*

Palm Harbor, Florida

112

Stonebridge Manor (1975)

Saginaw, Michigan

174

Stone Crest

Mount Pleasant, Michigan

152

Sunset Cove*

Plantation, Florida

219

The Bank Tower

Southgate, Michigan Under Construction

201

The Barlum

Detroit, Michigan

The Boulevard

Detroit, Michigan

H/U

231

The Brainard

Detroit, Michigan

The Crescent at 161

Walls, Mississippi

352

The Enclave Birmingham** (2024)

Birmingham, Michigan

M/U

The Hamlets at Willoughby

Willoughby, Ohio

243

The Luxe of Southaven

Southaven, Mississippi

A/G

488

The Manchester

Detroit, Michigan

The Obama Building

Detroit, Michigan

The Palms

Detroit, Michigan Under Construction

The Palms at Casselberry

Casselberry, Florida

196

The Pointe at 731

Jackson, Tennessee

The Pointe at Boardwalk

Jackson, Tennessee

The Pointe at Highland

Jackson, Mississippi

152

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

UNITS

RESIDENTIAL MANAGEMENT SERVICES

PROPERTY

LOCATION

TYPE

UNITS

The Pointe at Ridge Cove

Jackson, Tennessee

136

The Pointe at Westland

Cleveland, Tennessee

The Residences at NEWCITY

Chicago, Illinois

H/U

199

The Retreat at Maumelle

Little Rock, Arkansas

120

The Retreat at Sherwood

Sherwood, Arkansas

216

The Tremont

Madison Heights, Michigan

The Waterford

Toledo, Ohio

154

The Woods*

Austin, Texas

278

Timber at the Bay

Gulfport, Mississippi

208

Town Court** (2021)

West Bloomfield, Michigan

192

Trilogy Apartments

Belleville, Michigan

620

Trio

Rochester Hills, Michigan Under Construction

125

University Inn*

Ann Arbor, Michigan Under Development

185

Uptown Ann Arbor** (2021)

Pittsfield Township, Michigan

195

Uptown Canton** (2005)

Canton, Michigan

504

Uptown Canton - Phase IV** (2021)

Canton, Michigan

152

Valley View Estates

Council Bluffs, Iowa

258

Walden Wood (1986)

Southfield, Michigan

210

Waters Edge

Lansing, Michigan

120

Waves - Phase I* (1986)

Plantation, Florida

280

Waves - Phase II* (1989)

Plantation, Florida

208

Willowood

Eastlake, Ohio

158

Winners Circle* (1991)

Parkland, Florida

396

Woodward West

Detroit, Michigan

G/M

204

TOTAL UNITS MANAGED: +/-35,000

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

OFFICE & RETAIL MANAGEMENT

PROPERTY TYPE KEY

I - Industrial | O - Ofﬁce | P - Parking | R - Retail | U - Urban Mixed Use

*Developed and Currently Owned By Beztak | Year Opened Listed in Parentheses

PROPERTY

LOCATION

TYPE

SQ.FT.

5700 Woodward

Detroit, Michigan Under Construction

5,000

Admo Heights*

Washington, DC

9,600

Applegate Square* (1977)

Southﬁeld, Michigan

54,196

Bayshore Gardens (1990)

Bradenton, Florida

126,295

Bonaventure Plaza* (1978)

Bloomﬁeld Hills, Michigan

5,072

Boardwalk* (1982)

West Bloomﬁeld, Michigan

40,000

Brookdale Square* (1988)

South Lyon, Michigan

51,500

Brown Road (1987)

Auburn Hills, Michigan

49,000

Buhl Building (Ofﬁce)

Detroit, Michigan

422,000

Carrefour* (1983)

Farmington Hills, Michigan

78,700

Century Plaza* (1978)

Troy, Michigan

36,135

Charleston Urban

Charleston, South Carolina

18,334

Farmington Oaks (1989)

Farmington, Michigan

10,000

Griswold/Larned Lot

Detroit, Michigan

49,788

Griswold Parking Garage

Detroit, Michigan

201,600

Hills Tech Park* (1989)

Farmington Hills, Michigan

68,500

Kercheval Plaza (1948)

Grosse Pointe, Michigan

7,500

Muirwood Square* (1981)

Farmington Hills, Michigan

61,454

NottingHill Village*

Shelby Township, Michigan

14,000

Novaplex

Novi, Michigan

245,000

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

OFFICE & RETAIL MANAGEMENT

PROPERTY

LOCATION

TYPE

SQ.FT.

Shelby Lot

Detroit, Michigan

4,800

Sugar Tree Square* (1984)

West Bloomﬁeld, Michigan

38,102

The Shops at Oro Vista* (2006)

Oro Valley, Arizona

30,000

Tri-Atria (1987)

Farmington Hills, Michigan

240,000

Tri-Atria Shopping Center (1990)

Farmington Hills, Michigan

15,250

Troypointe (1973)

Troy, Michigan

24,637

Troywood (1971)

Troy, Michigan

14,712

Uptown* (2005)

Canton, Michigan

15,000

Uptown Ann Arbor* (2021)

Pittsﬁeld, Michigan

17,280

Venture Plaza (1988)

Troy, Michigan

65,000

Vero Beach Shopping Center (1989)

Vero Beach. Florida

110,000

Waterford Plaza (1977)

Waterford, Michigan

42,728

TOTAL SQUARE FOOTAGE: 1,889,391

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

LOT DEVELOPMENT & HOUSE/CONDOMINIUM SALES

PROPERTY

LOCATION

UNITS

Addington Park

Novi, Michigan

147

Aldingbrooke Condominiums

West Bloomﬁeld, Michigan

101

Arbors of Lyon

Lyon Township, Michigan

Arden Glen

Novi, Michigan

Broadmoor Park-Phase I

Novi, Michigan

Broadmoor Park-Phase II

Novi, Michigan

Broadmoor Park-Phase III

Novi, Michigan

Brookﬁeld Homes

South Lyon, Michigan

Canford Park

Canton Township, Michigan

Cove Creek Condominiums

Farmington Hills, Michigan

Dunbarton Homes I, II & III

Novi, Michigan

341

Laurel Gardens

Ann Arbor, Michigan

103

Meadow Valley

South Lyon, Michigan

Merriwood Park

Livonia, Michigan

106

North Broadmoor

White Lake Township, Michigan

Palm Pointe

Palm City, Florida

143

Roma Ridge

Novi, Michigan

Royal Crown-Phase I-IV

Novi, Michigan

288

Sahara Palms

Tucson, Arizona

Sonoran Palms Condominiums

Tucson, Arizona

Steeplechase

Palm Harbor, Florida

112

Summerset Homes

Tucson, Arizona

Sunset Cove

Plantation, Florida

219 TOTAL UNITS: 2,401

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

SENIOR LIVING PROPERTIES

PROPERTIES

UNITS

All Seasons Naples

187 (100 IL, 62 AL, 25 MC)

All Seasons Oro Valley

171 (88 IL, 20 IL Casitas, 40 AI, 23 MC)

All Seasons Ann Arbor

200 (156 IL, 44 IL Cottages)

All Season Birmingham

131 (131 IL)

July 2015

All Seasons West Bloomﬁeld

156 (156 IL)

August 2013

All Seasons Rochester Hills

144 (144 IL)

2004

Monark Grove Clarkston

148 (77 IL, 48 AL, 23 MC)

2022

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

OPENED/OPERATED January 2018 September 2020 January 2021

RESIDENTIAL MANAGEMENT SERVICES PROPERTIES CURRENTLY UNDER BEZTAK

Main Office Regional Office Managed Sites

MULTIFAMILY • Urban

• Senior Living

• Garden

• Suburban

• Student

• Midrise

• Market Rate

• Affordable

• Hi-Rise

ALABAMA • ARIZONA • ARKANSAS • FLORIDA • ILLINOIS • INDIANA • IOWA • KENTUCKY • MICHIGAN • MISSISSIPPI • OHIO • TENNESSEE • WASHINGTON DC

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

CLIENT REVIEWS See why our clients are growing with us BOB FABER, ASSET MANAGER

“After spending 6 months thoroughly researching management companies, it was obvious to us to select Beztak. Within the ﬁrst year, they improved marketing, accounting, site management and maintenance, collections and dramatically enhanced performance of the portfolio. Their expertise and integrity has been invaluable. The best real estate decision we have ever made was selecting Beztak to manage our portfolio.”

GREG AND NICOLE SCOTT, DRIVE HOME CAPITAL

“After a months-long search for property management, we chose Beztak to manage our portfolio of multifamily properties. We were impressed by their talented management team, cohesive infrastructure, and a corporate culture of high integrity. After three years working with Beztak we are thrilled that we made that decision. Beztak has been an excellent partner in helping us grow our business.”

ANDREW SHERMAN, SENIOR MANAGER ASSET & BUSINESS DEVELOPMENT

“We greatly value our relationship with Beztak and the team of professionals supporting our properties. They provide valuable insight based on their vast experience and market knowledge. They are proactive in identifying opportunities and implementing solutions resulting in satisﬁed residents and high-performing assets.”

Award Winning Beztak is the proud recipient of two national awards for four consecutive years, earning our clients’ trust through dedication, innovation and performance.

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

2025

PROFESSIONAL REFERENCES

CONTACTS

Let our references speak for us. A business can be measured by the success and happiness of their clients. Please feel free to contact the following individuals to learn about their experience with Oakland Management Corp.

PHILIP BRAUNSTEIN, WEXFORD REAL ESTATE INVESTORS LLC Office: 561-273-8613 Cell: 917-608-0661 Email: pbraunstein@wexfordrei.com

ANDREW SHERMAN, THE PLATFORM 2937 E. Grand Boulevard, Detroit, Michigan 48202 Office: 313-446-8782 Cell: 248-318-2220 Email: asherman@theplatform.city

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Sam Beznos CEO, PARTNER

DUTIES AND RESPONSIBILITIES

• In charge of all management, asset management and rehabilitation of existing apartment and retail portfolios throughout the country • Oversees all new acquisitions and development opportunities for Beztak

KNOWLEDGE, SKILLS AND EXPERTISE

• Specializes in land development and property rezoning • Strategic planning and risk evaluation • Experienced in financial modeling and valuation analysis

EDUCATION

• Master of Science in Real Estate with Distinction, New York University • Bachelor of Arts with Distinction, University of Michigan

QUALIFICATIONS/AWARDS • Licensed Real Estate Broker: Alabama Arizona Arkansas District of Columbia Florida Georgia Illinois Indiana Kentucky

Michigan Mississippi Ohio Oklahoma South Carolina Tennessee

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Paola Luptak PARTNER

DUTIES AND RESPONSIBILITIES •

Managing Partner of South Florida Division of Beztak Land Company

•

Lead person for all new development activities and all acquisitions

•

Negotiation and acquisition of land for new development, overseeing all municipal approvals leading to building permits, construction and final leasing and/or sale of projects

EDUCATION •

Bachelor of Arts, University of Michigan

•

Juris Doctor, University of Detroit School of Law

•

Master of Law, Real Property Development and Finance, University of Miami School of Law

QUALIFICATIONS/AWARDS •

Member of the Michigan and Florida Bar

•

Active Partner of Beztak

•

Counsel to the law firm of Evans & Luptak, P.L.C.

•

Active in acquisitions and development in the southeast region

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Markus Jakobson PARTNER

DUTIES AND RESPONSIBILITIES •

Oversees The Beztak Companies’ multi-family residential and commercial/retail portfolio, with emphasis on the southeastern market

•

Actively involved in real estate development from acquisition, planning, development, through the construction, sales and management of the various projects

•

Based in the companies’ South Florida ofﬁce located in Boca Raton, Florida

KNOWLEDGE, SKILLS AND EXPERTISE •

Areas of expertise include corporations and all areas of commercial and residential land closings, including title insurance, ﬁnancing issues and contract negotiations

EDUCATION •

Juris Doctor, University of Louisville

•

Master of Law, Real Estate and Finance, University of Miami School of Law

QUALIFICATIONS/AWARDS •

The Journal of Law and Education, Editor, University School of Law

•

Member of the Florida Bar Association

•

Licensed Real Estate Person

•

Fluent in Estonian

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Elizabeth Carlson McCririe CHIEF OPERATING OFFICER DUTIES AND RESPONSIBILITIES •

Responsible for all residential and commercial operations and related support departments

•

Direct oversight of all management company personnel

•

Acquisitions and new business development

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 35 years of experience with direct oversight of over 100,000 units across the country in all markets and specializing in all areas of property management including condo management, senior living, class A, B and C urban and garden multi-family residential, ofﬁce, commercial, corporate suites, parking garages, tax credit and affordable communities

•

Directly involved in multiple lease ups, renovations and re-positions of over $2,000,000,000 in acquisitions

EDUCATION •

Bachelor of Arts, Western Michigan University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Sarah Oglesby-Battle PRESIDENT OF OPERATIONS DUTIES AND RESPONSIBILITIES •

Oversight of operations including all residential divisions, senior living, third party management and company owned communities

•

Actively involved in recruiting and building third party management business

KNOWLEDGE, SKILLS AND EXPERTISE •

Areas of expertise include multi-family residential, senior living and commercial real estate management

•

Strong knowledge of valuation analysis and property ﬁnancial analysis

•

Proven success managing product for multiple owners and interested parties with varying goals and targets

•

Directed a 40,000 unit transition to Yardi

•

Over 25 years of experience managing portfolios nationwide in all asset classes, with a peak total above 40,000 units

•

Extensive direct oversight of multi-million dollar renovations with a focus on repositioning assets

QUALIFICATIONS/AWARDS •

Licensed Real Estate Salesperson - Arizona

•

Licensed Real Estate Salesperson - Michigan

•

Recipient - Property Supervisor of the Year 2005, Arizona Multi-Housing Association

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Andrea Staton

VICE PRESIDENT OF OPERATIONS, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Direct oversight of over 7,000 multi-family third party managed units across the Midwest and Southeast Regions

•

Development and implementation of best practices for operations, leasing, marketing, and maintenance

•

Responsible for acquisitions and dispositions throughout portfolio to include due diligence and onboarding a team for overall success

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 22 years of experience in multi-family property management to include oversight of conventional, senior and LIHTC/HUD communities

•

Preparation of operating budgets to ensure occupancy and expense goals are met, increasing revenue and maximizing NOI

•

Expertise in cultivating a strong, cohesive team, leading to low turnover and meaningful growth for existing associates. Ensures the right talent is brought in to support knowledge sharing and effective succession planning.

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jodie Blakemore

PRESIDENT OF ACCOUNTING, TAX AND STRATEGIC SERVICES DUTIES AND RESPONSIBILITIES •

Oversees accounting, budgeting, ﬁnancial reporting, year end audits, taxation, risk management and internal audit

•

Over 20 years experience in Real Estate

•

20 years experience in Property Management

•

6 years experience in Public Accounting

KNOWLEDGE, SKILLS AND EXPERTISE •

Direct accounting oversight of over 100,000 units across the country for individual, family and institutional owned assets

•

Year end oversight of over 150 year end audits and tax returns with third party CPA ﬁrms

•

Leader in new asset acquisition transitions

•

Over 20 years experience in Yardi, MRI and Skyline property management software systems

•

Over 15 years experience in real estate development and construction

EDUCATION •

Bachelor of Science in Business Administration; Accounting Major (Summa Cum Laude), Central Michigan University

•

Master of Business Administration; Accounting/Finance Focus (Summa Cum Laude), Wayne State University

QUALIFICATIONS/AWARDS •

Certiﬁed Public Accountant

•

Member of American Institute of Certiﬁed Public Accountants

•

Member of Michigan Association of Certiﬁed Public Accountants

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jonathan Wood

EXECUTIVE VICE PRESIDENT OF FINANCE DUTIES AND RESPONSIBILITIES •

Responsible for raising internal or external equity and securing debt capital from public and private capital markets

•

Manages acquisitions, dispositions, joint ventures and capitalization of the company’s real estate pursuits in conjunction with general counsel, outside lawyers, ﬁnancial brokers, and third-party consultants

•

Sets the company’s investment and capital structures, creates and recommends capital structures, equity promotes, waterfalls, cash ﬂow projections and capital raises for the company and its real estate developments and investments

•

Directs the ﬁnancial planning and prioritization processes, communicating with company owners and executives on key ﬁnancial metrics

•

Performs and manages ﬁnancial analysis, planning, budgeting, valuation and asset management of the company’s development pipeline and portfolio of assets

•

Oversees all ﬁnancial matters for the company, reporting directly to CEO and partners

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 25 years in real estate capital markets and development

•

Equity and debt capitalization

•

Multifamily, student housing and mixed-use

•

Acquisitions, ground-up development, zoning/entitlements, design/development

•

Private equity funds

EDUCATION •

Bachelor of Business Administration, Finance Michigan State University, East Lansing, MI

QUALIFICATIONS/AWARDS •

Urban Land Institute, Member

•

National Multi Housing Council, Member

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Danette Stenta

EXECUTIVE VICE PRESIDENT OF MARKETING DUTIES AND RESPONSIBILITIES •

Oversee marketing team and all marketing platforms for both multi-family and senior living verticals

•

Research and identify solutions to execute successful marketing, advertising and leasing strategies. Special focus on cutting-edge technologies both within and outside the industry

•

Establish marketing product stacks customized for individual properties and unique challenges and goals

•

Manage overall brand development and maintain brand identity for corporate and individual residential apartment websites and marketing and advertising materials

•

Develop pre-construction marketing materials including interior and exterior property renderings, ﬂoor plans, website, brochure and other appropriate marketing materials

•

Audit and evaluate marketing mix of operating properties and create speciﬁc strategies and recommendations for negative trending assets

•

Enhance resident retention efforts

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 30 years of experience in marketing, advertising and training, for class A, B and C urban and garden residential apartments, corporate suites and senior living communities

•

Marketing software: Yardi/RentCafe, Real Page Knock (CRM), prospect and resident chat and voice AI, SOCi, Community Rewards, Opiniion, Residesk, Engrain, Matterport, Updater and Meltwater

•

Brand development, management and lease up strategy

•

Part of the executive team that led the company to NMHC recognition as a Top 50 Manager and US Best Managed Company, sponsored by Deloitte Private and the Wall Street Journal for multiple and consecutive years

EDUCATION

•

Bachelor of Arts, Michigan State University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Sarah Girand

EXECUTIVE VICE PRESIDENT, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversight of Beztak multi-family third party managed properties throughout the United States totaling over 11,000 units

•

Development and Implementation of best practices for operations, leasing/marketing and maintenance

•

Focused on team talent growth and mentoring

•

Oversight of all levels of property performance including day to day operating procedures, ﬁnancial reviews, marketing strategy, budget development, and potential for renovation/repositioning with all associated capital expenditure controls

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 25 years of expertise in multi-family property and asset management for both public traded REIT, 1031 Investment Program, and privately owned portfolios of over 20,000 units throughout the United States

•

Expertise in acquisitions and dispositions of properties including due diligence, proformas and evaluations

•

Expertise in ground up development projects as well as large repositioning of properties

•

Expertise in property strategy including tailored operating procedures by property type, ﬁnancial reviews, budget development, review of property renovations and repositioning potential

•

Expertise in rolling out concurrent initiatives and business process improvements company wide including: BI initiatives, AI initiatives, revenue management, and smart technology

EDUCATION •

Bachelor of Arts in Business Administration, Dance, Oakland University

QUALIFICATIONS/AWARDS •

Michigan Real Estate License

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Dan McCoubrey

EXECUTIVE VICE PRESIDENT, RESIDENTIAL MANAGEMENT DUTIES AND RESPONSIBILITIES •

Oversight of all Beztak owned assets throughout the U.S., totaling over 7,000 units

•

Directly responsible for all maintenance contracts for the residential management division

•

Works alongside our design, construction, operations, and marketing teams in new business developments

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 27 years of experience in property management,from day-today community operations to complete corporate oversight

•

Areas of expertise include both multi-family residential and commercial real estate management

•

Experienced in managing multi-million-dollar renovations and capital improvements

•

Responsible for preparation of operating budgets, ensuring monthly occupancy and delinquency goals are met, growing revenue, and controlling expenses to maximize cash ﬂow potential

•

Strong knowledge of valuation analysis and ﬁnancial analysis

•

Proven success managing large portfolios with multiple owners

•

Builds and maintains vendor connections

EDUCATION •

Bachelor of Business Administration, Business Management, Eastern Michigan University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jason Kohler

EXECUTIVE VICE PRESIDENT, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Leads our best-in-class senior living division for Beztak, including our All Seasons brand

•

Works alongside our design, development, operations, and marketing teams to create world class service and accommodations for seniors

•

Responsible for the growth of our senior living portfolio and exceeding stakeholder expectations

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of progressive, seniors housing experience, from dayto-day community operations to complete corporate oversight

•

Ability to scale operations, systems and personnel to meet growing portfolio demands

•

Adept at handling investor relations, developing third party management relationships, coordinating new community onboarding and lease up of new developments

EDUCATION •

Bachelors of Science, Health Services Administration

•

Masters, Business Administration

•

Graduate Certiﬁcate in Long Term Care Administration

QUALIFICATIONS/AWARDS •

Licensed Nursing Home Administrator

•

Advisor, University of Florida’s Lifestyle Community Management degree program

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Adam Snyder

SENIOR VICE PRESIDENT, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Direct oversight of the senior living portfolio with locations in Michigan, Arizona and Florida

•

Actively involved in current and future growth of the senior living portfolio

KNOWLEDGE, SKILLS AND EXPERTISE •

20 years of experience in the senior living industry

•

Multi-site/multi-state senior living executive oversight for more than 1,500 units including: continuing care retirement communities, independent living, assisted living, memory care and assisted housing

•

10 years experience in the hospitality sector including country clubs, retail, ﬁne dining restaurants and catering

•

Strong operational experience with special focus on performance improvement, ﬁnancial operations, census optimization, resident satisfaction and employee engagement

QUALIFICATIONS/AWARDS •

Certiﬁed Assisted Living Director

•

Certiﬁed Assisted Housing Manager

•

Post Acute Industry - Spirit of Innovation Award Winner (2013)

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Ward Bell

SENIOR VICE PRESIDENT OF CONSTRUCTION DUTIES AND RESPONSIBILITIES •

Manage and oversee design and construction for all of Beztak’s multi-family, senior housing and commercial property markets throughout the United States

•

Responsible for all ground-up development of new commercial, residential and senior housing communities as well as renovation and rehab of existing assets

•

Diversify Beztak’s presence and provide strategic leadership to meet the company’s goals and vision

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of demonstrated history in the construction and real estate industry

•

Expert in multi-family including market rate apartments, affordable housing, senior housing, condos and student housing

•

Day-to-day management of design, preconstruction, value engineering, contracting, operations and development

•

Strong leadership, organizational, real estate, communication, relationship management, financial and negotiation skills

•

Brings a passion for mentoring and leading teams for success along with substantial experience in multifamily development and construction

EDUCATION •

Bachelor of Science, Construction Management, Ferris State University

•

MBA, Strayer University

QUALIFICATIONS/AWARDS •

State of Florida Builders License

•

State of Michigan Builders License

•

State of Arizona Builders License

•

Loudoun 40-under-40

•

Trainer for AIA Continued Education Certification for Light Gauge Framed Buildings

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Alex Wancier

VICE PRESIDENT, COMMERCIAL DIVISION DUTIES AND RESPONSIBILITIES •

Leasing and operational oversight for Beztak’s commercial portfolio, including ofﬁce, retail and industrial assets

•

Oversight of the Beztak commercial operations team

•

Commercial acquisitions and new business developmen

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 18 years experience in commercial real estate, including ﬁnance, brokerage and operations

•

Extensive experience in repositioning distressed ofﬁce and retail properties

•

Operated and marketed the sale of commercial properties in markets ranging from south Florida to western Montana

EDUCATION •

Bachelor of Arts in Political Science, Emory University

•

MBA with specialties in ﬁnance, consulting and MIS, University of Georgia’s Terry College of Business

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Chasity Blackburn VICE PRESIDENT, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversight of 5500 units in the Southeast

•

Managing a third party portfolio of diverse assets including affordable and market rate

•

Best practices in the areas of leasing, budgeting, marketing, and compliance

KNOWLEDGE, SKILLS AND EXPERTISE •

23+ years in property management with an emphasis on affordable housing, market rate, value ad and lease ups

•

Due diligence, property dispositions, expert in regulatory compliance and REAC inspection readiness

•

Dedicated to maintaining high standards while delivering quality housing solutions

•

Expert level in revenue management, collections, and capital needs

EDUCATION •

Associates in Visual Communications, Ivy Tech

QUALIFICATIONS/AWARDS •

CPM candidate, IREM

•

COS

•

CPO

•

CAM

•

2020 Memphis Apartment Association, Person of the Year

•

Soldier Angels active volunteer

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Lisa Golden VICE PRESIDENT OF HUMAN RESOURCES

DUTIES AND RESPONSIBILITIES •

Responsible for all areas within human resources including talent acquisition, strategic staff planning, compensation, health & welfare beneﬁts, retention, performance development, and employee relations

•

In collaboration with the leadership team, responsible for developing and executing the organizations strategies

•

Lead the human resources team ensuring compliance with employment laws, company programs & policies, and positive operational partnerships

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of experience in human resources, concentrated in high-growth organizations

•

Directly involved in developing and executing strategies, programs and operational change essential to support business initiatives

•

10+ years’ experience and a proven HR leader and collaborator, focused on professional development, change management, and implementation of process & system efﬁciencies

•

Strong problem solver able to translate vision into actionable and effective value-added goals

EDUCATION •

Oakland University and DePaul University College of Commerce, studies focused in Human Resources & Communications

•

Human Resources Management Certiﬁcation, University of California Santa Barbara

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Peter L. Odorico

VICE PRESIDENT OF DEVELOPMENT & ACQUISITIONS DUTIES AND RESPONSIBILITIES •

Sourcing and acquiring new development opportunities and sites for the company

•

Evaluating development and acquisition opportunities and opening up new geographic areas for the company

•

Conceiving, creating and implementing the development concept and plan

•

Overseeing the overall development process, including project conception, ﬁnancial analysis, selection and management of third party professionals, through project completion

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 35 years of development experience as a partner with the Trammell Crow Company, as owner and founder of his own development company, and as a Senior level executive with the Arvida Company

•

Broad range of development experience across multiple product types, including multi-family, luxury condominiums and single family gated communities, retail, ofﬁce and industrial product

•

Sourcing equity from multiple institutional equity sources as development partners, including well-known pension fund advisors and other equity funds, and overseeing the development and management relationship with them

EDUCATION •

Bachelor of Science, the U.S. Military Academy, West Point

•

Master of Business Administration, Stanford University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Erik Prater

GENERAL COUNSEL DUTIES AND RESPONSIBILITIES •

Provides legal and general guidance with respect to acquisition, disposition, development, and leasing of real estate, ﬁnance transactions, construction projects, joint ventures, and general corporate and employment law

KNOWLEDGE, SKILLS AND EXPERTISE •

Over twenty years of experience in real estate, construction, and bank and ﬁnancing law, for projects as diverse as independent living and assisted living facilities, apartment complexes, retail centers, ofﬁce buildings, condominiums and subdivisions, religious buildings and houses of worship, higher education facilities, and light industrial facilities

•

Managed the day-to-day operations of a mid-sized construction company with projects across multiple states

EDUCATION •

Bachelor of Arts, Michigan State University

•

Juris Doctorate, Magna Cum Laude, Wayne State University School of Law

QUALIFICATIONS/AWARDS •

Licensed Residential Builder in the State of Michigan

•

Recognized by Michigan Super Lawyers, The Best Lawyers in Detroit and Chambers USA in Real Estate Law and Banking and Finance Law

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Leigh Berkhoel

EXECUTIVE DESIGN PROFESSIONAL DUTIES AND RESPONSIBILITIES •

Create Innovative, functional and aesthetic designs that set the standard for residential living, help boost productivity, increase sales, attract customers, enhance living spaces and add value

•

Design, furnish and accessorize models, community buildings and other residential buildings

•

Ability to take a design from concept to completion and assist in the preparation of FF&E budgets and presentation drawings, oversee installations and respond to RFI’s in a timely manner

•

Deﬁne project requirements and develop design criteria

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 of experience in both residential and contract design, as well as visual merchandising

•

Skilled in budget management and value engineering product selections

•

Expertise in specifying building ﬁnishes, furnishings, and accessorizing environments

QUALIFICATIONS/AWARDS •

Bachelor of Fine Arts in Interior Design, Rocky Mountain College of Art and Design

QUALIFICATIONS/AWARDS •

HGTV Design Finals, Premiered January 2005

•

Corporate Events Specialist

•

Workplace Advisory Consultant

•

Design Manager

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Zachary Weiss

ASSISTANT VICE PRESIDENT OF DEVELOPMENT & ACQUISITIONS DUTIES AND RESPONSIBILITIES •

Responsible for sourcing new acquisition and development opportunities across the United States and managing in-house development opportunities and special projects

•

Responsible for developing and implementing business plans and design strategies and concepts for new opportunities

•

Manages local and municipal approval processes

•

Responsible for sourcing and vetting institutional and joint venture equity partners and for organizing capital structure on acquisition and development opportunities

•

Coordinates decision-making and consensus between partners and ﬁnancing, operations, marketing, and construction departments

•

Oversees management of acquisitions and development pipeline, as well as special projects

KNOWLEDGE, SKILLS AND EXPERTISE •

Oversaw development of over $400 million worth of multifamily mixed-use and senior housing projects

•

Broad range of real estate experience, covering operations, ﬁnance, and development

•

Emphasis on property operations, design, market analysis and ﬁnancial feasibility

•

Two decades of experience in various aspects of the real estate industry, including at local and national ﬁrms related to real estate development and real estate ﬁnance.

•

Additional expertise in mortgage loan underwriting for Fannie Mae, Freddie Mac, FHA, CMBS, and Life Insurance Companies

•

Underwrote over $500 million in closed sales transactions

EDUCATION •

Bachelor’s Degree in Economics, University of Michigan

•

Bachelor’s Degree in History, University of Michigan

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

CORPORATE OFFICE

REGIONAL OFFICES

MICHIGAN

SOUTHEAST

Farmington Hills, Michigan 48334

Boca Raton, Florida 33431

31731 Northwestern Highway, Suite 250W 248-855-5400

1800 NW Corporate Boulevard, Suite 100 561-443-4300

SOUTHWEST

10950 North La Canada Drive Tucson, Arizona 85737 520-498-0098

beztak.com

Rebecca Carter

DIRECTOR OF LEARNING AND EMPLOYEE DEVELOPMENT DUTIES AND RESPONSIBILITIES •

Responsible for system-wide development and ongoing management and implementation of Beztak’s Learning strategies, initiatives and programs aimed at building organizational capability and a learning enabled culture

•

Partner with leaders across the organization to leverage the science of learning to drive results and promote Beztak’s brand as an organization that values employee development

•

Drive change by transforming learning goals, enabling team members to thrive, developing mindsets and capabilities, helping teams perform in their current roles successfully and adapt to future changes with ease

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of experience in learning and organizational development, talent management, leadership development, change management, coaching and performance, instructional design and consulting while promoting an inclusive, engaging and positive culture where all team members may thrive

•

Areas of expertise include adult learning and leadership development, organizational development, coaching, sales and marketing, diversity, equity & inclusion, career development, needs assessment/gap analysis

EDUCATION •

Bachelor of Science, Communication and Journalism, Western Michigan University

•

Master of Education, Adult Education and Training, Grand Valley State University

•

Doctorate of Education (abd), Adult Education/Curriculum Development and Instruction, University of Cincinnati

QUALIFICATIONS/AWARDS •

Organizational Development and Executive Coach

•

Diversity, Equity and Inclusion Program Certiﬁcates (2020, 2023)

•

Association for Talent Development Certiﬁcate (2015)

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Stephanie Cohan REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Currently overseeing a diverse portfolio of multifamily assets across southern Mississippi, totaling 1,600 units spanning both market-rate and affordable housing

•

Recruiting, training, and mentoring site-level staff to uphold company standards and drive performance in line with ownership objectives

•

Monitoring vacancy loss, expense control, and operational metrics to ensure each property performs at peak potential

•

Maintaining asset integrity through proactive management, compliance adherence, and collaborative vendor partnerships

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of experience managing Class A, B, C multifamily, residential, and affordable housing properties across the Southeast—including Mississippi, Louisiana, Tennessee, Alabama, and Florida

•

Well-versed in affordable housing programs including Section 42, HOME, and PSH

•

Detail-oriented in meeting state requirements and NSPIRE inspection standards

•

Successfully led teams of up to 60 members while overseeing portfolios of up to 2,600 units

•

Effective at revitalizing underperforming assets to boost property cash flow and long-term value

•

Proven leader in team building, driving performance across compliance, collections, and occupancy

•

Financially savvy negotiator with a strong track record in vendor relations and cost-effective contract management

QUALIFICATIONS/AWARDS •

Housing Credit Certified Professional

•

Certified Occupancy Specialist

•

Fair Housing compliance

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Joe Del Serrone

SR. DIRECTOR OF BRAND MANAGEMENT, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Lead world-class brand initiatives to ensure a consistent and compelling brand experience globally across the All Seasons communities

•

Assist with new developments and lead the training process for executive directors and key positions

•

Work with Beztak partners as a key contributor to the awareness of the All Seasons brand

•

Oversee the life enrichment program throughout the All Seasons portfolio

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of international hospitality experience in hotel general management and property management with an expertise in customer service

•

Responsible for the opening and lease-up of All Seasons of Birmingham while building and leading a top-performing team, optimizing resident satisfaction, overseeing daily operations and achieving 100% physical occupancy

•

Extensive experience in hotel management and proven track record of exceeding budgeted GOP by maintaining a high ADR and reducing operating expenses

•

Property management of Class A apartment communities with demonstrated experience in maximizing revenue and proﬁt growth by exceeding occupancy and budgeted goals

•

Direct oversight of multi-unit residential communities with an expertise in creating budgets and improving workﬂow efﬁciency while decreasing operating costs

EDUCATION •

Sapienza Università di Roma, Italy

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Erica Dovitz

ASSISTANT VICE PRESIDENT OF MARKETING DUTIES AND RESPONSIBILITIES •

Responsible for overseeing the digital marketing efforts companywide

•

Manage the creation of full website design with outside design companies

•

Oversee the copy writing for websites and ensure content is monitored and updated regularly and as needed

•

Monitor Google Analytics and backend website analytics with the assistance of contracted vendors, ensuring successful campaigns

•

Manage, analyze, and execute implementation of SEO/SEM strategy – keeping pace with industry trends

•

Assure that the company stays on the cutting edge for all digital programs, software, and system integrations

•

Support sales and lead generation efforts

•

Present digital health analysis and recommendations to ownership and/or owner representatives

•

Craft and distribute corporate and property related press releases

•

Oversee the senior living Digital Marketing Manager

•

Direct the expansion of the senior living digital marketing effort using state-of-the-art systems

KNOWLEDGE, SKILLS AND EXPERTISE •

12+ years experience in digital marketing and communications

•

Areas of expertise include website production and design, copywriting, branding, social media, and public relations

•

Management, design, and production of responsive websites

•

Management, design, and production of marketing materials including brochures, videos, and stills

•

Adobe Creative Cloud Suite

EDUCATION •

Bachelor of Arts, Western Michigan University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jerald Dunham

REGIONAL FACILITIES DIRECTOR, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Ensure execution of service-oriented brand standards across all communities

•

Responsible for managing asset preservation and resident satisfaction related to maintenance

•

Support all service operations including vendor relations

•

Oversee capital project planning and execution

•

Accountable for training and on-boarding education of service teams

•

Execution and completion of appropriate preventative maintenance plans

QUALIFICATIONS/AWARDS •

Over 25 years of experience in senior living facilities maintenance

•

10 years of experience in regional facilities maintenance

•

Over 20 years of experience as a licensed residential builder - Michigan

•

Awarded Corporate Director of the Year on two different occasions

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jami Fields

SENIOR REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversee portfolio of nine multifamily assets throughout Kentucky, Illinois and Indiana

•

Recruit and build strong teams to ensure stabilization and proﬁtability of the communities

KNOWLEDGE, SKILLS AND EXPERTISE •

19 years of experience in managing a diverse portfolio of properties

•

Extensive experience mentoring and developing associates

•

Experienced in managing A, B and C properties throughout the mid-west and southeast with a focus on repositioning underperforming assets

•

Proven success in increasing market rents, controlling expenses and overall increasing NOI

•

Successfully executed strategic collection campaigns to decrease delinquency and maximize income month over month

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Priscilla Garcia

REGIONAL MANAGER, RESIDENTIAL MANAGEMENT DUTIES AND RESPONSIBILITIES •

Direct portfolio oversight of multi-family units in Arizona and Tennessee

KNOWLEDGE, SKILLS AND EXPERTISE •

15+ years’ experience in the property management industry

•

Specializes in multi-family portfolios

•

Direct oversight of multi-million dollar renovations

•

Experience with range of assets including HOA, market rate and affordable housing

•

Strength in administration, personnel, budgeting, occupancy control, compliance and relations

•

Fluent in Spanish

QUALIFICATIONS/AWARDS •

Licensed Real Estate Salesperson – Arizona

•

Operational Excellence Award 2014

•

Management Associate Award 2014

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Matt Gatewood

SENIOR REGIONAL MANAGER, RESIDENTIAL MANAGEMENT DUTIES AND RESPONSIBILITIES •

Lead, elevate, and drive success across 3,000+ unit flagship portfolio of multifamily communities

•

Develop, implement and achieve annual community budgets

•

Full P&L responsibility for all communities

•

Establish written goals for each community to achieve in every area of operation

•

Oversee facility management and capital expenditures

•

Support community teams in all aspects of property management operations

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 25 years of experience in multifamily property management and senior living development

•

Track record of overseeing multifamily and senior living portfolios across multiple states, consistently increasing revenue and delivering NOI growth

•

Transformational leader who builds high-performing teams, strengthens investor confidence, and drives strategic growth

•

Portfolio & Asset Management

•

P&L Oversight & NOI Growth

•

Team Leadership & Talent Development

EDUCATION •

Bachelor of Arts, Economic Management, Albion College

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Joseph Green REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Manages a portfolio of eight conventional and LIHTC apartment communities

•

Engage with ownership to ensure the communities are operating to their maximum potential

•

Responsible for management and development of property managers with direct oversight of on-site team recruiting, training, and day-to-day operations

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 7 years of property management experience

•

Experience in conventionaI and Section 8

•

Proven success in increasing market rents, controlling expenses, and overall increasing NOI

•

Proficient in repositioning underperforming assets

•

Deep knowledge of local, state, and federal housing regulations with a focus on maintaining operationaI integrity and compliance

•

Managed assets in Mississippi, Florida, Missouri, Tennessee

QUALIFICATIONS/AWARDS •

Member, NationaI Apartment Association (NAA)

•

Manager of the Year

•

Rookie of the Year

•

Most Improved Portfolio of the Year

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Darryelle Heard

RESIDENTIAL OPERATIONS SPECIALIST DUTIES AND RESPONSIBILITIES •

Collaborate with Transitions Director to onboard new acquisition properties throughout the United States

•

Support the ongoing communication of policies and procedures at the site level

•

Ensure daily operation of communities translate to profitability for ownership groups

•

Recruitment, training and development of team members, creating stabilization in team member growth that drives strong financial results

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 10 years of experience in multifamily industry

•

Extensive experience in rebranding and remarketing assets to optimize their overall potential

•

Vast background in mentoring, leading and training tomorrow’s leaders

•

Ability to forecast financials and market trends leasing to strategic recommendations for success for our clients

•

Successful in maintaining and increasing NOI year after year

•

Creating, implementing, and maintaining capital improvement plans and execution

•

Reporting on asset performance, project status and budget variances to ownership on a weekly, monthly, and annual basis

•

Experience in conventional, Section 8, and LIHTC Housing

•

Involved in the MIT program designed to train and develop existing managers

•

Operated as a regional manager in Michigan and Ohio as well as training specialist in southern market

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Brian Huhn CONTROLLER

DUTIES AND RESPONSIBILITIES •

Support most aspects of accounting management

•

Assist in ﬁnancial statement preparation and review

•

Research accounting issues for compliance with generally accepted accounting principles

•

Assist in preparation of budgets and forecasts

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 10 years experience working within the real estate industry

•

Experience in management transitions

•

Year-end oversight with outside CPA ﬁrms

•

Working knowledge of construction accounting and job costing

EDUCATION •

Bachelor of Business Administration, Finance, Western Michigan University

•

Masters of Accountancy, Walsh College

QUALIFICATIONS/AWARDS •

Certiﬁed Public Accountant

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Rae Lynn Iaquinto REGIONAL MANAGER, FEE MANAGED DIVISION

KNOWLEDGE, SKILLS AND EXPERTISE •

20 years of multi-family experience in various in-state and out-of-state markets

•

Knowledge and experience of rebranding and positioning new developments from multi-million dollar Class A to Class C properties

•

Recruit, develop and train employees to enhance and develop their skills to become innovative leaders

•

Prepare and develop due diligence, budgets, marketing plans, collateral and ﬂoor plans for new acquisitions

•

Multi-state portfolio management experience for various ownership groups, including evaluating monthly ﬁnancials

EDUCATION •

Associates of Applied Science in Marketing and Fashion Merchandising

QUALIFICATIONS/AWARDS •

Leadership Lyceum

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Kevin Janowicz SENIOR CONTROLLER DUTIES AND RESPONSIBILITIES •

Support most aspects of accounting management

•

Manages month end and year end close process and ﬁnancial reporting

•

Manages third party property accounting portfolio

•

Work with ownership on requests and requirements

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years Controller experience in privately held and private equity backed companies

•

Experience in automotive, transportation and ﬁntech

•

Monthly financial reporting packages, board packages, forecasting, financial analysis, cash flow forecasting, acquisition implementation, treasury management

•

Oversight of year end audited ﬁnancial statements and tax returns with third party CPA ﬁrms

EDUCATION •

Bachelor of Science in Business Administration, Accounting Major, Economics Minor, Central Michigan University

QUALIFICATIONS/AWARDS •

Certiﬁed Public Accountant

•

Member of American Institute of Certiﬁed Public Accountants

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Maurice Jenkins FACILITIES DIRECTOR, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversee capital project planning and execution

•

Support all fee managed service operations

•

Accountable for training and on-boarding of fee managed service teams

•

Manage due diligence of newly acquired properties

•

Execution and completion of appropriate preventative maintenance plans

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 25 years of experience in the multifamily property management industry

•

10 plus years of experience as a regional facilities director

•

Over 25 years of HVAC experience

•

Proven success in delivering a high-quality product and enforcing standards

QUALIFICATIONS/AWARDS •

Certiﬁed Apartment Manager (CAM)

•

EPA Universal

•

HVAC Certiﬁed

•

Certiﬁed Pool Operator (CPO)

•

60 hours Builders Certiﬁcation

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Joe Kirby

TALENT DEVELOPMENT MANAGER DUTIES AND RESPONSIBILITIES •

Enhancing learning and development initiatives by reﬁning training programs, optimizing onboarding processes, and fostering career growth opportunities

•

Involved in Manager-in-Training, Executive Manager-in -Training, and Mentor Program

•

Collaborating with HR leadership to identify and recruit high-potential talent

•

Monitoring key performance indicators to enhance performance and talent development

•

Managing Beztak’s Leasing Academy to facilitate continuous development

•

Assess strategic goals to align talent development initiatives with the company’s broader objectives

KNOWLEDGE, SKILLS AND EXPERTISE •

Over a decade of successful property management experience specializing in assisting challenged properties with increasing occupancy and lease-ups

•

Extensive corporate-level learning and development experience contributing to mentorship programs, development initiatives, promotional pathways, and service culture

EDUCATION •

Bachelor of Science, Eastern Michigan University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Meghan Knoll

SENIOR REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversee portfolio of multiple multi-family assets in Michigan and Indiana

•

Ensure daily operation of communities translates to proﬁtability for ownership groups

•

Recruitment, training, and development of team members, creating stabilization and team member growth that drives strong ﬁnancial results

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 13 years of experience in the multi-family industry

•

Experience with rebranding and remarketing assets to optimize their overall potential

•

Vast background in mentoring, leading, and training tomorrow’s leaders

•

Extensive knowledge in market-rate, Class A mid-rise and high-rise, mixed-use, and off campus student markets

•

Ability to forecast ﬁnancial and market trends leading to strategic recommendations for success for our clients

•

Successful in maintaining and increasing NOI, year-over-year

•

Creating, implementing, and maintaining ﬁnancial budgets including capital improvement plans and execution

•

Reporting on asset performance, project status, and budget variances to ownership on a weekly, monthly, and annual basis

•

Proﬁcient in repositioning poor performing assets by increasing physical and economic occupancy, reducing expenses and increasing resident retention, thus increasing an asset’s net operating income

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jessica Koch

REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Overseeing multiple fee managed residential properties in Ohio

•

Responsible for management and development of property managers with direct oversight of on-site team recruiting, training, and day-to-day operations

•

Communicating with ownership regarding maximizing their asset and reaching full NOI potential

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 18 years experience in the property management industry, having focused on multi family, single family, affordable housing, and student housing

•

Managed portfolios across northeast Ohio of up to 2,500 units

•

Specializing in aggressive lease ups, new acquisitions, and capital projects & renovations up to 9 million

EDUCATION •

Bachelor of Science in Business Administration, University of Central Florida

QUALIFICATIONS/AWARDS •

CAM certification

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Cathy Lubanski

REGIONAL DIRECTOR OF OPERATIONS, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Over 25 years of experience in the senior living industry

•

Extensive background with fostering exceptional resident experiences and building supportive, high performing teams

•

Strong operational experience with focus on financial and occupancy growth

•

Provide strategic leadership and direction to multiple senior living communities

EDUCATION •

Bachelor of Arts, Communication, Michigan State University

•

Master of Arts, Speech/Language Pathology, Michigan State University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Sara McDuff

REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversee a portfolio of assets throughout Metro Detroit

•

Direct oversight of property managers and their site staff

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 12 years experience in multi-family and commercial property management

•

Oversight of multi-million dollar renovations

•

Experience with market rate and affordable housing markets

•

Vast background in mentoring and leading large teams

•

Experience with HUD loan requirements and REAC inspections

QUALIFICATIONS/AWARDS •

Executive Leadership Graduate (2024)

•

Management Associate Award (2022)

•

Mentor for Manager in Training Program

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Justin Miller

SENIOR REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Budgeting and financial reporting for clients’ assets

•

Responsible for the operations of client’s assets within region

•

Direct oversight of property managers and their site staff at each property within region

•

Assist with due diligence and new property transitions

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of experience within property management and a licensed real estate agent for 10 years

•

Experienced in Chicago, South Florida, and Ohio markets as well as other midwest and northern California markets with market rate, affordable housing, senior living and commercial property management

EDUCATION •

Business Management & Accounting, North Central State College

•

Real Estate, Hondros College

QUALIFICATIONS/AWARDS •

Ohio Real Estate License

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Nicole Nebling REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Direct oversight of multiple third-party managed properties located in Arkansas, Mississippi, and Florida

•

Responsible for ﬁnancial analysis, development, and execution of client asset management strategies

•

Ongoing contribution in future growth of the third-party portfolio

•

Actively recruit, develop, and mentor associates, ensuring effective skills to further their careers within the company

KNOWLEDGE, SKILLS AND EXPERTISE •

Effectively managed diverse portfolios including conventional, affordable, Section 8, and rural development properties

•

Effectively repositioned underperforming assets by increasing net operating income, physical occupancy, economic occupancy, and resident retention

•

Extensive background in implementing forward-thinking marketing strategies to increase occupancy and exceed budget expectations

•

Extensive direct oversight of multi-million dollar renovations with a focus on repositioning assets

EDUCATION •

Associates of Arts Degree, Honors Program, Arkansas State University

QUALIFICATIONS/AWARDS •

Licensed Real Estate Salesperson - Arkansas

•

Notary - Arkansas

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Dan Novak

CORPORATE DIRECTOR OF FOOD & BEVERAGE, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Ensure a ﬁne dining experience is provided in all senior living properties including team member training, menu development, bar operations and procurement of food, equipment and supplies

•

Oversight of ﬁnancial performance and customer satisfaction for food and beverage in senior living portfolio

•

Ensures compliance with all local, state and federal regulations to ensure safe and sanitary conditions are maintained in food and beverage departments

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 30 years of experience in senior living food and beverage management

•

Nine years in regional food service management including nursing homes, assisted living, memory care, independent living and life plan communities

•

Retail management of cafés, multiple licensed restaurants and sundries stores within the senior living industry

•

Skilled with dining brand and systems development and implementation

•

Experienced project lead for new food and beverage openings, including regulatory and code compliance and licensing

•

Proven success with revenue growth, budgeting and budget compliance, regulatory compliance and management

•

Special focus on life plan communities and development of upmarket dining experiences

EDUCATION •

Associate of Arts, Oakland Community College Culinary School, Farmington Hills, MI

•

Bachelor of Arts, Wayne State University, Detroit, MI

CERTIFICATIONS •

HAACP Certiﬁed

•

ServSafe Certiﬁed

•

TIPS Certiﬁed

•

Allergen Certiﬁed

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Lori Panaro

SR. REGIONAL DIRECTOR OF OPERATIONS, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Direct operational oversight of the senior living portfolio in Arizona and Florida

•

Actively involved in mentoring all associates by providing the resources, skills and support needed to advance their careers and produce exceptional outcomes

•

Oversight of the day-to-day operations with efﬁcient communication skills

•

Work closely with the executive directors to evaluate, and improve opportunities for growth in the market

KNOWLEDGE, SKILLS AND EXPERTISE •

20 years of experience in the senior living industry

•

In-depth knowledge of independent, assisted living and memory care licensed residential communities

•

Controlling expenses to maximize the revenue

•

Multi-state oversight in operations, market research, strategy, licensure and compliance, quality assurance, risk management, construction, and new business startups

•

Proﬁcient in analyzing ﬁnancial statements and budgeting to increase net operating income

•

Diagnosing opportunities at the community and formulating effective solutions

•

Strong knowledge of state speciﬁc regulations

•

Expert in quality driven metrics

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Erica Patterson

CORP. DIRECTOR OF CLINICAL COMPLIANCE, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Assess and evaluates clinical services in assisted living and memory care areas of the communities to identify opportunities of clinical improvement

•

Drives clinical outcomes, assist with clinical policy and procedures, completes mock surveys and plan of corrections on an as needed basis, while complying with state regulations as well as standards of care

•

Collaborate with executive directors in reviewing candidates for clinical management positions

•

Work together with in-house home health agencies to ensure independent living residents are receiving services aligned with All Seasons brand standards

KNOWLEDGE, SKILLS AND EXPERTISE •

Patient-focused, collaborative nurse leader with 25+ years of experience in the senior living industry with excellent leadership and organizational skills in a clinical setting

•

Extensive background as a nursing director responsible for the overall quality of care of 150+ seniors in skilled nursing, assisted living, and memory care

•

Strong understanding of regulatory compliance that equates to consistent execution of policy and procedures and standards of practices resulting in great survey results

•

Well versed in the person-centered approach model to foster a holistic experience amongst seniors speciﬁcally those with memory loss

QUALIFICATIONS/AWARDS •

Certiﬁed Infection Preventionist

•

Certiﬁed ‘Train the Trainer’

•

Certiﬁed Dementia Practitioner

•

Certiﬁed Infection Preventionist

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jacqueline Reardon

DIRECTOR OF CORPORATE HOUSING DUTIES AND RESPONSIBILITIES •

Provides direct oversight and strategic leadership for the furnished housing division

•

Trains, mentors, and supports on-site management teams to ensure operational excellence and consistency

•

Maintains strong customer and client relationships, ensuring high satisfaction and retention

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 10 years of experience in hospitality and property management operations

•

Deep understanding of customer service standards, property management workflows, and industry best practices

•

Proven ability to lead teams, streamline processes, and enhance service delivery

EDUCATION •

Wayne State University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Christine Renshaw SENIOR REGIONAL MANAGER, FEE MANAGED DIVISION DUTIES AND RESPONSIBILITIES •

Oversees multiple assets in Michigan, Ohio, & Indiana

•

Recruiting and mentoring associates

KNOWLEDGE, SKILLS AND EXPERTISE •

Managing product for multiple owners and interested parties with varying goals and targets

•

Rebranding assets through capital investment and multi-million dollar unit renovations

•

Effectively repositioned underperforming assets by implementing marketing strategies to increase occupancy

•

Contributed to the success of on site operations including collections, bad debt, renewal retention, and resident satisfaction

•

Successful in mentoring and training of associates, resulting in improved ﬁnancial performance

EDUCATION •

Bachelor of Science in Health Science, Central Michigan University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Dawn Riecher

SENIOR REGIONAL MANAGER, RESIDENTIAL MANAGEMENT DUTIES AND RESPONSIBILITIES •

Oversee a portfolio of ﬁve multi-family residential properties

•

Responsible for the overall performance through increased physical and economic occupancy, strategic marketing, expense control, team development and implementing best industry practices

•

Develop, coach and cross train associates by providing the resources, tools, and support needed to advance their career

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 30 years of experience in the property management industry

•

Proven success managing all aspects of multi-family assets including budget planning, contract negotiations, capital projects and resident relations

•

Proficient in analyzing financial reports and budgeting to increase net operating income and overall financial performance

•

Strategic thinker with proven success increasing ﬁnancial performance by increasing net operating income, both physical and economic occupancy as well as resident satisfaction

•

Strong operational experience with extensive knowledge of all onsite operations including accounts receivable, accounts payable, purchasing, resident retention, marketing, budget preparation, capital projects, associate recruitment, training and performance concerns as well as resident engagement

•

Collaborated on a robust new hire training program along with mentoring of team members

•

Effectively managed several multi-million dollar renovation projects that consisted of occupied apartments

•

Direct involvement and oversight of several common area conversions to new amenities which include: pickleball and sand volleyball courts, ﬁtness center, mail kiosk station, outdoor grilling kitchen as well as picnic style grilling areas

•

Achieve and maintain REAC compliance at multiple assets

QUALIFICATIONS/AWARDS •

Winner of the 2023 Beztak Excellence in Leadership Award

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Jordan Smarch

ASSISTANT VICE PRESIDENT OF INFORMATION TECHNOLOGY DUTIES AND RESPONSIBILITIES •

Oversees and maintains the IT infrastructure and day to day duties of tech support team

•

Directly responsible for planning and implementing the company’s IT initiatives

KNOWLEDGE, SKILLS AND EXPERTISE •

Areas of expertise include mentoring new technicians, providing strategic solutions to technical issues, and standardizing policies and procedures

•

15 years of experience in information technology

•

Data security and backups, network infrastructure, mobile device management, VOIP systems, 365 administration, and cloud storage solutions

EDUCATION •

Bachelor of Science, Information Technology, Central Michigan University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Natalie Stringer

DIRECTOR OF ARTISTIC & INTELLECTUAL PLANNING, SENIOR LIVING DIVISION DUTIES AND RESPONSIBILITIES •

Creation and quality control of the artistic and educational programs of All Seasons luxury senior living communities in Michigan, Arizona, and Florida

•

Establishment and maintenance of relationships with leading international artists and educators

•

Collaboration with onsite teams to ensure successful implementation of artistic initiatives and events

KNOWLEDGE, SKILLS AND EXPERTISE •

10 years’ experience working in creative theatre production, nonproﬁt administration, artistic programming, event production and project management

•

Contracting diverse artistic mediums and personnel; including visual and performing artists, musicians, speakers, educators, historians, ﬁlm makers, authors, participatory workshops, and interactive media to support and increase the capacity of artistic and cultural practice

•

Development, implementation, participatory action research and evaluation of new programs

•

International Theatre Facilitation for Development & Reconciliation

EDUCATION •

Master of Arts in Applied Theatre, City University of New York, School of Professional Studies

•

Bachelor of Arts, Magna Cum Laude, Seattle University

QUALIFICATIONS/AWARDS •

Malave Leadership Academy; Congressional &Vice-Chancellors Excellence in Leadership Awards

•

Fine Arts Award, Interlochen Arts, MI

•

Actors’ Equity Association

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Candice Thom

DIRECTOR OF RECRUITMENT DUTIES AND RESPONSIBILITIES •

Oversees the training and development of Beztak’s recruitment team

•

Full cycle recruiting for our corporate ofﬁces

•

Partner with organization leadership to development company recruitment strategy

•

Ensure compliance with federal, state, and local employment laws and regulations as well as company policies

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 10 years’ experience in human resources and recruiting

•

Successful in attracting and retaining top talent

EDUCATION •

Bachelor of Science, University of Michigan – Dearborn

•

Master of Science, Human Resources Management and Organizational Development, Eastern Michigan University

QUALIFICATIONS/AWARDS •

Certiﬁed Professional, Society of Human Resources Management

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Tara Thomas CONTROLLER

DUTIES AND RESPONSIBILITIES •

Oversees the training and development of accounting staff and delegate duties and authority to meet departmental and organizational goals

•

Manages month end close process and ﬁnancial reporting

•

Assists in preparation of the annual audits

•

Manages third party property accounting portfolio

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 16 years of experience in accounting for property management

•

Strong knowledge of Yardi, MRI, and Timberline property management software systems

•

Transitioning of new properties - bank set ups, credit card set ups, trial balance uploads, settlement statements

•

Experience in treasury management

EDUCATION •

Bachelor of Business Administration, Accounting, Eastern Michigan University

•

Masters of Business Administration, Business Management, Wayne State University

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.

Delbert Weaver

SENIOR FACILITIES DIRECTOR, RESIDENTIAL MANAGEMENT DUTIES AND RESPONSIBILITIES •

Oversees facility operations across all Beztak owned multifamily communities

•

Responsible for full oversight and ﬁnancial management of large scale capital improvements

•

Accountable for quality and cost control of all contracted maintenance work

KNOWLEDGE, SKILLS AND EXPERTISE •

Over 20 years of multi-site project management and oversight of all phases of multimillion-dollar construction and renovation projects

•

Successful in contract negotiation to assure ownership achieves expected project returns

•

Proven success in delivering a high-quality product and maintaining customer satisfaction

•

Strength in personnel, budget, contract, and time management

QUALIFICATIONS/AWARDS •

Licensed Real Estate Salesperson – Arizona

•

CPO certiﬁed

•

HVAC certiﬁed

•

OSHA certiﬁed

BEZTAK | EXCELLENT. ETHICAL. EFFECTIVE.