KEITH R. PHILLIPS, CCIM

P.O. Box 476

                 Alvin, Texas 77512

 

 

 

COMMERCIAL REAL ESTATE MARKETING EXPERIENCE OVERVIEW

 

ASSETS              115 office buildings              3,200,000 S.F.              6 office\warehouses              198,700 S.F.

MANAGED:               15 retail centers                            486,425 S.F.              2 apartment projects              367 units

7 single tenant bldgs.              20,100 S.F.              4 unimproved parcels              166 acres

 

              CLOSED SALES:     13 commercial properties valued at $17,640,000

 

LEASES NEGOTIATED AND CONSUMMATED:    Office - 335,800 S.F.     Retail - 282,100 S.F.

 

RESIDENTIAL REAL ESTATE SALES OVERVIEW

 

Represented both Sellers and Buyers in the sale of a myriad of properties with sales exceeding multi-millions.

 

              HISTORICAL PROFESSIONAL OVERVIEW

 

·              Division Manager in the City’s Economic Development Division, reported directly to the Deputy Director.  Had complete responsibility for a myriad of City Economic Development incentives; viz: Tax Abatement Program, State Enterprise Projects, City’s expansion into the International Trade incentives, New Markets Tax Credit program, Brownfields Program, and various other economic incentive programs and projects.  Provide operational oversight and management of the City’s Industrial District Program.  Play integral role in meetings with City Administration, Council Members, the Mayor, and corporate executives

 

·              As a Division Manager in the Building Services Department, managed over 2,000,000 SF of commercial property, motivated, encouraged professional development, trained, disciplined, and provided guidance to approximately 102 City employees, from Project Managers, Senior Superintendents, to Custodians (received numerous awards for exceeding project goals on time and under budget)

 

·              As a Commercial Real Estate Broker and Property Manager, developed and implemented office building and retail center operating and capital budgets with monthly variance analyses.  Designed and prepared detailed project acquisition summaries and detailed monthly owners’ reports

             

·              Proven decision maker, have exceptional marketing attributes, adept at marketing and presenting to business executives, and thrive on multi-tasking. Excellent aptitude for accounting, financial computations, and have proven analytical ability 

 

·              Possess an uncompromising integrity, excellent communications skills, and a conscientious attitude.  Motivate others through positive reinforcement – discipline when necessary

             

CREDENTIALS

 

1978              Bachelors of Science (graduated Magma Cum Laude – G.P.A. 3.70)

1987              Texas Real Estate Broker's License (President and Managing Broker of Commonwealth Realty, LLC)

1992              Certified Commercial Investment Member (CCIM) advanced commercial real estate designation

2011              Seniors Real Estate Specialist (SRES) National Association of Realtors

 

EDUCATION

 

1984              UNIVERSITY OF HOUSTON - Attended Masters in Accounting program after completing 12 hours of accounting and 12 hours of business courses as a post-baccalaureate student

 

1978              YOUNGSTOWN UNIVERSITY - B.S. in Law Administration - Graduated Magna Cum Laude - GPA 3.70

 

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              EXPERIENCE

              CITY OF HOUSTON                                                                                                                Houston, Texas

 

6/07 to                                  DIVISION MANAGER (Economic Development Division – Mayor’s Office)

8/2013

·                  Recognized as a leader, thoughtful manager, and second in command in the Economic Development Division

·                  Supervise, train, develop, and evaluate a staff of 5 professional employees, all having advanced degrees

·                  Act as City’s representative at executive meetings with corporate leaders and the City’s Administration

·                  Quantify and qualify new initiatives, prepare financial projections and analyses for Directors and the Mayor

·                  Responsible for increasing the City’s revenue and creating / retaining jobs through economic development incentives while protecting the citizens’ financial interests

·                  Analyze and calculate the potential fiscal impact of various State legislative Bills related to State-wide economic development programs and the City of Houston

·                  Point of contact between City departments, private companies, other governmental agencies, and third-party consulting firms in relation to various economic development initiatives

·                  Research and propose methodology for assisting the financing of projects with incentives with other City departments, other funding sources, and quasi-governmental agencies

·                  Analyze complex financial data and prepare executive summary reports

 

5/01 to                                  SENIOR STAFF ANALYST (Finance and Administration Department)

6/07

·                  Analyze and monitor various revenue budgets.  Help forecast future revenue and makes appropriate accounting and accrual entries.  Receive, compile, and analyze Tax Increment Reinvestment Zone data from HCAD

·                  Complete responsibility for more than 200 Industrial District contracts

·                  Provide support of the Emergency Medical Service collection activity.  Reconcile and report ambulance revenues and receivables. Review and validate monthly collection data provided by contractor

·                  Perform analyses of various Revenue Collection activities.  Assist with the calculation of the City’s effective and rollback tax rates, tax increments for special taxing entities, and revenue budget projections

·                  Provide operational oversight and management of the City’s hotel occupancy tax collection activities 

·                  Assist with the preparation of various requests for proposals, gather and analyze financial data and coordinate activities of an inter-departmental nature

 

7/00 to                                 DIVISION MANAGER (Building Services Department)

5/01

·                 Responsible for the complete management, maintenance, and operations of 107 City buildings and facilities

·              Responsible for hiring, personal development, training, disciplining, and guidance to more than 102 employees

·              Managed the daily activities of multiple third party commercial facility operations companies

·              Drafted and reviewed proposed contracts, letters of agreements, and amendments to existing contracts 

·              Developed, monitored, and managed the division’s $12,000,000 budget and all related expenditures 

·              Forecasted future program needs and identified scope of budget and capital improvement (CIP) needs.

·              Provided technical and procedural advice to personnel regarding complex problems

·              Established policies, guidelines, and schedules.  Developed and interpreted codes, ordinances, and specifications 

 

2/96 to                                 FINANCIAL ANALYST IV (Economic Development Division, Planning Department)

7/2000

·                      Coordinated and directed the development, implementation and monitoring of the City’s economic development programs.  Analyzed projects to determine the economic impact on the City’s revenue stream

·                      Analyzed Project Plans and Financing Plans submitted to the City by Tax Increment Reinvestment Zone’s Board of Directors to determine the financial viability and the effect on the City’s tax revenue projections

·                      Assisted the Assistant Director in the administration of other City and State Economic Development programs including; Industrial Districts, Tax Increment Reinvestment Zones, Public Improvement Districts, Texas Enterprise Zone Programs, Tax Abatement Districts, and Management Districts

·                      Interfaced with other taxing jurisdictions and governmental agencies to coordinate the economic development efforts   in the Houston metroplex.  Interfaced with key executives from companies applying for tax incentives

·                      Analyzed the applicants’ financial statements and annual reports to verify financial capacity to perform

·                      Developed and monitored policies and procedures.  Processed various types of requests through City Council approval

 

Page 3              KEITH R. PHILLIPS, CCIM, RTA

 

 

7/94 to                                 PROPERTY AGENT (Real Estate Division)

2/96

·              Pro-actively sold and leased City-owned real estate

·              Composed a myriad of effective correspondence to a diverse group of recipients

·              Extensive coordination and interaction with the public and City personnel at all levels

·              Identified and took curative measures to resolve discrepancies in conveyance instruments

·              Consummated transactions according to Local Government Code and the City Code of Ordinances

·              Drafted and monitored complicated Request for Council Actions (RCAs)

·              Worked closely with the City's Planning, Legal, Engineering Departments, and the City Secretary's office

·              Examined and documented potential environmental concerns for right-of-way acquisitions

 

              FLOW PROPERTIES, INC.                                                                                                  Houston, Texas

 

5/93 to                                 CORPORATE REAL ESTATE MANAGER / CONSULTANT TO OWNER

5/94

·              Responsible for complete facilities operation, management and leasing for two mid-rise office buildings.  Duties include those performed while employed with The Ontra Companies in addition to supervision of maintenance and administrative staff

·              Advised and counseled executives to achieve maximum investment potential from additional commercial real estate purchases and sales

 

THE ONTRA COMPANIES                                                                                                   Houston, Texas

 

11/89 to                            REAL ESTATE MARKETING MANAGER

5/93             

·              Developed marketing strategies which included strict adherence and accountability regarding restrictive property use ordinances, environmental impact studies, and building code regulations

·              Routinely researched and assembled current economic, market and demographic data for successful

sales and leasing strategies (Awarded ‘Sales Agent of the Year’ and ‘Leasing Agent of the Year’)

·              Prepared concise reports for effective oral and written presentations

·              Value enhancement and cost effective disposition to maximize return were key objectives

·              Represented investors in negotiating complex contracts with tenants’ attorneys and CPAs

·              Supervised the activities and consolidated the reporting of subordinate professionals

·              Detail conscious with well developed time management, analytical, and problem solving skills

·              Assisted in the origination and procurement of interim and permanent financing for major real estate projects

·              Responsible for all aspects of foreclosed real estate portfolio disposition in the Houston region

 

10/87 to                            REAL ESTATE PROPERTY MANAGER

11/89

·              Developed and implemented operating and capital budgets with monthly variance analyzation

·              Generated business plans and implemented cost control programs for NOI enhancement

·              Implemented strategies to comply with ADA requirements to reduce clients’ legal exposure

·              Monitored the implementation of environmental risk assessment and management of potentially

contaminated properties

·              Maintained tenant stability while foreclosed assets were under an active marketing program

·              Supervised and coordinated all reporting requirements and insured contract compliance

·              Involved in contracting, coordinating the activities and insuring quality of service from appraisers,

attorneys, vendors, brokers, and other property managers

·              Designed and prepared detailed project acquisition summaries and monthly owner's reports

 

10/86 to                            INVESTEX COMMERCIAL BROKERAGE                                                                      Houston, Texas

9/87

     BUSINESS MANAGER, reporting directly to the Company’s President

 

·              Responsible for the daily operation of the department's commercial real estate staff

·              Provided management advisory service on staffing, budgeting, and division operations

·              Prepared budgets and final business plans including executive summaries and financial analyses

·              Instrumental in the formation and subsequent expansion of the company to increase business