How I can help you
I'll gladly help you with business and commercial real estate financing and acquisitions of multifamily (5+ units) and other commercial, income producing properties. Financing small and middle-sized businesses is also my specialty. I can help you craft a "business plan" that is specifically designed a financing presentation.
My knowledge of single-family (1-4 units) transactions is not current but feel free to ask me questions anyway and we'll learn together (-:
My career: Entrepreneur, commercial real estate mortgage banker/financier and broker of commercial & Multifamily properties, business lender, acquisitions and deal-maker, Even so, our mentoring will be about the process rather than telling you if a specific property or business acquisition is good or bad. In other words, we'll discuss the tools you need throughout your career.
My passion: Your success for the life of your business
I can help you with your business: With conventional financing or SBA and rural USDA loans, startups or existing businesses. Commercial real estate acquisition, financing rental apartments, office buildings, retail stores, industrial properties, selling or buying a business and crafting a winning financing presentation for business and real estate financing.
Jerry founded two businesses: Trust Realty Funding, Inc. and University Seminars, Inc. Trust Realty was established to provide financing for commercial real estate and privately held businesses nationwide. While at Trust Realty, Jerry also consulted with Citigroup Geneva Capital Strategies, Strategic M/A and other investment bankers on mergers and acquisitions. He conducted workshops nationwide and advised owners of privately-held, small and middle-market companies about their evaluations, and selling their businesses to maximize profit. He founded University Seminars to produce related conferences, seminars and courses in partnership with universities and colleges.
Before launching his businesses, Jerry served as senior vice president and chief commercial mortgage-lending officer for a mortgage affiliate of eight banking institutions. He held similar positions with affiliates of Continental Illinois National Bank and First Pennsylvania Corporation (now PNC). He also consulted with various state government agencies and non-profits in advisory roles.
Jerry was a member of the National Speakers Association (NSA), Georgia Adult Education Association (GAEA), and other real estate and financial trade associations. He presented as a keynote speaker, served as conference chairman and workshop leader at universities, colleges and trade association conferences. He has received numerous awards including the Small Business Journalist of the Year by the U.S. Small Business Administration (SBA), Deal of the Year Award by the National Association of Mortgage Brokers (NAMB), and Most Innovative Programming award for series of business, financing and real estate conferences that he created for the Georgia Institute of Technology (Georgia Tech). Jerry writes about business, financing, commercial real estate and opinion pieces in local, regional and national publications. He also authors and is the subject of numerous articles in national and business trade publications regarding real estate, financing and business. He has been a guest speaker on radio, TV and SBA presented him with the North Carolina, southern regional and National Journalist of the Year award for writing business columns in several newspapers and trade magazines. Areas of Expertise
Business Financing, Commercial Real Estate Financing and Acquisitions Education
University of Florida '62 - Go Gators! Hunter College New York, evenings
School of Mortgage Banking, Northwestern University, downtown Chicago, sponsored by the Mortgage Bankers Association
Real Estate Appraisal and other certificate programs:
Venture Capital Financing online at University of Maryland
Financial Markets, Yale University online taught by world renown economist Dr. Robert Shiller.
Areas of Expertise
- Business Plan
- Real Estate
- Rental & Leasing