When EQlibrium identifies and begins a project, we stay in control from start to finish — from acquisition to sales. Having strong team members is one of the most critical components to successfully executing projects, and our partners have 15+ years of experience in their respective fields with successful track records on multiple projects.
Paul Martinez
Principal, EQlibrium Investments
Paul Martinez is the Chief Executive Officer and Chairman of the Board of Directors of EQlibrium. Mr. Martinez has extensive experience in negotiating price and terms of commercial deals, commercial property due diligence, acquisition strategies and structures, risk mitigation, valuations and structured capitalization strategies, commercial development & project management, creating the proper product mix to meet market demand for each project, and the formulation of multiple exit strategies for each individualized project.
Mr. Martinez has over 10 years of real estate investment experience and has purchased and sold millions of dollars’ worth of real estate. He is the principal and founder of five companies headquartered in Seattle, Washington. Currently, his primary focus is on emerging markets and distressed deals. He understands that the best deals with the highest profit are made in the greatest recessions, and his philosophy is to buy smartly in the beginning with a strong focus on two things: Terms and Price. Over the years, his expertise has assisted hundreds of investors in creating strong Cash on Cash returns on investment properties.
Mr. Martinez has built companies from the ground up, and has acquired and turned around several existing businesses that usually only thrive in a good economy but were in the path of one of the most serious economic recessions in 80 years, a testament to his business acumen. He has a distinct ability to adapt to changing market conditions.
Since January 2003, Mr. Martinez has worked with individuals and entities funding over $83M in real estate transactions.
Prior to being a serial entrepreneur, Mr. Martinez’s strong business foundation came from the corporate world where he worked for Pfizer, at the time a Fortune Top 100 company. The foundational skill set in time management, sales, organization, and competitive drive have proven valuable throughout his career.
Mr. Martinez has a B.A. in International Business and Marketing from Ohio University. He holds a Commercial Property Academy Certification (specializing in Retail, Office, and Multifamily investments from $1-10M); Masters Event Land Development Certification (specializing in Acquisition, Land Entitlement, and Exit Strategies); Short Sale Boot Camp Certification, and hands-on field training. He is a member of the Washington Master Builders Association, the Real Estate Association of Puget Sound, Zino Society (Angel Investor Group), Young Professionals of Greater Seattle, and the North West Entrepreneurs Network.
Mr. Martinez volunteers his time with Junior Achievements, an organization which teaches key concepts of work readiness, entrepreneurship, and financial literacy to young people all over the world.
Louis A. Pugliese
Principal, EQlibrium Investments
Louis Pugliese is one of the founders of EQlibrium Investments and is carrying on a family tradition started in the early 1940s of successful real estate investment with experience in property management, commercial building development, and parceling of large acreages throughout the central and western United States. With a strong background in account development, maintenance, and growth, he is an integral part of the EQlibrium team. He has an impressive track record of locating real estate investments with high short-term returns, finding off-market deals, cost segregation, and financial analysis.
In 2001, Mr. Pugliese co-founded TPL Investments, an investment company focused on consulting and site selection for pre-construction real estate projects.
Mr. Pugliese received his B.A. from Ohio University in Interpersonal Communications with an emphasis on business, and has a BS degree in Organizational Communications from the School of Communication Studies at Ohio University.
Industry Associations:
Member,InstituteofReal EstateManagement (IREM)
Robyn Woodman
Director of Operations, EQlibrium Investments
Robyn Woodman has served as project manager for EQlibrium since its inception. She excels at coordinating and managing all aspects of both small and large projects. She is the investor communications point person for all questions regarding investment projects and investor-related coordination. She is responsible for the hiring and management of subcontractors and vendors for Real Estate projects and coordination of contract negotiations between EQlibrium and sellers. Additionally, Ms. Woodman specializes in analyzing and negotiating contracts as well as creating and implementing business systems.
Previously, Ms. Woodman spent time with the non-profit, non-governmental organization Green Reef in Belize, working in various roles as Biologist, Reef Check Coordinator, and developer/organizer of a marine education program.
Ms. Woodman has a BS from Illinois State University and an MS from Western Washington University. She has completed extensive Short Sale courses and is a licensed Washington State Realtor and member of the Real Estate Association of Puget Sound, Master Builder Association, Zino Society (Angel Investor Group), and Young Professionals of Greater Seattle.
THE DEVELOPMENT TEAM
Assembling a team of professionals to address the environmental, economic, physical, and local political issues inherent in a complex development project is critical. A developer’s success depends on the ability to coordinate the completion of a series of interrelated activities in a timely and efficient manner.
The development process requires the skills of many professionals: architects, landscape architects, civil engineers, site planners to address project design, market consultants to determine demand and a project’s economics, attorneys to handle agreements and government approvals, environmental consultants and soils engineers to analyze a site’s physical limitations and environmental impacts, surveyors and title companies to provide legal descriptions of a property, and lenders to provide financing.
From our engineers to our sales and marketing team, we have engaged some of the best consultants in the industry to bring our projects to fruition; see below for their condensed biographies. For all consultants, we work with a Principal or a Core member within their organization to ensure we are receiving the best service and expertise available.
Kuvera Financial
Heather Meyer, CPA
- Accounting, Management Consulting, and Taxation Services
- Principal Client Industries: Real Estate Development/Investments/Management
- Additional Client Industries: Restaurant/Bar, Marina, Hotel, and Auto Body/Repair.
- Accounting Best Practices and City, State and Federal Compliance
- Management of all phases of accounting: GL, AP /AR, multi-state payroll, bank and account reconciliations
- Follow-through on timely and accurate month-end, quarterly and year-end closings for financial reporting activities
- Monthly and quarterly multi-state payroll and sales tax reporting
Financial Statement preparations for private lending institutions, investors, and executive management analysis - Financial and Management Consulting
- CFO: On-Demand
- Establish and assist management to implement internal audit controls
- Collaborate extensively with external auditors, providing in-depth assistance and management on corporate audits for clients
- Oversee the timeliness of accounting workflow to meet required funding and payment deadlines
- Partner with businesses to provide insight on decision-making points such as budgeting and forecasting
- Monitor income and expenses to maintain management’s internal rate of return projections
- Review project loan agreements, investment summaries, purchase/sale agreements, and other legal documents, as applicable
- Establish personnel policies and procedures, key performance indicators, and provide compensation planning
- Create, maintain, and advise on adequate profit center accounting and analysis
Salmon Bay Marine Center and Kirkland Homeport Marina
Brooke Stabbert, Principal
www.SBMCSeattle.com
www.kirklandhomeportmarina.com
Mr. Stabbert is a third generation commercial maritime professional who grew up on the water and worked for years as a Coast Guard-licensed ship’s engineer on large yachts cruising the U.S., Asia, and Europe. He has a BA in Environmental Policy from Vassar College, a Construction Management degree from the University of Washington, and an MBA in real estate and finance from Kellogg School of Management.
Beginning in 2003, Mr. Stabbert designed, permitted, and developed the Kirkland Homeport Marina, a new 100 slip marina with solid wall breakwater in Kirkland, WA. In 2005 he developed the Salmon Bay Marine Center (SBMCSeattle.com) in Seattle, a high-end, state-of-the-art super yacht moorage, refit, and repair facility, which he designed, permitted, and built in record time.
Mr. Stabbert continues to run operations at the KHM and SBMC facilities, is preparing the next phase of development at SBMC, and consults for new and existing marine projects along the West Coast of North America and Canada.
PacWest Engineering
Brandon Smith, Principal
www.pacweste.com
PacWest Engineering was founded in 1995 and is located in southern Puget Sound in Fife, Washington. PacWest provides comprehensive, quality civil engineering and surveying services to government agencies, individuals, and corporations throughout the Pacific Northwest.
PacWest Engineering’s team of experienced professionals is committed to providing the best possible client service. They ensure that key staff assigned to a project will remain committed throughout its duration. As a mid-sized firm, they have the capacity to handle large-scale projects, yet are small enough to guarantee hands-on Principal participation.
Their services include Land Use Planning and Permitting, Residential Platting, Multi-Family, Commercial, Retail, Industrial, Medical, Schools, Infrastructure Analysis & Design, Surveying & Mapping, and construction Management.
Clients in their portfolio include but are not limited to: The University of Washington, Home Depot, Swedish Medical Center in Seattle, Linens and Things, Seattle University, and the Husky Stadium Renovations.
Andersen Construction
Joel Andersen
www.andersen-const.com
Andersen Construction Company has been building successfully in the Western United States since 1950. Founded by Andy Andersen, Andersen Construction quickly developed a reputation for quality and integrity, leading to repeat business that today represents over 75% of the company’s workload.
With Offices in Oregon, Idaho, and Washington, Anderson’s portfolio includes experience in High Tech, Commercial Retail, Cultural, Education, Government, Health Care, Hospitality, Urban Housing, Industrial & Manufacturing, Parking Structures and Tenant Improvement needs. With a Bonding Capacity in excess of $3M, Andersen can handle the biggest job down to the smallest detail.
With the latest market shift, more than 80% of their work assignments involve them providing CM/GC services. As a CM/GC, Andersen has made it their mission to be a value-added member of a Client’s preconstruction team. They have purposely organized, staffed, and equipped themselves to provide Project Designers with responsive and accurate estimating, innovative value engineering, lifecycle analysis, and meaningful constructability input.
Clients in their portfolio include Bank of America, Fred Meyer, Safeway, Sysco, Horizon Air, Hilton Hotels, and Red Lion Inns.
Ragatz and Associates
Dr. Dick Ragatz, Principal
www.ragatzassociates.com
Ragatz Associates is an international consulting and market research firm in the resort real estate industry. It was founded in 1974 by Dr. Richard Ragatz. The firm has worked on over 2,500 assignments in the resort real estate industry in 48 states and over 70 countries. In addition, the firm has been involved in several landmark studies in the resort industry.
By constantly studying changes in the marketplace they are able to advise clients about the implications of their projects. Recommendations are based on existing data, new research findings, and extensive consulting experience in the resort real estate industry. Services include a Feasibility Analysis, which is a thorough and objective report evaluating the potential success of a resort project from both market demand and financial performance perspectives.
Ragatz Associates strives to provide every client, regardless of contract size, a professional and cost-effective product. They pride themselves on being objective, thorough, and creative. Their attention to detail and extensive experience at multiple levels of the industry allow them to share meaningful and valuable insights with our clients. They view their success as measured by the successes and business improvements clients realize as a result of their consulting efforts.
Clients represent both the private sector (from small, individually-owned companies to international corporations) and the public sector (from small municipalities to national governments). The firm specializes in the shared-ownership industry, including fractional interests, private residence clubs, destination clubs, and resort timeshare.
Renaissance Marketing Group
Brian Woodward, President
www.rmgresorts.com
Renaissance Marketing Group (RMG) is a full-service real estate sales and marketing company focused on primary and secondary master-planned communities. RMG delivers everything from front-end community product concept and design to implementation of sales and marketing programs that bring more knowledgeable buyers to client’s end-use real estate products.
To date, RMG has extensive experience with implementing their proven sales system to bring more buyers to developers’ products over a shorter period of time than traditional real estate listings. They have access to a network of talented sales people that are trained under their program and proven winners in the industry selling high-end products. They have successfully managed over $100 million in land and fractional sales alone.
RMG believes in providing prospective buyers a unique buying experience from start to finish. From the time they are picked up, brought onsite, and shown the property, RMG sets the stage for a purchase every time. All of their team members are exclusive to the project and work until it is completely sold.
Projects in their portfolio include Garland Resort, a AAA Four Diamond Resort in Michigan about four hours North of Detroit. The driving distance from prospective customers has been overcome by careful planning as more than 1,000 tours have already spent time at Garland this year. These tours have bought over 200 home sites and have resulted in over 6 million in lot sales, ranking it number one is the state. Another project, Greenfarm Resort, is a new 3,000 acre property in Southern Kentucky with more than 400 new property owners paying annual dues twice a year.
Pivotal Law Group
Michael Warren, Attorney
http://www.pivotallawgroup.com/
Mr. Warren has over 27 years of experience in all legal aspects of business, real estate, construction, employment, and related litigation. Mr. Warren uses his skill and experience to efficiently guide transactions to successful completion, prepare agreements to minimize the chance of later disputes, or, if necessary, protect client rights. He guides clients through the intricacies of the law, negotiates favorable outcomes, and zealously advocates his client’s position in an adversarial setting. Mr. Warren is a highly respected and experienced attorney with a proven track record . He prides himself on providing personalized, timely, and individualized service for each client.
Practice Areas
- Real Estate Law
- Business Law
- Construction Law
- Employment Law
- Related Litigation
Professional Affiliations
Admitted to practice:
- Washington State Bar Association (1984)
- State Bar of California (1983)
- United States District and Bankruptcy Courts
- United States Court of Appeal, 9th Circuit
- United States Court of International Trade
- CR 39.1 certified mediator (USDC Western District of WA)
- Arbitrator, King County Mandatory Arbitration program
Education:
- University of Washington, B.A., 1980
- University of San Diego, J.D., 1983
Halsan Frey Land Planners
Raymond Frey, Principal
1988 – Present
Principal, HALSAN FREY LLC (formally R. FREY & ASSOCIATES), real estate development, land use consulting services and permit facilitation.
1995 – 1997
Vice President Real Estate, Northwest Region, EXTENDED STAY AMERICA, INC. (NYSE), responsible for the location and development of the first extended stay hotels for ESA, Inc. in the northwest.
1982 – 1988
Founder and President, Norwester Management Corporation, restaurant, hotel and commercial property financing and development; 30 Skipper’s Seafood Restaurants, Orange Tree Golf and Country Club.
1973 – 1982
President, the ENI Companies, oil and gas exploration, $500 million in syndication.
1971 – 1973
Commercial office space leasing, Pentagram Corporation.
1964 – 1970
United States Navy, Bronze Star with Combat V, Navy Commendation with Combat V, Vietnam Service Ribbon, seven campaigns, Meritorious Unit Citation, Navy Unit Citation.
EDUCATION
1970 – 1972
MBA, University of Washington.
1960 – 1964
BS, Marine Engineering, U.S. Naval Academy, Annapolis, Maryland.
Northwest resident since 1970, currently residing in Kirkland, WA. Board member, Teleios Ministries, Christian men’s small group ministry. YMCA volunteer instructor.
Bradley Design Group, Inc
Kathleen Bradley Reader, Principal
Experience
Principal at Bradley Design Group, Inc.
1999 – Present (12 years)
Landscape Architecture + Site Planning
Education
Iowa State University
Bat. Arts, Landscape Architecture