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Knew Little About Real Estate 0

Posted on October 30, 2011 by dallas real estate

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The independent board members haven’t always been dynamos. Bennett B. Sims, a New York screenwriter, says he was offered a directorship on Transcontinental and two other REITs because his girlfriend was a close friend of Mr. Friedman’s wife. A self-described “aging Beatnik,” he acknowledges he knew little about real estate and says he accepted the assignment because he enjoyed the monthly trips to Dallas and needed the yearly stipends, which eventually reached $45,000.

Mr. Friedman, who split with Mr. Phillips in 1992, declined interview requests. Nor did the board’s efforts to assert independence always prosper. At a January 1995 meeting, for instance, Geoffrey C. Etnire, a Palo Alto, Calif., real-estate lawyer, pushed a measure to buy directors’ and officers’ insurance, arguing that this protection against lawsuits and other matters was needed to attract and retain capable directors. Mr. Phillips opposed the plan, arguing it would waste corporate assets, according to people who were present.

At about 11:30 that night, as he was falling asleep in his hotel room, Mr. Etnire says he got a call from A. Cal Rossi, a onetime amateur boxer and hotel developer close to Mr. Phillips. For the next 45 minutes, Mr. Rossi berated him, calling him “obnoxious” and “aggressive,” according to voluminous notes Mr. Etnire kept. During a two-day meeting in June 1995, Mr. Etnire says Mr. Rossi followed him around Basic Capital’s offices as he tried to talk privately to another director about the initiative. When Mr. Etnire objected, “Rossi bodied me, our chests and stomachs touching and him continually moving forward,” Mr. Etnire wrote in his notes. Mr. Rossi, who didn’t return telephone calls, declined comment through a Basic Capital spokesman.

The board initially voted 4-3 to buy the insurance. But in a bizarre twist, Mr. Etnire says an ashen-faced Mr. Sims called him to his hotel room at 8 the next morning and told him he had gotten two threatening phone calls in the night. According to Mr. Etnire and court documents outlining his version, Mr. Sims said the callers had told him that they knew he was “vulnerable” to the Internal Revenue Service and that “it would be in his best interests to change his vote.” The next day, Mr. Sims and at least one other director changed their vote. The initiative died.

In an interview last October, Mr. Sims acknowledged that he failed to file income taxes for more than 15 years and said he was working out a settlement with the IRS. He also acknowledged that Mr. Etnire’s account of their conversation that morning in 1995 is roughly accurate. But Mr. Sims denied that anyone actually called him that night or improperly pressured him — a position supported by Mr. Phillips, Basic Capital and a sworn affidavit Mr. Sims submitted to the court. He said he made up the story because he believed Mr. Etnire wouldn’t accept anything but a sinister explanation. “I wanted to get him out of the room,” said Mr. Sims, who said the real reason he changed his vote was because he was concerned that a close vote might be used against the REITs by plaintiffs in the shareholder suit.

Private Real Estate Investment Management Company 0

Posted on August 25, 2011 by dallas real estate

Baceline Investment’s No Debt Real Estate Funds are investment vehicles based on the traditional approach of buying income real estate without debt. The company launched its third No Debt Real Estate Fund in April, targeting a $75 million offering. The No Debt Real Estate Fund III attracts investors seeking diversification from stocks and fixed income investments. Investors with qualified plans are eligible to participate in the Fund because it is not subject to unrelated business tax income (UBTI).

The company’s first No Debt Real Estate Fund, launched in September 2003, is a $21 million portfolio that has delivered 15 consecutive quarters of return. No Debt Real Estate Fund II is a $34 million portfolio that opened in June 2005. Funds I and II are closed to new investment. Baceline’s strategy is to seek out attractively priced, cash-flowing real estate as part of its unique no debt investment approach. Specializing in no-debt funds, Baceline acquires properties without financing, allowing the company to alleviate any risk of foreclosure, while retaining full control over the acquisition, management and disposition of each property.

“Buying high-quality properties with cash allows us to close deals more quickly and eliminate unnecessary risk,” said David Puchi, Principal of Baceline Investments. “An investment strategy without debt provides numerous benefits including the ability to sell the property at the most opportune time.”

Baceline Investments, LLC is a Denver-based private real estate investment management company offering real estate investment alternatives in the heart of America. The company’s successful commercial real estate investment model focuses on financial alignment through its No Debt Real Estate Investment Opportunities and Heartland Growth Opportunities. Baceline Investments specializes in investing in retail and industrial properties across the Rocky Mountain, Southwestern and Midwestern regions of the United States. For more information, visit www.bacelineinvestments.com to learn more about its “conservative roots and competitive market results” approach.

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Hewitt and other Oak Cliff real estate specialists 0

Posted on July 30, 2011 by dallas real estate

Chas Fitzgerald had been waiting to put a For Sale sign in front of the Kessler Park home he owns with his partner Jack Hammack. It’s one of several homes in the area designed by well-known architect Charles Dilbeck. With rising prices and heightened traffic in Oak Cliff and the Calatrava Bridge starting to take shape over the Trinity River, Fitzgerald feels that the time is now right to list his home for nearly $800,000. “I think there is a rebound in confidence,” he says. Realtors are seeing quite a lot of movement in sales of homes in the $300s. There are a lot of new listings in the last month, he says.

Fitzgerald is not alone in his growing confidence about Oak Cliff. Kathy Hewitt with Dave Perry-Miller & Associates says, “North Oak Cliff is amazing.” The new bridge is “Absolutely making a difference. Everyone is talking about it. Everyone is feeling comfortable.” With new restaurants, the Bishop Arts area and the Belmont Hotel, “We are having so much fun. We don’t have to cross the river anymore to have a good meal,” Hewitt says.

The Trinity Townhomes, which Realtor Beth Borman describes as “the first real visible result of the Trinity River bridge,” are selling fast. Five of the six homes built by Blaine and Kent Ladymon are sold. And the Ladymons have secured permits to build six additional townhomes once they lock up financing, Kent Ladymon says. Much of the appeal of these townhomes across the Trinity River from downtown is that they are gated and have rooftop decks enabling residents to enjoy “the classic view” of Dallas, Kent Ladymon says. The townhomes are not selling like they did four years ago in phase one when some of the first 23 were sold before they were built, Borman says. But the townhomes, priced in the $300s, are competing well with comparable townhomes with lower prices in Uptown and Oak Lawn, Ladymon says.

Realtor Clay Stapp says people are recognizing that properties on the Oak Cliff side of the river are good investment opportunities. They can buy a home now for $350,000 and may sell it in a few years when the bridge is finished for a $100,000 to a $150,000 gain, he says. “People are really excited about it [the bridge],” he says. The $117 million bridge, designed by Santiago Calatrava and named for Dallas philanthropist Margaret Hunt Hill, was topped out this summer and is to be completed by the end of 2011. Hewitt and other Oak Cliff real estate specialists say mid-priced homes are selling quickly, but there are also houses with much higher prices on the market. One house is priced at $500,000; another is available for more than $900,000. Another Dilbeck-designed home is for sale at $635,000. For all the signs of a turnaround for Oak Cliff, Borman cautions that it will take decades for the Trinity River Corridor to fulfill its potential. Hewitt agrees: “The next step is to get more retail in Oak Cliff. We really need a grocery store. And that takes higher density.” But the Realtors hope that the bridge will also not change the Oak Cliff charm. Hewitt says, “I cross the river and my blood pressure goes down.”
Stewart Lytle
stewart_lytle@yahoo.com

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