Executive Advisory Committee


Michael Blank:  Author of Financial Freedom and Real Estate Investing


Kim Lisa Taylor, Esq.: Author of How to Legally Raise Capital 


Damion Lupo, CCIM;  Author of eQRP 


Brett Swarts: Founder of Capital Gains Solutions and  Deferred Sales Trust Educator


Chris Babinksi: Conservation Trust


Christian Allen: Wealth Formula Opportunity Fund 


Jens Neilsen:  Apartment Syndicator


Brandon Hall, CPA:  The Real Estate CPA tax expert


Mortgage Lender:

  • Old Capital - Michael Becker
  • Life Bridge Capital -
  • Naked Capital - Bandon Hall 
  • Mid Hudson : Dan Ford


Insurance Broker:


Property Manager:


Tax Strategist:  Self-Directed IRA Opportunity Zones 


Technology Expert:  Jacob Blackett Founder of Syndication Pro and Apartment Syndication professional


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John Casmon

Casmon Capital 

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Jim Raper 

Chief Compliance Officer

Wealth Forge 

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Jacob Blackett

Syndication Pro

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Jon Dishell

Chief Capital Officer 

Gemini Rosemont

Prior to joining Gemini Rosemont, Mr. Dishell spent seven years with D.C. area-based American Real Estate Partners as its Managing Director of Fund Management & Investor Relations. He launched and managed the firm’s institutional fund management initiative and was responsible for the firm’s JV and fund investor relations, marketing, and fund reporting. During his tenure, the firm acquired nine million square feet of Class A office and data center assets at a cost of $2.2 billion. 

John Casmon

Casmon Capital 

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Jim Raper 

Chief Compliance Officer

Wealth Forge 

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Jacob Blackett

Syndication Pro

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Ryan McKenna

McKenna Capital

Prior to joining Gemini Rosemont, Mr. Dishell spent seven years with D.C. area-based American Real Estate Partners as its Managing Director of Fund Management & Investor Relations. He launched and managed the firm’s institutional fund management initiative and was responsible for the firm’s JV and fund investor relations, marketing, and fund reporting. During his tenure, the firm acquired nine million square feet of Class A office and data center assets at a cost of $2.2 billion. 

Michael Chase

Equity Trust -Self-Directed IRA

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Paul Moore 

Principal- Wellings Capital

Paul began investing in real estate in 2000, and he flipped over 50 homes, 25 high-end waterfront lots, appeared on HGTV’s House Hunters, rehabbed and managed rental properties, built a number of new homes, developed a subdivision, and started two successful online real estate marketing firms.

Three successful developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, led him into commercial real estate. Paul is the author of The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016). 

David P. Babinski

Conservation Trusts

True North 

David has 25 years’ experience in investment advisory and capital raising. He has raised in excess of $250,000,000 for real estate and alternative investment programs with HNW Individuals and Family Offices. David  has extensive experience with real estate syndications, Private Placements, co-investment structures, as well as advanced tax planning strategies.

James M. Sanford, CFA

Founder - Sag Harbor Advisors 

Opportunity Zones 

James is marketing and fundraising for Alternatives/ Hedge Funds; Current mandates include: Connecticut based CRE Debt Fund ( Commercial Real Estate), an alternative fixed income fund engaged in bridge lending to the office, multifamily, industrial, land and hotel sectors across the USA. Target returns 10-15% net of fees. 2.) Specialty finance/ Govt. Receivables Fund with 15% gross IRRs projected. Alternative niche income with minimal if any market correlation. 3.) QOZ Fund- Qualified Economic Opportunity Zone Real Estate Fund targeting High Net Worth individuals, family offices and private wealth managers looking to defer capital gains. 

Michael Chase

Equity Trust -Self-Directed IRA

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Paul Moore 

Principal- Wellings Capital

Paul began investing in real estate in 2000, and he flipped over 50 homes, 25 high-end waterfront lots, appeared on HGTV’s House Hunters, rehabbed and managed rental properties, built a number of new homes, developed a subdivision, and started two successful online real estate marketing firms.

Three successful developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, led him into commercial real estate. Paul is the author of The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016). 

David P. Babinski

Conservation Trusts

True North 

David has 25 years’ experience in investment advisory and capital raising. He has raised in excess of $250,000,000 for real estate and alternative investment programs with HNW Individuals and Family Offices. David  has extensive experience with real estate syndications, Private Placements, co-investment structures, as well as advanced tax planning strategies.

James M. Sanford, CFA

Founder - Sag Harbor Advisors 

Opportunity Zones 

James is marketing and fundraising for Alternatives/ Hedge Funds; Current mandates include: Connecticut based CRE Debt Fund ( Commercial Real Estate), an alternative fixed income fund engaged in bridge lending to the office, multifamily, industrial, land and hotel sectors across the USA. Target returns 10-15% net of fees. 2.) Specialty finance/ Govt. Receivables Fund with 15% gross IRRs projected. Alternative niche income with minimal if any market correlation. 3.) QOZ Fund- Qualified Economic Opportunity Zone Real Estate Fund targeting High Net Worth individuals, family offices and private wealth managers looking to defer capital gains. 

Bharat H. Sangani, MD

Chairman of 

Encore Enterprises 

Dr. Bharat Sangani has 30-years of industry experience in real estate development and has been a pivotal element in generating over $2B in real estate transactions. 

Jill Anderson

1031 Exchange  

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David P. Babinski

Conservation Trusts

True North 

David has 25 years’ experience in investment advisory and capital raising. He has raised in excess of $250,000,000 for real estate and alternative investment programs with HNW Individuals and Family Offices. David  has extensive experience with real estate syndications, Private Placements, co-investment structures, as well as advanced tax planning strategies.

James M. Sanford, CFA

Founder - Sag Harbor Advisors 

Opportunity Zones 

James is marketing and fundraising for Alternatives/ Hedge Funds; Current mandates include: Connecticut based CRE Debt Fund ( Commercial Real Estate), an alternative fixed income fund engaged in bridge lending to the office, multifamily, industrial, land and hotel sectors across the USA. Target returns 10-15% net of fees. 2.) Specialty finance/ Govt. Receivables Fund with 15% gross IRRs projected. Alternative niche income with minimal if any market correlation. 3.) QOZ Fund- Qualified Economic Opportunity Zone Real Estate Fund targeting High Net Worth individuals, family offices and private wealth managers looking to defer capital gains. 

ELI S. LOEBENBERG

Founder

Madison Specs- Cost Segregation Specialist

Madison SPECS CEO, is a Certified Public Accountant with over 24 years of broad-based tax experience. In 2006 he partnered with Madison Commercial Real Estate Services to form Madison SPECS, LLC, providing expert cost segregation and fixed asset review services.

Mr. Loebenberg started his career in New York with Deloitte and Touche in 1996, where he focused on the real estate and banking and securities industries. He left Deloitte in 2000 and joined IDT Corporation, a publicly-traded multi-billion dollar telecom company, where he was primarily responsible for high-level M&A tax planning and tax minimization for the consolidated entity. From 2001-2004, Mr. Loebenberg was with KPMG in their Federal Solutions Group. SPECS has a history of working successfully with CPA and Financial Planning firms. Most CPAs and Financial Planners are aware of the tax benefits of Cost Segregation but few have the in-house expertise to conduct supportable Cost Segregation studies. Madison SPECS enhances the range of client services provided by CPAs and other cost segregation vendors, offering a valuable point of differentiation.

ANTON W. MATTLI

CEO

Peak MultiFamily

PEAK Multifamily Funding's co-founder and CEO, Anton W. Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. After graduating from Zurich Business School in banking and finance, he held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich. During that time, Anton was heading a bank branch, managed cross-border teams, financed and restructured commercial real estate worth several billion U.S. Dollars, and oversaw loan portfolios consisting of aircraft and ocean transport vessels. Anton also directed the structuring of complex cross-border commodity and trade finance transactions for Fortune 500 companies.

Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate across Europe and the United States, including several hundred million dollars in multifamily developments and acquisitions.

Robert C. Restrick, IV

Sabal Capital Partners

Managing Director and Head of Commercial Real Estate


Robert “Bob” Restrick is managing director and head of commercial real estate for Sabal Capital Partners. In this role, Restrick leads the firm’s commercial real estate lending efforts. A commercial real estate finance industry veteran with demonstrated C-suite leadership experience, Restrick will help to grow Sabal’s already established and rapidly growing lending platform.

Restrick brings to Sabal extensive expertise in developing and growing debt and investment operations for firms. Prior to Sabal, he served as the group head of Walker & Dunlop’s investment management business, overseeing the development of the firm’s new investment platform focused on Freddie Mac’s B-pieces. Previously, Restrick led the firm’s commercial property funding business as chief executive officer, overseeing a CMBS lending platform providing first mortgage loans, high-yield whole loans, mezzanine debt and preferred equity for properties across the nation.

James M. Sanford, CFA

Founder - Sag Harbor Advisors 

Opportunity Zones 

James is marketing and fundraising for Alternatives/ Hedge Funds; Current mandates include: Connecticut based CRE Debt Fund ( Commercial Real Estate), an alternative fixed income fund engaged in bridge lending to the office, multifamily, industrial, land and hotel sectors across the USA. Target returns 10-15% net of fees. 2.) Specialty finance/ Govt. Receivables Fund with 15% gross IRRs projected. Alternative niche income with minimal if any market correlation. 3.) QOZ Fund- Qualified Economic Opportunity Zone Real Estate Fund targeting High Net Worth individuals, family offices and private wealth managers looking to defer capital gains. 

Brett Swarts

Deferred Sales Trust Educator

Commercial Real Estate Broker

Founder of Capital Gains Tax Solutions and Commercial Reatly Apartment Advisors.  Brett is responsible for over $85,000,000 million in closed real estate transactions.

Jens Neilsen 

Principal at

Open Doors Capital 

Jens is the principal at Open Doors Capital and he  is invested in 14syndication/private investments, spanning over 800 apartment units, 2000 mobile park lots and over 6000 storage units plus mortgage note funds and private money lending

Dan Ford

Head of Originations at

MidHudson Finance 

 MidHudson is a specialty finance firm focused on assisting borrowers decrease their equity investment and increase their equity returns when using HUD financing. 

John Brickson

Director at Old Capital 

Old Capital provides debt financing advisory services on all property types, with a focus on $1MM to $30MM loans on multifamily properties in Texas and across the nation. In 2018, Old Capital closed $1.0Bn+ in loans. 

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