Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic
ALAN D. POLLACK  CCIM/CPM

ALAN D. POLLACK CCIM/CPM

Oceanside,CA

Summary

Results-driven investment professional offering 24+ years of experience in business management, financial analysis, process improvement, and building relationships. An expert in delivering innovative, high-quality, cost-effective solutions, and strategies that streamline processes and improve data accuracy in a fast-paced environment. Organized, articulate, and hands-on with a proven progressive career reflecting strong leadership qualities that build and lead highly motivated teams. A strong background in real estate fundamentals, analysis, property optimization, and asset management.

Overview

32
32
years of professional experience
1
1
Certification

Work History

PRINCIPAL/BROKER OF RECORD

Delta Investment Group, Inc.
01.2001 - Current
  • Oversee Delta Investment Group’s day-to-day operations and provide leadership to brokers, associates, and independent contractors to ensure optimal team performance on sales strategies, ethical practices, and escrow activities.
  • Provide creative acquisition and disposition of distressed assets, and value-add strategies. Strategic analysis with the “Delta Working the Numbers and Price Point Calculator” to achieve accurate acquisitions and ROI returns, measured to the Dollar/SqFt expectations and returns.
  • Develop the Strike Point Calculator and Monthly IRR for profit and risk analysis.
  • Published author of “6 Steps to Real Estate Success” released in September, 2022, ISBN 978-1-64669-893-6 and “How to Cash In on Distressed Real Estate in a Down Market” released in July, 2011, ISBN 978-0-615-49918-5.
  • Manage a certified CCIM portfolio of over $40M combined closed transactions, including commercial, 1031 exchanges, and residential fix and flips. Documented CCIM portfolio and client references of closed transactions available on request.
  • Review market, economic, and capital trends impacting the performance of the assets and implement marketing follow-up processes producing a consistent flow of sales opportunities to market directly to the client base.
  • Design and implement workflows, processes and system improvements to appropriately monitor and mitigate risks on a portfolio basis, increasing the team’s efficiency.
  • Licensed by the CA Department of Real Estate (DRE) in good standing, specializing in residential value-add, commercial, 1031 exchange strategies, and tenants-in-common (TIC) with placements of over $50M+.
  • Implement a strategic change-of-focus to optimize leadership, helping to achieve target revenue goals and foster long-term client relationships.

MANAGING MEMBER/BROKER OF RECORD

The Home Solution, LLC
01.2011 - 01.2014
  • Developed residential short sale and mortgage alternative programs for individual owners.
  • Provide high density, affordable housing solutions utilizing local, State, and federal incentives.
  • Created specialized programs for homeowners who desired to trade down with private loan programs or restructure home mortgages from short-sale or deed in lieu alternatives.
  • Implemented strategic business plan designs including project management check-points to ensure management of performance and financial forecasts were timely and on-budget.
  • Analyzed property financials and performance metrics in pursuit of maximizing revenue and minimizing expenses.

EXECUTIVE ACCOUNT MANAGER

Clarus, Corp
01.2000 - 01.2001
  • Duties included opening and managing new accounts for E-Commerce and Internet collaboration.
  • Typical accounts would desire to expand their retail or distribution business over the internet.

SENIOR ACCOUNT MANAGER

GERS
01.1993 - 01.2000
  • Provide industry leading Oracle Applications to big ticket retail with state-of-the-art enterprise business operation systems.
  • Required specialty in all aspects of best of business practices including; accounting, warehouse/distribution, POS, merchandising, SKU performance, department reporting, and turn and price analysis.
  • Authored the “Best of Industry” toolset with detailed ROI analysis.
  • Top producer in both new and add-on sales 1995-2000 with annual sales in excess of $2 million per year revenues.

Education

BACHELOR OF ARTS - Liberal Arts

University of Wisconsin – Milwaukee

LAW STUDIES (1) - undefined

Southland University

Skills

  • Real Estate Development & Private Equity
  • Account Management & Communication Skills
  • Project Management & Partnership Agreements
  • Business Operations & Asset Optimization
  • 1031 Strategist with specialty on cash flow return
  • Valuation & Investment Analysis
  • Investor Relations & ROI Maximization
  • Process Improvement & Strategic Direction
  • Client Relationships & Contract Management
  • Syndication Specialist; TIC, Reg D 506 (b)(c)

Certification

  • Broker, CA DRE #01330721
  • Certified Commercial Investment Member (CCIM) Designation
  • FINRA Securities Industry Essentials (SIE)-Aug ‘24
  • Registered Representative (inactive) Series 63/22 (Renewal in progress)
  • California Association of Realtors - Property Management Certification

Affiliations

  • San Diego Board of Realtors (SDAR)
  • CCIM San Diego Chapter Member-ID 94189710
  • Orange Co. Board of Realtors (OCAR)
  • National Board of Realtors (NAR)
  • California Association of Realtors (CAR)
  • Commercial Real Estate Distressed Asset Association (CREDAA) – Past Co-chair
  • National Council of Exchangers (NCE)

Timeline

MANAGING MEMBER/BROKER OF RECORD

The Home Solution, LLC
01.2011 - 01.2014

PRINCIPAL/BROKER OF RECORD

Delta Investment Group, Inc.
01.2001 - Current

EXECUTIVE ACCOUNT MANAGER

Clarus, Corp
01.2000 - 01.2001

SENIOR ACCOUNT MANAGER

GERS
01.1993 - 01.2000

LAW STUDIES (1) - undefined

Southland University

BACHELOR OF ARTS - Liberal Arts

University of Wisconsin – Milwaukee