Commercial and Retail
Sassony | Asset & Ownership Operations
California & Nevadaasset-operations and principal-support engagement
Project perspective
Context and Contribution
Ownership-side leadership across a principal’s historical portfolio of more than $700 million in owned assets, connecting property operations, finance, leasing, development teams and the practical needs of ownership.
$700M+Historical owned-asset portfolioPrincipal’s owned assets in the historical source; not capital raised, current valuation or projects constructed.
Scope of responsibility
- Coordinated ownership priorities across development, asset management, finance, leasing and operations.
- Worked with attorneys, CPAs, lenders, appraisers, brokers, architects, property teams and construction teams.
- Supported property operations, corporate-tenant lease negotiations, renewals, marketing and asset strategy.
- Coordinated mortgage and refinance oversight, banking relationships, forecasting, personal financial statement preparation and lender reporting.
- Maintained accounting controls and reconciliations, with audit and tax-preparation coordination and property-tax appeal support.
- Coordinated trust, estate, entity and membership-interest administration with legal and tax professionals.
- Historical commercial/retail holdings: 217–221 W. 4th Street; 350–354 and 356–364 S. Broadway; 8430 and 8528 S. Vermont; 6801–6817 Woodman Avenue.
- Historical land/assembly holdings: 8400–8404, 8406–8410, 8412–8420, 8422, 8426–8428, 8508, 8512–8516 and 8518 S. Vermont; 948 W. 8th Street.
- Additional residential holdings: 1400 S. Murray Canyon in Palm Springs; 125 E. Harmon, units 2905 and 2320, in Las Vegas.
- The schedule also includes 340–344 S. Broadway, 722–728 S. Broadway and 620 Arkell, which have their own project records.
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