CGB
CONSULTING
CGB Consulting Company Profile
Presented by: Charisse Harris Owner CGB Consulting Phone: 713.909.4170 Mobile: 713.297.1057 Fax: 281.401.9770 E-mail: [email protected] Web: www.cgbconsulting.com
CGB
CONSULTING
Table of Contents
1. Executive Summary
2. Services Provided
3. Resume – Charisse Harris
4. Real Estate Profile
5. 2011 TDHCA Awards – LIHTC Applications Processed by CGB Consulting
6. Sample TDHCA Audit Review
7. References
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Executive Summary
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Executive Summary Charisse Harris is the Owner of CGB Consulting (CGB). She started CGB in January of 2005 working with clients on a part-time basis. In December 2009, she made CGB her full-time priority to follow her dreams of bringing new innovative ideas, concepts, and services to the Real Estate Industry. Charisse is also a Realtor with Sperry Van Ness/Meek and Associates (TX License# 610818). Charisse has over 13 years of experience in Commercial and Residential Real Estate. She was recently the Vice-President of Development with the Chaparral Group, Inc. Her areas of expertise include, Affordable Housing, Real Estate Development, and Commercial/Residential Sales and Leasing. She is certified with the Texas Department of Housing and Community Affairs and Fair Housing. She is also a member of the National Association of Realtors, Texas Association of Realtors, and Houston Association of Realtors. Other areas of expertise include Commercial Due Diligence and Underwriting, Economic Modeling and Forecasting, and Transaction Management. Charisse's project experience includes Affordable Housing Projects, Multifamily, Retail, Office Buildings, Hotels, Medical Office Buildings, and Assisted Living Facilities. She has experience in developing and managing over 1,500 multifamily units since 2001 valued over $250MM.
Charisse Harris Owner
CGB
CONSULTING
Services Provided
CGB
CONSULTING
HUD Section 8 Properties CGB brings Buyer's and Seller's together for the
Sale or Purchase of Section 8 properties. If you
are looking to obtain Section 8 properties in the
State of Texas we have the resources to
connect you.
CGB also provides services for Section 8
OCAF and HAP Contract Renewals per the
Section 8 Renewal Policy. Whether you are
submitting your project under any of the
Renewal Options, we know how to package
your submittal to HUD and provide guidance on
how to obtain the highest rental income
potential possible for your property.
Affordable Housing Consulting
CGB specializes in Affordable Housing Properties. We
are experts at preparing 9% and 4% Low Income
Housing Tax Credit Applications layered with or
without Bond Financing. We also specialize in
preparing applications for HOME financing or other
Gap financing needed from the City or County levels.
We assist the Developer with gathering data and
preparing the Pre-application and Full application for
the State Housing Agency. We offer these services to
our clients in Texas and all other States in the U.S.
In addition to the preparation and submission of the
Housing Tax Credit Application, we assist Real Estate
Developers with Scoring projects, Financial Modeling,
and the overall development processes of their
Affordable Housing projects.
CGB
CONSULTING
Commercial Real Estate Development
CGB specializes in the many faucets of Commercial
Real Estate Development. We know the processes
from conception of your vision to the Closing
process. Some of the services that we provide
include:
Construction, Permanent, and Equity Loan
Funding Sources
Financial Modeling
Financing Packages
Due Diligence and Underwriting
Transaction Management
Negotiations
Asset Management
Property Management Oversight
Commercial/Residential
Sales and Leasing
Charisse Harris of CGB has been a Realtor since
January 2011. In 2012 she had a sales volume of
approximately $1MM. She is currently a Realtor
with Meeks and Associates located in Houston, TX.
If you are seeking to Purchase or Lease
Commercial or Residential real estate in the State
of Texas she can represent you.
CGB
CONSULTING
Resume – Charisse Harris
CGB
CONSULTING
Charisse L. Harris 9954 Driftwood Park Dr.
Houston, TX 77095 Phone: 713.297.1057
[email protected] SUMMARY OF QUALIFICATIONS
Realtor Low Income Housing Tax Credit Specialist 13 Years Affordable Housing Experience 13 Years Commercial Development Experience Financial Modeling Due Diligence Underwriting Negotiator Great Customer Service Skills Leader Team Builder
EXPERIENCE Consultant and Realtor | CGB Consulting January 2008 – Present
Affordable Housing Consultant Services HUD Properties Commercial Real Estate Development Services Commercial/Residential Sales Commercial/Residential Leasing
Property Manager | Henry S. Miller Realty Management February 2010 – October 2010
Property Manager of a 312-Unit “Class A” apartment community. Promoted from Property Manger of a 200-Unit “Class A” sister community within 90-Days.
Increased Physical and Economic occupancy by 40% at both communities. Performed exceedingly with monthly budget. Increased income and decreased expenses to enhance
overall Cash Flow. Prepared weekly and monthly operating reports. Implemented and executed the most important rule of property management, “Customer Service,
Customer Service, Customer Service”. Trained and provided outstanding leadership skills to staff members. Implemented new Marketing ideas, concepts, and techniques to market properties.
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Vice-President of Development | The Chaparral Group October 2001 – November 2009
Developed Commercial Real Estate projects in excess of $250MM. LIHTC Application and Compliance Specialist for Multi-Family projects in excess of $30MM. Closing Coordinator for all Commercial Real Estate transactions. Developed and prepared financing proposals for new Real Estate developments. Coordinator of all property assumptions and sales transactions. Prepared and negotiated lease contracts for new tenants of Commercial and Retail properties. Worked independently with CEO, COO, legal, architectural, banking, accounting, and development team. Monitored loan compliance and ensure compliance with owner’s directives. Facilitated financial concepts; performed financial analysis and financial modeling for forecast/budgets. Monitored operations at properties. Reviewed and approved budgets, leasing and sale objectives,
financial reporting, material contracts, capital expenditures and other operating items. Interacted with property managers, investment and financial staff to monitor financial performance,
cash management, risk management, records and reporting. Developed and executed annual strategic plans with the objectives of maximizing property income, cash
flow and long‐term value. Implemented strategic planning of properties, tenants, vendors, and marketing. Planned and implemented new office procedures for interoffice structure.
EDUCATION University of Phoenix Business Administration/Finance CREDENTIALS/SOFTWARE
Texas Licensed Real Estate Agent – License# 610818
Member of the National Association of Realtors, Texas Association of Realtors, and Houston Association of Realtors
TDHCA and Fair Housing Certification HAR Multiple Listing Service (MLS) zipForm 6 Professional 8 Touches Toolkit CMA Centralized Showing Service
HAR Appointment Manager Docusign EZ Coordinator Ziplogix Relay AMSI – EPO, Eservice, and Esite Microsoft Office Bluemoon Resident Check QuickBooks Sure Close
CGB
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Real Estate Profile
CGB
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Real Estate Profile
Meadows Place Senior Village 182 Units - Meadows Place, TX Class "A" Property Tax Credit Financing Project Cost: $7,745,000 Churchill Place Apartments 72 Units - La Porte, TX Class "A" Property Tax Credit Financing Project Cost: $4,442,445 Dartford Square Apartments 124 Units - Tomball, TX Class "A" Property Tax Credit Financing Project Cost: $4,300,000 The Club of Brazos 200 Units - Rosenberg, TX Class "A" Property HUD Financing Project Cost: $14,383,600 The Club at Tranquility Lake 212 Units - Pearland, TX Class "A" Property Conventional Financing Project Cost: $14,000,000 Fairfield Office Building Corporate Office Building - Houston, TX Class "A" Property Conventional Financing Project Cost: $1,088,000 The Neptune 207-Room Luxury Hotel, Houston, TX Class "A" Property Conventional Financing Project Cost: $43,000,000 Juneau Urgent Care Urgent Care/Assisted Living Facility, Juneau, AK Class “B” Property Conventional/Tax Credit Financing Project Cost - $1,700,000
Renaissance Surgical Center Surgical Center - Houston, TX Class "A" Property Conventional Financing Project Cost: $5,000,000 The Club at Stablechase 150 Units - Houston, TX Class "A" Property Conventional Financing Project Cost: $15,575,000 The Club at Copperleaf 240 Units - Houston, TX Class "A" Property Conventional Financing Project Cost: $22,800,000 The Club of the Isle 264 Units - Galveston, TX Class "A" Property Conventional Financing Project Cost: $41,363,000 Oasis Medical Office Building 9-Story MOB - Stafford, TX Class "A" Property Conventional Financing/Bridge Loan Project: $51,125,000 Oasis Assisted Living Facility ALF - Stafford, TX Class "A" Property Conventional Financing Project Cost: $14,125,000
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2011 TDHCA Awards – LIHTC Applications Processed by CGB Consulting
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Sample TDHCA Audit Review
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References
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References
# NAME PHONE
1 Rae Fairfield The Chaparral Group - Former Employer and Mentor [email protected]
713-502-2814
2 Chuck Nelson Steadfast Construction Services [email protected]
832-350-1558
3 Rick Holloway Chicago Title Company [email protected]
832-698-5220
4 Michael Martin M Group, LLP [email protected]
817-865-1355
5 Kaye Joesten M Group, LLP [email protected]
817-865-1356
6 Antoinette M. (Toni) Jackson Coats | Rose [email protected]
713-653-7392
7 Scott Cunningham Cunningham Law Firm [email protected]
713-273-8950
8 Monique Lawshe GHC Housing Partners [email protected]
818-808-0600x350
9 Debra Guerrero The NRP Group LLC [email protected]
210-487-7878
