Dan Whitaker

Background

About Dan Whitaker

In my 35+ years in real estate finance and management, I’ve seen a few things. • Helping a family who lost almost everything in a joint venture unwind their investment. • Negotiating and structuring complex pre-sale, joint venture agreements with institutional investors. • Preparing simple single-property development to complex master planned community development analysis. • Financing, leasing, buying, and selling all types and sizes of properties. My focus is using this experience to provide smart real estate and finance guidance for families, business, and government. I’m told I have an easygoing personality, accessible style, and clear ethics build trust in stakeholders and third parties, enabling better outcomes for everyone involved. I’m passionate about helping others understand and establish real estate holdings that work for them and their goals. Whether business or family assets, in periods of transition or uncertainty, my objective and thorough analysis and advice has provided clients smoother transactions, more advantageous financial structures, greater calm, and higher revenues. I have been fortunate to work for distinguished firms such as Panattoni Development, Quadrant Homes (formerly Quadrant Corporation), Symetra Life Insurance Company (formerly Safeco Life), and National Mortgage Co. Areas of Expertise: • Restructuring and recapitalization of real estate portfolios • Property financing, acquisitions, sales, and leasing • Evaluation and purchase of investment properties • Management of land development and site disposition planning • Analysis and oversight of complex clean-up cost allocations