Brookwood opens South Florida Office by Andrew Duncan

SAN FRANCISCO March 9, 2015 – Brookwood Group has opened a Palm Beach office under the direction of Senior Vice President, Mark L. Troen.

Mr. Troen, a senior principal of the firm, has broad responsibilities throughout Brookwood’s organization and its various divisions including: project development activities of Brookwood Equities; strategic real estate services for private investors, corporate entities and the public sector with Brookwood Advisors; and project management activities of Brookwood Project Services.

With 30 years of real estate experience, Mr. Troen has managed more than $10 Billion in transactions, achieving excellent returns on high-risk, turnaround and problem assets including mixed-use, retail, office, industrial, and residential projects nationwide and internationally, ranging in size from $5 Million to $1 Billion and up to 1,000,000 square feet and 3,000 acres.

“Having been associated with Brookwood Group since the early 1990s, I am very excited to be leading operations for Brookwood in South Florida” said Mark Troen.

Previously, Mr. Troen was Managing Partner and Principal of The Winnmark Group, a strategic real estate services and development firm; co-founder of Racebrook Capital Advisors where he specialized in the acquisition of opportunistic real estate assets, non-performing/sub-performing loans, and distressed properties; and Chief Operating Officer of Sheldon Good & Company, one of the most recognized and respected names in real estate auctions in the United States, achieving nearly $400 Million in closed real estate sales during his tenure.

“Opening an office in South Florida under the direction of Mark Troen is a strategic and significant step for our firm,” according to Brookwood’s Chairman and Chief Executive Officer, S. Shepherd Heery. “With impressive growth in the Southeast and with Florida now the 3rd most populous state in the nation, Brookwood is fortunate to have Mark leading our business in the region, especially given his experience in all aspects of real estate investment and development.”

Brookwood Advisors Launched by Andrew Duncan


Brookwood Advisors has been formed as the strategic management consulting division of Brookwood Group, Inc. This team of highly experienced executives can provide conceptual and early stage advice to senior managers of corporations and institutions that are contemplating new capital investments in real estate, facilities and campus expansions. Within Brookwood Advisors, extraordinarily creative visioning and conceptual skills coexist with intense commitments to clear project definition, risk mitigation strategies, effective organizational governance and investment returns. Early engagement of Brookwood Advisors can result in the most valuable contributions to project planning and execution. For more information about Brookwood Advisors, please contact Shepherd Heery at (415) 402-0801 or at

Liza Gray joins Brookwood’s Executive Team by Andrew Duncan

Liza G. Gray has returned from New York to Brookwood Group’s Atlanta office and she has accepted an appointment as Vice President of the firm. Now serving as a Brookwood principal, and corporate officer, Liza has a strong track record that includes more than 15 years in managing project development and construction activities.

Liza’s extensive experience at Brookwood includes her work: as a project manager for the restoration and conversion of the historic Atlanta Biltmore Hotel; as a manager for the design phase of the Fine Arts Center at Albany State University; and as assistant project manager for the construction program management of Georgia State University’s Student Recreation Center in downtown Atlanta. She was also involved in the administration and management of design and construction activities for The Wakefield, a luxury cooperative apartment building in the Buckhead area of Atlanta. Liza was a key member of Brookwood’s team that served College Partners Inc. (Morehouse College, Spelman College, and Morehouse School of Medicine) in a complex land swap with the Atlanta Housing Authority. The initial 120-acre land acquisition process coordinated by Brookwood included managing the negotiations, title work, closings, demolition, legal agreements, property management and insurance procurement. Thirty-four parcels owned by separate families or entities were acquired for the three colleges.

During a recent leave of absence from Brookwood Group, Liza was based in New York where she served as the Capital Project Manager for Harlem RBI, a youth development non-profit organization. She managed the design and construction of a $90 million mixed-use project consisting of a K-8 charter school, a non-profit office space, 89 units of affordable housing and the renovation of a public park. The project was a public-private partnership between the NYC Housing Authority, NYC School Construction Authority, the NYC Department of Parks and Recreation, Jonathan Rose Companies and Civic Builders. She coordinated with a New Market Tax Credit consultant to close $26 million in New Market Tax Credits for the school.

Liza holds a Masters of Business Administration from Georgia Institute of Technology College of Management and a Bachelor of Arts in Communication from Georgia State University.

Winnmark & Brookwood merge Real Estate Activities; Mark Troen joins Brookwood as Senior Vice President by Andrew Duncan

Mark L. Troen, Managing Partner and Principal of The Winnmark Group, a long-time affiliate of Brookwood Group, has been appointed Brookwood Senior Vice President. With the merger of The Winnmark Group’s strategic real estate services and development activities, Mark now serves on Brookwood’s Operations Committee and he has broad responsibilities throughout Brookwood’s organization including the identification of development opportunities for Brookwood Equities and strategic real estate services for private investors, corporate entities and the public sector with Brookwood Advisors.

Mark is focused on activities in both the Palm Beach and New York offices, while supporting Brookwood nationally. In connection with this merger, he has become a shareholder of Brookwood Group, Inc.

Mark has experience in all aspects of real estate investment, development and management, including: acquisitions and dispositions; financings and re-financings; asset repositioning, workouts and restructurings; management, leasing, marketing and sales; and construction, redevelopment and new development. He has a multi-disciplinary educational and professional background, with an MBA from the Wharton School and a Master of Architecture degree from the University of Pennsylvania. He graduated from Harvard College, AB cum laude, while majoring in economics.

Larry Kelley joins Brookwood Group; Leads Higher Education Practice by Andrew Duncan

Brookwood is extremely pleased to announce that Lawrence R. Kelley has agreed to become a shareholder and employee. Larry will join Alan Katz, Jim Mueller, Doug Bulleit and Shepherd Heery as a member of Brookwood’s Board of Directors. As a new Principal of Brookwood Group, Larry will lead the firm’s Higher Education practice. This will include strategic advisory services for colleges and universities, collaborative property development activities, and program management services.

As Brookwood’s Managing Principal, Higher Education, Larry will work with every member of our firm, especially including Mark Zuffo who, like Larry, has many years of career experience as an employee of a university. These extraordinarily valuable experiences enable both Larry and Mark, as leaders within Brookwood Group, to help us all more fully understand and effectively serve the needs of our clients and development partners.

For the past decade, Larry has been Brookwood’s client at Cal Poly and Georgia State University. Upon his recent retirement from Cal Poly, Larry and his wife, Diane, relocated from San Luis Obispo to their home state of Ohio. They are based in Akron, which now becomes a new service delivery location for Brookwood Group.

As a former university senior executive officer, Larry has a passion for higher education and, specifically, for discovering and implementing new, better and more cost effective ways to help university leaders deliver services and facilities that ultimately benefit students.

The focus of Larry’s career has been in financial and administrative leadership in both private business and not-for-profit environments. At Cal Poly, Larry was an executive officer in support of the University’s President. During Larry’s nearly twelve years at Cal Poly, twenty major capital projects were completed with a combined cost of $750 million. The projects included new student housing, housing for faculty and staff, a major stadium renovation, new academic and administrative buildings, a recreation center, and a technology park, among others.

At Georgia State University in Atlanta (from 1996 to 2002), Larry was involved in the development of a new recreation center, a second campus outside of Atlanta, acquisition, demolition and construction of a new academic building and an innovative public/private partnership for student housing.

Previously, Larry also served in senior leadership roles at the University of Maine, Kent State, Miami University and the University of Akron where he began his career in higher education as Budget Director.

Larry has been active in the National Association of College and University Business Officers (NACUBO), the Society for College and University Planning.

Doug Bulleit serves on Brookwood's Board of Directors by Andrew Duncan

Douglas A. Bulleit is among the new shareholders of Brookwood Group and he will serve on the firm's Board of Directors.

Other new shareholders include Linda & Bill Manry (of Monte Sereno, California), Junwei Zhou (of San Jose and Shanghai), Will Semmes (of Berkeley, California), Claudia Fitch (of San Francisco) and Thomas Farrow (of London).

Doug is semi-retired and remains active in various communications, search and social networking projects particularly as they relate to healthcare consumerism.

From 2006-2012, Doug served as Managing Partner of DCS Health, an Atlanta-based company that he founded. DCS Health was comprised of leading network executives and developed Consumer Driven Health Plan (CDHP) portals and search technologies using proprietary Health over Internet Protocols (HoIP). In 2012, DCS Health Technologies merged with Research Triangle-based Family Heath Network.

Until BellSouth was acquired by AT&T in late 2006, Doug served as BellSouth's Chief Strategist where he focused primarily on core business growth initiatives. In particular, his work resulted in a material expansion of BellSouth's convergent digital networking, broadband/IP, electronic commerce and Managed Services positions. Prior to his corporate-level post at BellSouth, Doug spent six years developing an assortment of enhanced network services during his tenure as President of BellSouth's Advanced Networks Group. Doug also maintained a key position in the fashioning and management of BellSouth’s strategic alliances such as those with CommerceNet, Integrated Communication Systems (ICS), and others.

Before joining BellSouth, Doug founded ICS TranstexT, and before that, he served as Heery International's Vice President of Planning & Corporate Development. Doug was a key executive at Heery International and served in a number of leadership roles at Heery from 1971-1983.

Subsequent to undergraduate studies at Purdue and Georgia Tech, in electrical engineering and information systems respectively, Doug became a registered Professional Engineer in ten states. He also completed the Executive Program at the Stanford Graduate School of Business, Singularity University at NASA Ames and the Management of Technology Program at MIT's Sloane Business School.

In addition to Doug’s new role with Brookwood Group, he has also served on the Boards of Atlanta's Resource Opportunity Center, the Atlanta Metro Group, Point B Communications, Inc. and Atrica Networks, Inc. Board of Advisors as well as the University of Georgia's College of Arts and Sciences Board of Visitors.

Doug lives in the midtown area of Atlanta and on Lake Burton near Clayton, Georgia.

Formation of Brookwood Equities LLC by Andrew Duncan

Senior principals of San Francisco based Brookwood Group, Inc. and Seattle based JC Mueller LLC have announced the recent formation of Brookwood Equities LLC, a national real estate development and investment firm with offices in Atlanta, Los Angeles, San Francisco and Seattle.

As a wholly owned subsidiary of Brookwood Group, Inc., Brookwood Equities LLC and its capital partners focus on high density urban and transit-oriented properties in technology-intensive markets. Asset classes include multi-family residential, office and mixed-used projects. The firm also specializes in collaborative public private development partnerships with colleges, universities, municipalities and other public or quasi-public agencies.

Today’s announcement was made by Brookwood’s Chief Executive Officer, S. Shepherd Heery, Brookwood’s President, Alan M. Katz, and Brookwood’s Executive Vice President & Pacific Northwest Region Manager, James C. Mueller. Mr. Mueller became a Brookwood principal in 2012. He also has continuing responsibilities with JC Mueller LLC.

Brookwood also recently announced the promotions of Kenneth R. Klebanoff to Senior Vice President and Mark C. Zuffo as Vice President.

Mr. Klebanoff is based in Atlanta and is the lead executive for activities of Brookwood Equities in the Southeast. He is an experienced developer and architect with significant project experience including high-rise multi-family housing, office/warehouse developments and high-rise office buildings across the United States.

Mr. Zuffo is based in San Francisco. He leads the firms collaborative efforts with colleges and universities throughout North America. Mr. Zuffo recently served as President of the Association of University Real Estate Officers (AUREO). Prior to joining Brookwood in 2011, Mr. Zuffo was the Director of Real Estate Services - Leasing and Property Management for the University of California, San Francisco.

Brookwood Group is an international real estate development, investment, planning, design and management consulting firm that was founded in 1989 by siblings Shepherd and Laura Heery, together with their father, George T. Heery. George Heery serves as Chairman of the Board of Directors The firm is owned by 20 of its principal executives and 8 private investors who are based in the states of Washington, Montana, California, Georgia, Florida, Alabama, New York and Connecticut.

Brookwood has long been regarded as a innovative industry leader, and has a highly collaborative approach, guided by an intense commitment to advancing and protecting the interests of its clients and capital partners. Since 1989, Brookwood Group has completed projects in North America, Europe, Asia and South America with aggregate valuations that exceed US$8 Billion.

JC Mueller LLC was founded in Seattle by James C. Mueller in 2005. Mr. Mueller was formerly the Senior Director of Development with Vulcan, Inc., a Seattle based Paul Allen Company. Previously, Mr. Mueller was an executive with Koll Development. Mr. Mueller serves as Brookwood's partner in Seattle and as one of the firm’s Directors. He leads Brookwood’s activities in the Pacific Northwest.