Expert Profile
John ***** , CPA, is president of Real Estate ***** Services, LLC (REFS), which provides independent ***** services and consulting to institutional and individual investors. ***** has more than 25 years of experience in institutional real estate investment, finance, management and monitoring, along with 10 years of Big Four public accounting experience.
***** ’s breadth and depth of institutional real estate experience includes investment strategy development, portfolio and asset management, due diligence and transaction management, operational reviews, accounting, performance measurement, client service and capital formation. At REFS, which he founded in 2005, his responsibilities include leading consulting assignments in the areas of investment, portfolio, asset and transaction management, including due diligence and Real Estate Information Standards (REIS) related policy development.
***** has led clients through real estate strategy development, portfolio analysis and review, independent ***** assignments, transaction due diligence, manager and vehicle selection and performance measurement analysis. He has also performed operational audits of real estate investment and management organizations.
***** Chairs the REIS Board, which promulgates information standards for the institutional real estate investment industry. Additionally, he formerly served on the REIS Council and served as technical project manager for the 2003 Real Estate Information Standards rewrite.
A graduate of Merrimack College, ***** received a Bachelor of Science degree in business administration and has published several articles and delivered lectures on pension real estate issues. He is a Certified Public Accountant, licensed in Massachusetts and New Hampshire.
***** is a former member of the Merrimack College Investment Committee, serves on the Advisory Board of the Girard School of International Business; and actively participates in several professional associations, including the National Council of Real Estate Investment Fiduciaries (former board member), Pension Real Estate Association (Group Leader of Reporting and Valuation Affinity Group), American Institute of Certified Public Accountants (AICPA), CFA Institute, the Boston Security Analysts Society, and the Massachusetts Society of CPAs. ***** is a fellow of the Homer Hoyt Institute, which comprises a group o***** who lend their expertise to the Weimer School of Advanced Studies in Real Estate and Land Economics.