Robert Margolis, President and CEO, has over 27 years of Real Estate Finance experience and is known as one of the highest Commercial and Residential loan producers in the United States. Through his association with Financial Advisors, Business Managers, Attorneys and CPAs, Margolis has funded over $8 billion in Commercial, Residential, Construction, and Multi‐Family loans. Additionally, Margolis has significant experience in Property Management, Acquisitions, Development and Dispositions.
Margolis holds a CCIM (Certified Commercial Investment Member), CPM (Certified Property Manager), CMP (Certified Mortgage Planner), GRI (Graduate of the Real Estate Institute) and an IBI (Graduate of The Investment Banking Institute of New York). Margolis was a Class B General Building Contactor and is currently certified through Construction Owners Association of America in Construction Management and the ULI (Urban Land Institute) in Real Estate Development. He is a Licensed CA Real Estate Broker, federally and state licensed NMLS, and consults regularly for firms that require his multifaceted experience.
Additionally, Margolis consulted on the development and management of 1,658,000 sq ft of GLA in multiple Retail Centers throughout the US.
Margolis earned a BSM in Economics from Pepperdine University and a Graduate Certificate in Real Estate Finance from Wharton School of Business.
Margolis resides in Brentwood, California. He is an avid traveler whose hobbies include architecture, design and wines.