Transaction and Dealmaking Projects Archives

Planned Community Consultants - Transaction Consultants and Negotiators

Master-Planned Community – Builder Sales

15.02.2019 Golf course redevelopment and adaptive re-use, Master Planned Community Developments, Project Consultants for North America, Residential Housing & Apartments, Transaction and Dealmaking Projects

Acted as a master-planned community consultant to JMB Realty in connection with ongoing build-out of this major Orange County planned residential golf community. Focused residential product and financial analysis in support of ongoing builder sales program, at this resort-style master-planned golf community in Orange County, California. Financial analysis in support of residential product concepting, subdivision build-out, for Owner’s land development team involved with planning and developing this master-planned Orange County community.

Working with project team members including land planning, civil engineering, entitlement representatives, and in-house client project management and financial staff, the various financial analysis included builder residual calculations to support land sale negotiations to third-party home builders.

Coto de Caza is one of Orange County’s leading master-planned communities. The MPC includes golf courses, equestrian facilities, horse trails, and extensive pathways and hiking trails for residents, all in one of Orange County’s more rural settings.

Due diligence consultants - Transaction Consultants and Negotiators

U.S. Acquisitions Program – Owner Representation

30.08.2018 Due Diligence Consultants, Transaction and Dealmaking Projects

Nissho Iwai American Corp. (Sojitz) | Acquisition program representative for U.S., for Nissho Iwai American Corp. (now Sojitz Corp.)

StoneCreek Partners was retained by Nissho Iwai American Corp. (NIAC, now Sojitz) as owner’s representative for their North American acquisitions program. The retainer relationship included solicitation and screening of investment proposals, initial investment suitability and feasibility evaluations for NIAC, and in select instances, preliminary deal structuring and due diligence support for prospective acquisitions.

Two select examples of additional detailed due diligence support were Calhoun Beach Club and Condominiums situated along the shoreline of Lake Calhoun in downtown Minneapolis, Minnesota, and, Newport-Banning Ranch located in Newport Beach, California. Sojitz was formed in 2004 by the merger of NIAC and Nichimen Corporation.

Owner Representation Consultants - due diligence consultants

Family Office Acquisitions Program

21.08.2018 Owner Representation Consultants, Project Consultants for Europe, Transaction and Dealmaking Projects

Newfield Enterprises International | Executive-in-charge of acquisitions program for family office – Newfield Enterprises International. Much of the effort involved acting as a due diligence consultant in managing the deal pipeline and evaluating prospective acquisitions and strategic partners.

Global Real Estate Consultants - Project Conceptual Site Planning

Feasibility & Due Diligence – Victoria Beach Mixed-Use

20.08.2018 Project Consultants for Sub-Saharan Africa, Site Planner, Transaction and Dealmaking Projects

Kwara State (Nigeria) | StoneCreek worked with regard to this Kwara State parcel, in our capacity as global real estate consultants. Initial feasibility study and conceptual design for proposed mixed-use development on Victoria Island (Lagos), Nigeria. Work also included a proposed ground lease and deal structure for involvement of third-party developer.

Mercado del Lago Shopping Center

19.08.2018 Experience with C-Store Fueling Stations, Malls and Shopping Center Consultants, Transaction and Dealmaking Projects

Santa Margarita Co. | Leasing plan and financial analysis for planned shopping center in Rancho Santa Margarita, California. A focus of the financial work was ongoing evaluation of various tenant leasing deals and their impact upon overall project investment yield. Anchor tenants, in-line tenants, the ancillary pad tenant (a c-store fuel station), were each review as negotiations proceeded.

Extensive financial analysis was prepared in collaboration with client organization’s CFO, in tandem with ongoing land use master planning and experiential design efforts for this town center facility in the heart of this highly-successful master-planned community.

The City of Rancho Santa Margarita is a result of a handshake land deal where James C. Flood and Richard O’Neill, Sr. purchased the property and later, O’Neill deeded his land holdings to his son, Jerome. Under Jerome O’Neill’s leadership the ranch was expanded to 230,000 acres and spanned three counties. The holdings later become home to such communities as Mission Viejo and Rancho Santa Margarita.

The Rancho Santa Margarita landholding traces its history to the Shoshonean Native American Indian tribe known as the Acagchemen. The community is situated along the foothills of the Santa Ana Mountains, master planned as an urban village.

View of view Mercado del Lago's waterfront walking page

StoneCreek Partners acted as Real Estate Consultants to Santa Margarita Co., in its development of Mercado del Lago shopping center, for project feasibility, development leasing, and pre-opening facilities management matters.