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Samuel Latone Application PackageLatone Samuel P Last Name First Name Middle Initial 6515 Collins Ave #1702 Miami Beach Home Address City FL 33141 State Zip Code 40421929894042192989 HomeWork sam.latone@tscg.com Email Address 4042192989 Cellular Business Address 5201 Blue Lagoon Dr, #550 City State Zip Code TSCG Occupation:Business Name: President & Co-CEO Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note that only three (3) choices will be observed by the City Clerk’s Office. (Regular Boards of City) Choice 1: Choice 2: Choice 3: North Beach CRA Advisory Committee BOARD AND COMMITTEE APPLICATION FORM Note:If applying for the At-Large position of the Historic Preservation Board, please answer the below questions: Have you ever resided in one of the City's Historic Districts for at least one year?Yes No Address in City Historic District submitted. Professional License License Number Issuance Date Expire Date Georgia Real Estate License 177928 9/28/2028 Note:If you are seeking appointment to a professional seat (e.g. attorney, architect, etc.), you must attach a copy of your currently effective corresponding professional license. Pursuant to City Code section 2-22(4) a, b and c: Members of Agencies, Boards, and Committees shall be affiliated with the city. This requirement shall be fulfilled in the following ways: YesResident of the City for a minimum of six (6) months: Demonstrate an ownership interest in a business established in the City for a minimum of six (6) months:No AFFILIATION WITH THE CITY OF MIAMI BEACH a. ● I am resident of:North Beach Or b. "Ownership Interest" shall mean the ownership of ten percent (10%) or more (including the ownership of 10% or more of the outstanding capital stock) in a business. "Business" shall mean any sole proprietorship, sponsorship, corporation, limited liability company, or other entity or business association. c.Full-time employee of such a business (for a minimum of six months); and I am based in an office or other location of the business that is physically located in Miami Beach (for a minimum of six months):No Notwithstanding the requirements set forth herein, the qualified full-time employee of a business must be approved by a 4/7th vote of the Mayor and City Commission. NOTE: Members of Agencies, Boards, and Committees shall be required to demonstrate compliance with the City affiliation requirements of section 2-22 (4) a ,b or c of the Miami Beach City Code by executing an affidavit, stipulating that they have met one or more of said affiliation requirements. The original affidavit shall be filled with the Office of the City Clerk prior to being sworn in as a member. Or No● Have you ever been convicted of a felony:If yes, please explain in detail: ● Do you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail: ● Do you currently owe the City of Miami Beach any money:No If yes, please explain in detail: ● Are you currently serving on any City Boards or Committees:No If yes, which board? ● Are you presently a registered lobbyist with the City of Miami Beach?No ● I am applying for an appointment because I have special abilities, knowledge and experience. Please list below: Commercial Real Estate Redevelopment Commercial Real Estate Finance Commercial Real Estate Acquisitions Commercial Real Estate Asset Management Specific Emphasis on retail merchandising curation in both urban street front and open air shopping center environments Mixed use development NOTE: IF APPOINTED, YOU WILL BE REQUIRED TO FOLLOW CERTAIN LAWS THAT APPLY TO CITY BOARD/COMMITTEE MEMBERS. THESE LAWS INCLUDE, BUT ARE NOT LIMITED TO: o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459). o Prohibition from contracting with the city (Miami-Dade County Code section 2-11.1). o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office (Miami Beach Code section 2-26) o Requirement to disclose certain financial interests and gifts (Miami-Dade County Code section 2-11.1). o Sunshine Law - Florida's Government-in-the-Sunshine Law was enacted in 1967. Today, the Sunshine Law regarding open government can be found in Chapter 286 of the Florida Statutes. These statutes establish a basic right of access to most meetings of Boards, Commissions, and other governing bodies of state and local governmental agencies or authorities. o Voting conflict - Form 8B is for use by any person serving at the county, city, or other local level of government on an appointed or elected Board, Council, Commission, Authority, or Committee. It applies equality to members of advisory and non-advisory bodies who are presented with a voting conflict of interest under Section 112.3143. Florida Statutes. o Commencing with terms beginning on or after January 1, 2024, and as a condition of applying for appointment to a City agency, board, or committee, each applicant must voluntarily agree that in the event the applicant files with the City Clerk a Statement of Candidate formally announcing candidacy for City elective office, such filing with the City Clerk shall be deemed a tender of resignation from the City agency, board or committee, and the member's automatic resignation shall thereby immediately create a vacancy in the agency, board, or committee. o If an appointee is engaged to provide services, for compensation, to either (1) a candidate for City elected office, or (2) a political committee or electioneering communications organization expending funds for or against candidates for City elected office, such engagement shall be deemed a tender of resignation from such City agency, board, or committee. (Miami Beach City Code Section 2-22) ● In what organization(s) in the City of Miami Beach do you currently hold membership in? No Organization Information Submitted. ● List the address of all properties owned or in which you have an interest within the City of Miami Beach: Property Residence at 6515 Collins Ave, Unit 1702, Miami Beach, FL 33141 If so, which department and title?No● Are you now employed by the City of Miami Beach: ● Pursuant to City Code Section 2-25 (b): Do you have a parent, spouse, child, brother, or sister who is employed by the City of Miami Beach?No If "Yes", identify person(s) and department(s): No relative's information submitted. BOARD & COMMITTEE FINANCIAL ACKNOWLEDGEMENT STATEMENT Acknowledgement of fines/suspension for Board/Committee Members for failure to comply with Miami-Dade County Financial Disclosure Code Section 2-11.1(i)(2) I understand that no later than July 1, of each year all members of Boards and Committees of the City of Miami Beach, including those of a purely advisory nature, are required to comply with Miami-Dade County Financial Disclosure Requirements. One of the following forms must be filled with the City Clerk of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida, no later than 12:00 noon of July 1, of each year: 1. A "Source of Income Statement;" or 2. A "Statement of Financial Interests (Form 1)¹ ;" or 3. A Copy of your latest Federal Income Tax Return. Failure to file one of these forms, pursuant to the Miami-Dade County Code, may subject the person to a fine of no more than $500, 60 days in jail, or both. _____________________________ ¹ Members of the Planning Board and Board of Adjustment will be notified directly by the State of Florida, pursuant to F.S. §112.3145(1)(a), to file a Statement of Financial Interests (Form 1) with the Miami-Dade County Supervisor of Elections by 12:00 noon, July 1. Planning Board and Board of Adjustment members who file their Form 1 with the County Supervisor of Elections automatically satisfy the County’s financial disclosure requirement as a Miami Beach City Board/Committee member and need not file an additional form with the Office of the City Clerk. However, compliance with the County disclosure requirement does not satisfy the State requirement. DIVERSITY STATISTICS REPORT The following information is voluntary and has no bearing on your consideration for appointment. It is being asked to comply with City diversity reporting requirements. noneRace/Ethnic Categories What is your race? No details providedOther Description: Gender:None Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino. No Physically Challenged:No I HEREBY ATTEST TO THE ACCURACY AND TRUTHFULNESS OF THE APPLICATION; AND I HAVE RECEIVED, READ AND WILL ABIDE BY CHAPTER 2, ARTICLE VII, OF THE MIAMI BEACH CITY CODE, ENTITLED “STANDARDS OF CONDUCT FOR CITY OFFICERS, EMPLOYEES AND AGENCY MEMBERS AND ALL OTHER APPLICABLE COUNTY AND/OR STATE LAWS AND STATUTES ACCORDINGLY.” I Samuel Latone agreed to the following terms on 8/13/2024 12:41:54 PM Received in the City Clerk's Office by: Name of Deputy Clerk Control No. Date Board and Committee Application Checklist: Please ensure you have provided all information before applying or reapplying to any Board and Committee. YES YES YES YES I have answered all questions fully. I have uploaded a current resume, photograph, and a copy of any applicable professional license. I have completed and attached the Board & Committee Financial Acknowledgment Statement. I have completed and attached the Diversity Statistics Report. If you have any questions, please contact the Office of the City Clerk via email: BC@miamibeachfl.gov or telephone: 305.673.7411 Note: Florida Statutes 119.071: The role of the Office of the City Clerk is to receive and maintain forms filed as public records. If your home address, telephone numbers, and/or photograph are exempt from disclosure and you do not wish your home address, telephone numbers, and/or photograph to be made public, please: 1) Use your office or other address for your mailing address; 2) Use your office or other telephone number for your contact number; and 3) Do not attach a photograph. YES I voluntarily agree to the resignation from the City agency, board, or committee, if I file a Statement of Candidate for a City Elective Office (1). (1) I understand that commencing with terms beginning on or after January 1, 2024, and as a condition of applying for appointment to a City agency, board, or committee, I must voluntarily agree that in the event I file with the City Clerk a Statement of Candidate formally announcing candidacy for City elective office, such filing with the City Clerk shall be deemed a tender of resignation from the City agency, board, or committee. YES I understand that (2). (2) If am engaged to provide services, for compensation, to either (1) a candidate for City elected office, or (2) a political committee or electioneering communications organization expending funds for or against candidates for City elected office, such engagement shall be deemed a tender of resignation from the City agency, board, or committee. Samuel P. Latone, II 6515 Collins Ave, #1702 Miami Beach, FL 33141 (404) 219-2989 Career Summary: Experienced CEO and seasoned commercial real estate executive with thirty (30) plus years of experience in all facets commercial real estate, including acquisitions, development, marketing and finance. Strong technical, negotiation and leadership skills. Accomplished at simultaneously dealing with multiple tasks. Experienced at solving complex problems from a fiduciary's perspective. Professional Accomplishments 2000-present TSCG – Co-Chief Executive Officer Co-Chief Executive Officer responsible for overseeing strategic planning and execution, as well as the Company’s various landlord services business lines. ° Led with Co-CEO a management buy down of the company’s founder to accomplish the execution of a succession plan allowing for the founder’s retirement. ° Created a vehicle and strategy to allow for the consolidation of 8 different operating companies and 30+ shareholders into a single operating entity that included a vehicle for existing and future shareholders to monetize the value of their ownership at retirement and lay the foundation for the firm to become multi- generational and operating in multiple geographies. ° Took a single disciplined company and diversified it into multiple disciplines such that the original business line of retail tenant representation is less than 50% of overall company revenues. ° As the architect of the company’s landlord services business line, the company went from a start-up service provider in retail property leasing, property management and investment sales, to a dominant force with a portfolio exceeding 60 million sf of leasing/property management and annual investment sales volume in excess of ½ billion dollars. ° Directing the company’s $ 1 billion investment management subsidiary that is currently in the market raising an additional $200 million of equity to invest in open air shopping centers, as well as a $50 million private credit fund to provide small balance loans to the company’s 3rd party clients in the mid-Atlantic and southeast ° Increased the company’s revenues and profits 10 fold over 15 years, going from a 6 office operation to a 23 office operating platform in 13 states. Samuel P. Latone, II Page 2 1997- 2000 Baita Realty Investment Management President and CEO (1997 to 2000) Senior Vice President/Asset Manager (1997 to 1998) Chief Executive Officer responsible for leasing, property management, financial and investor reporting, as well as asset management of an investment management company focused on the utilization of European investment capital with a portfolio of 25 retail and office properties totaling 3.1 million square feet. Implemented a restructuring plan for the company which achieved the following: ° In a twenty four (24) month period, reversed operational losses of $600,000 per year to producing a profit that represents a twenty-five percent (25%) net margin on gross revenues, while simultaneously allowing for a substantial increase in employee morale, team spirit and productivity. ° Developed and implemented a portfolio leasing strategy that increased portfolio occupancy from seventy- seven percent (77%) to ninety-eight (98%), resulting in the successful disposition of $200 million of assets. ° Implemented an accounts receivables collection process that reduced portfolio receivables from ten percent (10%) of gross income to one-percent (1%) of gross income. ° Created and executed successful re-tenanting and merchandising plans on value added projects which included both grocery anchored and power center retail projects. ° Initiated a standardized monthly investor reporting process at both the property and portfolio level which significantly improved investor confidence, resulting in repeat investor participation in new investment opportunities. 1992-97 Branch Properties, Atlanta, Georgia Senior Vice President/Portfolio Manager (1995 to 1997) Vice President/Asset Manager (1993 to 1995) Asset Manager (1992 to 1993) Total performance accountability with direct supervision of leasing and property management staff with respect to an income property portfolio, dominated by retail property investments, containing twenty (25) properties totaling 2.3 million square feet. Selected accomplishments include the following: ° Structured, approved and executed all tenant leases submitted by leasing staff, resulting from merchandising strategies that created a significant increase in portfolio value. This value increase ultimately allowed for the acquisition of the company by a national Real Estate Investment Trust, increasing the value of the partners’ equity basis four-fold. ° Developed an exit strategy involving a 342,109 square foot power center that when complete produced a 16% internal rate of return to the investment equity. ° Structured and completed the turnaround of a troubled 172,862 square foot community retail shopping center, which resulted in an increase of cash flow by 50%. Samuel P. Latone, II Page 3 ° Developed and implemented a marketing plan on a troubled 38 acre industrial park that allowed for the sale of five (5) parcels totaling 19.6 acres over a one (1) year period, at prices that allowed the client to recapture its basis in the lots sold. ° Prepared and implemented a turnaround strategy on a 55,227 square foot specialty retail center which produced a 20% cash on cash equity return and doubled the value of the property. ° Negotiated an indemnity and cleanup agreement and monitored remediation involving a service station formerly situated on an out parcel where the tenant's remediation costs approached $1 million. ° Negotiated and structured debt financing totaling $26.9 million on six (6) investments as well as portfolio acquisition financing totaling $100 million, secured by fifteen (15) retail properties. 1986 - 1990 The Calibre Company, Orlando, Florida, Development Asset Manager, 1987 – 1989 Area Property Manager, 1986 - 1987 ° Created and implemented a quarterly strategic review process designed to isolate opportunities to improve the returns of individual assets as well as the overall portfolio, which contained nine (9) apartment communities (2,079 units). Program provided a 12% increase in portfolio cash flow in eighteen (18) months. ° Directed Regional Property Managers in the development of annual property management plans for all company properties. Conducted quarterly and annual property performance evaluations relative to management plans to isolate variances and structure corrective measures for implementation. ° Designed and implemented company's development objectives resulting in the land acquisition and pre-development completion of a 480 unit apartment complex. Additionally, completed due-diligence and preliminary design on two (2) properties (722 units). ° Secured permanent financing totaling $15 million for two (2) apartment properties (356 units) and sold two (2) apartment properties (397 units) for $20.9 million. ° Turned around a problem region, experiencing soft market conditions, containing two (2) properties totaling 651 apartment units. Economic success indicators include; average occupancy increased from 65% to 98%, turnover decreased to 65% from 100%, and delinquency decreased to 1.5% from 7%. 1982 - 1986 Westinghouse Credit Corp., Atlanta, Georgia District Manager - Real Estate Finance, 1984 - 1986 District Representative - Real Estate Finance, 1982-1984 ° Originated, structured and closed, in accordance with company asset allocation objectives, three (3) construction/interim participating loans totaling $42.3 million on income producing properties being sponsored by first tier developers. Samuel P. Latone, II Page 4 ° Lead Underwriter on eight (8) income property financing transactions totaling $69.25 million and underwriting participant on seven (7) transactions totaling $115.35 million, involving participating and non-participating mortgage loans. Originated, underwrote and closed $35 million of investor note financing on income property based syndication’s. Education: Master of Business Administration, Georgia State University, Atlanta, Georgia; graduated December 1992 magna cum laude. Worked in the Department of Real Estate as a Graduate Research Assistant, reporting to department Chairman. Member of Beta Gamma Sigma. Bachelor of Science in Business Administration (Finance), Le Moyne College, Syracuse, New York, 1982. Member of Delta Mu Delta. Boards and Affiliations TSCG: Director – 2001 to present Chain Links Retail Advisors: Director – 2003 to 2006 Chairman of the Board – 2006 to 2008 ICSC Member - 1992 to present YPO/WPO – 2004 to present North American Real Estate Roundtable- Retail Breakout Roundtable Moderator – 2024 – Dallas, TX Shopping Center Symposium Planning Committee – 2024- Miami Beach, FL Global Real Estate Industry Network Chair FY 15 and 16 Co-Chair – Southern Real Estate Council Meeting – 2010 Committee Member – Los Angeles Real Estate Roundtable 2011 Global Real Estate Industry Network Membership Chair – 2012 to 2014 2013, 2014, 2015 and 2016 Network Champion and Planning Committee Member Latin American Roundtable, as well as Forum Moderator for the 2014 and 2015 programs 2012, 2013, 2014, 2015 and 2016 Network Champion and Planning Committee Member Shopping Center Symposium, as well as Forum Moderator for the 2015 and 2016 programs 2016 Network Champion and Planning Committee Member Multi-Family Symposium 2013, 2014, 2015 and 2016 Network Champion and Planning Committee Member North American Real Estate Roundtable 2015 ICSC Global Real Estate Industry Network MIM Co-Champion 2015 GLC Global Real Estate Industry Network MIM Champion 2016 GLC Global Real Estate Industry Network MIM Co-Champion 2015 and 2016 Network Champion and Planning Committee Member European Real Estate Roundtable Global Real Estate Industry Network Incoming Roundtable Chair 2016 Global Networking Summit Planning Sub-Committee Member