Infinite Menus Place Holder (Dreamweaver Design View)
Lori A. Lewis - Executive Vice President, Director of Portfolio Operations
As Executive Vice President, Director of Portfolio Operations, Ms. Lewis oversees all acquisition underwriting/transaction management, financing and portfolio operations for KBS. Ms. Lewis developed and directs a team of underwriting and analytical professionals dedicated to managing, underwriting and closing all KBS acquisitions. She is also directly responsible for arranging financing for the KBS funds.
Additionally, Ms. Lewis oversees portfolio performance and analysis on all KBS commingled and separate account funds, including implementing financing structures, review of acquisitions/ dispositions strategies, and overseeing cash flow planning and forecasting. She acts as the investor liaison for KBS in providing performance related information to KBS investors.
Ms. Lewis is a member of the Investment Committee, which evaluates and authorizes new investment opportunities for the firm. Prior to her role as Director of Portfolio Operations, Ms. Lewis was Vice President of Acquisitions and Director of Underwriting.
Prior to joining KBS Realty Advisors in 1996, Ms. Lewis was engaged in the valuation of commercial real estate through the affiliation of several Orange County based consulting and appraisal firms. During her 10 years of consulting experience, Ms. Lewis performed asset valuations on a multitude of institutional grade commercial, industrial, residential and special purpose real estate.
Ms. Lewis graduated from Biola University with a Bachelor's Degree in Business Administration. Ms. Lewis is also a candidate for the MAI designation with the Appraisal Institute.
Stacie Yamane, CPA - Senior Vice President, Controller, Portfolio Accounting
As a Senior Vice President/Controller of Portfolio Operations for KBS Realty Advisors, Stacie Yamane is responsible for client accounting/reporting for real estate portfolios. These portfolios consist of industrial, office and retail properties, as well as land parcels. Ms. Yamane works closely with portfolio managers, asset managers, property managers and clients to ensure the completion of timely and accurate accounting, budgeting and financial reporting. In addition, she assists in the supervision and management of the accounting department. Ms. Yamane is also the Chief Financial Officer of the KBS Real Estate Investment Trust.
Prior to joining KBS in February of 1995, Ms. Yamane was an audit manager at Kenneth Leventhal & Company, a CPA firm specializing in real estate. During her eight years at Kenneth Leventhal & Company, Ms. Yamane performed or supervised a variety of auditing, accounting and consulting engagements including the audit of financial statements on a GAAP, cash and tax basis, the valuation of asset portfolios and the review and analysis of internal control systems. Ms. Yamane has 19 years of real estate experience.
Ms. Yamane received a Bachelor of Arts Degree in Business Administration with a dual concentration in Accounting and Management Information Systems from California State University of Fullerton. She became a Certified Public Accountant in 1990.
Dave Meltz, CPA - Senior Vice President, Portfolio Accounting
As Senior Vice President, David Meltz is responsible for internal and external portfolio level accounting, budgeting and financial reporting for KBS Realty Advisors. In addition, Mr. Meltz works closely with portfolio managers in all phases of strategic planning for acquired loan and owned real estate portfolios. Mr. Meltz has 25 years of real estate experience in accounting, finance and asset management.
Prior to joining The Koll Company in 1993 (and later KBS), Mr. Meltz served as Vice President and Chief Financial Officer of Marketplace Properties, a Southern California shopping center developer/manager. He was involved in all financial aspects of the development and management process, including arranging construction and take-out financing, sales, structuring and raising investor equity, and development and implementation of all budgeting and strategic planning. Prior to Marketplace Properties, Mr. Meltz was Chief Financial Officer for a major syndicator, developer and manager of multi-family and commercial properties and Investment Officer with W. Ross Campbell Co., a commercial mortgage-banking firm.
Mr. Meltz holds Master’s Degrees in both Accounting and Real Estate from the University of Wisconsin and is a Certified Public Accountant and California Real Estate Broker.
©2010, KBS Companies. All rights reserved. Terms & Conditions. *KBS Non-Traded REITs are advised by KBS Capital Advisors, an affiliate of KBS Realty Advisors. Additional information is available at www.kbsreits.com. **No offer to buy the securities can be accepted and no part of the purchase price can be received until the registration statement has become effective, and any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time prior to notice of its acceptance given after the effective date.