tici corporate brochure
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The TICI Group of CompaniesCorporate Summary
www.ticigroup.com
TICI Corporate Summary | Our Group of Companies
www.ticigroup.com
Business | Real Estate | FacilitiesFinance | Asset & Risk Management
TEXA
S IN
TERN
ATIONAL CONSULTANTS, INCORPORATED
GENERATIONS OF SOLID ADVICE SINCE 192
1
Capital Markets | AcquisitionDisposition | Tenant Representation
“A New Generation…A New Direction”
TICI Corporate Summary | Table of Contents
www.ticigroup.com
Circle of InfluenceWho We are, What We Bring & What We Do
Introduction & History
Primary Officer Bios & CV Links
Menus of Services Offered & Types Of Product Services
Experience & Commitment
Sampling of Relationships & Engagements
Industry Affiliations & NetworksCoverage in all Directions References
Licenses & Key Strategic Alliance Partner States
TICI Corporate Summary | About Us
www.ticigroup.com
WHO WE ARE
Third Party Consultants & Advisors On
Business, Real Estate, Facilities, Finance, Asset & Risk Management To
Owners, Operators, Investors, Lenders, Landlords & Tenants
WHAT WE BRING
INTEGRITY EXPERIENCERELATIONSHIPS
[ Since 1921 ]
WHAT WE DO
Provide Solid Advice
Creative Problem Solvers
Formulate Cost Effective & ComprehensivePlans Of Action
Deliver Timely Results
TICI Corporate Summary | Introduction & History
www.ticigroup.com
Steeped in history, Texas International Consultants, Incorporated began as a vision of Mary Lucretia Mendiola. Born in Mexico in the late 1800’s, her upbringing was of old world values. She was raised with the belief that land was holy and to own it divine. So when she came to Houston in 1911 with her husband, Manuel, an artist and art history professor, and their thirteen children, she began to buy land on the north side of Houston and then established Mendiola Real Estate in 1921. She continued to purchase land all around Houston and ultimately small houses & buildings to rent through the twenties, thirties and forties. Her son Joseph, the youngest of the thirteen, returned from World War II with his bride, Pamela, from London and began to build and sell homes to the returning GI’s and their growing families in the forties, fifties and sixties.
During the fifties and sixties the business grew under several subsidiaries with Mendiola Properties being the most prominent. In addition to tract homes, they branched out to construction, mortgage and insurance for custom homes and small free standing commercial buildings for existing clients. In the sixties and seventies the business continued to expand with Pamela taking an active role in buying, leasing and managing rental prop-erties along with some other non-real estate related businesses, which she operated through the late seventies after the death of Joseph. In 1978, Texas International Consultants, Incorporated, (TICI) became the parent company for all of the various subsidiaries and holdings.
At this time the board was expanded to include the third generation, their daughter, Helen, just entering the commercial real estate business after college. From the early eighties until her illness in 2003, Pamela ran a successful company consisting of various partnerships and hold-ings for diversified businesses and real estate. After the sudden illness of her mother, Pamela, Helen took a leave of absence from her position in corporate real estate with a large regional bank and stepped into the role as acting CEO. When it became clear that Pamela would not be able to return to her daily activities, Helen resigned her position and assumed the full time role of President and CEO.
From 2003 to the end of 2009, Helen, through a comprehensive business plan, began to divest of partnerships, holdings and loans in four cities and two states. After the death of Pamela in November of 2009, Helen was tasked with whether to continue with the family legacy or return to the corporate world. After much deliberation, in the spring of 2010, Helen elected to combine the best of both worlds and restructure the company into a full service, third party, consulting firm to public and private CEO | CFO & COOs, Real Estate Operating Companies, In-house Real Estate | Facility Executives as well as to Landlord|Owners, Operators, Investors, Developers, Lenders and Tenants (end users).
TICI Corporate Summary | A New Phase
www.ticigroup.com
Beginning the next phase of TICI in 2010, Helen and her husband Jay, a risk management and real estate executive, embarked on growing the business one client at a time. Their preference is to work closely with strategic alliance partners across all industry sectors to complement the service platform requirements of each client. In the fourth quarter of 2012, The TICI Group of Companies was reborn with the establishment of Stealth Realty Advisors, LLC to focus on Capital Markets, Acquisitions, Dispositions & Tenant Representation for our clients. As The TICI Group moves into 2013, the owners are reminded that it all began with the vision of Lucretia in 1911, one hundred + years ago. It is instilled in the same vein to the third generation to continue to deliver the same values, work ethic and integrity for generations to come.
We hope you will embark on this journey with our ancestors and us.
TICI Corporate Summary | Officer Bios
www.ticigroup.com
Helen Mendiola Banks is the third generation of her family to practice real estate, with an emphasis on commercial, corporate and institutional real estate on an international basis. Beginning her career while in college, she was fortunate to have interned with and been mentored by renowned industry executives and entrepreneurs whom she still has excellent relationships with today. Over the span of her career she has been in the unique position of working in house for large & midsized companies in their real estate, facility, design & construction departments as well as a service provider with well known large and small brokerage and consulting firms. In both instances, she has amassed a vast amount of experience in health care consulting, specifically with medical office buildings, acute and post-acute care and senior housing. One of her last in house corporate positions was with a major regional bank, based in Nashville. In this assignment, she was responsible for all of the office, retail, campus and call centers for a five state territory.
In each role she has garnered a vast understanding of the requirements and objectives sought by those needing her services. Helen approaches every assignment with a “can do attitude” & is well known for her tenacity and negotiating skills. Helen realizes she has been fortunate to develop a diverse skill set for ALL property types and occupiers of space on a global basis, with a special interest in medical | healthcare and financial services companies. In thirty plus years she has developed a comprehensive contact base of industry professionals who she credits in her success. Today she utilizes Strategic Alliance Partners as valued resources in accomplishing assign-ments for clients.
After spending over two decades working for others, Helen elected to take over the CEO role of the family investment company, Texas International Consultants, Incorporated in 2003. Following a comprehensive review of the company’s assets, and strategic direction going forward, she decided to sell the non-core assets of the company spread out in two states and four cities and reposition it to a national consulting platform. This was accomplished in the spring of 2010. In 2012, recognizing the increasing require-ments from TICI clients for brokerage services, Stealth Realty Advisors, LLC was launched as the newest member of the TICI group of companies.
Helen is a well regarded community and industry leader and fund raiser having served on numerous boards and committees. She has been in the who’s who of corporate real estate since 2000.
HELEN MENDIOLA BANKS
President | CEOThe TICI Group of Companies:Texas International Consultants, IncorporatedStealth Realty Advisors, LLC
(713) 705-1598 Mobile(281) 474-2223 Fax
www.linkedin.com/in/helenmbankswww.visualcv.com/hmb24
skype@hmb249
TICI Corporate Real Estate License # 397864 Stealth Corporate License # 9001756
Personal Brokers License # 246967
TICI Corporate Summary | Officer Bios
www.ticigroup.com
Jay Banks followed in his family’s tradition of public service and journalism and enjoyed a successful career as a political consultant, lobbyist, public affairs | public relations specialist, and real estate association executive. Jay elected to enter the commercial | corpo-rate real estate business full-time in 1984. Taking a sabbatical in the early nineties to pursue a medical degree, he determined that the direction of healthcare was not favorable to the individual practitioner, so he returned to the real estate business in the mid-nineties to concentrate on senior housing and post-acute care. His clients included both private and publicly held health care corporations. In 1996, he moved to Nashville to assume an in-house real estate position with a major publicly held senior housing provider and was responsible for site selection, contract negotiation, due diligence and entitlements for their national roll out of assisted living facilities. Additionally, he was responsible for disposition of excess land. In 2001, he was asked to form the company’s risk management and quality improvement department. In this role he consolidated part-time functions into a full-time focus and developed standardized policies and procedures, including skilled nursing facilities, and litigation management. Jay later assumed an in-house real estate acquisitions position with another publicly held senior housing provider based in Dallas.
In 2010, he elected to join his wife, Helen Mendiola Banks, in the family investment consulting business and started the senior housing group of the company, utilizing the industry contacts he had developed over his fifteen plus years in the business. He has been fortunate to have been mentored by leading executives within the senior housing sector and maintains those relationships today.
With unique experience and background in public affairs | corporate | commercial real estate and risk management he has proven to be a valuable resource for those companies seeking seasoned advice and assistance with site selection, due diligence, entitlements, acquisition and disposition of assets to align with corporate objectives. Jay’s clients include assisted living, memory care, skilled nursing, post-acute care and continuing care retirement community operators, developers, investors and lenders.
H. JAY BANKS
Principal | Chief Risk OfficerThe TICI Group of Companies:Texas International Consultants, IncorporatedStealth Realty Advisors, LLC
(713) 705-3376 Mobile(281) 474-2223 Fax
www.linkedin.com/in/hjaybankswww.visualcv.com/hjaybanks
skype@hjb249
TICI Real Estate License # 348207
PROPERTY TYPE
HEALTHCAREHospitals | MOBs (on or off campus) | Surgery Centers | LTACHs | Medical & Dental Clinics | Senior Housing (Assisted Living| Independent Living | Memory Care | CCRCs) | Life & Bio Science Facilities | Laboratories
LANDUndeveloped | Developed I Mixed Use | Master Planned - Retail I Office | Healthcare | Industrial | Hospitality | Special Purpose (Recreation | Entertainment | Manufacturing | Religious | Government) | Residential (Single | Multifamily)
RETAILRegional & Neighborhood Centers | Pad Sites | Anchor Tenants I National Tenants I Net Lease
OFFICE Class A - B Suburban | CBD
SPECIAL PURPOSE PROPERTIESParking Structures | Data Centers | Theaters | TV Stations | Movie & Music Studios | Entertainment | Theme Parks | Sports Complex | Marinas | Aerospace | Manufacturing | IT | Convenience Store | Gas Station | Religious Structures & Museums
INDUSTRIALFlex | Showroom | Distribution | Manufacturing | Technology Centers
CAMPUS | CALL CENTERSBack Office | IT | Energy | Banking | Financial Services
Texas International Consultants, Incorporated
MENU OF SERVICES
Helen Mendiola Banks, President | CEO(713) 705-1598 | [email protected]
www.ticigroup.com H. Jay Banks, Principal | Chief Risk Officer(713) 705-3376 | [email protected]
Consulting
Remonetization – Capitalization | Finance | Financial Analysis | Underwriting
Mergers | Acquisitions | Consolidations
Due Diligence I Forensics
Vendor Contract & Relationship Management
Asset & Portfolio Management
Workplace Strategies
Transaction Management | Lease Administration | Audit | Compliance
Site Selection I Logistics I Entitlements
Market Research | Trend Analysis
Oversight: New Development Project | Project Planning | Program Management
Sustainability
Risk Management | Asset Protection | Loss Mitigation
Crisis | Disaster | Emergency Relief Advice & Support
ADVISORY SERVICES
Corporate Real Estate Broker's License # 0397864
Stealth Realty Advisors, LLC
Helen Mendiola Banks, President | CEO | Principal(713) 705-1598 | [email protected]
www.ticigroup.com H. Jay Banks, Principal | Chief Risk Officer(713) 705-3376 | [email protected]
PROPERTY TYPE
HEALTHCAREHospitals | MOBs (on or off campus) | Surgery Centers | LTACHs | Medical & Dental Clinics | Senior Housing (Assisted Living| Independent Living | Memory Care | CCRCs) | Life & Bio Science Facilities | Laboratories
LANDUndeveloped | Developed I Mixed Use | Master Planned - Retail I Office | Healthcare | Industrial | Hospitality | Special Purpose (Recreation | Entertainment | Manufacturing | Religious | Government) | Residential (Single | Multifamily)
RETAILRegional & Neighborhood Centers | Pad Sites | Anchor Tenants I National Tenants I Net Lease
OFFICE Class A - B Suburban | CBD
SPECIAL PURPOSE PROPERTIESParking Structures | Data Centers | Theaters | TV Stations | Movie & Music Studios | Entertainment | Theme Parks | Sports Complex | Marinas | Aerospace | Manufacturing | IT | Convenience Store | Gas Station | Religious Structures & Museums
INDUSTRIALFlex | Showroom | Distribution | Manufacturing | Technology Centers
CAMPUS | CALL CENTERSBack Office | IT | Energy | Banking | Financial Services
Capital Markets
Site Selection
Tenant Representation
Acquisition
Disposition
TRANSACTION SERVICES
Capital Markets | AcquisitionDisposition | Tenant Representation Stealth TREC Real Estate Broker Corporate License # 9001756
TICI Corporate Summary | Experience & Commitment
www.ticigroup.com
Commitment Since 1921
Proven Results
Intensity & Work Ethic
Market Depth & Contacts
Results
Asset Protection Performance
Asset Portfolio Transition
Winning Negotiations
Thorough Due Diligence
Thinking Out of the Box
TICI Corporate Summary | Sampling of Relationships & Engagements
www.ticigroup.com
Humana HCAThe Rose Breast Imaging Center ORNDATenet Healthcare HEALTHSOUTHChristus Health System Bon Secours Devereaux Texas Treatment NetworkSoutheast Memorial Hospital Deacon Hospital (CCRC)Kelsey Seybold Med Partners Physician Management MDR | MD ResourcesHospital Affiliates Dev. Corp. Healthcare Realty Trust Equity, Inc. Norvin PropertiesStage Equity Partners, LLCMc Shane Medical Properties Caddis Partners MOHR Health Medcore Properties, LLCMedistar Development Meridian Surgical PartnersOGH HealthcareAmerican Retirement Corp.Renaissance Senior GroupRoskamp PattersonCarematrix Senior Living Grand Court Senior LivingCapital Senior Living Marriott (Brighton Gardens)Lifetrust America, Inc.U S Memory Care, LLCTexas State OpticalLab Corp.GLAXO SmithklineWetcher ClinicClear Lake Medical Associates, Ltd.Chandler Medical Clinic, LLCLipsky Eye Clinic, LLPPeggy Levin, DDSRobert Burkett, DDSPercy Butcher, DDS
William Sheehan, MDRick Ridberg, MDTexas Commerce BankNassau National BankChaseBank OneRepublic Bank Of TexasWells FargoWachoviaDeutsche BankSterling BancsharesBay Area Bank & TrustLeague City Bank & TrustLeague City National BankPasadena National BankSouth Park National BankAmSouth Bank (now Regions)First American Bancshares, Inc.City SavingsWorld SavingsUnited SavingsGuaranty Federal Savings BanksCal FedBank Of AmericaCullen FrostJSC Federal Credit UnionTeachers Credit UnionINGRBSGreenwich Financial ServicesAmerican General InsuranceAmerican National InsuranceTIAACHUBB InsuranceJohn Hancock InsurancePacific Mutual InsurancePrudential Canyon Capital AdvisorsGenstar Capital, LLCVista Equity PartnersInternet Capital GroupCharles Bank Capital PartnersThe Boston Consulting GroupBAIN & CompanyMcKinsey Company, Inc.
Cocke FinkelsteinAdvanced Commercial CreditInternational, Ltd. Bay Capital CorporationWalker DunlopTexas Commercial Mortgage & DevelopmentRTCHUDHirsch & WestheimerBrill & JohnsonBarlow, Lacy & ToddSchlanger CookRichard Gregg, Esq.Joanne M. Badeaux, Esq.Mark Biskamp, Munsch HardtWalter G. Hall, Sr. InterestsH.L. Lugenheim HoldingsEd Evans InvestmentsWesley West EstateJames Butte IV EstateCC. Schmidt Family HoldingsFleming Family HoldingsEstate Of Pamela R. MendiolaBy Baldridge Family TrustR.A. Butler EstateHershel Bregman TrustRobert & Doris Hervey EstateRaymond Schindler InterestsAshland Investments, Inc.Gordy Property Investments, LLCR.G. Hall HoldingsSecurity Land Holding CompanyBritex United Holdings, Ltd. (UK)Britton Family HoldingsWord Family, LLCIntertec Financial GroupHavorford DevelopmentThe Granger GroupGlobal – Building, LLC / Koniag, Inc.McDowell EnterprisesiCORE GlobalR.D. Garrett AssociateLakewood RealtyHplex, Inc.National Realty Consultants
Commercial Investment Partners, LLCJohn C. Nugent, ReMax Clear LakeMel Powers Investment |BuilderFriendswood Development CompanyWeingarten Realty TrustMonica Millican PropertiesPegasus Property ManagementThe Duddleston CompaniesThe Lewis CompaniesFoster + AssociatesLawler-Wood Partners, LLCJR McDowell EnterprisesMOHR Partners, Inc.Griffin Partners, Inc.Fox EntertainmentAmerican Express Travel ServicesGerson Leherman GroupDevereaux MarineDel Home MarinePortofino MarinaBPSwift Oil & GasSwift World Wide ResourcesEXXONSquare DR.G. Miller Engineers, Inc.Herring Plumbing Supply CompanySnider TransmissionsLeon Brown Studios & GalleriesClear Lake FlowersMy Fit FoodsAstro Resources, Inc.MONTESSORI Schools Clear Creek ISDBarrios Technology Unisys Corp.Allied SignalG.B. TechComputer Science Corp. (CSC)Oceaneering Space SystemsBOEING AerospaceMcDonald Douglas NASA HUD
TICI Corporate Summary | References
www.ticigroup.com
EDWARD GRIFFIN
President | CEOGriffin Partners, Inc.1177 West Loop South Suite 1750Houston, TX 77027(713) 439-5322 Office(713) 202-7327 [email protected]
SUZANNE T. MESTAYER
Managing MemberThirtyNorth Investments, LLC1460 Energy Centre1100 Poydras StreetNew Orleans, LA 70163(504) 528-3688 Office(504) 491-2552 [email protected]
PAUL TRINGALLI
PresidentBay Capital & Development Corporation1009 Bay Ridge Ave., Suite 143Annapolis, MD 21403(443) 453-5788 Office(443) 510-1015 [email protected]
DAVID CROSKERY
Senior Managing DirectorHolliday Fenoglio Fowler, LP9 Greenway Plaza, Suite 700Houston, TX 77046(713) 852-3586 Office(713) 269-7216 [email protected]
TODD MCKISSICK, CFA, CRE, CCIM, FRICSCFOCocke Finkelstein1801 Peachtree Road, Suite 200Atlanta, GA 30309(404) 410-7426 Office(678) 296-5091 [email protected]
JEFF LEHMAN, EDAC, LEED APDirectorThe Granger Group2221 Health Dr. SW, Suite 2200Wyoming, MI 49519(616) 242-5384 Office(616) 540-5500 [email protected]
NOEL “WYNN” SEARLE, AIAPrincipalMohr Health14643 Dallas Pkwy., Suite 10000Dallas, TX 75254(214) 273-8647 Office(214) 594-3235 [email protected]
HERMAN KLUGE, CFMSenior Vice President, Corporate Real Estate & FacilitiesAmegy BankFive Post OakHouston, TX 77027(713) 232-1274 Office(281) [email protected]
PATRICK WIFLER
Senior Vice President, Corporate Real Estate DTZ-UGL WorldwideDavita Dialysis, Inc., Account Lead15253 Bake Pkwy.Irvine, CA 92618(949) 322-3080 [email protected]
MARK MILLIS
President | CEOThe Millis Group19855 S. W. Freeway, Suite 300Sugarland, TX 77479(281) 343-1400 [email protected]
JOANNE M. BADEAUX
Attorney16055 Space Center Boulevard, Suite 260Houston, TX 77062(281) 486-4737 [email protected]
GEORGE W. JONES
First Vice PresidentCBRE - Brokerage | Investments2800 Post Oak Boulevard, Suite 2700Houston, TX 77056(713) 577-1888 Office(713) 254-4213 [email protected]
AUSTIN T. EARNHART
Principal Beau Box Commercial Real Estate6777 Jefferson Hwy.Baton Rouge, LA 70808(225) 955-8269 [email protected]
BRUCE REED, MCRSenior Vice President Chas. Hawkins CompanyCorfac International776 Melrose AvenueNashville, TN 37210(615) 345-7203 [email protected]
TICI Corporate Summary | Industry Affiliations & Networks
www.ticigroup.com
SEAL LOGO
TICI Corporate Summary | Licenses & Key Strategic Alliance Partner States
www.ticigroup.com
Business | Real Estate | FacilitiesFinance | Asset & Risk Management
TEXA
S IN
TERN
ATIONAL CONSULTANTS, INCORPORATED
GENERATIONS OF SOLID ADVICE SINCE 192
1
Capital Markets | AcquisitionDisposition | Tenant Representation
“A New Generation…A New Direction”
TICI Texas Real Estate Corporate License # 397864
Stealth Texas Real Estate Corporate License # 9001756
Helen E. Mendiola Banks, Texas Real Estate Brokers License # 246967
Also Licensed In Louisiana & Tennessee
Reciprocity & Strategic Alliance Partners in multiple states & countries with heavy concentrations inArizona, Florida, Louisiana, Ohio, Tennessee, Texas, Wisconsin & the UK
Thank you for your time and consideration.