Register of Experts

REAL ESTATE & HOUSING - Broker Standard of Care

Showing 6 Provider(s) found in Broker Standard of Care
Featured Lister

Eric L. Risberg MAI

Founder and President

Advanced Appraisal International, Inc.

268 Bush Street, #2100
San Francisco, CA 94104-3503
Phone: (415) 531-1414 Fax: (415) 449-3606 Email: eric.risberg@advanced-appraisal.com Website: www.advanced-appraisal.com

Specialties

Eric provides real estate appraisals of: shopping centers and all types of retail; apartments; condominium complexes; suburban or downtown office buildings; mixed-use facilities; industrial properties; hotels; waterfront properties; right-of-ways; easements; ground leases; subdivisions; resort properties; golf courses; airports; wineries and vineyards; and all types of land. He has completed many assignments needed for: landlord-tenant disputes, changes in market conditions, construction defects, fraud, and fair market rent determinations, for use in mediation, arbitration, appraisement and litigation.

Degrees/Licenses

MAI, ASA, SRA.

Formal Education

BS, Business Administration 1992 (Real Estate and Urban Land Economics), University of Wisconsin, Madison; BS, Business Administration 1992 (Risk Management & Insurance), University of Wisconsin, Madison. He has successfully completed over 70 real estate appraisal and brokerage courses since 1993.

Registration and Licenses

Certified General Real Estate Appraiser, State of California #025802, Licensed California Real Estate Broker #01231982, Certified General Real Estate Appraiser (Hawaii) #624.

Previous/Current Position

President and Founder of Advanced Appraisal International, Inc. Eric was formerly the lead real estate appraiser for American Appraisal, the world’s largest independent valuation firm, in their San Francisco office. He has over 25 years of commercial and residential real estate appraisal and consulting experience. Expert witness on over 100 cases.

Honors/Awards

Litigation Professional Development certificate from the Appraisal Institute. California Association of Realtors. National Association of Realtors. Approved Instructor with the Appraisal Institute.

Prof. Affiliations

American Society of Appraisers, Accredited Senior Appraiser (ASA), Appraisal Institute, Designated Member (MAI), Senior Residential Appraiser (SRA), Appraisal Institute.

Prior Expert

Eric has provided expert witness testimony in the following California State Superior Courts: Alameda, Contra Costa, Orange County, Marin, San Francisco, San Mateo, Solano, and Yuba. He has been hired as an expert on over 100 cases. Large cases in recent years include: Millennium Tower, PGE Forest Fires, BART.

Featured Lister

Lois Kadosh MA

Real Estate Broker/Educator

1569 Solano Avenue, #426
Berkeley, CA 94707
Phone: (510) 525-2694 Fax: (925) 448-2048 Email: Realethics101@gmail.com Website: www.realestateethics.com

Specialties

Electronic Testimony Ready; 34+ Years: Pre-litigation case evaluation; Consulting Expert/case preparation/Expert testimony; Standard of care/practices incl. agency relationships, fiduciary duty, due diligence, disclosure. Testified at 100+ depositions, 12 trials, 6 arbitrations. Real Estate Ethics course author/ instructor.

Degrees/Licenses

BS, MA, GRI, CA Real Estate Broker (DRE Lic.# 00819162), Community College Teaching Credential in real estate.

Featured Lister

Steven D. Epcar CPM

Principal

S.D. Epcar & Associates

4907 Dartford Place
Granite Bay, CA 95746
Phone: (916) 899-6218 Alternate: (650) 773-5482 Email: steven@stevenepcar.com Website: www.stevenepcar.com

Specialties

Expert in Real Estate and Property Management issues including Residential, Commercial, and mixed-use properties. Experienced in organizational assessments, asset repositioning, investment feasibility, litigation support (personal injuries, standard of care, premises liability security, partnership, brokerage and fee disputes, employment, rent control, etc.), due diligence, business development practices and marketing.

Formal Education

BS, Business, with emphasis in Real Estate, University of Colorado.

Registration and Licenses

Licensed California Real Estate Broker; Graduate Foundations of Leadership Program from the Center For Creative Leadership.

Previous/Current Position

Principal, S.D. Epcar & Associates; Principal/Founding Partner, Ventana Property Services; President, Prometheus Management Group. Background also includes positions of increasing responsibility with a variety of real estate brokerage, development, and investment firms.

Honors/Awards

Awarded Certified Property Manager (CPM) designation from the Institute of Real Estate Management.

Prof. Affiliations

Institute of Real Estate Management; Forensic Expert Witness Association; National Multi-Housing Council (past Board Member); California Housing Council (past Board Member); Building Owners and Managers Association; National Association of Realtors; California Apartment Association (Member, Property Management Policy Subcommittee); National Apartment Association; Housing Industry Foundation (past Board Member).

Prior Expert

Practicing real estate consultant with significant expert witness and litigation support experience (50% Plaintiff/50% Defendant). Background includes exposure to many markets throughout California, the United States and Canada. Experience includes 1031 Exchanges and Tenant-In-Common (TIC) investments. Comprehensive understanding of San Francisco Rent Control.

Frederick J. Fisher J.D., CCP

President

Fisher Consulting Group

214 Main Street
Ste 181
El Segundo, CA 90245
Phone: (310) 426-2105 Alternate: (310) 413-6200 Fax: (310) 356-3355 Email: fjfisher@fishercg.com Website: www.fishercg.com

Specialties

Insurance Agent /Broker Professional Liability; Wholesale / MGA/MGU Insurance Professional Liability; Insurer Bad Faith; Claims Adjuster/ TPA Professional Liability; other types of professional Liability / Standard of Care in a selective basis, Insurance Regulatory Expert on a selective basis.

Degrees/Licenses

J.D. degree; California Insurance Agent, Broker and Surplus Lines License; California Insurance Adjuster License

Formal Education

B.A., UC Berkeley, 1972; J.D. Degree, 1976 - Lincoln University Law School, San Francisco, Ca. (merged into USF Law School)

Previous/Current Position

President - Fisher Consulting Group 2010 - Present.; 1994 - 2010, Founder, President and CEO, Post Acquisition; Sr. Vice President, E.L.M Insurance Brokers (includes predecessor Sole-Proprietorship prior to Incorporation); 1975 - 1995, Staff Adjuster/Vice-President; Founder/President of The Fisher Associates, Adjusters (includes Predecessor Firm of Miller &Gilbert, Inc). Six 6 year Member, Board of Trustees; 1998, President of the Professional Liability Underwriting Society (PLUS).

Honors/Awards

2019 recipient of the PLUS Founders Award

Prof. Affiliations

PLUS; The CLM (Claims and Litigation Management Alliance); Sr. Tech. Advisor of Professional Liability Insurance, published by the International Risk Management Institute; 2021 Co-Chair of the Ins. Agent - Broker Committee; Prof Liab. Def. Federation.

Publications

Over 75 articles in Insurance Trade Journals on Professional Liability Prevention, Coverage and related issues from 1979 through current.

Prior Expert

30 years experience, over the past 10 years: retained on over 80 Cases, 17 trials + depositions; 50-50 Plaintiff/defense work.

Advisors/Experts @ MCS Associates

Managing Partner

Norman Katz

13681 Newport Ave.
Ste. 8-387
Tustin, CA 92780
Phone: (949) 263-8700 Fax: (949) 263-0770 Email: experts@mcsassociates.com Website: www.mcsassociates.com

Specialties

A nationwide specialist consulting and expert witness company (established 1973) that concentrates exclusively in Banking, Finance, Insurance, Real Estate, Financial Services, Economics / Statistics and Accounting and related Damages.

Area of Expertise include:
BANKING: Operations/Administration, Depository/Checking Accounts, Regulatory issues, Compliance; LENDING (all categories), Underwriting, Credit/Administration, Servicing, Policies/practice; FINANCE: Securities, Investments & Brokerage, Trusts & Fiduciaries, Bankruptcy, Foreclosures and Workouts, Investment Banking, Corporate Finance; REAL ESTATE: Lending, Brokerage, Title/Escrow, Property Management, Development; INSURANCE (all categories): Coverage, Claims, Broker/Agent functions, Industry Custom/Practice, Operations and Actuarial; DAMAGES & ACCOUNTING, Economics, Statistics, Valuations/Appraisals, Forensic Accounting & Accounting/Audit.

Degrees/Licenses

MBAs; PhDs; CPAs; ASA/MAIs; CPMs; CREs; CFPs; RE Brokers/Agents; Insurance brokers/agents; CPCUs; CLUs; ARMs and many more.

Prior Expert

As our primary focus for 30+ years, 500+ highly qualified and experienced experts/consultants providing evaluation, testimony and litigation consulting on behalf of both plaintiff and defendants of all types re: 4,000+ cases. Clients include leading national and regional law firms, also many smaller/boutique litigation firms and attorneys, and numerous governmental / regulatory agencies (FDIC, SEC, IRS, US and State DOJs, FHLB etc.)

We provide TARGETED SEARCHES AT NO COST for unique, hard-to-find/unusually specialized experts not already within our wide-ranging group; STRATEGIC ALLIANCES NATIONWIDE across the banking, financial, real estate and insurance industries; LEADING EXPERTS from the worlds of economics, accounting, academia and the regulatory agencies; POWERFUL CAPABILITIES IN DAMAGES, Forensic Accounting. Economic Analysis, and Valuations / Appraisals.

John S. Preston Esq.

Attorney

Law Offices of John S. Preston

1060 Clarendon Cr.
Oakland, CA 94610
Phone: (510) 289-0766 Email: johnprestonmediation@gmail.com Website: www.johnprestonmediation.com

Specialties

(A) Specializing in Mediation + Arbitration regarding CAR purchase and sale agreements; Real Estate - all aspects of Real Estate law/practice incl: Buyer & Seller Disputes; Easement, Options, Inspections, Partitions, Construction, Broker Disclosure, Standards of care, Limited Partnerships: Purchase and Sale Contracts, Mortgage and Lending Practices;
(B) Attorney Fee Disputes, Trial testimony regarding reasonable fees has included Lodestar method, Laffey Matrix, Vague & Duplicate billing entries, Block Billing, ambiguous hourly rates. (C) Law Firm Dissolution, Mediation/dispute resolution.

Degrees/Licenses

BA, JD, Real Estate Broker (1994), Certified Mediator (UC Berkeley) 87237.

Formal Education

BA, Economics, Syracuse University, 1969; JD, Law, University of Wisconsin, 1972. Wisconsin Law Review.

Registration and Licenses

Licensed Real Estate Broker, State Bar (CA)

Previous/Current Position

General Counsel and Chief Financial Officer for Fayette Manufacturing Corp. Duties included loan agreements, investment prospectuses, limited partnerships and every aspect of corporate troubleshooting, as well as commercial leases, easements, licenses and managing law firms (including reasonable billing practices and fees). Panelist Mediator, Bay Area Counties, regarding attorney fee disputes. Conducted in excess of 200 mediations and arbitrations.

Honors/Awards

University of Wisconsin Law Review, 1972. Current member, SF INNS of Court.

Prof. Affiliations

CA State Bar Association; AAA, PSA and NYSE arbitration and East Bay county mediation panels.

Prior Expert

(A) RE Expert testimony in over a dozen trials: 20+ yrs testimony. Acted as: Principal, RE Broker, General/Limited Partner, Litigator, Appellate Lawyer, Arbitrator & Mediator. Credentialed Testimony Includes: CAR contracts; "Attorney Fee Clauses" and determination and award of reasonable legal fees, "Agency Relationships" (& other normally inadmissible contractual matters). Credential Expert Testimony includes determination of reasonable and necessary attorney fees during retention using a variety of factors. (B) Arbitrated/Mediated 250+ cases (many with Atty Fees Provisions & Awards).

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