This year’s AZ DealMaker speakers include:
- Elliott D. Pollack, CEO, Elliott D. Pollack and Company
- Jerry Coleman, Founder, Offerpad
- Brett M. Johnson, Partner & Co-Founder, Fortuitous Partners
- Sheryl Palmer, President & CEO, Taylor Morrison
- Don Murphy, Arizona Division President, Shea Homes
- Troy Wahlberg, Vice President Acquisitions & Development, William Lyon Homes
- John W. Graham, Chairman & CEO, Sunbelt Holdings
- Jason Weber, VP Land Acquisition & Development, Maracay Homes
- Roger Gannon, Division President, Woodside Homes
- Jordan R. Rose, Founder & President, Rose Law Group
- Carol Ditmore, Director, Arizona Department of Housing
- Tom Egan, President & CEO, Foundation for Senior Living
- Mark Stapp, Executive Director, The Center for Real Estate Theory and Practice at Arizona State University
- Jim Belfiore, Founder & President, Belfiore Real Estate Consulting
Elliott D. Pollack
Elliott D. Pollack is CEO of Elliott D. Pollack & Company. The firm provides consultation on all aspects of the Arizona economy with specialization in the real estate market. Through affiliated companies, Mr. Pollack has syndicated and master planned numerous properties. Because of his strong economic background, he is highly knowledgeable about trends in real estate and how these relate to land value, usage and timing for improvements and development.
For fourteen years, Mr. Pollack served as Chief Economist of Valley National Bank of Arizona. He was responsible for Valley National Bank’s asset/liability model and for the state and national econometric model which he built and implemented. He was responsible for local, state and national economic forecasting to the Board of Directors, customers, business, industry and analysts. Mr. Pollack was editor of Valley National Bank’s monthly economic publication “Arizona Progress” and the annual “Arizona Statistical Review”.
Widely quoted by local, state, regional and national media, Mr. Pollack’s credentials are extensive. He is a Chartered Financial Analyst, a member of the Institute for Investment Management, Arizona Economic Round Table, National Association of Business Economists, Economic Estimates Commission, Joint Legislative Budget Advisory Committee, State Treasurer’s Advisory Committee, the Phoenix Commission on the Economy, and CityShape 2020 (the advisory team for the City of Scottsdale). He is a consulting economist at Arizona State University, an editor of “Arizona Blue Chip Economic Forecast” and “Greater Phoenix Blue Chip Economic Forecast.” Mr. Pollack is also a member of the American Society of Real Estate Counselors, a licensed real estate broker, a licensed mortgage broker, and a Certified General Appraiser in the State of Arizona.
He has been a keynote speaker for numerous national conventions and university luncheons. Mr. Pollack has also served on the Board of Directors and the Advisory Board of Sun State Savings and Loan. He has served on a local Advisory Board to the Resolution Trust Corporation. He was also Chair to the City of Phoenix Ad Hoc Committee on Resolution Trust Corporation Affairs. He is currently on the Board of Directors for the Phoenix Chamber of Commerce.
As one of Arizona’s leading economists, Mr. Pollack is constantly monitoring construction, sales, and leasing activity to determine absorption rates and anticipated time frames for market recovery. Mr. Pollack has also conducted marketability and supply and demand studies on retail, industrial, and residential properties for a number of private clients. He is also an expert in the valuation of fractionalized interests in limited partnerships.
Mr. Pollack earned a Bachelor of Science in Accounting from Boston University in 1967 and a Masters in Business Administration from University of Southern California in 1968. He has served on the Board of Directors of numerous civic, community and cultural organizations.
Jerry Coleman, Offerpad founder, is a serial entrepreneur and pioneer in the institutional single-family rental industry. In 2012, he partnered with the Blackstone Group, a private equity firm, to co-found Invitation Homes.
During his time with Invitation Homes, the company acquired, renovated and managed more than 50,000 single-family homes, and helped deploy over $10B in investment capital in the single-family rental space. Invitation Homes went public in early 2017.
Jerry has also started several other businesses, including Alliance Investment Group, which acquired, entitled and developed over 10,000 acres of land in the Southwest, and Elevation Solar, one of the Southwest’s largest solar sales and installation companies. He is involved with and supports numerous professional and charitable organizations including the Anasazi Foundation, Forever Young Foundation, and Boy Scouts of America. He holds a Bachelor of Science degree from Arizona State University and a Juris Doctor from Brigham Young University.
Brett M. Johnson
Partner & Co-Founder, Fortuitous Partners
Mr. Johnson is a Founder and Partner of Fortuitous Partners (www.fortuitouspartners.com), a diversified opportunity fund platform investing in professional sports anchored multi-asset developments in opportunity zones.
Mr. Johnson is the Co-Chairman of the Phoenix Rising Football Club (www.phxrisingfc.com), a minor league professional soccer team, based in Phoenix, Arizona. PHX Rising is currently in consideration for a Major League Soccer franchise. In 2005, Mr. Johnson founded Benevolent Capital (www.benevolentcapital.com), a private equity fund with investments in real estate, manufacturing and consumer brands, including Phoenix Rising FC, Octagon Partners, ArcherDX, TerraCycle, and NYC Office Suites.
From 2015 to September 2016, Mr. Johnson was a Managing Director of Zealot Networks (www.zealotnetworks.com). Founded by Danny Zappin, who founded and sold Maker Studios to Disney for $950 million, Zealot Networks is a digital media company that comprises 18 portfolio companies and $150 million in revenue. Mr. Johnson managed the technology and content business units within Zealot.
From 2013 to 2015, Mr. Johnson was the President and Director of Greenwood Hall (www.greenwoodhall.com). Founded in 1997, Greenwood Hall is a full service education management firm. The Company provides the infrastructure and student lifecycle solutions that enable post-secondary institutions to compete successfully in the global e-learning marketplace. Mr. Johnson led a comprehensive restructuring of the business, including recapitalizing the balance sheet through a public offering (OTC: ELRN), closing an unprofitable business unit, restructuring the executive team, and establishing a major strategic alliance with Cengage, one of the leading education publishers in the industry.
From 2010 to August 2012, Mr. Johnson was the CEO and President of Forward Industries (www.forwardindustries.com NASDAQ: FORD). Forward Industries designs, sources, markets and distributes accessories for the handheld consumer electronic product industry, including smartphones, tablets, notebook computers and medical monitoring and diagnostic equipment. During his tenure, Mr. Johnson expanded the revenue streams, geographical reach and product lines of Forward.
From 2001 to 2004, Mr. Johnson was the President of Targus (www.targus.com), the leading global provider of mobile computing solutions with sales of $545 million. With offices in 36 geographies and sales in 145 countries, Targus designs and markets a broad range of notebook carrying cases and accessories for mobile computing consumers. Prior to his promotion to president of Targus, Mr. Johnson served as Managing Director of Targus EMEA (Europe, Middle East and Africa) and Asia-Pacific from 1997 to 2001 and resided in London, UK. Mr. Johnson was instrumental in the sale of the company to a private equity company in 2005, providing considerable returns to shareholders. Mr. Johnson continued to serve as an Executive Director on Targus’ board of directors until 2009.
From 2013 to 2015, Mr. Johnson was a member of the Board of Directors, and the Chairman of the Compensation Committee, at Blyth Inc. (NYSE: BTH). Blyth is a $1 billion direct to consumer sales company and leading designer and marketer of accessories for the home and health & wellness products. Blyth was acquired by the private equity firm, Carlyle, in November 2015. Mr. Johnson is a Director of TerraCycle (www.terracycle.com). Mr. Johnson is a member of the Young Presidents Organization (www.YPO.org) and earned a bachelor’s degree from Brown University and a Masters of Business Administration from the Presidential/Key Executive program at Pepperdine University. In 2014, Mr. Johnson graduated from the Harvard Business School’s President’s Leadership Program. Mr. Johnson is a member of the Board of Trustees for Choate Rosemary Hall and is a Senior Fellow in Entrepreneurship and a member of the Board of Visitors for the Graziadio School of Business at Pepperdine University.
President & CEO, Taylor Morrison
Sheryl Palmer is the chairman and chief executive officer of Taylor Morrison Home Corporation, a leading national homebuilder and developer based in Scottsdale, Arizona. Since 2007, Ms. Palmer has overseen a highly experienced leadership team in several key national homebuilding markets. With more than 30 years of cross-functional building experience, including leadership in land acquisition, sales and marketing, development and operations management, Ms. Palmer has led Taylor Morrison into the top ranks of America’s largest public homebuilders, following the company’s IPO in 2013.
Currently, Ms. Palmer has the organization dedicated to implementing a business strategy focused on three priorities: pursuing strategic growth opportunities to deliver benefits of scale; enhanced operational excellence to drive company-wide efficiencies; and differentiating the customer experience Taylor Morrison provides all team members and homebuyers. Under Ms. Palmer’s leadership, Taylor Morrison has been successful in creating trustworthy relationships with both its internal and external customers. In 2019, the company was named America’s Most Trusted Home Builder for the fourth consecutive year by Lifestory Research, named one of the World’s Most Admired Companies by Fortune Magazine, and recognized by Bloomberg’s Gender Equality Index (GEI) for transparency in gender reporting and advancing women’s equality.
Ms. Palmer has spent most of her early career in the Arizona, California and Nevada real estate markets. Prior to Taylor Morrison, Ms. Palmer served as Nevada Area President for Pulte and Del Webb after spending 10 years at Blackhawk Corporation, a builder of active adult communities based in northern California.
Ms. Palmer’s passions extend beyond homebuilding and enter the many realms of: parenthood, including her three children and five grandchildren; leadership and diversity; supporting veterans; solving for homelessness; and health and wellness.
Ms. Palmer is currently serving as the 2019-2020 Chairman of the National Board of Directors of HomeAid America, is on the Board of Directors of Interface Inc. and is an Executive Committee Member of the Joint Center for Housing Studies (JCHS) Policy Advisory Board at Harvard University.
Arizona Division President, Shea Homes
Don Murphy has been the Shea Homes Arizona division president since 2015 but joined Shea Homes’ Active Adult division in 2002. He has held various position in land acquisition, operations, and vice president. He holds a bachelor’s degree from the University of Oregon and an MBA from Arizona State University. He is proud to be an integral part of one of America’s largest, private and family owned home builders, delivering more than 100,000 homes across 9 markets and recently being instrumental in launching the luxury home brand of Shea Signature with its flagship community of Azure, Paradise Valley.
Vice President Acquisitions & Development, William Lyon Homes
Troy started his career in real estate in 2003 after attending The University of Arizona. While selling new homes throughout the metro Phoenix area, he realized his interest for residential development. In 2006 Troy moved into a management roll, operating a Keller Williams residential brokerage which then took him into his own practice with a focus on residential long and short term investments.
In 2012, Troy returned to his roots, selling new homes for William Lyon Homes. His desire for leadership and education, lead him to the land department within William Lyon Homes where he took over as the Vice President of Acquisitions and Development. Troy and his wife, Lindsey, reside in Chandler, AZ with their three girls.
John W. Graham
Chairman & CEO, Sunbelt Holdings
John Graham joined Sunbelt Holdings in 1982, became President in 1990, and assumed the position of Chairman and Chief Executive Officer in January 2019. John’s background in asset management, development and real estate investment provides a solid foundation of knowledge and experience in the real estate field. Under John’s direction Sunbelt has become a dominant force, in both community affairs and real estate activities. John’s prior experience included The Koll Company in asset management and development from 1980 – 1982 and Coldwell Banker in asset management and sales from 1978-1980.
Stanford University – AB Economics 1979
Brophy College Preparatory – 1975
AFFILIATIONS – Current:
ASU Enterprise Partners – Board of Directors/Executive Committee
Arizona State University – Trustee
Banner Health Foundation – Board of Directors/Executive Committee
Brophy College Preparatory – Board of Regents and Trustees/Past Chairman
Fighter Country Partnership – Capital Campaign Committee
Greater Phoenix Economic Council – Board of Directors/Executive Committee
Greater Phoenix Leadership – Board of Directors/Past Chairman
Heard Museum – Board of Directors
PGA Southwest Section – Advisory Board
Partnership for Economic Innovation – Board of Directors/Chairman
Phoenix Art Museum – Board of Trustees
Phoenix Symphony Association – Board of Directors/Past Chairman
Phoenix Zoo – Capital Campaign Committee
Rio Salado Foundation – Board of Directors/Vice Chairman
St. Vincent de Paul – Advisory Board/Chairman
Saint Francis Xavier Elementary School – Capital Campaign Chairman
Southern Arizona Leadership Council – Member
StartUp AZ Foundation – Advisory Board
Teach for America Phoenix – Regional Advisory Board/Past Chairman
The Nature Conservancy – Board of Directors/Past Chairman
Urban Land Institute – Full Member
Valley of the Sun United Way – Board of Directors/Executive Committee
Valley of the Sun YMCA – Board of Directors/Past Chairman – Capital Campaign Chairman
Wells Fargo Community Advisory Board
Westmarc – Board of Directors
AFFILIATIONS – Past:
Arizona State University Council of 100 – Board Chairman
Arizona State University Council for Design Excellence – President
ASU’s West Campus Leadership Advisory Council
Banner Cardon Children’s Hospital – Capital Campaign Co-Chairman
Compass Bank – Advisory Board
Desert Botanical Garden – Board of Directors/Board Chairman
Fighter Country Partnership – Honorary Commander
Herberger Theater – Board of Directors/Board Chairman
MD Anderson Cancer Center – Capital Campaign Co-Chairman
Metro Phoenix Partnership for Arts and Culture – Board of Directors
O’Connor House – Capital Campaign Co-Chairman
Office of the Governor – Committee on K-12 School Facilities
Office of the Governor – Commission on Water Management
Office of the Governor – Conservation Acquisition Board
Papago Salado Association – Director Emeritus and Board Chairman
Paradise Valley Country Club – Board of Directors
Phoenix Chamber of Commerce – Director
Safeway International LPGA Tournament – Tournament Chairman
Sereno Soccer Club – Board of Directors
Stanford Challenge – Arizona Major Gifts Chairman
Thunderbirds’ Charities – Board of Directors/Treasurer
Urban Land Institute –District Council Chairman
Valley Partnership – Founding Member/President
Xavier College Preparatory – Board of Trustees
VP Land Acquisition & Development, Maracay Homes
Division President, Woodside Homes
Roger Gannon is the Division President of Woodside Homes of AZ, LLC (“Woodside”), the Arizona division or Woodside Group, LLC. He aggressively pursues the best opportunities for well positioned growth for Woodside in Arizona. Woodside is on track for significant expansion in 2018 and beyond.
For almost 40 years, Woodside and its affiliated divisions have designed, constructed and sold more than 40,000 homes, earning it the trust and confidence of families seeking the very most from their home-buying dollars. Woodside builds homes in Arizona, California, Nevada, Texas and Utah.
Woodside’s success is a testament to its commitment to build homes that are Better by Design…Homes that are personalized to meet the needs, desires and dreams of its individual homebuyers. Better by Design means providing great spaces that become filled with life as each buyer’s style emerges against a backdrop of quality, superb craftsmanship and money saving energy efficiency.
Roger Gannon is a 34-year veteran of homebuilding with experience in all aspects of homebuilding and development. He works every day with a passion for his customers and a focus on continuous improvement. Prior to joining Woodside Homes, Roger held various leadership positions with Centex Homes, including a Division President position in Florida and a Region President position in the Midwest. Before his transition to Woodside in 2014, he was serving as Zone VP of Operations for Pulte Homes.
Outside of homebuilding Roger and his wife are very busy raising five very active children.
Jordan R. Rose
Founder & President, Rose Law Group
Jordan Rose started Rose Law Group pc leasing space for just herself in another lawyer’s storage room and has, in seventeen years, grown the firm to the largest woman owned Law Firm in Arizona history. Jordan’s passion is adding value to her clients’ business propositions – her goal being “to make my clients more money”.
Of her ability to come up with creative solutions to complex problems, Arizona Supreme Court justice, Clint Bolick, says “It’s very instinctive for her, and that’s unique. It’s not something they teach you in law school.” In December 2014, Governor Elect Doug Ducey named Jordan to serve, along with Michael Bidwill, Don Brandt, Jim Click and Angela Ducey, as a Co-Chair for the Inauguration Committee. Most recently, Governor Ducey appointed Jordan to serve on the state-wide Groundwater Work Group to help draft legislation to continue Arizona’s responsible use of water resources. Jordan enjoys her representation of major landowners, developers and homebuilders in their zoning and land use issues throughout the state. The Phoenix Business Journal once dubbed her the “Queen of Pinal County” and she currently serves as the Chairman of the Board for Pinal Partnership.
Director, Arizona Department of Housing
Carol Ditmore is the Director of the Arizona Department of Housing, since her appointment by Governor Doug Ducey on September 27, 2017. With over two decades of experience in state government and senior management responsibility within Arizona’s housing programs, Ms. Ditmore brings an extensive background in all state and federal housing programs, as well as the operations of a state agency. In addition to serving in the capacity of director of this cabinet-level agency, Ms. Ditmore chairs the Board of Directors of the Arizona Home Foreclosure Prevention Funding Corporation, a nonprofit corporation established by the State to serve as the eligible entity for a federal grant through the U.S. Department of the Treasury. Ms. Ditmore also chairs the Governor’s Recidivism Reduction Goal Council Housing Subgroup.
Ms. Ditmore previously headed the Department’s operations for over 15 years, directing a broad portfolio of divisions and services at the agency that included legal services and procurement and overseeing annual resources totaling more than $300 million annually. She had served as Interim Director since June 2017, and for a period in 2009. Prior to the Housing Department’s launch as a new state agency in 2002, Ms. Ditmore was instrumental in the establishment of the agency’s operations while working in the Governor’s Office of Housing Development under Governor Jane D. Hull. Prior to this assignment, Ms. Ditmore had served for a number of years as a Housing Programs Manager when the State’s housing programs were housed in a division of the Arizona Department of Commerce.
Her professional history prior to working in state government included 10 years with the American Red Cross. Ms. Ditmore holds a Bachelor of Arts in Communications, with a minor in Sociology, from Pepperdine University, and an Executive Education Certification from Harvard Kennedy School of Government.
President & CEO, Foundation for Senior Living
As President and CEO of The Foundation for Senior Living (FSL), Tom has oversight for health and development projects offering the most personalized and caring services for families of all ages. For over 40 years, FSL has been improving the quality of life for individuals and families in Arizona, especially the most vulnerable members of our community, by helping them face issues of ability, aging, housing, illness and isolation. Tom brings a rich background to FSL, having worked for a number of charitable organizations, particularly those that provide social services to children and families that live in poverty in the United States and around the world.
Tom entered the non-profit industry in 1995, joining Cleveland Healthcare for the Homeless, where in 1997; he assumed his first managerial role. Tom worked at Catholic Charities for over 12 years and held positions of increasing responsibility. Prior to joining FSL, Tom was the President and CEO at Esperança, an international public health organization.
Tom holds a bachelor’s degree in Psychology from Bowling Green State University, in Bowling Green, Ohio and a Master’s degree in Marriage and Family Therapy, from the University of Akron, in Akron, OH. He currently serves on the board of directors for Leading Age Arizona and has served as the Board Chair of the Organization for Nonprofit Executives (ONE); Board member of Bridging Arizona Furniture Bank, and Resilient Me. He served on Mayor Stanton’s developing age friendly community taskforce, as well as numerous national taskforces that deal with poverty reduction, child welfare, and sex and human trafficking.
Executive Director, The Center for Real Estate Theory and Practice at Arizona State University
Mark Stapp is the Executive Director of The Center for Real Estate Theory and Practice at ASU and the Master of Real Estate Development Program and the Fred E. Taylor Professor of Real Estate in the W.P. Carey School of Business at Arizona State University. He has also serves as a faculty associate in the School of Architecture and Landscape Architecture in the Herberger Institute for Design and the Arts at ASU. In November 2011 Mr. Stapp was named a Distinguished Fellow of National Association of Office and Industrial Properties. An active member of the Phoenix development community, Mr. Stapp has been part of various business enterprises and development projects for over past thirty years. He currently serves on the boards of Local Initiatives Support Corporation Phoenix (LISC); Valley of the Sun YMCA and Valley Forward Association. He is a member of the Provosts Advisory Council for Arizona School of Health Sciences and Oral and Dental Health, serves as co-chair of the Academic Research Committee of International Council of Shopping Centers, a member of ICSC’s North American Research Task Force and he is on the Editorial Board of the Homburg-Oxford University Press.
Mr. Stapp is also the Managing Member of Pyramid Community Developers, LLC, an investment and development firm of projects throughout the US and provider of asset management and design consultation services. He has been President, US operations, Naef International Management, a Swiss Investment company since 1995, from 1990 to 2000 served as Chairman of the Board of Taliesin Architects, Inc; was Vice President of Planning and Development Services for Lendrum Design Group, served as Managing Director of Mountain West Research and was Senior Vice President of The Ellman Companies.
Mr. Stapp completed his undergraduate work in environmental studies and urban design at William Paterson University, did his graduate work in urban economics at Arizona State University and was a member of the 2000 Stanford University Graduate School of Business Executive and Professional Education program. In 2007 Mr. Stapp received a Doctor of Humane Letters from A.T. Still University, for his work in community sustainability, health and wellness.
Founder & President, Belfiore Real Estate Consulting
Jim Belfiore is founder and President of Arizona’s leading full service market research firm, Belfiore Real Estate Consulting. He is widely considered Arizona’s foremost housing market expert, with more than 20 years of experience in Arizona housing research, supporting developers, homebuilders, equity and debt lenders, appraisers, investors, and brokers with off-the-shelf data, advisory products, custom market feasibility reports, and expert witness services. The company’s most recent product launch is a mobile app device, now offered in iOS and Android versions.
From 2000 to 2005, Jim served as Vice President of Market Research and Investment Manager for one of the largest off-balance sheet financing organizations in the United States, co-underwriting an estimated $1.5 Billion of residential real estate in the top 20 U.S. metropolitan areas, including Phoenix. Prior to this, he helped build the largest multi-family brokerage firm in the U.S., helping it to expand from 8 to 23 offices, as its National Research Director.
Jim currently serves as Vice-Chairperson of The Care Fund, an organization dedicated to paying living expenses for Arizona families and their children; last year he served as Chairperson. He has previously served on the Board of Directors of the Phoenix Chapter of Lambda Alpha International, as the 2011 and 2012 Program Chairperson, and he currently services on the Steering Committee for Urban Land Institute’s Arizona District UrbanPlan program; he has previously served as the UrbanPlan program Chairperson.
Jim regularly speaks at major industry events; in early 2019, his company hosted the 10th Annual AZ DealMakers event, an event that is drew more than 820 registrants. The 11th Annual AZ DealMakers event, scheduled for January 2020, is expected to attract nearly 1,000 attendees. He has been quoted in major national, regional, and local publications, and has been selected as an Arizona Business Leader by AZBigMedia for 8 consecutive years.
Belfiore Real Estate Consulting celebrated its 14th anniversary in early 2019 when it held the 4th Annual “Belfiore Bash”- an event in which Belfiore Real Estate Consulting and its industry partners got together for an afternoon of fun, food, and to raise more than $32,000 for charities supporting children. The anniversary milestone was made possible with the support of Jim’s wife, Kathy, kids, Makayla and Ethan, dedicated Team Members, and company friends and clients.