James M. Kleitz, MAI, CAE, AAS, RES, CFE

Experience

• 

  CBRE

  Oct 2002 - Nov 2015

  -Diligently complete appraisal reports across all asset classes and types within the entire Southeast region-Consistently complete 70 to 95 excellent quality reports per year-Directly cultivate and maintain relationships with several lenders in the commercial real estate market-Engage and network with investment real estate brokers to discuss market trends and opinions-Quantitively and qualitatively analyze real estate market data reports, such as Costar, Reis, CBRE MarketView, Loopnet, Claritas, PwC, and Xceligent-Observantly tour subject properties with management and leasing representatives-Evaluate, verify, view, and photograph comparable sales and leases for use in appraisal reports-Utilize Word and Excel synchronously to present well-written appraisal reports; employing macros and pivot tables-Perform financial analyses using comparable pro forma income and expenses, capitalization rates, discount rates, and comparable transaction sales prices-Effectively project cash flow valuations using ARGUS DCF software-Regularly use Real Estate Information Management System (RIMS) and various appraisal management company vendor sites-Diplomatically work with underwriters and reviewers to conclude reasonable outcomes incorporating their professional data, opinions, and analyses-Periodically review in-house and third-party appraisal reports for consistency and standards-Esteemed mentor approached for judgment on valuation and technical issues and solutions-Facilitated the introduction and became a key member of the religious and educational facilities specialty valuation group Show less

  • Senior Appraiser

    Dec 2014 - Nov 2015

  • Senior Appraiser

    Oct 2002 - Dec 2014
• 

  BBG Inc

  Nov 2015 - Apr 2017

  Senior Appraiser

  Commercial Valuation Consultants, Now Part of BBG

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  Orange County Property Appraiser, Florida

  Apr 2017 - now

  •Led a six-member team that collects, analyzes, and reviews every hotel, timeshare, multi-family housing, senior housing, and mobile home park property data within Orange County •Oversaw the successful defense of $16.8 Billion total market value within a four-month schedule •Established a vision for the team and directed the collaborative exercise of concretely developing it and a mission statement•Highly entrusted to co-lead the section during the director’s absences, including holding daily group update sessions and participating in the weekly meeting with the Property Appraiser and COO •Regularly interview and assess potential candidates for open staff positions •Successfully bring on-board and train new analysts as part of the hiring process •Frequently mentor appraisers with insight and periodic formal authority •Constantly collaborate with the manager and director of the Commercial section and leaders of other divisions, including the agency in-house counsel Show less •Led the multi-family analyst stratum, which also included all senior housing, mobile home park, and institutional properties within Orange County •Diligently performed, reviewed, inspected, and reconciled commercial real estate research, including comparable sales, income and expense data, market trends, and overall capitalization rate data, in compliance with state sales ratio standards (COD, PRD) •Skillfully used Excel tables, pivot tables, macros with Visual Basic to filter, sort, and evaluate data •Developed an innovative primary trendline charting tool for accurate valuations •Accurately developed, performed, and verified mass income updates into the CAMA system •Prepared splits and combinations of parcel technical, physical, and valuation aspects •Reviewed and responded to inquiries about the process and valuation of mass appraisals and multi-family valuation •Efficiently and concisely prepared evidence presentation packages for, then objectively explained and wholly defended assessments at VAB (appeal board) hearings •Notwithstanding a 21% increase in the stratum’s market value in the first year at VAB, the Special Magistrates consistently opined that the most complete, relevant, and credible data was used, and assessments were almost always upheld, with extremely limited exceptions •Assembled supporting discovery documents and potentially can appear as an expert witness during litigation •Taught Excel skills to a group of 40 agency employees Show less

  • Manager, Commercial Real Estate Assessment

    Sept 2019 - now

  • Supervisor, Commercial Real Estate Assessment

    Sept 2018 - Sept 2019

  • Commercial Real Estate Appraiser Analyst II

    Apr 2017 - Sept 2018