David M. Marks
Since 1994, David M. Marks has served as the Trustee of the Irrevocable Children’s Trust, Irrevocable Children’s Trust No.2 and Phoenix Business Trust where he oversees all trust investments, with responsibilities that begin pre-acquisition and extend through ownership and disposition. Mr. Marks has played a key role in all acquisitions and management of the Trusts’ portfolio of commercial real estate and operating companies and acts as key officer, director or manager for the Trusts’ operating subsidiaries.
Mr. Marks began his real estate career in the late 1980s while still an undergraduate, completing acquisition underwriting, portfolio analysis and abstracting complex anchor tenant leases on a national basis. In the early 1990s, Mr. Marks worked on national acquisitions, underwritings and financings, highlighted by assisting in the creation Wall Street’s first single-tenant, retail property-backed securitized financing, a CMBS transaction secured by a national portfolio of 43 Kmart retail and warehouse stores.
Mr. Marks has led or participated in real estate acquisitions, refinancings and dispositions ranging in size from single asset transactions under $1 million to portfolio transactions in excess of $170 million.
Mr. Marks and his wife Rachael are active supporters of various charitable organizations, with a specific focus on Jewish charities in Southeastern Wisconsin.
Mr. Marks received a B.S. in economics from the University of Wisconsin.