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.

Maytag Dairy Farms, Phoenix Investors honored by NDC

As reported on newtondailynews.com:  Jamee A. Pierson Jo Jenkins, chair of the NDC Board, welcomed the more than 75 business leaders in attendance and spoke about how NDC and those involved with the organization work to promote the community and expand the business portfolio of Newton. “You are here because you love this community and it show over and over,” Jenkins said. “Some of you in this room are very visible to what you are doing out and about to help grow Newton. Others are ... Read More

2019-10-31T08:38:44+00:00October 13th, 2017|Anthony Crivello, Articles, David Marks, Frank Crivello|

New Delphi Flint site owner in talks with multiple possible tenants

As reported on mlive.com: Flint News By Dominic Adams Buddy Julius, spokesman for Phoenix Investors, said his company has been in talks with multiple potential tenants. However, Julius declined to disclose what businesses his company was in discussions with or potential future uses for the site. He also declined to outline any potential time frame for finding a tenant for the facility. “We love that location,” he said. “We think tenants are going to, too.” The property, near Dort Highway and Robert T. Longway Boulevard, ... Read More

2020-03-13T19:57:16+00:00October 9th, 2017|Anthony Crivello, Articles, David Marks, Delphi, Flint, Frank Crivello|

Phoenix Investors Expands MI Portfolio With 550 KSF Buy

As reported on cpexecutive.com: By Evelyn Jozsa The company purchased an industrial facility in Flint, Mich., for $3.2 million. The building is a former Delphi assembly plant that will undergo upgrades to house its new tenants. An affiliate of Phoenix Investors has acquired Delphi Flint East, a former assembly plant in Flint, Mich. The property, totaling more than 550,000 square feet, changed hands for $3.2 million. River Valley Bank provided the senior mortgage financing and Paul Hoge of Signature & Associates brokered the transaction. The building located at ... Read More

Go to Top