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.

Wisconsin company makes second multi million-dollar Flint property purchase

As reported on mlive.com: By Dominic Adams FLINT, MI – A Wisconsin based real-estate firm has purchased its second commercial building in Flint in the last two weeks. An affiliate of Phoenix Investors has bought a 460,000-square-foot building next to Bishop Airport where Android Industries is currently located, the company said. The building at 4444 W. Maple Ave., was purchased for $19.5 million and the sale was closed on Thursday, Oct. 12, according to Phoenix Spokesman Buddy Julius. “It’s an area that we think that it’s ... Read More

NDC Honors Maytag, Phoenix Investors

The National Development Council Board honored Maytag Dairy Farms and Phoenix Investors for promoting the community of Newton, IA and expanding its business portfolio. “You are here because you love this community and it show over and over,” NDC Board Chair Jo 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 behind the scenes, but you are all working together to push forward, to move and to grow Newton.” ... Read More

2021-06-07T20:19:02+00:00October 13th, 2017|Anthony Crivello, Articles, David Marks, Frank Crivello|
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