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.

‘Puttin’ on the Ritz’ a winner for Zoological Society

As reported in the Milwaukee Business Journal The Zoological Society of Milwaukee wrapped up a successful "Puttin’ on the Ritz" fundraiser at Potawatomi Hotel & Casino Jan. 23 in which a silent auction, a 50/50 raffle and boxing drew 436 Milwaukee-area business and community leaders. Check out the attached slideshow put together by Milwaukee Business Journal photographer Kenny Yoo to see photos from the popular event. The fundraiser featured amateur boxing in the Event Center of the Potawatomi Hotel & Casino in Milwaukee's Menomonee Valley ... Read More

2020-05-04T20:33:53+00:00January 29th, 2020|Anthony Crivello, Articles, David Marks, Frank P. Crivello, Giving Back|

Phoenix Investors Acquires Three Additional Illinois Industrial Properties

Company purchases over 1.8 million square feet MILWAUKEE, WI (June 25, 2019) – Affiliates of Phoenix Investors (“Phoenix”), a national private commercial real estate firm headquartered in Milwaukee, Wisconsin, announced the acquisition of three industrial properties totaling approximately 1,800,000 square feet located in Galesburg and Decatur, Illinois. The subject acquisition brings Phoenix’s overall portfolio to approximately 27,000,000 square feet across 25 states. The Galesburg Illinois assets were originally constructed by Maytag between 1974 and 1996 and then acquired by Whirlpool Corporation. Phoenix’s portfolio holdings include ... Read More

2020-05-04T23:29:42+00:00June 25th, 2019|Articles, David Marks, Press Releases|


As reported in talkbusiness.net written by Michael Tilley Part of the more than $3.65 million in ongoing work by Phoenix Investors to further renovate the former Whirlpool manufacturing plant in Fort Smith could make way for a warehouse/distribution operation for Mars Petcare. But Phoenix officials are mum about new tenants. Milwaukee, Wisc.-based Phoenix Investors recently received two building permits totaling $3.655 million for roof repairs and inside demolition and renovation work on the building. The building is 1.136 million square feet and rests on about 97 ... Read More

2020-05-05T22:59:35+00:00June 27th, 2018|Articles, David Marks, Frank P. Crivello|
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