1. ELITE
WHERE OFF MARKET IS THE NEW MARKET

2. GENESIS CAPITAL MANAGEMENT
DELIVERING HIGH VALUE OFF MARKET OPPORTUNITIES TO OUR CLIENTS.
Genesis Capital Management (“Genesis”) is an association of
more than 40 Off Market professionals across the country. Our
members source assets directly from Banks, Servicers, Lenders
and Private Clients. The members of Genesis have participated
in commercial real estate transactions totaling nearly $7 billion.
The professional backgrounds of the Genesis team range from
commercial real estate brokers and bank consultants to asset
managers and senior bankers. Using our combined experience,
we have aggressively built our presence in the commercial real
estate and lending communities.
ELITE PROGRAM
The flagship program of Genesis is the ELITE PROGRAM. Genesis leverages its relationships with lenders for the advantage of our
clients, serious Elite Program buyers. Instead of sourcing assets for any number of Genesis buyers to bid on, we take Elite Program
buyers directly to the “front of the line” with lenders to source specific assets for acquisition. Buyers accepted to this program must
have a minimum of $150M (USD) to deploy for acquisitions, be a serious and proven buyer, and be ready to follow the protocols
outlined by the lender and Genesis. A questionnaire and interview help assess acquisition criteria.
Genesis will assist Elite Program clients in a full service program: from sourcing the assets, providing due diligence in an encrypted
deal room, assisting in review of valuations, interfacing with the lender, and all aspects through to closing. From time to time, assets
will be presented from non-bank sources (off market private sellers.)
ELITE
WHERE OFF MARKET IS THE NEW MARKET 2 of 10

3. FREQUENTLY
ASKED QUESTIONS
WHAT is the Elite Program? The Elite Program at Genesis accepts a
small number of clients who are serious about buying assets, who
want to cut through the competition and difficulties getting to assets
at the banks or off market, and who want first-class service to meet
their goals. This is an historic period of opportunity purchases for
commercial real estate, but access to assets has not been easy over
the last few years. Genesis helps break down barriers with the Elite
Program. This is not a generic program whereby Genesis sources
assets that many clients can bid on; it is a personalized program that
sources assets only for its specific client, one by one, in order to
enhance closings.
WHY did you develop the Elite Program? Banks are sitting on many
opportunities but they are often poorly equipped to be in the real
estate or note sale industry and are overwhelmed by massive
defaults. Some do not understand realistic valuations and others are
not serious about selling assets. Genesis creates a win-win situation
for the buyer and the bank, finding specific target assets from banks
that are willing to sell and deal in reality. Genesis Capital found that WHO can most benefit from the Elite Program? Groups or
simply sourcing assets to present to any number of buyers is not an individuals who do not have staff to source assets, or perhaps do have
ideal scenario – buyers compete against each other, banks are less a small staff but cannot cover all banks, or those who need high-level
serious and less motivated to close as “a better offer” may be around bank contacts to access the right kinds of assets will strongly benefit
the corner, and the environment can become frustrating. By from the Elite Program. Some wealthy individuals or trusts who want
presenting serious Elite buyers to our strong bank relations, Genesis is to take advantage of access to opportunity investments can clearly
able to pull specific assets for the Elite client only. It is a market reality benefit from the Elite Program services. The Genesis programs,
that lenders will share first choice assets with a few preferred buyers include the Elite Program, are for principals only. Sorry, no brokers.
before offering them to others. The Elite Program leverages our
relationships for that kind of access.
ELITE
WHERE OFF MARKET IS THE NEW MARKET 3 of 10

4. FREQUENTLY
ASKED QUESTIONS
WHO is a typical Elite Program candidate? What is the criteria to be accepted?
One of the biggest problems that banks have faced over the last years is going
into contract on an asset but not closing because the buyer is unable to
perform. The buyer couldn’t come up with the funds or find an equity partner,
or perhaps the buyer tied up the asset to try to find another buyer in order to
flip the asset. Banks in fact have been besieged with many opportunity buyers,
though many are not buyers at all. Banks today want to know that a buyer can
perform and has a track record. Elite Program candidates must have at least
$150M USD ready to deploy with proof of funds; the candidate will typically
have a track record of closing on assets and will provide a profile of the
company, group or individual goals. The bank wants to be sure you are our
client and that we are authorized to pull our assets for your review, so a simple
Mandate letter will be required.
HOW can I be accepted? Complete the confidential application packet. Elite Program members must sign the confidentiality agreement, mandate
letter, provide proof of funds and follow any specific bank protocol. Genesis will review the candidature and make a decision within 5 business
days; a telephone interview is typically part of the process.
WHAT are the fees? Genesis believes in keeping fees as low as possible. There is a sliding scale between 1% to 3% based on the deal size. The fee is
paid at closing. No brokers allowed.
WHAT is the process once I am accepted? The Genesis team will evaluate asset criteria more deeply. A profile and packet will be prepared, and
target banks will be identified (based on your acquisitions criteria and their inventory.) Our professional Area Managers or Executive Team will
then meet with the top bank officials, present you as a serious Elite Program buyer, and the process to source assets begins. Genesis will review
potential assets and discuss any inconsistencies and valuation guidance with the lender, and then present the assets to the Elite buyer. If there is
interest, due diligence materials will be provided in our encrypted deal room to help in the formulation of an offer, the offer will be presented (our
Genesis attorney will review the materials), and then move into contract and closing.
ELITE
WHERE OFF MARKET IS THE NEW MARKET 4 of 10

5. EXECUTIVE TEAM
Terry Robinson Dan Beal
Founder, Chief Operating Officer
Chief Executive Officer
Terry Robinson is the Founder and Chief Executive Office of Genesis Daniel R. Beal is a general contractor and a real estate developer. A native
Capital Management. Mr. Robinson has over 20 years of experience Californian, Daniel has been educated and has resided in this dynamic
in principal investing, real estate, private equity, and technology growth state, California, his entire life. He has been involved in its
development. Mr. Robinson has held a variety of senior level construction industry since his college years. Daniel earned his bachelor’s
positions with large companies such as Norwest Bank, Wells Fargo degree in Business Administration with a minor in Marketing from
Bank, and Countrywide. Mr. Robinson revolutionized outdated sales California State University at Fullerton in 1976.
and operation platforms by creating state of the art systems utilizing
During the recent decade, Daniel has contracted as an independent
cutting edge technologies he developed. He has pioneered the new
project/construction management consultant. His clients have included
market of “Off Market” transactions and continues to lead the way
major developers throughout Southern California.
with new developments.
see more here: see more here:
ELITE
WHERE OFF MARKET IS THE NEW MARKET 5 of 10

6. EXECUTIVE TEAM
Bob Bright Tony Walker Kathy Heshelow
Founder, National Sales Director Managing Director,
Chief Executive Officer Investor Relations
Tony Walker has more than 15 years as a
Bob Bright is General Counsel and an successful entrepreneur, and a track Kathy has more than 14 years of
Executive Vice President for Genesis record of building large teams in both the experience in commercial real estate with
Capital. residential and commercial real estate transactional experience in all asset types.
industry. His teamwork and relationship She owns a commercial real estate firm
Bob is dual-qualified as a California Lawyer
building approach has proven to be very specializing in NNN investments. In
and a Solicitor in England and Wales. With
successful. He was so successful with his addition, she has numerous securities
more than 17 years experience as a
unique marketing and business building licenses, focusing on real estate related
lawyer, his experience has included the
insight he co-founded a customer investments such as REITs, DSTs and funds.
successful prosecution and defense of
relationship building company.
complex real estate related claims,.
see more here: see more here: see more here:
ELITE
WHERE OFF MARKET IS THE NEW MARKET 6 of 10

7. SERVICES
In addition to our flagship Elite Program, Genesis specializes in off In addition, Genesis also offers Enotedirect.com, a web based
market deals that are not found on commercial listing services exchange for defaulted residential loans. Listings may be for an
(Loopnet, Costar, Propertyline, etc.) and not listed through individual loan or pools of loans and may be for any type of
traditional brokerage. Although the types of offerings are similar to residential or commercial loan.
those found publicly, typically the deal terms and ROI are better
with off-market listings. Genesis sources assets through banks, Finally, the Genesis Small Balance Multi Family Solutions, due to
servicers and private clients. demand, will deal with multifamily projects below $5 Million in
value.
Below is a sample of the type of properties our Elite Clients have access to:
ELITE
WHERE OFF MARKET IS THE NEW MARKET 7 of 10

8. Genesis Capital Management is private consulting firm that assists in the
facilitation of real estate and note transactions Genesis believes that off
market is the new market. We are focused on delivering off market assets
from our lending and private sources to our screened buyers, for the
success of all. Genesis Capital offers a broad spectrum of knowledge and
expertise in real estate, corporate finance and capital markets and brings
efficiency to transaction closing. Our goal is to deliver sound and tactical
real estate acquisition services to meet the investor’s acquisition goals.
Genesis Capital’s association is comprised of experienced individuals
operating in distressed asset environments. Some of the more seasoned
team members have experience spanning more than 30 years back to the
Resolution Trust Corporation (RTC) days. The team members have
participated in transactions with a total value in excess of $7 billion. The
Genesis team has successfully originated single small balance assets and
pools in excess of $65 M.
Genesis Capital sources assets discreetly and markets them discreetly to a
closed circle of qualified Genesis buyers. Genesis will never go to the open
market. We guard strict confidentiality in the off market arena for our
clients, and make data security a priority. Strict protocols are in place to
protect clients and the transactional information. Genesis Capital’s
founder, Terry Robinson, started in the off market arena in 2004 and has
built a successful new method of acquisitions and dispositions.
ELITE
WHERE OFF MARKET IS THE NEW MARKET 8 of 10

9. NATIONWIDE COVERAGE
ELITE
WHERE OFF MARKET IS THE NEW MARKET 9 of 10

10. CONTACT US
Genesis Capital Management
"Where Off Market is the New
Market"
101 California Street, Suite 2450
San Francisco, CA 94111
p. (415) 967-0709
f. (415) 963-3537
Dan Beal
Chief Operating Officer
direct (415) 506-9177
dan@offmarketassets.com
ELITE
WHERE OFF MARKET IS THE NEW MARKET 10 of 10