Affiliates

ALPHA Surance is a full service independent insurance brokerage, with offices located in South & Central Florida with a vast network of A rated companies. We provide a tailored package to fit each client’s current specific insurance needs, while also looking at potential future exposure according to personnel, location, and future plans. We provide ongoing support to our clients including policy reviews, renewal assistance, Certificate of Insurance issuance, and account servicing.

Insurance Programs: Commercial Liability – Commercial Property – Condominium and Homeowners Associations – Excess/ Umbrella Liability – Directors and Officers – Lessor’s Risk (Landlord) – Loss of Business Income – Flood Insurance – Professional Liability – Workers Compensation – Business Insurance (BOP) – Residential Property – Commercial Auto

Robert Coleman is a licensed General Lines FL Insurance Agent with expertise and knowledge in the industry of Property & Casualty. He is a highly motivated and driven professional that tailors to each client’s needs to present them with the highest level of customer service. With expertise in writing commercial and residential lines of coverage, Ricardo will make sure your risk is completely protected against all possible risk exposures. Ricardo’s client-centric approach ensures clear communication and transparency, while educating the client on options to help make informed decisions.

Your business deserves the best comprehensive protection from a trusted advisor. Contact ALPHA Surance today to schedule a free consultation and discover how we can help safeguard your business’s future. We look forward to being your partner in risk management.

P: 352-260-0024
E: Robert@alphasurance.com
W: alphasurance.com

FirstPointe Advisors is a full service ad valorem tax service provider. We are based in South Florida and provide ad valorem services across Florida’s 67 counties.

-Acquisition Due Diligence
-Annual Tax Budgets
-Tax Bill Processing
-Litigation Support
-Tangible Personal Property Tax Compliance

Our experience expands to all property types: Hotels/Resorts, Retail, Multifamily Apartments, Industrial, Self-Storage, Senior Living, Marines, Timeshares, Golf Courses, etc. Considering our experience, we bring the knowledge of a national firm with a regional focus.

Mr. DePotter is the Managing Partner of Property Tax. In his role, he oversees all new client relationships to ensure a high level of client service satisfaction is achieved. He also oversees the review/appeal process for FirstPointe’s clients. His experience is in maintaining client relationships with some of the largest national REITS, retirement funds, private entities and public entities. Adding to his experience, he has presented market analysis in all of Florida’s major jurisdictions while maintaining a portfolio of over $6 billion is assessments expanding over 10 million square feet.

In addition, Mr. DePotter is a member of the NAIOP, holding a CCIM designation from the CCIM Institute and the CMI designation from the Institute for Professional in Taxation. He is also a member of: ICSC (International Council of Shopping Centers), IAAO (International Association of Assessing Officers, NAR (National Association of Realtors), AICPA (American Institute for Certified Public Accountants), and FAPTP (Florida Association of Property Tax Professionals).

FirstPointe’s purpose is to be your trusted advisor on all ad valorem tax related matters. Together, we can position you and your company to achieve your financial goals.

P: (954) 906-8030
E: B.DePotter@First-Pointe.com
W: first-pointe.com

35+ years of commercial lending experience in both CRE lending and C & I lending

Over 35 years of commercial lending experience in both CRE lending and C & I lending. CRE lending experience includes existing properties and new construction for all major sectors covering retail, multi-family, office, warehouse, service storage and hospitality. Deal size ranges from $1 million to $40 million.

P: 727-494-5186
E: Richard.Jensen@lmcu.org
W: lmcu.org

50+ years of financial experience

Greg has represented Cost Segregation Services Inc (CSSI) since 2010 (after a 30+ year commercial bank lending career) and bottom line we bring significant income tax benefit to owners of depreciable real property, primarily through accelerated depreciation. He has done 1,200+ projects (includes over 180 funeral home projects) in 38 states so far (their company over 40,000 studies). Income tax Deferral over $231,000,000 has been delivered with his personal studies. Very humbly he shared that his production in the last 4 years for CSSI was 5th, 3rd, and 7th and 8th in the company nationwide.

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P: 256-683-3397
E: greg@costsegregationservices.com
W: costsegregationconsulting.com

Commercial Real Estate Banker

Jim Hoggatt, Senior Director, is based out of Walker & Dunlop’s Jacksonville, Florida office and is responsible for multifamily and commercial loan originations through Fannie Mae, Freddie Mac, life company, bridge, and CMBS executions. Mr. Hoggatt is well versed in several property types, including but not limited to, multifamily, retail, office, industrial, hospitality, self-storage, and manufactured housing.

P: 904.437.5247
E: JHoggatt@walkerdunlop.com
W: walkerdunlop.com
A: 10375 Centurion Parkway North, Suite 310, Jacksonville, FL 32256