INTRODUCTION
PROJECTS
RESUME

DAVID M. BENTLEY,
CCIM, ChFC

DAVID M. BENTLEY, CCIM, ChFC DAVID M. BENTLEY, CCIM, ChFC DAVID M. BENTLEY, CCIM, ChFC
INTRODUCTION
PROJECTS
RESUME
More
  • INTRODUCTION
  • PROJECTS
  • RESUME

DAVID M. BENTLEY,
CCIM, ChFC

DAVID M. BENTLEY, CCIM, ChFC DAVID M. BENTLEY, CCIM, ChFC DAVID M. BENTLEY, CCIM, ChFC
  • INTRODUCTION
  • PROJECTS
  • RESUME
Carlsbad Zone 15 with Cantarini, Holly Springs and Dos Colinas projects depicted in yellow.

RESUME

David M. Bentley, CCIM, ChFC

Real Estate Investment & Financial Advisory

Carlsbad, CA 92011

david.benteq@gmail.com

1.760.809.5216

Real Estate SME with over 40 years of investment, development, management, valuation, brokerage and consulting experience with virtually every asset class. Development emphasis: land use entitlement and subdivision. Investment focus: portfolio management and CRE for long-term income & capital appreciation. Geographic scope encompasses AZ, CA, CO & TX. Financial Advisory emphasis: estate planning; legacy, succession and real estate.  


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WORK EXPERIENCE


Founder/Owner - President

BENTEQ & Bentley Equity, Inc.

August 1984 - Present

Current and former affiliates include Bentley Investments, L.P.; Bentley-Wing Investments, L.P.; Bentley-Wing Properties, Inc.; Bent-West, LLC; Dos Colinas, LLC; Bentley-Monarch JV; Emerald Ridge-Monarch JV, Colina Roble, LLC; Oceano Land Company.


Real Estate Director & Financial Advisor

Hornburg Family Trusts - AZ & CA

1986 - Present

Development, valuation, disposition, acquisition, asset management, financial advisory and estate planning services for a HNW Family Office. Acquired, leased, sold, developed and managed real property assets. Provided market analyses, appraisals, land-use planning and entitlement/permits, subdivision improvements, marketing and lots sales, HOA formation & management, contract drafting & negotiations, leases, purchase & sale agreements, 1031 exchanges and transaction/escrow management for properties in AZ, CA and TX.


Principal - Developer

Zone 15-Multiple Projects - Carlsbad, CA

1998-2018

Assembled, designed and entitled multiple parcels for a 430-acre land development project. Prepared development and infrastructure plans and a comprehensive habitat conservation program. Formulated and negotiated private cost-share agreements for off-site infrastructure, together with boundary adjustments and land-swaps to facilitate right-of-way dedication and design. Entitlements/Permits: General plan amendments, zone changes, subdivision maps, environmental impact reports (EIR) and permits from USF&W (Sec 7 & 10-HCP), Regional Water Quality (Sec. 401), Army Corps of Engineers (Sec. 404) and State Fish & Wildlife (Sec. 1602). 


Principal - Developer

Colina Roble, LLC. Emerald Ridge Monarch JV. - Carlsbad, CA

1995-1999

Acquired, designed & developed an environmentally constrained former agricultural property into a successful estate-lot subdivision for 28 homes. Assembled and subdivided three ocean-view parcels into 170-residential lots; land acquisition funded with an acquisition/participation loan from a Canadian-based homebuilder that retained 50 lots at a preferred price.


Independent Fee Appraiser (CGREA & MAI Candidate)

BENTEQ - David M. Bentley, CCIM

1992-1995

Provided real estate appraisals and consulting services to federally chartered banks, the RTC and private property owners for virtually every asset type, including raw and subdivided land, offices, strip and free-standing retail, industrial and special use. Properties in AK, AZ & CA.


President - Portfolio Manager

Bennett Properties, Inc. - San Ramon & Irvine, CA

1990-1992

President of the Property division for a land investment/syndication company with over 2,000 limited partners & 22 active land investment projects under management through six regional managers, with offices in CA, AZ & TX.


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CERTIFICATIONS & LICENSES


Bachelor of Science Business Administration (BSBA) - Economics & Finance 

University of Arizona (1977-80) & University of Phoenix (1990-92)

Certified Commercial Investment Member (CCIM #2880) 

Commercial Investment Real Estate Council (1985)

Commercial Real Estate Appraiser & MAI Candidate

CGREA in AZ & CA & Appraisal Institute (1991-95)

Chartered Financial Consultant (ChFC)

American College of Financial Services (2020-21)

Real Estate Broker - CA-DRE 01031408 (Current)


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SKILLS & EXPERTISE


* Real Estate Portfolio Management; Sourcing, Acquisitions, Development & Disposition

* Contract Structure, Drafting & Negotiations; Purchase & Sale Agreements, JVs, Leases

* Land Use Planning, Subdivision Design, Entitlements & Agency Permits

* Environmental Analysis & Impact Mitigation

* Multi-Discipline Consultant Selection, Contracting & Management

* Infrastructure Design and Financing (Private and Public Districts, Cost-Sharing)

* Real Estate Appraisal, Economic & Market Analysis

* Due-Diligence, Feasibility Studies, Highest & Best Use Determination

* Financial Modeling & DCF Analysis

* Real Estate Brokerage, Marketing & Dispositions

* Transaction and Escrow Management

* Tax Deferred Exchange (IRC Sec 1031)

* Asset & Property Management

* Financial, Retirement, Estate Planning & Trusts for Real Estate Investors/Owners

* Risk Management, Dispute Resolution & Litigation (Expert Witness)

* Public Speaking, Instruction & Mentoring

Carlsbad, CA - Sunny Creek SP

Aerial photo with development overlay of a master development plan covering approx. 430 acres in the NE quadrant of Carlsbad, CA.  It is one of  the last significant area of undeveloped coastal land in San Diego County.

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