Harold Willig established SpringView for two reasons: 1) To create a supplemental income stream in a risk-mitigated environment. 2) He wanted to provide that opportunity to other investors.
WHO IS SPRINGVIEW?
About SpringView Investments
Harold Willig is the Manager of SpringView Investment Management, LLC, which he founded in 2012. Mr. Willig coordinates a professional team of real estate brokers, general contractors, leasing agents, and property managers.
Mr. Willig also served as HFZ Capital Group’s Chief Financial Officer, and is responsible for the oversight of HFZ's Finance and Accounting team. He has over 16 years of finance and accounting experience. Mr. Willig also ran a consulting practice and provided valuation, analysis, and transactional support services to multi-billion dollar real estate companies. Some of his assignments included creating the books, records, and accounting infrastructure for a $500 million offshore fund; a $2.3 billion disposition of a 22-outlet mall business, evaluating an offer to purchase a $100 million par value loan portfolio, and preparing a strategic business plan for a national, multifamily apartment portfolio containing over 5,000 units.
Previously, Mr. Willig served as the Senior Controller and Vice President of Financial Analysis and then the Chief Financial Officer of the Athena Group, a multifamily development company and fund manager. He was responsible for the company’s accounting, reporting, asset valuations, and internal controls for its opportunity funds and underlying investments.
In addition, he was a auditor at Ernst & Young LLP for five years, servicing various large real estate owners, managers, and developers, and opportunity fund clients.
Harold earned a BS in Accounting from Yeshiva University, Sy Syms School of Business, and is a Certified Public Accountant.
Harold Willig
Manager
Laura Flanagan
General Counsel
MANAGEMENT COMMITTEE
Laura Flanagan is General Counsel of SpringView Investment Management, LLC. Ms. Flanagan also served as General Counsel to BPP Wealth Solutions, LLC a wealth management firm. Laura has over 10 years of commercial real estate experience.
Ms. Flanagan began her legal career representing New York based real estate investors and developers and then “switched sides” spending seven years representing national and international banks and institutional lenders, closing highly sophisticated commercial real estate transactions.
Throughout her legal career Ms. Flanagan has worked on all facets of commercial real estate transactions in the areas of affordable housing and tax credit investment. Experience includes: private equity investment in both proprietary and multi-investor funds, commercial lending, sales and acquisitions, general corporate matters, joint ventures, and partnerships.
As an associate attorney, Laura was part of the team of attorneys that facilitated the multi-billion dollar transfer of all of JP Morgan Chase’s retail banking facilities to The Bank of New York Mellon in exchange for Chase’s entire Corporate Trust business; the largest transaction of its kind to date.
Ms. Flanagan practiced law with Duval & Stachenfeld, LLP; Emmet, Marvin & Martin, LLP; and Lawler, Mahon & Rooney, LLP. Laura earned a BA in English from Marymount Manhattan College, a PhD in English Literature from Stony Brook University (SUNY), and a JD from Albany Law School, Union University.
Marc J. Bodner
Chief Executive Officer
Owner L&R Distributors
Member of the Board
Marc has over 20 years’ experience in the Distribution industry. He previously held the position of President/CEO at Allied Supply Co. He currently holds the position of President and is a member of the Board of Directors. Marc graduated with honors from Touro College with degrees in Corporate Finance and Computer Science. He serves on the Board of Directors of several non-profit organizations.
Annette Lucas
Executive VP – Owner L&R Distributors
Member of the Board
Annette has spent her entire adult life involved in the ongoing business of L&R Distributors. She has played a vital role in marketing projects such as the company catalog and web design. Today, as the company evolves, she continues her efforts to improve the L&R image working on company identity and the latest marketing programs. In addition, she assists in specialized accounting projects. Annette holds the position of Executive Vice President and is a member of the company board of directors.
SpringView Investments seeks to provide our investors
with high income and stable returns.
Targeted
Annual Returns
SpringView Investments seeks to buy in stable and safe communities that many Americans can afford.
SpringView's targeted annual total return is 6..00%, plus appreciation potential. Income is paid monthly.
Investment
Strategy
The Fund, primarily invested in the ChicagoLand area, anticipates expanding to other high potential growth markets in the U.S.
Management renovates and rents for the long-term.
Disposition options include selling to individuals and/or tenants; and selling in bulk to other investors.
6.00%
Competitive
Advantages
SpringView Investments seeks higher income than bonds and bond mutual funds.
At the same time, management seeks less risk and volatility than stocks and stock funds.
The Fund may also be in the sweet spot for investors with retirement fund dollars.
STRATEGIC BUSINESS RELATIONSHIPS
Banking
First Republic
Founded in 1985, First Republic Bank and its subsidiaries provide private banking,
private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations.
Legal Counsel
Schwell Wimpfheimer & Associates LLP
Schwell Wimpfheimer & Associates, a full-service law firm, provides legal services to clients from Fortune 100 businesses to individuals and start-up companies. With attorneys based in New York City, Jerusalem and Tel Aviv, SWA is uniquely positioned to offer very attractive rates while maintaining its emphasis on providing top-quality legal services.
Accounting
Cywiak and Company LLP
Cywiak and Company LLP has been an independent certified public accounting firm since 1982. Founded by Aaron Cywiak, CPA, David Cywiak, CPA and Sam Cywiak, CPA, the firm now consists of four partners and eight additional professionals including a specialized tax attorney. The firm maintains regional offices in New York City and Brooklyn, New York to service a large diverse clientele located in the tri-state area, in addition to many out of state and international clients. The firm offers a wide array of services from financial statement preparation to tax planning, preparation and compliance.
Marketing
Serebrin Partners
Serebrin Partners provides creative inbound marketing, design, and development to drive asset management growth for hedge fund managers, private equity real estate firms, and Registered Investment Advisors.
B2R Finance
B2R Finance offers portfolio financing for residential rental real estate
investors nationwide.
Real Estate Consulting
John Burns Real Estate Consulting
John Burns Real Estate Consulting, LLC provides independent research and consulting services related to the U.S.
housing industry.
