Stephen Roulac
An authority on the economic productivity and strategic importance of the places in which we live and work, Stephen Roulac’s work bridges construction sites and high finance, the academy and the board room, intellectual innovation and entrepreneurism. His background include the highest academic credentials, innovative award-winning research, and teaching at leading universities, plus service as an investment manager, real estate expert, and over four decades as trusted primary strategy advisor to major decision-makers in all facets of business, government, real estate, and investing.
Retained by governments and also the savviest, most sophisticated and successful companies, entrepreneurs, and investors throughout the world, he and his team have created billions of dollars of value for his clients, working in 20+ countries, evaluating and investing in more than 100 countries, advising 1,000+ clients, involving in excess of $ trillion real estate interests. Stephen organized, led and had a major impact on developing the real estate consulting practices of two of the four major global accounting firms; Kenneth Leventhal (1983-1984, which subsequently merged with Ernest and Young), and Deloitte & Touche (1987-1991). Dr. Roulac has provided expert witness testimony on valuation, economics, damages and fiduciary investing standards in complex, high-stakes litigation in over 100 cases before public, private, government, legislative and regulatory (NASD, SEC) agencies.
His work is global in scope, and includes all property types, debt and equity positions, securities forms and specialized interests in real property, combining leading strategic management consulting skills with four decades of experience in addressing the implications of trends in the real estate property and capital markets. In 1974 he forecasted the explosive late 1970s growth in specific sectors of real estate market, which insight produced a $2 billion windfall for the Reichman Brothers. Ten years later, in the mid-1980s his insights into the precarious status of the office sector (identified more than five years earlier than other analysts) saved his institutional clients billions of dollars. Strategies Stephen developed for Merrill Lynch created over $1 billion above average market returns. For one of his leading investment clients, California Public Employees’ Retirement System (CalPERS), Stephen and his team added approximately $2 billion of additional portfolio value and return through the investment strategies, policies, and procedures they designed.
Dr. Roulac’s advisory work, research, teaching and speaking focus on:
• How place choice has transformed society, business and global economy
• Strategic management of enterprises, institutions, public agencies, entrepreneurial ventures, and major projects
• Investing strategy, with an emphasis on global economics, the competitive position of places, and comparative market efficiency
• Fiduciary duty, due process, best practices and applied ethics
His advisory services for significant, complex, high-stakes real estate decisions include:
ENTERPRISE AND INVESTING STRATEGY: Chart direction, explore options, increase revenues and manage risks, business plans, investment policy, expansion, global markets, valuation, transactions, and systems.
VALUATION, FINANCIAL ANALYSIS, AND DUE DILIGENCE: Analytics, models and opinions for high stakes property and financial decisions where sophistication, creativity, experience, expertise, bridging public securities and private interests, multiple perspectives, and/or outstanding credentials are required.
PLACE STRATEGY AND CORPORATE REAL ESTATE SERVICES: Advise property users on their critical decisions through linking core business strategy to place strategy to corporate real estate strategy to real estate implementation, including real estate strategy site selection, and surplus property disposition.
PROPRIETARY RESEARCH: Covering themes and forces that determine pricing and performance of places, businesses, industries, and property interests throughout the world, available in specialized member research services plus customized special projects.
PROFESSIONAL SPEAKING AND TRAINING: Entertaining, provocative, impactful keynotes, seminars, workshops retreats and training sessions that combine comprehensive strategic overview with specific implementation.
Phone: 415-306-4127
Address: Tiburon, California
Retained by governments and also the savviest, most sophisticated and successful companies, entrepreneurs, and investors throughout the world, he and his team have created billions of dollars of value for his clients, working in 20+ countries, evaluating and investing in more than 100 countries, advising 1,000+ clients, involving in excess of $ trillion real estate interests. Stephen organized, led and had a major impact on developing the real estate consulting practices of two of the four major global accounting firms; Kenneth Leventhal (1983-1984, which subsequently merged with Ernest and Young), and Deloitte & Touche (1987-1991). Dr. Roulac has provided expert witness testimony on valuation, economics, damages and fiduciary investing standards in complex, high-stakes litigation in over 100 cases before public, private, government, legislative and regulatory (NASD, SEC) agencies.
His work is global in scope, and includes all property types, debt and equity positions, securities forms and specialized interests in real property, combining leading strategic management consulting skills with four decades of experience in addressing the implications of trends in the real estate property and capital markets. In 1974 he forecasted the explosive late 1970s growth in specific sectors of real estate market, which insight produced a $2 billion windfall for the Reichman Brothers. Ten years later, in the mid-1980s his insights into the precarious status of the office sector (identified more than five years earlier than other analysts) saved his institutional clients billions of dollars. Strategies Stephen developed for Merrill Lynch created over $1 billion above average market returns. For one of his leading investment clients, California Public Employees’ Retirement System (CalPERS), Stephen and his team added approximately $2 billion of additional portfolio value and return through the investment strategies, policies, and procedures they designed.
Dr. Roulac’s advisory work, research, teaching and speaking focus on:
• How place choice has transformed society, business and global economy
• Strategic management of enterprises, institutions, public agencies, entrepreneurial ventures, and major projects
• Investing strategy, with an emphasis on global economics, the competitive position of places, and comparative market efficiency
• Fiduciary duty, due process, best practices and applied ethics
His advisory services for significant, complex, high-stakes real estate decisions include:
ENTERPRISE AND INVESTING STRATEGY: Chart direction, explore options, increase revenues and manage risks, business plans, investment policy, expansion, global markets, valuation, transactions, and systems.
VALUATION, FINANCIAL ANALYSIS, AND DUE DILIGENCE: Analytics, models and opinions for high stakes property and financial decisions where sophistication, creativity, experience, expertise, bridging public securities and private interests, multiple perspectives, and/or outstanding credentials are required.
PLACE STRATEGY AND CORPORATE REAL ESTATE SERVICES: Advise property users on their critical decisions through linking core business strategy to place strategy to corporate real estate strategy to real estate implementation, including real estate strategy site selection, and surplus property disposition.
PROPRIETARY RESEARCH: Covering themes and forces that determine pricing and performance of places, businesses, industries, and property interests throughout the world, available in specialized member research services plus customized special projects.
PROFESSIONAL SPEAKING AND TRAINING: Entertaining, provocative, impactful keynotes, seminars, workshops retreats and training sessions that combine comprehensive strategic overview with specific implementation.
Phone: 415-306-4127
Address: Tiburon, California
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