Principals

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Rick Rosan

From 1992 to 2011, Richard (“Rick”) Rosan was the CEO of the Urban Land Institute (“ULI”), a global organization centered on land use development that has an international membership of over 20,000 real estate professionals. From 2011 to 2013 Rick served as the President of the ULI Foundation (ULIF), the philanthropic arm of the ULI, and he presently serves as a consultant to ULIF in its capital and major gifts campaign. Prior to his role at ULI/ULIF, Rick spent a 22-year career in the public and private sectors in New York City, including 12 years of service as the city’s economic development director. During that time, Rick was instrumental in establishing the first Business Improvement District, which was set up in Fulton Mall in Downtown Brooklyn. Rick spent six years as President of the Real Estate Board of New York and spent five years in the private development business working as Project Director for Silverstein Properties and Park Tower Realty on several large New York City development projects, including the Embassy Suites Hotel built above the Palace Theater in Times Square.

With the creation of Oak Tree Management in 1985, Rick has acquired, renovated and converted to cooperatives over 200 residential units in Brooklyn, NY. Rick is an architect, trained at the University of Pennsylvania, and is a Fellow of the American Institute of Architects.

Jere Lucey

 

Jere Lucey has 28 years of experience in the commercial real estate industry, and has been involved in public and private equity offerings, debt securities offerings, loan sales, acquisitions, and financing transactions of commercial properties which raised over $7 billion. Noteworthy transactions include acting as advisor to the Resolution Trust Corporation in its first issuance of commercial mortgage backed securities, acting as banker on 5 initial public offerings of REIT shares totaling over $1 billion, debt and CMBS offerings totaling over $1 billion, and originating over $2 billion in mortgage loans and note sales in excess of $3 billion.

Jere was with Jones Lang LaSalle’s Capital Markets Group from 2006 to January 2015, and was formerly with GMAC Commercial Mortgage, Donaldson, Lufkin & Jenrette (now Credit Suisse) and Prudential Securities (now Wells Fargo). Jere has raised the over $10 million in equity and debt for Oak Tree’s acquisition and renovation of three properties in Brooklyn owned by 341 Prospect Partners, LLC, 380 Prospect Partners, LLC and 466 Fifteenth Street Partners, LLC. Jere holds a Masters in Business Administration from Harvard Business School.

Liz Alverson

Liz Alverson has been with Oak Tree Management, Ltd. for 18 years, where she is an officer of two Boards of Directors of the two coop apartment buildings managed by Oak Tree Management.

Liz handles all tenant matters, including required filings with the Department of Housing and Community Renewal of the state of New York as well as with related New York City agencies. Unfortunately, she sometimes finds herself in Landlord/Tenant court. Liz is experienced in managing apartment and building renovations, including an elevator modernization and the replacement of a heating system.

 

Oak Tree Management’s employees are committed to the following:

  • Providing equal professional service to all, without regard to race, color, religion, sex, handicap, familial status, national origin or other protected status of any prospective client, customer or resident of any community.
  • Keeping informed about fair housing laws and practices, thereby expanding upon our customers’ and clients’ opportunities.
  • Demonstrating through advertising and the media that everyone is welcome and no one is excluded.
  • Informing our clients and customers about our rights and responsibilities under the fair housing laws.
  • Documenting our efforts to provide equal professional service whenever possible.
  • Refusing to tolerate non-compliance