Commercial, Investment & Residential – Real Estate Advisor

Commercial Investment Brokerage – Trainer, Mentor & Coach 

Income Property Group – Servant Team Leader

Graduate from Southern Oregon University. Went on a wrestling scholarship & was 2x all American. His academic interests were (at the time) in learning period. Discovering & determining what he wanted & didn’t want to pursue? Changed majors 4 times, from Criminology, to Psychology, to Education, & finally ended up majoring in Theater with a minor in Broadcasting (Production, Directing, Coordinating, & Coaching Actors (sales people), & production crews. Literally, Running the show…imagination & discipline, the perfect combo for Charlie who is a natural leader who is always building and surrounding himself with a team that he can serve. Life is about improving, sharing & growing. College was about wrestling. Charlie is extremely passionate & competitive yet very cooperative & giving. Although he is always breaking records he is more likely to be setting new ones due to his Blue Ocean Strategy way of doing business.

Charlie is always looking for better ways. Rather than try to win the game, he takes more of a beat the game approach. He looks for what others try to go around & so he can go through. Seeking to advance, improve, innovate, (a non- conformer) & has a Constant Never Ending Improvement (CNEI) always learning attitude. Charlie has an extremely high level of contagious positive energy and has the strange combo of wanting to win and needing to share. Always leading by example (competing) yet encourages others. His philosophy is that “we” can and will always beat “me”, leverage is the key to increasing production and improving performance. His power of Will is beyond most people’s comprehension. He operates with military procedures and Olympic mentality. He knows where he is going & he will pursue how to get there. Adversity is sought after, not avoided.  Knowing how-to, in advance is not a concern of his. He is far more interested in leaving a trail, than finding a path. Some have MBA’s, MD’s, & PHD’s, Charlie has his MTH-Make things happen & GTD – Get things done. He starts at the top and climbs from there.

Immediately after graduating wrestling Team…  (college), he moved to Southern California bought a tie and put on a door to door life insurance salesman hat… in South Central Los Angeles (Rodney King Ville) for Bankers United. As usual, Charlie takes second at nothing & was the top producing Rookie of the year, averaging over two policies per day for two years. Bankers United sent (or flew) Charlie to various struggling offices where he was instructed to “show them how it’s done”. He was then recruited off by the big boys, Metropolitan Life, Burbank Ca. as the company’s youngest ever sales manager & at age 27. From there, he helped open two additional branch offices in Pasadena & Long Beach California where he personally hired, trained & started mentoring 18 new agents in those two offices before turning the page.

Board out of his britches and not all that excited about insurance, with his hyper active ambition he grabbed his adversity detector and went looking for challenge & competition.

During a 7 year period, he calls the dark ages, he worked consistently 90 hrs. per week exploring many opportunities. During this period he had created 8 different income streams,  but had 3 main ventures spending roughly an equal amount of time in all 3….

1)  Morning – Trading softwood –  Doug Fir, Hem Fir, Larch, Cedar, Spruce & Pine –  boards, Timbers & sheet goods. Wholesaling (buying & selling) millions of board ft. of lumber out of the Pacific Northwest saw mills into the So. Cal. Market. By barge, rail & truck.

Having started planting trees for Weyerhaeuser in middle school to working just about every position in the saw mills during college, Charlie Knew the lumber industry and market.

2) Afternoon – Building a very profitable Business Debt Negotiations firm (Arbor, Kennedy & Trate) that he started from scratch & sold to a mentee of his. His firm was the opposite of a collection agency & represented companies (debtors) that had judgments against them. Very lucrative business where he negotiated substantial settlements for the debtors and earned 35% of the savings he was able to arrange for his debtor clients.

3) Evening – He grew three different non-competing Network marketing organizations. Life Plus, N-Touch & (TPN) the Peoples Network. & developed two of their new affiliate guides. He also hosted the national prospecting conf call for new members to hear & learn.

Charlie also raised his son &daughter &was head coach in all their sport from age 5 to 15. In Orange County where he lives, there were no youth wrestling clubs like there were in Oregon so he founded the Saddleback Mat Club. He remained head coach for 6 years until son ditched wrestling for Soccer which he now plays in college. He knew he should have had another boy! His daughter is laser focused & is in Vet school & will not be denied.

In 1997, Charlie happened across the scent of Commercial Real Estate & found his calling. With no prior real estate experience, or even knowing how to spell CAP rate, he joined Sperry Van Ness and immediately started to defy the way it was “supposed to be done”, he hired, trained, mentor & coached his own team of 7 junior agents.  After training & developing a very productive team of junior agents in the firm & becoming the highest paid rookie of the year in

the firm’s 15 year history, Charlie was promoted to sales manager then regional manager & within two and a half years was heading the firm’s national training boot camp. Charlie ran the number one office in the nation for the company for three years in a row before leaving management to produce & train again for himself full time. By the end of his second year as a producer, he had earned over 1.6 million in brokerage fees & was the # 3 Producer in the nation for the company.

In January 2004, Charlie founded Healstone Investment Real Estate, a fully integrated

Investment Real Estate Brokerage serving both private & institutional client in both Brokerage & Property Management. In the company’s first 4 years his team grew to 2 offices, over 39 CRE agents &16 Property Managers. Healstone closed over 200+ transactions totaling over

$560,000,000 in sales & managed over 1,200 apartment units. Charlie has successfully closed; Multi-Family Apartments,  Retail Shopping Centers, Single Tenant NNN, Industrial Business Parks, Office Buildings (med & executive), hospitality ($ 12,000,000 Best Western), self storage

& land (brownfield) and has even sold residential property. After nearly five years of successfully building and Leading Healstone Investment Real Estate, he was made an offer he couldn’t refuse by Rick Cunningham (Regional Operating Principal) & Buddy Norman (KW Commercial Company President) to Join KW Commercial as the companies first Commercial Training Director. His first year at KW commercial he knew he first had to make an impact, so he won 3 regional awards. Most units sold, most commission earned and the growth award for the agent who hired the most agents. He then wrote the KW Commercial training boot camp manual and CD tool kit and put together the companies first commercial boot camp and traveled the nation to different cities for the next two years while his production team continued operating out of the Newport Beach KW office.

Charlie’s passion is Training Mentoring and Coaching  junior and senior commercial investment agents from many different companies nationwide. Whether its mentoring a rookie, coaching a senior agent to increase production or Co-mentoring a team with and up and coming leader. other nationwide top producers  greater income or helping a commercial broker start a commercial brokerage and built a top producing team he is constantly improving himself through others!!! ? Working with Charlie gives commercial agents more than a clear head start, it give them a ridiculously unfair advantage!

Charlie also continues his practice serving Buyer, Sellers, Investors and Tenants in Both Commercial Investment Properties as well as Residential under his team name the Income Property group.

Charlie was elected by his Senior Commercial RE peers for the position of National multi-family chairman for the Commercial REO Brokers Association (CREOBA) 2008

Charlie was featured as a TOP  40 UNDER 40 of all So.Cal. Real Estate Executives in the Real Estate Southern California magazine in 2006.

Charlie was hired by the CCIM Los Angeles chapter to come teach CCIM level professionals How to build a successful Commercial RE team, from the launching of a commercial brokerage office (3x), to a peak performance  top producing team (5x).

Charlie has been a speaker for many Southern California apartment associations as well as a speaker, trainer presenter at some of the So Cal. colleges & universities where he likes to recruit sharp talent.

He has also been a member of Vistage International which is an association of CEO’s & key executives from various industries who’s companies earn over $ 1,000,000 in gross revenue per year.

He is also a very active member of Saddleback Church and a servant of God.

Call Charlie to

Launch CRE career, Launch a Commercial RE brokerage, Increase Production, Hire Assistant, Hire Junior agents, Guild a Team, Learn more strategies and Tactics, Budgeting, Business Planning, Recruit Agent, Hire a manager, Improve or Master the Proposal Process, Hammer the Script, Learn of more Resources, Win the Business or Beat the Game.

Increase Production, Improve Performance, Leverage Values beyond you Own.






Charlie’s Real Estate Trail…

Year 1

ï    1998, with no prior RE knowledge or experience joined Sperry Van Ness.

ï Hired, Trained, Mentored, Coached & Lead a Team of 7 Junior agents my 1st yr in the business & was highest paid “Rookie of the Year” in firm’s 15 year history.

Year 2

ï    Offered and took Sales Manager position at the corporate office.

ï    Became and maintained # 1 producing office 3 years in a row.

Year 3

ï    Promoted to Regional Manager

ï Took over & ran the Sperry Van Ness New agent Training Boot Camp with his own system changing the whole process.

Year 6

ï    Left Management. To produce & build new team.

ï    Grossed commission earned $ 1,200,000 1st yr. back.

ï    # 3 Producer in the company out of roughly 360 agents.

ï    Did exactly 94 Proposals, got 23 listings, wrote 75 offers, &closed 31 sides.

ï Also Recruited, Trained, & Mentored team of 5, including the “Rookie of the year” & Runner up. All 5 earned over $ 100,000 each their first full year.

Year 7

ï    In Jan. 2004, Founded Healstone Investment Real Estate.

ï    First 4 yrs. Sold 200+ Commercial Transactions

ï    $560,000,000+ in sales

ï Opened two separate offices Irvine & Long Beach. Grew team to 39 Commercial / Investment Rock Star agents.

Year 12

ï    Mid 2010, Joined KW Commercial as “Commercial Training Director”.

ï    Speaker/Trainer at the KW Family Reunion – The Commercial Mini Boot Camp.

  • Won 3 regional annual award, most units sold, Most commission earned and the KW growth award for hiring the most agent.
  • Also hired and mentored the regions Rookie of the year

ï    Speaker/Trainer at the KW Commercial Mega Agent Retreat- Comm. Team Building

ï    Launched the CRE BOOT (re-boot) CAMP, & touring the country to train Junior and Senior agents nationwide

Agents & help senior agents to build productive teams.

ï    Created the CRE Mega Agent GPS to Success Training & Procedures guide.

ï    Completed the “Essentials to Success” – CD Tool Kit.

ïï    Building a model Commercial Team in the Newport Beach KWC office.

Elected to (CLC) the KW Commercial Leadership Council