Our people are our most important asset. From the appraisers and consultants to support staff each one has a hand in making your project successful. The staff of professionals at T.B. Harris, Jr. & Associates Inc. are here to serve you and insure that your project is completed on time and on budget. Meet our staff and get detailed information on backgrounds and areas of expertise by visiting our employee profiles below.
___________________________________________________________________________________________________
Appraisers & Research Assistants
-
Linda R. Shell
Appraiser
lrs@tbharrisjr.com
See Linda's CredentialsA Certified General Appraiser, Ms. Shell has more than 18 years experience and an MBA in Finance. Her focus is on the more complicated projects and expert witness testimony.
EDUCATION AND CREDENTIALS
DePaul University
Chicago, Illinois
Masters of Business Administration – FinanceUniversity of Mississippi
Oxford, Mississippi
Bachelor of Arts – English EducationRelevant Appraisal Institute Courses Completed
Real Estate Appraisal Principles Highest and Best Use and Market Analysis Real Estate Appraisal Procedures Report Writing and Valuation Analysis Basic Income Capitalization Advanced Applications Advanced Income Capitalization Advanced Sales Comparison and Cost Approaches Appraisal Case Law III Standards of Professional Practice, Parts A and B 2011 Real Estate Valuation Conference Forum on Appraisal Issues from the Reviewers Perspective National USPAP Updates Appraising Distressed Commercial Real Estate Appraisal of Local Retail Properties Subdivision Valuation Trainees/Supervisors Evaluating Commercial Construction Eminent Domain Rates & Ratios: GIM’S, OAR’S & DCF’S Numerous additional seminars and continuing education courses in order to meet current requirements.
APPRAISAL EXPERIENCET.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
Commercial real estate consulting and appraisal
March 1999 – presentProvide commercial appraisal services, financial analyses, and highest and best use studies to commercial real estate owners, developers, and financial clients. Assignments include vacant land, offices, retail development, business and residential condominium developments, industrial properties, hotels, and residential subdivisions.
Fortenberry & Associates/The Hanes Group
Charlotte, North Carolina
Appraiser
1997 – March 1999Appraiser of various types of property – subdivisions, hotels, condominium developments, apartments, industrial buildings, vacant land, retail, etc.
Shiplett-Wilkins & Associates, Inc.
Charlotte, North Carolina
Senior Staff Appraiser
1993 – 1997Properties appraised included hotels, vacant land, office buildings, and industrial property.
PROFESSIONAL AFFILIATIONS
North Carolina State Certified General Real Estate Appraiser
License #A4103South Carolina State Certified General Real Estate Appraiser
License #CG5545North Carolina State Broker’s License
License #214195South Carolina State Broker’s License
License #66471EXPERT TESTIMONY
Qualified as an expert witness in Superior Court
Mecklenburg County, NC.Qualified as an expert witness in Superior Court
Union County, NCCLIENTELE
American Community Bank Charlotte, North Carolina
Bank of America Charlotte, North Carolina
Bank of the Ozarks Charlotte, North Carolina
Branch Banking & Trust Charlotte, North Carolina
Carolinas HealthCare System Charlotte, North Carolina
Charlotte/Mecklenburg Board of Education Charlotte, North Carolina
CIT Small Business Lending Dallas, Texas
City of Charlotte Charlotte, North Carolina
Coca Cola Consolidated Charlotte, North Carolina
DeWitt Real Estate Services Raleigh, North Carolina
Duke Energy Company Charlotte, North Carolina
Evangelical Christian Credit Union
First Citizens Bank Charlotte, North Carolina
First Charter Bank Charlotte, North Carolina
First Landmark – Guardian Management, North Carolina
First National Bank Shelby, North Carolina
First Trust Bank Charlotte, North Carolina
Mecklenburg County Charlotte, North Carolina
Mecklenburg County ABC Board Charlotte, North Carolina
National Bank of South Carolina Columbia, South Carolina
NewDominion Bank Charlotte, North Carolina
North Carolina National Bank, North Carolina
North Carolina Department of Transportation Charlotte, North Carolina
Pappas Properties Charlotte, North Carolina
Park Sterling Bank Charlotte, North Carolina
Lat Purser & Associates Charlotte, North Carolina
Robinson, Bradshaw & Hinson Charlotte, North Carolina
South Carolina National Bank Columbia, South Carolina
Southern National Bank Charlotte, North Carolina
Southern Real Estate Charlotte, North Carolina
Town of Rock Hill Rock Hill, South Carolina
Town of Davidson Davidson, North Carolina
Union County Monroe, North Carolina
United Carolina Bank Charlotte, North Carolina
University of North Carolina at Charlotte Foundation Charlotte, North Carolina
Wachovia Bank & Trust Charlotte, North Carolina
York County York, South Carolina -
Allan E. Reich
Appraiser
aer@tbharrisjr.com
See Allan's CredentialsMr. Reich has been a contract employer with T.B. Harris, Jr. & Associates since 2003, as a Certified General Appraiser.
EDUCATION AND CREDENTIALS
NC School of Real Estate Education, Inc.
Central Piedmont Community College
Commercial Real Estate Appraisal Courses G-1, G-2 & G-3Courses Include:
Introduction to Income Capitalization (2004)
Advanced Income Capitalization Procedures (2006)
Applied Income Property Valuation (2006)American School of Real Estate Appraisal
Introductory Real Estate Appraisal Courses R-1, R-2, R-3 & USPAPCourses Include:
Introduction to Real Estate Appraisal (2003)
Valuation Principles and Procedures (2003)
Applied Residential Property Valuation (2003)
Uniform Standards of Professional Appraisal Practice (2003)Appalachian State University
Bachelor Degree in Business Administration, 2001
AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina Certified General Real Estate Appraiser
License No. A6368South Carolina Licensed Appraiser
License No. L 5772Urban Land Institute (ULI) Young Leader, February 2005
RECENT/RELEVANT COURSE WORK
Appraisal Case Law III – May, 2011
7-Hour National USPAP – February, 2011
Analyzing Tenant Credit Risk – January, 2011
Introduction to Valuation for Financial Reporting – October, 2009RELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
July 2003-PresentNC/SC General Certified Real Estate Appraiser participating in all aspects of the appraisal process, concentrating in multifamily, mixed-use, multi-tenant office and retail, industrial and golf related property types.
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
January 2003-June 2003Provided research assistance on a number of commercial and industrial properties, while becoming a state registered trainee.
Auto Owners Insurance Company
Charlotte, North Carolina
August 2001 – January 2003Certified Independent Firm Adjuster, with a concentration in Auto and Property claims. Handled both personal and commercial lines with the assistance of the Boeck estimating system.
RESEARCH EXPERIENCE
A partial list of types of properties research assistance has been provided on include:
Apartment Complexes
Childcare Facilities
Churches
Condemnation Cases
Condominiums (Office and Flex)
Convenience Stores
Drugstores
Fast-Food Restaurants
Golf Courses
Industrial Properties
Institutional Properties
LEED Specialization
Medical Office Properties
Mini-Storage Facilities
Mixed-Use Properties
Office Properties
Restaurants
Retail Buildings
Shopping Centers
Service Stations
Townhouse Complexes
Vacant Land
Veterinary ClinicsCLIENTELE
Attorneys, Investors, and Individuals
Bank of America
Carolinas Healthcare Systems
Capmark Finance
Catawba Land Conservancy
Charlotte Douglas International Airport
Char/Meck Board of Education
City of Charlotte
Duke Energy Company
Fifth Third Bank
GVA Lat Purser & Associates Incorporated
Lincoln Harris
RBC Centura Bank
Regions Bank
SouthTrust Bank
Wells Fargo Corporation -
Michael P. Berkowitz
Appraiser
mpb@tbharrisjr.com
See Michael's CredentialsMr. Berkowitz has worked with T.B. Harris, Jr. & Associates since 2003 and is a Certified General Appraiser.
EDUCATION AND CREDENTIALS
Central Piedmont Community College
R-1 – Introduction to Real Estate Appraisal, 2002
R-2 – Valuation Principles and Procedures, 2002
R-3 - Applied Residential Property Valuation, 2002
G-1 – Introduction to Income Property Appraisal, 2003Bob Ipock and Associates
G-2 – Advanced Income Capitalization Procedures, 2003
G-3 - Applied Property Income Valuation 2004Appraisal Institute
520 Highest and Best Use and Market Analysis, 2004
Seminar Rates, Multipliers and Ratios 2005
530 Advanced Sales Comparison and Cost Approaches 2006
Seminar Apartment Appraisal, Concepts & Applications 2009
Seminar Appraising Distresses Commercial Real Estate 2009
Seminar Appraising Convenience Stores 2011
Seminar Analyzing Operating Expenses 2011Duke University
Major: Economics 1985-1989
AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina State Certified General Real Estate Appraiser
October 2006
Certificate No. A6169RELATED EXPERIENCE
- Provided real estate consulting services for a variety of clients including real estate brokers, property owners and financial planners
- Performed financial feasibility studies for multiple property types including golf communities, and renovation projects.
- Developed plan for self-contained communities.
- Consulting for tax appeal, estate planning, and litigation.
APPRAISAL EXPERIENCE
A partial list of types of properties appraised include:
Retail Properties, Single and Multi-Tenant, Proposed and Existing
Office Single and Multi-Tenant Proposed and Existing
Mixed-Use Properties, Proposed and Existing
Industrial Properties, Warehouse, Flex and Manufacturing
Vacant Land
Condemnation
C-Stores
North Carolina Mountain PropertiesCLIENTELE
Bank of America
Wachovia Bank, N.A.
First Citizens Bank
RBC Centura Bank
City of Charlotte
City of Concord
Union County
BB & T
Aegon USA Realty Advisors
Sun Trust Bank
First Charter Bank
Regions Bank
Charlotte Housing Authority
Alliance Bank and Trust
Broadway Bank
Duke Energy Corporation
Jim R. Funderburk, PLLC
Hamilton, Fay, Moon, Stephens, Steele & Martin
Senator Marshall A. Rauch
Perry, Bundy, Plyler & Long, LLP
Robinson, Bradshaw & Hinson
CSX Real Property
Baucom, Clayton, Burton, Morgan & Wood, PA
City of Mount Holly
Our Towns Habitat for Humanity
Parker, Poe, Adams & Bernstein, LLP
Central Carolina Bank
Southern Community Bank and Trust -
Benjamin H. Curran
Appraiser
bhc@tbharrisjr.com
See Ben's CredentialsMr. Curran began his appraisal career in 2006 with T.B. Harris, Jr. & Associates.
EDUCATION AND CREDENTIALS
North Carolina Real Estate Education, Inc.
R-1 – Introduction to Real Estate Appraisal, 2005
R-2 – Valuation Principles and Procedures, 2006
R-3 - Applied Residential Property Valuation, 2006
USPAP Uniform Standards of Professional Appraisal Practice, 2006
G1 – Introduction to Income Property Appraisal, 2007
G2 - Advanced Income Capitalization, 2007
G3 - Applied Income Property Valuation, 2007Appraisal Institute
Advanced Income Capitalization, 2010
General Appraiser Report Writing and Case Studies, 2010
General Market Analysis and Highest and Best Use, 2009
Business Practices and Ethics, 2008University of South Carolina
Bachelor of Arts Degree in Finance and Real Estate
AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina Certified General Real Estate Appraiser, License No. A7120
South Carolina Certified General Real Estate Appraiser, License No. 6879
Associate Member Appraisal Institute, 2009 – PresentRELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
July 2009-PresentAppraiser, participating in all aspects of the appraisal process.
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
October 2006-June 2009Registered trainee, participating in all aspects of the appraisal process.
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
May 2006- October 2006Provided research assistance on a number of commercial and industrial properties, while becoming a state registered trainee.
RESEARCH EXPERIENCE
A partial list of types of properties appraised include:
Apartment Complexes
Childcare Facilities
Churches
Condemnation Cases
Condominiums (Office and Flex)
Convenience Stores
Drugstores
Fast-Food Restaurants
Industrial Properties
Institutional Properties
Medical Office Properties
Mini-Storage Facilities
Mixed-Use Properties
Office Properties
Restaurants
Retail Buildings
Shopping Centers
Service Stations
Townhouse Complexes
Vacant Land
Veterinary ClinicsCLIENTELE
Attorneys, Investors, and Individuals
Bank of America
Bissell Hayes
Branch, Banking & Trust (BB&T)
Central Carolina Bank
Charlotte Douglas International Airport
Citizens Financial Group, Inc.
City of Charlotte
Duke Energy Company
First Charter Bank
GVA Lat Purser & Associates Incorporated
Lincoln Harris
RBC Centura Bank
Regions Bank
SouthTrust Bank
Statesville Regional Airport
Wachovia Corporation -
Philip S. Porter
Appraiser
psp@tbharrisjr.com
See Philip's CredentialsMr. Porter joined T.B. Harris, Jr. & Associates in 2010.
EDUCATION AND CREDENTIALS
Appalachian State University
Boone, NC
BS Mathematics 1995Southeastern Baptist Theological Seminary
Wake Forest, NC
Masters of Divinity 2000Appraisal Institute
USPAP Update 2011
Advanced Applications 2011
Advanced Sales Comparison and Cost Approaches 2010
Report Writing and Valuation Analysis 2010
Business Practices and Ethics 2009
General Appraiser Sales Comparison Approach 2009
Real Estate Finance Statistics and Valuation Modeling 2009
General Appraiser Market Analysis And Highest and Best Use 2008
General Appraiser Site Valuation & Cost Approach 2008
Advanced Income Capitalization 2007
Basic Income Capitalization 2007
USPAP 2007
Basic Appraisal Procedures 2007
Basic Appraisal Principles 2006Education Resource, LLC
Small Residential Income Property Appraisal 2007
AFFILIATIONS AND ACTIVITIES
Licensing & Certifications
North Carolina Certified General Real Estate Appraiser, December 2010 to present, License No. A7392
South Carolina Certified General Real Estate Appraiser, June 2011 to present, License No. 6832
Indiana Certified General Appraiser, August 2010 to present, License No CG41001306
Approved Indiana DOT Right of Way Appraiser, September 2010 to presentProfessional Affiliations
Appraisal Institute, general Associate Member
RELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
December 2010 to PresentAppraiser, participating in all aspects of the appraisal process.
First Appraisal Group, Inc.
Bloomington, Indiana
August 2010 to November 2010Appraiser, participating in all aspects of the appraisal process.
First Appraisal Group, Inc.
Bloomington, Indiana
December 2007 to August 2010Registered trainee, participating in all aspects of the appraisal process.
First Appraisal Group, Inc.
Bloomington, Indiana
September 2006 to December 2007Research assistant, assisting in all aspects of the appraisal process.
APPRAISAL EXPERIENCE
A partial list of research and appraisal experience by property type or use includes:
Apartments
Single-tenant retail
Strip-centers
Neighborhood shopping centers
Single/Multi-tenant office
Industrial tracts and subdivision
Single/Multi-tenant industrial improved properties
Access and traffic flow study
Self-storage facility
Gas pipeline easements
Agricultural tracts
Single-family residential
Parking garage
Mini-lube stations
RR corridors
Sewer line easements
Places of worship
Eminent domain – acquiring agencies
Eminent domain – property owners
Mortgage lending
Litigation
Ad valorem tax appealCLIENTELE
First National Bank
Paragon Commercial Bank
Fifth Third Bank
City National Bank
RBC Bank
City of Charlotte
Yadkin Valley Bank & Trust
CSX
Attorneys, Investors, and Individuals
Indiana Department of Transportation
Engineering Firms
Monroe Bank
United Commerce Bank
Indiana University Credit Union
Regions Bank
Old National Bank
German American Bancorp
Indiana University
Board of Public Works for the City of Indianapolis, Indiana
City of Bloomington, Indiana
City of Terre Haute, Indiana
City of Madison (Indiana) Redevelopment Commission
Office of the Indiana Attorney General -
Reese Pittman
Appraiser
drp@tbharrisjr.com
See Reese's CredentialsMr. Pittman has worked with T.B. Harris, Jr. & Associates since 2008 and is a Registered Trainee.
EDUCATION AND CREDENTIALS
North Carolina State University
Bachelor of Science in Business Administration
Concentrations in Finance & Marketing, 2004Appraisal Institute
General Appraiser Income Approach / Part I, 2008
Real Estate Finance, Statistics, Valuation Modeling, 2009
General Market Analysis & Highest and Best Use, 2009
General Appraiser Income Approach / Part II, 2010
General Appraiser Sales Comparison Approach, 2011
General Appraiser Site Valuation & Cost Approach, 2011Central Piedmont Community College
Basic Appraisal Principles, 2008
Basic Appraisal Procedures, 2008
Residential Market Analysis & Highest & Best Use, 2008Mingle School of Real Estate
USPAP, Uniform Standards of Professional Appraisal Practices, 2008
Broker Relationships & Responsibilities, 2007
Selected Topics, 2008
Contracts & Closings, 2009AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina Appraisal Board – Registered Trainee, No. T5147
North Carolina Real Estate Commission – Broker, No. 250989RELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
July 2008-PresentRegistered trainee, participating in all aspects of the appraisal process. Provides commercial real estate services, financial analyses, market studies, and highest and best use studies to commercial real estate owners, developers, local government officials, and financial clients.
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
January 2008-July 2008Provided research assistance on commercial properties, while becoming a state registered trainee.
Grandbridge Real Estate Capital, LLC
Charlotte, North Carolina
February 2005-December 2007Managed a portfolio of commercial real estate loans from various national lenders.
-
Drew S. Patton
Registered Trainee
dsp@tbharrisjr.com
See Drew's CredentialsMr. Patton is a Registered Trainee working with Linda Shell, compiling reports and conducting market research.
EDUCATION AND CREDENTIALS
University of North Carolina at Pembroke
Bachelor of Science in Business Administration
Concentrations in Management, 2003Mingle School of Real Estate
Introduction to Real Estate Appraisal
Valuation Principles and Procedures
Applied Residential Property Valuation
USPAP, Uniform Standards of Professional Appraisal Practices, 2005AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina Appraisal Board
Registered Trainee, No. T4247RELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
March 2010-PresentRegistered trainee, participating in all aspects of the appraisal process. Provides commercial real estate services, financial analyses, market studies, and highest and best use studies to commercial real estate owners, developers, local government officials, and financial clients.
N.C.D.O.T.
Albemarle, North Carolina
2007-2010Researched various real estate documents using MLS, GIS, Register of Deeds, etc. for information necessary in negotiation of right-of-way acquisition. Managed maintenance of state-owned properties in several counties; hired and supervised contractors, ensured county codes were met, processed related invoices.
-
Michael B. Stahnke
Registered Trainee
mbs@tbharrisjr.com
See Michael's CredentialsMr. Stahnke is a Charlotte native and Registered Trainee, responsible for gathering market data, analyzing research, and compiling reports.
EDUCATION AND CREDENTIALS
North Carolina State University
Bachelor of Arts
Appraisal Institute
General Income Approach Part I 2011
General Income Approach Part II 2011
Analyzing Operating Expenses 2011Appraiser’s Coach
The Sales Comparison Approach 2011
Durham Technical Community College
Appraisal Training Pre-licensing 2009
AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina Appraisal Board – Registered Trainee, No. T5291
North Carolina Real Estate Commission – Broker, No. 263816RELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
March 2010 – PresentRegistered trainee, participating in all aspects of the appraisal process. Provides commercial real estate services, financial analyses, market studies, and highest and best use studies to commercial real estate owners, developers, local government officials, and financial clients.
BEST Properties and Realty, Inc.
Charlotte, North Carolina
August 2009 – March 2010Property Manager, handled day to day operations and needs of commercial property tenants. Concentrated on all renovations and upfit needs of tenants and marketing of properties.
Raleigh Pro Renovations Co.
Raleigh, North Carolina
May 2003 – August 2009Provided construction and repair services to home and business owners throughout the Triangle. Specialized in commercial upfits, investor properties, and custom renovations.
APPRAISAL EXPERIENCE
A partial list of research and appraisal experience by property type or use includes:
Apartments
Land
Single-tenant retail
Strip-centers
Golf Courses
Neighborhood shopping centers
Single/Multi-tenant office
Industrial tracts and subdivision
Single/Multi-tenant industrial improved properties
Access and traffic flow study
Self-storage facility
Agricultural tracts
Single-family residential
Parking garage
Sewer line easements
Places of worship
Eminent domain – acquiring agencies
Eminent domain – property owners
Ad valorem tax appeal -
Eric N. Plummer
Registered Trainee
enp@tbharrisjr.com
See Eric's CredentialsMr. Plummer joined T.B. Harris, Jr. & Associates in 2011 as a Registered Trainee working with Mr. Berkowitz.
EDUCATION AND CREDENTIALS
North Carolina State University
Bachelor of Arts Business Management
Concentrations in Finance, 1993Central Piedmont Community College
Basic Appraisal Principles, 2010
Basic Appraisal Practices, 2010
Market Analysis & Highest and Best Use, 2010
Uniform Standards of Professional Appraisal Practice, 2010AFFILIATIONS AND ACTIVITIES
Association Memberships
North Carolina Appraisal Board – Registered Trainee, No. T5364
North Carolina Professional Appraisers Coalition
North Carolina Real Estate Commission Broker No. 271869RELATED EXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
Charlotte, North Carolina
April 2011-PresentRegistered trainee, participating in all aspects of the appraisal process. Provides commercial real estate services, financial analyses, market studies, and highest and best use studies to commercial real estate owners, developers, local government officials, and financial clients.
-
Dale French
Office Manager
dsf@tbharrisjr.com
See Dale's CredentialsDale Provides executive assistance to the President, oversees all financial obligations for T.B. Harris, Jr. & Associates, Inc., as well as its other affiliate companies. She also handles employee benefits, banking, payroll, purchasing, accounts receivable and accounts payable, and collections for the corporation.
EDUCATION
Branell Women’s College
Atlanta, GAEXPERIENCE
T.B. Harris, Jr. & Associates, Inc.
1996 – Present -
Pamela N. Gilreath
Executive Assistant
png@tbharrisjr.com
See Pam's CredentialsPam works closely with the owner and office manager to assist with a variety of projects, administrative duties and transcription. Also, works closely with appraisers to format and finalize appraisal reports. Handles all data entry to prepare for the archival process, as well as keeping records of all appraisals and project details. Responsible for all marketing initiatives such as marketing ads, brochures, news releases, as well as keeping the company website up to date.
Education & Credentials
Suny Oswego State
Oswego, NYBachelor of Arts English Writing
Experience
T.B. Harris, Jr. & Associates, Inc.
2010– Present
Charlotte, NC -
Kay S. Hoelscher
Office Assistant
ksh@tbharrisjr.com
See Kay's CredentialsKay assists with administrative dutes, including data entry, office organization, and project maintenance.
