Trusted Real Estate Advisors



Our independent “Trusted Advisors” are practitioners who are helping clients better understand the business of real estate investment and syndication.


Dustin Gold, National Marketing Manager and a Trusted Advisor to Open Source Capital, has over 40 years of real estate lending experience and fully understands the lending and syndication process.  Please call Dustin at 954-394-6655


Charles K. Werk, Financial Consultant & Entrepreneur, Investment Banking, Flint River Charles K WerkCapital, Inc., Mount Pleasant, South Carolina

As Founder, President & CEO of Flint River Capital, Inc., Charles has made investments in Banking, Transportation, Printing, Light Manufacturing, Packaging, and various Commercial and Residential Real Estate transactions with total capital formation in excess of $125 million.  To consult or schedule an appointment, please call 843-607-3775 or email  


Daniel R. Levitan, Real Estate Development Strategist, Levitan & Associates,
Daniel R LevitanFort Lauderdale, Florida

Mr. Levitan, President of Levitan & Associates, is acknowledged as one of the nation’s preeminent real estate development strategists specializing in the housing industry providing feasibility analysis, valuation determination, community positioning and optimization studies, marketing strategies and ongoing implementation assistance for properties throughout the United States, Canada and the Caribbean which have included well over 155,000 housing units in over 975 communities representing in excess of $55 Billion in sales.

To read more on Mr. Levitan Click Here.

To consult or schedule an appointment, please call 954-473-4244 or email


David B. McCain, Partner, MPKA, LLC, Coral Gables, FloridaDavid McCain

Mr. McCain is a co-founding partner of MPKA, LLC, which provides merger and acquisition services, operational consulting, debt restructuring, strategic planning, capital formation, capital sourcing and financial services advice to the homebuilding industry, real estate developers, commercial real estate investors, and mortgage lenders.  Since 2008, Mr. McCain and his partner have restructured over three billion dollars of debt and placed over 500 million dollars of investor capital into distressed real estate transactions.  Mr. McCain and his partner have negotiated over 60 merger and acquisition transactions in the homebuilding and financial services sectors, and have reviewed several billions of dollars’ worth of loan transactions.  Clients routinely recommend David with robust enthusiasm and laud David’s ability to bring tense situations to peaceful resolution.  To consult or schedule an appointment please contact David at 305-439-7051 or email


Paul M. Whalen, Managing Director, Ackman-Ziff Real Estate Group, Miami Beach, Florida.Paul Whalen

Mr. Whalen’s career began in 1980 as a research director and then administrator of IUOE Local 675’s pension fund in Fort Lauderdale, FL.  Since then he has held various positions at mortgage/commercial real estate investment banking firms, including the predecessor to HFF.  For the past 12 years preceding his joining at Ackman-Ziff, Mr. Whalen operated as an independent financial adviser at Whalen Realty Capital, which he founded.  In addition to commercial real estate banking, Mr. Whalen co-founded LienBase, a firm which acquires and services tax lien certificates nationally.

Mr. Whalen has transacted in excess of $2.5 billion in commercial real estate sales and financing.  He received his bachelor’s degree in economics from SUNY Oneonta and a master’s degree in industrial and labor relations from Cornell University.

Phone:  305-503-1107

Your confidentiality and privacy will always be respected.