Partner – Real Estate Development and Construction
“A calm, seasoned, steady hand at the financial helm of development and construction projects.”
Bill has more than 30 years of professional experience in industry sectors in real estate development, construction, manufacturing and commercial, residential and industrial real estate transactions and management. He develops and maintains relationships with owners, investors, lenders, CPAs, lawyers and other critical advisors. As a process design and implementation expert, he has the courage to expose hard truths and craft effective solutions.
He grew up in Falls Church, Virginia and studied electrical engineering at Virginia Tech. During the Vietnam conflict, Bill served in the Navy working aboard ballistic missile submarines. He holds a Bachelor’s Degree in Business from the University of South Carolina, a Master of Business Administration from the University of Phoenix and a law degree from Golden Gate University, where he was elected president of the Phi Alpha Delta law fraternity.
In law school, Bill wrote his thesis about how securities laws apply to real estate transactions in California, igniting his keen interest to bring together the two latent areas of business and real estate. His thesis led to his first job with a real estate development company. Later, Bill joined several colleagues and formed a development company that conceived and obtained approvals for Hiddenbrooke, a large residential community and championship golf course in Vallejo, California. After selling his interest to his partners, Bill turned to building a successful law firm, handling real estate and construction transactions and litigation. He honed his skills as both advocate and arbitrator and set legal precedent in the U.S. federal court system in a case involving a commercial real estate transaction.
Armed with a background in construction, business finance and real estate development, Bill returned to school to obtain a Master of Business Administration in accounting. While in business school, he formed and became CEO of a residential remodeling company, turning it profitable the first year and doubling in the second. His keen interest in corporate finance and accounting led him to spend the next 14 years handling the responsibilities of corporate controller and chief financial officer for various private companies in the construction and real estate development industries.
Bill expanded into consulting, specializing in accounting, finance and operations advisory services for construction trades and real estate developers in the San Francisco Bay Area. He understands the strategies involved in financing and managing both simple and complex projects. He thrives in environments where his calm and methodical demeanor, often juxtaposed against chaotic and high pressure situations, achieves effective and lasting results.
The Issue – Fall 2017 Bill Klein discusses the current housing market in the San Francisco Bay Area and why there is a persistent housing crisis.
1031 Exchanges – Will sound tax policy save them from extinction? May 9, 2017