A BOUTIQUE FINANCIAL
SOLUTIONS GROUP
Specializing solely in Real Estate backed Advisory Services and solutions!
Time is precious and your time is valued!
OUR PRACTICE
AREAS & SOLUTIONS
Our How to your Why!
Zenith Financial Solutions (ZFS) recognizes that there are complementary and sometimes limiting requirements in every effort to create sustainable and valued outcomes. Whether your requirements are short term, mid-term or long term, our Real Estate Advisory Services address these requirements in detailed consultation with each Client as the baseline for our solutions process.
Whether your objectives lead to the acquisition of real estate related assets or the monetization/sale of your valued real estate holdings, your committed ZFS team will provide exceptional service to address your financial goals...your Why.
ZFS employs a holistic client guided approach as the foundation to wealth creation utilizing Real Estate Backed Assets...our How.
Central to our ZFS offering we identify your specific requirements by first listening to your needs and goals. This provides your dedicated ZFS team the insight and understanding to provide tailor made real estate solutions for your near term as well as long term financial objectives.
Some of the most popular Real Estate Advisory Service solutions are:
1) Real Estate Portfolio Acquisition and Management (PAM).
2) Real Estate Asset Monetization and Reinvestment of available funds (AMR).
3) Identification and structuring the utilization of Note Backed Real Estate opportunities.
4) Identification of existing Real Estate secured Notes for purchase (creation of passive income) and sale (monetization of non-liquid real estate related assets).
5) Opportunities for seasoned Real Estate Investors to become astute real estate backed Private Money Lenders.
Real Estate Portfolio Acquisition and Management (PAM)
ZFS provides Real Estate Advisory Services through our detailed client driven goals assessment process. The resulting tailor-made service offerings are intended to fulfill the needs of your real estate legacy income and real estate wealth building goals. Again, the baseline core focus is to listen carefully to your Why.
The ZFS leadership team would ask for your brief forbearance as we make every effort to clarify our use of two key terms in our ZFS PAM offering.
They are: Turn Key Providers and Holistic.
First Turn Key Providers (TKPs) are professional real estate management firms that specialize solely on acquiring and renovating residential rental properties combined with expert property management services for acquisition by investors such as yourselves.
Next Holistic as defined by the Oxford English Dictionary states – Adjective: Characterized by the belief that the parts of something are intimately interconnected and explicable only by reference to the whole.
We fully recognize that the term Holistic has been traditionally utilized in the human health fields and essentially missing from Real Estate Advisory Services. We feel it applies precisely to our efforts to ensure the stability and growth of our client family.
Our holistic client driven approach has several interrelated components as mentioned above in points 1 through 5. We believe that a critically important element of ones considered alternatives would include, within our PAM offering, a precise understanding of how the right Turn Key Providers (TKPs) can add exceptional returns and significant stability to your desired real estate focused outcomes.
Within our PAM offering our selected TKPs allow investors to acquire seamlessly managed real estate assets for passive income and capital gains. Our TKPs are recognized among the most experienced and professional in the country. This is but one example of the kinds of PAM solutions that significantly contributes to our baseline commitment of achieving your objectives...our How!
Our PAM offering is our invitation for you, if interested, please contact us for an exploratory conversation or request our introductory white paper -
The ZFS choice for Optimizing Passive Income Investing.
AMR - Asset Monetization and Reinvestment strategies
We value of your communicated goals as they reflect your desire to put your capital to work in real estate.
The ZFS management family will provide Real Estate Advisory Services as a suite of flexible, strategic execution strategies and solutions for your wealth creation and legacy needs, as always guided by your input.
ZFS assists our clients with real estate assets that may seem non-liquid due to such factors as: property in need of significant repair, probate issues, divorce situations, being “upside down” (i.e. current market value less than the amount owed) and numerous other challenging situations in order to create or restore the value of these assets in a fair, timely and transparent manner.
Identify and Structure Real Estate Backed Notes
For Clients that have previously offered seller-backed financing to buyers of their property in exchange for a Note (thus becoming a Note Holder) and now wish to monetize such seemingly non-liquid real estate backed Notes, ZFS offers a variety of solutions tailored to the needs of our clients.
The key Client benefits for liquidity purposes are as follows:
-
Fast pay outs (cash or otherwise).
-
Simplified review and payout processes with little paperwork and no unnecessary delays.
-
Transparent sales price calculations.
-
Flexible solutions for the sale of the Note that allows for either the entire note or a portion thereof to be monetized depending solely on your requirements.
-
Resolution solutions for under-performing or delinquent notes and/or forecasted under-performing or delinquent Notes.
Please contact us for a copy of our detailed Overview for Note Sellers.
Identify Existing Real Estate Notes for Passive Income
One of our solutions is the ZFS real estate-backed
Note Acquisition Services (NAS) offering that utilizes
specifically structured NOTES as a key to this wealth building program.
Zenith will identify, structure and facilitate vetted, safe and valued Real Estate Backed NOTES for acquisition above traditional current market rates (i.e. unpredictable Stock Market returns, Mutual Funds, Bank CDs and Government Bonds).
The key Client benefits are as follows:
-
Fully collateralized investments backed by mortgages on vetted real estate (the “Collateral”).
-
Aggressive yields on very safe Notes (backed by the real estate as the Collateral).
-
Transparent purchase price and yield calculations.
-
Liquidity since the Notes can be resold by the Buyer and can also be used as collateral for interim cash flow needs (as mentioned below).
-
Exchange and collateral usage possibilities since the Notes can be exchanged for other assets (e.g. real estate) or used as collateral for loans.
-
Flexible solutions for the Buyer of the Note that allows for either the entire note or a portion of the note to be restructured or resold depending solely on your requirements.
-
Resolution solutions for under-performing or delinquent notes and/or forecasted under-performing or delinquent Notes.
-
Easy entry/access to the Real Estate related investing arena without all of headaches of property acquisition and the related maintenance and/or renter issues.
-
Minimal acquisition costs and no holding costs since the purchase involves an exchange of two pieces of “Paper” (i.e. the Note and the related Mortgage).
Please contact us for a copy of our detailed Overview for Note Buyers.
Private Money Lender opportunities for Real Estate backed assets
The ZFS Team would like to invite you to review proven real estate investment methods that can give you greater secured returns and control over your capital, allowing it to potentially grow at two to five times your current rate of return. Does this sound too good to be true? Well, the truth is, it is not.
Many seasoned Investors become astute Private Lenders for real estate backed opportunities who currently enjoy these rates of return with minimum risk. Experienced real estate Lenders have been utilizing this strategy for years. In fact, there have been entire companies built around this strategy. These are very safe investments that produce high rates of return while at the same time provide a higher level of security and liquidity.
Even though ZFS will not be acting as your real estate agent, broker or as financial adviser we are your trusted partner in building the real estate solutions that best fit your requirements.
We look forward to exceeding your expectations in responding to your interest.
OUR MISSION
Service...
Our mission as a Real Estate Investment and Solutions Advisory Firm is to help individuals and organizations build better communities through utilizing our knowledge and experience of delivering flexible, profitable, sustainable and mutually beneficial client-centric solutions. We treat our clients, partners and team members with respect at all times by combining our genuine desire to be of service with our enthusiasm for real estate. At Zenith we seek to work tirelessly with sellers, buyers and lenders who share an enduring commitment to collaboration and shared success. Our motto is and will always be, “Where there’s a will, there’s a way - and failure is merely lack of effort and understanding.”
Our team is dedicated to continuous education and professional development that will ensure that
Zenith Financial Solutions embodies our core PIKE values of:
Professionalism Integrity Knowledge Efficiency
John Donnell founded Zenith Financial Solutions on our commitment to be of service to our families and our communities. If you are searching for clarity, results and building a long term partnership built on trust...join us.
YOUR TIME IS PRECIOUS AND WE VALUE YOUR TIME.
OUR LEADERSHIP TEAM
JOHN S. DONNELL
MANAGING DIRECTOR
Tel: 860-810-3078
JOSEPH F. JACKSON
MD, OPERATIONS
Tel: 317-835-6406
Leadership Bios
John S. Donnell, Managing Director
John is an established international financial expert with significant investment banking
leadership experience at senior management levels in Barclays Bank, Citigroup, HSBC Bank
(USA) and Lehman Brothers. He has also held numerous senior management positions with small and midrange companies and technology-based start-up companies. John recently founded
Zenith Properties as a national real estate redevelopment company (as a Fortune Builders
Mastery member) based on his previous numerous experiences delivering excellent
financial results, risk management and team building skills, systems design and development
as a proven international business leader for over 45 years.
As a senior executive in the international capital markets for 19 years, John spent the majority of
his career leading and driving business and revenue growth at large international
investment banks including Citigroup in New York for 12 years and Barclays Bank in London
for 5 years.
John’s banking experience includes C-level responsibility as the President and Chief Operating
Officer of Citigroup’s original investment banking subsidiary (CSMI), as a Managing Director
with Barclays UK investment bank (BZW), as a Managing Director with HSBC, as the Treasurer
of various subsidiaries of Citigroup and Barclays Bank, and as the head of several trading
and arbitrage groups.
John also has 20 plus years of experience in developing early stage companies in the telecommunications, e-commerce and multinational business development sectors and
as an international business consultant. Donnell Consulting Group provides US
companies with consulting services across a wide range of business sectors including
finance, telecommunications, business development and specialized business structures.
John began his career with Arthur Andersen in Manhattan following graduation from the
University of Connecticut with a BS in Accounting and subsequently achieved an MBA
in Finance from NYU’s Stern School of Business.
His international business experiences include having lived and worked in London for 10 years
and in Paris for 8 years and having traveled extensively for business both before and after
living abroad.
Joseph F. Jackson, Managing Director, Operations
Joe has the valued experience of 40 plus years committed to successfully understanding the needs
of entrepreneurs in start-ups and organizations large and small. These lessons have included
helping to assess disruptive ideas and also applying the principles that support the building
of sustainable, successful, team driven enterprises. As a respected business strategist, business
founder and business development professional with in-depth domestic and selected international experience Joe has consulted across a broad range of industries. Specializing in working with visionary entrepreneurs for many years, the lessons learned and shared have been invaluable personally and to those Joe has been fortunate to have worked with and learned from.
Returning to Penn State University in State College PA in 87' Joe completed an honors BFA.
Joe enjoyed a multi-year professional football career, after four years at Penn State University
71’-75’, being drafted in 75' by the Miami Dolphins and finishing his athletic career in 77' 78' season with the Philadelphia Eagles . In 1978 Joe was invited to work closely with and be mentored by the founder of US Electric Car, the first viable Electric Car Company in the USA. During the late 70’s and 80’s Joe worked with and was mentored by technology innovators such as Steve Cudlitz who along with Dr. Draper formed Draper Laboratories, MIT’s ground breaking research and development group. OMB Inc. was founded in 1991 where Joe as partner and founder was responsible for successfully developing new services solutions into traditional business development practices. The focus of this “change agent” consultancy was to provide a new framework for “as needed” services such as IT, marketing, sales, administrative, financial, customer/product development and support for a wide range of select SMBs.
In 2002 the opportunity to directly work with special needs adults and young people in the UK and
Germany through a global initiative Camphill (see www.camphill.org) provided Joe with an
important path forward. Joe worked as an Instructor in a variety of creative workshops and as a
full time care giver responsible for all aspects of the shared life of volunteers and
community members. Working with special needs adults and young people in incredible
community settings to embrace a lifelong commitment to education provided Joe profound lessons in learning, teaching, sharing, humility, commitment and community. This experience has been central to growing and sustaining his commitment to the sanctity of the individual.
Returning to Chicago in 2007 Joe felt that it was critical to find a way to continue to be active and of service. Initially invited to work with prior colleagues in a leading edge Cisco end to end Unified
Communications Company based in Chicago as a Sales and Business Development specialist.
The desire to make a contribution to those in need was found in an opportune meeting with the
founder of WBS LLC in 2008. An innovative mobile technology driven idea was developed that would be the basis of a new technology paradigm in urban underserved Public, Charter and Magnet schools and school districts nationwide. A safe, 24/7 monitored, affordable, flexible and managed technology driven WiFi solution called One Aircard One Dream Program (O2P) was developed.
This platform would provide a path to significantly advance the capacity of the individual in
their understanding and embrace of the skills required for a fast approaching future. A future where a core ability in technology skills will help to develop the social and work requirements facing our urban students, educators and our shared communities most at risk. As architect and team leader Joe successfully developed, designed, vetted and launched O2P as a national program.
Joe is currently COO of Zenith Properties, a Founding Partner in Zenith Financial Solutions and Founder CEO of Jackson Consulting Group (JCG) formally JCI. JCG is a small consultancy which continues to focus on working with special needs individuals providing Life Skills Tutoring (individuals and groups) and Conflict Resolution Facilitation services. We continue to work with visionary entrepreneurs who are committed to bringing disruptive ideas to market in a socially responsible way.
CONTACT
ZENITH
FINANCIAL
SOLUTIONS
OUR ADDRESS
For any questions of interest and inquiries, please fill in the following contact form:
