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ManagementJohn Baczewski, presidentJohn Baczewski, CPA, is president of Real Estate Fiduciary Services, LLC (REFS), which provides independent and co-fiduciary services to institutional and individual investors, including the development, implementation and monitoring of real estate investment strategies aligned with overall asset allocation and investment objectives. Baczewski has more than 20 years of experience in institutional real estate investment, finance, management and monitoring, along with 10 years of Big Four public accounting experience. Baczewski's breadth and depth of institutional real estate experience includes investment strategy development, portfolio and asset management, due diligence and transaction management, operational reviews, accounting, performance measurement, client service and capital formation. At REFS, which he founded in 2005, his responsibilities include investment, portfolio, asset and transaction management. Baczewski has led clients through real estate strategy development, portfolio analysis and review, independent fiduciary assignments, transaction due diligence, manager and vehicle selection and performance measurement analysis. He has also performed operational audits of real estate investment and management organizations. Additionally, he served as technical project manager for the 2003 Real Estate Information Standards. Since 1999, Baczewski has been an independent consultant serving the institutional real estate industry. Additional positions have included: chief financial officer of Pyramid Hotel Group; senior manager for PricewaterhouseCoopers’ Pension Real Estate Consulting Group; and managing director of business development for AMRESCO Advisors, where he was a member of the firm’s Management and Investment Committees. Baczewski also held a series of real estate consulting and portfolio management positions with the Frank Russell Company, Russell Fiduciary Services Company and AEW Capital Management. Baczewski serves as a director of Benchmark Strategic Services, an independent research and strategic consulting firm serving the commercial/multifamily real estate industry. Benchmark provides strategic consulting utilizing applied research that adds measurable value to client businesses by generating better data to improve decision-making. Baczewski is a former member of the Merrimack College Investment Committee, which manages the school’s endowment; serves on the Advisory Board of the Girard School of International Business; and actively participates in several professional associations, including the National Council of Real Estate Investment Fiduciaries (former board member), Pension Real Estate Association (chair of Reporting and Valuation Committee), American Institute of Certified Public Accountants (AICPA), CFA Institute, the Boston Security Analysts Society, and the Massachusetts Society of CPAs. Baczewski is a fellow of the Homer Hoyt Institute, which comprises a group of industry leaders who lend their expertise to the Weimer School of Advanced Studies in Real Estate and Land Economics. A graduate of Merrimack College, Baczewski received a Bachelor of Science degree in business administration and has published several articles and delivered lectures on pension real estate issues. He is a Certified Public Accountant, licensed in Massachusetts and New Hampshire. |
