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Lee Y. Wheeler, III
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Title: President and NAI Director
Specialties: Corp Services, Industrial, Land
2660 Sweetgum Lane
Beaumont, TX77703
Phone: 409-899-3300
Ext: 2
Fax: 409-899-3301
Mobile: 409-658-7817
Email: lwheeler@naifidelis.com
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Scope of Service Experience
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Corporate Services is my passion. I love to take care of corporate clients that have multiple locations and ensure all aspects of their real estate are taken care of.
I have extensive experience in industrial real estate as well as investment property.
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Education
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• State of Maryland Licensed Real Estate Agent
• State of Texas Licensed Real Estate Agent
• State of Texas Licensed Real Estate Broker
• Certified Commercial Investment Member (CCIM)
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Background & Experience
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NAI Fidelis, Beaumont, TX. 2009 – Present
Broker/Owner and President
• Set up and run daily business activities
• Hire, recruit and train all new employees, agents and associate brokers
• Provide expert consulting services to all clients
• Head up all property management and ensure landlords, tenants and vendors are kept in harmony to ensure maximum value and appreciation of all properties
• Ensure all team members are functioning as advertised and provide an environment for them to succeed and ensure every client succeeds
• Train all team members so that all clients become raving fans
• Build relationships with all regional business leaders
• Be the “rainmaker” for NAI Fidelis
The LWIII Group (KenWheel, Inc.) of Foxworth Real Estate, Beaumont, TX. 2001 - 2009
Real Estate Broker/President
Partner in Firm
• Represent owners, landlords and tenants in selling, leasing and buying commercial, industrial and investment real estate
• Provide commercial, industrial and investment real estate consulting services
• Determine a property’s competitive market price
• Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details
• Generate lists of properties for sale, their locations and descriptions, and available financing options, using many different means
• Maintain knowledge of real estate law, local economies, fair housing laws, and types of available mortgages, financing options and government programs, to include SBA loans
• Check work completed by other professionals to ensure that it is performed properly
• Arrange for financing of property purchases
• Manage property improvements and construction
Foxworth Real Estate Company, Beaumont, TX. 1999 - 2001
Real Estate Agent
• Assisted with all aspects of real estate sales, leasing and property management
• Negotiated contracts and leases
• Showed property to customers, clients and brokers.
• Created, printed and assembled marketing materials
• Organized staging of properties
• Managed commercial, industrial and investment real estate
• Coordinated property closings
W.J. Fitzgerald & Company REALTORS® and Auctioneers, Leonardtown, MD. 1997 – 1999
Real Estate Agent
• Assisted with all aspects of real estate sales, leasing and property management
• Negotiated contracts and leases
• Showed property to customers, clients and brokers
• Created, printed and assembled marketing materials
• Assisted with all aspects of Auctioning real estate and the marketing of such
United States Marine Corps, multiple locations around the world 1989 – 1999
Marine
• Attained the rank of Staff Sergeant (E-6)
• Numerous personal awards to include Marine of the Year, (2) Navy/Marine Corps Achievement Medal, Combat Action Ribbon and (3) Marine Good Conduct Medal
• Four different combat tours: Haiti, Bosnia, Somalia and the Persian Gulf War
• Served as aircrew and maintenance on CH-53E helicopters
• Represented the Marine Corps interest in the Research and Development of the V-22 Osprey aircraft, working closely with Bell Helicopter and Boeing
• Honorable Discharge
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Professional Affiliations & Designations
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• Founded and chaired the Commercial/Industrial Committee of the Beaumont Board of REALTORS®
• Served as Treasurer on the DuPont Goodrich Federal Credit Union Board of Directors for 6 years
• Served on the Board of Advisers for the Lamar University Small Business Development Center
• Currently serve on the Advisory Board for the Lamar Institute of Technology Environmental Learning and Research Center
• Numerous financial courses through different Credit Union Organizations
• Numerous professional real estate courses
• Extensive training in net working through Business Networkers International, BNI®
Community Involvement
• Big Brothers/Big Sisters of Southern Maryland
• Donate a percentage of all NAI Fidelis income to the Intrepid Fallen Heroes Fund
• Active member of the Beaumont Chamber of Commerce
• Active member of the Better Business Bureau
• Active member of Calvary Baptist Church in Beaumont, TX.
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Significant Transactions
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Represented multiple partners in the sale of several multi-million dollar apartment complexes
Multiple sites selection work for Chase Bank
Arranged Build to suite for Hydro-Tex, Inc. worth $1.8MM
Sold multiple former automobile dealerships for SETX Classic
Provide corporate services for multiple regional and local companies in SETX
Cut Sutherlands property tax values in half by providing consulting services |