Karen
Lee Bertiger
CDPE, CRB, CRS, e-PRO Certified, GRI
FLORIDA LIC. REAL ESTATE BROKER
ARIZONA LIC. REAL ESTATE BROKER
INVESTMENT/INCOME REAL ESTATE
SPECIALIST
Florida License Registered Branch
Office:
901 SW Martin Downs Blvd, Ste 304A
Palm City, FL 34990
PLEASE DIRECT ALL FLORIDA BROKER
MAIL TO:
Florida Branch Office Mailing Address:
PO Box 2449
Palm City, FL 34991-2449
AZ Office Mailing Address:
PO Box 1747
Barrington, IL 60011-1747
We Do Not Currently Have an Office
Location in Arizona
Investment Real Estate Brokerage & Asset
Management (Not Property Mgmt)
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©2003-2011 Karen Lee Bertiger.
ALL RIGHTS RESERVED WORLDWIDE.
Privacy Policy
This web & its information is a
service to Karen Lee Bertiger's prospects, customers and clients. While designed
to provide accurate and authoritative information, it is not meant as a
substitute for your own CPA, professional tax advisor, or attorney. Investment
real estate tax planning depends on your individual facts and circumstances. You
should always consult with your own tax advisor to determine if the ideas and
techniques discussed here apply to your situation. It is
offered with the understanding that Karen Lee Bertiger is not engaged in
rendering legal, tax or accounting service. If legal advice or other
expert tax or accounting assistance is required, the opinion or the services of
a competent professional person in those disciplines should be sought. The
information contained in this web is offered in good faith, developed from
sources deemed to be reliable, and believed to be accurate when prepared, but is
offered without warranty, express or implied, as to its merchantability, fitness
for a particular purpose, or any other matter. Karen Lee Bertiger disclaims all
responsibility for any loss or damage arising from reliance on such information
by any party.
Karen Lee Bertiger's Resume & Professional
Affiliations
Experience:
My background before entering the real estate
business includes working for the State of Arizona Attorney General's Office
during the 1970s.
Initially licensed in real estate in Arizona in early 1983, I acquired my Arizona broker's license in 1987 while with Realty Executives.
After leaving Realty Executives, I opened Golden Desert Capital Corp. in July, 1989.
I am no longer
designated broker of Golden Desert Capital Corp. In 2003 I acquired my Florida real
estate broker's license. My REALTOR®
designations include CRB (Certified Real Estate Brokerage Manager), CRS (Certified
Residential Specialist), e-PRO (e-PRO Certified Internet Professional -
less than 1% of more than one million REALTORS® are certified internet real
estate professionals), and
GRI (Graduate of the REALTORS® Institute) and I also hold the
CDPE (Certified Distrssed Property Expert) certification. It is doubtful
that any one person could be called an "expert" in the real estate industry
these days even with my experience. I thought I had seen just about everything,
but we live in challenging times these days.
While I still lived in Arizona, I served on the Arizona Association of REALTORS® Legislative Committee for many years, including service as Vice-Chairperson & ultimately Chairperson. The Arizona Association of REALTORS® is Arizona's largest trade association, & the legislative committee is the Association's lobbying arm. Closer to my former home in the Pinnacle Peak area of Scottsdale, at the Scottsdale Area Association of REALTORS®, I served on the Grievance Committee for many years, including service as Chairperson. The Grievance Committee referred alleged violations of the REALTOR® Code of Ethics to the Professional Standards Committee for hearings. Scottsdale's Association now refers professional standards enforcement actions to the state association.
I also taught Real Estate Contract Law
(Procuring Cause) for Arizona license renewal credit hours at Southwestern
School of Real Estate. In addition, I was part owner of a licensed General
Commercial and Residential Contractor in the state of Arizona. In the late '80s
I was an NASD (National Association of Securities Dealers) Registered Principal
for Real Estate Securities. I
voluntarily resigned her NASD membership in the late '80s after a severe auto
accident forced me to cut back on my activities. (Congress also helped make
that decision by changing the tax laws.) Arizona law does not currently require a
real estate broker to register as an investment advisor, as long as the
investment advice rendered is restricted to Arizona real estate issues (See A.R.S. §44-3101(5)(f).)
This is changing by the day. I also completed the City of Phoenix "Crime Free" Multi-Housing Program.
It is doubtful that there is any area which is crime free; however, the program
highlights legal ways to make a multi-family environment as safe as possible for
the residents.
Looking forward, I am currently expanding my investment real estate investment brokerage practice in Florida (along the Space, Internet and Treasure Coasts) in order to serve
customers & clients who are expanding
or liquidating their real estate holdings. I am currently assisting
entrepreneurial & institutional clients from all corners of the country with
investing, positioning, rehabbing, improving & building their investment
property portfolios in Arizona and Florida, as their real estate
investment-income & brokerage professional. (Having moved to the Palm
Beach/Treasure Coast area in August, 2004, I've been through more hurricanes -
three - than many long time residents of this part of Florida. It is quite a
challenge to whittle down a to-do list that appears to have an infinite life of
its own. The follow-up is the most brutal I have been through in more than 30
years as a real estate investor.)
My biography is included in several "Who's Who" publications, including Who's
Who in Arizona 1989-1990, Marquis' Who's Who of American Women 1989-1990,
Marquis' Who's Who of Emerging Leaders in America 1993-1994, & Marquis' Who's Who in the West 1998-1999.
Call my direct
numbers (AZ) 480-620-8046, (FL) 772-631-1605 to add
me to your team of professionals.
MEMBERSHIP AFFILIATIONS:
REALTORS® Commercial Alliance - Palm Beach
County, Florida
REALTORS® Association of the Palm Beaches, Florida
Florida Association of REALTORS®
National Association of REALTORS®
Distressed Property Institute (CDPE)
Council of Real Estate Brokerage Managers (CRB)
Council of Residential Specialists (CRS)
Real Estate Buyer's Agent Council (REBAC)
Personal Highlights:
Involved in
community service in Arizona for more than 2 decades, some highlights of my Arizona community service are included
here. I served as a member of the City of
Scottsdale's Visioning process in the early '90s as well as co-founder of the
McDowell Sonoran Land Trust (incorporated as a 501(c)(3) public charity non-profit McDowell Sonoran
Land Conservancy in Arizona) with community activist Jane Rau. Jane was inducted
into the Scottsdale History Hall of Fame as an honoree in 2004!
Pete Chasar was the third
member of the Trust's initial Board of Directors.
Fred Davidson is
MSLT's legal counsel. As the Trust's initial Treasurer, I applied for & received the Trust's Public Charity
status from the Internal Revenue Service, United States Treasury Department. A very dedicated, focused group of wonderful people got
the MSLT going & that example & effort (in my opinion) remains today - a powerhouse example of what a local
community can do when its citizens work together. It was an honor to be a part
of such a wonderful group of people. Although I resigned from all affiliations
with the MSLT after the Board of Directors voted to get the City of Scottsdale
involved because I thought it would appear as a conflict of interest & adversely impact the Trust's public charity
status, my difference of opinion with the Board of Directors (I wanted the Trust
to acquire private lands during the State's real estate crash during the early
90s & was willing to use my business skills to acquire land & promote fund
raising) caused my decision to resign from the organization I co-founded to
avoid any appearance of a conflict of interest. In addition, I believed that
there would be several conflicts of interest between the Board of Directors &
the City of Scottsdale after the Board's vote, which effectively changed the
Trust's tax status away from being primarily an educational & land acquisition
project to preserve the unique Sonoran desert
environment. In hindsight, that decision was correct as there are several
conflicts that have resulted in unnecessary legal action between the City of
Scottsdale, the State of Arizona & various private landowners. Today, instead of a 100% tax deductible charitable donation the IRS
website states that only 50% of any donations are tax deductible. This has been a
major disappointment for me, as I believe the Board of Directors was manipulated
into actions benefiting the development community, instead of all the citizens
of the City. Please visit the MSLT's web site & learn about how many thousands of
Valley residents made the McDowell Sonoran Preserve a reality for the community.
Learn more about the McDowell Sonoran Land
Conservancy by clicking
here. My land
acquisition plan for the MSLT became the blueprint for the McDowell Sonoran
Preserve land acquisition by the
City of Scottsdale. You can also read about
how the Phoenix Mountain Preserves became a reality due in part to the
leadership of Senator Barry Goldwater in the Goldwater
Institute's Report (Preserving Open Space: The Private Alternative.)
In the early '80s I was a member of a group that contributed its time & vision to the Boys & Girls
Club's Wine Tasting Fundraisers (it was just the Boy's Club then.) Learn more
about this youth service organization by clicking
here. When my children were
small, I also served as a Girl Scout Troop Leader, PTO volunteer &
later as an art/music scholarship fundraiser while they were in high school. My husband Bary
(yes it's spelled with one "r") & I have four adult children - although we
consider all of them "ours" - Bary's are
Karen A. Bertiger Driggers & Jeffrey Bertiger.
Mine are Jennifer Hibbard & Christie Kinchen who
followed their mother into the real estate business in Arizona. Visit them at
www.therealestatetwins.com or
www.twinsandcorealty.com
It is now my professional policy to
decline to participate in any public or charitable efforts, as the majority of my
time is required for business interests. Too many people try to use public
involvement with charities or politics for their own personal benefit, rather than the best
interests of the people they are in many instances just pretending to serve for
a coveted photo-op & PR event.
NOTE: If you "Google" me, you will notice
some of the entries concern
Iridium.
(See also
Wired News about Iridium.)To set the record straight, I
didn't make it to Green Turtle Cay in the Bahamas (I had never been to the Bahamas until 2006) because I refused to
go if I couldn't have telephone access ("mom issues" as my kids would say.)
We were planning the trip to Green Turtle Cay before we were married & the trip was
supposed to be our honeymoon in late 1985.
(There are several erroneous reports saying it was 1987 or later, however, the
originally planned trip was being made BEFORE we were married and was to be our
HONEYMOON.) We didn't go on a honeymoon. I can be an impatient
Type-A personality at times, so it made no sense to me why a small global cell
phone hadn't been made before. Stupid little cell phone towers on earth were the
problem (and they're ugly too), yet my husband-to-be at the time had patented
the communications system in the Voyager spacecraft while working at Motorola. Bary
set about trying to convince me that it couldn't be done because cell phone
towers can't be placed everywhere coverage might be needed (as well as trying to
convince me that I should still go to Green Turtle Cay), but I'm tenacious
and kept trying to convince him that it was something that needed to be done (I
had my own
reasons.) It was extremely important to me, which
probably has a lot to do with my upbringing as the
daughter of a World War II Marine Veteran. So regardless of what you
might read or mis-read & misunderstand from anything you see on the internet, I was the type of kid you'd find outdoors
in the woods or the water. I was sure that it could be done and that my future
husband could do it. He's very
smart. If you can bring communications back from space, you can make a phone
that will let anybody make a call from anywhere on earth I told him. Thank God that Robert Galvin, the
then-Chairman of Motorola, Inc. found the idea intriguing when Bary presented it
a couple of years later. Christopher Galvin continued that tradition.
The question I asked Bary, my husband-to-be was, "If you are such a smart guy why can
you patent the communications system used in the Voyager spacecraft and bring
back astronauts' voices from the moon, while people still can't make a cellular phone
call from anywhere on earth?" Moral of the story -- it's all in how you
formulate the question. It's too difficult to negotiate with engineers. If you
want results, ask an engineer why they can't do something -- they'll try to prove they CAN do it -- which the entire Motorola and Iridium
teams DID! They just didn't have the words "WE CAN'T" in their vocabulary!