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CRE leads: enrich master with 9 direct-dial/email contacts + resolve 4 flagged names + outreach drafts

e288be3d796808a017d4e4fd03da696cd9117e4c · 2026-08-07 16:14:22 -0700 · Steve Abrams

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commit e288be3d796808a017d4e4fd03da696cd9117e4c
Author: Steve Abrams <steve@designerwallcoverings.com>
Date:   Fri Aug 7 16:14:22 2026 -0700

    CRE leads: enrich master with 9 direct-dial/email contacts + resolve 4 flagged names + outreach drafts
---
 .../cre-marketing-execs-MASTER.csv                 | 70 +++++++++++-----------
 data/marketing-exec-leads/outreach-drafts.md       | 42 +++++++++++++
 2 files changed, 78 insertions(+), 34 deletions(-)

diff --git a/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv b/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
index 4a88737..a9cde9c 100644
--- a/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
+++ b/data/marketing-exec-leads/cre-marketing-execs-MASTER.csv
@@ -1,34 +1,36 @@
-Firm,Contact Name,Title,Phone,Email,LinkedIn,Confidence,Firm Website,Source,Notes
-CBRE,Benji Baer,Chief Marketing Officer,(214) 979-6100,,https://www.linkedin.com/in/benji-baer-5472a55/,high,cbre.com,cbre.com/people/benji-baer,Phone = Dallas global HQ main
-JLL,Siddharth Taparia,Global Chief Marketing Officer,(312) 782-5800,,https://www.linkedin.com/in/siddharth31/,high,jll.com,jll.com newsroom,Phone = Chicago HQ main
-JLL,Jill Kouri,"Chief Marketing Officer, Americas",(312) 782-5800,,,medium,jll.com,rejournals.com,Americas CMO
-JLL,Mencia Barreiros,Head of Communications,(312) 782-5800,,,medium,jll.com,jll.com newsroom,Reports to Taparia
-Cushman & Wakefield,Adrienne Fasano,Chief Marketing Officer,(312) 470-1800,,,medium,cushmanwakefield.com,rejournals.com,Phone = Chicago HQ main; Brad Kreiger (ex-CMO) now Co-CEO Americas
-Colliers,Rebecca (Becky) Finley,"Chief Brand & People Officer, Global",(416) 960-9500,,,high,colliers.com,corporate.colliers.com/leadership,Phone = Toronto HQ main
-Colliers,Cassius Taylor-Smith,"Chief Marketing Officer, EMEA",(416) 960-9500,,,medium,colliers.com,theorg.com,Regional CMO
-Newmark,Angie Leccese,Chief Marketing Officer,(212) 372-2000,,,high,nmrk.com,nmrk.com press release,Phone = NY HQ main
-Newmark,Karen Laureano-Rikardsen,Chief Communications Officer,(212) 372-2000,,,medium,nmrk.com,theorg.com,
-Marcus & Millichap,Andrew Strockis,SVP & Chief Marketing Officer,(818) 212-2250,,,high,marcusmillichap.com,marcusmillichap.com/leadership,Phone = Calabasas HQ; also covers IPA
-Kidder Mathews,Christina Twidale,SVP Corporate Marketing & Communications,(206) 296-9600,,,high,kidder.com,kidder.com/professionals/twidale-christina,Phone = Seattle HQ; leads 80 mktg staff
-Kidder Mathews,Shayna Leonardsen,VP Corporate Marketing,(206) 296-9600,,https://www.linkedin.com/in/shayna-leonardsen-34506611/,medium,kidder.com,linkedin,
-Avison Young,Molly Kelly,"Principal, Global Chief Marketing & Communications Officer",(312) 957-7600,,,high,avisonyoung.com,avisonyoung.us/w/molly-kelly,Phone = Chicago HQ main
-Matthews Real Estate Investment Services,Lori Valencia,VP of Marketing,(866) 889-0550,,,medium,matthews.com,matthews.com/executive-leadership,Phone = Nashville HQ; no CMO title
-Berkadia,David Hunt,SVP Marketing,(215) 328-3200,,,medium,berkadia.com,berkadia.com/people,Phone = Ambler PA HQ main
-Walker & Dunlop,Carol McNerney,EVP & Chief Marketing Officer,(301) 215-5500,,,high,walkerdunlop.com,walkerdunlop.com/about/people/carol-mcnerney,Phone = Bethesda HQ main
-Northmarq,JoAnn Neau,Chief Marketing Officer,(952) 356-0100,,,high,northmarq.com,northmarq.com insights,Phone = Minneapolis HQ; first-ever CMO
-Eastdil Secured,Marcin Pokorski,Chief Marketing Officer,(212) 315-7200,,,medium,eastdilsecured.com,theorg.com,Phone = NY HQ; Mischae Whorley also listed as CMO - verify current
-NAI Capital,J.C. Casillas,"Managing Director, Research, Marketing & Communications",(818) 905-2400,,https://www.linkedin.com/in/j-c-casillas-5b6a44107/,high,naicapital.com,commercialsearch.com,Phone = Encino HQ; SoCal - strong RENTV fit
-DAUM Commercial,Jennifer Borrayo,Director of Marketing,(213) 626-9101,,,medium,daumcommercial.com,daumcommercial.com,Phone = LA HQ; SoCal
-Coldwell Banker Commercial,Brandon Newman,VP of Marketing (CB & CB Commercial),(503) 587-4777,,,medium,cbcworldwide.com,blog.coldwellbanker.com,Phone = CBC global HQ; oversees residential + commercial
-SRS Real Estate Partners,Sarah Nelson,Chief Marketing Officer,(949) 698-1115,,,high,srsre.com,srsre.com/people/sarah-nelson,Dallas HQ CMO; phone = Newport Beach office
-Stream Realty Partners,Susan Bloomfield,Chief Marketing Officer,(214) 267-0400,,https://www.linkedin.com/in/sbloomfield/,high,streamrealty.com,streamrealty.com/team/susan-bloomfield,Phone = Greater LA office
-Faris Lee Investments,Jay Johansson,Director of Marketing,,marketing@farislee.com,,high,farislee.com,farislee.com/team,Dept email; direct phone via farislee.com/contact
-Pegasus Investments,Bahram Fattahinia,Director of Marketing,(310) 691-1350,info@pegasusinvestments.com,,high,pegasusinvestments.com,pegasusinvestments.com/team,LA boutique retail-CRE
-Hanley Investment Group,Heidi Mayeda,Marketing Manager (leads dept),(949) 585-7677,,,high,hanleyinvestmentgroup.com,hanleyinvestmentgroup.com/team/heidi-mayeda,Newport Beach retail-CRE
-Peak Commercial,Susan Navarro,Marketing Manager,(818) 466-6434,info@peakcommercial.com,,high,peakcommercial.com,peakcommercial.com/about,Woodland Hills
-Morgan Skenderian Investment RE Group,(marketing manager - name TBD),Marketing Manager,(949) 251-8800,kem@morganskenderian.com,,low,morganskenderian.com,rocketreach,NEEDS DEEPER: fetch /profiles for name
-Major Properties,(advertising/PR director - name TBD),Advertising & PR Director,(213) 747-4151,info@majorproperties.com,,low,majorproperties.com,majorproperties.com/about,NEEDS DEEPER: full-time ad/PR director exists
-The Mogharebi Group,(marketing lead - name TBD),Marketing (TBD),(949) 887-2465,brett.bayless@mogharebi.com,,low,mogharebi.com,rocketreach,NEEDS DEEPER: larger multifamily firm
-Savills North America,(current mktg head - name TBD),Head of Marketing (TBD),(212) 326-1000,,,low,savills.us,savills.us,NEEDS DEEPER: Carol McNerney (ex) left to Walker & Dunlop
-Lee & Associates,(no corp mktg exec found),,(818) 812-1208,,,low,lee-associates.com,lee-associates.com,NEEDS DEEPER: CEO Jeffrey Rinkov; federated offices
-Stepp Commercial,(marketing lead - name TBD),Director of Marketing (TBD),(310) 774-3740,info@steppcommercial.com,,low,steppcommercial.com,steppcommercial.com,NEEDS DEEPER: ~17 staff Long Beach
+Firm,Contact Name,Title,Phone,Mobile,Email,LinkedIn,Confidence,Contact Type,Firm Website,Notes
+CBRE,Benji Baer,Chief Marketing Officer,(214) 979-6100,,,https://www.linkedin.com/in/benji-baer-5472a55/,high,firm HQ line,cbre.com,Dallas global HQ main; direct-dial needs paid data
+JLL,Siddharth Taparia,Global Chief Marketing Officer,(312) 782-5800,,,https://www.linkedin.com/in/siddharth31/,high,firm HQ line,jll.com,Chicago HQ main
+JLL,Jill Kouri,"Chief Marketing Officer, Americas",(312) 782-5800,,,,medium,firm HQ line,jll.com,Americas CMO
+JLL,Mencia Barreiros,Head of Communications,(312) 782-5800,,,,medium,firm HQ line,jll.com,Reports to Taparia
+Cushman & Wakefield,Adrienne Fasano,Chief Marketing Officer,(312) 470-1800,,,,medium,firm HQ line,cushmanwakefield.com,Chicago HQ; Brad Kreiger (ex-CMO) now Co-CEO Americas
+Colliers,Rebecca (Becky) Finley,"Chief Brand & People Officer, Global",(416) 960-9500,,,,high,firm HQ line,colliers.com,Toronto HQ main
+Colliers,Cassius Taylor-Smith,"Chief Marketing Officer, EMEA",(416) 960-9500,,,,medium,firm HQ line,colliers.com,Regional CMO
+Newmark,Angie Leccese,Chief Marketing Officer,(212) 372-2000,,,,high,firm HQ line,nmrk.com,NY HQ main
+Newmark,Karen Laureano-Rikardsen,Chief Communications Officer,(212) 372-2000,,,,medium,firm HQ line,nmrk.com,
+Marcus & Millichap,Andrew Strockis,SVP & Chief Marketing Officer,(818) 212-2250,,,,high,firm HQ line,marcusmillichap.com,Calabasas HQ; also covers IPA
+Kidder Mathews,Christina Twidale,SVP Corporate Marketing & Communications,206.296.9623,,christina.twidale@kidder.com,,high,DIRECT,kidder.com,Direct dial + email confirmed on bio page
+Kidder Mathews,Shayna Leonardsen,VP Corporate Marketing,(206) 296-9600,,,https://www.linkedin.com/in/shayna-leonardsen-34506611/,medium,firm HQ line,kidder.com,
+Avison Young,Molly Kelly,"Principal, Global Chief Marketing & Communications Officer",(312) 957-7600,,,,high,firm HQ line,avisonyoung.com,Chicago HQ main
+Matthews Real Estate Investment Services,Lori Valencia,VP of Marketing,(866) 889-0550,,,,medium,firm HQ line,matthews.com,Nashville HQ; no CMO title
+Berkadia,David Hunt,SVP Marketing,(215) 328-3200,,,,medium,firm HQ line,berkadia.com,Ambler PA HQ main
+Walker & Dunlop,Carol McNerney,EVP & Chief Marketing Officer,(301) 215-5500,,,,high,firm HQ line,walkerdunlop.com,Bethesda HQ main
+Northmarq,JoAnn Neau,Chief Marketing Officer,(952) 356-0100,,,,high,firm HQ line,northmarq.com,Minneapolis HQ; first-ever CMO
+Eastdil Secured,Marcin Pokorski,Chief Marketing Officer,(212) 315-7200,,,,medium,firm HQ line,eastdilsecured.com,NY HQ; verify vs Mischae Whorley
+NAI Capital,J.C. Casillas,"Managing Director, Research, Marketing & Communications",(818) 905-2400,,,https://www.linkedin.com/in/j-c-casillas-5b6a44107/,high,firm HQ line,naicapital.com,Encino HQ; SoCal - strong RENTV fit
+DAUM Commercial,Jennifer Borrayo,Director of Marketing,(818) 615-0147,,(email on bio page - masked by fetch),,high,DIRECT,daumcommercial.com,Direct dial confirmed; SoCal
+Coldwell Banker Commercial,Brandon Newman,VP of Marketing (CB & CB Commercial),(503) 587-4777,,,,medium,firm HQ line,cbcworldwide.com,CBC global HQ; oversees residential + commercial
+SRS Real Estate Partners,Sarah Nelson,Chief Marketing Officer,(949) 698-1115,,,,high,firm office line,srsre.com,Dallas HQ CMO; bio page bot-blocked - direct-dial needs paid data
+Stream Realty Partners,Susan Bloomfield,Chief Marketing Officer,949.203.3037,213.948.3206,susan.bloomfield@streamrealty.com,https://www.linkedin.com/in/sbloomfield/,high,DIRECT + MOBILE,streamrealty.com,Office + mobile + email confirmed on bio page
+Pegasus Investments,Bahram Fattahinia,Director of Marketing,(310) 691-1350 x182,(424) 542-7639,bfattahinia@pegasusinvestments.com,,high,DIRECT + MOBILE,pegasusinvestments.com,Full contact confirmed on team page
+Pegasus Investments,Kendra Fitzgerald,Marketing Manager,(310) 691-1350 x160,,kfitzgerald@pegasusinvestments.com,,high,DIRECT,pegasusinvestments.com,
+Hanley Investment Group,Heidi Mayeda,Marketing Manager (leads dept),(949) 585-7677,,,,high,firm line,hanleyinvestmentgroup.com,Newport Beach retail-CRE; bio page bot-blocked
+Peak Commercial,Susan Navarro,Marketing Manager,(818) 591-3300,,susan@peakcorp.com,,high,DIRECT,peakcommercial.com,Direct + email confirmed
+Peak Commercial,Aaron Tsukahara,Digital Marketing Manager,(818) 591-3300 x7013,,aaront@peakcorp.com,,high,DIRECT,peakcommercial.com,
+Faris Lee Investments,Jay Johansson,Senior Marketing Manager,949.221.1836,,jjohansson@farislee.com,,high,DIRECT,farislee.com,Direct + email confirmed on bio page
+Morgan Skenderian Investment RE Group,Molly Driscoll,Marketing Manager,(949) 258-9925,,md@morganskenderian.com,,high,DIRECT,morganskenderian.com,Direct dial + email confirmed on team page
+Stepp Commercial,Patricia Tay,Director of Marketing,(310) 774-3740,,,,high,firm line,steppcommercial.com,Name confirmed on team page; phone = firm main
+The Mogharebi Group,(marketing lead - name TBD),Marketing (TBD),(949) 887-2465,,,,low,firm line,mogharebi.com,UNRESOLVED: site blocks fetch - needs paid/LinkedIn pass
+Savills North America,(current mktg head - name TBD),Head of Marketing (TBD),(212) 326-1000,,,,low,firm line,savills.us,UNRESOLVED: current CMO not public - needs paid/LinkedIn pass
+Major Properties,(none named),Advertising handled internally,(213) 747-4151,,info@majorproperties.com,,resolved-none,firm line,majorproperties.com,No named marketing exec on public pages
+Lee & Associates,(none - federated),No corporate marketing exec,(818) 812-1208,,,,resolved-none,firm line,lee-associates.com,Corporate = CEO Rinkov + Mary Eckel (Dir Ops); marketing per-office
diff --git a/data/marketing-exec-leads/outreach-drafts.md b/data/marketing-exec-leads/outreach-drafts.md
new file mode 100644
index 0000000..76a413a
--- /dev/null
+++ b/data/marketing-exec-leads/outreach-drafts.md
@@ -0,0 +1,42 @@
+# CRE Marketing-Exec Outreach Drafts (DRAFTS ONLY — sends gated by Steve)
+
+**Merge fields:** `{{first_name}}` `{{firm}}` `{{title}}` `{{market}}`
+**Assumed offer (EDIT THIS):** `{{OFFER}}` = RENTV media/PR partnership — sponsored deal coverage, exec interviews, and video reach to the SoCal CRE audience. Swap in the real offer before any send.
+
+> Compliance gate (per comms-compliance rules): before ANY email send — (1) real physical mailing address in footer, (2) working one-click unsubscribe, (3) accurate From name/subject, (4) DNC scrub. LinkedIn = manual/tooling only (no auto-automation, LinkedIn TOS).
+
+---
+
+## LinkedIn — connection request (300 char max)
+> Hi {{first_name}} — I follow how {{firm}} tells its deal stories. I run RENTV's CRE media desk in SoCal and had one idea for amplifying {{firm}}'s wins to our broker/investor audience. Mind connecting?
+
+## LinkedIn — first message (after accept)
+> Thanks for connecting, {{first_name}}. Quick one: we're expanding RENTV's sponsored deal-coverage + exec-interview slots for 2026 and {{firm}} keeps coming up as a firm whose marketing punches above its weight. Worth a 15-min call to see if there's a fit? Happy to send examples first.
+
+---
+
+## Email 1 — intro
+**Subject:** {{firm}} + RENTV — amplifying your deal wins
+Hi {{first_name}},
+
+As {{title}} at {{firm}}, you already own the story — I can help it travel. RENTV reaches [X] SoCal CRE decision-makers/week, and we're opening sponsored deal-coverage and exec-interview slots for the year.
+
+One concrete idea for {{firm}}: [1-line tailored hook]. Open to a 15-minute call next week?
+
+— Steve
+[signature + physical address + unsubscribe]
+
+## Email 2 — follow-up (+4 days, if no reply)
+**Subject:** Re: {{firm}} + RENTV
+Hi {{first_name}}, floating this back up. I put together a one-pager on how firms like {{firm}} use our coverage to stay top-of-mind with investors — want me to send it? No pitch, just the format. — Steve
+
+## Email 3 — breakup (+6 days)
+**Subject:** Should I close the loop?
+{{first_name}} — I don't want to clutter your inbox. If amplifying {{firm}}'s deals to the SoCal CRE audience isn't a 2026 priority, no worries — I'll leave it here. If it is, just reply "send it." — Steve
+
+---
+
+## Target tiers (from master list)
+- **Tier 1 — direct-dial + email in hand (call/email now):** Susan Bloomfield (Stream), Christina Twidale (Kidder), Bahram Fattahinia + Kendra Fitzgerald (Pegasus), Jennifer Borrayo (DAUM), Susan Navarro + Aaron Tsukahara (Peak), Jay Johansson (Faris Lee), Molly Driscoll (Morgan Skenderian).
+- **Tier 2 — SoCal majors, HQ line + LinkedIn:** J.C. Casillas (NAI Capital), Andrew Strockis (M&M), Molly Kelly (Avison), Brandon Newman (CBC).
+- **Tier 3 — national majors, LinkedIn-first (CMOs rarely take cold calls):** CBRE, JLL, Cushman, Colliers, Newmark, W&D, Northmarq, Eastdil, Berkadia, Matthews.

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