Kevin Heaton, i3 LLC

i3 LLC

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Kevin Heaton is the principal and founder of i3, LLC, a real estate family office.  Kevin has twenty (20) years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in commercial real estate.  Most recently his efforts have been focused on acquisition, re-development, management and disposition of commercial real estate assets for families using both pooled (funds) and managed (direct) investment vehicles.  Kevin’s efforts involve managing the intricacies of complex 1031 Exchange transactions as well as the acquisition and “turn-around” of underperforming real estate assets.  Starting his career at Merrill Lynch in 1996 as a wealth management advisor where he coordinated effective wealth management strategies for high net worth families and closely-held private companies, including structuring credit facilities, multi-generational planning and transactional advice to families, investors and employee stock ownership plans (ESOPs).  After serving to on-shore a hedge fund of funds based in Geneva Switzerland and serving as the CFO of a private company Kevin founded i3, LLC in December of 2007.