Experience

Lionstone Investments

• United States
• Real Estate
• 1 - 100 Employee

• Head Of Asset Management

  • Jul 2022 - Present

• Vice President

  • Mar 2016 - Present

• Director

  • Jul 2014 - Mar 2016



CSM Corporation

• United States
• Real Estate
• 200 - 300 Employee

• Director of Asset Management

  • Apr 2012 - May 2014

  • Formulate and implement asset management strategy for approximately 100 properties (nearly 10 million square feet) allowing the team to be more efficient with both time and capital. • Review all leases and capital improvement programs with authority to approve up to a specific threshold. • Oversee property tax appeals process that resulted in tax savings of $2 million in 2013. • Evaluate macro and micro economic trends necessary to create hold or sell recommendations for each asset… Show more • Formulate and implement asset management strategy for approximately 100 properties (nearly 10 million square feet) allowing the team to be more efficient with both time and capital. • Review all leases and capital improvement programs with authority to approve up to a specific threshold. • Oversee property tax appeals process that resulted in tax savings of $2 million in 2013. • Evaluate macro and micro economic trends necessary to create hold or sell recommendations for each asset within portfolio. Successfully sold two assets that had negative equity requiring discounted payoffs from the lenders, two assets that were ready to be marketed, and an empty office building to an owner/user. • Provide direction for the acquisition/disposition/operations of the assets. Interact with brokers to source and review select acquisition opportunities. • Oversee and develop the asset management team (four to six professionals). • Implemented a formal asset plan and valuation process for every commercial asset. Obtain and analyze real estate market and demographic information on an on-going basis to keep asset plans and valuations current. • Oversee budgeting and forecasting, expense controls/overhead analysis. • Liaison between CSM and the partners for the portfolio of properties where CSM has outside partners. Show less • Formulate and implement asset management strategy for approximately 100 properties (nearly 10 million square feet) allowing the team to be more efficient with both time and capital. • Review all leases and capital improvement programs with authority to approve up to a specific threshold. • Oversee property tax appeals process that resulted in tax savings of $2 million in 2013. • Evaluate macro and micro economic trends necessary to create hold or sell recommendations for each asset… Show more • Formulate and implement asset management strategy for approximately 100 properties (nearly 10 million square feet) allowing the team to be more efficient with both time and capital. • Review all leases and capital improvement programs with authority to approve up to a specific threshold. • Oversee property tax appeals process that resulted in tax savings of $2 million in 2013. • Evaluate macro and micro economic trends necessary to create hold or sell recommendations for each asset within portfolio. Successfully sold two assets that had negative equity requiring discounted payoffs from the lenders, two assets that were ready to be marketed, and an empty office building to an owner/user. • Provide direction for the acquisition/disposition/operations of the assets. Interact with brokers to source and review select acquisition opportunities. • Oversee and develop the asset management team (four to six professionals). • Implemented a formal asset plan and valuation process for every commercial asset. Obtain and analyze real estate market and demographic information on an on-going basis to keep asset plans and valuations current. • Oversee budgeting and forecasting, expense controls/overhead analysis. • Liaison between CSM and the partners for the portfolio of properties where CSM has outside partners. Show less



Principal Real Estate Investors

• Sr. Asset Manager

  • May 2005 - Mar 2012

  • Managed a portfolio of assets valued at nearly $950 million encompassing over 6 million square feet in the Washington DC/Mid-Atlantic and Tennessee regions. Other regions covered included South Florida, Fort Myers, and Raleigh-Durham. • Developed proposals, made recommendations, and delivered presentations to clients that included Principal US Property Separate Account, Principal Enhanced Property Fund and Principal Life Insurance Company; gained consensus on asset-level business plans… Show more • Managed a portfolio of assets valued at nearly $950 million encompassing over 6 million square feet in the Washington DC/Mid-Atlantic and Tennessee regions. Other regions covered included South Florida, Fort Myers, and Raleigh-Durham. • Developed proposals, made recommendations, and delivered presentations to clients that included Principal US Property Separate Account, Principal Enhanced Property Fund and Principal Life Insurance Company; gained consensus on asset-level business plans and marketing strategies. • Prepared and presented quarterly valuation memos to portfolio management, internal appraisal team, and external valuation auditors. • Developed and implemented annual business plans and budgets for all assets. Communicated and coordinated asset strategy with operating partners such as Woolbright Development, McCaffery Interests, and Macquarie. • Established appropriate leasing goals that met client objectives. Worked with leasing agent network to meet or exceed client goals and other benchmarks such as occupancy levels for competitive properties. Adjusted mix of broker compensation, rental rates and other parameters as appropriate to meet client expectations. Analyzed and negotiated leases. • Responsible for sourcing development deals in the assigned regions. • Collaborated with Acquisition/Disposition team on new investments and dispositions; consulted the Debt team on underwriting assumptions and discussed strategies for problem loans in the debt portfolio. • Analyzed and structured equity investment transactions (acquisitions/dispositions, development and repositioning activity). • Selected and managed service providers, including leasing agents, property managers, consultants, and contractors; conducted informal and formal performance reviews with service providers. Show less • Managed a portfolio of assets valued at nearly $950 million encompassing over 6 million square feet in the Washington DC/Mid-Atlantic and Tennessee regions. Other regions covered included South Florida, Fort Myers, and Raleigh-Durham. • Developed proposals, made recommendations, and delivered presentations to clients that included Principal US Property Separate Account, Principal Enhanced Property Fund and Principal Life Insurance Company; gained consensus on asset-level business plans… Show more • Managed a portfolio of assets valued at nearly $950 million encompassing over 6 million square feet in the Washington DC/Mid-Atlantic and Tennessee regions. Other regions covered included South Florida, Fort Myers, and Raleigh-Durham. • Developed proposals, made recommendations, and delivered presentations to clients that included Principal US Property Separate Account, Principal Enhanced Property Fund and Principal Life Insurance Company; gained consensus on asset-level business plans and marketing strategies. • Prepared and presented quarterly valuation memos to portfolio management, internal appraisal team, and external valuation auditors. • Developed and implemented annual business plans and budgets for all assets. Communicated and coordinated asset strategy with operating partners such as Woolbright Development, McCaffery Interests, and Macquarie. • Established appropriate leasing goals that met client objectives. Worked with leasing agent network to meet or exceed client goals and other benchmarks such as occupancy levels for competitive properties. Adjusted mix of broker compensation, rental rates and other parameters as appropriate to meet client expectations. Analyzed and negotiated leases. • Responsible for sourcing development deals in the assigned regions. • Collaborated with Acquisition/Disposition team on new investments and dispositions; consulted the Debt team on underwriting assumptions and discussed strategies for problem loans in the debt portfolio. • Analyzed and structured equity investment transactions (acquisitions/dispositions, development and repositioning activity). • Selected and managed service providers, including leasing agents, property managers, consultants, and contractors; conducted informal and formal performance reviews with service providers. Show less



Principal Residential Mortgage, Inc.

• Business Analyst

  • 2000 - 2005