Experience

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  Capital Automotive Real Estate Services, Inc.

  • United States
  • Real Estate
  • 1 - 100 Employee

  • Vice President of Acquisitions

    • Jul 2021 - Present

  • VP & Director of Credit

    • Mar 2020 - Jul 2021

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  Northrop Grumman

  • McLean, VA

  • Sr. Real Estate Specialist - Real Estate and Facilities - Defense Systems / Technology Services

    • Apr 2017 - Feb 2020
    • McLean, VA

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  CBRE

  • Washington D.C.

  • Senior Transaction Manager - Global Workplace Solutions

    • Jun 2013 - Mar 2017
    • Washington D.C.

    *Promoted to Senior Transaction Manager in January 2017.U.S. Postal Service Account- Worked with USPS real estate management and local brokers to achieve market rents while simultaneously earning market commissions and meeting key performance indicators as established by both USPS and CBRE management. - Negotiated new leases and lease renewals with landlords and landlord representatives to ensure mutual satisfaction for both USPS and landlords.- Reviewed and analyzed local market information, including appraisals, BOVs and rent comparables, to determine and verify appropriate market ranges for a variety of real estate types (i.e. retail, industrial, office, flex space, ground leases).- Effectively and succinctly provided USPS with market rent analyses and lease negotiation summaries, noting key lease terms, changes in ownership/landlord contact information and other non-standard terms.- Worked with senior USPS real estate management on special projects.

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  Jim Koons Automotive Companies

  • Vienna, VA

  • Assistant to Director of Facilities & Construction

    • Dec 2010 - Jun 2013
    • Vienna, VA

    - Worked with the Director of Facilities & Construction and the Facilities Engineer to manage multiple simultaneous construction projects at various dealerships while also working with a variety of vendors to ensure day-to-day facility management needs were being met.- Maintained construction budgets and other timeline schedules which were relied upon by the executive management team. - Organized construction related and general maintenance invoices to ensure proper accounting and prompt payment to vendors.

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  Capital Automotive Real Estate Services, Inc./Capital Automotive REIT ("CARS")

  • McLean, VA

  • AVP & Portfolio Manager

    • Apr 2002 - Sep 2010
    • McLean, VA

    *Promoted to Assistant Vice President & Portfolio Manager in March 2006.- Managed the workload of four associates within the Real Estate Group, representing over $1 billion of the total investment portfolio, including CARS’ largest account, Penske Automotive Group, Inc. (“PAG”). - Mentored and trained the Real Estate Group’s team members, with a primary focus on understanding dealer financial statements (both factory and CPA-prepared) and related dealer concepts, through personalized individual curriculum and the preparation and presentation of numerous group training sessions. Coordinated company-wide training sessions and co-developed lesson plans with various third party experts in both the automotive retail and real estate industries. - Reviewed letters of intent, term sheets and legal documents to ensure credit and real estate risks to CARS were mitigated while actively pursuing mutual satisfaction with the client. - Developed various templates, schedules and reports for use by senior management in order to provide effective depictions of the status of CARS’ portfolio.- Underwrote and closed over $500 million in sale-leaseback and property related transactions including many multi-property/multi-party transactions in 30 days or less. - Managed portfolio requests and serviced client base representing approximately one-third of CARS’ total portfolio, which included PAG, Asbury Automotive Group, Inc. and other top private dealer groups. - Communicated risks, mitigants and recommendations, both orally and in writing, based on overall credit and property risk assessments to CARS’ Investment Committee.

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  Ford Motor Credit Company

  • Dearborn, MI and Atlanta, GA

  • Regional Credit Analyst - Atlanta Region & Major Accounts Office; Dealership Financial Analyst - HQ

    • Jun 1997 - Apr 2002
    • Dearborn, MI and Atlanta, GA

    - Reviewed and prepared various financing requests to be presented to Ford Credit’s management team, including financing transactions with Sonic Automotive Group, Hendrick Automotive Group and Capital Automotive REIT. - Trained branch personnel in the analysis of dealership financial statements and key dealership ratios.- Planned and performed balance sheet audits of poorly performing privately-owned dealerships at the request of Ford Credit management throughout the U.S. and Canada. The audits relied on both Generally Accepted Accounting Principles as well as guidance provided in the Ford Dealer Accounting Manual.

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  Plante & Moran, PLLC

  • Kalamazoo, Michigan

  • Staff Accountant

    • Jan 1995 - Jun 1997
    • Kalamazoo, Michigan

    - Planned, budgeted, and oversaw the completion of audits and other types of engagements for various not-for-profit organizations, governmental institutions, and colleges and universities.