Experience

Acre Homes

• United States
• Software Development
• 1 - 100 Employee

• Finance and Investments

  • Dec 2021 - Present

  San Francisco Bay Area www.acrehomes.com



Unison

• United States
• Financial Services
• 1 - 100 Employee

• VP of Investment Operations

  • Mar 2019 - Dec 2021

  San Francisco, CA

• Director, Investment Operations

  • Nov 2016 - Mar 2019

  San Francisco, CA www.unison.com www.unisonim.com



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Real Estate Portfolio Management

  • Aug 2013 - Oct 2016

  San Francisco Bay Area - Member of two-person, vertically-integrated portfolio management team for the Residential Opportunity Fund (ROF), a $200mm AUM commingled fund which has invested in residential land entitlement, land development, and construction in nine investments across the U.S. - Formed and managed development strategies and budgets, negotiated contracts, managed partner/manager relationships, completed property valuations and budget variance analysis, performed market research, and developed… Show more - Member of two-person, vertically-integrated portfolio management team for the Residential Opportunity Fund (ROF), a $200mm AUM commingled fund which has invested in residential land entitlement, land development, and construction in nine investments across the U.S. - Formed and managed development strategies and budgets, negotiated contracts, managed partner/manager relationships, completed property valuations and budget variance analysis, performed market research, and developed investment sale strategies for all assets within ROF - Developed and maintained portfolio cash forecasting model and compiled information in a clear and succinct manner for investor reporting and investment committee presentations - Managed a 142-home, $40 million single family rental portfolio through individual home acquisition, lease-up, and stabilization to 98% occupancy - Constructed financial analysis for the liquidation of a $1b AUM diversified commingled fund, and created quarterly presentations and reports for fund investors (multibillion institutional) and Board of Directors - Integral contributor to the ongoing product launch of Residential Opportunity Fund 2, which has included creation of marketing collateral, interaction with potential investors, forecasting cash flows and profitability, constructing the PPM, and underwriting new investment opportunities - Received highest internal performance rating (Exceptional, Significantly Outperforms) for advanced ability to manage project execution, communicate effectively, and deliver results Show less



Compass Properties

• Real Estate Transactions and Asset Management

  • Jun 2013 - Jul 2013

  Madison, Wisconsin Area



Wisconsin School of Business

• United States
• Higher Education
• 200 - 300 Employee

• REIT Analyst/Portfolio Manager

  • May 2012 - May 2013

  Madison, Wisconsin Area •Managed a $1.4 million portfolio of U.S. REIT securities as part of applied University program •Developed top-down investment thesis, proposed asset allocation and identified strategic fund investment and management strategies •Built, updated and maintained valuation models (NAV) and databases on each company under coverage (retail and industrial sectors) •Prepared buy/sell pitch reports and presentations, which utilized both technical and fundamental analysis of each company and… Show more •Managed a $1.4 million portfolio of U.S. REIT securities as part of applied University program •Developed top-down investment thesis, proposed asset allocation and identified strategic fund investment and management strategies •Built, updated and maintained valuation models (NAV) and databases on each company under coverage (retail and industrial sectors) •Prepared buy/sell pitch reports and presentations, which utilized both technical and fundamental analysis of each company and the underlying real estate assets •Monitored fund performance.by developing weekly attribution analysis of fund vs. benchmark •Prepared and presented quarterly fund performance to Investment Committee, which includes REIT professionals from Blackstone, Heitman, Principal, Security Capital, Cantor Fitzgerald, and Wisconsin Investment Board Show less



Bentall Kennedy (please refer to BGO)

• Canada
• Leasing Non-residential Real Estate
• 100 - 200 Employee

• Real Estate Acquisitions

  • May 2012 - Aug 2012

  Greater Chicago Area Underwrote multifamily, retail, office, and industrial properties with combined value of over $500 million utilizing ARGUS and internally developed excel models Assisted in the preparation of market and financial analysis briefs for investment committee review Prepared and updated development budgets for large-scale industrial and multifamily projects Researched property market fundamentals and transactions using CoStar, REIS, and Real Capital Analytics



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Senior

  • Sep 2007 - Jul 2011

  San Francisco Bay Area Planned and supervised GAAP financial statement audit engagements for entities ranging in size from developmental stage companies to billion-dollar investment portfolio management groups; Provided assurance services to clients in the real estate, clean-tech, private equity, venture capital, not-for-profit, hospitality, aviation, retail, and manufacturing industries; Prepared, reviewed and analyzed consolidated financial statements and accompanying footnote disclosures ensuring… Show more Planned and supervised GAAP financial statement audit engagements for entities ranging in size from developmental stage companies to billion-dollar investment portfolio management groups; Provided assurance services to clients in the real estate, clean-tech, private equity, venture capital, not-for-profit, hospitality, aviation, retail, and manufacturing industries; Prepared, reviewed and analyzed consolidated financial statements and accompanying footnote disclosures ensuring compliance with industry and reporting standards and GAAP requirements; Coordinated multifaceted client engagements consisting of professionals in our audit, taxation, financial advisory, capital markets, and enterprise risk service groups; Supervised, counseled, trained and evaluated professional staff on each engagement team; Extensive experience in reviewing legal documents such as lease agreements, limited partnership agreements, financing arrangements, purchase and sale agreements, etc., and extracting details from these agreements which pertain to accounting treatment; Extensive experience in analyzing and reviewing real estate valuation reports, asset impairment analyses, provisions for loss contingencies, and complex schedules pertaining to debt, deferrals, depreciation, and intangible assets Show less