Experience

• 

  Realco Capital Partners, LLC

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Principal

    • Jan 2021 - Present

  • Investment Associate

    • Apr 2018 - Dec 2020

• 

  Cardinal Group Management

  • Portfolio Manager

    • Jan 2016 - Apr 2018

    - Acts as the key point of contact for the portfolio between the client, Cardinal Group Management, and the on-site teams- Provides direct support to the Community Managers to ensure that all policies and procedures are followed according to best practices- Engages and directs Community Managers in development of operating Budgets including capital and leasing plans- Monitors team member performance and acts as an advisor for team member development and corrective action when necessary- Maintains all operational community information: vendor contacts, employee rosters, budgets, marketing strategy, etc. on a weekly and monthly basis- Prepares and interprets reports necessary for auditing community performance

  • Operations Analyst

    • Jul 2015 - Mar 2016

    - Directly support the Director of Operations and Portfolio Managers for a portfolio of approximately 30 assets- Act as Project Manager for all retail operations for assets in the portfolio- Work with ownership groups during contract transitions which include takeovers of new assets and loss of contracts from termination or from sale of assets- Analyze portfolio metrics to discover operating trends across the portfolio- Assist Director of Operations in completing platform projects and rolling those out to the portfolios- Refine Excel templates for company, such as Budget templates, Pre-Lease Report templates, Market Analysis Workbook templates, etc.- Work with Director of Operations and Portfolio Managers during budgeting process- Other tasks as assigned by the Director of Operations

  • Community Manager

    • Jun 2014 - Jul 2015

    - Reposition and rebrand Class A assets through team stabilization and systems optimization, with a focus on exceptional customer service- Oversee all of the day-to-day operations of a 977 bed community- Increase value of assets through strategically growing rental rates, while controlling operating expenses within operating budget of approximately $3.8 million annually- Outperform leasing goals for both assets- Accept delivery of new construction project and work with contractors to resolve lingering construction issues, while managing the concerns of residents- Work with accounting team to accurately perform reclasses and accruals for community on a monthly basis- Collaborate with Leasing & Marketing Team Leader to analyze market and identify, implement, and execute effective marketing campaigns/strategies - Negotiate contracts with current and potential vendors- Lead and manage a team of four managers and seventeen additional team members- Prepare weekly and monthly reporting suites presented to ownership group

  • Community Manager

    • May 2013 - Jun 2014

    - Increased value of asset through strategically growing rental rates while controlling expenses within operation budget of approximately $1.8 million annually- Within first year as CM, raised occupancy from approximately 80% to 95%+- Key contributor in creation of annual budget and business plan that is ultimately presented to investment partner of asset- Developed strong relationships with residents and their parents through open and honest communication- Entered payables batches and invoice transmittal packages on a weekly basis- Collaborated with Leasing & Marketing Team Leader to analyze market and identify, implement, and execute effective marketing campaigns/strategies - Oversaw capital improvement projects of community through collecting bids, managing project execution, building vendor relations, and facilitating proper payment- Negotiated contracts with current and potential vendors- Led and managed a team of three managers and ten additional team members

  • Assistant Community Manager

    • Nov 2011 - May 2013

    - Collaborate with Community Manager to plan and implement short-term and long-term vision for the property- Maintain balanced resident ledgers for a community of 600 beds- Over a one year period, lowered the resident delinquency percentage from over 15% to less than 3%- Work alongside Leasing Manager to streamline the leasing process- Collaborate with fellow managers to address capital expenditure needs throughout the property- Execute process for organizing utility billing at the community

• 

  Education Realty Trust

  • Raleigh-Durham, North Carolina Area

  • Resident Manager

    • Sep 2010 - Nov 2011
    • Raleigh-Durham, North Carolina Area

• 

  Allen & O'Hara (University Towers)

  • Resident Assistant

    • Oct 2006 - Jan 2011

    Establish an interactive learning community for 66 residents (per year) within a 936 person residence hallRole model behavior that supports personal growth and self-improvementArticulate concerns/problems with tenants in a productive mannerEnhance leadership skills and develop a professional attitude through interactions with current and prospective tenantsPlan, implement, and evaluate programs which encourage the educational and social development of studentsFloor Events to induce community development among 66 residents on the hallBuilding Events to foster development of all 936 residentsDiffuse various conflicts among residents and/or their guests through one-on-one meetings, roommate contracts, and/or preventive disciplinary measures (when necessary)Promote a positive attitude among the 15 Resident Assistants while president of the RA Staff