Experience

Carmel Partners

• United States
• Real Estate
• 300 - 400 Employee

• Director, Investments

  • Jul 2018 - Present

  Experienced investment professional with history sourcing transactions and placing capital in Real Estate. Focus: Multifamily Acquisitions and Dispositions in Washington DC MSA. Experienced investment professional with history sourcing transactions and placing capital in Real Estate. Focus: Multifamily Acquisitions and Dispositions in Washington DC MSA.



Fundrise

• United States
• Financial Services
• 200 - 300 Employee

• Senior Associate

  • Jun 2015 - Apr 2018

  • Key leader of ten-person real estate team for a rapidly growing technology-based investment firm currently disrupting the industry by making institutional quality real estate attainable to non-accredited investors. • Managed and trained team, issued term sheets, completed diligence, presented decisions to CEO, and led closings. • Underwrote and closed 19 transactions totaling $49,000,000. • Key leader of ten-person real estate team for a rapidly growing technology-based investment firm currently disrupting the industry by making institutional quality real estate attainable to non-accredited investors. • Managed and trained team, issued term sheets, completed diligence, presented decisions to CEO, and led closings. • Underwrote and closed 19 transactions totaling $49,000,000.



FCP

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Senior Analyst

  • Jan 2013 - May 2015

  • Underwrote potential projects, completed due diligence, conducted market research, and underwrote partners’ credit for a newly formed three-person structured investment team. • Prepared road-show and senior debt packages, completed market research for company expansion and built and maintained relationships with sponsors, brokers, and industry professionals to expand the business line. • Transactions included Apartment and Student Housing Developments, Transitional Office and Industrial Buildings, Income Producing Apartments, Tax Credits and Master Plan Developments. Show less



Spear Street Capital

• Real Estate
• 1 - 100 Employee

• Analyst

  • Aug 2010 - Nov 2012

  • Underwrote the acquisition and performed due diligence on five billion dollars of Institutional Office Buildings. • Asset managed Class A Office Buildings in Austin, Boston, New Jersey and Washington, DC. • Managed oversight on budgets, leasing, marketing, capital improvements, reporting and financing. • Led analysis for acquisitions, dispositions, financings and negotiations of associated legal documents. • Underwrote the acquisition and performed due diligence on five billion dollars of Institutional Office Buildings. • Asset managed Class A Office Buildings in Austin, Boston, New Jersey and Washington, DC. • Managed oversight on budgets, leasing, marketing, capital improvements, reporting and financing. • Led analysis for acquisitions, dispositions, financings and negotiations of associated legal documents.



Meadow Partners, LLC

• Summer Analyst

  • Jun 2009 - Aug 2009

  • Performed analysis and participated in discussions regarding potential investments focusing on Class A office properties • Modeled transactions during early stages of diligence and audited existing models for later stage deals • Performed analysis and participated in discussions regarding potential investments focusing on Class A office properties • Modeled transactions during early stages of diligence and audited existing models for later stage deals



Kentucky Science & Technology Corporation (KSTC)

• United States
• Program Development
• 1 - 100 Employee

• Business Resaerch Intern

  • Jun 2008 - Aug 2008

  • Screened applications for state-funded venture capital fund • Analyzed potential investments and valued proposed projects • Constructed Application Profiles and Independent Reviews for all proposals • Presented research findings and delivered opinion on potential funding to superiors • Screened applications for state-funded venture capital fund • Analyzed potential investments and valued proposed projects • Constructed Application Profiles and Independent Reviews for all proposals • Presented research findings and delivered opinion on potential funding to superiors