Experience

Goodwin Advisors

• United States
• Real Estate
• 1 - 100 Employee

• Senior Partner - Houston

  • Feb 2023 - Present

  Goodwin Advisors is a full service, nationally focused, capital markets platform specializing in investment sales, recapitalizations, equity raising, and debt placement. The Goodwin partners’ primary experience is in Office, Industrial, and Hospitality, and our strategic relationship with Estreich & Company in New York provides institutional debt coverage across the country. My role at Goodwin is as the Houston partner, with a primary focus on Texas and the Southwest. Goodwin Advisors is a full service, nationally focused, capital markets platform specializing in investment sales, recapitalizations, equity raising, and debt placement. The Goodwin partners’ primary experience is in Office, Industrial, and Hospitality, and our strategic relationship with Estreich & Company in New York provides institutional debt coverage across the country. My role at Goodwin is as the Houston partner, with a primary focus on Texas and the Southwest.



CBRE

• Italy
• Real Estate

• Senior Vice President - Advisory & Transaction Services

  • Nov 2018 - Jan 2023

  Provided office agency leasing services to institutional clients across, representing over 5MM sf across Houston. Have been involved in over $2B in real estate transactions during my tenure at CBRE.

• First Vice President - Brokerage Services

  • Jan 2013 - Nov 2018

  Focused on representing institutional owners of high quality office buildings.



The Lionstone Group

• United States
• Investment Banking

• Portfolio Manager - Cash Flow Office Platform

  • Jun 2008 - Jan 2013

  Oversaw Cash Flow Office platform, consisting of two funds totaling $700 million in asset value. Primary focus is on institutional quality office buildings in high quality locations, including Los Angeles, San Francisco Bay area, Chicago, Dallas, and Austin Was responsible for all areas of fund performance, including annual cash flow, asset value, and portfolio balance (through new acquisitions and dispositions). Delivered asset and market presentations to senior real estate directors for two large state pension fund investors Show less



Deutsche Bank Securities

• Investment Banking
• 700 & Above Employee

• Summer Associate - Large Loan Origination

  • 2007 - 2007

  Evaluated investment opportunities for $20B Large-Loan Origination team. Advised senior management on the merits and risks of each candidate with asset classes including office, retail, multifamily, lodging, gaming, cold storage, distribution, etc. Performed alternative use and ground lease analysis for $200MM suburban retail OPCO/PROPCO re-financing Modeled financial analysis for funding of $5B attempted purchase of three Manhattan office properties Evaluated investment opportunities for $20B Large-Loan Origination team. Advised senior management on the merits and risks of each candidate with asset classes including office, retail, multifamily, lodging, gaming, cold storage, distribution, etc. Performed alternative use and ground lease analysis for $200MM suburban retail OPCO/PROPCO re-financing Modeled financial analysis for funding of $5B attempted purchase of three Manhattan office properties

• Senior Associate - Global Corporate Services

  • Apr 1998 - May 2005

  Managed over $56M in assignments, resulting in over $2.2MM in fees to firm Managed analysis team for $200MM headquarters development for major energy firm Lead negotiator for clients on real estate transactions including acquisition and disposition of leased and owned properties Prepared and delivered CEO and CFO level client presentations of market and option analysis to aid in decision process Managed over $56M in assignments, resulting in over $2.2MM in fees to firm Managed analysis team for $200MM headquarters development for major energy firm Lead negotiator for clients on real estate transactions including acquisition and disposition of leased and owned properties Prepared and delivered CEO and CFO level client presentations of market and option analysis to aid in decision process