Experience

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  HallKeen Management

  • Atlanta, Georgia, and Boston, Massachusetts

  • Director, Real Estate Strategy and Analysis

    • May 2023 - Present
    • Atlanta, Georgia, and Boston, Massachusetts

    HallKeen is leading property management company with 32 years of experience in multi-family, assisted living, and mixed-use properties along the eastern seaboard from New England to Florida. Our expertise is in the acquisition, development, and/or management of affordable, conventional and mixed-income housing. Clients choose HallKeen to expertly manage lease-ups, new construction, tax credit conversions, stabilized properties and more. I am tasked with development project management, acquisitions, dispositions, and internal feasibility as well as investment valuation, and evaluation.

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  Acacia Realty Advisors

  • Greater Atlanta Area

  • Principal

    • Mar 2008 - May 2023
    • Greater Atlanta Area

    Atlanta, GeorgiaSite Selection for new development leveraging GIS Mapping. Specialty with affordable, workforce, senior, and artist housing. Institutional real estate advisor and valuation/market analysis professional. Market Analysis and Valuation Advisory - Depth of experience in highly demanding institutional investor-quality market analyses and valuations. Acquisitions Advisory - Acquisitions sourcing for renovation and rehabilitation. Tax Credit Advisory - Financial structures, mixed-income/mixed-use strategies, Low Income Housing Tax Credit asset due diligence;Advisory work consists of development and acquisitions sourcing as well as market and financial feasibility analysis. Partial interest, GP-Interest transfers, valuation, consulting. Partnership dissolution consulting. Expert and Material Witness in Litigation. Experience with financial workouts of troubled assets. Valuation of all commercial asset types with a specialty in tax-advantaged assets. Specialize in unusual asset types with Historic Tax Credits and New Markets Tax Credits. Valuation and market analysis on Indian Reservations. Application of novel approaches to problem solving. Market Analysis work consists of evaluation of prospective Low Income Housing Tax Credit developments where upper-tier institutional investor evaluation quality is required. LIHTC Expiring Compliance strategies including Qualified Contract, Yield, and Preservation Strategies. Experience in 40 states in addition to the District of Columbia.Completed work since 2008 in the following states:GeorgiaFloridaSouth CarolinaAlabamaMississippiLouisianaTexasNevadaIllinoisIndianaMichiganVirginiaWest VirginiaNew JerseyArkansasKansasCaliforniaPennsylvaniaMassachusettsNew YorkConnecticutColoradoSouth DakotaNew MexicoMissouriNebraskaOklahoma

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  Boston Financial Investment Management, LP

  • Vice President, Investment Valuation

    • Feb 2006 - Feb 2008

    Atlanta, GeorgiaVice President, Investment ValuationEvaluation of prospective investments for institutional real estate advisor formerly known as MMA Financial. BFIM is among the largest apartment owners in the United States according to National Multi Housing Council's rankings with 180,000 units in 48 states, the District of Columbia, and Puerto Rico. Senior member of the Investment Valuation Team. Completed assignments in Georgia, Texas, Arkansas, Tennessee, Pennsylvania, New Jersey, New York, Minnesota, Washington, DC, and Maryland. Completed an exhaustive trouble-shooting market analysis of Jacksonville, FL apartment market. Engaged and managed third-party appraisal services for foreclosure REO properties.

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  Acacia Analytics

  • Principal and Vendor to MMA Financial (Now known as Boston Financial Investment Management)

    • Sep 2004 - Feb 2006

    Atlanta, GeorgiaFree-Lance Real Estate Appraiser and Consultant. Evaluation of a trouble property portfolio including REO for the implementation of financial workout at MMA Financial. Completed market study for local developer for RFP to propose mixed-use, mixed-income downtown Atlanta redevelopment. Completed independent third-party real estate appraisals for various financial institutions.

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  Cushman & Wakefield

  • Associate Director

    • Feb 2002 - Sep 2004

    Atlanta, GeorgiaSpecialization in brokerage of affordable housing apartment properties. Participated in sale of apartment properties totaling $72 million in value. Evaluated properties on a consulting basis for workout / exit for major Low Income Housing Tax Credit (LIHTC) syndicators. Represented company and industry at speaking engagements nationally.

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  Novogradac & Company LLP

  • Principal

    • Nov 2000 - Feb 2002

    Atlanta, GeorgiaReal estate appraisal and market study services manager. Implemented appraisal and market study practice in Southeast. Notable clients included annual contract to review market analyses for New Jersey Housing and Mortgage Finance Agency, contract to review HUD Rent Comparability Studies for Section 8 contract renewal in Pennsylvania and Michigan, contract with Georgia Department of Community Affairs. Represented division nationally at speaking engagements.

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  Cushman & Wakefield

  • Associate Director

    • Aug 1994 - Nov 2000

    Detroit, MichiganAtlanta, GeorgiaImplemented affordable housing specialty in Midwest while also completing valuation of conventional multi-family, office, retail, and industrial properties. Based on positive performance, relocated to Atlanta office after closure of division in Detroit. In Atlanta Senior appraiser with specialty in affordable housing with completion of assignments in all areas of institutional-grade real estate. Implemented affordable housing practice in Southeast and began serving as national director in 1999. Completed work in 28 states. Awarded top dollar-volume production awards.

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  Terzo & Bologna, Inc.

  • Senior Appraiser

    • Jan 1987 - Aug 1994

    Indianapolis, IndianaSenior real estate appraiser of institutional-grade real estate. Forged career appraising a number of property types including nursing homes, multi-family, office, industrial, retail, mobile home parks, hotels, easements, and other similarly complex and diverse property types. Notable experience working with RECOLL Management, an entity created by the FDIC for commercial real estate workouts for the failed Bank of New England during the Savings and Loan Crisis. Work completed throughout Midwest and New England.