Experience

NMHC

• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Member

  • 1999 - Present

  Currently serving as a member of the Subcommitte on Equity Investments. Currently serving as a member of the Subcommitte on Equity Investments.



Westdale Asset Management

• United States
• Real Estate
• 300 - 400 Employee

• Director, Business Development & Strategic Marketing

  • Jul 2010 - Dec 2021

  Primarily responsibility for the design and implementation of strategies to source prospective investments and management partnerships. Mr. Smith focuses on building strategic relationships through a variety of client sourcing channels as well as the continued development of Westdale's brand recognition throughout the United States. Primarily responsibility for the design and implementation of strategies to source prospective investments and management partnerships. Mr. Smith focuses on building strategic relationships through a variety of client sourcing channels as well as the continued development of Westdale's brand recognition throughout the United States.



Global Investment Strategies

• Investment Management
• 1 - 100 Employee

• Principal

  • Sep 2009 - Sep 2010

  Company executive and senior investment advisor responsible for the coordination, location, evaluation and selection of potential property assets, either for company/institutional marketing or investment. Arranging first mortgage debt, participating debt and joint-venture equity partnerships, structuring partnerships and corporate recapitalization, as well as raising equity and debt capital as a buy-side advisor. Company executive and senior investment advisor responsible for the coordination, location, evaluation and selection of potential property assets, either for company/institutional marketing or investment. Arranging first mortgage debt, participating debt and joint-venture equity partnerships, structuring partnerships and corporate recapitalization, as well as raising equity and debt capital as a buy-side advisor.



Sterling Equities

• United States
• Real Estate
• 1 - 100 Employee

• Senior V.P. of Acquisitions

  • Dec 1999 - Sep 2009

  Company executive responsible for locating, evaluating, selecting and closing property assets acquired by discretionary opportunity funds. Responsible for arranging first mortgage debt, assumable debt, joint venture equity partnerships and the structuring of JV partnerships, to include asset management, property management and property marketing operations. Serves as the overall asset manager during the transitional phases of acquisition and disposition. Develops JV relationships with national and regional operating partners. Spearheads the committee approval process. Assists the operating partners in raising equity for future investment funds. • Oversaw portfolio valuation, performance measurement and benchmarking. • Supervised/performed underwriting and due diligence of over $2.2 billion of transaction volume. • Acquired for the funds and formulated successfully investment strategies for over 9,000 multifamily units and ten million square feet of commercial office space in eight years. • Established Joint Venture Partnerships and active acquisition/management relationships with over twenty national and regional real estate operating companies encompassing multifamily, office, retail and industrial market expertise. • Realized an aggregate weighted average internal rate of return on investments disposed of to-date in excess of 30%. Show less



Special Operations Low Intensity Conflict (SOLIC)

• Coordinator, Civil Affairs

  • Mar 2005 - May 2008

  Served as the Senior Civil Affairs Specialist (O-6 level) in Stability Operations Division (Stab Ops) within Special Operations Low Intensity Conflicts (SOLIC) at the Pentagon. Advised, provided expertise and guidance to the Deputy Assistant Secretary of Defense (DASD) for Stability Operations on theater and national level Civil Military Operations (CMO) and humanitarian operations by establishing liaison, coordinating policy activities and developing plans IAW international law, treaties and agreements to include: assessing operations and preparing plans concerning current and future Global War on Terrorism (GWOT) interagency initiatives; Formulated policy options with the National Security Council (NSC), Department of State (DoS), and the Office of the Joint Chiefs of Staff (OJCS) for using civil affairs assets in emerging and on-going crises. Advised the SECDEF on requests for DoD support to these operations and monitored the budgetary impact. Authored papers that the SECDEF used in cabinet-level meetings to influence national decisions on the U.S. role in multinational operations. Regularly briefed Congressional staffs on DoD policy, status of current operations and the potential use of U.S. forces. Coordinated with US government agencies, international organizations (IO) and non-government organizations (NGO) to synergize efforts; developed activities; assessed CMO requirements and prepared plans for future Stabilization Operations. Performed other duties, as required. Show less



353rd Civil Affairs Command (CACOM), United States Army Civil Affairs and Psychological Operations C

• Acting USEUCOM & USAREUR Operational Planning Team Chief

  • Jan 2004 - Mar 2005

  Served as the senior specialist and liaison for Civil Affairs Plans, Policy, and Programs and civil military operations (CMO) for both USAREUR and USEUCOM staff sections, having primary responsibility for the USEUCOM/USAREUR WARPLANS, CONPLANS, OPLANS development and Theater Cooperation Security Program. Monitored and coordinated exercise development and planning in USEUCOM /USAREUR for the CACOM and subordinate units. Developed, wrote and monitored programs and policies of all aspects of joint planning to include force development, equipment modernization support, and budget development. Responsible for directing, managing, and overseeing the development, coordination, and production of Civil Affairs plans, policies and procedures for two organic brigades and eight Civil Affairs battalions. Under the Planning Association Program provided Civil Affairs planning and coordination assistance for Civil Affairs units, Unified Commands, other component headquarters and NATO partners. Through extensive contacts and experience, worked with Non Governmental Organizations (NGOs); independently represented the CACOM commander at higher level headquarters to include service component headquarters, CJCS, Unified Command, government agencies in CONUS and overseas. Advised the Commanding General on aspects of the Joint Training System including JOPES and TPPFD actions. Oversaw the command’s Joint Lesson Learned (JLLS) Programs utilizing experience in Joint Operations at the theater level and in Joint Task Force operations. Served as lead instructor and OIC of the NATO CIMIC Strategic Mission Course (Brussels), the SHAPE MATT to Peace Support Operations Course (Jordan) and the inaugurated NATO SHAPE CIMIC Strategic Mission (Lyon) to the European Union (EU). Strategic/Operational Mission Show less



SHAPE Schools

• United States
• Primary and Secondary Education

• Instructor

  • 2001 - 2005

  Served as a senior administrator & instructor for strategic CA and CIMIC planning courses. Served as a senior administrator & instructor for strategic CA and CIMIC planning courses.



Coalition Provisional Authority (CPA)

• Chief of Operations/Economic Development

  • 2003 - 2004

  Finance & Reconstruction Coordinator for CPA South, Iraq to Amb. Paul Bremer, Coalition Provisional Authority (CPA) Administer. Responsible for the inception, formation & leadership of the largest department within regional interim government to coordinate resourses for reviving the economy of southern Iraq. Responsibilities included rehabilitation, reconstruction and oversight of key Iraqi government ministries for 3.5m people across four southern provinces of Basra, Maysan, Dhi Qar and Muthanna. Personally responsible for all public finances, overseeing distribution of US$1.3 billion during period of tenure, including all public sector budgets, salaries and over 400 / US$300 million of lon-term reconstruction projects. Recruited and managed a coalition team of fifty specialists from all economic sectors including oil, essential services, finance, trade & industry, agriculture, health & social affairs. Significant results achieved in stabilising the economy in the south thereby improving security in Iraq’s second city and southern governorates within the British sector. •Third highest ranking official of the interim government responsible for civil administration in Southern Iraq. •Prioritized, coordinated & facilitated $150 million of emergency aid & development programs throughout a four province region. •Supervised the organization & opening of the Iraq National Bank (Basra) and 53 branch banks; distributed in excess of $100 million in payments to stimulate commerce and prevent wide scale civil disturbance, in a timely manner. Show less


353rd CACOM
• G5

  • 1998 - 2003


APC Realty Advisors

• United States
• Real Estate

• Vice President

  • Jun 1997 - Jan 1999

  Investment advisor to institutional and non-institutional clients nationwide arranging first mortgage debt, participating debt and joint venture equity partnerships, structuring partnerships, corporate recapitalizations and Private REITs, as well as raising equity and debt capital as a buy-side acquisition advisor. Detailed investment structuring, sensitivity scenarios, and complex modeling including senior, mezzanine, interim and participating debt instruments incorporating look-back, participation, promoted return and escrow features. Analysis performed from underwriting and investor return perspectives for retail, multifamily, industrial, office, hotel and special property types on a stabilized, value creation and development and re-development basis. Evaluated assets, recommended actions, submitted proposals and arranged various capital structures for investments. Closed on contracts in excess of $200 million and two million square feet of commercial space. Directly advised developers and their CFO/Acquisition Officer, while creating project vision and viability understood by the financial source. Show less



Lexington Partners

• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Vice President, Acquisitions and Marketing

  • Jan 1994 - May 1997

  Selected acquisition candidates, in excess of $50 million, on behalf of clients and firm portfolio. Acquisition analysis included: market research, pro-forma financials, due diligence inspections and purchase price recommendations. Marketing analysis included: supervising and performing area marketing surveys, researching community and property data, presenting results to the senior management and institutional representatives. Developed and implemented marketing plans, which included preparing and distributing, direct mailing activities; corresponded with prospective clients, presenting properties and personal briefings; coordinated and prepared advertisements and press releases. Attended public forums and meetings. Established and maintained company business with national distressed asset servicers and owners, AMRESCO, OCWEN,J.E. Roberts, Lehman and Archon. Joint Ventured and co-invested with institutionally led acquisitions.Prepared recommendations, operational management/marketing bids and subsequently prepared reoccurring reports for regional quasi-federal OREO/REO distressed real estate management entities RECOLL and CARC. Created annual budgets, performed discounted cash flow analysis and formulated hold/sell strategies for assigned properties.Determined through due diligence the current and projected market values of properties for large note portfolio purchases.Developed plans of action for each property and presented briefings to both internal and client approval committees.Developed detailed plan for environmental remediation and disposition of contaminated properties.Negotiated sales and leases for approximately 1.5 million square feet of commercial property. Show less

• Asset Manager & Real Estate Analyst

  • Jan 1992 - Dec 1993

  Supervised daily operations of on-site building management, physical properties and facilities. Prepared and submitted budgets, reports and correspondence to clients, institutions and management. Inspected and evaluated properties. Forecasted property/asset rental rates. Represented owner in tenant leases negotiations. Marketed exclusive properties. Analyzed property financial performance. Prepared common area maintenance (CAM) charge schedules. Recommended and supervised property improvements that increased long-range profits and value.Managed the company's real estate asset management services, including supervision of property managers and brokers.Supervised the operations of fifteen REO New England properties that ranged from multi-family apartments to retail shopping centers, increased occupancy from an average of less than 50% to over 90%.Negotiated lease and sales and recouped approximately $50M in prior write-offs to clients. Show less