Experience

Ballast Real Estate Partners

• United States
• Real Estate
• 1 - 100 Employee

• Managing Partner

  • Feb 2017 - Present

  Ballast Real Estate Partners sources geographically diverse, multifamily real estate investment opportunities. Our goal is to provide clients with investment options that generate reliable cash flow, build equity through debt amortization and offer potential value creation. Ballast Real Estate Partners specializes in acquiring apartments buildings with 50-100 units in towns and cities across Wisconsin and the Upper Midwest. Our investment strategy seeks to capitalize on pricing inefficiencies inherent in non-major markets by targeting apartment communities that have moderate yet mispriced rents, require capital improvements to increase market competitiveness or have advantages relative to other apartments in the market. Acquisitions are funded with moderate leverage and equity from a select number of investors. Show less



Wangard Partners, Inc.

• Vice President of Capital Markets

  • Mar 2015 - Jan 2017

  Wangard Partners is full service real estate asset management firm focusing on real estate development, acquisitions, syndication, investment real estate brokerage and property management. As Vice President of Capital Markets, my group successfully raised equity that funded over $100MM in new development and acquisition. My team primarily responsible for: • Offering equity interests in new commercial & residential real estate developments and acquisitions to high net worth and institutional investors. • Working with team members to review & refine underwriting assumptions for each investment opportunity. • Producing executive summaries for each real estate investment that synthesized economic & demographic research, analyzed real estate market trends, described project scope & design and forecasted each transaction’s financial performance. • Reviewing private placement memorandum (PPMs) and operating agreements for each transaction. • Designing and implementing a comprehensive investor reporting system. • Customizing investor portfolio performance analytics and monthly property performance metrics. Show less



JP Morgan Private Wealth Management

• Vice President

  • Feb 2011 - Feb 2015

  • Advise a multibillion dollar client base on macroeconomic events, market performance and portfolio asset allocation • Validate high net worth clients' investment objectives and recommend appropriate investment products, including global equities & fixed income, hedge funds, private equity, and currencies • Solicited commitments to global real estate private equity funds • Interpret multivariate model of projected financial market and portfolio returns and volatility • Monitored regulatory and compliance risk for the Wisconsin market Show less



Hillenbrand Partners

• United States
• Banking

• Director

  • Dec 2006 - Mar 2011

  Hillenbrand Partners is a private institutional fund investing in real estate debt products, including commercial mortgage backed securities (CMBS) and other performing and distressed real estate debt • Performed due diligence during acquisition of over $140MM of below investment grade Commercial Mortgage Backed Securities (CMBS) • Evaluated rent rolls, financials, leasing costs, third party reports, broker opinions and mortgage documents for over $3B of U.S.& Canadian commercial real estate assets and forecasted asset level cash flows and values • Collected data pertaining to market rental rates, vacancy, absorption and cap rates for all major property types and incorporated the information into asset specific underwriting models • Oversaw CMBS portfolio surveillance, which includes monitoring property level performance, managing relationships with servicers and developing optimal asset disposition strategies • Valued CMBS portfolio interest rate and currency hedges • Managed investor communications, including writing quarterly investor letters and presentations Show less



Alion Science and Technology

• United States
• Defense and Space Manufacturing
• 1 - 100 Employee

• Program Management Specialist II

  • May 2005 - Dec 2006

  • Sold boats, equipment and armaments of the United States Coast Guard (USCG) to allies of the United States government • Developed pricing data, identified funding sources and provided logistical support for USCG assets sold via foreign military sales (FMS)• Served as liaison between USCG and numerous other government agencies involved in FMS

• Project Management Specialist I

  • Sep 2004 - Sep 2005

  • Provided program management support to Naval Sea Systems, PEO Ships Fleet Support• Gathered and prepared budgetary data for the navy’s surface fleet modernization program• Prepared PowerPoint briefings regarding the surface ship modernization budget for Two-Star Admiral• Responded to requests for proposals for US Government defense contracts



John Hancock Real Estate Investment Group (REIG)

• Real Estate Investment Portfolio Analyst

  • Nov 2002 - Aug 2003

  The Real Estate Investment Group at John Hancock acquires and manages a portfolio of commercial mortgage and equity real estate on behalf of its parent company, John Hancock. • Created and maintained CMBS database profiling real estate colleratal in new issue CMBS conduit deals • Calculated REIG real estate portfolio tenant exposure on a quarterly basis • Analyzed REIG-originated commercial real estate loans prior to securitization • Reviewed loan documents and delivered asset level briefings to real estate portfolio managers Show less



Goldman Sachs Fixed Income Currency and Commodities

• Analyst

  • Jun 2001 - Sep 2001

  Analyst on Commercial Mortgage Backed Securities (CMBS)Trading Desk Analyst on Commercial Mortgage Backed Securities (CMBS)Trading Desk