Jonathan Needell
President & Chief Investment Officer at Kairos Investment Management Company- Claim this Profile
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Bio
Michael Pedone
Jonathan and I recently closed our first deal together and he and his team at Redwood were an absolute pleasure to work with. His professionalism, integrity, real estate expertise, attention to detail and willingness to personally engage at all times to resolve challenges, went a very long way with our leadership in establishing a strong foundation for a new banking relationship. We at OneWest Bank look forward to working on many more deals with Jonathan and Redwood.
Manny Montanez
As a past board member of CHOC I asked Jon if he would like to serve CHOC as a board member, and he said absolutely. He has brought tremendous skill sets and knowledge in his service to CHOC at Mission and the main CHOC board and more important, he is a loving husband father and friend.
Michael Pedone
Jonathan and I recently closed our first deal together and he and his team at Redwood were an absolute pleasure to work with. His professionalism, integrity, real estate expertise, attention to detail and willingness to personally engage at all times to resolve challenges, went a very long way with our leadership in establishing a strong foundation for a new banking relationship. We at OneWest Bank look forward to working on many more deals with Jonathan and Redwood.
Manny Montanez
As a past board member of CHOC I asked Jon if he would like to serve CHOC as a board member, and he said absolutely. He has brought tremendous skill sets and knowledge in his service to CHOC at Mission and the main CHOC board and more important, he is a loving husband father and friend.
Michael Pedone
Jonathan and I recently closed our first deal together and he and his team at Redwood were an absolute pleasure to work with. His professionalism, integrity, real estate expertise, attention to detail and willingness to personally engage at all times to resolve challenges, went a very long way with our leadership in establishing a strong foundation for a new banking relationship. We at OneWest Bank look forward to working on many more deals with Jonathan and Redwood.
Manny Montanez
As a past board member of CHOC I asked Jon if he would like to serve CHOC as a board member, and he said absolutely. He has brought tremendous skill sets and knowledge in his service to CHOC at Mission and the main CHOC board and more important, he is a loving husband father and friend.
Michael Pedone
Jonathan and I recently closed our first deal together and he and his team at Redwood were an absolute pleasure to work with. His professionalism, integrity, real estate expertise, attention to detail and willingness to personally engage at all times to resolve challenges, went a very long way with our leadership in establishing a strong foundation for a new banking relationship. We at OneWest Bank look forward to working on many more deals with Jonathan and Redwood.
Manny Montanez
As a past board member of CHOC I asked Jon if he would like to serve CHOC as a board member, and he said absolutely. He has brought tremendous skill sets and knowledge in his service to CHOC at Mission and the main CHOC board and more important, he is a loving husband father and friend.
Experience
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Kairos Investment Management Company
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United States
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Real Estate
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1 - 100 Employee
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President & Chief Investment Officer
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Jun 2006 - Present
I joined Kairos in 2006 as its Chief Financial Officer. I am currently the President and Chief Investment Officer. Previously I was also Chief Operating Officer and am responsible for overseeing acquisitions and development activities, investment underwriting and analysis, dispositions, and asset management. I also oversee all strategic and business planning, sourcing and structuring construction, mini-perm, and permanent debt and joint venture equity financing, and lender and equity partner relations. Show less
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STERLING REALTY ORGANIZATION, CO. (SRO)
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Greater Seattle Area
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Director
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Dec 2017 - Present
I am a member of the Board of Directors I am a member of the Board of Directors
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Schnitzer West, LLC
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United States
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Real Estate
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1 - 100 Employee
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CFO - Investment Director
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Dec 2003 - May 2006
I was the Investment Director and Chief Financial Officer of Schnitzer West (formerly Schnitzer Northwest), a commercial real estate investment and development firm based in Bellevue, Washington. While at Schnitzer, I was responsible for the sourcing and structuring of the firm's debt and equity financing as well as its lender and equity partner relations. Additionally I led the creation of a strategic planning model for updated investor reporting as well as other typical day to day CFO duties. I was the Investment Director and Chief Financial Officer of Schnitzer West (formerly Schnitzer Northwest), a commercial real estate investment and development firm based in Bellevue, Washington. While at Schnitzer, I was responsible for the sourcing and structuring of the firm's debt and equity financing as well as its lender and equity partner relations. Additionally I led the creation of a strategic planning model for updated investor reporting as well as other typical day to day CFO duties.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Director - Investment Banking
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Jul 1992 - Dec 2002
I served at Merrill Lynch & Co. as Director - Corporate Finance Group in the Investment Banking Division. I Started at Merrill Lynch in 1992 and held several positions in the Real Estate Group, Investment Banking Division, prior to moving to the Corporate Finance Group in 2000. At Merrill Lynch I developed and maintained client relationships relating to corporate finance products in several focus areas including real estate, media and general industrial. In addition, I worked extensively in capital raising activities and deal structuring and negotiation particularly related to REIT initial public offerings, unsecured debt offerings, secondary and primary add-on offerings, cross boarder and domestic mergers and acquisitions, real estate asset sales, joint venture equity and commercial mortgage backed securities. Show less
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Education
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1988 - 1992
St. Lawrence University
BA, Double Major: Economics and History -
1983 - 1988
Stratton Mountain School
High School
Community
