Experience

Providence Real Estate, LLC

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Asset Manager

  • Jul 2019 - Present



American Realty Advisors

• Real Estate
• 100 - 200 Employee

• Vice President

  • Jan 2018 - Jul 2019

  Asset management responsibilities for 1,500 multifamily units that are wholly-owned by ARA’s core fund. These assets are primarily Class A, mid-rise and high-rise buildings with a retail component, located in downtown markets throughout the US. Asset management responsibilities include interacting with third-party management teams to operate and ensure performance of the asset which includes revenue management with Yieldstar, review of monthly financial reports, weekly operation meetings, capital project monitoring and approval, quarterly onsite inspections, risk management reporting and claim resolution, quarterly valuations, coordination of real estate tax reviews and appeals, and annual budget and business plan preparation which may include hold/sell analysis. Also have asset management oversight for an additional 625 multifamily units that are owned in joint-ventures - these assets are either new construction or value-add renovations. Responsibilities include assisting the acquisitions team with the feasibility, underwriting and due diligence of these assets and then asset managing same assets during construction and/or renovation. Interactions include weekly contractor/architect meetings, monthly draw reviews, develop status reporting to executive team, design review and approval as needed, monitoring market trends in terms of competing development pipeline, quarterly valuations, debt and guarantor compliance, change order review, the review of inspecting architect and accounting reports, and marketing initiatives for leasing and website design. Special initiatives include smart-home tech and access control integration, the enhancement of existing internet/cable service contracts, expanded amenity programs, and parking occupancy solutions. The mentoring and training of associates is also part of ongoing responsibilities.



Hunt Companies, Inc

• United States
• Real Estate
• 300 - 400 Employee

• Vice President

  • Jan 2013 - Jan 2018

  Primary responsibilities included the asset management and disposition of various fund and Hunt-owned multifamily, office and retail investments with a focus on core, value-add and development. Additional responsibilities include the authoring of private placement memorandums and related business development materials; the sourcing, underwriting and due diligence of multifamily development opportunities; and former portfolio management responsibilities for a global financial institution with real estate fund investments in the office and industrial sectors.



State Street Global Advisors / The Tuckerman Group

• Vice President/Principal

  • Oct 1998 - Dec 2012

  Responsibilities included the sourcing, structuring, financial modeling, underwriting, due diligence, financing and asset management of real estate investments on behalf of fund and separate account clients. Investment strategies included development, adaptive-reuse, historic redevelopment, value-add, and core-plus. Asset classes included office, retail, “for-sale” condominiums and multifamily. Responsibilities also included portfolio management responsibilities for a global financial institution through Tuckerman affiliate Carpathia Real Estate Advisors.



Kensington Realty Advisors, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Associate

  • Mar 1997 - Oct 1998

  Primary responsibilities included the financial modeling, underwriting, due diligence, acquisition and development of industrial and multifamily assets on behalf of separate account clients. Investment strategies included core, core-plus, and development with a focus on sale leasebacks structures. Primary responsibilities included the financial modeling, underwriting, due diligence, acquisition and development of industrial and multifamily assets on behalf of separate account clients. Investment strategies included core, core-plus, and development with a focus on sale leasebacks structures.



JLL

• United States
• Real Estate
• 700 & Above Employee

• Analyst

  • Apr 1991 - Mar 1997

  Primary resposibilities included confidential, firm level, strategic initiatives including corporate mergers and acquisitions, dispositions, and firm’s IPO; also assisted in the development of various fund investment vehicles and participated in analyst pool in a variety of disciplines including acquisitions, asset management, and tenant representation; also provided accounting support for firm owned portfolio. Primary resposibilities included confidential, firm level, strategic initiatives including corporate mergers and acquisitions, dispositions, and firm’s IPO; also assisted in the development of various fund investment vehicles and participated in analyst pool in a variety of disciplines including acquisitions, asset management, and tenant representation; also provided accounting support for firm owned portfolio.