Experience

Principal Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Senior ESG Analyst - Commercial Real Estate

  • May 2021 - Present

  • Conduct research and investigation into industry trends, best practices, and ESG topics. • Assist properties in obtaining and renewing green and healthy building certifications. • Analyze environmental performance data including energy, water, and waste utility consumption and costs; benchmark performance; and monitor and interpret performance trends. • Support identification and coordination of ESG projects and initiatives at property and portfolio levels, including efficient… Show more • Conduct research and investigation into industry trends, best practices, and ESG topics. • Assist properties in obtaining and renewing green and healthy building certifications. • Analyze environmental performance data including energy, water, and waste utility consumption and costs; benchmark performance; and monitor and interpret performance trends. • Support identification and coordination of ESG projects and initiatives at property and portfolio levels, including efficient technology deployment, implementation of operational best practices, and strategic outreach campaigns. • Create annual reports, white papers, marketing fact sheets, presentations and trainings, and other stakeholder engagement materials. • Provide support for industry reporting initiatives, such as GRESB, CDP, UN PRI, GRI, TCFD; and regulatory requirements such as SFDR, EU Taxonomy, and UK Stewardship Code. • Respond to Requests for Proposal and participate in client due diligence meetings. • Implemented climate risk analysis process for all new property and development site acquisitions, coordinated portfolio-level climate risk analysis for nine funds, engaged portfolio managers on climate risk review and resiliency planning. • Analyze physical and transition climate risk for all new property and development site acquisitions. Engage property and asset management teams on developing risk mitigation plans. • Assist with expansion of ESG Platform, including updating policies, marketing materials, procedural documents, and staff training. • Presented an ENERGY STAR webinar on water and waste savings strategies • Participate in industry organizations and working groups including the CREW ESG Council, NCREIF ESG Task Force and ENERGY STAR Leadership Working Group.

• Senior Acquisitions/Dispositions Analyst - Commercial Real Estate

  • Jan 2017 - May 2021

  • Underwrite an annual average of 300 multifamily, retail, office, medical office, and industrial properties for acquisition using Argus Enterprise and Excel • Value properties based on historical financials, contractual income and expenses, property characteristics, market factors, economic trends • Identify properties that meet client investment requirements including internal rate of return/discount rate, post-promote return, cap rates, yield on cost, gross income multiplier, and debt… Show more • Underwrite an annual average of 300 multifamily, retail, office, medical office, and industrial properties for acquisition using Argus Enterprise and Excel • Value properties based on historical financials, contractual income and expenses, property characteristics, market factors, economic trends • Identify properties that meet client investment requirements including internal rate of return/discount rate, post-promote return, cap rates, yield on cost, gross income multiplier, and debt service coverage ratio, among others • Improve underwriting accuracy and efficiency by adding macros to valuation models, testing new versions of Argus Enterprise to determine improved functionality, and compiling transactional terms • Analyze association documents, leases, recovery audits, leasing trends, tax reassessment trends, and market trends • Complete hold/sell analysis for dispositions, calculate client returns and joint venture partner promotes • Prepare presentations for investor and educational use