Senior Investment Associate

• Dec 2022 - Present

Investment Analyst

• Nov 2021 - Nov 2022

UTEX Storage Partners is led by a group of highly experienced real estate professionals with over 50 years of combined experience in financial management, real estate development, and investment with a self-storage specialization.Our national investment, development, and asset management platform is unique in the industry by virtue of its depth, breadth, and approach. Our team combines the investment acumen and financial sophistication of an institutional asset manager with the knowledge and entrepreneurial spirit of a local operator.The team at UTEX Storage Partners has led private companies, played critical roles at public companies, and has extensive expertise in feasibility, development, acquisitions, and capital formation. Show less

Analyst - Originations - ORIX Real Estate Holdings

• Aug 2019 - May 2021

Supported team of four commercial real estate loan originators through review of non-recourse construction and bridge financing opportunities across North America in the Multifamily, Student Housing, Self-Storage, Single Family Rental, and Hospitality asset classes. Key Accomplishments: • Performed preliminary review, underwriting, loan sizing, and drafting of terms letters for 39 construction and/or bridge financing opportunities, totaling $956.3MM in potential capital commitments for OCU FY 20'. • Performed preliminary review, underwriting, loan sizing, drafting of terms letters and investment committee proposals for 30 construction and/or bridge financing opportunities, totaling $719.04MM in potential capital commitments for OCU FY 20'. Show less

Analyst - Originations - Real Estate Specialties Group

• 2021 - 2021

Leasing & Development Intern

• Jun 2018 - Aug 2018

Generated lease abstracts, leasing reports, and comprehensive property tax reports. Participated in cross-functional team meetings with architects, potential investors, and partners for portfolio review, investment opportunities, and early design of mixed-use developments. Processed Plano, TX office portfolio properties by collaborating with city offices to acquire permit applications and certificates of occupancy. Toured office buildings to all prospective tenants with landlord representation broker. Key Accomplishments: • Successfully discovered and presented plans to raise industrial rent revenues by 80 to 100%. • Built reputation as analytics professional by producing comparative market analysis for industrial properties and presenting to executive level team members. Show less

Retail Brokerage Team Intern

• Jun 2017 - Aug 2017

Maintained up-to-date records by marking up site plans for all DFW retail properties including vacancies, space conditions, ADA compliance, and more. Engaged in direct property marketing and sales, contacting various self-storage companies for potential property investment. Key Accomplishments: • Bid out proposals of cost segregation studies for retail centers that could save the company up to $345K in annual taxes. Delivered executive presentation of proposal to CEO for review and implementation. • Grew executive relationship engaging with CEO in property evaluations in Tulsa and Oklahoma City, OK. Show less