Experience

Transwestern

• United States
• Real Estate
• 700 & Above Employee

• Senior Associate

  • Jan 2023 - Present

  Serving the Healthcare Real Estate market in DFW, Texas, and across the nation.

• Associate

  • Jan 2021 - Jan 2023

  Healthcare Real Estate



CBRE

• United States
• Real Estate
• 700 & Above Employee

• Transaction Manager

  • Jun 2019 - Jan 2021

  Healthcare Account- Responsible for managing a portfolio of 225 active leases, totaling 1.3M SF for Baylor Scott & White Healthcare (BSWH) and HealthTexas Provider Network (HTPN) across the North Texas region and have completed over 100 transactions from 2019 to present.- Effectively prepared and negotiated transactions for new site selections, new leases, renewals, expirations, relocations, terminations, assignments, estoppels, SDNAs, and subleases.- Inherited a portfolio with 35 expired leases; in less than 6 months, brought all leases up to date while maintaining the current workload.- Work directly with hospital campus presidents and CFOs to develop a business strategy for their real estate portfolio on each Baylor campus within North Texas.- Provide fair market value analysis, portfolio analysis, lease summaries, and premises inspections to make recommendations on rent and repairs for the sites Baylor and HTPN have an interest in leasing.- Use analytical metrics such as practice utilization, market rate analysis, and business growth to ensure our client’s real estate space is being used at maximum efficiency and cost-effectiveness.- Manage over 30 construction and shell buildout projects in third party locations, including: collaborating with architects and the project management team, monitoring construction expenses, and collected over $1.5M TI reimbursement for the client.- Work directly with Project and Facility management to ensure timely completion of all projects and that any facility issues are immediately addressed.- Diligently follow Stark and Legal compliance guidelines to ensure Baylor’s liability is reduced.- Gained invaluable insight into building and gaining support for robust real estate business cases while working “in-house” with the client. Show less

• Portfolio Analyst

  • Jun 2017 - Jun 2019

  AT&T Account:- Managed and oversaw $235M of international real estate for CBRE’s 3rd largest client.- Facilitated $49M in Admin transactions globally in 2018 while adding over $4M in value-added savings.- Directed and lead a portfolio synergy analysis for a merger that resulted in $16M of cost savings for the client.- Worked with international brokers and the client to devise strategies for real estate options.- Completed a wide variety of lease types within the portfolio, including electrical, inter-company, movie theater, timeshare, and parking lot leases.- Unique experience with creating discounted-cash-flow models, valuation inputs for various real estate investments, and payback rate analytics for strategic planning.I demonstrated strong business writing skills by preparing engagement letters, LOIs, lease documents, developing presentations, and visualizations for meetings and other written correspondence, critical to the overall success of managing my client’s portfolio.- Monitored portfolio’s AP/AR including monthly financial analysis of building and operational expenses to verify AP/AR are being correctly paid and billed. Show less

• Transaction Accountant

  • Jul 2015 - Jun 2017

  - Participated in quarterly GAAP updates and reviewed to ensure our accounting principles were current and ethical- Reconciled internal outstanding accounts payable balances- Run daily analysis reports for accounts payable to our outside brokers- Research and investigate stale balances for our accounts payable brokers- Performed internal audits over financial statements- Sent invoices and worked with outside brokers to recoup overpayments- Ran daily analysis reports for accounts payable to our outside brokers- Processed and maintained daily refunds to brokers- Timely processed accurate vendor tax setups and invoices used for payment Show less