Development Associate

• Oct 2022 - Present

Principal / Consultant

• Sep 2021 - Present

Asset & Project Manager

• May 2019 - Apr 2021

• Responsible for property oversight including construction management, budget management, strategic direction, and business plan execution throughout the life cycle of each asset. • Managed all renovation projects on our team from project inception to completion. This included the design, financing/budgeting, bid process, and oversite of contractors.

Associate

• Apr 2017 - Apr 2021

• Managed all aspects of the real estate investment cycle including sourcing and underwriting new acquisitions, transaction execution, asset management, and investor reporting. • Conducted due diligence, closing, structuring, and financings of new acquisitions. • Implemented operational improvements on new acquisitions. • Networked with brokers, lenders, operators, and other industry professionals to drive deal flow. • Prepared investment committee memorandums. Monitored and… Show more • Managed all aspects of the real estate investment cycle including sourcing and underwriting new acquisitions, transaction execution, asset management, and investor reporting. • Conducted due diligence, closing, structuring, and financings of new acquisitions. • Implemented operational improvements on new acquisitions. • Networked with brokers, lenders, operators, and other industry professionals to drive deal flow. • Prepared investment committee memorandums. Monitored and reported portfolio results to capital partners.

Analyst

• Mar 2016 - Apr 2017

• Developed detailed discounted cash flow valuation and financial underwriting models on new deals. • Performed strategic reviews of financial statements, forecasts, and key property indicators.

Analyst - Capital Markets

• Dec 2013 - Mar 2016

• Performed variance analyses, forecasting, and proforma modeling on deals upwards of $200M. • Prepared discounted cash flow analysis and projected future market conditions to calculate portfolio returns. • Assisted in collecting and evaluating required due diligence for brokered sales transactions. • Performed variance analyses, forecasting, and proforma modeling on deals upwards of $200M. • Prepared discounted cash flow analysis and projected future market conditions to calculate portfolio returns. • Assisted in collecting and evaluating required due diligence for brokered sales transactions.

Audit Associate

• Sep 2011 - Nov 2013

• Performed testing procedures to analyze investment valuation and classification for over $1B in assets. • Analyzed various financial statements for companies, including a Fortune 500 company, to determine the financial implications related to ongoing business operations. • Performed year-end cash flow analysis testing to assess proper financial reporting. • Performed testing procedures to analyze investment valuation and classification for over $1B in assets. • Analyzed various financial statements for companies, including a Fortune 500 company, to determine the financial implications related to ongoing business operations. • Performed year-end cash flow analysis testing to assess proper financial reporting.