Experience

BKM Capital Partners

• United States
• Real Estate
• 1 - 100 Employee

• Manager of Transactions

  • Jun 2023 - Present



Bixby Land Company

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

• Director of Administration and Transactions

  • Aug 2020 - Mar 2022

• Transaction Manager

  • Mar 2015 - Aug 2020

  Commercial Real Estate firm/REIT company who owns/operates industrial & office properties, investing, developing/redeveloping, acquiring, & operating in Western U.S. markets; specializing in the design/ transformation of buildings into modern work environments. Manages portfolio strategy & handles all aspects of transactions: leasing/purchase/sale agreements, lease administration/renewals, acquisitions, dispositions, & terminations for the region. Trained Property Managers, an Asset manager, and Acquisitions staff.• Repositioned Bixby as an industry player by closing multiple complex real estate transactions with minimal changes to initial terms; working with transaction parties (e.g. investors/buyers, lenders, brokers, sellers) & implementing a tracking system to ensure completion. • Identifies/selects commercial properties based on portfolio analysis of regional space needs and financial budgets, providing actionable plans that align with real estate goals of portfolio development, market optimization, & resource/cost management for the company.• Monitors marketing, buyer/seller activities, contract negotiations, due diligence process, and closing/post-closing; overseeing the transaction process to ensure adherence to policies/procedures, industry best practices, & legal compliance standards. • Created Shareholder Services program for 200+ investors, leveraging technology, new procedures/ operational processes, and training staff on improving customer service; as a result, increased investor relations/engagement and expanded shareholder base.• Integrated technology systems & improved processes by enhancing policies & procedures, increasing transactional volume by 50%.• Under new CEO, tasked with other managers to conduct bi-monthly department meetings; following up with monthly meetings with C-levels to obtain metrics data of performance, providing opportunities to discuss critical issues & recommend solutions. Show less



LBA Realty

• Real Estate
• 200 - 300 Employee

• Associate

  • Feb 2012 - Mar 2015

  Managed a $2B loan portfolio, building/maintaining lender relationships and reporting to investors & senior management; establishing new loans, refinancing, loan modifications/ workouts, and payoffs/ retirement of debt. • Managed Due Diligence dept., overseeing closing of various funds, acquisitions, dispositions, finance deals, recapitalizations, & joint ventures; working with third parties, brokers, senior management, & staff to close watermark transactions.• Promoted to Associate and given key decision-maker role for the Debt Portfolio Management team, increasing lender relationships and served as a contributor on the Due Diligence/Transaction team in real estate portfolio management.• Grew LBA’s loan portfolio from $750M to $7B in 7 years and completed $1.4B in transactions, including watermark transactions.• Built network of debt/mortgage lenders & brokers, creating relationships that led to favorable terms for borrowers. • Identified market opportunities for re-financings, maturities, and covenants to mitigate financial risk and increase profitability. • Delivered presentations to investors, lenders, & senior management; provided education to staff, investors, & other departments.• Established Financial Analysis & Credit Assessment program, which included financial, business, industrial, & economic analysis to mitigate portfolio risk & reduce volatility in cash flow and valuation.• Project management of valuations, establishing project deadlines, & vetting of property/market assumptions; impacting value, financial strategy, & disposition strategy; providing financial reporting to investors & senior management.• Managed transaction process: marketing, terms negotiation, presentations to Investment Committee, buyer selection, contracts, tours, property/financial information analysis, & closing/post-closing.• Handled legal document & partnership agreements, including establishing funding structure, qualifying sub-entities, and individual SPEs. Show less

• Senior Debt Analyst

  • Feb 2005 - Feb 2012



Federal Realty Investment Trust

• United States
• Leasing Non-residential Real Estate
• 200 - 300 Employee

• Financial Asset Manager

  • Aug 2001 - Feb 2004

  Responsible for managing assets/acquisitions of retail real estate properties, overseeing all aspects of the asset management processes. Manage financial risks, assuring compliance with the Trust’s corporate standards, leading the financial analysis of corporate investments and participating in discussions and transaction rationale. Responsible for managing assets/acquisitions of retail real estate properties, overseeing all aspects of the asset management processes. Manage financial risks, assuring compliance with the Trust’s corporate standards, leading the financial analysis of corporate investments and participating in discussions and transaction rationale.



Lendlease

• Australia
• Real Estate
• 700 & Above Employee

• Asset Manager

  • Apr 1997 - Jun 2001

  Responsible for all asset management duties including delivery of Property Management Services in accordance with Management Agreements and having regard to Industry Best Practices. Showcase environment, carrying out tours to potential clients, industry, other external visitors and other stakeholders. Practiced effective and active asset management including financial performance, cost control, revenue strategies, and debt control. Established relations with local stakeholders to build a wider network. Show less