Experience

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  Vogt Strategic Insights (VSI)

  • Phoenix, Arizona

  • Project Director

    • Dec 2015 - Present
    • Phoenix, Arizona

• 

  JPMorgan Chase

  • Phoenix, Arizona

  • Real Estate Market Analyst, VP

    • 2003 - Jul 2015
    • Phoenix, Arizona

    Analyzed and reviewed market risk and advised on economic results and long term viability for the national Underwriting effort within Community Development Banking (CDB). Supported $2.5B in commitments within 4 regional portfolios of real estate properties, primarily affordable multifamily. Worked remotely, reporting to Manager and advising 50+ Underwriters and Bankers in various offices across the US. Assessed the reliability of market studies and appraisals. Conducted site visits, property inspections, and comp reviews. Resulted in improvements to underwriting processes and quality of portfolios. Other research projects alleviated credit concerns over specific markets, opening doors to new opportunities.

• 

  Arizona Department Of Housing

  • Phoenix, Arizona

  • Risk Assessment Officer (Underwriter)

    • 2002 - 2003
    • Phoenix, Arizona

    Underwrote and scored LIHTC applications arriving at funding approvals. Created the agency’s first Market Study Guidelines, resulting in improved studies submitted with LIHTC applications and ultimately improving the application scoring process. Reviewed and revised Payment Standards and Utility Allowance Worksheets applicable to the HUD Section 8 Voucher program in two Arizona counties. Trained staff on aspects of market analysis, providing enhanced understanding of underwriting.

• 

  The Danter Company

  • Columbus, Ohio

  • Project Director, VP

    • 1984 - 2002
    • Columbus, Ohio

    Directed all aspects of market study production. Managed staff of 5 to 8 Field Analysts. Focused on affordable housing but studied all types of real estate development including office, retail, hotel, personal storage, senior housing, student housing, upscale multifamily, and single-family. Managed accounts with most of the firm’s major clients including LIHTC equity providers, handling sales, collections, and regularly representing firm at various trade shows. Served as an expert witness for FmHA (now Rural Development).