Aaron Halfacre, Cfa, Caia Email & Phone Number

Reno, Nevada, US

Los Angeles, California, US

- Responsible for crafting company-wide strategy, driving execution and augmenting business growth- Direct oversight of capital markets activity, with particularly focus on growing assets under management and real estate transaction volume- Voting member of the Investment Committee, which has invested in over $1.4 billion of real estate since 2013

US

- Conducted a strategy review and assessment of a privately held business unit- Provided advice and recommendations to company founders- Built an internalized five person digital marketing agency designed to service multiple business lines

• Leader for 500+ employee firm overseeing all finance, investment and property operation strategy.Executed complex restructuring of a $1.9 billion student housing REIT (Ticker: CCG) with over 40,000 beds across 82.
• Negotiated the completion of a $400 million property portfolio acquisition for cash and operating partnership units.
• Discontinuation of construction and development group that had previously built over 30 assets.
• Successful disposition of land development pipeline for $28 million, delivering a $7 million gain on sale.
• Numerous property recapitalizations and joint venture divestitures in excess of $100 million total value.
• Marshaled an amicable resolution to an activist shareholder campaign, resulting in an enhanced board of directors.

Phoenix, AZ, US

• Plan, develop, lead and execute investor relations strategy for a $8 billion REIT with numerous capital market events including:
• Successful NYSE listing of Cole Real Estate Investments (Ticker: COLE), the second largest net lease REIT and the completion of multiple non-deal road shows expressly targeting REIT dedicated investor ownership.
• Defended against an earlier unsolicited takeover bid and later helped maximize shareholder value in a $11.2 billion pending merger with the predecessor of VEREIT (Ticker: VER) creating the largest net lease REIT in the.
• Coordinated the messaging, media and all communications on a $7.4 billion merger between a Cole real estate portfolio and Spirit Realty Capital (Ticker: SRC).
• Work closely with the President and CFO on corporate strategy, financial and new business initiatives as well advising management on any potential impact to the investors, lenders, industry and the broader market.
• Establish, maintain and nurture deep relationships of trust, confidence, credibility and transparency with institutional investment community across both buy side investors and sell-side analysts.

New York, NY, US

Lead 10-person team accountable for investor & business operations for Global Opportunities/Health Sciences group ($14 billion AUM across seven investment strategies within multiple vehicle types).Sr. Product Strategist for $450 million Health Sciences Hedge Fund and $3 billion long-only healthcare equities distributed to ultra-HNW investors and via a.

New York, NY, US

Requested by Head of Real Estate to assume role of Chief of Staff to coordinate department-wide projects across portfolio management, acquisitions, research, asset management, operations and marketing.Built new product development and structuring effort from conception to distribution resulting in creation of six complex, commingled structures raising.

Newport Beach, California, US

Established a full-scale client-investor infrastructure to service and cross-sell to 300+ REIT investment clients for a $50 million annual revenue business. Generated $1.5 million in new revenue and increased subscription revenue gains by 85% by introducing new pricing paradigms targeted to new client segments via a new business introduction marketing.

New York, NY, US

Cultivated over 25 institutional fixed income and equity mandate relationships with $10 billion AUM (Pensions Plans, Foundations, and Endowments), generating in excess of $2.5 million of annual revenue. Handled all client servicing, new business development and cross-selling activities.Acted as High Yield Product Strategist working directly with the high.

US

Westlake, Texas, US

Mba, Finance

Ba, Accounting