Petros is a specialty finance company based in Austin, Texas with an emphasis on C-PACE financing and tax credit investments.

Business Development - Originating C-PACE, historic tax credits, and ground lease capital opportunities. Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credits, ground lease capital, and PACE financing. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.

Manage ground up development projects from site identification through construction completionCoordinate with clients, vendors, brokers, and property owners to produce results in a time sensitive manner.Manage transaction process for Class A office users across North and South America.

Create financial models through Excel to evaluate feasibility of real estate acquisitions and dispositions for office and industrial clients in North America, Europe, Africa, & AustraliaReview and summarize tenant leases and articulate issues/concerns in a clear and effective mannerManage and process transactional activities involved in lease and sale transactionsArticulate findings (both pros and cons) of transactions to team members and clients in a professional, thorough mannerAssist in collecting and evaluating required due diligence for real estate transactions; make necessary inquiries to clients to ensure that required information is provided in a timely and effective manner

Manage the delivery of real estate services to clients Track and monitor the day-to-day transaction workload of 5-8 direct reportsManage and negotiate advanced transactions including market optimization activities, site identification and selection, LOI and lease terms, and renewalsCoordinate with account leadership to ensure tracking and reporting of clients deliverablesManage, review, and approve a large volume of all types of transactions Adhere to all state real estate agency requirementsProvide suggestions and best practices for process and technical improvements relating to the transaction processProvide training and on-boarding support of new team members and ongoing development of associates

Negotiate lease terms/rates on behalf of clientsEducate and direct local real estate brokers, contractors, and vendors to ensure projects are completed on timeNegotiate LOI and lease terms on behalf of clientsDevelop and manage relationships with clients, retailers, banks, restaurants, and other retail usersExecute roll-out of multi-store expansion programs including deal negotiation and lease executionProcess lease extensions, terminations, subleases, and dispositionsAssist in the preparation of market and demographic information for use in presentations and meetingsDevelop critical dates and deadlines for all assignments, maintain transition checklists, communicate deadlines with clients, vendors, and other stakeholders

Manage commercial real estate leasesConduct audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations; thoroughly review, interpret, and analyze all charges for accuracy, in accordance with lease documents. Directly responsible for dispute resolution with landlord for any identified discrepanciesReport audit findings, along with recommended actions to the clientReview all other client-partner invoices in conjunction with lease requirements and ensure back-up documentation is in place and all calculations are correct; conduct negotiations with landlord in the event invoices amounts are incorrect and require further discussionConduct negotiations on behalf of clients Review Estoppels and Subordination Non-Disturbance Agreements against the lease terms; negotiate with the landlord of behalf of the ClientPrepare accurate lease abstracts and/or perform quality control data audits of documents including updating and maintaining all lease information Design, produce, and provide to Client, timely and accurate review of monthly/quarterly financial reports, identify and record savings, identify exceptions, investigate causes of exceptions, and recommend solutions to prevent further errorsCommunicate with field personnel. Draft lease correspondence and notices to landlords; ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreementsEstablish task priorities and create schedules for portfolio objectives. Review and approve expenditures. Provide final review of all major re-occurring initiatives (i.e. budgets, business plans, monthly, quarterly, and annual reporting, etc.)Coordinate activities with other divisions and Client entities including Brokerage, Facilities Management, Construction/Design, legal, insurance, etc.Continuously seek business expansion opportunities with existing clients and develop those opportunities

Ensured accurate and timely distribution of proxy and prospectus materials in order to maintain compliance with SEC regulations.

Rotational training program in the operations department of Wells Fargo Advisers.

File commercial property tax appeals to the board of equalization for various municipalities and Court of Appeals.