Division leader overseeing asset management and property operations for all opportunity zone funds within the Bridge Development Fund Manager (BDFM) vertical. AUM: $9B

In-house agent responsible for facilitating real estate transaction activity as required by the City's General Services Agency departments. Conducted lease administration for City-and-tenant and City-as-landlord leasehold interests, property acquisitions and dispositions, as well as development planning and management for build-to-suit projects citywide. (Job Code: 4142)Key Contributions:• Served as the City's asset manager for Yerba Buena Center, an 87-acre master-planned complex in downtown San Francisco. • Drafted various legislation for consideration by the County Board of Supervisors and implemented resulting resolutions.• Collaborated with department leaders and associated stakeholders to develop their long-term real estate usage strategies.

A boutique real estate consulting firm dedicated to providing institutional-quality financial analysis and strategic advisory to middle-market property owners and investors nationwide.

Owner’s representative assigned to oversee the on-going operations and financial performance of 10 multifamily properties in six different markets totaling more than 2,100 units. Directed both in-house property management staff and third-party managers in setting rent levels, developing leasing strategies, addressing unit turnover/repairs, and executing capital improvement projects. Laid off due to the economic impact of COVID-19 on the firm’s profitability and growth prospects.Key Contributions:• Monitored key performance indicators on a weekly and monthly basis to identify trends and areas for improvement. • Negotiated terms of Covid-related rent relief and repayment to ensure adequate monthly cash flow to cover financial obligations.• Fulfilled all financial reporting requirements and provided necessary information to lenders and insurance providers.

Acquisitions group leader for a prominent California-based residential property developer tasked with reviving their urban in-fill business unit following the departure of its founding leadership and staff. Charged with formulating and implementing the annual strategic investment plan, sourcing investment opportunities suitable to the firm’s risk appetite, and efficiently closing transactions that helped achieve Trumark Urban’s growth plans and financial objectives. Expected to work closely with company executives across various functional groups to highlight and mitigate deal-specific issues in order to ensure a smooth transition to the asset management team following project financing. Unfortunately, the parent company’s equity partners decided to suspend additional investment and the entire business unit was wound down. Key Contributions:• Maintained relationships with more than 40 local brokers and performed proactive outreach to identify investment opportunities. • Assisted in the preparation of initial product concepts/design and associated preliminary project budgets/pro-formas. • Coordinated with key stakeholders (engineers, planners, government agencies) to meet local development standards. • Led negotiations with property owners from initial pursuit through execution of Purchase and Sale Agreement (PSA). • Supervised all necessary due diligence and feasibility study including analysis of title and environmental conditions. • Partnered with senior leadership to secure outside equity and debt capital to adequately finance new projects.

Primary west coast representative responsible for expanding MFA investment holdings and market presence in San Francisco, Seattle, and Los Angeles, with a focus on acquiring sites entitled for development as office buildings or multifamily properties. Secured and fronted meetings with senior personnel at local development firms in order to discuss similarities in investment objectives, assess potential opportunities to pursue in joint venture (JV), and build the partnership base. Managed all aspects of the investment process, including external relationship management and contract negotiation, as well as all internal communication, evaluation/due diligence, presentation, and closing-process related issues. Key Contributions• Closed two joint ventures with different partners to develop 750+ apartment units in multiple markets, with total development costs of ~$425M. • Sourced more than 200 investment opportunities through on-market and off-market sources. • Collaborated with JV partners to structure deals, negotiation with lenders, and calculate profit distribution waterfalls. • Presented overviews on potential investments to MFA investment committee and senior management from Japan. • Conducted quarterly research on real estate fundamentals, economic trends, and regional demographics in major markets across the western US to help establish and refine the firm’s investment strategy Mitsui Fudosan America, Inc. (MFA), the US subsidiary of Japan's largest real estate company, Mitsui Fudosan Co., Ltd., is a real estate investment and development company headquartered in New York, NY. MFA's investment strategy is to expand our US portfolio by acquiring and developing high-quality office and residential properties in urban centers with outstanding economic and infrastructure fundamentals. Our core markets are New York, San Francisco, Seattle, Los Angeles, Boston and Washington DC.

Commercial mortgage originator responsible for sourcing, structuring, and closing complex structured loans across the western U.S. Performed transaction underwriting and due diligence to gauge investment feasibility within the parameters of various financing programs. Ultimately became the leader of securitized loan origination efforts in the northwest region.• Commercial real estate debt originations, structured finance, business development, client relations.• Closed 14 loans with ten different borrowers totaling more than $870M in initial and future funding commitments.• Performed transaction due diligence and underwriting to gauge investment feasibility within the parameters of various financing programs. Structured 200+ potential loans based on their individual risk-return profiles. • Prepared investment memoranda for review by senior leadership and risk management staff. Drafted 52 credit requests for $3.0B of commercial mortgages, including acquisition, refinance, and bridge funding. • Supervised three analysts to ensure analytical accuracy, project completion, and process compliance. Created innovative process enhancements and training material that significantly reduced analytical cycle time.• Interfaced with external customers, internal risk management, the brokerage community, and other third parties to facilitate the closing process following investment committee approval.

Participated in a highly-selective management training program with then-GE subsidiary, GEMSA Loan Services (now CBRE Loan Services) focused on real property valuation and underwriting across numerous facets of commercial real estate investment. Program assignments included rotations in asset management, portfolio management, and operations, with specific regional focus on properties located in Silicon Valley. Later joined the Global Asset Management group and served as lead portfolio analyst for GE’s wholly-owned US office platform, Arden Realty. Provided full analytical support on a 15 million square foot real estate portfolio with 175 individual properties, including: reviewing lease proposals for office, industrial, and retail space; analyzing net effective rents, investment returns, and tenant credit; modeling discounted cash flow valuations; and producing monthly reports and presentations for senior management.• Directly responsible for the annual asset-level business planning and financial performance of more than 60 individual office and mixed-use properties comprising nearly 1.1 million square feet and 2,500 units across Silicon Valley and the Seattle area. • Secured approval to execute 100+ leases totaling 1.3 million square feet. Improved cumulative property net operating income by $6M/annum, exceeding budgeted expectations by 28%. • Completed sale of 25 office and R&D properties in Seattle and Silicon Valley over nine transactions. Worked with brokers in coordinating due diligence and evaluating potential disposition options to maximize investment returns. • Participated on special projects aimed at increasing efficiency and minimizing operational risk. Developed a website for the US asset management team to facilitate cross-platform communication and information sharing.• Received 16 performance-related awards from numerous team members and senior leaders.