Arranged mortgage debt and equity capital on over 150 commercial properties in excess of $700 million for some of Dallas’ foremost real estate developers. Substantial experience with construction/interim bank debt as well as permanent loans, structured finance and note purchases/workouts. Negotiated sales contracts and joint venture equity partnerships on behalf of borrowers in addition to structuring mezzanine loans and partnership buyouts. Provided guidance to borrowers on leasing strategy, property acquisitions/valuations and helped solve financial and legal challenges by offering forward thinking solutions. Designed, wrote and guided the production of company marketing materials and corporate website.

Development of origination relationships within the southwest Bank One system and underwriting duties. Loan origination concentrated on Fannie Mae DUS and Fannie Mae LIHTC opportunities.

Performed due diligence on a $235 million, 38-property multifamily portfolio acquisition located in New York, Florida, New Jersey and Pennsylvania.Underwrote acquisition of a $120 million, 700-unit multifamily/retail property in midtown Manhattan. Conducted underwriting analyses of Fannie Mae DUS, conduit, construction, bridge and mezzanine loans.

Performed due diligence on the largest single borrower closing in 1996 for Freddie Mac, a $77.7 million portfolio of 11 multifamily properties in Texas, Oklahoma and Arizona.Successfully completed underwriting due diligence on $175 million of Fannie Mae DUS and Freddie Mac multifamily loans generating total fee income in excess of $2 million.