Brett K Email & Phone Number

Los Gatos, California, Us

• Support financial relationships with investors, JV partners, lenders and accountants.• Responsible for financial and accounting functions of firm.• Raised debt and equity with team to build over a million square feet of spec office in Silicon Valley.• Work with Property Managers, Development Managers and Partners to maximize value of a 2 million square foot commercial real estate portfolio located in the Bay Area.• Manage firm assets, including bank accounts, joint ventures and entities/LLCs held in separate real estate SPEs.• Work with partners on a regular basis to help manage and oversee daily accounting operations.• Review investment materials, sit in on conference calls and attend partner meetings• Responsible for assisting with the Financings, Accounting and Tax for various SPE entities • Review financial information/underwriting, sit in on partner meetings to formulate investment and execution strategies.

Elected by peers as 2023 President of NAIOP Silicon Valley. NAIOP Silicon Valley is the leading organization for developers, owners, investors, asset managers, brokers, and related professionals in office, industrial, R&D, and mixed-use real estate in Silicon Valley.

San Francisco, California, Us

• Responsible for managing a $400MM portfolio of senior & subordinated debt investments to various developers, investors and private equity firms. Duties include property due diligence, underwriting, structuring, cash flow modeling, tenant (credit) analysis, internal transaction presentation, term sheet formulation/negotiation, documentation, closing and ongoing servicing (quarterly reporting, draw funding, lease approvals etc.).• Underwrote/closed $860MM in financing across office, industrial and retail product types located throughout the United States via recourse/non-recourse structures. Additionally collaborated with CRE team members across platform to opportunistically acquire three large loan pools from bank and non-bank financial institutions. Financing types included senior secured debt, unsecured debt and preferred equity.

San Francisco, California, Us

• Fully underwrote customized debt to institutional real estate clientele. Proficiencies included in-depth cash flow modeling, sensitivity analysis, tenant (credit) analysis and loan sizing/structuring.• Analyzed historical financial statements of various companies by assessing a company’s operational strength and weaknesses including leverage, liquidity, cash flow, earnings, availability of collateral, and ability to service debt.• Annually completed 6 comprehensive financial reviews on both large private developers and publicly traded REIT’s comprising approximately $10.0 billion in aggregate asset value.• Completed the modification/restructuring of $538.7 million in debt across multiple asset classes/locations.• Managed/monitored a portfolio of loans totaling over $250 million on a quarterly basis.• Assisted in the underwriting of $2.45 billion of debt ($1.40B hold) across the construction, A&D, line of credit, syndicated/participated product spectrums in both recourse and nonrecourse structures. Product types underwritten include land, retail, industrial, biotech, office, single family and multifamily.• Worked with Eastdil Secured and Wells Fargo Securities in successfully taking two REITs public and underwriting two syndicated lines of credit totaling approximately $450 million. Additionally aided in the completion of multiple secondary equity offerings across four REITs spanning the Biotech, Office, Retail and Net Leased product spectrums.• Underwrote/re-cast four syndicated transactions to three publicly traded REITs totaling $1.58 billion in commitments.

La Jolla, Ca, Us

• Assisted in the allocation of $1.7 billion of the firm’s $2.5 billion in capital by analyzing/summarizing the effectiveness of algorithmic trading strategies driven by regressions, DSP, FFT and other quantitative mathematical processes.• Conducted managed futures and hedge fund research via Bloomberg terminals and proprietary industry databases while maintaining systematic contact with over 400 emerging and established Commodity Trading advisers (CTAs), Commodity Pool Operators (CPOs) and Hedge Funds.• Provided derivatives account maintenance, trade execution/reconciliation, account margin analysis and occasional FCM “back office” functions. Execution (platform) providers included Goldman Sachs and MF Global spanning CME, CBOT, LME as well as other international derivatives markets/clearinghouses.

St. Louis, Mo, Us

•Branch office administrator for a full-service retail investment firm serving: Income Based Clients, High Net Worth Individuals and Retirement Accounts.•Offered day-to-day personal assistance to Broker and Limited Partner.

Washington, Dc, Us

Support of military programs/operations.

Bba, Finance & Real Estate

Financial Analysis, Credit Analysis, Capital Markets, Lending, Financial Modeling