Brian Halter Email and Phone Number
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Real estate asset management professional with a focus on LIHTC (Low-Income Housing Tax Credit) housing. Experience managing portfolios of both institutional debt and institutional equity investments in LIHTC properties. In that role I’m responsible for overseeing all aspects of the investments including construction/lease-up, stabilized partnership oversight, and reposition strategies involving debt restructuring and general partner/management company substitutions. The individual portfolios I’ve managed typically total ~$300MM of either debt or equity investment and represent total construction costs upwards of $1B. In my prior role at Boston Capital, I managed a team of equity asset managers overseeing a portfolio of approximately 100 properties representing over 7,200 units and total invested equity of $650MM.
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Svp, Assistant Director Of Asset ManagementR4 Capital Llc Jan 2023 - PresentNew York, Ny, Us -
Svp, Portfolio ManagerR4 Capital Llc Oct 2021 - Jan 2023New York, Ny, Us -
Svp, Sr. Portfolio Manager (Debt), Community Development BankingBank Of America Feb 2020 - Oct 2021Charlotte, Nc, Us -
Vice President, Sr. Portfolio Manager (Debt), Community Development BankingBank Of America Oct 2015 - Feb 2020Charlotte, Nc, Us -
Avp, Team LeaderBoston Capital Apr 2015 - Sep 2015Boston, Ma, Us -
Team Leader, Senior Asset ManagerBoston Capital May 2013 - Apr 2015Boston, Ma, Us• Manage a team of three asset managers and finance professionals overseeing Low Income Housing Tax Credit equity investments• Promoted to lead one of two teams that manage single investor relationships, which represent the majority of the company's fundraising and deal placements going forward• Current portfolio is comprised of approximately 100 properties with 7,200 units and total invested equity of $650MM• Oversee all aspects of asset and financial management for portfolio including construction and lease-up monitoring, release of equity installments, debt sizing, refinancings, operational reviews, workout plans, legal issues, and investor watchlist reporting• Develop and maintain strong relationships with developers, management agents, lender representatives and local officials within the portfolio• Conduct site visits to evaluate the physical condition and management of properties• Responsible for the hiring, training, mentoring, performance reviews, and professional development of the team• Member of seven person group selected to help design and develop an expansion of the company’s existing asset management software to improve portfolio-level analysis. Worked closely with software engineers for two years prior to implementing the software company-wide. -
Senior Asset ManagerBoston Capital May 2012 - May 2013Boston, Ma, Us• Manage a portfolio of Low Income Housing Tax Credit (LIHTC) equity investments• Portfolio consists of approximately 50 properties representing over $300MM of invested equity• Responsible for the relationship management of Boston Capital's most sophisticated and valued development partners• Responsible for all aspects of asset and financial management for portfolio including construction and lease-up monitoring, release of equity installments, debt sizing, refinancings, operational reviews, workout plans, legal issues, and investor watchlist reporting• Conduct site-visits to evaluate the physical condition and management of properties• Review requests for investor equity releases and make recommendations for approval• Develop and maintain strong relationships with developers, management agents, lender representatives and local officials within the portfolio -
Asset ManagerBoston Capital Nov 2008 - May 2012Boston, Ma, Us• Manage a portfolio of Low Income Housing Tax Credit (LIHTC) equity investments -
Financial AnalystJpi Aug 2007 - Nov 2008Blacksburg, Va, Us• Responsible for the financial modeling and asset management reporting for Northeast region's operating assets• 2,100 units across six properties totaling over $400MM in production• Analyze properties' financial statements, forecasts, budgets
Brian Halter Skills
Brian Halter Education Details
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Bentley University - Mccallum Graduate School Of Business -
Bentley University
Frequently Asked Questions about Brian Halter
What company does Brian Halter work for?
Brian Halter works for R4 Capital Llc
What is Brian Halter's role at the current company?
Brian Halter's current role is SVP, Assistant Director of Asset Management (Affordable Housing).
What is Brian Halter's email address?
Brian Halter's email address is br****@****aml.com
What schools did Brian Halter attend?
Brian Halter attended Bentley University - Mccallum Graduate School Of Business, Bentley University.
What skills is Brian Halter known for?
Brian Halter has skills like Asset Management, Financial Modeling, Investments, Finance, Portfolio Management, Real Estate, Analysis, Financial Analysis, Budgets, Forecasting, Management, Real Estate Development.
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