Seasoned portfolio manager overseeing multiple single-family home investments for large, institutional third-party asset managers and Amherst balance sheet funds. Specialize in implementing diverse fund strategies, including core stabilized portfolios, tax-advantaged funds, and value-add portfolios consisting of developing scattered site properties and purpose-built single-family rental communities.Skilled in fostering strong relationships with stakeholders and delivering data-driven insights to support investment decisions.

Real Estate brokerage firm that specializes in Houston apartment locating and home purchases.

Senior manager staffed on one of the largest clients in the practice group. Manage six person team that provides tax structuring for real estate acquisition and disposition in the United States, Brazil, India, and Mexico. Build financial models calculating after tax project and fund returns. Oversee and manage all aspects of Real Estate Investment Trust (REIT) organization, operation, distribution, and compliance functions. Provide guidance and oversight on tax returns.

Part of successful Tishman Speyer team which generated hundreds of millions of dollars in tax savings for investors (e.g. $43.8 million for one investor in one deal alone) which EY purchased to consult on their real estate clients’ accounts and add value.

As part of the equity raise function, conducted extensive financial modeling of investor level after-tax returns of core, value add, and development properties for potential syndication partners.o Assisted Tishman Speyer, joint venture partners, and syndication partners in the structuring of investment vehicles to achieve the greatest after-tax cash returns. o Created fund and investment legal structures and accompanying transaction step charts for investors. o Syndicated and structured a $1.0B investment fund.o Essential member of a small team that syndicated and structured a $3.2B development in Hudson Yards.As part of the asset management function, built hypothetical sale models calculating liquidating distributions, gain on sale, and after tax returns to third party investors and Tishman Speyer.Developed quarterly REIT testing procedures and excel templates analyzing property trial balances and investor ownership to track compliance with complex REIT tax rules streamlining the compliance process.

Providing Tax Diligence for Private Equity CompaniesConsulting on BankruptciesPerforming Earning and Profits and Stock Basis Studies

Also at New York University earning a LL.M. in taxation.

Asset Management and Estate Planning