Managing Director
Current• Executive team member that acts in an advisory capacity in principals’ decision making process.• Recognized expert in strategic 1031 Exchange. Articles and interviews published, conference speaker, teacher and presenter for CLE and informational classes on Structured 1031 Exchange and related topics.• Develop and oversee the execution of customized tax strategy with advisory client and his/her legal and accounting professionals. Strategic property selection, negotiation, due… Show more • Executive team member that acts in an advisory capacity in principals’ decision making process.• Recognized expert in strategic 1031 Exchange. Articles and interviews published, conference speaker, teacher and presenter for CLE and informational classes on Structured 1031 Exchange and related topics.• Develop and oversee the execution of customized tax strategy with advisory client and his/her legal and accounting professionals. Strategic property selection, negotiation, due diligence, structuring and closing process between Buyer, Seller, Lender and their advisors. After tax financial models. Personally structured over $500 million in strategic property acquisitions.• Developed, implemented and currently oversee firm’s Listing Division as a ancillary business. Past clients approached us to sell properties. Rather than send them elsewhere we decided to create our own business model to service these past clients and our joint venture partners. Oversight of processes for agreement negotiation, offering memorandum preparation and dissemination for Seller as well as coordination of negotiation, due diligence and closing process for the sale. Ongoing relationship management with past clients and their advisors. Over $1.5 billion sold by Listing Division since 2003. • Developed generic financial modeling template in MS Excel. Multiple tabbed Excel workbook that takes client specific inputs and generates generic spreadsheets that demonstrate the benefits of Net Lease Capital programs and assist advisory group in client education. Show less