Dave Loeffel, Cfa

Dave Loeffel, Cfa Email and Phone Number

CEO / Highlands Residential @ Highlands Residential
Dave Loeffel, Cfa's Location
Marietta, Georgia, United States, United States
Dave Loeffel, Cfa's Contact Details
About Dave Loeffel, Cfa

Dave Loeffel is the CEO of Highlands Residential. Highlands Residential develops, owns and manages age exclusive rental communities. As a board member of the Atlanta Real Estate Collaborative (AREC), Dave has been integral to addressing the housing needs of homeless individuals in Atlanta. As part of that effort, he spearheaded Open Doors’ Limited Rent Guarantee to reduce risks and increase program participation by owners. His strong ties in Cobb and Gwinnett counties helped Open Doors enter those difficult-to-penetrate markets. Dave began his real estate career at Walton Communities working in various aspects of the business starting with property management and maintenance before working with the chief financial officer in all financial activities. Dave created Walton Communities’ affordable housing business platform building partnerships with various housing authorities in the state. Dave also serves on the Georgia Affordable Housing Coalition and the PTF Board of his children's school. He is involved in the mentor programs at Georgia Institute of Technology and Emory’s Goizueta Business School. Dave received an MBA from Emory’s Goizueta Business School in 2011. He earned a bachelor’s in industrial engineering from Georgia Tech and is a chartered financial analyst (CFA). He lives in East Cobb with his wife three kids.

Dave Loeffel, Cfa's Current Company Details
Highlands Residential

Highlands Residential

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CEO / Highlands Residential
Dave Loeffel, Cfa Work Experience Details
  • Highlands Residential
    Ceo
    Highlands Residential Oct 2018 - Present
  • Kemp Capital Llc
    Managing Member
    Kemp Capital Llc Aug 2007 - Present
    Us
    I began becoming more interested in and more disciplined with my investing in the second half of 2007. I have learned so much and look forward to learning more. Two of my favorite investors are Walter Schloss and Seth Klarman, great students of Graham and Dodd both. My two requirements for anything I invest in are 1) Buy at a discount to value and 2) Buy at a discount to knowledge.• Worked on a two person team to achieve the highest risk adjusted return in Emory University’s Hedge Fund competition; Winter 2010• Obtained CFA Charter in September of 2012
  • Walton Communities
    Principal - Affordable Housing Investments
    Walton Communities Jun 2015 - Sep 2018
    Atlanta, Georgia, Us
  • Walton Communities
    Managing Director Of Affordable Housing
    Walton Communities Oct 2011 - Jun 2015
    Atlanta, Georgia, Us
    Identify opportunities to develop demand for our inventory of Georgia State Tax Credits. Help establish the processes necessary to make our State Tax Credit investment business more systematic and scalable in order to grow our business.Manage the development process from site acquisition through construction completion and stabilization and arranging the tax credit equity and construction and permanent financing for real estate developments.
  • Walton Communities
    Equity Partner And Director Of Affordable Housing Development
    Walton Communities Mar 2007 - Sep 2011
    Atlanta, Georgia, Us
    Manage the development process from site acquisition through construction completion and stabilization and arranging the tax credit equity and construction and permanent financing for real estate developments.• Built network to establish corporate reputation and meet potential clients through active involvement in industry organization and its committees resulting in multiple referrals and development partners• Successfully competed for RFQs from industry partners and government agencies resulting in $78 Million in equity and soft debt financing• Managed closing process by coordinating the design, financing, construction, and property management for projects ranging in size from $6 Million to $33 Million ($170 Million total)
  • Walton Communities
    Assistant To The Cfo
    Walton Communities Sep 2003 - Mar 2007
    Atlanta, Georgia, Us
    • Developed models used in the acquisition of land, rehabilitation, and new construction• Managed the process of selecting, implementing, and training for a new property management and accounting software system
  • Walton Communities
    Leadership Development Program
    Walton Communities Mar 2003 - Sep 2003
    Atlanta, Georgia, Us
    Worked in the maintenance, property management, and construction departments to learn the fundamentals of multi-family development business.
  • Goizueta Business School
    Mba Graduate; Finance
    Goizueta Business School Sep 2007 - Jan 2011
    Atlanta, Ga, Us
    Evening student in the MBA Program at Goizueta with a focus on investing and finance.
  • Accenture
    Analyst
    Accenture 2000 - 2003
    Dublin 2, Ie
    As an analyst with Accenture I worked with BellSouth on a training team developing web enabled training solutions for new systems being implemented. My responsibility was to create the training delivery system (database driven web pages) and also to write the actual training material.During my tenure with Accenture I had the opportunity to take a one year sabbatical. So, while the profile says that I worked for 3 years with Accenture, 1 of those years was spent in a Segovia, Spain, studying Spanish.

Dave Loeffel, Cfa Skills

Real Estate Real Estate Development Strategy Finance Mergers And Acquisitions Financial Analysis Investments Management Valuation Marketing Business Strategy Private Equity Tax Credits Due Diligence Portfolio Management Leadership Business Planning Property Management Lihtc Real Estate Transactions Financial Modeling Asset Management Affordable Housing Real Estate Economics Equities Hedge Funds Commercial Real Estate Valuation Analysis Chartered Financial Analyst Venture Capital

Dave Loeffel, Cfa Education Details

  • Emory University - Goizueta Business School
    Emory University - Goizueta Business School
    Business
  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Industrial And Systems Engineering
  • Marietta High School
    Marietta High School

Frequently Asked Questions about Dave Loeffel, Cfa

What company does Dave Loeffel, Cfa work for?

Dave Loeffel, Cfa works for Highlands Residential

What is Dave Loeffel, Cfa's role at the current company?

Dave Loeffel, Cfa's current role is CEO / Highlands Residential.

What is Dave Loeffel, Cfa's email address?

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What is Dave Loeffel, Cfa's direct phone number?

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What schools did Dave Loeffel, Cfa attend?

Dave Loeffel, Cfa attended Emory University - Goizueta Business School, Georgia Institute Of Technology, Marietta High School.

What are some of Dave Loeffel, Cfa's interests?

Dave Loeffel, Cfa has interest in Education, Economic Empowerment.

What skills is Dave Loeffel, Cfa known for?

Dave Loeffel, Cfa has skills like Real Estate, Real Estate Development, Strategy, Finance, Mergers And Acquisitions, Financial Analysis, Investments, Management, Valuation, Marketing, Business Strategy, Private Equity.

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