Capital call consultant for existing & development projects around the United States for common equity, pref equity and member loans. Advise sponsors, funds and LPs on deal structuring, OA/LPA/JVA, capital raise, financial modeling, asset diligence, research, etc.

Multifamily Acquisitions, Disposition, Financing & Asset Management in Seattle and select West Coast Markets. Created business plan and scoring tool to target select markets. Generated investment decision analysis tools and models for multifamily buy, sell, and refinance strategies in addition to joint venture structures for syndications. Revamped multifamily valuation tool to include key performance indicators, multi tier debt structures, sensitivity/data tables, etc and updated offering memorandum & advisory templates for disposition assignments.

Real Estate Acquisitions & Development. Built excel based financial model for multifamily acquisitions and updated commercial tool for office & industrial acquisitions and development to include sensitivity table and other dynamic functionality. Created offering memorandum to source debt & equity capital. Interact with brokers & lenders to source multifamily (MFTE & market rate) acquisitions. Introduced SMARTCAP to a capital partner that led to over $1M in interest savings on a $32M core plus office acquisition in Bellevue, WA.

Strategic Finance: forecasting & reporting of cloud and on-prem products, ad-hoc (LTV, long range plan, product launch / price impact to forecast, etc) for $2B yearly revenue business. Data analytics, controller and valuation responsibilities. Present to leadership team month end, quarterly and yearly business trends.

Middle Market Corporate Banking: general industries, technology / government contracting / A&D. Debt capacity & working capital analysis, pitch debt creation for treasury and credit products, and key back up to client managers to advise middle market companies between $50MM to $3B annual revenue.

Mixed use / public-private real estate development & advisory. Market research and valuation to support RPF process.

Public / Private Real Estate Development, mixed use and industrial assets. Work with vendors (architects, engineers, etc.) and various third parties on debt and equity capital raising for development projects. Create presentations, budgets, sensitivity analysis and proformas equity and debt draw schedule.

Acquisitions and Joint Venture Development: all asset types in core, value-add and opportunistic investments. Financial modeling, joint venture structure, market research and deal write up for investment committee.