Lead commercial real estate balance sheet lending and credit risk transfer business, responsible for business development, risk management, marketing, and workouts. Oversee origination, underwriting, and asset management of private real estate debt and structured credit, including zero coupon accretion notes, mezzanine notes, and senior secured residual bonds.RVI Group, a Group1001 company, is a leading specialty insurer with a 35-year track record of delivering innovative capital… Show more Lead commercial real estate balance sheet lending and credit risk transfer business, responsible for business development, risk management, marketing, and workouts. Oversee origination, underwriting, and asset management of private real estate debt and structured credit, including zero coupon accretion notes, mezzanine notes, and senior secured residual bonds.RVI Group, a Group1001 company, is a leading specialty insurer with a 35-year track record of delivering innovative capital solutions to real estate owners, developers, lenders, and institutional sponsors. Show less

Co-Lead Portfolio Manager of the Resource Real Estate Diversified Income Fund ($0.5 billion AUM predecessor to the Goldman Sachs Real Estate Diversified Income Fund). Built and led investment and asset management team that executed a flexible income-oriented mandate across real estate equity and debt strategies throughout the United States. Investment structures included limited partnership primaries and secondaries, structured credit, preferred equity, programmatic joint ventures… Show more Co-Lead Portfolio Manager of the Resource Real Estate Diversified Income Fund ($0.5 billion AUM predecessor to the Goldman Sachs Real Estate Diversified Income Fund). Built and led investment and asset management team that executed a flexible income-oriented mandate across real estate equity and debt strategies throughout the United States. Investment structures included limited partnership primaries and secondaries, structured credit, preferred equity, programmatic joint ventures, co-investments and a long-short book of listed equity and mortgage REITs. Target sectors included multifamily, net lease, office, industrial, retail and single-family rental. Instrumental in doubling fund’s AUM after restructuring 3/4 of its portfolio in the first year, which drove consistent sector-leading performance. Fund consistently ranked as the best-performing real estate interval fund (out of 10) by Institutional Real Estate Inc. in both 2018 and 2019, delivering an 8.8% net (10.5% gross) IRR with a 6% covered dividend yield and 3% standard deviation in a challenging 2% treasury rate environment. Resource America is a dissolved wholly owned subsidiary of C-III Capital Partners. At its peak, Resource America was a premier $22.4 billion AUM liquid alternatives asset manager that specialized in real estate and credit investments through a range of investment vehicles, including limited partnerships, joint ventures with institutional investors, publicly traded and non-traded REITs, and interval funds. Show less

Real estate / REIT equity analyst focused on industrial, net lease, office and self-storage sectors.

Real estate / REIT credit analyst focused on healthcare, industrial, multifamily, net lease, office and retail sectors.