Partner
I conceived, designed, and modeled the entire structure for Reserve Capital Partners. This was a GP investment structured as an individual commitment for each investor to fund a proportionate share of a series of commercial real estate GP investments. I leveraged my extensive list of debt and equity contacts and deep access to commercial real estate investments to create an investment portfolio for individuals. I underwrote each investment, thoroughly evaluating real estate business plans, and I proposed an appropriate mix of LP equity, preferred equity, mezzanine, and first mortgage debt for each acquisition. I negotiated complex joint venture agreements, produced accurate legal materials for fund formation, and underwrote offers, LOIs, and contracts for asset purchases. I recruited, hired, and trained high-performance teams, prepared forecasts and budgets, reviewed legal documents, and oversaw accounting activities. ► At Reserve Capital Partners, I served 25 investors by creating a general partnership investment fund involving the acquisition of office, industrial, and self-storage facilities. ► At OnPointe Capital, I closed an unprecedented amount of business involving the acquisition and operation of skilled nursing facilities. In my role as president, I oversaw acquisitions, financing, and NNN lease negotiations used in skilled nursing operations.► I raised capital, orchestrated joint ventures, and evaluated acquisitions as the leader of the ESmith Companies Capital Markets division.