Kurt Pollem, Cfa Email and Phone Number
greenwich, connecticut, united states
Kurt Pollem, Cfa's Location
New York, New York, United States, United States
Kurt Pollem, Cfa's Contact Details
Kurt Pollem, Cfa work email
- Valid
- Valid
- Valid
- Valid
Kurt Pollem, Cfa personal email
n/a
Kurt Pollem, Cfa phone numbers
About Kurt Pollem, Cfa
Counterpointe Sustainable Advisors invests at the intersection of the real estate and clean energy industries through diversified financial offerings that include mortgage, commercial PACE, and other energy financial tools. Our firm is driven to provide solutions that benefit lives by reducing the nation’s carbon footprint and by providing resiliency to infrastructure.
Kurt Pollem, Cfa's Current Company Details
Counterpointe Sustainable Real Estate Llc
View
Commercial Real Estate Finance
greenwich, connecticut, united states
- Website:
- counterpointesre.com
- Employees:
- 17
Kurt Pollem, Cfa Work Experience Details
-
Managing DirectorCounterpointe Sustainable Real Estate Llc Oct 2023 - PresentGreenwich, Connecticut, United StatesSource and invest in C-PACE transactions across all property types, including origination, underwriting, negotiating terms and conditions, running credit committees, and overseeing closing. Oversee all credit rating engagements.
-
Managing Director - Investor EducationDbrs Morningstar Apr 2023 - Sep 2023New YorkLiaised with Morningstar Credit Analytics team to enhance CMBS analytics and reporting tools used by clients to make CMBS investment decisions. Responsible for communicating to investors the mechanics and uses for various externalized credit models. -
Managing Director - North American Cmbs RatingsDbrs Morningstar Jul 2019 - Apr 2023New York, New York, United StatesManager whose role includes chairing committees, CMBS ESG initiatives, CPACE, single-family rental (SFR), Canadian CMBS, unique asset private ratings, ratings quality assurance, project management, methodology reviews/changes, writing commentaries, and industry speaking engagements.
-
Svp - European Cmbs RatingsDbrs Morningstar Oct 2019 - Dec 2019London, England, United KingdomTemporarily assigned to EU CMBS ratings group. Primarily assessed private credit ratings for UK insurance company CRE loan portfolios.
-
Managing Director - U.S. Cmbs RatingsMorningstar Credit Ratings, Llc Oct 2018 - Jul 2019New York, New York, United StatesGroup head responsible for new issuance ratings team.Led effort to successfully introduce new CMBS rating criteria and managed 15-member ratings team through transitional period, resulting in new rating assignments for conduit, CRE CLO, and single-asset, single-borrower transactions.
-
Managing DirectorHannon Armstrong Sustainable Real Estate Feb 2017 - Oct 2018Old Greenwich, ConnecticutCommercial real estate fund that finances energy efficiency improvements, seismic strengthening, and water conservation measures for existing properties and new ground-up construction; partnered with Hannon Armstrong REIT.Perform transaction management for complex C-PACE and equity financing, including origination, underwriting, negotiating terms and conditions, running credit committees, and overseeing closing and surveillance.
-
DirectorGuggenheim Partners Oct 2014 - Aug 2016Greater New York City AreaCo-managed newly formed CMBS conduit platform.• Screened lending opportunities; priced and structured loans ranging in size up to $150 million.• Supervised CMBS loan underwriting practices and authoring of asset summaries; mentored junior analysts.• Determined appropriate loan sizing and reserve features for origination teams to quote; voted in loan credit committees; participated in warehouse lending facility structuring and maintenance.• Built loan tranching and pricing models; issued weekly pricing guidance to origination teams through ongoing market surveillance and interaction with CMBS trading desk.• Provided property valuation expertise to CMBS trading desk; estimated loan loss severities and potential impact on bonds traded for firm’s clients.• Communicated regularly with b-piece buyers and rating agencies to determine best risk mitigation practices for CMBS loans; tracked rating agency treatment of all securitized loans.• Valued an existing small balance commercial lending business as a going concern for a firm-affiliated equity investment.Strong knowledge of S&P, Moody's, Fitch, Kroll, Morningstar and DBRS structured finance criteria.Exceptional oral and written communication skills; advanced Excel modeling skills; proficient in Access, Visual Basic, SQL, Bloomberg, Trepp, Costar, Backshop and Argus. -
Senior DirectorStandard & Poor'S Apr 2010 - Jul 2014New York, Ny• Managed 14-member analytical team, chaired rating committees and developed S&P’s commercial real estate finance ratings criteria.• Evaluated unique commercial real estate-backed securities to determine credit risk and rating methodology including sale-leaseback financings, non-performing liquidating trusts, single-family rental transactions, and transitional asset CDO structures.• Managed relationships with CRE debt issuers and investors through frequent rating methodology discussions, lender origination reviews and conference speaking engagements.• Authored commentaries on S&P criteria changes and CMBS market conditions; determined transaction strengths and risks highlighted in analysts’ published ratings reports.• Completed S&P credit analyst certification program (Corporate, Government and Structured Finance Ratings) in 2009; drafted initial questions for CMBS analyst exam.• Graduated from S&P Leadership Foundations management training program in 2012.• Possess broad understanding of other structured products in ABS & RMBS. -
DirectorStandard & Poor'S Oct 2004 - Mar 2010New York, Ny• Served as primary analyst in the rating of newly issued CMBS and CRE CDO bonds; assessed credit risks; reviewed placement documents; steered rating committees; wrote reports detailing S&P’s analysis.• Developed property valuation and credit enhancement models used to determine S&P ratings; defined micro and macro-economic variables that influence ratings.• Analyzed floating-rate loans backed by transitional real estate assets undergoing re-positioning such as condominium conversions and gut renovations of office buildings.
-
Associate DirectorStandard & Poor'S Mar 2003 - Sep 2004New York, Ny• Re-underwrote CRE property cash flows; determined valuations utilizing direct capitalization and discounted cash flow methods; identified key strengths and risks by researching property market trends, reviewing appraisal reports and conducting management meetings and site visits.• Acquired expertise with all commercial property types including office, retail, lodging, multifamily, industrial, skilled nursing, cold storage, and self-storage assets.
-
Underwriter / Auction ManagerPrecept Corporation Jul 2000 - Jan 2003San Diego, Ca• Performed loan sizing and underwriting involving tenant lease and financial reviews, borrower operating statement analysis, economic evaluation of financing’s market characteristics, determining transaction strengths/risks, and summary report writing.• Underwrote office, retail, industrial, multifamily and hotel property financings totaling $350 million.• Created Online Auction Manager Role; developed and tested protocol for company’s internet-based loan auctions; educated and supported Wall St. lenders in use of company’s website; handled live loan auctions.• Marketed firm’s value proposition by meeting with mortgage brokers and potential borrowers to promote the benefits of company’s services to the lending marketplace. -
Real Estate Securities AnalystPacific Life Apr 1998 - Jun 2000Newport Beach, Ca• Completed surveillance/pricing/holding period return calculations for $3.5 billion real estate securities portfolio encompassing CMBS, REIT secured and unsecured debt and whole loan debt.• Performed re-underwriting analysis and loss given default modeling for CMBS conduit/fusion pools to assess AAA credit risk exposure; contacted special servicers to discuss distressed collateral.• Analyzed REIT companies implementing bottom-up fundamental techniques, from financial statement review to macro-economic research; determined investment strengths/risks used for making debt securities buy/sell recommendations.• Built and maintained sophisticated databases to monitor investments; created presentations to apprise senior management of portfolio performance; gathered and summarized market research. -
Analytics CoordinatorPacific Life Apr 1997 - Mar 1998Newport Beach, Ca• Oversaw portfolio of CRE loans securitized in CMBS transactions for Portfolio Management and Surveillance Group; founded position and created internal processes to implement management directives.• Designed, implemented and managed new remittance process for monthly distribution of loan payments to bondholders; directed procedures with three separate departments within division; built collateral cash flow models to pass through investor payments.• Reviewed and interpreted loan documents, pooling and servicing agreements and loan participation structures; recommended policies and procedures to senior management for efficient execution of loan servicing agreements.
Kurt Pollem, Cfa Skills
Valuation
Portfolio Management
Structured Finance
Investments
Finance
Securitization
Credit
Credit Risk
Loans
Real Estate
Cmbs
Commercial Real Estate
Commercial Mortgage Backed Security
Mortgage Lending
Bonds
Real Estate Economics
Securities
Team Leadership
Lean Thinking
Emotional Intelligence
Kurt Pollem, Cfa Education Details
-
Economics
Frequently Asked Questions about Kurt Pollem, Cfa
What company does Kurt Pollem, Cfa work for?
Kurt Pollem, Cfa works for Counterpointe Sustainable Real Estate Llc
What is Kurt Pollem, Cfa's role at the current company?
Kurt Pollem, Cfa's current role is Commercial Real Estate Finance.
What is Kurt Pollem, Cfa's email address?
Kurt Pollem, Cfa's email address is ku****@****tar.com
What is Kurt Pollem, Cfa's direct phone number?
Kurt Pollem, Cfa's direct phone number is +121273*****
What schools did Kurt Pollem, Cfa attend?
Kurt Pollem, Cfa attended Uc San Diego.
What are some of Kurt Pollem, Cfa's interests?
Kurt Pollem, Cfa has interest in Swimming, Cycling.
What skills is Kurt Pollem, Cfa known for?
Kurt Pollem, Cfa has skills like Valuation, Portfolio Management, Structured Finance, Investments, Finance, Securitization, Credit, Credit Risk, Loans, Real Estate, Cmbs, Commercial Real Estate.
Who are Kurt Pollem, Cfa's colleagues?
Kurt Pollem, Cfa's colleagues are Terry Stark, Terry Stark, Victor Zhang, Dominic Hiltebrand, Michele Pitale, Luke Corrado, Doug Harmon.
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial