• Directed budget processes for investment asset portfolio and executed investment business plans as designed.• Discussed and recommended fund changes, such as acquiring and disposing of deals to maximize returns and minimize risk for all fund investors.• Forecasted and reforecasted investments’ performance for future quarters within 5% of actual results• Achieved target rental rate increases and expense reductions by altering investment business plans in response to unforeseen challenges and costs.• Ensured timelines, returns, and business plans were reasonable and achievable by reviewing and updating the acquisition team’s underwriting processes.• Led negotiations for a segment of the portfolio, communicating with third-party vendors and new management.• Developed new custom reports for executive leadership and recommended quarterly and final distributions based partnership agreements and the future needs of the assets.• Improved the processes for handling cash calls, tracking equity injections, and external reporting and altered key tracked metrics to identify distressed assets that were previously considered high performing.• Guided unit renovations and recommended changes to ensure business plan adherence, adjusting for changes in the submarket and comps and improving capital spend efficacy as required.• Grew the value of two 240-unit assets by $2M each through effective reduction of required contract expenses and delivering high-level service to all residents.• Led a $1.5M clubhouse rebuild and secured three asset sales totaling 1K+ units.• Effectively executed operational changes, business plans, and fund goals as the team leader for third-party regional managers and internal regional managers.• Decreased the variance between economic occupancy and physical occupancy required to reposition assets for disposition while leading repositioning projects within a highly distressed asset portfolio.

• Oversaw 3,240 units valued at $200M within a 10-asset portfolio. • Met the site’s current and long-term needs and maximized its distributions while managing the cash position.• Managed the insurance claim process for assigned portfolio following fires and natural disasters and produced monthly, quarterly, and ad hoc reports. • Conducted regular market trend research and analysis to identify trends, issues, and opportunities portfolio-wide.• Achieved organizational objectives through efficient coordination of third-party management.• Facilitated monthly investor update and reporting calls, discussing buy, sell, and hold strategies to maximize asset value and ROI.• Served as project manager for a $2M clubhouse rebuilding project, building and maintaining external vendor relationships to ensure adherence to the project budget.• Reduced various operational expenses 7-10% through expert negotiation of portfolio-wide vendor contracts.• Delivered comprehensive metrics across the portfolio by creating and implement new asset management reports.

• Reviewed and finalized third-party management company operating budgets. • Determined renewal and new lease rates and granted concessions as needed to achieve operational and financial goals. • Maintained budget compliance and developed in-depth understanding of operations by executing monthly financial variance analyses.• Reviewed and approved capital projects, addressing partners’ needs and exceptions to better achieve all asset and fund goals.• Monitored loan covenants, investor agreements, and third-party management agreements to ensure continuous adherence to all requirements.• Increased portfolio value $4M through the implementation of minor operational and accounting shifts.• Integrated new operational IT tools as needed to improve overall productivity.