Lee W. Email & Phone Number

Greater Atlanta Area

Asset Manager

Greater Atlanta Area

Greater Atlanta Area

In this role I am responsible to develop, communicate and supervise the operating strategy for an assigned portfolio of properties with the goal of maximizing total investment returns; demonstrate full command of all aspects of the management of the asset ranging from physical, legal, and operational to market issues; develop an annual business plan.

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Greater Atlanta Area

Norcross, GA

• Selected by company founder to help start an internal special projects team to evaluate new ventures.
• Evaluated asset classes including wood pellets, biomass to electricity, solar, landfill gas, biofuels, large scale desalination, fuel cells, institutional real estate programs, and credit tenant leases.
• Selected venture partners and managed relationships between partners.
• Structured / Proposed term sheets for 3rd party debt and equity investments and negotiated same.
• Managed project assignments with potential business partners.
• Part of team that successfully closed credit tenant lease transaction and solar energy project and sourced venture equity for wood pellet transaction.

Norcross, GA

• Underwrote credit of tenants as integral part of acquisitions due diligence team.
• Supported credit recommendations in investment committee acquisition meetings.
• Reported quarterly to the Asset Management Committee of the Board of Directors.
• Prepared annual budgets for individual assets as part of real estate asset management team.
• Managed the SEC, NASD and state “blue sky” registration process for Institutional REIT, Inc. and Wells Total Return REIT, Inc.
• Portfolio maintained an occupancy rate >94% during the 2007 – 2010 economic recession due to solid credit underwriting of tenants.

Norcross, GA

• Maintained decision authority over all credit decisions related to real estate assets
• Managed several underwriters developing their abilities to meet the credit underwriting group’s objectives
• Monitored and reported to the Board of Directors, changes in the overall creditworthiness of material tenants in the portfolio.

Norcross, GA

• Oversaw all aspects of the product development, execution, and registration of a first-in-its-industry timberland REIT including:
• Researched timberland asset class and communicated its investment characteristics to executives.
• Created and led multi-disciplinary team that structured the REIT product features.
• Performed pro-forma financial modeling for the REIT.
• Developed budget for the registration process receiving executive approval.
• Engaged and led a team of attorneys in crafting registration documents that were approved by the SEC, NASD and all 50 state regulators.

Norcross, GA

• Underwrote the credit of tenants in prospective property acquisitions as well as those already in the portfolio; supported credit underwriting recommendations through the credit approval process, including at the.
• Reviewed various industries for senior management to better understand future performance trends
• Consulted with asset management group regarding levels of security enhancement required to mitigate risk of non-payment by new tenants

• Line position managing a loan portfolio of multi-national companies (“MNC”s) growing it from $750 MM to over $1.5 BN in AUM. Performed credit ratio, strategic & competitive analyses on MNCs supporting recommendations.
• Managed legal review of loan documents by outside counsel to ensure adherence to bank policies.
• Marketed to Fortune 500 clients, primarily targeting CFOs, Treasurers, Asst. Treasurers, and VPs of Finance.

• Estimator of 50+ commercial projects from office buildings to retail centers to a natatorium.
• Created budgets for development project for Childress Klein.
• Field engineer on Atlanta Federal Prison expansion and GA 400 Toll Plaza.

Master Of Business Administration (M.B.A.), Finance

Activities and Societies: • Awarded merit based Emory Fellowship – 85% of tuition • Awarded Hatton Lovejoy Scholarship • Elected First.

Bachelor Of Science (Bs), Environmental Design/Architecture

Activities and Societies: • President of Tau Sigma Delta Fine Arts Honorary Society

Bachelor Of Science (B.S.), Building Science

Activities and Societies: • President of Sigma Lambda Chi Building Science Honorary Society (student-elected position) • Dean’s Advisory.

Education record

Activities and Societies: Key Club