Independent investment advisor focused on providing research, due diligence, and consulting services to investors and RIAs seeking to invest in illiquid alternative assets such as real estate syndications and other private placements.Advise real estate operators and small businesses in raising capital from investors including review of pitch deck and offering materials, structuring of investment offerings, and ideal capital structure.Personal portfolio includes multiple private placements across the capital stack (equity, preferred equity, convertible debt, traditional debt, warrants, etc.) in various sectors including real estate, health insurance, consumer packaged goods (“CPG”), quick service restaurants (“QSR”), pharmaceutical, and commercial solar, among others.

As a GLG Network Member, I bring 10+ years as an investment professional as both a sponsor/operator and as an institutional money manager.In my current role as partner/Chief Investment Officer/Chief Financial Officer, I am responsible for overseeing all financial aspects of a commercial real estate company (focused on multi-family residential real estate, specifically manufactured housing communities) including investor relations/capital raising, managing lender relationships such as obtaining and negotiating new loans and ongoing compliance requirements, underwriting of new acquisitions, and all finance and accounting related functions (everything from day-to-day bookkeeping functions to annual tax filings).In my prior career, I was a research analyst and assistant portfolio manager for an institutional money manager, with a focus on finding and investing in long-term, tax advantaged investments for our clients. I was responsible for finding and analyzing hundreds of various investment opportunities, primarily commercial real estate loans, negotiating with investment banks and trading desks, and managing our investment portfolio throughout various market cycles.My experience as both a professional investor and a sponsor/operator provides me a unique perspective as I have "sat on both sides of the table". This allows me to provide expert advice that takes into account the interests of all involved parties and provide the most useful information possible to clients.

A $10mm (target raise) real estate private equity fund focused on acquiring and operating value add mobile home parks throughout the Midwest. The Fund seeks properties with the potential to achieve 15-20%+ IRR by filling vacant lots, increasing rents, and improving the overall quality of the community.

Co-owned and operated fifteen mobile home parks and oversaw all financial matters for an additional seven parks spanning five states totalCreated and launched company’s first private equity real estate fund and raised $2.45 million of equitySuccessfully raised $6.5 million of equity for individual mobile home park acquisitions/syndicationsNegotiated and closed $25 million of loans for acquisitions and refinances including a wide variety of loan types, terms, and structures; loan types included recourse bank debt, non-recourse agency loans, lines of credit, seller finance, construction loans, and chattel loansGrew portfolio from 336 lots to 1,135 lotsInstrumental in sale transaction that included Tenancy in Common (“TIC”), multiple 1031 exchanges, and membership transfers which resulted in favorable outcomes for Limited Partners and General PartnersDirectly managed five employees including acquisitions and finance/accounting teamsMaintained all aspects of investor relations, including capital raising, preparation of offering documents, prospective investor outreach, and periodic financial reporting

Assisted with active oversight of two high yield municipal bond funds with $1.0 billion in AUM and one investment grade municipal bond fund with $800 million in AUMDemonstrated proficiency in distressed debt workouts; strategies employed include hiring consultants, negotiating forbearance agreements, installing Chief Restructuring Officers and/or receivers, navigating Chapter 11 bankruptcies and 363 sale processes, and foreclosing on propertiesSupported Portfolio Manager in preparing quarterly and annual reports for funds’ investors as well as executive summary and presentation for funds’ Board MeetingParticipated in presentations to wealth management institutions as part of ongoing due diligence processesTrained two newly hired analysts in all aspects of municipal bond credit analysisMaintained credit analyst responsibilities

Conducted due diligence on hundreds of project finance investment opportunities across the United States utilizing financial modeling, operational evaluations, management meetings, site visits, and review of relevant legal documentsMaintained coverage on non-investment grade and non-rated public finance credits in numerous sectors including special tax and tax increment financing (TIF) districts, senior living, healthcare, charter schools, waste services, paper/packaging, and many other sectors

Owned and profitably operated all aspects of two residential rental properties, including acquisition and disposition of assets, establishment and dissolution of legal entity, negotiation of leases, daily operations and ongoing maintenance, and financial statement preparationAchieved average annual cash-on-cash returns of 13.0% and internal rate of return of 43.7%Created value by adding two bedrooms and one bathroom to property resulting in 50% increase in gross revenues annuallySuccessfully negotiated mutually beneficial buyout of business partner during ownership period

Implemented analytical role for pricing teamPerformed monthly analysis on fixed income securities to reconcile large differences between primary and secondary pricing vendorsCompared security prices and evaluated costs for selection of secondary vendorCreated valuation model for daily valuation of private investment based on change in underlying basket of securitiesCarried out weekly back testing of OTC option and fixed income evaluationsPresented to department on processes, risks, and controls for manually priced securities

Projected finance department year end expenses through analysis of current and historical spending resulting in spending reductionsDeveloped monthly status report of County revenues and expenses to assist senior management with decision making and budget reductionsReconciled multi million dollar operating, tax, and grant accountsReconciled differences in year end totals for annual audit

Collected, analyzed, and presented data of daily teller activity to management resulting in hiring of new tellerTrained seven tellers on new computer systemTrained three newly hired tellers