Real estate investment brokerage. Private and peer-to-peer real estate capital raise, deployment and investment. Representing buyers, sellers, investors and 1031Exchange opportunities.

ExchangeRight is a Sponsor of tax advantaged real estate investments and solutions. Managing ~$7B real estate and securities, we offer a diversified range of offerings and facilitate estate planning, tax strategy and investments.

Maintaining and expanding relationships with broker-dealers, registered investment advisors, family offices and other private distribution channels. Supporting the distribution efforts of the company’s preferred offerings and future products, including tax-advantaged commercial real estate portfolios and solutions.

Asset management and investment advisory services for Minnesota counties, municipalites, cities and school districts. Investment of bond proceeds via RFP process. Client education and participation in industry conferences and events.

Commercial Real Estate sales via wirehouse and independent broker/dealer channels. Represented Black Creek Group at regional forums in partnership with national broker/dealers. Detailed financial analysis and investment allocation for clients with emphasis on education. Chair of the Black Creek Group volunteer committee.

Portfolio construction, asset allocation and management for high net worth individuals. Developed Practice Management strategy for financial representatives, with continued implementation. Member of the Investment Policy Committee.

Wealth management and financial planning. Client service involving performance reporting, portfolio construction, allocation and rebalancing. Market research and analysis for high net worth clients.

Provided daily analysis and reports for fixed income trading and sales activity. Monthly analysis of firm municipal acitivity via MSRB. Reconciliation of trade errors and portfolio positions.