• Manage performance and construction of a $4.0 billion portfolio of equity real estate investments, funds and high-yield debt owned by Principal across the U.S. in major property types.• Select, underwrite, structure and present to committee all new investment and sale activity.• Earn trust and build relationships with joint venture partners and local service providers.• Developed portfolio guidelines and monitor compliance to meet client objectives and manage risk.• Established a risk-adjusted return calc to assess allocations across markets and property types.

Portfolio Manager, 2014–PresentAssistant Portfolio Manager, 2007–2014Portfolio Analyst, 2006–2007• Built earnings forecast and volatility measurement tools to optimize strategy that grew theportfolio 50% and nearly doubled portfolio earnings since 2007.• Analyzed, modeled and launched a new $300 million participating loan program in 2013 and$625 million sustainable asset fund in 2015.• Led a cross-functional team to establish and execute turnaround strategies for 41 distressedassets totaling $500 million that resulted from the Global Financial Crisis.• Created a firm-wide tool to roll-up and filter investment-level modeling assumptions and returns to highlight trends and guide underwriting.• Developed underwriting standards and completed performance reporting for a $2.2 billionportfolio of infill office towers for Australian-client Macquarie Office Trust between 2006 and 2007.

• Completed valuation analysis for +$2 billion in urban/suburban office transactions across the U.S., honed Excel and Argus modeling skills, abstracted leases, created closing statements and traveled to assets during due diligence to perform file review, property tours and interviews.

• Underwrote new development projects, on-boarded new acquisitions, wrote business plans, valued assets, calculated lease profitability and reviewed/modeled budgets across all major property types for a $550 million portfolio located in the southeast U.S. owned by multiple Principal clients.