Expert in seniors housing finance for two decades at JLL (2015-2020) and predecessor organizations Glaser Financial (2001-2005), MMA Financial (2005-2009) and Oak Grove Capital (2009-2015).♦ Loan origination, structuring & underwriting for transactions ranging is size from small, single property originations (<$5 million) to large multi-property portfolios ($100 million+). ♦ Closed more than $5.0 billion in loan volume utilizing primarily Fannie Mae, Freddie Mac, and FHA programs, including both direct lending and bond credit enhancement programs.♦Advised owners and investors on acquisition and development opportunities taking into consideration market factors, revenue potential, investment returns and disposition targets. ♦Transactions provided new construction & acquisition funding as well as funding to refinance existing maturing loans. ♦Assisted borrowers with evaluating and securing equity funding, including equity provided through the Low Income Housing Tax Credit (LIHTC) program.

Real estate market research firm serving primarily Minnesota and the surrounding states. ♦ Pursued efforts to expand the firm’s geographic market share and products. ♦ Presented research and participated on panels at industry events.♦ Completed comprehensive market studies for the Minneapolis Public Housing Authority and the Housing Authority of the City of Milwaukee evaluating the viability of their seniors housing portfolios.

Boutique consulting firm with a national presence specializing in market and financial feasibility research for the seniors housing and affordable housing industries. Firm was later acquired by ZA Consulting.♦ Completed over 250 seniors housing market feasibility studies nationwide for proposed new construction projects, market repositionings and portfolio acquisitions. ♦ Developed financial models to evaluate feasibility of proposed seniors housing projects and completed over 100 financial feasibility studies for not-for-profit and for-profit sponsored continuing care retirement communities (CCRCs) and rental projects (independent living, assisted living and memory care). ♦ Assisted Fannie Mae with the development of its new seniors housing lending platform and completed over 50 market and management competency reports for lenders originating loans under this program. ♦ Conducted seniors housing market research for numerous affordable housing owners/operators, including LIHTC project sponsors and several of the Nation’s largest public housing authorities.