With many years of experience, I specialize in both structured financings as well as refinancings for both residential and commercial properties and have been responsible for the placement of over $2 billion in debt and equity real estate financing. This includes construction loans, permanent mortgages and equity joint ventures. My clients include developers, real estate investors and investment brokers. Our lenders include the correspondent life insurance lenders listed below, as well as open-market lenders including banks, credit unions, wall street conduits, private funds and equity investors. We currently service a portfolio of over $5 billion, with financings located throughout the US including apartments, industrial, self-storage, retail, office, and hospitality.Correspondent Lending RelationshipsAmerican Equity LifeAmerican FidelityAmerican United Life/One AmericaAmeritasBarclaysCorAmericaFirst TechMorgan StanleyPinnacle Financial/Freddie MacPGIM/Fannie MayPPM AmericaProtective LifeRiverSourceStanCorp Mortgage Investors (The Standard)Sun Life FinancialSymetra Life Insurance CompanyThrivent FinancialTIAA Bank (formerly EverBank)Wells FargoWestern and SouthernWoodmen of the World.I currently belong to the Urban Land Institute (ULI), American Institute of Certified Public Accountants (AICPA), International Council of Shopping Centers (ICSC), the Mortgage Bankers Association (MBA), the California Mortgage Bankers Association (CMBA) and the Bay Area Mortgage Association (BAMA), where I am a Past President,
Listed skills include Real Estate Financing, Real Estate, Real Estate Economics, Loans, and 13 others.