Asset management for a multi-family portfolio in Seattle and Salt Lake City. Also help out on multi-family development and acquisitions.

• Lead construction loan administration for three senior housing developments totaling over $130M in asset value• Created and managed quarterly asset management and investor relations reporting for $480M office, industrial, retail, and senior housing portfolio• Financial modeling (including joint ventures), due diligence, and market research on over $200M of value-add and core closed acquisitions• Created process for evaluating senior housing land sites, including financial modelling, unmet demand, and competitive analysis to support ground up development of independent and assisted living communities• Ad-hoc analysis including sell vs hold and value-add repositioning, incorporating various debt structures• Disposition and refinancing of properties including broker and lender selection

• Lead construction loan administration for three senior housing developments totaling over $130M in asset value• Created and managed quarterly asset management and investor relations reporting for $480M office, industrial, retail, and senior housing portfolio• Financial modeling (including joint ventures), due diligence, and market research on over $200M of value-add and core closed acquisitions• Created process for evaluating senior housing land sites, including financial modelling, unmet demand, and competitive analysis to support ground up development of independent and assisted living communities• Ad-hoc analysis including sell vs hold and value-add repositioning, incorporating various debt structures• Disposition and refinancing of properties including broker and lender selection

- Refined acquisition underwriting models utilizing ARGUS and Excel for deals totaling >$150M across the Winston-Salem, Raleigh, Charlotte, and Atlanta office markets - Created pro forma plans used to budget property management, construction and leasing goals for two office redevelopments totaling ~430,000 SF - Created proprietary maps of the competitive set for new office markets used in investment presentations

LCP 360 specializes in Architectural Visualization, 3D Virtual Walkthroughs, and Immersive Photography- Designed and implemented accounts receivable processes, reducing outstanding AR by over 68%- Created internal model for owner group regarding valuation, budgeting, and strategic alternatives- Established new sales and payables process workflows to support annual revenue growth of over 200%

Pangea Properties is a private multi-family REIT that owns and operates over 10,000 units in Chicago, Indianapolis, and Baltimore- Reported directly to the Chief Operating Officer and managed the financial performance of the Chicago market P&L (annual run-rate revenue in excess of $50M)- Lead the preparation of quarterly board and annual shareholder presentations- Created and defined the Financial Planning and Analysis function including organization design, training, strategy, and reporting coverage areas- Managed a team of analysts producing over 50 scalable operational and financial reports during the company’s hyper growth from 2,000 to 9,500 apartment units over 36 months- Presented monthly financial and operational review of the business to the executive team; reduced meeting time by 50% through report consolidation- Created construction budgeting templates used in planning over $100M of construction projects- Developed incentive compensation plans for property managers, leasing agents and maintenance techs affecting over 100 employees- Refined custom tenant underwriting model used for screening decisions for over 10,000 potential tenants; worked with developers to implement a web-based model cutting application time by 75%- Recruited and trained four analysts that made up the FP&A team over the course of 12 months

In the Nashville office of Raymond James we focused on providing mergers and acquisitions advisory to middle market health care services companies.- Advised on 13 transactions with aggregate transaction value of ~$6.5 billion; five buy-side, two sell-side, three capital raising, one restructuring, one common stock offering, and one convertible debt offering- Prepared company valuations through comparable companies, precedent transactions, discounted cash flows, accretion/dilution, and leveraged buyout analyses.- Created presentations and pitch materials for M&A, restructuring, special committee advisory, and capital raising engagements- Worked with senior management teams from preliminary due diligence through confirmatory diligence and close