Rick Rosenberg

Rick Rosenberg Email and Phone Number

Principal and Managing Principal @ DEVELOPMENT PLANNING & FINANCING GROUP, INC
Austin, TX, US
Rick Rosenberg's Location
Austin, Texas, United States, United States
Rick Rosenberg's Contact Details

Rick Rosenberg work email

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About Rick Rosenberg

Rick is a Managing Principal for DPFG, Inc. and oversees its Texas operations from the firm’s Austin office. In this capacity, Rick provides strategic planning, investment analysis and financing services including recapitalizations, restructurings and the sourcing of new equity and debt capital for investments and developments with a particular focus on the use of public/private partnerships to efficiently and effectively finance the infrastructure and vertical improvements associated with residential, commercial and mixed-use developments. With a broad combination of analytical, strategic and communication skills, Rick has over 33 years of extensive real estate and finance experience, encompassing the investment analysis, acquisition; deal structuring, equity sourcing, asset management and financing of commercial and residential real estate investments (existing and under development) and operating companies, at both the entity and project level, located throughout the United States. Over the last 15 years, Rick has been a principal participant in transactions valued in excess of $1.0 billion.Having been both a direct participant in the investment and operating decisions in his senior manager role as a CFO for several large real estate operating companies and an advisor to Fortune 500 companies, institutional investors such as pension funds, foundations and endowments; developers and public agencies from over 15 years of consulting experience, Rick’s unique range of experiences ensures that he understands the need for real world financially successful workable solutions supported by cutting edge thinking and analyses.Specialties: P & L Responsibility Customer Presentations Prospecting/Lead DevelopmentAcquisitions Business Modeling Commercial PropertyContract Review/Negotiation Corporate Finance Debt NegotiationsFinancial Analysis Joint Ventures Municipal Utility DistrictsProject Financing Public Finance Strategic Planning/Implementation

Rick Rosenberg's Current Company Details
DEVELOPMENT PLANNING & FINANCING GROUP, INC

Development Planning & Financing Group, Inc

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Principal and Managing Principal
Austin, TX, US
Employees:
21
Rick Rosenberg Work Experience Details
  • Development Planning & Financing Group, Inc
    Principal And Managing Principal
    Development Planning & Financing Group, Inc
    Austin, Tx, Us
  • Development Planning & Financing Group, Inc
    Principal/Managing Principal
    Development Planning & Financing Group, Inc Nov 2008 - Present
    Austin, Texas Area
    Rick is a Managing Principal for DPFG, Inc. Based in the firm’s Austin office, Rick focuses on and directs the firm’s Capital Market and Financial Advisory Services practice. In this capacity, Rick provides strategic planning, investment analysis, workout and financing services at both the project and entity level including recapitalizations, restructurings and the sourcing of new equity and debt capital for investments and developments with a particular focus on the use of public/private partnerships to efficiently and effectively finance the infrastructure and vertical improvements associated with residential, commercial and mixed-use developments. With a broad combination of analytical, strategic and communication skills, Rick has over 33 years of extensive real estate and finance experience, encompassing the investment analysis, acquisition; deal structuring, equity sourcing, asset management and financing of commercial and residential real estate investments (existing and under development) and operating companies, at both the entity and project level, located throughout the United States. Over the last 15 years, Rick has been a principal participant in transactions valued in excess of $1.0 billion.Having been both a direct participant in the investment and operating decisions in his senior manager role as a CFO for several large real estate operating companies and an advisor to Fortune 500 companies, institutional investors such as pension funds, foundations and endowments; developers and public agencies from over 15 years of consulting experience, Rick’s unique range of experiences ensures that he understands the need for real world financially successful workable solutions supported by cutting edge thinking and analyses.
  • Cole Companies
    Vice President
    Cole Companies Apr 2007 - Oct 2008
    Served as Fund Manager overseeing all investment activities on behalf of the Cole Growth Opportunity Fund I, the newest investmentoffering for Cole, a private real estate investment management firm headquartered in Phoenix with assets owned and undermanagement in excess of $3.0 billion. Initially recruited to source and underwrite new investment opportunities for the Fund, my roleand responsibilities significantly expanded to include the following: · Sourcing and underwriting new investment opportunities (including the closing of transactions valued in excess of $30 million encompassing land, commercial development and residential construction); · Providing strategic planning input into the Fund program development resulting in the translation of the broad investment concepts into more defined and specific targeted investment strategies; · Actively participating in the creation, review and finalization of all Fund offering materials including Offering Memorandum and supporting marketing materials; · Dedicating significant time and effort to supporting the Company's sales and marketing team in its efforts to market the Fund to broker/dealers, investment advisors and prospective investors through presentations throughout the country resulting in significantly increased capital commitments to the Fund; and, · Developing the necessary processes and organizational systems to support the new Fund and its investment activities including the preparation of standardized pro-forma models for use on all prospective investments, creation of an Investment Recommendation package and process to be used for presentations to the Cole Investment Committee, and the identification of additional team members to assist in the implementation of the Fund.
  • Centex Homes
    Chief Financial Officer
    Centex Homes Feb 2005 - Mar 2007
    Served as senior financial officer for third largest (by volume) division within Fortune 200 nationalhomebuilder. Developed and implemented strategic and operational plans. Financed all land acquisitionsundertaken and directed and supervised internal accounting and administrative operations. Identified sources of capital to fund desired transactions while ensuring that execution of such transactions remained "off balance sheet." Started from "scratch" in developing necessary relationships and policies. Sourced, structured, negotiated and closed transactions valued in excess of $350 million including the largest (by acreage) land investment ever made by the Company. Initiated and supervised development and implementation of new internal approach for processing of executed sales contracts. Timetable for processing of contracts among multiple parties involved was accelerated. Estimated annual cost savings in time and materials was in excess of $1.0 million.
  • Hovnanian Company
    Chief Financial Officer/Senior Vice President
    Hovnanian Company Nov 2003 - Jan 2005
    Land Acquisitions, 2003 ­ 2005Held dual positions overseeing all financial and land investment activities for Houston-based and operated land development andhomebuilder division of Hovnanian Enterprises (NYSE: HOV).Specific responsibilities include: · Supervision of all financial accounting and reporting activities. · Coordination and liaison with New Jersey-based corporate management of all financial-related operations including risk management, financial reporting, financial analysis and treasury. · Preparation of all financial/investment analyses in support of both new investment opportunities and existing development projects. · Source, structure and negotiate all land acquisitions including fee purchase and off-balance sheet financed joint ventures. · Supervision of all land development activities including utility district reimbursements. · Identify and implement value-added organizational restructuring opportunities such as increased vertical integration of services for home buyers. · Development of new policies and procedures to provide basis for anticipated growth objectives.
  • Parkside Homes
    Chief Financial Officer/Senior Vice President
    Parkside Homes Nov 2003 - Jan 2005
    Land AcquisitionsOversaw all aspects of Division's land investment and development operations and financial reporting and accounting activities. Coordinated all communication and financial reporting between Division and senior corporate management.* Developed and implemented investment strategy advancing expected proceeds from utility district bond offerings prior to company's fiscal year end. Increased return on assets generated increased bonus potential for division personnel and increased fiscal year cash flow for parent company. * Negotiated and executed contracts for prospective land acquisitions sufficient to support division's planned growth objectives. Successfully executed contracts representing an additional 2,560 housing units at prices permitting division to maintain its strategic pricing advantages.* Identified investment strategy to enhance operating results of division. Presented and received approval for modifying corporate policy regarding these types of transactions. Increased return on assets by more than 200 basis points while permitting other divisions to undertake similar transactions for overall company's benefit.
  • Maxxam Property Company
    Vice President/Chief Financial Officer
    Maxxam Property Company Jan 1993 - Jan 2003
    Served as senior financial executive for real estate investment and development subsidiary of publicly heldcorporation. Managed company's portfolio of income producing properties and commercial loans. Preparedand coordinated all investment analyses for new investments. Supervised internal accounting, financialreporting and administrative activities, including coordination of each with parent company. Identified source of debt capital for a joint venture development facing liquidity challenges and legal issues. Within 30 days, sourced, negotiated and closed a $37.0 million credit facility. Obtained $9.0 million of long-term industrial revenue bond financing for utility company capital improvement plan. Oversaw all aspects of the company's sale resulting in a sales price of more than 20 times earnings, far in excess of expectations. Supervised preparation of asset management plans, negotiated restructured credit facility and disposition of 55-asset portfolio. Portfolio generated net cash flow in excess of $130.0 million versus initial cash investment of $15.0 million and internal rate of return in excess of 60 percent.Early
  • Maxxam Property Company
    Vice President/Chief Financial Officer
    Maxxam Property Company Jan 1993 - Jan 2003
    Served as senior financial executive for real estate investment and development subsidiary of publicly held corporation. Managed company's portfolio of income producing properties and commercial loans. Prepared and coordinated all investment analyses for new investments. Supervised internal accounting, financial reporting and administrative activities, including coordination of each with parent company.* Identified source of debt capital for a joint venture development facing liquidity challenges and legal issues. Within 30 days, sourced, negotiated and closed a $37.0 million credit facility.* Obtained $9.0 million of long-term industrial revenue bond financing for utility company capital improvement plan. Oversaw all aspects of the company's sale resulting in a sales price of more than 20 times earnings, far in excess of expectations.* Supervised preparation of asset management plans, negotiated restructured credit facility and disposition of 55-asset portfolio. Portfolio generated net cash flow in excess of $130.0 million versus initial cash investment of $15.0 million and internal rate of return in excess of 60 percent.Early
  • Callan Associates
    Vice President
    Callan Associates Jan 1991 - Jan 1993
  • Laventhol & Horwath
    National Director-Real Estate Pension Advisory Services/Manager Real Estate Advisory Services
    Laventhol & Horwath Jan 1985 - Jan 1990
  • Rubloff, Inc
    Senior Investment Analyst
    Rubloff, Inc Jan 1984 - Jan 1985
    Analyzed and structured potential property acquisitions, including joint ventures/limited partnership syndications. Prepared financial projections and coordinated due diligence, financing, and syndication activities. Monitored subsequent asset management activities.
  • Laventhol & Horwath
    Senior Consultant
    Laventhol & Horwath Jan 1980 - Jan 1984
    Applied strategic, financial, and market analysis skills to a variety of real estate projects, including hotels, office buildings, mixed use developments, residential communities, recreational developments, and
  • Coopers & Lybrand
    Staff Accountant
    Coopers & Lybrand Jan 1979 - Jan 1980

Rick Rosenberg Skills

Due Diligence Real Estate Development Real Estate Valuation Real Estate Financing Investments Investment Properties Asset Management Contract Negotiation Portfolio Management Mergers And Acquisitions Financial Analysis Negotiation Disposition Asset Managment Real Estate Economics Feasibility Studies Strategic Planning Budgets Acquisitions Mergers Business Strategy Corporate Finance P&l Management Financial Modeling Land Acquisition Forecasting Restructuring Land Development Real Estate Transactions Residential Homes Capital Markets Real Estate Private Equity Joint Ventures Project Finance Customer Presentations Business Modeling Public Finance Dispositions Real Estate Investment Real Estate Finance Budgeting Entitlements Contract Negotiations Debt New Business Development Market Analysis Land Business Planning

Rick Rosenberg Education Details

  • Northwestern University, J.L. Kellogg School Of Management
    Northwestern University, J.L. Kellogg School Of Management
    Management; Finance And Management Policy
  • University Of Pennsylvania, The Wharton School
    University Of Pennsylvania, The Wharton School
    Economics; Accounting

Frequently Asked Questions about Rick Rosenberg

What company does Rick Rosenberg work for?

Rick Rosenberg works for Development Planning & Financing Group, Inc

What is Rick Rosenberg's role at the current company?

Rick Rosenberg's current role is Principal and Managing Principal.

What is Rick Rosenberg's email address?

Rick Rosenberg's email address is ri****@****pfg.com

What is Rick Rosenberg's direct phone number?

Rick Rosenberg's direct phone number is +151273*****

What schools did Rick Rosenberg attend?

Rick Rosenberg attended Northwestern University, J.l. Kellogg School Of Management, University Of Pennsylvania, The Wharton School.

What skills is Rick Rosenberg known for?

Rick Rosenberg has skills like Due Diligence, Real Estate Development, Real Estate, Valuation, Real Estate Financing, Investments, Investment Properties, Asset Management, Contract Negotiation, Portfolio Management, Mergers And Acquisitions, Financial Analysis.

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