President
Winter Park, Florida, Us
-Co-founded the company by overseeing all investment/asset management activities, increasing the company's AUM from 0 to $900M+ over a span of 7 years, growing the team from 2 to 25 employees, and producing solid investor returns on full-cycle investments.-Showcased an empowering, solutions-oriented leadership style by guiding a dynamic team of a Chief Financial Officer, Chief Investment Officer, Chief Asset Management Officer, Chief Development Officer, and VP of Capital Markets.-Strengthened investor relations by advising on capital raising efforts, speaking at conferences/webinars, and authoring quarterly investor letters highlighting asset performance.-Orchestrated the development and acquisition of 26 senior housing communities in 14 states, totaling 3200+ beds and 5000+ employees.-Guided the capital markets team toward raising $250M+ from the retail broker-dealer community, RIAs, and high-net-worth investors for Bourne Financial Group's investment funds.-Facilitated $650M in financing for senior housing development/acquisitions, including senior debt, mezzanine financing, construction loans, agency financing, and alternative construction financing.