Jonathan (Jon) Roberts Email & Phone Number

Founder/Principal, Roberts Consulting, LLC (RCLLC)RCLLC provides "horsepower without overhead," and is a SEC/MSRB registered Municipal Advisor. RCLLC offers advice and attends to matters that allow clients' access to the (primarily) “tax-advantaged capital markets;” including tax-exempt bonds, Low Income Housing, New Markets & Historic Preservation tax credit equity and placement of non-profit/501(c)3 finance. Specialties also include student and seniors housing (independent, assisted, nursing, congregate, CCRC), healthcare (hospitals, medical office, hospice, mental health) and cultural & educational facility finance. Not beholden to a product, service or provider - RCLLC consultation is typically provided on a fiduciary basis. Personally involved in $2.3 Billion of combined debt, equity, alternative finance, and/or bond proceeds investment. Participated in financing over 8,900 living units. Source & negotiate institutional & private partnership equity. Structure (primarily tax-exempt) bond finance including, IDRB, forward commitment, private or public placement, rated (or not), enhanced (or not), + Fannie, Freddie & HUD programs. Well versed in public/private partnership. Prepare QAP's, RFP's. Develop & coordinate financing teams, provide quantitative/qualitative/risk & what-if modeling analyses, coordinate closings, document and consult in all areas of high competency.CFA; CPA (inactive); Possess Series 50 (Municipal Advisor Representative) and Series 54 (Municpal Advisor Principal) licenses and at one time possessed Series 7, 53 and 63 securities licenses and a Michigan Real Estate Brokerage license. Member: AICPA; CFA Institute; and CFA Society of Cleveland.

Listed skills include Real Estate Economics, Real Estate, Capital Markets, Due Diligence, and 20 others.