Sam Shupe

Sam Shupe Email and Phone Number

Senior Vice President - Director of Feasibility at Raymond James Tax Credit Funds @
Sam Shupe's Location
Seminole, Florida, United States, United States
Sam Shupe's Contact Details

Sam Shupe personal email

n/a
About Sam Shupe

Real estate finance professional with over 25 years of experience in equity and debt investments in multifamily residential properties with an emphasis on the Low Income Housing Tax Credit (LIHTC) program. Responsibilities include determination of feasibility of prospective investments, structuring and negotiating real estate investments, supervising and directing a team of real estate professionals, and presentation of investments to investors. Focus on long term performance and conservative structuring in order to exceed investment targets. Responsible for underwriting total closed volume of approximately $4 billion in investments and 1,000 properties with no credit recapture. Direct and conduct site visits, extensive market research, development team interviews, and underwriting documentation. Manage and train a team of real estate professionals and analysts. Work with production teams in identifying investment opportunities, identifying critical areas of concern and structuring the investments to mitigate risk. Work with existing and prospective investors to understand investment goals and to find appropriate opportunities. Previously responsible for negotiating lower and upper tier partnership agreements, transitional asset management, commercial real estate lending and underwriting, and the workout of troubled loans and real estate assets Developed Investment Guidelines for firm as well as created policies and procedures for the Underwriting and Transitional Asset Management functions. Created and implemented department-wide training program covering intellectual and vocational topics related to real estate analysis and LIHTC.

Sam Shupe's Current Company Details
Raymond James Tax Credit Funds

Raymond James Tax Credit Funds

Senior Vice President - Director of Feasibility at Raymond James Tax Credit Funds
Sam Shupe Work Experience Details
  • Raymond James Tax Credit Funds
    Senior Vice President - Director Of Feasibility
    Raymond James Tax Credit Funds Nov 1995 - Present
    Directs all underwriting and structuring of investments in properties under the LIHTC program. Responsible for determining the suitability of all prospective investments. Manages a team of real estate professionals and directs all due diligence activities. Works with existing and prospective investors to identify and structure LIHTC investments that meet investment criteria. Collaborates with Production teams to identify and secure feasible LIHTC investments.Created Feasibility Group to focus on evaluation of real estate fundamentals, perform market analysis and to conduct extensive due diligence on the development team. Established Investment Guidelines for the department, created and implemented an Analyst training program and established internal procedures for the Feasibility, Underwriting, Transitional Asset Management and Production teams.Formerly responsible for all aspects of legal documentation, negotiation and review as well as establishment of standard legal documentation. Was also responsible for transitional asset management and capital contribution process. Duties included performance of due diligence and underwriting, legal document review and negotiation, determination of all investment thresholds through stabilized operations, resolution of troubled assets, and training of Production team members outside of my team.Raymond James Tax Credit Funds (RJTCF) is a leading provider of high-quality affordable housing developments throughout the nation. Since the tax credit program began in 1986, RJTCF has raised more than $5 billion in equity for more than 1,500 properties throughout the United States. Each of our funds has been successful in delivering its projected tax benefits. Furthermore, RJTCF has never had a credit recapture to date. Our portfolio boasts an average occupancy of nearly 95%, and our ratio of underperforming assets is about half that of the industry averages.
  • Raymond James Multifamily Finance
    Chief Underwriter
    Raymond James Multifamily Finance Nov 2007 - Present
    On a part time basis, had sole responsibility for underwriting and structuring construction and permanent debt financing for properties under the LIHTC program. The loan program is currently on hiatus.
  • Raymond James Fixed Income
    Outside Member, Raymond James Fixed Income Commitment Committee
    Raymond James Fixed Income Jul 2007 - Present
    As needed, serve as one of three independent members of Committee to approve appropriateness of non-guaranteed real estate-associated fixed income offerings.
  • Nationsbank
    Vice President
    Nationsbank Jan 1987 - Nov 1995
    Commercial Real Estate Lending, Workouts of Troubled Real Estate Loans and Real Estate Owned Assets, Appraisal Review & Real Estate Valuation, Underwriting and Structuring of Real Estate Loans for non-Real Estate firms.

Sam Shupe Education Details

Frequently Asked Questions about Sam Shupe

What company does Sam Shupe work for?

Sam Shupe works for Raymond James Tax Credit Funds

What is Sam Shupe's role at the current company?

Sam Shupe's current role is Senior Vice President - Director of Feasibility at Raymond James Tax Credit Funds.

What is Sam Shupe's email address?

Sam Shupe's email address is ss****@****rjf.com

What schools did Sam Shupe attend?

Sam Shupe attended University Of Florida.

Not the Sam Shupe you were looking for?

  • Sam Shupe

    Industrial Automation Professional
    Conneaut Lake, Pa
    1
    hotmail.com
  • Sam Shupe

    Senior Level Coordinator With Over 10 Years’ Professional Experience In University Laboratory, Classroom, Research, Field And Administrative Settings, Including Physics, Chemistry, And Environmental Science Disciplines.
    Kenmore, Wa
    5
    hotmail.com, washington.edu, yahoo.com, uw.edu, uwb.edu
  • Sam Shupe

    Estero, Fl
    3
    crowe.com, crowehorwath.com, gmail.com
  • Sam Shupe

    Lecturer At Boston University
    Suffolk County, Ma
    1
    bu.edu

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.