Newcastle Limited is a real estate investment firm that acquires, develops and owns urban retail and multifamily properties in Chicago. An entrepreneurial investor with institutional backing, the firm can deploy large amounts of capital and close transactions quickly.

Magnolia Capital is a data-driven, tech enabled real estate investment manager focused on finding and creating value within the multifamily investment space. The company's founding principals have a distinctive blend of hands-on real estate investment experience combined with a deep knowledge of technology and operational efficiencies. Since inception in 2016, Magnolia has acquired over $1.3B of real estate, representing over 4,000 units in nine markets across the U.S.

Largest owner/operator of apartments in the US. $30B Market Cap, $2.5B Revenue.Operations Executive for Marketing, Sales, Call Center, Brand, Maintenance Technology, Ancillary Income / RUBs, Procurement and Utilities teams. Own all customer touchpoints throughout the customer lifecycle. Consistent communication with Investments and Pricing for marketing and sales strategy. Manage 65 corporate employees. - Reinvented Marketing platform (website, SEM/SEO, online reputation management, partnerships with ILS/aggregators, mobile survey platform, social media, hold-time pricing, email campaigns) resulting in top-quartile revenue growth versus competitors. - Led innovations as the Executive Sponsor that include resident mobile app, roommate matching, maintenance team mobile app, self-guided tours, furnished apartments, package rooms / lockers, and online leasing process.- Initiated strategy and execution of centralizing sales by moving all activities to technology platform or call center, including online leads, phone calls, service requests, renewal conversations, NTV walk through scheduling, NTV follow up calls and collections. Initiative is the primary building block to the future multi-family operating platform.- Negotiated national contracts for Ancillary Income and RUBS programs generating $50M+ in annual revenue. Additionally, managed $100M in product and services vendor relationships annually (MRO, appliances, landscaping, etc.) saving $10M+ annually while mitigating corporate risk through central organization and review of contracts.- Created company’s first proactive strategy for locking utilities at volatile periods during the year, while managing team responsible for $100M in utility expense annually.- Led post-merger integration of marketing and sales for $9B acquisition of Archstone, including assessment of team members and assimilation of best practices and technology.

Operations leader for Marketing, Sales, Ancillary Income, and Customer Intelligence. Defined company’s process to convert prospective renters into long-term loyal customers to the Equity Residential brand.- Created company’s process to define expectations and measure field teams’ sales performance. Designed in-house CRM platform within MRI operating system. Managed sales, customer experience and renewal education content. Determined theme and approved content for market level Sales Meetings.- Built the Operational Excellence platform as part of the leadership team, selected 30 headline and diagnostic KPIs used by Regional Managers, VPs-Property Management and Investment Officers to manage property performance.- Developed strategy and implementation of the marketing efficiency study, which identified $4.5M in inefficient annual spend. Negotiated new contracts with marketing vendors, realizing full savings.- Led ‘Apartment of the Future’ study with IDEO, built interactive museum for company tours to highlight the study’s top 10 conclusions on apartment and amenity design.

Operations leader for Ancillary Income, Customer Intelligence (Surveys, NPS, analytics), and Collections - Designed and implemented Customer Loyalty Score (CLS) and online survey process. CLS, a derivative of Net Promotor Score, is the primary measure of customer satisfaction and embedded in the company culture and compensation from entry level to CEO. - Generated $3M in incremental annual revenue through negotiations of marketing agreements with laundry, telecom, renters insurance and furniture rental partners. - Implemented process and reporting changes to our Collections team, realizing $2M in incremental annual recovery.

Designed and implemented strategic solutions for inbound leads and customer renewals. - Combined three call centers (Phoenix, Dallas, Minneapolis) into one central call center with upgraded technology and process efficiencies. Completed 200,000+ more customer calls annually without an increase in call center cost.- Developed renewal negotiation process and training in connection to new pricing / yield management platform. Over 1,000 employees completed the 2-day in person training program, leading to top-quartile revenue growth versus competitors.

Finance lead for company’s largest ($5.5B) and most profitable category, Home Appliances, collaborating with merchandising, marketing, and store operations teams. All phases of M&A activity across $1.9B acquisition of Lands’ End, $32B divestiture of Sears Credit and Financial Products Business, acquisition of Structure brands.

Provided data-driven executive level strategy consulting services for various customers, including turnaround strategy for $40B retailer, growth strategy for $1B global consumer information company and online strategy for $5B global mobile phone hardware manufacturer. Co-authored Bain marketing presentation on B2B Digital Marketplaces.

Evaluated profitability and strategic fit of pricing, distribution and advertising initiatives for Internet division. Structured marketing agreements with partners such as Microsoft, ESPN and Compaq.

Managed and performed operational and financial reporting audit services.