- Embedded consultant assisting multiple ultra high net worth Family Offices with real estate investment & development needs. - Activities on behalf of my clients include financial strategy & analysis, negotiation of financial / legal documents, selective deal sourcing, investment opportunity review, acquisitions / dispositions, and asset management services.- Acting asset manager: Susurros del Corazon - an Auberge Resort in Punta Mita, Mexico.- Financial strategy consultant: Long Acres Re-development - Seattle, WA- Development strategy consulting for private investors in partnership with Design Workshop, a Denver-based landscape architecture and urban design firm.- Involved with all real estate asset classes on investment work across the US and Mexico.- Assist with setup of real estate and family office investment platforms.

- Partner on the Bolt / Ballenger / Carner Industrial Capital Markets team- Focused on Industrial investment sales- Assisted clients with all phases of a project's life cycle - using prior background to help inform strategic decisions about asset management, leasing, financing, development, acquisition and disposition.- Maintained close links to CBRE's financing platform, keeping a finger on the pulse of the debt markets in order to help clients obtain financing for projects.

- Winner of NAIOP's 2019 "Capital Markets Transaction of the Year" award for the Boulder Commons Portfolio financing, along with my partner Mike Cantwell. - Sourced debt financing for a wide variety of situations and investment property types (dealt with banks, life insurance companies, debt funds, CMBS, etc..)- Acted as an 'Outsourced CFO' for select clients. i.e. Assist with hold / refinance / sell analysis --- capital stack optimization, hedging strategy, etc...- Experience with construction, bridge, acquisition & permanent financing. Also with niche situations including PACE loans and Credit Tenant Leases.- Advised clients on debt-related issues such as the LIBOR transition, hedging strategies, etc...- Financing experience with industrial, office, retail, medical office, multi-family and hotels.

- Member of the company’s Investment Committee and Senior Leadership Team. - Managed a team of 11: 5 focused on underwriting, 5 on asset management & 1 risk manager. - Personally developed the company’s asset management framework. Developed vision + hired the entire team.- Multi-faceted role: 25% development, 50% asset management, 25% risk management & strategic planning.- Oversaw approx. $1.5B portfolio: 44% hospitality, 30% Multi-family, 26% commercial, and two master-planned communities. - Oversaw the investment in a national hotel operating company.- Responsible for the company's insurance program and developing strategic direction re: overall risk management strategy including operations & construction risk, Director's & Officers liability, etc...- Primary responsibility for Union Station; Denver’s historic and award-winning train station redevelopment. Directed legal counsel and had overall financial responsibility for the project's operations as Owner's Representative for the Joint Venture entity.

Played a variety of roles with the in-house private equity arm of a family office based in Grand Cayman. Roughly 1/3 organizational management, 1/3 acquisitions & development, 1/3 asset management:- Designed the company's investment committee process & formed an in-house real estate investment team. Personally developed all job descriptions & org structure for the team; hired 6 individuals over 3 years.- Acted as an acquisitions manager on various real estate acquisitions (deal sourcing & structuring, negotiations, due diligence).- Worked with portfolio companies (real estate & operating businesses) on an as-needed basis on acquisitions, negotiations, analysis of operating performance, strategic planning, etc...- Engaged in business development activities (developing & evaluating strategies for properties & businesses, acquisitions, venture capital opportunities, etc...).- Strategic & financial planning for the re-development & re-positioning of a 4-star resort hotel in Grand Cayman.- Member of the negotiating team for an extensive Public-Private Partnership with the Cayman Islands Government later known as the For Cayman Investment Alliance (FCIA). Role included negotiation, financial analysis, strategy & implementation. - Asset management responsibility for approx. 80,000 square feet of office & retail space in Grand Cayman, including responsibility for lease negotiations and property operations.- Assisted with the development and asset management of Camana Bay: a 500-acre master planned community in the Cayman Islands with approx. 500,000 square feet of mixed-use space. Involved in strategic planning, development, leasing & financial analytics.

Asset Management experience with approximately 8 million square feet of space across 4 portfolios (+/- $1.5 bn in real estate assets)Experience with very complex retail centers and office buildings, as well as industrial and multi-family properties. Dealt with properties in more than a dozen major markets across the US and Canada.Oversaw the creation of budgets and tracking of property performance, participated in leasing calls, worked closely with senior management during lease negotiations.Developed a variety of advanced financial models for real estate underwriting, hold / sell analysis, lease analysis, performance fee calculations, and training of other analysts.

Performed consulting projects for a variety of resort towns and master-planned community developers. Financial analysis, business planning, land use analysis, market studies, marketing strategy, etc...www.designworkshop.com