Stephen Dunn Email & Phone Number

New York, Ny

- Oversee distressed/value add real estate portfolio covering residential, hospitality and senior care assets. Responsible for portfolio strategy, financial stability/health, and business planning. · Transform underperforming assets by creating and implementing plans and innovative initiatives such as capital improvements, repositioning, and asset sales. · Evaluate monthly and annual operating data, collecting findings to inform and author asset management reports detailing earnings and investor return analysis. Evaluate potential divestitures and deal structures to garner beneficial outcomes. · Develop operating budgets and forecasts based on metrics from financial performance reviews. Provide ongoing monitoring of physical condition of all assets to define and deploy capital plans. · Tap into local markets to maintain awareness of local competitors and evolving changes that impact business plans. Report asset status/regulatory matters to C-suite and executive leaders to influence top-level decision making. · Prepare investor reporting and participate in diligence calls. · Mentor junior team members to accelerate skill development and maintain compliance and best practices. · Serve as active member of firm's DEI Committee.

New York, Ny

· Leveraged tax syndication expertise to direct financial/reporting for 100+ portfolio of tax credit properties. Seamlessly managed assets. Adhered to contractual and regulatory compliance guidelines. · Provided stakeholders from JP Morganwith information regarding financial stability, tax compliance, and general portfolio maintenance. · Spearheaded financial reporting, inclusive of underwritten forecasts and quarterly investor reports. Made recommendations based on financial insights and on-site evaluations. · Mitigated financial issues, such as bad debt and life safety concerns, to optimize living conditions and secure continued government tax credits. · Properly allocated and tracked limited reserves to maximize asset value where appropriate.

· Managed 3K+ tax credit units, inclusive of financial and reporting responsibilities. Maintained accurate and compliant documents to secure continued funding for low-income housing assets. · Evaluated and analyzed discounted cash flows/targeted IRR, and conducted pro-forma analysis to underwrite acquisitions for the Northeast region · Conducted site visits in partnership with property managers to determine if operating activities were in alignment with management and governmental regulations. Compared operating statements against budgets monthly. · Performed quarterly reviews of debt investment and portfolio valuations to identify areas of improvement.