Curis Capital is a privately held company focused on investing in value-add healthcare assets.

Significant Accomplishments:• Responsible for the due diligence, underwriting, and procurement of financing for over 14 projects, providing an aggregate of debt and equity financing in excess of $300 million, leading to a promotion to Executive Vice President.• Negotiated an equity agreement that resulted in a commitment of $30 million of pledged equity for new developments.• Spearheaded the presentation of multiple projects to city councils and city planning and zoning divisions, which lead to approval of land use changes and site plan approvals, thereby preventing project commencement delays.• Successfully obtained the pipeline equity commitment of a Real Estate Investment Trust (REIT) by providing financial review, due diligence, reporting, and disposition analysis necessary to meet the REIT’s requirements.Current Responsibilities:• Plan investment strategy based on capital allocation, existing portfolio geography, and exit strategies.• Lead investment presentations and vote on investments in investment committee meetings as a member of the investment committee. • Manage and develop relationships with lenders, REITs, private equity partners, brokers and consultants.• Evaluate population and demographic information, competition in the area, barriers to entry, and market risks in connection with potential investments.• Negotiate management and incentive agreements with property managers in order to protect Meridian’s investments and team with best-in-class senior housing property managers.• Oversee asset management for all senior housing assets, driving value through asset and market analysis, leading to quality recommendations for improvement to property management teams.• Negotiate the terms of loan agreements with lending counterparties, ensuring that the agreements meet Meridian’s financial requirements and risk profile.• Manage the financial underwriting and due diligence of Meridian investments.

CSE is a full service commercial real estate firm that provides a highly diverse level of services including brokerage, development and consulting• Evaluated commercial real estate investments for CSE and its clients by creating cash flow analyses and finding net present values while accounting for market changes and conditions.• Performed brokerage duties, including preparation of marketing material, negotiation of deal points, and review of contracts on behalf of CSE’s clients.• Worked with city officials on behalf of CSE’s clients to obtain land use changes, allowing clients to maximize the value of their land. • Collaborated with CSE’s partners to create a financial model to structure a development agreement with the city of Coppell.• Met with city officials to advance the development of Coppell Main Street mixed-use development.

Spire Realty Group, LP is a privately-held real estate investment and management company based in Dallas, Texas• Sourced commercial real estate investments; performed financial analysis and due diligence for the acquisition of investments, such as office buildings, development sites, and parking structures, including the acquisition of Chase Tower in Austin, Texas for $74 million, which sold in 2017 for $175 million.• Negotiated and executed leases with tenants.• Collaborated with real estate brokers and general contractors to perform the financial underwriting for a 12-acre urban mixed use development. • Collaborated with property managers to create detailed budgets for a portfolio consisting of approximately 2.3 million square feet of commercial office space.• Created a detailed lease abstract form and performed reviews of all leases of owned assets.• Created and implemented programs to significantly improve efficiency and accuracy in operating expense reconciliations, which resulted in significant savings for the company.• Oversaw and coordinated operating expense reconciliations with the accounting department and property managers; ensured that expense revenue had been reconciled accurately and in accordance with each tenant’s lease.• Analyzed leasing proposals to determine the profitability and value of each potential lease.

CSE is a full service commercial real estate firm based in the Dallas/ Fort Worth market that provides a highly diverse level of services including brokerage, development and consulting• Created comparative analyses indicating effective ways to maximize profits from raw land purchases• Generated a thorough tax analysis projecting the Dallas County Utility and Reclamation District tax rate for the next 10 years• Assisted in brokerage duties for land sales and commercial lease transactions• Worked with CSE’s clients to get several Supplementary Declaration changes approved by the Las Colinas Association by garnering community support