Park City, Utah, United States
As the CEO at TwinRock Partners, I am responsible for the overall strategic direction of the firm’s investment strategy including the development of new investment opportunities, portfolio management and the company’s operations. Prior to forming TwinRock in 2006, I worked for firms such as GE Capital, Aareal Bank AG, Goldman Sachs and Donaldson Lufkin & Jenrette. I am a licensed broker in the State of California and Utah with a membership in the Urban Land Institute (ULI) and I am a part of the Multi-Family Green Council.
• Responsible for the overall strategic direction of the firm’s investment strategy including the development of new investment opportunities, portfolio management and the company’s operations. • TwinRock pioneered investing in single-family for rent homes investing approximately $50MM in California and Nevada. • Purchased over $100MM of multifamily, student housing and office throughout the U.S. • Grew the company to over 50 employees and over 200 investors. • Successfully built a technological Automated Valuation Model (AVM). • Built our property management company, established our policy & procedures, HR, accounting software and technology.
• Inaugural and youngest member to graduate from GE Real Estate Assoc. Relationship Manager Training Program • Develop new acquisition opportunities with existing and new partners. Property values range from $10 million and up. • Interface with JV partners on daily basis in analyzing potential office, multifamily, retail and industrial acquisition opportunities, management of JV operations and advancing other new business opportunities in the western region. • Assist in managing deals through GE and interface with internal constituents to take deals from proposal to closed stage.
• Identify, analyze and structure real acquisitions in Southern California. Property assets value from $3.0 to $120.0 million. • Negotiate purchase price and terms of letter of intent; draft and negotiate purchase and sale agreements. • Develop business relationships within the real estate community, including brokers, equity partners, investors and lenders. • Supervise property management and leasing in transition of assets from seller. • On-going qualitative and quantitative analysis of stabilized office portfolio through operating model updates, yield sensitivity analysis, property budget review and analysis, best practices and benchmarking.
• Underwriting and analyzing potential term loans. Typical loan or line of credit ranged between $10.0 and $250.0 million. • Coordinated closing and due diligence with borrower and all third-party correspondents in the transaction. • Created status reports and performance projections for existing portfolio of office, multifamily, retail and hotel assets. • Identification of target markets for investment, pipeline forecasts and trends.
• Ensured the firm was compliant with the SEC, NASD, and other exchanges. • Audited and oversaw the policies and procedures for the firm along with providing risk management. • Worked on projects to increase the scalability of the company with areas outside the department.