Luxembourg
14 years of career history devising long-term strategic investment plans and managing multi-billion Euro portfolio of pan‑European real estate assets with high risk‑adjusted returns, investor value, and capital gains / IRR. Known for managing multi-jurisdictional investment structures and cross-border fund operations, consistently outperforming portfolio distribution targets and deploying capital across high-conviction asset classes at superior cash-on-cash yields. Proven ability to build and lead multi-national teams, diversify real estate portfolios, develop scenario-based financial models, manage debt financing/refinancing, and optimise liquidity and cash flow for maximum ROI. Experienced in chairing and contributing to committees on performance measurement of non-listed real estate vehicles, financial governance, institutional investor reporting, and academic-industry advisory and accreditation systems. A multilingual Investor Relations specialist recognised for structuring partnerships with institutional investors and sovereign capital, driving Joint Ventures, and sourcing and securing multi-million-euro deals across Europe, Australia, and New Zealand. 𝐂𝐚𝐫𝐞𝐞𝐫 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: · ESG Programme Delivery: Delivered a full ESG-led refurbishment programme across seven portfolio assets by designing and executing a CapEx strategy that upgraded all assets to 86% BREEAM Very Good certification. · Financial Forecasting & Liquidity Management: Designed a forecasting and distribution system for a €700M portfolio by introducing 12- and 24-month rolling projections that improved liquidity management and doubled distribution frequency. · Strategic Partnership Negotiation: Negotiated a major development and asset management agreement with a US institutional investor that enabled delivery of a 90,000 sqm logistics development and generated over €3M in fees. · Investment & Asset Management: Drove over 9% cash yield by directing investment, management, and refinancing of a €100M industrial facility in Milan, Italy. · Project Development Delivery: Oversaw the development and delivery of two €80M logistics assets within budget / timeline. · Capital Markets & REIT Listing: Co-led the NYSE listing of the first European-only REIT as Europe finance lead by integrating $2.6B across 40+ properties. · Committee Chair: Led INREV's 15-member Performance Measurement Committee and directed the development and governance of European non-listed real estate performance measurement standards, indices, and analytical frameworks.
Manage a real estate investment advisory firm to provide strategic guidance on acquisitions, capital raising, joint ventures, and cross-border transactions across logistics, light-industrial, residential, and commercial real estate sectors. Build a global network of investors, operators, lenders, and strategic partners to bridge capital markets across Europe, Asia, and the Middle East. · Interim CFO & Integration Leadership: Appointed interim CFO at BNP Paribas Asset Management ( Luxembourg), governing financial, treasury and operations across a €8B+ AUM European platform while leading integration of AXAs IM's business. · Acquisition & Deal Origination: Led the origination and acquisition of a €38M light industrial asset by negotiating a 10% purchase price reduction. · Capital Sourcing & Transaction Structuring: Advised on capital sourcing / transaction structuring for a €300M data centre investment by connecting investors with funding partners and supporting the execution of infrastructure opportunities. · Equity Capital Raising: Raised €50M equity investment from Asian investors, driving cross border investment partnerships. · Portfolio Disposal & Value Maximisation: Oversaw the disposal of a €60M portfolio and maximised asset value through investor engagement and management. · Investment Strategy & Capital Advisory: Advised on capital raising and investment strategy for a €40M residential portfolio while supporting investors in achieving diversification goals across Italy, Luxembourg, Germany, and Spain.
Chair, Performance Measurement Committee — INREV (European Association for Investors in Non-Listed Real Estate)
Headed a €1.6B Assets Under Management (AUM) portfolio spanning 9 investment funds, while managing portfolio performance, investor reporting, transaction execution, governance, and strategic growth initiatives. Led a multidisciplinary team of 10, including asset managers, finance controllers, corporate lawyers, risk, and compliance specialists, to ensure seamless execution of investment and asset management strategies. · Portfolio Performance Optimisation: Attained strong portfolio performance across logistics, industrial, office, and retail sectors, resulting in achieving returns of 14% IRR in logistics, 8% IRR in core industrial assets, and 9% net yields in retail. · Investor Relations & Capital Deployment: Cultivated investor confidence and expanded client relationships by securing commitment to deploy more than €300M of additional capital into European opportunities. · Investment Evaluation & Execution: Evaluated ~70 investment opportunities across Europe over a three year by executing financing and joint venture transactions aligned with fund objectives. · ESG Investment & Cost Reduction: Structured a €1.2M ESG co-investment with a major tenant for solar installation on a 50/50 basis and reduced ESG related capital expenditure by 46% through cost sharing negotiations. · Tenant Negotiations & Asset Value Preservation: Secured over €900K in dilapidation capital expenditure from a departing tenant with a focus on preserving asset value.
Led strategic, financial, and operational planning for a €700M real estate portfolio while establishing the company's European investment platform through the first regional office, a recruited team, and scalable infrastructure to support investment growth. · AUM Integration & Platform Consolidation: Drove the integration of €700M in AUM across six jurisdictions into a centralised investment platform to improve governance, reporting consistency, and operational efficiency. · Transaction Execution & Investment Structuring: Oversaw transaction execution, financing, and structuring for major European investments, including a Dutch headquarters development, logistics developments in Spain and Poland, and retail portfolios across Spain and Portugal. · Financial Modelling & Strategic Planning: Built financing and forecasting models that improved capital planning, investment analysis, and strategic decision making.
Directed portfolio governance, including investment and divestment execution, board and investment committee participation, strategic planning, and preparation of executive-level investment materials and recommendations. · Rental Income Recovery & Tenant Negotiations: Recovered more than €10M in rental income through direct tenant negotiations, lease clause enforcement strategies, legal mediation, and asset management initiatives. · Equity Acquisition & Fund Formation: Executed a put-option transaction resulting in the acquisition of a 30% equity interest while facilitating the creation of a seed portfolio for a new pan-European investment fund. · Investment Performance Monitoring: Introduced an investment monitoring framework featuring institutional KPIs, including IRR, MOIC, Vacancy Rate, Cash-on-Cash Return, Yield, WALB, WALT, Liquidity Ratios, and Leverage Ratios. · Asset Acquisition & Joint Venture Development: Led the acquisition and integration of multiple real estate assets while establishing two new joint venture partnerships.