Stowe, Vermont, United States
Helping high net worth individuals and family offices use estate planning strategies to build and preserve wealth with real estate.
Senior US executive responsible for turn-around of the portfolio’s operating performance and the subsequent entity wind-down and disposition of all assets. This was as part of a national portfolio repositioning and liquidation which included office, retail, multifamily, land and hotel properties in Washington D.C., Virginia, California and Texas. • Achieved 107% of targeted disposition value in eight individual and portfolio transactions. • Increased new leasing signings by 73% in 2011 and 158% in 2012 from 2010 baseline • Renewed portfolio’s largest tenant and secured lease with $9.9 MM letter of credit • Reduced annual property tax expense by $2.16 million or 17% of 2010 portfolio tax expense
Served institutional owners in the acquisition and disposition of office and industrial properties nationally. Prior to Chicago position, led a four person team which advised clients in the acquisition and disposition of office, industrial, retail, and multi-housing assets in the Midwest. Responsibilities included development of capital markets and finance strategies, underwriting, negotiation, and direct accountability to clients. Over career, lead sales efforts in cities such as Chicago, Columbus, Cincinnati, Detroit, Indianapolis, Milwaukee, Buffalo, and Cleveland.