Denver, Colorado, United States
Primary underwriter and strategic advisor for institutional client interactions. Manages staff in multiple offices nationwide providing foundational and strategic support for institutional clients focused on office and retail assets ranging from middle-market to trophy properties. Coordinates multiple transactions at different stages and provides guidance on a property- and client-specific basis to facilitate optimal outcomes. Primary point of contact with clients and potential investors to address any concerns and provide additional information as needed to ensure smooth transactional experiences. • Created the valuation model currently in use by the office, retail, and industrial sectors of the North America Capital Markets Group. Continually updates with new features and adjusting to evolving modeling considerations and structures. • Completed in-depth analysis on over 100 million square feet of property with an estimated value of $40.3 billion in order to provide guidance to a variety of client investor profiles. • Primary analyst in the preparation of Broker Opinions of Value and Offering Memorandums that have resulted in over $5.2 billion in closed transactions.
Review incoming multitenant property submissions to verify Argus modeling accuracy and identify potential issues that may affect overall pricing. Prepare investment package for review by investment committee. • Primary analyst on over $1 billion in submissions that have resulted in over $200 million in closed acquisitions. Produce acquisition recommendation reports for review and approval by Executive Committee. • Interface with internal and external sources to obtain current market information and address potential legal and financial concerns to increase the surety of closing. • Able to manage multiple transactions with varying deadlines as well as quickly integrate new information into overall analysis.
Produced investment Committee reports for retail, office, and industrial acquisitions. Created sophisticated financial models based on review of legal documentation, market conditions, physical property inspections and on-site tenant interviews. • Primary underwriter on over $4 billion in acquired assets. Product types included single-tenant acquisitions, multi-tenant acquisitions, and portfolios. Nationwide focus including primary, secondary, and tertiary markets in 47 states. • Coordinated with multiple departments and incorporated their feedback and direction into the final investment recommendation report for presentation to the Executive Committee. • Continually adjusted to changing timelines and investment objectives while meeting deadlines.
Provide primary leadership focus for consulting firm’s tactical and strategic direction. Deliver skilled assessment, planning, guidance and consultation to clients in diverse industries regarding business development, process improvement, and IT planning. Provide expertise in start-up capital acquisition, bridge financing, and expansion planning. Oversee internal bookkeeping and financial management. Create and implement marketing and business development strategy. • Start-up client achieved 81% operating margin within 12 months of inception. • Doubled client customer base within 18 months via skilled marketing strategy and in-person sales. • Orchestrated site selection, contract negotiations, entitlements and construction management as part of comprehensive real estate services provided to fast food client.
Oversaw single-tenant, commercial and mixed-use development project management as leader of 3-person internal team. Built network of vendors including architects, engineers, brokers and attorneys in each major metropolitan area within 10-state territory. Underwrote and sourced projects through leverage of on-ground networks in 10 states; moved construction projects through entitlement process. Oversaw internal and lender approvals for all stages of construction projects, from initial package preparation to final presentation. • Developed core underwriting metrics for company’s equity structure. Created metrics defining financial expectations for client projects as well as standardized financial documents. • Assured timely project completion by streamlining internal and external communications with key departments and stakeholders.