Advisor delivering strategic and financial recommendations to technology-forward real estate and financial services clients - examples below:
(1) US seed-stage residential real estate rent-to-buy startup: Formulated growth strategy by projecting asset/operating model scale-up to 1,000 homes and identifying target markets using data science approach involving 30 metro areas and 5,000 unique data inputs;
(2) UK seed-stage smart heating startup: Presented managers with a new revenue stream opportunity based on existing CO2 emissions measurement capabilities, outlining new SaaS product drawing from commissioned market/competitor report findings;
(3) NY-based asset manager ($16bn AUM): Built financial and forecasting model framework for financials firm undergoing M&A;
(4) FL-based commercial real estate firm: Headed multifamily acquisitions for a private owner/operator, leading team underwriting for $1bn+ of potential deals and driving execution for 4 transactions under exclusivity period

Identified, evaluated and executed direct and fund-of-fund real estate investments; led group's screening and underwriting efforts, asset management function and analysis/preparation of investment committee, investor reporting and fundraising materials. Please see resume for team leadership and selected value-add real estate transactions.

Led screening, underwriting and deal diligence functions for a structured real estate investment business line launched in 2013 as a joint venture with Fortress Investment Group's credit funds to identify and acquire distressed real estate assets in special servicing. Diligenced and executed 10 non-performing loan/REO deals (~$250mm asset value, or ~40% of deals since group's inception). Please see resume for selected distressed real estate transactions.

Completed 2 M&A deals ($5.1bn aggregate transaction size), 7 debt and equity financing transactions ($4.3.bn total amount raised) and multiple strategic M&A advisory assignments for various real estate and gaming clients, focused on lodging, retail and gaming operations/technology companies. Please see resume for selected M&A transactions.