Functional Skills

Market Research
Budgeting
Investor Relations
Financial Modeling
Forecasting / Projections
Real Estate Investing
Commercial Due Diligence
Operations Management
Acquisition Target Identification
Data Analysis
Financial Management
Financial Planning & Analysis (FP&A)
Private Equity Investing
Project Management
Valuation

Software Skills

Microsoft Excel
ARGUS
Yardi

Sector Experience

Financial Services
Real Estate

Languages

Spanish

Experience

Dalfen Industrial Finance
Asset Manager - SE
9/2022 - 1/2024
Led the operations on a 6MM SF industrial portfolio in the Southeast. Developed and implemented the investment strategy for each asset, directing the leasing, operations and capital plans. Immersive market involvement to fully understand our assets position within it by fostering relationships with key market players. Tracked monthly performance relative to budget and underwriting. Prepared and presented quarterly asset reports including updating cash flow modeling in Argus and Excel. Led AM/PM teams on the annual budgeting and business plan updates. Execute on market readiness strategies for developments, reporting on schedules and cost variances. Conduct site visits on a regular basis.
● HIGHLIGHTS:
● • 1MM SF of Leases executed in 2023, all above budgeted and UW values.
• Successfully navigated lead-time issues, overseeing major capital projects such as power upgrades, TI's and spec-suites.
• Extensive knowledge of the development and entitlement process, construction terms and

Trimont Finance
Director – Asset Management
1/2018 - 9/2022
Oversaw a nationwide portfolio of value-add and ground-up construction equity investments. Performed extensive market research for industry benchmarking. Develop business plans and execute on strategies to achieve NOI, Occupancy and ROI targets. Initiate and complete major capital renovation projects. Led lease efforts on value-add portfolio. Led Quarterly Asset Reporting, budgeting, financial analysis and variance reporting processes. Source and managed onsite teams to highlight
potential issues and concerns. Evaluate value creation strategies through cash flow modeling. Monitor construction budgets, critical path and draw requests to ensure timely project completion.
● HIGHLIGHTS:
• 1MM+ sf Industrial portfolio. Played key role in the stabilization and ultimate recap.
• 1.5MM+ SF of Office space in Atlanta, Chicago and Miami. $4MM+ of capital projects and 100k+ sf of leases completed.
• Managed stakeholder relations across the capital stack to include JV partners and lenders.

Jones Lang LaSalle Finance
AVP – Asset Management
2/2016 - 1/2018
Managed multifamily debt portfolio (LIHTC, HUD and Market Rate). Analyze, underwrite and approve consent requests. Collect, review and analyze property financial statements, tracking financial performance. Monitor risk profiles that meet investor Watch List criteria. Ensure compliance with regulatory requirements and loan covenants. Monitor ongoing construction at portfolio properties to ensure completion; review and approve draw requests. Site visits as needed.

Redevelopment Management Associates Finance
Real Estate Division Manager
1/2015 - 9/2015
Responsible for managing a growing department within a full-service real estate consulting firm in charge of providing asset management services to municipalities. Identified opportunities for redevelopment in client target areas (CRA). This included site selection, acquisition due-diligence and analysis, engaging in negotiations, and navigating the entitlement process. Developed disposition strategies and oversaw the management of assets (LIHTC MF, Office and Retail) including property maintenance, marketing, tenant improvements and lease enforcement. Oversaw capital improvement projects and the sourcing of quality tenants, activating the target area. Reengineered clients lease administration and enforcement processes to improve efficiencies.

Rialto Capital Management Finance
CRE Asset Manager
1/2012 - 11/2014
Provide full-scale asset management on a portfolio of non-performing notes secured by real estate located across 15 states. Primary responsibilities include developing, formally presenting, and implementing strategic business plans; Borrower Credit and Financial Analysis; Negotiating debt restructures and property dispositions; Periodic analysis of property operating statements for the maintenance of cash flow model; managing property preservation, lease negotiations and real estate site evaluations. Generated returns exceeding business plan values on more than 100 assets. Negotiated and closed over $20MM in distressed real estate transactions across various funds.

Bayview Financial Finance
Asset Manager
7/2010 - 10/2011
Responsible for the performance of a portfolio of non-performing loans from inception to completion. Initiate direct contact with borrowers, handled complex SFO/FDIC accounts. Analyze borrower financial strength, credit and assets to determine the optimal repositioning/disposition scenario to meet company and/or investor guidelines via NPV modeling and scenario analysis. Prepared asset action plans and presented to client executives to determine course of business. Assigned risk ratings based on asset status. Approve or deny property protection advances, order inspections and investigate insurance claims to minimize losses.

LNR PARTNERS Finance
Analyst
1/2006 - 7/2010
Worked directly with Vice President of Asset Management in the management/restructuring commercial real estate assets securitized in various CMBS portfolios, within pooling and servicing agreement (PSA) guidelines. Analyzed operating statements, rent rolls and other property level information for specific assets across various property types. Analysis includes normalizing, reviewing and comparing operating expenses and budgeting, cash flow modeling, NPV analysis, rollover schedules, and where applicable, preparing trailing 12-month financials and pro forma's. Track loan and property level transactions and review loan documentation for accuracy. Analyze market trends and update cash flow model for NOI forecasting.