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Click here or scroll down to respond to this candidate1Candidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEVALUE OFFERPolished Capital Markets and Relationship Manager for Asset Management Services within Alternative Investments, capital positions, and Real Estate holdingsSuccessful experience sourcing, structuring, evaluating/modeling, and closing various commercial and residential real estate capitalization transactions at both the asset and strategic portfolio level(s). As well as some niche asset- classes.o Sourced and procured $1.2B in capitalization over career. o Successfully procured and managed the debt & equity horizon for a $2.7B real estate portfolio consisting of all primary asset-classes:Inclusive of stabilized and repositioning plays within the multi-family (market-rate and affordable), as well as all primary and niche asset-classes or alternative assets (event venues, flex office, small industrial, marinas, storage, and operating entities). o Synthesized a constant pursuit of managing weighted cost of capital portfolio wide, whilst managing investor relations with debt, equity, LP/GP development partners (joint ventures and preferred arrangements), private equity partners, and institutional capital partners. o Successfully, sourced, deployed, and closed $280M in equity for the repositioning of HNW Family Office portfolio(s) valued at $1B in value.o Extensive expertise in Business Development & management of new or existing Investor Relationships across the capital stack. Seek to align programmatic capital partners with the initiatives at hand, as well as representing the placement and reporting of such capitalization efforts on behalf of all stakeholders.Led consulting practice providing asset management services and underwriting support. o Developing and maintaining valuation and yield characteristic modeling, proforma development, for all asset-classes and capital positions. Accustomed to extrapolating empirical data and market or sub-market research to enrich assumptions.o Ability in articulating analysis and the on-going refinement of presentations for investor relations. EXECU TI V E ACHI E VE M E NT SKokua Capital, LLC-Dallas, TX 2024-PresentCapital Markets & Asset Management Due DiligenceThe procurement, evaluation, structuring and placement of the capitalization and asset management due diligence support for clients within the private equity, family office, development, Sponsor, and fund management platforms across most alternative asset classes with real estate at its core. Skills: Asset Management Business Development Capital Markets Commercial Real Estate Real Estate Development Financial Modeling Investor Relations Deal Sourcingjhme Real Estate Advisors - Kinsman Capital Plano, TX 2013- 2023 Managing Director, Capital Markets (2015-2023) / Director, Capital Markets (2013-2015) Managing Partner for both jhme Real Estate Advisors and Kinsman Capital (divisions of Kinsman Ventures-a HNW Family Office with a portfolio of real estate and operating companies). Primarily responsible for the leadership and the strategic direction of both entities, and focus on the sourcing, structuring, and execution of debt and equity procurement on behalf of the family trust and the client portfolio(s).Successful sourcing and execution of capital arrangements & due diligence efforts in securing of four (4) rounds of TASE (Tel Aviv Stock Exchange-Israeli bond market) capitalization closings totaling $700M.Sourced, underwrote, and secured $270M in equity arrangement strategies of existing (repositioning) and new development of multi-family product within Texas and Sunbelt regions.Cultivated relationships with institutional capital partners, family offices, banks, GSE & HUD Lenders, and investors throughout the capital stack by virtue of executing capital placement and due diligence engagements. Capital Markets and Asset Management2Research and implement salient assumptions from private and public company filings (10-Ks, Qs, investor presentations, and benchmark index data, and industry data). The implementation thereof used for thesis and investor presentation purposes (and/or general edification).$250M in Multi-Family Debt; as well as sourced, structured, and closed $80M in alternative asset uses (single-family lot development and cash-flowing event venue portfolio)Participated in all board meetings and investor presentation meetings. Thus, identifying strategic and tactical problem solving using KPI and performance analysis techniques. As well as preparing and presenting presentations on behalf of the firm, family members, and portfolio.Managed team of 21 members nationwide and the execution of additional due diligence including Construction Management, Technical Due Diligence, Financial Due Diligence and Environmental Underwriting and Reporting. Pillar Income Asset Management Dallas, TX 2008 2012 Vice President Capital Markets (2008-2012)Responsible for the sourcing of debt and equity capital for Prime Income Asset Management, who managed the capital markets and investor relations activities for Transcontinental Realty Investors, Inc. and American Realty Investors, Inc. As well as the holdings of the high-net-worth family trust.Successfully procured and managed the capital stack for acquisition(s), ground-up development (construction capitalization), repositioning investment strategies, and recapitalization of high yield or maturing assets, and existed with the constant pursuit of managing weighted cost of capital portfolio wide, whilst managing investor relations with debt, equity, LP/GP development partners, private equity partners, and institutional capital partners.Disciplined management of the debt and equity placement horizon for a $2.8 billion portfolio.Identifying and overseeing the capitalization and due diligence of all assets (primarily multi-family, ground-up development, industrial, and office assets)o 10,000 multi-family units across 12 states (market-rate and LIHTC). development portfolios. o Key point of contact with collaboration using JV relationships with developers on ground-up development projects.o Tenacious pursuit of capital partnerships, new and existing debt and equity relationships, and the identification of (and evaluation therein) of the vetting of esoteric capital structures and pursuing highest and best use of capitalization efforts portfolio wide. o Proficient in HUD, GSE, Conventional, Structured, and securitized debt placement. Exemplary sourcing of junior capital positions across subordinate positions of any mezzanine, preferred equity, common or GP Equity; as well as the sourcing, evaluation, underwriting, modeling and waterflow distributions thereof. Bank of America Dallas, TX 2004 2008 / 2012-2013 Vice President, Asset Servicing (2012-2013)Led a group of 150 employees, contractors, and overseas resources that collectively designed and implemented quality control and regulatory reporting requirements for a loan portfolio of performing and non-performing loans.Delivered, and accountable for, implementation of quality control reporting of servicing portfolio and ratings agency regulation reporting for the existing performing loan portfolio(s). Led interactions with Rating Agency Groups and the reporting thereof.Designed and oversaw governance structures for service management, mergers and acquisition integration support, and readiness planning for new services while fostering continuous improvement. Master of Business Administration Studies University of Wyoming Bachelor of Business Administration Marketing and Finance Stephen F. Austin State University Activities included: Theta Chi Fraternity and Rugby Team |
