Accomplished real estate executive with a proven track record of managing transactions exceeding $3 billion, employing opportunistic, value-add, and core-plus strategies. Exhibits a robust investor/developer perspective, with a specialization in commercial real estate development, investment, leasing, and transaction management. An entrepreneurial leader, characterized by a drive for results, intellectual curiosity, analytical rigor, and a proactive approach to problem-solving.
Acknowledged as a Forty Under 40 Business Leader by the Denver Business Journal and one of the top five Gen XYZ business professionals by ColoradoBiz for contributions to the commercial real estate industry, achievements relative to startup companies, and supporting Diversity, Equity & Inclusion (DEI) efforts across multiple firms.
BASTION, INC.
Consulting firm specialized in providing executive-level expertise relative to commercial real estate (asset and property management, development, finance, leasing, and transactional sourcing / oversight), business operations (assessment, process creation / improvement, departmental or company-wide restructuring), and corporate governance (board representation, entity structuring, investor relations, and regulatory compliance).
Chief Executive Officer
Feb 2019 – Present
Senior Advisor to PE funds, institutional investors, family offices and private investors providing creative and strategic solutions for principal real estate investments, development / redevelopment, asset & portfolio management, leasing, and transactional oversight across the United States.
· Underwrote valuation and facilitated disposition of a $470M real estate and investment portfolio for a family office.
· Managed disposition transactions for joint venture partner, achieving an equity multiple of 3.38 across three large-scale, master-planned communities.
· Devised a strategic plan for investment opportunities across major US cities, presenting execution recommendations to the client’s C-Suite team and investment committee.
· Provided comprehensive development services and financing advice for McGregor Square, a $350M, mixed-use redevelopment project.
Achieved full occupancy for commercial office leasing at McGregor Square, surpassing the submarket average rental rates by 23.89% during a high-vacancy period.
INTEGRATED PROPERTIES, INC.
Private/family investment firm specializing in managing credit instruments, real estate investment, and land holdings to optimize Return on Investment (ROI), operating income, and processes/procedures.
CHIEF OPERATING OFFICER
Aug 2015 – Feb 2019
Charged with redirecting investment, ownership, and operational strategy to secondary/tertiary markets to capitalize on growth trends outpacing some of the gateway markets. Directed all efforts focusing on acquisitions, dispositions, redevelopment, leasing, and asset management. Responsible for creating and directing the execution of the business plans. Managed the P&L and the efforts and performance of the asset management team. Established new headquarters, hired key asset managers, team members, and oversaw identification of and contracting with third-party providers.
· Secured over $450M in LP Capital from various investors including PE funds and family offices.
· Directed investment structuring negotiations, utilizing diverse equity investments such as member interest, common & preferred units, warrants, and convertible debt.
· Collaborated with a private equity firm on a $200M acquisition of a gaming & hospitality property, representing the majority investor in operational decisions, team onboarding, and regulatory compliance.
· Introduced an electronic reporting process across portfolio assets, enhancing investor relations and saving $150K annually.
Managed portfolio assets and investment financial performance, using sensitivity analytics to inform operational decisions and business strategy.
Vice President of Business Development
Mar 2011 – Aug 2015
Led investment strategy by analyzing and integrating financial data into concise investment recommendations including potential acquisition targets. Worked cross-functionally with accounting & marketing teams to analyze and develop key performance indicators (KPIs), trend analyses, and dashboards to monitor operations. Additionally, oversaw investor relations, ad hoc projects, and human resources for the Department.
· Boosted AUM by 3X and NAV by 5X through strategic asset management and capital redeployment.
· Raised $150M in capital, negotiated $325M in credit instruments, and secured $50M in lines of credit, while maintaining key investor and bank relationships.
· Established firm infrastructure, secured operating partners, coordinated service providers, and contributed to advisory board creation. Presented to top-tier family offices, lenders, and foundations in the US.
· Led a 65-member team of real estate professionals, including acquisitions, asset management, property management, engineering, and administrative staff.
· Sourced and closed ~$625M in new acquisitions and managed $170M in dispositions.
· Directed the development of a 334,000 sq ft mixed-use property, setting a new market record for price per square foot, exceeding the previous benchmark by 24.71%.
LB OPPORTUNITY FUND
Discretionary fund focused on value-added real estate investments and related opportunities.
General Partner
July 2022 - Present
Lead the investment strategy for the fund and execute value-added real estate strategies, developed new partner relationships, and determined new areas for investment consideration.
· Established governance structure and drafting of legal agreements, aiding a team of real estate professionals in bringing their fund to market.
· Generated Fund return projections and financial metrics for capital raise projections and performance summaries, and managed the creation of all related collateral, equating to a capital raise exceeding initial targets by 17.50%.
· Administer operations function, delivering quantitative backing and top-tier tools, resources, and research for the Fund’s investments and orchestrate monthly investor forums and quarterly updates, fostering collaboration among 50+ investors and stakeholders.
· Serve on the Investment Committee, conducting metric analysis and financial modeling to guide capital deployment decisions.
Real Estate Salesperson Licensure
State of Texas Real Estate Commission
2023
Certified Financial Specialist
National Center for Housing Management
2023
Certified Occupancy Specialist (Section 8)
National Center for Housing Management
2023
HOME Occupancy Specialist
National Center for Housing Management
2023
Tax Credit Specialist (Basic & Advanced)
National Center for Housing Management
2023
Argus Enterprise Certified
Altus Group
2019
Procore Certified
Procore Technologies
2017
CoStar Training
CoStar Group
2015
Real Estate Associate Broker Licensure
State of Colorado
2011 - 2021
Master of Business Administration
University of Denver - Daniels College of Business, Denver, CO
2015 – 2017
Master of Arts, Medical Clinical Sciences | Mental & Behavioral Medicine Concentration
Boston University School of Medicine, Boston, MA
2008 – 2009
Diploma, Premedical Studies
Harvard University Extension, Cambridge, MA
2005 – 2007
Bachelor of Science, Business Administration and Management | Industrial Psychology Concentration
Boston University, Boston, MA
2002 – 2005
Advisory Board Member (Women in Leadership Program)
University of Colorado
2023 - Present
Investment Committee Member
LB Opportunity Fund
2022 – Present
Vice Chairman
LawBank, Inc.
2012 – Present
Member
Denver Business Journal Leadership Trust
2021 – Present
Member
CCIM CO/WY Chapter
2019 – Present
Member
National Jewish Health 5280 Air Society
2018 – Present
President
McGregor Square Metro Districts 1 & 2
2019 – 2022
Vice Chairman of the Board
Ocean Resort Casino
2018 – 2019
Forty Under 40 Business Leaders
Denver Business Journal
2021
GenXYZ Top Five Business Leaders
ColoradoBiz
2021
Inclusiveness @ Work Awards (Business / Corporation)
Center for Legal Inclusiveness
2021
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