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Acquisitions & Originations

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Vetted Talent

We've found and vetted talent across the spectrum of professions, skills, and experiences in our practices areas. We only include top industry-specific professionals across the US, who we’ve hand-picked as part of our invite-only selection process.

 

Real Estate

Affordable, Workforce & Senior Housing     

Tax Credits

LIHTC, NMTC, Historic, Film, & Renewable Energy

Impact-Investing & Sustainability

Please Note: 

KM’s Web Design & Development Company is building us an all new proprietary website platform. This will serve to more systematically display profiles of industry-specific, qualified professionals, which we have already begun including here on our current legacy site. Our new site will allow for advanced keyword and category searches and integrate with our database through a Career Profile Portal. At present, profiles are generally listed in increasing seniority level as you scroll down. The go-live date for KM's new Website Platform is targeted for October 2020.

Profile ID #13336

Current Position: Senior Acquisitions Associate/Senior Development Associate

Open to Relocation: Yes. Will consider most metro areas for the right opportunity. 

Priorities/Primary Interests in New Opportunity: 

-Growth, Culture, Impact, Equity, Ability to Influence Direction

Five plus years at a top national Affordable Housing Developer and Owner-Operator focused on acquisitions, resyndications and development.  Gained increasing responsibility throughout career, which has focused on the entire deal cycle, from initial feasibility through stabilization and close-out.  Currently focused on sourcing new opportunities, and leading internal and external deal teams through the deal lifecycle.  Extensive experience with underwriting, structuring, design, financing, state and city approval processes, document negotiation and project management.

Achievements 

  • Involved in the closing of over 2,000 affordable units with a TDC of over $340MM

  • Closed tax-exempt bond projects generating over $12.3MM in paid developer fee in 2019, as well as multiple acquisitions

  • Executed on transactions utilizing LIHTCs, NTMCs, HOME Funds, Historic Credits, Tax-Increment Financing and Abatement, HAP contracts, and a variety of over financing tools

  • Experience with a variety of product types (workforce, senior, mixed-income) and agency debt executions

  • Sourced and put under contract new development sites in pipeline for over 800+ units

Core Competencies 

  • Primary core competencies and responsibilities include sourcing new land sites and acquisitions, modeling and deal feasibility analysis, underwriting and deal structuring, negotiating purchase agreements, leading the due diligence process, coordinating design team development of rehab scopes and new construction design, negotiating term sheets, loan agreements and partnership agreements with debt and equity providers, navigating the entitlement process with municipalities, working with state agencies and local issuers on approvals, public processes and 42(M) letters, and project management through stabilization.

Strengths

  • Strengths include structuring of complex financial structures, vast experience with the entire deal lifecycle, management of large deal teams and developing analysts and associates’ knowledge and skillsets.

Promotions & Recognition 

Promotions: Promoted two times in five years into positions of increasing responsibility.

Recognition: Consistently received specific bonuses reserved for top performers.

Education

BBA - Top 20 Undergrad Business School; Graduated with Honors 

Profile ID #16482

Business Development/ Project Management Associate

Priorities/Primary Interests in New Opportunity: 

Actively seeking a new path within Sustainable Infrastructure and/or Affordable Housing Real Estate Development in an Analyst or Project Manager capacity. Eager to gain experience in energy management and renewable solutions. Passionate and committed to going green for both environmental and human wellbeing. Highly interested in Affordable Housing as well.

Professional Summary:

  • 2 years post University, with a demonstrated history of working in the commercial real estate industry as a Licensed Investment Sales Broker and Business Development Associate for a construction tech startup

  • Conducted over 300 calls a week to property owners while securing over 100 meetings and valuation presentations with owners to establish and nurture a broker-client relationship

  • Constructed pro forma financial statements for property valuation and became familiar with the process of underwriting commercial properties

  • Assisted with securing initial $400,000 in seed funding for company through convertible debt

  • Developed company growth strategy through building product cost models, revenue projections, and investor pitch decks

  • Project manage the software development team while overseeing the product roadmap regarding new concepts for future enhancements and features

  • Core competencies: Pro forma modeling, Underwriting, Investor Relations, Microsoft Office Suite, Salesforce, Jira

Education: BA from a Top 35 Internationally Ranked University

Current Geographic Region: Northeast 

Open to Relocation: Yes, would consider Denver or SoCal for the right opportunity

Profile ID #11820

Senior Acquisitions Manager

2 Master’s degrees

Master’s in Public Policy from Top 3 nationally ranked program

  • Concentration in Business & Government with focus on public finance and real estate

  • Coursework in top ranked business and design schools

Master’s in Urban Planning - Graduated with 4.0 GPA

  • Bachelor’s in urban geography, Summa Cum Laude, Phi Beta Kappa

  • Experience with a Top 50 national Affordable Housing Owner/Developer; $1B balance sheet, 11K units in 11 states

  • Acquisitions, underwriting, deal sourcing, pro-forma modeling, capital markets and valuations, due diligence, deal structuring and negotiation, investment committee and board approvals

  • Promoted after 18 months to Senior Acquisitions Manager

  • Led underwriting, valuation, and deal structuring of largest single acquisition in 15-year company history – purchased portfolio of over 30 GP interests with 1,000 units and Property Management company in 2 new states

  • Experience with LIHTC, Section 8 / HAP, Historic Tax Credits, State Tax Credits, HOME/CDBG, HFA gap programs, acquisition financing, tax exemptions, REITs and conventional private equity

  • Responsible for creating and maintaining enterprise-level financial models, sourcing new business opportunities, and building outside relationships with potential partners

  • Reported to MD/SVP and directly supervised Acquisitions Associate

  • Summer at national Top 25 Owner/Developer of Affordable Housing; acquisitions underwriting and Tax Credit application experience in NYC

  • Extensive experience with major development project entitlement with mayor’s office and planning agency for big city government

Current Region: West Coast

Profile ID #12234

Business Development Professional | Financial Consulting/Professional Services 

  • CPA licensed

  • Led business development efforts for a new consulting firm in Denver, bringing in 7 new clients with revenues up to $450 million in revenue in 10 months

  • Prospect and build a client base of CFO's, CAO's, VP/Directors of Accounting and Corporate Controllers.

  • Analyze business needs and articulate how to provide solutions to corporate finance leaders

  • Design unique programs and events to grow authentic relationships among professionals

  • Plan, supervise and manage day-to-day responsibilities of over 40+ real estate audits, reviews and compilations using a risk-based approach with up-to-date accounting standards according to Generally Accepted Accounting Principles.

  • Conduct real estate development job cost details, cost certifications, carryover tests, 50% tests, 95/5 tests and a variety of other development consulting services as considered necessary for developers to fulfill investor and/or regulatory requirements.

  • Real estate industry specific experience is primarily in tax credit incentivized development and funds, the low-income housing tax credits and historic rehabilitation tax credits.

  • Financial statement consolidations and real estate investment fund accounting experience.

  • Participated in real estate practice development by representing the firm at various conferences, being on proposal teams, attending seminars, networking events, participating in local trade organizations.

  • Experience with various financing including Freddie Mac, Fannie Mae, HUD Programs, Section 8, local and state subsidies, and city and state funding sources

  • Executive steering committee member for a membership-based organization serving women who work in or affiliated with the M&A markets

  • Committee chair for an affordable housing professional association

  • Assisted to develop the Young Professional committee within the affordable housing association

  • Club level Equestrian team captain during undergraduate studies and led team to national championships three years in a row

  • Proficiencies in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Acrobat, CCH ProSystem fx Engagement, ActiveData, T-Value, BNA Fixed Assets, Yardi Voyager, RealPage OneSite and HubSpot

Education:

  • MS from Top 100 Best Graduate Business Schools ranked by by US News

  • BA from Top 20 Best Undergraduate Business Program ranked by US News

Profile ID #14378

Senior Originations Manager, Tax Credit Equity

Primary Responsibilities & Core Competencies:

  • Responsible for driving equity investments for top 20 National Bank

  • 15 year industry veteran

  • Originate new Affordable Housing equity investments and lead a team to do the same through great relationship management and execution; developing loyal relationships is critical; execution is key

  • Exceeded production goals through critical periods, such as tax reform, when appetite for credits was slightly muted

    • Outperformed expectations with almost 10% YOY growth

    • 2020 production forecast to be 20% YOY growth

  • Drive strategy and goal-setting for the team, strategic direction/ initiatives

  • Negotiation of equity documents

  • Underwriting/ complex deal structuring

  • Drive investment production of Low-Income Housing Tax Credits, New Markets Tax Credits, Historic Tax Credits

  • Product expert in Affordable Housing Finance, including tax exempt bonds, HUD programs including Section 8 and Fannie/ Freddie as well as Conventional Private Equity

  • Significant contributor to revenue through leveraging equity investments for additional banking business; over $5MM in revenue in 2019

Professional Achievements:

  • Active Affordable Housing industry experience, including at the board level

  • Regular speaker at Tax Credit conferences discussing investor perspectives into the equity markets

  • “Real Estate Woman of Influence”

  • “Accomplished Under 40”

Education:

  • Master’s Degree in Accountancy

Current Location: West Coast

Open to Relocation: Yes, for the right opportunity

Profile ID#16711

Director of Housing Development/ Director of Housing

Priorities/Primary Interest in New Opportunity:

A position that offers autonomy and opportunities to advance knowledge and level of responsibility, paired with a high level of competency within the organization, proven leadership with track record of success, and a strong platform.

Professional Profile

Achievements

  • Closed 160 LIHTC and Section 8 transactions including single assets, portfolios and GP Interests

    • Completed $2,000,000,000 in LIHTC and Section 8 transactions

  • Project manager for 200+ unit new construction LIHTC asset with a TDC of $60,000,000

  • Largest single asset transaction was $325,000,000

Primary Responsibilities and core competencies

  • Sourcing, structuring, negotiating, and closing LIHTC and Section 8 transactions

  • Identifying unique strategies for value creation and asset value maximization

  • Financial modeling in excel (DCF analysis, waterfall modeling, multiple tranches of debt)

  • Debt and equity structures in the affordable housing space

  • Deep knowledge of state specific LIHTC laws/regulations that impact value, including Real Estate Tax Exemptions, Qualified Contract and Right of First Refusals to non-profits

  • Strong understanding of LIHTC partnership agreements and how they affect the proceeds of GP’s and LP’s in asset dispositions

Education

  • MS in Real Estate from Top 25 Nationally Ranked University by US News

    • 3.85 GPA

    • Finance Track

  • BA in Economics with an emphasis in real estate

Current Geographic Location: Northwest

Open to Relocation: No, but ok with frequent travel

Profile ID#10586

Current Position: Director – Acquisitions / VP – Acquisitions

Priorities/Primary Interests in New Opportunity:

Culture, Mentors, Performance based income growth

Professional Profile:

  • 21 years in a transactional real estate environment that spans affordable housing finance (debt and equity), tax credit equity investing in housing and renewable energy, and commercial real estate

  • Started in more quantitative, analytical, and underwriting functions, and progressed to originations, production, and business development roles over the last 10 years

  • In last 15 years, have been involved in the origination, underwriting, and closing of nearly $1 Billion in community focused transactions using various debt, equity, and tax credit structures resulting in the production or preservation of 10,000 units of affordable housing and 200 MW of renewable energy         facilities in over 20 states

  • Since 2018, have originated and closed $80 Million in tax credit equity, primarily in CA

  • Regularly see and review over $1 Billion in tax credit equity opportunities on an annual basis

  • Current pipeline of $250 Million (equity) consisting of 20+ transactions in various phases of deal life cycle

  • Primary core competencies in deal structuring and viability (from both a real estate and tax perspective), syndication, equity modeling, and presentation of complex deal structures

  • Bachelors of Business – Top 20 nationally ranked undergraduate university, graduated cum laude

Current Geographic Location: West

Open to Relocation: Yes, but only to Boston, otherwise prefer to stay in current location

Profile ID #10270

Managing Director / Originator

Qualitative Achievement(s)

  • Acquisitions, Dispositions, Financing, Portfolio Management, and Construction oversight

  • National experience with primary, secondary and tertiary market knowledge

  • Underwrote and provided LIHTC bridge financing on several deals ranging in size from $25 million to $50 million

  • Underwrote and provided capital for acquisitions & ground up Community Reinvestment Act (CRA) Affordable Housing deals over the past 10 years

    • Thorough understanding of the qualifications for CRA deals as well as how to source, underwrite and close

  • Deep industry contacts (approaching 4,000); 25+ years’ Real Estate experience

  • Adept at sourcing investments, whether asset or capital based deals

  • Have acquired and disposed of over $5 billion in Real Estate assets

  • Invested over $1 billion in capital in the form of senior and subordinate debt

Quantitative Achievement (a case study)

Acquired a 200,000 square foot office building in a primary market that was 50% leased.  Stabilized the rent roll and drove the occupancy to 100% in 9 months.  Oversaw the construction of 7 floors at once with 4 separate general contractors.  Led the initial financing and capital structure as a “key man” on the senior loan documents and successfully refinanced the asset within 24 months with long-term debt.  Initial property acquisition cost was sub $90 million with a stabilized net operating income of $7,500,000 for an adjusted market value of $150 million in 2 years (5% reversion cap rate).

Primary Responsibilities, Core Competencies & Strengths

Primary core competencies in sourcing investments, due diligence, market analysis, underwriting, pro-forma analyses, senior & subordinate debt, all asset classes, all markets, leasing, management and construction oversight.

Education

B.A. New England base Liberal Art’s College

M.S. Top 50 globally ranked university – concentration in real estate finance and development

Current Geographic Location

Northeast

Open to Relocation

New York, NY, Washington, D.C., Philadelphia, PA – will consider anywhere for the right opportunity.

KM Search Partners is a National Executive Search and Professional Recruiting Firm. KM Search Partners provides professional and C-level executive search for Real Estate, Development, Investment Management, and Infrastructure as well as related Finance and Business Services Nationally. KM Search Partners provides Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). KM Search Partners provides executive search in Denver across multiple industries. KM Advisory Services provides values-based knowledge management consulting that enhances organizational performance and optimizes long term value. Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). Executive Search and Professional Recruitment for Multifamily and Commercial Real Estate. Affordable Housing Executive Search and Recruitment. Affordable Housing Recruiting. Recruiting for Affordable Housing. Affordable Housing Search Firm. Low Income Housing Tax Credit Executive Search. LIHTC Executive Search Firm. LIHTC Recruiting. Affordable Housing Executive Search Firm. Low Income Housing Tax Credit Executive Search Firm. Affordable Housing Jobs. Affordable Housing Careers. Jobs in Affordable Housing. LIHTC Jobs. Jobs in LIHTC. Careers in LIHTC. 

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