KM Partners Icon.jpg

.

 Featured Talent

Follow Us for updates in Affordable Housing

LinkedIn Logo.JPG

 

Affordable Housing Acquisitions & Originations Professionals

*We only include highly qualified professionals who we've invited to display their profile after qualifying*

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 #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.

  • 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

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. 

CONNECT WITH US