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Affordable Housing Leaders

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

Profile ID #13553

Principal Investor | Private Capital | Alternative Investments

With their experience in the industry, the changing dynamic of the market, and new legislation like Opportunity Zones, this individual has a desire to align with a larger institutional platform with an affordable/ workforce housing orientation.

  • Focus in Affordable/ Workforce Housing and related Real Estate Investment & Development

  • Leading Acquisitions, Capital Formation (debt & equity), Investor Reporting & Communication, Development, Transaction Underwriting 

+        More than 20 years of alternative investment experience, over a dozen years of real estate related experience – currently directs all acquisitions for a proprietary investment pool backed by private family office; Responsible for sourcing, underwriting, structuring, financing real estate transactions

+        Developed and implemented GP Co-investment strategy: sourced, underwrote and negotiated GP Platform partnerships. Underwrote asset investments including 14,000 housing units representing $1.8 billion in asset value;  Negotiated term sheets and drafted legal documentation for real estate transactions; outreach & dialog with industry participants: operators, regulators, lenders; participation in industry events: ULI, NMHC

+        Extensive outreach with impact oriented, affordable housing community catalyzed by the rebuilding efforts required following Sonoma fires; community foundations, CDFI/ non-profits, state & federal agencies; explored alternative financing techniques: tax-exempt bonds, tax equity, impact district bonds

+        Investor base includes private equity, family office, institutional capital, sovereign wealth funds, endowments, pensions 

+        Prior: negotiated joint venture with strategic corporate investor securing $45 million in anchor capital; grew assets under management to $425 million including traditional limited partners and separate accounts; developed and incubated acquisition rollup platform, culminating in a $2 billion+ IPO; executed complex cross-border developer/ asset acquisition  & restructuring; firm stewardship: board member & investment committee member

+        Previously: oversaw portfolio of 60 real estate investments representing $1.4 billion of equity commitments for multifamily investment office; led real estate underwriting and investment; navigated fund/ GP restructuring; supported $1 billion private equity/ real estate secondary sale and portfolio monitoring

  • BA from Top 5 Nationally Ranked Best Liberal Arts Colleges

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Profile ID #15812

Chief Financial Officer | Asset Management | Project Management | Strategic Planner

Performance-driven CFO with expertise in spearheading initiatives that strengthen internal infrastructure and expand revenue-generating/cost cutting capabilities. An accomplished executive in affordable housing, Social Service programs, Real Estate Development and Property Management. Experienced at leading teams of 50, P&L responsibility to $150M and capital/redevelopment budgets to $100M. Expert in the complex transactions of Not-For-Profits, Corporations, LLCs and LLPs and related party transactions.  Collaborative leader focused on relationships, process and results.

Core Competencies: Strategic Planning, Financial Management, Reporting, Accounting, Budgeting, Forecasting, GAAP, Asset Management, Low Income Housing Tax Credit Financing (LIHTC) and State Tax Credits, Compliance, Risk Management, Insurance, Procurement/Contracts, Collections, Board

Reporting, Audits (HUD, Not-For-Profit, For Profit), Information Technology, Cybersecurity, Safety, Workers Compensation, Training, Human Resources, Property Management, 403(b), Revenue Bonds, Grants, Construction Financing, HUD Funding Programs, Sections 8 & 202, Project-Based Vouchers, Project Based Rental Assistance, Code of Federal Regulations, Consolidated Financial Reporting, Various Software

Select Experience

  • Large RAD (Rental Assistance Demonstration Program) conversions of over 1,000 units from public housing to multi-family affordable programs.

  • Directed the Finance, Asset Management, Information Technology, Human Resources and Procurement Departments for thousands of Affordable Housing units, including developments with Market, LIHTC, PBRA (Project Based Rental Assistance), PBV (Project Based Vouchers), Public Housing and various other subsidy programs with annual operating incomes in excess of $50M, over 4,000 Housing Choice Vouchers, HUD capital allocations, redevelopment activity earnings and RAD and/or LIHTC projects totaling hundreds of millions of dollars; including the budgeting and property management accounting for the LIHTC/affordable housing properties, during and after transformation from public housing to multi-family programs, the accounting for the social service programming/grants and development activities. 

  • Work with investors, lenders, auditors and State Finance organizations on property conversions, compliance, loan conversions, equity draws, cost certs and audits.

Select Accomplishments

  • Spearheaded software and finance project to increase revenue collections and operating efficiencies and to enhance financial reporting capabilities.

  • Increased rent collection average from 70% to 95%.

  • Reduced budget preparation time from 5 months to 2 months.  Implemented a budget software to facilitate the process.

  • Provided a cost neutral employee benefit – Compressed Work Week Program: Revenue projections did not support salary increases. Needed other mechanisms to retain and attract staff, such as Work Life Balance Programs.

  • Project managed the build-out of a computer lab and library for residents.

  • Closed several LIHTC and RAD deals.

Previously, Manager at owner of commercial real estate, a Director at one of the largest owners of real estate in the United States and Audit Manager in one of the Big 4 CPA firms.


Education & Certifications: BBA – Accounting; MBA – Finance; Certified Public Accountant

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.