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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

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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 #16640

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Real Estate Investment Banking Associate

Professional Overview:

  • Currently employed at a Fortune 500 Investment Bank

  • Promoted to Associate after 2 years as an Analyst in Debt Capital Markets

  • Conducts in-depth financial analysis and strategy advisory for clients

  • Executed a $1bn minority stake sell-side transaction for a major Real Estate Development firm

  • Executed ~$500mm inaugural green bond offering for a healthcare REIT

  • Closed billions of dollars in equity and debt offerings for Real Estate clients

  • Primary core competencies in M&A, capital markets, valuation, financial modeling, data analysis, Excel, PowerPoint, strategic advisory, and financing

  • Significant time spent on Real Estate market research and quantitative and qualitative analysis for Real Estate clients

  • Works closely with new team members on training and mentorship; collaborates with senior leaders on deal execution and client coverage

  • Looking for opportunities in Affordable Housing at a high impact firm with a clear social impact dedicated culture

Education:

  • Ivy league degree in Applied Mathematics and Economics with a 3.90 GPA, Magna Cum Laude

  • Completed summer program at top Economics university

Current Region: Northeast

Profile ID #12444

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Acquisitions Analyst

Professional Profile

  • Currently employed at a Private Equity Real Estate Investment firm headquartered in the Northeast that owns and operates over 10,000 affordable and market-rate multifamily apartment units as well as 1MM+ sq. ft. of industrial warehouse space

    • Directly reports to COO and Principals

  • Works extensively with the firm’s leveraged purchase underwriting model in anticipation of potential acquisitions

  • Created company’s comprehensive development model, which includes complex construction loan terms and various lease-up assumptions

    • The model is currently being used for all of the firm’s development projects

  • Led the company’s entrance into the Industrial Real Estate market by creating an industrial specific financial model

    • Spearheaded the first 5+ acquisitions from initial underwriting to actual closing and composed development strategies with the Construction Management division

  • Compiled and analyzed all due diligence items related to current acquisitions, including financials, rent rolls, regulatory agreements, land use agreements, and government subsidy restrictions

  • Prepared and maintains the portfolio’s distribution waterfalls and investor preferred return calculations for all quarterly portfolio distributions

  • Partnered with in-house Council to create various LP, GP, and Co-GP legal ownership structures as a part of tax saving strategies as well as for specific deal needs

  • Successfully organized over $200 million in debt from various banks and financial institutions for new acquisitions and refinances

  • Performed portfolio-wide refinance analyses to determine viable candidates to undergo debt restructuring

  • Composed various deal marketing materials outlining deal structures and pro forma returns to facilitate both debt and equity capital raises

  • Managed the application and approval process for Affordable Housing acquisitions such as Project-Based Section 8 and LIHTC properties

  • Oversaw all Real Estate property tax appeals for current assets under management and coordinated the appeal strategies with Tax Attorneys

  • Looking for a well-established firm that expects and values hard work; extremely loyal employee targeting a firm that values loyalty and has long-term growth potential

Promotions, Awards, Recognition

  • Promoted once in 2 years due to a consistent demonstration of excellent work output and commitment

Education, Professional Certifications & Designations

  • Graduated on Dean’s List and majored in Finance with a 3.7 GPA

  • Completed a financial modeling seminar; topics included DCF, M&A, LBO Modeling and Valuation, & Financial Statement Analysis

Open to Relocation

  • Yes; ideally to South Florida but would consider other locations for the right opportunity

Profile ID #16007

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Operational Analyst/Financial Analyst/Business Intelligence

Interests:

A challenging environment that promotes learning and development – not afraid of long hours and demanding projects. Strong mentorship.

Education

B.S. in STEM from US News Top 20 National University Rankings

Achievements

  • Analyzed KPI for 10k+ multifamily units and $190mil+ NOI across large national portfolio

  • Qualified low-income tenants as leasing agent for 2 communities of 60 BMR units

  • Developed custom Excel dashboards to combine multiple data sources and summarize information for analysis

  • Assist with budgeting and reforecasts for 25-unit portfolio

  • Managed 300-unit multi-family community maintaining 95% occupied while neighboring ongoing construction

  • Assisted in reviewing and ensuring all requirements met within LIHTC program, Regulatory Agreements, and contracts at 6 properties

  • Assisted with physical unit inspections and procuring bids for capital projects, reducing costs by finding competitive bids

  • Trained Regional and Property Managers for 25 units in new procedures and systems, mentored 2 new employees

  • Created comprehensive lease-up tool and renewal tracker to help optimize pricing and revenue growth

  • Streamlined existing systems by consolidating documents, reducing maintenance time by 80%

  • Identified ineffective ad source, saving property 10% of annual marketing budget

Strengths

  • Tenacious

  • Hard-working

  • Problem-solver

  • Dedicated

  • Personable

Promotions & Recognition 

  • 3 promotions in 5 years

  • Received bonus from client for developing new tracking system

  • Multiple awards received when working for national property management company

Current Location

West but willing to relocate to any major city. 

Profile ID #16196

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Senior Acquisitions Analyst

Enjoys the complexities of working in the Affordable Housing and Tax Credit sectors and looks forward to continuing to advance his skills within development.

  • Currently employed at a private equity real estate investment firm headquartered on the West Coast that owns and operates over 1,000+ multifamily units ($200M+ equity)

    • Directly reports to two principals, CIO and CEO

  • Underwritten $800mm+ multifamily real estate investments including value-add and core-plus strategies for over 4,000 units

    • Average deal size is $10mm-$35mm

  • Works extensively with the firm’s leveraged purchase underwriting model in anticipation of potential acquisitions

  • Responsible for investment committee presentations, pitchbooks, and due diligence

  • Proficient in creating financial models to forecast proforma financials, rent roll analyses, loan summary cash flows, valuation, and other property-level details

  • Prepared and maintains the portfolio’s distribution waterfalls and investor preferred return calculations for all quarterly portfolio distributions

  • Developed financial budget variance models for monthly and quarterly reports on asset-level performance

  • Prior experience includes:

    • Managing a $1.6B+ portfolio of LIHTC equity investments for a Top 10 largest apartment syndicator per NMHC 2020 rankings

    • Preparing Private Place Memorandum (PPM) and subscription agreement and assisting in closing multi-investor funds totaling over $200M in LIHTC equity (15+ investors) and proprietary funds totaling over $100M in LIHTC equity (3 investors)

    • Underwriting and assisting in closing 30+ lower-tier partnerships totaling over $300M in LIHTC equity

      • Gained experience underwriting 100+ Affordable Housing deals  

Profile ID #17227

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Current Position:

Affordable Housing Relationship & Transaction Manager/Specialty Products & Securitization Professional

Current Geographic Location:

Pacific Northwest

Priorities/Primary Interests in New Opportunity:

Strong Culture, Mentorship, Opportunity for Advancement, Impact and Mission-driven Investment

Professional Profile

  • A dynamic, performance-focused Affordable Housing professional highly regarded for 5+ years of success in originating, underwriting and distributing specialty real estate credit products for industry leaders

  • Underwrote $1.1B+ in loan proceeds across 30+ multifamily loans/$1.7B+ in commitments across 8 multifamily structured pool transactions and managing/originating $1B+ in structured securitizations

  • Experience underwriting all residential property types including conventional multifamily, senior housing, affordable, manufactured housing, student, small balance and single family rental

  • Serves as a deal manager, guiding transactions through term sheet negotiations, pricing, underwriting, legal, asset management, capital markets and ultimately to settlement

  • Effectively originates, structures, manages, underwrites and securitizes unique products with underlying collateral including 9% LIHTC, 4% LIHTC tax-exempt bonds, small balance loan, bridge loans and single-family rental loans

  • Coordinates and executes credit enhancements and trades with an average deal size of $300M, emphasizing customer success in funding, financing, creating, and preserving affordable/workforce housing

  • Maintains productive, professional relationships with investment banks, hedge funds, private equity funds, CDFIs and other lenders to structure and execute highly customized and esoteric transactions

  • Originated and oversaw approximately $257M in UPB across 15 single-family rental deals

  • Created and formalized pro formas, I&E and rent roll analysis, third-party report/borrower financial position reviews, market analysis and property inspections, and presenting deals for approval

  • Out-of-the-box, analytic thinker currently seeking opportunities in Affordable Housing to leverage my deep understanding of Real Estate finance and structured solutions to drive success, surpass goals, and contribute to a greater community impact mission

Core Competencies:

▪ Structuring & Origination ▪ Relationship Building
▪ Structured Products ▪ Credit Enhancements ▪ Capital Markets Executions ▪  CMBS/ABS/MBS      ▪ Affordable Housing    ▪ Credit Derivatives   ▪ 4%/9% LIHTC  ▪ Commercial Underwriting ▪ Risk Management  ▪ Term Sheet Negotiation     ▪ Financial Analysis & Markets

Promotions, Awards, & Recognition

Recognition/Awards:

  • Promoted to positions of increasing authority and responsibility due to strong leadership skills, understanding of structuring, underwriting and origination, and overall performance.

Education, Professional Certifications & Designations

Exceptional academic qualifications include a Masters in Real Estate Finance from an Internationally Recognized Private University in Washington, D.C.

Open to Relocation:

No

Profile ID #13686

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Capital Markets Relationship Manager / LIHTC Underwriter

  • Underwrote and closed over 20 affordable housing acquisitions representing more than $300 million in direct equity investments utilizing Federal and State Low-Income Housing Tax Credits.

  • Prepare and present financial projections, sensitivity analyses, and investment packages for credit committee

  • Structure deals with various lending programs including Freddie Mac, Fannie Mae, HUD Programs (221(d)(4), HUD 202, Section 8, local and state subsidies, and city and state funding sources

  • Manage third-party consultants, debt counterparts, legal counsel, compliance processes, and construction vendors

  • Recommend risk mitigating structures to senior management and credit officers aligned with IRS Section 42 regulations, bank policies, and investment standards

  • Collaborate with asset management to ensure projects are operating as agreed to in Limited Partnership Agreements

  • Promoted twice in 3 years

Recognition/Awards:

  • 2017 Quarterly Star Performer Award for taking initiative and going above and beyond the call of duty.

Education:

  • BA from Top 5 U.S. Public Institution ranked by US News

Market:

  • West Coast

Profile ID #10423

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Finance Associate

  • Most recently a junior member of a nationwide construction and permanent debt originations platform at a Bulge Bracket Investment Bank

  • Bachelor of Science in Business, Cum Laude - Top 10 Nationally Ranked Business School

    • Concentration in Entrepreneurship; Minor in Real Estate

    • D-1 Varsity Athlete

  • Responsible for initial underwriting models, credit committee presentations, pitchbooks, and due diligence coordination

  • Closed over $1B tax-exempt bonds and taxable loans to finance new and existing Affordable multifamily developments

  • Transactional experience includes Section 42, Section 8, and 80/20 mixed-income properties

  • Prior experience managing a $500M+ portfolio of equity investments across numerous commercial real estate asset classes for a Top 10 Real Estate Private Equity Fund Manager

  • Experience working with acquisitions/dispositions and strategic initiatives​

Profile ID #16749

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Acquisitions Associate / Investment Associate

Professional Overview

Affordable Housing Finance Professional with 6+ years of experience working for a Top 10 LIHTC Syndicator.  Driven initiator with a strong foundation of knowledge of all aspects of LIHTC transactions.  Discerning evaluator of projects with the balance and understanding necessary to provide both the Developer and the Investor with deal structures that are beneficial to all parties.

Achievements

  • Created financial profomas for 500+ prospective Tax Credit equity investments totaling $5+ billion in every region of the US, including the Caribbean

  • Evidenced ability to multitask through efficiently handling up to 50 live deals at any one time

  • Increased the issuance to LOI signature ratio by over 50% since joining the firm

Core Competencies

  • Deep and active understanding of the LIHTC investor market including investor CRA needs, investor hot button issues and general buying parameters

  • Strong relationships with key professionals in the Affordable Housing Finance sphere, including equity investors, debt professionals and developers

  • Fully independent with knowledge of all aspects of a LIHTC project

    • Ability take a preliminary proforma, utilize tax, finance and partnership law to draft LOI’s that mitigated risk and maintained market competitiveness simultaneously

  • Go-to contact within current company to provide LIHTC pricing predictions based on preliminary sets of numbers and to model projects with the most complex financing structures

  • Capability to crisply present pertinent deal information, including investment risks and highlights, guarantor strength, capital structure and market viability LIHTC investors

  • Ability to evaluate the long-term marketability of multifamily Real Estate investments through analysis of capture rates, penetration rates, cap rates, achievable rents and relevant local economic factors

  • Interested in trajectory to Originations and open to other paths

Education

Bachelor of Business Administration in Real Estate – Top 10 Undergraduate Real Estate Program                

Current Geographic Location

Southeast

Profile ID #16353

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Senior Analyst/Underwriter

Professional Overview:

  • Recently promoted to Senior Analyst for strong work ethic, ability to take on additional responsibilities, and training of new team members

  • Experienced Real Estate Finance professional with over 5 years of experience in commercial banking and over 3 years of experience in commercial Real Estate across multifamily, office, and retail assets

  • Responsible for the structuring, underwriting, and closing of over $250M in Affordable Housing, market-rate, and energy-efficient multifamily debt across primary, secondary, and tertiary markets

  • Provided transaction advisory services for the North American office and retail portfolio one of Forbes Top 25 Largest Banks

  • Proficient in creating financial models to forecast proforma financials, rent roll analyses, loan summary cash flows, valuation, and other property level details

  • Present comprehensive underwriting and mortgage credit narratives to investment committee for approval

  • Perform market research utilizing CoStar and local brokers to support underwritten valuation, rental rates, and capitalization rate conclusions

  • Manage due diligence processes and reports between key Principals, Property Managers, Legal, and third-party vendors to ensure all transaction closing conditions are met in an efficient and timely manner

Education: BSBA with an emphasis in Finance from a Forbes Top 50 Ranked Business School in the United States

Current Geographic Location: Northeast

Open to Relocation: No

Profile ID #15349

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Senior Underwriter | Portfolio Manager

Top 5 National Affordable Housing Lender

  • Portfolio Manager – 1.5 Year​s

​Top 50 National Accounting Firm

  • Affordable Housing Real Estate Analyst – 4.75 Years​

Loan Origination

  • Underwrote and closed 17 loans, accounting for over $196 million in originations, $250,000 in fees and projected to generate $3.5 million in interest

  • Deals encompassed 2,400 units across a variety of project types (family, seniors, mixed-income) in multiple states

  • Transactions utilized diverse loan products and structures including tax-exempt loans, HOME funding, LIHTC equity, AHP funding and Private Placement permanent loans and Freddie Mac executions.

  • Worked closely with developers, Relationship Managers, Closing Officers, Servicing Officers, counsel and the credit team to ensure the deal structure aligned with the bank’s credit requirements and risks were sufficiently mitigated.

  • Worked with servicing team, counsel and participating bank to ensure all post-closing items have been met prior to funding.

  • Managed internal processes and coordinated internal team responsibilities in order to smoothly execute transactions.

  • Analyzed project and guarantor financial statements, loan documents from other funding sources, regulatory agreements and other project due diligence materials.

  • Validated pro forma NOI, development budget, and construction draw schedule assumptions.

  • Mentored Analysts.  Reviewed their work and provided feedback and education to ensure that they became more valuable members of the team.

  • Member of the team that updated the bank’s internal loan tracking website.

  • Worked on a team of 4 to 5 across different states, typically underwriting 2 to 6 loans at a time

Real Estate Valuation

  • Managed and delivered 80 projects with over $650,000 worth of fees over a one-year period

  • Performed market studies, rent comparability studies and appraisals for new construction and existing affordable housing properties throughout the nation for lenders, developers and syndicators

  • Wrote reasonableness opinions of related party fees on over 30 projects totaling over $1 billion in total project costs

  • Created and maintained word and excel templates which save the company approximately 3 hours per report (in decreased data entry and decreased errors) and decreased training of new hires by approximately 5 hours

  • Created and maintained a file of templates for specific analyses, saving approximately 1 hour on applicable reports

  • Created and maintained a word document of all revenue procedure interviews, saving approximately 1 hour per report

  • Worked on a team of 4 to 5 across different states, typically training/working with 2 to 4 Junior Analysts at a time and writing 2 to 6 reports at a time

  • Projected AMI growth over 5 years in various markets across the US

  • Determined the reasonableness of fees paid to related parties in LIHTC and HTC transactions

  • Determining rents, marketability and values of multifamily, commercial and mixed-use properties by:

    • Locating and analyzing subsidized, tax credit and market rate multifamily comparables, as well as improved sales, land sales and commercial leases

    • Performing market/demand analysis, surveys of comparables and operating expense analyses using historical and comparable data

    • Analyzing of economic trends, zoning regulations and real estate taxes

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Profile ID #15406

Senior Underwriter and Executing Project Finance Professional

Top 5 National Affordable Housing Lender

  • Vice President, Loan Origination – 6 Years

  • Assistant Vice President, Loan Underwriting – 3 Years​

​Top 50 National Affordable Housing Developer

  • Acquisitions Analyst – 3 Years​

Promotions, Awards, and Recognition

  • Promoted 3 times in 5 years into roles of increasing responsibility while at Affordable Housing Lender.

  • Holds Series 52 and 63 Securities Licenses

Qualitative and Quantitative Achievements

Loan Origination

  • Worked on an origination team that closed 125+ loans, accounting for over $2.5 billion in construction financing and $2.0 billion of permanent financing in markets across the U.S. (20,000+ units).

  • Transactions utilized diverse loan products and structures including tax-exempt loans, taxable cash loans, Fannie Mae, and Freddie Mac executions.

Underwriting

  • Underwrote and received credit approval for over 25 loans, accounting for $300 million in construction financing and $400 million of permanent financing.

  • Deals encompassed 3,500+ units across a variety of project types (e.g. family, seniors, mixed-income, mixed-use, public housing, transitional housing) in multiple markets

Development

  • Worked on the successful acquisition of sixteen projects ranging in size from 50 to 350+ units (1,900 total units) with development budgets ranging from $10 to $50 million (total investment of $160 million).​

Primary Responsibilities, Core Competencies & Strengths

Loan Origination

  • Worked closely with project sponsors to understand critical deal points, compare loan options, and negotiate term sheets.

  • Performed initial deal underwriting and worked with credit officers to structure deals in order to manage the bank risk while meeting borrowers’ needs.

  • Managed internal processes and coordinated internal team responsibilities in order to smoothly execute transactions.

  • Worked with inside and outside counsel to ensure that the loan was being documented consistently with credit approvals.

  • Coordinated the entire deal team, including investors, government agencies, subordinate lenders, and issuers to ensure that the overall project was progressing on schedule.

Underwriting

  • Analyzed project and guarantor financial statements, subordinate loan documents, regulatory agreements, ground leases, tax bills, and other project due diligence materials.

  • Validated pro forma NOI, development budget, and construction draw schedule assumptions.

  • Assisted Asset Management and Legal teams with the documentation and closing of transactions

  • Analyzed project feasibility and valuation and underwrote deals from inception through closing.

Development

  • Prepared and submitted tax credit, bond, tax abatement, and subsidy program applications.

  • Oversaw project construction progress and prepared regulatory filings.

  • Interfaced with government agency staff, investor and lender personnel, legal professionals, and other industry professionals (e.g. surveyors, appraisers, contractors, environmental engineers).

  • Developed extensive knowledge of Section 8, Section 236, and Section 42 LIHTC programs.

Leadership

  • Trained and oversaw junior analysts.  Reviewed their work and provided feedback and education to ensure that they became more valuable members of the team.

  • Was a member of the “Process Improvement Task Force” which was an internal group assigned to find ways to streamline internal processes and ensure that best practices were being shared across offices.

Education

  • Bachelor of Arts in History from Top 5 Nationally Ranked Best Colleges By US News & World Report

  • Additional course work in: Economics, English, Political Science & Statistics

  • Varsity Lacrosse - 4 years

Profile ID #10427

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Senior Financial Analyst and Funds Management

Profile

  • Master of Science in Finance – Tier I Business School

  • Bachelor of Science in Finance, Dean’s List

  • Solid tenure with $10bn+ LIHTC Syndicator

    • Created model templates that reduced financial modeling times by over 50%

    • Modeled 500+ investments and worked with developers to sort out projections of basis, capital structure, expenses, income and yield

    • Closed ~60 deals worth over $1bn consisting of single-family residences, multifamily and mixed-used affordable housing developments

    • Quarterly and annual reporting on 175+ projects and over 20 funds

  • Skills: Experienced in regulatory, industry, market and company analyses. Strong in reviewing and comprehending letters of intent, limited partnership agreements and operating agreements. Expert in data analysis, VBA and Excel. Very knowledgeable in GAAP and real estate taxation.

  • Middle-market private equity experience prior to joining LIHTC syndicator

  • Loan Officer for 2 years, originating and refinancing mortgages, valuing real estate, guiding junior loan officers in their success

 

Current Region: West Coast

Open to Relocation: Will consider for the right opportunity

Top Markets for Consideration: West Coast, New York, Chicago

 

Reference Quotes & Endorsements

“…incredible interpersonal skills that have allowed him to drive transaction processes and effectively interact with management teams. …. unmatched analytical abilities…”

Profile ID #15852

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Acquisitions Finance - Associate Director/Director​

Priorities/Primary Interests in New Opportunity:

Collaborative Environment, Advancement Opportunities, Further Skill Development

Qualitative and Quantitative Achievements

  • Closed 8 transactions totaling over $250 million in real estate value

  • Underwritten properties totaling over $3 billion in real estate value

  • Secured $139 million of debt with multiple lenders to finance transactions

  • Successfully implemented software to automate analysis of rent rolls and operating statements within first month of stepping into acquisitions role

  • Built database of affordable housing owners across the United States, including contact and loan information to source new deals, which resulted in further discussions with several owners

  • Formulated market analysis tool to assist in determining possible entry into new markets

  • Developed new proforma model for underwriting new transactions

  • Prepared end-to-end transaction checklist to ensure all tasks are completed

Primary Responsibilities, Core Competencies & Strengths

Proforma Modeling | Due Diligence | Capital Markets | Development of Organizational Structures | Market Research | Asset Selection |Investor Presentations

Promotions, Awards, & Recognition

  • Promoted in less than 2 years to current position

  • Recognized as someone who has a strong ability to streamline processes and improve efficiency, coach interns, and effectively oversee a transaction from start to finish

Education, Professional Certifications, and Designations

  • Two undergraduate degrees (Accounting and Finance) and master’s degree in Accounting from Top 10     National Ranked Business School while participating in college athletics

  • Certifications – CPA in the State of California

Current Geographic Location:

West Coast

Open to Relocation:

Strong interest in SoCal

Profile ID #14145

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Finance, Modeling, & Analytics Manager

​Asset Management

  • Managed all property and asset aspects of 60+ projects, from analyzing financial feasibility of proposals, through ensuring continued tax credit benefits and compliance with Section 42 (LIHTC) provisions from partner and project standpoints, as well as projected passive losses over 15-year life of partnership.

  • Managed 60+ multifamily and senior affordable housing projects.

  • Managed LIHTC projects with additional subsidy including Section 8, ACC, HOME, and other local subsidies

Underwriting

  • Reduce risk on over 450 LIHTC projects and over $2.5 billion in equity by carefully reviewing and suggesting improvements to pre-close projections prepared for proposed investments, despite an often-compressed timeline.

  • Experience reviewing both 9% and 4% tax credits deals

  • Evaluate projections on over 400 LIHTC projects with additional Federal and State subsidies include Section 8, ACC, HOME, RAD, and other local subsidies

  • Evaluate ongoing investment profitability on 80+ LIHTC projects annually.  This includes post-closing changes to rental income, newly awarded grants to the partnership, or permanent loan restructuring.   Assess the potential tax impact to the partnership’s return, the limited partner’s capital account, and residual analysis.  Recommend solutions, by troubleshooting real-world integrity of development models, adjusting for actual financial events, restructured financing and changes in tax code.

  • Conduct Original Issue Discount analysis on modified or assumed loans; calculate Section 467 land lease analysis for additional partnership income/losses.

  • Primary Responsibilities, Core Competencies & Strengths

Leadership

  • Played a key role in operationalizing deals by creating an updated financial model used for both 9% and 4% LIHTC projects, taking into account tax code.

  • Created a model to analyze the impact of tax reform on 800+ real estate projects to determine if the 163j election should or should not be made on year-end tax returns. Trained 30+ staff members across multiple departments to use the model.

  • Overseeing analyst’s reports, documentation, and database maintenance, mentoring employee in identifying, interpreting, evaluating and mitigating risk.

  • Nurtured long-standing relationships as primary liaison with sponsors, lenders, municipal housing and allocating agencies.

  • Enabled long-term operating success by coordinating with other team members to analyze transactional plans, contributing to on-time delivery of residential units.

Finance

  • Lead financial modeler for all LIHTC deals, which also include additional subsidy

  • Assist in conducting key analyses during the underwriting process on over 500+ projects.

  • Support underwriting decision-making, by establishing models based on proprietary database to evaluate critical portfolio characteristics.

  • Promotions, Awards, & Recognition

  • Promoted 3 times in 10+ years

  • Accolade by colleagues for professional advising and training

  • ​Education, Professional Certifications & Designations

  • Bachelor’s degree from competitively ranked private university

  • Graduated with department honors

  • Two graduate degrees from competitively ranked private and public universities

Profile ID #6555

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VP/Relationship Manager/Senior Loan Officer

Priorities/Primary Interests in New Opportunity:

Advancement or Credit Opportunity

Professional Profile:

Affordable Housing professional with over 19 years of cumulative experience in the field. This professional has a strong understanding or LIHTC and Affordable Housing programs through progressive, diverse experience from project management to senior debt management, accompanied by an impressive work ethic and commitment to Affordable Housing.

•Led originations on a newly established Affordable Housing Group that originated $100MM in loans in its first year in markets across the Southern California region

•Experience with transactions utilizing diverse loan products and structures including tax credits, tax-exempt loans, taxable loans and government funds

•Underwritten and received credit approval for over 200 construction and permanent loans, representing numerous units and millions in construction and permanent debt throughout the west coast

•Underwriting of Affordable Housing transactions with over 2,000+ units of various types including family, seniors, mixed-income, mixed-use, public housing, transitional housing

•As project manager, worked on the successful development of 6 projects ranging in size from 18 to 56 units with development budgets ranging from $10 to $50 million

Core Competencies and Strengths:

-Due diligence, deal structuring and viability, pro-forma modeling, legal diligence, corporate finance and strategy

-Construction Lending and risk under Affordable Housing

-Bond documentation, as well as negotiations with internal and external counsel terms and guarantees.

Education, Professional Certifications & Designations:

Dual Bachelor’s degree from a state university

Master’s Degree from a top 3 nationally ranked university

Graduated from prominent Affordable Housing training

Completed advanced real estate credit training from a top 3 nationwide financial institution

Current Geographic Location:

West Coast

Profile ID #16005

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Senior-level Equity & Debt Multifamily Affordable Housing Professional

  • Recognized by CEO as one of the rising stars in the Company and appointed to lead the Affordable Housing Group with the Affordable Housing Group Managing Director

  • Helped to increase current company’s Affordable Housing portfolio from $10MM to $500MM+

  • Mentored over 10 individuals on Credit Risk, Underwriting, and Asset Management of Affordable Housing Programs (Section 8, RAD, HAP Contracts, etc.) 

  • Strong work ethic and commitment to Affordable Housing career

  • Consistently driven to take initiative to expand skillset and grow responsibilities

​Originations

  • Led business development efforts for newly established Affordable Housing Group bringing total commitments to $500MM+ YTD

  • Analyzing current needs of Clients and providing a tailored solution for Affordable Housing

  • Negotiation of Letter of Intent with multiple stakeholders

  • Prospecting and building client base of Tax Credit Syndicators and Affordable Housing Developers

  • Pre-Screening the transaction: Overview of the project (e.g. RAD, Section 8), Property Profile, Term (Construction, Stabilization), Pricing, Stabilization requirements, Operating Reserves, Completion and Stabilization Guarantees, Guarantor analysis, Property Manager information, General Contractor, Subordinate Debt (if applicable), Bond-to-Cost, Hard Costs, Ground Lease (if applicable), Federal and State LIHTC, Historic Tax Credits (if applicable), Developer Fee, Housing Agency specific requirements

Underwriting

  • Strong understanding of Low-Income Housing Tax Credits, Historic Tax Credits, Solar Credits, and Affordable Housing programs

  • Strong understanding of Construction Lending and Construction Risks under Affordable Housing

  • Items reviewed during Underwriting: Discussion of Bond Pricing and overview of Parties in the investment, Bond purchase funding purposes, Overview of Subject Property, In depth Bond Pricing, Appraisal overview of Subject Property and Low-Income Housing Tax Credits, Developer overview, General Contractor overview, Property Manager overview, Strengths and Risks with Mitigants, Detailed terms, Sources & Uses Construction and Permanent, Financial feasibility analysis, 15-year Operating Proforma, Guarantor/Sponsor analysis, Phase I analysis, Zoning report, Replacement Reserve analysis

  • Coordinating with 3rd parties for Appraisal review, Phase I, and Market Study

  • Affordable Housing Underwriting experience in the following states: New York, Florida, Texas, Colorado, Kansas, Georgia, Nebraska, North Carolina, Alabama, California, and Louisiana

  • Ability to create proprietary Excel models for Affordable Housing 

  • Review of Bond documentation, as well as negotiations with internal and external counsel on Final Completion and Stabilization terms, and guarantees

Asset Management

  • Complete site visits of Collateral

  • Approval of Construction Progress Report information

  • Approval of Final Completion and Punch List items 

  • Approval of Stabilization Requirements

  • Approval of monthly Rent Roll and Financial Statements 

  • Review of Form 8609

Education

  • Bachelor’s Degree from a University ranked in the 2020 edition of Best Colleges and National Universities

Profile ID #15812

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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.

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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. 

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