Anthony J. Wallace

Real Estate and Real Assets (Financial Services)
Publicly Registered & Private Equity Funds, and Private Credit platforms (Closed-ended funds & Open-ended funds, etc)
Public & Private Real Estate Investment Trusts (REITs)
Registered Investment Advisors (RIAs)
Financial Reporting and Accounting for Real Estate and Real Estate Related Assets, Infrastructure and Alternative Investments
Financial Accounting Standards Board (FASB)
US GAAP Accounting Practices and Financial Reporting (US GAAP)
Securities and Exchange Commission (SEC) Financial Reporting and Compliance
Internal Controls over Financial Reporting & PCAOB Compliance
Environment, Social, Governance (ESG)
IPO Preparedness Core, Value-Add and Opportunistic Funds / Investments
Real Estate Financial Modeling
FMV of Net Asset Value, Intrinsic Value, Relative Value
CRM Software and Enterprise Resource Planning (ERP) (Acumatica Cloud ERP, Oracle JD Edwards EnterpriseOne, Sage Intact, NetSuite, SalesForce)
Cloud-based real estate and investment management software (MRI Software & Commercial Management)
ERP implementation and changes for M&A, initial public offerings, headquarters relocation, shared service initiatives, business model shifts, and new management
Financial Planning & Analysis
Funds Oversight
Financial and Regulatory Consulting and Compliance
Financial Projections
International Accounting Standards