A Chartered Financial Analyst (CFA) with over 20 years of experience in investment valuation and asset management. Analytical skill set with experience in valuation, due diligence and closing on new investments and portfolio Asset Management.
Manage the underwriting, due diligence and closing of investment opportunities for commercial real estate and senior housing. Transitioned to a full time Senior Housing focus in 2017. Lead the American House Asset Management team commencing in 2019.
· Responsible for the underwriting, due diligence and closing of new investments during a period of rapid growth for American House Senior Living, as the portfolio grew from 13 properties to over 55 communities.
· Lead on the recapitalization of a $450 million, 25 property senior housing portfolio. Responsible for coordinating the sale with three separate institutional investors along with the corresponding purchase and new joint venture with a new capital partner.
Chartered Financial Analyst (CFA)
Chartered Financial Analyst (CFA)