Commercial real estate investment professional with 10 years of progressive experience in underwriting, portfolio management, market analysis, and loan origination across West Coast markets.
Overview
10
10
years of professional experience
Work History
Senior Investment Manager
Principal Real Estate Investors
03.2021 - Current
Individually responsible for managing a $1.8 billion debt portfolio across the Seattle and Portland markets.
Originate and source over $100 million in debt transactions annually in the Seattle and Portland markets.
Produce annual valuations and budget analyses for existing debt portfolio across four real estate classes (Industrial, office, retail and multifamily).
Communicate asset performance, investment attributes, and evolving market dynamics to portfolio management teams.
Perform detailed financial analysis and prepare investment proposals supporting new debt transactions across core, value-add and construction opportunities.
Evaluate and formally present recommendations for new debt opportunities and aligning risk/return parameters.
Lead loan closing due diligence efforts, analyze third party vendor reports and negotiate loan documents alongside internal counsel.
Build and maintain strong market relationships with investment sales professionals and local real estate owners.
Provide indirect management and professional development for a pool of three analysts supporting the team’s underwriting responsibilities.
Investment Analyst
Principal Real Estate Investors
06.2016 - 02.2021
Produced spreadsheets, cash flow analyses, and document management support.
Performed commercial real estate valuations using Excel, ARGUS Enterprise, and internal risk rating models.
Evaluated offering memoranda to identify risks and valuation drivers.
Education
MBA -
University of Iowa
05-2022
BBA - Finance
University of Iowa
05-2016
Skills
Financial modeling
Debt underwriting
Portfolio management
Risk assessment
Market analysis
Investment strategy
Transaction negotiation
Relationship building
Leadership Experience
Membership Chair, Women In Real Estate, 2024-2025, Led membership engagement and programming.
Board Member, CREW Iowa, 2020-2024, Led efforts to connect and advance women working in commercial real estate in the state of Iowa.
University Relations Team Lead, Principal Real Estate Investors, 2018-2023, Conducted interviews and led recruiting at the University of Iowa.