Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Accomplishments
Core Competencies
Professional Development
Awards & Honors
Software
Languages
Websites
Generic

Robert A. Caliguri

Saint James,NY

Summary

Dynamic and results-driven Commercial Real Estate Mortgage Banker and Broker with over 22 years of experience, having originated and executed more than 1,600 transactions totaling approximately $9.2 billion across diverse property types. Renowned for cultivating robust relationships with lenders and investors nationwide, delivering complex financing solutions with precision and efficiency. Adept at leveraging deep market insights, product expertise, and client-focused strategies to drive loyalty, repeat business, and tailored financial outcomes.

Overview

22
22
years of professional experience
1
1
Certificate

Work History

Managing Director – Capital Markets

Marcus & Millichap Capital Corporation
02.2024 - Current
    • Originate and structure debt and equity financing solutions for a diverse portfolio of property types, including rent-stabilized and free market multifamily, retail, industrial, office, self-storage, hospitality, senior housing, and data centers, aligning with client financial objectives.
    • Source capital from a broad network of funding sources, including agency lenders (Fannie Mae, Freddie Mac), commercial banks, CMBS conduits, life insurance companies, private funds, and alternative lenders.
    • Oversee all transaction phases, from qualification and underwriting to competitive bidding and closing, ensuring seamless execution and high client satisfaction.
    • Drive business development through targeted prospecting, lead qualification, and relationship-building, expanding client base and transaction volume.
    • Identify cross-selling opportunities with Marcus & Millichap's Investment Sales division, facilitating property acquisitions, dispositions, and 1031 Exchange placements.
    • Mentor junior team members, fostering a culture of collaboration, excellence, and professional growth in deal execution.
    • Maintain a client-centric approach, delivering tailored financing solutions that enhance investment returns and long-term portfolio performance.

Executive Director – Senior Client Manager

JPMorgan Chase & Co., Commercial Term Lending
10.2007 - 01.2024
  • Originated balance sheet loans for rent-stabilized multifamily, industrial, retail, and office properties, as well as off-balance-sheet financing through GSE (Fannie Mae, Freddie Mac) multifamily programs.
  • Secured specialized financing through HUD programs, including Affordable Housing Preservation, HAP, LIHTC, and NY Article XI, addressing complex regulatory and compliance requirements.
  • Expanded client portfolio by approximately 15% annually through strategic prospecting, lead qualification, and relationship management.
  • Delivered consultative client experiences, conducting needs assessments, presenting customized financing options, and guiding clients through decision-making to maximize outcomes.
  • Achieved a 90% client retention rate by managing expectations, providing proactive communication, offering post-closing support, and follow ups throughout the life of a loan.
  • Streamlined loan cycle times to 45 days or less by aligning team efforts with corporate strategies, enhancing operational efficiency and client satisfaction.
  • Conducted rigorous credit analysis of borrower financials and property performance, ensuring transaction viability under stringent bank and non-bank underwriting standards.
  • Maintained a non-performing loan rate below 0.05% through strategic client and asset selection, optimizing portfolio quality.
  • Uncovered cross-selling opportunities across Business Banking, Treasury Services, Private Bank, and other Real Estate Divisions, enhancing firm-wide collaboration and revenue potential.
  • Led a team of seven, including client associates, analysts, specialists, and processors, fostering collaboration and driving performance to exceed targets.
  • Mentored staff to achieve individual and team goals, improving productivity and deal execution quality.

Education

Master of Science - Real Estate Finance

NYU Schack Institute of Real Estate
New York, NY
05-2010

Bachelor of Arts - Economics

University At Albany
Albany, NY
05-2002

Skills

  • Technical & Analytical: Debt and equity financing, underwriting, loan structuring, deal structuring, credit and risk assessment, Microsoft Excel financial modeling
  • Interpersonal & Client-Facing: Client acquisition, relationship management, negotiation, verbal and written communication, conflict resolution
  • Leadership & Strategic: Strategic business development, team leadership, mentorship, performance coaching, cross-functional collaboration
  • Professional Attributes: Goal-oriented, detail-oriented, self-motivated, adaptable, natural leader

Affiliations

  • New York Apartment Association
  • Mortgage Bankers Association (MBA) of New York
  • NYU Schack Institute of Real Estate Alumni Network

Certification

  • eCornell, Real Estate Investment Modeling (Currently Enrolled)
  • Commercial Credit Solutions and Financial Accounting for Lenders, Omega Credit Training
  • Real Estate Salesperson License, New York State Department of State, Division of Licensing Services


Timeline

Managing Director – Capital Markets

Marcus & Millichap Capital Corporation
02.2024 - Current

Executive Director – Senior Client Manager

JPMorgan Chase & Co., Commercial Term Lending
10.2007 - 01.2024

Master of Science - Real Estate Finance

NYU Schack Institute of Real Estate

Bachelor of Arts - Economics

University At Albany

Accomplishments

  • $105 Million Hotel-to-Apartment Rental Conversion (Manhattan, 2025) : Currently negotiating a $105 million mortgage takeout for a high-profile conversion project, addressing complex interest rate environment and financing structures.
  • 1,000+ Unit Apartment Acquisition (New York City, 2024–2025) : Leading an ongoing equity raise and debt placement for a foreign investor, navigating international capital flows and local market dynamics to secure optimal terms.
  • $232 Million Rent-Stabilized Multifamily Portfolio Refinance (New York City, 2019) : Arranged a $232 million refinance across 21 rent-stabilized multifamily assets, optimizing deal terms and securing favorable on balance sheet rates for a key client.
  • $155 Million Rent-Stabilized Multifamily Portfolio Refinance (New York City, 2017) : Facilitated a $118 million refinance across 15 multifamily assets for a major investor, achieving cost savings and favorable deal term execution.

Core Competencies

  • Financing Expertise : Originate and structure debt and equity financing, including permanent, mezzanine, bridge, and construction loans, with comprehensive underwriting and deal execution across diverse asset classes such as rent-stabilized and free market multifamily, retail, industrial, office, self-storage, hospitality, senior housing, and data centers.
  • Capital Sourcing : Extensive network spanning agency lenders (Fannie Mae, Freddie Mac), commercial banks, CMBS platforms, life insurance companies, private funds, and hard money lenders.
  • Market Analysis : Advanced proficiency in market trends, property performance evaluation, and commercial real estate data providers like CoStar, Reonomy, Actovia, Trepp and Yardi Matrix.
  • Client Relationship Management : Exceptional ability to build trust, deliver consultative experiences, and maintain high retention rates through proactive communication and tailored solutions.
  • Leadership & Mentorship : Proven track record of leading high-performing teams, mentoring junior professionals, and fostering collaboration to achieve organizational goals.
  • Technology & Tools: Advanced proficiency in Microsoft Excel and Microsoft 365, with familiarity in financial modeling platforms such as Argus to support data-driven decision-making.
  • Negotiation & Deal Execution : Skilled in navigating complex transactions under tight deadlines, securing competitive terms, and optimizing client outcomes.
  • Regulatory & Compliance Knowledge : Deep understanding of New York's Housing Stability and Tenant Protection Act of 2019 (HSTPA), HUD programs, GSE guidelines, and underwriting standards for bank and non-bank financing.

Professional Development

  • Commercial Credit Solutions and Financial Accounting for Lenders , Omega Credit Training
  • Ongoing Industry Training : Regular participation in webinars, conferences, and workshops hosted by many industry participants including the Real Deal, Mortgage Bankers Association (MBA), New York Apartment Association, International Council of Shopping Centers (ICSC) to stay abreast of market trends, regulatory changes, and financing innovations.
  • Technology Proficiency : Continual upskilling in real estate technology platforms, including CoStar, Reonomy, Actovia, Trepp, Salesforce and Constant Contact, to enhance analytical and operational capabilities.

Awards & Honors

  • President's Club Sales Award , JPMorgan Chase & Co., Received 9 times (2011–2022)
  • #1 Commercial Mortgage Originator in the U.S. , JPMorgan Chase & Co., 2013, 2019

Software

Microsoft Excel

Microsoft 365

Argus

CoStar

Salesforce

Reonomy

Actovia

Yardi matrix

Trepp

Constant Contact

Languages

English
Native or Bilingual

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