Structured and modeled joint venture partnerships to advance development projects for a nationally recognized master-planned community (MPC) developer, with an average project size exceeding $100M
Perform underwriting on 7,000 acres of land and helped secure financing for multiple large-scale SF development projects
Asset Manager / Financial Analyst
CTX Management Holdings
11.2021 - 10.2023
Oversaw development and financial analysis for a qualified opportunity zone fund, focusing on affordable housing projects across Central Texas with an average project stabilized value of $50 million
Spearheaded front-end land acquisition strategy for a $200M affordable housing fund, identifying high-potential sites and negotiating legal JV partnerships to drive investment and development opportunities
Led investor relations and financial reporting for a portfolio of 50+ high-net-worth individuals and family offices, providing detailed performance analyses, capital account updates, and strategic insights to support investment decisions
Led investor relations efforts, directly contributing to $40M capital raise for a 250,000 SF industrial logistics facility and maintained relationships with investors for assets under management
Managed relationships with 40+ high-net-worth individuals and family offices, conducting weekly meetings to secure LP capital for upcoming acquisitions while serving as the primary investor relations liaison
Acquisitions & Development Associate
Intrepid Equity Investments
05.2020 - 12.2020
Identified and analyzed industrial development investment opportunities in Central Texas
Conducted extensive research on market trends to inform acquisition strategies
Education
Master of Real Estate Finance -
Texas A&M University, Mays Business School
12.2020
Bachelor of Science - Global Arts, Planning, Design, and Construction
Texas A&M University, College of Architecture
12.2018
Skills
Real Estate Partnership Structuring
Financial Analysis & Modeling
Acquisitions & Due Diligence
Strategic Planning & Market Research
Timeline
Development Consultant
CCNG, Inc.
03.2022 - 10.2023
Asset Manager / Financial Analyst
CTX Management Holdings
11.2021 - 10.2023
Finance Manager
Frontera Capital Partners
01.2021 - 02.2022
Acquisitions & Development Associate
Intrepid Equity Investments
05.2020 - 12.2020
Bachelor of Science - Global Arts, Planning, Design, and Construction