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Commercial Real Estate Consultant delivering structured financial models that support active transactions and investment analysis. • 150+ financial scenarios modeled • Office lease transaction support • Multifamily and valuation exposure across multiple markets Experience includes financial modeling and transaction support for: • Multifamily assets: Suffolk, MA, Rochester, NY, Des Moines, IA • Residential student housing: Ames, IA, Iowa City, IA • Executive office lease transactions: DMV area, Greater Minneapolis, St. Louis, MO • Valuation support: Los Angeles, CA, New York, NY, Tampa, FL, Denver, CO Financial work has included scenario modeling, structured cash-flow analysis, lease evaluation, and valuation support for active deals. Services include: • Lease-based cash flow modeling • Structured T-12 and operating analysis • NOI and projection frameworks • Reversion and sensitivity analysis • Scenario comparison modeling • Clean summary dashboards for review If a deal is under review, details can be shared, and a structured modeling approach will be outlined prior to engagement.

Previously Senior Valuations Consultant at a top commercial real estate valuations firm; I have expert-level experience with Argus Enterprise, Excel, financial modeling and projections, and real estate underwriting and valuations. I also have an intense passion for spreadsheets and automation, and am a Google Sheets expert.

I am a highly experienced commercial mortgage banker, underwriter, analyst, and former senior bank executive located in Richmond, VA with an extensive background in all aspects of commercial real estate analysis, loan underwriting, and lending. My expertise is the result of 35 + years' experience working as a Banking Executive/Senior Vice President for a number of different, well-known banks such as the former Wachovia Bank, Regions Bank, and RBC Centura, just to name a few. During the course of my career, I have placed loans, either directly through the banks that I have worked for, or through other third-party institutions, such as major Wall Street firms, large life insurance companies and other third-party bank and private specialty lenders. Individual transaction sizes have ranged from $1MM up to $100MM+, although my typical deal size range has been $10MM to $100MM+. I have placed loans on apartments, offices, retail and industrial buildings, as well as hotels, self-storage facilities, mixed-use properties, and others. Uses of Funds for these various project types have ranged from simple refinances, to acquisition of such property types with value-add renovation opportunities, to other needed capital stack restructuring. Borrower clients have included both small and large private developer/owners, as well as publicly traded companies and REIT's, such as Wheeler REIT (a grocery-anchored shopping center owner that trades on NASDAQ) and also for United Dominion Realty Trust (UDRT), at one point the largest multi-family project owner in the country.. Consequently, over the course of my career, I have raised / placed more than $2 Billion, and I continue to do this type of work today for both private, as well as publicly traded and other institutional clients on a private consulting basis. The various types of funding that I continue to raise on my own include Senior Debt (through either traditional banks or through private "Stretch Senior" lenders), Mezzanine Debt, Pref Equity, LP money, and also GP or co-GP monies for new and existing commercial projects as well. As a result of my background, I possess a high level of skills in a number of areas related to commercial real estate finance: 1. Property Financial Analysis and Modeling, including such aspects as Sources and Uses, Capital Stack modeling, In-Place or Stabilized UW analysis, Construction Budget Analysis, and IRR Project Analysis, and more. 2. Loan Structuring & Underwriting 3. Loan Placement 4. Loan Closing I also have an extensive and deep level of computer skills with respect to Excel, Word and PowerPoint, with some additional experience in Argus and other related specialty programs as well. Recent / Current Projects: 1. $98MM for a proposed 8-story project in Virginia Beach, VA comprising 131 High End Condo Units, 1st Floor Commercial space and a 250 space 8-Story parking deck. 2. $21.7MM in Senior Financing and $5MM in Pref / Mezzanine Financing on Multi-Family in Buckhead, GA 3. $5.1MM on the Acquisition of 2 Suburban Office properties in GA and TX 4. $143MM for a portfolio of Grocery-Anchored Shopping Centers 5. $105MM for a proposed new construction 330,000 SF Shopping Center near Austin, TX With respect to my educational background, I am a 1982 graduate of the University of Virginia (B.A Political Science), and I pursued my Masters in Business, with a concentration in Real Estate and Urban Land Development at Virginia Commonwealth University from 1986-1991. Overall, I have been in commercial real estate banking/lending since 1990. Prior to starting my graduate work in 1986, I performed Market and Feasibility Analysis work on proposed new construction projects from 1983-1986, while working for a Richmond-based feasibility consulting firm. I also worked briefly for a Virginia-based commercial real estate appraisal firm as well from mid-2017 to late 2020, doing appraisal work. As part of that work, I took and passed all required training regarding USPAP. ("Uniform Standards of Professional Appraisal Practice". These standards are set by the national oversight body for all appraisers, The Appraisal Institute). Given my broad and deep background in all aspects of commercial real estate analysis and underwriting, I would be glad to assist you with any such related work for any real estate project that you may be working on. Furthermore, I always do my best to be reasonable on the fees I charge, and depending on the complexity of each assignment, I am typically able to complete most work in 1-3 days. (Although time frames to complete larger, more complex assignments vary on a case-by-case basis and could take longer). And lastly, I am always willing to talk. So please feel free to reach out to me if you have any questions, or simply wish to discuss your specific project. I look forward to a chance to speak with you and to learn more about your assignment!

Highly experienced Financial Analyst in Cash Flow and Partnership Modeling, Financial Software, Strong understanding of Commercial Real Estate Acquisition Analysis Check out my CRE Underwriting Package in my Project Catalog below.

Specializing in marketing and graphic design for the commercial real estate sector, I create offering memorandums, leasing brochures, proposals, flyers, and other high-impact marketing materials. With expertise in lead generation, listing management, email marketing and automation, PPC advertising, SEO, graphic design, website development and optimization, display advertising, and content marketing, I help lenders, brokers, agents, and other real estate professionals achieve their marketing objectives. My goal is to deliver top-notch results that drive growth for your real estate ventures.

I'm a former VP of Goldman Sachs and have over 15 years of commercial real estate experience. Over the course of my career I have successfully underwritten in excess of $6 billion in transactions across all asset classes and specialize in multifamily. I create custom real estate models and have competitively priced stock models for sale (reducing cost and time). I also create real estate pitch decks / OMs (single asset and portfolio) and capital raising pitch decks (programatic JV, private equity) for multifamily, office, industrial, retail and self-storage.