***** Capital Partners, Dallas, Texas January 2009 - Present
***** is a financial manager for high net worth individuals and institutional capital investing in real estate.
Partner/Chief Financial Officer
• Capital raising responsibility with debt and equity sources.
• Business development including market selection and product identification.
• Supervise team of experienced due diligence professionals in deploying capital into specific assets and/or platforms.
• Coordination of third party consultants and general contractors in the design, development and construction process.
• Acquisition analysis and investment underwriting of existing cash flowing projects.

Accomplishments:
• Created a $124MM development pipeline with private equity in senior living, long term care projects.
• Created and presented underwriting analysis for $245MM of acquisitions for institutionally sponsored family office.
• Successfully secured the firm commitment for HUD 221d4 financing of senior living apartments.
• Secured necessary approvals for $16MM in Recovery Zone Facility Bonds to fund retail development on senior living, long term care campus.


INCAP Financial Group, Dallas, Texas December 2005 – January 2009
INCAP is a real estate investment fund investing in real estate opportunities within the urban core of Texas’ primary markets.
Partner/Chief Financial Officer
• Partner in charge of overseeing all financial aspects of the company.
• Responsible for arranging bank financing and institutional capital (debt and equity) at the transaction level.
• Successfully negotiated loan restructuring, modifications and extensions with senior and mezzanine lenders.
• Project specific deal structuring with development partners as well as capital sources.
• Monitor the due diligence team execution through the closing process for both acquisitions and dispositions.
• Supervise the accounting department maintaining the general ledger functions.
• Manage the finance department by overseeing the staff running proforma projections and analysis, providing a base for strategic planning and direction of the company.

Accomplishments:
• Key team member of the negotiations and closing of a $250MM programmatic joint venture with JP Morgan.
• Relationship lead with JP Morgan in managing the execution of the venture as well as communications with senior executives at JP Morgan in New York and Houston.
• Successfully closed 14 transactions over a two year period arranging the bank financing through various lenders in a challenging market.
• Prepared and presented the development investment proposals to the JPM Investment Committee with 100% approval rate during the investing period of the JPM funds.
• Reduced annual overhead by approximately 23% since joining the company in 2005.