Expert Details

Expert in Real Estate Finance & Economics Expert

Expert ID: 735613 Maryland, USA

Request Expert

Expert has 20+ years' experience and expertise in: real estate financial analysis, commercial mortgage lending, project management and development on real estate projects valued at up to $500 million, and has directly managed more than $2 billion in capital investments for private investors, public agencies, Fortune 500 companies and national banking institutions.

Combined with a dual Masters degree in Business and Architecture, Expert is strongly positioned and credentialed to provide expert witness services for clients and attorneys throughout the county.

Recent, expert witness engagement includes work for leading Washington, DC-based firm in Federal housing discrimination lawsuit, in which Expert provided expertise in market analysis, investment returns and mortgage lending practices.

Expert may consult nationally and internationally, and is also local to the following cities: Washington, DC - Baltimore, MD - New York, NY - Philadelphia, PA - Boston, MA - Pittsburgh, PA - Newark, NJ

Request Expert

Education

Year Degree Subject Institution
Year: 1997 Degree: MBA Subject: Business Institution: Washington University (in St. Louis)
Year: 1990 Degree: Bachelor of Art Subject: Environmental Design Institution: University of California, Berkeley
Year: 1997 Degree: Master in Architecture Subject: Architecture Institution: Washington University (in St. Louis)

Work History

Years Employer Title Department Responsibilities
Years: 2007 to Present Employer: Undisclosed Title: Principal Department: Responsibilities: Providing economic feasibility, financial analysis, market research, development planning and project management to private investment firms, non-real estate corporate businesses and public-private partnerships on projects ranging in value from $5 to $500 million. Services included: cash-flow modeling, investment return projections, owner’s representation, RFP & bid solicitation, contracts management and entitlements.
Years: 2012 to Present Employer: Undisclosed Title: Senior Real Estate Manager Department: Responsibilities: Managing $1 billion real estate capital investment program for DC region. Leading teams to: 1) develop largescale projects; 2) optimize Federal real estate portfolio and 3) facilitate Federal agencies’ mission-critical tasks.
Key Programs & Projects:
• Capital Investment Program - Managed $1 billion annual program to fund real estate projects ranging in value from $25,000 to $250 million and submitted comprehensive packages to Congress and Office of Management & Budget (OMB) for approval.
• Market Analysis & Asset Development - Managed planning and development of $350 million in renovation and expansion Federal historical office buildings, South Interior Building and HUD HQ.
• Portfolio-wide Conditions Assessment - Led turnaround of portfolio assessment for 150+ Federal real property assets, and eliminated 2-year delay, through managerial & process improvements
Years: 2005 to 2007 Employer: Jacobs Engineering Title: Senior Associate Department: Responsibilities: Led market analysis, facilities programming and capital planning for design and construction of government and
corporate real estate initiatives. Conducted financial analyses and market research; prepared executive reports and asset evaluations. Advised clients on integration of organizational goals & investment objectives with real estate plan and budget. Assessed and acquired properties; negotiated contracts.
Key Projects:
• National Security Agency (NSA): A 500,000 sq. ft., $225 million strategic operations center.
Developed design-build program, cost estimates and facility plan, and wrote bid package.
• U.S. Census Bureau: 500-office nationwide lease portfolio. Created and implemented real estate
planning tool that reduced leasing and operating expenses 20%, and won Congressional approval.
• City of Fort Worth, Texas: Debt cash-flow analysis and underwriting in support of a $30 million
bond financing for Convention Center parking garage and retail complex.
• Florida Institute for Public Health: $300 million, bio-tech research park and mixed-use
development project. Generated economic impact analysis and business case studies.
Years: 2004 to 2005 Employer: Hellmuth, Obata & Kassabaum (HOK) Title: Senior Associate Department: Responsibilities: Managed large real estate projects for Fortune 500 companies including post-hurricane redevelopment and corporate portfolio consolidation.
Key Projects:
• St. Lucie Nuclear Power Plant, Florida Power & Light: Development of a $250 million facilities master plan for post-hurricane redevelopment. Led master facilities and site planning, and established program, construction scope, cost estimate, capital plan, project schedule and migration planning.
• Chevron Texaco, Houston: a 1 million sq. ft. downtown office tower. Programmed occupancy to
consolidate 4,000 employees into one facility. Reduced corporate real estate operating expenses;
facilitated collaborations and work efficiencies.
Years: 1999 to 2003 Employer: Bank of America Title: Commercial Real Estate Loan Officer Department: Responsibilities: Structured and underwrote $150 million in debt and equity financing for acquisition and development projects including: repositioning two retail centers, 300+ units of multifamily and affordable housing, industrial and distribution centers, two hotel renovations and 850-space parking garage.
• Achieved 32% average ROI on measured transactions in excess of $1 million.
• Reduced risk by 85% of overall loan portfolio through restructuring specific high-risk credits.
• Executed $40 million in interest-rate swaps on three debt facilities.

Career Accomplishments

Licenses / Certifications
LEED® AP, BD+C (Building Design & Construction)Project Management Professional (PMP) Certification
Publications and Patents Summary
Publications: 2
Key trends in Green Development and Investment
Benchmark Report on Business Incubation Programs

Fields of Expertise

Request Expert

Dev Tool:

Request: expert/real-estate-finance-economics-expert
Matched Rewrite Rule: expert/([^/]+)(?:/([0-9]+))?/?$
Matched Rewrite Query: experts=real-estate-finance-economics-expert&page=
Loaded Template: single-experts.php