Expert Details
Multifamily Property & Asset Management, LIHTC (Low-Income Housing Tax Credit) Compliance, New Construction Lease-Up & Value-Add Operations
ID: 740766
Oregon, USA
Expert's career has spanned regional and portfolio-level property management roles overseeing multifamily asset operations, new construction lease-ups, Class A and mixed-use properties, and value-add and revenue-enhancement initiatives. Expert has direct experience managing full property and associate lifecycle functions, including budgeting, P&L management, marketing, resident retention, and team recruitment/development, and has served as a primary liaison between ownership groups, investors, and corporate leadership to implement strategic operational plans.
Expert has also served as an Asset Manager overseeing a portfolio of Low-Income Housing Tax Credit (LIHTC) properties, managing compliance monitoring under Section 42 program requirements, investor financial reporting, risk rating analysis, and partnership compliance through the full 15-year LIHTC compliance period. Expert currently serves as Director of Operations for a multifamily property management company, leading an organizational overhaul of operations, policies, and infrastructure across a 2,500-unit portfolio.
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2024 to Present | Employer: Undisclosed | Title: Director of Operations | Department: |
Responsibilities:• Serves as Director of Property Management for the Portland Metropolitan and Greater Vancouver area, leading a general overhaul of operations, culture, and training across all communities for a 2,500-unit owner-operated property management company.• Creates policies, procedures, and overall operational infrastructure company-wide. • Manages annual budgets, 5-year capital expenditure (CapEx) budgets, monthly partner distributions, financial forecasting, and mortgage payment processing; monitors budget performance and prepares summary reports. • Responsible for recruitment, training, development, and supervision of Property Managers. • Conducts monthly site inspections, file audits, variance report reviews, and financial reporting oversight. • Reviews marketing activities, occupancy status, and rent schedule recommendations. |
|||
| Years | Employer | Title | Department |
| Years: 2023 to 2024 | Employer: CREA, LLC | Title: Senior Asset Manager | Department: |
Responsibilities:• Maintained detailed working knowledge of an assigned property portfolio, overseeing LIHTC properties from stabilization through the end of the 15-year compliance period.• Served as liaison between the firm and its operating partners, providing ongoing monitoring and updates to investor partners. • Collected, reviewed, and provided monthly, quarterly, and annual financial reporting; analyzed partnership financial statements and performed risk rating analysis and cash flow analysis. • Ensured timely distributions in accordance with partnership agreements; collected tax returns and audits from lower-tier partnerships for fund management review. • Monitored properties for compliance with partnership agreements and Section 42 LIHTC program requirements. • Reviewed general partner requests on potential deal changes and coordinated annual compliance and insurance reviews with third-party consultants. • Conducted annual site visits and followed up on deferred maintenance items until resolved. |
|||
| Years | Employer | Title | Department |
| Years: 2020 to 2022 | Employer: Pinnacle Property Management | Title: Regional Property Manager | Department: |
Responsibilities:• Served as primary point of contact for owner representatives on all property-related matters, ensuring adherence to property management agreement terms.• Reviewed and approved property purchasing in adherence to expense budgets. • Partnered with the marketing team on budget/plan development and ad effectiveness monitoring. • Engaged in revenue management pricing strategy, including participation in pricing calls. • Reviewed resident and mystery shop survey results, creating action plans for underperforming team members. • Oversaw marketing activities including market comp reviews, lead/follow-up reporting, and screening metrics; assisted with RFP responses and new business pitches. • Oversaw property risk management, safety standards, and liability matters in coordination with Property Managers and Maintenance Supervisors. |
|||
| Years | Employer | Title | Department |
| Years: 2015 to 2020 | Employer: Wood Residential Services | Title: Regional Property Manager | Department: |
Responsibilities:• Responsible for overall asset management of a multi-market portfolio spanning stabilized and lease-up communities across the Portland, Seattle, and Greater Los Angeles areas.• Oversaw property operations including resident satisfaction/retention, full resident lifecycle management, property P&L, and marketing in accordance with company standards. • Managed full associate lifecycle activities including recruiting, mentoring, and performance management. • Developed strategic marketing plans in conjunction with corporate marketing team; managed annual budgets, P&L statements, and general ledger reporting for property owners and leadership. • Conducted regular property inspections for curb appeal, operations, and market positioning; responded to escalated resident complaints and served as liaison to residents and corporate office. • Oversaw site natural disaster/emergency evacuation planning and property/associate safety and risk management initiatives. |
|||
Additional Experience
| Expert Witness Experience |
|---|
| Have provided written opinions on over 20 cases involving Landlord Tenant disputes, Landlord Safety/Life issues. Testimony provided on 6 cases involving Apartment Residential Management, Property Management best practices for asset preservation, unit inspections, unlawful detainers. Depositions have been provided for 3 cases all resulting in the cases being settled or judgements awarded on our behalf. |
Career Accomplishments
| Licenses / Certifications |
|---|
| • Certified Property Manager (CPM) • Certified Apartment Portfolio Supervisor (CAPS) • Certified Apartment Manager (CAM) • Oregon Property Manager License |