Expert Details
Real Estate Finance & Economics Expert
ID: 735613
Maryland, USA
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.
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 |
|---|---|---|---|
| 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. |
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| Years | Employer | Title | Department |
| 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 |
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| Years | Employer | Title | Department |
| 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 andcorporate 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. |
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| Years | Employer | Title | Department |
| 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. |
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| Years | Employer | Title | Department |
| 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. |
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Career Accomplishments
| Licenses / Certifications |
|---|
| LEED® AP, BD+C (Building Design & Construction)Project Management Professional (PMP) Certification |
| Publications and Patents Summary |
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| Publications: 2 Key trends in Green Development and Investment Benchmark Report on Business Incubation Programs |
Fields of Expertise
commercial real estate, commercial real estate appraisal, commercial real estate economics, construction lending, mortgage banking, economic feasibility, market feasibility, commercial development, land development, commercial real estate practice, real estate development, real estate finance, real estate marketability, real estate economics, real estate appraisal, real estate banking, real estate lending, real estate acquisition