Experience and Recognition
- Interned at Banner Oak Capital Partners, a principal-owned real estate investment shop in Dallas, and with Viator Wealth Management prior
Expertise
- Responsible for financial underwriting and valuations, production of market research reports and term sheets, transaction analysis, and client support
- Reviews and analyzes legal documents, leases, rent rolls, and third-party reports as part of the due diligence process
- Coordinates information and prepares reports regarding market data, occupancy data, expense analysis, aerials, maps, and rent/sales comparables
- Southern Methodist University, BBA in Real Estate Finance
- Golfing & playing basketball
- Following SMU Athletics & New Orleans sports teams
- Spending time with friends in Dallas and with family in New Orleans