Practice Focus: Focused on acquisitions, dispositions, asset and portfolio management for pension fund agriculture and office portfolios within Real Assets.
- Work Phone:(801) 366-7525
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A Closer Look
I have extensive experience in the underwriting and valuation of all real estate property types, including income-producing agriculture investment properties and commercial real estate. I have personally underwritten and/or valued over $3 billion of assets. I am currently on the property portfolio management team for the public pension fund of the State of Utah (Utah Retirement Systems). I am the lead on building out the company's global agriculture portfolio and have underwritten and directly negotiated over $300 million in farm properties and closed on over $200 million of assets located throughout the U.S. and internationally. I have a Bachelor of Science in Finance (2007), a Master of Real Estate Development ("MRED"; 2011), and a graduate certificate in Urban Plannin, all from the University of Utah. In the MRED program, I received the Zion’s Bank Real Estate Scholarship and graduated at the top of my class. I completed the NCREIF (National Council of Real Estate Investment Fiduciaries) Professional Certificate Program in Institutional Real Estate and am currently serving as the chair of the NCREIF Farmland Committee. I am a certified general real estate appraiser in Utah. I am active in the community, volunteering in my church and other civic organizations. Specialties: Agriculture land acquisitions, investment, and underwriting, commercial real estate valuation and appraisal review, portfolio management, asset management, retail and other commercial property underwriting, real estate financial modeling, due diligence analysis, market analysis, negotiations, etc.
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Experience
- Professional Disciplines
- Analyst
- Appraisal/Valuation
- Asset/Portfolio Manager
- Investment Manager
- Investor
- Pension Fund Advisor
- Areas of Expertise
- Acquisitions
- Data Research, Analysis
- Dispositions
- Financial Analysis
- Joint Ventures
- Land Use, Master Planning
- Property Types
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- Land: Agriculture/Ranches/Vineyards
- Office: Build-to-Suit
- Industrial: Flex, R&D
- Other: Government, Nonprofit
- Healthcare
- Industrial
- Land
- Office: Medical
- Healthcare: Medical Centers
- Retail: Neighborhood, Community Retail
- Office
- Retail
- Industrial: Self-Storage
- Office: Suburban
- Land: Timber
- Office: Urban
- Industrial: Warehouse, Storage
- Other: Wind, Solar, Renewable Facilities