The Outlook
815 S Aurora, Ithaca, NY
Primary author of financial model, including Opportunity Zone tax benefits
Interpreted and communicated OZ benefits to investors
Created tracking system for construction budget and loan draws; managed draw requests and accounts payable for the project
THE Vanguard
600 W Front St, Boise, ID
Identified the site and participated in acquisition negotiations
Financial modeling during disposition, including modeling investor distributions
Zoning analysis and preliminary floor plan and massing studies
Selected architects
Participated in punch walks at the end of construction
The breeze
121-125 Lake St, Ithaca, NY
Significant involvement in municipal entitlements, building design, financial modeling
Project-managed consultant selection and entry into New York State Brownfield Cleanup Program
Authored documents to keep public communications about the brownfield cleanup effort transparent
Stately Apartments
510 W State, Ithaca, NY
Prepared initial site capacity studies and participated in 9% LIHTC application for 53-unit affordable housing project
Defended the project in planning and zoning board meetings during entitlements process
THE LUX
& LOFTS
& LOFTS
Collegetown, Ithaca, NY
Financial modeling during portfolio disposition
Property management and tenant relations (Lofts)
My real estate development, transactional, and finance skills include:
zoning capacity studies and design visualizations
familiarity with general building code requirements and dimensions
CAD drawing using Rhino for site planning and building design
familiarity standard site design dimensions
due diligence on chains of title and easements
presenting projects to municipal permitting and entitlement authorities
regulatory due diligence, including environmental regulations
acquisition negotiations and valuation
financial pro forma modeling and budgeting for capital/operating costs
lender relations, including construction loan draw monitoring
investor relations, including calculating investor distributions