CVS Portfolio Acquisition
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Summary
Executed a dual representation 1031 exchange for an 18-property CVS Portfolio across multiple states.
About
Highly accomplished Institutional Real Estate Investments Professional with over $595.9M in directly managed transaction volume and $5.9M in commission revenue across 32 deals, specializing in single-tenant net lease (STNL) and 1031 exchange transactions. Expertly leverages AI and automation to significantly enhance deal sourcing, underwriting, and transaction velocity, driving substantial efficiency gains and identifying over $309M in off-market opportunities. Proven leader in developing strategic verticals and translating complex operational requirements into scalable technology solutions for private and institutional clients.
Work
Offerd
|Senior Vice President - Net Lease & 1031 Strategy Lead
Sun Valley, ID, US
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Summary
Leads the strategic development and go-to-market execution for the firm's net lease and 1031 exchange vertical, driving platform adoption through scalable technology solutions.
Highlights
Spearheaded the development and launch of the firm's net lease and 1031 exchange vertical, advising on comprehensive product strategy, workflow design, and go-to-market execution.
Drove significant platform adoption among brokers, exchangors, and institutional users by translating complex operational deal requirements into scalable technology solutions.
Thomas Company
|Director - Investment Sales
Sun Valley, ID, US
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Summary
Directed investment sales, managing the full lifecycle of STNL transactions from sourcing to closing, while leveraging automation to enhance deal flow and efficiency.
Highlights
Directly sourced, negotiated, and closed over $350M in STNL investment transactions across diverse asset classes, contributing to a total of $595.9M in directly managed volume and generating $5.9M in commission revenue.
Pioneered proprietary, automated prospecting systems to identify 11 exclusive off-market opportunities totaling $309.4M in volume, significantly increasing prospect-to-meeting conversion rates by 35%.
Accounted for over 50% of the firm's total revenue and 25% of closed transactions, including over $3M in revenue from self-sourced deals and $5M from buyer-represented deals.
Reduced transaction preparation time by 40% through the strategic deployment of document and data automation solutions, enhancing overall deal velocity and operational efficiency.
Education
Michael G. Foster School of Business, University of Washington
Seattle, WA, United States of America
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BBA
Business Management - Information Systems
Grade: 3.53
Skills
Real Estate & Finance
Deal Sourcing, Underwriting & Financial Analysis, Complex Financial Modeling, Capital Markets, Tax-Efficient Investments, Credit & Risk Assessment, Lease Analysis & Abstraction, Buyer Targeting & Outreach, Negotiation & Deal Structuring (LOI/PSA), Market Comps & Pricing Strategy, 1031 Exchange Coordination, Due Diligence Management, Closing & Timeline Management, Acquisitions, Asset Management.
Technology & Automation
Applied AI for Real Estate, CRM & Pipeline Automation, Automation, API Calls, Prompt Engineering, Web App Deployments, Web Scraping, Chrome Extension Development, Plug-in Building.
Software & Platforms
Vercel, Manus, ChatGPT, Databases (SQL, NoSQL), CSS, Argus, Microsoft Office, Google Workspace, Hubspot.
Strategic & Management
Stakeholder Management, Product Strategy, Workflow Design, Go-to-Market Execution, Scalable Technology Solutions, Confidentiality Management.
Projects
Amazon Distribution Center Transaction
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Summary
Managed the dual representation sale of a 700,000 SF Amazon Distribution Center, structuring the deal for a tight closing timeline.
STNL Ground Lease Transaction
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Summary
Structured a dual representation 99-year term STNL Ground Lease as a zero cash flow investment.
Gateway First Bank HQ Sale
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Summary
Managed the confidential sale of Gateway First Bank's mission-critical corporate headquarters.