Jeff M.
DallasTX

Real Estate Investment Banker / CPA / Outsourced CFO

Veteran finance and real estate development professional with over $2 billion of experience advising discretionary funds, operating companies, and real estate developers. Highly adept in financial modeling, assembling OMs, and capital structuring for complex development projects CORE SKILLS: Financial Modeling Offering / Investment Memoranda CFO & Strategic Management Tools Accounting Systems Budgets & Financial Reporting Compilations Finance Department Formation ASSET CLASS EXPERTISE: Multifamily Development Multifamily Acquisitions & Portfolios Land Development & Master Planned Communities Condo, Townhome, & Single-Family Development Office, Hospitality, & Marina Development FINANCE EXPERTISE: Joint Venture Equity Preferred Equity & Mezzanine Finance Construction Loans Land Loans Land & Lot Development Facilities Acquisition & Bridge Debt Strategic Recapitalizations Please reach out to get connected

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Skills

  • GAAP
  • Corporate Tax
  • Property Tax