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My Current Roles.

Real Estate Private Credit Fund

California Bridge Lender

Head of Business Development 

Co-Portfolio Manager

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I work as part of the team managing a private real estate debt fund focused on short-term real estate backed lending, including bridge loans, renovation and value-add projects, construction financing, and refinancing scenarios. My role includes reviewing and analyzing loan opportunities, evaluating borrowers and collateral, and helping determine how each investment fits within the fund’s overall portfolio strategy, risk profile, and capital allocation strategy.

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In addition to underwriting and credit analysis, I am involved in portfolio management, analytics, and fund operations. This includes tracking loan-level performance, monitoring portfolio metrics and concentration risk, overseeing fund accounting and performance reporting, and maintaining portfolio analytics used for internal decision-making and investor reporting. This role provides involvement across both the investment side and operational side of the fund, including portfolio monitoring, reporting, and risk management.

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I am also involved in investor communication and capital raising support, including preparing investor reports, presentations, and portfolio updates, and participating in calls and meetings with family offices, registered investment advisors, broker-dealers, and institutional investors. This role provides exposure not only to real estate credit investing and portfolio management, but also to how private credit funds raise capital, communicate with investors, and position investment strategies within the broader alternative investment market.

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Credit Analysis & Underwriting

  • Review and analyze incoming loan requests across bridge, construction, value-add, and refinancing projects

  • Evaluate borrower experience, project viability, capital structure, and exit strategy

  • Analyze property characteristics, market conditions, and collateral risk

  • Assist in structuring loans and evaluating risk-adjusted return characteristics

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Portfolio Management & Analytics

  • Track loan-level performance and portfolio-level metrics

  • Monitor concentration risk, repayment timelines, and overall portfolio performance

  • Assist with portfolio construction decisions and risk monitoring

  • Analyze interest rates, credit markets, and real estate market conditions to help inform lending strategy

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Fund Accounting & Reporting

  • Oversee fund accounting, portfolio tracking, and performance reporting

  • Review portfolio valuations, financial reporting, and fund performance metrics

  • Maintain loan-level and portfolio-level analytics used for internal reporting and investor updates

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Investor Relations & Capital Raising Support

  • Prepare investor reports, presentations, and portfolio updates

  • Participate in investor calls and due diligence discussions

  • Work with family offices, RIAs, broker-dealers, and institutional investors evaluating private credit investments

  • Support capital raising efforts by communicating strategy, portfolio performance, and market conditions

​​Real Estate Debt Interval Fund (Closed End Mutual Fund)

Member of the Board of Trustees​

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Serve as a member of the Board of Trustees for a real estate-focused interval fund, with responsibilities centered on fund governance, valuation oversight, compliance, audit review, and operational oversight. Interval funds have unique structural and regulatory requirements, particularly related to the valuation of less liquid assets, liquidity management, and periodic shareholder repurchase offers, which requires active board-level oversight.

 

Key areas of involvement include:

  • Oversight of portfolio valuation processes, including review of third-party valuation reports for real estate assets and credit investments

  • Monitoring liquidity management and the fund’s ability to meet periodic repurchase offers to shareholders

  • Review of fund leverage, capital structure, and portfolio risk management

  • Oversight of compliance programs and regulatory requirements applicable to registered investment vehicles

  • Review of financial statements, audit materials, and coordination with independent auditors

  • Oversight of fund service providers, including the investment manager, administrator, transfer agent, and other operational partners

  • Review of shareholder reports and investor communications

  • Ensuring the fund is managed in accordance with its stated investment strategy, risk guidelines, and fiduciary responsibilities to shareholders

 

This role provides direct exposure to the governance and operational structure of a registered real estate investment fund, including valuation policy, liquidity planning, regulatory compliance, and the operational infrastructure required to manage a portfolio of less liquid real estate investments within an interval fund structure.

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In addition to board responsibilities, maintain active involvement in real estate credit markets through the evaluation of loan opportunities and analysis of borrowers, properties, and financing structures. This provides ongoing exposure to how real estate loans are structured, underwritten, and managed, and how lending conditions evolve across different phases of the credit cycle.

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