30% Weighted Average IRR and $37M in Investor Profits from Leading 5 Full Cycle Investments
Grew a Firm from $117M to over $600M in Assets under Ownership
Led over $1B in transactions including acquisitions, dispositions and refinances
Managed 80 real estate professionals to $55M in Annual Revenues
Here are the 5 full cycle investments which I led: acquired in competitive environments, created and executed on the investment thesis, was President of the management company which operated the investments, managed the sale, and successfully 1031 exchanged all proceeds to defer capital gains for investors.
301 Greenville — Dallas, TX
200 Units | 1984 Build
Acq $33M (2021) → Sold $44.8M (2022)
Total Investor Profit of $11.75M
55% IRR
Violet — Austin, TX
160 Units | 1984 Build
Acq $21.7M (2020) → Sold $30.2M (2023)
Total Investor Profit of $7M
22% IRR
Bungalows — Fort Worth, TX
64 Units | 1984 Build
Acq $7.6M (2019) → Sold $13.5M (2022)
Total Investor Profit of $3.25M
24% IRR
Valencia — Dallas, TX
167 Units | 1999 Build
Acq $25M (2016) → Sold $33M (2021)
Total Investor Profit of $10M
22% IRR
