More than 25 Years Providing Expert Services in the Capital Markets.

Founded Commercial Defeasance (Defease with Ease) – pioneering the industry and the defeasance market leader of commercial real estate loans

Commercial Defeasance Sold to Summit Partners – successful exit to private equity firm and remained minority owner & chairman

Founded TCAM Asset Management – provided asset management, advisory, and consulting services to owners and funders of affordable housing

Founded R.J.Finlay & Co – full–service commercial real estate owner & operating firm with a diverse portfolio across the United States

Founded QuietStream Financial JV with Summit Partners – investment firm focused on serving commercial real estate owners, investors, and borrowers with a portfolio of innovative businesses

Sold TCAM to QuietStream Financial – successful exit to private equity firm and remained minority owner & chairman

Invested in RadianGEN – provided solar asset management services & technology to support utility, commercial, and residential projects

Created Fairview Real Estate Solutions – provided market-leading surveillance, research, and independent underwriting for commercial mortgage-backed securities (CMBS)

Founded EntityKeeper – provides entity management technology that manages business entities, organizes complex structures, secures sensitive information, and tracks filing & compliance deadlines in a secure platform

Sold RadianGEN to Solar Plus International – successful exit to Solar Plus International, a member of the AP Capital Group

Sold Fairview Real Estate Solutions to Hedge Fund & Mortgage Software Company – successful exit to a client of Fairview underwriting data & services and mortgage software company

Invested in Mobile-Shop Company – provides a streamlined mobile maintenance solution to maximize efficiencies in facilities management

Founded Investor Management Services (IMS) – provides a streamlined platform for investor management, communications, and investment distributions

Sold TCAM to MRI – successful exit to MRI, a property management and accounting system in commercial real estate

Founded Lyra Intel – provides comprehensive business intelligence to increase tenant retention and raise NOI of commercial real estate properties

Founded Kaboodle – provides an application to manage amenities, communications, events, and e-commerce experience to multifamily renters

Reacquired Commercial Defeasance – reacquired whole ownership and 100% equity position of Commercial Defeasance

Founded SaaSTrax – provides a subscription tracking and software-as-a-service management platform

Founded Lobby CRE – provides commercial real estate asset & portfolio tracking, management, and optimization to increase returns to owners & investors

Launched Thirty Capital – mid-market CRE advisory firm focused at the intersection of real estate, capital markets, and technology

Sold Investor Management Services (IMS) to RealPage – successful exit to RealPage, a global real estate software provider owned by private equity firm Thoma Bravo

Invested in Rent Ready – provides streamlined platform to manage the workflows between renter move-out and move-in

Partnered with the Institute of Real Estate Management (IREM) – launched an industry partnership to automate, standardize, and create the I/E IQ benchmark of operational performance in commercial real estate properties for IREM members

Invested in Sport Mode One – provides opportunities for practical business education through mentorship, entrepreneurship, and healthy competition

Founded SOFR with Ease – provides interest rate hedging, caps, swaps, and other derivative products to optimize leverage for commercial real estate assets and portfolios

Invested in iApartments – provides intelligent apartment technology to automate asset protection, access control, and operational efficiency for multifamily owners, managers, and residents

Launched Thirty Capital Financial – consolidated Commercial Defeasance, Defease with Ease, SOFR with Ease, capital markets expertise, and other debt optimization services into a singular offering for commercial real estate

Sold Mobile-Shop Company – successful exit to a dedicated private investor

Founded The Academy of CRE Finance & Innovation – provides practical education for new and emerging roles in commercial real estate

Partnered with the National Apartment Association (NAA) – launched an industry partnership to automate, standardize, and create the I/E IQ benchmark of operational performance in commercial real estate properties for NAA members

Partnered with the Building Owners & Managers Association (BOMA) – launched an industry partnership to automate, standardize, and create the I/E IQ benchmark of operational performance in commercial real estate properties for BOMA members

Acquired STATVAL – provides property-level peer to peer benchmark analytics and automated statistical valuation analysis for multifamily assets

Launched Thirty Capital Performance Group – consolidated economic forecasting, operational optimization services, statistical valuation, asset management, and benchmarking into a singular offering for commercial real estate