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PROFESSIONAL PROFILE

_       Real Estate Professional with extensive financial and market analysis experience.  Excellent oral and written communication
       skills, demonstrated interpersonal skills, and proven expertise in research and analysis.  An integral member of any staff, able
       to effectively serve organizational needs through complex financial analysis, effective presentations, creative problem-solving,
       change management, and partnering. Specific expertise in developing sophisticated Excel models, including Visual Basic for
       Applications (VBA), for use in feasibility, underwriting, due diligence, construction management, asset management,
       operations, and disposition analysis.


       The following are the multifamily construction, product, and market types, financial structures, equity investors, and lenders
      
with which I have experience:

Construction Types
  • Garden
  • Tuck Under
  • Podium with Subterranean Parking
  • Wrap with Pop Up Parking
  • Mid Rise
  • High Rise
Product / Market Types
  • Class A Luxury
  • Condominium
  • Student Housing
  • Market Rate
  • Market Rate with Inclusionary Affordable Component
  • Affordable
  • New Construction
  • Rehabilitation
  • Urban
  • Suburban
  • Infill
  • Redevelopment
  • Mixed Use Multifamily / Commercial
Financial Structures
  • Conventional Debt and Equity
  • Land Owner Joint Venture
  • Land Loans
  • Bridge Loans
  • Non-Participating Mezzanine Loans
  • Participating Mezzanine Loans
  • Multiple IRR Thresholds
  • Multiple Preferred Returns
  • Asset Management Fees
  • Advisory Fees
  • Partnership Fees
  • Placement Fees
  • Land Leases
  • Staged Equity Installments
  • Equity Installed in Proportion to Construction Loan Draws
  • Redevelopment Agency Grants
  • Tax Increment Financing
  • Low Income Housing Tax Credit (LIHTC) Financing
  • Tax Exempt Private Activity Bond Financing
  • 1st and 2nd Note Purchases
Equity Investors
  • AFL-CIO
  • The Alter Group
  • Ameriton Properties
  • Buchanan Street Partners
  • California State Teachers Retirement System (CALSTRS)
  • Capri Capital Partners
  • Chase Bank
  • Citibank
  • Clarion Partners
  • Cornerstone Real Estate Advisers
  • CWS Capital Partners
  • Eagle Real Estate Group
  • GE Capital
  • GMAC Real Estate
  • Heitman Heller Capital Corp.
  • Jefferson Apartment Group
  • J.P. Morgan & Co.
  • KeyBank
  • Lend Lease
  • Lennar Multifamily Investors
  • Massachussets Mutual Life Insurance Company
  • Matsushita Electric Industrial Co.
  • MC Realty, Inc. (Mitsubishi Corp.)
  • MetLife
  • Morgan Stanley Real Estate Fund II (MSREF II)
  • New York State Common Retirement Fund (NYSCRF)
  • Northwestern Mutual Life (NML)
  • Overland Capital Group
  • Lincoln National Corporation
  • The Patronis Group
  • Pennsylvania State Employee Retirement System (PASERS)
  • Phoenix Capital Inc.
  • RECAP Real Estate Advisors
  • Sarofim Realty Advisors
  • State Farm Insurance
  • State Teachers Retirement System of Ohio (OSTRS)
  • Sumitomo Corporation
  • Summit Investment Partners
  • Transworld Properties
  • The Tuckerman Group
Lenders
  • 1st Bank of Arizona
  • 1st National Bank of Omaha
  • 1st Union Bank
  • AmSouth Bank
  • Bank of America
  • Bank of Texas
  • Bank One
  • BankAtlantic
  • BankUnited
  • Branch Banking & Trust
  • Chase Bank
  • City National Bank
  • Colonial Bank
  • Commercial Federal Bank
  • CommerzBank
  • Compass Bank
  • Credit Lyonnais
  • Dime Bank
  • Fidelity Bank
  • First Bank
  • First Union Bank
  • Firstar
  • Fleet Bank
  • GMAC
  • Guaranty Federal Bank
  • Harris Trust & Savings Bank
  • KeyBank
  • Mellon Bank
  • Morgan Stanley Real Estate Fund (MSREF)
  • National City Bank
  • Northwestern Mutual Life (NML)
  • PNC Bank
  • Regent Bank
  • Scripps Bank
  • South Trust
  • Union Bank
  • US Bank
  • Wachovia Bank
  • WestLB
Copyright © 2013 Kris Phillips. All rights reserved.