Locations:
Min Investment:
Max Investment:
Target Investment:
2012
Evolution Properties is focused on residential development projects in urban infill locations primarily in Southern California. Proficient in evaluating development opportunities across product types. Projects include both ground-up development and value-add repositioning. Due to our unique capitalization structure, our objectives are a bit different than most- we buy rental units/homes and reposition to hold long term for passive income.
2000 - 2008
2003 - 2008
• Successfully managed long-short equity portfolios of $250 million, focused in the technology, media, and telecommunications sectors. Every single year, portfolios consistently exceeded internal peer and competitive benchmark expectations through outsized returns. • Developed proprietary business evaluation model utilizing rigorous market analysis, careful risk management, and a forward-looking thought process that prioritized strategic long-term thinking, ultimately resulting in excess returns as compared to the market. • Interviewed Fortune 500 CEO/CFOs to develop forward-looking evaluations and growth dynamic models of businesses in various sectors, leveraging rigorous data analysis, inter-personal relationships, and on-site business visits to derive earnings estimates and guidance for multi-million dollar investment strategies. • Hired, trained, and led a team of 5 analysts to identify, evaluate and monitor broad sector trends, resulting in new research methodologies to interview management teams, ultimately delivering over 800 business reviews and recommendations.
2000 - 2003
Generated new ideas across twenty sub-sectors for potential public equity investments through associated financial analysis. Communicated findings to portfolio managers in daily debrief. Promoted to portfolio manager due to superior business analytical skills.
1999 - 2000
1999 - 2000
Analyzed growth trajectories for 200+ pre-IPO companies in order to market and sell offerings to institutional investors in the capital raising phase.