Managing Director
Adam is a top producing multifamily finance professional with a focus on the Freddie Mac and Fannie Mae Small Balance Programs since 2015. In that time, he has closed over 340 Small Balance multifamily loan transactions across 32 states.
As a direct lender for both Freddie Mac and Fannie Mae loans, he has been recognized as one of the top producers in the country for the Freddie Mac Small Balance program. He currently manages the Small Loans group in the West for Berkadia, the #1 Freddie Mac and #2 Fannie Mae lender in the country in 2022.
Managing Director
Houston office of Colliers Valuation & Advisory Services
and leads the South-Central Multifamily Team
Aimee Morgan Nicotra is a Managing Director in the Houston office of Colliers Valuation & Advisory Services and leads the South-Central Multifamily Team. Aimee has extensive experience in the appraisal of multifamily assets with 15 years of experience in this property type. She has overseen the completion of thousands of appraisals in the South-Central and other markets. Her deep experience includes specialization in each of these areas: agency lending, balance sheet lending, affordable housing (LIHTC and HAP), proposed developments/ new con-struction lending, BTR developments, commercial to apartment conversions, tax credits and historic conversions and many other facets of the multifamily space. Aimee’s real specialty and passion is client service and ensuring an exceptional client experience on every assignment.
Aimee spent over a decade at CBRE followed by three years at JLL prior to joining Colliers. At CBRE, Aimee ran the North Texas Multifamily Team – the largest multifamily team in the country at the time – and then went on to run client care for the South-Central Region at CBRE. At JLL, Aimee was the Head of Multifamily Valuation for the US and she grew the multifamily practice at JLL nearly 7X during her time in that role. She then went on to run Global Career Development and serve on the Global Operations Committee for JLL Valuation. She maintains a passion for providing high-growth career environ-ments for her team and investing in career development.
Managing Partner
Two Ten Management
As a full-time accredited real estate investor, he graduated from The University of Texas at San Antonio with a Bachelor’s in Construction Science Management and a minor in Business Administration. Currently, he controls over $85 million in commercial, single, and multifamily assets. He founded Optimum Buyers, LLC, through which he closed on 60+ single-family real estate properties from 2014 to 2018. Additionally, he is a co-founder of HomelyEscape, LLC, specializing in short-term rentals, where they currently operate and co-manage 7 properties via Airbnb. Another venture of his is Two Ten Management, LLC, where he is involved in acquisitions, property management, construction, and asset management.
Over the last three years, they have successfully closed on over 1000 units, and he leads on-site construction and property management operations for their multifamily projects. Furthermore, he actively pursues off-market opportunities for their portfolio. As a lead sponsor and key principal, he has been involved in numerous projects, including the sale of Oak Ridge Apartments in McAllen, Texas, the refinance of Sonterra on McColl Apartments in McAllen, Texas, and the sale of Valencia Apartments in Pharr, Texas, among others. He also serves as a limited partner in Flint at 290, a 192-unit apartment complex in Houston, Texas. With experience working alongside architecture, construction, and engineering professionals since 2010, he has developed a comprehensive understanding of the real estate industry. Outside of work, his hobbies include scuba diving, world travel, fitness, and personal growth through networking.
Looking ahead, his goals and objectives for 2022 include serving as the lead sponsor to acquire 1000 units, split evenly between the Rio Grande Valley and San Antonio, and raising $1 billion in private equity for multifamily and commercial real estate projects. He is also continuing to build a global platform for people to invest in commercial and residential real estate.
Co-Founder & Managing Member
A&E Real Estate Group, LLC
Adam Roberts is a co-founder and managing member of A&E Real Estate Group, LLC, a company he helped establish in 2013. He is a dynamic real estate investor who, along with his wife Emily Cortright, has undergone significant shifts in mindset and investment strategies over their entrepreneurial journey. Transitioning from an executive leadership role at General Electric (GE) to pursue real estate investing, he initially focused on single-family home acquisitions in Dallas-Fort Worth. He later shifted to large multifamily syndications in 2017. Today Adam and Emily operate $220M in real estate assets across Texas and Oklahoma.
After spending five years establishing and maturing their multifamily business, he diversified into Mortgage Note Investments and Private Lending. In addition to his investment activities, Adam leverages his expertise as a Coach/Mentor for a prominent multifamily education program, and beyond his professional endeavors, he is a commercial pilot and holds an FAA flight instructors certificate.
Adam and Emily live in Fort Worth, Texas and enjoy traveling, pursuing a healthy lifestyle, listening to live music, and spending quality time with their 2-year-old daughter. Overall, they aim to inspire others to embrace a wealth-building mindset and explore new horizons in the world of real estate investing.
Director
Freddie Mac
Alexandra Chardell is the Director of Conventional Production for the Central Region at Freddie Mac Multifamily. Alexandra oversees the structuring, pricing, and execution of more than 400 loan originations per year – roughly $10B – across the Midwest.
Over the past 8.5 years at Freddie Mac, Alexandra has focused on delivering top customer service for clients, both internally and externally. She is also engaged in Freddie Mac’s Multifamily Equitable Housing initiatives and leads the Impact Sponsor Program. Alexandra graduated from Tulane University and currently resides in Chicago, IL.
Founder and Owner
Terrydale Capital
Brian Gramlich is the founder and owner of Terrydale Capital, a leading commercial real estate financing firm headquartered in Dallas, Texas. Since its founding in 2017, the company has built strong relationships with major banks, lenders, and family offices across the U.S. and stayed in close contact with top-tier real estate sales brokers, investors, and REITs regarding opportunities of all sizes. This allows the firm to keep their fingers on the pulse of the market and to deliver some of the most competitive financing solutions in the industry. “Our mission is to help commercial real estate investors structure their financing needs and to take as many challenges out of the loan closing process as possible”.
Brian in 2005 helped start a real estate brokerage in Kansas City (RE/MAX Plaza) During 2005 and 2009 he assisted in the purchase and sale of residential and commercial properties. He then went on to oversee 1,500+ REO transactions for a real estate servicing and finance company in Dallas. He also was a top producer at a commercial loan finance company for approx. 6 years before ultimately launching his own firm. From its inception, Terrydale has focused on the basics, placed high regard on client relationships, and provided multiple means of interaction—including the innovative program, Terrydale Live, which allows clients to see market deals quoted in real time. Brian has overseen, closed and/or been a part of 1,000’s of commercial transactions over his career. On a weekly basis Terrydale Capital has approx. 200+ transactions they are reviewing in different stages. Since Terrydale’s inception they have closed approx. $1B loans. Brian has put together his own built from scratch CRM system that is a next level loan tracking and prospecting system for loan officers. Brian also has completed multiple successful commercial transactions personally and with partners.
Partner
Bloomfield Capital
Brent Truscott is a Partner of Bloomfield Capital and a member of the investment committee. Since 2010, he has led the originations effort for the firm. Brent is also responsible for structuring and closing debt and equity transactions nationwide.
Bloomfield Capital is a direct lender and equity investor in commercial real estate assets nationwide, with over $1 billion of closed transactions since the Firm’s inception. Bloomfield Capital provides debt and equity solutions to meet the demands of time sensitive and complex transactions. The Firm specializes in small to medium sized financings from $3-30 million in the form of bridge loans, mezzanine loans and preferred equity participations.
Prior to joining Bloomfield Capital in 2010, Brent was an Associate of ValStone Partners, a $500 million private equity firm focused on opportunistic and distressed investments. Prior to joining ValStone Partners, Brent spent two years as an Associate at DTE Energy Services, where he focused on project development and M&A transactions. Earlier in his career, he was an Associate in the business valuation group of Standard & Poor’s and an investment-banking analyst at RBC Capital Markets in Boston. Brent received his M.S. from Columbia University in Real Estate Development and a B.S. in management with a concentration in finance from Boston College.
Managing Partner
Elkhorn Capital Partners, LLC
Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. Altogether, he oversees the management of over half a billion dollars in investor assets. He is a disciplined quantitative investor who successfully utilizes macro-economic indicators to cut through the narrative and form the basis for Elkhorn’s proven top-down investment approach.
After having been heavily invested in real estate until late 2007, he liquidated ALL of his investment real estate based upon his research related to the macroeconomic imbalances at the time. Based on his inflation outlook, he began re-entering the investment real estate market in 2010. The results have been extremely compelling. Elkhorn is a real estate private equity firm singularly focused on multifamily. Elkhorn specializes in distressed situation multifamily acquisitions, adding strategic investment to improve the property; improving the quality of life for an often-neglected, working-class tenant base, and adding to the improvement trend within the region.
Managing Partner & Co-Founder
Kalterra Capital Partners
Clint is a third-generation developer and has a development background in renewable energy, residential and commercial real estate. He is a co-founder of Kalterra Capital Partners and is responsible for new business development and project oversight. Clint earned a BS in Engineering from Texas A&M University and an MBA in
Finance & Real Estate from Southern Methodist University. Clint has served on various boards including Vice President for the City of Dallas Corporate Housing Finance Corporation, Vice Chairman for the City of Dallas Planning & Zoning Board of Adjustment, Chairman for Grace Academy of Dallas and GSEA Chairman for EO (Entrepreneur Organization) of Dallas.
Senior Loan Originator
Parkview Financial-Private Debt Fund Lender
With over 30 years of experience as a real estate investor and financier, Doug has extensive debt, equity and investment experience. This experience spans multiple cycles and includes the origination of over $2 billion of commercial real estate debt and equity investments.
He is responsible for the evaluation of lending and investment opportunities including acquisition, development and construction of commercial and multifamily projects nationwide. With diverse experience in commercial real estate investing and mortgage banking he is unmatched in his ability to conceptualize, negotiate and structure complex loan transactions.
Doug gained most of his vast experience in operational leadership positions as Director of Real Estate Finance for private capital lender Bridge Financial Corp., a subsidiary of publicly held New Mexico & Arizona Land Company, and Vice President of Commercial Lending for USA Commercial Mortgage, a national real estate investment company. He received his Bachelor’s Degree from California Polytechnic State University, San Luis Obispo and holds a California Real Estate Broker license.
RealPage’s Data Analytics
Market Analyst
Dustin Weaver is a Market Analyst with RealPage’s Data Analytics division, where he specializes in conventional apartment market analysis, research and data methodology. Dustin and the Market Analyst team track and forecast the multifamily market in more than 150 metros nationwide, as well as more than 175 student housing markets, to empower stakeholders to leverage insights, information and reports at a market, submarket and property level.
Dustin has over 6 years of experience in the multifamily industry, including in many client-facing, operations-heavy roles, which uniquely positions him to understand the industry from multiple perspectives. Dustin partners with investors, operators and lenders to offer data-driven insights on multifamily performance.
Director
Lument
Edward H. Gray is a Director at Lument where he focuses on the nationwide origination of multifamily loans. Mr. Gray has over 20 years of commercial real estate finance experience with positions in Agency, CMBS, and Bridge loan originations, evaluating debt opportunities, CMBS underwriting, and managing due diligence teams.
He has held roles at CBRE, Citibank, Beal Bank, Sabal Capital, and Greystone. He has completed several billion dollars in transactions, including buying the first Freddie Mac K Series B-Piece. He earned a Master’s degree from Texas A&M University and a Bachelor’s degree from The University of Texas at Austin.
Regional Business Development
Berkadia
Greg is responsible for business development, client relationships, and transaction management in Texas and the Southwest region. Greg has over 20 years of experience in multifamily and commercial real estate and has been involved in over $8 billion of real estate transactions for both institutional and private parties. Prior to joining Berkadia, Greg was a Partner at Moran & Company. Greg also has experience in commercial banking and public accounting and has held positions with Goldman Sachs and The Walt Disney Company. Greg has and MBA in Finance from Texas Christian University and a BBA in Accounting from Texas A&M University. He is a licensed CPA and real estate broker in Texas.
Managing Partner
Patel Gaines
Named one of the Top 100 Lawyers in America, Grant M. Gaines has a fearless attitude and insightful knowledge of the transactional and litigious sides of the law which enhance his ability to successfully serve our clients in a diverse array of legal matters. With many years of practice in the legal, commercial, real estate, and municipal industries, Grant uses an aggressive approach and deep integrity to make him a zealous representative for his clients. He is respected in the commercial real estate arena for both his transaction and litigation skills, having represented and resolved disputes for numerous clients and negotiated and mediated with government agencies, including cities, counties, the State of Texas, and a range of planning commissions, zoning commissions, water utilities and other regulatory bodies.
Named by the San Antonio Business Journal as 40 under 40 award recipient, Super Lawyer, Rising Star by Super Lawyers, and one of the Best San Antonio Lawyers by S.A. Scene Magazine, Grant has successfully created a firm that has been recognized as being one of the Best Places to Work in San Antonio and the Fifth Fastest Growing Law Firm in the nation.
Partner
Wick Phillips-Attorneys & Counselors
Isaac Brown is a finance attorney practicing in the corporate section of Wick Phillips. He represents lenders, borrowers, investors and other parties in all aspects of finance, particularly commercial real estate finance, including in the areas of senior loans, mezzanine loans, and preferred equity investments.
Isaac’s commercial real estate finance practice has covered a variety of different property types, including multi-family, hotels, and new construction. In addition, Isaac represents lenders and borrowers in non-real estate backed financing structures, including workouts and asset-based loans
National Director
Old Capital
James Eng has over 19 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director.
He has worked with hundreds of investors to help them acquire over $1.5BN in multifamily properties totaling over 20,000 units nationwide.
James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the life cycle of a deal.
He received his finance degree from the University of Texas at Austin and resides in Dallas-Fort Worth with his wife and three boys.
EVP
BankFinancial
Jeff Pirhalla is EVP at BankFinancial where he leads the Bank’s National Commercial Real Estate Lending line of business. Prior to BankFinancial, he developed and managed CBRE’s Wholesale Lending and Bank Correspondent Lending platforms, and originated Freddie/Fannie Agency loans nationwide.
He is a member of the MBA Multifamily Council and Bank Senior Executive Roundtable and has been a featured speaker and moderator at industry events. His previous roles included National Correspondent Manager for Sabal Financial; Portfolio Surveillance/Risk Analysis for Wells Fargo’s $600 billion CMBS and Agency loan portfolios; and was instrumental in the expansion of several commercial real estate lending platforms for Impac Commercial Capital Corp, SunTrust Banks, and JPMorgan’s CMBS division.
Founder & Director of Acquisitions
High Five Group
Jimmy Edwards is the Founder of High Five Multifamily, a real estate solutions company that focuses on the acquisition and revitalization of distressed and value-add multifamily investment property. Since 2017, High Five Multifamily has bought and sold 868 units and is currently looking for opportunities in the DFW and San Antonio areas.
Jimmy has been an investor since 2011 in both single-family and multifamily properties, has bought and sold over 100 single-family houses, and has purchased six apartment complexes.
Founder & Director of Operations
High Five Multifamily Group
Kathryn Schmeltz is a co-founder of High Five Group, which is a real estate solutions company that focuses on acquisition and revitalization of distressed and value add multifamily investment property. She has been an investor since 2013 in both single family and multifamily properties, primarily focusing on acquisition and revitalization of distressed properties. Kathryn has bought and sold over 100 houses and accumulated a portfolio of single-family income producing properties.
Since 2017, she changed her focus to buying apartment communities. As a co-founder of High Five Multifamily, she has partnered in 9 apartment communities totaling over 868 doors. Kathryn has a fantastic track record. She has gone full cycle on multiple apartment communities, with an average investment return of 2.63X and 37% IRR!
Kathryn worked with Omni Assessment, a full-service due diligence company, that caters exclusively to multifamily real estate investors. Kathryn has evaluated 40+ multifamily properties with 5,000+ units. She has a strong understanding of due diligence and prepared due diligence reports to potential buyers. Kathryn has also helped manage multifamily construction renovations. She has managed over $6M in renovation to multifamily properties working with Omni Construction.
She started her real estate career in multifamily property management. After working directly alongside the owner of a large investment firm, she knew her passion for real estate was destiny and has never looked back.
On the weekends, you can find Kathryn enjoying outdoor activities with her husband and 2 kids.
Chairman, Co-CIO
Concord Summit
Kevin O’Grady is the Chairman, Co-CIO and Partner of Concord Summit. With over 40 years of commercial real estate finance and related industry experience, Mr. O’Grady provides solutions for commercial real estate transactions of all types of asset classes, including office, retail, multi-family, for-sale residential condominiums, hospitality, industrial and mixed-use developments both urban and suburban. In his combined experience, Mr. O’Grady has been responsible for the development of over 10 million square feet of commercial projects, 23 master planned housing communities, 6 million square feet of commercial leasing and over $25 billion in structured finance closings.
Prior to founding Concord Summit, Mr. O’Grady was SVP and Managing Director with Walker and Dunlop. Mr. O’Grady has also served as a founding member of the National Equity Practice Group of Cohen Financial, a division of Guggenheim, a Director at LJ Melody and was a senior officer at various recognized development companies, including Atlantic Gulf Communities, HF Ahmanson, Robert Trent Jones Development, Turner Development, and CSX Development.
Senior Vice President
Capital One Commercial Real Estate
Maggie Burke serves as Senior Vice President on Capital One’s Commercial Real Estate Team, specializing in advising commercial property owners and operators across the U.S. on capital markets and debt strategies. She provides clients with creative solutions to support their individual business plans through several capital source executions, including Fannie Mae, Freddie Mac, FHA, life companies, CMBS, debt funds, and banks. Burke’s extensive commercial real estate finance experience encompasses originating, structuring, and successfully closing loans across a wide spectrum of asset types – from multifamily, office and retail, to self-storage and industrial.
Throughout her career, Burke has facilitated clients in securing an impressive $6 billion in debt finance transactions. Burke joined Capital One from Berkadia in 2021 to grow its national platform and continue delivering highly tailored financing solutions, working alongside her partners Jonathan Pratt and Rossana Bouchaya. The team has originated more than $2 billion in these capital product types within just two years. Notably, they recently closed a 24- property portfolio with Fannie Mae totaling $477 million. Burke is a sought-after industry expert, contributing as a media commentator, panelist, and moderator for The Mortgage Bankers Association’s (MBA) Annual Conference, its Senior Bank Executive Roundtables, Freddie Mac’s Customer Conference, and news outlets like Real Estate Forum and Bisnow. In recognition of her influence in commercial real estate, Burke was by honored with Connect CRE’s Women in Real Estate Award for 2023. In 2022, she was named on Globest.com’s prestigious Rainmakers in Finance, Debt & Equity annual list.
Burke remains deeply committed to industry development and advocacy. She has served as the immediate past Chair of the MBA’s mPact Advisory Committee, currently serves as Vice Chair of the MBA’s Mortgage Action Alliance, and is active in MORPAC, MBA’s political action Steering Committees. Burke is also the sole representative for Capital One on the Freddie Mac Advisory Committee, providing real-time feedback to the agency with the goal of creating a more frictionless experience for borrowers working with Freddie Mac. She also serves as a Board Member of Real Estate Network Empowering Women (RENEW) and is a valued member of CREW Tampa Bay, furthering her commitment to advancing the future commercial real estate landscape for women.
Senior Vice President
PACE Loan Group
Matthew joined PLG in 2018 as an Analyst and Junior Originator. As Senior Vice President, he is responsible for loan origination, loan underwriting, and portfolio monitoring. Prior to joining PLG, Matthew completed similar duties while working in US Bank’s Commercial Real Estate and Real Estate Structured Finance Groups.
At US Bank, Matthew was responsible for property and borrower underwriting for warehouse lines, construction loans, and balance sheet refi’s across all asset classes. Matthew is a graduate of Saint John’s University (MN) with a Bachelor of Arts in Economics.
Executive Managing Director and Co-Founder
Global Real Estate Advisors (GREA)
Mark entered the world of investment real estate in 2009 and has been involved in the acquisition, renovation, management, and disposition of over $1B in real estate. Today, Mark focuses on Multifamily owner representation, leveraging his military operation, sales, marketing, and real estate investment experience to provide superior service for his clients. In his first year as a broker, Mark helped to broker $176M in transaction volume (3000+ units) and was recognized as the SVN “Rookie of the Year”. In 2018, Mark was awarded SVN “Broker of the Year” and promoted to Executive Director.
In the same year, he was named the DFW Commercial Real Estate “Rookie of the Year” by DCEO Magazine. Mark has been recognized by DCEO Magazine as a Top Commercial Real Estate Broker in DFW in each year since 2018. Also, Connect Media recognized him as a 2019 Next Generation award winner due to his early success in the real estate industry.
Mark attended the United States Military Academy at West Point and was a member of the Army football team. Post-graduation, he served in the US Army as a Field Artillery Officer where he led Soldiers in Operation Enduring Freedom – Afghanistan.
Prior to his career in Commercial Real Estate Investment Sales, Mark was a business development lead and consultant at MSC Software, working to understand his client’s challenges and business, while integrating MSC software and services to add value directly to his client’s bottom line. Mark is married to April, who owns a salon in Southlake, TX. They currently have two children and are active members at RockPointe Church in Flower Mound.
Shareholder and Founder
Kalliser and Associates
Merrill Kaliser, is the Shareholder and founder. He was born in Augusta, Georgia and raised in Dallas, Texas. He attended the University of Texas for his undergraduate degree and received his Juris Doctorate from Washington University School of Law in 1999. He joined Gardere as a national and international corporate bankruptcy and restructuring lawyer. After 4 years of extensive experience in some of the largest bankruptcies and workouts in the history of our country, Merrill left Gardere for a boutique firm that had a significant focus on commercial restructuring and workouts. In 2008, Merrill became a sole practitioner where his primary focus was corporate, real estate and creditor representation. Over the years Merrill has refined his practice to focus on corporate representation, commercial real estate, SEC syndications, acquisitions and mergers, and venture capital/business start-ups. He has successfully launched three private equity funds that have raised over $50MM in funds to purchase single family residential portfolios throughout Texas and the country. He oversees and manages two of these funds along with a property management company.
Managing Partner
Patel Gaines
Rahul B. Patel is a brilliant entrepreneur and strategic mind and has also led the growth and development of multiple successful business ventures, most notably as the Founding and Managing Partner of Patel Gaines, PLLC & Co-Founder of the Five Fitness Group, South Texas’s largest franchisee of publicly traded F45 Training. Rahul is a leading attorney and entrepreneur in the state of Texas. He’s been recognized through numerous awards including, Super Lawyer and Top 100 Lawyers, San Antonio Business Journal Man of the Year, 40 Under 40, Best Places to Work, and San Antonio Magazine Faces of San Antonio, among others.
In addition, Rahul also serves on the Global Brand Fund Committee for F45 and is the current Chairman of the Alamo Angels Organization. As a dynamic communicator and visionary leader, Rahul is also a sought-out speaker. He thrives on making a difference through his strategic entrepreneurial ventures. As a mentor to many young professionals, Rahul is motivated by educating and inspiring others.
Principal
MARA Capital Group
Rasool Mutawakkil is currently the Director of Acquisitions for Disrupt Equity. He control’s over 3,311 doors worth more than $420 million – and he has amassed that impressive multifamily portfolio in just two short years.
He has been at the heart of the company’s success conducting financial analysis and underwriting to determine the potential value of the investment. In other words, Rasool helps analyze and identify which properties to buy based on their earning potential.
Principal, Head of Capital Markets and Lending
PENSAM CAPITAL
Ray Cleeman is a Principal and Head of Lending at Pensam Capital a multi-faceted private real estate fund focused on investments within the multifamily sector. As a direct real estate lender, Pensam provides flexible capital solutions to real estate sponsors including high leverage bridge loans as well as mezzanine debt, subordinate debt and preferred equity.
Ray spent the formative years of his career on Wall Street having worked as an investment banker at Credit Suisse, Donaldson, Lufkin & Jenerette, and Raymond James. He has been involved in the issuance of over $6 billion of high yield securities, the issuance of over $3 billion of private and public equities, and advised on over $7 billion of global M&A transactions. Previously, Ray was an SVP Finance & Treasurer of a publicly traded company and a lawyer at Shearman & Sterling.
Co- Managing Partner
Abbott Properties
Roger Abbott is a co-managing partner of Abbott Properties. Roger is a seasoned professional who focuses on assisting clients in the realm of luxury residential and commercial real estate, including multifamily, industrial, and retail throughout North Carolina. With a distinguished career spanning over a decade in high-end sales. In 2018, he began in real estate as an acquisitions manager at a residential wholesale company with sales exceeding $30 million annually. Since diving into the dynamic world of real estate as a licensed broker in 2020, Roger has left an indelible mark, leveraging expertise, dedication, and a keen eye for opportunities to flourish in this competitive industry.
Specializing in luxury properties and commercial ventures, Roger has orchestrated numerous successful transactions, earning a reputation for delivering unparalleled results and exceptional service to clients. With an innate understanding of market trends and a strategic investment approach, Roger has consistently exceeded client satisfaction expectations.
A notable facet of Roger’s career is raising private equity capital for oil & gas exploration and cannabis real estate ventures. He has demonstrated an unparalleled ability to secure substantial funding for ambitious real estate projects through adept negotiation skills and a robust network of investors.
Throughout Roger’s journey, he has cultivated strong relationships with clients and colleagues, earning trust and respect for their integrity, professionalism, and unwavering commitment to excellence. Roger continues to be a driving force in the real estate landscape, embracing innovation, seizing opportunities, and shaping the future of luxury and commercial real estate in North Carolina.
Franano Multifamily Group
Franano MultiFamily Group is an off market multifamily real estate acquisition company located in Downtown Kansas City, Missouri.
Stephen developed a discrete off market investment platform where apartment owners can sell their assets directly to accredited investors.
Licensed in 1992, named one of the top real estate professionals in the country by The Realty Alliance,
Circle of Excellence award winner JD Reece, Above the Crowd award winner Re/Max Mid States Region
In November 2021 Franano MultiFamily Group was recognized by CoStar as the 3rd ranked company on buyer side apartment sales in the greater Kansas City area for the year
Senior Director
Nuveen
Sean Ribble is Senior Director, Originations (CO, TX, UT, OK, NM, and NE) at Nuveen Green Capital. With over ten years of experience in the commercial real estate finance and commercial banking space, Sean has been a critical leader in the Mountain West / Texas region.
Prior to joining Nuveen Green Capital, Sean was a Senior Vice President of Commercial Banking with ANB Bank, a mid-sized community bank based out of Cherry Creek, CO. He specialized in commercial real estate, C&I, state housing tax credit finance, and most recently, C-PACE. Sean began his banking career through FirstBank’s management training program, transitioning to ANB Bank after five years. Since 2017, he has focused his efforts on building awareness of the C-PACE/energy efficiency initiative through various Colorado Real Estate Journal panels and Mayor Hancock’s sustainability conference.
Sean currently serves on the governor-appointed position as board member of the New Energy Improvement District for the State of Colorado, the entity that oversees the CO PACE program.
Sean received his graduate degree from the University of Colorado Graduate School of Banking and his undergraduate degree from Colorado State University.
Founding Partner
Global Real Estate Advisors (GREA)
With nearly 25 years of multifamily real estate experience, Franks is consistently recognized as one of the leading multifamily investment specialists in North Texas. He has closed more than $3 billion in multifamily sales in approximately 300 apartment transactions. During his career, he has represented developers, investors, lenders, receivers, and REITs with their assets.
Franks is a Certified Commercial Investment Member (CCIM), Apartment Association of Greater Dallas Member (AAGD), Forbes Real Estate Council Member, and a member of the National Multi Housing Council (NMHC) where he was invited shared his expertise on a panel of his peers at the NMHC conference in 2021.
Due to his expertise, Franks is regularly asked to speak about multifamily real estate and has been interviewed by such publications as “The New York Times,” “Forbes,” “The Dallas Morning News,” “Dallas Business Journal,” “Globe Street”, “Bisnow” and many others. He has also served as an expert witness in trials that require multifamily and financing expertise.
Franks earned his bachelor’s degree in Science from the Michigan State University.
Vice President
BridgeInvest
Trent is a Vice President of Originations and Underwriting, responsible for deal origination, underwriting, and deal execution. Prior to BridgeInvest, Trent served as a Director of Investments for Flagship Capital Partners, where he led the firm’s Dallas office and worked with entrepreneurial project sponsors to originate and structure custom-tailored equity and debt financing solutions. Before joining Flagship Capital Partners, he served as President for Home National Bank, leading the Kansas and Oklahoma lending and deposit gathering activities, and subsequently managed Freedom Mortgage’s regional CMBS originations team for the Southwest before leading principal acquisitions teams for SOHO Realty Partners and Fairway America Funds. Trent holds a Bachelor of Science in Finance from Oklahoma State University, graduating magna cum laude, an MBA from the University of Texas at Dallas, and a Professional Master of Banking from Louisiana State University. He is a Chartered Financial Analyst (CFA) Charterholder and a Chartered Alternative Investment Analyst (CAIA).
Vice President
Worldwide Commercial
Tyler brings his skills from four years as a real estate accountant, two years of real estate project planning, and five plus years of marketing experience to Worldwide Commercial. Tyler’s primary focus is sourcing investment sale listings using his diverse background to help with underwriting and marketing of the properties.
Prior to joining Worldwide Commercial, Tyler worked at Stream, Lincoln, and CBRE as a real estate accountant. He has also helped Quiktrip, PrimeLending, Hilltop Securities, and Plains Capital Bank find the best locations for their branches. Alongside the above real estate experience, he has owned and operated his own drone videography business highlighting property sales and development around the DFW area.
Tyler is a graduate from University of Arkansas with a degree in accounting and marketing. Growing up in Tulsa, Oklahoma with the focus of his playing competitive hockey at the junior and collegiate level. Once hockey ended, he got into commercial real estate utilizing his diverse accounting and branding skillset and hasn’t looked back.
Senior Managing Director
Lument
Vic Clark is a senior managing director at Lument. As national head of conventional agency production for Lument’s predecessor Hunt Real Estate Capital, Vic originated more than 700 transactions totaling $9 billion and led the production team to national recognition. Prior to joining Hunt, Vic was senior vice president and southwest regional manager at Walker & Dunlop.
Before that, he was a managing director/co-head of national production at Credit Suisse/Column Financial, Inc. As a leading authority in multifamily finance, Vic is frequently interviewed by the media and regularly speaks at industry conferences. He is a certified public accountant and a member of the Appraisal Institute. He holds a Bachelor’s in Accounting from the University of Southern California.
Miami, Florida
November 7-8, 2023
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