Principal
Will is responsible for financial operations include underwriting, forecasting, budgeting and reporting while also overseeing lender and investor relations.
Will previously was the Vice President of Finance for the Holt Group, a private equity real estate fund manager specializing in Residential Real Estate (single family residential, multifamily and Mobile Home Parks) in the Pacific Northwest. The Holt funds placed over $336M of institutional limited partner equity into residential land and development projects between 2008 and 2021. At Holt, Will was responsible for all financial modeling, acquisition underwriting, mark-to-market valuations, investor reporting and sat on the Investment Committee that approved new acquisitions. In this capacity in 2021 Will was instrumental in the portfolio sale of the Holt Fund Assets and the Holt Homes operating company to the largest homebuilder in Japan (Sekisui House) for over $500M. Will also supported the Holt legacy portfolio of syndicated real estate partnerships all along the West Coast representing over $200M in assets. After the Sekisui sale, Will was the Land Acquisition manager from 2022-2025 where he contracted properties representing over 3,000 new residential single-family lots. Will previously was an Operations Manager at McMaster-Carr Industrial supply company, Financial Analyst at Wasserstein + Co Partners in New York.