2000

Founded Commercial Defeasance (Defease With Ease)

Pioneered the industry and remains the defeasance market leader of commercial real estate loans

2006

CD Sold to Summit Partners

Successful exit to Boston-based private equity firm Summit Partners, while remaining minority owner and chairman

2008

Founded TCAM Asset Mangement

Provides asset management, advisory, and consulting services to owners and funders of affordable housing

2009

Founded R.J. Finlay & Co

Full-service commercial real estate owner and operating firm whose diverse portfolio extends across the U.S.

2011

Founded QuietStream Financial joint venture with Summit Partners

Investment firm serving commercial real estate owners, investors, and borrowers with a portfolio of innovative businesses

TCAM sold to QuietStream Partners

Successful exit to QuietStream Financial, while remaining minority owner and chairman

2013

Invested in RadianGEN

Solar asset management services and software necessary to ensure support of utility, commercial, or residential projects

Created Fairview Real Estate Solutions

Provides market-leading surveillance, research, and independent underwriting for commercial mortgage-backed securities

Founded EntityKeeper

Cloud-based application for managing, maintaining, and visualizing legal entity information in a secure environment

2014

RadianGEN sold to Solar Plus International

Successful exit through a growth equity investment by Solar Plus International, a member of the AP Capital Group

2015

Founded Investor Management Services (IMS)

First investor experience platform for commercial real estate firms to engage their investors and manage assets

Fairview Real Estate Solutions sold to Hedge Fund & Mortgage Software Company

Successful exit to a consumer of Fairview underwriting data and a mortgage software company.

Invested Mobile-Shop Company

Efficient and streamlined mobile maintenance solution for businesses and industries of every kind, beginning with commercial real estate

2018

TCAM sold to MRI

Successful exit to MRI, property-level management and accounting to investment modeling and analytics software

Founded Lyra Intel

First truly comprehensive cloud-based commercial real estate technology solution built specifically to increase retention and generate greater NOI

Founded Kaboodle

Renter app and management and communications tool, aggregator of community news and events, ecommerce experience, etc

Reacquired Commercial Defeasance

Reacquired whole ownership and 100 percent equity position of Commercial Defeasance

2019

Founded SaaSTrax

Automated subscription tracking solution and SaaS management platform (SMP)

Founded Lobby CRE

Secure data management and consumption solution aggregating, storing, and maximizing the value of property data

Launches Thirty Capital

A portfolio incubator focused on CRE & technology-driven solutions