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 Management
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 the 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
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, e-commerce 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
IMS Sold to RealPage
Successful exit to global real estate software provider, RealPage.
