$15M+ / yr
Acquisitions & dispositions
Multifamily, commercial, and land, including value-add deals, for investor, developer, and HNW clients
Compass
10+ years and $100M+ in closed transactions across multifamily, commercial, and land assets. Experienced across the full investment cycle, from sourcing and underwriting through value-add execution and disposition. Currently advising private investors on acquisitions.
Multifamily, commercial, and land, including value-add deals, for investor, developer, and HNW clients
Sourced annually through direct relationships with owners, brokers, and investors
Financing structured with private lenders, debt brokers, and JV equity partners
Repositioning directed from sourcing and acquisition through renovation and resale
Equities, fixed income, REITs, and alternatives, with 90%+ client retention
Sale co-led from valuation through marketing, negotiation, and closing
I use AI tools daily across research, underwriting, and investor communication, and I use them to build my own analysis tools. Each project below is working software, designed around how acquisitions and investor teams actually work.
A monthly underwriting model for a renovate-and-refinance multifamily business plan. Change any assumption and every output updates instantly, from levered and LP returns to the distribution waterfall and risk profile.
Designed by Michael C. Garcia and built with AI development tools.
First-pass underwriting from a broker offering memorandum. AI extracts the terms, operating statement and rent roll with a source citation for every number, then a rules-based model re-underwrites the pro forma to institutional standards and prices the deal on both yield and levered IRR.
Runs on an illustrative offering memo for a fictional property.
An institutional-format Excel model for a 204-unit mid-rise on a 1.16-acre transit-oriented site in Charlotte’s South End. Every output is a live formula, from a 72-month construction and lease-up engine through to the LP/GP distribution waterfall, and the model ties itself out with built-in integrity checks. A 13-slide investment memo presents the findings and the land bid.
Independent, illustrative underwriting of a publicly listed site. The full workbook and investment memo are available on request.
Turns a property’s monthly books into the quarterly investor update. It tests every line against budget and the original underwriting, drafts the letter with each figure traced back to its source, and prepares the distribution, capital statements and investor call.
Runs on four quarters of books for a fictional property.
I'm a real estate investment professional based in Charlotte, NC. Today I advise private investors on acquisitions, covering site analysis, financial underwriting, and negotiation with owners. Before that, I spent six years at Compass in Los Angeles underwriting and executing multifamily, commercial, and land transactions, including value-add deals, and placing debt and JV equity for investor, developer, and high-net-worth clients.
Earlier in my career, I directed value-add investments at SW Living, managed a $12M client portfolio as a financial advisor at Wells Fargo, and began in investment sales at Marcus & Millichap in New York. That path has given me experience across acquisitions, capital, development, and client relationships, which I'm looking to bring to an acquisitions, development, or investor relations role.
I'm also a heavy, everyday user of AI tools. I use them to move faster on market research, underwriting, and investor materials, and to build custom tools like the deal analyzer, offering memo screener and investor reporting assistant above.