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Curriculum Vitae 

As Senior Project Manager with Affordable Housing Associates, 11/97 – 3/00

 Adeline Lofts, 38 units, Rental Live/Work, Rehabilitation
Completed 3/2002
Acquisition closing
Oakland and Wells acquisition loan commitments and closing
Section 8 mod rehab commitment for 15 units
 AHP Application
Tax Credit Application

Bancroft Senior Homes, 61 units, Senior, New Construction
Completed, 1/2002
Contractor negotiations and value engineering
 HUD 202 Closing
Board formation and staffing
 AHP Award, $260,000

Hookston Senior Homes, 100 units, Senior, Rental Rehabilitation
Completed 3/2000
Acquisition negotiations and closing
AHP Award, $450,000
Tax Credit Allocation
Syndication (w/Enterprise Social Investment Corp.)
 CHFA loan commitment and closing, $4,250,000
Contra Costa County loan commitment and closing, $500,000
Pleasant Hill Redevelopment Agency loan commitment and closing, $500,000
 Construction loan closing
 

As Housing Development Director with Jubilee West,  3/96 – 10/97

Jubilee West Phase II, 8 units, Family, Rental Rehabilitation
Completed May 1997
 Permanent Loan Closing, Washington Mutual Bank
AHP Closing
Closed Section 8 mod rehab contracts

Oakland Point Limited Partnership2, 31 units, Family, Financial Restructuring
Under construction
Competed HUD negotiations for extensions on project based subsidies
Coordinated restructuring of Partnership, donation of LP shares to GP


As Project Manager with CREDO Housing,  8/93 – 3/96

Hamilton Apartments, 92 units, SRO, Rehabilitation
Completed October 1997
Acquisition negotiations and closing (with Bank of America and Seller)
AHP Award, $600,000
Oakland Redevelopment Agency, $2.9 million
Tax Credit Allocation
Syndication (w/Fannie Mae)
Construction Loan Commitment
Permanent Loan Commitment
Section 8 SRO Mod Rehab Award from HUD (for all 92 units)


As Housing Development Coordinator with the City of Oakland,  6/90 – 8/93

Slim Jenkins Court, 32 units, Family, New Construction
Completed September 1992
Approved and closed City loans
Construction monitoring and coordination
Permanent loan restructuring from CHFA to SAMCO

Madison Park Apartments, 98 units, Individual/Family, Rehabilitation
Completed May 1995

 

EDUCATION

University of California at Berkeley, Extension
September - December, 1995 
Analyzing Real Estate Investments.  Coursework included detailed analysis of for-profit real estate transactions, study of tax ramifications of real estate ownership and exchange.  Final project included analysis of non-profit tax credit syndication from a real estate investor’s standpoint.

 
Visiting lecturer, San Jose State University Urban Planning Housing sections
Fall, 1994 – Spring, 1996

San Jose State University, Department of Urban Planning.  M.U.P., 1989 (With Distinction).
September, 1986 - May, 1989
Thesis: The Low-Income Housing Tax Credit Program: A Critical Analysis.  Thesis analyzed the effectiveness of the low-income housing tax credit program as a tax and developer subsidy. Recipient of American Institute of Certified Planners Student Award In Recognition of Outstanding Service to Community.

Reed College, Portland, Oregon. B.A., May 1982.
September, 1978 - May, 1982
Major: Political Science.

AFFILIATIONS

Non-Profit Housing Association of Northern California
East Bay Housing Organizations, Former Boardmember