Selected Achievements

• Provided Valuations and/or Market Studies on hundreds of health care/senior living companies with a total value of over $2.5 Billion.
• Initiated due diligence analysis focused on deleting risks and adding growth within portfolios capitalized at up to One Billion Dollars.
• Developed proprietary affordable senior living equity model leading to positive cash flow and 100% occupancy upon opening.
• Created and utilized market demand based feasibility models to help maximize financial yields of vacant land and underutilized buildings.
• Facilitator of buyer/seller negotiations and creative financing strategies of senior assisted living facilities.
• Supervised major aspects of development for new senior living and behavioral/mental health campuses.
• Created focused best use studies, which yielded up to 250% of original asset value.
• Established cost and revenue gap analysis with benchmarking tools yielding increased cash flow of up to 55%.
• Served as an expert witness/litigation support analyst for major market valuation cases (e.g. the U.S. Bankruptcy Court in Maryland, the Court of Common Pleas in Pennsylvania, the Ad Valorem Tax Appeal Hearing Boards in Pennsylvania and New Hampshire and the Federal Court in Maryland.
• Application of Zip Code level supply and demand demographic mapping tools for strategic site selection of new senior care facilities valued at over 100 million dollars covering the Nation.
• Effective utilization of low income housing tax credits (LIHTC) for the construction of assisted living facilities.
• Provided counsel to state and federal governmental agencies regarding risk management of various programs such as HUD section 232.
• Created cash flow increases through accelerating life based depreciation for the senior living sector.
• Pioneered HUD valuation processing in the senior living sector paving path for Section 232 lending.