Birch ProsperPrincipal
Oct. 2022United States• Evaluated 50+ lower‑middle to mid‑market acquisition opportunities ($1.5–5M EBITDA) across diverse sectors; built financial models, led due diligence, and structured creative capital stacks with debt/equity partners.
• Raised $2M+ in private capital for two Class A assets (570 units; $40M and $77M) and supported $124M+ in acquisitions through financial modeling, due diligence, scenario analysis, and investor reporting.
• Analyzed and managed a 2,953‑unit multifamily portfolio across high‑growth U.S. markets, improving occupancy rates (residential +7%, retail +36.2%, live‑work +151%) and aligning performance with investor return targets.
Selected Projects and Initiatives:
• Built investor education platforms including a 900+ member community, a structured virtual curriculum with 7,000+ participants (4.7/5 rating), and a 3‑day conference with 30+ speakers.
• Developed thought leadership platform via 117-episode podcast, engaging industry professionals and fund managers.