Co-Head of the Americas and Co-Lead Portfolio Manager @ Co-Head of the Americas and Co-Lead Portfolio Manager in the Real Estate Securities group, part of the Alternatives & Real Assets division at Deutsche Asset & Wealth Management. We are a long-only equity manager with approximately $7 billion in assets under management in the Americas focused on the real estate sector (REITs) on behalf of both institutional and retail clients.
We underwrite, value, and invest in public REIT common equity and preferred securities on behalf of various global, domestic, and yield focused strategies for clients. Direct sector responsibilities as an analyst have included multi-family, student housing, manufactured housing, single family rental, lodging, industrial, net lease, timber, and specialty finance. In addition, as a portfolio manager, I have stock and sector oversight of all real estate sectors within our investment universe. From July 2007 to Present (8 years 6 months) Associate - Structured Debt Investments @ Screen, underwrite and close investments in all property types and varying positions in the capital stack. Underwrote numerous potential transactions, closed eight deals, and created forecasting models for three closed-end mezzanine debt funds. From April 2005 to July 2007 (2 years 4 months) Portfolio Analyst @ Assisted with the portfolio management of two value-added funds and one core real estate fund, valued at over $1.2 billion. As part of the fund liquidations, evaluated asset and portfolio sale timing and pricing, and the economic impact to joint-venture partners and the advisor within multiple waterfall and equity structures. From May 2004 to June 2006 (2 years 2 months) Asset Management Analyst @ Assisted with the management of an equity real estate portfolio comprised of office, industrial, retail, and multifamily product types in the Mid-Atlantic and Southeast. From June 2003 to May 2004 (1 year)
MBA, Finance, Analytical Finance, Accounting, Real Estate @ Northwestern University - Kellogg School of Management From 2006 to 2009 Bachelor of Business Administration, Finance, Accounting, Entrepreneurship @ University of Iowa From 1998 to 2003 Joe CFA is skilled in: Investments, Real Estate, Financial Modeling, Portfolio Management, Equities, Finance, Investment Management, REITs, Securities, Mutual Funds, Due Diligence
Websites:
https://www.rreef.com/cps/rde/xchg/ai_en/hs.xsl/index.html