ABOUT TROY

In January 2018, Troy was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders. Troy’s focus is on the real estate industry.

Summary of experience

Troy has 15 years of experience in audit and consulting, with a particular emphasis in real estate and financial services reporting, in accordance with US GAAP, IFRS, NCREIF PREA Reporting Standards and income tax basis. Troy also advises his clients on technology solutions tailored for the real estate industry.

He provides audit and consulting services to development, operating and investment real estate entities featuring all asset classes and types, from initial ground-up construction through disposition. He has extensive real estate valuation experience. He is also an expert in accounting for asset acquisitions and complex leases. In addition, he specializes in various tax-advantageous and government subsidized deal structures.

Troy’s financial services background involves audits of private equity funds, which hold equity or debt interests in a variety of industries including technology, consumer products, personal services, real estate and renewable resources. His expertise includes complex valuations, mezzanine and first lender analysis, as well as, the evaluation of options.

Professional affiliations and credentials

Certified Public Accountant, Massachusetts
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
NAIOP Commercial Real Estate Development Association

Education

Bachelor of Science, accounting, University of Massachusetts Amherst
Master of Science, accounting, Northeastern University

Paul Kaseburg joined MG Properties Group in 2010 and is responsible for the firm’s acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of approximately 12,000 units totaling $1.7 billion in total consideration. Paul has 17 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MG, he held various roles in commercial real estate debt and equity acquisitions, development, and financing. He has a background in corporate M&A and venture capital investing at Northrop Grumman (NOC). Paul holds a Bachelor of Science degree in Mechanical Engineering from the University of Notre Dame, and an MBA in Finance and Entrepreneurship from the UCLA Anderson School of Management.

Jim Dahle is the creator of White Coat Investor, a website dedicated to helping high income earners develop personal finance fundamentals. On this episode you'll learn about Jim's mistakes and triumphs as he shares is personal journey into learning personal finance.

Mitch Roschelle is a accomplished thought leadership and marketing professional. With over three decades of consulting experience in real estate, corporate finance and capital markets, Mitch leads PwC's business development efforts across multiple sectors. He is a thought leader and frequent public speaker. As spokesperson on a wide array of topics, Mitch is a regular guest in the broadcast and print media. Additionally, he is the executive producer and co-host of PwC's weekly YouTube program known as 7DayYield.

Michael Beckerman is a leader in the commercial real estate tech sector. He entered the sector in 2012 after a 25-year career in commercial real estate public relations, in which he started and built Beckerman Public Relations into one of the largest firms in the country before eventually selling the agency.

Michael now serves as CEO of CRETech, the largest event, data and content platform in the commercial real estate tech sector. He also owns other successful brands such as The News Funnel, the largest commercial real estate news aggregator and The Content Funnel, a social media and blogging platform for the commercial real estate industry.

Michael blogs at www.cretech.com/michael-beckerman/ and is active on the commercial real estate tech speaking circuit.

Daniel is the lead analyst for Green Street's office team and has been with the firm for two years.

His research contributions include initiating coverage of JBG Smith (the spinoff of Vornado’s D.C. assets), deep dives into West Coast office market health, and extensive work on Gateway vs. Non-Gateway markets and office leasing economics. Daniel started his career with Green Street as a research intern during graduate school.

He has a strong background in fundamental research, asset allocation, commercial real estate, and investment manager due diligence. Prior to joining Green Street in 2016, Daniel was an investment analyst for four years at the Automobile Club of Southern California, where he covered equity and fixed income investments for insurance, pension, and corporate portfolios.

Daniel earned an MBA from the Anderson School of Management at the University of California, Los Angeles. He graduated with a Bachelor of Arts in Business Administration and a concentration in Accounting and Finance from California State University, Fullerton. Daniel is a CFA Charterholder.

Mat is a partner at KKOS Lawyers, and serves clients nationwide from its Phoenix, AZ office. Mat’s practice areas include self-directed IRA law, business entity formation, tax law, real estate, and securities law.

Mat is the best-selling author of the First and Second Editions of The Self Directed IRA Handbook: An Authoritative Guide for Self-Directed Retirement Plan Investors and Their Advisors. The Self Directed IRA Handbook, Second Edition was released in May 2018 and First Edition was the #1 Hot New Release on Amazon/Kindle in January 2014 in the retirement planning category, and #3 overall Best Seller in January 2014 in the same category. It has sold 20,000 copies and is the most widely used book in the SDIRA industry.

Mat’s practice has a particular emphasis on self-directed retirement plan law. Mat has assisted over 1,000 clients with self-directed retirement plan investments and has established IRA/LLCs, partnerships, private offerings, corporations, and other investment structures with self-directed IRAs and 401(k)s. Most of Mat's clients are self-directed retirement account owners structuring investments in real estate, into IRA/LLCs, or into private companies. Mat's clients also include trust companies, financial institutions, insurance companies, hedge funds, and third party administrators. In addition to his legal practice, Mat also serves as an instructor for the Retirement Industry Trust Association's (RITA) Self Directed IRA Professional certification program. RITA is the premier national association representing the self-directed retirement plan industry.

Mat regularly consults self-directed retirement account owners on IRC 4975 and the prohibited transaction rules applicable to self-directed retirement account investments, on UBTI and UDFI taxes, and has successfully represented SDIRA owners before the IRS Appeals Office and the U.S. Tax Court.

Visit https://www.sdirahandbook.com to learn more.

Brendan Wallace is a Co-founder and Managing Partner at Fifth Wall.

Brendan was Co-founder & CEO of Identified, a data & analytics company focused on workforce optimization that raised $33 million of venture capital and was acquired by Workday (WDAY) in 2014. Brendan co-founded Cabify, the largest ridesharing service in Latin America. Brendan has been an active angel investor and manages one of the largest syndicates on AngelList, having led over 60 angel investments including Bonobos, Dollar Shave Club, Lyft, SpaceX, Clutter, Philz Coffee and Zenefits.

Brendan started his career at Goldman Sachs in investment banking in the real estate, hospitality, and gaming group where he worked on $22 billion in M&A Advisory work. Brendan also worked at Goldman Sachs’ CMBS and structured finance group where he worked on over $10 billion in commercial real estate debt originations and securitizations. He then worked at The Blackstone Group in real estate private equity where he worked on the $26 billion acquisition of Hilton Hotels and the $39 billion buyout of Equity Office Properties, the 3rd largest leveraged buyout in history.

Brendan is from New York, NY, and graduated from Princeton University where he received his BA in political science and economics. Brendan received his MBA from the Stanford Graduate School of Business.

Derek Uldricks is President at Virtua Capital Management.

Derek is an experienced real estate private equity executive overseeing capital formation, investment selection and securities compliance for the investment funds sponsored by Virtua Partners.

Experience includes managing several commercial real estate investment funds covering a range of investment strategies: credit, land banking, vertical development, value-add, opportunistic, and aggressive growth.