Charles H.

Institutional Real Estate Strategy, Underwriting & Modeling | 22B+

With three decades of real estate experience and $22B+ underwritten across 38K residential units, 1.4K hotel keys and 13.5M commercial SF, I help institutional teams, proptech platforms and growing operators make faster, clearer, more defensible decisions. Typical engagements include acquisition and development underwriting, GP/LP waterfalls, pro forma modeling, assumption validation, IC‑ready packages and fund or portfolio stress testing. I connect strategy → underwriting → modeling → diligence as one system, applying institutional-grade judgment at each step: strategy sets direction, underwriting defines the logic, modeling expresses it, and diligence confirms it. That perspective is built on full‑cycle institutional experience, advanced Excel modeling fluency and early, sustained technology awareness — from GE Six Sigma A&D workflows and policy/process development to CRM workflow design for post‑GFC SFR platforms and proptech collaboration on AI‑assisted homebuilding, underwriting, site planning and diligence systems. Select transactions are included in the Notable Projects PDF in the Portfolio section. 𝗘𝗡𝗚𝗔𝗚𝗘𝗠𝗘𝗡𝗧 𝗙𝗥𝗔𝗠𝗘𝗪𝗢𝗥𝗞 (Strategy ➝ Underwriting ➝ Modeling ➝ Diligence) ✅ 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 — Platform Direction ▪︎ Investment thesis development ▪︎ Portfolio & fund strategy ▪︎ Market selection & pipeline strategy ▪︎ Feasibility & assumption validation ▪︎ Strategy‑to‑execution alignment ✅ 𝗨𝗡𝗗𝗘𝗥𝗪𝗥𝗜𝗧𝗜𝗡𝗚 — Deal Logic ▪︎ Assumption architecture ▪︎ Feasibility & business plan logic ▪︎ Scenario & sensitivity frameworks ▪︎ Capital structure logic ▪︎ Risk framing & constraint mapping ✅ 𝗠𝗢𝗗𝗘𝗟𝗜𝗡𝗚 — Logic in Motion ▪︎ Institutional‑grade underwriting models ▪︎ JV/GP waterfall & capital‑stack modeling ▪︎ Fund & portfolio models ▪︎ Scenario, simulation & stress‑test engines ▪︎ Workflow & decision‑logic modeling ✅ 𝗗𝗜𝗟𝗜𝗚𝗘𝗡𝗖𝗘 — Reality Check ▪︎ Diligence execution & workflow systems ▪︎ Assumption validation ▪︎ IC‑ready memos, decks & investment packages ▪︎ AI‑assisted diligence logic 🧩 𝗔𝗦𝗦𝗘𝗧 𝗧𝗬𝗣𝗘𝗦 / 𝗨𝗦𝗘 𝗖𝗔𝗦𝗘𝗦 ▫️ Mixed-Use ▫️ Land Dev (Greenfield / Brownfield / PPP) ▫️ Homebuilding (Production / Modular / BTR) ▫️ Single-Family Rentals ▫️ Apartments (Core / Value-Add) ▫️ Condos ▫️ Commercial Campuses ▫️ Office ▫️ Industrial ▫️ Retail ▫️ Self-Storage ▫️ Hospitality ▫️ Portfolios / Funds 🌎 𝗥𝗘𝗚𝗜𝗢𝗡𝗔𝗟 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘 CA (SF Bay Area, Southern California), AZ, FL, GA, ID, IL, MO, NC, NE, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA 𝙄𝙛 𝙮𝙤𝙪 𝙣𝙚𝙚𝙙 𝙨𝙚𝙣𝙞𝙤𝙧‑𝙡𝙚𝙫𝙚𝙡 𝙟𝙪𝙙𝙜𝙢𝙚𝙣𝙩 — 𝙘𝙡𝙚𝙖𝙧 𝙡𝙤𝙜𝙞𝙘, 𝙨𝙩𝙧𝙪𝙘𝙩𝙪𝙧𝙚𝙙 𝙖𝙨𝙨𝙪𝙢𝙥𝙩𝙞𝙤𝙣𝙨 𝙖𝙣𝙙 𝙙𝙚𝙘𝙞𝙨𝙞𝙤𝙣‑𝙧𝙚𝙖𝙙𝙮 𝙤𝙪𝙩𝙥𝙪𝙩𝙨 — 𝙄 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪 𝙢𝙤𝙫𝙚 𝙛𝙤𝙧𝙬𝙖𝙧𝙙 𝙬𝙞𝙩𝙝 𝙘𝙤𝙣𝙛𝙞𝙙𝙚𝙣𝙘𝙚.