Institutional Real Estate Investments
I help CRE teams source, underwrite, and market deals faster.
I combine institutional net lease transaction experience with AI-enabled workflows and productized tools to improve deal velocity, reduce process friction, and sharpen execution for brokerage, advisory, and principal-side teams.
Selected Track Record
Engagement
Ways to Work With Me
Full-Time · Advisory
Join Your Team
Principal-side, advisory, or strategic roles focused on sourcing, underwriting, transaction execution, and workflow leverage.
Discuss a Role →Engagement · Contract
Contract Support
Underwriting, transaction execution, process design, and recurring workflow optimization for active CRE teams.
Discuss a Project →Tools · Frameworks
Products & Systems
Operational tools such as OM Generator and OM Framework designed to reduce friction and improve speed, consistency, and output quality.
View Products →Profile
What I Do
I help firms find opportunities earlier, evaluate them faster, and execute with less friction. My background is in single-tenant net lease transactions across sourcing, underwriting, negotiation support, and execution. I also build practical AI-assisted workflows and products that improve recurring deal work without replacing human judgment.
Who I Help
- —Principal-side teams hiring for acquisitions, asset management, or strategic growth roles.
- —Brokerage teams that need contract support on underwriting, execution, or process.
- —Owners and advisors looking to improve recurring transaction workflows through practical AI and systems.
Single-Tenant Net Lease Investment Sales
Selected Track Record
Representative transactions across retail, industrial, office, and specialty net lease assets, including sourcing, buyer representation, execution, and full-cycle origination.
Directly responsible in sourcing, evaluating, negotiating, and closing a total of $595MM.
Full Record
Transaction Experience
Representative transaction history across retail, industrial, office, and specialty net lease assets. Some tenant names and purchase prices have been generalized to preserve confidentiality.
| Property / Tenant | Role | Purchase Price |
|---|---|---|
| Investment Grade Green House | Team Member | $140,000,000 |
| CVS 18 Property Portfolio | Producer | $60,250,000 |
| Medical Office HQ | Team Member | $52,500,000 |
| 7 Property Medical Office Portfolio | Buyer Rep | $51,000,000 |
| Amazon Distribution Center | Producer | $46,250,000 |
| 6 Property Drug Store Portfolio | Buyer Rep | $42,929,482 |
| Financial Services HQ | Team Member | $42,673,000 |
| Medical Manufacturing Facility | Producer | $41,000,000 |
| Home Improvement Distribution Center | Buyer Rep | $42,152,003 |
| Pharmacy | Team Member | $40,239,000 |
| Riddell Sports Manufacturing HQ | Producer | $37,500,000 |
| Medical Office Portfolio | Manager | $36,394,692 |
| Vons | Team Member | $35,384,220 |
| Regional Bank HQ | Producer | $33,000,000 |
| Ground Lease Structured Credit Investment | Producer | $29,000,000 |
| CVS 3 Property Portfolio | Buyer Rep | $25,000,000 |
| Shown Total ($25M+ transactions) | $755,272,397 | |
Full transaction history available upon request. Ben will review and grant access directly.
Role Legend
Sourced both the buyer and the seller — full transaction origination on both sides.
Sourced and represented the buyer in the transaction.
Transaction Manager — took the property from LOI to Close, managing all parties, due diligence, and execution.
Active contributor on a team transaction — supporting sourcing, underwriting, or execution.
NOTE: This does not include all transactions. In order to conserve confidentiality, some tenant names and actual purchase prices have been generalized.
Applied Intelligence
How I Operate
Human-Led, AI-Enhanced Execution
I do not outsource judgment, relationships, or accountability to technology. I use AI as leverage to compress time, reduce friction, and surface better decisions faster. AI amplifies my experience; it does not replace it.
This same operating approach informs the tools and frameworks I build, including OM Generator and OM Framework.
Judgment & Strategy
Determining what matters, interpreting risk, and structuring solutions when standard playbooks break.
Relationships & Trust
Direct institutional and private capital relationships, confidential seller conversations, and full accountability through close.
Execution & Outcomes
Negotiation control, sequencing, and management of complex credit, tax, debt, and timing constraints.
AI is embedded inside my workflow to compress intelligence, recognize patterns at scale, and sharpen pricing and positioning before capital is engaged.
Proprietary Tools & Outcomes
Opportunity Sourcer
Surfaces motivated sellers via debt, timing, and portfolio signals.
Outcome: Earlier access, higher close probability, fewer wasted conversations.
OM Generator
Institutional-quality offering memorandums without filler or blank pages.
Outcome: Faster market launch and higher buyer confidence through diligence.
Headshot Generator ↗
AI-generated professional headshots — studio quality without the studio.
Outcome: Polished, on-brand portraits ready for bios, decks, and LinkedIn in minutes.
Applied to the Industry
AI for CRE Recurring Actions
The highest-leverage applications of AI in commercial real estate are not one-time projects — they are the repetitive, high-friction tasks that consume broker time every week. Below are the recurring workflows where AI delivers compounding returns.
Off-market seller identification
Scan debt maturity schedules, tax records, and portfolio signals to flag motivated sellers before they list.
Prospect list enrichment
Auto-append ownership data, contact info, and last-sale history to raw property lists at scale.
Outreach sequencing
Generate personalized cold outreach drafts keyed to asset type, hold period, and seller profile.
Lease abstraction
Extract rent, term, options, and co-tenancy clauses from PDFs in seconds — no manual review required.
Comp normalization
Reconcile cap rates, price/SF, and NOI across heterogeneous comp sets into a single defensible range.
Scenario modeling
Instantly generate bull/base/bear valuation scenarios with sensitivity tables for buyer presentations.
OM drafting
Produce institutional-quality offering memorandums from raw deal data — no blank pages, no filler.
LOI & PSA markup
Flag non-standard terms, missing contingencies, and timeline risks against a baseline deal structure.
Due diligence tracking
Maintain a live checklist of open items, document status, and counterparty responses across all active deals.
Replacement property screening
Filter inventory against equity, debt, NOI, and geographic requirements in real time.
Timeline monitoring
Auto-flag 45-day identification and 180-day close deadlines with buffer alerts.
QI communication drafts
Generate compliant exchange instruction letters and status updates for qualified intermediaries.
CRM data hygiene
Auto-update contact records, deal stages, and follow-up tasks from email and call activity.
Investor reporting
Compile portfolio performance summaries and market updates from raw data into client-ready formats.
Meeting prep briefs
Generate one-page deal or client briefs pulling from CRM notes, financials, and market context before each call.
Cap rate trend monitoring
Aggregate and summarize broker reports, REIT filings, and trade press into a weekly market pulse.
Tenant credit surveillance
Monitor public filings, earnings calls, and news for credit events affecting net lease tenants in your portfolio.
Competitive deal tracking
Surface comparable listings and closed transactions to benchmark pricing and identify buyer demand signals.
Working With Teams
I assist teams and owners in integrating AI into real transaction workflows. The focus is human-in-the-loop systems that preserve judgment, discretion, and accountability.
Outcome: Faster execution, cleaner data, and better decisions without loss of control.
Value
Why Teams Bring Me In
01
Deal Judgment
Experience across sourcing, underwriting, execution, and buyer-seller dynamics in net lease transactions.
02
Operational Leverage
Systems and workflows that reduce repetitive work and turn raw information into decision-ready output faster.
03
Commercial Focus
A practical bias toward velocity, risk control, and close probability rather than analysis without application.
Products
Featured Products
Operational tools built for live deal environments. Each product solves a specific, recurring problem in the transaction workflow.
AI-Assisted Production
OM Generator
Institutional-quality OMs — a fraction of the cost and time of a traditional design firm.
Most OM design firms charge $3,000–$8,000 and take 2–3 weeks. I produce the same institutional output — 20-page, fully designed, deal-specific — in days, not weeks, at a fraction of that cost.
What It Solves
Outcome: Faster launch, better presentation, less manual drafting.
Repeatable Structure
OM Framework
A repeatable structure for building institutional-quality offering memorandums without filler, inconsistency, or blank-page friction. Designed for teams that want to standardize output and accelerate production across listings.
What It Solves
Outcome: Better internal consistency and faster OM production across the team.
Request OM FrameworkGet in Touch
Let's Talk
If you are hiring, need contract support, or want to improve how your team sources, underwrites, markets, or executes deals, reach out directly. I review every inquiry personally.
For OM Generator, OM Framework, or workflow-related inquiries, use the form below or book a short call.
Active Acquisition Criteria
Currently Seeking
Active buyer mandates are posted on the Seeking page. If you have a property that fits — off-market, mission-critical, net lease — submit it directly. All inquiries are reviewed personally and kept strictly confidential.