david stuart

managing partner

About

Managing Partner at Sagacious Investment Consultants

Country

united states

City

denver

Industry

real estate

Skill

asset management, investments, real estate economics, portfolio management, capital markets, real estate, due diligence, commercial real estate, valuation, asset managment, cmbs, investment management, financial structuring, real estate development, disposition, acquisitions, finance, private equity, real estate private equity, real estate transactions, investment properties, leases, financial modeling, mezzanine, appraisals, investor relations, alternative investments, corporate real estate, structured finance, real estate financing, business development, start ups, brokerage, commercial mortgages, securitization, loans, management, equities, financial analysis, mergers and acquisitions, leadership

Experience

founding partner, portfolio manager

guggenheim real estate partners

2001-9 - 2004-3 · 2 yrs 7 mos

Founding partner for a start-up RE investment management firm.

managing director

hunt mortgage group

2010-4 - 2011-2 · 11 mos

senior managing partner

newcap partners

2009-4 - 2010-4 · 1 yr 1 mo

senior vice president

insignia financial group

1994-1 - 1998-1 · 4 yrs 1 mo

managing director-real estate research

equitable

1991-1 - 1993-1 · 2 yrs 1 mo

manager, pmcc

prudential realty

1987-1 - 1991-1 · 4 yrs 1 mo

real estate and infrastructure investments manager

alaska permanent fund corporation

2004-3 - 2007-6 · 3 yrs 4 mos

Responsible for portfolio management of $4 billion real estate portfolio consisting of both public and private, domestic and international, debt and equity real estate and infrastructure investments. Responsibilities include management/leadership of internal staff of 2 professionals, 1 admin/support, and 10 external managers. Responsible for acquisitions in excess of $1 billion over 20 months in a highly competitive market. 95th –99th percentile portfolio returns (Callan universe) over 3 year period, exceeding industry benchmarks by 350-400 bps, net of fees, utilizing minimal leverage. Successfully introduced and obtained board approval for an $850 portfolio allocation to the infrastructure asset class representing the first large scale commitment by a public plan to the asset class.

managing partner

sagacious investment consultants

2010-4 - Present · 16 yrs 6 mos

Multi-functional investment consultant serving the institutional real estate community. Expertise encompassing business strategy development and implementation, professional staff training, and raising capital. Successfully transitioned a boutique real estate management firm from single private client to multiple pension fund separate account clients. Assisted agency lender in building a commercial loan origination platform capable of deploying capital into first mortgage, bridge/mezzanine debt and preferred equity investments on a nationwide basis.

director, global real estate business development

tiaa

2007-7 - 2009-2 · 1 yr 8 mos

* Strategic business development planning and execution. * Real estate (fund) product development * Real estate business development and client service