CAPABILITIES STATEMENT: Financial Services
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522 CAPITAL PARTNERS, LLC CAPABILITIES STATEMENT: Financial Services
380 Lexington Ave., 17th Floor, NY, NY 10168 P.O. Box 4146, NY, NY 10163 212.551.1043 646.329.9790 www.522capital.com
Jennifer J. Robertson Brenda W. Walker 917.716.8654 917.992.0828 [email protected] [email protected]
DUNS NUMBER: 962192162 CAGE Code: 63VL7 TIN: 80-0535569
NAICS CODES: 522292, 522310, 523920, 523930, 523999, 531210, 531311, 531312, 531320, 531390, 541611, 541613, 541618, 921190
CERTIFICATIONS GSA Schedule Contract Numbers: GS-23F-004BA, GS-23F-005BA Economically Disadvantaged Women Owned Small Business (EDWOSB) Disadvantaged Business Enterprise (DBE) - New York State DOT New York State Licensed Real Estate Broker Women’s Business Enterprise National Council (WBENC-Corporations)
OVERVIEW Headquartered in New York City, 522 Capital Partners, LLC, “522 Capital” is an independent, vertically integrated financial services and consulting firm. Our core capabilities include:
Debt Financing/Refinancing/Restructuring Equity Recapitalization Appraisal and Valuation Public/Private Partnership Property Management Due Diligence Portfolio Strategy & Analysis Brokerage Financial Training Services General Management Consulting Services Real Estate Consulting Services
GOVERNMENT, QUASI-PUBIC AND PRIVATE SECTOR CLIENTS Federal Reserve – Transactional Services, Technical Assistance and Training Deloitte / US Treasury – Financial Advisory, Technical Assistance and Training Federal Home Loan Bank – Due Diligence and Valuation US Commercial Banks – Management Consulting and Training EXECUTIVE MANAGEMENT
Jennifer Robertson, Managing Partner, has over 17 years of real estate experience which including equity & debt procurement and placement, portfolio & asset management, development, and architecture. At 522 Capital Partners, she is responsible for asset/loan acquisitions, repositioning, and dispositions, asset/portfolio recapitalization, and asset management. Recently, Ms. Robertson served as Acquisitions Director at Robert Martin Company (RMC), where she was responsible for the identification, financial evaluation and closing of acquisitions. Prior to RMC, as Director of Finance for a private real estate company, she procured institutional equity and debt for multifamily acquisition and development investments.
Ms. Robertson has also worked for General Electric Capital (GE). While at GE she underwrote and quoted over $3.4 billion of first mortgage loans (CMBS and on-book) for development projects, condo conversions, multifamily, retail, office and industrial properties. Before joining GE, she served as a Portfolio Asset Manager at J.P. Morgan Investment Management (JPMIM) for a separate account client with a $1.5 billion real estate allocation. The portfolio included direct investments in core and value-added real estate as well as opportunistic private equity real estate funds.
Earlier in her career at JPMIM, as a Vice President, Ms. Robertson managed over 19 million square feet of stabilized as well as development properties (office, industrial, and multifamily) located across the United States for the firm’s Core and Value-Added Funds. Prior to JPMIM, Ms. Robertson served as an Acquisitions Officer for IAC, a national industrial development company. Ms. Robertson began her career in architectural design, working for Gensler.
Ms. Robertson holds a Master of Science in Real Estate from New York University with a concentration in Finance, a Master of Architecture from the University of Michigan, and a Bachelor of Arts in Architecture from the University of North Carolina at Charlotte.
Brenda W. Walker, Managing Partner, has over 27 years of financial and managerial experience in investment management services. At 522 Capital Ms. Walker is responsible for strategic planning, financial restructuring of assets, capital markets research and marketing. She has significant achievements in developing, structuring and marketing real estate investment and asset management services, for large institutional and high net worth investors. During her career Ms. Walker has successfully raised over $9 billion in capital for product and project investments.
Ms. Walker has held a variety of senior managerial and leadership positions with major development and financial institutions, non-profit and entrepreneurial entities. Prior to forming 522 Capital Ms. Walker was a Senior Vice President at Smith Breeden Associates, Inc. where she was responsible for new business development and client relationships. Other previous employers include The White House Council of Economic Advisors, JP Morgan Asset Management, MetLife, Bellemead Development Corporation, The Amelior Foundation and The Enterprise Foundation.
Ms. Walker holds a Master of Business Administration from The Wharton School, Graduate Division, University of Pennsylvania, a Master of Science from the Massachusetts Institute of Technology, and a Bachelor of Science from Clark College.