1. Robert Half Management Resources Salaried Professional Services
1700 West Park Drive, Westborough, MA 01581 • 508-621-2300 • lauren.gatta@rhmr.com
Seasoned international executive with over 20 years of public and private experience in
real estate investment and development. Verifiable success creating and delivering
outstanding real estate investment strategies and solutions for retail, commercial, medical,
residential, hospitality, senior living and government from $100 million to $25 billion.
Talented in building commercial and financial solutions from the ground up, raising
capital, managing investors and arranging & extending banking facilities. Proven abilities
in adding value to transactions through tax, commercial and legal structuring. Excels as
a transaction manager, negotiator, deal closer and administrator.
—————————— Key Examples of Success ——————————
Deep retail real estate experience in structuring,
leasing, development, purchases and sales for
Kmart, Target, Supermarkets, Department
Stores, Office Supply chains, Toy Chains,
Liquor chains and fashion chains.
Involved from concept to sale of the Cairns
Central Shopping Center which generated triple
digit returns on exit to Westfield.
With the Shire Campus, he held the highest
authority level for capital approvals. Approved
and structured transactions for the multiple
$500+ million cGMP developments.
—————————— Areas of Strength ———————————
Investor Relations Start-up Expertise Staffing/Team Development
Real Estate Strategy Finance Management/Plans Contract Negotiation
Capital Raising Major Acquisitions Income Tax and Structures
—————————— Skills and Experience ———————————
Areas of Specialization
 Portfolio Accounting
 IRS Tax Returns and K1 Prep & Reviews
 REIT Accounting & Testing
 Capital Raisings and Returns
 Banking and Investor Relations
 Acquisition/Disposition Accounting
 Tax Memorandums for Financials
 Cost Segregations
 IRS change in Accounting Methods
 S481(a) adjustments
 FMV, Valuations and DCF
 Fund, GAAP & SEC Accounts/Reports
 Impairment Analysis and Entries
 Lease Review
 Yardi and Argus Implementations and
Enhancements
 Job Cost, Fixed Assets and Capex
 CAMS Reconciliations and Audits
 Financial Planning and Analysis
Industry Experience
 REIT’s
 Listed Funds
 Private Investors
 Equity Funds
 Hedge Funds
Technology Expertise
 GAAP, IFRS, IRS, SEC
 SAP, Oracle, Hyperion
 Yardi
 ARGUS
Organizations Served
 Cairns Shopping Center Development
 Kmart Properties
 Target Properties
 Coles Supermarkets Properties
 Bi-Lo Properties
 Myer Emporium Properties
 Officeworks Properties
 World 4 Kids Properties
 Liquorland Properties
 The Davis Companies Legacy Group
 Davis Companies Fund I
 Davis Companies Fund II
 CommonWealth REIT (NYSE:CWH)
 Hospitality Properties Trust (NYSE:HPT)
and Sonesta/Wyndham
 Senior Housing Properties Trust
(NYSE:SNH)
 Government Properties Income Trust
(NYSE:GOV)
 Select Income REIT (NYSE: SIR)
 Five Star QualityCare, Inc. (NYSE:FVE)
 TravelCenters of America LLC (NYSE
Amex:TA)
 RMR Real Estate Income Fund (NYSE
Amex:RIF)
 Reit Management and Research LLC
 Shire Plc
 The Dworman Group, New York City
 Arthur Andersen Transaction Services
Education and Certifications
 CPA license – Australia
 Chartered Secretary and Administrator –
London, UK
Michael Irving, CPA
Real Estate Investment & Development- Management Consultant
“Roll up the sleeves work ethic that builds loyalties with teams, executive boards and investors”
SELECTED PROJECTS
SHOPPING CENTRE, Cairns, Australia
Finance Partner to a 550,000+ SF award
winning retail development. Board
member of joint venture who negotiated
anchor leases with Target, Kmart and
other majors.
SHIRE CAMPUS, Lexington, MA
Provided full development and
accounting services for a 650,000+ SF
award winning research, laboratory and
manufacturing Biopharma campus.
Completed 5 IRS audited cost
segregations for $1+ billion that
delivered hundreds of millions of
immediate tax benefits
Business Intelligence and ERP Systems
 Implemented and generated significant business efficiencies in Yardi ERP, Job Cost, Leasing Modules,
CAMS, Recoveries, Fixed Assets and many reporting modules including enabling upload functionality
and linking Assets to Leasing Capital on the Lease Ledger.
 Implemented ARGUS and generated substantial efficiencies by interfacing Yardi to ARGUS.
 Significantly reduced reliance on excel models and configured Yardi to generate reports
Cash Management and Lender Compliance
 Manage multiple credit facilities and ensure compliance and timely delivery of interest, principal
payments and information to lenders.
 Manage cash flows for real estate transactions, day-to-day operations, funds and recommend
distributions and contributions to and from investors.
 Manage Banking, Finance and Investor Relationships.
 Interpret terms of complex legal documents and appropriately record the related fees, contributions,
distributions, and the promotes resulting from complex waterfall structures.
Operations
 Manage monthly and on-going accounting and reporting processes for properties, investment entities,
joint ventures and various fund vehicles structured as REITs, LLCs, LPs and the like which contain
real estate portfolios consisting of large retail and commercial, office, multi-family, industrial, retail,
residential, hotel and mixed-use properties for GAAP and Tax Based portfolios.
 Evaluate accounting and financial transactions for compliance with accounting rules, tax regulations
and reporting requirements.
 Establish accounting policies, internal controls and reporting requirements for real estate assets.
 Acquisition, disposition and impairment accounting.
 Manage the annual CAMS process and approve adjustments.
 Real estate tax abatement process management.
 Environmental issue management.
 Manage year-end audit and tax requests related to real estate investments.