Vice President, Research
Finding meaning in events is positively correlated with wellbeing but negatively correlated with foresight.Philip Tetlock, Superforecasting: The Art and Science of Prediction
Robert is Vice President of Research at Realized, focusing on underwriting, modeling, and conducting due diligence on potential investments and product offerings.
Prior to his time at Realized, Robert spent four years at a commercial real estate private equity firm, C-III Capital Partners, gaining transactional experience in commercial real estate in addition to underwriting and financial modeling.
Robert attended Wake Forest University where he graduated Cum Laude with a B.S. in Business and Enterprise Management. Robert is a CFA® charter-holder.
Robert was born in Los Angeles, CA, so unfortunately yes, he is still a Lakers fan and more than happy to tell you all about it. He primarily grew up in Nashville, TN, where he attended the University School of Nashville. In high school, he was Captain on the basketball team and is a member of the “illustrious” 350 career point club.
Fun Facts About Robert
- Robert’s first job was running the salad bar at a Ruby Tuesday's while in high school. Or as his friends called it, Robby Tuesday's.
- The best advice Robert has received was to be patient and willing to make sacrifices for the things you want most in life.
It is easy to be transparent when things are going well, but when times are tough, Realized’s commitment to this value shines through.
Robert's ArticlesAll Articles
How to Report the Sale of Inherited Property On a Tax Return
President Biden is proposing the removal of something called the step-up in basis for inherited property. Anyone who’s dealt with inherited property likely knows how important the step up in basis is. If you’ve filed out tax forms for ...
Can I Sell My Rental Property to Pay off Debt?
Deciding to sell a rental property to pay off debt is a very personalized decision, but there are questions you can ask yourself to evaluate whether or not it might be right for you.
Is Retirement Pension Considered Income?
You receive a retirement pension payment after you stop working, but is it considered income?