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 Help Your Clients Diversify Their Real Estate Holdings
Real estate diversification is about far more than choosing different locations and sectors to invest in. The topic is extremely deep. Location and sector-based investing are only skimming the surface. When discussing diversification ...
What Are Financial Planning Tools for Real Estate?
Technology has completely changed the way financial advisors and wealth managers help their clients reach short- and long-term financial goals.
5 Benefits of Including Real Estate in Client Investment Portfolios
Although the pandemic that shut down America back in 2020 is more or less in the rearview, its lingering effects continue to cast a long shadow across the national economy.