the Olive Tree Holdings team

Ian Bel

Michael Rosenfeld

Yuriy Gelfman

Stephanie Rothman

Ted B. Slevin

Ted Einhorn

Fess Wofse

Kevin Davis

Michele Nolty

Clay Boyer

Claudine Lostao

Akshay Gandhi

Julie Surago

Celia Seigerman-Levit

Kevin Marshall-Moran

Andrew Schramm

Jeff Ehrlich

David Poretz

Chris Auger

Matt Blackmon

Xun Qiu

Jonathan Gerstein

Danielle Klapper

Taylor Barnhart

Corey Grab

Tracy Falknor

Cathy Cao

Bhoomika Sapru

David Okin

Jason Mink

Jonathan Keren

Ken Bickel

Adam Radi

Alex Lurz

Eddie Dunn

Ahmed Hegazi

Michael Nemati

Sonu Patel

Roshelle Johnson

Amanda Marotta

Ian Bel

Managing Member

Ian is the Managing Member at Olive Tree Holdings. He is also a member of the firm’s Investment Committee.

Prior to forming Olive Tree, Ian was a principal at One Wall Partners. At One Wall Partners, Ian spearheaded the partnership’s acquisitions and capital raising. During Ian’s tenure, the firm grew to own and manage over 1,000 multi-family apartment units, valued in excess of $50 million, and successfully completed over 130,000 square feet of redevelopment.  

Prior to joining One Wall Partners, Ian was an associate at Duval and Stachenfeld, one of the leading real estate law firms in the world. Prior to Duval and Stachenfeld, Ian was an associate at Intersection Partners, LLC, a private investment firm based in Westport, Connecticut. At Intersection, Ian focused on developing highly scalable strategies for aggressive growth industries including health care, renewable energy, education and infrastructure. Before Intersection, Ian was an associate with the Pyramid Investment Properties Group, the investment sales arm of the leading commercial real estate brokerage in upstate New York and an affiliate member of Cushman and Wakefield.

In addition to his professional responsibilities, Ian is a co-founder and board member for Pay Away The Layaway, a nationally recognized non-profit corporation committed to serving low income families across the United States.

Ian holds the CCIM designation and earned his JD from the Hofstra School of Law and BA and MBA from Binghamton University.

Michael Rosenfeld

Principal

Michael is a Principal at Olive Tree Holdings. He is also a member of the firm’s Investment Committee.

Michael is an investment professional with over a decade of experience in commercial real estate, private equity, and early stage venture capital investing. He has a proven track record in sourcing, analyzing, and managing deals through the investment life cycle.

Previously, Michael worked for 11 years as the Chief of Staff to the Founder/Chairman of a private family investment firm with a $360 million commercial real estate portfolio comprised of over 1.5 million square feet from New York to Miami Beach. The diverse real estate portfolio included office and industrial assets, multifamily communities, single family homes, parking garages, and restaurants. During Michael’s tenure, the real estate portfolio generated over $26 million annually in rental revenue and $15.5 million in free cash flow. In total, Michael successfully completed $157 million in real estate transactions including acquisitions, debt refinancing, and dispositions.

In September 2018, Michael was elected to the Board of Directors of IEH Corporation (OTC: IEHC), the largest independent manufacturer of hyperboloid circuit board connectors in the US. In business since 1941, IEH serves the aerospace and defense, oil and gas, medical and industrial markets with customers in the United States, Canada, European Union, Asia and the Middle East. At the annual shareholder meeting in November 2018, Michael became the only Director nominated to serve on the firm’s Audit and Compensation Committees.

Michael earned his BA from Emory University and graduated with his MBA in Corporate Finance from the NYU Stern School of Business.

Yuriy Gelfman

Principal

Yuriy is a Principal at Olive Tree Holdings. He is also a member of the firm’s Investment Committee.

Yuriy brings extensive institutional capital markets experience to Olive Tree’s leadership. Previous to Olive Tree, Yuriy spent three and a half years at Citadel Investment Group, one of the world’s top hedge funds. At Citadel, Yuriy was a tenured investment professional in one of the firm’s equity businesses where he had P&L responsibility for a $300 million portfolio focused on home building, building products and construction materials sectors.

Prior to Citadel, Yuriy spent six years at GLG Partners, managing risk and conducting extensive due diligence. Prior to GLG Partners, Yuriy began his career as an investment banker at Lazard in its M&A group in New York.

Yuriy graduated from Duke University with a BA in Economics.

Stephanie Rothman

General Counsel

Stephanie is the General Counsel at Olive Tree Holdings.

As General Counsel, Stephanie is responsible for all legal matters for the company and also oversees transactional activities and implements corporate policy initiatives. Prior to joining Olive Tree, Stephanie was an associate in the real estate department at Skadden, Arps, Slate, Meagher & Flom LLP, and prior to that, at Duval & Stachenfeld LLP. At Skadden and Duval, Stephanie handled a range of real estate transactions, including acquisitions and sales, joint ventures, leasing and financing for clients all across the capital stack, involving property both in the U.S. and abroad in Europe and Asia.

Stephanie is admitted to the bar in both New York and New Jersey. She earned her JD from Brooklyn Law School and BA from Bucknell University.

Ted B. Slevin

Assoc. Gen. Counsel

Ted is the Associate General Counsel at Olive Tree Holdings.

As Associate General Counsel, Ted assists the General Counsel in all legal matters for the company, including transactional activities and the implementation of corporate policy initiatives. Prior to joining Olive Tree, Ted was the Managing Director of Legal at Meridian Capital Group, where he oversaw all legal matters for Meridian, including a broad range of corporate matters and commercial transactions. Prior to that, an associate in the real estate department at Fried, Frank, Harris, Shriver & Jacobson LLP, where Ted represented clients in a variety of real estate transactions, including acquisitions and sales, joint ventures, leasing and financing.

Ted is admitted to the bar in New York. He earned his JD from the Benjamin N. Cardozo School of Law and BS from Georgetown University.

 

Ted Einhorn

ASSOC. GEN. COUNSEL

Ted is the Associate General Counsel at Olive Tree Affordable Housing.

In this role, Ted Einhorn will be overseeing transactional activities for Olive Tree Affordable Housing. Prior to Olive Tree, Ted was Corporate Counsel, Real Estate & Procurement of AmTrust Financial, the largest privately owned insurance company in America which focuses on workers compensation and specialty risk. In this role, Ted was responsible for on legal matters related to AmTrust’s leased and owned property portfolio as well as real estate issues that arose in the context of AmTrust’s corporate transactions, joint ventures, acquisitions, and dispositions. Additionally, he supported the claims and procurement departments in various contract matters.

Prior to joining AmTrust, Ted was the General Counsel for The NRP Group, one of the largest developers of affordable and market rate multifamily housing in the country. In this role, Ted supported the development, construction, and management functions of NRP, including coordination, negotiation and closing of debt and equity financing of Low-Income Housing Tax Credit and Market Rate developments.

Prior to joining NRP, Ted worked in private practice in Cleveland, Ohio for two different firms focusing on real estate transactions and financing, environmental law and general business matters.

Ted is admitted to the bar in Ohio. He earned his JD from Catholic University of America Columbus School of Law in 1997 magna cum laude and his BA from Trinity College in Hartford, CT in 1991.

Ted is a past Board Chair of the Gross Schechter Day School in Pepper Pike, Ohio and has served as a Trustee of the Jewish Education Center of Cleveland and as a Trustee of Congregation Shaarey Tikvah where he has chaired the Ritual and Worship Committee and its most recent Rabbinic Search Committee. Ted is also a past Trustee of the Jewish Community Federation of Cleveland, where he has served on the Community Relations Committee and chaired the Young Leadership Division. Ted was the recipient of the Federation’s Yanowitz Young Leadership Award in 2003.

Ted and his wife Amy live in Beachwood, Ohio and are the parents of Emily, Orly, and Kobi. In his free time, Ted enjoys exercise, including golf, yoga and playing soccer and basketball, as well as reading, baking cookies and the practice of mixology.

Fess Wofse

CFO

Fess is the Chief Financial Officer at Olive Tree Holdings.

Fess Wofse joined Olive Tree in February 2019 as its Chief Financial Officer.  Fess oversees the financial accounting and asset management teams, which are responsible for corporate and property accounting, investor reporting (both financial and tax), performance reporting, and collaborating with the company’s property management teams on operational initiatives.  Fess also focuses on investment and tax structuring, due diligence and other strategic initiatives and is responsible for creating and implementing accounting, reporting and cash management policies and procedures.

Prior to joining Olive Tree, Fess was the CFO at Thor Equities and prior to that he was the CFO for the real estate group at Apollo Global Management.  Previously, Fess was the Director of Finance for Citi Property Investors and was a Senior Manager in the assurance practice at PricewaterhouseCoopers specializing in real estate.  Fess has significant real estate portfolio and corporate M&A transaction and management experience.

Fess holds an MBA with a concentration in Finance from Columbia University and a BS in Accounting from Binghamton University.  He has been an active member of NCREIF and NAREIT and has worked on several committees to address emerging accounting issues as they relate to real estate companies and managers.  Fess is a CPA and a member of both the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.

Kevin Davis

Sr. Corp. Accountant

Kevin is Senior Corporate Accountant at Olive Tree Holdings.

Kevin Davis joined Olive Tree in June 2021 as a senior corporate accountant where he works on management accounting, reporting and analysis. Prior to Olive Tree, Kevin was a Senior Accountant at Wunderman Thompson New York where his responsibilities included Financial Statement Analysis, Financial Reporting and Budgeting & Forecasting. Prior to Wunderman Thompson New York, Kevin was an Experience Associate in the assurance practice at PwC within the asset management space. Kevin holds an MS in Accounting from Long Island University-Brooklyn Campus and BS in Finance from Longwood University. Kevin is a CPA in New York.

Michele Nolty

Chief People Officer

Michele is the Chief People Officer at Olive Tree Holdings and the Life Properties.

As the Chief People Officer, Michele provides leadership and guidance to the Company’s People function. Acting as an expert on all people and organizational issues, she serves as facilitator for scaling and developing long-range talent management goals, driving cultural initiatives, advancing performance management, progressing rewards and recognition programs, and furthering engagement, retention, and recruiting efforts.

Michele brings over 20 years of human resources management experience to Olive Tree, having previously worked at Cohen & Steers leading their global human resources function and Allianz Global Investors where she led the human resources department and supported various subsidiaries. Ms. Nolty has a BS from Baruch College–The City University of New York (CUNY).

Clay Boyer

CCO

Clay is the Chief Construction Officer at Olive Tree Holdings and The Life Properties.

Clay Boyer manages all aspects of construction and maintenance operations for Olive Tree. Clay brings over 25 years of industry experience, performing in leadership roles in various areas of multifamily housing to include conventional, military and single-family. Clay worked with MAA early in his career managing capital and maintenance operations as Regional Service Director for 15K units, managing approx. 11 mil in CAPEX projects annually. Recognized for outstanding achievements and departmental contributions, Clay moved into the AVP-Director of Maintenance Operations role for MAA based out of Memphis with oversite of 40K units. In a similar capacity, he worked with Bell Partners as a Regional Director throughout the Southeast, managing 35 conventional properties in Texas, Arkansas, and Florida, before moving into a rewarding position in military housing. Clay helped to renovate and manage 5K homes at Ft. Riley, KS., home of the Big Red One, for 6 years serving as Director of Capital, Maintenance and Purchasing before becoming Operations Director. Preceding his appointment to the CCO role for Olive Tree, Clay served as the department head of capital, maintenance, and renovations for Progress Residential based in Atlanta. Clay has a well-established track record of leadership in the industry and brings a wealth of knowledge and professionalism to the team.

 

Claudine Lostao

Chief Design Officer

Claudine Lostao is Chief Design Officer at Olive Tree Holdings.

Claudine Lostao joined Olive Tree with over 33 years experience in the architectural interior design industry. She began her career working in Jamaica designing the interiors for Super Clubs and Sandals all-inclusive hotels. After moving back to the USA, Claudine led the design for several noteworthy projects including the American Airlines Miami Heat Arena, Planet Hollywood in Las Vegas and Walt Disney World Resort. She has also held senior management design and business development positions in hospitality and restaurant market sectors, working with Kimpton Hotels, Sonesta Hotels, Clarion Hotels, the McCormick & Schmick’s Restaurant Consortium and Boathouse Restaurants.

Most recently Claudine worked at Marriott International’s Global Brand Strategies for Sheraton, focused on building owner and operator relationships as a trusted advisor and driving the execution of select high-impact and high-investment hotels. For over six years, Claudine also served in senior leadership roles at Starbucks Coffee Company where she led the design studios encompassing design oversight for over 4,000 stores across North America. Claudine also served in a leadership role at &pizza company based in Washington, D.C. where she was the Vice President & Head of Design and Construction.

Throughout her profession Claudine has been dedicated to the education and mentoring of young designers. To this end she has served as an Adjunct Professor at Florida International University and Miami-Dade Community College.

Claudine studied Interior Design at the University of Florida and graduated from the College of Architecture with High Honors and Presidential Recognition.

Akshay Gandhi

SVP

Akshay is a Senior Vice President at Olive Tree Holdings.

Akshay is responsible for the analysis, underwriting and assessment of various acquisition opportunities and capital structures. In addition to creating and maintaining various asset and portfolio models, Akshay is also focused on transaction due diligence, market research and performance reporting.

Prior to Olive Tree, Akshay worked at Ackman-Ziff where he worked on institutional debt and equity transactions across various asset classes and geographies. Akshay also has prior experience working with sponsors such as The Sapir Organization and ABR-Alchemy Investment Partners.

Akshay earned his BBA in Finance and International Business from The George Washington University School of Business and graduated with his MS in Real Estate Finance from New York University’s Schack Institute of Real Estate. He is currently a member of The George Washington University’s Young Leaders in Real Estate group and serves as a mentor in the university’s Real Estate and Finance Alliance (REFA) mentorship program.

Julie Surago

Vice President

Julie is Vice President of Special Projects at Olive Tree Holdings.

Julie works cross functionally with the Investor Relations, Acquisition, and Capital Events teams for Olive Tree Holdings.

Previously, Julie worked at RobertDouglas, a boutique hospitality investment banking firm, where she focused on raising debt and equity for hotels and hospitality companies. Julie’s responsibilities included underwriting, market research, creating offering materials, and marketing investment and financing opportunities. Before RobertDouglas, Julie worked at CBRE as a Senior Financial Analyst with the hotel brokerage team in San Francisco and as a Senior Consultant with the Hotel Advisory group in New York and Boston.

Julie holds a Master of Management degree in Hospitality from Cornell’s School of Hotel Administration.

Celia Seigerman-Levit

VP Risk and Ins.

Celia is the Vice President of Risk Management and Insurance at Olive Tree Holdings.

Celia is responsible for all efforts related to Olive Tree’s risk management and insurance, including front-end price procurement, broker management, and claims management. Celia brings over 20 years of risk management experience to Olive Tree, having previously served as Vice President of Risk Management and Insurance at Sotheby’s, Vice President of Risk Management and Insurance at Related Companies, Director of Risk Management & Property/Casualty Insurance at Yeshiva University, and Senior Vice President at Alliant Insurance Services. Celia’s past accomplishments include the successful restructuring of Related’s risk management and insurance department, and the creation of an exposure database for their $8 billion portfolio.

Celia  serves on the Board of Directors of MMCC, a nonprofit agency providing community resources in The Bronx and Manhattan, and is a Board Advisor to Row New York. Celia received her BA in Political Science and Government from Syracuse University.

Kevin Marshall-Moran

Vice President

Kevin is a Vice President at Olive Tree Holdings.

Kevin is responsible for capital formation & partnerships, strategic growth initiatives, and transaction execution, strategy, & analysis. Previously, Kevin worked at Morgan Stanley in the Real Estate Investment Banking Group, where he advised both public and private real estate companies on over $30Bn of mergers & acquisitions, debt & equity issuances, and bespoke structuring & capital raising transactions. Kevin began his career at Charles River Associates, where he advised governments & corporations in and developed financial analyses for arbitration matters, including several World Bank ICSID (International Centre for Settlement of Investment Disputes) cases.

Kevin earned his BA in International Studies and Economics from Boston College and his MBA from the Wharton School at the University of Pennsylvania.

Andrew Schramm

Vice President

Andrew is a Vice President at Olive Tree Holdings.

Andrew is responsible for analyzing and performing due diligence on acquisition opportunities, tracking and reporting asset performance across the portfolio, and conducting market research.

Prior to Olive Tree, Andrew worked in Morgan Stanley’s Commercial Real Estate Finance (CREF) group where he helped develop and implement a new balance sheet lending platform by leveraging Morgan Stanley’s existing high-net worth client network. During his tenure at Morgan Stanley, he focused on sourcing, analyzing and performing due diligence on real estate lending opportunities across all asset classes and geographies. Prior to Morgan Stanley, Andrew worked at Marcus & Millichap in the Capital Markets group and specialized in multifamily loan originations.

Andrew is a graduate of the University of Wisconsin-Madison with a BS in Economics.

Jeff Ehrlich

Vice President

Jeff is Vice President at Olive Tree Holdings.

Jeff is responsible for the identification, analysis, and underwriting of various acquisition opportunities. Jeff is also focused on transaction due diligence, and market research.

Prior to Olive Tree, Jeff worked in investment banking in the Financial Sponsors Group at Deutsche Bank where he focused on advising private equity firms, and their portfolio companies, in leveraged buyouts, recapitalizations, and other leveraged finance transactions across a wide range of industries.

Jeff earned his B.S. in Mechanical Engineering from Union College and graduated with his M.B.A. with focuses in Finance and Strategy from NYU Stern School of Business.

David Poretz

Portfolio Manager

David is the Portfolio Manager at Olive Tree Holdings and The Life Properties.

David Poretz leads Olive Tree’s affiliate property management firm, The Life Properties, by leveraging his experience in capital markets, operations management, and portfolio turn around. David is responsible for optimizing the management of Olive Tree’s portfolio by utilizing best-in-class technology solutions partnered with process management to reduce costs and maximize the efficiency of leasing, construction, billing and collections, and vendor management.

Prior to Olive Tree, David was the Operating Efficiency Specialist at Fortress Development Group and effectively reduced operating expenses in over 30 properties, while increasing revenue via his lead generation strategies and financial modeling. David draws from his breadth of experience in operations, tax and utilities consulting, and market research for his role.

David is a graduate of Binghamton University with a BS in Accounting.

Chris Auger

Vice President

Chris Auger is the Vice President of Business Operations and Enablement at Olive Tree Holdings.

Chris brings an in-depth knowledge of building and optimizing end-to-end technology stacks, system infrastructures and data-driven ecosystems. Prior to joining Olive Tree, Chris has spent the last decade creating and optimizing go-to-market strategies and processes across multiple channels in high-growth SaaS businesses. He was Director of Global Operations at New Zealand based start-up of the year, Whip Around Inc, and prior to that, Associate Director of North American Channel Sales for Fleetmatics (FLTX). Chris was instrumental in building out the channel partner program, which generated over $63M in TCV. Fleetmatics was later acquired by Verizon (VZ) for $2.4B.

Despite being a two-time recipient of The Michael J Pethal Scholarship for Printing Arts at The University of North Carolina at Greensboro, Chris’ passion has always been in optimizing business velocity.

Matt Blackmon

Solutions Manager

As an Integrated Solutions Manager at Olive Tree Holdings, Matt is responsible for discovering, creating, and implementing back-end business solutions to keep the company running smoothly.

Matt has a wide range of expertise ranging from software development to system administration. Before Olive Tree Holdings, Matt managed to reduce IT costs by more than 70% for a medium sized Architecture firm, Phillips Architecture, while maintaining IT standards. With his Linux certifications he deployed and maintained a full stack of on-premise servers and design software.

In his free time Matt spends time with his twin daughters and wife.

Xun Qiu

Transaction Manager

Xun is the Transaction Manager at Olive Tree Holdings.

As Transaction Manager, Xun oversees the transaction management process for acquisition, refinance and disposition of all assets by bringing innovative business and organizational development program from concept to implementation at scale.Prior to Olive Tree, Xun served in a variety of roles at The RADCO companies. Most recently, she oversaw the successful acquisition and disposition of 14,000+ units valuated over $1.4B in conjunction with monthly financial reporting in her role in Asset Management.

Her previous role as Director of Transitions and Ancillary Services includes managing the national ancillary program of $1.2M. Prior to that, she served as the VP of Special Projects where she restructured the company’s vendor management process to improve the efficiency across 4 different departments. Xun started her tenure as Director of the Elite Travelers program, a department she founded with the mission to stabilize under performing properties through on-site support via daily operations process improvement and training. The Elite Travelers program supported over 50 real estate assets with 20 associates across the country and a $1.1M payroll.

Xun started her career at Aspen Square Management as a traveling management consultant, bringing occupancy for the 20+ assets she oversaw from 80% occupancy to 95%+, increasing rental income, reducing delinquency to 2% or less and increasing resident satisfaction to 4.5+ out of 5.

Xun is an alumna of Agnes Scott College with BA in Anthropologie and Sociology.

Jonathan Gerstein

Director of BI

Jonathan is the Director of Business Intelligence at Olive Tree Holdings.

Jonathan is responsible for the business analytics, data mining, visualizations, and statistical analysis as head of Business Intelligence at Olive Tree. Jonathan brings a broad background in his experience within pharma, ad-tech, finance, and luxury. Jonathan’s career spans over a decade as an Analytics thought-leader, most recently at Outbrain where he led the analytics arm of a 1B+ revenue native ad-tech organization.

Jonathan studied statistics and data science at MIT and business administration at Columbia University. When not uncovering data insights at Olive Tree, Jonathan spends time with his wife and 3 children and is on the board of several non-for-profit organizations in his community of Clifton, NJ.

Danielle Klapper

Asset Manager

Danielle is an Asset Manager at Olive Tree Holdings.

Danielle Klapper joined Olive Tree in June 2021. Danielle’s role includes managing the operational and financial performance of the multifamily portfolio.

Prior to joining Olive Tree, Danielle was the Asset Manager for RPM Development, an affordable housing developer and manager in New Jersey, and Antheus Capital, a multifamily developer and property manager with properties across the Midwest that specializes in historic preservations. Danielle was responsible for budgeting, managing capital project progress, and creating and implementing technological solutions to improve operational efficiency. Previously, Danielle was a research analyst at a financial tech firm in Israel.

Danielle holds an MBA from Bar Ilan University in Israel, a BS in Mathematics from Columbia University, and a BA in History from the Jewish Theological Seminary of America. She currently also serves as President and Board of Director for the Israel Opportunity Energy LLC.

Taylor Barnhart

Asset Manager

Taylor is an Asset Manager at Olive Tree Holdings.

Taylor Barnhart joined Olive Tree in October 2019. Taylor’s diverse role includes management of lender and investor reporting, construction draw oversight, corporate accounting, treasury management, as well as systems implementation and design across the portfolio.

Prior to joining Olive Tree, Taylor was the Corporate Controller for a Houston based property management firm and managed the on-boarding and stabilization of acquisitions. Previously, Taylor was the CFO of a LIHTC management group based in Denver and helped create, implement, and manage the accounting department for a rapidly growing portfolio. Taylor has over twelve years of property accounting and leadership experience which includes senior housing, commercial property management and assets with Section 8 & Section 42 LIHTC compliance requirements.

Taylor holds a BA in Business Administration with a concentration in Finance and Accounting from Seattle Pacific University. He is a former Rotary member and has served various advisory and leadership roles within the Denver Apartment Association.

Corey Grab

Project Director

Corey is the Project Director at Olive Tree Affordable Housing.

Corey brings over 30 years’ experience with more than $2.5B in affordable and market rate multi-family housing community investments including new construction, rehab, adaptive re-use, mixed-use, historic renovations and Capex projects throughout the United States with budgets ranging from $5MM to $150+MM encompassing 14,700+ units constructed and developed.

While Corey was at US Bank Community and Development Corporation, (USBCDC), as their AVP of Construction Risk Management, he spearheaded the newly formed Construction Risk Management and Monitoring Division managing construction risk, due diligence and underwriting for USBancorp construction loan debt and USBCDC equity investments of LITHC, NMTC, HTC assets and, HUD partnered community developments totaling $1.3B. More recently, Corey was Vice President of Construction Management with Gardner Capital simultaneously overseeing $331MM of 28 new affordable construction 9% community developments totaling 2,509 units throughout 13 states.

Corey earned a B.S. in Construction Management from Missouri State and, a B.S. in Business Management and Organizational Leadership from Maryville University St. Louis. He is also active in Habitat for Humanity and an avid supporter of St. Louis Children’s Hospital KIDstruction Week.

Tracy Falknor

Dir. Human Resources

Tracy is the Director of Human Resources at Olive Tree Holdings and The Life Properties.

Tracy Falknor is responsible for all human resource initiatives for all property locations and corporate roles. Prior to joining Olive Tree and The Life Properties, Tracy worked as an HR professional for over 13 years within various industries throughout the Houston, Texas area. She is experienced with recruiting/sourcing, employee engagement, coaching/counseling, benefit administration, HR laws, etc. Tracy’s strengths are her passion for helping others, her ability to attract top talent through her continuous networking efforts, her drive for improving the employee experience, and overall customer service she provides to internal and external customers. Tracy holds her SHRM-CP, a notary public, and is a member of SHRM and HR Houston.

Cathy Cao

Digital

Cathy is the Director of Digital at Olive Tree Holdings.

Cathy brings her depth of experience developing marketing technology stacks and executing strategic, data driven, digital marketing campaigns to Olive Tree. Prior to joining Olive Tree, Cathy led the digital marketing and growth efforts at Meridian Capital Group, and prior to that, Cathy was the first marketer at the real estate technology unicorn: Compass. At Compass, she was integral in building the marketing platform for their Real Estate agents and scaling the offerings from 60 to 3000 agents over 4 years.

Cathy graduated from University of Michigan with a BA in Arts and Ideas. She is also an instructor for Digital Marketing at General Assembly.

Bhoomika Sapru

Brand Manager

Bhoomika is the Brand Manager at Olive Tree Holdings.

Bhoomika brings her depth of experience in understanding consumer behavior and building marketing communications including branding, social media plans, developing and execution of marketing and brand development campaigns to Olive Tree. Prior to joining Olive Tree, Bhoomika managed the sales and marketing for North America at Godrej Properties Worldwide Inc., (an American subsidiary of an Indian conglomerate, Godrej Properties Limited), and before that she handled the branding and marketing communication for the real estate portfolio of Godrej Properties Limited in India, where she successfully led multiple marketing launches at various stages of a product lifecycle.

Bhoomika has an MBA from University of Mumbai, India.

David Okin

Associate

David Okin is an Associate at Olive Tree Holdings.

David is responsible for the identification, analysis, and underwriting of various acquisition opportunities. David is also focused on transaction due diligence, and market research.

Prior to Olive Tree, David worked at Allied Partners, a New York based real estate firm which develops, owns and operates commercial assets in New York and Florida. Specializing in both acquisitions and development, David focused on sourcing, analyzing, preparing due diligence, and closing transactions. Prior to Allied Partners, David worked in an acquisitions role at Imperium Capital where he focused on multifamily properties around the country.

David holds a BA from Syracuse University and an MS in Real Estate Finance from New York University.

Jason Mink

Associate

Jason is an Associate at Olive Tree Holdings.

Jason is responsible for the identification, analysis, and underwriting of various acquisition opportunities. Jason is also focused on transaction due diligence, and market research.

Prior to Olive Tree, Jason worked at Time Equities Inc., a New York based real estate firm which owns and operates over $5.5B of multifamily, office, industrial, and retail assets across the U.S, Canada and Europe. Specializing in both Acquisitions and Asset Management, Jason focused on sourcing, analyzing, preparing due diligence, managing performance, and disposing of investments. Jason and his team successfully completed over $150M in real estate transactions including acquisitions, debt refinancing, and dispositions. Prior to Time Equities Inc., Jason worked at KPMG US where he specialized in real estate valuation amongst all asset classes for institutional real estate investors.

Jason is a graduate of the University of Wisconsin – Madison with a BBA in both Real Estate and Finance, Investment & Banking.

 

Jonathan Keren

Associate

Jonathan is an Associate at Olive Tree Holdings.
As part of the Acquisitions Team, Jon is responsible for analyzing, underwriting, and performing due diligence on new acquisition opportunities. He also focuses on the operational side of the business, tracking and reporting asset performance across the portfolio.

Prior to joining Olive Tree, Jon was an Acquisitions Analyst at AR Global, a $12 billion institutional real estate asset manager which has invested in nearly 1,300 properties across 8 countries.  At AR Global, Jon concentrated on deal underwriting, market research, due diligence, and asset management for its diverse portfolio.

Jon holds a BA from the University of Michigan and a MS in Real Estate Finance from New York University.

Ken Bickel

Associate

Ken is an Associate at Olive Tree Holdings.

Ken Bickel is responsible for the identification, analysis, and underwriting of various acquisition opportunities at Olive Tree Holdings. Ken is also focused on transaction due diligence, and market research.

Prior to joining Olive Tree Holdings, Ken worked as an Associate Director for Berkadia’s mid-Atlantic multifamily investment sales team, where he was involved in over $750 million in multifamily sales transactions.

Ken graduated with an MS in Real Estate Finance from Georgetown University and a BA in Management from West Virginia University.

 

Adam Radi

Associate

Adam is an Associate at Olive Tree Holdings.

As a part of Olive Tree’s investment team, Adam focuses on developing new equity relationships on behalf of the firm’s investment platform. Adam is also responsible for sourcing new investment opportunities through direct owner outreach and broker relationships.

Prior to Olive Tree, Adam worked at Mermelstein Development LLC, a New York based real estate firm which owns and operates over $200mm worth of office, retail and industrial assets across the country. Specializing in both Acquisitions and Asset Management, Adam focused on sourcing, analyzing, and preparing due diligence on properties nationwide as well as managing performance of investments. Prior to Mermelstein Development, Adam worked at Marcus & Millichap on a high performing middle market Investment Sales team where he specialized in the brokerage of rent stabilized properties in the Bronx.

Adam is a graduate of the University of Wisconsin – Madison with a BA in Economics.

Alex Lurz

Associate

Alex is an Associate at Olive Tree Holdings.

Alex works on analyzing and underwriting new investment opportunities, acquisition due diligence, and capital markets/investor relations efforts.

Previously, Alex worked at Eastdil Secured, a leading real estate investment bank. At Eastdil, Alex worked on over $5 billion in public and private market transactions across debt and equity, focusing on structured transactions. Alex’s responsibilities included underwriting, market research, creating offering materials, and working on investor diligence. Before Eastdil, Alex was an Analyst with Property Markets Group, where he focused on sourcing and underwriting residential development opportunities in Atlanta, Houston, and Dallas.

Alex holds a BBA from the Ross School of Business at the University of Michigan.

Eddie Dunn

Analyst

Eddie is an Analyst at Olive Tree Holdings.

As a part of Olive Tree’s Acquisitions and Capital Markets teams, Eddie is responsible for the preparation of offering materials, capital markets/investor relations efforts, and market research. Eddie also focuses on identifying, analyzing, and underwriting new acquisition opportunities.

Prior to joining Olive Tree, Eddie was an intern with Olive Tree across the Capital Markets and Acquisitions teams. During his internship Eddie focused on market research, data collation and analysis, and various ad-hoc projects across disciplines. Before interning at Olive Tree, Eddie was a Residential Lending Intern at Finance Ireland in Dublin. Eddie’s responsibilities at Finance Ireland centered around residential mortgage underwriting, due diligence, and macroeconomic research.

Eddie is a graduate of the University of Wisconsin – Madison with a BBA in Real Estate, Finance, Investment & Banking, and Risk Management.

Ahmed Hegazi

Analyst, TRX Mngmt

Ahmed is a Transaction Management Analyst at Olive Tree Holdings.

Prior to joining Olive Tree, Ahmed focused on all new acquisitions at WePartner Group, an Atlanta real estate investment firm with over $200MM in assets under management. Ahmed’s responsibilities at WePartner Group included underwriting, market research, due diligence, and coordinating fund-raising efforts. Prior to that, Ahmed was with Tenth Street Ventures, a firm focused on revitalizing urban multi-family communities, where he assisted with underwriting, coordinating due diligence, and asset management.

Ahmed holds a BS in Mechanical Engineering from the Georgia Institute of Technology. He is currently a member of NAIOP’s Georgia chapter and the Association of Young Real Estate Professionals in Atlanta.

Michael Nemati

Analyst, TRX MNGMT

Michael is a Transaction Management Analyst at Olive Tree Holdings.

As part of Olive Tree’s Transaction Management team, Michael is responsible for data analysis and visualization, due diligence, and performance reporting.

Prior to joining Olive Tree, Michael worked at Jones Lang LaSalle. As an Office Research Analyst for Atlanta’s Research team, he provided market analytics, data visualization, and written reports for office tenants.

Michael holds a BA in Economics from Covenant College, with minors in Mathematics and Philosophy & Religion.

 

Sonu Patel

Administrative Mgr.

Sonu is a Administrative Manager at Olive Tree Holdings.

Sonu Patel joins Olive Tree as Administrative Manager to NY Admin Team and support to Legal, Capital Markets and Risk Management teams.

Prior to coming to Olive Tree, she was an Executive Assistant in the Litigation Department at Shearman & Sterling LLP supporting the Managing Partner of the firm and is an ABA certified Paralegal.

Sonu earned her BA in Political Science and Justice Studies from Montclair State University and is currently pursuing her MBA from William Paterson University with an expected graduation in March 2022. Sonu also has her New York Real Estate License.

Roshelle Johnson

Executive Assistant

Roshelle is an Executive Assistant at Olive Tree Holdings.

Roshelle Johnson joins Olive Tree as Executive Assistant to support the Affordable Housing, Acquisition, and Finance teams.

Prior to Olive Tree, she was an Executive Assistant at Lefrak assisting the Senior Managing Director of Residential Properties in managing 108 multifamily apartment buildings and roughly 20,000 apartment units. Roshelle started her career at Lefrak as an Associate Property Manager, managing a portfolio of 8 buildings and approximately 1600 units in Queens. Prior to that, Roshelle was a marketing intern at Trinity Management working with the Vice President of Marketing and Business Development in conducting market research and analysis.

Roshelle earned her Masters in International Business from Hult Business School and is currently pursuing her Masters in Real Estate Development at Columbia University.

Amanda Marotta

Executive Assistant

Amanda is an Office Manager and Executive Assistant at Olive Tree Holdings.

Amanda Marotta joins Olive Tree as New York Office Manager and Executive Assistant to the Principals and the Portfolio Manager.

Prior to Olive Tree, Amanda worked at Crown Acquisitions Fund and MHR Fund Management as an Administrative Assistant. She draws from her prior career in public relations and fashion, to support executives and the office with an incredible attention to details.

Amanda earned her BA from CUNY Kingsborough and studied business fashion at FIT.