Our Firm 2 - Virtus

Overview

Virtus focuses exclusively on needs-based sectors, such as Healthcare, Education, Storage and Middle-Income Workforce Housing. Within these cycle-resilient sectors, Virtus is active investing across the risk spectrum from stabilized core and core-plus investments, as well as value-add and opportunistic strategies.


History

While Virtus has remained consistent in its general mandate and philosophy, the firm has both grown and evolved immensely since its inception.

  • 2003

    Terrell Gates founds Virtus in Austin, TX and focuses on value-add multifamily housing
  • 2006

    Recognizing the late-cycle market behavior, Virtus shifts exclusively to “demographic-driven” sectors to reduce market risk
  • 2008

    Raises its first blind pool, discretionary vehicle, launching its $93.9 MM self-storage-focused fund series
  • 2011

    Raises $72.4 MM, discretionary fund focused on Student Housing
  • 2012

    Launches first institutional, diversified fund series, VREC. Closes at $239.1 MMFirst public-private partnership created
  • 2015

    Launches VREC II Closes at $308.5 MM
  • 2016

    Establishes VREC II sidecar and core+ separate account with U.S. pension $100.0 MM
  • 2019

    Launches VREC III with $500 MM target, holds $578 MM final close
  • 2020

    Launches first Open-ended Enhanced Core Fund, $204.0 MM Initial Commitment
  • 2021

    Launches vertically integrated development company and reaches $500.0 MM in commitments for Enhanced Core

Mission

We are hands-on, data-driven, curious investors who deliver compelling outcomes from cycle-resilient investments for all stakeholders.


Vision

To foster thriving communities that empower people to live better lives.

Leadership

  • Terrell Gates headshot

    Terrell Gates

    Founder and CEO

    As founder and CEO of Virtus Real Estate Capital, Terrell Gates is ultimately responsible for all strategic decisions. Mr. Gates is a third-generation commercial real estate investor and developer, who began his career in the student housing industry in 1992.  Since then, Mr. Gates has held numerous principal level positions in real estate, law, and finance, including private equity, portfolio management, investment banking and lending. Prior to founding Virtus, Mr. Gates was Director of the GGS Private Banking group at Merrill Lynch. Since establishing Virtus in 2003, Mr. Gates has been ultimately responsible for the execution of the Virtus investment strategy, which has totaled over $5.1 billion in property acquisitions. An active philanthropist, Mr. Gates invests his time, treasure and talents in organizations, such as the Boys and Girls Club, Zoe Empowers, Mobile Loaves & Fishes, UMCOR, and Central Texas Food Bank, to name a few.  Mr. Gates holds B.A.’s in Economics and Spanish from The University of Texas at Austin, before earning a law degree from Southern Methodist University Law School.  He is a licensed attorney.


  • Kevin White

    Chief Investment Officer

    Kevin White, Chief Investment Officer, is responsible for leading the Virtus Acquisitions and Asset Management teams in overseeing investment strategy, underwriting, due diligence, structuring and ultimately property level operations to assure fund objectives are met.  Mr. White is also a member of the Firm’s Executive and Investment Committees.  Mr. White has a sixteen-year track record of real estate investing.  Prior to becoming CIO, he was Managing Director – Acquisitions, leading the Virtus Alternative Multifamily Team for nine years.  While in this role, Mr. White led the efforts of acquiring $1.4 billion in assets across workforce housing, student housing, self-storage and education related properties.  Prior to joining Virtus, he was the Director of Acquisitions for a private equity real estate investment company.  He was responsible for leading an acquisitions team that successfully closed $150 million of commercial real estate, with a primary focus on multifamily workforce housing.  He has experience with numerous property types in sourcing, underwriting, due diligence, capital relationships and asset management.  Mr. White holds a B.B.A. in Finance from The Ohio State University, and an M.B.A. from The University of Texas at Austin.


  • William A. Strong

    Chief Operating Officer and Chief Financial Officer

    William A. Strong, Chief Operating Officer and Chief Financial Officer, is responsible for oversight of investor relations, fund structuring, the Virtus finance and accounting team, debt sourcing, and Firm management and operations.  He is a member of the Firm’s Executive and Investment Committees.  Mr. Strong began his career in 1992 at Goldman Sachs & Co. in New York as an equity securities analyst in the Asset Management Division.  After continuing his career at Security Capital Group Incorporated, a global strategic real estate group with $5.1 billion deployed in multiple portfolio investments, such as Archstone Smith, Prologis and Storage USA, he transitioned to Forum Partners Investment Management, LLC (“Forum”).  At Forum, a global real estate private equity fund sponsor, Mr. Strong was Chief Operating Officer and Chief Financial Officer, where he and management grew the eight-member team to over 50 members worldwide.  Forum had $2 billion in assets under management invested in real estate companies throughout Europe and Asia.  Mr. Strong received both his B.A. and his M.B.A. degree in Finance from Columbia University, where he was an intercollegiate athlete in swimming and water polo.


  • Craig Davis

    General Counsel and Chief Compliance Officer

    Craig Davis, General Counsel and Chief Compliance Officer, is responsible for oversight of the acquisition and disposition of Virtus assets, corporate structuring, lending transactions, lease negotiations and day to day legal operations.  Mr. Davis practiced law at the firms of both Winstead PC and Jackson Walker L.L.P. for 10 years before joining Virtus in 2012 as General Counsel.  Mr. Davis is an experienced lawyer who has helped both sellers and purchasers of all types of real estate, including student housing, multifamily apartment buildings, retail centers, senior living facilities and office complexes.  He has represented both borrowers and lenders in residential and commercial lending transactions including construction loans, development loans and purchase and sale transactions.  Mr. Davis received his B.A. at the University of Texas at San Antonio where he graduated Magna Cum Laude and his J.D. at The University of Texas at Austin where he graduated with Honors.  Mr. Davis was admitted to the Texas Bar in 2002.


  • Scott Humphreys

    Managing Director – Asset Management

    Scott Humphreys, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ portfolio of properties across all sectors.  He is also a member of the Firm’s Investment Committee.  Previously at Virtus, Mr. Humphreys served as the Firm’s Director of Acquisitions for self-storage and was involved in the acquisition and asset management of Virtus’ portfolio of storage-specific funds constituting over $100 million in equity investment across 50 properties nationwide.  Mr. Humphreys has also played an integral role in the strategic disposition of over $600 million of Virtus held properties across all property types, after successfully implementing Virtus’ value-add business plans at the ground level.  Mr. Humphrey’s background includes extensive experience in the underwriting, due diligence, financing, and development of HUD subsidized and tax credit/bond financed multifamily product. He holds a B.B.A. in Management Information Systems from Baylor University and an M.B.A. from The University of Texas at Austin with a concentration in Real Estate Finance.  Prior to business school, Mr. Humphreys spent four years with Accenture’s Communications and High-Tech consulting division in both the United States and United Kingdom.


  • Matt Withey

    Managing Director – Healthcare West Acquisitions

    Matt Withey, Managing Director – Healthcare West Acquisitions, is responsible for Virtus’ healthcare investing efforts, including medical office, senior living, and other ancillary healthcare service properties. He is responsible for developing investment strategy, sourcing operating partners and investment opportunities, and overseeing all aspects of underwriting, due diligence, investment structuring, and closings.  Mr. Withey is a member of the Firm’s Investment Committee.  Prior to joining Virtus, Mr. Withey spent eight years in the acquisitions group at Walton Street Capital, an institutional private equity firm focused on opportunistic real estate investing.  Throughout his career, Mr. Withey has closed over $1.5 billion in real estate acquisitions representing over $600 million of total equity invested.  Mr. Withey graduated magna cum laude from Northwestern University with a B.S. in both Economics and Mathematical Methods in the Social Sciences.


  • Terry Thompson, Ph.D.

    Executive Committee Member

    Terry Thompson’s thirty-nine (39) year career in commercial real estate and finance has focused on lending, asset acquisitions, development, asset management, and leasing. He is currently an outside Director of Virtus’ Executive Committee. In that capacity, he provides input on major Firm-level decisions such as strategy and operations. Prior to joining Virtus, Dr. Thompson was Chief Operating Officer and Director of Asset Management and Acquisitions at the Kucera Companies.  He was also Director of Asset Management at Bank One NH, overseeing internal asset management operations as well as third-party property management.  Dr. Thompson holds a B.A. from the University of Wisconsin at Whitewater, specializing in Secondary Education, and a Ph.D. in Public Administration from The University of Texas at Austin.  He was an officer in the United States Air Force specializing in finance.


  • Our Team

    Alastair Barnes

    Assistant Vice President – Acquisitions and Asset Management

    Alastair Barnes, Assistant Vice President – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, preparing investment committee presentations, and providing asset level performance and valuations for Virtus’ healthcare efforts. Prior to joining Virtus, Alastair worked as an Analyst within the Debt and Equity team at Jones Lang LaSalle in Austin, TX. Alastair received a B.A in Business Administration with a concentration in Finance from Fordham University, where he was an intercollegiate athlete in Tennis.

    Alastair Barnes headshot

  • Our Team

    Russell Brown

    Managing Director

    Russell Brown, Managing Director, is based in Charlotte and leads healthcare investing in the Eastern U.S. as well as Self-Storage nationally.  Previously, Mr. Brown led acquisitions for National Storage Affiliates, a public REIT based in Denver with a unique decentralized business model, and prior to that led investments and capital markets for Flagship Healthcare Properties, a private REIT manager and operator in Charlotte.  Mr. Brown has built and led multiple investment teams that have closed over 120 transactions totaling $1.4 billion in value.  He earned an MBA from Duke University’s Fuqua School of Business and graduated with honors from the University of North Carolina at Charlotte.  He has also participated in the Real Estate Management Program at Harvard Business School.

    Russell Brown headshot

  • Our Team

    Charlie Burke

    Associate - Investor Relations

    Charlie Burke, Associate – Investor Relations, is responsible for supporting firm leadership in capital raising initiatives.  In this capacity, he assists with fund reporting and investment communication efforts.  He also helps with managing property and fund data to produce portfolio analytics for firm-wide analysis.  Prior to joining Virtus, he worked for two years as an Associate at Dimensional Fund Advisors, where he aided in strategic relationship development among investment advisory clients and prospects.  Charlie holds a B.A. in Statistics, with an Econometrics concentration, from the University of Virginia.


  • Our Team

    Michael Casey

    Managing Director – Asset Management

    Michael Casey, Managing Director – Asset Management, has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was a Director of Portfolio Management at Arcapita, an international private equity firm focused on originating, structuring, executing and managing institutional U.S. real estate investments, including 80 senior living assets. During his ten years at Arcapita, Michael was responsible for overseeing all aspects of asset management including day to day and strategic supervision of operating partners, loan and Joint Venture restructurings and investment dispositions for Arcapita’s $5.0 billion U.S real estate portfolio. Prior to Arcapita, Mr. Casey spent more than five years in senior asset management roles at each of the Morgan Stanley Real Estate Funds and Starwood Capital Group. Throughout his career, Mr. Casey has asset personally managed, financed, refinanced and disposed of over $7 billion of real estate across all major product types and various geographies. Mr. Casey has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

    Michael Casey headshot

  • Our Team

    Josh Colter

    Managing Director – Acquisitions

    Josh Colter, Managing Director – Acquisitions, is responsible for the firm’s multifamily investing efforts, with a focus on conventional, market-rate, and workforce housing.  In this capacity, he will focus on executing the firm’s investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing.  Josh brings over 17 years of domestic and international experience in private equity, equity derivatives trading, and real estate investing, having closed over $2 billion of multifamily transactions.  Most recently, Josh co-led acquisitions for a national sponsor/operator within multifamily.  Josh holds a double master’s degree from EDHEC Business School in Financial Economics and Risk and Investment Management.  Prior to business school, Josh worked on Wall Street as an investment banker and completed his undergraduate studies in finance at the University of Central Florida.  He is an active member of the National Multifamily Housing Council (NMHC) and participates in annual fundraising for Best Buddies International.

    Josh Colter headshot

  • Our Team

    Tosha Daugherty

    Executive Assistant to the CIO & Investment Team

    Tosha Daugherty, Executive Assistant to the CIO and Investment Team, is responsible for providing administrative support, including scheduling and correspondence.  Tosha is a seasoned Executive Assistant with 10 years in the field.  Prior to joining Virtus, she worked as an executive assistant for Calvin Klein’s VP of Retail in New York City.  Having held positions in retail, Tosha has a strong ability to maximize efficiency and multitask in a fast-paced environment.  Originally from New York, she moved here to escape the cold and for new opportunities.  Tosha attended Columbus College of Art & Design in Columbus, OH with a focus on graphic design and photography.


  • Our Team

    Lori Delabruere

    Director – Property Accounting

    Lori Delabruere, Director – Property Accounting, is responsible for reviewing and analyzing the financial accounting data from the firm’s investment properties. She is part of the acquisition, asset management, and disposition process and works with these departments to provide an accounting perspective for the properties and the fund.  Prior to joining Virtus in 2014, Lori worked as a Property Accountant for American Campus Communities for three years. There she was responsible for preparing and analyzing the monthly financial statements for 16 student housing properties. Prior to American Campus Communities, Lori worked for two years as Controller’s Assistant for ReArch Company, a company focusing in development, construction, and property management services. Lori received her B.S. in Accounting from Champlain College.


  • Our Team

    Elva Figueroa

    Office Administrator

    Elva Figueroa, Office Administrator, is responsible for the day-to-day operations and management of the office.  Elva provides support for the Accounting and Operations departments, and she has more than ten years of experience in customer service.  Elva believes her professional strengths are rooted in human interactions and her time spent living in Central America.  Having worked at the Houston Police Credit Union and the Texas Hospital Association gives her an ability to tailor services for the needs of the clientele.  She received a BA in Political Science from Texas State University and is a Houston native.

    Elva Figueroa headshot

  • Our Team

    Cameron Fiorita

    Associate – Acquisitions

    Cameron Fiorita, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research, and due diligence for multifamily and student housing investments nationwide. Prior to joining Virtus full-time, Cameron worked as an Originations & Production Analyst for Lument Capital in Columbus, OH.  Cameron holds a B.S.B.A. in Finance and a B.S.B.A in Real Estate & Urban Analysis from The Ohio State University.


  • Our Team

    Max Hand

    Vice President – Acquisitions

    Max Hand, Vice President – Acquisitions, is responsible for underwriting, financial analysis, market research and due diligence for multifamily and student housing investments nationwide. Prior to joining Virtus, Max worked as an Associate for Goldman Sachs in Dallas, TX where he sourced and structured financings for real estate acquisitions and developments across all asset classes. Max holds a B.B.A. in Finance and B.A. in Economics from The University of Texas at Austin and a M.B.A. in Finance and Real Estate from Southern Methodist University.


  • Our Team

    Dylan Harris

    Associate - Acquisitions

    Dylan Harris, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research, and due diligence for multifamily and student housing investments nationwide.  Prior to joining Virtus, Dylan worked as a Portfolio & Asset Management Analyst for DWS Group (RREEF) in San Francisco, CA.  Dylan holds a B.B.A. in Finance from The University of Texas at Austin.


  • Our Team

    Pat Hartigan

    Executive Assistant to the CEO

    Pat Hartigan, Executive Assistant to the CEO, is thrilled to be joining the team at Virtus.  He has supported the Executive Leadership Team at various organizations including Publicis Groupe, The New York Philharmonic, Love PR, and Princess Cruises, as well as serving as an Estate Manager.  Prior to his career as an Executive Assistant, Patrick had a 20 year career as a professional performer.  At 11 years old, he left home to join the American Boychoir as a boy soprano, performing in 42 states and 17 countries, singing with Beyoncé at the 77th Academy Awards, and winning the elusive Grammy Award with the ensemble, among other highlights.  Patrick earned his Bachelor of Music degree in Opera Performance at the University of North Carolina at Greensboro, which led him to being a finalist on season 2 of the vocal competition tv series, XFactor and as a Warbler on the hit TV Show, Glee.  Volunteer/ Philanthropic membership includes: Austin Pets Alive!, St. Edwards University Young Artist Mentor, Soka Gakkai International (SGI), & Equality Texas.

    Pat Hartigan headshot

  • Our Team

    Tyrone Graves III

    Property Accountant

    Tyrone Graves III, Property Accountant is responsible for reviewing and analyzing financial data from investment properties.  Prior to joining Virtus, Tyrone worked at Enterprise Holdings as a Senior Staff Accountant where he was responsible for preparing and overseeing the financials for numerous Enterprise Rent-A-Car branch locations within the Central and West Texas region. Tyrone holds a Masters of Professional Accountancy and a B.B.A. in Accounting from Stephen F. Austin State University.


  • Our Team

    Keith Innes

    Managing Director

    Keith Innes, Managing Director, is responsible for leading the oversight and management of the firm’s institutional relationships.  Prior to joining Virtus, Keith was a private markets business development professional at Fiera Capital, (New York and London) a global asset management firm, covering a diverse range of institutional investors.  While at Fiera UK, Keith oversaw the firm’s UK real estate fund distribution.  Keith has been in the industry for 35 years and started his career on the fixed income desk of Lehman Brothers, where he worked in London, Hong Kong, Tokyo, and New York.  He has an MA in Political Economy with Honours from the University of Glasgow.


  • Our Team

    Jake Katzen

    Vice President – Acquisitions

    Jake Katzen, Vice President – Acquisitions, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and preparing investment committee presentations.  Prior to joining Virtus, Jake worked as an analyst for the BVA Group providing financial and litigation services for diverse entities throughout an array of industries.  Jake graduated from The University of Texas at Austin with a M.P.A. and a B.B.A. in Finance with Honors.


  • Our Team

    Christopher Kott

    Managing Director – Acquisitions

    Christopher Kott, Managing Director – Acquisitions, is responsible for the firm’s multifamily investing efforts including student housing and workforce housing. He is responsible for executing investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing. Prior to joining Virtus, Christopher was an Analyst at Bank of America Merrill Lynch. Christopher is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Christopher holds a B.A. in Finance from North Carolina State University.

    Christopher Kott headshot

  • Our Team

    Michelle Lackey

    Transaction Coordinator

    Michelle Lackey, Transaction Coordinator, is responsible for managing all aspects involved in property acquisitions, property dispositions, and loan closings. She works closely with the General Counsel and all business units to facilitate pre and post-closing matters. Michelle has 15 years of experience as a paralegal in residential and commercial real estate. She holds an A.A.S in Paralegal Studies from Austin Community College.

    Michelle Lackey headshot

  • Our Team

    Andrew Landram

    Senior Associate – Asset Management

    Andrew Landram, Senior Associate – Asset Management, is responsible for the oversight, operating performance, and valuations for a selection of assets within Virtus’ portfolio of multifamily, student housing, self-storage, and education assets.  Prior to joining Virtus, Andrew worked as an Investment Analyst raising equity and debt capital for age-restricted multifamily development (Active Adult) at Sparrow Partners in Austin, Texas and originating multifamily construction loans at a regional commercial bank in Seattle, WA.  Andrew holds dual B.A.s in Accounting and Business Administration – Finance Concentration from Western Washington University.


  • Our Team

    Zach Mallow

    Director – Research

    Zach Mallow, Director – Research, is responsible for ensuring that investment underwriting includes the best and most accurate demographic and economic data from primary sources and that all business sectors are kept abreast of relevant secondary research sources. In addition, he develops the firm’s proprietary market-ranking models and conducts the firm’s investigations into new property types or sub-strategies for investment. Before joining Virtus, he served in a research capacity for a developer and operator of hotels in New York City and as a project manager for a residential design-build contractor in New Orleans. He holds a M.B.A. from the MIT Sloan School of Management and a B.A. (Major in Architecture) from Columbia University.


  • Our Team

    Derek McDaniel

    Director – Construction Management

    Derek McDaniel, Director – Construction Management, is responsible for acquisitions and asset management support with feasibility reviews, due diligence, construction progress monitoring, budget oversight, and schedule analysis of development and value-add projects. Since joining Virtus in 2016, Derek been involved with more than $260 million of construction projects. Prior to joining Virtus, Derek worked for SpawGlass Contractors for ten years where he was a Project Executive. Derek’s roles have included estimating, superintendent, project management, and project executive experience on over $300 million in commercial construction projects. His background includes senior living, student housing, storage, higher education, science and engineering, parking structures, shell office and K-12 projects. Derek has experience in estimating, pre-construction services, budget development and management, scheduling, construction logistics, contract management and client relations. Mr. McDaniel received his B.S. in Construction Science from Texas A&M University and is a LEED Accredited Professional.


  • Our Team

    Christy McGuire

    Accounts Payable Specialist

    Christy McGuire, Accounts Payable Specialist, is responsible for processing invoices, issuing payments including tax payments, treasury management, reconciling accounts, assisting with month-end and quarterly close, as well as processing and paying expense reports, and managing the corporate credit card expenses. She has been with Virtus for six years. Ms. McGuire began her career in education, teaching in public schools. She transitioned into the accounting world by processing tax returns for a local CPA firm. She has served as Treasurer on the board of a booster club and serves as a volunteer for many of her children’s activities. She holds a B.S. in Education from Southwest Texas State University.


  • Our Team

    Matthew McKee

    Manager - Construction Manager

    Matthew McKee, Manager – Construction Management, is responsible for asset management support with oversight on multiple value-add and development deals.  Matthew’s responsibilities range from construction progress monitoring, budget management, and schedule analysis of both development and value-add projects.  Prior to joining Virtus, Matthew worked for Harvey-Cleary Builders and Bartlett Cocke General Contractors as an Assistant Project Manager.  His background includes precast parking structures, multi-family, shell office, tenant improvements, and K-12 projects.  Matt has experience in estimating, budget development and management, scheduling, and contract management.  Mr. McKee received his B.S. in Construction Management from Arizona State University.


  • Our Team

    Max Menefee

    Analyst - Portfolio Analytics

    Max Menefee, Analyst – Portfolio Analytics, is responsible for supporting leadership in producing firm-wide portfolio analytics.  Additionally, he aids the firm’s capital raising efforts by assisting in fund reporting and investment communication.  Prior to joining Virtus, Max worked as a Development Analyst at Urban Genesis in Austin, Texas, where he assisted in the evaluation and execution of the firm’s multifamily developments and managed property-driven data for delivered projects.  Max holds a BBA in Finance with a concentration in Real Estate from the University of Texas at Austin.

    Max Menefee headshot

  • Our Team

    Lucie Morren

    Associate – Investor Relations

    Lucie Morren, Associate – Investor Relations, is responsible for supporting the Investor Relations Team. This includes providing assistance in fund reporting and communications, as well as addressing questions from existing clients. Prior to joining Virtus, Lucie spent four years as an Investor Relations Analyst at Commerce Street Holdings in Dallas, TX. Ms. Morren holds a B.B.A. in Accounting from Texas Tech University.


  • Our Team

    Nick Mueller

    Managing Director - Asset Management

    Nick Mueller, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ portfolio of multifamily, student housing, self-storage, and education assets. In his role, Nick is deeply involved with developing strategy, executing each asset’s business plan, and ultimately disposing of assets at the right time in order to maximize returns.  Prior to joining Virtus, Nick was an Analyst at Bank of America Merrill Lynch.  Nick is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Clubs of the Austin Area.  Nick holds a B.B.A. in Finance from The University of Texas at Austin.


  • Our Team

    Elizabeth Pence

    Firm Controller

    Elizabeth Pence, Firm Controller, is responsible for all aspects of corporate accounting including financial reporting, monthly close, treasury management, financial planning and analysis as well as payroll and benefits.  Ms. Pence began her career as an auditor for Price Waterhouse Coopers and then supervised corporate accounting at Southwest Airlines in Dallas. She has served as Treasurer on the board of various Parent Teacher Organizations as well as National Charity League in Austin.  Ms. Pence holds a B.B.A. in Accounting from The University of Texas at Austin and is a Certified Public Accountant.


  • Our Team

    Matt Powers

    Vice President – Acquisitions

    Matt Powers, Vice President – Acquisitions, is responsible for underwriting, financial analysis and comprehensive market research for student housing and multi-family markets nationwide. Prior to joining Virtus, Matt worked as a Credit Analyst for Bank of America Merrill Lynch in Houston, TX where he was involved in the structuring, underwriting, and monitoring of corporate debt products for companies across all industries.  Matt holds a B.B.A. in Finance and Minor in Accounting from The University of Texas at Austin.


  • Our Team

    Tyler Remmers

    Associate – Acquisitions and Asset Management

    Tyler Remmers, Associate – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Tyler worked as an analyst for the development team at Capri Communities in Milwaukee, WI.  Tyler holds a B.B.A. in Finance and Real Estate and an M.S. in Real Estate from The University of Wisconsin-Madison.


  • Our Team

    Taylor Robertson

    Senior Fund Accountant

    Taylor Robertson, Senior Fund Accountant, is responsible for supporting the Fund Management Team. Prior to joining Virtus full-time, Ms. Robertson interned at Virtus by providing support for the Fund Management team. Ms. Robertson holds a B.B.A. in Accounting from St. Edward’s University.


  • Our Team

    Logan Rocco

    Analyst - Asset Management

    Logan Rocco, Analyst – Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Logan worked as an Analyst for Amherst Holdings in Austin, TX where he was involved in portfolio management, acquisition/development underwriting, and market level reporting of SFR assets nationwide.  Logan holds a B.B.A. in Real Estate from The University of North Carolina at Chapel Hill – Kenan Flagler Business School.


  • Our Team

    Bill Sanders

    Analyst - Investor Relations

    Bill Sanders, Analyst – Investor Relations, is responsible for supporting the Investor Relations Team. This includes assisting with client reporting and managing fund data.  Prior to joining Virtus, he worked for two years as an Associate at Dimensional Fund Advisors, where he supported the client services teams to build, maintain and strengthen global client relationships.  Bill holds a B.S. in Economics from the University of Houston.

    Bill Sanders headshot

  • Our Team

    Sam Scherer

    Vice President - Investor Relations

    Sam Scherer, Vice President – Investor Relations, is responsible for the firm’s capital development efforts and is committed to building strong relationships with investors and partners. Before joining Virtus, he served as the Director of Strategic Development at Vali Cyber, a venture-backed startup company, where he was responsible for developing and executing strategies to drive revenue. Sam was also an Infantry Officer and Army Ranger in the U.S. Army, serving in several units, including the 75th Ranger Regiment. Sam holds a B.S. in Industrial Engineering from Purdue University and an M.B.A. from The University of Texas at Austin.

    Sam Scherer headshot

  • Our Team

    Julia Scullion

    Manager - Property Accounting

    Julia Scullion, Manager – Property Accounting is a responsible for reviewing and analyzing financial data from investment properties and has over three years of accounting experience. Prior to joining Virtus, Julia was an Audit Associate at Grant Thornton where she was responsible for auditing the financial statements for various companies. Julia also worked for Asset Plus Companies where she managed the full accounting cycle for student housing properties. Julia received a B.B.A. in Accounting from Sam Houston State University.


  • Our Team

    Megan Shah

    Director – Investor Relations

    Megan Shah, Director – Investor Relations, is responsible for leading the Firm’s relationship management, investor reporting, operational due diligence, and marketing efforts, as well as providing support to the Firm’s capital raising initiatives.  Mrs. Shah has a decade of experience in client service and Fund reporting.  Prior to joining Virtus, Mrs. Shah served in a similar capacity on the Investor Relations team at CapRidge Partners, a value-add commercial real estate investment firm.  Other prior experience includes supporting the Investor Relations and Marketing team at Carlson Capital and serving as an Analyst on the Global Wealth Management team at BBVA (now PNC).  Mrs. Shah holds a B.S. in Applied Mathematics and a Minor in Finance from Auburn University.


  • Our Team

    Shalini Stockmans

    Data Analytics

    Shalini Stockmans, Data Analytics, is responsible for optimizing business operations, data cleaning and engineering, overseeing integration of data visualization, and implementing creative technical solutions for the Virtus team. She is currently completing her B.S. in Mathematics, with a Minor in Business and Certificates in Computer Science, Data Science, and Applied Statistical Modeling from The University of Texas at Austin (‘24).

    Shalini Stockmans headshot

  • Our Team

    Austin Summy

    Director - Asset Management

    Austin Summy, Director – Asset Management, is responsible for identifying investment opportunities, performing in-depth underwriting, and conducting market studies. Since joining Virtus in 2015, Austin has played a key role in executing over $250m of acquisitions and developments across the United States. In the two years prior to joining Virtus, Austin was an acquisitions analyst at a Dallas-based multifamily owner-operator where he was instrumental in helping the acquisitions team purchase 6,842 multifamily units with a cumulative deal value of just under $300 million. Mr. Summy is a member of the ASHA Rising Leaders Program. He graduated from the University of Texas in 2013 with a B.B.A. in Finance.


  • Our Team

    Alana Szilagyi

    Associate - Acquisitions

    Alana Szilagyi, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research and due diligence for multifamily and student housing investments nationwide.  Prior to joining Virtus, Alana worked as an Associate at Crow Holdings in Dallas, Texas, where she managed a 6 million square foot Logistics Portfolio and assisted in the evaluation and execution of strategic joint ventures across the U.S.  Alana holds a B.B.A. in Finance and a Certificate in Real Estate from The University of Texas at Austin.


  • Our Team

    Amy Terrazas

    CPA, Fund Controller

    Amy Terrazas, CPA, Fund Controller, is responsible for managing the production and analysis of the consolidated financial statements for each Virtus Fund.  In this role, she is focused on reviewing all aspects of the consolidated financial statements and working with the fund administrator, auditors, and tax preparers to ensure accurate reporting.  She also manages the production of the Corporate and Promote financial statements and tax returns.  Prior to joining Virtus, Ms. Terrazas worked as the Financial Reporting Manager for Tarragon Realty Investors, Inc., an advisor for two publicly traded REIT’s with total assets of $400 million.  Previous experience also includes time spent in the Financial Reporting department at Southwest Airlines Co. as well as working as an auditor at Fisk and Robinson, P.C., a public accounting firm in Dallas, TX.  Ms. Terrazas received her B.B.A. in Accounting from Texas A&M University.


  • Our Team

    Julie Terry

    Transaction Coordinator

    Julie Terry, Transaction Coordinator, works with all business units to insure all pre and post-closing requirements are met.  She works closely with General Counsel, and provides title and survey review, title research, document review, and drafting of legal documents.  Julie has 25 plus years of title, real estate, and closing coordinator experience.


  • Our Team

    Harrison Yeager

    Analyst – Acquisitions and Asset Management

    Harrison Yeager, Analyst – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Harrison received his B.B.A. in Finance and Real Estate and his M.S. in Real Estate and Urban Land Economics from The University of Wisconsin – Madison.


  • Our Team

    Itzmi Yosioka

    Senior Manager – Fund Accounting

    Itzmi Yosioka, Senior Manager – Fund Accounting, is responsible for the accounting operations and financial reporting of investment funds and investors.  Her previous experience includes commercial real estate and property accounting working for Prologis in the U.S. and Latin America. Ms. Yosioka earned her B.B.A. from The University of Texas at El Paso and currently pursuing the Texas certification of public accountancy.

  • Alastair Barnes headshot

    Alastair Barnes

    Assistant Vice President – Acquisitions and Asset Management

    Alastair Barnes, Assistant Vice President – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, preparing investment committee presentations, and providing asset level performance and valuations for Virtus’ healthcare efforts. Prior to joining Virtus, Alastair worked as an Analyst within the Debt and Equity team at Jones Lang LaSalle in Austin, TX. Alastair received a B.A in Business Administration with a concentration in Finance from Fordham University, where he was an intercollegiate athlete in Tennis.

  • Russell Brown headshot

    Russell Brown

    Managing Director

    Russell Brown, Managing Director, is based in Charlotte and leads healthcare investing in the Eastern U.S. as well as Self-Storage nationally.  Previously, Mr. Brown led acquisitions for National Storage Affiliates, a public REIT based in Denver with a unique decentralized business model, and prior to that led investments and capital markets for Flagship Healthcare Properties, a private REIT manager and operator in Charlotte.  Mr. Brown has built and led multiple investment teams that have closed over 120 transactions totaling $1.4 billion in value.  He earned an MBA from Duke University’s Fuqua School of Business and graduated with honors from the University of North Carolina at Charlotte.  He has also participated in the Real Estate Management Program at Harvard Business School.

  • Charlie Burke

    Associate - Investor Relations

    Charlie Burke, Associate – Investor Relations, is responsible for supporting firm leadership in capital raising initiatives.  In this capacity, he assists with fund reporting and investment communication efforts.  He also helps with managing property and fund data to produce portfolio analytics for firm-wide analysis.  Prior to joining Virtus, he worked for two years as an Associate at Dimensional Fund Advisors, where he aided in strategic relationship development among investment advisory clients and prospects.  Charlie holds a B.A. in Statistics, with an Econometrics concentration, from the University of Virginia.

  • Michael Casey headshot

    Michael Casey

    Managing Director – Asset Management

    Michael Casey, Managing Director – Asset Management, has worked in commercial real estate for almost 30 years. Prior to joining Virtus, Michael was a Director of Portfolio Management at Arcapita, an international private equity firm focused on originating, structuring, executing and managing institutional U.S. real estate investments, including 80 senior living assets. During his ten years at Arcapita, Michael was responsible for overseeing all aspects of asset management including day to day and strategic supervision of operating partners, loan and Joint Venture restructurings and investment dispositions for Arcapita’s $5.0 billion U.S real estate portfolio. Prior to Arcapita, Mr. Casey spent more than five years in senior asset management roles at each of the Morgan Stanley Real Estate Funds and Starwood Capital Group. Throughout his career, Mr. Casey has asset personally managed, financed, refinanced and disposed of over $7 billion of real estate across all major product types and various geographies. Mr. Casey has a B.S. in Business Administration from The State University of New York at Buffalo with concentrations in accounting and finance.

  • Josh Colter headshot

    Josh Colter

    Managing Director – Acquisitions

    Josh Colter, Managing Director – Acquisitions, is responsible for the firm’s multifamily investing efforts, with a focus on conventional, market-rate, and workforce housing.  In this capacity, he will focus on executing the firm’s investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing.  Josh brings over 17 years of domestic and international experience in private equity, equity derivatives trading, and real estate investing, having closed over $2 billion of multifamily transactions.  Most recently, Josh co-led acquisitions for a national sponsor/operator within multifamily.  Josh holds a double master’s degree from EDHEC Business School in Financial Economics and Risk and Investment Management.  Prior to business school, Josh worked on Wall Street as an investment banker and completed his undergraduate studies in finance at the University of Central Florida.  He is an active member of the National Multifamily Housing Council (NMHC) and participates in annual fundraising for Best Buddies International.

  • Tosha Daugherty

    Executive Assistant to the CIO & Investment Team

    Tosha Daugherty, Executive Assistant to the CIO and Investment Team, is responsible for providing administrative support, including scheduling and correspondence.  Tosha is a seasoned Executive Assistant with 10 years in the field.  Prior to joining Virtus, she worked as an executive assistant for Calvin Klein’s VP of Retail in New York City.  Having held positions in retail, Tosha has a strong ability to maximize efficiency and multitask in a fast-paced environment.  Originally from New York, she moved here to escape the cold and for new opportunities.  Tosha attended Columbus College of Art & Design in Columbus, OH with a focus on graphic design and photography.

  • Lori Delabruere

    Director – Property Accounting

    Lori Delabruere, Director – Property Accounting, is responsible for reviewing and analyzing the financial accounting data from the firm’s investment properties. She is part of the acquisition, asset management, and disposition process and works with these departments to provide an accounting perspective for the properties and the fund.  Prior to joining Virtus in 2014, Lori worked as a Property Accountant for American Campus Communities for three years. There she was responsible for preparing and analyzing the monthly financial statements for 16 student housing properties. Prior to American Campus Communities, Lori worked for two years as Controller’s Assistant for ReArch Company, a company focusing in development, construction, and property management services. Lori received her B.S. in Accounting from Champlain College.

  • Elva Figueroa headshot

    Elva Figueroa

    Office Administrator

    Elva Figueroa, Office Administrator, is responsible for the day-to-day operations and management of the office.  Elva provides support for the Accounting and Operations departments, and she has more than ten years of experience in customer service.  Elva believes her professional strengths are rooted in human interactions and her time spent living in Central America.  Having worked at the Houston Police Credit Union and the Texas Hospital Association gives her an ability to tailor services for the needs of the clientele.  She received a BA in Political Science from Texas State University and is a Houston native.

  • Cameron Fiorita

    Associate – Acquisitions

    Cameron Fiorita, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research, and due diligence for multifamily and student housing investments nationwide. Prior to joining Virtus full-time, Cameron worked as an Originations & Production Analyst for Lument Capital in Columbus, OH.  Cameron holds a B.S.B.A. in Finance and a B.S.B.A in Real Estate & Urban Analysis from The Ohio State University.

  • Max Hand

    Vice President – Acquisitions

    Max Hand, Vice President – Acquisitions, is responsible for underwriting, financial analysis, market research and due diligence for multifamily and student housing investments nationwide. Prior to joining Virtus, Max worked as an Associate for Goldman Sachs in Dallas, TX where he sourced and structured financings for real estate acquisitions and developments across all asset classes. Max holds a B.B.A. in Finance and B.A. in Economics from The University of Texas at Austin and a M.B.A. in Finance and Real Estate from Southern Methodist University.

  • Dylan Harris

    Associate - Acquisitions

    Dylan Harris, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research, and due diligence for multifamily and student housing investments nationwide.  Prior to joining Virtus, Dylan worked as a Portfolio & Asset Management Analyst for DWS Group (RREEF) in San Francisco, CA.  Dylan holds a B.B.A. in Finance from The University of Texas at Austin.

  • Pat Hartigan headshot

    Pat Hartigan

    Executive Assistant to the CEO

    Pat Hartigan, Executive Assistant to the CEO, is thrilled to be joining the team at Virtus.  He has supported the Executive Leadership Team at various organizations including Publicis Groupe, The New York Philharmonic, Love PR, and Princess Cruises, as well as serving as an Estate Manager.  Prior to his career as an Executive Assistant, Patrick had a 20 year career as a professional performer.  At 11 years old, he left home to join the American Boychoir as a boy soprano, performing in 42 states and 17 countries, singing with Beyoncé at the 77th Academy Awards, and winning the elusive Grammy Award with the ensemble, among other highlights.  Patrick earned his Bachelor of Music degree in Opera Performance at the University of North Carolina at Greensboro, which led him to being a finalist on season 2 of the vocal competition tv series, XFactor and as a Warbler on the hit TV Show, Glee.  Volunteer/ Philanthropic membership includes: Austin Pets Alive!, St. Edwards University Young Artist Mentor, Soka Gakkai International (SGI), & Equality Texas.

  • Tyrone Graves III

    Property Accountant

    Tyrone Graves III, Property Accountant is responsible for reviewing and analyzing financial data from investment properties.  Prior to joining Virtus, Tyrone worked at Enterprise Holdings as a Senior Staff Accountant where he was responsible for preparing and overseeing the financials for numerous Enterprise Rent-A-Car branch locations within the Central and West Texas region. Tyrone holds a Masters of Professional Accountancy and a B.B.A. in Accounting from Stephen F. Austin State University.

  • Keith Innes

    Managing Director

    Keith Innes, Managing Director, is responsible for leading the oversight and management of the firm’s institutional relationships.  Prior to joining Virtus, Keith was a private markets business development professional at Fiera Capital, (New York and London) a global asset management firm, covering a diverse range of institutional investors.  While at Fiera UK, Keith oversaw the firm’s UK real estate fund distribution.  Keith has been in the industry for 35 years and started his career on the fixed income desk of Lehman Brothers, where he worked in London, Hong Kong, Tokyo, and New York.  He has an MA in Political Economy with Honours from the University of Glasgow.

  • Jake Katzen

    Vice President – Acquisitions

    Jake Katzen, Vice President – Acquisitions, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and preparing investment committee presentations.  Prior to joining Virtus, Jake worked as an analyst for the BVA Group providing financial and litigation services for diverse entities throughout an array of industries.  Jake graduated from The University of Texas at Austin with a M.P.A. and a B.B.A. in Finance with Honors.

  • Christopher Kott headshot

    Christopher Kott

    Managing Director – Acquisitions

    Christopher Kott, Managing Director – Acquisitions, is responsible for the firm’s multifamily investing efforts including student housing and workforce housing. He is responsible for executing investment strategy, sourcing joint venture partners and investment opportunities, and managing all aspects of underwriting, market research, due diligence, and closing. Prior to joining Virtus, Christopher was an Analyst at Bank of America Merrill Lynch. Christopher is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Club of the Austin Area. Christopher holds a B.A. in Finance from North Carolina State University.

  • Michelle Lackey headshot

    Michelle Lackey

    Transaction Coordinator

    Michelle Lackey, Transaction Coordinator, is responsible for managing all aspects involved in property acquisitions, property dispositions, and loan closings. She works closely with the General Counsel and all business units to facilitate pre and post-closing matters. Michelle has 15 years of experience as a paralegal in residential and commercial real estate. She holds an A.A.S in Paralegal Studies from Austin Community College.

  • Andrew Landram

    Senior Associate – Asset Management

    Andrew Landram, Senior Associate – Asset Management, is responsible for the oversight, operating performance, and valuations for a selection of assets within Virtus’ portfolio of multifamily, student housing, self-storage, and education assets.  Prior to joining Virtus, Andrew worked as an Investment Analyst raising equity and debt capital for age-restricted multifamily development (Active Adult) at Sparrow Partners in Austin, Texas and originating multifamily construction loans at a regional commercial bank in Seattle, WA.  Andrew holds dual B.A.s in Accounting and Business Administration – Finance Concentration from Western Washington University.

  • Zach Mallow

    Director – Research

    Zach Mallow, Director – Research, is responsible for ensuring that investment underwriting includes the best and most accurate demographic and economic data from primary sources and that all business sectors are kept abreast of relevant secondary research sources. In addition, he develops the firm’s proprietary market-ranking models and conducts the firm’s investigations into new property types or sub-strategies for investment. Before joining Virtus, he served in a research capacity for a developer and operator of hotels in New York City and as a project manager for a residential design-build contractor in New Orleans. He holds a M.B.A. from the MIT Sloan School of Management and a B.A. (Major in Architecture) from Columbia University.

  • Derek McDaniel

    Director – Construction Management

    Derek McDaniel, Director – Construction Management, is responsible for acquisitions and asset management support with feasibility reviews, due diligence, construction progress monitoring, budget oversight, and schedule analysis of development and value-add projects. Since joining Virtus in 2016, Derek been involved with more than $260 million of construction projects. Prior to joining Virtus, Derek worked for SpawGlass Contractors for ten years where he was a Project Executive. Derek’s roles have included estimating, superintendent, project management, and project executive experience on over $300 million in commercial construction projects. His background includes senior living, student housing, storage, higher education, science and engineering, parking structures, shell office and K-12 projects. Derek has experience in estimating, pre-construction services, budget development and management, scheduling, construction logistics, contract management and client relations. Mr. McDaniel received his B.S. in Construction Science from Texas A&M University and is a LEED Accredited Professional.

  • Christy McGuire

    Accounts Payable Specialist

    Christy McGuire, Accounts Payable Specialist, is responsible for processing invoices, issuing payments including tax payments, treasury management, reconciling accounts, assisting with month-end and quarterly close, as well as processing and paying expense reports, and managing the corporate credit card expenses. She has been with Virtus for six years. Ms. McGuire began her career in education, teaching in public schools. She transitioned into the accounting world by processing tax returns for a local CPA firm. She has served as Treasurer on the board of a booster club and serves as a volunteer for many of her children’s activities. She holds a B.S. in Education from Southwest Texas State University.

  • Matthew McKee

    Manager - Construction Manager

    Matthew McKee, Manager – Construction Management, is responsible for asset management support with oversight on multiple value-add and development deals.  Matthew’s responsibilities range from construction progress monitoring, budget management, and schedule analysis of both development and value-add projects.  Prior to joining Virtus, Matthew worked for Harvey-Cleary Builders and Bartlett Cocke General Contractors as an Assistant Project Manager.  His background includes precast parking structures, multi-family, shell office, tenant improvements, and K-12 projects.  Matt has experience in estimating, budget development and management, scheduling, and contract management.  Mr. McKee received his B.S. in Construction Management from Arizona State University.

  • Max Menefee headshot

    Max Menefee

    Analyst - Portfolio Analytics

    Max Menefee, Analyst – Portfolio Analytics, is responsible for supporting leadership in producing firm-wide portfolio analytics.  Additionally, he aids the firm’s capital raising efforts by assisting in fund reporting and investment communication.  Prior to joining Virtus, Max worked as a Development Analyst at Urban Genesis in Austin, Texas, where he assisted in the evaluation and execution of the firm’s multifamily developments and managed property-driven data for delivered projects.  Max holds a BBA in Finance with a concentration in Real Estate from the University of Texas at Austin.

  • Lucie Morren

    Associate – Investor Relations

    Lucie Morren, Associate – Investor Relations, is responsible for supporting the Investor Relations Team. This includes providing assistance in fund reporting and communications, as well as addressing questions from existing clients. Prior to joining Virtus, Lucie spent four years as an Investor Relations Analyst at Commerce Street Holdings in Dallas, TX. Ms. Morren holds a B.B.A. in Accounting from Texas Tech University.

  • Nick Mueller

    Managing Director - Asset Management

    Nick Mueller, Managing Director – Asset Management, is responsible for the oversight and performance of Virtus’ portfolio of multifamily, student housing, self-storage, and education assets. In his role, Nick is deeply involved with developing strategy, executing each asset’s business plan, and ultimately disposing of assets at the right time in order to maximize returns.  Prior to joining Virtus, Nick was an Analyst at Bank of America Merrill Lynch.  Nick is a founding member of Club Blue of the Austin Area, a non-profit organization that supports the Boys and Girls Clubs of the Austin Area.  Nick holds a B.B.A. in Finance from The University of Texas at Austin.

  • Elizabeth Pence

    Firm Controller

    Elizabeth Pence, Firm Controller, is responsible for all aspects of corporate accounting including financial reporting, monthly close, treasury management, financial planning and analysis as well as payroll and benefits.  Ms. Pence began her career as an auditor for Price Waterhouse Coopers and then supervised corporate accounting at Southwest Airlines in Dallas. She has served as Treasurer on the board of various Parent Teacher Organizations as well as National Charity League in Austin.  Ms. Pence holds a B.B.A. in Accounting from The University of Texas at Austin and is a Certified Public Accountant.

  • Matt Powers

    Vice President – Acquisitions

    Matt Powers, Vice President – Acquisitions, is responsible for underwriting, financial analysis and comprehensive market research for student housing and multi-family markets nationwide. Prior to joining Virtus, Matt worked as a Credit Analyst for Bank of America Merrill Lynch in Houston, TX where he was involved in the structuring, underwriting, and monitoring of corporate debt products for companies across all industries.  Matt holds a B.B.A. in Finance and Minor in Accounting from The University of Texas at Austin.

  • Tyler Remmers

    Associate – Acquisitions and Asset Management

    Tyler Remmers, Associate – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Tyler worked as an analyst for the development team at Capri Communities in Milwaukee, WI.  Tyler holds a B.B.A. in Finance and Real Estate and an M.S. in Real Estate from The University of Wisconsin-Madison.

  • Taylor Robertson

    Senior Fund Accountant

    Taylor Robertson, Senior Fund Accountant, is responsible for supporting the Fund Management Team. Prior to joining Virtus full-time, Ms. Robertson interned at Virtus by providing support for the Fund Management team. Ms. Robertson holds a B.B.A. in Accounting from St. Edward’s University.

  • Logan Rocco

    Analyst - Asset Management

    Logan Rocco, Analyst – Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Logan worked as an Analyst for Amherst Holdings in Austin, TX where he was involved in portfolio management, acquisition/development underwriting, and market level reporting of SFR assets nationwide.  Logan holds a B.B.A. in Real Estate from The University of North Carolina at Chapel Hill – Kenan Flagler Business School.

  • Bill Sanders headshot

    Bill Sanders

    Analyst - Investor Relations

    Bill Sanders, Analyst – Investor Relations, is responsible for supporting the Investor Relations Team. This includes assisting with client reporting and managing fund data.  Prior to joining Virtus, he worked for two years as an Associate at Dimensional Fund Advisors, where he supported the client services teams to build, maintain and strengthen global client relationships.  Bill holds a B.S. in Economics from the University of Houston.

  • Sam Scherer headshot

    Sam Scherer

    Vice President - Investor Relations

    Sam Scherer, Vice President – Investor Relations, is responsible for the firm’s capital development efforts and is committed to building strong relationships with investors and partners. Before joining Virtus, he served as the Director of Strategic Development at Vali Cyber, a venture-backed startup company, where he was responsible for developing and executing strategies to drive revenue. Sam was also an Infantry Officer and Army Ranger in the U.S. Army, serving in several units, including the 75th Ranger Regiment. Sam holds a B.S. in Industrial Engineering from Purdue University and an M.B.A. from The University of Texas at Austin.

  • Julia Scullion

    Manager - Property Accounting

    Julia Scullion, Manager – Property Accounting is a responsible for reviewing and analyzing financial data from investment properties and has over three years of accounting experience. Prior to joining Virtus, Julia was an Audit Associate at Grant Thornton where she was responsible for auditing the financial statements for various companies. Julia also worked for Asset Plus Companies where she managed the full accounting cycle for student housing properties. Julia received a B.B.A. in Accounting from Sam Houston State University.

  • Megan Shah

    Director – Investor Relations

    Megan Shah, Director – Investor Relations, is responsible for leading the Firm’s relationship management, investor reporting, operational due diligence, and marketing efforts, as well as providing support to the Firm’s capital raising initiatives.  Mrs. Shah has a decade of experience in client service and Fund reporting.  Prior to joining Virtus, Mrs. Shah served in a similar capacity on the Investor Relations team at CapRidge Partners, a value-add commercial real estate investment firm.  Other prior experience includes supporting the Investor Relations and Marketing team at Carlson Capital and serving as an Analyst on the Global Wealth Management team at BBVA (now PNC).  Mrs. Shah holds a B.S. in Applied Mathematics and a Minor in Finance from Auburn University.

  • Shalini Stockmans headshot

    Shalini Stockmans

    Data Analytics

    Shalini Stockmans, Data Analytics, is responsible for optimizing business operations, data cleaning and engineering, overseeing integration of data visualization, and implementing creative technical solutions for the Virtus team. She is currently completing her B.S. in Mathematics, with a Minor in Business and Certificates in Computer Science, Data Science, and Applied Statistical Modeling from The University of Texas at Austin (‘24).

  • Austin Summy

    Director - Asset Management

    Austin Summy, Director – Asset Management, is responsible for identifying investment opportunities, performing in-depth underwriting, and conducting market studies. Since joining Virtus in 2015, Austin has played a key role in executing over $250m of acquisitions and developments across the United States. In the two years prior to joining Virtus, Austin was an acquisitions analyst at a Dallas-based multifamily owner-operator where he was instrumental in helping the acquisitions team purchase 6,842 multifamily units with a cumulative deal value of just under $300 million. Mr. Summy is a member of the ASHA Rising Leaders Program. He graduated from the University of Texas in 2013 with a B.B.A. in Finance.

  • Alana Szilagyi

    Associate - Acquisitions

    Alana Szilagyi, Associate – Acquisitions, is responsible for underwriting, financial analysis, market research and due diligence for multifamily and student housing investments nationwide.  Prior to joining Virtus, Alana worked as an Associate at Crow Holdings in Dallas, Texas, where she managed a 6 million square foot Logistics Portfolio and assisted in the evaluation and execution of strategic joint ventures across the U.S.  Alana holds a B.B.A. in Finance and a Certificate in Real Estate from The University of Texas at Austin.

  • Amy Terrazas

    CPA, Fund Controller

    Amy Terrazas, CPA, Fund Controller, is responsible for managing the production and analysis of the consolidated financial statements for each Virtus Fund.  In this role, she is focused on reviewing all aspects of the consolidated financial statements and working with the fund administrator, auditors, and tax preparers to ensure accurate reporting.  She also manages the production of the Corporate and Promote financial statements and tax returns.  Prior to joining Virtus, Ms. Terrazas worked as the Financial Reporting Manager for Tarragon Realty Investors, Inc., an advisor for two publicly traded REIT’s with total assets of $400 million.  Previous experience also includes time spent in the Financial Reporting department at Southwest Airlines Co. as well as working as an auditor at Fisk and Robinson, P.C., a public accounting firm in Dallas, TX.  Ms. Terrazas received her B.B.A. in Accounting from Texas A&M University.

  • Julie Terry

    Transaction Coordinator

    Julie Terry, Transaction Coordinator, works with all business units to insure all pre and post-closing requirements are met.  She works closely with General Counsel, and provides title and survey review, title research, document review, and drafting of legal documents.  Julie has 25 plus years of title, real estate, and closing coordinator experience.

  • Harrison Yeager

    Analyst – Acquisitions and Asset Management

    Harrison Yeager, Analyst – Acquisitions and Asset Management, is responsible for assisting in the underwriting and due diligence for prospective properties, conducting market and industry research, and providing asset-level performance and valuation for Virtus’ healthcare assets.  Prior to joining Virtus, Harrison received his B.B.A. in Finance and Real Estate and his M.S. in Real Estate and Urban Land Economics from The University of Wisconsin – Madison.

  • Itzmi Yosioka

    Senior Manager – Fund Accounting

    Itzmi Yosioka, Senior Manager – Fund Accounting, is responsible for the accounting operations and financial reporting of investment funds and investors.  Her previous experience includes commercial real estate and property accounting working for Prologis in the U.S. and Latin America. Ms. Yosioka earned her B.B.A. from The University of Texas at El Paso and currently pursuing the Texas certification of public accountancy.