Overview
Virtus focuses exclusively on needs-based sectors, such as Healthcare, Education, Storage and Middle-Income Workforce Housing. Within these cycle-resilient sectors, Virtus actively invests across the risk spectrum, from stabilized core and core-plus investments, to value-add and opportunistic ones.
History
While Virtus has remained consistent in its general mandate and philosophy, the Firm has evolved materially in scale, strategy, and execution since its inception.
Mission
We are hands-on, data-driven, curious investors who consistently deliver compelling results that benefit all stakeholders, agnostic to market cycles.
Vision
To foster thriving communities that empower people to live better lives.
Leadership
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 and Senior Managing Director
Kevin White, Chief Investment Officer and Senior Managing Director, 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 eighteen-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.
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.
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
Vice President – Acquisitions and Asset Management
Alastair Barnes, 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
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
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.
Mitchell Clouse
Portfolio & Data Analytics Associate
Mitchell Clouse, Portfolio & Data Analytics Associate, is responsible for overseeing data strategy, business intelligence, and fund modeling for the firm. Prior to joining Virtus, Mitchell worked on the development team at Sparrow Partners, one of the nation’s leading developers of Active Adult (55+) apartments. He also has previous experience in multifamily lending and LIHTC development. Mitchell holds a B.B.A. in Finance from The University of Texas at Austin.
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
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.
Colin Gregory
Senior Associate – Asset Management
Colin Gregory, Senior Associate – Asset Management, is responsible for the oversight, operating performance, and valuations for a selection of Virtus’ medical outpatient and life sciences assets. Prior to rejoining Virtus, Colin worked at Nuveen Real Estate, managing a portfolio of retail assets across the country as well as assisting with retail acquisitions in the Southeast. Colin holds a B.B.A. in both Finance and Economics from Gonzaga University as well as a Master’s in Real Estate Finance and Development from The University of North Carolina at Charlotte.
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
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.
Elizabeth Hughes
Analyst – Investor Relations
Elizabeth Hughes, 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, Elizabeth worked as an Analyst and Associate at Dimensional Fund Advisors, supporting their global client services teams through strategic relationship development and management. Elizabeth holds a B.A. in Anthropology and a B.S. in the Environmental Sciences, along with a minor in Digital Marketing, from the University of Notre Dame.
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.
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.
Derek McDaniel
Director – Construction Management
Derek McDaniel, Director – Construction Management, joined Virtus in 2016 and is responsible for construction management across all asset classes and C1 Development. His roles include the planning, development and oversight of construction teams, contracts, budgets, and schedules on new development and capital projects as well as assisting acquisitions and asset management in construction related risk assessment and underwriting. Since joining Virtus, Derek has been involved with over $1.3B in development and construction projects in markets across the US. Prior to joining Virtus, Derek worked for an ENR top 150 commercial general contractor with roles as estimator, superintendent, project manager, and project executive. His project experience includes multifamily, student housing, senior living, higher education, STEM, healthcare, life sciences, parking structures, office, infrastructure, central plants, and K-12. Throughout his career Derek has been involved with over 5,400 residential units of new construction and 3,200 units of value-add residential construction. Derek received a B.S. in Construction Science with a Minor in Business 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.
Raquel Methvin
Property Accountant
Raquel Methvin, Property Accountant, is responsible for reviewing and analyzing the financial accounting data from the firm’s investment properties. Prior to joining Virtus, Raquel worked at Ernst & Young as an Auditor for two years. There, she was responsible for providing financial statement audit services for a variety of clients, consisting of multinational, Fortune 500, publicly traded, and private companies. Raquel received her Master’s degree in Accountancy, as well as her Bachelor’s degree in Accountancy with a Minor in Economics from the University of Mississippi.
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.
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
Vice President
Sam Scherer, Vice President, 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.
Sky Sgovio
Associate Vice President – Asset Management
Sky Sgovio, Associate Vice President – Asset Management, is responsible for the oversight and performance of Virtus’ multifamily, student housing, self-storage, and education assets. Prior to rejoining Virtus, Sky was a Vice President at Montgomery Street Partners, a private equity firm focused on originating, structuring, and managing programmatic GP equity co-investments and corporate-level investments in real estate operating companies. Prior to MSP, Sky started his career with Virtus in the healthcare asset management group. Sky holds a B.A. in Economics from The University of Texas at Austin.
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.
Haydan Solis
Analyst – Acquisitions and Asset Management
Haydan Solis, 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’ alternative multifamily assets. Prior to joining Virtus, Haydan received his B.B.A. in Finance with a concentration in Real Estate from The University of Texas at Austin.
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 holds 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.
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.
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.
Matt Womble
Associate – Asset Management
Matt Womble, Associate – Asset Management, is responsible for strategy execution and performance oversight across a portfolio of Virtus’ multifamily, student housing, and self-storage assets. Prior to joining Virtus, Matt was an associate at Aspen Heights Partners, where he led underwriting and due diligence for the BTR platform and managed a portfolio of multifamily and student housing assets. Matt holds a B.A. in Quantitative Social Sciences from Dartmouth College, where he was a member of the men’s rowing team. He is a founding member of the Young Real Estate Society in Austin.
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.