About

From institutional capital
to AI-native operating.

A decade in institutional private equity managing portfolios north of $20 billion. Today, operating partner at Uplift Capital — a Texas multifamily real estate private equity firm. AI-native builder of the systems that run it.

The institutional years

My career started on the institutional side of real estate private equity — acquisitions, capital markets, underwriting, and portfolio analytics across hundreds of millions in transactions. I learned how the largest operators in the country think about capital allocation, risk management, and operational efficiency.

Over a decade I helped manage portfolios exceeding $20 billion. The frameworks, discipline, and analytical rigor that govern institutional capital don't need to stay locked behind a billion-dollar AUM threshold. They work just as well — often better — at the scale where most real businesses actually operate.

Building Uplift Capital

Today I co-manage Uplift Capital, a Texas multifamily real estate private equity firm with a $140M+ portfolio across DFW and Texoma. My partners' capital and full fiduciary attention live here. I built Uplift OS — the operational intelligence platform that runs the entire operation.

Uplift OS ingests 500,000+ general ledger transactions, tracks unit economics across every door, automates rent roll analysis, comp studies, and turnover reporting. It's the kind of system a large REIT would build with a 10-person data team. I built it myself, because I knew exactly what the operation needed.

AI-native operating

Alongside Uplift, I am principal of a small portfolio of operating companies built to run on AI agents, not human management. Different verticals, same operating-system skill set.

The publicly signed work lives at Compound: bi-weekly research on Texas multifamily, REITs, and private-capital flows. Practitioner essays appear at Notes.

Capabilities

Capital and code, in the same person.

The same person who can structure capital strategy also builds the systems that run the operation. Most builders never closed a deal. Most operators can't ship code. The intersection is rare.

Financial

  • Institutional underwriting & financial modeling
  • Capital markets & investor relations
  • Tax-aware entity structuring (QSBS, cost seg, 1031)
  • Portfolio analytics & risk management
  • Bank-ready projections & term sheet preparation

Technical

  • Python, SQL, TypeScript, Next.js, Astro
  • Agentic AI workflows (Claude Code, Codex, Anthropic API)
  • AI/ML systems, LLM integration, orchestrated agents
  • ETL pipelines & data engineering
  • Dashboard & reporting platforms
  • GIS, spatial analytics, geospatial visualization

Operational

  • Process design & system implementation
  • Workflow automation & integration
  • Team training & documentation handoff
  • Vendor evaluation & technical due diligence
  • Performance measurement & KPI design

Texas, by choice.

I live on a farm in Gainesville, Texas — next door to my parents, and plan to raise my family here. I could work from anywhere, and I chose here. We raise cattle, chickens, and donkeys, and grow our own fruit and vegetables. Most mornings start outside before they start at a screen.

I also serve on the board of the Gainesville Economic Development Corporation, where I work alongside other community leaders to bring investment and opportunity to the region. The Texoma corridor and North Texas are full of businesses with real substance and real growth potential.

Read what I publish.

Bi-weekly research at Compound. Practitioner essays at Notes.