A visual of Rob’s career progression as an entrepreneur and CRE tech innovator
Founded Defease With Ease
Pioneering the industry and still the defeasance market leader
Sold Defease With Ease
To Boston-based private equity firm, while retaining partial ownership and staying on as chairman
Established TCAM Asset Management
Bringing cutting-edge asset management, advisory, and consulting services to stakeholders and financiers in affordable housing
Forged R.J. Finlay & Co
Creating a full-service CRE holding and operating firm with a diverse portfolio extending across the U.S.
Built QuietStream Financial joint venture with Summit Partners
Assembling a forward-thinking investment firm serving CRE stakeholders with a portfolio of innovative solutions
TCAM sold to QuietStream Partners
Accomplishing a lucrative transfer while continuing as partial owner and chairman
Invested in RadianGEN
Taking a stake in solar asset management services and software supporting utility, commercial, and residential projects
Created Fairview Real Estate Solutions
Built to offer advanced surveillance, research, and independent underwriting for commercial mortgage-backed securities
Founded EntityKeeper
Devising a groundbreaking cloud-based application for managing, maintaining, and visualizing legal entity information in a secure environment
RadianGen sold
Making a profitable exit through a growth equity investment by Solar Plus International
Fairview Real Estate Solutions sold
To an underwriting data and a mortgage software company, concluding another successful exit
Invested in Mobile-Shop Company
Sponsoring an efficient and streamlined mobile maintenance solution for diverse businesses and industries
TCAM sold to MRI
Marking yet another successful exit to a major player in the CRE tech field
Founded Lyra Intel
Creating the first comprehensive cloud-based CRE tech solution engineered to increase tenant retention and boost NOI
Created the Kaboodle app
To simplify property management and improve relationships and communications with tenants
Reacquired Defease With Ease
With a 100% equity position
Established SaaSTrax
Implementing an automated subscription tracking solution and SaaS management platform
Brought Lobby CRE to market
To provide a secure data management and consumption solution for aggregating, storing, and maximizing the value of property data
Launches Thirty Capital
Creating a unique portfolio incubator dedicated to CRE and technology-driven solutions
IMS Sold to RealPage
Executing a successful exit to a global real estate software provider
Expansion Through Partnerships
Partnership agreements with SOFR with Ease, Entity Keeper Corporate Services, and IREM Industry Benchmark Platform