ApexOne Fund Management Team
ApexOne Investment Partners has assembled a team of motivated real estate professionals with a combined 150+ years and $10B of industry experience. We execute a disciplined approach at all times, but remain agile with the ability to capitalize on opportunities as they arise. The company culture fosters teamwork and encourages innovation. We are relentless in our pursuit of performance excellence.
Strategic Direction of the Firm and Investment Portfolio; Capital Relationships: Acquisitions and Asset Management; Partner Relationship Development
Jim serves as a Manager and member of the Investment Committee for the ApexOne Fund. He focuses on Company and Partnership strategy, capital relationships and deal sourcing. During his 30 years in the multifamily industry, Jim has closed over $4.5B of transactions and served as a national partner for Hendricks & Partners (1997-2011), Allied Realty Services (1990-1997), and Eton Financial Group (1985-1990). Jim currently serves as an active member of the National Multifamily Housing Council, National Apartment Association and Houston Apartment Association. He is active in the community, and supports Children’s Immunization Services through the Whispering Pines Golf Club and World Health Golf Association. Jim attended Gustavus Adolphus College in St. Peter, MN (1978-1982) and was named an NCAA Collegiate All-American tennis player for three consecutive years from 1980-1982. Jim is a principal with Triumph Golf, a private firm that invests in and manages golf course properties.
Strategic Direction of the Firm and Investment Portfolio; Multifamily & Student Housing Acquisitions; Asset Management; Client Communication; Partner Relationship Development
Tim serves as the Director of Acquisitions and Director of Asset Management, and is a Member of the Investment Committee for the ApexOne Fund. He focuses on Company and Partnership Strategy, Acquisitions, Dispositions and Asset Management. Tim has 27 years of real estate experience including the acquisition, finance, renovation, asset management and disposition of over 15,000 residential units, ten million square feet of industrial/warehouse space and four million square feet of retail property. Prior to joining ApexOne Investment Partners, Tim served as a Principal of Adams LaSalle Realty, a Chicago based multifamily investment sponsor where he was responsible for the firm’s acquisitions and venture partner relationships. Tim served as the Senior Vice President and Portfolio Manager of Heitman Capital, an institutional real estate investment advisor with over $25B of assets under management. His portfolio at Heitman Capital included $2B of multifamily, office, industrial and retail assets. Prior to the acquisition of JMB Realty Corporation by Heitman Capital, Tim served as Portfolio Manager for funds within JMB Institutional Realty Corporation, including JMB Group Trust V, the largest fund invested by JMB. Within these funds, Tim was responsible for a variety of large assets with values in excess of $100M each, and led the value enhancement strategies whereby the funds significantly outperformed their relevant index returns. Tim is an active member of National Multi Housing Council and the Urban Land Institute. He graduated from Western Michigan University with a BA in accounting and is a Certified Public Accountant.
Capital Markets; Direction of Investment Portfolio; Partner Relationship Development; Client Communication; and Financial Reporting & Services
Ernest serves as the Capital Markets Partner, General Manager and Member of the Investment Committee for the ApexOne Fund. He focuses on capital markets, Fund strategy and limited partner communications. Ernest has 35 years of real estate experience including 17 years as the Executive Vice President of PM Realty Group’s Capital Markets division and 10 years with JMB Property Company. During his tenure with PM Realty Group, Ernest consulted for major national healthcare systems assisting with development plans and evaluations of non-core real estate properties. Ernest is actively involved with National Multifamily Housing Council. He graduated with a Bachelor of Science in Business Administration from Auburn University (1980) and served on the Advisory Council for the Auburn Business School. Ernest was recently selected for a position on the University’s Advisory Board for the Masters of Real Estate Development Program. He also served as the Chairman of the Board of Trustees for the Lone Star Chapter of the National Multiple Sclerosis Society and is a member of their National Fundraising Hall of Fame. Ernest remains active with his college fraternity where he served as President of Pi Kappa Phi, President of Pi Kappa Phi Properties and as a member of the Board of Directors for the Ability Experience, a national philanthropy raising awareness and funding for people with disabilities. He currently serves as a Trustee of the Pi Kappa Phi Foundation.
Strategic Direction of the Firm and Investment Portfolio; Client Communication; Partner Relationship Development
Bill serves as the Business Development Partner and focuses on developing new capital relationships and limited partner communication for the ApexOne Fund. He has 37 years of real estate experience with prior positions at Colliers International (Managing Director), Hendricks & Partners (Managing Partner), JPI (Arizona Partner) Crow Western of Trammel Crow Residential and Granada Construction. As the Managing Director of Colliers International and Hendricks & Partners, Bill led the brokerage and sales divisions and introduced new innovative business disciplines still in use today. During his tenure at Crow Western of Trammel Crow, JPI and Granada Construction he was directly responsible for the development of over 9000 multifamily units. Immediately prior to joining ApexOne, Bill actively identified distressed opportunities created by the 2007 recession and led the acquisition of $100M of commercial notes. Bill is very active in the community and served eight years on the City of Phoenix Board of Adjustments. He served on the Board of Directors for CHILD Help, Anytown Arizona and the Metro YMCA Valley of the Sun. He attended and played football at William & Mary and holds a degree in Construction Engineering from Arizona State University in Tempe, AZ.
Multifamily Acquisitions; Asset Management of Fund Portfolio; Capital Analysis and Due Diligence; Client Services and Communication
David serves as Associate Director of Acquisitions and Asset Management for ApexOne. He focuses on identifying new acquisition opportunities, underwriting, closing documents, and asset management of the portfolio. Prior to joining ApexOne in 2011, David was a Financial Advisor and Marketing Specialist for major investment firms including: Merrill Lynch Wealth Management, Invesco Investments, BMC Capital LP, LMI Capital and Hines Real Estate. During his tenure at Merrill Lynch Wealth Management, David assisted small business owners, executives and high net worth retirees with financial and portfolio planning. David earned his BA from Stephen F Austin State University and holds an MBA from the University of Houston. David is active in the community including volunteer work for the local Big Brother program and Susan G Komen Breast Cancer Run/Walk of Greater Houston.
Vice President of ApexOne Investment Partners, serves as an Asset Management Officer for the ApexOne Growth & Income Funds I & II
His focus will be to execute the business plan for each asset including oversight of third party management teams, manage all capital projects to completion, maximize property revenues and NOI, and prepare and present performance reports for ApexOne and its capital partners.
Chris has 19 years of real estate experience including asset management, portfolio supervision, construction management, budgeting, performance reviews, dispositions and team leadership. Prior to joining ApexOne, Chris managed a portfolio of 8400 units across Houston, Dallas, San Antonio and El Paso for Bridge Property Management. Within the Bridge portfolio, he directed a team of three regional supervisors and managed a $30M renovation of 13 assets and prepared 11 properties for disposition. Prior to his tenure with Bridge Property Management Chris has help management and supervisory positions with US Bank Special Assets Group, Eureka Multifamily Group, Morgan Group, Lincoln Property Company and Oak Leaf Management.
Chris is active in the community and is an avid hunter and outdoorsman. He graduated in 1992 from Texas A&M University at College Station with a BS in Kinesiology and Sports Medicine.
Assistant Fund Administrator for the ApexOne Growth & Income Funds I & II
Heather joined the ApexOne team in 2016. Her primary focus is on assisting in the distribution and reporting processes of the ApexOne Growth & Income Funds I & II, maintenance of investor files, books and records, as well as managing the distribution of quarterly and annual investor reports.
Heather has 27 years of real estate experience in both multifamily and commercial property management as well as administration, budgeting, accounting, and office management. She spent 13 years with Hendricks & Partners as Branch Manager for the Houston office, and held prior positions with Pinnacle Realty Management and Insignia Commercial Group.
Heather is an active community volunteer, member of the National Charity League, Post Oak Chapter, and earned her degree from the University of Houston with a BS in Psychology.
Office Manager and Executive Assistant
Yolanda has been with ApexOne Investment Partners since July of 2016. Her duties and responsibilities include office management and administration, payroll processing, and general banking and bookkeeping for the company.
Yolanda has held prior positions with Robert Half Accounting, W.MAE Company CPA, ABM Company, AIG/VALIC, and has additional experience as a contract bookkeeper and accountant.