As Vice President of Investments, Kate shares the responsibility of managing the end-to-end process of investments activity made on behalf of the company’s value-add funds, including deal sourcing, purchase and sale negotiations, joint venture opportunity assessment, and ongoing portfolio monitoring. Kate also has an active role in maintaining stakeholder relationships by ensuring the proper valuation, reporting, and integrity of each of the firm’s active funds.
Prior to joining The Davis Companies in 2016, Kate worked as an Associate for Spear Street Capital, based out of New York, NY. In her previous role with Spear Street Capital, she led several multi-million-dollar capital improvement programs, participated in lease negotiations and underwrote new deals across the U.S. and Canada, and oversaw the dispositioning and sale negotiation process of a wide array of asset classes across several markets.
Kate’s further background experience includes investments, financial analyst, and architecture roles with Beacon Capital Partners, Columbia National Real Finance, and Perkins & Will Architecture & Planning. She received her MBA from Columbia, with a Real Estate Concentration and received her BA from UPenn, majoring in Architecture.