Transwestern today announced the addition of investment services expert Luke Lee to its capital markets group. As a vice president based in Phoenix, Lee will offer investment services to institutional and private investors for the acquisition, disposition and recapitalization of commercial real estate assets.
Specializing in the healthcare and office sectors, Lee will also provide regional and national clients with real estate banking services, such as debt financing and equity investments. With more than 15 years of experience as a financial and real estate professional, Lee also brings valuable REIT industry experience to Transwestern, as he has sourced and closed more than $500 million in acquisitions.
“Luke is a tremendous addition to our capital markets team,” said Transwestern Senior Vice President Larry Pobuda. “He is well-versed in the principal side of the commercial real estate industry and with his financial background he has the ability to offer an advantageous perspective when analyzing investment opportunities. His expertise in healthcare and other major product types fits right into our highly responsive approach to serving our clients and anticipating key market trends.”
“The opportunity to join Transwestern was attractive to me for a number of reasons,” said Lee. “I was strongly drawn to the culture. Transwestern encourages creative thinking in order to offer the best investment strategies for our clients. Combined with our full platform of services – from structured finance to leasing and property management – we can handle a client’s investment needs from start to finish.”
Prior to joining Transwestern, Lee served as vice president of acquisitions at Carter Validus Mission Critical REIT and as acquisitions manager at Healthcare Trust of America (HTA), a publically traded REIT. Before HTA, he earned his appraisal license as a valuation manager at CB Richard Ellis, providing valuation and advisory services for existing and proposed commercial properties including retail, office, multifamily, industrial, hotels and special-use projects. Additionally, Lee achieved his Certified Public Accountant designation during his tenure at Ernst & Young LLP, where he was a manager with the firm’s real estate advisory group. Lee began his career at Raymond James where he attained his Series 7 and 63 licenses as a financial analyst.
Lee received a bachelor’s degree in finance from Arizona State University and a master’s degree in accountancy from the University of Notre Dame, where he graduated with honors.