Saxum Names Chad DeBolt & Sean Gilbert as New Principals

Saxum Real Estate names two new principals and three other notable promotions as it grows into a national firm.

March 8, 2021: Saxum Real Estate names two new principals and three other notable promotions as it grows into a national firm.

Chad DeBolt joined Saxum as the first firm hire to assist in executing on the firm and founder’s vision to create a dynamic real estate private equity investment and development firm executing on a national scale. Chad joined Saxum as Director of Investments with a mandate to build out Saxum’s capital markets division, which successfully raised over $100 million in high net worth equity, fueling the firm’s initial acquisitions through multiple investment vehicles. Chad’s early and extensive knowledge of the Opportunity Zone legislation enabled Saxum to capitalize on a first mover advantage in the OZ fund space to secure attractive projects across multiple geographies, which quickly propelled Saxum’s growth and national expansion initiative. Chad’s role as a leader at the firm has expanded to assisting in managing and executing on the firms’ impressive growth trajectory. With over 20 professionals, Saxum has launched multiple new investment verticals while also opening a southern headquarters in Austin, TX. Saxum expects Chad to continue to play a vital senior management role and would like to congratulate him on promotion to Managing Director & Principal.

“Chad embodies what it means to be a great teammate and partner. His selflessness, team first attitude, relentless work ethic coupled with his ability to think critically and make decisions quickly make him a tremendous leader. His leadership has been a critical force to fueling the firm’s growth and success. I am personally honored to work with him every day and I am incredibly grateful for his stewardship of the firm,” Anthony Rinaldi, Founder & Managing Principal

Sean Gilbert was one of the first hires at Saxum serving as Director of Acquisitions, with responsibility for managing all origination, underwriting, financing, and closing activities for all Saxum’s acquisition and joint venture opportunities. During his tenure he successfully closed on over 30 value-add and development transactions across multiple verticals and asset types with capitalizations totaling over $1 billion and 6 million SF. Sean was instrumental in launching Saxum’s rapidly growing industrial and multifamily verticals while also executing on Saxum’s first investment strategies in transit oriented downtowns. Saxum is proud to announce Sean’s promotion to Principal, where he will continue to play a critical role heading Acquisitions while also serving as a senior leader at the firm.

“Since day one, Sean’s leadership has been instrumental in the firm’s growth. His tenacity, diligence and incredible work ethic coupled with his ability to continuously elevate his approach to acquisitions and investments has propelled Saxum into the firm that it is today. I am incredibly proud of his growth and grateful to work with him every day.” Anthony Rinaldi, Founder & Managing Principal

 

Dave Schoer joined Saxum nearly three years ago serving as Controller, with responsibilities focused on strategic financial planning, forecasting and reporting. Dave’s role organically expanded over time given his drive and versatile skill set to reengineer and streamline operational processes both at the operating company and asset level. In recognition of his expanded responsibility set and achievements, Dave has earned a promotion to Vice President of Accounting & Operations, where he will continue to oversee all accounting operations and continue to play an integral role in the execution of the processes integral to Saxum’s growth trajectory.

“Dave epitomizes what it means to be a great teammate and leader at Saxum. Since day one, no job has been too big or too small for Dave to solve. Dave has single handedly created and implemented dozens of processes from finance and accounting, asset and property management to operations and even HR. Dave’s diligent thoughtfulness, hard work and his ability to continuously grow has been behind the scenes a major driving force to Saxum’s growth and success. I am thankful to work with Dave and for everything he does to make this firm better.” Anthony Rinaldi, Founder & Managing Principal

 

Lucas Malavarca, since joining Saxum two years ago, has seamlessly overseen Saxum’s portfolio of assets as Property Manager across a variety of projects ranging from stabilized projects to heavy value-add redevelopments. Lucas has built on his core focus of building operations and management to develop his skill set to include management of capital improvements, property accounting, lease administration and marketing. His core management abilities combined with his determination to improve has earned a promotion to Senior Property Manager.

“Lucas is humble and always extremely hardworking, diligently executing on the firm’s portfolio behind the scenes. With his intimate knowledge of building systems and tenant relations coupled with his impressive work ethic and client service skills, he manages Saxum’s portfolio of assets with great ownership and pride. We are all incredibly thankful for all of Lucas’s efforts and the attitude he brings to work every single day.” Chad DeBolt, Managing Director & Principal

Caitie Kroeger for two years Caitie has been spearheading all of Saxum’s marketing efforts, driving all mediums of Saxum’s external image with passion and creativity. Her ability to stay ahead of trends keeping Saxum and its brand relevant in a rapidly changing market has earned her a promotion to Marketing Manager. Caitie spearheaded the marketing campaigns of both assets and the firm as well as the development of Saxum’s proprietary CRM system while also delivering institutional quality branding and marketing for all Saxum’s investment vehicles. She will continue to lead all new strategic marketing initiatives while rolling out a complete redesign of Saxum’s website this year.

“Caitie uniquely fuses creativity with clear and concise delivery on regular basis to develop unmatched marketing to seamlessly communicate Saxum’s brand strategy and investment visions. We are privileged to work with Caitie and watch her elevate both the firm’s platform and herself each and every day.” Chad DeBolt, Managing Director & Principal

About Saxum: Saxum Real Estate is a national boutique real estate investment and development firm. Saxum specializes in value-add and opportunistic development opportunities across the U.S. in multiple asset classes. Leveraging its vertically integrated platform, Saxum has the ability to implement a unique investment approach to creating value and enhancing real estate at every step of the investment life cycle.

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