The Team

Our team has the skills of a direct real estate investor combined with a thorough understanding of both public and private debt and equity capital markets. We have three decades of experience investing in real estate and real estate operating companies with the expertise specific to entity level transactions.

Our partners have worked together, on average, for over 20 years. We strive to maintain core values of integrity, patience, disciplined investment judgment, transparency, and positive relations with both our limited partners and operating partners. Scroll over the sidebar to learn more about our team members.

Matthew Kaplan, Managing Partner

Matthew W. Kaplan Managing Partner
Matthew W. Kaplan, Managing Partner. Mr. Kaplan joined Almanac in 1992 and is currently responsible for overseeing the activities of Almanac and is the Portfolio Manager of the ARS Fund Series. From 1990 to 1992, he served in the Corporate Finance Department of Rothschild Inc. Mr. Kaplan is a director of Westcore Properties. Mr. Kaplan has been a director of Allegro Holdings, Ambassador Apartments Inc., CNL Financial Services, CNL Hospitality Properties, Encore Hospitality, Hallmark Holdings, National RV Communities, Parkway Properties, RXR Realty, Vanta Commercial Properties (formerly known as T. Wall Holdings), Winter Properties, and WNY Group. Mr. Kaplan is a member of NAREIT’s Real Estate Investment Advisory Council and has been a member of the Urban Land Institute. From 1988 to 1990, he was a management consultant at Touche Ross & Co. Mr. Kaplan graduated cum laude from Washington University in 1984 and received an MBA from The Wharton School in 1988.

D. Pike Aloian, Partner

D. Pike Aloian Partner
D. Pike Aloian, Partner. Mr. Aloian joined Almanac in 1988 and is responsible for the origination, economic analysis, closing and on-going review of Almanac’s investments. From 1980-1988, he was a vice president at The Harlan Company, where he was responsible for property acquisition, development and financing. Mr. Aloian serves as a director of EastGroup Properties, Merritt Properties, Metrogate LLC, Mount Auburn, and Shaner Hospitality Finance. Mr. Aloian has also served as a director of Brandywine Realty Trust (NYSE:BDN), BSR Trust (formerly known as Summit Housing Partners), CRT Properties (NYSE:CRO), Denholtz Holdings, Drawbridge Realty Trust, Morningstar Mini-Storage, Shaner Hotel Holdings, Shaner Mortgage REIT, and Victory Real Estate Investments. He has also served as an adjunct professor of the Columbia University Graduate School of Business. Mr. Aloian graduated from Harvard College in 1976 and received an MBA from Columbia University in 1980.

Justin J. Hakimian, Managing Director

Justin J. Hakimian Partner
Mr. Hakimian joined Almanac in 2005 and is responsible for the origination, economic analysis, transaction execution, and ongoing review of Almanac’s investments. From July 2001 to April 2005, he was an Associate in the Equity Research department at Morgan Stanley, with coverage of oil & gas companies. Mr. Hakimian currently serves as a director of CA Student Living, HRIP Holdings and Vanta Commercial Properties (formerly known as T. Wall Holdings). Mr. Hakimian has served as a director of Drawbridge Realty Trust and JH Real Estate. Mr. Hakimian graduated from the University at Albany in May 2001 with a Bachelor of Science in Finance.

John D. McGurk, Partner

John D. McGurk Partner
Mr. McGurk founded Rothschild Realty Inc., the predecessor to Almanac, in 1981. Mr. McGurk serves as a director of CA Student Living, Merritt Properties, Metrogate LLC, Shaner Hospitality Finance, Vanta Commercial Properties (formerly known as T. Wall Holdings), and Welshco Holdco, LLC. Mr. McGurk has served as a director of Allegro Holdings, Denholtz Holdings, JH Real Estate, Lexington Corporate Partners (NYSE:LXP), Shaner Hotel Holdings, and Welsh Property Trust. He is a member of the National Association of Real Estate Investment Managers, the Urban Land Institute, and the Pension Real Estate Association. He graduated from Loyola University in 1965 and received an MBA from the University of Southern California in 1971.

Andrew M. Silberstein, Partner

Andrew M. Silberstein Partner
Mr. Silberstein joined Almanac in 2009 and is responsible for the origination, structuring, and management of Almanac’s investments. From 2004 to 2008, he served as the Chief Investment Officer and Chief Operating Officer for Stoltz Real Estate and during the same period established AMS Real Estate Partners. From 1994 through 2004, Mr. Silberstein worked in real estate investment banking and private equity, first at Bear Stearns and then Morgan Stanley. Mr. Silberstein serves as a trustee of RAIT Financial Trust (NYSE:RAS) and WPT Industrial Real Estate Investment Trust (TSX:WIR) and a director of Claros REIT Holdings, Claros Mortgage Trust, Claros REIT Management, CMTG/CN Mortgage REIT, Slate Asset Management and Westcore Properties. He has served as a director of NRES Holdings, RXR Realty, Welsh Property Trust and Winter Properties. He has been a member of National Association of Real Estate Investment Managers, Urban Land Institute, International Council of Shopping Centers and the Real Estate Roundtable. Mr. Silberstein graduated from Yale University in 1989 and received an M.B.A. in 1995 from New York University Stern School of Business where he was a Glucksman Fellow.

Henry C. Herms, Chief Financial Officer

Henry C. Herms Chief Financial Officer
Mr. Herms joined Almanac in 2012 and is responsible for financial and investor reporting, tax compliance, internal accounting, monitoring regulatory compliance and filings, and treasury management. From 1997 to 2012, he was employed by Lazard Frères & Co., where he served as the Controller and Treasurer for the manager of a series of real estate private equity and mezzanine debt funds. From 1989 to 1997, he was employed by Arthur Andersen LLP, where as an Experienced Manager he was responsible for audit and consulting engagements for organizations in the real estate, hospitality and construction industries. Mr. Herms graduated from Adelphi University in 1989 with a Bachelor of Business Administration in Accounting, magna cum laude. He is a CPA licensed in the state of New York, and a Chartered Global Management Accountant. He is a member of the American Institute of Certified Public Accountants and NAREIT.

Jennifer M. Cattier, General Counsel & Chief Compliance Officer

Jennifer M. Cattier General Counsel & Chief Compliance Officer
Ms. Cattier joined Almanac in 2015 and is responsible for leading its legal and compliance activities. From 2013 to 2015, she was employed by Deutsche Bank AG, where she was Director & Senior Counsel, providing senior counsel to Deutsche Asset & Wealth Management’s alternative investments business and on various regulatory maters. From 2000 to 2013, she was employed by Morgan Stanley, where as a Director she held various roles in the Legal and Compliance Department, including as senior counsel and as chief compliance officer for the Merchant Banking and Real Estate Investing businesses. From 1997-2000, she was an associate at Sullivan & Cromwell, LLP. Ms. Cattier graduated from Brooklyn Law School in 1997, with a JD, summa cum laude, and from Trinity College in 1992. She is licensed to practice law in the states of New York and Connecticut.

Josh K. Overbay, Managing Director

Josh K. Overbay Managing Director
Mr. Overbay joined Almanac in 2014 and is responsible for leading the firm’s capital raising and investor relations activities. From 2010 to 2014, he was a Director at Lazard Frères in the Private Fund Advisory Group, with specific responsibility for advising and raising capital for real estate private equity fund managers. From 2007 to 2010, he was a Vice President of Perseus Realty Partners, a Washington, DC, based real estate private equity firm, where he led the firm’s global capital raising and investor relations activities. Previously, he worked in financial services public policy roles at the U.S. Chamber of Commerce. Mr. Overbay graduated from Roanoke College in 2002, received a Masters in Legislative Affairs and Public Policy from The George Washington University in 2007, and a Masters in Real Estate from Georgetown University in 2010.

Scott J. Peters, Director

Scott J. Peters Director
Mr. Peters is responsible for overseeing the due diligence on potential investee companies and assists management teams of investees in the preparation of financial statements and management reports. Mr. Peters possesses more than 28 years of commercial real estate financial and operational experience. Mr. Peters currently serves as a director of Slate Asset Management. Prior to joining Almanac, Mr. Peters held the position of Executive Vice President of Asset Management for Combined Properties, Inc. Previously, he was the Executive Vice President and Chief Operating Officer of Charter Oak Group, Ltd., a subsidiary of Rothschild Realty Inc. from 2000 to 2004. Concurrently, he was the Chief Financial Officer of Charter Oak Group from 1990 to 2004. He is a Certified Public Accountant and graduated from the University of Wisconsin in 1982 with a Bachelor of Business Administration.

David K. Haltiner, Director

David K. Haltiner Director
Mr. Haltiner joined Almanac in 2008 and is responsible for securities and sector analysis, valuation, and transaction execution. Mr. Haltiner currently serves as a director of Claros REIT Holdings and has served as a director of Winter Properties. From February 2007 to April 2008, he was an Analyst in the Real Estate Finance and Securitization Group of Credit Suisse. Mr. Haltiner graduated from the University of Georgia in December 2006 with a Bachelor of Business Administration in Finance.

Kenny K. Moon, Director

Kenny K. Moon Director
Mr. Moon joined Almanac in 2009 and is responsible for securities and sector analysis, valuation, and transaction execution. Mr. Moon currently serves as a director of HRIP Holdings. Previously, he was an Associate in the Corporate Acquisitions Group at ING Clarion Partners. From July 2006 to February 2008, he was an Analyst in the Real Estate Investment Banking Group at Citigroup. Mr. Moon graduated from the University of California, Berkeley in May 2005 with a Bachelor of Science in Business Administration.

Madeline K. Chiavini, Vice President

Madeline K. Chiavini Vice President
Ms. Chiavini joined Almanac in 2013 and is responsible for securities and sector analysis, valuation, and transaction execution. From August 2012 to September 2013, she was an Analyst in the Industrials Investment Banking Group at Macquarie Capital. Ms. Chiavini graduated from The University of Notre Dame in May 2010 with a Bachelor of Arts in the Program of Liberal Studies and Economics, received a Master of Science in Commerce from the University of Virginia in August 2011 and a Masters in Finance from Claremont McKenna College in May 2012.

Scott H. Malamut, Vice President

Scott H. Malamut Vice President
Mr. Malamut joined Almanac in 2012 and is responsible for securities and sector analysis, valuation, and transaction execution. From July 2009 to July 2012, he was an Analyst in the Global Real Estate Investment Banking Group at Barclays. Mr. Malamut graduated from Cornell University in May 2009 with a Bachelor of Arts in Economics.

Michael H. O’Neill, Vice President

Michael H. O’Neill Vice President
Mr. O’Neill joined Almanac in 2014 and is responsible for securities and sector analysis, valuation, and transaction execution. From July 2013 to August 2014, he was an Analyst in the Real Estate & Lodging Investment Banking group at Citi. Prior to joining Citi’s Real Estate & Lodging team, he was an Analyst in Citi’s Treasury and Trade Solutions. Mr. O’Neill graduated Phi Beta Kappa and with distinction from Krannert School of Management at Purdue University in May 2010 with a Bachelor of Science in Honors Economics.

Joseph M. Sacchetti, Controller

Joseph M. Sacchetti Controller
Mr. Sacchetti joined Almanac in 2012 and is responsible for the financial accounting and reporting of the ARS Fund Series and for Almanac, including the analysis of fund performance, investor reporting, tax compliance and treasury reporting. Previously, he held the position of Fund Controller for The Hampshire Companies, a fully integrated real estate investment firm. From 2003 to 2011, he was employed by Lazard Frères & Co. as an Accounting Manager for the manager of a series of real estate private equity funds, where he worked closely with Mr. Herms. Mr. Sacchetti graduated from the University of Notre Dame in 2002 with a Bachelor of Science degree. He is a CPA licensed in the state of New York, and is a member of the American Institute of Certified Public Accountants and NAREIT.

Matthew P. Marshall, Associate

Matthew P. Marshall Associate
Mr. Marshall joined Almanac in 2015 and is responsible for securities and sector analysis, valuation, and transaction execution. From March 2014 to August 2015, he was an Analyst in the Real Estate & Lodging Investment Banking group at J.P. Morgan. Prior to joining J.P. Morgan, he was an Analyst in INTL FCStone’s Investment Banking group in New York. Mr. Marshall graduated Cum Laude from the University of Texas at Austin in May 2012 with a Bachelor of Business Administration in Finance.

Mike Mitchelll, Accounting Supervisor

Michael A. Mitchell Accounting Supervisor
Mr. Mitchell joined Almanac in 2013 and works closely with the Controller and the finance team in connection with the preparation of quarterly and annual investor reports for the ARS Fund Series and the Manager. Mr. Mitchell graduated from Pepperdine University in 2013 with a Bachelor of Science in Accounting.

Jason A. Dumont, Senior Accountant

Jason A. Dumont Senior Accountant
Mr. Dumont joined Almanac in 2012 and works closely with the Controller and the finance team in connection with the preparation of quarterly and annual investor reports for the ARS Fund Series and Almanac. From 2009 to 2012, he was employed within the finance department of a charitable research organization. Mr. Dumont graduated from St. Francis College in 2009 with a Bachelor of Science in Accounting, magna cum laude, and Master of Science in Accounting. He recently became a Certified Public Accountant licensed in the state of New York.

Vincent-M-Parente

Vincent M. Parente Accountant
Mr. Parente joined Almanac in 2015 and works closely with the Controller and the finance team in connection with the preparation of quarterly and annual investor reports for the ARS Fund Series and the Manager. Mr. Parente graduated from Rider University in 2015 with a Bachelor of Science in Finance, magna cum laude.

Simon R.C. Wadsworth, Senior Advisor

Simon R.C. Wadsworth Senior Advisor
Mr. Wadsworth joined Almanac in 2012 and is responsible for representing Almanac on the Board of Directors of HRIP Holdings and Mount Auburn. Mr. Wadsworth has also represented Almanac on the Board of Directors of NRES Holdings. He served for 16 years as Chief Financial Officer for Mid-America Apartment Communities, a Real Estate Investment Trust with multifamily investments across the U.S. Sunbelt. Upon retirement as CFO, Mr. Wadsworth served as Special Advisor to the Chairman from 2010 to 2012. He was also a Director of the company during his entire tenure there, from 1994 to 2012. Mr. Wadsworth is the author of “REIT Cash is King,” which focuses on investing in REIT Preferred Securities. Mr. Wadsworth received a Bachelor’s Degree from Cambridge University in England in 1968 and an MBA from Harvard Graduate School of Business Administration in 1973.
 

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