Bob Heaton
Principal, Chief Operating Officer
M3 Tenure: 18 years
Mr. Heaton has overall responsibility for M3’s operations, administration and regulatory compliance across the firm’s U.S., UK and Hong Kong entities. He is a founding Principal of M3.
Mr. Heaton is based in M3’s Chicago office.
Previous Experience
- Security Capital Group, Inc.
- LaSalle Partners, Inc.
Education
- B.A., Economics, Texas A&M University
Brad Foss
Principal
M3 Tenure: 12 years
Mr. Foss is responsible for M3’s coverage of the retail and self storage sectors in North America.
Mr. Foss has executed transactions totaling approximately $12.9 billion for the firm in the office, retail, self storage, seniors housing and manufactured housing sectors in North America. He has advised on and coordinated the U.S. real estate investment activity of domestic and offshore institutional investors.
Mr. Foss is based in M3’s Chicago office.
Previous Experience
- JP Morgan Chase & Co.
Education
- B.A., Economics and French, DePauw University
Sector Affiliations
- International Council of Shopping Centers (ICSC)
- Urban Land Institute (ULI) – Commercial and Retail Development Council
- Self Storage Association (SSA)
Cassidy Dugan
Vice President
M3 Tenure: 10 years
Mr. Dugan is responsible for M3’s coverage of the industrial and alternative property sectors in North America, and is involved in sourcing and underwriting prospective investment opportunities for the firm’s principal investment activities.
Mr. Dugan has executed transactions totaling approximately $15.9 billion for the firm across North America, Europe and Asia in the industrial, retail and office sectors, and has advised on and coordinated the U.S. real estate investment activity of domestic and offshore institutional investors.
Mr. Dugan is based in M3’s Chicago office.
Previous Experience
- Bear, Stearns & Co., Inc.
- Merrill Lynch & Co., Inc.
Education
- B.A., Economics, Duke University
Sector Affiliations
- International Council of Shopping Centers (ICSC)
- Urban Land Institute (ULI)
Chris Greenwood
Vice President
M3 Tenure: 8 years
Mr. Greenwood is responsible for M3’s European asset management activities and is involved in the execution of the firm’s European advisory mandates.
Mr. Greenwood’s asset management activities include monitoring and forecasting performance, overseeing leasing and resolving tenant issues. Additionally, he has executed advisory transactions totaling approximately $4.5 billion for the firm in the logistics, U.S. multifamily and seniors housing sectors. Mr. Greenwood has advised on and coordinated the U.S. and European real estate investment activity of domestic and offshore institutional investors.
Mr. Greenwood is based in M3’s London office.
Previous Experience
- The Bainbridge Companies
- United Dominion Realty Trust, Inc.
- Merrill Lynch & Co., Inc.
Education
- M.S., Finance, Texas A&M University
- B.A., Accounting, Texas A&M University
Sector Affiliations
- Urban Land Institute (ULI)
Chris Vallace
Principal
M3 Tenure: 16 years
Mr. Vallace has overall responsibility for the firm’s business activities in Asia. He is a founding Principal and board member of M3.
Mr. Vallace relocated to Hong Kong in 2008 to lead the firm’s expansion in Asia. He is focused on building institutional investor and real estate company relationships and partnerships, and originating principal investment and advisory opportunities in the region. Mr. Vallace serves on the executive committees of select Evergreen investment platforms. Previously, Mr. Vallace was based in Chicago, where he was responsible for the firm’s North American private equity capital raising and strategic financial advisory businesses.
Mr. Vallace is based in M3’s Hong Kong office.
Previous Experience
- Security Capital Group, Inc.
- Dean Witter Reynolds Inc.
Education
- M.B.A., Kellogg Graduate School of Management, Northwestern University
- B.A., Government and International Studies, University of Notre Dame
Sector Affiliations
- International Council of Shopping Centers (ICSC)
- National Association of Real Estate Investment Trusts (NAREIT)
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- M3 Board
- M3 Investment Committee *
- Kitson Executive Committee (U.S. Land Development) **
- The Lock Up Executive Committee (U.S. Self Storage) **
* The M3 Investment Committee determines the deployment of
M3’s capital resources and the strategic direction of M3’s
advisory business.
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
Dan Poehling
Principal
M3 Tenure: 11 years
Mr. Poehling is responsible for Evergreen’s North American platforms and investment origination in the region.
Mr. Poehling has been integral to the formation of Evergreen’s U.S. investment platforms in the multifamily, self storage, land development, and cemetery / funeral home sectors. He serves on the executive committees of Evergreen’s U.S. platforms and is involved in all aspects of their management on behalf of Evergreen. Previously, Mr. Poehling executed advisory transactions totaling approximately $1 billion for the firm, with a focus on the seniors housing and parking sectors in the U.S.
Mr. Poehling is based in M3’s Chicago office.
Previous Experience
- Ernst & Young LLP
Education
- M.B.A., Stern School of Business, New York University
- B.B.A., Finance and Accounting, University of Wisconsin-Madison
Sector Affiliations
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- Kitson Executive Committee (U.S. Land Development) **
- The Lock Up Executive Committee (U.S. Self Storage) **
- NorthStar Executive Committee (U.S. Cemeteries / Funeral Homes) **
- Raintree Executive Committee (U.S. Multifamily) **
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
Danny Krefman
Principal
M3 Tenure: 8 years
Mr. Krefman is responsible for helping drive M3’s overall business activities and growth in Asia.
Mr. Krefman relocated to Hong Kong in 2008 and is principally focused on the greater China region, where he is responsible for developing relationships with real estate companies and institutional investors, as well as originating and executing principal investments and strategic financial advisory transactions. Mr. Krefman has executed transactions totaling in excess of $4.6 billion with leading real estate companies across Asia and North America in the logistics and retail sectors. He has advised on and coordinated the real estate investment activity of numerous global institutional investors in the U.S., Mexico and Asia.
Mr. Krefman is based in M3’s Hong Kong office.
Previous Experience
- The Beitler Company
- Banc of America Securities LLC
Education
- B.B.A., Finance, The University of Michigan Ross School of Business
Sector Affiliations
- Urban Land Institute (ULI)
Don Suter
Managing Principal, Chief Executive Officer
M3 Tenure: 17 years
Mr. Suter has overall responsibility for M3’s strategic direction and leadership, and is actively involved in the firm's investment strategy, its transactions, and building and maintaining client relationships. He is a founding Principal and board member of M3, and a member of Evergreen’s investment board.
Mr. Suter has been involved in the early stage creation and long-term equity capitalization of several leading real estate companies across multiple core and alternative sectors. He has also been integral to the development of M3’s principal investment business.
Mr. Suter is based in M3’s Chicago office.
Previous Experience
- Security Capital Group, Inc.
- LaSalle Partners, Inc.
Education
- M.B.A., University of Chicago Graduate School of Business
- B.S., Industrial Management, Purdue University
Sector Affiliations
- National Association of Real Estate Investment Trusts (NAREIT)
- The Real Estate Roundtable – President’s Council
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- M3 Board
- M3 Investment Committee *
- Evergreen Investment Board
- Evergreen Advisory Board
* The M3 Investment Committee determines the deployment of
M3’s capital resources and the strategic direction of M3’s
advisory business.
Garret House
Principal
M3 Tenure: 20 years
Mr. House has overall responsibility for the management of Evergreen globally. He is a founding Principal and board member of M3, and a member of Evergreen’s investment and advisory boards.
Mr. House serves as Evergreen Chief Executive Officer and Portfolio Manager, and has led the investment origination and execution of Evergreen’s nine investment platforms, for aggregate equity commitments of $2.0 billion. Prior to his focus on Evergreen, Mr. House was responsible for M3’s North American capital raising and strategic financial advisory businesses.
Mr. House is based in M3’s Chicago office.
Previous Experience
- Security Capital Group, Inc.
- Merrill Lynch Capital Markets
- Nansay USA, Inc.
Education
- M.B.A., Harvard Graduate School of Business Administration
- B.A., Plan II, University of Texas at Austin
Sector Affiliations
- National Association of Real Estate Investment Trusts (NAREIT)
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- M3 Board
- M3 Investment Committee *
- Evergreen Investment Board
- Evergreen Advisory Board
- Centerscape Executive Committee (German Food-anchored Retail) **
- Extra Executive Committee (UK Motorway Service Areas) **
- Kitson Executive Committee (U.S. Land Development) **
- The Lock Up Executive Committee (U.S. Self Storage) **
- NorthStar Executive Committee (U.S. Cemeteries / Funeral Homes) **
- Pelican Executive Committee (Scandinavian Self Storage) **
- Portico Executive Committee (Central / Eastern Europe Food-anchored Retail) **
- Raintree Executive Committee (U.S. Multifamily) **
- Urbanest Executive Committee (Australian / UK Student Accommodation) **
* The M3 Investment Committee determines the deployment of
M3’s capital resources and the strategic direction of M3's
advisory business.
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
George Ahl
Principal
M3 Tenure: 16 years
Mr. Ahl has overall responsibility for the firm’s institutional capital relationships in North America. He is a founding Principal of M3.
Mr. Ahl has raised approximately $8.9 billion from 59 investors for a broad spectrum of investment and development strategies and risk profiles backed by specialist real estate companies. He has originated a number of private equity capital raising and strategic financial advisory transactions across North America in the industrial, multifamily, office and seniors housing sectors, and has facilitated the cross-border investment of North American capital into Asia, Europe and Latin America.
Mr. Ahl is based in M3’s New York office.
Previous Experience
- Security Capital Group, Inc.
- Crimson Capital, LLC
- LaSalle Partners, Inc.
- Merrill Lynch Capital Markets
Education
- B.A., Political Science and Art History, Williams College
Sector Affiliations
- Association of Foreign Investors in Real Estate (AFIRE)
- National Association of Real Estate Investment Managers (NAREIM)
- Pension Real Estate Association (PREA)
- Real Property Association of Canada (REALpac)
- Urban Land Institute (ULI)
Gerard de Gunzburg
Principal
M3 Tenure: 21 years
Mr. de Gunzburg is M3’s senior capital advisor, and focuses on helping M3 expand / maintain senior level relationships with institutional investors in Europe and the Middle East, as well as developing and deepening new capital relationships in Asia and the U.S. He is a founding Principal of M3.
Mr. de Gunzburg spent six years in M3’s New York office before relocating to London in 1998, where he co-founded the firm’s European business and managed the development of institutional investor relationships in Europe and the Middle East. He initiated relationships with numerous institutional investors in Asia in 2006 and 2007 in preparation for the firm's expansion to the Far East with the opening of its Hong Kong office in 2008.
In 2011, Mr. de Gunzburg returned to the U.S., and is based in M3’s Chicago office.
Previous Experience
- Security Capital Group, Inc.
- Lincoln Property Company Ltd.
Education
- B.A., International Economics and Political Science, Middlebury College
Sector Affiliations
- Association of Foreign Investors in Real Estate (AFIRE) - Member of the Board of Directors, Member of the Executive Committee, Director of Membership
- European Association for Investors in Non-Listed Real Estate Vehicles (INREV)
- European Executive Council (EEC)
- Urban Land Institute (ULI)
Hunter Schenk
Vice President
M3 Tenure: 7 years
Mr. Schenk is responsible for M3’s coverage of the industrial and alternative property sectors in North America, and is involved in the execution of the firm's global advisory mandates.
Mr. Schenk has executed in excess of $1.8 billion of advisory transactions for the firm across North America, Latin America and Asia. He has transaction execution experience in the industrial, multifamily, retail and seniors housing sectors, and has advised on and coordinated the real estate investment activity of both U.S. and offshore institutional investors. In addition, Mr. Schenk has been involved with the structuring and financial underwriting of investment opportunities for Evergreen.
Mr. Schenk is based in Chicago, but is currently on secondment to M3's Hong Kong office.
Previous Experience
- KeyBank Real Estate Capital
- KeyBanc Capital Markets
Education
- B.S.B.A., Finance, University of Colorado-Boulder
- CFA Charterholder
Sector Affiliations
- Urban Land Institue (ULI) - Industrial and Office Park Development Council
- CFA Society of Chicago
John Montaquila
Principal
M3 Tenure: 18 years
Mr. Montaquila has joint overall responsibility for the firm’s advisory business activities in North America and is focused on new investment management initiatives in that market. He is a founding Principal of M3.
Mr. Montaquila’s real estate expertise spans M3’s principal investment and advisory businesses. He has sourced and executed multiple real estate investments and provided private equity capital raising and strategic financial advisory services, including mergers and acquisitions, to clients of the firm. Mr. Montaquila has experience in core and alternative sectors, including real estate debt.
Mr. Montaquila is based in M3’s Chicago office.
Previous Experience
- Security Capital Group, Inc.
- Boston Financial Group, Inc.
Education
- M.B.A., Kellogg Graduate School of Management, Northwestern University
- B.S., Economics, Wharton School, University of Pennsylvania
Sector Affiliations
- International Council of Shopping Centers (ICSC)
- National Association of Real Estate Investment Trusts (NAREIT)
- National Association of Real Estate Investment Managers (NAREIM)
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- M3 Investment Committee *
- Raintree Executive Committee (U.S. Multifamily) **
* The M3 Investment Committee determines the deployment
of M3's capital resources and the strategic direction of
M3’s advisory business.
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
Mike Aaron
Principal
M3 Tenure: 7 years
Mr. Aaron has overall responsibility for the firm’s institutional capital relationships in Europe and is responsible for M3’s European advisory activities.
Mr. Aaron has executed transactions totaling more than $15.6 billion for the firm with numerous leading real estate companies in core and alternative sectors, including real estate debt, across Europe, North America, Latin America and Asia. He has extensive experience in sourcing capital from European and Asian institutional investors, developing and preparing client senior management teams for capital sourcing activities, and strategically partnering institutional capital with specialized real estate companies.
Mr. Aaron is based in M3’s London office.
Previous Experience
- J. P. Morgan
- UBS Investment Bank
Education
- B.A., International Economics, Middlebury College
Sector Affiliations
- European Association for Investors in Non-Listed Real Estate Vehicles (INREV)
- Urban Land Institute (ULI)
- Cambridge University Land Society (CULS)
Rishi Patel
Vice President
M3 Tenure: 8 years
Mr. Patel is responsible for helping to drive Evergreen’s investment and asset management activities in Europe and Australia.
Mr. Patel works closely with the management teams of Evergreen’s investment platforms, performing due diligence on potential new markets, assisting them with underwriting investment opportunities and analyzing the impact of strategic initiatives. Additionally, Mr. Patel has executed advisory transactions with a total capitalization of more than $5.2 billion for specialized real estate companies in the retail, student housing, office and industrial sectors.
Mr. Patel is based in M3’s London office.
Previous Experience
- Macquarie Bank Ltd.
- PricewaterhouseCoopers LLP
- PA Consulting Group Ltd.
Education
- M.Sc., Management Science and Operational Research, Warwick Business School
- B.Sc., Economics and International Relations, University of Warwick
Sector Affiliations
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- Pelican Executive Committee (Scandinavian Self Storage) **
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
Robbie Meyer
Principal
M3 Tenure: 13 years
Mr. Meyer has overall responsibility for the firm’s European advisory and principal investment activities. He is a founding Principal and board member of M3, and a member of Evergreen’s investment board.
Mr. Meyer co-founded the firm’s European headquarters in London in 1997 and was responsible for expanding M3’s business activities to Germany in 2003. He is actively involved in the firm’s investment strategy, transaction origination and execution, and client relationship management. Mr. Meyer is a member of the executive committees of Evergreen’s European investment platforms. He is involved in advising Evergreen platforms and real estate company clients of the firm, helping them to develop and execute long-term equity capitalization strategies.
Mr. Meyer is based in M3’s London office.
Previous Experience
- Morgan Stanley
- Security Capital Group, Inc.
- J. P. Morgan
Education
- M.B.A., Harvard Graduate School of Business Administration
- M.A., Jurisprudence (Law), Oxford University
Sector Affiliations
- European Public Real Estate Association (EPRA)
- Urban Land Institute (ULI) – Vice-chair of the European Retail and Entertainment Council
Board / Executive Committee Positions
- M3 Board
- M3 Investment Committee *
- Evergreen Investment Board
- Centerscape Executive Committee and Chairman of the Board (German Food-anchored Retail) **
- Portico Executive Committee (Central / Eastern Europe Food-anchored Retail) **
* The M3 Investment Committee determines the deployment of
M3’s capital resources and the strategic direction of M3's
advisory business.
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
Rory Hardick
Principal
M3 Tenure: 13 years
Mr. Hardick has overall responsibility for M3’s principal investment and advisory business origination activities in the UK. He is a founding Principal of M3.
Mr. Hardick has originated and executed $12.9 billion of real estate investment and development transactions for the firm, its clients and funds in the retail, logistics, residential, student housing, real estate debt, seniors housing and motorway service area sectors. Mr. Hardick played a key role in the firm’s expansion to Asia and assists the Hong Kong team with strategic direction as M3 expands its business activities in the region. He is a member of M3's Investment Committee and serves on the executive committees of Evergreen European investment platforms. He is a Non-executive Director of Wilson Leisure Ltd.
Mr. Hardick is based in M3’s London office.
Previous Experience
- Richard Ellis Financial Ltd.
Education
- M.Sc., Property Investment and Finance, City University Business School
- LLB in Law, University of Southampton
Sector Affiliations
- Investment Property Forum (IPF)
Board / Executive Committee Positions
- M3 Investment Committee *
- Extra Executive Committee (UK Motorway Service Areas) **
- Urbanest Executive Committee (Australian / UK Student Accommodation) **
* The M3 Investment Committee determines the deployment of
M3’s capital resources and the strategic direction of M3’s
advisory business.
** Denotes a committee with strategic oversight, including
investment decision making, for an Evergreen investment
platform.
Sean Zasche
Vice President
M3 Tenure: 9 years
Mr. Zasche is responsible for M3’s coverage of the multifamily, student housing and office sectors in North America.
Mr. Zasche has executed in excess of $9.0 billion of advisory transactions globally for the firm. He has worked in each of M3’s Chicago, London and Hong Kong offices and has transaction execution experience in core and alternative sectors, including office, retail, logistics, multifamily, seniors housing and land. Mr. Zasche’s advisory focus also includes real estate debt and he has been involved in the structuring and formation of Evergreen investment platforms in the U.S. and Europe.
Mr. Zasche is based in M3’s Chicago office.
Previous Experience
- PricewaterhouseCoopers LLP
Education
- B.A., Finance and Accounting, Indiana University
Sector Affiliations
- Urban Land Institute (ULI)
- National Multi Housing Council (NMHC)
Thad Wilson
Vice President
M3 Tenure: 6 years
Mr. Wilson is responsible for M3’s coverage of the seniors housing and medical office sectors in North America.
Mr. Wilson has overseen the structuring and financial underwriting of investment opportunities for Evergreen and is involved in developing M3’s real asset principal investment activities. Additionally, Mr. Wilson has executed strategic financial advisory and private equity capital raising transactions for the firm, with a focus on the seniors housing and medical office sectors.
Mr. Wilson is based in M3’s Chicago office.
Previous Experience
- GE Capital, Healthcare Financial Services
- McKinsey & Company
- Morgan Stanley
Education
- M.B.A., Kellogg Graduate School of Management, Northwestern University
- B.A., Government, Harvard University
Sector Affiliations
- Urban Land Institute (ULI)
- American Seniors Housing Association (ASHA)
Tom Conway
Principal
M3 Tenure: 18 years
Mr. Conway has overall responsibility for M3’s business activities in South America. He is a founding Principal of M3.
Mr. Conway relocated to São Paulo in 2012 to lead the firm’s expansion in South America, with an initial focus on Brazil. He is focused on building real estate company relationships and partnerships, and originating principal investment opportunities in the region. Previously, Mr. Conway was based in Chicago, where he had joint overall responsibility for M3’s advisory business activities in North America. Mr. Conway has originated and executed joint venture partnerships as well as transactions utilizing various equity and debt structures with a number of leading public and private product-focused real estate companies in various sectors including logistics, seniors housing and parking.
Mr. Conway is based in M3’s São Paulo office.
Previous Experience
- Security Capital Group, Inc.
Education
- M.B.A., Fuqua School of Business, Duke University
- B.S., Finance, University of Illinois at Urbana-Champaign
Sector Affiliations
- National Association of Real Estate Investment Trusts (NAREIT)
- Urban Land Institute (ULI) – Industrial and Office Park Development Council
Trishul Thakore
Principal
M3 Tenure: 11 years
Mr. Thakore has overall responsibility for Evergreen’s activities in Europe and Australia.
Mr. Thakore oversees the financial underwriting, due diligence, structuring, documentation and ongoing management of Evergreen’s European and Australian investments. He advises existing Evergreen investment platforms on their investment activities, and is involved in the development of M3’s macro UK and European investment strategy on behalf of Evergreen. Previously, Mr. Thakore executed advisory transactions with a total capitalization of more than $11.7 billion for the firm, in core and alternative European real estate sectors including retail, logistics, student housing, seniors housing, self storage and residential.
Mr. Thakore is based in M3’s London office.
Previous Experience
- Deutsche Bank Group
- Bank of England
Education
- B.Sc., Economics, London School of Economics
Sector Affiliations
- Investment Property Forum (IPF)
- Urban Land Institute (ULI)
Board / Executive Committee Positions
- M3 Investment Committee *
* The M3 Investment Committee determines the deployment of
M3's capital resources and the strategic direction of M3’s
advisory business.