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Rose Smart Growth
Investment Fund I, L.P.
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Team
Jonathan F.P. Rose
President, Jonathan Rose Companies LLC
Known
as a leading national innovator in green building and smart growth
development, Mr. Rose has over 30 years of experience developing large
scale, successful, green, mixed used and mixed income residential and
commercial properties. Mr. Rose is a trustee of the Urban Land
Institute and Enterprise Community Partners, and he chairs the National
Resources Defense Council and the Trust for Public Land’s National Real
Estate Committee. He also serves as a trustee of the American Museum of
Natural History and BAM, and serves on Yale University’s School of
Forestry and Environmental Leadership Council. Mr. Rose is former
partner of Rose Associates, a leading owner, developer and investor in
New York City since the 1920s. Mr. Rose graduated from Yale University
in 1974 with a B.A. in Psychology and Philosophy, and received a
Masters in Regional Planning from the University of
Pennsylvania.
Thomas P. Loftus
Chief Financial Officer, Investment
Mr.
Loftus has 20 years of real estate experience. Prior to joining the
firm, he served as a senior officer at Tishman Speyer Properties
overseeing domestic and foreign financial staff. He served as Chief
Administrative Officer and was instrumental in two portfolio mergers at
Cornerstone Properties Inc., a NYSE-listed REIT subsequently sold to
Equity Office Properties. He also coordinated the spin-off of Deutsche
Bank real estate operations in the U.S. Mr. Loftus graduated Magna Cum
Laude from Seton Hall University with his B. S. in Accounting and his
M.B.A. in Finance, and is a Certified Public Accountant.
Nathan D. Taft
Acquisitions Manager
Mr.
Taft sources and closes acquisitions for the Rose Smart Growth
Investment Fund, asset manages Fund portfolio properties, and leads
efforts to transform Fund assets with green building investments. He
has assisted with the development and implementation of the Fund’s
strategy and has experience with design and construction management,
leasing, and repositioning assets. His prior experience includes
working for a double-bottom line private equity fund at J.P. Morgan and
leading public-private economic development partnerships with city and
state government for Yale University. Mr. Taft earned his M.B.A. from
the Yale School of Management in 2004, and his B.A. in Intellectual
History from Yale University in 1995.
Mona Gadallah
Fund Controller
Ms.
Gadallah is responsible for Fund reporting and asset management with
over 15 years of real estate experience. As former Asst. Controller of
the East Coast regional office for RREEF Management, she was
instrumental in growing the office almost four-fold over a 3-year
period and oversaw financial reporting for approximately 400 commercial
properties. As Portfolio Manager at DRA Advisors LLC, her
responsibilities included investor reporting for a $350 million real
estate fund and acquisitions due diligence. Mona graduated from
Montclair State University with a B. S. in Marketing and
Finance.
Clayton J. McPhail
Acquisitions Analyst
Mr.
McPhail is primarily responsible for property underwriting and
valuation. He is also tasked with deal sourcing, due diligence for new
acquisitions, and various asset management duties. Prior to
joining Jonathan Rose Companies, Mr. McPhail worked for Madison
International Realty, a real estate private equity firm that provides
joint venture and preferred equity for stabilized commercial real
estate as well as liquidity to holders of partnership and member
interests. Mr. McPhail also brings international experience to his role
at Jonathan Rose Companies having worked for Frankfurt based Lohnbach
Investment Partners, a German investment platform of the Soros Real
Estate Investors Fund. Mr. McPhail earned a Master of Design Studies
(MDeS), Real Estate and Urban Development Concentration, from Harvard
University in 2004. He received his Bachelor of Architecture from
University of Tennessee in 2003.
Dara Kovel
Director, Connecticut Regional Office (New
Haven, CT)
Ms.
Kovel has over 15 years experience in mixed use and affordable housing
planning, development, financing and construction. She has initiated
and been involved in a variety of projects throughout the states of
California and Connecticut, totaling over 3,000 units in 27
developments. Ms. Kovel is responsible for sourcing and managing
projects for the Fund in the Connecticut region. Her ongoing work
entails acquisitions, business development, planning and project
management in Connecticut. Ms. Kovel received a B.A. from
Yale
University and an M.B.A. from the Yale School of Management.
Charles J. Perry
Managing Partner, Perry Rose LLC (Denver, CO)
Mr.
Perry is an authority in community-based planning and mixed-use,
mixed-income infill real estate development with more than 30 years of
real estate and planning experience. Mr. Perry is responsible for
sourcing and managing projects for the Fund in the Rocky Mountain
region. He developed award-winning green mixed use projects including
Highland Garden Village, a model urban development in Denver. Mr. Perry
was formerly a senior executive at the Denver Urban Renewal Authority
and the Denver Planning Office. He holds a B.A. in Political Science
from the University of Denver and a Ph.D. in Urban and Regional
Planning from Massachusetts Institute of Technology with a
specialization in citizen participation and land use
planning.
Theresa Bell
Managing Partner, Romero Rose LLC
(Albuquerque, NM)
Ms.
Bell is a commercial real estate broker and developer with expertise in
acquisitions, asset management and mixed-use development with more than
20 years of experience. Ms. Bell is responsible for sourcing and
managing projects for the Fund in the Southwest. She is currently
managing the firm’s Alvarado Transportation Downtown Albuquerque
Redevelopment, a $50 million mixed-use development. Ms. Bell received
her Bachelor’s degree in Business Administration with degrees in both
Finance and Real Estate from New Mexico State University.
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