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CHARLES W. BAUMAN 1402 Third Ave, Suite 808 Seattle, WA 98101 [email protected] 425.802.3352 EXPERIENCE barrientos | RYAN Seattle, WA Partner April 2017 – Present Focus on business development, working to structure and secure financing for development opportunities across the region while leading implementation efforts for active multi-family development projects Identify and analyze potential developments; determine land use strategies; develop project proformas Foster relationships with equity partners; secure debt financing; structure project capital stacks Negotiate PSAs and partner agreements; secure project entitlements and funding; manage land acquisition Solicit consultant fee proposals; develop scopes of work; negotiate contracts; coordinate consultant efforts Garner public support through outreach; manage relations with the City, regulatory bodies, and stakeholders Oversee design process; provide architects and consultants with feedback to reduce costs and maximize rents Manage client relationships and expectations, present status updates, and obtain client approvals as needed Oversee construction administration; coordinate requisition process and project close-outs Direct operations team and property managers on marketing and branding strategies; review work products Work with leasing and property management teams ensuring timely lease-up and asset performance Active in Seattle community: Member: Belltown Community Council; ULI Programs Committee Bentall Kennedy Seattle, WA Associate, Development April 2014 – April 2017 Acted as Owner’s Representative on behalf of clients to analyze and acquire new development investments, manage partnerships, ensure project quality and asset performance, and successfully deliver all developments Evaluated potential developments for project feasibility and alignment with client investment mandates Developed complex financial proformas and performed market research to support investment decisions Coordinated the drafting of transaction agreements and oversaw acquisition due diligence and closings Provided owner direction to development partners, enforced JV contracts, and resolved disputes as needed Managed all financial aspects through construction including requisitions, contracting and budget tracking Monitored construction progress and consultant team ensuring compliance with design, budget, and schedule Developed operating plans and budgets, valued assets, and oversaw development transitions to operations Modeled tenant leases, budgets, and cash flows using Argus Enterprise to evaluate investment decisions Cascadia Capital, LLC Seattle, WA Investment Banking Analyst September 2013 – April 2014 Executed M&A and equity transactions across the information technology and healthcare sectors Sourced business development opportunities; valued acquisition targets; managed due diligence processes Conducted in-depth market research; prepared and presented materials to investors and company boards The Vanguard Group Scottsdale, AZ High Net-Worth Client Manager June 2011 – June 2012 Managed a portfolio of high net-worth clients providing ongoing need assessments and financial guidance Engaged in financial planning and investment discussions; analyzed portfolio performance and risk exposure EDUCATION The University of Edinburgh Edinburgh, UK MSc with Distinction, Finance and Investment Graduation Date: November 2013 Dissertation: Comparative Performance and Risk of Value Investment Strategies: 1991-2011 The University of Arizona Tucson, AZ BSBA with a Finance Major, Magna Cum Laude Graduation Date: May 2011 Certificate of Construction Management – University of Washington, 2017 Certificate of Advanced Study in Commercial Real Estate Development – NAIOP, 2015

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Page 1: CHARLES W. BAUMAN - barrientos RYANbarrientosryan.com/wp-content/uploads/2019/02/Bauman-Resume_2… · Completed Fall 2016 Katy MOB II / Sugarland MOB II – Houston, TX Dual 4-story

 

 

CHARLES W. BAUMAN 1402 Third Ave, Suite 808 Seattle, WA 98101 • [email protected] • 425.802.3352

EXPERIENCE

barrientos | RYAN Seattle, WA Partner April 2017 – Present Focus on business development, working to structure and secure financing for development opportunities across the region while leading implementation efforts for active multi-family development projects

Identify and analyze potential developments; determine land use strategies; develop project proformas Foster relationships with equity partners; secure debt financing; structure project capital stacks Negotiate PSAs and partner agreements; secure project entitlements and funding; manage land acquisition Solicit consultant fee proposals; develop scopes of work; negotiate contracts; coordinate consultant efforts Garner public support through outreach; manage relations with the City, regulatory bodies, and stakeholders Oversee design process; provide architects and consultants with feedback to reduce costs and maximize rents Manage client relationships and expectations, present status updates, and obtain client approvals as needed Oversee construction administration; coordinate requisition process and project close-outs Direct operations team and property managers on marketing and branding strategies; review work products Work with leasing and property management teams ensuring timely lease-up and asset performance Active in Seattle community: Member: Belltown Community Council; ULI Programs Committee

Bentall Kennedy Seattle, WA Associate, Development April 2014 – April 2017

Acted as Owner’s Representative on behalf of clients to analyze and acquire new development investments, manage partnerships, ensure project quality and asset performance, and successfully deliver all developments

Evaluated potential developments for project feasibility and alignment with client investment mandates Developed complex financial proformas and performed market research to support investment decisions Coordinated the drafting of transaction agreements and oversaw acquisition due diligence and closings Provided owner direction to development partners, enforced JV contracts, and resolved disputes as needed Managed all financial aspects through construction including requisitions, contracting and budget tracking Monitored construction progress and consultant team ensuring compliance with design, budget, and schedule Developed operating plans and budgets, valued assets, and oversaw development transitions to operations Modeled tenant leases, budgets, and cash flows using Argus Enterprise to evaluate investment decisions

Cascadia Capital, LLC Seattle, WA Investment Banking Analyst September 2013 – April 2014 Executed M&A and equity transactions across the information technology and healthcare sectors Sourced business development opportunities; valued acquisition targets; managed due diligence processes Conducted in-depth market research; prepared and presented materials to investors and company boards

The Vanguard Group Scottsdale, AZ High Net-Worth Client Manager June 2011 – June 2012 Managed a portfolio of high net-worth clients providing ongoing need assessments and financial guidance Engaged in financial planning and investment discussions; analyzed portfolio performance and risk exposure

EDUCATION

The University of Edinburgh Edinburgh, UK MSc with Distinction, Finance and Investment Graduation Date: November 2013 Dissertation: Comparative Performance and Risk of Value Investment Strategies: 1991-2011

The University of Arizona Tucson, AZ BSBA with a Finance Major, Magna Cum Laude Graduation Date: May 2011

Certificate of Construction Management – University of Washington, 2017

Certificate of Advanced Study in Commercial Real Estate Development – NAIOP, 2015

Page 2: CHARLES W. BAUMAN - barrientos RYANbarrientosryan.com/wp-content/uploads/2019/02/Bauman-Resume_2… · Completed Fall 2016 Katy MOB II / Sugarland MOB II – Houston, TX Dual 4-story

 

 

REPRESENTATIVE PROJECTS 

CURRENT PROJECTS (at barrientosRYAN)

1200 NE 45TH TOD– Seattle, WA 22-story University District high rise tower 215 residential units with 3,000sf of ground floor commercial Total Project Cost: $100 million Project Status: Design and entitlements Expected Completion: Winter 2022

Mixed-Use Queen Anne Development – Seattle, WA 280 residential units with 50,000sf of ground floor grocery store Total Project Cost: $100 million+ Project Status: Acquisition and entitlements Expected Completion: Q2 2023

Othello Square TOD Master Plan – Seattle, WA

3-acre, 4 building campus located adjacent to Othello light rail station 400 workforce housing units, 50,000sf community center, 40,000sf

community health clinic, charter high school, large public plaza Total Project Cost: $200 million Project Status: Environmental remediation, design and acquisition Expected Completion: 2024

Othello Affordable Cooperative – Seattle, WA

68 affordable homeownership units with ground floor commercial space located adjacent to Othello light rail station

Total Project Cost: $25 million Project Status: Design, entitlement and acquisition Expected Completion: Spring 2021

Tower Steps – Seattle, WA

2 building community located at the base of the iconic Pacific Tower 300 mixed-income housing units in 2 buildings on a shared podium

surrounding a large plaza with elderly and child care provided Total Project Cost: $120 million Project Status: Design and entitlements Expected Completion: TBD

Page 3: CHARLES W. BAUMAN - barrientos RYANbarrientosryan.com/wp-content/uploads/2019/02/Bauman-Resume_2… · Completed Fall 2016 Katy MOB II / Sugarland MOB II – Houston, TX Dual 4-story

 

 

PRIOR PROJECTS - DEVELOPMENT (at Bentall Kennedy)

Capitol Hill TOD – Seattle, WA TOD mixed-use development; Ground leased from Sound Transit 330 market rate units with 33,000sf of retail/commercial Total Project Cost: $165 million Project Status: Under construction Expected Completion: Summer 2020

Windward / Block 137 – Lake Oswego, OR

2.4 acre mixed-use development 200 market rate units with 36,000sf of retail/commercial Total Project Cost: $97 million Completed Spring 2018

101 Greenwich – New York, NY

Acquisition and redevelopment of existing 26-story office building 473,000sf of rentable area with full re-tenanting Total Project Cost: $340 million ($220mm PP/$120mm Dev) Completed Fall 2017

Solaire – San Francisco, CA

32-story market rate tower in SOMA neighborhood 409 market rate units with 7,900sf of retail Partnership with Mercy Housing to develop adjacent affordable units Total Project Cost: $230 million Completed Fall 2016

Katy MOB II / Sugarland MOB II – Houston, TX

Dual 4-story medical office buildings master leased to MHHS 204,000sf of gross area across both buildings Total Project Cost: $25 million Completed Spring 2016

Elan Uptown – Minneapolis, MN

8-building multi-family development spanning 5.7 acres 652 luxury units along the Midtown Greenway in Minneapolis Total Project Cost: $135 million Completed Summer 2015

Page 4: CHARLES W. BAUMAN - barrientos RYANbarrientosryan.com/wp-content/uploads/2019/02/Bauman-Resume_2… · Completed Fall 2016 Katy MOB II / Sugarland MOB II – Houston, TX Dual 4-story

 

 

PRIOR PROJECTS – ACQUISITIONS/FINANCINGS (at Bentall Kennedy)

9th & Thomas – Seattle, WA

Mezzanine loan on ground-up office development 154,000sf of Class A office space with 11,000sf of retail Loan amount: $77 million Transaction closed Winter 2016

Diridon Station – San Jose, CA

8.2 acre land acquisition for $630 million development opportunity Planned for 1,000,000sf of office, 325 housing units, and retail plaza Acquisition: $59 million land closing Transaction closed Fall 2015

757 Third Avenue – New York, NY

Acquisition of existing Manhattan office building 500,000sf of Class A office space with ground floor retail Acquisition: $355 million Transaction closed Spring 2015

Midtown Crossing – Los Angeles, CA

Acquisition of existing retail complex 315,000sf of national retailers and dining options Acquisition: $187 million Transaction closed Winter 2015

  600 California Street – San Francisco, CA

Acquisition of existing office building in 1031 exchange 360,000sf of Class A office space with ground floor retail Acquisition: $217 million Transaction closed Fall 2014

Hollywood 959 – Los Angeles, CA

Mezzanine loan on ground-up office development 244,000sf of Class A office space across 2 buildings Loan amount: $95 million Transaction closed 2013