Jonathan Roberts

Since 1983, Jon has developed extensive real estate capital markets experience with primary concentration in multi tenant residential rental housing and health care related assets. Jon’s niche expertise is aiding clients in navigating "tax-advantaged" capital markets products – such as the origination/engineering and reengineering of low income housing tax credit equity, historic tax credit equity, tax-exempt bond finance (housing, healthcare, cultural, not-for-profit, and industrial development), and related interest rate products (investment contracts and interest rate sensitive hedging techniques).

Jon has structured simple to complex transactions – including negotiated, privately placed and competitive bid production involving all levels of credit quality – unrated and rated, and/or enhanced and unenhanced. Key among Jon’s strengths is his extensive knowledge of Fannie Mae, Freddie Mac, HUD, letter of credit, fixed or variable rate, cash and forward commitment debt financing programs.

Over Jon’s career he has participated with his clients/employers in achieving over $2 billion in total finance. His total housing expertise includes the financing of over 13,000 multifamily/student/senior housing (including ILF/ALF/hospice/mental health) units. Jon possesses a CFA designation and is a member of the Institute of Chartered Financial Analysts (CFA - Cleveland, Ohio Society), a CPA (inactive), and a member of the American Institute of Certified Public Accountants.

Experience includes being the founder and principal of Roberts Consulting, LLC, a privately held capital markets consultation firm, having been the National Managing Director of Housing and HealthCare in the Public Finance Department of McDonald Investments (KeyBank), Special Financial Analyst/Treasurer for University Hospitals Health System, and Senior Auditor for Ernst & Whinney (Ernst & Young). Jon possesses a BS/BA from Boston University and a MS in Accounting from Northeastern University.

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Walter Johnson

Walter Johnson has extensive experience in both corporate and municipal finance and has been instrumental in the public sale and private placement of in excess of one billion dollars of both secured and unsecured debt and equity. He has particular expertise in structured capital markets securities transactions.

Walter held the position of Assistant Treasurer at Kmart Corporation from 1972-1982 with responsibility for cash management, investment policy and all corporate real estate finance. In 1982-83 he served on the Grace Commission in Washington, DC with responsibility for the cash management study of the Department of Interior. In 1983 he joined Roney & Co. as General Partner with responsibility for investment banking services for corporate, municipal and institutional customers.

In 1993 Walter joined Michigan National Bank as Vice President of Public Finance with responsibility for developing financing strategies and coordinating the efforts of the financial services team to provide underwriting services to municipal finance customers.

In 1996 Walter founded GLC Financial Services, LLC in order to provide structured capital markets project financing alternatives and investment programs for clients using taxable adjustable rate notes. He has worked to continually enhance and revise the financing structure to best serve the needs of GLC’s clients. The resulting program offers more flexibility and benefits than any other financing vehicle available on the market, and was formally named the TARN® Financing & Investment Program.

In 2008 GLC Financial Services was merged into The Third Coast Companies in order to continue and expand the scope of financial services offered to its clients.

Walter holds a BBA in Finance from Ohio University and a MBA from Wayne State University. He is licensed as a Securities Representative and Principal, and is also a licensed real estate salesperson in the state of Michigan.

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William Vogel

William C. Vogel, III is the founder of The Third Coast Companies. Bill has experience with a wide variety of multi-tenant residential asset classes, including traditional market-rent apartments, low-to-moderate income housing, university student housing, independent & assisted living senior housing, campus apartments, fraternity & sorority housing, mobile home parks, condominium associations and fractured condominium apartments.

Bill began his real estate career as a lending officer for Flagstar Bank, FSB in Troy, Michigan, where he was involved with both residential and multifamily real estate lending. In 2004, Bill became the founding principal of a predecessor entity which ultimately grew into The Third Coast Companies. Since that time, Bill has successfully closed numerous capital markets engagements, asset turnaround assignments, private equity commitment raises and, in select circumstances, served as brokerage representative to owner/clients.

Bill is both a licensed real estate broker (Michigan) and licensed limited real estate appraiser (Michigan), and is an active member of both the Appraisal Institute and the Institute of Real Estate Management. Bill studied Real Estate as a degree concentration at Marylhurst University in Portland, Oregon, and has successfully completed numerous MAI & CPM designation classes with the Appraisal Institute and the Institute of Real Estate Management. Bill is currently a candidate for the CPM® designation.

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