Real Estate

 

Steven H. Goldberg
Managing Director: toggle

Head of Real Estate Investment Group
Steve Goldberg sgoldberg@rwbaird.com

Steven joined Baird in 2011 from FBR Capital Markets, where he was Global Head of Real Estate Investment Banking. Steve has in excess of 20 years of investment banking experience. During that time, he has overseen a variety of transactions including numerous initial public offerings, 144A private placements, perpetual preferred offerings, corporate bond and convert offerings, merger and acquisition advisories, asset-level joint ventures, private placements and general financial advisory. During his career, Steve has advised on more than $15 billion of total transaction volume. Steve has held senior banking positions with FBR Capital Markets, Lehman Brothers and CIBC World Markets. He received a BS in Finance from the University of Connecticut.

Adam Lefkowitz
Director: toggle

Adam Lefkowitzalefkowitz@rwbaird.com

Adam joined Baird's Real Estate Investment Banking Group in 2012. His primary focus is in retail real estate where he provides advisory and capital raising expertise for both publicly traded and private companies. Additionally, Adam executes advisory assignments more broadly across all real estate sectors. Prior to joining Baird, Adam was a Senior Vice President in the Real Estate Investment Banking group with FBR & Co. (NASDAQ: FBRC). During his five years at FBR, Adam completed numerous advisory and capital-raising transactions for public and private companies. Prior to his experience at FBR, Adam was the Director of Capital Planning for The Mills Corporation, a formerly publicly traded real estate investment trust that developed, owned, and operated major, super-regional outlet shopping malls. Adam began his career in the lodging sector working for Marriott International (NYSE: MAR). He received a BA in Finance and International Business from Penn State University and an MBA from Virginia Tech.

Jim O'Brien
Managing Director: toggle

Jim O'Brienjobrien@rwbaird.com

Jim joined Baird's Real Estate Investment Banking Group in 2011 from FBR Capital Markets, where he established and led the Real Estate Private Equity and Advisory Group. Prior to FBR, Jim was a member of the Private Equity Placement Group with UBS Investment Bank for five years and served as President and Founder of CVC Investments, Inc. from 1989-1999. Jim received a BS in management from St. Joseph's University and earned an MBA from Duke University.

Jeffrey F. Rogatz
Managing Director: toggle

Mergers & Acquisitions
Jeff Rogatz jrogatz@rwbaird.com

Jeff joined Baird in 2011 as a Managing Director in the Real Estate Investment Banking Group based in McLean, Virginia. His primary areas of focus are equity and M&A opportunities in the office, industrial and health care related real estate space. With more than 20 years in the industry, Jeff has extensive experience including numerous initial public offerings, perpetual preferred offerings, corporate bond and convert offerings, merger and acquisition advisories, asset-level joint ventures, private placements and general financial advisory.

Prior to Baird, Jeff was President of Ridgeway Capital LLC. He also served as Chief Financial Officer of Brandywine Realty Trust and, prior to that, was the Head of the REIT practice at Legg Mason Wood Walker.

Jeff earned a BS in systems engineering from the University of Virginia and a MBA from The College of William & Mary.