OUR PEOPLE

CenterSquare takes pride in our team and is continually looking to attract and retain the best and brightest minds in real asset investment management. CenterSquare has grown consistently to include over 60 employees located in Philadelphia, Los Angeles, London and Singapore.  Our global investment team is truly global with members from 8 nations - the U.S., China, Japan, the UK, Italy, Germany, Australia, and Malaysia. 

LISTED REAL ESTATE

Dean Frankel, CFA

Managing Director

Head of Real Estate Securities

Eric Rothman, CFA

Portfolio Manager

Real Estate Securities

Matthew Goulding, CFA

Portfolio & Regional Manager

Real Estate Securities

Joachim Kehr

Portfolio & Regional Manager

Real Estate Securities

Patrick Wilson, CFA

Assistant Portfolio Manager

Real Estate Securities

Rob Goldstein, CFA

Assistant Portfolio Manager

Real Estate Securities

PRIVATE EQUITY REAL ESTATE

David L. Rabin, J.D.

Managing Director

Private Real Estate

Mark B. Greco

Director

Private Real Estate

Jeffrey B. Reder

Senior Vice President

Private Real Estate

Chad C. Burkhardt

Senior Vice President

Private Real Estate

Robert J. Holuba

Vice President

Private Real Estate

LISTED INFRASTRUCTURE

Theodore W. Brooks III, CFA

Portfolio Manager

Infrastructure Securities

Marshall E. Reid, CFA

Senior Analyst

Infrastructure Securities

Jonathan Treitel, CFA

Senior Analyst

Infrastructure Securities

YEARS WITH FIRM

22

INDUSTRY EXPERIENCE

22




Mr. Frankel is Managing Director and Head of Real Estate Securities at CenterSquare Investment Management. He is responsible for management of the firm’s proprietary research process.  In addition, Mr. Frankel analyzes and interprets implications of major events and economic trends while managing the daily operations of the real estate securities portfolios. Mr. Frankel also dedicates a significant portion of his time to on-site visits with companies and property tours in order to make real time assessments of a market’s health. Prior to joining CenterSquare in 1997, Mr. Frankel ran a retail distribution business.  Mr. Frankel received a B.S. in Economics from the University of Pennsylvania’s Wharton School of Business. He is a CFA charterholder and member of the CFA Institute.

YEARS WITH FIRM

12

INDUSTRY EXPERIENCE

23




Mr. Rothman serves as Portfolio Manager for CenterSquare Investment Management’s real estate securities group. He joined the firm in 2006, and is responsible for market research, sector allocations, research, and financial modeling across the U.S. real estate securities universe. Mr. Rothman also manages a REIT preferred stock separate account mandate. He has over 20 years of REIT and real estate investment experience. Prior to joining CenterSquare, he spent more than six years as a sell-side REIT analyst at Wachovia Securities and three years as an analyst at AEW Capital Management, LP. Mr. Rothman graduated cum laude from Boston University with a B.A. in Economics, International Relations and French. He is a CFA charterholder and member of the CFA Institute.

YEARS WITH FIRM

9

INDUSTRY EXPERIENCE

18




Mr. Goulding is a Portfolio & Regional Manager in the real estate securities group and joined CenterSquare in 2009.  He is an employee of the CenterSquare Investment Management UK branch office.  He has primary responsibility for investment research for UK and European real estate securities.  Mr. Goulding holds a BSc (with First Class Honors) in Basic Medical Sciences With Pharmacology from King’s College, London.  Prior to joining, Mr. Goulding was a European Equity Analyst with Nikko Asset Management Europe Ltd., and a Pan-European Equity Analyst with M&G Investment Management. He is a CFA charterholder and member of the CFA Institute and the CFA Society of the UK.

YEARS WITH FIRM

7

INDUSTRY EXPERIENCE

12




Mr. Kehr is a Portfolio Manager & Regional Manager in the real estate securities group and joined CenterSquare in 2011.  He is an employee of the CenterSquare Investment Management Singapore branch office.  Mr. Kehr has pan-Asian portfolio management responsibility with primary coverage of listed real estate securities in Japan and Australia.  Mr. Kehr brings 9 years of investment management experience to his role and previously covered listed real estate securities in Hong Kong and Singapore.  He holds an MSc in Economics from Tilburg University, The Netherlands and Peking University, China. Prior to joining, Mr. Kehr was an analyst for listed real estate with BNP Paribas Asset Management in Amsterdam and Singapore.

YEARS WITH FIRM

7

INDUSTRY EXPERIENCE

14




Mr. Wilson is an Assistant Portfolio Manager for CenterSquare Investment Management’s real estate securities group.   Mr. Wilson joined the team in 2011 and supports the portfolio management team in determining sector and risk allocations in addition to conducting full investment analyses and valuations for the securities within the U.S. REIT universe.  Prior to joining CenterSquare, Mr. Wilson was an Acquisitions Analyst and Investment Analyst with Copper Station Holdings and an Associate with the Royal Bank of Canada.  Mr. Wilson holds a B.S. in International Business and a B.A. in Spanish from the College of Charleston, and an M.S. in Finance from The Villanova School of Business.   He is a CFA charterholder and member of the CFA Institute and the CFA Society of Philadelphia.

 

YEARS WITH FIRM

8

INDUSTRY EXPERIENCE

8




Mr. Goldstein is an Assistant Portfolio Manager for CenterSquare Investment Management’s real estate securities group.  He joined the team in 2011 and focuses primarily on investment research for U.S. real estate securities.  Prior to joining CenterSquare Investment, Mr. Goldstein worked for one year in Macy’s Inc. Inventory Planning division in New York City and spent two years as the Co-Founder and CFO of ChronoWake in Philadelphia.  Mr. Goldstein graduated Cum Laude from the Wharton School at the University of Pennsylvania and holds a BS in Economics with a concentration in Finance. He is a CFA charterholder and member of the CFA Institute.

YEARS WITH FIRM

15

INDUSTRY EXPERIENCE

35




Mr. Rabin serves as Managing Director of the Private Real Estate Group at CenterSquare and is responsible for all activities relating to the direct investment in real estate including acquisitions, asset management, financing, dispositions, and client reporting. He is also a member of the Private Real Estate Investment Committee. Mr. Rabin has over 30 years of real estate investment management experience, including extensive experience in acquisition, disposition, asset management and portfolio management roles. Prior to joining CenterSquare in 2003, Mr. Rabin was a Principal and Director of Investments for PMRealty Advisors, a wholly-owned subsidiary of Pacific Life Insurance Company. In this position, during his 5 years at PMRealty, he directed and managed all of the transactional activity for the firm. Mr. Rabin was also a member of PMRealty Advisors' Policy and Investment Committees. During the 12 years prior to joining PMRealty, he was responsible for acquisitions, dispositions and portfolio management on behalf of National Life of Vermont and its separate account clients. Mr. Rabin holds a B.S. in Business Management from the University of Maryland and a J.D. from the Columbus School of Law, Catholic University of America. He is a member of the Bar in both Maryland and the District of Columbia. 

YEARS WITH FIRM

23

INDUSTRY EXPERIENCE

36




Mr. Greco is the Director of Asset Management at CenterSquare and is responsible for oversight of the due diligence process, execution of the property business plans and operating partner performance. He is also a member of the Private Real Estate Investment Committee. Prior to joining the Company in 1995, Mr. Greco worked for CMS Companies, a Philadelphia-based investment company. During his tenure, he was instrumental in building the asset management department. Mr. Greco was a Senior Group Controller with the Rouse Company, a national retail company based in Columbia, Maryland, where he had primary responsibility for oversight of management, leasing and financial accounting details for a regional mall portfolio. Mr. Greco was a Senior Accountant on the audit staff of Deloitte Haskins and Sells in the New York City and Baltimore offices. Mr. Greco received a B.S. degree in Accounting from Villanova University and is a licensed Certified Public Accountant. He serves as a member of the Investment Committee for CenterSquare’s Private Real Estate Group.

YEARS WITH FIRM

13

INDUSTRY EXPERIENCE

22




Mr. Reder serves as a Senior Vice President in the Acquisition Group of CenterSquare and is based in the Southern California office. He is responsible for the sourcing, underwriting and closing of real estate acquisitions and investment transactions in the western region of the U.S. Mr. Reder brings many years of experience in both real estate and investment banking to his position. Immediately prior to joining CenterSquare, he served as Vice President for a private real estate investment firm where he was a member of the Investment Committee, headed the asset management department, led the evaluation and underwriting of prospective acquisitions and managed the day-to-day operations and leasing of properties nationwide. Mr. Reder began his career as an investment banker at Salomon Brothers in New York eventually leaving Wall Street as a Vice President of Corporate Finance before returning home to his native Southern California.

Mr. Reder holds a B.A. in both Economics and Psychology from Northwestern University. He is also professionally affiliated with the Urban Land Institute, International Council of Shopping Centers, National Association for Industrial and Office Parks, National Multi Housing Council and Real Estate Investment Advisory Council. He serves as a member of the Investment Committee for CenterSquare’s Private Real Estate Group.

YEARS WITH FIRM

5

INDUSTRY EXPERIENCE

17




Chad Burkhardt is Senior Vice President in CenterSquare’s Private Real Estate Group and is based in Philadelphia.  He oversees acquisitions in the eastern region of the U.S. and serves as a member of the Investment Committee.  Prior to joining CenterSquare in 2013, he was a Director at Blackpoint Partners, where he led acquisitions in the U.S. and Puerto Rico.  Previously, Mr. Burkhardt was a Vice President at D. E. Shaw & Co., a multi-strategy hedge fund based in New York.  Mr. Burkhardt oversaw commercial real estate acquisitions, and was responsible for real estate credit, which included the purchase of senior and subordinate debt positions, as well as CMBS and REIT bonds. In addition, he was responsible for portfolio management and the disposition of select real estate assets globally. Prior to D. E. Shaw, Mr. Burkhardt worked at Merrill Lynch & Co. as a Vice President in Global Principal Investments, the group responsible for investing the firm’s balance sheet in commercial real estate debt and equity, with a focus on the Americas.   Mr. Burkhardt graduated from Cornell University with a B.S. in Hotel Administration with a concentration in Real Estate Finance and Management. He serves on the board of directors of NYPEN Real Estate.

YEARS WITH FIRM

5

INDUSTRY EXPERIENCE

13




Mr. Holuba serves as a Portfolio Manager for CenterSquare’s Resilient Cash Flow Retail Strategy and is responsible for all aspects of managing equity and debt investments including the sourcing and acquisition of new investments, implementation of business plans, leasing agents and other third-party resources, and dispositions. Prior to joining CenterSquare, Mr. Holuba worked for Lubert-Adler Real Estate Partners performing acquisitions and investment management functions on behalf of Lubert-Adler Real Estate Fund VI ($2.5 billion).  Mr. Holuba began his career at Apartment Investment Management Company (ticker: AIV) where he worked with the development finance team.  

Mr. Holuba holds a B.A. in History from Princeton University and an MBA from the McDonough School of Business at Georgetown University.  He is an active member of ICSC and NAIOP and currently serves on the Associate Advisory Board for the Steers Center for Global Real Estate at Georgetown University and the Board of Directors for the Princeton Football Association.

YEARS WITH FIRM

4

INDUSTRY EXPERIENCE

22




Mr. Brooks is a Portfolio Manager for CenterSquare Investment Management’s global listed infrastructure group. He joined the firm in 2014 and has primary responsibility for coverage of North American and European utilities. Prior to joining CenterSquare, Mr. Brooks was a Director of Equity Research, Power & Utilities Group at Barclays Capital from 2005-2014, and an Investment Banking Analyst at Credit Suisse First Boston in New York, NY from 2004-2005. Mr. Brooks holds an MBA in Finance from the New York University Stern School of Business, and a BA in History from the College of the Holy Cross. He is a CFA charterholder and member of the CFA Institute.

YEARS WITH FIRM

4

INDUSTRY EXPERIENCE

18




Mr. Reid is a Senior Analyst for CenterSquare Investment Management’s global listed infrastructure group. He joined the firm in 2014 and has primary responsibility for coverage of the transportation sector. Prior to joining CenterSquare, Mr. Reid was a Senior Investment Manager at the Teacher Retirement System of Texas, where he supported a $20B actively managed fund of publicly traded equities. Prior to this, Mr. Reid was a Vice President, Equity Research Analyst at Banc of America Securities specializing in Chemicals and Industrial Services, a Senior Associate, Investment Banking at ABN AMRO Incorporated, and a Global Commercial Manager (Chemicals) at Mitsubishi International Corporation. Mr. Reid holds an MBA in Finance and Accounting from the Ross School of Business at the University of Michigan, and a BA in Japanese and Economics from Colgate University. He is a CFA charterholder and member of the CFA Institute.

YEARS WITH FIRM

2

INDUSTRY EXPERIENCE

12




Mr. Treitel serves as a Senior Analyst for CenterSquare Investment Management’s global listed infrastructure group.  Mr. Treitel joined the firm in 2016, and his coverage includes energy, industrial, and utility equities. Prior to joining CenterSquare, Mr. Treitel was a Portfolio Manager and analyst at Columbia Partners and Turner Investments, in Berwyn, PA.  He has over a decade of experience and his work has spanned several sectors.  Mr. Treitel holds a BA in Economics and English from Columbia University. He is a CFA charterholder and member of the CFA Institute and the CFA Society of Philadelphia.

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