Courtney Nelson

Director de Sistemas - Transacciones Inmobiliarias
Catholic Health Initiatives
Biografía:
Courtney Nelson (fka Hanfland) (303) 518-4676 QUALIFICATIONS: Experienced healthcare real estate executive with a proven ability to create value for organizations through experience working in a variety of roles across the sector. Extensive knowledge and abilities to close transactions on time with ideal outcomes, perform analytical underwriting, market analysis, strategic relationship management, senior leadership reporting, portfolio maximization and strategic real estate planning. Extensive knowledge of healthcare real estate dynamics and diverse experience with physician recruiting including transition from private practice to hospital employment and managing the dynamics involved in such a change. EMPLOYMENT HISTORY Catholic Health Initiatives Englewood, Colorado October 2013 - Present System Director, Real Estate Transactions (Acquisition/Disposition, Development & Leasing) - Oversight of all transaction activity for system real estate portfolio in excess of 65M SF (average of 800 leases expiring annually – 2700 total leases across portfolio). - Developed and implemented all CHI lease administration and transaction management processes including: o Collaborating with key organization stakeholders (legal, risk, facilities, mission, treasury, tax, finance, etc) to develop the CHI standard real estate agreements. o Ensuring each transaction adheres to all CHI compliance and organization policies/procedures (including STARK/anti-kickback). o Development and implementation of proforma transaction presentation/analysis templates. o Managed initial implementation of Harborflex (lease administration database platform) and abstraction of leases; co-development of CHI lease administration standard policies/procedures; currently manage ongoing data integrity audits and day to day lease administration activities. o Oversaw implementation of Salesforce (transaction management system); establishing customized report templates; day to day use of the system and reporting. o Ongoing collaboration with key advisors (internal and external) for process improvement and resource management. - Managed, structured, negotiated and closed over $1B in sale leaseback transactions; successfully obtaining off balance sheet lease treatment and sale leaseback treatment. Closed four separate portfolio transactions ranging from $150-$750M (including the largest monetization by a health system in the sectors history). Personally completed the following: o Facilitated change management activities and internal governance matrix approvals including 15 local market leadership/board presentations, preparation of all internal communications and FAQs and materials for certain Catholic regulatory (Canon law) approvals. o Facilitated pre-transaction underwriting, portfolio selection, market due diligence, strategic plan review to finalize portfolios and individual deal structures. o Managed all transaction advisory partners – transaction/capital markets (CBRE) and financial impact/audit (H2C & E&Y) across all facets of the transaction process. o Managed all legal, title and survey team activities/scheduling to ensure each deal remained on schedule (pre-transaction title review performed, greatly reduced retrade risk by cleaning up title simultaneous with offering). o Successfully closed all property sales prior to varied internal Fiscal Year/Quarter End deadlines (completed all start to finish in a single 20-month period). - Identified and executed on savings opportunities for renewals/blend and extend leases resulting in over $25M in annual run rate savings; achieved over $250M in cost avoidance by standardizing transaction management practices. - Structured and managed all RFP processes for multiple market development projects ranging from $7-$250M in value. Personally completed the following for 10 development deals across 6 different markets: o Facilitated internal governance matrix approvals both market leadership and board as well as CHI required governance approvals. o Managed key third-party project advisors assisting with RFP processes. o Ensure all leases obtain off-balance sheet lease treatment and maintain compliance with all regulatory and compliance statues (civil and canon law). o Negotiation of all LOIs, development agreements, ground leases and space leases o Experience working through several complicated development agreement terminations and reimbursements for out of pocket costs, including management of disputes for work, costs, tenant delay, etc. o Managed several development deals involving employed physician investment, single source developer engagement, and small market rural development. o As part of the real estate team, worked on all CHI funded ambulatory/outpatient development including project budgeting, underwriting, scheduling and strategic planning. o Held a market based Executive Committee position on 3 ambulatory projects. - Responsible for maintaining positive and productive ongoing relationships with CHI senior leaders, board members, market/hospital leaders and real estate stakeholders (physician enterprise, IT, facilities, finance, etc), physicians, third party building owners and joint venture partners as it relates to ongoing real estate strategic planning and transaction activities. NexCore Group LP Denver, Colorado February 2008 – October 2013 Vice President Leasing, Asset Management & Acquisitions - Oversight of leasing policies and procedures for rapidly growing medical office real estate development company. - Responsible for positive and productive ongoing relationships with hospitals, physician tenants and joint venture partners. - Responsible for recruiting and retaining quality physicians and physician practice tenants in the medical office buildings in cooperation with hospital partners. - Responsible for transitioning new development projects from project completion to ongoing operations including; hiring management personnel or contracting with 3rd party company, overseeing the negotiation of vendor contracts, preparing and approving property budgets and managing ongoing loan draw activities while project leases to stabilization. - Responsible for acquisition underwriting, due diligence, tenant interviews, closing and seamless operational transition on $500M of acquisitions from 2010 to 2013. - Responsible for asset management relating to the ongoing management, operations, leasing, budgeting, financing and disposition strategies of a national medical office building portfolio exceeding 2.5M SF. - Supervisory responsibility for national team of property managers, leasing brokers, asset management associates and administrative personnel. - Personally leased over 175k SF of medical office space from 2009 to 2013, in conjunction with other roles. The BROE Group (formerly the Broe Companies), Denver, Colorado May 2005- February 2008 InSite Medical Properties Division Asset Manager (also held positions as administrative assistant and lease administrator) - Responsible for providing ongoing leasing and asset management responsibilities for a portfolio of 1.2M SF including: pricing strategies for assets, oversight of all lease negotiations, developing and implementing leasing and marketing strategies nationally and creating market research reports for each market including demographic and leasing trends as well as creating SWOT analysis for each asset and market relating to the portfolio, reviewing and approving annual property budgets, preparing and presenting monthly/quarterly/annual property/portfolio reports for Sr. Mgmt. and Capital Partners and presenting required reporting for hospital real estate partners. - Responsible for ongoing lease preparation, contract administration and final lease approval, analyzing over 260k SF of medical office lease transactions with a gross lease value in excess of $20M. - Providing ongoing acquisition support, including gathering, reviewing and approving due diligence materials. ACCOMPLISHMENTS & EDUCATION Projects and Accomplishments: - BOMA International – Medical Office Committee Co-Vice Chair (2017; 2018) - BOMA International – Medical Office Committee Co-Chair Nominee (2019; 2020 – to be confirmed at 2018 MOB Conference in Houston) - Healthcare Real Estate Insights – Healthcare Real Estate Executive of the Year Nominee (2016) - Denver Business Journal – 40 Under 40; Honorable Mention Nominee (2016) - BOMA International Healthcare Conference – General Session Panelist (2016) - Denver Metro BOMA – Healthcare Chair & Board of Directors Member (Oct 2013-Sept 2014) - Colorado Real Estate Journal – BOMA Healthcare Contributor (September 2013) - Stephens College - MBA Fellowship Recipient - Two Time Stephens College Trustee Award Nominee Education: Stephens College, Columbia, Missouri Master’s in Business Administration Blended Program (emphasis in Management) Graduated: August 2006 Stephens College, Columbia, Missouri Bachelor of Science in Fashion Marketing and Management Graduated: May 2004 MacIntosh Real Estate School, Denver, Colorado Colorado Associate Broker Education Program Program Completion: 2007 RELATED INTERESTS & COMMUNITY ACTIVITIES Westgate Elementary Parent Teacher Organization Lakewood, CO Fundraising Chair Stephens College Professional Mentor Columbia, MO Directorio de miembros  Arrow

Biografía: Courtney Nelson (fka Hanfland) (303) 518-4676 QUALIFICATIONS: Experienced healthcare real estate executive with a proven ability to create value for organizations through experience working in a variety of roles across the sector. Extensive knowledge and abilities to close transactions on time with ideal outcomes, perform analytical underwriting, market analysis, strategic relationship management, senior leadership reporting, portfolio maximization and strategic real estate planning. Extensive knowledge of healthcare real estate dynamics and diverse experience with physician recruiting including transition from private practice to hospital employment and managing the dynamics involved in such a change. EMPLOYMENT HISTORY Catholic Health Initiatives Englewood, Colorado October 2013 - Present System Director, Real Estate Transactions (Acquisition/Disposition, Development & Leasing) - Oversight of all transaction activity for system real estate portfolio in excess of 65M SF (average of 800 leases expiring annually – 2700 total leases across portfolio). - Developed and implemented all CHI lease administration and transaction management processes including: o Collaborating with key organization stakeholders (legal, risk, facilities, mission, treasury, tax, finance, etc) to develop the CHI standard real estate agreements. o Ensuring each transaction adheres to all CHI compliance and organization policies/procedures (including STARK/anti-kickback). o Development and implementation of proforma transaction presentation/analysis templates. o Managed initial implementation of Harborflex (lease administration database platform) and abstraction of leases; co-development of CHI lease administration standard policies/procedures; currently manage ongoing data integrity audits and day to day lease administration activities. o Oversaw implementation of Salesforce (transaction management system); establishing customized report templates; day to day use of the system and reporting. o Ongoing collaboration with key advisors (internal and external) for process improvement and resource management. - Managed, structured, negotiated and closed over $1B in sale leaseback transactions; successfully obtaining off balance sheet lease treatment and sale leaseback treatment. Closed four separate portfolio transactions ranging from $150-$750M (including the largest monetization by a health system in the sectors history). Personally completed the following: o Facilitated change management activities and internal governance matrix approvals including 15 local market leadership/board presentations, preparation of all internal communications and FAQs and materials for certain Catholic regulatory (Canon law) approvals. o Facilitated pre-transaction underwriting, portfolio selection, market due diligence, strategic plan review to finalize portfolios and individual deal structures. o Managed all transaction advisory partners – transaction/capital markets (CBRE) and financial impact/audit (H2C & E&Y) across all facets of the transaction process. o Managed all legal, title and survey team activities/scheduling to ensure each deal remained on schedule (pre-transaction title review performed, greatly reduced retrade risk by cleaning up title simultaneous with offering). o Successfully closed all property sales prior to varied internal Fiscal Year/Quarter End deadlines (completed all start to finish in a single 20-month period). - Identified and executed on savings opportunities for renewals/blend and extend leases resulting in over $25M in annual run rate savings; achieved over $250M in cost avoidance by standardizing transaction management practices. - Structured and managed all RFP processes for multiple market development projects ranging from $7-$250M in value. Personally completed the following for 10 development deals across 6 different markets: o Facilitated internal governance matrix approvals both market leadership and board as well as CHI required governance approvals. o Managed key third-party project advisors assisting with RFP processes. o Ensure all leases obtain off-balance sheet lease treatment and maintain compliance with all regulatory and compliance statues (civil and canon law). o Negotiation of all LOIs, development agreements, ground leases and space leases o Experience working through several complicated development agreement terminations and reimbursements for out of pocket costs, including management of disputes for work, costs, tenant delay, etc. o Managed several development deals involving employed physician investment, single source developer engagement, and small market rural development. o As part of the real estate team, worked on all CHI funded ambulatory/outpatient development including project budgeting, underwriting, scheduling and strategic planning. o Held a market based Executive Committee position on 3 ambulatory projects. - Responsible for maintaining positive and productive ongoing relationships with CHI senior leaders, board members, market/hospital leaders and real estate stakeholders (physician enterprise, IT, facilities, finance, etc), physicians, third party building owners and joint venture partners as it relates to ongoing real estate strategic planning and transaction activities. NexCore Group LP Denver, Colorado February 2008 – October 2013 Vice President Leasing, Asset Management & Acquisitions - Oversight of leasing policies and procedures for rapidly growing medical office real estate development company. - Responsible for positive and productive ongoing relationships with hospitals, physician tenants and joint venture partners. - Responsible for recruiting and retaining quality physicians and physician practice tenants in the medical office buildings in cooperation with hospital partners. - Responsible for transitioning new development projects from project completion to ongoing operations including; hiring management personnel or contracting with 3rd party company, overseeing the negotiation of vendor contracts, preparing and approving property budgets and managing ongoing loan draw activities while project leases to stabilization. - Responsible for acquisition underwriting, due diligence, tenant interviews, closing and seamless operational transition on $500M of acquisitions from 2010 to 2013. - Responsible for asset management relating to the ongoing management, operations, leasing, budgeting, financing and disposition strategies of a national medical office building portfolio exceeding 2.5M SF. - Supervisory responsibility for national team of property managers, leasing brokers, asset management associates and administrative personnel. - Personally leased over 175k SF of medical office space from 2009 to 2013, in conjunction with other roles. The BROE Group (formerly the Broe Companies), Denver, Colorado May 2005- February 2008 InSite Medical Properties Division Asset Manager (also held positions as administrative assistant and lease administrator) - Responsible for providing ongoing leasing and asset management responsibilities for a portfolio of 1.2M SF including: pricing strategies for assets, oversight of all lease negotiations, developing and implementing leasing and marketing strategies nationally and creating market research reports for each market including demographic and leasing trends as well as creating SWOT analysis for each asset and market relating to the portfolio, reviewing and approving annual property budgets, preparing and presenting monthly/quarterly/annual property/portfolio reports for Sr. Mgmt. and Capital Partners and presenting required reporting for hospital real estate partners. - Responsible for ongoing lease preparation, contract administration and final lease approval, analyzing over 260k SF of medical office lease transactions with a gross lease value in excess of $20M. - Providing ongoing acquisition support, including gathering, reviewing and approving due diligence materials. ACCOMPLISHMENTS & EDUCATION Projects and Accomplishments: - BOMA International – Medical Office Committee Co-Vice Chair (2017; 2018) - BOMA International – Medical Office Committee Co-Chair Nominee (2019; 2020 – to be confirmed at 2018 MOB Conference in Houston) - Healthcare Real Estate Insights – Healthcare Real Estate Executive of the Year Nominee (2016) - Denver Business Journal – 40 Under 40; Honorable Mention Nominee (2016) - BOMA International Healthcare Conference – General Session Panelist (2016) - Denver Metro BOMA – Healthcare Chair & Board of Directors Member (Oct 2013-Sept 2014) - Colorado Real Estate Journal – BOMA Healthcare Contributor (September 2013) - Stephens College - MBA Fellowship Recipient - Two Time Stephens College Trustee Award Nominee Education: Stephens College, Columbia, Missouri Master’s in Business Administration Blended Program (emphasis in Management) Graduated: August 2006 Stephens College, Columbia, Missouri Bachelor of Science in Fashion Marketing and Management Graduated: May 2004 MacIntosh Real Estate School, Denver, Colorado Colorado Associate Broker Education Program Program Completion: 2007 RELATED INTERESTS & COMMUNITY ACTIVITIES Westgate Elementary Parent Teacher Organization Lakewood, CO Fundraising Chair Stephens College Professional Mentor Columbia, MO

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