Co-Founder & Chief Executive Officer
Shawn Horwitz is the Co-Founder and Chief Executive Officer of Alliant Strategic Investments. From 1990 to 1997, Mr. Horwitz was employed by a nationally recognized tax credit syndication firm as its Executive Vice President and Chief Financial Officer where he was responsible for the financial affairs of the company and its affiliates. Additionally, he was integrally involved in the raising of equity, the acquisition process and the day-to-day running of the company. Shawn received his Bachelor of Commerce degree in Accounting from Rhodes University in South Africa. He is a member of the American Institute of Certified Public Accountants.
Eddie Lorin is Co-Founder of Alliant Strategic Investments (ASI). ASI was formed as a partnership between Strategic Realty Holdings (SRH) which was founded by Mr. Lorin and Alliant Capital, one of the nation’s largest Low Income Housing Tax Credit (LIHTC) syndicators. Through the course of his career, Mr. Lorin has successfully acquired more than 200 properties; 40,000 units contained in over $4.2 billion in real estate. Mr. Lorin earned his bachelor’s degree from the University of California, Los Angeles and has been a licensed California real estate broker since 1988. He is a member of the EIG and the Novogradac coalitions for Opportunity Zones.
Russell Ginise is the President of Alliant Strategic Investments and directs the firm’s affordable housing preservation, workforce housing and qualified opportunity zone investment initiatives. Russell has extensive experience in both affordable and market rate multifamily housing, having led or directed public and private firms that have collectively invested in, owned or managed over 100,000 apartment units in more than 40 states, the District of Columbia and Puerto Rico. He has held leadership positions in local and national organizations throughout his career and held elected public office in his community for 10 years. Russell received his Bachelor of Arts from UCLA and his Juris Doctorate from the Pepperdine University School of Law. He is a member of the Urban Land Institute and its Affordable and Workforce Housing Council.
Chief Financial Officer
Charles Allen is the Chief Financial Officer at Alliant Strategic Investments. Mr. Allen is responsible for the financial affairs of the Company. Prior to assuming his current role, Mr. Allen was the Controller for Alliant solar energy division.
Kathleen Balderrama is General Counsel for Alliant Strategic Investments. She has fourteen years of experience in complex business litigation, including affordable housing, real estate, and securities litigation. Before joining Alliant, Ms. Balderrama practiced at international law firms, Mayer Brown LLP and Crowell & Moring LLP. Ms. Balderrama obtained her Juris Doctorate from Loyola Law School of Los Angeles, where she graduated as valedictorian, and her Bachelor of Arts from Loyola Marymount University.
Mylene Fiola is the Accounting Manager for Alliant Strategic Investments and is responsible for the financial reporting of the Organization. Mylene has over ten plus years of accounting experience. Prior to Joining ASI Mylene worked at a Public non-traded REIT and was promoted to a financial reporting Analyst overseeing the entire firms reporting requirement in its variety of partnership interest and vehicles.
Vice President, Acquisitions & Investment Closings
Annette Hanna is the Vice President, Acquisitions & Investment Closings, where she manages the acquisition of affordable housing properties from concept through closing, including diligence, debt procurement, regulatory approval and property and investor closings. Annette also facilitates the investor and legal due diligence process and oversees the ASI document management systems.
Annette has held previous positions as Vice President of Institutional Sales and Operations Manager of a national tax credit firm where she represented the firm in investor and developer presentations, managed and facilitated legal due diligence audits by investors, rating agencies and industry experts. As Operations Manager of the Affordable Housing Investment Group, Annette led the team responsible for the due diligence review and closings.
Senior Vice President of Originations
Stewart Hill is the Senior Vice President of Originations. Stewart is responsible for sourcing affordable and workforce housing properties for acquisition by ASI. Mr. Hill works closely with the Underwriting and Acquisitions teams to ensure the properties ASI acquires are consistent with company investment standards as well as fund and investor objectives. His extensive experience in affordable housing includes oversight of asset management, acquisitions, partner relations, sales & marketing, and public relations while with national affordable housing investment and management companies.
Mr. Hill is a board member for the Texas Interfaith Housing and Management Corporations and a member of NCHSA, TAAHP, and TALHFA. He earned his Bachelor’s degree from the University of Washington in Marketing and Economics and an advanced sales and leadership certification from the Dale Carnegie Institute.
Senior Vice President of Acquisitions
Gene Klark is the Senior Vice President of Acquisitions. With over 25 years of experience in affordable and market rate multifamily housing, Gene is active in the sourcing and identifying new investment opportunities, leads purchase agreement and contract negotiations and oversees the Acquisitions group, which conducts the due diligence review and closing of investments.
Gene has held previous positions with national tax credit and private equity firms where he oversaw acquisitions of workforce housing assets, negotiated deal terms on new acquisitions and joint ventures and oversaw the due diligence review. Gene earned his Juris Doctorate from Capital University Law School, Master in Business Administration from Chapman University, Bachelor of Science from the Ohio State University and the CCIM designation from the CCIM Institute.
Robert McAlister is a Financial Analyst for the Underwriting and Acquisition teams. Rob performs the initial financial analysis for all prospective investments, works closely with lenders and also supports Asset Management and Investor Relations teams.
Prior to joining ASI, Robert was an Audit Associate at one of the big four accounting firms, serving real estate and asset management clients. Robert earned his Bachelor’s in Business Administration at Villanova University, where he studied Finance, Accounting, and Real Estate.
Vice President, Asset Management
Emily Moraga is Vice President, Asset Management. Emily leads the Asset Management department and oversees all investment assets from pre-closing of the acquisition through disposition. She works closely with the Acquisitions and Finance teams to ensure that a comprehensive business plan is establish and followed and that property performance metrics are tracked and reported internally and to investors on a timely basis.
Emily has over 20 years of experience in both conventional and affordable housing including operational, managing member and limited partner positions. Most recently, she held a leadership role in Asset Management with Alliant Capital. Emily received her Bachelor of Science from University of California Riverside.
Eva Poghosyan is the Accountant for Alliant Strategic Investments. Eva primarily focuses on cash management, transaction processing, bank reconciliations, financial controls and reporting. She works closely with the Accounting, Finance and Asset Management departments to assess accuracy and conformance to procedural standards. Prior to joining ASI, Eva worked as a Fund Accountant with Alliant Capital, where she gained exposure to the LIHTC sector. She graduated from the University of Southern California with a Bachelor’s Degree in Business Administration.
Jeff Pugh is in-house counsel for Alliant Strategic Investments. He has over 30 years of experience in a wide variety of corporate, commercial real estate, and other transactional matters, beginning his legal career in the Los Angeles office of the international law firm Shea & Gould.
Jeff also spent 5 years in-house at First American Title Insurance Company as Division Counsel for the company’s national origination and default divisions, heading the combined legal, claims, and underwriting departments, and then as SVP and Division Director for the National Default Title Services division. Jeff received his Bachelor of Arts from the University of Southern California and his Juris Doctorate from Hastings College of the Law.
Vice President, Director of Operations
Nancy Que is Vice President, Director of Operations. Nancy oversees ASI’s operational systems, processes, and infrastructure, as well as marketing, and is responsible for the development, implementation and review of operational policies and procedures. Additionally, Nancy manages ASI’s relationship with our non-profit and third-party service providers for the properties in ASI’s portfolio and works directly with current and prospective investors.
Prior to joining Alliant Strategic Investments, Nancy was the Vice President of Mortgage Operations with Bank of America. Her extensive experience includes over two decades of oversight in acquisitions, marketing, and syndication operations across LIHTC, financial, government and procurement organizations.
Asset Management Coordinator
Sherry Robles is an Asset Management Coordinator reporting directly to Emily Moraga, Vice President, Asset Management. Sherry has more than 20 years’ experience working in property management. Most recently, she worked as an Assistant Property Manager for an office tower and as an Operations Administrative Assistant for a retail shopping center and an office tower. Sherry was responsible for contractor construction meetings regarding tenant and office space build-outs and for common area capital improvements. She assisted in preparing and disbursing the annual capital budgets. Sherry received her Associates of Science and Associates of Arts from Pierce College in Woodland Hills.
Vice President, Finance
Yasmine Tamjidi is Vice President, Finance. Yasmine oversees the accounting and finance functions for the organization. She is also involved in the investment process, working with lenders, asset management and investors in the financing and business planning for acquisitions, the structuring of investments and internal and investor reporting.
Prior to joining ASI, Yasmine served as controller for multiple companies in real estate investment. She graduated from Pepperdine University’s Graziadio School of Business with a Bachelor’s Degree in Business Administration and Management.
Jennifer Villagomez is an Asset Manager, providing oversight to a portfolio of developments through third-party management companies and high level project management to ensure properties meet performance goals. Jennifer has over 15 years of experience in affordable housing, specialized in LIHTC, HUD and USDA-RD programs. Before joining Alliant Strategic Investments, Jennifer was the Senior Regional Manager of Housing at Volunteers of America where she oversaw a multi-state portfolio of 17 assets generating over 18 million dollars in annual revenue. Jennifer is a Housing Credit Certified Professional (HCCP) and holds an IREM Certified Property Manager® designation.
Executive Vice President and Chief Investment Officer
Kyle is Executive Vice President and Chief Investment Officer and oversees ASI’s Underwriting, conducting detailed investment analysis for all property acquisitions. Kyle has over 30 years of real estate experience throughout the United States and has been responsible for the acquisition and investment management of over 45,000 multifamily units in 33 states, about half of which were market rate and half affordable. While generally in charge of the investment process in his previous posts, Kyle has also had direct management responsibility for property management operations, construction and accounting at various points during his career.
An active member of ULI for 30 years, Kyle has served as Chairman of the Affordable/Workforce Housing Council and is a ULI Foundation Governor. He graduated from Knox College with a BA in economics and from Rice University with an MBA. He has served on the Board of Trustees of Knox since 2012.
Chief Capital Officer
Clayton Wyatt is the Chief Capital Officer for Alliant Strategic Investments. Mr. Wyatt has over 15 years of real estate experience completing transactions totaling more than $15 billion in value. His experience includes private equity, brokerage, construction/development, finance and investment banking. Prior to earning his MBA, he managed a large joint venture where he led the efforts to buy distressed real estate and worked in the structured finance group of a billion-dollar REIT.
Interested in Learning More?
Please feel free to contact us. We’d be happy to speak with you.