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Our Services

We leverage knowledge and expertise backed by analytical support to add value throughout the life cycle. Clients can tap into a comprehensive array of customized solutions and dedicated resources unique only to us.
Underwriting Due Diligence

Underwriting / Due Diligence

With experience in equity and debt, our team has the skillset to evaluate all risks and opportunities in new investments for a diverse portfolio. Financial models are tailored specifically to each prospective investment to consider upside and downside scenarios.

Asset Management

Asset Management

Our asset management function strives to empower investors to make well-informed decisions and stay connected to investments throughout all stages of the investment life cycle. To help achieve this, Bellwether has built a platform capable of scaling its services to any sized client through its flexible operating model and tailored technology solutions.

Service

Portfolio Management

With experience in everything from fund formation all the way through liquidation, Bellwether provides comprehensive portfolio management that offers value for any size firm in any stage of the portfolio life cycle.

Loan Surveillance

Loan Surveillance

As a primary servicer, Bellwether delivers an institutional credit approach by utilizing its team with direct experience in all loan and property types, including ground-up construction; stabilized, performing core assets; and transitional, distressed assets. Bellwether provides a scalable platform for collateral surveillance, draw processing and administration of complex debt vehicles.

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Accounting Services

Bellwether’s accounting services offer a wide array of tailored solutions to meet each client’s individual accounting needs. For every new engagement, we take the time to  construct a solution to fit the scope of work.

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Asset-Level Analytics

Bellwether prides itself on providing best-in-class analytics–powered by a robust data platform and proprietary processes customized for real estate advisory services of all types. Understanding the real estate life cycle along with the needs of institutional investors, we have created a scalable technology platform that streamlines many of the workflows, allowing for powerful analytics and reporting capabilities.

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Residential Whole Loans

Bellwether offers residential whole-loan acquisition, settlement and asset management capabilities across an array of product types. Our team has experience with non-performing whole loans, residential transition loans (“fix & flip”), as well as aggregating and securitizing non-qualified mortgages.

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Research

Understanding trends and emerging markets is vital to sustained success, and Bellwether has invested in building an in-house institutional research function. The research team is dedicated to understanding market fundamentals and proactively identifying opportunities for acquisitions and highlighting trends to drive disposition discussions. Additionally, Bellwether provides investor and competitor research to anticipate fundraising needs and highlight fund/strategy positioning.

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Consulting

Bellwether works alongside growth-focused partners, ranging from real estate start-ups to institutional platforms, to identify opportunities and mitigate risks across their real estate portfolios and business operations. By working closely to understand the needs of each client, Bellwether is able to deliver customized technology solutions ranging from interactive dashboards to web-based portfolio management systems.  Bellwether provides clients with opportunities for top-line growth and improved management of the middle of the page, resulting in outsized returns to the client and its investors.

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Construction Management

Construction management services rely on a wide breadth of experience necessary to act as skilled and trusted advisors to our clients as we undertake all types of construction projects. As independent third-party consultants, we transparently represent clients throughout the life of the project.​

Client Services

Client Services

Bellwether bolsters our client’s investor relations by delivering a wide array of ongoing key collateral pieces for product marketing as well as custom fundraising insights and due diligence communications. The team manages fundraising brochures, writes quarterly investor letters, creates quarterly reports and proactively communicates the fund’s strategy.

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Dennis Grzeskowiak

Principal

Mr. Grzeskowiak co-founded Bellwether in 2013 and has 20 years of experience in asset management and special servicing. At Bellwether, Mr. Grzeskowiak focuses on portfolio management and technology initiatives, with particular asset management expertise in debt as well as multifamily equity investments totaling over 33k units. Prior to forming Bellwether, he was Vice President of Asset Management at Trimont Real Estate Advisors, where he was responsible for a $2bn portfolio of performing and non-performing commercial real estate investments related to multiple property types throughout the United States. During his time at Trimont, Mr. Grzeskowiak developed a proprietary valuation cash flow model used to analyze over $30bn of debt and equity investments. Mr. Grzeskowiak has a B.A. in Economics and International Studies from Rhodes College.

Joe Mossotti

Principal

Mr. Mossotti co-founded Bellwether in 2013 and currently focuses on residential, corporate, development and hotel investments throughout the United States. Prior to founding Bellwether, he worked in the Asset Management / Portfolio Management group at JER Partners, a Washington D.C. based private equity firm. At JER, he was responsible for investment- and fund- level modeling as well as the disposition and workout of the remaining portfolio. Before joining JER, Mr. Mossotti worked at Billy Casper Golf Management. Mr. Mossotti holds a B.S. in Finance from Siena College, and is a licensed CPA.

Mitch Magoshi

Managing Director, Construction

Mr. Magoshi joined Bellwether Asset Management in 2018 after 15 years of experience in the construction industry. Prior to joining Bellwether, he most recently worked as a senior consultant with Gardiner & Theobald, Inc., an international construction project and cost management firm. Before joining G&T, Mr. Magoshi was a Construction Manager and Partner at Plant Construction Company, L.P., a leading general contractor in the San Francisco Bay Area. At Plant, he was involved in all aspects of the construction process from business development and preconstruction to project management and site supervision. Mr. Magoshi holds a B.S. degree in Business Administration with a minor in Architecture from Carnegie Mellon University.

Omar Vargas

Senior Vice President, Controller

Mr. Vargas joined Bellwether Asset Management, Inc. in 2018 and has over 15 years of professional experience. Prior to joining Bellwether, he was the Corporate Controller at Landmark Dividend LLC, a Los Angeles based real estate company. At Landmark Dividend, he was responsible for all aspects of the accounting, financial reporting, and asset management functions. Before joining Landmark Dividend, Mr. Vargas was an Audit Senior Manager at Deloitte, where he was responsible for overseeing various teams on real estate advisory services. Mr. Vargas holds a B.S. in Accounting from California State University, Long Beach, and is a licensed CPA.

Carolyn Leslie

Managing Director, Equity

Ms. Leslie joined Bellwether in August 2020 and is primarily responsible for the asset management of west coast office investments.  She has twenty years of commercial real estate investment experience, most recently as the Director of Asset Management at Atlas Capital Group, a New York based owner and developer, and oversaw the redevelopment of ROW DTLA.  Before joining Atlas Capital Group, she was at Watt Companies as a Senior Asset Manager responsible for an office, retail and multifamily portfolio.  Ms. Leslie has a B.A in economics from Vanderbilt University and an M.B.A from Pepperdine University’s Graziadio Business School.

Patrick Foley

Principal

Mr. Foley joined Bellwether in 2014 and is currently responsible for coverage of corporate, development and residential investments in the United States. Prior to joining Bellwether, he was an associate at Cross Properties, a Philadelphia based multifamily developer. Mr. Foley has a B.S. in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania.

Benjamin Easton

Managing Director, Equity

Mr. Easton joined Bellwether in April 2014, after having spent two years at NMS Properties, a Los Angeles based multifamily company. Prior experience includes two years at Mesa West Capital, a Los Angeles based commercial real estate finance company. Mr. Easton began his career in Los Angeles working in brokerage in 2007. He holds a B.A. degree in International Business from Loyola Marymount University.

David Chalison

Principal

Mr. Chalison joined Bellwether in 2016 and is responsible for supporting portfolio management functions for Bellwether’s institutional clients. Prior to joining Bellwether, he was Director of FP&A at Chronos Solutions, a Texas-based mortgage service company. Mr. Chalison received a B.S. in Finance from Santa Clara University and holds an M.B.A. from Loyola Marymount University.

Chris Carlson

Senior Vice President, Structured Finance

Mr. Carlson joined Bellwether Asset Management in July 2014 and is currently a Senior Vice President responsible for the performing residential whole loan strategy. He has fourteen years of experience in structured products and the secondary mortgage market. Prior to joining Bellwether, he was a risk analyst with Western Asset Management, where he was responsible for analytics on a $50bn portfolio of whole loans, structured mortgage products and private corporate investments. Mr. Carlson began his career as a member of the Fannie Mae Analyst program in 2005. He has an M.B.A. from UCLA Anderson and a B.A. in Economics and Philosophy from Washington & Lee University.

Michael Baracco

Principal

Mr. Baracco has been a part of Bellwether since its inception and is currently responsible for asset management coverage of office and hotel investments. Prior to joining Bellwether, he was a Senior Project Engineer at Lockheed Martin Corp. where he supported and ensured successful execution of multi-billion dollar contracts including satellites, flight modernization systems, and submarines. Mr. Baracco has an M.B.A. from the University of Denver and a B.S. in Physics from Washington & Lee University.