Our People

Isaac Dole

Founder/CEO

Isaac has established deep relationships across the industry and has completed hundreds of millions of dollars of senior housing and nursing home transactions throughout the country.

  • Former Managing Director of Acquisitions at Aviv REIT
  • Investment Sales at Marcus and Millichap’s National Senior Housing Group
  • Tufts University, BA Economics; Northwestern University, MBA Finance/Entrepreneurship

Rutul Shah

Partner

Rutul has extensive experience in healthcare private equity across many post-acute sectors.

  • 12 Years of transaction experience in private equity and as an advisor
  • Stints at Creative Health Capital, Linden, LLC, and Merrill Lynch & Co.
  • Northwestern University, BS in Bio-Engineering; University of Chicago, MBA w/ honors

Sarah Jacoby

Partner

Sarah has significant deal experience in leading middle market private equity and private debt transactions.

  • 15 Years of transaction experience in private equity and private debt
  • Managing Director and Portfolio Manager at SAC Capital Advisors, Vice President, First Atlantic Capital, Ltd.
  • Cornell University, BS and Masters in Engineering; Harvard Business School, MBA

Andrew Sfreddo

Partner

Andrew has extensive experience across all facets of the deal continuum having sourced, executed and asset managed a large component of Aviv’s portfolio.

  • Former Director of Acquisitions and Asset Management at Aviv REIT
  • Asset managed 100 of Aviv REIT’s nursing homes
  • Miami University, BA

Megan Cavasini

Director of Accounting

Megan has extensive public accounting audit experience with a focus on real estate

  • Associate Audit Director, Berkowitz Pollack and Brant
  • Experience in all stages of audit engagements from planning, budgeting, and execution to completion
  • DePaul University, BS Accounting; Florida Atlantic University, Master of Accounting; CPA

Katie Olsen

Corporate Counsel

Katie is a CRE Attorney with experience throughout the deal lifecycle.

  • Associate, Real Estate Development and Development Finance; Polsinelli, PC
  • Experience drafting/negotiating purchase and sale agreements, operating agreements, corporate authority documents, loan and loan restructuring documents, joint venture agreements, etc. related to real estate transactions.
  • University of Notre Dame, BA Political Science, Cum Laude; University of Notre Dame, JD, Magna Cum Laude
 

Ada Rivera

Accounting Manager

Coming soon!

Phil Park

Analyst

Phil has experience with financial analysis, modeling, research, and underwriting.

  • University of Notre Dame, BBA Finance

Jacob Groden

Analyst

Jacob has experience with financial analysis, modeling, research, and underwriting.

  • University of Michigan, BBA Ross School of Business