Rob Schultz serves as Managing Director, Capital Markets, and is responsible for developing and managing relationships with investors and structuring innovative financial solutions to support Berkadia Affordable Housing’s Mortgage Banking platform. He focuses on capital needs beyond permanent Affordable Housing debt, including bridge and construction loans, mezzanine financing, and preferred equity.
Prior to joining Berkadia, Schultz was at Greystone Housing Impact LP, an affiliate of Greystone Servicing, where he served as Managing Director. In his previous role, he was responsible for managing the origination platform and business development of ATAX (the “Fund”), significantly growing the Fund from approximately $325 million in 2012 to over $1.6 billion. His success was driven by cultivating relationships with nationally recognized developers and real estate companies as a private placement bond purchaser.
Schultz holds a B.S. with a major in Finance and a minor in Math from Miami University, and an M.B.A. with a concentration in Finance from Loyola University in Chicago.
