OUR LEADERSHIP TEAM
Since co-founding Birge & Held in 2008, Tag led the firm in acquiring more than $800,000,000 in apartment investments.
Experience and Accolades
Midwest Real Estate News - Commercial Real Estate Hall of Fame Award Recipient
Indianapolis Business Journal - Forty Under 40 Award Recipient
Developed $200 million of real estate nationally as Senior Vice President at Lauth Property Group
Focused on real estate law as a partner at Bose McKinney & Evans, LLP in Indianapolis
Building Owner’s and Management Association Board of Directors
Bowen Engineering Board of Directors
University of Virginia, JD
Indiana University, BA
Since co-founding Birge & Held in 2008, Andrew helped expand the company’s portfolio to more than 10,000 owned and managed apartments.
Practiced commercial and real estate development law at Hackman, Hullet & Cracraft and Bose, McKinney & Evans
Represented many of the nation’s largest commercial development and construction companies in cases involving development, leasing, financing, and dispositions
Butler University, MBA
Indiana University School of Law, JD
Indiana University, BA
Prior to joining Birge & Held in 2013, Adam was an Audit Manager at Dauby, O’Connor, & Zaleski CPA’s specializing in assurance services and compliance specific to multifamily housing. During his tenure from 2006 to 2012 he worked for numerous national multifamily developers and property management companies. Adam Bailey graduated with a BS in Business with a double major in Accounting and Finance from Indiana University’s Kelley School of Business. He is a Certified Public Accountant and is on the board of directors for Xiber, LLC, a cutting-edge nationwide internet service provider.
Current member, Indiana CPA Society
Coordinated audit, compliance, and tax consulting services for numerous real estate developers and property management companies throughout the U.S.
Responsible for more than $1,200,000 in annual firm revenue as a manager at Dauby, O’Connor & Zaleski, LLC, a full-service accounting firm
Indiana University Kelley School of Business, BS in Accounting and Finance
Clarke’s expertise includes real estate industry strategy and the successful execution of investor objectives.
Acquisitions, team leadership, receiverships, dispositions, capital improvement planning, project execution, repositioning distressed assets, new development, financial strategy and review,b budget creation, and lease up opportunities
Indiana Apartment Association 2018/2019 Board of Directors
Indiana Apartment Association 2019 Executive Finance Committee
Financial and operational management for a REIT
Financial and operational management for a third-party management firm
Institute of Real Estate Management, ARM
Taylor University, BA
Over the past decade, Aaron has been part of more than 30 commercial real estate transactions totaling over $750 million.
Valuation and underwriting of retail and office assets
Creation of asset disposition models
Production of offering packages for investment opportunities in office, retail, and multifamily real estate transactions
Budgeting and forecasting for the development and redevelopment of malls and lifestyle centers
Indiana University Kelley School of Business, BS in Accounting
Legal counsel for multifamily real estate transactions
Former Editor-in-Chief of the Indiana Health Law Review
Indiana University Robert H. McKinney School of Law, JD
Purdue University, BS in Biological Sciences
In the course of his career, Chris sourced 1,000+ units with 2x returns and IRR over 40%, and helped a major multifamily REIT acquire more than $1 billion in assets.
Transaction management, acquisitions, redevelopment, dispositions, multifamily investments, financial analysis, property analytics, and capital solutions
Texas A & M University, MS in Land Development
The University of Massachusetts Amherst Isenberg School of Management, BA in Finance
Since joining Birge & Held, Stephanie has sourced and deployed new technology solutions to streamline the company’s project and customer relations management.
Customer relationship management
Executive support in management consulting
Purdue University, BA in Classical Studies, Minors in History and Anthropology
Prior to joining Birge & Held, Jarod served as counsel on transactions in excess of $900,000,000.
Structuring transactions, including private placements
Real estate development law
Legal counsel for real estate developers, investors, and financial institutions
Recognized in U.S. News and World Report’s list of Best Lawyers in 2014, 2015, and 2016
Appointed by Governor Mitch Daniels to the Indiana Real Estate Commission, 2011
Indiana University Robert H. McKinney School of Law, JD
Indiana University, BS in Business
In his previous role, Andrew helped create global strategies for a $25 billion portfolio of trademarks.
Diverse Corporate Finance experience, financial planning and analysis, corporate strategy, mergers and acquisitions
Chartered Financial Analyst (CFA)
Indiana University Kelley School of Business, BS in Finance and Accounting
In her 25 years in real estate management, Therese has leased, managed, and repositioned billions of dollars in multifamily assets.
Repositioning distressed assets, new construction Class A, stabilizing B and C assets, LIHTC affordable new construction, stabilizing LIHTC properties, new construction student housing, repositioning student housing, receiverships, bank-owned assets, mixed-use and medical office space, digital marketing, and lease up
Institute of Real Estate Management, Certified Property Manager
National Apartment Association, Certified Portfolio Manager
National Center for Housing Management, Certified Occupancy Specialist
Spectrum Companies, Certified Credit Compliance Specialist
Pierce College, BA in Real Estate Management
Emily’s careful oversight ensures more effective and efficient money and asset management.
Overseeing staff workload and development
Maintaining internal controls to ensure accurate and appropriate financial and asset management
Crafting detailed policies and procedures for accounts receivable, accounts payable, and payroll
Managing the general ledger
Working with external auditors
Franklin College, BA
Indiana University Kelley School of Business, MS
Jennifer has held several positions ranging from Leasing to Multi-Site Manager. She joined Birge and Held in the early part of 2016 and was named Employee of the Month in May. She continued to show her talents and quickly move into a District Manager role. In September of 2017, Jennifer transitioned into the role of Training Director for the company. While in this position, Jennifer has created a company-wide training program called Birge and Held Essentials that is used for employee onboarding and on-going training for our site teams. Jennifer now also manages a team of 6 employees dedicated to the training and support of our Birge and Held teams.
During her career, Jennifer has gained a wealth of experience in the areas of conventional housing, student housing, parking management, and large-scale commercial property management, as well as total property rehab projects and large capital spends. She has also become an expert on our RealPage ® software programs and has successfully completed over 60 full-scale migrations.
Jennifer has been active in local associations and served as Treasurer, Vice President, and President of the Tippecanoe Apartment Association from 2010 to 2013. Today she remains active in the Indiana Apartment Association and continues to volunteer on committees each year.
Craig brings nearly two decades of experience in the multifamily industry to Birge & Held. Prior to joining the firm, Craig spent 13 years with an affordable housing developer where he had oversight of thousands of new construction and acquisition apartment units.
Budget development and management
North Park University, Business Administration
Completed multiple state and national General Contractor Licensing Exams
Prior to joining the Birge & Held company, she was the Brand Marketing Leader for Schlage, a global security hardware company and the Director of Brand and Advertising for Community Health Network.
PR and thought leadership
Traditional advertising/digital demand gen
University of Indianapolis, Commercial Art
Since joining Birge & Held in 2017, Dan has been actively involved in the acquisition, disposition and recapitalization of 23 assets totaling 6,300 apartment units and $540,000,000 in value.
Financial analysis and modeling
Market research and analysis
Investment offerings and reporting
Indiana University O'Neill School of Public and Environmental Affairs, BSPA in Management
Karen’s in-depth experience and civil engineering background help her balance costs, quality, and schedule implementation to optimize capital projects portfolio-wide.
Commercial construction, green building, estimating, contracting, project management, and business development
Professional Engineering License, 2013-present
Purdue University, BS in Civil Engineering
Larke's vision, as a human resources professional, is to be a culture ambassador, a driver of growth through training and development initiatives and to foster engagement efforts to help create mutually beneficial and lasting employee/employer relationships.
University of Indianapolis, Masters degree in Human Resources Development
University of Montana, BA in Psychology