CAPITALIZING ON OUR
Our diverse and talented team at Yale is comprised of brokers, lawyers, investors, analysts, bankers, and business people who are fully committed to the success of our clients. Our honesty and transparency during the brokerage and financing processes ensure that we only work on deals that make sense. Each team member has a defined role based on our individual expertise, and we also collaborate with our colleagues to enhance everyone’s knowledge and ensure we are delivering the best results. A real estate deal goes far beyond the physical piece of property – it’s about the people who invested in and built up a community, and we recognize and celebrate that connection. We value our clients’ loyalty and guarantee that we always have their best interests in mind.
NATL. DIRECTOR OF BROKERAGE
James discovered the MH & RV Asset Class in 2005 as a newly licensed agent...
in his hometown while listing houses for a local investor. After learning about the industry, James fell in love with the A-Symmetric risk profile, that the income was stable in any market. He started his commercial career and chose the specialty of MH and RV resorts at the age of 21. In 2012 he opened Yale Realty and Capital Advisors, to have an only focused, fully integrated financing and brokerage shop.
During the 2008 crisis, James learned the lesson that financing “was the tail that wagged the dog” and started digging into the financing aspect of his sales. This was the genesis of a fully vertical, cohesive financing and brokerage company. As the reputation and respect for the brand grew, there was a constant pull to go to new markets. As a specialist in the asset class in Florida, it was apparent that there was a need for on-the-ground, local experts to service their respective regions. This is where the vision of an indivisible national team that worked collaboratively was born. Today there are 9 directors around the US covering their respective markets and sharing resources, such as 1031 buyers, and listings across the company.
With career sales over $1b in production, James has closed hundreds of sales of communities and consulted on many more. He offers perspective, experience, and insight into this niche industry, that few parallel.
In his personal life, James is an avid foodie and traveler. He has visited 54 countries and is always ready for the next adventure with a good meal at the end.
PRESIDENT OF LENDING
Chris San Jose
Chris San Jose is President of Lending, where he oversees the start-to-finish...
process of arranging loans across MHC’s, RVP’s, Self-Storage, and Multifamily properties. This process includes the front-end strategy of tailoring the ideal debt solutions for a new investment or refinance, as well as managing a team that ensures a smooth and timely closing for investors.
Since 2012, Chris has closed over $1billion in debt-financing and was awarded the MHI Lender of the Year award in 2018 and 2019. During his oversight of the lending division, Yale advisors has achieved a 99% closing ratio on executed loan applications.
Chris holds a degree in Finance and Real Estate from Florida State University.
During his free time, Chris enjoys hiking, exploring new restaurants, and has traveled to over 50 countries.
VICE PRESIDENT OF LENDING
Greg Ramsey is VP of Lending, where he processes financing requests...
by collecting property due diligence, underwriting, and preparing loan request packages for submission to lenders. He also manages the loan process from signed application to closing to ensure a smooth transaction for clients.
Since joining Yale Capital Advisors in 2018, Greg has worked under Chris San Jose and assisted in closing loans for Manufactured Housing Communities, RV Resorts, Self-Storage Facilities, and Multifamily properties nationwide. During his free time, Greg enjoys spending time with his wife and traveling to visit family and close friends.
DIRECTOR - EQUITY PLACEMENT
Blake Perlman is Director of Equity Sourcing, where Blake sources singular equity capital...
partners for operators including development, recapitalizations, and Portfolio Expansion. Blake has relationships with both Institutional Investors as well as, middle-market funds. Blake works on behalf of MH/RV Operators and Developers to find co-investors whose characteristics align best with what the operator is seeking while negotiating the best terms on the operator’s/developers behalf. Blake holds a degree in Real Estate Finance from The Indiana University, Kelley School of Business. Blake is a suffering lions fan, baseball fanatic, and a half-decent golfer.
DIRECTOR - MID-ATLANTIC
Harrison Bell | Esq., MBA
Harrison Bell is the Regional Director of the Mid-Atlantic and Northeast Regions for...
Yale Realty. In 2016, Harrison joined the Yale Team as an analyst and was quickly promoted to his current role to facilitate the growth of our nationwide presence. As Yale has expanded, he has become an experienced sales manager providing support to the rest of the Sales Team. To date, Harrison has accounted for over $200 million in sales production from 20+ communities, including the second-largest MHC in Virginia. Harrison has a Bachelor’s degree in Economics from the University of Florida, a Juris Doctor degree from the University of Miami, and an MBA with a concentration in Finance and Real Estate from the University of Miami. During his free time, he enjoys supporting Florida Gators sports (especially football), traveling, and trying new restaurants.
DIRECTOR - MIDWEST
James McCaughan | J.D.
James is Yale’s Regional Director for the Midwest, where he advises...
owners and operators of manufactured housing communities and RV resorts on the sale and purchase of properties. His favorite part of the job is helping clients track down the hard-to-find buyers for niche deals, such as facilitating the sale of a 65% vacant community located in perhaps the nation’s most historically depressed and challenging market. James received his B.A. in Economics and History from the University of Notre Dame and his J.D. from the University of Illinois College of Law, where he graduated with honors. After law school, James worked for a judge on the United States Court of Appeals for the 11th Circuit for two years, then practiced law for four years at a boutique commercial litigation firm, advocating on behalf of clients in real estate, financial services, insurance, and bankruptcy disputes in state and federal court. He applies the skills, knowledge, and experience gained from his years of actively practicing law to advocate on behalf of sellers of manufactured housing communities and RV resorts, ensuring that money is not left on the table and that buyers are kept honest. Just before joining Yale, James moved back to his hometown to start a family, just five minutes from the house he grew up in, and he serves his parish as a lector on Sundays. James and his wife, Francine, own a Pilates studio, and together they spend as much time as possible enjoying the beautiful outdoors surrounding their home.
DIRECTOR - SOUTHEAST
Charles Castellano is Regional Director of the Southeast U.S. and...
is responsible for developing new business and monitoring MHC and RV activity in the Region. In search of new business, Charles spends much of his time on the road. Charles regularly attends national and regional conferences and visits dozens of communities per month meeting with owners and operators. Charles has been an integral part of growing the company by leading candidate searches and interviews. As a result, we have hired seven new employees to help better serve our clients. In his previous role, Charles gained valuable experience in managing transactions, researching markets, and underwriting properties. Charles earned a bachelor’s degree in International Relations and Real Estate from the University of Denver and is a licensed real estate sales associate in Florida. In his free time, you will find Charles on the golf course sharpening his skills for local, regional, and national amateur tournaments.
DIRECTOR - SOUTHWEST
Dana Smith is the Southwest Regional Director, where Dana focuses on...
new business development including deal sourcing, relationship building, negotiations, and project analysis. Since 2019, Dana has sold over $45,000,000 in the manufactured housing industry in Texas and established a well-known and quality reputation throughout the Texas market, among other distinctions in the field. Dana is known for diving into new projects and overcoming obstacles to yield the best outcome for her clients. Her friendly, calm, and hard-working nature bridge the gap between any issues that arise by creating effective communication channels, leadership, and sourcing the necessary solutions. The mentorship and unique, an entrepreneurial platform that Yale Realty and Capital Advisors offers was just the reputation and approach Dana was looking to be associated with. Dana holds a degree in Physiology from The University of Northern Colorado. : In her spare time, you could find Dana riding four-wheelers on the beach or in the mountains, cooking, shooting guns, or on a boat. Dana is also very active outside of work volunteering with foundations such as the Zane Beadles Parade Foundation, and Rachel’s Challenge.
DIRECTOR - ROCKY MOUNTAINS
Since buying his first investment property at the age of 16...
and a multifamily property a few years later, Brian has been engaged in investment real estate. Before he was 30, he brokered 150+ REO transactions, purchased 23 investment properties in 9 different cities, and created unique management systems that maximized the value and cash flow for each of his properties. In the decade to follow Brian was involved in over $7B in commercial real estate transactions of every product type. Having been involved in hundreds of commercial real estate transactions throughout the U.S., Brian understands the intricacies of how to get a deal done and to ensure everyone is smiling when the transaction has closed. Brian earned a Bachelors in Business Administration with a minor in Finance and a focus on real estate and entrepreneurship. He also earned a Master’s of Science in Real Estate and Construction Management from the University of Denver, obtaining the highest GPA of his graduating class. Brian loves people and surrounds himself with those who have a passion for greatness, strive to do good in the world, and bless the lives of those around them.
DIRECTOR - PACIFIC SOUTHWEST
Dan Cook is a veteran at acquiring and managing multi-million dollar real estate...
transactions by building relationships with organizations and individuals. Dan is the Director of Pacific Southwest region at Yale Realty and Capital Advisors. After graduating with a finance and accounting degree from Florida State University, Dan began his career with SunTrust Bank managing high net-wealth clients and families for the bank’s private client group. While gaining unparalleled experience in the finance world, Dan also established himself as a respected business and real estate advisor. Currently working as a Director for Yale Advisors, Dan is widely known for co-founding a company with a successful exit to Coca-Cola in 4 years, help develop an estate in Tuscany, Italy rated by Conde’ Nast magazine as one of the Top 10 Resorts in the World, and as a National Spokesperson for Lincoln Motor Company. For him, analyzing businesses and real estate is a passion he’s been chasing for 30 years. While his company engagements have taken him around the world, Dan is proud to call Los Angeles, California home.
DIRECTOR - PACIFIC NORTHWEST
Chad Ledy is the Regional Director of the Pacific Northwest, where...
Chad focuses on investor relations, business development, negotiations, and project analysis. Ledy’s transactions over the past decade have helped owners and investors buy and sell a variety of assets, from development projects to buy and hold investments, and residential homes. He has been awarded the Realty Alliance Sales Award, as well as recognized in the Master’s and Chairman’s circle, highlighting his high level of transaction expertise. He has a variety of real estate investments in his own portfolio and has taught many classes on buying and selling real estate in a desire to create wise and educated investors. Chad graduated from the University of Denver where he studied Real Estate and Marketing at the Daniels College of Business. In his spare time, Ledy is a performance psychology coach, enjoys playing guitar, is learning to surf, and is a private pilot.
DIRECTOR - GRAND CANYON
A Regional Director working for Yale Realty and Capital Advisors. He joined...
the Yale Advisors team in May of 2020. A graduate from the University of Oregon where he received a bachelor’s degree in economics. Before working for Yale Capital Advisors, he spent time in Arizona getting a better idea of how the Mobile Home Industry worked but from the Operations side, this included working with managers, salespersons, and other staff to enhance a community lifestyle within different parks. He also organized bids for park improvements and helped with acquisitions.
DIRECTOR - UPPER MIDWEST
Ken Schefler is the Regional Director for the Upper Midwest markets...
where he creates generational wealth for his long-term clients by listening to their needs and expertly guiding them through the acquisition, operation, and disposition of their communities over many years. Ken prides himself on his market knowledge. He intimately knows every MH & RV transaction in his region, enabling his buyers to invest in overlooked markets and his sellers to demonstrate value and achieve record pricing. Ken graduated from Cornell University with a degree in Political Science. In his free time, he enjoys competing in triathlons (mostly for the post-race recovery cake).
Silo Alcantara is the Senior Analyst at Yale, where he directs...
both the valuation process and the creation of marketing materials for on-market and off-market MH & RV sales and development offerings. The valuation process includes a thorough analysis of the property financials & local market conditions, collaboration with the capital team to underwrite the optimal financing structure, and the identification of all value-add opportunities to consider in the analysis. Silo oversees a team of analysts who present all relevant information and financial analysis in a cohesive offering memorandum for the brokerage team to market to investors. When Silo started with the company in 2016, he was the sole underwriter supporting both the brokerage and lending teams of Yale. Since joining the team, he has underwritten over $1.5 billion in assets, which has led to over $500 million in closed transactions. Silo has a Bachelor’s Degree in Building Construction from the University of Florida and an MBA with a focus in Finance and Real Estate from the University of Miami. During his free time, he enjoys recreational biking, playing FIFA, and supporting all Florida Gators sports.
Nikolas Coles is a financial analyst, he studies the financial worth...
of properties and the risk associated with them. Nikolas enrolled in real estate specific courses during his master’s program. He helps the financial department of the company through financial modeling and market research. And by developing client relationships with park owners, Nikolas seeks to strengthen Yale’s place in the industry. Nikolas Coles holds a Masters of Science in Finance from The University of Miami. Nikolas Coles is from Port-Au-Prince Haiti and loves to play paddle tennis.
Mitch Gonzalez is a Transaction Manager, where Mitch coordinates...
due diligence papers to streamline the sales process for clients, in addition to, building proprietary comparables stack and underwriting. Mitch has previously run a construction company providing general contracting services for brands such as Emcure Urgent Care, Jonna Properties, and Safeway Oil Company. He also spent a summer with Plante Moran in the Real Estate Investment Advisory group structuring CRE assets into $15 million to $200 million portfolios for high net worth clients. Mitch facilitates the due diligence process for investors by leveraging all facets of a diverse background in real estate investment and value add. Mitch holds a Business degree in Finance from Michigan State University. Mitch is an avid golfer but not very good. He has moved to Miami to hide from Michigan winters.
As Marketing Manager at Yale Realty and Capital Advisors, Susan leads...
the company’s marketing initiatives and is responsible for managing its fully integrated brand strategy and market objectives.
With more than ten years of Marketing experience, Susan brings a wealth of expertise in structuring, designing, and implementing 360⁰ marketing solutions for a variety of clients in a wide range of industries, including Banking, Real Estate, Technology, and Travel. Susan is well known for being a key driver of creative excellence and propelling brands to deepen client connections through design thinking methods, digital content marketing, SEM with data-driven processes, and brand positioning. Susan attained her Digital Marketing Certification at Duke University and graduated in Graphic Design from Humber College Institute of Technology and Advanced Learning.
In her free time, she enjoys spending time with her family, taking online courses, and loving travel adventures.
As office manager, Kelly is responsible for maintaining office efficiency...
for the Yale Advisors team. Kelly is as much a people-person as a systems person, integral to cultivating company culture and steering the ship in the right direction. She joined the Yale Advisors team in December of 2020. Graduate of North Carolina State University, Kelly earned her Bachelor’s Degree in Business Marketing. Prior to joining Yale, Kelly worked in a variety of marketing fields while aiding in her family business focused on the sales of Mobile Home Parks and RV Parks. She has also worked under multiple mentors getting hands-on experience from some of the top professionals in the commercial real estate industry. In her free time, Kelly enjoys going on long runs and cooking for her friends and family.
We Are Here to Help
As your trusted advisors with the only true nationwide team, exclusively catering to the MH and RV sectors, we are here to provide you with the right expertise in both brokerage and financing services. Whether you are ready to buy, sell or finance your property, contact us for a FREE detailed analysis and valuation today!