Thomas H. Beier, CPA
Principal, Portfolio Manager, Value Funds
Thomas Beier leads the Investment and Portfolio Optimization Teams in identifying investment opportunities, establishing respective business plans, and evolving execution strategies to generate optimal returns for the Value Funds. He is a member of the firm’s Investment Committee and Innovation Committee, directing research and adoption of emerging technologies to improve investment analysis, property performance, and portfolio management.
Before joining Pennybacker at inception, Thomas was a financial associate at N3 Development, a national real estate firm. His valued contributions at N3 included financial acquisition due diligence and securing construction financing. He also evaluated entity and project-level financial performance and capital structure.
Thomas initiated his real estate industry focus in the Assurance and Advisory Business Services unit of Ernst & Young. His group’s public and private clients included the nation’s largest homebuilder and a public office REIT. At his previous internship, Thomas supported sector research and portfolio analytics for small and mid-cap portfolios of Ranger Investment Management.
Thomas completed the Program for Leadership Development at Harvard Business School, an Executive Education Program designed to accelerate development of high-potential leaders. Thomas graduated Summa Cum Laude from Texas Christian University with a Bachelor of Business Administration degree in Finance and Accounting. He is also a Certified Public Accountant and a member of the Urban Land Institute.