Overview

Robert is a principal with over 17 years of experience in both public accounting and private industry, specializing in tax consulting for the real estate sector. He works with Real Estate Investment Trusts (REITs), real estate developers, private equity real estate funds, and qualified opportunity funds. Robert also serves clients across the private equity and real estate industries, providing tax compliance and advisory services to some of the largest global private equity organizations, including fund sponsors, management companies, general partner entities, and portfolio companies.

Robert has extensive experience navigating complex partnership tax matters, including tax allocations, distribution waterfall calculations, carried interest considerations, and investment structuring for foreign and institutional investments in U.S. real estate.

Prior to joining HCVT in 2024, Robert worked at Moss Adams LLP and began his public accounting career at PricewaterhouseCoopers LLP. He has also gained valuable industry experience as the tax leader of Bridge Investment Group in Salt Lake City.

Robert earned both his Master’s and Bachelor’s degrees in Accounting, with a minor in Economics, from Brigham Young University. He is a Certified Public Accountant licensed in California and Utah, and is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.

Professional Experience

PricewaterhouseCoopers LLP
Bridge Investment Group
BDO, LLP
Moss Adams LLP

Professional and Community Involvement

American Institute of Certified Public Accountants
Utah Association of Certified Public Accountants
Accounting Advisory Board Member of Utah Valley University
Youth Advisor with The Church of Jesus Christ of Latter-Day Saints

Practice Area & Specialization

Education

MAcc, Brigham Young University
BS, Accounting, Brigham Young University
Minor in Economics, Brigham Young University

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