AI-Driven Real Estate Finance · Asset & Portfolio Management

Real estate finance built to sit closer to the asset with audit rigor and AI leverage underneath.

Eight years from Big 4 audit to PE-backed M&A diligence to corporate capital planning, now building an FP&A function from the ground up in hospitality. I take initiative: driving the projects nobody assigned and chasing the number that doesn't add up. The aim now is asset- and portfolio-level ownership of a P&L, not just reporting on one.

            AI-ASSISTED FP&A — BUILT AND RUNNING IN A LIVE FINANCE FUNCTION
          

Kevin Blouse, CPA

FP&A Manager, Highgate Hotels — Dallas, TX

Selected results

FY18 — PRESENT

Incentive fee miscalculation identified & recovered — Highgate Hotels

$1.2M

FOUND

Third-party reporting engagement replaced with a Claude AI + Power Automate workflow I built and validated — Highgate Hotels

$250K

SAVED

Five-year free cash flow opportunity modeled into a capital plan the CFO approved — Kosmos Energy

$500M

MODELED

EBITDA & valuation adjustments identified across PE due diligence — EY

$2M

DELIVERED

Monthly close & reporting cycle cut after standing up TM1 from scratch — Highgate Hotels

50%+

CUT

Where to look

Three ways in

8+ Years, 4 Companies

Audit discipline, deal diligence, and capital planning. One continuous thread.

8+

Years across 4 companies

$500M+

FCF Saved

$1.2M

Incentive fees recovered

CPA

Baylor MAcc, 2018

The work, by chapter

Select a company

Audit gave me the financial backbone. Diligence taught me buy- and sell-side M&A adjustments. Long-range planning at Kosmos put me across a $750M capital program. At Highgate I built the reporting structure from scratch, integrating IBM Planning Analytics (TM1) with Oracle and automating the workflows with Claude AI. Pick a chapter to see what I produced.

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Finance capabilities

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Interactive Model

A 20-property portfolio, modeled the way a sponsor's CFO would need it.

12 equity co-investment assets, 8 fee-only assets, pooled cash-flow IRR/MOIC at the deal and corporate level. Every asset built on validated, asset-class-specific cap-rate assumptions. Figures are illustrative, built to demonstrate methodology rather than disclose any employer's or client's actual data.

blouse_capital_dashboard — power bi

Key insight

Cumulative IRR sits at 35% (7% still in the pipeline). The returns are outsized by design: as a minority co-investor alongside a capital partner, Blouse Capital earns a promote on top of stacked acquisition, development, asset-management, and property-management fees. So when a deal executes to plan, the equity return compounds. On current validated cap rates, data centers are driving performance; office is the drag.

What the model does

Architecture

Pooled cash flows, not averaged returns

IRR cannot be averaged across assets without distortion, each property has its own timing and magnitude of cash flow. The model pools cash flows across the portfolio before computing IRR at the corporate level, and separately at the per-deal level, so the headline return is mathematically defensible rather than a shortcut.

Power BI's DAX has no native XIRR function, so the iterative IRR calculation is verified independently in Python before being trusted in the dashboard.

Corporate model assumptions

The corporate layer is built bottom-up. Corporate compensation runs at 24% of fee revenue, and direct operating costs (field staff and regional operations) at 52% of fee revenue. Together they drive a total corporate EBITDA margin of roughly 12%.

Co-investment properties12

Fee-only properties8

Total tabs / model surface23

Min. interest coverage ratio4.0x

Same-store spread vs 8% hurdle33.2%

West region MOIC5.51x

Promote — carry above 8–10% pref20%

Let's Connect

Looking for a senior finance role in real estate closer to the asset and portfolio.

Specifically a Senior Manager or Director of Finance seat at a real estate owner-operator or PE-backed platform in portfolio finance, strategic finance, or asset-management finance, partnering directly with operations and asset management rather than a pure corporate FP&A function. Always glad to connect on roles, introductions, or AI in finance.

Get in touch

15-minute intro

Pick a time that works and we'll take it from there.