Leading Birge & Held's development, underwriting and investment activities, Tag's twenty years of real estate development and financing experience has driven its success. Birge & Held has completed over $250,000,000 worth of apartment acquisitions over the last 7 years and currently owns and manages 3,000 apartment units in the Midwest.
Graduating cum laude from Indiana University with a B.A. in Political Science, and receiving his J.D. from the University of Virginia, Tag practiced law as a real estate partner at Bose McKinney & Evans, LLP in Indianapolis.
Tag then entered real estate development as a Senior Vice President of Healthcare at Lauth Property and Group and developed approximately $200 million worth of real estate around the country.
Tag serves on the Board of Directors of Bowen Engineering, the Indiana Sports Corp Board, the Building Owner's and Management Association Board, the Penrod Society, and the Tindley School He is also Alumni President of the University of Virginia Law School Class of 1997.
With over a decade of real estate development and financing experience, Andrew has led Birge & Held to become one of the most active private equity apartment acquisition companies in the Midwest.
Andrew has been involved in commercial and residential development and financing since 2003. He graduated from Indiana University in 1999 (BA – History) where he excelled as a student-athlete and received academic all-American honors.
In 2002, he received his JD from the Indiana University School of Law and practiced at the law firms of Hackman Hullet & Cracraft and Bose McKinney & Evans. His practice areas focused on commercial and residential real estate development, handling acquisitions, leasing, financing and dispositions for many of the largest commercial development and construction companies in the United States. In 2007, Mr. Held received his MBA with a finance focus from Butler University.
In 2008, he co-founded what is now Birge & Held.
Adam joined Birge & Held in 2013, after being involved with commercial and residential development and property management since 2006. He currently monitors all cash positions and activity, maintains banking relationships, reports all financial and accounting matters, provides tax guidance and risk management services for all residential assets of Birge & Held.
He began his career at Dauby, O'Connor & Zaleski, LLC, a full-service accounting firm located in Carmel, IN, after graduating from Indiana University – Kelley School of Business (BS – Accounting and Finance).
Adam has worked closely with numerous real estate developers and property management companies throughout the United States. As a Manager at Dauby, O'Connor & Zaleski, LLC, he was responsible for coordinating audit, compliance, and tax consulting services for seven separate development and property management companies totaling over 200 projects each year which represented over $1,200,000 in annual firm revenue.
He is a current member of the Indiana CPA Society.
Clarke joined Birge & Held in April 2015 and has more than 10 years of industry experience working with and representing both individual and institutional real estate investors. Through the implementation of strategic management processes, an understanding of the market and effective leadership, Clarke works to achieve investor objectives including the repositioning of an asset, increased cash flow and/or value growth.
Prior to joining Birge & Held and the Midwest market, Clarke worked for both a REIT and 3rd party management firm based in South Florida and specialized in team building, new acquisitions, receiverships, capital improvement planning and execution, the repositioning of distressed assets, financial review, budget creation and lease up opportunities.
Clarke holds a Bachelor of Arts degree from Taylor University, a graduate degree in Business Administration and the ARM designation from the Institute of Real Estate Management (IREM). Clarke is also the Indiana Apartment Association 2017 Midwest Multi-Family Conference Chair.
Haley joined Birge & Held in February 2015, as their Director of Human Resources. She plays a pivotal and strategic role in the creation and maintenance of an organizational culture that enhances the mission of Birge & Held while promoting an inclusive and rewarding environment for the recruitment and retention of B&H's work force.
Haley previously worked as a Healthcare Recruiter for Community Health Network and managed the HR department for a small Indianapolis-based technology company. She received her BS in Health Administration from Indiana University, and recently earned the designation of Professional in Human Resources (PHR) through the international and national Society for Human Resources Management (SHRM). Haley is also a Forbes Contributor and a member of their HR Council.
She consults and advises B&H leadership in addressing organizational and employee relations initiatives while ensuring that all HR activities and services are carried out and consistent with the overall direction and strategic plan of the organization. Haley is focused on enabling Birge & Held to be the best management company in the industry.
David has more than thirty years' experience in apartment management maintenance, and has held multiple maintenance positions in his career including Maintenance Supervisor, Mentoring Supervisor, Regional Maintenance Supervisor and most recently the Director of Technical Services for a large Midwest based property management company.
His broad range of experience makes David a perfect fit for maintenance support and guidance for the company. He manages Capital Expenditure projects, Due Diligence inspections, REAC inspection preparedness and participation, product research, on-site training and is a proctor for EPA certifications.
David has global maintenance experience to include conventional, tax credit, HUD, and commercial communities. He is also an instructor for the Indiana Apartment Association. He currently holds his Certified Apartment Maintenance Technician (CAMT) and Certified Apartment Property Supervisor (CAPS) certifications in addition to being an HVAC specialist.
David is very active with the Apartment Associations and is the recipient of the Volunteer of the Year Award from Indiana Apartment Association in 2008.
Aaron joined Birge & Held in 2016. He has 6 years of commercial real estate experience, including office, retail and multifamily transactions. In total, he has been a part of more than 10 transactions totaling nearly $200 million. As Birge & Held's Investment Manager, his role includes investor relations, acquisition due diligence and underwriting.
Prior to joining Birge & Held, Aaron was an analyst in the Capital Markets group at JLL. He focused on the valuation and underwriting of retail and office assets, the creation of asset disposition models and the production of offering packages for all investment opportunities.
Prior to joining JLL, Aaron spent four years at Simon Property Group as a Development Accountant, overseeing the budgeting and forecasting for the development and redevelopment of malls and lifestyle centers. His experience included more than 50 development projects amassing over $1 billion of construction.
Aaron received a B.S. in Accounting from Indiana University – Kelley School of Business.
Andy joined Birge & Held Asset Management in 2015, with a primary concentration in sales, marketing, and visual asset enhancement. Andy previously utilized her expertise at multiple management companies in the Indianapolis area, where she generated qualified leasing traffic and reinforced positive resident relations. At Birge and Held Andy specializes in marketing, online advertising, and cultivating a professional media presence. Andy evaluates marketing procedures and outlines effective strategies, in efforts to increase sales and expand an excellent portfolio reputation. Andy is also a member of the IAA's Young Professionals in Multifamily Committee, and the Communications Committee.
Jana joined Birge & Held in 2016 after spending nearly a decade in the hotel industry. Graduating from Purdue University with a Bachelor's Degree in Hospitality and Tourism Management, Jana worked for a short time as a front desk supervisor at the Knoxville Marriott before returning home to Indiana. Once home, she started a career in accounting and returned to school at the University of Indianapolis where she received her MBA. Combining her two degrees, Jana helped to open the Renaissance Indianapolis North Hotel as their Executive Bookkeeper in 2008.
Jana's current role as Property Accountant involves serving as a direct liaison between Community Managers and the Accounting Department. A large focus for Jana is helping to complete the Month End Financial Reports for each Community. She also assists with various Accounts Payable functions.