Stephen Carlson
Senior Vice President – Capital Markets & Transactions
Waterton

Mr. Carlson joined Waterton in 2011 and serves as executive vice president, capital markets. In this role, he is responsible for sourcing, arranging and negotiating debt financing for the firm’s acquisitions as well as its existing portfolio of properties. He also leads the firm’s Freddie Mac KJ Series investment activities.

Mr. Carlson has been involved in real estate debt capital markets and private equity since 1997. Prior to joining Waterton, Mr. Carlson was a senior vice president at Bank of America Merrill Lynch in its Real Estate Corporate Banking Group, where he was responsible for structuring, underwriting and managing a portfolio of bank loans to REIT, Homebuilder and Real Estate Opportunity Fund clients. Mr. Carlson also spent five years in Bank of America’s Debt Capital Markets business, where he executed over 35 private placement transactions for clients in diverse industries in Europe, Australia, New Zealand and North America. Earlier in his career, Mr. Carlson was an associate director in MetLife’s Private Equity Investment Group and a senior consultant at Accenture.

Mr. Carlson holds a bachelor’s degree in economics from Dartmouth College and an MBA from the University of Michigan. He is a member of the National Multi Housing Council (NMHC).