We Can Make It Happen

Executive Team

During the past decade, we have experienced a period of tremendous and sustained growth. Now, with our strong and experienced executive management team in place, we are excited and optimistic about what the next decade holds for our clients, investors and employees.

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Brett C. Moody
Chairman of the Board and Chief Executive Officer

BMoody@MoodyNational.com

Moody National Companies

Brett C. Moody founded Moody National Companies in 1996, and today he serves as Chairman of the Board, Chief Executive Officer and President. He also serves as Chief Executive Officer and President of our advisor. Mr. Moody founded Moody Mortgage Corporation in 1996 and has served as its Chairman and Chief Executive Officer since its formation. Mr. Moody, who has over 25 years of commercial real estate experience, has since guided the growth of his Company from a mortgage Company to a full service real estate firm, which includes affiliates Moody National Mortgage Corporation, Moody Realty Corporation, Moody Management Corporation, Moody National Development Company, L.P., Moody National Construction, LLC, and Moody National Exchange, LLC and their respective subsidiaries, collectively referred to as the Moody National Companies Organization. His primary responsibilities include overseeing real estate acquisitions and management as well as building, coaching and leading the Moody National Companies Organization’s team of professionals. As Chairman of the Board and Chief Executive Officer of Moody National Mortgage Corporation, Mr. Moody has closed over 200 transactions totaling over $1 billion. Prior to founding Moody National Mortgage Corporation, Mr. Moody was a financial analyst for the Dunkum Mortgage Group, now Grandbridge Real Estate Capital. Mr. Moody also serves on the Board of Directors for Yellowstone Academy, an inner city school for at risk children, and the Palmer Drug Abuse Program.

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Robert S. Engel
Chief Financial Officer

REngel@MoodyNational.com

Moody National Companies

Mr. Engel serves as our Chief Financial Officer and Treasurer. In addition, Mr. Engel also serves as the Chief Financial Officer — Real Estate Development and Management of the Moody National Companies Organization, a position he has held since September 2006. Prior to working at the Moody National Companies Organization, Mr. Engel served as the Division Controller, Real Estate Development and Management, of BMS Management, Inc., an owner and manager of commercial and multifamily properties primarily in Houston, Texas from May 2005 to September 2006. From November 1999 to May 2005, Mr. Engel served as Controller and Chief Financial Officer, Real Estate Development and Management for Hartman Management, Inc., advisor to Hartman Commercial Properties REIT, which provides commercial real estate services. Mr. Engel has a Bachelor of Business Administration with highest honors with a major in Accounting from the University of Texas at Austin. Mr. Engel is a CPA and holds memberships in the American Institute of Certified Public Accountants, and the Texas Society of Certified Public Accountants. Mr. Engel is also a CPM, with membership in the Institute of Real Estate Management, and a CCIM as a member of the CCIM Institute. He is a licensed real estate broker in the State of Texas. Mr. Engel holds Series 7, 22, 24, 27, 62 and 63 licenses with FINRA.

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David Gould, CHA
President – Hospitality Division

DGould@MoodyNational.com

Moody National Management Company

Mr. Gould is responsible for overseeing all aspects of the hospitality division including asset management and property management for Moody National Companies.  He has more than 30 years of experience in the hospitality industry, having worked for Marriott, Hilton, Intercontinental Hotels Group, Carlson and Starwood branded hotels.  Prior to joining Moody National Companies, Mr. Gould spent 15 years with Interstate Hotels and Resorts, the largest independent hotel management company in the world where he was Regional Director of Operations.  Mr. Gould has received the designation of Certified Hotel Administrator (CHA) from the Educational Institute of the American Hotel and Lodging Association.

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Mary E. Smith
General Counsel - Securities

MSmith@MoodyNational.com

Moody National Companies

Prior to joining the Moody National Companies Organization in June 2007, Ms. Smith was an attorney at Luce, Forward, Hamilton & Scripps LLP between October 2000 and May 2007, where she specialized in corporate and securities transactions with an emphasis on the representation of sponsors in private placements and real estate syndications, including limited partnerships, limited liability companies and tenant-in-common interests. Ms. Smith has acted as securities counsel in over $1 billion of tenant-in-common acquisitions including office buildings, retail centers, shopping malls, apartment buildings, assisted living facilities and hotels. Ms. Smith holds a Bachelor of Arts in English Literature and Political Science, summa cum laude, from the University of Southern California and a Juris Doctorate from the University of California, Berkeley (Boalt Hall). Ms. Smith holds Series 7, 24 and 63 licenses with FINRA.

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Diana Larson
Vice President of Human Capital

DLarson@MoodyNational.com

As Vice President of Human Capital, Diana Larson manages Moody’s human resources-related functions, including Payroll in support of our goal to attract and retain talented employees across all business units.  She brings us more than 30 years experience in Human Resources – experience that encompasses both external consulting and in-house Human Resources management roles.

Diana began her professional career as a Research Consultant for McKinsey & Company’s Los Angeles Office, specializing in the design, implementation, and administration of executive compensation programs.  She later worked for the West Coast offices of Towers, Perrin, Forster, & Crosby (TPF&C), Coopers and Lybrand, and KPMG Peat Marwick, heading up western region compensation consulting practices.  In 1991, she joined a 1000-employee, Southern California regional bank as Vice President of Compensation & Benefits and eventually was promoted to Executive Vice President and Chief Administrative Officer.

In 1995, Diana assumed in-house management responsibilities with Northrop Grumman’s Information Systems Contract at the Johnson Space Center, a psychiatric research company, and a commercial real estate company.  Just prior to joining Moody in January 2008, she managed the Human Resources function for two closely held consulting companies located in Houston, as well as a 3rd family-owned business in Waco, Texas.

Diana holds a Bachelor of Science degree in Business Administration from California State University and is a member of the Society of Human Resources Management.

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Stephen B. Woods
Vice President of Commercial Office Management

SWoods@MoodyNational.com

Moody National Management Company

Prior to joining the Moody National Companies in 2005, Mr. Woods was Director of Facility Services for all of Enron’s properties in Houston, Texas.  Mr. Woods has over 25 years of experience in property management, facilities management, and administrative services with two Fortune 500 companies.  During his tenure with Enron, Mr. Woods managed over 2.5 million square feet of property including the Enron Center Campus at 1400 Smith St., a 50-story, 1.2 million square foot corporate office tower, and 1600 Smith Street, a 40-story, 1.2 million square foot corporate office tower.  He also managed the company’s Data Center and Airport Hangar properties.  In 1997, Enron received the Building Owners and Managers Association’s prestigious “International Office Building of the Year” award for corporate facilities.  In 1999, 1400 Smith Street received the “Energy Star” award, the EPA’s highest award for energy efficiency. After leaving Enron in 2001, Mr. Woods developed a real estate consulting firm that specializes in property and facilities management.  Mr. Woods is a licensed Realtor and is a member of the National Association of Realtors®, Texas Association of Realtors, Houston Association of Realtors and Galveston Association of Realtors.

Key Personnel

At Moody National our people are the heart and soul of the company. For through their integrity and pursuit of excellence we have built a corporate culture dedicated to delivering the aggressive level of customer service our clients demand.

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Lucy Tovar
Treasury Manager

ltovar@moodynational.com

Lucy Tovar has over 10 years of Treasury Management experience. Prior to joining Moody National Companies, she worked in the accounting department for NBC Holdings, a property management company. Ms Tovar oversees all treasury functions within the company. Her day-to-day responsibilities include company’s cash management, review daily cash transactions, update daily cash reports, weekly funding for asset Managed and Managed hotels, monthly distributions to investor and management of all company bank accounts. Lucy graduated Cum Laude with a Bachelor of Business Administration in Accounting from University of Houston and holds a Texas Title Insurance Escrow License

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Jan Burleson, CHA
Vice President – Hospitality Division

JBurleson@MoodyNational.com

Moody National Companies

Mr. Burleson and his team are responsible for the management of the hotels managed by Moody National Hospitality Management.  These tasks include Sales and Revenue development strategies, recruiting, hiring, training, maintaining proper staffing levels, vendor negotiation, cleanliness, quality, service, and financial margins.  He has more than 25 years of Hospitality Management experience with Hilton, Marriott, Hyatt, Intercontinental Hotels and independent resorts.  Before coming to Moody, Mr. Burleson was a Regional Director of Operations for Alliance Hospitality in the Northeast.  Mr. Burleson has received the designation of Certified Hotel Administrator (CHA) from the Educational Institute of the American Hotel and Lodging Association.

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S. Kay Street
Vice President and Manager, Moody National Title Company, L. P.

KStreet@MoodyNational.com

Moody National Management Company

Kay Street is responsible for the development and management of the commercial national division for Moody National Title Company, L. P., a licensed title agency for the top major underwriters and oversees all areas of the closing process.  With over 36 years of experience in the title industry, her diversified knowledge as an agency manager, commercial closer and title examiner covers all areas of title related services including escrow, closing, auditing, title examination, underwriting for single-site, multi-site and multi-state portfolios. She has notable experience on both local and national levels.  To keep abreast of industry trends, Kay is a member of the Texas Land Title Association and American Association of Professional Landmen and regularly attends educational conferences and seminars for title insurance and other real estate related industries.

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Duncan Shanklin
Director of Corporate Operations

DShanklin@MoodyNational.com

Mr. Shanklin is involved in the daily operations of Moody National Companies. He collaborates with fellow employees to achieve a common goal and has a unique ability to customize his approach to different personalities. With more than 30 years of broad-based general management experience, Mr. Shanklin understands how all parts of organization function on a deep level. Prior to joining Moody National Companies, Mr. Shanklin was responsible for overseeing and providing leadership to a variety of businesses in order to facilitate increased revenues while creating a culture of sustainable growth. A unique and wide-ranging skill set has enabled Mr. Shanklin to lead in multiple management roles by overseeing revenues, services, projects, products, and accounts.

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Teddy D. Dykoski
Senior Financial Analyst

TDykoski@MoodyNational.com

Moody National Companies

Mr. Dykoski is involved in investment acquisition and capital market activities.  Mr. Dykoski is responsible for sourcing and underwriting investment opportunities as well as supporting closing and investment management analysis.  Prior to joining Moody National Companies, Mr. Dykoski graduated from the full time Texas MBA program in 2006. Mr. Dykoski’s previous experience includes an associate program with the publicly-traded industrial REIT, Prologis, as well as approximately three years as a broker with Travis Commercial Real Estate Services, where he provided project leasing, tenant representation and investment sales services to commercial office customers. Mr. Dykoski has a BBA from Baylor University and a MBA in Finance from the University of Texas at Austin.  Mr. Dykoski holds a Texas Real Estate Brokers License.

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Stefanie Sadka McGinnis
Vice President of Communications

smcginnis@moodynational.com

Moody National Realty Company

Mrs. Sadka McGinnis joined the firm in 2005.  In 2006, she assumed the role of Director of Investor Services and help close over $400 million in real estate transactions including over $100 million of TIC transactions.  During the downtown of the capital markets, Mrs. Sadka McGinnis expanded communication to the more than 1,200 tenants in common.  Additionally, she facilitated loan modifications and coordinated loan restructures for 17 offerings consisting of more than 450 tenants in common.  In addition to her role overseeing the tenant in common investor relation, Mrs. Sadka McGinnis serves as alternate principal for Moody Securities.  Mrs. Sadka McGinnis graduated Magna Cum Laude from Texas Tech University with a Bachelor of Business Administration in Finance and currently holds FINRA Series 7, 24 and 63 licenses.

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Liana Santos
Director of Quantitative Analysis

LSantos@MoodyNational.com

Moody National Companies

Ms. Santos, Director of Quantitative Analysis, has been with Moody National Companies for over five years and is responsible for creating and maintaining financial models of existing investments in the hospitality, multifamily, and office sectors. In addition, she provides ongoing basis operating budgets for existing assets to identify strengths and weaknesses in property operations as well as regular assessments of actual and anticipated asset performance. Ms. Santos is also involved in all acquisition and underwriting of potential investment opportunities as well as all disposition efforts. Ms. Santos received a BA degree in 2008 from Rice University in Economics and Political Science.

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Jimi Cheng, CPA
Controller

jcheng@moodynational.com

Mr. Cheng was born in Hong Kong.  After graduating from high school, he worked in a bank for four years before coming to the U.S. to further his education at the University of Houston, where he graduated with a B.S. in accounting. Mr. Cheng has been a CPA since 1985 as well as a member of AICPA and TSCPA. He has 35 years of accounting experience in various industries including commercial/residential construction, property management and hospitality. Mr. Cheng has served in various capacities as staff accountant, accounting manager and controller.

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Alexander J. Sims
Director of Due Diligence and Portfolio Management

ASims@MoodyNational.com

Moody National Companies

Mr. Sims provides research, due diligence, and portfolio management for Moody’s commercial real estate portfolio. Previously, Mr. Sims sourced acquisitions in credit tenant retail investments as well as in new development opportunities across commercial asset classes. Mr. Sims originated 26 acres for the Moody portfolio for multiple development projects. This process included securing financing and franchise approval from major national hotel franchisors, including Marriott and Hilton. Prior to joining the Acquisition Team, Mr. Sims served as an analyst in the Mortgage division of Moody National Companies, where he underwrote debt and equity placement across all commercial product types. Mr. Sims graduated with honors from Baylor University.

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W. Logan Lee
Vice President of Investments

LLee@MoodyNational.com

Moody National Companies

Upon joining the firm in 2005, Mr. Lee helped to form the Investor Services team and served as the Director where he closed over $500 million in transactions. He later transitioned into his current role involved in the structuring of syndications for Moody National’s various equity programs. As a result of his efforts, the company has syndicated approximately $1.4 Billion of real estate investment products. Mr. Lee holds a Bachelor of Arts degree in Business Administration from Baylor University, and currently holds FINRA Series 7, 63, and 79 licenses. He resides in Houston, TX with his wife, Kara, his daughter, Lydia, and his son, Levi, and is an active volunteer in the High School ministry of his local church. He and his wife serve on the Regional Board of Hope International, a faith-based non-profit organization focused on alleviating global poverty through microfinance.

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Evelyn Bullock
Director of Marketing for Moody National Companies

EBullock@MoodyNational.com

Moody National Companies

Ms. Bullock is the Director of Marketing for Moody National Companies. Ms. Bullock is responsible for creating and managing Moody National Companies strategic marketing activities.

Prior to joining Moody National Companies, Ms. Bullock served in various Marketing, Public Relations and Event Planning capacities.

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