For a comprehensive example of our approach to ESG, we invite you to explore the
Varia US Annual ESG Report 2022, created and published by Stoneweg US.

WHO WE ARE
OUR COMPANY
Founded in 2016, Stoneweg US is an opportunistic real estate investment firm with a nationwide platform focused on the acquisition and development of multifamily assets. We seek to deliver attractive, risk-adjusted returns to our investors by identifying market opportunities and optimizing asset performance, all while improving the resident experience through a variety of value-add strategies. Through our affiliation with Stoneweg SA, a Swiss-based real estate company with over $3 billion in assets under management, Stoneweg US serves as the exclusive US investment manager of Varia US Properties AG, a Swiss publicly traded multifamily real estate fund (SIX Swiss Exchange ticker: VARN). Stoneweg US also partners with US and international equity investors to acquire and develop multifamily assets in markets with strong population growth and positive trending economic conditions. In 2020, Stoneweg US announced the formation of SW Fund I, an additional US-based investment fund targeting multifamily investments in emerging US Markets.
GROWING INVESTMENTS,
BUILDING COMMUNITIES

EXCELLENCE
We approach investing with a commitment to excellence and strive to be best of class in all facets of our business. We set aggressive yet attainable investment hurdles and seek to exceed these goals through detailed execution of our business plans and creative solutions to issues that may arise.

IMPACT
Our priority is to make a positive impact on everyone associated with our business and create value for all stakeholders through our disciplined investment approach that integrates social responsibility and environmental sustainability. By efficiently developing and repositioning multifamily projects we serve an important social need and reduce our environmental footprint.

VALUE CREATION
We strive to create value for our communities and their residents, as well as for our investors who make the opportunity possible. We create value by identifying assets in high growth markets, aggressively negotiating purchase and debt terms and relentlessly executing our repositioning strategy across our portfolio.

LEADERSHIP
Founder and CEO

PATRICK RICHARD
Chief Executive Officer
Patrick Richard is the Chief Executive Officer and Founder of Stoneweg US. As CEO, Patrick has led all efforts to solidify the Company's position as a desired investment partner since its 2016 inception. Under his leadership, the company has grown exponentially, reaching a portfolio value ~$1 Billion and surpassing 14,000 units in 2021. With a visionary approach that places the utmost priority on generating value for its Stakeholders, Patrick continues to identify ways to inspire his team, and establish Stoneweg US as a premiere investment partner for existing and new investors alike. Patrick began his CRE career in Switzerland as a founding partner of Procimmo AG, a Swiss-based, and regulated asset management company, where he was appointed Chairman of the Board during his 12-year tenure. Patrick holds a law degree from the University of Geneva, and has served on several Board education programs including the Swiss Board Institute and IMD.
EVP, Chief Investment Officer

SAM PALMER
EVP, Asset Management and Development
Serving as the EVP of Asset Management and Development, Sam Palmer joined the Company in December 2020 and was promoted to the Leadership Team in early-2021. As head of the Asset Management Team, Sam is responsible for overseeing high-level operations at all 50+ properties in the Company's portfolio. Sam also leads the Company's Development Team and is tasked with sourcing and developing ground-up multifamily projects, whose pipeline currently sits over 1000 units. Sam's industry experience spans over 20 years and includes senior executive and advisory roles in both institutional investment and nationally focused development companies. Sam holds a Master’s Degree in Real Estate Development from the University of Southern California and a Bachelor’s Degree from the University of Nevada in History and Political Science.
EVP, Chief Investment Officer

PAM LINDEN
EVP, Chief Legal Officer
Pam Linden serves as the EVP and Chief Legal Officer for Stoneweg US. She manages all legal aspects of the Company including, but not limited to, operations, transactions, corporate affairs, compliance and fund management. She brings over 20 years of legal and CRE experience in a variety of disciplines. Prior to joining Stoneweg US, Pam was the General Counsel of Waypoint Residential, a national multifamily real estate investment and development firm. Pam also served as the Director and Counsel of Westbrook Partners, an international real estate investment management company, and previously worked for 13 years for Greenberg Traurig, a leading US law firm, where she was also a shareholder. Pamela holds a Juris Doctorate cum laude and a Bachelor of Arts degree from the University of Florida.
EVP, Chief Investment Officer

MATT LEVY
EVP, Head of Investments
As EVP, Head of Investments, Matt Levy oversees the Investment team's activities in relation to active acquisition, funding and disposition of deals. He identifies emerging markets for opportunistic investments, and leads efficient due diligence on all company transactions. Prior to joining Stoneweg US, Matt served as the Vice President of Acquisitions for leading multifamily real estate investment firms including Bluerock Real Estate (BRG) and he brings over 10 years of deep CRE experience to his position. Matt obtained his Bachelor’s degree from the University of Florida in Business Administration and Finance.
EVP, Chief Investment Officer

KAREN WELLER
EVP, Chief Financial Officer
Karen Weller joined the Stoneweg US Executive Leadership Team as the Executive Vice President and Chief Financial Officer in July 2022. In this appointment, Karen oversees the Company’s finance and accounting functions; currently comprised of Treasury, Finance, Accounting and Fund Management; and is also tasked with propelling the Company’s innovation forward by means of automation and implementation. Karen’s breadth of experience spans 30 years and includes senior level positions with “Big Four” accounting firm Deloitte and Touche in several different countries. Since then, Karen’s career has allowed her to garner both domestic and international experience in investor relations, debt and financing, financial risk management, and accounting and reporting. Karen has held leadership roles in various companies including LNR Property Corporation, Royal Caribbean Cruises, the Related Group, and most recently, with Housing Trust Group where she served as the Chief Financial Officer. She is an alumnus of The University of Calgary, where she obtained a BCOMM degree, and is a CPA, CTP and CA.