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Kate Davis

President & Portfolio Manager | Closed-End Fund Division

Kate DavisKate Davis joined Broadstone as a member of the Executive Team in September, 2017, with nearly 15 years of experience in real estate and finance. As President & Portfolio Manager of the Broadstone Real Estate Access Fund, Inc., a 1940 Act closed-end interval fund managed by Broadstone, Kate oversees the ongoing development and implementation of investment strategy and growth planning for the fund. Through the creation and management of a diversified portfolio of real estate investments across sectors and asset classes, Kate is responsible for achieving business and investment objectives.

Prior to Broadstone, Kate served as Portfolio Manager and Head of Research & Operations for the Resource Real Estate Diversified Income Fund at Resource America, Inc., where she constructed and co-managed a portfolio of 100+ real estate investments across sectors and asset classes, as well as oversaw business operations. Kate began her career in real estate private equity, and has also held roles in Corporate Finance and Business Development at Microsoft.

Other Highlights:

  • BS degree in Finance from the University of Illinois at Urbana-Champaign
  • MBA from the University of Chicago Booth School of Business
  • Urban Land Institute UrbanPlan volunteer

Contact Kate:
585.402.7866
[email protected]