WHO WE ARE
xEquity Group is a vertically integrated private investment firm focused on real estate equity and credit strategies across the U.S. middle market. We deploy capital across multifamily, single-family rental, development, and private credit investments, with an emphasis on disciplined underwriting, active execution, and downside risk management. Our platform spans acquisitions, development, asset management, and proprietary deal origination, enabling us to control the full investment lifecycle and create value through operational execution—not financial engineering. We employ a data-driven, process-oriented approach to capital deployment, with strategies designed to balance risk, return, and liquidity across market cycles. Our leadership team brings institutional experience across real estate, finance, and operations, including the execution of complex, large-scale projects. We are hands-on owners and stewards of capital, committed to transparency, alignment, and long-term value creation for our investors.
Advisor Partners
DAVID LOESSER
ADVISOR
The president of SEC-registered investment advisory firm The Estate Planners Group which he established in 2002, and he is also the founder and president of private fund management company Hamilton Asset Advisers which he established in 2009. David is a Certified Financial Planner®, and he also holds a Certified Private Wealth Adviser® designation from Yale University. He has been recognized in national rating publications as one of “America’s Top Financial Planners.” David has been in the financial services industry since 1996 and has over 25 years of experience in executive management positions. Prior to founding The Estate Planners Group, he worked at several financial firms, including Freedom Financial, Prudential Financial, and Faith Financial Planners. David is a registered Investment Adviser Representative, holds a Series 66 license, and is also a licensed insurance producer in New Jersey and Pennsylvania. David graduated with high honors from The College of New Jersey in 1980. He earned two master’s degrees in 1989, and later earned an Executive MBA in Asset and Wealth Management in 2013 from Carnegie Mellon University.
Manuel Vianna
Advisor
Manuel is a successful investment manager, executive and entrepreneur, and has been
advising xEquity on its investments. Manuel worked for 20 years at Monitor Group (now
part of Deloitte) in its consulting division, helping industry leaders develop and
implement growth and value creation strategies, and in Monitor’s investment division
where he co-founded Monitor Capital and was the portfolio manager of its high
performing affiliated hedge funds. He was a partner and an elected member of Monitor
Group’s board of directors. Manuel has also performed as the CEO, CFO or COO of
several companies, has served on multiple boards of directors, and has founded or co-
founded five companies. Additionally, Manuel was instrumental in developing private
equity investment programs in the US and abroad, including growing a multi-sector
private equity group in the US, where he led investments and chaired the investment
committee overseeing the deployment of over $1 billion.
More recently he has been working with companies on transformative programs to
reposition them strategically and maximize value creation, and advising investment
groups on their real estate asset strategy. Manuel has a degree in Production
Engineering from the Federal University of Rio de Janeiro and an MBA from Harvard
Business School.
Amar Thakrar
ADVISOR
Amar Thakrar, is a healthcare operator and executive focused on wellness and longevity platforms. He is an accomplished PE-backed COO of a multi-site healthcare platform, helping grow the business to $55M of recurring revenue while building a shared-services backbone and modern tech stack. He now advises teams on operations, M&A and integration, and AI-enabled growth—helping platforms scale, improve margins, and elevate patient experience. Dr. Amar Thakrar holds a PharmD and an MBA in Healthcare from Texas Tech Health Science University.
JASON GRANT
ADVISOR
Jason Grant is a distinguished entrepreneur with a deep focus on commercial real estate, complemented by his successful background in business leadership. As the founder of Yoozy, a multi-million dollar merchant services firm, he has mastered the art of corporate strategy, team management, and business development.
It is his expertise in the commercial real estate sector that truly sets him apart. Jason possesses over 20+ years of comprehensive real estate experience, a journey that encompasses land acquisition, development, construction, and sophisticated lease negotiations.
Jason spearheads multiple commercial developments in the state of Texas utilizing his astute business leadership with profound real estate know-how, offering a unique combination of skills that makes him a compelling force in the commercial real estate landscape.
Erik Maltais
Advisor
Erik Maltais, CEO of Immertec, is a visionary leader known for his ability to turn challenges into opportunities. His adaptive leadership, bold decision-making, and future-focused vision have driven Immertec’s growth, transforming it into a dynamic force in the industry. Through calculated risks and relentless innovation, Erik continues to inspire and propel the company forward.
Our Team
Kyle Haramliysky
Managing Partner
Kyle Haramliysky is a founding partner at xEquity Group. His main responsibilities involve managing investment professionals, sourcing opportunities, rigorous deal qualification, comprehensive due diligence, transaction execution, and the strategic development and execution of exit strategies. Kyle's exceptional leadership ensures optimal alignment with the company’s values, while delivering exceptional returns and value to stakeholders.
Kyle boasts a wealth of real estate expertise spanning over a decade, encompassing senior and executive-level roles in asset management, acquisitions and dispositions, business development, and strategy. He has led more than 20+ deals valued at over $200 million, achieving robust returns of 20%-39% IRR. Kyle's professional background includes distinguished management consulting and deal management experience, advising Fortune 500 executives on deal sourcing, strategic and financial due diligence, and orchestrating the seamless execution of 40+ deals with transaction values between $0.5 to $40 billion. His profound industry knowledge and strategic prowess contribute significantly to xEquity Group's continued success.
Kyle earned both his Bachelor's and Master's degrees from the prestigious McCombs Business School at the University of Texas at Austin, graduating with distinction in Finance, Accounting, and Business Honors.
Phillip Dotzinski
Managing Partner
Phillip Dotzinski, is a co-founding partner of xEquity Group, he is entrusted with executive leadership in conducting the strategic direction across the organizational framework. His role is to provide oversight for all aspects of xEquity's operational landscape, ensuring optimal alignment between people, systems, and assets. Centering on portfolio properties, developments, and owned subsidiary companies, Phillip's executive decision-making drives the unique, value-driven principles that characterize xEquity, enhancing investor returns and experiences.
He holds a strategic role in executive oversight of our development and acquisition projects, where he is responsible for project entitlements encompassing site scoping, architectural planning, governmental liaisons, builder relationships, and construction management. In portfolio assets, he maintains supervision over our property management division, ensuring seamless and efficient operational processes that yield exceptional returns and unparalleled customer service.
Phillip has 17+ years of diversified experience in real estate across investment & acquisitions, property management, renovations, as well as new developments and construction for multifamily apartments. As a serial entrepreneur, he has launched a variety of businesses across real estate, manufacturing, consumer/retail, technology and investments. He is the founder of a family of vertically integrated companies in construction, remodeling, and manufacturing that serve the multifamily sector in Tampa Bay, FL. Phillip holds Specialization Certification in Alternative Investments, Accounting, and Finance from Harvard Business School Online, along with Computer Science Certification and a State Certified General Contractor license (#CGC1526762).
Gary A. Tave, P.E.
DEVELOPMENT
Gary A. Tave, P.E. with over 35 years in facilities acquisition, design, construction, strategic operations, and disposal, holds unparalleled expertise and mastery in the real estate investment sector. Upon retirement from active duty as Commander, U.S. Navy Civil Engineer Corps in 2008, Gary meticulously curated a self-managed real estate portfolio in Tampa Bay, Florida that grew from 40 to over 500 units valued at more than $100 million. Always focused on the market, he divested much of that portfolio during the pandemic-fueled price spike of 2020-21, and is now focused on new, ground-up development with a current pipeline of six projects representing 630 residential units and approximately $110 million of new construction.
During his Navy career, beginning as nuclear propulsion technician before earning a commission as an officer in the Civil Engineer Corps, Gary was responsible for over $2 billion in construction projects including several thousand units of all types of housing as well as a full spectrum of commercial and industrial projects on four continents requiring extensive knowledge emerging technologies of the time and always requiring complex logistics and precise cost control. Over 20 years, beginning as a field construction manager, and culminating as Assistant Chief of Staff for Training of the 70,000 members of the Naval construction force and other shore forces, he has always focused on optimizing project budget, schedule and quality to meet mission requirements.
Gary’s other credentials include a BS in Nuclear Engineering from Oregon State University, an MS in Civil Engineering, and an MS in Finance from the University of Maryland, and an EMS from the Advanced Management Program of Tench Francis Business School at University of Georgia. Gary is a licensed Professional Engineer (PE72732) and Building Contractor (CBC1259574) in Florida.
JEFFREY Loesser
Fund Management
An Investment Adviser Representative for SEC-registered investment advisory firm The Estate Planners Group. Jeffrey has been with The Estate Planners Group since 2012 as an analyst, financial advisor, and portfolio manager. Jeffrey attained his Series 65 securities license in 2016. He has been involved in the operations of private fund management company Hamilton Asset Advisers since 2016. Jeffrey has prior experience as portfolio manager of a private equity fund, and he currently serves as general partner of a single family home development fund. He studied at Eastern University in Pennsylvania, graduating in 2009 with a double major in Business Management and Youth Ministry, along with a minor in Biblical Studies.
KATHERINE KIRKNER
Fund Management
The vice president of operations and compliance at SEC-registered investment advisory firm The Estate Planners Group and has been serving in the same capacity for private fund management company Hamilton Asset Advisors since 2019. Prior to joining The Estate Planners Group, Katherine practiced general civil litigation in California for several years. She transitioned to business operations at a public software company before moving to venture capital firm Sequoia Capital. Katherine earned her Bachelor of Arts degree in 2008 from the University of Southern California. She subsequently earned her Juris Doctor degree in 2012 from the Emory University School of Law in Georgia.
BRIAN Loesser
Fund Management
An operations specialist for SEC-registered investment advisory firm The Estate Planners Group as well as private fund management company Hamilton Asset Advisers since 2019. Prior to that, Brian served as co-founder and manager of a property development company that focused on the construction of numerous residential buildings in the Philadelphia and Bucks County, PA area. Brian earned his bachelor’s degree from Messiah University in Pennsylvania, where he studied Business Administration.
REYN king
Fund Management
Reyn King is a seasoned real estate professional with over 15 years of experience and a proven track record of success. With a portfolio of over 2,500 transactions, Reyn has built a reputation for his ability to cultivate lasting client relationships and navigate complex markets. Having held leadership roles at prominent firms like Wedgewood and Residential Capital Management, Reyn has demonstrated a keen ability to oversee high-performing projects and drive revenue growth. His recent venture, the Windsor Hotel in Abilene, Texas, showcases his passion for revitalizing historic properties and turning them into thriving assets. Reyn’s expertise lies in identifying and renovating deeply discounted single-family residences (SFRs) in the Dallas metro area. His goal is to build a rental portfolio that can be sold within three years, offering a strategic investment opportunity for clients. With his deep understanding of the market and proven ability to deliver results, Reyn is a valuable asset for anyone seeking to invest in real estate.
RITA MARSANOVA
Fund Management
Rita is a real estate fund executive with a strong foundation in finance, M&A advisory, and property management. She has extensive experience in structuring, scaling, and managing single-family and multifamily rental portfolios, with a proven track record of building multi-million-dollar assets and implementing operational systems that drive long-term value.
In real estate, Rita has worked across multiple strategies including acquisition, renovation, leasing, and portfolio optimization. As the Founder of Neighborly Management and COO/CFO of xEquity’s Single Family Residential Fund, she combines hands-on operational leadership with rigorous financial oversight, ensuring robust reporting, scalable business strategies, and institutional-grade governance.
Her earlier career at FTI Consulting honed her expertise in integration management, separation planning, and strategic execution for Fortune 500 companies and private equity firms. She also brings diverse experience from roles in private equity, venture capital, and wealth management, giving her a holistic perspective on investment management and value creation.
Rita holds a strong reputation for delivering white-glove service to investors, reducing avoidable risk, and turning strategy into measurable results. Her ability to blend financial rigor with practical execution makes her uniquely positioned to bridge the worlds of private equity and real estate operations.
Michael Stanchev
European Markets
Michael is a private equity professional, experienced in real estate investments across Europe and the UK. He has extensive experience in structuring, managing, and scaling private equity and alternative investment vehicles, with a track record of executing and mitigating transactions exceeding $100M in private and venture capital.
In real estate, Michael has worked across multiple strategies including acquisition, development, and value-add opportunities, combining deep financial expertise with a hands-on approach to portfolio growth and operational optimization. His experience spans both institutional and entrepreneurial settings, supporting senior partners in sourcing, evaluating, and managing assets across key European markets.
Michael is a European-certified investment advisor (CySEC Credential ID CN8478) and holds a specialization in Alternative Investments from Harvard Business School. He graduated with honors from the American College of Thessaloniki and earned a degree in Finance from the College of Boston, Massachusetts.
nick poulos
Brokerage
Nick’s real estate career is defined by exceptional achievements and visionary leadership. As the #1 real estate investment agent in the country, he sold over 160 homes in just one year. Transitioning into leadership, Nick led teams to success at Sundae.com before pursuing a greater vision: founding his own investment brokerage with the mission of helping every investor become a real estate investor. With his real estate broker's license, Nick continues to empower investors with expertise, transparency, and opportunity, redefining the real estate investment landscape.
RYAN ROMO
Brokerage
Ryan is a natural connector, renowned for building genuine, lasting relationships with clients and attracting top talent from across the U.S. As co-founder and Chief People Officer at RFP Homes, he fosters a culture of productivity, healthy competition, and fun, inspiring teams to excel. A top 10 real estate agent in Dallas-Fort Worth, Ryan has successfully transacted hundreds of real estate investment properties, bringing unmatched expertise and a people-first approach to every aspect of his career.
TONY GAVRILOV
Brokerage
Tony is a self-made real estate investor who built a 7-figure portfolio across Texas while still in his 20s, demonstrating exceptional skill in identifying and underwriting high-return investments. With his Masters in Finance and as COO and CFO at RFP Homes, Tony leverages his financial acumen and operational expertise to drive strategic growth, build scalable systems, and ensure seamless execution across the business. A visionary leader and the glue that holds the team together, Tony’s unique blend of financial insight and operational precision is instrumental in delivering results and advancing RFP Homes' mission.
Maximilian Dier
Brokerage
BRYCE TENNISON
Lending Director
IGNACIO OVALLE
Chief Economist & Research
JONATHAN WALLS
CONSTRUCTION
PAWEL DUDA
CONSTRUCTION
Ryan Manley
ACCOUNTING
GRACE GUZMAN
ACCOUNTING
COURTNEY REIMAN
Investor Relations
JOCELYN RUIZ
Admin/Bookkeeping
Jasond VILLAMER
Marketing
ABby SANTOS
Creative Content
Our Why
As founders of xEquity Group, our personal journeys shape our mission. We have been dear friends since childhood and were both born in economically challenging circumstances overseas—experiences that informed our perspective on access, opportunity, and long-term financial security.
These experiences led us to build xEquity as a platform providing broader access to institutional-quality investment strategies, including real estate equity and credit, as well as select alternative investments governed by the same discipline around underwriting, execution, and oversight. Many of these opportunities have historically been limited to a narrow segment of the market.
We believe disciplined wealth creation should be more accessible and built on transparency, alignment, and control. This belief guides our approach to constructing a diversified investment platform across equity, debt, and alternatives—designed to balance risk, return, and liquidity.
Our mission is to help investors build and preserve wealth through thoughtfully structured investments, applying institutional rigor, active ownership, and long-term stewardship across all strategies we pursue.
ALEXANDER MOROZ WILLIAMS
VP of Investments
NICHOLAS POULOS
Acquisitions Director
RYAN ROMO
Business Development
NICHOLAS FENNEMMA
Acquisitions Director
DAN SANBORN
Head of Property Management
JASOND VILLAMER
Information Technology/Marketing
WENDY VILLANUEVA
Compliance Administrator
COURTNEY REIMAN
Investor relations
MARIELA SILVA
Admin/Bookkeeping
Core Values
At xEquity Group, we live and breathe by these few guiding principles – it’s “core” to our company culture and our long-term success.