Chris Burbach is a Co-Founder, Partner, and the Chief Executive Officer of Fundamental Income. Chris is a member of the Board and jointly leads the Company’s Investment Committee.

Before founding Fundamental Income, Chris served as Executive Vice President of Underwriting for STORE Capital Corporation (NYSE: STOR) for seven years. In that role, he led the underwriting of approximately $12 billion in net lease investments, including over $7.5 billion in closed transactions. Chris also served as both a member and chairman of STORE’s Investment Committee. In addition to his investment and management responsibilities, Chris co-led numerous aspects of STORE’s capital markets activities, including corporate capital strategy, corporate credit ratings, the issuance of $725 million in investment grade corporate unsecured notes, and the issuance of over $2 billion in asset-backed notes, including A+ and AAA-rated notes.

Before joining STORE, Chris spent six years at Spirit Finance Corporation, where he served as the Vice President of Investment Management responsible for managing the company’s $3.5 billion real estate investment portfolio, in addition to managing the underwriting group. He also previously served as CEO of VM Management, Inc., an owner and manager of private charter schools, and as a consultant for Navigant Consulting working with construction and government industry groups. Chris earned his B.S. in Finance from Santa Clara University and his M.B.A. from Arizona State University. Chris is also a CFA® charterholder.

Alexi Panagiotakopoulos is a Co-Founder, Partner, and the Chief Investment Officer of Fundamental Income. Alexi is a member of the Board and jointly leads the Company’s Investment Committee.

He previously served as Managing Director of Strategic Initiatives for SMS Financial, a private distressed debt firm and joint venture partner of the FDIC. Over his five-year tenure, Alexi was instrumental in the acquisition, recovery and servicing of over $940 million of commercial debt across all asset classes. He also jointly managed all aspects of new business development, acquisitions and dispositions, revenue partnerships, capital placement opportunities, underwriting, and portfolio management.

Before joining SMS Financial, Alexi specialized in underwriting at STORE Capital Corporation, (NYSE: STOR), which focuses on the acquisition and leaseback of single tenant operational real estate on a net- lease basis. He has an extensive background in sourcing, credit analysis, underwriting, and real estate finance, with over $1.5 billion of transaction experience. He earned his B.S. in Finance, magna cum laude, from the W.P. Carey School of Business at Arizona State University.

Matt Burbach is a Partner and the Chief Operating Officer at Fundamental Income. Matt is primarily responsible for leading all aspects of the Company’s operations and legal activities. Matt also serves as a member of the Investment Committee.

Matt previously served as Senior Real Estate Attorney for Ryan Companies, a vertically integrated real estate development, construction, and investment company with over $2 billion in annual revenue. In that role, he negotiated and drafted transactions for the acquisition, development, leasing, and financing of office buildings, industrial facilities, multi-family residential complexes, retail, and mixed-use centers across the United States, including complex projects with development budgets in excess of $200 million. He has extensive experience advising senior executives and management on risk management, capital structuring, equity formation, and construction financing.

Before joining Ryan Companies, Matt spent twelve years in private legal practice where he represented a variety of real estate clients, including a national triple net lease sale-leaseback REIT. Matt earned his B.S. in Finance from Santa Clara University and his J.D. from Georgetown University Law Center.

Greg Lang is a Partner of Fundamental Income. Greg‘s primary responsibilities include originating and underwriting net lease investment opportunities as well as monitoring the firm’s existing investment portfolio. Mr. Lang also serves as a member of the Company’s Investment Committee.

Greg brings a wealth of real estate acquisition experience, having participated in over $1 billion of acquisitions across various asset classes. Before joining Fundamental Income, he served as Vice President of Acquisitions at Broadstone Net Lease, Inc. (NYSE: BNL), a New York-based $4+ billion net lease REIT. In that role, Greg worked directly with real estate brokers and operating companies to provide tailored net lease and sale-leaseback solutions across the United States.

In addition, Greg previously served as Vice President of Investments for Starwood Waypoint Homes. Greg also spent over four years as Managing Director of Acquisitions at STORE Capital Corporation (NYSE: STOR), a publicly traded net lease REIT. A native Phoenician, Greg received his B.S. in Management with a Minor in Economics from the W.P. Carey School of Business at Arizona State University.

Charlie Alm is a Partner of Fundamental Income. Charlie’s primary responsibilities include originating and underwriting net lease investment opportunities, as well as monitoring the firm’s existing investment portfolio. Mr. Alm also serves as a member of the Company’s Investment Committee.

Before joining Fundamental Income, Charlie served as Vice President and General Counsel at a diversified family office focused on the agriculture and food manufacturing industries. In that role, he was heavily involved in operations and strategy across numerous operating companies and played a lead role in sourcing and executing acquisitions and strategic investments.

Charlie previously worked in data center acquisitions for IO, now Iron Mountain (NYSE: IRM), a global leader for storage and information management services. In addition, he spent seven years as a practicing attorney focused on mergers and acquisitions, first with White & Case, LLP in New York and then for Snell & Wilmer, LLP in Phoenix. Charlie received his B.A. from Arizona State University and a J.D. from the University of Virginia School of Law.

Tanner Phillips is a Partner of Fundamental Income. Tanner’s primary responsibilities include structuring and underwriting net lease investment opportunities as well as monitoring the firm’s existing investment portfolio. Mr. Phillips also serves as a member of the Company’s Investment Committee.

Before joining Fundamental Income, Tanner served as the Executive Vice President of Real Estate & Investments and Chief of Staff for 4Front Ventures (FFNT.CN: CSE), a leader in the emerging cannabis industry. In this role, he was responsible for sourcing, capitalizing, and managing all real estate and investments across 4Front’s national operating platform. Before joining 4Front, Tanner served as Vice President of Credit and Underwriting at STORE Capital Corporation (NYSE: STOR), where he managed the underwriting team and jointly led the review and analysis of more than $5 billion in single-tenant, net lease acquisitions. Tanner also previously worked as a Fixed Income Trader for Wachovia Bank and Wells Fargo Corporation (NYSE: WFC), where he focused on taxable interest rate structured products.

Tanner graduated magna cum laude from the Eller College of Management at the University of Arizona with a B.S. in Finance and Entrepreneurship. He is currently a level 3 candidate in the Chartered Financial Analyst (CFA®) program.

Reed Dodenhoff is a Partner of Fundamental Income. Reed’s primary responsibilities include originating and underwriting net lease investment opportunities as well as monitoring the firm’s existing investment portfolio. Mr. Dodenhoff also serves as a member of the Company’s Investment Committee.

Before Fundamental Income, Reed served as a Vice President in the Middle Market Finance Group of Oaktree Capital Management, a global asset management firm specializing in alternative investment strategies. As VP, he was responsible for originating, underwriting, and executing new debt and equity investment opportunities in middle market companies. In addition, Reed was responsible for monitoring existing portfolio investments. Reed previously worked at Rothschild & Co, a multinational investment bank, within the Restructuring and Debt Advisory Group.

Reed received a B.B.A. from the Stephen M. Ross School of Business at the University of Michigan.

Katie Kimble is a Managing Director of Investments at Fundamental Income. In this capacity, Katie is responsible for sourcing and reviewing single-tenant acquisition and investment opportunities across the middle market.

Katie previously served as Vice President of Business Development and Communications for RiverGlade Capital, a lower middle market healthcare private equity firm. There, her primary responsibilities included business development, marketing and communications, and investor relations.

Prior to RiverGlade, Katie spent 10 years at Mesirow Financial, a diversified financial services firm, where she focused on investor communications, marketing, and business development for the firm’s institutional investment management strategies. Previously, Katie held various private equity roles at Graham Partners and American Capital. She began her career in the audit practice at PricewaterhouseCoopers.

Katie holds a BS in Accounting, a BBA in Marketing, and an MBA from Villanova University. In addition, she is a Certified Public Accountant (CPA) and holds the Chartered Alternative Investment Analyst (CAIA) designation.

P.J. Nachman is a Managing Director of Fundamental Income. In this capacity, P.J. helps lead the firm’s strategic finance and capital markets activities.

P.J. brings over 25 years of senior investment and executive operating experience. After beginning his career in investment banking, P.J. worked in private equity at The Gores Group, Marlin Equity Partners, and Angelo Gordon where he invested across middle market growth, leveraged buyout, and special situations. Later, P.J. went on to serve as CFO of middle market operating businesses in software, consumer, and business services where he successfully applied proven investment and operating principles learned in private equity.

P.J. received his B.A. from Wesleyan University and a M.B.A. from the UCLA Anderson School of Management.

Tristen Pfeifer is a Managing Director of Investments at Fundamental Income. In this capacity, Tristen is responsible for sourcing, reviewing, and executing single-tenant acquisition and investment opportunities across North America.

Before joining Fundamental Income, Tristen served as Managing Director, Head of Net Lease Investments at Keyway, a venture capital backed prop-tech start up. He was responsible for leading the Net Lease team’s acquisition process including sourcing, underwriting, closing, and managing portfolios of Net Lease assets.

Prior to Keyway, he worked at STORE Capital Corporation in both the underwriting and acquisitions departments. As a Senior Underwriter, he evaluated and presented over $500MM worth of net lease transactions. After being promoted to Managing Director, Acquisitions Tristen jointly sourced, priced, and closed over $750MM worth of transactions. Tristen earned his master’s degree in finance at the W.P. Carey School of Business at Arizona State University after completing his undergraduate studies in finance and economics at Grand Canyon University. Tristen is also a CFA® charterholder.

Robert Mazakis serves as Senior Vice President, Controller of Fundamental Income. Before joining Fundamental Income, Robert served nearly five years as Senior Vice President, Controller of Ensemble Investments, a privately held company with a$1 billion+ portfolio of developed and acquired real estate assets spanning hospitality, multi-family, mixed-use, medical, and office, as well a third-party property management and brokerage services platform. In that role, he managed a 14-person accounting team responsible for all aspects of the company’s accounting, tax, and treasury functions.

In addition, Robert served over four years as Chief Financial Officer of De Rito Partners, a privately held real estate company specializing in the retail sector. His experience also includes nine years as Controller and Chief Accounting Officer of InnSuites Hospitality Trust, a publicly traded company that owns, operates, and manages hotels.

During his twenty-two year accounting career, Robert has also served as a Financial Controller of a privately-held land development company with nearly $2 billion in land holdings as well as a history in public accounting. Robert received his B.S. in Accounting from the University of Arizona and his M.B.A. from Arizona State University. He is a Certified Public Accountant in the State of Arizona.

Jaymee is the Senior Vice President of Operations and Senior Counsel for Fundamental Income. She is responsible for the development, implementation, and oversight of the firm’s corporate operational strategy.

Prior to joining Fundamental Income, Jaymee spent several years working in private legal practice, most recently at Quarles & Brady LLP in Phoenix, as a real estate attorney representing institutional investors, publicly traded REITS, commercial developers, and public and private companies on a variety of commercial real estate and lending transactions. She is also a member of the Board of Directors of Habitat for Humanity of Central Arizona.

Jaymee earned her B.A., magna cum laude, from American University and her J.D., magna cum laude, from University of Minnesota Law School.

Emily serves as Assistant Controller of Fundamental Income. In her role, Emily is responsible for ensuring Fundamental Income’s accounting records and financial reporting are accurate and in compliance with US and international accounting standards.

Emily has nine years of commercial real estate experience, focusing on full-cycle accounting for three publicly traded REITs. Most recently, as a fund controller at CIM Group, Emily has successfully managed the accounting transactions for two publicly traded REIT mergers.

Emily received her B.S. in Accounting from the University of Akron.

Mandy Ruehle serves as Senior Manager of Real Estate Transactions for Fundamental Income. She has over 15 years of experience in a wide variety of real estate matters, across multiple states in single and multi-family acquisitions, dispositions, and property management. She spent the last several years at the forefront of the transaction management platform for a major iBuyer and managed the successful closing of approximately $4 billion in combined acquisition and disposition transactions in 2021.

Mandy grew up in Owosso, Michigan but has spent the last 15 years between the warmer weather states of Hawaii and Arizona. She has one naughty and nice fur child named Emma Boo.

Kelsey McKone serves as Senior Manager of Human Resources & Company Culture for Fundamental Income.

Before joining Fundamental Income, Kelsey spent eight years as an educator at St. Francis Xavier Jesuit Elementary School in Phoenix, Arizona, where she taught junior high. In addition to her teaching activities, Kelsey served as a club moderator, created enrichment courses for after-school programs, and participated in school fundraising. She actively serves as President of the Associate Board for Boys Hope Girls Hope of Arizona. Since joining Fundamental Income, Kelsey has become a certified paralegal through the Boston University Paralegal Studies Program.

A fourth generation Phoenician, Kelsey received her B.A. from the University of Arizona and her Masters in Education from Grand Canyon University.

Jordan is a Vice President of Investments at Fundamental Income. Jordan’s primary responsibilities include analyzing, structuring, and underwriting net lease investment opportunities.

Before joining Fundamental Income, Jordan served as the Senior Financial Analyst for 4Front Ventures, a leading national operator in the emerging cannabis industry. In this role, he was responsible for leading the Company’s FP&A and financial modeling functions. During his time there, he helped the Company achieve profitability and raise over $45M in new capital. Prior to 4Front Ventures, Jordan was a Senior Underwriter at STORE Capital Corporation (NYSE: STOR), which focuses on the acquisition and leaseback of single tenant operational real estate on a net-lease basis. He brings a strong background in credit analysis and real estate finance, with $1 billion of transactional experience. Jordan also previously worked for Resolute Commercial Services, where he focused on business advisory and turnaround consulting.

Jordan graduated with his B.S. in Finance from W.P. Carey School of Business and Barrett Honors College at Arizona State University. He is currently a level 2 candidate in the Chartered Financial Analyst (CFA®) program.

Nate Shindel is a Vice President of Investments at Fundamental Income. Nate’s primary responsibilities include analyzing, structuring, and underwriting net lease investment opportunities.

Before joining Fundamental Income, Nate served as an underwriter at Trinity Capital Investment, a private venture debt fund focusing on mezzanine and senior loan financing for early stage technology companies. In that role, Nate served as part of the team responsible for conducting due diligence for all potential investment opportunities. Prior to Trinity Capital Investment, Nate specialized in underwriting at STORE Capital Corporation (NYSE: STOR), which focuses on the acquisition and leaseback of single tenant operational real estate on a net-lease basis. He brings a strong background in credit analysis and real estate finance, with over $500M of transactional experience.

Nate received his B.S. in Finance from the Eller College of Management at the University of Arizona. He is currently a level 3 candidate in the Chartered Financial Analyst (CFA®) program.

James Barranco is a Vice President at Fundamental Income. James’s primary responsibilities include analyzing, structuring, and underwriting net lease investment opportunities.

Prior to joining Fundamental Income, James was an Associate at the ING Group on the Leveraged Finance team in New York covering the Technology, Media, and Telecommunications sectors. James focused on the origination and execution of sponsor-backed, high-yield companies to support various types of financings including mergers & acquisitions, leveraged buyouts, and dividend recapitalizations. At ING, James was responsible for conducting due diligence, performing credit analysis, forecasting debt repayment capabilities, modeling debt sizing and stress testing, and negotiating legal documentation. James received his B.A. in Business, Organizations, and Society from Franklin & Marshall College with a concentration in Finance.

Julie Vargas serves as Senior Real Estate Transactions Coordinator for Fundamental Income. She has 8 years of experience in the real estate field, working for law firms and iBuyers across multiple states. She spent the last few years working as a transaction manager in cross functional teams to serve clients and investors in acquiring and disposing of residential and investment properties.

Prior to her career in real estate, Julie practiced as an attorney representing clients in divorce, family law, and criminal matters in New York.

Julie grew up in Port Jefferson, New York and moved to Arizona in 2019 after her husband retired from active duty. She earned her B.A. in Legal Studies from an ABA approved program at Quinnipiac University. She earned her J.D. from Touro University Law School located in Central Islip, NY.

Courtney Hillman serves as Senior Accountant of Fundamental Income. In her role, she will assist with the reporting to internal and external entities and the maintenance of accounting schedules and entries.

Before joining Fundamental Income, Courtney was a Client Accountant at Cushman and Wakefield, where she handled full cycle reporting for multi-tenant commercial properties on a month to month basis.

Courtney is a recent graduate of Arizona State University with a B.S. in Accountancy.

Jonathan Jaggard is a Senior Associate at Fundamental Income. Jonathan’s primary responsibilities include real estate underwriting, transaction analysis, tenant due diligence, portfolio valuation, and market research.

Before joining Fundamental Income, Jonathan served as an Associate at KPMG, LLP (Chicago), as a member of the firm’s Real Estate Valuation group. As an Associate, he was responsible for market research, cash flow analysis, cost analysis, and other valuation activities for a wide variety of asset classes both nationally and internationally.

Jonathan received a B.S. in Business from the Kelley School of Business at Indiana University – Bloomington with a double major in Finance and Real Estate.

Erin McKenna is a Senior Associate at Fundamental Income. Erin’s primary responsibilities include supporting the Chief Investment Officer as well as assisting with lead generation and daily functions of the business development team.

Before joining Fundamental Income, Erin served as Marketing Manager for Catellus Development Corporation. As Marketing Manager, she was responsible for project and partner communications, marketing strategies, and assisting with new business development.

Erin received a B.S. in Communications and Marketing from The University of Arizona.

Martin Burch serves as an Associate at Fundamental Income. Martin’s primary responsibilities include database construction and management, data analysis, as well as the management of the Company’s information technology.

Before joining Fundamental Income, Martin was a student at the University of Notre Dame. While there, he interned with Bluemount, a sales company focused in telecommunications, where he collaborated with the team on sales strategies and interfaced with customers and clients.

Martin graduated from the University of Notre Dame in 2020 with a BBA in Business Analytics.

James Clelland serves as an Associate at Fundamental Income. James’ primary responsibilities include real estate underwriting, transaction analyses, tenant due diligence, portfolio valuation, market research, and support in company related investments.

Before joining Fundamental Income, James was a student at Santa Clara University. While there, he interned for CM Capital, a global investment firm headquartered in Palo Alto. As a member of its real estate team, he helped manage CM’s extensive real estate portfolio.

James graduated from Santa Clara University in 2021 with a B.S. in Economics and a B.S.C. in Finance.

George Rouman serves as an Analyst at Fundamental Income. George’s primary responsibilities include real estate underwriting, transaction analysis, tenant due diligence, portfolio valuation, market research, and support in company-related investments.

Before joining Fundamental Income, George was a student at the University of Wisconsin-Madison. While in school, he interned for UBS in the firm’s Madison office, where he provided general client support to the team of advisors, associates, and office administrators.

A Bay Area native, George graduated from UW-Madison in May with a BBA in Finance, Investment & Banking.

Ivan Teng serves as an Analyst at Fundamental Income. Ivan’s primary responsibilities include real estate underwriting, transaction analysis, tenant due diligence, portfolio valuation, market research, and support in company-related investments.

Before joining Fundamental Income, Ivan was a student in the University of California, Los Angeles. While in UCLA, he interned with Pathway Capital Management, a global private market investment firm headquartered in Irvine. He was part of the firm’s investment team focusing on evaluating and conducting due diligence on primary investments across private equity, private credit, and infrastructure funds.

Ivan graduated from the University of California, Los Angeles in 2022 with a B.A. in Economics and a minor in Accounting.

Jack Carlino serves as an Analyst at Fundamental Income. Jack’s primary responsibilities include real estate underwriting, transaction analyses, tenant due diligence, portfolio valuation, market research, and support in company related investments.

Before joining Fundamental Income, Jack founded and operated wanamakers.com, an online auction platform servicing the Thoroughbred horse racing industry. Jack’s other experience in the Thoroughbred industry included working for leading stud farm, Hill ‘n’ Dale, and for Classic-winning trainer, Michael McCarthy.

Jack graduated from the University of Louisville in 2016 with a B.S. in Business Administration and holds a Graduate Certificate in Management from University College Dublin Michael Smurfit Business School.

Ashley Melton serves as the accounting assistant for Fundamental Income.

Before joining Fundamental Income, Ashley served as an administration lead for two local, high volume public accounting firms. She specializes in organization, having implemented new and digital strategies to improve the flow of productivity. In addition to maintaining the daily business operations of tax offices, Ashley has gained experience in the preparation and filing of complex tax returns.

In addition to her accounting duties, Ashley assists with the transaction team.