Managing Director and Chief Digital Officer, Global Real Estate Team Bill  Schultz at Chatham Financial  Portrait

Bill Schultz

Managing Director and Chief Digital Officer, Global Real Estate Team

Lonergan Partners is pleased to announce that Bill Schultz has joined the Global Real Estate team at Chatham Financial as its Managing Director and Chief Digital Officer. The search process was led by Mark Lonergan.

About Bill

Bill is joining Chatham Financial to lead the strategy and development of its commercial real estate technology product suite.

To stay ahead of evolving needs in the CRE capital markets, Chatham will increase the speed of development and expand the capabilities of its real estate technology platform. In his new role, Bill will be responsible for steering the vision and growth of Chatham’s digital product offerings to help real estate clients optimize their debt management, valuation, covenant tracking and reporting, debt pipeline, and data analytics capabilities. As the largest real estate debt capital markets platform, Chatham’s technology currently manages:

  • $1.3T active debt principal
  • 47K+ loans
  • 250+ clients
  • 84% of ODCE fund principal balance

Prior to joining Chatham, Bill spent 19 years with J.P. Morgan Asset Management. In his most recent role as Chief Operating Officer of Global Alternatives — Real Estate Americas, he led the design and implementation of an industry leading data and technology platform. In addition to responsibility for developing and executing the business plan, directing strategic initiatives, and the operational management of the Americas real estate business, Bill was the business owner of the real estate technology program and a major presence in the real estate technology community. His prior responsibilities at J.P. Morgan included managing the platform’s real assets expansion into Europe, Asia, and South America. He also served in roles as Global Head of Technology, India Services and Product Delivery, implementing investment products and technology solutions across real estate, private credit, infrastructure, and transportation.

About Chatham Financial

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 600 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,000 companies across a wide range of industries — handling over $750 billion in transaction volume annually and helping businesses maximize their value in the capital markets, every day.

Matt Henry Portrait

Bill’s expertise in real estate technology combined with his unrivaled understanding of debt capital markets and the end-to-end real estate investment management/owner-operator process made him the easy choice to lead Chatham’s technology development. While we have more than doubled our debt management revenue in recent years, with the increasing demand for our product and our pipeline of new offerings, the speed of growth is accelerating exponentially, and we are excited for Bill to lead the effort.

Matt Henry, Managing Partner and Chairman, Chatham Financial
Bill Schultz Portrait

At Chatham, we have an unlimited opportunity to evolve, expand, and enhance our services and technology product offerings, enabling clients to maximize their value in the debt and equity markets. To lead this effort, I'm bringing my experience digitizing J.P. Morgan’s real estate investment management operating model and implementing data programs and vertical technology solutions for capital markets. I’ve led digital development in many real estate management disciplines, including valuation, asset management, acquisitions, financial operations, and REIT/CMBS trading. Our ambitious expectations require investment in our current technology team, and we will accelerate our growth by attracting top talent.

Bill Schultz, Managing Director and Chief Digital Officer, Global Real Estate Team, Chatham Financial
Mark Lonergan Portrait

Chatham Financial is the world's top independent financial risk management advisory and technology firm. Bill will be leading Chatham’s groundbreaking Real Estate business, creating real insight for the world’s Money Center Banks into their Commercial Real Estate portfolios.

Mark Lonergan, Founder & Managing Partner, Lonergan Partners