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The Right Development Partner

Now more than ever, the importance of pragmatic market guidance, industry-specific expertise, and access to strategic and flexible capital cannot be overstated. At Southwell, our services align with your goals, enabling you to confidently navigate the uncertainties of today's financial landscape.

OUR MISSION

At Southwell, we understand that successful development projects require more than just an experienced construction team - they also require experienced and reliable financial partners.

With capital markets reacting to sudden interest rate hikes and unexpected pricing shifts, Southwell is able to structure and secure the most effective capital stack, ensuring a more accretive outcome for your project.

Analytics

By leveraging Southwell’s robust underwriting, financial modeling and data analytics services, real estate developers and investors are able to make better-informed decisions, ensuring a more accretive outcome for their projects.

Project Finance

Obtaining the appropriate financing for a project is often one of the most challenging aspects of the development process. We are able to structure and secure the most effective capital stack around the specific constraints and goals of the project.  

Marketing

In an environment where capital partners are  cautious about deploying funds, it is essential to provide compelling reasons to invest. We collaboratively package your project to effectively convey the investment merits of the deal.

ABOUT

Maintaining relationships is at the core of our values, and defines our approach to every client and project we undertake.

Headquartered in San Francisco, California, Southwell Advisory is a boutique capital markets advisory firm that specializes in providing structured capital solutions and financial services for real estate development and investment. ​ ​ Our expertise is in ground-up construction and value-add development projects. It's what we know best. From comprehensive market analytics to structured financial strategies incorporating traditional and alternative financing solutions, we align ourselves entirely with the goals and objectives of our clients, providing invaluable guidance and expertise in navigating today's complex capital markets. ​

VISION

Aligned With Your Vision

Maintaining relationships is at the core of our values, and defines our approach to every client and project we undertake. This basic principal holds even greater significance in today's economic landscape. Southwell takes a personalized approach to understand you and your goals, fully aligning ourselves with your vision.

A More Effective Partner

With capital markets reacting to sudden interest rate hikes and unexpected pricing shifts, Southwell is able to structure and secure the most effective capital stack, ensuring a more accretive outcome for your project.

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Kim Tillinghast

Principal, Partner

Kim Tillinghast began her career in the banking industry in 1985. She graduated with a degree in Finance from West Texas State University in 1990 and has continued her education by earning her Series 24 General Securities Principal Exam and Certified Plan Fiduciary Advisor (CPFA™). Shortly thereafter she started her brokerage career at a traditional wirehouse in downtown Los Angeles, California in 1991. After relocating to Orange County, Kim became an independent financial advisor in May of 1993. She brings over 37 years in the banking and finance industry with experience ranging from designing, developing, employing and maintaining complex investment strategies, Pension Plans, Employee Stock Option Plans, Corporate Finance, Estate Planning and Transition. Outside of her career, she served as Co-Chair of the Dallas County Susan G. Komen Race for the Cure 2013 and 2014 and currently serves on the Board of the Tillinghast Society, Inc. With a deep love for animals, she continues to volunteer for multiple emergency animal response teams including Red Rover, HSUS, UAN, ASPCA and volunteers weekly at the Irving Animal Shelter. Kim also loves worldwide adventure travel and has many amazing experiences visiting almost half of the world’s countries and all seven continents, twice.

Karthik Muraliraj

CFP®, ChFC®, CLU®, RMA®, Partner

Karthik Muraliraj was raised in Fort Worth, Texas, and developed an interest in investing and economics at a young age. After graduating from the University of Texas at Austin with a Bachelor of Arts in Economics and a minor in Business, he started his career as a financial professional in 2008. Throughout his career, Karthik has continued to educate himself by gaining multiple designations. Since moving to Dallas, he has been an active member in the community—volunteering with organizations such as the network of Indian Professionals, Dallas Autumn Ball and Reading Partners. Karthik is an avid sports fan and enjoys supporting his alma mater as a proud member of the Texas Exes Dallas Chapter. In his free time, Karthik enjoys cooking, travel, fitness and spending time with this wife, son, dog, and cat.

Crystal Arredondo

MBA, CDFA®, CPFA™, Partner

Crystal Arredondo was born and raised in Germany. She moved to Texas following her parents’ decision to retire after serving an overseas career in the Armed Forces. Seeing firsthand the difficult transition to civilian life after retirement, Crystal obtained her MBA in Finance at the University of North Texas and began her career as a financial advisor. In 2009, she completed the Retirement Planning Specialist Program at the Wharton School of Business, University of Pennsylvania. In 2018, she earned her designation of Certified Divorce Financial Analyst® (CDFA®). In 2022, she earned the additional designation as a Certified Plan Fiduciary Advisor (CPFA™). As the daughter of an immigrant mother, she especially enjoys helping women and business owners make decisions that affect their financial independence. She served as the 2015-16 Chair for the National Association of Women Business Owners (NAWBO) and 2016-17 Chair for the NAWBO Institute of Entrepreneurial Development.

Philip Strunk

CFP®, CPA, Partner

Philip Strunk is a native of Houston, TX. Philip earned his Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin’s McCombs School of Business. He earned his designation as Certified Public Accountant (CPA) in 2004 and CERTIFIED FINANCIAL PLANNER (TM) certification in 2010. Having started his career with Deloitte & Touche, LLP in 2005, Philip spent a year and a half in Deloitte’s Audit and Assurance Services group and provided a variety of financial services for a number of Fortune 500 companies. He decided in late 2006 that his talent and passion for investments were best suited for working with smaller groups and individuals. After obtaining the required securities registrations and insurance licenses, Philip became a financial advisor. The impact was plainly visible and more fulfilling. Philip serves as the Investment Director for MPACT.

John C. Farris

CAP®, CFS®, Partner

John C. Farris is a founding partner and has more than forty years in both public and private business serving in a variety of management and leadership capacities. John completed the Retirement Planning Specialist Program at the Wharton School of Business at the University of Pennsylvania earning the Retirement Planning Specialist designation. John and his family have a history of philanthropic giving through numerous non-profit organizations. John recently completed his designation as a Chartered Advisor in Philanthropy® (CAP®). He is also a member of The International Association of Advisors in Philanthropy. His primary goal is to help people give intelligently with love and thereby experience the true joy of helping others. John lives in Park Cities and has served on the Public Works Advisory Council, as finance director of the BSA West Park District, the BSA Troop 82 Executive Board, and as a BSA Assistant Scoutmaster for Troop 82, Dallas, Texas.