WHERE EXPERIENCE
MEETS INNOVATION

IDR Investment Management LLC, a registered investment advisor, is a subsidiary of USAA Real Estate, one of the industry’s premier real estate investment firms. As an investment management firm, IDR is focused on private real estate strategies and currently has over $3.4 billion in assets under management.

Gary Zdolshek

Chief Executive Officer

GarreTt Zdolshek

Portfolio Manager

Brian Thomas

Director of Analytics

David Hofmann

Investment Management

Tom Bartos

Chief Financial Officer

Angela Cooper

Controller

Trevor Ashmun

Analyst

Gio Tramonto

Analyst

Rachel McGuire

Senior Accountant

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a new class of real estate?

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Insights and Research

Why Private Real Estate?

Mar 15, 2022
When investing in real estate, a critical element to consider is to know what you own and own what you need. Further, private real estate investing is not as simple as just buying private real estate assets, and is much more nuanced than traditional investments like...

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Thief in the Night? What the Great Inflation Can Teach us Today

Feb 16, 2022
Supply chain shortages. Escalating costs for energy, gasoline, and food. Rising interest rates. Political turmoil. Pressure on the Fed. No end in sight. If this sounds familiar, it should. We are living our version of this scenario today. You may find it interesting...

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The Four Quadrants of Real Estate Investing

Feb 2, 2022
Registered investment advisors are consistently challenged with designing client portfolios that deliver sufficient returns while minimizing risk. This often requires finding alternative investment opportunities that will perform well under the different market...

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A New Class of Real Estate

3 Summit Park Drive Independence, OH 44131 | (216) 264-8185

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Rachael McGuire

Senior Accountant

Rachel has over 5 years of experience and previously worked for CBIZ performing comprehensive financial audits, reviews, and compilations on private companies to assure financial statements are fairly presented in alignment with GAAP. In her role at IDR, she assists the firms CFO and Controller with daily accounting, tax and treasury functions. BS, University of Mount Union

David Hofmann

Investment Management

Mr. Hofmann’s 14 years of experience help him provide performance measurement reporting, manager due diligence, and research support in addition to serving as IDR’s Chief Information Security Officer. Prior to joining IDR, he founded and served as president of Golden Flash Asset Management, a student managed investment fund at Kent State University. Mr. Hofmann was a Non-Commissioned Officer and a combat veteran who served 10 years in the U.S. Army. He holds a B.B.A in Finance and Accounting with honors, Magna Cum Laude, from Kent State University and is currently a CFA candidate.

Garrett Zdolshek

Portfolio Manager

Mr. Zdolshek has over 20 years of experience in real estate consulting, investment banking and private equity real estate fund investments. Before joining IDR as Portfolio Manager, Mr. Zdolshek served as Managing Director for Courtland Partners, Ltd., one of the largest real estate consulting companies in the United States. Mr. Zdolshek has spoken at a number of real estate seminars and is a member of PREA and former Advisory Board Member of IREI. He holds a B.A. in Business Administration from Baldwin Wallace University.

Brian Thomas

Director of Analytics

Mr. Thomas has 14 years of experience in the private equity real estate industry. Since joining the firm shortly after its formation, he has led marketing and client service efforts with a focus on business development. His duties involve research, data analytics, and performance measurement. Mr. Thomas also currently sits on the NCREIF Analytics Advisors Task Force and has co-authored articles that appeared in NCREIF research periodicals. In his spare time, he volunteers in a mentoring program that seeks to positively impact undergraduate business students. Mr. Thomas holds a B.S. in Business Administration with a concentration in Finance from the Fisher College of Business at The Ohio State University.

Gio Tramonto

Analyst

Mr. Tramonto is responsible for client servings, data analytics, research and performance measurement. Prior to joining IDR, he interned at Charles Schwab’s equity ratings department, Merrill Lynch’s High Net Worth Wealth Management department, and a Chicago family office focused on private equity real estate. Mr. Tramonto currently tutors underprivileged high school students in mathematics. He holds a B.A. in Mathematics and Economics from The College of Wooster and is currently a CFA candidate.

Trevor Ashmun

Analyst

Mr. Ashmun is responsible for client servicing, data analytics, research, and performance measurement. Prior to joining IDR, he interned at CHA Partners, a private equity real estate firm specializing in medical office development. Mr. Ashmun holds a B.S. in Economics from The University of Maryland at College Park.

Angela Cooper

Controller

Ms. Cooper performs finance, accounting, tax, and treasury services, as well as control and oversight functions for IDR. She has 10 years of experience in public accounting at CBIZ MHM, LLC, working with clients of various sizes in a variety of industries. In addition, she also has industry accounting experience working as a Tax and Treasury Accounting Manager. Ms. Cooper holds a Masters of Taxation from the University of Akron, B.B.A. in Accounting and Finance from Kent State University, and is a CPA.

Tom Bartos

Chief Financial Officer

Mr. Bartos has more than 44 years of experience in accounting, auditing, and compliance. He has served as Chief Financial Officer and Chief Compliance Officer of IDR Investment Management, LLC since 2017. Prior to that, he was Manager of Internal Audit at the Salt River Pima Maricopa Indian Community in Scottsdale, Arizona, having started there in 2012. Mr. Bartos is a member of the American Institute of Certified Public Accountants. He received his undergraduate degree in Business from Bowling Green State University and a Master of Business Administration from the University of Notre Dame.

Gary A. Zdolshek

Chief Executive Officer

Mr. Zdolshek has more than 45 years of experience as a real estate adviser, investment banker and principal investor. Before founding Investors Diversified Realty, LLC in 2006, he was a principal investor and adviser to several real estate transactions totaling more than $500 million in equity. Mr. Zdolshek received his undergraduate degree in Finance from the University of Cincinnati.