Zach Halpern is a Managing Director and Head of Portfolio Management and Capital Markets in the Real Estate Investment Strategies (REIS) group at ORIX USA. Mr. Halpern has been with ORIX USA’s subsidiary, Lument, since 2022, prior to the team’s transition to ORIX USA in 2025, and is based in New York.
Prior to joining Lument, he was the Chief Investment Officer and Head of Capital Markets at Dwight Securities Management, creating and managing several funds across CRE bridge loans and CMBS investments. Mr. Halpern also held positions in portfolio management at Lord Abbett, RBC, and Cello Capital, investing and managing portfolios of CMBS, Agency CMBS, CMBX, ABS, UK RMBS, and Agency MBS derivatives.
Mr. Halpern earned his BS in economics from Cornell University. He is a Chartered Financial Analyst (CFA).
