Nathan “Nate” Perez

Managing Director

Mr. Perez has a background in law, economics, business administration, and statistical analysis.  Since joining DTA, Mr. Perez has been involved in all aspects of the formation and implementation of hundreds of Mello-Roos Community Facilities Districts and Assessment Districts located throughout California and other states, with responsibilities related to the development of tax spread proforma analyses, the preparation of rate and method of apportionments, public reports, and the accompanying agreements and bond disclosures. Additionally, Mr. Perez is DTA’s Program Manager for the California Statewide Communities Development Authority – Statewide Community Infrastructure Program (“SCIP”), for which DTA acts as the Assessment Engineer and Administrator for new districts all over the State.  

Mr. Perez also has extensive expertise in the preparation, peer-review, and defense of development impact fee studies. This includes considerable work related to the preparation of facilities needs lists and the apportionment of infrastructure and services costs to a variety of land uses based on benefit criteria. He has also specialized in the apportionment of costs and the setting of service levels for the construction and maintenance of law enforcement and fire protection facilities, open space acquisition, parkland, transportation facilities, drainage facilities, government services facilities, community centers, and library facilities. Furthermore, he has also completed nearly 110 fiscal impact reports and 45 economic development analyses for a variety of residential, commercial, and mixed-use developments throughout California, New Mexico, Washington, and Texas. 

Finally, his experience as an attorney has allowed Mr. Perez to effectively and efficiently evaluate dozens of state and Federal legal, regulatory, and administrative frameworks related to public finance and infrastructure development. 

Prior to joining DTA, Mr. Perez worked for the Boston office of an international law firm, where he advised sponsors, managers, and investors on the tax aspects of fund formation and investment.  Mr. Perez is admitted to the bar in both Massachusetts and California.  Mr. Perez received his law degree from Harvard Law School, and his B.A. in Economics and History, with the highest distinction, from the University of North Carolina at Chapel Hill. 

Mr. Perez is an active member of the Urban Land Institute, where he regularly volunteers with UrbanPlan, the California Bar Association, and the Hispanic National Bar Association. 

Mr. Perez has attained his Series 50 licensing as a registered Municipal Advisor with the Securities and Exchange Commission and the Municipal Securities Rulemaking Board. 

Phone: 800-969-4DTA
99 Almaden Blvd, Suite 875
San Jose, CA 95113