Aaron Jackson
Oakley,CA
Summary
Analytical and methodical real estate professional with hands-on experience underwriting residential and land investment opportunities, performing market and regulatory diligence, and supporting acquisition and disposition decisions. Strong background in valuation, scenario analysis, Excel-based modeling, and managing deal pipelines from sourcing through closing. Experienced in working cross-functionally with agents, title companies, insurance providers, and municipal departments to evaluate buildability, risk, and feasibility.
Overview
4
4
years of professional experience
Work History
Acquisitions & Underwriting Analyst (Self-Employed)
Jackson Family Land
Concord, CA
07.2024 - 12.2025
- Underwrote on- and off-market residential and land acquisition opportunities using comparable sales, market data, and risk-adjusted assumptions.
- Screened and executed in-depth analysis on 200+ real estate parcels across multiple counties to identify viable acquisition targets.
- Evaluated 500+ opportunities monthly against defined acquisition criteria using market-level and asset-level datasets.
- Built and maintained Excel and Google Sheets underwriting models to evaluate market value, target acquisition pricing, and exit scenarios, in order to interpret data for data-driven decisions.
- Secured five purchase agreements representing over $150,000 in contracted land value.
- Negotiated pricing and terms on over 100 properties to align seller objectives with investment return targets.
- Engaged with over 1,000 property owners through direct outreach, including more than 50 in-depth, one-on-one seller conversations.
- Designed data-driven outbound campaigns, sending 3,000+ mailers with calculated offer pricing, and 25,000+ hyper-targeted SMS messages using Smarter Contact, Launch Control, and Rocket Print, while split testing value propositions for optimized results.
- Prepared written investment memos and deal summaries outlining valuation ranges, risks, timelines, and recommended strategies.
- Maintained comp libraries, market dashboards, and acquisition KPIs to support consistent underwriting decisions.
- Leveraged interpersonal skills toward relationship building and coordination with real estate agents, title companies, insurance providers, and local planning departments to validate assumptions and support closings.
- Demonstrated autonomous efficiency and entrepreneurial spirit.
Sales Development & Process Analyst
Safe and Sound Security
Walnut Creek, CA
07.2023 - 06.2024
- Managed high-volume pipeline of client files in Salesforce, tracking all stages, documentation, and project details with high data accuracy and utmost attention to detail.
- Analyzed internal workflows, identified bottlenecks, and designed optimized processes that reduced my daily task time from a full 8 hour day to under 1 hour, in order to make extra time for advancement in the company.
- Developed a data-driven communication workflow that re-engaged AE's unresponsive accounts and generated a 40% response rate, reintegrating nearly $500,000 into the pipeline.
- Served as primary point of contact for inbound inquiries, coordinating smooth handoff to Account Executives and supporting deal progression.
- Conducted live discovery calls with over 1,700 unique leads, made 4,027 calls to 2,400 unique leads, sent 1,817 manual outbound emails to 948 unique leads, and generated approximately $2.5M in pipeline for Account Executives.
Financial Services Operations & Marketing (Contracted)
Agent X Connect
Concord, CA
07.2021 - 07.2023
- Built and executed client management systems for financial services agencies.
- Administered weekly KPI-focused client meetings, and prepared detail-oriented performance summaries and presentations.
Education
Bachelor of Arts - Business Marketing Management
Biola University - Crowell School of Business
La Mirada, CA05-2021
Skills
- Real Estate Underwriting & Investment Analysis
- Comparable Sales (CMA) & Valuation
- Land & Infill Feasibility Analysis
- Scenario & Sensitivity Analysis
- Excel & Google Sheets Financial Analysis & Modeling
- Market Analysis & Regulatory Research (Zoning, Fire, Insurance, Easements, Permits)
- Acquisition Pipeline & CRM Management
- Deal Summaries & Investment Memos
- Data Management & Quality Control
- Team Leadership, Strategy, and Development
- Interpersonal, Group, Verbal and Written Communication Skills
- Investment Strategies (Double Close, Wholesale, Sub-divide, etc)
Timeline
Acquisitions & Underwriting Analyst (Self-Employed)
Jackson Family Land
07.2024 - 12.2025
Sales Development & Process Analyst
Safe and Sound Security
07.2023 - 06.2024
Financial Services Operations & Marketing (Contracted)
Agent X Connect
07.2021 - 07.2023
Bachelor of Arts - Business Marketing Management
Biola University - Crowell School of Business