Andrew Ortiz
Mount Pleasant,SC
Summary
Results-driven professional with extensive experience in commercial real estate acquisitions, refinances, and development transactions. Demonstrated expertise in structuring and closing complex deals across industrial, retail, multifamily, and IOS (Industrial Outdoor Storage) asset classes. Proven ability to collaborate with clients and lenders to secure favorable terms, ensuring the success of high-value projects. Seeking to leverage my expertise in a dynamic and growth-focused organization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Analyst
Medalist Capital
11.2023 - Current
- Assisted in closing 13 real estate transactions totaling over $136 million by negotiating with lenders to secure competitive financing options for acquisitions, refinances, and construction projects.
- Coordinated deals across diverse asset classes, including industrial, retail, multifamily, and office.
- Built and maintained strong relationships with clients, brokers, and lenders to foster long-term partnerships.
- Developed a deep understanding of market trends and tenant requirements, by analyzing rental rates, operational needs, and property performance to provide informed recommendations.
- Conducted detailed financial analyses, including cash flow modeling, rent roll assessments, and market comparables, to support our clients investment decisions.
Investment Sales Advisor
Sands Investment Group
10.2021 - Current
- Successfully closed over $500,000 in gross commission sales of NNN retail assets
- Conducted comprehensive financial analysis, including financial modeling, to underwrite deals totaling over $50,000,000 for prospective clients
- Assisted clients in property acquisitions, providing in-depth market analysis, negotiated leases, and provided broker opinions of value
- Prepared and reviewed numerous LOIs, leases, and purchase contracts with meticulous attention to detail
Financial Advisor
UBS Financial
12.2018 - 10.2021
- Utilized Series 65 license to conduct comprehensive financial reviews, ensuring alignment of clients portfolios with their financial goals
- Maintained and deepened both new and existing client relationships, consolidating over $10,000,000 in outside assets
- Provided tailored financial guidance to clients, optimizing their investment strategies
Capital Markets Intern
Columbus Nova
06.2015 - 08.2015
- Utilized Excel to create a nationwide student housing database for a $300 million investment initiative
- Database information included University size, acceptance rate, and percentage of students living off campus
- Assisted in the screening process for numerous middle market sale-leaseback investment opportunities
- Researched company backgrounds, primary products, financial information, market analysis, and competitor information
- Developed PowerPoint presentations for Investment Committee discussions and created ad copy and keyword research that has generated a 10% increase in company conversion rates
- Participated in meetings and gained familiarity with the terminology of advisory, sale-leaseback, and Mergers & Acquisition transactions
Education
Bachelor of Science - Finance
University of South Carolina - Darla Moore School
Columbia, SC05.2017
Skills
- Microsoft Office (Excel, Word, PowerPoint)
- Leasing Transactions & Negotiations
- Client & Tenant Relationship Management
- Market Research & Competitive Analysis
- Financial Modeling & Valuation
- Strategic Planning & Problem Solving
- Real Estate Acquisitions and Refinancing
- Debt Financing Structuring
- Transaction Coordination
- Industrial and Retail Asset Expertise
Certification
- NC Real Estate License
- Series 7 License
- Series 63 License
- Series 65 License
Timeline
Senior Analyst
Medalist Capital
11.2023 - Current
Investment Sales Advisor
Sands Investment Group
10.2021 - Current
Financial Advisor
UBS Financial
12.2018 - 10.2021
Capital Markets Intern
Columbus Nova
06.2015 - 08.2015
- NC Real Estate License
- Series 7 License
- Series 63 License
- Series 65 License
Bachelor of Science - Finance
University of South Carolina - Darla Moore School
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