Ten years of experience in real estate finance, development, operations, and capital markets. Has had success in building and maintaining professional relationships with private equity and debt providers through sales and professionalism. Possess the ability to deliver results through organization, multi-tasking, due diligence, and collaboration. Expertise in commercial real estate project analysis, asset management, cash flow modeling, loan document review, joint venture document review, excel modeling, and operating budgets. Has participated in more then $1B of asset management and closing for commercial real estate.
· Lead investments manager in the debt and equity closings for five multifamily transactions totaling $830M. For each deal, analyzed cash flows and financial returns, created business plan, raised debt and equity, and asset managed transaction post closing.
· Participated in the strategic analysis and due diligence for potential acquisition targets, underwriting more then $5B of real estate, resulting in successful closing of more than $2B of closings since 2022.
· Managed relationships with external partners including Joint Venture partners, investment sale and debt brokers, and private capital.
· Involved in JV recapitalization and equity raise for $400M. Created pitch book and business plan for potential investors.
· Developed and implemented investment strategies to optimize portfolio performance and achieve long-term growth objectives, including creation of a new underwriting model, implementation of RedIq and third party market research, and creation of a improved capital program.
· Collaborated with operations, construction, and legal to prepare and execute business plans, budgets, and asset manage a $5B portfolio across the nation.
• Oversaw due diligence and closing of 8 projects for $247M in multifamily development.
• Oversaw approximately $5MM in multifamily capital improvements post acquisition including but not limited to assessing properties, gathering third party reports, and presenting CapEx budget to equity investors and lenders.
• Oversaw financing, due diligence, and asset management of two multifamily acquisition closings worth $115M.
• Provided monthly draw reporting and change order memos to equity partners.
• Underwrote new development and acquisitions by managing Excel pro formas.
• Created deal memos for new deals, updates, and closings.
• Updated and analyzed monthly construction project reforecasts.
• Created and maintained all development budgets, sales analysis, and profitability analysis.
• Managed relationships with equity and debt brokers.