Daniel Koch
Haworth,NJ
Summary
Dynamic leader with extensive experience at Berkadia, specializing in affordable housing financing and capital markets. Proven track record in underwriting over $1 billion in multi-family debt transactions, leveraging strong analytical skills and strategic planning to enhance team performance and drive operational efficiency. Expert in relationship management and financial analysis.
Overview
13
13
years of professional experience
Work History
Director- Affordable Housing Division/ HUD
Berkadia
06.2018 - Current
- Executed affordable housing financing by managing scope, design, budget, and syndication of LIHTC credits, ensuring successful loan capital improvements.
- Underwrite affordable housing deals using LIHTC and other tax-exempt financing instruments
- Underwrite excess of 1 billion dollars of multi-family debt transactions throughout the United States.
- Syndicated equity for Opportunity Zone deals across the United States, securing investments ranging from 10 to 400 million dollars.
- Source debt for clients using Capital Markets such as Lifeco, Agency, CMBS, Construction Financing.
- Led strategic initiatives to enhance team performance and operational efficiency.
- Developed and implemented policies to ensure compliance with industry standards.
- Cultivated relationships with key stakeholders to align efforts with organizational goals and enhance collaboration.
Owner
IKP Capital
Haworth, New Jersey
01.2023 - Current
- Underwrite excess of 100MM dollars of multi-family debt transactions throughout the Connecticut Area
- Conduct thorough due diligence on financial transactions to ensure compliance and accuracy.
- Analyze data, adhering to strict timelines, to assess credit worthiness and asset quality
- Interpret appraisals, environmental reports, and engineering reports and make recommendations and adjustments
- Developed offer memorandum, raised capital, and engaged with investors to secure funding
- Designed marketing materials and pitch books to showcase firm's investment opportunities
- Managed portfolio allocations to optimize returns across diverse asset classes.
- Collaborated with financial analysts to enhance investment decision-making processes.
- Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
- Oversaw project execution, phase progress, workmanship, and team performance to drive on-time completion of deliverables.
Analyst
Altitude Realty Group
Nyack, NY
07.2017 - 01.2018
- Forecasted yield on cost, segmented cash flows, pro forma adjustments, and net effective rents for 10 clients to optimize real estate investments
- Consulted high net worth individuals, REITs and Pension Funds in real estate acquisitions/dispositions, debt/equity placement, and asset management
- Identified and implemented value-add opportunities, enhancing asset performance through rent increases, signage improvements, and strategic repositioning
- Created investment waterfall distribution models for joint venture partnerships, facilitating accurate financial projections and distribution planning
- Built DCF models for shopping centers/office buildings with market values of $7-$55 million dollars throughout the Northeast
- Drafted multiples lease summaries for retail/office properties
Analyst
DL Investment Group
New York, NY
05.2017 - 01.2018
- Worked with potential investors in raising equity and debt for $40-$80 million dollars
- Conducted data analysis using advanced software tools to generate accurate forecasts supporting business decisions.
- Analyzed market trends to support strategic decision-making processes.
- Developed reports to communicate insights and recommendations effectively.
- Created market analysis reports, including but not limited to vacancy absorption and comparable rent and sales
- Prepared comprehensive business plans incorporating budget, leasing, capital, and valuation assumptions, alongside current real estate market summaries to guide strategic initiatives.
- Developed and presented offering memorandums for five projects in Sunset Park to attract investor interest.
- Implemented strategies for automating organizational processes.
Stock Loan Trader
Knight Capital
New York, NY
07.2013 - 07.2017
- Managed daily book, increasing profit by at least 2% and strengthening customer relationships with firms and banks
- Developed models and forecasted revenue for supply and demand side lending, balancing equity book and addressing trading demands
- Cultivated models to finance excess equity through non-purpose collateral lending program, reducing firm’s unencumbered by 50-100 million and enhancing debt-to-equity ratio
Education
Master of Science - Real Estate
New York University – Schack Institute of Real Estate
New York, NY05.2018
Bachelor of Science - Business Administration
Boston University School of Management
Boston, MA05.2013
Skills
- Debt underwriting
- Capital markets
- Financial strategy
- Risk assessment
- Financial analytics
- Market analysis
- Financial reporting
- Excel (Real Estate Financial Models)
- CoStar
- LoopNet
- Bloomberg
- Salesforce
- Team leadership
- Team oversight
- Strategic development
- Business planning
- Industry knowledge
- Analytical skills
- Problem resolution
- Team oversight
- Client relationship
- Client relations
- Client relations
Memberships
- AIPAC, 2015-2025
- ICSC, 2015-2024
- Mortgage Bankers Association, 2018-Present
Hobbies and Interests
- Golf
- Tennis
- Public speaking
- Investing
- Real Estate Investing
Licenses
Real Estate Salesperson
Timeline
Owner
IKP Capital
01.2023 - Current
Director- Affordable Housing Division/ HUD
Berkadia
06.2018 - Current
Analyst
Altitude Realty Group
07.2017 - 01.2018
Analyst
DL Investment Group
05.2017 - 01.2018
Stock Loan Trader
Knight Capital
07.2013 - 07.2017
Master of Science - Real Estate
New York University – Schack Institute of Real Estate
Bachelor of Science - Business Administration
Boston University School of Management