Irwin M. Boris
Mahwah,NJ
Summary
REAL ESTATE INVESTMENT & ASSET MANAGEMENT A solutions-driven Real Estate Executive with over 25 years of proven excellence in real estate capital markets, analysis, credit review, and asset management. Utilizes strong analytical thinking and communication capabilities as well as the ability to prioritize tasks: investment capitalizations, asset management, due diligence, financial analysis, and manage underwriting processes. Adept at driving organizational growth through prudent investment selection & Asset Management and establishing precise internal controls.
Overview
17
17
years of professional experience
Work History
Head of Investments
Peykar Capital
06.2020 - Current
- Responsible for sourcing, underwriting & analysis of commercial real estate investments
- Work with development team on construction projects
- Financial Planning & Analysis
- Evaluate and make recommendations on investment opportunities and portfolio assets
- Oversee and manage due diligence
- Venture operating agreements, property purchase agreements, JV equity structures and financing.
Member of the Investment Committee / former Senior Vice President of Acquisitions
Heritage Capital Group
03.2018 - Current
- Started as part time consultant in 2010 acquiring over 4,000 units & 6MM SF of Commercial Assets
- Investing in Office, Industrial & Multifamily Real Estate
- Business Development for Deal Flow, Capital Raising & Investor Relations
- Address industry and credit risks; perform tenant & collateral analysis
- Oversee and manage all elements of due diligence process including the coordination, collection, and review analysis of due diligence information
- Review compliance with investor and venture operating agreements and guidelines, management vendor agreements, property purchase agreements, and loan documentation
- Review 3rd party reports, market analysis and research, and work with team to manage all elements of the closing process in accordance to guidelines.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Networked with customers, prospects and partners at conferences and trade shows.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Presented and discussed strategy and initiative progress with senior business leaders.
- Established performance goals for department and provided methods for reaching milestones.
Executive Committee Member
Fordham University, Real Estate Institute
09.2017 - 01.2021
- Member of the EAC
- Assist in the development of courses & curriculum for the Master’s in Real Estate Program
- Mentor Students, Promote graduate programs., CPA, Laventhol & Horwath
- Established clear and competitive goals, growth roadmaps, and strategic business plans.
- Developed strategy to combat increased competitive presence within territory.
- Formulated and executed strategic initiatives to improve product offerings.
- Represented organization at industry conferences and events.
Senior Investment Officer
3 Points Realty Partners
01.2016 - 02.2018
- Sourced & Analyzed potential acquisitions with go/no go authority
- Equity Raising & Investor Relations
- Responsible for underwriting/financial analyses, capital stack structure, equity raising, due diligence, and asset management
- 3 PRP seeks to create value through renovation, re-positioning, re-tenanting, and other property enhancements, or through ground-up development.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Monitored, managed and developed investment portfolios.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Assessed and reported on performance attribution on monthly and quarterly bases.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
Managing Director
Carlton Strategic Ventures
09.2014 - 01.2016
- Analyzed potential office, multifamily, industrial and retail investments
- Closely monitor all elements of financial performance; analyze financial statements and make necessary operating adjustments
- Manage the execution of the asset’s investment strategy by working alongside various company functions, the Principals and third-party vendors
- Conduct frequent site inspections and monitor competition and market conditions; develop, recommend, and implement value-add action plans; supervise the planning, budgeting and control of capital expenditures
- Assess financial strength of portfolio assets and value-add strategies through sale recommendations, refinancing strategies, or other re-capitalizations; coordinate asset dispositions and execute refinances within the portfolio.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Interacted well with customers to build connections and nurture relationships.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Senior Vice President
Enterprise Community Investment
12.2010 - 09.2014
- Oversee and manage Business development, origination, underwriting and structuring of market-rate and Low-Income Housing Tax Credit debt/equity housing financing in support of transactions for commercial multifamily properties, leveraging expertise in the regulatory requirements of FNMA, FHLMC, and FHA.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Networked with customers, prospects and partners at conferences and trade shows.
- Identified opportunities to improve business process flows and productivity.
- Presented and discussed strategy and initiative progress with senior business leaders.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
Senior Vice President
GoldOller Real Estate Investments
06.2008 - 12.2010
- Oversee and manage all elements of due diligence in the acquisitions process including the coordination, collection and analysis of due diligence information
- Oversee compliance with property purchase agreements, and loan documentation
- Manage the execution of the asset’s investment strategy by working alongside various company functions, the Principals and third-party vendors
- Drove corporate revenue by creating strategies that fit perfectly with company's vision and mission.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Networked with customers, prospects and partners at conferences and trade shows.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Identified opportunities to improve business process flows and productivity.
- Presented and discussed strategy and initiative progress with senior business leaders.
Education
Master of Science Degree - Real Estate Development and Investment
NEW YORK UNIVERSITY / THE REAL ESTATE INSTITUTE
Bachelor of Science Degree - Accounting Licensed
LONG ISLAND UNIVERSITY CW POST SCHOOL OF PROFESSIONAL ACCOUNTANCY
Skills
- Equity Capitalization & Investor Relations Strategic Planning Real Estate Finance Financial Planning
- Analysis Business Development Staff Training Financial Reporting Due Diligence
- Budgeting & Forecasting Training and Development Real Asset Transactions
- Tax Reporting Commercial Real Estate Underwriting Contract and JV Negotiations
- Team Contribution
- Clinical Support
- Return and Exchange Processing
- New Hire Training
- P&L Responsibility
- Team Leadership
- Multi-Tasking Skill
Timeline
Head of Investments
Peykar Capital
06.2020 - Current
Member of the Investment Committee / former Senior Vice President of Acquisitions
Heritage Capital Group
03.2018 - Current
Executive Committee Member
Fordham University, Real Estate Institute
09.2017 - 01.2021
Senior Investment Officer
3 Points Realty Partners
01.2016 - 02.2018
Managing Director
Carlton Strategic Ventures
09.2014 - 01.2016
Senior Vice President
Enterprise Community Investment
12.2010 - 09.2014
Senior Vice President
GoldOller Real Estate Investments
06.2008 - 12.2010
Master of Science Degree - Real Estate Development and Investment
NEW YORK UNIVERSITY / THE REAL ESTATE INSTITUTE
Bachelor of Science Degree - Accounting Licensed
LONG ISLAND UNIVERSITY CW POST SCHOOL OF PROFESSIONAL ACCOUNTANCY
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