Jaxon Drake
Pasadena,CA
Overview
8
8
years of professional experience
Work History
Real Estate Analyst & Associate
Base Equities
Beverly Hills, CA
06.2022 - Current
- Engage in property-level and fund-level underwriting, managing a portfolio of small balance preferred equity transactions totaling $150 million in AUM
- Personally bookmarked and evaluated 913 individual requests within the range of one to seven million dollars
- Conducted comprehensive market and project-level analysis for potential investments, presenting qualified requests to superiors
- Solely responsible for collecting and reviewing property and sponsor due diligence, involving counsel when required for survey analysis, loan documentation, borrower organization, lease, and title insurance
- Managed thorough analysis of lender-ordered third-party reports, operating statements, insurance quotes, utility bills, service contracts, sponsor financial statements, and real estate owned
- Produced detailed investment memoranda for institutional investors, encompassing property and investment summaries, capital structure analysis, senior debt analysis, market reports, due diligence summary, tax analysis, and risk mitigation report
- Assumed responsibility for asset management of fund investments and syndicated deals, ensuring monthly billing accuracy, accounts payable timeliness, and analyzation of property-level reporting (income statement, rent roll, trial balance, balance sheet, bank statement, and accounts receivable)
- Developed and implemented a fund and investment tracker, enabling accurate tracking of investment payments, distribution calculations, management fees, preferred return hurdles, and cash flow splits
- Demonstrated comprehensive skills in handling syndicated investments outside the fund mandate, showcasing adaptability and versatility.
Acquisitions Intern
CALCAP Advisors
Los Angeles, CA
05.2020 - 07.2021
- Engaged in the underwriting process for hundreds of multifamily real estate properties
- Utilized Yardi-Matrix, Broker Offering Memorandums, T-12 Financials, Rent Rolls, and various sources of information to effectively model any given property
- Conversed with a variety of brokers from companies such as: CBRE, JLL, Marcus & Millichap, Northmarq, and Cushman & Wakefield throughout the Southwestern United States.
Course Starter
Brookside Golf Club
Pasadena, CA
05.2019 - 08.2021
- Managed the opening and closing of the course
- Successfully coordinated start times, customer flow, and golf cart traffic on a popular and heavily congested public golf course.
Operator
Digital Vendor
Remote
03.2016 - 03.2018
- Maximized product intake in online retail purchase using a BOT and stored organized and detailed records of sales data in a personal spreadsheet that monitored profit.
Education
Bachelor’s Degree - Economics
University of Wisconsin-Madison
05.2022
Loyola High School of Los Angeles
05.2018
Skills
- Microsoft Excel
- PowerPoint
- Word
Accomplishments
- Volleyball Magazine, 1st Team All American, 2018
- Voted to the elite team for Men’s High School Volleyball and recognized as one of the top 12 players in the USA
- Loyola High School Volleyball Team, 2017 - 2018
- All CIF (California Interscholastic Federation) Team and Mission League MVP
- Gold Medal Recipient of SCVA (Southern California Volleyball Association) National Team
- Richard Mesquita Martial Arts, 1st Degree Black Belt, 2006 - 2016, Achieved Black Belt status in Kenpo/MMA
References
- Ed Aloe, Founder, President & CEO – CALCAP, (626) 319-4709
- John Pappalardo, VP of Fund Asset Management – CALCAP, (626) 664-5984
- Phil Baker, Founding Partner – Baker, Keener, and Nahra, LLP Trial Attorneys, (310) 567-2161
- Mark Mozilo, Principal/Co-Founder – CALCAP, (626) 696-9095
Extracurricular Activities
Real Estate Club, Member, 2020, Present Delta Upsilon, Rush Chair, 2019, Present National Champion D1 Volleyball, Stat Leader and MVP, 2017, 2018
Hobbies and Interests
- Golf
- Traveling
- Music
Timeline
Real Estate Analyst & Associate
Base Equities
06.2022 - Current
Acquisitions Intern
CALCAP Advisors
05.2020 - 07.2021
Course Starter
Brookside Golf Club
05.2019 - 08.2021
Operator
Digital Vendor
03.2016 - 03.2018
Bachelor’s Degree - Economics
University of Wisconsin-Madison
Loyola High School of Los Angeles