Phil Jones
Walnut Creek,CA
Summary
Director of Acquisitions with over 22 years of experience in real estate acquisitions, strategic portfolio management, and financial modeling. Proven expertise in identifying value-add opportunities, negotiating complex deals, and driving multimillion-dollar transactions. Skilled in due diligence, market analysis, and building portfolios with a thoughtful eye to maximize ROI. Seasoned Director of Acquisitions with a solid background in identifying and securing high-value investment opportunities. Strengths include strategic planning, financial analysis, and negotiation skills; adept at building strong relationships with stakeholders to facilitate deal-making. Instrumental in driving business growth through the acquisition of profitable assets.
Overview
29
29
years of professional experience
Work History
Director of Acquisitions
Pegasus Group
Walnut Creek, USA
01.2002 - 01.2025
- Spearheaded acquisition of $300+ million in commercial properties, primarily focused on self storage, but also included office, industrial, retail and hotel.
- Conducted comprehensive market research and financial modeling to identify high-yield investment opportunities.
- Negotiated purchase contracts and financing terms.
- Led due diligence processes, coordinating with legal, financial, and third-party consultants to ensure compliance and risk mitigation.
- Developed long-term acquisition strategies aligned with corporate objectives.
Senior Sales Associate
CBRE
Pleasanton, USA
01.2001 - 01.2002
- Managed end-to-end acquisition processes for [$X] million in real estate assets, including site selection, underwriting, and closing.
- Built and maintained relationships with brokers, developers, and financial institutions, expanding deal pipeline by [X]%.
- Prepared investment memoranda and presented to executive boards, securing approval for [X] high-value projects.
- Implemented cost-saving strategies, reducing operational expenses by [X]% through vendor negotiations and process improvements.
Sales Associate
Cushman & Wakefield
Boston, USA
01.1996 - 01.2001
- Conducted financial modeling and sensitivity analysis for [$X] million in potential acquisitions, identifying [X] profitable deals.
- Performed market research and competitor analysis to support strategic site selections, contributing to [X]% increase in portfolio value.
- Assisted in due diligence, reviewing leases, financial statements, and environmental reports to ensure transaction viability.
Education
Bachelor of Arts - Communications
Westmont College
Santa Barbara, CA01.1994
Skills
- Commercial Real Estate Acquisitions
- Financial Modeling & Underwriting
- Due Diligence & Contract Negotiation
- Market Research & Trend Analysis
- Relationship Building & Stakeholder Management
- Proficiency in Excel
- Proficiency in MS Office
- Familiarity with Argus
- Strategic Planning & Risk Assessment
References
References available upon request.
Timeline
Director of Acquisitions
Pegasus Group
01.2002 - 01.2025
Senior Sales Associate
CBRE
01.2001 - 01.2002
Sales Associate
Cushman & Wakefield
01.1996 - 01.2001
Bachelor of Arts - Communications
Westmont College
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