Samuel Lefkowitz
New York,New York
Summary
Experienced commercial real estate asset manager with lending experience. Effectively negotiated with customers, bankers, and legal counsel on loan documentation. Successfully monitored risk exposure and ensured quality, integrity, and soundness of all financial analysis, underwriting, and credit approval processes. Worked with other asset managers to deliver maximum ROI to investors and principals.
Overview
12
12
years of professional experience
Work History
Asset Manager
Basis Investment Group
11.2021 - Current
- Managed a rapidly growing portfolio of balance sheet debt assets (b-notes, mezzanine and bridge loans, preferred equity and b-piece investments)
- Assets are secured by all property types (including multi-family, condo, office, retail, industrial, manufactured housing, hotel, self-storage, independent living facilities and land) with loan sizes ranging from $2.5 million to $120 million
- Assisted in all aspects of the commercial mortgage securitization process, involving exposure to hundreds of commercial real estate financing's secured by all property types in diverse U.S Markets
- Led the effort in creating an ESG tracking tool to get real time ESG metrics form borrowers
- Personally responsible for the analysis and oversight of over $280 million worth of bridge/ mezzanine loans, preferred equity, and CMBS-B Piece Investments
- Also oversaw $150 million in Freddie Mac SBL loans and made sure they are in compliance
- Help the company stay in Freddie/Fannie Mac compliance and worked on overseeing audits.
- Manged Multifamily/ Student Housing REO assets to insure completion of business plans and set up for eventual disposition
- Worked with borrowers on managing their budgets for Capex improvements and renovations at their properties
- Helped on creating quarterly and annual investor reports that show fund level performance metrics
- Synthesized of large amounts of information and direct participation in the sale of CRE loan portfolios
Development & Acquisitions Analyst/Assistant Asset Manager
Realty Three LLC
10.2017 - 11.2021
- Executed underwriting for the acquisition and development of office, multifamily, hotel, and industrial properties
- Prospected and solicited new development deals, utilized excel to model deal scenarios for a variety of asset classes
- Underwrote bridge and construction loans for external real estate projects
- Personally oversaw the direct asset management of a 158-unit multifamily apartment complex
- Worked with senior asset managers to make sure property was running at peak investment performance
- Oversaw the performance of 4,000 multifamily units and over 5-million SF of commercial spaces
- Actively searched and solicited new development sites or deals
- Helped oversee the asset and property management of over two million square feet of office, retail, industrial and multi-family properties
- Assist in annual budget process, making spreading budgets, projecting asset growth trajectory and organizing annual meetings
- Supported management in acquisition and disposition due diligence
- Day-to-day portfolio management and communication with third-party managers
- Assisted in transition of new acquisition properties to Asset Management
Brokerage Associate
Adams and Co. Realty
09.2016 - 10.2017
- Collaborated with senior leadership to oversee daily operations of the commercial real estate business
- Explored and investigated buildings to source potential clients, provided tours to potential clients, tracked leads in a database, and generated new leasing opportunities
- Coordinated ongoing management of 32 different buildings in Manhattan, totaling more than 3 million square feet of office and retail space
- Initiated 100+ daily cold calls to potential tenants, tracking leads and documenting progress
Team Leader
CAMCO Services NY
01.2012 - 01.2016
- Accountable for the maintenance and curb appeal of 15 shopping centers and more than a dozen additional commercial properties across Long Island
- Liaised between tenants and property management, resolved issues between tenants and landlords
- Kept a weekly maintenance log to track property conditions
- Supervised and developed high-performing teams.
Education
Master of Science - Real Estate
New York University Schack Institute of Real Estate
New York, NY2018
Bachelor of Arts - History
Syracuse University
Syracuse, New York2016
Skills
- Property Management
- Real Estate Purchase Underwriting: Skilled at sourcing and underwriting deals, financial Modeling, and underwriting
- Real Estate Analysis: Debt Structure/Sizing (LTV, Debt Yield, DSCR), Cash Flow Analysis
- Unlevered/Levered IRR, NPV, and Pro Forma Modeling
- Argus Certified
Accomplishments
- Certifications: Proficient in Microsoft Office, Bloomberg Terminal and Argus Enterprise
Timeline
Asset Manager
Basis Investment Group
11.2021 - Current
Development & Acquisitions Analyst/Assistant Asset Manager
Realty Three LLC
10.2017 - 11.2021
Brokerage Associate
Adams and Co. Realty
09.2016 - 10.2017
Team Leader
CAMCO Services NY
01.2012 - 01.2016
Master of Science - Real Estate
New York University Schack Institute of Real Estate
Bachelor of Arts - History
Syracuse University
Similar Profiles
Kaneez RizviKaneez Rizvi
Underwriting Analyst at Basis Investment GroupUnderwriting Analyst at Basis Investment Group
Jillian WilliamsJillian Williams
Academic Advisor/ Teaching/Intervention Specialist at Basis Educational GroupAcademic Advisor/ Teaching/Intervention Specialist at Basis Educational Group
Shelby YoungShelby Young
5th Grade English and Language Arts Teacher at BASIS Schools, Inc., (BASIS Oro Valley Primary)5th Grade English and Language Arts Teacher at BASIS Schools, Inc., (BASIS Oro Valley Primary)
Preeti KattubadiPreeti Kattubadi
Hedge Fund Co-Founder at Preeti Capital LLCHedge Fund Co-Founder at Preeti Capital LLC
Alexa BermudezAlexa Bermudez
SYEP Employee at DylanSYEP Employee at Dylan