Simon Shafiee
Los Angeles,CA
Summary
Results-driven Investment Associate/Sales Professional with a proven track record in investment advisory/sales and business development. Expertise in prospecting, conducting detailed financial analyses, and advising clients on investment strategies to enhance market positioning and cash flow. Holds a B.A. in History from Cal Poly San Luis Obispo. Proven ability to generate business from prospecting and business development, lead sale processes, and close investment opportunities from start to finish within the marketplace.
Overview
1
1
Language
3
3
years of professional experience
Work History
Investment Associate
Marcus & Millichap
09.2023 - Current
- Evaluated potential investment opportunities, identifying key risks and opportunities for growth.
- Conducted financial analyses to review my clients investment strategies and advised on how to increase market position and cash flow
- Awarded 2024 Marcus and Millichap Rookie of the Year after closing two Multifamily deals and one Net-Lease deal totaling $8,300,000 million in transaction volume in my first year
- Completed 30,000+ cold calls in order to reach prospective clients and real estate owners across the greater Los Angeles region to discuss investment strategies and benefits of working with team/firm
- Held 60+ in person/virtual Business Development meetings in order to generate new client relationships and potential business
- Managed and led several concurrent investment sales processes/escrows at once, representing several different clients and closing all deals in a timely manner
- Completed 60+ detailed and comprehensive property evaluations for clients looking to either diversify their portfolios, find new methods/strategies to decreasing expenses and increasing cash flow, and or looking at options related to Selling/ 1031 exchanging their current investments into new assets
- Closed 7 total investment deals totaling $15,000,000 in transaction volume in just under 3 years as an investment associate
- Conducted a multitude of Return on Equity and Return on Investment analyses to support investment strategies and identify market opportunities to help client's redeploy their equity into the marketplace to diversify investments
Education
Bachelor of Arts - History
California Polytechnic State University
San Luis Obispo, CA06-2023
Skills
- Business development
- Investment Advisory
- Prospecting
- Negotiation
Languages
Farsi
Native or Bilingual
Timeline
Investment Associate
Marcus & Millichap
09.2023 - Current
Bachelor of Arts - History
California Polytechnic State University