Results-driven Real Estate Exchange Advisor with proven skills in 1031 exchange strategies, private equity markets, and property due diligence. Adept at facilitating property transitions and providing tailored investment strategies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Real Estate Exchange Advisor
Real Estate Transition Solutions
Kirkland, WA
04.2024 - Current
Educated clients on 1031 exchange strategies, replacement property options, and Delaware Statutory Trust structure.
Facilitated property transitions by coordinating with investors, private equity sponsors, and qualified intermediaries.
Advised clients on real estate trends and tailored investment strategies based on individual goals.
Addressed customer inquiries on investment opportunities and portfolio management, providing tailored guidance to meet individual needs.
Developed an understanding of various complex investment vehicles such as private equity real estate funds, securitized TICs, DSTs, non-traded REITs, and QOZs.
Commercial Real Estate Analyst
Real Estate Transition Solutions
Kirland, WA
05.2022 - 04.2024
Analyzed commercial real estate market trends and property valuations to identify investment opportunities.
Conducted property due diligence and risk assessments for clients to ensure informed decisions.
Partnered with third-party data firms to compile detailed information on prospective real estate investments.
Created reports summarizing market insights to assist real estate investors in decision-making.
Delivered findings to senior management and investment advisors to enhance strategic design of real estate portfolios.
Owner
GRSI Properties LLC
Dallas, TX
03.2021 - 03.2024
Managed property portfolios, maximizing performance while ensuring high tenant satisfaction.
Oversaw property acquisitions and sales, enhancing portfolio value through strategic asset management.
Led lease negotiations, ensuring compliance with legal regulations and company policies.
Developed budgets and financial forecasts to support efficient property operations and maintenance.
Education
Master of Science - Recreation, Parks And Tourism Sciences
Texas A&M University
College Station, TX
Bachelor of Science - Recreation, Parks And Tourism Sciences
Texas A&M University
College Station, TX
Skills
1031 exchange strategies
Property due diligence
Investment analysis
Financial modeling
Risk assessment
Market research
Certification
Series 7, 22, 63, 65
Timeline
Real Estate Exchange Advisor
Real Estate Transition Solutions
04.2024 - Current
Commercial Real Estate Analyst
Real Estate Transition Solutions
05.2022 - 04.2024
Owner
GRSI Properties LLC
03.2021 - 03.2024
Master of Science - Recreation, Parks And Tourism Sciences
Texas A&M University
Bachelor of Science - Recreation, Parks And Tourism Sciences
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