Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Zachary Kocurek

Fall City,WA

Summary

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

Texas A&M University
Zachary Kocurek