Skills and Specific Experience

Past Responsibilities

  • Underwriting Potential Opportunities

  • Market Analysis and Market Selection

  • Owner Outreach and Deal Sourcing

  • Investment Community Outreach and Deal Sourcing

  • Transaction Due Diligence

  • LOI Generation and PSA Support

  • Preparation of Investor Materials

  • Preparation of Fundraising Materials

  • Deep Industry Research and Trend Identification

  • Capital Project Design and Execution

  • Vendor Sourcing and Coordination

  • Portfolio Analysis

  • Budget Planning

  • Audit Preparation

Past Models and Projects

  • VBA Redesign of Acquisition and Disposition Models

  • Market Summary and Report Preparation

  • Supply and Demand Modeling

  • Investment Memos and Teaser Presentations

  • Zoning Analysis

  • Quantitative/Qualitative Hold-Sell Analyses

  • Promote Structure and Waterfall Modeling

  • “Hub & Spoke” Portfolio Model Strategic Analysis

  • “Portfolio Premium” Research and Analysis

  • State and University Level Financial Health Assessments

  • “Maturity Wall” Opportunity Reports

  • Value-Add and Opportunistic Fund Performance Analysis

  • Capital Project Itemized ROI Model Design

  • Industry Competitor Research and Reporting