- Identified, originated, structured, and negotiated to finance a pipeline of commercial real estate transactions in excess of $250 million.
- Oversaw all HR matters, including recruitment and selection of 8+ individuals, and trained them to ensure continued success in their roles with the firm.
- Valued and underwrote properties using a variety of techniques, including DCF, NOI scenario analysis and cap rates, and comps analysis, and then packaged into pitch book presentations for discussion involving a total value in excess of $750 million.
- Underwrote, structured, and negotiated multiple CRE transactions, including a $130 million acquisition financing for trophy asset acquisition in NYC's CBD.
- Modeled all facets of deals and transactions, capturing all financial details in Excel for presentation to various capital providers.
- Produced, on average, a minimum of five fully developed deal presentations per month, capturing relevant Excel modeling and financial analysis.
Focus areas: Debt Financing, Commercial Real Estate, Investment Banking, Deal Analysis, Real Estate, DCF Modeling, Finance, Debt Raises, Excel Modeling, Financial Modeling, Three-statement Modeling, Ad Hoc Modeling, Analysis, Presentations, Investor Presentations, Pitch Presentations, Financial Presentations, Executive Presentations, Microsoft Excel, Financial Reporting, Valuation Modeling, Discounted Cash Flow (DCF), Discounted Cash Flow Analysis, Valuation, Financing, Venture Capital, Fundraising, IRR, NPV, United States, Investments, Revenue & Expense Projections, CFO, Startups, Initial Public Offerings, Business Models, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Pitch Decks, Investment Memoranda, Waterfall Modeling, Investment Modeling, Pitch Deck Consultant, Business Strategy, Market Research, Business Development, Private Equity, Investment Analysis, Self Storage, Business Planning, Business Plan Consulting, Residential Real Estate, Financial Analysis, Credit/Debt, Debt, Debt Restructuring, Private Company Valuation, Financial Data, Multi Family, Cash Flow, QuickBooks Online, Underwriting, Commercial Real Estate Finance (CREF), Deal Structures