Contract real estate financial analysis and Microsoft Excel modelling
Independent Real Estate Financial Analyst / Consultant
May 2010 - August 2011 (1 years 3 months)
San Diego and Orange County
Confidential client list:
private equity real estate investment firm
private real estate development and investment company
affordable housing consultancy to government agencies
San Diego Housing Commission
August 2009 - February 2010 (6 months)
Performed financial analysis for the underwriting, financing, and development of affordable housing projects. Developed multi-source capital funding model that included conventional debt financing, tax credit equity, bonds and other subsidies. Collaborated on new U.S. Department of Housing and Urban Development (HUD) program that leveraged existing housing units to provide $100M in private financing for the development of 1,000 additional units.
Real Estate Analyst / Excel Modeler
January 2000 - August 2008 (8 years 7 months)
Pro forma analysis for feasibility, underwriting, due diligence, construction management, asset management, operations and disposition of new-construction luxury multi-family projects. Performed complex cash flow, internal rate of return, market, sensitivity, variance, and forecasting analysis. Designed sophisticated Excel financial models used to manage projects throughout their development lifecycles. Department’s liaison in enterprise-level data conformity, integration, warehousing, sharing, and reporting initiative.
Real Estate Research and Marketing Analyst
March 1996 - January 2000 (3 years 10 months)
Conducted extensive market research and analysis using the internet, industry publications, on-site visits, personal interviews, and government data. Synthesized research and analysis into comprehensive marketing documents for the attainment of debt and equity from major institutional investors, private investors, investment advisors and major banks. Spearheaded company’s move to color printing and pioneered its processes of integrating maps, photos and other graphics into proposal documents using spreadsheet and sophisticated graphics and GIS software.