I have worked with some of the top tier North American Real Estate Private Equity firms and Financial Institutions, with a focus on underwriting residential and commercial real estate opportunities across USA, Canada and Europe. I have built numerous financial models, pitch decks for debt and equity raise, and offering memorandums for deal ranging between $2m and $200m.
Proficient in underwriting residential and commercial real estate projects of all sizes and types (new development, value-add, acquisitions, renovation, rental, etc). Comprehensive Financial Models will include:
-Project Specific Inputs/Assumptions
-CashFlow Projections/Forecast
-Project Budget
-Financing/Debt Assumptions
-Complete Debt Schedule
-Asset Valuation
-Project Returns (IRRs, ROI, Equity Multiple, etc.)
-Investor Partnership Return Distribution Waterfall (LP/GP structures, Preferred Returns, etc.)
-Sensitivity Analysis
-Key Matrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.)
Investor Pitch Deck/Financing Package will include but not limited to:
-Investment Summary/Opportunity
-Market Overview
-Neighborhood Overview
-Project Descrition
-Comparables Analysis
-Financial Projections
-Sensitivity Analysis
-Investment/Deal Structure & Returns
-Risk Analysis
-Any other custom Requirements
Qualifications:
MBA, University of Toronto, Canada
CFA Charterholder (Chartered Financial Analyst)