Experience

Kairos Investment Management Company

• United States
• Real Estate
• 1 - 100 Employee

• Senior Investment Analyst

  • May 2023 - Present

  o Present monthly operations and leasing to executive management. o Identify areas of potential value creation and present to Asset Managers and Executives. o Conduct asset visits and due diligence on potential acquisitions. o Manage the budget process of 50 assets across the portfolio. o Present monthly operations and leasing to executive management. o Identify areas of potential value creation and present to Asset Managers and Executives. o Conduct asset visits and due diligence on potential acquisitions. o Manage the budget process of 50 assets across the portfolio.



Province West

• United States
• Real Estate
• 1 - 100 Employee

• Senior Financial Analyst

  • Aug 2021 - Dec 2022

  o Build real estate development models for various investment structures. Models included Waterfalls with multiple breakpoints, Rates of Return (Multiples, IRR), Discounted Cash Flows (DCF). o Leveraged software programs, including Land Vision and CoStar, to identify potential land opportunities throughout California. o Assisted brokers on developing materials to track land sales, residential sales, and developer acquisitions to share with clientele. o Build real estate development models for various investment structures. Models included Waterfalls with multiple breakpoints, Rates of Return (Multiples, IRR), Discounted Cash Flows (DCF). o Leveraged software programs, including Land Vision and CoStar, to identify potential land opportunities throughout California. o Assisted brokers on developing materials to track land sales, residential sales, and developer acquisitions to share with clientele.



DPI Retail

• Financial Analyst

  • Aug 2020 - Jul 2021

  o Identified $2.3M in tenant receivables. Reached out to tenants and collected $2.1M of the outstanding receivables. Created new processes and procedures to prevent significant receivables in the future. o Assisted training property managers on daily operations, vendor contracts, tenant receivables, budget variances, and capital expenditure planning. o Managed the budget process for a 29 property retail portfolio. Budget process included developing a new process to estimate and reconcile Common Area Maintenance. o Organized meetings with brokers to discuss potential market opportunities in sales and leasing. Show less



Dornin Investment Group

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Financial Analyst

  • Dec 2016 - Mar 2020

  o Managed the hospitality asset increasing the revenues from $400k to $1.5M over a 2-year period. The change in booking strategy funded our development initiatives with the City of Laguna Beach. Project was approved for redevelopment in 2020. o Managed and planned the budgeting process with property management and accounting. o Created reporting packages for executive management and investors which included summaries of financial analysis, leasing, building operations, financing, and disposition. o Held weekly meetings with property management, leasing, and contractors to discuss assets performance and operations. o Managed the construction process with project managers and contractors preparing packages for funding. Show less



SmartStop Asset Management, LLC

• Financial Analyst

  • Jan 2015 - Nov 2016

  o Assisted with the creation of a new Private Placement fund for Student Housing and Senior Living. Managed the creation of the Private Placement Memorandum (PPM) with our legal team by building a customized financial model used to underwrite and export data directly into our PPM. o Led the search for the property management companies for Student Housing and Senior Living assets. o Underwrote $250M in Student Housing and Senior Living assets. Acquired $100M in Student Living and Senior Living assets. o Managed, created, and presented investment decks to investment committees and board members. o Underwrote $6 Billion in Self Storage in the United States and Canada. Show less



Craig Realty Group

• United States
• Real Estate
• 1 - 100 Employee

• Financial Analyst

  • Mar 2014 - Jan 2015

  o Helped create the private placement memorandum, development budget, and presentations for Craig Realty Groups newest development, Outlets at San Clemente, with a total development cost of 300+ Million and total Gross Buildable Area of 300,000+ SF. o Assisted in preparing budgets and creating presentations for a portfolio of 9 retail outlet assets consisting of 5+ Million square feet and valued more than $1.0 Billion. o Continually updated and prepared development budgets and presentations for a development portfolio with a gross buildable area of 3+ Million square feet and estimated to be valued more than $1 Billion. o Prepared $100+ Million in Loan Reserve Draws to meet payment deadlines of the contracted work for various development projects going on simultaneously. o Job costed $100+ Million on multiple construction and development projects and kept detailed records on work progress and lien releases associated with each specific project. Show less



Thompson National Properties, LLC

• Real Estate
• 1 - 100 Employee

• Senior Financial Analyst

  • Mar 2012 - Mar 2014

  o Managed and trained a team of analysts in Asset Management, Acquisitions, and Corporate Finance. Main responsibilities were quarterly reporting, budgeting, and forecasting using programs such as ARGUS and excel. Prepared reports for public filings, executives, and investors. o Transacted $350+ Million in Commercial Retail Real Estate. Managed the Due Diligence process which included ordering, summarizing and presenting findings to executives. Created investment decks and presented them to board members. o Organized meetings with brokerage teams periodically to discuss market opportunities. o Assisted Asset Management teams with operations and leasing processes. o Managed and planned the budget process of a portfolio of 11.02 million square feet of Real Estate in Retail, Outlet Malls, Office, Medical, Multi-Family, and Residential. o Created investment decks using InDesign and Powerpoint for Executives, Board Members, Investment Banks, Hedge Funds, and Investors. Show less