Daniel Mandel, MBA

Senior Financial Analyst at NexMetro Communities
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Contact Information
us****@****om
(386) 825-5501
Location
Phoenix, Arizona, United States, US
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Joe Stadler

Daniel worked for and volunteered with The First Tee of Milwaukee County for over six years. During that time, I found Daniel to be a diligent and creative member of our team. He always exhibited a great work ethic and was wonderful working with the participants in our program and with their parents. I believe Daniel's overall skill level will make him a valuable asset throughout his career.

Jim Dallet

Daniel is an outstanding young man. I had the pleasure of working with him at The First Tee for a number of years. He is dedicated, very personable, and has a great work ethic. He also took it upon himself to create a volunteer login system that we still use today. Jim Dallet

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Credentials

  • Financial Modeling
    Wisconsin School of Business
    Dec, 2021
    - Sep, 2024
  • Excel Proficiency
    Wisconsin School of Business
    Oct, 2020
    - Sep, 2024
  • Syntrio US Workplace Harassment and Discrimination California Non-Manager
    Syntrio
    Aug, 2023
    - Sep, 2024

Experience

  • NexMetro Communities
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Aug 2023 - Present

      "NexMetro Communities is an innovative development company focused on building luxury leased home neighborhoods that serve lifestyle-conscious consumers seeking a new home experience without the burdens of a mortgage." • Underwriting new development of nationwide build-to-rent communities while meticulously evaluating diverse capital stack options to ensure strategic financial planning. • Orchestrating the due diligence process, fostering seamless collaboration between development, legal, and asset management teams, resulting in successful closures for both new construction loans and refinancing endeavors. • Scrutinizing complex loan documents to deliver concise summaries highlighting current extension challenges, facilitating informed decision-making. • Managing efforts to challenge and rectify two property tax valuations with the Maricopa County Assessor, showcasing proactive leadership and the ability to secure significant cost savings for investors. Show less

  • DJM Capital
    • France
    • Financial Services
    • Commercial Real Estate Development and Acquisitions Consultant
      • Mar 2023 - Aug 2023

      Collaborated closely with a distinguished international investor where I was entrusted with the strategic optimization of an expansive real estate portfolio spanning Arizona. Key accomplishments include: • Multi-Phase Development Strategy: Assisted in preparing a forward-thinking strategy for an innovative multi-phase mixed-use development in Mohave County, Arizona. • Strategic Analysis and Pitch Books: Formulated comprehensive analyses of diverse housing development strategies, crafting compelling pitch books that underscored development potential. • Expert Team Formation: Spearheaded an extensive consultant search, conducting meticulous research and interviews to curate a high-caliber project team primed for exceptional project outcomes. • Acquisition and Leasing Management: Contributed decisively to the successful acquisition and subsequent leasing endeavors of a vacant medical office building located in Downtown Phoenix. • Prominent Homebuilder Collaboration: Played an instrumental role in securing a letter of intent from a leading national homebuilder for the acquisition of prime development land. Show less

  • Tricor LLC
    • United States
    • Construction
    • 1 - 100 Employee
    • Senior Financial Analyst
      • May 2022 - Mar 2023

      Tricor is a national construction company for single-family rentals having completed the renovations of over 19,000 homes with over 2,000 homes in design and construction. As the Senior Financial Analyst, underwrote new build-for-rent developments and reached out to new capital relationships to source new business opportunities. Key accomplishments include: • Strategic Underwriting and Development: Spearheaded the underwriting of new nationwide land acquisitions for the development of over seven (7) new build-for-rent (“BFR”) communities with total construction costs of over $360MM and authored pitchbooks for investor engagement. • Capital Relationship Development: Proactively engaged with over 300 investors, resulting in the establishment of vital capital relationships that opened the door to new business opportunities, particularly in fee development. • Efficient Land Disposition: Led the charge in streamlining land disposition, interacting with 100+ investors, and achieving a purchase contract with ~3x return while eliminating a commission. • Strategic Cost Savings: Strategically evaluated a land purchase contract, ultimately saving the company $95,000 by exercising an extension option. Show less

  • Wisconsin School of Business
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Teaching Assistant
      • Aug 2021 - May 2022

      During my MBA studies, I was chosen by the Finance Department as a Teaching Assistant, supporting three (3) Finance professors aiding undergraduate and graduate students: • Renowned short-selling hedge fund manager Jim Chanos, Founder of Kynikos Associates, LP, in his fall course on Financial Fraud Forensic Approach where students master tools for detecting accounting red flags that signal financial deception and fraud. • Dr. Erwan Quintin's fall course on Corporation Finance, guiding students through practical applications of Corporate Finance principles using Microsoft Excel, fostering their comprehension of core concepts and objectives. • Dr. Oliver Levine's spring course on Corporation Finance. Enabling them to grasp and apply fundamental Corporate Finance principles, the course culminated in an intricate analysis of a leveraged buyout opportunity as the final project. Show less

  • WREAA LP, Funds
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Private Equity Real Estate Regional Leader
      • Aug 2021 - May 2022

      WREAA FUND I, L.P. invests in equity securities at the operating partner level or alongside other equity investors in commercial real estate projects in a portfolio of properties. As the Western Region Leader for the $3 million real estate private equity fund WREAA FUND I, L.P., worked with the team to invest the remaining $1.8 million and create asset management reporting processes. Key accomplishments include: • Strategic Asset Management Reporting: Spearheaded the initiation and implementation of comprehensive asset management reporting processes, enabling effective tracking and performance evaluation. • Relationship Cultivation and Investment Sourcing: Nurtured valuable relationships within the real estate sector, successfully identifying opportunities for investment. Notably, played a pivotal role in sourcing an investment in an innovative build-for-rent development in Sacramento, CA. • Strategic Investment Leadership: Led a collaborative team process encompassing sourcing, screening, and presentation of investment opportunities. This approach proved vital in both the selection and defense of a value-add multi-family community acquisition in Las Vegas, NV. Show less

  • TerraLane Communities
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Development Intern
      • Mar 2021 - Aug 2021

      TerraLane Communities is a build-for-rent developer with five (5) new build-for-rent communities of 1,100 units in Phoenix, AZ. As a Real Estate Development Intern, I assisted in the construction management reporting and initial lease-up of (5) new Phoenix build-for-rent communities to educate investors and lenders while underwriting new build-for-rent developments. Key accomplishments include: • Strategic Financial Analysis: Constructed a sale vs. refinance analysis to help ownership evaluate options to unlock cash for new developments. • Developed a series of ten (10) comprehensive training videos tailored for new analyst onboarding. This strategic effort facilitated a seamless transition of responsibilities, ensuring continuity in project management. Show less

  • BB Living Residential
    • Vice President of Data Analytics
      • Sep 2019 - May 2020

      BB Living Residential stands out as a prominent nationwide build-for-rent developer, renowned for creating exceptional communities through strategic partnerships with Toll Brothers and a distinguished private equity fund. As the Vice President of Data Analytics serving on the investment team, underwrote new build-for-rent developments and collected market data. Key accomplishments include: • Strategic Underwriting and Investment: Underwrote nationwide land acquisitions for build-for-rent communities, involving development costs exceeding $500MM. • Multifamily Data Sourcing and Integration: Led search for multifamily data sources negotiating with the best vendor to obtain a custom solution while reducing cost by $8,000 annually and assisted in initiating data integration for investment modeling and monitoring. • Critical Analysis: Conducted meticulous examination of legal documents, strategically identifying opportunities to curtail homeowner's association (HOA) expenses. Show less

  • KeyBank Commercial
    • Financial Services
    • 700 & Above Employee
    • Underwriter
      • Dec 2017 - May 2019

      KeyBank Commercial is one of the two segments of KeyCorp (NYSE: KEY) providing various retail and commercial banking products and services in the US.As an underwriter, identified problems, proposed solutions, and drafted comprehensive submissions while delivering excellent customer service. Key accomplishments include:• Multifamily Loan Underwriting: Underwrote over 50 multifamily loans with a collective value of $890MM, directed for purchase by government-sponsored enterprises (GSEs). This initiative generated remarkable revenue exceeding $17MM.• GSE Loan Assumption Expertise: Specialized in GSE underwriting for 15 loan assumptions, accounting for more than $200MM. Collaboratively engaged with buyers, sellers, and investors to troubleshoot complexities, proffer innovative solutions, and ultimately yield substantial revenue surpassing $1MM. Show less

    • Senior Production Analyst
      • Jul 2015 - Nov 2017

      As a Senior Production Analyst, assisted in screening, structuring, originating, underwriting, and closing more than $2.4B in multifamily loans for purchase by Fannie Mae, Freddie Mac, life insurance companies, FHA, and other lenders achieving over $47MM in revenue. Key accomplishments include:• Team Development: Trained, mentored, and distributed the workflow for five (5) new analysts, significantly enhancing team productivity and collaboration.• Technological Innovations: Spearheaded the implementation of novel technological efficiency initiatives, leading to streamlined production processes and considerable time savings. Show less

    • Grader
      • Jan 2015 - Apr 2015

      As an undergraduate student, graded homework and exams for Professor Moussa Diop's Introduction to Real Estate Finance class of 50 students. As an undergraduate student, graded homework and exams for Professor Moussa Diop's Introduction to Real Estate Finance class of 50 students.

  • F M Management
    • France
    • Financial Services
    • Real Estate Management Intern
      • Jan 2011 - Dec 2014

      F M Management is a real estate management company managing over 900 units in Wisconsin and Illinois. • Strategic Loan Refinancing Support: Supported management throughout the strategic refinancing process of a substantial $38MM multifamily Section 8 HUD portfolio loan including creating the borrower's organization chart. • Operational Expense Reduction: Conducted detailed analyses of monthly phone bills, identifying inefficiencies and implementing innovative solutions that led to a commendable 20% reduction in expenses. Show less

  • Allstate
    • United States
    • Real Estate
    • Investments Commercial Mortgages Intern
      • May 2014 - Aug 2014

      As an Investments Commercial Mortgages Intern, assisted in the periodic review of Allstate’s $4.2B portfolio of commercial loans and with the due diligence and approval process for three new mortgage transactions totaling $50MM. Conducted a market tour inspecting Chicago's portfolio of loans and evaluating prospective deals in San Francisco. As an Investments Commercial Mortgages Intern, assisted in the periodic review of Allstate’s $4.2B portfolio of commercial loans and with the due diligence and approval process for three new mortgage transactions totaling $50MM. Conducted a market tour inspecting Chicago's portfolio of loans and evaluating prospective deals in San Francisco.

  • First Tee — Southeast Wisconsin
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Lead Summer Golf Instructor and Mentor
      • Jun 2012 - Aug 2013

      The First Tee is a non-profit organization dedicated to youth development through the prism of golf. As a lead summer golf instructor key accomplishments include: • Efficiency Enhancements: Spearheaded improvements in volunteer coordination and operational efficiency by implementing an innovative online calendar system and instituting weekly programming updates. • Mentorship and Leadership Cultivation: Took on a crucial leadership role, overseeing and providing mentorship to a team of 3 employees. This responsibility encompassed comprehensive training, skill development, and the creation of effective work schedules. • Strategic Marketing Initiatives: Actively contributed to the organization's growth by marketing golf merchandise and youth programs. This involved designing impactful fliers and engaging in direct parent interactions to promote these offerings. Show less

    • Summer Golf Instructor and Mentor
      • Jun 2009 - Aug 2011

      After volunteering for Summer 2008, hired as a summer golf instructor and mentor. Incorporated the First Tee’s 9 Core Values into golf lessons relating values to school and home. Administered a four-round golf tournament for 30 children and taught children the golf swing, etiquette, and course conduct. After volunteering for Summer 2008, hired as a summer golf instructor and mentor. Incorporated the First Tee’s 9 Core Values into golf lessons relating values to school and home. Administered a four-round golf tournament for 30 children and taught children the golf swing, etiquette, and course conduct.

Education

  • Wisconsin School of Business
    Bachelor of Business Administration (BBA), Double Major: Real Estate; Economics
    2012 - 2015
  • Wisconsin School of Business
    Master of Business Administration - MBA, Real Estate with a focus in Real Estate Private Equity; Certificate in Business Analytics
    2020 - 2022
  • University School of Milwaukee
    High School Diploma, General Studies
    2007 - 2011

Community

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