Jacob Swartz

Associate Director of Acquisitions at Clear Height Properties
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Contact Information
us****@****om
(386) 825-5501
Location
Highland Park, Illinois, United States, US

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Credentials

  • ARGUS Enterprise Certification
    ARGUS Software Solutions
    Dec, 2020
    - Nov, 2024
  • REFAI Certification course
    Real Estate Financial Modeling
    Dec, 2020
    - Nov, 2024
  • REFM Certification in Excel for Real Estate- Level I
    Real Estate Financial Modeling
    Dec, 2020
    - Nov, 2024
  • REFM Certification in Excel for Real Estate- Level II
    Real Estate Financial Modeling
    Dec, 2020
    - Nov, 2024
  • REFM Certification in Excel for Real Estate- Level III
    Real Estate Financial Modeling
    Dec, 2020
    - Nov, 2024
  • Bloomberg Market Concepts (BMC)
    Bloomberg LP
    Nov, 2020
    - Nov, 2024

Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Associate Director of Acquisitions
      • Apr 2023 - Present

    • Senior Analyst, Acquisitions & Asset Management
      • Apr 2022 - Apr 2023

    • Analyst, Acquisitions & Asset Management
      • Mar 2021 - Mar 2022

    • Intern, Acquisitions & Asset Management Analyst
      • Jan 2021 - Mar 2021

    • Intern, Capital Markets
      • Jun 2020 - Aug 2020

      • Researched and aggregated market data analyzing COVID-19 impacts, population demographics, market and asset class comparisons, pipeline developments, recent deliveries, and existing asset cashflows • Assisted in underwriting and modeling of core, core plus, value-add, and opportunistic acquisitions for multi-family, industrial, and office assets • Explored and assisted in execution of several real estate investment strategies tailored to specified equity sponsor investment criteria • Researched and aggregated market data analyzing COVID-19 impacts, population demographics, market and asset class comparisons, pipeline developments, recent deliveries, and existing asset cashflows • Assisted in underwriting and modeling of core, core plus, value-add, and opportunistic acquisitions for multi-family, industrial, and office assets • Explored and assisted in execution of several real estate investment strategies tailored to specified equity sponsor investment criteria

    • Financial Services
    • 200 - 300 Employee
    • Intern, Production Analyst
      • May 2019 - Jul 2019

      Intern at The Hoffmann-Easom-Lannan Retirement Planning Group at Morgan Stanley • Prospected clients by cold-calling to secure in-person appointments at one of the largest retirement specialized groups in the country with over $3.2 Billion assets under management • Gained exposure into retirement income planning, investing, and wealth management strategies Intern at The Hoffmann-Easom-Lannan Retirement Planning Group at Morgan Stanley • Prospected clients by cold-calling to secure in-person appointments at one of the largest retirement specialized groups in the country with over $3.2 Billion assets under management • Gained exposure into retirement income planning, investing, and wealth management strategies

    • Intern, Financial Analyst
      • May 2018 - Aug 2018

      • Segmented and researched US financial markets analyzing revenue growth, profitability, future profit projections, competition within sectors, and the regulatory environment • Explored several trading techniques and strategies surrounding portfolio management, such as active trading, position trading, buy-and-hold strategy, and swing trading • Analyzed emerging trends amongst millennials including social media platforms, tobacco, and alternative tobacco products with an emphasis on branding, usage, marketing, and engagement rates between brands and customers Show less

Education

  • Miami University Farmer School of Business
    Bachelor of Business Administration - BBA, Finance
    2017 - 2020

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