Jacob Swartz
Associate Director of Acquisitions at Clear Height Properties- Claim this Profile
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Bio
Credentials
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ARGUS Enterprise Certification
ARGUS Software SolutionsDec, 2020- Nov, 2024 -
REFAI Certification course
Real Estate Financial ModelingDec, 2020- Nov, 2024 -
REFM Certification in Excel for Real Estate- Level I
Real Estate Financial ModelingDec, 2020- Nov, 2024 -
REFM Certification in Excel for Real Estate- Level II
Real Estate Financial ModelingDec, 2020- Nov, 2024 -
REFM Certification in Excel for Real Estate- Level III
Real Estate Financial ModelingDec, 2020- Nov, 2024 -
Bloomberg Market Concepts (BMC)
Bloomberg LPNov, 2020- Nov, 2024
Experience
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Clear Height Properties
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United States
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Real Estate
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1 - 100 Employee
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Associate Director of Acquisitions
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Apr 2023 - Present
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Senior Analyst, Acquisitions & Asset Management
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Apr 2022 - Apr 2023
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Analyst, Acquisitions & Asset Management
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Mar 2021 - Mar 2022
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Intern, Acquisitions & Asset Management Analyst
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Jan 2021 - Mar 2021
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Intern, Capital Markets
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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
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Morgan Stanley Wealth Management
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Financial Services
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200 - 300 Employee
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Intern, Production Analyst
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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
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High Ridge Financial (Hedge Fund)
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Greater Chicago Area
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Intern, Financial Analyst
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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
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Education
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Miami University Farmer School of Business
Bachelor of Business Administration - BBA, Finance