Experience

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  Prime Meridian Capital Management

  • Walnut Creek, California, United States

  • Portfolio Analyst

    • Sep 2021 - Present
    • Walnut Creek, California, United States

• 

  Hall Equities Group

  • United States
  • Real Estate
  • 1 - 100 Employee

  • Division Manager, Property Operations

    • Mar 2020 - Jun 2021

    Directed a portfolio of 4.8 million sqft. including 1.3M sqft. of industrial, 1.2M sqft. of multifamily, 1M sqft. of retail, 640K sqft. of office, and 620K sqft. of self-storage through a staff of approximately forty.Developed and implemented pandemic strategy based upon deep market research, dynamic financial modeling, and practical economic assumptions.Leveraged teamwork, training, and effective communication to reforecast multi-year proformas for 87 assets including GPI, R&M, waterfalls, DSCRs, and capital expenditures.Negotiated nine million dollars in rent relief requests to recuperate 80% over the next three to five years.

  • Portfolio Manager

    • Aug 2018 - Mar 2020

    Oversaw a 350,000 square feet portfolio consisting of office, light industrial, and mixed-use assets. Responsible for financial reporting, budget creation and management, project management, lease administration, and assistance with acquisition/disposition due diligence analysis. Maintain operational oversight to maximize property values and returns for investors. Led asset performance presentations for clients through financial analysis, slide deck creation, and public speaking.Managed over $700,000 in capital projects and kept an average of 14% under budget.

  • Assistant Portfolio Manager

    • Apr 2017 - Aug 2018

    Support financial and operational management of a portfolio of real estate assets consisting of over 1 million square feet of leasable retail space with a net operating income of over $16 million annually. Reduced average monthly portfolio AR more than 70% by establishing solid rapport around key revenue streams.Assisted in review of leases during lease negotiations and conduct financial analysis of lease economics.Supervised the performance of third-party vendors along with property accounting, finance, and leasing to ensure reporting and billing accuracy.

• 

  The Helsing Group, Inc.

  • San Ramon

  • Budget Consultant

    • Oct 2012 - Mar 2017
    • San Ramon

    Created annual operating and multi-year capital expenditure budgets ranging from $50 thousand to $2 million as well as R&M cost analyses for multi-million-dollar capital project presentations and negotiations. Consulted with attorneys and clients to establish governing documents, easement agreements, and contracts for maintenance responsibilities and cost allocations. Presented funding models to clients through in-person meetings, conference calls, and web conferences.Increased profit margin 10 percentage points in a year by optimizing workflow processes.