Kyle Lee
Associate Director, Investments at Forgestone Capital- Claim this Profile
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Bio
Experience
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Forgestone Capital
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Canada
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Real Estate
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1 - 100 Employee
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Associate Director, Investments
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Dec 2022 - Present
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Associate, Investments
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Apr 2021 - Nov 2022
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Senior Analyst, Investments
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Mar 2020 - Apr 2021
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Bentall Kennedy
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United States
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Real Estate
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Senior Analyst, Asset Management
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Sep 2017 - Mar 2020
I worked on the Sun Life Account that was valued over $6B, consisting of over 18M square feet of commercial asserts and more than 5000 residential units. I supported the asset management team in financial analysis of IPP buildings, development underwriting and disposition analysis. I also supported the portfolio manager in both quarterly reporting and one-off projects. I worked on the Sun Life Account that was valued over $6B, consisting of over 18M square feet of commercial asserts and more than 5000 residential units. I supported the asset management team in financial analysis of IPP buildings, development underwriting and disposition analysis. I also supported the portfolio manager in both quarterly reporting and one-off projects.
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Dream Unlimited
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India
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Real Estate
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Asset Management Analyst, Dream Office REIT
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Sep 2014 - Aug 2017
As an Analyst in Asset and Portfolio Management at Dream Office REIT, I reported directly to the Senior Vice President and Portfolio Manager. My portfolio was over 9.2 M square feet consisting of 69 commercial assets in Greater Toronto Area, Saskatoon, Regina, Ottawa, Montreal, Halifax and Moncton. I was responsible for all financial analysis within the portfolio from IFRS valuation impacts, capital expenditure impacts, lease negotiations, and managing portfolio KPIs. I also developed a new dashboard for benchmarking leasing performance against the market which improved data accuracy, reduced man hours needed and helped drive overall asset and strategy. I was also recognized as the resident Argus Enterprise Expert and held various training sessions.
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Quartz Capital Group
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Canada
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Accounting
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Co-op Student
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May 2012 - Aug 2013
As a summer student over two separate summers at Quartz Capital, I was tasked with three main projects. First, I created a template to self update investor fact sheets pulling key financial results and projections from financial statements. Second, I implemented a new electronic database uploading paper files to new software. Finally, I assisted in industry analysis analyzing business activities, industry dynamics and competitive environment of prospective target acquisition companies. As a summer student over two separate summers at Quartz Capital, I was tasked with three main projects. First, I created a template to self update investor fact sheets pulling key financial results and projections from financial statements. Second, I implemented a new electronic database uploading paper files to new software. Finally, I assisted in industry analysis analyzing business activities, industry dynamics and competitive environment of prospective target acquisition companies.
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Jonic Distribution North America
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Canada
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Movies, Videos, and Sound
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Co-op Student
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May 2012 - Aug 2012
As a summer student at JDNA, I mostly supported the marketing team. I was involved with on-line media management, responding to customer queries, tracking effectiveness of social media; updating web pages and executed web based promotions to increase traffic. I developed some Excel financial models to calculate margins to facilitate pricing decisions and determine profitability. I also supported the marketing team with creating of a product catalogue utilizing Photoshop and PowerPoint as well as reviewed and enhanced marketing posters and brochures.
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Education
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The University of Western Ontario
Bachelor of Arts (BA), Economics -
City University of Hong Kong
Bachelor of Arts (BA), Economics