Patrick Swan
Senior Associate at The Martin Group of Companies- Claim this Profile
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Bio
Experience
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The Martin Group of Companies
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United States
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Real Estate
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1 - 100 Employee
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Senior Associate
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Mar 2022 - Present
Acquisitions- Underwriting- Drafting of Investment Memorandum- Support Equity and Debt PlacementDevelopment Management- Entitlement & Permitting Support- Budget Analysis and TrackingAsset Management- Draw Processing- Financial Reporting- Lender ReportingInvestor Relations- Fund Performance Report- Analytical Support for Investor Reports- Maintenance of Financial Reporting with Juniper SquareAd Hoc Analysis Acquisitions- Underwriting- Drafting of Investment Memorandum- Support Equity and Debt PlacementDevelopment Management- Entitlement & Permitting Support- Budget Analysis and TrackingAsset Management- Draw Processing- Financial Reporting- Lender ReportingInvestor Relations- Fund Performance Report- Analytical Support for Investor Reports- Maintenance of Financial Reporting with Juniper SquareAd Hoc Analysis
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Grosvenor
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United Kingdom
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Real Estate
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500 - 600 Employee
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Development Analyst
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Jul 2019 - Mar 2022
-Created and managed all financial analytics for potential acquisitions and current development projects in the Bay Area, including financial modeling and economic analysis-Assisted with consultant coordination for all active development projects in the Bay Area-Supported the San Francisco development team in all development related efforts, including: site identification, zoning interpretation, entitlement, concept development management, budget management and forecasting, and financial and general due diligence coordination-Prepared internal and external monthly and quarterly reporting (both written and numerical) for all ongoing developments and prospective acquisitions in the Bay Area-Prepared pitch books and presentations that summarize current development opportunities in the Bay Area to potential equity partners, community leaders, and other external stakeholders-Created and managed all portfolio level analytics for Grosvenor Americas, including the Vancouver and Washington D.C. markets
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CBRE
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United States
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Real Estate
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700 & Above Employee
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Research Analyst
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Jul 2018 - Jul 2019
• Prepared Broker Opinions of Value for multifamily assets and development sites throughout the Bay Area• Prepared marketing packages for the sale or financing of multifamily assets throughout the Bay Area• Prepared detailed market comparable analysis of multifamily properties• Maintained a comprehensive database detailing the Bay Area development pipeline– including both commercial and residential developments • Prepared Broker Opinions of Value for multifamily assets and development sites throughout the Bay Area• Prepared marketing packages for the sale or financing of multifamily assets throughout the Bay Area• Prepared detailed market comparable analysis of multifamily properties• Maintained a comprehensive database detailing the Bay Area development pipeline– including both commercial and residential developments
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Modus
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United States
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Telecommunications
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1 - 100 Employee
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Planning Assistant
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Jun 2017 - Aug 2017
• Assisted the operations manager in securing NSB & Small Cell land use entitlements, building permits and lease agreements • Mapped existing cell site locations in 6 major cities to asses Modus’ potential market entry • Completed site walks to evaluate potential “small cell” installment locations throughout San Francisco• Worked with the co-founder and managing director to create a presentation showing the industry’s current status and opportunity for growth • Assisted the operations manager in securing NSB & Small Cell land use entitlements, building permits and lease agreements • Mapped existing cell site locations in 6 major cities to asses Modus’ potential market entry • Completed site walks to evaluate potential “small cell” installment locations throughout San Francisco• Worked with the co-founder and managing director to create a presentation showing the industry’s current status and opportunity for growth
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Tilden Properties, LLC
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United States
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Real Estate
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1 - 100 Employee
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Summer Internship
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May 2016 - Aug 2016
Tilden Properties is a private real estate and investment management company in northern California. Tilden Properties specializes in the investment and sale of multi-family properties throughout the western half of the United States. • Evaluated rents for each of the company’s assets in order to find opportunities to increase revenue• Analyzed operating expenses with property management companies in order to find opportunities to lower costs• Provided asset managers with an in-depth market analysis concerning a property for sale in San Jose• Analyzed the existing portfolio and presented operational and capital recommendations to asset managers
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Strideline
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United States
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Retail Apparel and Fashion
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1 - 100 Employee
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Market Manager
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May 2015 - Aug 2015
Strideline is an apparel company that manufactures and sells high performance socks. As the market manager for the Bay Area I was responsible for promoting the brand in the Bay Area, focusing on the lacrosse market. My responsibilities included: contacting the directors of every large camp and tournament in the area in an effort to become a vendor at their event, manning a tent at these events to sell the products, and reaching out to teams and programs in the area about designing and producing custom socks for their players and fans.
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Vector Marketing
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United States
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Manufacturing
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700 & Above Employee
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Sales Representative
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May 2015 - Aug 2015
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Education
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University of Southern California
Business Administration -
University of Southern California - Marshall School of Business
Business Administration and Management, General -
Miramonte High School
High School, 3.8 gpa