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Simon Hartzell is a seasoned executive with a strong background in commercial real estate and finance. He has held various leadership positions, including Vice President, Commercial Real Estate Portfolio Manager at Trinity Investors, where he led a global team developing business to business CRE brokerage revenue. Prior to this, he served as Senior Vice President at NAI Global & C-III Capital Partners, where he advised c-level clients and business owners on strategic plans and offered various services. Hartzell also worked as Sales & Marketing Representative at NVR, Inc. / Ryland Homes, where he contributed to the site evaluation and feasibility of new residential communities and designed community-specific marketing plans. Hartzell holds a Master of Business Administration (MBA) from Gwynedd Mercy University and a Bachelor of Science from East Stroudsburg University of Pennsylvania. He is proficient in English and has extensive experience in commercial real estate, finance, and loan management.

Credentials

  • CCIM Institute Member
    CCIM Institute
    Apr, 2024
    - Apr, 2026

Experience

  • Trinity Investors
    • Southlake, Texas, United States
    • Vice President, Commercial Real Estate Portfolio Manager
      • May 2020 - Present
      • Southlake, Texas, United States

      Trinity Investors is an alternative asset management firm providing a world class experience for individuals seeking above average risk adjusted returns through direct investment in real estate and operating companies utilizing partners who share our values.

    • Senior Vice President
      • Mar 2015 - May 2020
      • New York, NY

      ▪ Responsible for leading a global team developing business to business CRE brokerage revenue.▪ Advising c-level clients and business owners to create a strategic plan and offering various services: global commercial real estate advisory, financial solutions and capital markets.▪ Working with colleagues to assist with capital markets, investment expertise and additional real estate services, worldwide (investment sales, property management, leasing, tenant and landlord rep).

  • NVR, Inc. / Ryland Homes
    • Greater Philadelphia Area
    • Sales & Marketing Representative
      • Sep 2009 - Mar 2015
      • Greater Philadelphia Area

      ▪ Contributed to the site evaluation and feasibility of new residential communities while maintaining the performance of selling over 150 homes since the 4th quarter of 2009 with a median delivery of eight homes per quarter during 2013.▪ Monthly review of the local real estate markets through ongoing and trending data supplied by a third party source and compiling this data into useful reports to prove the product we are offering is competitive compared to the available inventory.▪ Designed community specific marketing plans and initiating programs for the entire Lehigh Valley and Philadelphia region of NVR through a quarterly plan that broke down precise daily task necessary to achieve our revenue and sales goals.▪ Trained new and current employees on successful task of marketing and sales that are crucial to the company’s overall plan for continued financial growth.▪ Customer ratings held at ten out of ten for the past 3 years, with 100% would recommend.

  • Marcus & Millichap
    • Greater Philadelphia Area
    • Associate
      • Jan 2008 - Mar 2009
      • Greater Philadelphia Area

      ▪ Assisted clients with their commercial real estate investment strategies through acquisition, disposition, debt reorganization, and research.▪ Used ARGUS software to evaluate the financial and operational processes of commercial real estate in order to accurately list the sale of office, industrial multi-family and single tenant net leased real estate.▪ Supplied market data, rental information, leasing strategies and opinion of value to over 3,000,000 SF of commercial real estate. Accurately calculating pro forma cash flow and internal rate of return.▪ Speaker on Residential and Commercial Real Estate Financing at Temple University’s School of Real Estate.

    • VP of Originations
      • Jun 2003 - Jan 2008
      • Media, PA

      ▪ Managed the entire loan process of new commercial, construction and residential real estate loans with an average transaction exceeding $800,000, as well as originated over $33 million of transactions annually. ▪ Developed and assisted with the implementation of a more efficient process of managing the company’s daily affairs of interoffice operations, lending conduit relationships and expansion into new U.S. markets which lead to a 30% increase in earnings.

Education

  • 2008 - 2009
    University of Pennsylvania
    Professional Cert., Accounting & Financing
  • 2014 - 2016
    Gwynedd Mercy University
    Master of Business Administration (MBA)
  • 1996 - 2000
    East Stroudsburg University of Pennsylvania
    Bachelors of Science

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Commercial Real Estate”

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