Aaron Beal Email & Phone Number

Greater Seattle Area

Sherlock Investments is a real estate investment company focused on self-storage investment and management. The company owns several self-storage properties with over 1,900 units and annual revenue in excess of $3.5 million. Development:• Conducted advanced due-diligence on hundreds of properties. Analyzed and aggregated demographic details, market demand, existing and developing supply, along with dozens of other criteria. • Valued properties based on host of standard… Show more Sherlock Investments is a real estate investment company focused on self-storage investment and management. The company owns several self-storage properties with over 1,900 units and annual revenue in excess of $3.5 million. Development:• Conducted advanced due-diligence on hundreds of properties. Analyzed and aggregated demographic details, market demand, existing and developing supply, along with dozens of other criteria. • Valued properties based on host of standard metrics including ROI, ROE, NPV, IRR and unlevered and levered cash-on-cash using personally developed discounted-cash-flow (DCF) excel model. • Assembled financing package, developed advanced pro-forma model and investment deck for lending institutions. Personally presented package to prospective lenders and fielded all questions related to prospective investment. • Coordinated internal team and external contractors to work with local municipalities to complete permitting process and get property through building permit. Management:• Terminated low performing employees and hired high-energy, passionate staff to best represent the company to the customer.• Managed team of full and part time employees and coordinated the company’s local consultants. • Modernized companies digital presence, launched new website, implemented state of the art management software, installed customer feedback management processes and upgraded ability of company to accept mobile and web payments. • Updated and implemented maintenance protocol on site-by-site basis to update property aesthetics and reduce downtime on out-of-order units. • Established web presence of company, implemented strategy to increase star ratings on major websites including Google, Yelp and Facebook. Worked with web development partners to implement digital marketing, call tracking and host of other modern web analytic features. Show less

Dallas/Fort Worth Area

CSG Investments, Inc. is a global buy-and-hold institution that provides flexible and creative capital solutions for all types of commercial and industrial customers. Served as a primary analyst on more than $120 million of commercial real estate loans, which included underwriting, analyzing market conditions, forming and presenting recommendations to senior executives, and (when appropriate) facilitating loan funding’s. Facilitated market analysis, financial analysis… Show more CSG Investments, Inc. is a global buy-and-hold institution that provides flexible and creative capital solutions for all types of commercial and industrial customers. Served as a primary analyst on more than $120 million of commercial real estate loans, which included underwriting, analyzing market conditions, forming and presenting recommendations to senior executives, and (when appropriate) facilitating loan funding’s. Facilitated market analysis, financial analysis, reporting, active surveillance and relationship management as part of a $280 million loan portfolio collateralized by a 6 million square foot office portfolio.Selected for a number of specialized teams, including: • Underwriting and valuing a $650 million commercial mortgage portfolio related to a failed bank acquisition portfolio, • Spearheading an analysis of inefficiencies in internal programs and developing solutions that ultimately reduce problem occurrence by 45%, • Conducting third-party document review, profile drafting and due diligence for a $450 million loan secured by a number of power plants in the United Kingdom, • Participating in the accelerated valuation, recommendation and acquisition of a $126 million commercial loan portfolio sale. Show less

Dallas/Fort Worth Area

Trusted by management and team leader to spearhead the preparation and presentation of monthly reports for 2 acquired failed banks with joint assets totaling $1.1 billion. Co-ordinated team of 10-15 people to prepare monthly detail on over 15,000 loans. Participated in loan modification analysis on $2 billion worth of loans. Verified collateral documents, valued properties through comparable analysis, NRV and NPV: reviewed borrower financials, calculated metrics like debt service… Show more Trusted by management and team leader to spearhead the preparation and presentation of monthly reports for 2 acquired failed banks with joint assets totaling $1.1 billion. Co-ordinated team of 10-15 people to prepare monthly detail on over 15,000 loans. Participated in loan modification analysis on $2 billion worth of loans. Verified collateral documents, valued properties through comparable analysis, NRV and NPV: reviewed borrower financials, calculated metrics like debt service coverage in order to make recommendation to committee. Partnered with internal teams to work through two external full program audits required by the FDIC that placed our institution in the top ranks of the loss-share program. Show less

Dallas/Fort Worth Area

Participated in the valuation and modeling of more than $450 million worth of Enhanced ETC's and CRE for possible acquisition.

Austin, Texas Area

Conducted post-mortem (root cause) analysis of a failed biomedical device launch. Ran fundamental analysis of market trends, and opportunity, using tools like SWOT and Porters five forces analysis. Aggregated market information on consumer preferences and product device trends, condensed all available information and created prototype mockups and a pitch for a 2.0 re-launch which was presented to the company CEO. Received 5/5 "excellent" rating from client during project review.

Master Of Business Administration - Mba, 3.9 Gpa

Activities and Societies: Investment Club, Investment Pitch Competition, Venture Club, Stock Market Competition, MBA+ project..

Bachelor'S Degree, Economics

Activities and Societies: Club Tennis, Club Volleyball