• Analyzed Covid-19 impacts on the fund’s portfolio through sponsor outreach, underwriting revision and asset analysis resulting in upper-management making better decisions and beat portfolio IRR expectation by ~2.5% • Evaluated the Offering Memorandum of a potential Nashville development, ultimately deciding it not worthwhile as there was no clear exit plan, aggressive promote strategy and added risk of a development deal during Covid-19, therefore, maintaining an efficient and focus allocation of the portfolio’s funds• Sourced a potential investment opportunity through Loop Net and determined the possible upside of the investment by identifying demand drivers in the market, current market conditions and creating a Back of the Envelope financial analysis increasing the potential for added fund returns

• Spearheaded a multifamily apartment complex case-study with a full property underwriting and ultimately concluded that the assumed purchase price, and, therefore, the debt service associated with the property would impede on the returns. Making it an unattractive investment opportunity • Presented a range of real estate topics including investment metrics, investment vehicles and the capital stack structure; amplifying peers understanding of the material and boosting the engagement of the overall team • Analyzed a variety of asset classes from underwriting to development to lease up and identified trends in the real estate market through analyzing net absorption, tenant credit, cap rate compression/decompression and market rent growth leading to engaging conversation with guest speakers such as JLL, Greystar, Acadia Realty and Angelo Gordon

• Completed an Excel model that tracks the expected one-year return of 170 stocks through quantitative and qualitative analysis allowing The Blu Fund to cross-reference their own stock underwriting and identify potentially missed opportunities in the market• Presented selected investment opportunities to upper-management chosen by analyzing stock price, earnings and cyclical trends enabling The Blue Fund to diversify their portfolio • Orchestrated a step-by-step manual for the model by breaking down each function’s use, connection between sheets and insights to be gained from the model, granting The Blue Fund and easy transition and accessibility to the completed model

-Researched the application’s database to identify user metrics and patterns of posting popularity-Developed 10+ theme-based groups from user posts sent and published on various sites such as BuzzFeed

-Strategically utilized Excel and data analysis to recommend process improvements that contribute to the company’s development -Analyzed competitor prices, shipping costs and volume sales to strategize optimal subscription prices

-Supported efforts to process applications and loan documents for underwriting-Evaluated crowdfunding deals on platforms, such as Peerstreet, CrowdStreet and RealtyShares, to compare deal metrics-Developed PowerPoint presentations to compare real estate offerings