Aaron Goldstein Email & Phone Number

Minneapolis, Mn, Us

Greater Minneapolis-St. Paul Area

We are a full service real estate team focused on tailoring a customized client experience for each engagement and can assist you with any of the following needs:Residential Purchases and SalesCommercial Purchases and SalesTenant RepresentationLandlord Representation1031 Tax- Deferred ExchangesInvestment SalesProperty ManagementReal Estate Investment ConsultingWe are a solutions-focused team of agents that work diligently and creatively to ensure our clients goals are met. We're passionate about all facets of real estate and would love an opportunity to work hard for you!

Greater Minneapolis-St. Paul Area

Goldy Properties seeks to acquire multi-family properties ranging from 2-20 units in the Twin Cities; Additionally, we are passive investors in partnerships that have acquired larger multi-family and commercial properties.

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

-Represent buyers and sellers of commercial, residential and investment properties -Syndicated partnerships that acquired 2 apartment buildings (55 total units) and 25,000 SF of warehouse space in transactions totaling over $6.1 million

Greater Minneapolis-St. Paul Area

-Maintain financial records for an SBIC private equity fund with $250 million in committed capital -Calculate management fees and capital account allocations in accordance with the terms of the Limited Partnership Agreement-Propose capital call allocations to Investment Committee based on fund models; Responsible for monitoring and tracking application of debenture leverage within investment portfolio -Participate in weekly review of new investment opportunities -Prepare quarterly financial reports for investors and comply with ad hoc investor data requests-Execute capital calls and cash disbursements -Document historical cash flows of the Fund for IRR and other return calculations -Coordinate and oversee year-end audit and tax preparation with external service providers-Assist with preparation of required SEC filings including Form ADV and Form PF-Facilitate quarterly meetings of the Limited Partner Advisory Board-Ensure fund is operating in compliance with SBA regulations and maintain critical relationship with Fund’s SBA Analyst

Greater Chicago Area

-Specialized in audits of private equity funds, and also performed audits of hedge funds and fund of funds-PE Funds ranged in size from $35 million to $300+ million in commitments-Prepared financial statements under SBIC and GAAP Basis methods of accounting-Reviewed and edited the Participating Securities Distribution Worksheet (PSDW) and SBA Form 468 for SBIC Funds.-Analyzed the valuations of portfolio companies held by private equity funds-Used Capital IQ to perform market comparison analysis -Coordinated daily engagement operations, including scheduling, managing staff, delegating tasks, and maintaining client relationships-Critically assessed client’s internal control structure to identify strengths and inefficiencies. Responsibilities included the planning and execution of the examination of client’s system of internal controls, and identification of key monitoring controls.

Chicago, Il

Master Of Business Administration (Mba), Finance & Strategy, Execution And Valuation, Graduated With Distrinction

Activities and Societies: -Graduated with Distinction

Bachelor Of Science (Bs), Accounting

Activities and Societies: Alpha Epsilon Pi- President