Agustin Peña Email & Phone Number

New York, NY, US

New York, United States

• Successfully served as the primary contact for investors, enhancing investor relations and providing comprehensive updates on company performance, strategy, and market conditions.
• Prepared and disseminated detailed reports, financial statements, and performance metrics, achieving a high level of transparency and regulatory compliance.
• Organized and led numerous investor meetings, presentations, and conference calls, resulting in increased investor engagement and confidence.
• Identified and sourced potential property acquisitions through broker networks, direct outreach, and industry connections, expanding the company’s investment portfolio.
• Developed and analyzed financial models that significantly improved the evaluation process for potential acquisitions, leading to better investment decisions.
• Negotiated favorable terms and conditions for property acquisitions, including price, financing, and contractual agreements, securing advantageous deals for the company.

New York City, NY- Miami, FL - Phoenix, AZ

• Reported directly to the president; combined consultative sales approach and financial expertise to create value-added solutions for individuals, small businesses, and corporate clients. Conducted in-depth market.
• Combined consultative sales approach and financial expertise to create value-added solutions for individuals, small businesses, and corporate clients.
• Conducted in-depth market research and analysis to generate profit/loss statements and forecast projections.
• Created effective sales presentations for a diverse range of investment clients.
• Successfully negotiated sales contracts and conducted timely follow-ups with attorneys, mortgage brokers, inspectors, and clients.
• Consulted clients on the best purchase and sale opportunities to help them build and sustain the best real estate portfolios based on their investment goals.

• Reports directly to the president; combines consultative sales approach and financial expertise to create value-added solutions for individuals, small business, and corporate clients. Conducts in-depth market research.
• Successfully consulted clients over the years on best purchase and sale opportunities in order to help them build and sustain the best real estate portfolio based on their investment goals
• Recruited sales agents, leveraging no fee strategies including cold calling, referrals, linkedin and other social networking sites, educational programs, and industry organizations.
• Managed background checks and referral checks and onboarded and trained team members
• Interacted some of the top Real Estate Executives and key stakeholders to establish, develop, and ensure overall success of capital restructure and key portfolio assets
• Provided asset advisory which has lead to strategic solutions in identifying investment opportunities, portfolio planning, debt & equity structuring and the resale of property holdings.

• Provided clients various income and expense model as well as pro-forma analysis to maximize and advise on merger and acquisition opportunities
• Partnered with telecommunications companies to monetize real estate revenue by adding network infrastructure to various corporate facilities
• Successfully sourced founding for acquisition of income producing properties which range from apartment buildings to development projects.
• Facilitated various sales transaction of Hotels, Apartment Complexes Industrial Sites, and Retail Centers

• Lead analytical projects, mentor Real Estate Analysts, and support Berko & Associates mortgage brokerage professionals and investment sales agents, all in the intention of meeting the needs of Berko & Associates.
• Support Mortgage Brokers and Investment Sales professionals in sourcing and executing business.
• Participate in marketing and sales efforts.
• Mentor and directs Real Estate Analyst on projects and deal-related tasks including cash flow and cost report analysis.

• Evaluate the real estate market, research, and monitor market conditions and trends pertinent for making sound investment decisions. While providing financial analysis relevant for the financing, acquisition.
• Maintaining and running financial models on existing assets and/or acquisitions, utilizing financial tools such as DCF.
• Creating sophisticated analyses for tracking and reviewing returns and performance on Asset and Fund levels.
• Consolidate, analyze, and model financial data, including budget analysis and income statement forecasting.
• Providing support in modeling and analyzing financial data regarding refinancing, acquisitions, and/or disposition of investments.

Master'S In Real Estate Finance And Investment

Bachelor Of Science, Real Estatefinance & Investment