Andrew Fortner Email & Phone Number

Joshua Tree, CA, US

Joshua Tree, California, United States

Yucca Valley, California, United States

Los Angeles, California, United States

• Lead the property management division overseeing a team of property managers and maintenance technicians for a portfolio of residential, short-term rental, and commercial real estate investments
• Increased occupancy of residential units from ~50% to 90%+ and developed new leasing strategies that kept occupancy rates over 90% for all commercial and residential properties
• Optimized return on residential investments by converting vacant units to short-term rentals when vacancies increased during the pandemic
• Developed annual budgets for more than 10 properties to optimize return and function of each property
• Oversaw and scheduled preventative maintenance and responded promptly to tenant maintenance requests
• Coordinated projects and services from vendors and contractors as needed by researching and identifying needs, negotiating contracts, monitoring progress, processing invoices, and ensuring open communication among team.

Greater Los Angeles Area

• Supervising and overseeing the direction of residential developments, ensuring that the client's specifications and requirements are met, reviewing progress and liaising with quantity surveyors to monitor costs.
• Outlining work plans, assessing resources and determining timelines for projects.
• Keeping project teams on-task with proactive control of budgets, schedules and scopes.
• Scheduling material deliveries, equipment repair and shipment transportation.
• Identifying issues and implementing appropriate solutions to ensure quick and effective remediation, including making change orders.

Irvine, CA

• Created and maintained entity financial models and development and acquisition pro formas in Excel and Argus for 20+ properties in residential, retail, commercial, and industrial developments in 18 states nationwide.
• Modeled the interaction of equity, debt, operations, acquisitions, and new business ventures for purposes of equity and debt issuances and to support operational decisions.
• Created investment summary packages that comprised of the project overview, financial analysis, economic overview, and market overview for each of the new developments seeking equity partners.
• Conducted top down analysis of potential real estate markets and crafted focused strategy to expand company’s housing business in 5 key markets.
• Performed feasibility studies and due diligence for all new real estate acquisitions.
• Analyzed operations to evaluate performance of the developments in meeting objectives, and to determine potential cost reduction, program improvement, or policy change.

Tustin, CA

• Secured entitlements, permits and found and procured financial funding sources.
• Coordination of due diligence efforts and oversight of design, construction, and compliance monitoring.
• Development and management of company internal database system that seamlessly provided information to all sectors of the company in Excel and Yardi.
• Assisting in analyzing, structuring, and managing the financial pro forma projections for 15 years of project life cycle – assuring funding sources adequately made projects feasible through thorough financial analysis.
• Point of contact between development, accounting, and property management sectors of the company – provided updates to each department.
• Worked on 12 projects in development (905 units total) through various stages of development – from inception to completion.

San Luis Obispo, California

• Restructured database programs in Excel to better suit the company’s needs.
• Account reconciliations – made sure correct information was inputted for each client in the database.
• Designing and preparing reports for management.

Newport Beach, CA

• Sourced and developed client bases and relationships and attended to their financial needs.
• Development of client portfolios through research of the economy, individual securities, mutual funds, etc.
• Prepared and lead ongoing client review meetings, ongoing service to existing clients as their needs change.
• Collaborated with lead advisors on strategies for risk/wealth management, including estate and tax planning.

San Luis Obispo, California

• Daily deposits and reconciliations.
• Managed financial reporting including AP, AR, weekly, monthly and yearly reconciliations.
• Completed financial reports on a regular basis and provided information to the accounting team.
• Resolved errors in financial reports and corrected faulty reporting methods.