Ashley Ulrich Email & Phone Number

• Student-managed series of closed-end real estate private equity funds totaling $18.6M+ in equity commitments• Analyzed 55+ investments (ground-up development and value-add), representing $4.3B in total capitalization across 7,000+ multifamily units and $5M SF commercial space (industrial, self-storage, office, retail, hospitality, etc.)• Responsible for deal sourcing, investment underwriting, investor relations, LP annual update presentation, JV agreement negotiations, portfolio optimization, building cashflow & waterfall models, sponsor relationships, and investment committee presentations

Charlotte, North Carolina, United States

• Conducted market and competitive property research, composed investment memorandums, and underwrote projects in mixed-use, multi-family, BTR, and office assets; prepared an RFQ for a P3 transit-oriented development opportunity• Prepared marketing materials to source leverage and equity; participated in investment committee meetings, tenant negotiations, value engineering, lender update calls, and Crescent Fund discussions with international partners• Developed and maintained relationships with capital partners, lenders, and brokers; communicated status updates and assistedwith deal closing, including due diligence coordination, JVA & loan document negotiations, and legal review

Chicago, Il

• Managed independently the P&L for near-prime installment loan products (domestic and international) and sub-prime loans for Australia, totaling $200M+ in annual revenue (40% of 2015 revenue)• Converted all pro-forma models into 3-statement format to improve earnings estimates after IPO• Collaborated weekly with product business leaders as part of a cross-functional team to drive product KPI improvement, grow revenue and EBITDA, and product line expansion; presented performance & forecast updates; represented Finance as member of the leadership team for the UK near-prime product launch• Spearheaded 1st formal annual expense budgeting process for all business units and products; led meetings with senior leaders of each unit to review actual expenses and form an annual expense budget

Chicago, Illinois, United States

Food, Beverage, Tobacco, Restaurant, Retail and Consumer Products sectors

Chicago, Illinois, United States

• Contributed to the credit rating of 220+ transportation & project finance entities including Public Private Partnerships (P3) and 60+ public corporates with annual revenues of $180M - $90B• Performed fundamental credit analysis as Lead Analyst on 25 companies, $6.8B+ combined total debt outstanding• Completed formal commercial credit training program• Conducted due diligence on new and existing issuers; reviewed bond indentures, credit agreements, and offering memorandums; consulted feasibility studies, industry research, and engineer reports for new construction projects• Interfaced frequently with institutional investors, investment bankers, & C-Level management• Constructed complex proforma models forecasting funding, liquidity, cash flows, and evaluate sector trends; performed stress tests, scenario analysis, sensitivities, and comparable analysis• Composed and delivered detailed presentations based on research; defended credit rating proposal in credit committees; communicated supporting credit rationale via press releases; coauthored industry research

Greater Chicago Area

• Supported 10 separate businesses with annual revenues of $2.3B working directly under the Controller• Executed reconciliation and analysis of the Balance Sheet ($490M in assets), journal entries of $4M+, account reconciliations, month-end and year-end close; monitored $200M of inventory including physical inventory variance analysis• Identified multiple company policy violations resulting in annual savings of $200k via weekly credit card statement audit

Schaumburg, Il

Master Of Business Administration - Mba, Real Estate, Graduated With Honors - Beta Gamma Sigma - Top 20% Of The Class

Activities and Societies: Teaching Assistant for 6 MBA Real Estate, Finance, Investment, and Marketing classes - Tutored MBA students.

Historic Preservation Graduate Certificate, Architecture, Interior Architecture And Historic Preservation, 4.0 Gpa

Dean’s Merit Scholarship Award Recipient The program is an extension of the Master of Science Historic Preservation program and is offered.

Bachelor Of Science - Bs, Finance

Experience with real estate finance, evaluation of risks, determination of capital structures, measures of costs and returns, allocation.