Austin Bates Email & Phone Number

New York, New York, United States

- Deliver primary asset management services to the CRE group at Deutsche Bank on ~$750mn of commercial real estate debt investments / originations made by the Balance Sheet, High Yield, and Real Estate Loan Syndicate groups.- Interpret all relevant legal documents, including loan, participation, lease, and operating/management agreements, as well as an in-depth review and analysis of financial statements, lease proposals, and detailed budgets.- Coordinate and work directly with underwriting and credit analytics team to provide valuable and pertinent information related to market, historical and forward-looking cash flows, Borrower’s business plan (and execution of such plan), and implications of loan restructures / modifications.- Construct cash flow models to analyze potential shortfall scenarios and financial covenant triggers (LTV, DY, and DSCR), as well as determining forward-looking interest and carry costs reserves across various stages of the Property cycle (i.e. Construction, lease-up, sales velocities).- Prepare and present quarterly / annual reviews of assets, as well as amendment request forms related to all aspects of the loan agreement and property-level, credit required approvals to the bank’s investment and credit committees.

New York, New York

- Prepared all relevant work for senior level asset managers, which entailed curating financial models, maintenance of in-place rent rolls, preparing memorandums for presentation to the client, collating market data, and efficiently completing any ad-hoc requests pertaining to the underlying collateral and debt.- Created a comprehensive Condo Sales Velocity tracker that was implemented companywide to allow the client to track real-time sales velocity vs. sales velocity projections at origination.

Robbins, North Carolina

- Maintain all responsibilities as a Financial Analyst. Senior Financial Analyst role entails review of all Financial Analyst’s work for consistency and quality before submission to the client. - Train new analysts in all standard underwriting processes within the financial model and lead team meetings on topics that will improve efficiency and quality. - Manage and maintain work flow for all analysts while ensuring a punctual turnaround time.

Robbins, Nc

- Complete preliminary underwriting, project future cash flows, and conduct cash flow analysis on 750+ commercial real estate properties across the U.S., valued at over $50+ Billion to help inform the client on appropriate loan proceeds for acquisition, re-financing, and loan defeasance. - Responsible for reviewing and completing underwriting template for rent rolls, historical cash flows, and pro formas, while creating borrower, market and property narratives. - Loan analyses varied between single property transactions and multi-property portfolios. - The largest single property transaction was a $2.2 Billion office in New York City. - The largest portfolio consisted of 27 medical offices valued at $2.5 Billion with locations throughout the U.S. - Underwent Argus DCF training, utilizing Argus rent rolls and Argus cash flow reports. - Awarded Rookie of the Year Award for 2017 as well as Employee of the Month for February, 2018. - One of a select few employees to undergo four week leadership and management training.

Wilmington, North Carolina Area

- Oversaw and managed all aspects of the sales, ordering and manufacturing process of RyderRacks. Developed, led and implemented sales strategies. - Worked directly with President in multiple facets of strategic marketing, product development, operations and sales resulting in a growth of 183% over 17 months - Cultivated sales leads and fostered relationships with dealers, distributors and companies across the nation, utilizing CRM’s of both Salesforce and Pipedrive - Spearheaded dealer program for national distributors- Collaborated with President to create sales/marketing internship for college students. Manage, trained and oversaw intern’s performance - Co-led social media and advertising campaigns

Wilm

- Part of an analyst team that managed a $1.4 million portfolio for the Cameron School of Business focusing on the Consumer Discretionary Sector- Researched and screened companies through Bloomberg Terminal and screened the sector using EV/EBITDA and other relevant multiples to identify undervalued opportunities- Conducted valuation analysis using intrinsic value (DCF, DDM, EPV) and relative valuation methods- Created equity research reports and pitched to the endowment board on investment opportunities. The board accepted our recommendations and has since produced a 23.3% return as of April 1, 2017.

Wilmington, North Carolina Area

Sales, Marketing, and Business Development position - Consulted business owners on their social media strategy and communicated how Stealz would add value - Led the growth of a new territory – Wilmington, NC - Responsible for all aspects of the sales process including lead generation, setting meetings, giving presentations, closing sales, and account management; Organized daily customer meetings into CRM and provided high quality customer service

Statesville, Nc

- Handled all client calls and directed them to appropriate persons in the office.- Delivered legal documents to various courthouses within 4 counties, real estate agencies, and banks.- Filled out and deposited checks daily in both Mr. Carpenter’s personal and Trust Accounts for clients. - Prepared various legal real estate documents.

Non-Degree Program, Schack Institute Of Real Estate

Financial Modeling for Real Estate Development (Summer 2020)

Bachelor’S Degree, International Business And Finance, Spanish Minor

Activities and Societies: Sigma Alpha Epsilon

Study Abroad And Directed Independent Study

Research and report examining the differences of institutional frameworks, between the U.S. and Spain, that spur entrepreneurial activity.