Brendon Bergen Email & Phone Number

Solana Beach, Ca, Us

Carlsbad, California, United States

Gardena, California, United States

San Rafael, California, United States

San Diego, California

Asset Management and Dispositions

Greater San Diego Area

Premier Multifamily developer and owner specializing in Affordable Housing throughout California with 36 properties with over 3000 units; obtained over $750M in Public financing

California Bank and Trust part of Zions Bankcorporation (ZION)Analyzed $4B real estate portfolio in multiple Western US markets at the loan level and portfolio level for overall performance and risk, deal structure, workouts, and the provision of loan loss reserves. Created and analyzed financial statements and other financial documents to aid management in the decision making process; i.e. valuation, budgeting, forecasting, financial modeling, reconciliationPrepared short and long term financial planning, reports of key performance indicators, ad hoc analysis reports, economic valuations and cost benefit analysis. Analyzed the transition of FDIC supported assets from the acquisition of Vineyard and Alliance banks. Responsible for the forecasting and reporting different risk classes of Commercial Real Estate loans.

Regional land investment and development company in once fast growing Inland Empire with assets in excess of $500M and $1B in planned real estate development projectsIncome Properties/ Asset ManagementFinancial, planning, and analysis for the performance of a $500M portfolio of income-producing properties making recommendations for optimal valuation and efficiency by maintaining lease-up, rent rolls, operating budgets, CAM reconciliations and capital expenditures.Streamlined process of creating, compiling, and reporting monthly/quarterly/annual budgets, forecasts, and reports among divisions which were prepared and presented to Senior Management.Valuated portfolio, its cash flow, and product mix in process of obtaining $70M cash infusion.Provided support for GAAP compliance of historical financial statements I/S and B/SCoordinated and explained variance analysis and TIC for property managers through careful comparison and analysis with general ledger. Commercial DevelopmentLead analyst for $350M regional shopping center in Hemet, and support analyst on a $500M mixed-use project in Murrieta.Developed complex financial models via Argus and Excel for various return analyses on the conceptual site plans of commercial development projects contrasting layouts via ROI, ROE, and IRR measures.Streamlined use of assumptions among divisions through heavy market analysis and research.Created offering and investment memorandums for ten projects approximately $30M in size.Coordinated entitlement and construction budgets with project managers monitoring schedule and cost.

Holding company with multiple revenue streams including $6M Heavy Construction Company, $3M trucking company and $23M in real estate development projects Financial Management Highlights:Successfully cross- collateralized 3 business units to cultivate $23M in real estate development efforts.Secured $1.6M in equity and $3.5M debt financing at 1.5% below Prime from Key Bank. Accountable for business plans and loan packages resulting in <6% LT-debt financing for 90% of TDC.Increased firm's Revenue 40%, ROE 6%, and Profit by 2% through management and implementation of internal accounting, budgeting, and CF management strategies.Real Estate Development Highlights:Development Associate for $20M high-end residential Infill project achieving >30% IRR.Spearheaded the acquisition of an 18 acre industrial Brownfield site from ArcelorMittal (NYSE:MV).Oversaw remediation, renovation, and reuse of 65,000 SF warehouse into profit center with NOI 175k.Initiated and secured long-term lease with largest privately-held U.S. Company, the Cargill Corporation which led to a 3 month Lease-up period and $700k increase in value.2008 City of Cleveland Department of Economic Development Award of Excellence

Improved the credit quality of loan portfolios from $5 to $10M by evaluating creditworthiness and managing risk in various financial analyst roles.Elevated to highest analyst position and assisted underperforming analysts on team.Selected by Senior Management for various Leadership Development Programs.

Ba, Psychology, English Literature, Family Studies

Master Of Business Administration - Mba