Brian Reitzel, Cfa Email & Phone Number

Waterloo, Ontario, Canada

- Lead underwriting team in performing due diligence and preparing financial models to evaluate new development financing transactions ranging from $10MM to $200MM; underwrote over $1.8 billion of transactions to date. - Provide ongoing training, mentorship, and supervision of junior team members in financial underwriting and preparation of investor presentation materials. - Perform comprehensive reviews of underwriting processes; establishing and implementing best practices. -… Show more - Lead underwriting team in performing due diligence and preparing financial models to evaluate new development financing transactions ranging from $10MM to $200MM; underwrote over $1.8 billion of transactions to date. - Provide ongoing training, mentorship, and supervision of junior team members in financial underwriting and preparation of investor presentation materials. - Perform comprehensive reviews of underwriting processes; establishing and implementing best practices. - Collaborate with investor relations and capital teams on corporate capital raising and syndication efforts. - Member of the senior leadership team, providing strategic direction and operational oversight for the company. Show less

Waterloo, Ontario

- Effectively managed a portfolio of over $200MM in construction and land development loans. - Provided detailed financial and risk analysis for each project including the review of environmental site assessments, land title documents, pro forma budgets, and site plan agreements. - Conducted detailed market due diligence to support project valuations and prepared detailed reports on the financial performance for each project. - Provided timely and detailed updates to investors on… Show more - Effectively managed a portfolio of over $200MM in construction and land development loans. - Provided detailed financial and risk analysis for each project including the review of environmental site assessments, land title documents, pro forma budgets, and site plan agreements. - Conducted detailed market due diligence to support project valuations and prepared detailed reports on the financial performance for each project. - Provided timely and detailed updates to investors on project progress, variance analysis, and alternative action plans. Show less

Waterloo, Ontario

- Participated in the brokering of construction lending transactions resulting in the successful syndication of over 15 construction loans, representing $145MM in value.- Performed advanced financial modeling and risk analysis to evaluate the quality of various development types, including low-rise, high-rise, commercial, and land development.- Prepared investment proposals for prospective lending clients, highlighting investment merits and key project risks