I am a professional real estate strategist/analyst, who has delivered successful investment strategies to provide long-term stability and superior performance for clients. Some of my key experience and capabilities include:• Leadership and mentoring – managed teams at both Jones Lang LaSalle and Hermes and mentored individuals at Tesco Pension Investment• Team work within real estate – worked with internal and external teams including investment managers, lawyers, investment bankers etc., on numerous investment deals• Collaboration across investment classes - involved and collaborated with individuals/teams ensuring best possible outcomes and results are generated. Not only from within Real Estate teams but also working with PE, Hedge fund, bonds and equity teams• Complex financial modelling and deal underwriting - underwritten hundreds of deals from single assets through to multi-asset/multi sector deals of significant value and a significant number of JV/collective investment vehicle/fund offerings• Strategic thinking and portfolio structuring – defined and oversaw implementation of innovative client strategies including authoring client strategy reports • Sophisticated ideas and ability to communicate – at the forefront of a variety of innovations including debt structuring between Real Estate and the internal bond team, authoring of sophisticated waterfall payments to developers/investment managers, co-produced one of the earliest asset performance projection systems in the market• Depth of understanding of risk and return - developed various risk assessment methods for use with single assets, portfolios etc. These were created to understand and quantify what risks might exist and also potentially offer a way to mitigate some/all of the risks• Problem solving –analysing and assessing scenarios/situations and provide appropriate solutions• Exceptionally numerate –understands and forensically examines complex financial information• Negotiating- acted as lead and within a team negotiating performance fees, purchase valuation, KPI's etc.• Presenting - presented at a number of conferences covering a variety of topics including risk identification and mitigation, investment strategy, impact of debt, use of derivatives, valuing sustainability etc.• Markets experience – within real estate: single assets, portfolios of assets, going concerns, debt (use and impact), Equities, CMBS, debt funds, derivatives, LP's-JV's-CIV's, global assets (single asset and funds), impact of FX on overseas investments
Listed skills include Investments, Derivatives, Portfolio Management, Strategy, and 23 others.