Highly accomplished and results-driven professional with a proven track record in strategic financial management, portfolio optimization, and investor relations within the real estate and private equity sectors. Proficient in formulating financial strategies and implementing comprehensive business plans to maximize project returns. Skilled in cultivating strategic partnerships, articulating compelling vision and value propositions, and collaborating with institutional investors. Expertise includes risk management, compliance, and detailed financial analysis and modeling. Strong leadership in driving cross-functional teams of colleagues, consultants and investors to achieve exceptional results, with a keen understanding of the value of building relationships.KEY STRENGTHS• Strategy Development: Demonstrated success in delivering and implementing strategic business plans, including fund formation, detailed fund dissolution, debt payoff plans, tax management strategies, and formulate and enhance financial deployment strategies.• Investor Relations: Track record of delivering best-in-class communication to investors, with experience working closely with institutional investors. Proven ability to articulate value propositions, fund performance and delivering key metrics demonstrating optimal project returns while developing lasting strong relationships with investors.• Strategic Partnerships: Proven track record of establishing and nurturing strategic partnerships to enhance business growth and opportunities. Successfully collaborated with various stakeholders, including investors, fiduciary, and legal professionals.• Financial Strategy & Planning: Expertise in crafting and executing comprehensive financial strategies, including tax-efficient plans. Led the financial strategy for forming a private equity real estate fund, developing asset underwriting, and investor fund equity waterfall models. Insightful and detailed financial analysis, including robust financial modeling and reporting.• Tax Management: Proficient in implementing tax management strategies and ensuring compliance with tax regulations.• Risk Management & Compliance: Adept at identifying and mitigating risks, ensuring compliance with industry regulations. Implemented internal systems to track portfolio performance and enhancing financial deployment strategies to manage risks effectively.
Self-Employed
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Management ConsultantSelf-Employed Oct 2023 - PresentSan Francisco Bay AreaProvide consulting services for the formation of a private equity real estate fund focused on establishing an institutional platform for outdoor living assets.• Lead the financial strategy for the formation of a closed-end private equity real estate fund including developing an asset underwriting model and an investor fund equity waterfall model from inception to assess investor potential returns• Collaborated with the CEO to develop communication and outreach to potential investors
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Partner, Head Of Portfolio Mgmt/ CfoBarcelona Co-Living Jul 2019 - Aug 2021Barcelona, Catalonia, SpainDirected fund raising and investor relationship activities for a private equity fund focused on developing and operating Co-Living spaces in the Poblenou neighborhood of Barcelona. • Created and maintained investor database used for outreach for fund raising and responding to investor information requests and due diligence• Developed financing strategy and operational structure for successful fund structure
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Vice President, Portfolio ManagementSwift Real Estate Partners Jul 2015 - May 2017San FranciscoDirected portfolio management and investor relationship activities for two U.S. private equity real estate funds totaling commitments of approximately $750 million. • Lead the negotiation of co-mingled partnership agreements with more than twenty investors establishing legal and tax structuring with private pension funds, family office, and foreign investors • Oversaw reporting and communication with investors including the regular valuation of the portfolio • Implemented internal systems to track portfolio performance, property fair values, and projected returns • Member of investment committee- approved real estate transactions ranging from $20-$100 million • Chaired finance committee that set the company’s debt and hedging strategy - Negotiated $100M subscription line and oversaw the placement of debt and refinances on all properties • Directed team of finance and portfolio managers that oversaw the company’s financial performance including the company’s treasury function including investor capital calls and distributions and oversight of tax and audit compliance -
Director, Portfolio ManagementPrologis Sep 2006 - Jul 2014Directed portfolio and asset management activities for three U.S. based private equity industrial real estate funds totaling approximately 11.8 million square feet with a collective fair value of approximately $900 million.• Developed and implemented portfolio-level strategy including annual business plans that included fund disposition and debt payoff plans• Developed financial model for Fund dissolution plan that had various exit strategies for investors• Corresponded with private equity investors on a regular basis through annual investor forum presentations, quarterly review calls and quarterly reporting package• Reviewed and approved capital expenditure budget while providing recommendations to maximize sale value at liquidation• Oversaw the development and equity funding of 1.6 million square feet from acquisition through entitlements, construction with local developers, leasing and disposition, which included the negotiation of leases and purchase and sale agreements.• Created and maintained hypothetical models to forecast and analyze projected returns based on IRR and discounted cash flows for corporate projections and joint venture partner meetings • Negotiated and directed third party contracts including developers, brokers, property managers • Conducted periodic valuation and hold/sell analyses -
Financial AnalystLennar May 2005 - Sep 2006San Francisco Bay AreaProvided financial analysis focused on the underwriting of potential acquisition and development opportunities of two master planned developments totaling 18,500 homes and 2.3 million square feet of commercial space as well as five condo conversion properties totaling 1,600 homes•Created and maintained detailed cash flow analysis for various operating and development assets (master planned developments including commercial operations, condo conversions, and residential vertical developments)•Underwrote and analyzed potential acquisition and development opportunities including preparation and presentation of corporate investment committee reports•Led discussions with project managers, engineers, and joint venture partners to determine strategic development alternatives to maximize returns -
Experienced Senior AssociatePwc Nov 2002 - May 2005Provided assurance and business advisory services for a diverse real estate client base including real estate investment trusts, multifamily developers and private investment funds•Read and interpreted clients’ partnership agreements to determine proper income allocation, preferred returns and promote distributions•Performed consulting services on due diligence for acquisitions and allocation of partner proceeds in connection with sales of real estate assets while supervising teams ranging from two to seven staff -
Experienced AssociateKpmg Us Jun 2002 - Nov 2002San Francisco Bay AreaProvided assurance and business advisory services for a diverse real estate client base including real estate investment trusts, multifamily developers and private investment funds •Drafted financial statements and footnote disclosures for various clients •Performed comparative financial statements, ratio, and trend analysis -
AssociateAurthur Andersen Oct 2001 - Jun 2002San Francisco Bay AreaProvided assurance and business advisory services for a diverse real estate client base including real estate investment trusts, multifamily developers and private investment funds•Drafted financial statements and footnote disclosures for various clients•Performed comparative financial statements, ratio, and trend analysis
Dan Stephens Education Details
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Business Adminstration Major In Accounting
Frequently Asked Questions about Dan Stephens
What company does Dan Stephens work for?
Dan Stephens works for Self-Employed
What is Dan Stephens's role at the current company?
Dan Stephens's current role is Portfolio Management/ Asset Management.
What schools did Dan Stephens attend?
Dan Stephens attended University Of San Francisco.
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Dan Stephens
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Dan Stephens
Grand Rapids, Mi2owlcomputing.com, owlcomputing.com3 +161664XXXXX
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