David Y. Chua Email & Phone Number

San Mateo, CA, US

Belmont, CA

• Manage the administration of the Chang Family Trusts, owner of Westlake Realty Group, Inc.
• Handle valuation of the Chang Family real estate portfolio for federal estate tax purposes.
• Execute asset disposition, including development of sales strategy, establishment of sales parameters, interview and selection of sales broker, and negotiation of sales contract.
• Oversee portfolio insurance policy and internal premiums allocation across properties.
• Advise Senior Vice President – Asset & Portfolio Management on development JV negotiations.
• Partner with CFO on financing activities across real estate portfolio and the Chang Family Trusts.

San Mateo, CA

• Managed the investment performance of a $360 million commercial portfolio consisting of over 1.2 million square feet of office/retail/industrial properties.
• Directed a team of 13 in-house property management personnel.
• Developed and implemented strategic plans, capital and operational budgets, and leasing strategies.
• Managed all aspects of lease negotiations, restructuring, workouts, and terminations.
• Executed asset disposition, including development of sales strategy, establishment of sales parameters, interview and selection of sales broker, and negotiation of sales contract.
• Coordinated refinancing due diligence activities and preparation of deliverables.

San Mateo, CA

• Co-managed the Commercial Division team with the retiring Vice President and General Manager as part of succession planning.
• Oversaw a team of 11 in-house and third-party property management personnel.
• Developed and implemented capital and operational budgets
• Assisted in lease negotiations, restructuring, workouts, and terminations.

San Mateo, CA

• Analyzed markets, conducted due diligence, and performed feasibility studies of proposed projects.
• Prepared project financial analyses, budgets, and schedules.
• Assisted in obtaining governmental approvals, variances, and community support.
• Assisted in vendor selection and negotiations.

San Francisco, CA

• Managed a $20 million commercial real estate portfolio, including strategic planning and execution, capital and operating budgets preparation, lease negotiations, and property management oversight.
• Underwrote all investment opportunities, including analysis of income, expenses, capital expenditures, and cash flows.
• Managed property acquisitions/dispositions, including authoring letters of intent, negotiating purchase and sale agreements, performing due diligence reviews, and coordinating debt/equity financings and closings.
• Maintained investment performance metrics, prepare investor reports, and oversee capital distributions.

San Francisco, CA

• Completed Bank of America’s first-ever Commercial Mortgage Backed Securities (CMBS) offering of over $330 million in securitized conduit loans.
• Performed collateral and bond structuring, pricing, portfolio hedging, interest rate risk monitoring, and conducted market research.

San Francisco, CA

• Provided financial analysis, operational and capital budgeting, and strategic planning for bank business units to control costs and maximize space utilization.
• Evaluated opportunities for revenue generation, expense reduction, and upgrades in a 1.3 million square feet bank branch repositioning program with a projected $50 million benefit over three years.
• Designed and developed an analysis model to serve as the “small projects” standard for the entire Corporate Real Estate Group

• Conducted financial analysis for the bank’s Real Estate Owned portfolio to assist Asset Managers in formulating divestment strategies to maximize disposition values on an all-cash basis.

Hong Kong

• Managed a fixed income portfolio in multi-currency bonds and money market instruments.

Hong Kong

• Assisted Senior Investment Manager in overseeing fixed income portfolios.

Mba, Real Estate & Finance

Ba, Economics

Education record

Education record