Erik Gilliland Email & Phone Number

Plano, Tx, Us

San Antonio, Texas, United States

Recruited to oversee performance reporting, implement industry best practices and standardization, and build an analytical platform to utilize and understand investment performance drivers. Directly involved in calculating, reporting, and analyzing all the performance returns for all the company’s funds and underlying investments, with a team of two direct reports. I report directly to the chief financial officer.Key achievements: ◈ Delivered insight on portfolio-wide performance drivers from curated data extracted from the state-of-the-art analytics platform to the management team for strategic decision-making. ◈ Heightened the granularity and consistency of the portfolio analysis with standardized metrics and accounting books used for performance reporting and the modernization of a new property account tree. ◈ Led the implementation of Yardi to automate and revamp the performance reporting capabilities at the fund, investment, and property levels. ◈ Pioneered the use of investment-level performance returns with Yardi’s investment return codes for marketing track records for more than 10 years by mapping properties to their investment-level performance. ◈ Synthesized the fund-level reporting templates for uniformity in performance components to calculate returns.

Dallas, Texas

Promoted to oversee the global performance team, standardize the work streams, and develop an analytical platform to convert performance data and sector performance drivers into actionable insights. In this role, I instituted industry standards and best practices to improve the investment strategy and performance using benchmarking, attribution analysis, and operational analytics. Managed a team of 4 direct reports and reported to the Chief Operating Officer.INVESTMENT PERFORMANCE◈ Elevated the investment strategy’s efficacy, introducing upgraded performance analytics capabilities for trends in returns and performance of the multi-billion-dollar portfolio through a new database listing 800+ properties spanning ~15 years. ◈ Oversaw the performance return calculation and reporting capabilities for clients and industry organizations such as NCREIF and MSCI across global regions.◈ Led the Global Investment Performance Standards (GIPS) verification for all the direct real estate funds. ◈ Headed Yardi’s Performance Module implementation and converted all properties and ten funds to a new reporting platform, phasing out legacy systems. DATA GOVERNANCE◈ Stewarded the adoption of GIPS 2020 Standards and the movement of assets from non-core to core composite as the chair of the Performance Oversight Committee charged with conformance to industry standards. ◈ Contributed to the on-target definition of data metrics, data dictionary, and technology platforms critical for enhanced, precision-driven investment decision-making as a voting member of the Data Governance and Technology and Operations committees.

Dallas, Texas, United States

Brought on board to forecast the rent growth and returns for all investable US Markets based on previous experience with domestic and international markets. In this role, I reported to the Head of North America Research.Key achievements: ◈ Oversaw market research, forecasting of market fundamentals, and identification of new investment opportunities in the southern United States in collaboration with junior research analysts. ◈ Created advanced econometric models to predict market fundamentals and investment returns across metropolitan markets and property types for strategic asset allocations. ◈ Delivered critical insights based on comprehensive research and data analysis to the Investment Committee and Investment Strategy Group for multi-billion-dollar portfolio management. ◈ Spearheaded the development of an investment performance forecasting system across various submarkets and micro-locations.

Current responsibilities include performing research on economic and real estate trends in all domestic and international industrial/warehouse markets. Research is presented to investment and development teams to make decisions on new projects and acquisitions. Additional duties include forecasting real estate trends (vacancy, absorption, and rent) for U.S. and international real estate markets. Developed the framework and currently maintain all databases to track real estate fundamentals (vacancy, absorption, and rent) and various demand drivers (global trade, air cargo, and port statistics). Assisted in developing a tenant-based survey, Industrial Business Indicator, to gauge business and space activity amongst AMB tenants using a diffusion index.Create reports on domestic and international markets that are presented to investors to help raise capital to finance new acquisitions and development projects.Use a unique model, Industrial Absorption Indicator, to forecast U.S. industrial demand. Developing models to forecast industrial demand in Asian and European markets using trade growth and container traffic as determinants of demand.

Responsibilities included performing research on economic and real estate trends for the Columbia, Charleston, and Greenville metropolitan areas. Created and maintained databases used to track transactions, employment trends, and quarterly property trends in commercial real estate markets across South Carolina. Successfully ramped up Colliers Keenan’s Research Department as the company’s first Research Analyst.Conducted survey of tenants to obtain vacancy statistics and wrote semi-annual research reports summarizing data and trends.Created in-depth reports detailing the local economy, commercial real estate markets, and trends.

Built a unique model to create a quarterly history of real estate data, including inventory, vacancy, absorption, and rent for defined submarkets in 54 metropolitan areas utilizing a combination of broker data, construction data from the Dodge/Pipeline product, rent data from NREI, and analysts’ knowledge of each metro. Responsibilities included performing analytical research on commercial real estate markets in several U.S. metropolitan areas. Analyzed market trends from internal and external sources to write reports that were presented to clients. Provided data points (vacancy and construction completions) that the forecast team used for the company’s quarterly forecast.Managed the development of the company’s new submarket product for the apartment, office, and warehouse sectors by creating a time series of historical data (absorption, completions, vacancy, and rent) using a variety of data sources.Conducted in-depth research on commercial real estate trends in several large metropolitan areas.Built and maintained new relational databases in Microsoft Access to streamline research and increase company efficiencies.

Ma, Economics

Ba, Economics