Joshua Greer Email & Phone Number

Austin, Texas, United States

• Director, Real Estate Structured Finance, Central Region Manager
• Lead originator for Commercial Mortgage-Backed Securities (CMBS), Single Asset – Single Borrower (SASB), and Balance Sheet executions for the central region.
• Managed relationships with Bank of America’s Merrill and The Private Bank Global Wealth Investment Management (GWIM) and financial advisor network for the central region.
• Seasoned leader with extensive experience managing internal and external teams in all phases of deal transactions.
• Performed detailed financial analysis of borrowers and properties to determine risk profiles, including reviewing financial statements, property appraisals, leases, and other relevant documentation.
• Negotiated loan terms with borrowers, including loan amounts, interest rates, repayment schedules, and reserves.

• Vice President
• Orchestrated negotiations and facilitated the documentation for acquiring third-party management of approximately 60 self-storage facilities, propelling Platinum Storage Group into the Top 10 of Inside Self Storage’s.
• Directed the debt strategy for a portfolio encompassing over 100 facilities, totaling approximately 5.7M square feet under management.
• Directed the identification and assessment of new acquisition opportunities.
• Managed comprehensive due diligence and meticulous closing processes for acquisitions, ensuring seamless transitions.
• Negotiated joint venture equity partnerships and strategic alliances to amplify company growth and market presence.

• Vice President
• Orchestrated the origination, underwriting, and structuring of new debt requests, with a focus on CMBS execution, leveraging strategic relationships with GE Capital, RBC, Countrywide Commercial Real Estate Finance, and.
• Produced offering memorandums to illuminate investment merits and potential issues, guiding clients in making informed financing and acquisition decisions.
• Evaluated prospective real estate investments, conducting valuation, cash flow modeling, sensitivity analysis, and joint venture cash flow waterfalls for direct real estate investments across various Buchanan Street.