Greg Smith Email & Phone Number

Los Angeles Metropolitan Area

Santa Ana, Ca

RECENT ENGAGEMENTS•Working with the City of San Carlos to provide finance and analysis support for two prospective affordable housing developments.•Provided financial analysis review for the City of Stanton of one 81-unit affordable housing development.•Working with the County of San Diego on five separate affordable housing developments. This includes evaluating the developer’s underwriting and ensuring that their proposal is consistent with HOME funding requirements. •Worked… Show more RECENT ENGAGEMENTS•Working with the City of San Carlos to provide finance and analysis support for two prospective affordable housing developments.•Provided financial analysis review for the City of Stanton of one 81-unit affordable housing development.•Working with the County of San Diego on five separate affordable housing developments. This includes evaluating the developer’s underwriting and ensuring that their proposal is consistent with HOME funding requirements. •Worked with the City of Lynwood on a 66-unit affordable housing development and an adjacent commercial property.•Completed a valuation analysis for new covenants on a 151-unit existing development in Glendora, CA. •Provided my economic analysis on various developments for the Irvine Community Land Trust. This is for two NOFA’s, and the projects were for-rent and for-sale affordable housing Show less

Irvine, California, United States

Greater Los Angeles Area

- Acquisitions, underwriting, and finance: underwrite all developments including tax credit 9% and 4% executions via various excel models. Train project management staff in affordable housing pro formas.- Affordable housing applications: experience in various affordable housing applications including 4% and 9% LIHTC, NPLH, VHHP, IIG, local funding sources, project based vouchers, RFP’s, city and county NOFA’s, and inclusionary funding. Act as company liaison on all activities with debt… Show more - Acquisitions, underwriting, and finance: underwrite all developments including tax credit 9% and 4% executions via various excel models. Train project management staff in affordable housing pro formas.- Affordable housing applications: experience in various affordable housing applications including 4% and 9% LIHTC, NPLH, VHHP, IIG, local funding sources, project based vouchers, RFP’s, city and county NOFA’s, and inclusionary funding. Act as company liaison on all activities with debt and equity partners.- Project management: responsible for all activities from beginning to close. Review 3rd party reports, financial information, title reports, market info, legal docs, etc. Manage architects and various consultants on the design of each project. Show less

Irvine, Ca

- Acquisitions, underwriting, and finance: underwrite all developments including tax credit 9% and 4% executions via various excel models. Act as company liaison on all activities with debt and equity partners. - Entitlements: oversee critical aspects of the entitlement process. Develop and maintain project timelines. Meet with city planners and attend planning commission and city council meetings. Manage the design process via support from architects, civil engineers, and other… Show more - Acquisitions, underwriting, and finance: underwrite all developments including tax credit 9% and 4% executions via various excel models. Act as company liaison on all activities with debt and equity partners. - Entitlements: oversee critical aspects of the entitlement process. Develop and maintain project timelines. Meet with city planners and attend planning commission and city council meetings. Manage the design process via support from architects, civil engineers, and other consultants.- Affordable housing applications: experience in various affordable housing applications including 4% and 9% LIHTC, AHSC, VHHP, IIG, local funding sources, project based vouchers, RFP’s, city and county NOFA’s, and inclusionary funding. Show less

Irvine, Ca

- Manage regional property managers: work with Regional Managers with the goal of maximizing investor cash flow. Participate in all major decisions and problem solving. Review monthly financials and approve annual budgets. Maintain compliance with all HUD matters. - Underwriting and finance: underwrite all acquisitions including tax credit and project based HAP contracts via various excel models. Act as company liaison on all activities with debt and equity partners. -… Show more - Manage regional property managers: work with Regional Managers with the goal of maximizing investor cash flow. Participate in all major decisions and problem solving. Review monthly financials and approve annual budgets. Maintain compliance with all HUD matters. - Underwriting and finance: underwrite all acquisitions including tax credit and project based HAP contracts via various excel models. Act as company liaison on all activities with debt and equity partners. - Transaction management: responsible for all activities from beginning to close. Review 3rd party reports, financial information, title reports, market info, and legal docs (etc.). Manage HUD approval and coordinate the closing of the purchase. Show less

Irvine, Ca

- Acquisitions and finance: canvassed submarkets for potential acquisitions, market analysis, and site inspections. Maintained relationships with brokers and packaged prospects, project planning, and redevelopment strategies. Special projects included: auditing and capitalizing operating expenses for Real Estate Owned, underwriting and packaging potential TIC offerings, and redeveloping 452-units that were damaged by Hurricane Katrina with insurance and adjuster.- Underwrote… Show more - Acquisitions and finance: canvassed submarkets for potential acquisitions, market analysis, and site inspections. Maintained relationships with brokers and packaged prospects, project planning, and redevelopment strategies. Special projects included: auditing and capitalizing operating expenses for Real Estate Owned, underwriting and packaging potential TIC offerings, and redeveloping 452-units that were damaged by Hurricane Katrina with insurance and adjuster.- Underwrote acquisitions and arranged financing: maintained relationships with various financial brokers, lenders, and JV partners. Prepared market analysis on a general market and sub-market basis. Prepared preliminary loan/finance packages for submission to lenders and equity partners. Prepared all aspects of “Sources & Uses” of funds, construction/renovation budgeting, and total project financial modeling. Performed project and market due diligence and managed the transaction process.- Internal asset review of existing portfolio: prepared schedule of real estate and advised on corporate and principal financials. Underwrote dispositions with IRR tables and completed waterfalls to the extent of distribution to funds and individuals. Had responsibility for the valuation of investment funds and individuals’ equity in projects via legal agreements and property valuation. Show less

Newport Beach, Ca

- Advanced in Income Valuation (Argus). Underwrote with Excel templates. Prepared market research which included absorption surveys and occupancy studies. Prepared special reports as required which included demographic analysis, economic studies, and metropolitan industry analysis.- Planned and scheduled own work load and responsibilities throughout the loan process. Coordinated the due diligence process throughout the origination of the loan. Continued correspondence with all… Show more - Advanced in Income Valuation (Argus). Underwrote with Excel templates. Prepared market research which included absorption surveys and occupancy studies. Prepared special reports as required which included demographic analysis, economic studies, and metropolitan industry analysis.- Planned and scheduled own work load and responsibilities throughout the loan process. Coordinated the due diligence process throughout the origination of the loan. Continued correspondence with all parties involved in the loan transaction. - Provided closing coordination and servicing which included acting as liaison with the servicing department. Conducted site inspections, met with clients and Property Management, and took photos of properties and prepared reports. Show less

Anaheim Hills, Ca

- Advanced in Income Valuation (Argus and Excel) through market sale and rent data.- Analyzed assets on an annual basis through review of appraisal, payment history, book value, interest rate, principal and/or interest payment, property tax payment status, market data, rent roll, operating statements, balance sheet, guarantor financial information, loan documents (Note, Deed of Trust, Final Approval, Lease Agreements, Loan Security Agreement, etc.), and other relevant… Show more - Advanced in Income Valuation (Argus and Excel) through market sale and rent data.- Analyzed assets on an annual basis through review of appraisal, payment history, book value, interest rate, principal and/or interest payment, property tax payment status, market data, rent roll, operating statements, balance sheet, guarantor financial information, loan documents (Note, Deed of Trust, Final Approval, Lease Agreements, Loan Security Agreement, etc.), and other relevant information.- Met with borrowers and conducted property site inspection reports. Show less

Bachelor'S Degree, Business/Marketing

Education record