• Directly responsible for all acquisitions, management, and oversight of real estate transactions ensuring positive cash flows and long term success• Conducted cost-benefit analyses using both the balance sheet and income statements to ensure all investments have positive cash flow • Communicated frequently with property manager to verify completion of property maintenance• Organized all projects and prospective investments to ensure a well-maintained budget• Managed relationships with clients, service people, and property managers resulting in lasting opportunities to build a vast network• Acquired adequate funding in order to finance the operations of the business

• Conducted model refreshes for securities to provide updated information necessary for investment decisions• Analyzed corporate credits with a focus on the BDC and REIT securities• Organized market research surrounding various credits to form a sound thesis for investment decisions• Completed sector analysis to understand differences in portfolio allocation for different companies within the same industry

• Responsible for accurate financial modeling of potential investments using software such as Argus, Excel, and nCino • Assisted underwriters and analysts in the underwriting and analysis of investments into multi-family, industrial, retail, and self-storage properties ranging in value from $10M to $115M • Conducted annual financial reviews for individual and portfolios of assets • Calculated and recorded various debt metrics to analyze financial standing of properties including LTV, DSCR, and DY. • Drafted fact sheets and investment synopses for the review of portfolio managers regarding the critical details of potential investments