Ian Fitzpatrick Email & Phone Number

Huntington, Ny, Us

New York, New York, United States

Perform real estate analysis and due diligence for CMBS transactions to provide loan highlights andcommentary for investors by interpreting loan agreements, appraisals, investment committee and offering memorandums, lease agreements, property underwritings, and other financial statements.Populate and reconcile accounting and preliminary tapes with outside counsel to advise on term sheets,large loan writeups, annex footnotes, and prospectuses used to fulfill CMBS… Show more Perform real estate analysis and due diligence for CMBS transactions to provide loan highlights andcommentary for investors by interpreting loan agreements, appraisals, investment committee and offering memorandums, lease agreements, property underwritings, and other financial statements.Populate and reconcile accounting and preliminary tapes with outside counsel to advise on term sheets,large loan writeups, annex footnotes, and prospectuses used to fulfill CMBS transactions.Conduct market research on commercial real estate loans that contributed to conduit and SASB transactions to assist sellers in evaluating the performance of funded property loans and anticipate overall risk retention, probability loss, or default.Facilitate communication between rating agencies and sellers to ensure thorough exchange of property and underwriting information vital for accurate loan ratings and investor appeal in CMBS transactions. Show less

New York, United States

Supported the delivery of due diligence findings and real estate analysis for CMBS loan underwriting and debt consulting services.Provided analysis for senior stakeholders by reviewing and interpreting loan agreements, appraisals, investment committee and offering memorandums, guaranty agreements, lease agreements, property underwritings, and other financial statements.Conducted real estate market research by identifying and anticipating key trends from recently issued CMBS… Show more Supported the delivery of due diligence findings and real estate analysis for CMBS loan underwriting and debt consulting services.Provided analysis for senior stakeholders by reviewing and interpreting loan agreements, appraisals, investment committee and offering memorandums, guaranty agreements, lease agreements, property underwritings, and other financial statements.Conducted real estate market research by identifying and anticipating key trends from recently issued CMBS loans to provide weekly market updates to internal team members.Supported CMBS negotiations with client lending banks to identify underwriting criteria and pipeline. Show less

Ramsey, New Jersey, United States

Researched real estate investment market performance and projections by utilizing WSJ, The Linneman Letter, JP Morgan Market Outlook, and Yardi Matrix Reports in order to gain a broad understanding ofreal estate investment management focusing on institutional quality assets.Analyzed real estate asset profiles, investment transactions, property budgets, and overall year-endportfolio results to convey an authentic summary of company performance to investors.Collaborated… Show more Researched real estate investment market performance and projections by utilizing WSJ, The Linneman Letter, JP Morgan Market Outlook, and Yardi Matrix Reports in order to gain a broad understanding ofreal estate investment management focusing on institutional quality assets.Analyzed real estate asset profiles, investment transactions, property budgets, and overall year-endportfolio results to convey an authentic summary of company performance to investors.Collaborated with all levels of the real estate investment firm including Principals and executive management to update the firm’s annual letter to investors summarizing 2021 performance. Illustrated comparative performance between multifamily properties, projected budget, and forecasted projections. Showcased performance outcomes from $800MM in assets transcending the company culture, vision, and values. Show less

Analyzed product sales, forecasts, and inventory using data analytic tools that exported raw data from SAP/ERP system into a MS Excel-based reporting model. Analyzed stock out reports from SAP-BOBJdatabase and developed KPIs measuring lost global revenue versus budgeted global sales.Enhanced product risk management tool by creating and uploading BOMs into team SharePoint toimprove visibility of all product materials and help mitigate potential supply risks.Routinely… Show more Analyzed product sales, forecasts, and inventory using data analytic tools that exported raw data from SAP/ERP system into a MS Excel-based reporting model. Analyzed stock out reports from SAP-BOBJdatabase and developed KPIs measuring lost global revenue versus budgeted global sales.Enhanced product risk management tool by creating and uploading BOMs into team SharePoint toimprove visibility of all product materials and help mitigate potential supply risks.Routinely reviewed with colleagues the “Global Supply Status Report” on the team SharePoint analyzing any finished product stockouts in local international markets, examining anticipated replenishment leadtimes, and accessing if local health authorities need to be informed of potential impact to patients.Collaborated with colleagues creating “user-friendly” interactive instruction manuals for developingproduct risk assessments, BOMs, OSCAR, and other supply chain analytical tools. Show less

Wantagh, New York, United States

American Red Cross certified to provide First Aid/CPR/AED (Professional Level) and AdministeringEmergency Oxygen.Supervised the beach area and ensured the safety and well-being of all patrons.Responded to emergencies, cared for injuries, sudden illnesses, and other medical needs.Enforced all rules in a professional manner.

Bachelor Of Science - Bs, Finance, Business Analytics

High School Diploma