Jackson Carlton Email & Phone Number

Atlanta, GA, US

Atlanta, GA

Atlanta, Georgia, United States

• Manage a portfolio of 30 unsecured corporate facilities for real estate private equity clients, with deals of $300MM to $2B.
• Model institutional CRE platforms to identify critical drivers of performance trends and future expectations.
• Quantify risks associated with interest rates, sector exposure, concentration, development, and transaction structure.
• Deliver financing solutions for both new money requests and modifications to existing facilities.
• Develop a robust interest rate sensitivity model, enabling accurate and efficient stress testing of client capital structures, adopted across the entire line of business.
• Proactively engage clients in strategic discussions to gain insight into their approaches to market, sector, asset-level challenges.

• Evaluated risk associated with asset-level secured debt with exposures from $10MM - $300MM. Worked across all property sectors and investment disciplines, including development, value-add, and core.
• Conducted comprehensive financial analysis of commercial real estate assets, assessing cash flows, collateral quality, and market conditions.
• Created and presented deep dives for distressed assets, identifying drivers of underperformance, effective mitigants, and possible exit strategies.
• Executed underwriting and due diligence for client requests involving renewals, modifications, and additional funding.
• Performed site visits to assess construction progress, geographic features, accessibility, and neighborhood dynamics.

• Intern at the Federal Housing Finance Agency, Division of Housing Mission and Goals, Office of Multifamily Analytics and Policy
• Developed a new monthly report analyzing Fannie Mae, Freddie Mac, and private label securitizations, including volume, spread changes, and collateral quality for K-Deals, SB-Deals, DUS MBS, and others.
• Lead a monthly report on GSE multifamily loan acquisitions, evaluating risk, portfolio performance, mission goals, and utilization of a $70B annual volume cap.
• Built dashboards to analyze LIHTC equity investments, focusing on risk and capital structure. Incorporated these into quarterly reports to the Agency Director, contributing to a decision to increase GSE LIHTC.
• Worked alongside PhD economists to leverage Co-Star and CBRE data to project the size of the 2022 multifamily originations market.

Greenville, South Carolina, United States

• Manage daily operations providing HOA management and property services for large, master-planned communities, featuring luxury homes, multifamily housing, time shares, and rental properties.
• Analyze covenants to determine ensure properties have maintained compliance with architectural guidelines.
• Communicate with property owners, contractors, and security personnel to provide a high standard of ongoing care and quickly resolve issues.
• Overhaul existing customer relationship management infrastructure to allow for more professional communications and eliminate redundancies in the workplace.
• Revamp online presence to improve accessibility and transparency for residents.

Travelers Rest, South Carolina, United States

• Create new infrastructure to manage contacts and account information with contractors and service providers, significantly increasing efficiency in the workplace.
• Manage customer databases in Quickbooks, posting payments and identifying past due accounts.
• Project expenses and create budgets for large, luxury homeowner’s associations and their sub-associations.
• Perform data entry duties and general clerical work.