Jackson Zuckerman Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Massachusetts, United States

San Diego, California, United States

-Summer internship: Wholesale Lending Firm -Learned each loan product (DCSR, Bank Statement 1st/2nd, and Full Doc Loans) along with every spec for each one. For example, max loan-to-values and max loan amounts for different FICO levels. -Conducted outreach to mortgage brokers over the phone and by email to generate new business and pass deals along to seniors at the company. Shadowed seniors to learn how to close loans. -Priced many loans for real estate investment loans… Show more -Summer internship: Wholesale Lending Firm -Learned each loan product (DCSR, Bank Statement 1st/2nd, and Full Doc Loans) along with every spec for each one. For example, max loan-to-values and max loan amounts for different FICO levels. -Conducted outreach to mortgage brokers over the phone and by email to generate new business and pass deals along to seniors at the company. Shadowed seniors to learn how to close loans. -Priced many loans for real estate investment loans which allowed me to see many RE investment strategies people were doing in the current market. For example, taking a cash-out to be able to build ADUs on an existing investment property.-Came into the office every day with a notepad ready to learn/absorb valuable lending knowledge as well as general real estate skills.-Utilized Salesforce to stay in touch with prospective clients. Show less

San Clemente, California, United States

- Nelson Partners is a mid-sized real estate investment firm that specializedin owning and operating off-campus student housing and multifamily apartments. Internship: summer after freshman year, part-time during sophomore year, and summer after sophomore year.- Responsible for due diligence and underwriting of dozens of potential acquisition deals ranging from 20-100mm by utilizing and improving our UW template. -This work included reviewing offering memorandums, conducting… Show more - Nelson Partners is a mid-sized real estate investment firm that specializedin owning and operating off-campus student housing and multifamily apartments. Internship: summer after freshman year, part-time during sophomore year, and summer after sophomore year.- Responsible for due diligence and underwriting of dozens of potential acquisition deals ranging from 20-100mm by utilizing and improving our UW template. -This work included reviewing offering memorandums, conducting our own market research, evaluating income statements/rent rolls, updating the proforma cash flow projections in Excel, and solving for return metrics, such as NPV, IRR, equity multiple, etc. -Assisted asset management team in evaluating the performance of 24+ properties by gathering data and creating quarterly reports for our TIC and DST fund investors. -Conducted market surveys regularly to ensure optimal rent pricing for our properties. -Consistently asking questions, taking notes, and looking for tasks outside of my job description. Show less

Laguna Hills, California, United States

• Shelter RE Investment Strategies specializes in assisted living development. Family company internship during freshman year.• Shadowed CEO to learn underwriting, building proforma cash flow statements, unit mix, income statement analysis, market surveys, cap rates/IRR/NPV/equity multiple/DCF/XIRR/XNPV/If functions/vlookup/hlookup/sumif functions, etc.• Developed understanding of supply/demand and fundamentals for each property types.• Studied UW from past multifamily deals.