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Real estate professional with 10 years of experience in commercial real estate, portfolio management, and project finance. Comprehensive understanding of the acquisition and development process as it relates to: expansion strategy, site selection, due diligence, underwriting, negotiations, entitlements, and construction. Life cycle project management experience from property selection, through municipality site plan approval, and ultimately site delivery. Successfully accomplishes organization's goals through attention to detail, cultivating relationships, and the ability to execute and close real estate transactions under pressure and tight timelines.Owner of Phoenix Development Partners: Vertically Integrated Real Estate Services | www.phoenixdp87.comCommercial Brokerage Development Project Management Underwriting Practice areas:Real Estate Contract Negotiations, Site Selection based on metrics, Retail Land Development, Federal Real Estate Portfolio Management.
Phoenix Development Partners 87
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Phoenix Development Partners 87Washington, Dc, Us
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PrincipalPhoenix Development Partners 87 Sep 2019 - Present
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Senior AssociateJll Aug 2023 - Jun 2024Chicago, Illinois, Us -
Senior Real Estate AnalystThe Building People Jun 2022 - Sep 2023Leesburg, Virginia, UsThe Building People integrate technology, buildings, and people to deliver the future of facilities today.We solve the complex challenges facing building owners, tenants, and stakeholders by maximizing the workplace experience and reducing costs. -
Real Estate Acquisition AnalystPolycon Solutions Oct 2020 - Jun 2022Washington, District Of Columbia, UsProvide strategic asset planning and portfolio management for Federal Clients:• Execute strategic plan, national site selection, and workforce planning.• Drive acquisition schedule and prepare internal approval deliverables.• Work across lines of business, technical teams, and third party consultants to prepare and approve: lease funding, design, location, and special requirements.• Negotiate tenant improvements & tenant allowances .• Execute long term leases and operating agreements with the General Services Administrations (GSA). -
Realty Specialist | Portfolio Management DivisionDc Department Of General Services Nov 2019 - Oct 2020Washington, Dc, UsResponsible for two portfolios: 400,000 SF of fully leased class A office buildings , and a 42 owned building locations leased to public/private partnership charter schools. Negotiated long term leases and business terms on behalf of the District as Landlord. Projects included: Acquisition of $8,500,000 private property for District of Columbia Public Schools, and a long term ground lease and infill redevelopment of a 10.28 acre site in SE DC. Led and consummated a 60 year ground lease with KIPP DC, a charter school operator that guaranteed a capital commitment of $85,000,000 to build a new college prep high school and community center with job training.• Worked with architects and civil engineering firms to determine scope, budget, and design documents for leasehold improvements and capital improvements projects for DC owned assets. Provide feedback on optimization for District operations best practices.• Worked with legal counsel to prepare leases, purchase and sale agreements, development agreements, amendments, renewals, abstracts, and various documents that require District Council approval.• Routinely worked across functional agencies and 3rd parties to deliver a quality work product.• Disaster response: Worked with D.C. Mayor’s office and the Health Department to implement Covid- 19 education literature to disseminate to portfolio and created a cleaning protocol of high contact surfaces in portfolio. Rapidly vetted and processed vendors for deep cleaning projects where Infections were reported. -
Real Estate Acquisition ManagerLidl Us Jan 2016 - Apr 2019Arlington, Virginia, UsExecuted the site selection and acquisitions strategies in Washington D.C., Maryland, and Virginia for a $105 Billion in annual revenue grocer. • Defined trade areas and originated purchase and lease opportunities based on the company’s investment and demographic parameters. Responsible for the acquisition and entitlement of 7 Lidl locations worth a completed value of over $45,000,000. • Completed over 50 site feasibility studies, due diligence reports, and entitlement timeline estimates that were packaged into investment proposals for Lidl International Board approval.• Project managed third party consultants including: land use attorneys, engineers, consultants, and developers, to successfully move deals through the various phases of the design, and entitlement process.•Train new analyst and managers on effective site selection strategies. Create reporting documents to effectively communicate new deals and transactions in various stages of the pipeline. -
Commercial LenderVirginia Community Capital Sep 2013 - Dec 2015Richmond, Va, UsVirginia Community Capital is a state chartered Community Development Financial Institution (CDFI) and banking entity with assets of over $120 million.• Responsibilities involved expanding the banks regional footprint from Richmond, VA to Northern Virginia by building out the commercial lending products for the rapidly expanding community bank. Originated annual loan volume of $8,000,000 through:* Real Estate Lending (affordable housing and commercial) * Machinery and Equipment loans* Lines of Credit based on Commercial Property* Refinancing -
Business Development ManagerThe Financial Services Corporation Jul 2010 - Aug 2013The Financial Services Corporation (FSC First) is state chartered Community Development Financial Institution (CDFI) and banking entity with a $100 million loan impact. • Originated working capital loans, accounts receivable financing, real estate loans, mixed used projects, hospitality financing. • Created program materials and vetted applicants for a $50 million dollar Economic Incentive Loan program for Prince George’s County. • Maintain successful banking relationships that leverage public and private funds to stimulate investment. • Program manager and workout solutions specialist for government contract financing program
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Special Projects CoordinatorThe Financial Services Corporation 2009 - 2010• Determined appropriate financing products and services for potential loan candidates. • Conducted business cash flow assessment for accounts receivable financing. • Completed file audits of loan portfolio with $50 million in assets.
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DispatcherRed Top Cab May 2007 - Aug 2008•As an evening dispatcher with rush hour volume of over 500 calls, calmly resolved issues and complaints.•Scheduled pick up and deliveries of corporate and individual accounts. •Provided expert customer service
Jacob Willis Skills
Jacob Willis Education Details
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Emory University - Goizueta Business SchoolFinance & Information Systems -
Florida International UniversityInternational Real Estate -
Oxford Of Emory UniversityAssociate Of Arts (A.A.) -
St. Stephen'S St. Agnes School
Frequently Asked Questions about Jacob Willis
What company does Jacob Willis work for?
Jacob Willis works for Phoenix Development Partners 87
What is Jacob Willis's role at the current company?
Jacob Willis's current role is Real Estate | Dad | Golf.
What is Jacob Willis's email address?
Jacob Willis's email address is jw****@****g.md.us
What schools did Jacob Willis attend?
Jacob Willis attended Emory University - Goizueta Business School, Florida International University, Oxford Of Emory University, St. Stephen's St. Agnes School.
What skills is Jacob Willis known for?
Jacob Willis has skills like Finance, Management, Business Development, Portfolio Management, Loans, Strategic Planning, New Business Development, Investments, Financial Analysis, Leadership, Real Estate, Program Management.
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