Jonathan Needell

Jonathan Needell Email and Phone Number

President & Chief Investment Officer @ Kairos Investment Management Company
Jonathan Needell's Location
Rancho Santa Margarita, California, United States, United States
Jonathan Needell's Contact Details
About Jonathan Needell

Participating in the greatest real estate investment opportunity of my lifetime.Specialties: Real estate investing, structuring, finance and underwriting

Jonathan Needell's Current Company Details
Kairos Investment Management Company

Kairos Investment Management Company

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President & Chief Investment Officer
Jonathan Needell Work Experience Details
  • Kairos Investment Management Company
    President & Chief Investment Officer
    Kairos Investment Management Company Jun 2006 - Present
    Irvine, California, Us
    I joined Kairos in 2006 as its Chief Financial Officer. I am currently the President and Chief Investment Officer. Previously I was also Chief Operating Officer and am responsible for overseeing acquisitions and development activities, investment underwriting and analysis, dispositions, and asset management. I also oversee all strategic and business planning, sourcing and structuring construction, mini-perm, and permanent debt and joint venture equity financing, and lender and equity partner relations.
  • Sterling Realty Organization, Co. (Sro)
    Director
    Sterling Realty Organization, Co. (Sro) Dec 2017 - Present
    I am a member of the Board of Directors
  • Schnitzer Northwest
    Cfo - Investment Director
    Schnitzer Northwest Dec 2003 - May 2006
    Seattle, Washington, Us
    I was the Investment Director and Chief Financial Officer of Schnitzer West (formerly Schnitzer Northwest), a commercial real estate investment and development firm based in Bellevue, Washington. While at Schnitzer, I was responsible for the sourcing and structuring of the firm's debt and equity financing as well as its lender and equity partner relations. Additionally I led the creation of a strategic planning model for updated investor reporting as well as other typical day to day CFO duties.
  • Merrill Lynch & Co.
    Director - Investment Banking
    Merrill Lynch & Co. Jul 1992 - Dec 2002
    New York, Ny, Us
    I served at Merrill Lynch & Co. as Director - Corporate Finance Group in the Investment Banking Division. I Started at Merrill Lynch in 1992 and held several positions in the Real Estate Group, Investment Banking Division, prior to moving to the Corporate Finance Group in 2000. At Merrill Lynch I developed and maintained client relationships relating to corporate finance products in several focus areas including real estate, media and general industrial. In addition, I worked extensively in capital raising activities and deal structuring and negotiation particularly related to REIT initial public offerings, unsecured debt offerings, secondary and primary add-on offerings, cross boarder and domestic mergers and acquisitions, real estate asset sales, joint venture equity and commercial mortgage backed securities.

Jonathan Needell Skills

Asset Management Real Estate Investment Properties Investments Mergers And Acquisitions Disposition Financial Analysis Financial Structuring Portfolio Management Mezzanine Real Estate Economics Corporate Finance Acquisitions Commercial Real Estate Real Estate Transactions Finance Valuation Due Diligence Real Estate Development Private Equity Investment Banking Capital Markets Financial Modeling Dispositions

Jonathan Needell Education Details

  • St. Lawrence University
    St. Lawrence University
    Double Major: Economics And History
  • Stratton Mountain School
    Stratton Mountain School
    High School

Frequently Asked Questions about Jonathan Needell

What company does Jonathan Needell work for?

Jonathan Needell works for Kairos Investment Management Company

What is Jonathan Needell's role at the current company?

Jonathan Needell's current role is President & Chief Investment Officer.

What is Jonathan Needell's email address?

Jonathan Needell's email address is jn****@****imc.com

What is Jonathan Needell's direct phone number?

Jonathan Needell's direct phone number is +120661*****

What schools did Jonathan Needell attend?

Jonathan Needell attended St. Lawrence University, Stratton Mountain School.

What are some of Jonathan Needell's interests?

Jonathan Needell has interest in Children, Investment Books, Alpine Skiing, Real Estate, Reading Executive Management, Education, Running, Masters Swimming, Triathlon.

What skills is Jonathan Needell known for?

Jonathan Needell has skills like Asset Management, Real Estate, Investment Properties, Investments, Mergers And Acquisitions, Disposition, Financial Analysis, Financial Structuring, Portfolio Management, Mezzanine, Real Estate Economics, Corporate Finance.

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