Jon Olsen Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Dallas, Tx

Lead the 17-member Financial Planning & Quantitative Analysis group at Invitation Homes. Responsible for capital markets strategy and execution, FP&A, budgeting and forecasting, non-GAAP reporting, and analytical support of various business functions, as well as the evaluation and execution of strategic initiatives.Since joining Invitation Homes in June 2012, responsible for the execution of over $22 billion of debt and equity financings and refinancings, including the single-family… Show more Lead the 17-member Financial Planning & Quantitative Analysis group at Invitation Homes. Responsible for capital markets strategy and execution, FP&A, budgeting and forecasting, non-GAAP reporting, and analytical support of various business functions, as well as the evaluation and execution of strategic initiatives.Since joining Invitation Homes in June 2012, responsible for the execution of over $22 billion of debt and equity financings and refinancings, including the single-family rental industry’s first rated securitization, the single-family rental industry’s first GSE-guaranteed securitization, and Invitation Homes’ $1.8 billion IPO. Also responsible for pre-deal due diligence, valuation analyses, and integration planning related to Invitation Homes’ $20.0 billion merger of equals with Starwood Waypoint Homes (NYSE: SWAY). Show less

Dallas, Tx

Responsible for Invitation Homes'​ capital markets activities, including evaluation and execution of various financing and strategic alternatives.Manage all aspects of execution and reporting related to Invitation Homes' syndicated debt facilities and programmatic refinancing of assets via securitization.

Dallas, Tx

Responsible for design, creation, and implementation of models, processes, and systems focused on execution of Invitation Homes' strategic goals. Developed relational databases to integrate various functional areas’ management systems into a coherent corporate reporting and analytical structure. Designed and created systems to establish performance expectations, evaluate portfolio performance, develop and revise analytical tools to track performance vs. strategic, operational,… Show more Responsible for design, creation, and implementation of models, processes, and systems focused on execution of Invitation Homes' strategic goals. Developed relational databases to integrate various functional areas’ management systems into a coherent corporate reporting and analytical structure. Designed and created systems to establish performance expectations, evaluate portfolio performance, develop and revise analytical tools to track performance vs. strategic, operational, and financial objectives, and monitor ongoing progress vs. key benchmarks. Show less

Charlotte, Nc

Sourced, executed and negotiated business and legal terms of a variety of Real Estate merger, acquisition, and disposition transactions. Coordinated and led financial, accounting, property, environmental, and legal due diligence.Responsible for creation of quantitative and qualitative analyses related to various M&A advisory, restructuring, and debt and equity financing assignments, including public and private company valuations, underwriting of portfolio financings, design of… Show more Sourced, executed and negotiated business and legal terms of a variety of Real Estate merger, acquisition, and disposition transactions. Coordinated and led financial, accounting, property, environmental, and legal due diligence.Responsible for creation of quantitative and qualitative analyses related to various M&A advisory, restructuring, and debt and equity financing assignments, including public and private company valuations, underwriting of portfolio financings, design of complex financial models, and creation and presentation of materials for clients' management teams and Boards of Directors.Selected transactions included Bell Partners' $304 million sale of Bell Senior Living to Senior Housing Properties Trust (NYSE: SNH). Show less

San Francisco, Ca

Led day-to-day execution of strategic advisory and financing transactions.Supported expansion of West Region Real Estate investment banking business through business development and client management initiatives, as well as firm-wide and regional recruiting.Directed creation and refinement of valuation analyses, offering materials, Board presentations, and analyses of strategic alternatives.Selected transactions included Centex Homes' (NYSE: CTX) $455 million sale of a… Show more Led day-to-day execution of strategic advisory and financing transactions.Supported expansion of West Region Real Estate investment banking business through business development and client management initiatives, as well as firm-wide and regional recruiting.Directed creation and refinement of valuation analyses, offering materials, Board presentations, and analyses of strategic alternatives.Selected transactions included Centex Homes' (NYSE: CTX) $455 million sale of a portfolio of developed, partially-developed and undeveloped residential properties to a joint venture between RSF Partners, Farallon Capital Management, and Greenfield Partners. Show less

San Francisco, Ca

Executed strategic advisory, financing, restructuring and recapitalization assignments across a broad range of real estate industry sub-sectors.Assisted in negotiations with respect to terms and pricing of various real estate merger, acquisition, joint venture, and buyout / privatization transactions. Coordinated with product partners in CMBS, leveraged finance and bank debt areas to perform due diligence and underwrite acquisition / recapitalization financing in connection… Show more Executed strategic advisory, financing, restructuring and recapitalization assignments across a broad range of real estate industry sub-sectors.Assisted in negotiations with respect to terms and pricing of various real estate merger, acquisition, joint venture, and buyout / privatization transactions. Coordinated with product partners in CMBS, leveraged finance and bank debt areas to perform due diligence and underwrite acquisition / recapitalization financing in connection with various M&A assignments.Selected transactions included Bedford Property Investors' (NYSE: BED) $875 million sale to LBA Realty, ProLogis' (NYSE: PLD) $5.5 billion merger with Catellus Development Corporation (NYSE: CDX), and Shurgard Storage Centers' (NYSE: SHU) defense of Public Storage’s (NYSE: PSA) $4.4 billion unsolicited merger proposal. Show less

Hanover, Nh

Created course materials related to leveraged buyout investing for use in Private Equity Finance course curriculum. Authored Note on Leveraged Buyouts, as well as a related in-class valuation exercise. Conducted practitioner interviews and research on the history of the leveraged buyout, the financial theory behind the use of leverage in acquisitions, target investment criteria, exit strategies, optimal capital structure, leveraged buyout firm organization and structure, transaction… Show more Created course materials related to leveraged buyout investing for use in Private Equity Finance course curriculum. Authored Note on Leveraged Buyouts, as well as a related in-class valuation exercise. Conducted practitioner interviews and research on the history of the leveraged buyout, the financial theory behind the use of leverage in acquisitions, target investment criteria, exit strategies, optimal capital structure, leveraged buyout firm organization and structure, transaction mechanics, and valuation considerations. Show less

Purchase, Ny

Analyzed and executed corporate acquisitions, divestitures, and strategic initiatives. Prepared financial and strategic analyses, including detailed revenue build-ups, DCF analyses, accretion/dilution analyses, break-up/sum-of-the-parts valuation analyses, and pro forma ROIC impact.Selected transactions included PepsiCo's (NYSE: PEP) $14 billion merger with The Quaker Oats Company (NYSE: OAT), and PepsiCo's $370 million acquisition of the South Beach Beverage Company (“SoBe”).

New York, Ny

New York, Ny

Mba, General Management, Finance, Accounting, Real Estate

Ba, Economics, English