Jonathan Morgan Email & Phone Number

King Of Prussia, PA, US

• President of Morgan Properties JV based in King of Prussia, PA.
• Morgan Properties is one of the nation's largest and fastest growing privately owned multifamily owners and operators, having acquired over 70,000 units and over $9 Billion since 2012.
• Oversee an existing multifamily portfolio in excess of $15 Billion comprised of over 90,000 apartment units that mostly consists of class B garden-style apartment communities located in 20 states throughout the country.
• Target value-add investment opportunities to acquire Class B apartment communities located in infill, high barrier-to-entry markets
• Spearhead acquisitions and capital markets by sourcing investment opportunities and capital from JV partnerships and programmatic equity sources in an effort to grow portfolio holdings
• Monitor the renovation process on our existing multifamily portfolio and the enhancements by assisting our facilities and operations teams in implementing value-add repositioning strategy

US

• Analyzed a wide variety of investment opportunities for various deals including condo conversions, retail, industrial and multifamily assets
• Underwrote investment opportunities to either purchase commercial real estate debt or to originate new loans on cash flowing assets
• Sized many deals of various amounts ranging from $20 million to $2 billion, both global and domestic by analyzing rent rolls and property operating statements, creating direct capitalization and DCF models and.
• Assisted in debt restructurings with asset management team
• Monitored the sales schedule and construction budget for a $630 Million Acquisition, Renovation and Condo Conversion in Manhattan
• Evaluated various CMBS and CDO vintage deals, ranging across the capital stack, from AAA (Class AJ) bonds to the subordinate L tranche

New York, NY, US

• Employed as full-time real estate analyst for Bear Stearns commercial mortgage underwriting and origination team in the Fixed Income division
• Analyzed various financing opportunities for retail, office, hotel, industrial, multifamily, mixed-use, land and development deals
• Performed due diligence on various deals which included the underwriting of the deals, soliciting and negotiating engagements for third parties, examining leases and other contracts, performing market research.
• Acted as a liaison with senior bankers, legal counsel, appraisers, engineers, insurance reviewers, credit agencies and borrowers
• Answered rating agency and investor questions regarding loans
• Monitored performance and updated underwriting on balance sheet loans, and was responsible for compiling asset summaries for investors

Mba, Real Estate / Finance

Ba, Urban Studies / Real Estate Finance

Education record

Education record