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 primarily in the Mid-Atlantic and the Northeast Region• 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 • Source distressed investment opportunities to buy underperforming assets and debt securities that are collateralized by multifamily assets (ie non-performing loans, REO, subordinate debt) as well as inefficiently operated properties to capitalize on operational efficiencies given our strong market presence and economies of scale

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 determining the LTV, DSCR, and EBITDA of each individual deal• 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 analysis, executing tax diligence, running credit checks on the borrowing entities, and attaining proper approvals from credit committee• 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• Attained Series 7 and Series 63 Brokerage Licenses

Mba, Real Estate / Finance

Ba, Urban Studies / Real Estate Finance

Education record

Education record