Joe Lilley work email
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Joe Lilley personal email
Commercial Real Estate Development, Brokerage, Corporate Services, and Advising. Based in Miami, Florida.Masters of Science in Real Estate Development Graduate through UB's School of Architecture and Planning. Affordable Housing CertificateUB Undergrad: B.S. Finance, Minor in Communications passionate about solving problems, collaborating with bright minds, and exploring new financial concepts. Collaborate with team daily to achieve organizational goals. Knowledgeable about real estate, financial literacy, and reading financial statements. Skilled at utilizing Excel to organize data and do financial analysis.Co-Star, A.CRE Financial Modeling Course, Bloomberg Certified, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams), Google Suite (Sheets, Docs, Slides), Yardi Voyager, Moody's Analytics (REIS), Diligence Vault
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Capital Markets4K Asset ManagementMiami, Fl, Us
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Financial Analyst, DevelopmentKastelo Development Dec 2023 - PresentMiami, Florida, United StatesMugdock Development Affiliate -
Commercial Real Estate AdvisorExp Commercial Jun 2024 - PresentMiami, Florida, United States -
Development InternProperty Markets Group Jun 2023 - Aug 2023Miami, Florida, United States -
Financial AnalystConifer Realty Jun 2022 - Jun 2023• Underwrite properties in portfolio with upcoming debt maturities and expired tax credits using proforma, Broker Opinion Value (BOV), property data, loan quotes, market conditions, market analysis • Use model to develop best investor pitch for sale, refinance, recapitalization, re-syndication transactions• Organize/circulate property financials, regulatory, other agreements for BOVs, Lenders for portfolio pipeline • Exercised market analysis skills on land to see if development of affordable housing is feasible• Responsible for obtaining and organizing BOV packages for upcoming deals• Resulted in deeper knowledge of LIHTC, financial modeling, market analysis, affordable housing in NY, PILOT agreements, regulatory agreements, zoning, capital improvements, portfolio management, real estate law -
Leasing AgentUb Rentals Nov 2021 - May 2023Buffalo, New York, United States• Orchestrated property showings to maximize tenant occupancy and manage over 25 off-campus units
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Operational Due Diligence Intern At Sadmoor AdvisersShadmoor Advisors, Inc. Jun 2021 - Aug 2021Westport, Connecticut, United States• Performed Operational Due Diligence on hedge funds and private equity funds for global clients • Executed audits for financial analysis of private placement memoranda and due diligence questionnaires • Obtained necessary intelligence/data otherwise unknown from documents on in-depth phone calls with managers to understand the cycle of liquidity between firms, funds, and investors • Exercised company resources to provide best risk management analysis for clients • Gained insights on key materials for assessing a firm's and fund's potential risks and fund levels • Expanded understanding on how hedge funds, private equity funds, and fund of funds work, and their different investment strategies -
TreasurerTau Epsilon Phi Fraternity Apr 2020 - May 2021Entrusted with the receipt, care, and disbursement of funds. I had the fiduciary responsibility to budget $40,000 per semester and have raised over $85,000 for different charities. -
Social PlannerTau Epsilon Phi Fraternity Apr 2019 - Mar 2020Buffalo, New York, United StatesSuccessfully scheduled each semester prior to start including 2-4 events per week
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Manager/Head Lifeguard/Compliance AttendantHeritage Management Services Jun 2015 - Aug 2020Somers, New York, United States
Joe Lilley Education Details
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Real Estate Development -
Mahopac High SchoolHigh School Diploma
Frequently Asked Questions about Joe Lilley
What company does Joe Lilley work for?
Joe Lilley works for 4k Asset Management
What is Joe Lilley's role at the current company?
Joe Lilley's current role is Capital Markets.
What is Joe Lilley's email address?
Joe Lilley's email address is jo****@****llc.com
What schools did Joe Lilley attend?
Joe Lilley attended University At Buffalo School Of Architecture And Planning, University At Buffalo School Of Management, The State University Of New York, Mahopac High School.
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