• Led financial underwriting process for assets, focusing on recapitalization using complex financial models and comp analyses.• Prepared debt and equity offering memorandums for commercial real estate transactions, showcasing research and financial modeling skills.• Managed due diligence process for transactions, reviewing real estate documents to identify risks and provide mitigants.

• Underwrote nationwide investment opportunities in medical office buildings and life science developments, applying conservative assumptions for contingencies.• Created investment committee memorandums using financial analysis to gain approval from C-Suite executives on major capital deployments.• Produced quarterly earnings presentations with thorough research on market trends and key economic indicators for investor communications.

• Managed $30mm in acquisitions and dispositions, overseeing portfolio performance and managing $16mm in debt refinancing for optimal stabilization.• Created and distributed quarterly investor statements, tracking principal and equity balances, and analyzing acquisition opportunities.• Identified, researched, and analyzed multifamily and development acquisition opportunities for Roman Group LLC in the Los Angeles Metropolitan Area.

• Conducted industry research to identify potential acquisition opportunities in various sectors, resulting in a curated list used by engagement managers for executive communication.• Developed a streamlined valuation analysis procedure, reducing research time by 50% and improving accuracy by 40%.• Assisted in qualifying businesses for divestiture posture, ownership structure, revenue, EBITDA, and growth strategy identification.