Patrick Lim Email & Phone Number

Newport Beach, California, United States

San Francisco

San Francisco Bay Area

• Closed $3.2B of commercial real estate mortgage investments on behalf of MetLife Investment Management Debt Strategies Group.
• Loan products include fixed- and floating-rate permanent loans and bridge loans, across all product types.
• Responsible for transaction sourcing, deal negotiation / structuring, underwriting, due diligence and on-going loan performance monitoring and servicing.
• Market expertise and coverage of San Francisco, Oakland, San Jose, Sacramento, Denver, Salt Lake City, Portland and Seattle MSAs.
• Manage regional office marketing activities and recruiting.

San Francisco Bay Area

San Francisco, California

• Contributed to closing $1B+ of commercial real estate mortgage investments on behalf of Prudential Investment Management.
• Loan products include fixed- and floating-rate permanent loans across multiple capital sources including life company general account, Fannie Mae and Freddie Mac.
• Evaluated and underwrote all product types across Western US, Canada and Mexico.
• Closed $400M+ of unsecured credit facility for large international REIT.
• Led platform-wide new analyst training program for two years.
• Led San Francisco recruiting program.

Indianapolis, Indiana

• Financial Planning & Analysis Group
• Underwrote capital investment projects totaling $25M+ by creating proforma analyses to evaluate anchor tenant replacements, lease buy-outs and early termination fees, lifestyle center expansion and capital projects for.
• Created property valuation templates for evaluating development scenarios and analyzing incremental cash flow variances.

Greater Philadelphia Area

• Licensed multi-unit franchisee - Sonic America's Drive-In.
• Launched venture achieving positive cash flow within 1 year; created organizational policies, financial processes, and supervised key personnel in Operations, HR, Construction and Accounting.
• Directed site selection, construction and operation of 5 restaurants achieving $1.5M+ average store annual revenue.
• Developed and pitched business plan to franchisor, investors and lenders.
• Led entitlement, due diligence and zoning for 7 locations throughout Philadelphia, PA, Bucks County, PA and Cherry Hill, NJ.
• Authored CIM used to structure and negotiate asset disposition.

Greater Philadelphia Area

Construction Management and General Contracting

Greater Philadelphia Area

• Advertising Cooperative for Sonic Drive-In restaurants within Greater Philadelphia Area DMA.
• Planned $1.5M+ annual marketing budget and negotiated media placement contracts.
• Led sponsorship and promotional event planning and execution.
• Managed organizational cash flows reporting.

New York, New York

Managed tracking and reporting of counterparty credit risk.Provided daily tracking of market risk metrics to fixed-income trading group.

Executive dashboard operational reporting

Master Of Business Administration (M.B.A.), Real Estate Finance, Corporate Finance

Activities and Societies: UNC KFBS Real Estate Funds, Alternative Investment Fellowship Recipient, Private Equity Club, Real Estate Club.

Bachelor Of Science (Bs), Finance, Marketing

Activities and Societies: Sigma Alpha Mu, Investment Analysis Group