Mark Davidson Email & Phone Number

Los Angeles, CA, US

Whippany, NJ, US

• Handle loan asset management and servicing matters including: payoffs, prepayments, lease reviews, SNDA’s, reserves/draw requests, escrows, cash management, loan assumptions, substitutions, property releases, financial.
• Prepare the modifications and restructure memos for approval. Analyze the property operations and rent roll and forecast/underwrite the annual cashflows to value the asset to support proposed modification structure.
• Monitor loan/property performance including rollover, monitoring problem loans.
• Prepare annual mortgage ratings including OSAR financial analysis, market research, and valuation of commercial real estate.
• Support mortgage originators on new loan transactions and manage the closing process; including rate lock, appraisal reconciliation, coordinating third party consultants, initiate fundings, and reviewing loan documents.
• Serve on the Diversity & Inclusion Committee and helped to launch the Coaching Circles pilot program.

• Subsidiary of the Marcus & Millichap Company that provides joint-venture equity for multifamily and retail assets.Director of Asset Management: Retail and Finance (2019 – 2020)
• Evaluated retail business opportunities by preparing term sheets and Investment Committee recommendations.
• Integrated asset performance by calculating internal cost of capital and waterfalls into Company forecast to generate annual and five year financial projections.
• Organized quarterly board materials for the Marcus & Millichap Company Executive Board.
• Drafted and edited investor packages for fundraising efforts.Director of Asset Management (2015 – 2019)
• Oversaw a portfolio of 19 assets totaling $442 million consisting of apartment and triple-net retail assets.

Norwalk, CT, US

• North America Lending & Investing: Underwriter (2010 - 2015)
• Underwrote $511 million in bridge and acquisition loans on commercial real estate in the Western United States by analyzing financial statements, researching market data, performing site visits, evaluating loan terms.
• Performed portfolio valuations and impairment tests on $850 million of office, industrial, and multifamily assets.Arden Realty: Senior Financial Analyst (2009 - 2010)
• Created models to capture eight million square feet of leasing activity and terminations, along with $77 million in capital expenditures. Designed template to calculate net effective rents, collaborating with IT to.
• Underwrote five closed acquisitions that comprised 1.3 million square feet and $340 million of value.
• Assessed building and market metrics to facilitate disposition activity on ten transactions valued at $328 million.

US

• Reviewed and recommended commingled private equity real estate funds raising between $100 million and $4 billion by interfacing with fund managers to evaluate their strategy, team, structure, returns, and processes.

US

• Performed financial/ARGUS analysis; wrote investor presentations; reviewed legal documents and lease agreements; inspected property sites; and negotiated contracts on $216 million of office acquisitions.

San Diego, California, US

• Created models to calculate returns for a potential $100 million, 270-unit residential condominium tower.
• Authored memorandum to entice equity investors and lenders.

• Identified potential acquisition targets within financial services including: banks, payment processors, and specialty lenders. Calculated accretion/dilution of potential acquisitions and assessed strategic fit.
• Managed the Bank’s $500 million Bank Stock Fund. Researched potential investments, executed orders with traders, and handled accounting reports for senior management.

• Coordinated multi-state tax compliance issues for a manufacturing client with 35 entities and $150 million in revenues. Reviewed tax returns, facilitated audits, calculated estimated tax payments, and settled notices.
• Handled real estate taxation issues concerning capitalization of interest, depreciation, passive activity limitations, and like-kind exchanges.

Master Of Business Administration - Mba, Finance, General

Ba, Business/Economics

Education record