Mathew Spencer Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Chicago, Illinois

Chicago, Illinois

Chicago, Illinois

Chicago, Illinois

Chicago, Illinois

• Covered 35 REIT stocks in the Industrial, Office, Healthcare, Data Center, Lab Space, Timber, Farmland and Diversified sectors• Initiated coverage on 15 new Real Estate Investment Trust stocks establishing our investment theses• Built 48 new models to forecast earnings, formulate a 12-month price target and estimate the intrinsic value of the company• Performed due diligence on Baird’s lead left managed IPO of Armada Hoffler Properties• Performed due diligence on Baird’s lead left managed IPO of Farmland Partners, Inc.• Spearheaded the Boston and Washington D.C. real estate property tour presentations that were presented to our institutional clients• Led an Atlanta Property Tour that highlighted the various Office submarkets for our institutional clients• Hosted four Non-Deal Roadshows for our institutional clients including Franklin Street Properties, Piedmont Office Realty Trust, Duke Realty and Investors Real Estate Trust• Established real estate broker contacts to gain valuable insights into market trends and leasing transactions• Attended seven NAREIT investor conferences to host management meetings for our institutional clients• Published weekly tidbits on the Industrial Office, Healthcare, Data Center, Lab Space and Diversified sectors• Made appearances at the Baird Morning Meeting to provide incremental tidbits to our sales force regarding our proprietary research reports• Performed maintenance coverage on 11 stocks for four months during a transitional period for our REIT franchise• Conducted outbound phone calls to our institutional clients to provide investment ideas amongst our coverage list

Greater Chicago Area

• Implemented a new incentive program which was targeted to drive a 4% increase in the Fraud Recovery rate• Calculated the optimal employee capacity based on case workload for Fraud Recovery and Prevention• Quantified the optimal employee capacity impact on net fraud loss which totaled $2.2mm in save opportunities• Presented the fraud analysis strategy to the Head Operations Executive for JPMorgan, Lester Owens• Identified and presented inefficiencies within the fraud preventions CustTrax that resulted in a productivity increase• Conducted an end to end review of new ticket tracking software to determine usage incongruities by department• Implemented a new process for opening tickets to create efficiencies reducing ticket opening time, increasing employee productivity