Investment sales & advisory services for Sale-Leaseback and Self Storage owners.https://skyviewadvisors.com/

Lead debt and equity capital raise, valuation work, and transaction execution for multifamily, self-storage, mixed-use, industrial, and sale-leaseback transactions for third-party sponsors and family office clients.Track record of cultivating private equity and lender relationships to drive new business development, with demonstrated flexibility and adaptability in converting external relationships into transaction closes.Raised LP equity for new multifamily acquisitions through private placements, manage all investor relations functions, including external reporting and LP investor relationships.Lead internal and external teams including the property manager, accountants, and lawyers on new multifamily acquisitions and dispositions. Established a Sale-Leaseback platform and built internal infrastructure to be able to market, execute, and book revenue for a new line of business.Developed in-house asset management capability integrating both the firm and investor base into Juniper Square and Yardi management systems.

Develop post-merger intra-company transaction strategies for multi-national clientsDevelop detailed financial models to support client tax positions and in defense of IRS proposed adjustmentsPerform industry research and market research to support client transfer pricing policiesPerform functional analysis of intercompany transactions and perform economic analysis of transactionsProduce succinct reports detailing the suggested approaches for compliance with 26 USC 482 and other tax lawCollaborated with clients in the airfreight, industrial products, specialized instruments, clothing distributor, pharmaceutical, food manufacturing, restaurant and specialty chemical industries

Draft memos for office staff on various legal issues including evidence law and illegal search and seizure.Prepare motions for judicial release, jail time credit, and expungements. File documents with the clerk of courts and County prosecutor.Worked directly with clients to gather information for attorneys to include in motions and memos.

Earned a promotion from Analyst to Consultant within 12 months of employment based on superior performance and an exceptional capacity to learn.Collaborated on 4 SAP® Enterprise Resource Planning software projects in the petrochemical, large food and beverage, consulting, and alcoholic beverage distribution industries.Consistently exceeded client and manager expectations while responding to ever-changing client demands and deadlines.Quickly learned client business processes, identified client risks, and developed solutions to mitigate risks facing each client.

Assessed legal grounds for merging private wealth management office locations with commercial banking offices.Prepared succinct equity reports from which financial advisors made decisions about client portfolio structure.

Planned daily delivery routes for the family warehousing and delivery service.Prepared and executed daily agenda for dock employees from product receipt to delivery.Provided excellent customer service during in-home deliveries and in-store pickups.