Nicholas Testa Email & Phone Number

Philadelphia, Pa, Us

Radnor, Pennsylvania, Us

King Of Prussia, Pa, Us

Serve as Asset Management Associate on a lean team for 31 of the company's properties encompassing a total of 9,195 residential units in the Philadelphia and Nashville suburbs. Duties performed include:• Day to day operations management alongside regional ops teams to help the portfolio perform in line with budget by driving unit pricing, value-add business plan execution and premium capture, expense management, and other site and portfolio wide issues.• Analyze, prepare, and create and present value-add business plan decks for C-Suite to decide where to allocate capital to wholly owned assets that are nearing the maturity of the loan to drive NOI and maximize value. Market studies, ROI return analysis, demographic analysis, comparable rent analysis, and pro-forma financial analysis are all key drivers for value-add decision making process• Liaison to LPs and Morgan Properties C-Suite by preparing and analyzing monthly and quarterly financial reporting, capital distribution and equity waterfalls, capital project tracking, value-add business plan status, leasing traffic and velocity, and more.• Work with lenders to provide quarterly lender reporting for performance of assets. Prepare and distribute requests for disbursement from escrow accounts to help re-capture upfront cash within the loan agreement.• Assist in preparing of monthly and quarterly financial variance commentary in order to track to budgets. Help prepare forward looking budgets by reviewing historical performance, managing contracts and expenses, and projecting for the future cash flows of the properties.• Assign renovation premiums to all JV and Wholly owned deals via Yardi to generate profit and push forward existing business plans.• Daily use of Yardi, Yardi BI, Microsoft Suite (primarily Excel for financial analysis and modelling and Powerpoint).• Ad-hoc requests as required by the broader asset management team.

London, Gb

Agile promotion to Senior Associate within the firm's lean Real Estate Transaction Advisory group providing strategic insights and analysis to C-suite executives and public institutions. Duties performed include:• Distress advisory - selected as 1 of 3 associates nationwide to assist the EY Real Estate, Hospitality and Construction sector’s thought leadership team (includes 13+ PPMDs) in creating EY’s holistic COVID value protection strategy including solution offerings for liquidity management, credit analysis, scenario modeling, lender negotiations, cash flow modeling, debt-service forecasting and sell-side advisory• Underwriting analysis - evaluated DCF assumptions, LTVs and debt yield and equity returns for >$9 billion in core, core plus, value-add and opportunistic assets/loans across all asset classes and investors• Portfolio optimization - helped generate strategies for the monetization of over $1.5 billion in real estate assets in-line with client business vision• Technical solutions - conceived and implemented a scalable, automated ground-up development model for determining the highest and best use of land, including reversionary land values for potential development types• Business development - helped create various client-facing models, tools and proposals to win over $1 million in billable work• Project management - provided with the opportunity to manage 6 engagements (30+ team members), including overseeing day-to-day operations, distributing tasks, reviewing work products, directing internal/external communications and reporting directly to PPMDs• Team collaboration - served as the core liaison across 7+ workstreams for a 6-month engagement, helping to lead internal calls, ensure all team members felt comfortable sharing ideas and optimize cross-service line synergies to meet demanding client requests and deadlines

London, Gb

Serving as an associate within the firm's lean Real Estate Transaction Advisory Services group performing the following key activities:• Acquisition due diligence and underwriting assessments of Client and Specialist models • Real property valuation for large M&A deals across a variety of industries including land, building, and site improvement analysis and valuation• Intangible leasehold valuation• CMBS/loan due diligence reviews• Corporate real estate advisory solutions for location/space assessments• Market research and analysis across multiple property types and sub-markets both domestic and abroad including multifamily, office, industrial, data centers, farmland, retail and shopping centers, hotels/condominiums, and more. • Argus Enterprise valuation reviews.

Villanova, Pa, Us

Manage the front desk and all Clay Center at the Villanova School of Business advisers' schedulesAssist students with setting up meetings, general and specific questions, obtaining necessary paperwork, and raising awareness on all programs offered including major selection, registration, and professional development.

New York, Ny, Us

• Conducted research & market analysis of target commercial office space submarkets• Updated & improved office Salesforce database with relevant prospective client & tenantinformation• Investigated & updated the tenant rosters of 50+ buildings across 5+ sub-markets and physically went through each individual property• Completed Summer long intern Case Study Project that mimics the phases of completing an Office Leasing Deal. Presented project and made recommendations to entire office.

Regional Capital Group (RCG) is a nationwide real estate opportunity fund manager and investment bank specializing in real estate finance. Our focus is to provide funding solutions for real estate investors and developers which match their strategy for growth and need for capital. RCG has 25 years of experience as a direct lender, investor, and servicer of commercial real estate loans and investments across most real estate asset classes. RCG currently offers several funding platforms and has structured and funded in excess of 750 real estate transactions since inception as we continue to provide innovative capital solutions for our clients.

Cherry Hill, Nj, Us

Helped company manage it's customer data by compiling spreadsheets of various customer information, sales, jobs, and more.Assisted the office with work involving accounting, sales, warehousing, and on-site installation.

Bachelor’S Degree, Finance And Real Estate

Education record

High School Diploma