Associate
Venice, California
- Directly advanced the facilitation of a $93M dollar multi-family portfolio through communication with banks and lending institutions to obtain favorable financing terms, which accommodated the client’s immediate business plan and lead to a successful closing- Managed an $8M dollar syndication campaign with 40+ investors for an NNN Industrial/Office Class B single-tenant property, resulting in a successful closing of the private investment for DWG- Modernized entire Debt/Equity contact system for all commercial property types including industrial, office, and retail, achieving optimal efficiency and value for upcoming contracts- Successfully executed underwriting/credit risk analysis to attain acceptable risk/return fundamentals for three potential investments, leading to an active pursuit by the principal. This core due diligence was the foundation of success in reaching escrow- Utilized LoopNet, PrivateEquityInfo, and other CRMs to identify potential buyers/sellers in the target market and performed outreach with organized cadence to build a strong pipeline