Sam Rodman

Sam Rodman Email and Phone Number

Head of Structured Investments at Basis Investment Group @ Basis Investment Group, LLC ("Basis")
Sam Rodman's Location
New York, New York, United States, United States
Sam Rodman's Contact Details
About Sam Rodman

CRE professional with extensive experience originating, underwriting, and managing loans and equity across all property and product types. Specialties: Real estate asset and loan level cash flow underwriting/modeling, valuation, loan/equity structuring, market research, and loan/equity origination, acquisition and disposition, and portfolio management.

Sam Rodman's Current Company Details
Basis Investment Group, LLC (

Basis Investment Group, Llc ("Basis")

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Head of Structured Investments at Basis Investment Group
Sam Rodman Work Experience Details
  • Basis Investment Group, Llc (
    Head Of Structured Investments
    Basis Investment Group, Llc ("Basis") Jun 2023 - Present
    New York, New York, Us
  • Marathon Asset Management
    Director
    Marathon Asset Management Mar 2022 - Jun 2023
    New York, Ny, Us
    Director responsible for direct loan origination and note purchases throughout the US
  • Annaly Capital Management
    Director
    Annaly Capital Management Apr 2014 - Apr 2021
    New York, New York, Us
    • Oversee analytical team responsible for sizing and underwriting of balance sheet loans and equity investments. Originated in excess of $1.5bn of debt including whole loans, mezzanine loans, B notes, and CMBS across all property types. Invested in excess of $500mm of JV and preferred equity focused in retail and multifamily sectors.• Oversee all analysis and presentation composition, including cash flow modeling, property analysis, market research, demographic research, loan/equity structure, and term sheet/contract preparation.• Coordinate with closing and asset management teams to identify and resolve underwriting concerns and manage existing portfolio, including detailed cash flow UW, lease modeling, review of third party reports, ongoing surveillance, modeling potential modifications, etc.• Manage origination pipeline, ensuring appropriate allocation of resources to maximize deal flow.
  • Cwcapital Investments
    Vice President
    Cwcapital Investments Jan 2007 - Apr 2014
    Washington, District Of Columbia, Us
    Portfolio manager responsible for managing over $1BN of loans and REO in several funds and CDOs. Assets under management included whole loans, A notes, B notes, mezzanine loans, preferred equity, CMBS, rake bonds, and REO. Responsible for loan and pool level underwriting for acquisitions of loans, CDOs, management rights.• Successfully realized the majority of the Funds’ assets resulting in a projected equity multiple of 1.2x – 1.3x for 2008 vintage funds.• Analyze and underwrite senior, mezzanine, CMBS, and other loans, and underlying real estate collateral, for acquisition, surveillance, and in support of the purchase and management of senior and subordinate debt. Underwrote real estate and debt valued in excess of $400MM for purchase by CDOs, separate accounts, high yield funds, and on balance sheet. • Responsible for all day to day fund duties, including asset management, Operating Advisor duties, debt and real estate valuation and mark to market, disposition strategy and analysis, financing, and investor relations. • Develop, compose, present, and execute strategy and credit committee memos.• Negotiate and execute loan workouts and restructures with borrowers, servicers, and other lenders. Restructured CMBS and mezzanine loans with total balances in excess of $225MM, resulting in 100% principal and interest recovery within 12 months of restructure.• Analyze CMBS structures and individual loan documents to identify opportunities and ensure performance by servicers, trustees, borrowers, and other third parties.• Key member of Asset Management team responsible for over $4BB single asset portfolio consisting of whole loans, CMBS, B-Notes, and mezzanine loans, held in several CDOs and on balance sheet. • Develop financial, waterfall, and promote models in support of new business ventures allowing company to expand business lines.
  • Cwcapital
    Associate
    Cwcapital Jan 2007 - Jan 2009
    • Member of the top producing originations team responsible for the origination, structuring, and execution of over 30 fixed and floating rate loans totaling over $700MM for securitization and balance sheet. Completed origination analysis of commercial properties valued in excess of $20BB across property types including office, retail, ST retail, multifamily, industrial, flex, and hotel. • More than doubled team’s deal flow through highly proficient, effective, and rapid loan sizing.• Determined structure and pricing of proposed loans based on property conditions, market conditions, a review of in place cash flow and leases, and other factors.• Successfully composed credit memos, presented loans to Credit Committee and B-piece buyer, and coordinated with underwriters, closing teams, brokers, and borrowers to ensure timely closing of loans.
  • Marcus & Millichap
    Analyst
    Marcus & Millichap Jan 2006 - Jan 2007
    Calabasas, Ca, Us
    • Performed analysis, underwriting, and due diligence for commercial properties including creating financial and cash flow models using Excel and Argus, reviewing leases and service contracts to confirm underwritten cash-flows, and performing site inspections to verify property information. Assisted in sale of over $100MM of real estate.• Joined development oriented team and expanded their focus to include income producing and non re-development turn around projects. • Established market rents and determined market value of retail, multi-family and office properties. Devised and executed marketing materials/strategy and presented to clients and M&M brokers.

Sam Rodman Skills

Valuation Due Diligence Real Estate Investments Commercial Real Estate Underwriting Loans Financial Modeling Asset Management Asset Managment Disposition Financial Structuring Acquisitions Real Estate Underwriting Real Estate Debt Loan Origination Mergers And Acquisitions Cmbs Dispositions Argus Modeling Mezzanine Loans Real Estate Debt Underwriting High Yield Debt

Sam Rodman Education Details

  • Yeshiva University
    Yeshiva University
    Business And Management/Real Estate

Frequently Asked Questions about Sam Rodman

What company does Sam Rodman work for?

Sam Rodman works for Basis Investment Group, Llc ("basis")

What is Sam Rodman's role at the current company?

Sam Rodman's current role is Head of Structured Investments at Basis Investment Group.

What is Sam Rodman's email address?

Sam Rodman's email address is sr****@****aly.com

What is Sam Rodman's direct phone number?

Sam Rodman's direct phone number is +164672*****

What schools did Sam Rodman attend?

Sam Rodman attended Yeshiva University.

What skills is Sam Rodman known for?

Sam Rodman has skills like Valuation, Due Diligence, Real Estate, Investments, Commercial Real Estate, Underwriting, Loans, Financial Modeling, Asset Management, Asset Managment, Disposition, Financial Structuring.

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