Sam Erickson Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wi, Us

Fintech startup focused on 3D printing additive manufacturing.

Support investment teams with screening and evaluating potential investment opportunities. This includes making purchase strategy recommendations on new acquisitions based on key metrics such as IRR, Yield on Cost, Cash on Cash, and Average Annual Return. Consulted and successfully closed transactions with 20+ unique investment groups. While ensuring all real estate transactions meet compliance requirements and real estate best practices.Create and manage an Excel financial model capable of cash flow projections, acquisition budget, renovation schedule, lease expiration tracking, GP & LP waterfalls. Use said model for daily underwriting of portfolios with 500 average unit count.Prepare presentations and marketing materials for internal and external investment groups and ad hoc financial reports as needed.

$16.5 Million in negotiated transactionsManaging broker responsible for real estate transaction compliance and training agent on real estate best practices.Ensure agents have best practices with in-house CRM and transaction management software.Final review checks to ensure all dates and real estate activities comply with state law.Draft and negotiate offer to purchases, and LOIs on behalf of clients.Create and maintain a large network of beneficial relationships with the real estate broker community.

Menomonee Falls, Wi, Us

Located and analyzed possible store locations. The analysis included traffic counts, competitors, core customer counts, and market lease rates. Was the point person for all franchisee real estate needs.Oversee all corporate store locations and maintain critical dates are tracked and properlyexecuted