Sean Fergus Email & Phone Number

San Diego, California, United States

San Diego, California, United States

• Produced and presented numerous internal and external investor quarterly economic and housing market reports, analyzing current market conditions as well as projected market forecasts.
• Developed internal consumer trends and insights reporting by collaborating with a variety of company sales and marketing teams in order to identify shopper/buyer profiles, home preferences, desired amenities, and.
• Created and collaborated on proprietary internal target market/submarket analysis models in order to determine potential opportunities for the company to expand its existing footprint as well as to determine the proper.
• Completed 10+ feasibility studies on strategic housing and master plan acquisition targets – identified product segmentation, analyzed appropriate price points, determined the current and future competitive landscape.

Orange County, California Area

• Developed and implemented an annual Division Strategic Plan to define land acquisition targets, consumer group targets, and sales potential as well as to achieve the overall long-term shared visions and objectives for.
• Managed a collaborative process across departments to improve sales absorption rates, optimize pricing opportunities, identify areas for improvement, and troubleshoot underperforming communities.
• Initiated the market opportunities evaluation/underwriting process and streamlined the creation of the feasibility study in order to be an integral contributor to the decision-making process for investment approval.
• Analyzed housing, demographic, and economic market trends, including visiting a wide array of communities from entry-level to active adult in order to determine the overall health of the sector and viability of future.
• Cultivated 10-20 feasibility studies on strategic land acquisition targets annually – conducted due diligence to identify, mitigate and address all possible risk factors while ensuring the profitability of the community.
• Formulated local product strategy to meet the needs of current buyer groups, while determining and developing products needed to execute on a long-term strategic plan.

Greater San Diego Area

• Managed custom consulting projects involving strategic planning, market research, and financial analysis for home building, land development, and private equity clients.
• Completed market feasibility studies on both for-sale home and for-rent apartment sites to determine the appropriate pricing and absorption rates as well as to determine the overall viability of the proposed projects.
• Directly interacted with top real estate, private equity, and Fortune 500 clients, including regularly providing presentations on market conditions.
• Developed new and improved existing proprietary models to analyze housing market demand and consumer preferences by price point, lifestage, and other demographic characteristics.

Irvine, CA

• Managed a team of analysts in the production of real estate, financial, and economic reports to provide clients with the most accurate and timely market information and emerging trends.
• Worked alongside senior management in the development and execution of strategic planning, including business unit expansion opportunities and profitability analyses.
• Authored numerous white papers for client and Wall Street distribution, including research on potential mortgage interest deduction adjustments and excess housing vacancy.
• Created proprietary market pricing and valuation models, including the Burns Home Value Index and Submarket Desirability Index.
• Developed numerous financial and cash flow models, including IRR, ROI, NPV, and DCF analyses for private equity and investment firm clients on more than $2 billion in commercial and residential properties.
• Cited/Quoted in Bloomberg Businessweek, HousingWire, CBS Moneywatch, and numerous other publications.

San Juan Capistrano, CA

• Developed complex financial models to determine the bonding capacity for more than $200 million in public financing of land development projects as well as the method of apportioning taxes and assessments for Community.
• Drafted numerous legal agreements between developers and government agencies including Funding, Construction, & Acquisition Agreements and School Mitigation Agreements.
• Prepared total tax rate analyses for more than 20 land development projects based on extensive property tax bill research.
• Reviewed and evaluated development impact fees, property appraisals, fiscal impact analyses, and environmental impact reports.

Newport Beach, CA

• Analyzed real estate market and interest rate trends in order to firmly grasp current financial and economic conditions.
• Studied financing programs and guidelines extensively to ensure a comprehensive knowledge of residential mortgage products.
• Identified clients’ needs and goals in order to determine the most appropriate financing program.

Lake Forest, CA

• Obtained FINRA (NASD successor) Series 7 Registered Representative and Series 66 Registered Investment Advisor licenses (expired).
• Created and presented comprehensive financial plans to clients and implemented more efficient planning strategies.
• Formulated numerous spreadsheets and models for analysis and presentation of clients’ current and projected financial positions.
• Designed and implemented a tracking system to monitor the underwriting of investment and insurance products.

Bachelor Of Arts (B.A.), Economics

Master Of Arts (M.A.), Economics

Activities and Societies: • Phi Kappa Phi (multidisciplinary) • Omicron Delta Epsilon (Economics)• METRANS (Joint USC and CSULB Graduate.