Capital Markets Associate
Current• Source over $579M in financing opportunities for refinance, acquisition, and development through various outreach methods including Salesforce campaigns and call lists.• Maintain multiple organized pipelines to track deal-specific lender outreach, deal flow, and client base.• Build a segmented database of over 1,292 lenders, including contacts from debt funds, life companies, conduits, family offices, and banks, categorized by product parameters and lending buckets.• Cultivate relationships with correspondent providers and new lenders through networking, social events, and regular calls.• Evaluate development projects and multifamily/retail properties for acquisition, refinancing, and construction financing structures.• Negotiate loan/equity terms and pricing by defending valuation, proforma rents/expenses, and sponsor background using data from third-party sources.• Negotiate purchase and sale agreements (PSAs) with investment sales brokers based on current capital availability.• Advise on long and short-term hold strategies, including creative financing solutions like rate cap costs and alternative financing options.• Offer guidance on operational improvements to meet specific debt service coverage ratio (DSCR) and debt yield metrics for agency/bridge takeouts.• Manage the transaction process from start to finish, coordinating with third parties, title, and legal teams to ensure timely due diligence for credit committee or Fannie/Freddie desk.• Provide detailed sale and rent comp analyses, construction bid comps, and approved financial templates to support appraisers and credit underwriters in property evaluation and cash flow assessment.