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Skills

  • Analysis
  • Excel
  • Financial Modeling
  • Management
  • Market Research
  • Materials
  • Microsoft
  • Modeling
  • Real Estate
  • Research
  • Underwriting
  • Writing

Services

  • Raising Equity Capital

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Please refer to resume section for a detailed look into my experience. Professional background encompasses various roles within the financial industry with a primary focus on commercial real estate and...

    AnalysisExcelFinancial ModelingManagementMarket Research
  • Raising Loan Capital

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Please refer to resume section for a detailed look into my experience. Professional background encompasses various roles within the financial industry with a primary focus on commercial real estate and...

    AnalysisExcelFinancial ModelingManagementMarket Research
  • Mergers & Acquisitions

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Please refer to resume section for a detailed look into my experience. Professional background encompasses various roles within the financial industry with a primary focus on commercial real estate and...

    AnalysisExcelFinancial ModelingManagementMarket Research

About

Experienced commercial real estate and IB professional. I specialize in creating highly dynamic custom Excel models that are user friendly and visually stimulating.

Experienced commercial real estate and IB professional. I specialize in creating highly dynamic custom commercial real estate Excel models that are user friendly and visually stimulating. I take pride in creating beautiful investor-ready dashboards and summary pages in all of my models. Each of my workbooks are designed with the end user in mind and, as such, you will get a model that is not only very easy to use, but one that also delivers an extremely powerful analysis.

Allow me to help you separate yourself from others by working together to create professional, presentable, and powerful CRE models.

Primary Model Types:
- Underwriting (Experienced in creating numerous underwriting templates)
- Acquisition
- Development
- Disposition

Model Features:
- Beautiful/Professional summary tabs
- Clearly defined assumptions/inputs
- Dynamic logic
- Readable formulas
- Fully adjustable and customizable

I provide ongoing support to all of my clients.

In addition to offering commercial real estate modeling services, I am also highly experienced in the following:

- Creating Asset Summary Reports (ASRs)
- Writing investment memorandums, pitchbooks, etc...
- Market Research
- CMBS analysis, surveillance, B-piece UW, etc...
- Critical due diligence (valuation reviews, lease abstracts, inspections, etc...)