Promoted to Market Analyst in September 2015 based on recommendations from my manager and clients in my portfolio.
Exceed quarterly goals by writing seven submarket reports per quarter. The quarterly goal is four per quarter.
Worked with Stewart Rubin, Senior Director at New York Life Real Estate Investors, to collect and analyze data for a white paper on the impact of Metro Rail on the development pipeline in the Greater Los Angeles area.
Conducted a feasibility study for QIC Real Estate, an Australian firm thinking of developing a hardware store-anchored retail center in South Bay Los Angeles.
Compiled a list of rent comps and did a detailed analysis for client Pacific Coast Capital Partners, an investment manager underwriting a loan for Circa Tower in Downtown Los Angeles.
Selected as one of four analysts to remain on the Market Analyst team, after the department was cut in half. Received raise and higher bonus target.
As Research Associate
Promoted to Research Associate II in March 2015, after only a ten
Consistently maintained a 90%+ update rate for a Level 5 Real Estate Portfolio, the highest level at the company. Company average is an 80% update rate.
Exceeded expectations by receiving bonuses every quarter based on data accuracy, verification, and client satisfaction. Bonuses are equal to 5% of annual salary per year.
CoStar GroupApril 2014 to August 2015Research Associate II San Diego, CA
Promoted from Research Associate I to Research Associate II in 3/2015.
Responsible for managing a portfolio of approximately 150 commercial real estate firms and brokerages in the San Francisco Bay Area. Clients included: Steelwave, Digital Realty Trust, Reliant Company, Prologis, Shorenstein Realty, Lee & Associates, AvalonBay Communities, Essex Property Trust, Newmark Cornish & Carey.
Conducted 25+ phone interviews daily with brokers, investors, owners, and fund managers in order to update commercial listings, which in turn are used to accurately reflect the commercial real estate market.
Produced 10+ sale comparable reports a week. The reports detail commercial real estate sale transactions and help major players in the industry understand the state of the commercial real estate economy.
Wrote articles that profile recent commercial real estate activity throughout the San Francisco Bay Area.
Prepared quarterly market reports that detail the state of the commercial real estate market in the Bay Area and other parts of California.
Analyzed real estate assets using metrics such as absorption rates, cap rates, rental rates, and lease/sale activity.
Developed long-lasting relationships with commercial real estate professionals to ensure accurate and reliable information is collected.
Became advanced power user of CoStar, one of the leading commercial real estate information and analytics software tools.
CoStar GroupAugust 2015 to CurrentMarket Analyst San Diego, CA
Cover trends in the Los Angeles, Portland, and Seattle commercial real estate markets, with a focus on multifamily assets.
Write detailed analytic reports for 18 submarkets in the Los Angeles market and 50 submarkets in the Portland and Seattle markets. These reports are the main component of CoStar Market Analytics (CMA), a $10,000/month product used by multifamily firms to make important investment decisions.
Use CoStar to run detailed analyses and analyze trends for the submarket reports for the Los Angeles, Seattle, and Portland markets.
Work on consulting projects for clients trying to optimize their real estate investments.
Analyze and forecast real estate trends using econometric models that employ proprietary and external data.
Meet with clients and major CRE players and present findings on the real estate economy and general outlook for the region.
Attend CRE events and conferences in the Los Angeles, Seattle and Portland areas to gather insight for submarket reports.
New York University2015Certificate in Real Estate Finance and InvestmentNew York, NY (online)
Certificate program covering commercial real estate acquisitions, financial modeling, real estate financial analysis, private equity, and REITs.
Relevant coursework: Real Estate Finance, Real Estate Financial Analysis, Real Estate Financial Modeling Using Excel, Real Estate Capital Markets, Real Estate Investment Analysis: Analyzing the Deal, Private Equity and Institutional Real Estate Finance, Analyzing Real Estate Investment Trusts (REITs)
San Diego State University2012MBA: FinanceSan Diego, CA
Relevant coursework: Operations and Supply Chain Management, Financial Management,
Organizational Behavior, Corporate Governance, International Finance, Seminar in Investments,
Security Analysis and Portfolio Management
University of California, Santa Cruz2010Bachelor of Arts: Business Management EconomicsSanta Cruz, CAGPA: Dean's Honor List (multiple quarters). Teaching Assistant for Dr. Carole Gerster, Writing Professor, University Economics Association, Model United Nations, Toastmasters, Business Case Competition.Relevant coursework: Corporate Finance, Financial Accounting, Managerial Accounting, Econometrics, Calculus, Computer Science, Intermediate Microeconomics, Intermediate Macroeconomics, Systems and Simulation, Advanced International Economics, Managerial Economics, Marketing
ARGUS Enterprise Active April 2015- April 2017 California Real Estate Salesperson License Active April 2014-April 2018 Wall Street Prep