Sample Projects

Created underwriting package (using Argus and Excel) for national brokerage house that was used to market and sell a $30m office condo conversion opportunity in Denver, CO.
Built internal development model for a $100m mixed-use development in Vail, CO.
On behalf of a national real estate investment company, analyzed and consulted on multiple real estate allocation strategies valued in excess of $500m.
Analyzed, consulted and provided negotiation assistance on optimal “waterfall” distribution structures for well known Colorado retail developer.

Completed feasibility study on a $35m residential development opportunity in Bakersfield, CA. Study included market analysis, supply and demand, visits with key city/county personnel, key consultant interviews, risk analysis, complete list of pros and cons, etc…
Performed due diligence on a multi-state CMBS portfolio valued over $250m that included site visits, market reports, SWOT analysis and financial modeling.
Part of 5 member consulting team utilized in 2-day charrette on a mixed use development in Ft. Collins, CO that included meetings/presentations to city departments, transportations agencies, investors and developers.

Created Investment Memorandum and Private Placement Memorandum used to raise equity/debt on a $250m resort development in British Columbia.
On behalf of real estate investment company, sourced joint venture “sliver equity” portfolio program with well known multifamily operator/developer in CA, TX and CO. There are over 5,000 units in the portfolio to date.
Hired to raise debt and equity for Denver based developer with deal capital requirements ranging from $1 to $20m.

Created for-sale memorandum and web site on a $4m self storage facility in Denver, CO.
Performed buy vs. sell analysis on a $25m retail development with credit tenants in Broomfield, CO.
Performs CMBS acquisition and valuation analysis on assets in UT, CO and ID for national investment firm.