Hire the Best Real Estate Financial Models Freelancers in San Francisco, CA

Alex Tyler, CFA Institutional Real Estate Financial Modeling | ARGUS Enterprise | Development & Asset Management 15 Years Experience | Top Rated Plus Previous Experience * Alaska Permanent Fund Corporation ($90B AUM) — Portfolio Manager, Sovereign Wealth Fund * Aegon Asset Management ($500B AUM) — Asset Manager * Pacific Urban Investors ($5B AUM) — Acquisitions Associate Credentials * Chartered Financial Analyst (CFA) * ARGUS Enterprise Certified * Master of Urban Planning * B.S. Economics ⸻ I develop institutional-grade financial models, underwriting platforms, and reporting systems for developers, investment managers, lenders, family offices, and institutional real estate owners. My models are designed for investment committee review, lender underwriting, equity due diligence, and long-term asset management. Every engagement emphasizes transparency, auditability, and maintainability. Core Services Financial Modeling * Acquisition underwriting * Ground-up development models * Construction loan sizing and draw engines * Partnership waterfalls * Joint venture structures * Sensitivity and scenario analysis ARGUS Enterprise * Lease abstraction * MLA setup * Portfolio updates * Cash flow validation * Variance analysis * ARGUS-to-Excel integration Asset Management * Portfolio reporting * Business plans * Hold/Sell analysis * Capital planning * Investment committee materials * Lender and equity reporting Model Audits * Repair inherited models * Formula and logic audits * Circular reference resolution * Model restructuring * Performance optimization ⸻ Recent Engagements * $800M Mixed-Use Development — Institutional financial model supporting phased development, public-private partnership analysis, and capital formation. * $400M Open-Air Retail Acquisition Platform — ARGUS-integrated underwriting platform for institutional acquisitions. * 217-Unit Multifamily Development — Construction financing, equity waterfalls, and institutional reporting. * 129-Unit LIHTC Development — Construction draw engine, bond financing, and agency reporting. * 50+ Asset Open-Air Retail Portfolio — Quarterly ARGUS maintenance, portfolio reporting, and cash flow validation. * 56-Property Retail Portfolio — Lease analytics and Excel reporting across 5,000+ commercial leases. ⸻ How I Work Every model includes documented assumptions, validation checks, and reconciliation schedules. I build modular, auditable models that remain maintainable long after delivery. Typical engagements include: * Institutional acquisition underwriting * Development financial modeling * ARGUS portfolio reporting * Asset management analytics * Repairing and improving inherited models Many clients continue working with me on an ongoing basis for acquisitions, development, and recurring portfolio reporting.

— Investment Analyst | Multi-Billion-Dollar Family Office – Assessed and articulated the financial impact of acquisitions, developments, operations, leasing, and sales on cash flow and project and partnership level returns. — Underwriting & Valuation Expertise – Underwrote over $2 billion in renewable energy and commercial real estate assets acquisitions and developments across all major property types, including office, retail, industrial, multifamily, and hospitality. Developed and maintained comprehensive cash flow and valuation models. — Capital Markets & Financing – Secured over $250 million in assumable, construction, bridge, and permanent financing through strategic partnerships with leading pension funds, banks, and insurance companies. — Investment Committee & Investor Presentations – Prepared comprehensive investment committee memorandums and developed pitch decks in Word and PowerPoint, effectively communicating deal rationale, financial analysis, and strategic recommendations to stakeholders. — Investment Strategy & Stakeholder Communication – Spearheaded the development and presentation of investment memorandums, business plans, and financing proposals for institutional partners. Real Estate Expertise As an Investment Analyst for a multi-billion family office, I have hands-on experience across all stages of the real estate lifecycle, including: Acquisitions, Developments & Dispositions – Underwriting, due diligence, contract negotiations, investment memorandums, prorations, and waterfall modeling. Financing & Capital Structuring – Structuring assumable, construction, bridge, permanent financing, and recapitalizations to optimize portfolio performance and capital efficiency. Operations & Asset Management – CAM and tax reconciliation, budgeting, and reforecasting to optimize asset performance. Valuation & Financial Modeling – Advanced proficiency in ARGUS Enterprise and Excel modeling. I currently hold my certification in Argus Enteprise. Scenario & Sensitivity Analysis – Evaluating and communicating the financial impact of operational decisions, leasing strategies, asset dispositions, and repositioning efforts.

I’m happy to help with any needs relating to: - Financial modeling - Power BI & Power Query - Fractional CFO Services - Real Estate Analysis - ROI, IRR, NPV analysis - Monthly/Weekly cost tracking - Large data manipulation - Financial Systems Implementation - FP&A best practices

✦ MY TRACK RECORD I’m a founder-turned-consultant with 18+ years of experience building and advising startups across industries. I’ve walked the founder path myself launching, scaling, and exiting a business so I know what it takes to turn vision into traction and raise capital from serious investors. To date, I’ve partnered with over 330 startups (and many more through referrals), helping them go from pre-seed to Series C and beyond. Whether you're refining your story for angels or preparing to pitch top-tier VCs, I can help you get there with clarity and confidence. I’ll take you through my refined, step-by-step process to build compelling investment materials that will secure funding and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy in Ross, California in Nor Cal's Marin County within the Bay Area. ✦ CORE OFFERINGS Pitch Decks Investor-ready content and clean, modern design in Google Slides, Keynote, or PowerPoint. Executive Summaries (1-Pagers) Concise and compelling—perfect for cold outreach or investor intros. Sales Presentations Win deals with pitch-perfect decks for clients and partners. Business Plans Investor-grade plans in Google Docs or Word—detailed, structured, and clear. Financial Models Fully editable Excel models with 5-year projections, breakeven, cash flow, balance sheet, and more. Fundraising Support Custom investor list curation, outreach strategy, and fractional support managing the raise. ✦ WHO I WORK WITH I’ve supported startups in: AI • SaaS • Consumer Goods • B2B Tech • Fintech • Real Estate • Edtech • Health & Wellness • Fashion • Adtech • Legal Tech • Media • Hospitality • Aerospace • Life Sciences • Biotech • Crypto • Biotech • Blockchain • Insure-tech • PropTech • Cybersecurity • GovTech • E-commerce/DTC • Creator Economy • Marketplaces • Telemedicine / Digital Health • Food & Beverage • Transportation / Mobility • Gaming • Logistics & Supply Chain ✦ DELIVERY TIMELINES Pitch Deck (content and design): 3 weeks Deck + Financial Model: 3 weeks Full Package (Deck + Model + Plan): 6 weeks Executive Summary / 1-Pager: 7 days ✦ WHY CLIENTS HIRE ME ✔️ Former founder who gets it ✔️ Extremely organized and detail-oriented ✔️ Great communicator and listener ✔️ Process-driven and deadline-oriented ✔️ I make your raise easier, faster, and more effective ◼️ MY EDGE Work with an expert (330+ projects on Upwork) Receive investor-ready material Save time and headache A proven process that works Easy to work with ◼️ TESTIMONIALS "The best freelancer on Upwork—Peter and his team crushed it!" "Brilliant, professional, and responsive. I highly recommend working with him!" "Peter helped us raise capital with materials that investors consistently praised." Let’s talk!