Hire the best Underwriters

Check out Underwriters with the skills you need for your next job.
  • $60 hourly
    Expert in Argus DCF and Enterprise modeling Expert in Excel modeling Expert in commercial Real estate valuation Expert in financial modeling Asset management Portfolio management
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Cash Flow Software
    Real Estate Financial Modeling
    Real Estate Appraisal
    Asset Management
    Commercial Lease
    Argus
    Valuation
    Financial Modeling
  • $40 hourly
    I leverage 10-year experience in banking and IT to help business owners develop business plans, pitch decks, and financial models for investors and banks. With a background across different industries and strong proficiency in financial management, financial modeling, risk analysis, market analysis, and marketing, I work closely with startups and small businesses to translate their ideas into realistic fundraising documents and loan proposals. My relevant experience includes: • Underwriting - 6 years in a German bank focusing on SME financing. I have worked on more than 200 loan proposals - both reviewing and approving loans. My day-to-day included complex financial analysis, modeling, and projections for long-term investment loans (equipment financing, mortgage loans, renewable energy project finance, and real estate projects). • Credit Controlling – 4 years working on project feasibility studies for one the largest IT solutions distributor globally, and managing the credit risk of a portfolio counting more than 400 companies of different sizes in the SEE region. • Freelancing - 2 years on Upwork, Top rated status, 30+ projects, 200+ hours billed. I had a chance to work with startups and small businesses on loan applications and funding proposals for banks, private investors, and venture capital funds. I also freelance for companies as a fractional CFO, work as a credit analyst for a supply chain financing fintech (reverse factoring and working capital funder), and part-time for SMEs as a relationship manager with their lenders. For further reference, please see the comments of my clients. I only take on projects I am certain to excel in.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Management Consulting
    Pitchbook
    Financial Management
    Industry Knowledge
    Financial Modeling
    Feasibility Study
    Investment Research
    Company Valuation
    Financial Analysis
    Business Plan
    Investment Preparation
    Financial Projection
  • $175 hourly
    Hello! My name is Foley George, and my goal is to help you make better real estate decisions with comprehensive, detailed analysis. I work in Capital Markets & Asset Management for a publicly-traded REIT in Atlanta, GA where I handle complex modeling and reporting in Argus and Excel, acquisition & disposition analysis, budgeting & forecasting, and packaging of investment committee memorandums. Prior to that I worked in real estate finance for a middle-market debt & equity shop underwriting and securing financing for deals ranging from $1 million-40 million in size. A brief list of the services I specialize in: building and editing financial models in Argus Enterprise and Microsoft Excel; underwriting acquisitions, dispositions and development projects; loan / finance request packages; budgeting & forecasting; lease analysis; contract review; portfolio analytics & reporting; waterfall modeling; investment committee packages; offering memorandums & pitch decks. If your project is in the real estate spectrum but doesn’t fit neatly into one of these categories, even better! I can't wait to learn about it. A non-comprehensive list of asset types I offer expertise in: office, retail, multifamily, self-storage, industrial, hospitality/hotel, medical office, seniors housing, single family, manufactured housing/mobile homes. Relevant education & certifications: - MBA in Real Estate Development, Clemson University - BS in Business Economics, North Greenville University - ARGUS Enterprise Certified - REFM Excel for Real Estate, Levels 1-3 Certified
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Microsoft PowerPoint
    Real Estate
    Capital Markets
    Commercial Lease
    Real Estate Investment Assistance
    Argus
    Investment Research
    Real Estate Financial Modeling
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $40 hourly
    As a commercial real estate underwriter and financial analyst with 8 years of experience, I provide a wide range of services to institutional and individual investors. I specialize in underwriting and assessing valuations for all types of properties, including multifamily, self-storage, retail, office, industrial, and hotels. My services include: Underwriting and Valuation: I assess the financial feasibility of potential investments and identify any potential risks or challenges. I also estimate the value of properties using a variety of methods, including the income capitalization approach. Financial Modeling: I develop complex financial models to forecast the cash flow and returns of potential investments for value-added and ground-up real estate development. I also use these models to identify the best financing options and to develop exit strategies. Waterfall Syndication Design: I design and structure waterfall syndications, a popular investment vehicle for commercial real estate. I work closely with investors to create syndications that meet their unique investment objectives. Refinance and Exit Plan Analysis: I help investors to refinance their loans and to exit their investments at the optimal time. I analyze the various options available and develop a plan that maximizes the investor's returns. Returns Analysis: I calculate and analyze the various returns metrics associated with commercial real estate investments, such as cash on cash return, internal rate of return (IRR), and equity multiple. I am a Top Rated Plus freelancer on Upwork, and I have a proven track record of success in helping investors achieve their investment goals. I am also proficient in both value-added acquisition and ground-up development underwriting. Please reach out to me today for a free consultation and learn how I can help you achieve your commercial real estate investment goals. Skills - - Underwriting - Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting - Real Estate Development Financial Modeling - Real Estate Value-add Financial Modeling - Financial Modeling - Real Estate Lease abstracting - Business Plan / Investment Memo writing - Asset Summary Report (ASR) writing - Comparative Market Analysis (Sales Comparison Approach) - Cash Flow Working and Modeling; - Rent Roll Working and Modeling; - Real Estate Market and Submarket report analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.); Let's connect for any questions or chat about how I can help. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Valuation
    Microsoft Excel
    Financial Modeling
    Asset Management
    Commercial Lending
    Report Writing
    Commercial Lease
    Real Estate Financial Modeling
    Market Analysis
    Cash Flow Analysis
  • $95 hourly
    Real Estate Private Equity Professional experienced in underwriting $5+ billion of real estate transactions. Over the last 7+ years, I have worked with some of the top tier North American Real Estate Private Equity firms and Financial Institutions, with a focus on underwriting residential and commercial real estate opportunities across USA and Canada. I have built numerous financial models, pitch decks/investor packages for debt and equity raise, and offering memorandums for deal ranging between $2m and $500m. Proficient in underwriting residential and commercial real estate projects of all types: Multifamily New development, Value-add acquisitions, Renovation, Purpose built rental Condos Apartments Single family Land Assembly Multi phased projects Offices Industrial Retail Comprehensive Financial Models will include: -Project Specific Inputs/Assumptions -CashFlow Projections/Forecast -Project Budget -Financing/Debt Assumptions -Complete Debt Schedule -Asset Valuation -Project Returns (IRRs, ROI, Equity Multiple, etc.) -Investor Partnership Return Distribution Waterfall (LP/GP structures, Preferred Returns, etc.) -Sensitivity Analysis -Key Matrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.) Investor Pitch Deck/Financing Package will include but not limited to: -Investment Summary/Opportunity -Market Overview -Neighborhood Overview -Project Descrition -Comparables Analysis -Financial Projections -Sensitivity Analysis -Investment/Deal Structure & Returns -Risk Analysis -Any other custom Requirements Qualifications: MBA, University of Toronto, Canada CFA Charterholder (Chartered Financial Analyst)
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Chartered Financial Analyst
    Financial Modeling
    Financial Projection
    Financial Analysis
    Microsoft Excel
  • $60 hourly
    I am a highly experienced commercial mortgage banker, underwriter, analyst, and former senior bank executive located in Richmond, VA with an extensive background in all aspects of commercial real estate analysis, loan underwriting, and lending. My expertise is the result of 33 + years' experience working as a Banking Executive/Senior Vice President for a number of different, well-known banks such as the former Wachovia Bank, Regions Bank, and RBC Centura, just to name a few. During the course of my career, I have placed loans, either directly through the banks that I have worked for, or through other third-party institutions, such as major Wall Street firms, large life insurance companies and other third-party bank and private specialty lenders. Individual transaction sizes have ranged from $1MM up to $100MM+, although my typical deal size range has been $2MM to $70MM. The loans placed were on many different property types, including apartments, offices, retail and industrial buildings, as well as hotels, self-storage facilities, mixed-use properties, and others. Uses of Funds for these various project types have ranged from simple refinances, to acquisition of such property types with value-add renovation opportunities, to other needed capital stack restructuring. Borrower clients have included both small and large private developer/owners, as well as publicly traded companies and REIT's, such as Wheeler REIT (a grocery-anchored shopping center owner that trades on NASDAQ) and also for United Dominion Realty Trust (UDRT), at one point the largest multi-family project owner in the country.. Consequently, over the course of my career, I have raised / placed more than $1 Billion, and I continue to do this type of work today for both private, as well as publicly traded and other institutional clients on a private consulting basis. The various types of funding that I continue to raise on my own include Senior Debt (through either traditional banks or through private "Stretch Senior" lenders), Mezzanine Debt, Pref Equity, LP money, and also GP or co-GP monies for new and existing commercial projects as well. As a result of my background, I possess a high level of skills in a number of areas related to commercial real estate finance: 1. Property Financial Analysis and Modeling, including such aspects as Sources and Uses, Capital Stack modeling, In-Place or Stabilized UW analysis, Construction Budget Analysis, and IRR Project Analysis, and more. 2. Loan Structuring & Underwriting 3. Loan Placement 4. Loan Closing I also have an extensive and deep level of computer skills with respect to Excel, Word and PowerPoint, with some additional experience in Argus and other related specialty programs as well. Recent / Current Projects: 1. $11.1MM in Pref Equity for a 372 Unit Apt Project in Houston, TX 2. $4MM in Senior Financing on a small Portfolio of Residential Properties in New England 3. $7.143MM on a Condo Development in Boston 4. $21.7MM in Senior Financing and $5MM in Pref / Mezzanine Financing on Multi-Family in Buckhead, GA 5. $5.1MM on the Acquisition of 2 Suburban Office properties in GA and TX 6. $105MM for a portfolio of Grocery-Anchored Shopping Centers 7. $171MM for a proposed condo project in Texas With respect to my educational background, I am a 1982 graduate of the University of Virginia (B.A Political Science), and I pursued my Masters in Business, with a concentration in Real Estate and Urban Land Development at Virginia Commonwealth University from 1986-1991. Overall, I have been in commercial real estate banking/lending since 1990. Prior to starting my graduate work in 1986, I performed Market and Feasibility Analysis work on proposed new construction projects from 1983-1986, while working for a Richmond-based feasibility consulting firm. I also worked briefly for a Virginia-based commercial real estate appraisal firm as well from mid-2017 to late 2020, doing appraisal work. As part of that work, I took and passed all required training regarding USPAP. ("Uniform Standards of Professional Appraisal Practice". These standards are set by the national oversight body for all appraisers, The Appraisal Institute). Given my broad and deep background in all aspects of commercial real estate analysis and underwriting, I would be glad to assist you with any such related work for any real estate project that you may be working on. Furthermore, I always do my best to be reasonable on the fees I charge, and depending on the complexity of each assignment, I am typically able to complete most work in 1-3 days. (Although time frames to complete larger, more complex assignments vary on a case-by-case basis and could take longer). And lastly, I am always willing to talk. So please feel free to reach out to me if you have any questions, or simply wish to discuss your specific project. I look forward to a chance to speak with you and to learn more about your assignment!
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Acquisition
    Real Estate Appraisal
    Real Estate Financial Modeling
    Financial Writing
    Commercial Lending
    Business Proposal Writing
    Business Writing
    Business Analysis
    Financial Analysis
    Financial Modeling
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $25 hourly
    Hi! I´m a young man who is committed to highest levels of quality services within agreed timelines. More than dozens satisfied clients has been proven this achievement and hope I can be roll a key partner of your business. I provide underwrite solution for your daily basis needs and help you to get right information on time due to take decisions. I offer the following services: - KPIs (like DSCR, Cap Rate, Cap Rate at Basis, etc) - Dashboards - Dynamic data models. - CRE Modelling - Value-Add Modeling - Mixed-Use Real Estate Modeling - Hotel Modeling - Real Estate Debt Modeling - Waterfall Modeling - Real Estate Development Modeling - Acquisition Modeling - Real Estate Industrial Modeling - Multifamily Modeling - Offering Memorandum - Underwriting - Capital Expenditure Budgeting - Cash Flow Modelling I have more than 10 years of track record in the field, collaborating to bring a financial solution for those existing business and pre-seed start-ups that require sources and want to offer investment opportunities. During my lifetime experience, I help start-ups to raise financing working on financial models that let them test strategies before a deal with a potential investors until turn their pitch pretty attractive. #CREModelling #ValueAdd #ValueAddModeling #MixedUseRealEstateModeling #HotelModeling #REDebtModeling #WaterfallSyndication #WaterfallModel #REDevelopmentModeling #AcquisitionModeling #REIndustrialModeling #MultifamilyModeling #OfferingMemorandum #Underwriting #CashflowModel #Proforma #RealEstate
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Appraisal
    Modeling
    Financial Modeling
    Real Estate Transaction Standard
    Report Writing
    Real Estate Investment Assistance
    Microsoft PowerPoint
    Financial Projection
    Real Estate Project Management Software
    Real Estate Acquisition
    Real Estate
    Real Estate Financial Model
    Microsoft Excel
    Google Sheets
  • $100 hourly
    My passion for real estate started during my internship with a Swiss architecture firm at the age of 16. After completing an MSc in Real Estate Finance, I now have eight years of working experience in the real estate field. Having worked for small-size companies, I have been able to explore diverse domains, ranging from financial modeling/underwriting to project management and transactions. As of today, I have closed $300M in asset/portfolio transactions and $170M in new loans/refinancing. All my field expertise is shown below. I have experience in both the US market and European market, and have worked on almost every single type of real estate (SFR, multifamily, offices, retail, self-storage, logistics) at the asset & portfolio level. • Underwriting • Financial Modeling • Valuations (all methods) • Writing “Offering Memorandums” • Due diligence • Investor Relations Manager & Reporting • $300M in deal transactions (acquisitions / dispositions) • $170M in new loans and refinancing transactions (Agency Debt, CMBS, Life Insurance, residential mortgages) • Lead project manager of a 600,000 square feet distressed office portfolio • Accounting & bookkeeping (Appfolio software)
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Financial Model
    Commercial Lease
    Due Diligence
    Real Estate
    Real Estate Acquisition
    Real Estate Appraisal
    Asset Management
    Portfolio Management
    Financial Modeling
    AppFolio
    Forecasting
    Real Estate Investment Assistance
    Financial Projection
  • $100 hourly
    As a TOP RATED and HIGHLY RESPONSIVE Real Estate Freelancer, I specialize in providing Commercial Real Estate Consulting and Underwriting Services for Multifamily, Office, Medical Office, and Retail properties. With over three years of experience as a Private Equity Real Estate Analyst and two years as a Private Consultant, I offer valuable insights and analysis that help clients make informed investment decisions. Using specialized tools such as advanced Microsoft Excel, CoStar, Real Capital Analytics, and Esri Business Analyst, I paint a clear picture of markets and properties, giving my clients the information they need to succeed. My 100% client satisfaction rating speaks to my commitment to providing the most significant benefit for the lowest reasonable cost. I am highly responsive to my clients' needs and work tirelessly to ensure their questions and concerns are addressed promptly. My communication skills have been praised by clients, and I am confident that I can deliver exceptional results on any project. If you're looking for a skilled and experienced real estate freelancer who can help you achieve your investment goals, look no further. Let's work together to make your next project a success!
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate
    Visual Basic for Applications
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Financial Modeling
    Argus
  • $10 hourly
    𝑹𝒆𝒂𝒍 𝑬𝒔𝒕𝒂𝒕𝒆 𝑽𝒊𝒓𝒕𝒖𝒂𝒍 𝑨𝒔𝒔𝒊𝒔𝒕𝒂𝒏𝒕 (𝑼𝑺𝑨) - 𝑩𝑷𝑶, 𝑹𝑬𝑶, 𝑴𝑴𝑹, 𝑴𝑺𝑹, 𝑨𝑹𝑽, 𝑪𝑴𝑨 & 𝐓𝐢𝐭𝐥𝐞 𝐒𝐞𝐚𝐫𝐜𝐡 ✔ Real Estate Virtual Assistant. I have been completing BPO (𝐁𝐫𝐨𝐤𝐞𝐫 𝐏𝐫𝐢𝐜𝐞 𝐎𝐩𝐢𝐧𝐢𝐨𝐧) reports for 5 years and I have been working as a Real Estate & Data Entry Specialist for over 5 years. 𝐕𝐈𝐑𝐓𝐔𝐀𝐋 𝐒𝐄𝐑𝐕𝐄𝐑𝐒 (𝐔𝐒𝐀) & 𝐄𝐒𝐓 - 𝐂𝐒𝐓 - 𝐏𝐒𝐓 - 𝑴𝐒𝐓 𝐖𝐨𝐫𝐤𝐬 𝐝𝐨𝐧𝐞 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐔𝐒𝐀 𝐂𝐥𝐨𝐮𝐝 𝐃𝐞𝐬𝐤𝐭𝐨𝐩𝐬 𝐰𝐢𝐭𝐡 𝐒𝐭𝐚𝐭𝐢𝐜 𝐈𝐏 𝐒𝐞𝐫𝐯𝐞𝐫. 𝐀𝐯𝐚𝐢𝐥𝐚𝐛𝒊𝐥𝒊𝐭𝐲 - 𝟐𝟒x𝟕 𝐓𝐞𝐚𝐦 𝐑𝐄𝐀𝐋 𝐄𝐒𝐓𝐀𝐓𝐄 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒: 𝐁𝐫𝐨𝐤𝐞𝐫 𝐏𝐫𝐢𝐜𝐞 𝐎𝐩𝐢𝐧𝐢𝐨𝐧 - 𝐅𝐥𝐨𝐰 𝐨𝐟 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 - 𝐑𝐄𝐎 / 𝐌𝐒𝐑 / 𝐌𝐌𝐑 / 𝐂𝐌𝐀 ✔ Accepting BPO orders from multiple vendors. (BPO Companies) ✔ Subject Analysis - Tax Records - MLS & Online sources. ✔ Comparable Research - List & Sale Comps selection - MLS & Online Sources. ✔ Data Entry or BPO form filling - Comps, Market info, Comments & AS-IS value. ✔ Photo uploading & Report Submission - Subject & Comps photos. ✔ Quality Control & Resolving kickbacks/Revisions. ✔ Rejection Analysis & Quality check of Reports. 𝐌𝐚𝐫𝐤𝐞𝐭 / 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 ✔ Determining / Calculating 𝐀𝐑𝐕 (After Repaired Value) ✔ Comparative Market Analysis - 𝐂𝐌𝐀 ✔ Property Analysis - Rental Value & As-is Value - Market Research. 𝐓𝐢𝐭𝐥𝐞 𝐒𝐞𝐚𝐫𝐜𝐡 / 𝐓𝐢𝐭𝐥𝐞 𝐄𝐱𝐚𝐦𝐢𝐧𝐞𝐫 / 𝐀𝐛𝐬𝐭𝐫𝐚𝐜𝐭𝐨𝐫 ✔ Current / Single and Two Owner search ✔ Full Title History Report - Chain of Title ✔ Update search ✔ Date down & Search Package. ✔ Chain of Title, Deeds, Mortgage, Deed of Trust, Liens and Judgment Research. ✔ Tax Liens, Taxes, Encumbrance, Probates, Foreclosure and Due diligence Research. 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐖𝐞𝐛 / 𝐈𝐧𝐭𝐞𝐫𝐧𝐞𝐭 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 ✔ Probate & Foreclosure Research - Owner Data & Properties Data ✔ Real Estate Web research - Rental Analysis - Property Analysis, Etc ✔ Researching Property Comparables. ✔ Scrapping, Capturing, & Mining from Real Estate Websites. ✔ Zillow, Redfin, Trulia, Loopnet, Realtor, Rentometer, Whitepages, Etc ✔ NARRP, MLS, Hubzu, County Websites & Public Records. 𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄 ✔ BPO - Property Condition Reports (PCR), REO, MMR & MSR ✔ Interior, Exterior & Commercial BPOs ✔ Familiar with 30+ BPO vendors - BPOFulfilment, Xome, Clear Capital, Etc. ✔ Familiar with all types of MLS - Matrix, Paragon, FlexMLS, Clarity, Etc. ✔ Familiar with Data Trace, Data Tree, Netronline, Resware, Tims, Docviewer & Alphamax _____ 𝐃𝐀𝐓𝐀 𝐄𝐍𝐓𝐑𝐘 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒: I have been working as a Data Entry Specialist for over 5 years. ✔ Data Entry, Data Management, Data Organization / Presentation, Data Analysis ✔ PDF or Image or File to Word/Excel/Notepad - Manual Data Entry ✔ Data conversion PDF, Word, Excel, Txt, Csv & Doc ✔ Microsoft Office - Advanced level skills in Excel, Word, PowerPoint & Access ✔ Google Apps - Google Drive, Docs & Spreadsheets ✔ Good typing speed (65 WPM) with exceptional speed & accuracy. _____ ✔ If you need a team, I already have my own team of dedicated and hardworking freelancers. Just message me and we're ready and very willing to do your project. Thank you! Have a great day.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Ticketing System
    Ticketmaster Entertainment, Inc.
    Broker's Price Opinion
    Data Scraping
    Real Estate
    Data Extraction
    Real Estate Appraisal
    Transaction Data Entry
    Copy & Paste
    Computer Skills
    Microsoft Excel
    Data Entry
  • $60 hourly
    CFA Charterholder, CIPM (Certificate in Investment Performance Measurement) Desgination holder, experienced portfolio analyst, experience in real estate financial analysis and valuation on value add and development properties, expert in Excel, experienced in SQL
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Financial Analysis
    Real Estate
    Investment Strategy
    Accounting Principles & Practices
    Tableau
    Real Estate Financial Modeling
    Financial Modeling
    Forecasting
    Microsoft Excel
    Chartered Financial Analyst
    Financial Accounting
    SQL
  • $100 hourly
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Cash Flow Analysis
    Forecasting
    Real Estate
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Financial Report
    Financial Modeling
    Valuation
    Mergers & Acquisitions
    Financial Projection
    Investment Banking
    Private Equity
    Pro Forma Statement
  • $150 hourly
    I am a Real Estate finance executive with 16-year experience in the financing, development, and management of large portfolios of commercial Real Estate with a combined value of more than $1 Billion, including retail, office, medical, hospitality and multifamily assets. SPECIALTIES • Building sophisticated Excel models that are accurate, clear, easy-to-use and maintain, and scalable. • Producing high-quality offering memorandums, debt packages and pitch decks that will articulate a compelling case and drive success. • (Re)structuring and optimizing the capital stack in order to reduce the weighted average cost of capital. EXPERIENCE • 30 years of building financial models for large and small companies, including a global trading company. • 16 years as a CFO, CEO or COO for commercial Real Estate firms managing or developing substantial portfolios including hospitality, retail, office, medical, and multifamily assets. • Experience includes successful financing of projects up to $135M., and refinancing of distressed or overleveraged assets. My experience as a finance executive for Real Estate development and property management companies allows me to have a thorough understanding of the challenges facing Real Estate developers, managers and investors, and quickly identify and implement winning solutions. SOPHISTICATED EXCEL MODELING • Cash flow modeling, by month and by year over 10 years • investor return metrics • Complex waterfalls, promotes and equity structures (common, preferred) • Sophisticated debt structures (senior and mezzanine debt, EB-5, C-PACE) • Historic and prospective KPIs (IRR, LTV, DSCRs, Yield analysis) • Sensitivity and multiple scenario analysis DEBT, EQUITY, AND INVESTMENT PACKAGES: COMPELLING PRESENTATIONS The production of state-of-the-art investment packages is absolutely critical to the success of a deal. Institutional investors and lenders receive hundreds of funding requests every week and only the best packages have a chance of drawing attention and obtain the requested funds. I produce professional-looking and highly attractive packages that make a compelling case to lenders and investors. Attention is paid to every detail of the package, and as form and substance are combined with flawless underwriting and financial projections, this results in a very high rate of success for my clients.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Pro Forma Statement
    Financial Projection
    Financial Analysis
    Financial Modeling
    Real Estate Investment Assistance
    Project Finance
    Real Estate Financial Modeling
    Presentations
    Microsoft Excel
  • $190 hourly
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating investment presentations / offering memorandum (OM) / pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • $10 hourly
    Quick Learning, Quality and Commitment are my major strengths I have adequate knowledge and experiences of - Mortgage Loan Processor (Loan Registration with Lenders, AUS LP/DU, CTC) - Completion of Title, Appraisal, HOI, VOE, Credit Reports, Credit Supplements - e-Mail handling and Customer Support - Web Searching & Data Entry & Data mining - MS Excel/Google sheets, MS Word & Mail Merge - Graphical presentation of data into MS Excel, MS PowerPoint and Pivot charts, - Order Fulfillment ﴾ Oberlo/Dropified/Ezusy Apps ﴿ - Amazon Product Sourcing, Keepa, FBA Calculator and Product Listings. My Communication describes as I can understand your job requirements and explain my concerns effectively and I am equipped with latest communication tools. I am available 24/7 and always ready to work with you according to your time zone. ●●● I am excited to offer 1 week FREE Trial ●●● WHY? During the Trial you'd be able to judge my skills and writing ability which in turn eliminates the risk-factors involved in hiring a new member! Hence your Time & Investment both would be completely safe & sound.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Loan Approval
    HubSpot
    Salesforce CRM
    LoanSifter
    Mail Merge
    Funding Needs Assessment
    Executive Support
    Trello
    Google Docs
    Loan Processing
    Task Coordination
    Scheduling
    Microsoft Office
  • $75 hourly
    Hello, Aron here for all your real estate analysis needs! Currently, I work for a top retail REIT (Real Estate Investment Trust) as an analyst where I have underwritten/analyzed high-quality shopping centers across the country. Before that, I was an analyst for a Top 20 real estate private equity firm that specializes in self-storage properties. My career in real estate started working as a commercial real estate credit analyst, where I underwrote the full spectrum of property types (Multifamily, storage, office, and retail), of loans totaling over $350MM. I am an expert in excel, with skills including complex equations (use of xlookup, hlookup, vlookup, index/match, and more), pivot tables, and creating analysis from scratch. I am also an expert in Argus, for underwriting retail and office properties. I understand what is required to compute thoughtful, analytical, and actionable analyses on properties. I respond to all requests within a 24-hour window and always aim to provide high-quality work. Happy to connect, and look forward to working with you.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Pitchbook
    Presentations
    Argus
    Investment Research
    Financial Modeling
    Financial Report
    Analytical Presentation
    Economics
    Real Estate Financial Modeling
    Financial Statement
    Financial Analysis
    Cash Flow Analysis
    Company Research
    Microsoft Excel
  • $23 hourly
    Hey, thanks for visiting my profile. Hope you are doing great. BTW, I would like to share that I'm a CRE underwriter and analyst who underwrites CMBS and acquisitions since 2016. My speciality is to underwrite multifamily properties however, I have the knowledge to underwrite other types of properties as well including self-storage, office, retail, industrial, and hotel. I have completed Michael Blank’s “The Syndicated Deal Analyser” course and I have been using the SDA for 4 years now. I have completed another course at affordable housing from Kingdom Academy. In that course, I learnt affordable housing analysis, modelling for PFC, LIHTC, AMI calculation to adjust the rent and all that stuff. My key expertise is underwriting, market research, creating offering memorandum, analysing the rent and sales comparable along with the demographics, building investment models, finding deals from various brokers, contacting the broker to collect the due diligence and whisper price, etc. I’m experienced in asset management as well as I managed few small multifamily properties through the online CRM such as Buildium remotely. I have the expertise to underwrite deal using RedIQ. I know to perform extensive formulas in excel as I have created many CMBS and acquisitions/development model so far. Also, built value-add, vacant land, lease-up models and pitch decks as well. You can expect timely, professional, and transparent communication from me. I can assure you to provide a quality service. Please reach out with any questions or just to chat about how I can help you. I'm looking forward to getting in touch! It will be my pleasure to talk to you. Best - Omor Sahariar
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Cash Flow Analysis
    Financial Modeling
    Asset Management
    Valuation
    Cash Flow Modeling
    Salesforce
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    CRM Software
    Real Estate Appraisal
    Commercial Lease
    Real Estate
    Microsoft Excel
    Real Estate Acquisition
  • $195 hourly
    I am a highly specialized professional in custom financial modeling, leveraging the power of Excel and Google Sheets to deliver exceptional results. With over a decade of experience in financial planning and analysis, I have successfully catered to the needs of both large corporations and small businesses. My expertise lies in two prominent sectors: Software-as-a-Service (SaaS) and Real Estate. Throughout the past eight years, I have honed my skills in these industries, developing cutting-edge techniques such as cohort modeling to provide highly effective solutions. In the realm of real estate, I excel at constructing pro forma forecasting templates that encompass a wide range of joint venture waterfall structures. These include intricate elements such as IRR hurdles, general preferred return, preferred equity, and unique contractual agreements. I love all things CRE modeling. Within the SaaS domain, I specialize in crafting comprehensive 3-, 5-, and 10-year forecasting models. These models incorporate meticulous bottom-up assumptions to analyze subscription pricing strategies, contract lengths, retention rates, fixed and variable costs, CAC/LTV (Customer Acquisition Cost/Lifetime Value) outputs, and integrated 3-statement financial models. Regardless of the industry, I am eager to tackle any financial modeling assignment. My experience spans diverse sectors, encompassing everything from car washes and laundromats to product-as-a-service systems, construction companies, and everything in between. I work weekends and all hours.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Accounting
    Financial Analysis
    Financial Planning
    Financial Analysis & Valuation
    Business Planning & Strategy
    Financial Projection
    Pro Forma Statement
    Joint Venture
    SaaS
    Google Sheets Automation
    Real Estate
    Real Estate Financial Modeling
    Financial Modeling
    Microsoft Excel
  • $35 hourly
    Extensive and progressive finance professional with about 6+ years of experience in performing Commercial Asset Valuation and Underwriting worth of US$200 Billion for more than 100 properties, Due Diligence analysis, loan review, and lease abstract analysis for CMBS loan application in the North America Market, USA. I have also strong knowledge of complex automated financial and accounting software systems that include Underwriting models for short/long-term strategy development and delivering optimal financial analysis support for new/existing clients. Strengths:  Deadline-oriented individual  Put extra emphasis on the quality of the work and accuracy  Understands Responsibility and Accountable  Resilient and Patience  Good Problem-Solver and Decision-Maker  Emphasize the depth and details of the work Skills:  CoStar Market research  Real Estate Asset Valuation  Investment analysis  Financial Modeling  UW Model Update With Relevant Data  Cash Flow Working And Modeling  Rent Roll Working And Modeling  PCR Summary, ESA Summary & Escrow Schedule Creation  Thirds Party Reconciliation (PCA, ESA, Zoning, Survey, Appraisal, Seismic)  Appraisal Data Tape  Appraisal Review  CAM Reconciliation  Lease Abstract Analysis  Loan Review  Estoppel Analysis  Bank Reconciliation  Account Payable & Account Receivable Analysis  Demographic and CoStar Information Extraction  Occupancy Cost And/or STR For Hotel Deals  Sales, Strength & Breakpoints Working For Retail Property
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    PDF Conversion
    Triple Net Lease Agreement
    Lead Generation Analysis
    Real Estate Appraisal
    Due Diligence
    Argus
    Commercial Lease
    Financial Modeling
    Financial Analysis
    Real Estate
    Invoicing
    Cash Flow Analysis
    Microsoft Excel
  • $60 hourly
    Prateek Garg is a Chartered Accountant based out of India. Since his internship days with a premier Chartered Accountancy firm, he has started working out with businesses as Management Consultant where he was working with companies in advising for Capital Structuring, Capital Raising, Go-to-Market Strategy, Expansion Strategies, Financial Modelling, Pitch Deck & Fund Raising.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Appraisal
    Startup Consulting
    Venture Capital Consulting
    Financial Modeling
    Business Modeling
    Business Valuation
    Business Plan
    Business Analysis
  • $98 hourly
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Fund Accounting
    Private Equity
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • $95 hourly
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales with over 58,000 units during 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications including construction loans, tax exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Construction
    Microsoft Word
    Financial Presentation
    Real Estate
    Valuation
    Microsoft Excel
    Financial Analysis
  • $50 hourly
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $15 hourly
    I have over four years of experience in commercial asset valuation and underwriting, with a track record of successfully valuing assets worth over $50 billion for over 100 properties. My expertise includes due diligence evaluations, income and occupancy cost-benefit analyses, and CMBS domestic loan underwriting for a variety of property types including commercial (office, hotel, and retail), multifamily, industrial, and self storage. In addition, I am skilled in market and submarket research, real estate acquisition, property summaries, profit and loss calculations, demographics, real estate comp analyses, ARV and MAO analyses for single family properties, short term rental analyses, and off-market property finding using platforms such as Zillow, Redfin, Realtor, Loopnet, and Movoto. I am proficient in working with top lenders such as Barclays, Morgan Stanley, Allianz, JP Morgan, Citi Group, Credit Suisse, Bedrock, BMO, Kuvare LP, and VOYA
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Marketing
    Real Estate Acquisition
    Microsoft Excel
    Investment Research
    Real Estate Listing
    Real Estate Financial Model
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Market Research
    Real Estate
    Cash Flow Analysis
    Cash Flow Statement
    Cash Flow Modeling
  • $33 hourly
    Hi, I am a Financial Advisor with over six years of experience at the Big4 firms (KPMG and PwC) and a member of the Association of Chartered Certified Accountants (U.K.). I specialize in: • Mergers & Acquisitions (M&A): I have conducted buy-side and sell-side due diligence for various clients across different industries, such as healthcare, education, technology, and manufacturing. I have also prepared valuation reports, deal memos, and closing documents for successful transactions. • Real Estate Underwriting: I have performed financial analysis and risk assessment for various real estate transactions, such as acquisitions, disposals, refinancing, and restructuring. I have also prepared underwriting reports, cash flow models, and sensitivity analysis for different real estate assets, such as residential, commercial, and mixed-use properties. • Business Valuation: I have performed business valuation for various purposes, such as M&A, equity financing, tax planning, litigation support, and strategic decision-making. I have used different valuation methods, such as discounted cash flow (DCF), market multiples, asset-based approach, and income approach. • Business Plans: I have prepared comprehensive business plans for startups and established companies across different industries, such as healthcare, education, technology, manufacturing, and consumer goods. I have also created financial projections, market analysis, competitive landscape, and growth strategies. I’m passionate about helping businesses grow and succeed by providing them with high-quality financial analysis and advice. I’m also reliable, hard-working, and communicative. If you are looking for a skilled and experienced Corporate Financial Analyst who can help you with your M&A, underwriting, valuation, or analysis needs, please feel free to contact me. I would love to hear more about your project and how I can contribute to its success. Thank you for your consideration and have a great day!
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Real Estate Financial Modeling
    Economic Analysis
    Real Estate Investment Assistance
    Problem Solving
    Market Trends
    Price & Quote Negotiation
    Financial Analysis & Valuation
    Communications
    Financial Model
    Post-Merger Integration
    Mergers & Acquisitions
    Government & Public Sector
    Due Diligence
    Financial Analysis
    GAAP
  • $65 hourly
    With a CPA license and experience as a commercial lender, I can provide a range of services including real estate underwriting, business plan writing, and personal and business budgeting.
    vsuc_fltilesrefresh_TrophyIcon Underwriting
    Business Plan Writing
    CPA
    Personal Budgeting
    Financial Analysis
    Commercial Lending
    Real Estate Financial Model
    Bookkeeping
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job (it’s free)

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Underwriter on Upwork?

You can hire a Underwriter on Upwork in four simple steps:

  • Create a job post tailored to your Underwriter project scope. We’ll walk you through the process step by step.
  • Browse top Underwriter talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Underwriter profiles and interview.
  • Hire the right Underwriter for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Underwriter?

Rates charged by Underwriters on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Underwriter on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Underwriters and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Underwriter team you need to succeed.

Can I hire a Underwriter within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Underwriter proposals within 24 hours of posting a job description.

Schedule a call