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- $30 hourly
- 5.0/5
- (29 jobs)
Personal summary: I have about a decade of experience in performing Commercial Asset Valuation and Underwriting, Due Diligence analysis, Cash Flow Reconciliation, Balance sheet evaluation, Leasing agreement review and sales and occupancy cost analysis for CMBS loan application for US client's. I have also experienced in preparing Asset Summary Report, invest memos and financial modeling for prior banks and multinational financial service companies in USA. Area of Experience: * Underwritten * Financial Research * Data Analysis * Data Validation * Variance Analysis * Ratio/Trend Analysis * Investment AnalysisUnderwritingReal EstateFinancial Variance AnalysisCash Flow AnalysisMarket ResearchReal Estate Investment AssistanceCommercial LeaseValuationPro Forma StatementMicrosoft ExcelFinancial AnalysisFinancial ModelingForecastingFinancial Projection - $200 hourly
- 5.0/5
- (163 jobs)
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 CertifiedUnderwritingMicrosoft PowerPointReal EstateCapital MarketsCommercial LeaseReal Estate Investment AssistanceArgusInvestment ResearchReal Estate Financial ModelingFinancial ModelingFinancial AnalysisMicrosoft Excel - $40 hourly
- 4.9/5
- (76 jobs)
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. Investment Pitch Deck: I create investment pitch decks, investment memos, and offering memorandums for both value-add and construction development real estate investment opportunities, 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.); - Real Estate Investment Pitch Deck Creation Let's connect for any questions or chat about how I can help. I look forward to getting in touch!UnderwritingPresentationsReal Estate Investment AssistancePitch DeckValuationMicrosoft ExcelFinancial ModelingAsset ManagementCommercial LendingReport WritingCommercial LeaseReal Estate Financial ModelingMarket AnalysisCash Flow Analysis - $40 hourly
- 5.0/5
- (40 jobs)
I leverage 10-year experience in banking, corporate finance, and credit controlling 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.UnderwritingManagement ConsultingPitchbookFinancial ManagementIndustry KnowledgeFinancial ModelingFeasibility StudyInvestment ResearchCompany ValuationFinancial AnalysisBusiness PlanInvestment PreparationFinancial Projection - $15 hourly
- 4.8/5
- (31 jobs)
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 VOYAUnderwritingReal Estate MarketingReal Estate AcquisitionMicrosoft ExcelInvestment ResearchReal Estate ListingReal Estate Financial ModelReal Estate Investment AssistanceReal Estate Financial ModelingMarket ResearchReal EstateCash Flow AnalysisCash Flow StatementCash Flow Modeling - $100 hourly
- 5.0/5
- (55 jobs)
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.UnderwritingPitchbookPresentationsArgusInvestment ResearchFinancial ModelingFinancial ReportAnalytical PresentationEconomicsReal Estate Financial ModelingFinancial StatementFinancial AnalysisCash Flow AnalysisCompany ResearchMicrosoft Excel - $200 hourly
- 4.5/5
- (139 jobs)
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 M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will 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 - and that makes me the obvious choice for all your business management consulting needs. 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 - Always the Guy On Your Side. 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. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?UnderwritingFinancial Analysis & ValuationReal Estate Financial ModelBusiness ManagementBusiness ProposalCapital MarketsEquity ValuationPartnership AgreementCommercial LendingFinancial Prospectus WritingSEC RegulationContract NegotiationBusiness ValuationMergers & Acquisitions - $93 hourly
- 5.0/5
- (27 jobs)
With over a decade of experience in real estate financial modeling and a strong background in civil engineering and construction, I am an accomplished professional dedicated to delivering top-tier services. I bring a unique perspective to real estate financial modeling that can be particularly valuable to value-add investors and developers. Types of Real Estate Projects I've Worked On: • Multifamily • Office • Industrial • Retail • Hotels & Hospitality • Land development • Single-Family • Mixed Use My services include: • Financial projections (P&L, balance sheet, cash flow) for real estate projects, including Proforma and rent analysis • DCF (Discounted Cash Flow) and IRR (Internal Rate of Return) valuations • Equity and debt analysis in real estate • Debt sculpting for real estate projects based on DSCR, LTV, LTC, etc. • Project returns (IRRs, ROI, equity multiple, etc.) • Partnership return distribution waterfall (LP/GP structures, preferred returns, etc.) • Sensitivity analysis for real estate investments • Key real estate metrics and ratios (e.g., IRR, DSCR, debt yield, equity multiple, etc.) • Rent analysis and forecasting • Pitch deck & Investment offering memorandums Excel Expertise: • Proficient in utilizing MS Excel tools for financial modeling • Skilled in creating visually appealing charts and graphs for investor pitches • Deep knowledge of pivot tables and Excel VBA (Visual Basic for Applications) • Capable of building user-friendly financial models In my practice, I offer tailored services to cater to the specific needs of my clients. Whether you are seeking a versatile, easy-to-use financial model template to streamline your project analysis across multiple ventures, or you require a customized financial model meticulously crafted for a single project, I am here to deliver the expertise you need. My goal is to provide flexible solutions that empower you to make informed real estate investment decisions efficiently, including Proforma and rent analysis, as well as underwriting single deals. Let's discuss your requirements and find the perfect solution for your real estate financial modeling and underwriting needs.UnderwritingReal Estate Financial ModelReal EstateReal Estate Investment AssistancePro Forma StatementMicrosoft PowerPointFinancial ProjectionCash Flow ModelingFinancial ModelingReal Estate Financial ModelingSpreadsheet SoftwareIndustry KnowledgeMacro ProgrammingProject FinanceMicrosoft Excel - $95 hourly
- 5.0/5
- (183 jobs)
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 a 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.UnderwritingConstructionMicrosoft WordFinancial PresentationReal EstateValuationMicrosoft ExcelFinancial Analysis - $70 hourly
- 5.0/5
- (27 jobs)
CFA Charterholder, CIPM, and seasoned Finance Manager with a robust background in financial analysis, strategic planning, and portfolio management. Expertise in real estate financial analysis, including underwriting multifamily assets for acquisition and developing comprehensive ground-up development models. Proven track record in driving business growth through innovative financial models and strategic insights. Advanced proficiency in Excel, SQL, VBA, and data visualization tools such as Tableau and Power BI. Experienced in collaborating with cross-functional teams to optimize financial performance and achieve strategic objectives.UnderwritingFinancial AnalysisReal EstateInvestment StrategyAccounting Principles & PracticesTableauReal Estate Financial ModelingFinancial ModelingForecastingMicrosoft ExcelChartered Financial AnalystFinancial AccountingSQL - $40 hourly
- 5.0/5
- (105 jobs)
Great Opportunity to Outsource: Are you considering outsourcing your work? I'm pleased to offer my services at a highly competitive rate for engagements exceeding 60 hours. Let's collaborate and create something great together! With over 6 years of extensive experience in commercial real estate finance, my focus lies in expertly underwriting and assessing valuations across diverse property types, including multifamily, retail, office, industrial, and hotels. I have a proven track record of successfully performing commercial asset valuation and underwriting totaling over US$250 billion for more than 250 properties. My core competency lies in financial modeling, encompassing projections, sales and rent comparable analysis, sensitivity analyses, and waterfall analysis. I possess advanced skills in building dynamic financial models in Excel with minimal input requirements. Additionally, I excel in conducting thorough market research, submarket analysis, and generating valuable comparable data. Proficient in industry tools such as CoStar, CREXI, LoopNet, Apartment.com, Rentometer, and various real estate sites, I also have preliminary knowledge in Argus run and can effectively integrate ARGUS extraction into financial models. As a seasoned freelancer on Upwork, I've built a strong reputation for delivering high-quality work and aiding investors in achieving their commercial real estate investment objectives. My services extend to underwriting, financial modeling, lease abstracting, pitch deck creation, and comprehensive market research. Let's connect to explore how I can assist you in reaching your commercial real estate investment goals. Skills: • Commercial real estate underwriting • Financial modeling • Ground-up Development Analysis • Lease abstracting/Estoppel Review • Thirds Party Reconciliation (PCA, ESA, Zoning, Survey, Appraisal, Seismic) • Business plan/investment memo writing • Comparative market analysis • Cash flow and rent roll modeling • Market and submarket analysis (CoStar, CREXI, Apartment.com, etc.) Feel free to reach out with any inquiries or to schedule a consultation. I'm enthusiastic about supporting you in your real estate endeavors.UnderwritingPDF ConversionTriple Net Lease AgreementLead Generation AnalysisReal Estate AppraisalDue DiligenceArgusCommercial LeaseFinancial ModelingFinancial AnalysisReal EstateInvoicingCash Flow AnalysisMicrosoft Excel - $60 hourly
- 5.0/5
- (53 jobs)
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!UnderwritingReal Estate AcquisitionReal Estate AppraisalReal Estate Financial ModelingFinancial WritingCommercial LendingBusiness Proposal WritingBusiness WritingBusiness AnalysisFinancial AnalysisFinancial Modeling - $75 hourly
- 5.0/5
- (23 jobs)
Financial Modeling | Real Estate | Due Diligence | Pitch Decks | Debt & Equity Advisory I am a Finance & Real Estate professional with extensive experience working with institutional quality lenders, developers and investors. I have worked on construction and acquisition projects ranging in size from $5mm - $100mm+. Financial modeling is my specialty and I work with all major asset classes. • Advanced excel user with experience using VBA, PowerPoint, Word and Publisher • Exceptional quality work delivered on time. • Precise and regular communication so that all involved parties stay informed.UnderwritingReal Estate Investment AssistanceDue DiligenceReal Estate AcquisitionCapital MarketsMicrosoft ExcelVisual BasicFinanceReal EstatePitchbookReal Estate Financial ModelingData CleaningFinancial ModelingFinancial Analysis & ValuationMarket Research - $260 hourly
- 5.0/5
- (148 jobs)
15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.UnderwritingFinancial Analysis & ValuationBusiness PlanFinancial ProjectionFinancial ModelingFinancial AnalysisMarket ResearchFeasibility StudyPitch DeckPresentation DesignData VisualizationFinancial PresentationReal Estate Business PlanReal Estate AppraisalReal EstateReal Estate Financial Modeling - $10 hourly
- 4.9/5
- (95 jobs)
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.UnderwritingTicketing SystemTicketmaster Entertainment, Inc.Broker's Price OpinionData ScrapingReal EstateData ExtractionReal Estate AppraisalTransaction Data EntryCopy & PasteComputer SkillsMicrosoft ExcelData Entry - $100 hourly
- 5.0/5
- (6 jobs)
✅ 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!UnderwritingCash Flow AnalysisForecastingReal EstateFinancial AnalysisMicrosoft ExcelFinancial PlanningFinancial ReportFinancial ModelingValuationMergers & AcquisitionsFinancial ProjectionInvestment BankingPrivate EquityPro Forma Statement - $50 hourly
- 5.0/5
- (4 jobs)
I am a 18-year vet in the realm of credit and accounts receivable, with an education in Finance and extra skills to spare. When you hire me, you will receive the benefits of: *Someone who has built a credit department from nearly the ground up, ranging from policy creation to operating procedures. *Someone who has trained collectors and analysts to effectively manage credit risk without throttling the company's ability to sell its products or services. *Someone who has analyzed the financials of companies ranging from start-up to multi-billion dollar corporation, hitting on the proper lending solution that equally protects and enhances the bottom line. Sprinkle in some data analysis, supply chain, marketing, and operations.....voila....a well-rounded business acumen that can effectively help you meet many of your short-term and long-term project needs.UnderwritingInvoicingFinancial RiskManagement SkillsData EntryAccounts PayableDebt CollectionCustomer ServiceAccounts ReceivableProject FinanceProject Risk ManagementBusiness OperationsAccounting Principles & PracticesFinancial Analysis - $10 hourly
- 4.3/5
- (47 jobs)
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.UnderwritingLoan ApprovalHubSpotSalesforce CRMLoanSifterMail MergeFunding Needs AssessmentExecutive SupportTrelloGoogle DocsLoan ProcessingTask CoordinationSchedulingMicrosoft Office - $100 hourly
- 5.0/5
- (18 jobs)
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)UnderwritingReal Estate Financial ModelCommercial LeaseDue DiligenceReal EstateReal Estate AcquisitionReal Estate AppraisalAsset ManagementPortfolio ManagementFinancial ModelingAppFolioForecastingReal Estate Investment AssistanceFinancial Projection - $20 hourly
- 4.7/5
- (82 jobs)
Detail-oriented real estate analyst and underwriter with an Engineering degree from Purdue University and an MBA from Babson College. I have lived and worked in the US, China, and India, and bring with me an international perspective. I have analyzed over 500 deals in various sub-segments across the US and my experience includes: - Multifamily real estate underwriting - Commercial (NNN/FSG/MG leases) real estate underwriting - Self storage real estate underwriting - Performing detailed comps analysis - Creating business plans for value-adds - Analyzing Other Income opportunities - Waterfall, Promote Interest, Preferred Returns - Financial Modeling - Debt (agency vs private, fixed vs variable rates, using forward curves) - Making appraisal reports - Evaluating demographics and macro data for specific locations I can analyze rent rolls, offering memorandums, T12s, etc. I have also extensively used redIQ (including valuationIQ and model generation), YardiMatrix, CoStar, Stortrack, and MS Excel including advanced functions for dynamic financial modeling. I am well-versed with data sources like Neighborhood Scout, FRED, BLS, FEMA, etc. used in evaluating a sub-market/location. I have also worked with multiple underwriting excel models and understand the nuances of various models as well as how the numbers flow through the various calculations. Working as a real estate analyst, I have developed a solid understanding of real estate partnership structures including promoted interest, catch-up, clawbacks, and various waterfall models. I can also model waterfall structures in Excel based on the Partnership/Operating agreement conditions. As an analyst, I can create investor memos, investor presentations, and content for offering memorandums. I can also write content and blogs for investors.UnderwritingReal Estate AppraisalReal Estate AcquisitionWaterfallMicrosoft WordEquity ResearchPortfolio Performance ModelingMicrosoft ExcelTechnical AnalysisFinancial ModelingReal Estate Financial ModelingData EntryInvestment StrategyInvestment ResearchWritingFinancial Analysis - $65 hourly
- 5.0/5
- (20 jobs)
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.UnderwritingBusiness Plan WritingCPAPersonal BudgetingFinancial AnalysisCommercial LendingReal Estate Financial ModelBookkeeping - $50 hourly
- 5.0/5
- (32 jobs)
Experienced Real Estate Financial Analyst with a track record of underwriting $6+ billion in real estate transactions. As a full service real estate analyst, I can help you with all your underwriting, investment analysis, financial modelling, pitch decks, due diligence and market research needs. Qualifications: - CFA (Chartered Financial Analyst) - MBA, University of Toronto, Canada Over the last 10 years, I have worked with some of the top tier North American real estate investment firms and developers, analyzing and underwriting commercial and residential real estate across the US and Canada. My focus has been on underwriting deals ranging from $2 million to $500 million, and I have developed comprehensive financial models, offering memos, pitch decks and investor reports. Experienced in real estate assets of all types, I am currently a lead on underwriting new developments and value add projects across the US and Canada. My responsibilities include: • Building financial models and underwriting deals • Creating and designing professional pitch decks and offering memorandums • Conducting thorough investment analysis, due diligence and market research • Determining optimal deal structure and capital stack • Managing post-closing asset management (project tracking, budget variances, running KPIs) • Investor reporting and asset disposition, including calculating multi-tier return waterfalls (IRR, ROI, CoC, EM, etc.) • Experienced in ARGUS, RealPage, CoStar, Quickbooks and other real estate platforms Proficient in underwriting residential and commercial real estate projects of all types: -Multifamily -New development -Value-add acquisitions -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 Metrics/Ratios Analysis (e.g. IRR, DSCR, Debt Yield, Equity Multiple, etc.) Financial Model | Financial Modelling | Investment Analysis | Due Diligence | Underwriter | Real Estate Analyst | Investment Analyst | Feasibility Study | Pro Forma | Cashflow | Market Research | Market Analysis | Pitch Deck | Offering Memorandum | Offering Memo | Private Placement Memo | PPM | Asset Management | Investor Reporting | Accounting | Bookkeeping |UnderwritingReal Estate Investment AssistanceReal Estate Financial ModelingChartered Financial AnalystFinancial ModelingFinancial ProjectionFinancial AnalysisMicrosoft Excel - $85 hourly
- 4.8/5
- (48 jobs)
Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a deep understanding of your vision, processes, business needs, project scope & timelines Analysis - Structure the deliverable based on analysis, solutions, strategic overhauls needed for successful completion of the project Recommendation - Provide data-driven insights and justifications for recommendations. Gather feedback and implement changes Advisory - Empower you to implement and execute with on-demand advisory services. Key deliverables include Strategy consulting ( Business plan creation, market penetration strategies, capital stack, financial modeling and forecasting, business development & sales, KYC/AML for Money Service Businesses, Crowdfunding - OSC 45-108) Business model design and consultation (SaaS, Marketplace, Freemium, Subscription, Bundling, Product to Service to name a few) Customer Acquisition Strategies Financial modeling Market Research, White papers for STO’s, blockchain offerings. Pitchbook design and investor packages. Sector Focus Real Estate Development (Mixed-use, multi-family, Student housing, Long-term Care Residences, Hospitality), Land Banking, Development Pro-forma, Valuations, Capital Stack Advisory Financial Services / Fin-tech - Prop Tech and Mortgage Tech, Payment Technology, Mobile-only banking models, Commercial Banking Professional services / Franchisee models Technology start-ups (SaaS financial models)UnderwritingFinancial WritingReal Estate Financial ModelingReal Estate Investment AssistanceMicrosoft PowerPointBusiness WritingBusiness ModelingFinancial ReportResearch PapersFinancial ModelingFinancial PresentationReal EstateFinancial Analysis - $10 hourly
- 4.7/5
- (122 jobs)
Real Estate Virtual Assistant? Transaction Coordinator? Property Manager? Customer Service? Appointment Setter? BDR? I'm here.. I can do all these things. Hey there! You've found yourself the perfect candidate. Top rated for 6 years of Upwork's talent in the world, 100% client satisfaction, 100+ projects completed. 💼 Skills & Specializations: Administrative Support: Proficient in managing emails, scheduling appointments, organizing files, and handling other administrative tasks to ensure smooth business operations. Calendar Management: Skilled in managing busy schedules, coordinating meetings, and prioritizing tasks to optimize time management and productivity. Customer Service: Exceptional interpersonal skills, with a focus on providing top-notch customer service and resolving inquiries promptly and professionally. Data Entry & Organization: Meticulous attention to detail, with the ability to accurately enter data, maintain databases, and organize information for easy access and retrieval. Research & Analysis: Experienced in conducting research, gathering data, and compiling reports to support decision-making and strategic planning. 🌟 Why Choose Me: Reliability & Trustworthiness: You can count on me to deliver high-quality work consistently and maintain confidentiality with sensitive information. Adaptability: I am adaptable and quick to learn new tools and technologies, allowing me to seamlessly integrate into your workflow and support your evolving needs. Effective Communication: Clear and concise communication is key to my approach, ensuring that expectations are understood and tasks are completed to your satisfaction. Problem-Solving Skills: I am resourceful and proactive in identifying challenges and finding innovative solutions to improve processes and enhance efficiency ✨Real Estate Tasks✨ ✓Transaction Coordinator ✓ Process loans/Loan Analyst for Private Lender ✓ Disposition ✓ Acquisition ✓Running Comparables thru MLS ✓ Property Manager ✨ Real Estate CRM and tools✨ ✓ Gohighlevel ✓Propstream ✓ Vortex ✓Vulcan ✓Hubspot ✓Pipedrive ✓Vortex ✓Podio ✓Batchdialer ✓Calltools ✓ Reipro ✓Reireply ✨Other Skills✨ ✓Customer Service Reps ✓Appointment Setter ✓Social Media Manager ✓Photo Editor ✓ LinkinEd Management/Social Media Management ✓ Email management ✓ Data entry and document processing ✓ Microsoft Office (Word, Excel, PowerPoint, ) ✓ finding emails (CEO, CMO, CFO, Director) ✓ creating good leads Tools ✓Ringcentral ✓Zoiper ✓Call Rail ✓Mojo Dialer ✓3cx ✓Zendesk ✓Shopify ✓Glip Let's collaborate and achieve remarkable success together! Contact me today for prompt and professional service. JoyUnderwritingAdministrative SupportExecutive SupportEmail CommunicationVirtual AssistanceProperty ManagementCustomer ServiceAppointment SettingSchedulingB2C MarketingTelemarketingSales DevelopmentB2B Lead GenerationSalesReal Estate Lead GenerationReal Estate Virtual Assistance - $85 hourly
- 4.5/5
- (19 jobs)
Hello, I am Ori, a seasoned real estate professional with over 10 years in commercial real estate and a Master's degree in Business Administration from Duke University. My experience encompasses all asset classes with an emphasis on multifamily, retail, SFR, and tiny homes development. I have been involved in multiple transactions and DD and underwritten myriad transactions. I assist small to medium owners, developers, syndicators and investors in securing debt and equity and issuing the required documents and financials that lenders request. I underwrite properties and build proformas that provide visibility and assist my clients in evaluating business decisions. In addition, I'm involved in all facets of equity raising including creating slide deck presentations, partnership agreements, returns distribution (waterfall), and general counseling. I have access to multiple real estate software such as Argus, Costar, John Burns and RCA of which I can extract data such as precedent transactions, demographics comparable assets, and much more. One of my strong suites is helping Tiny Home and SFR developers kick start and scale up their businesses. I spent 3 years as an FP&A manager at a fast-growing startup, worked for a Miami-based developer and retail investor before moving to American Landmark, a leading multifamily owner based out of Tampa. I'm currently working as a Principal at a corporate VC fund which is part of a multinational publicly-traded company. I'm regarded for my ability to drive significant top and bottom-line results, conduct in-depth analyses, and draw metric-based conclusions. Throughout my career, I applied my strategic thinking and creativity to find solutions for multifaceted problems and develop new services. Having worked in the financial services, I developed a strong grasp of the business and collaborated with a variety of stakeholders to satisfy the needs of all parties involved. I'm fluent in Spanish and Hebrew.UnderwritingFinancial AnalysisData ModelingForecastingOnline Writing - $125 hourly
- 5.0/5
- (11 jobs)
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."UnderwritingFund AccountingPrivate EquityFinancial ManagementReal Estate Investment AssistanceData ScienceReal Estate Financial Modeling - $25 hourly
- 4.7/5
- (116 jobs)
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 #RealEstateUnderwritingReal Estate AppraisalModelingFinancial ModelingReal Estate Transaction StandardReport WritingReal Estate Investment AssistanceMicrosoft PowerPointFinancial ProjectionReal Estate Project Management SoftwareReal Estate AcquisitionReal EstateReal Estate Financial ModelMicrosoft ExcelGoogle Sheets Want to browse more freelancers?
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