Hire the Best Underwriters in Toronto, ON

Real estate private equity professional. CFA charterholder, MBA in Finance (University of Toronto), and ex-RBC banker. Over the last decade, I've underwritten commercial and residential real estate across the US and Canada for 80+ developers, sponsors, syndicators, PE firms, and brokers — deal sizes from $2M to $500M+. Underwriting & investor materials: • Financial models — development, acquisition, value-add, refi (full debt schedules, sensitivities, LP/GP waterfalls) • Offering memorandums, investor pitch decks, PPM-support • Underwriting & due diligence — rent comps, sales comps, expense benchmarking • Asset management & investor reporting — dashboards, variance tracking, waterfall recalcs Strategy & advisory: • Deal evaluation & second-opinion underwriting — go/no-go on deals under LOI or in IC review • Acquisition strategy — market selection, asset positioning, multi-market ranking frameworks • Capital structure design — debt sizing, preferred equity, JV economics, LP/GP waterfalls • Hold-sell-refinance — exit timing, scenario analysis, disposition strategy • Sponsor-side advisory — thesis development, first-fund structuring, LP pitch positioning Recent engagements: • Capital stack structuring for a 51-unit Florida condo development to rebalance sponsor and LP economics • 165-unit, two-tower condo development in Ontario ($94M project; full investor OM and underwriting model) • Acquisition strategy advisory for a first-time multifamily sponsor — built a 10-market ranking framework • Multi-tenant NNN offering memorandum ($45M asset) Asset classes: multifamily, mixed-use, industrial, retail, hospitality, condo, SFR, office, purpose-built rental, land assembly. Primary platforms: Excel (advanced), Argus, CoStar, RealPage. Comfortable across other CRE-adjacent software. Whether you need a deal modeled, evaluated, or structured for investors — send the details and I'll come back with scope and timing.

I help lenders, mortgage brokers, financial advisors, real estate professionals, and business owners organize complex financial information, improve workflows, and prepare opportunities for execution. My background spans financial services, lending, operations management, process improvement, and systems development. I have experience analyzing financial information, reviewing borrower profiles, identifying documentation gaps, coordinating stakeholders, and managing opportunities from initial intake through execution. In addition to my work in lending, I have designed and implemented workflow systems that improve visibility, accountability, and decision-making across financial and operational environments. My work focuses on creating structure where complexity exists—whether that involves organizing financing files, preparing lender-ready packages, building CRM workflows, or improving business processes. Areas of expertise include: • Financial analysis and deal review • Mortgage and lending file preparation • Commercial financing package development • Client onboarding and documentation systems • CRM and pipeline management • Workflow design and process improvement • Data organization and reporting • Stakeholder coordination and communication • AI-assisted workflow optimization I am highly detail-oriented, process-driven, and comfortable working in fast-paced environments where accuracy and execution matter. My goal is simple: help clients save time, improve organization, and move opportunities forward more efficiently.

With over 8 years of buy-side experience, I am a seasoned commercial real estate investment and asset management professional. I have led the investment and asset management functions for platforms with reputed investors such as Canadian Pension Plan (CPP) and Allianz, underwriting investment and creating value for them through the implementation of value-add initiatives. I have successfully executed multiple transactions, achieving attractive returns and enhancing the value of the assets. My core competencies include financial modeling, valuation, due diligence, deal structuring, asset management, portfolio optimization, and strategic planning. I am passionate about leveraging my expertise and skills to deliver optimal solutions for investors, stakeholders, and communities.

Writing professional with 12+ years’ experience writing about property, financial services, insurance and health.