FUNCTION

REAL ESTATE INVESTMENT ANALYSIS

• Worked in all areas of real estate investments including acquisitions, joint venture equity, mezzanine debt and first mortgage positions.

ORIGINATIONS

• Originated real estate investment opportunities by maintaining and developing relationships with brokers, owners, developers and banks.

UNDERWRITING

• Underwrote all forms of real estate including retail, hotel, office, multifamily investments.

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2000
BS in Economics; Finance and Management

• Bachelor of Science in Economics, Concentrations in Finance and Management, 2000
• GPA: 3.62/4.00; Magna Cum Laude
• Activities/Honors: Dean’s List (Fall 1997, Spring 1998) • UPENN Credit Union – Credit Analyst • Jewish Heritage Program’s Steering Committee • Semester Abroad - Catholic University of Leuven

COLUMBIA BUSINESS SCHOOL
New York, NY · 2007
MBA; Real Estate

• MBA, Concentration in Real Estate, May 2007; Deans List, Beta Gamma Sigma Honorary Society
• GMAT: 710 (96th percentile)
• Leadership/Activities: Real Estate Association (VP of Site Tours, Selected to 2005 and 2006 team to the McCombs Annual Real Estate Challenge), Teaching Assistant - Real Estate Finance, Private Equity and VC Club

EXPERIENCE

DTZ REAL ESTATE INVESTORS
New York, NY · July 2007 - November 2008
Associate Vice President

• Associate Vice President, Real Estate Acquisitions
• • Evaluated potential investments by analyzing real estate capital markets, capital structure, and financial returns
• • Originated transactions and maintained relationships with property and finance brokers, banks and owners
• • Underwrote property cash flows, lease rollover, market rents, vacancy, absorption, capital improvement budgets
• • Performed property due diligence by touring properties and markets, reviewing leases, assessing third party reports (property condition and environmental), and assisting in drafting transaction documentation
• • Liaised with overseas investment partners in evaluating, bidding for, negotiating and/or closing over $800 million in value add, redevelopment, and/or distressed debt investments
• • Wrote detailed investment memoranda outlining financial returns, assumptions, market conditions, investment rationale and asset management strategy

O\'CONNOR CAPITAL PARTNERS
New York, NY · Summer 2007
Summer Associate

• Associate, Real Estate Private Equity
• • Evaluated new investments by analyzing occupier markets, development budgets, and cash flow projections
• • Structured JV investments by reviewing IRR projections, cash flow splits and waterfall assumptions
• • Assisted in negotiating and conducted due diligence for over $2.9 billion in potential transactions

EUROHYPO
New York, NY · 2004-2005
Associate

• Associate, Real Estate Investment Banking/CMBS Originations
• • Originated, structured and executed fixed and floating rate loans on stable and stressed assets, including mezzanine, bridge loan, and earnout financings
• • Negotiated loan applications and documents, managed in-process transactions, and coordinated due diligence
• • Underwrote new investments by analyzing property cash flow, credit statistics, and market fundamentals

BLACKROCK
New York, NY · 2002-2004
Associate

• Financial Credit Analyst, Distressed Debt, High Yield and Leveraged Loan Portfolio Management
• • Solely responsible for coverage of the homebuilding, gaming and lodging, consumer products and retail industries
• • Evaluated distressed situations based on liquidity, free cash flow, default probability and recovery sensitivities
• • Recommended investments based on expected return, financial performance, credit statistics and industry positioning/outlook for an $8 billion portfolio

BEAR STEARNS
New York, NY · 2000-2002
Analyst

• Financial Analyst, Investment Banking
• • Advised clients on acquisitions and capital structure by analyzing corporate valuations, and cash flow projections
• • Prepared client and committee presentations outlining pro forma impacts of potential transactions

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Development
• Investment Banking

Proficient in ARGUS • Conversational in Hebrew, basic knowledge of Spanish and German • Enjoy traveling (spent time with host families in Israel, Japan and Germany), history, reading and sports, including tennis and golf