FUNCTION

COMMERCIAL REAL ESTATE DEVELOPMENT, INVESTMENT & FINANCE

• 10+ years of experience in commercial real estate.
• Specialize in retail/mixed-use real estate: portfolio/asset management, development, finance, acquisitions/dispositions, investment analysis, & leasing.
• Advanced-level expertise in real estate financial analytical techniques; proficiency in most financial analysis & real estate management/accounting tools, including Excel, ARGUS, DYNA, SKYLINE, etc.
• Hands-on experience in real estate development and construction project management.

GENERAL MANAGEMENT IN AN ENTREPRENEURIAL ENVIRONMENT

• Managerial experience with both major REIT and leading privately-held regional real estate developer.
• Managed teams across various functions, including accounting/finance, property management, and design/construction

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002-2004
MBA; Finance, Real Estate

• Wharton Merit-based Fellowship recipient (awarded for 2-year term to 10% of MBA students)
• Jonas & Ann Brodie R. E. Mortgage Banking Scholarship recipient (for excellence in real estate finance research)
• 2nd Place Team Leader: Seevak Student Research Competition in Real Estate
• Wharton-Omnicom Teaching Fellowship in Management Communication
• Active Membership: Wharton Admissions Committee, Finance Club, Real Estate Club, Greater China Club
• Part-time research analyst with Linneman Associates, a real estate finance consultancy

UNIVERSITY OF ARKANSAS
Fayetteville, AR · 1990-1994
Bachelor of Science; Dual Major in Civil Engineering & Architecture

EXPERIENCE

LERNER HEIDENBERG PROPERTIES (COMMERCIAL REAL ESTATE INVESTMENT & DEVELOPMENT - WWW.LERNERHEIDENBERG.COM)
Closter, NJ · December 2004 - present
Managing Director of Finance, Asset Management & Development

• Real Estate Portfolio/Asset Management: Oversaw the financial performance of a real estate portfolio comprised of 3 million square feet of retail & mixed-use space, with total asset value of over $500 million; provided strategic, operational and financial analysis and guidance for all areas of company operations, with hands-on experience in leasing, property management and development; prepared portfolio- & property-level annual operating budget and strategic business plan; conducted monthly and annual property reporting including financial statements, debt schedules, tenant/leasing summaries, income/expense variance analysis, and capital improvement forecasts; supervised staff in finance, accounting & development divisions.
• Acquisitions/Dispositions: Developed working relationships with brokers and landlords to identify and originate deals; performed due diligence of investment opportunities including financial modeling, deal structuring, market/property analysis, risk assessment, review of purchasing and closing documents, as well as all leases and property contracts; prepared closing statements and coordinated closings.
• Finance: Arranged and closed over $200 million of financings; led debt, equity & mezzanine financings for existing properties & development projects, including managing legal documentation, negotiations with lenders, and coordinating the defeasance process (in refinancings); liaised with lenders and JV equity partners; oversaw cash management, capital calls/distributions, lines of credit and treasury.
• Development: Performed pro-forma analysis and budgeting for development projects; monitored development schedules and approved payments to contractors; managed design, engineering, governmental approval, contract negotiation, bidding, environmental remediation and construction processes; maintained relationships with municipal officials.

GENERAL GROWTH PROPERTIES/THE ROUSE COMPANY (REAL ESTATE INVESTMENT TRUST, NYSE: GGP)
Columbia, MD · May 2004 - December 2004
Senior Financial Analyst & Asset Manager

• Assisted Regional SVP in overseeing the performance of assets within a portfolio of 15 regional malls; performed budgeting, deal analysis, leasing/tenanting analysis, and development project management
• Built financial models & provided financial data analysis/interpretation; developed operations/investment recommendations related to business performance and development/acquisition
• Performed corporate debt/equity structure analysis to achieve optimal return to investors

FRIEDMAN BILLINGS RAMSEY & CO. (INVESTMENT BANK, NYSE: FBR)
Arlington, VA · May 2003 - September 2003
Associate Equity Analyst - Real Estate Group

• Covered office, multifamily, hotel, retail, industrial and mortgage REITs and the residential builder sector
• Conducted market research and financial modeling on each covered company; tracked and analyzed REIT industry trends & corporate results; interviewed company management; forecast earnings and set stock price targets; valued assets and real estate companies using different valuation methods (DCF/IRR, book value, multiples, etc.); wrote research reports

THORN HOWE STRATTON STRONG & WONG (DESIGN-BUILD / DEVELOPMENT / CONSTRUCTION PROJECT MANAGEMENT)
Memphis, TN · January 1994 - May 2002
Development Project Manager / Licensed Architect

• Construction Project Management: Designed commercial, governmental and multifamily projects for clients including Federal Express, Choice Hotels, Kroger, Target and U.S. Department of Defense; managed project budget, schedule and human resources; conducted construction-site supervision; negotiated fee structure and allocation with clients; presided over construction contract bidding and contract negotiation with general contractors; worked on regular basis with local planning and zoning officials on procurement of approvals and permits, including zoning and other entitlements; presented design schemes, project financial analysis and urban planning studies to clients, developers, and municipal officials
• Analytical and Consulting Services: Served as owners¡¯ consultant in zoning, programming, project scheduling, property valuation, financial forecast, site selection/acquisition, environmental impact study/report, and construction budget analysis
• Business Development: Originated new project opportunities via client interactions and industry events; developed business and marketing plans & presentations; collaborated with marketing team in pitching, interviewing and bringing in major corporate clients, yielding over $2 million in fees

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Professional Membership: Zell/Lurie Real Estate Center of the Wharton School; International Council of Shopping Centers (ICSC); Recipient of the International Council of Shopping Centers "John Riordan Professional Fellowship;" Registered Architect - member of the American Institute of Architects (AIA); Columnist for Business Week Magazine; Bilingual - fluency in Chinese