FUNCTION

ACQUISITIONS

• Financial Modeling
• Analysis
• Preparation of Investment Briefs
• Due Diligence

MARKET RESEARCH

• Market Comps
• Tenant Interviews
• Market Rents

ASSET MANAGEMENT

• Review of Budgets
• Best Practices
• Valuations

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2002 to 2006
Bachelors of Science in Economics; Real Estate and Marketing

• Real Estate Investment
• Real Estate Law
• Marketing Research
• Corporate Finance

EXPERIENCE

HEITMAN
Chicago, IL · 2006 to 2009
Acquisitions Associate

• Created and maintained financial models for one-off acquisitions and programmatic joint ventures.
• Drafted term sheets to assist with negotiating and structuring of joint ventures.
• Responsible for coordination and timely completion of due diligence, including market and property tours, physical and environmental consultants, lease review, CAM pool calculations, next buyer analyses, and insurance quotes..
• Closed more than $400 million in deals that ranged in size from $15 million to $120 million.

ENTERPRISE HEIGHTS
Philadelphia, PA · 2005 to 2006
Analyst

• Performed in-depth real estate market analysis using advanced statistical and geographical tools.
• Conducted financial analysis of real estate projects and business ventures.
• Cited commercial development opportunities in several areas of West Philadelphia.
• Created investment presentations and packages for potential financing sources.

MARCUS & MILLICHAP
Philadelphia, PA · Summer 2005
Intern

• Provided assistance to brokers in preparation for proposals and closings.
• Developed master property database through vendor searches and review of trade publications.

ADDITIONAL INFORMATION

Club Membership: MBA

Interests:

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