Alumni Resume Book
Kyle Roth · Undergraduate · Bachelors '14
Corporate Contact Information
2013410945 (phone)
2013410945 (phone)
kyleroth3@gmail.com
830 Park Avenue
11 A
New York City, NY 10021
United States
Function
Real Estate
- Sole analyst at UBS (Real Estate Finance) for the Large Loan team ($100+ MM), responsible for all financial modeling and related analysis, underwriting real estate valuation, performing legal and real estate due diligence, evaluating risk and helping to structure deals to mitigate those risks for both the bank’s balance sheet and CMBS books
- Collaborate with capital markets desk on the securitization, structuring, and pricing of CMBS loans, analyzing all potential deal risks, and understanding rating agency analysis for both single asset and conduit deals
- Lone underwriter on deal team that closed $335 million senior loan to refinance 1500 Broadway, a 500,000+ SF class A office and retail property located in Times Square, that was recently securitized in a single asset CMBS deal
- Ran point on underwriting for $31.9 million senior balance sheet loan, structured as a bridge loan facility with an initial and future advance for the purchase of two parcels of land (4.33 acres) located in the South Bronx, NY
- Mark loan positions of approx. $150 MM on the books by adjusting rate and CMBX hedges to generate daily P&L
- Starwood Capital Group, Greenwich, CT (June 2013-August 2013)
Real Estate
- Worked at Starwood Capital primarily on the Acquisitions team, focusing on and analyzing potential deals in the greater New York area
- Created fully dynamic cash flow models using Excel and Argus in order to carefully evaluate potential investments
- Analyzed and created a variety of joint venture waterfall scenarios to help determine possible returns
- Performed due diligence for various acquisitions by creating and presenting PowerPoint memos
Education
The Wharton School
September 2010- May 2014
Bachelor of Science in Economics · Real Estate and Finance
- Cumulative GPA: 3.7/4.0, Magna Cum Laude, Dean’s List (2011-2014)
- Relevant Coursework: Advanced Corporate Finance, Financial Accounting, Managerial Accounting, Monetary Economics, Advanced Real Estate Investments, International Banking, Business Statistics, and Legal Studies
Experience
UBS- Real Estate
July 2014- Present
Analyst
- Sole analyst at UBS (Real Estate Finance) for the Large Loan team ($100+ MM), responsible for all financial modeling and related analysis, underwriting real estate valuation, performing legal and real estate due diligence, evaluating risk and helping to structure deals to mitigate those risks for both the bank’s balance sheet and CMBS books
- Collaborate with capital markets desk on the securitization, structuring, and pricing of CMBS loans, analyzing all potential deal risks, and understanding rating agency analysis for both single asset and conduit deals
- Lone underwriter on deal team that closed $335 million senior loan to refinance 1500 Broadway, a 500,000+ SF class A office and retail property located in Times Square, that was recently securitized in a single asset CMBS deal
- Ran point on underwriting for $31.9 million senior balance sheet loan, structured as a bridge loan facility with an initial and future advance for the purchase of two parcels of land (4.33 acres) located in the South Bronx, NY
- Mark loan positions of approx. $150 MM on the books by adjusting rate and CMBX hedges to generate daily P&L
- Starwood Capital Group, Greenwich, CT (June 2013-August 2013)
Starwood Capital
July 2013-August 2013
Analyst
- Worked at Starwood Capital primarily on the Acquisitions team, focusing on and analyzing potential deals in the greater New York area
- Created fully dynamic cash flow models using Excel and Argus in order to carefully evaluate potential investments
- Analyzed and created a variety of joint venture waterfall scenarios to help determine possible returns
- Performed due diligence for various acquisitions by creating and presenting PowerPoint memos
Professional Specialties
- Acquisitions
- Real Estate Law
Regions of Interest
- Northeast USA: New York Metropolitan Area
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