迈克·伊斯特，美国加州圣地亚哥金融专家
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验证专家  in 金融

金融专家

位置
圣地亚哥，加州，美国
至今成员总数
2018年3月19日

迈克 is a real estate finance and investment expert with 15+ years of experience in deal structuring, 融资, 估值分析, 尽职调查. He has held senior roles at JLL, NGKF, and 世邦魏理仕, advising a broad range of clients on $2.50多亿的投资和M&一个交易. 迈克 enjoys leveraging his extensive transaction and financial experience as a freelancer while broadening his knowledge base.

金融建模收入 & 费用预测估值房地产尽职调查商业地产筹款市场研究预算财务报告合并 & 收购(M&A)会计业务咨询企业融资鑫元鸿会计房地产投资

职业生涯突出

总裁兼创始人
旅游公司
执行副总裁
仲量联行
第一副总裁
世邦魏理仕

教育强调

硕士学位
丹佛大学
学士学位
科罗拉多大学博尔德分校

认证了

财务建模与估值分析师(FMVA)
公司财务学会
注册商业投资会员(CCIM)
CCIM研究所

案例研究

工作经验

首席财务官

2021年至今
视点投资物业
  • Launched a full-service real estate development company with two partners focused on creating value through the entitlement, 建设, 以及出售多户家庭资产. 监督公司运营、财务和会计.
  • 采购, 谈判, 为视点开发完成债务和股权交易, specifically focusing on managing relationships with current and prospective capital partners.
  • 创建会计, 记账, 以及从头开始的预算系统, 包括电子应收款系统和工作流程, 公司银行和会计控制, 预算和项目会计, 现金流管理.
  • 采购 below-market 建设 debt 融资 and joint venture equity partner in a very difficult capital market environment for a $100 million multifamily development project.
重点领域:筹款, 会计, 金融, 商业地产融资(CREF), 房地产开发, 房地产投资, 收入 & 费用预测、预测、商业贷款、估值, Intuit QuickBooks, QuickBooks在线

总裁兼创始人

2010年至今
旅游公司
  • 创立旅游公司并担任总裁, 提供投资咨询服务，包括物色交易来源, 投资分析, 资本结构, 融资, 事务管理, 以及运营咨询.
  • Created and executed a growth strategy for a client that included sourcing, 谈判, structuring and fundraising for six acquisitions over a five-year period. Led the post-acquisition operational integration and spun-off two additional businesses.
  • Advised a client on the reorganization and restructuring of a company, resulting in a 100% increase in revenue and 200% increase in profitability. 战略包括对公司运营进行全面改革, 制定标准的操作程序和工艺流程, 技术与软件的融合, and real estate advisory work related to the consolidation of operations.
  • 为超过5亿美元的房地产项目和交易提供咨询, 提供投资和可行性分析, 以及项目融资. Projects ranged from a $100 million urban mixed-use real estate development to a $2.5 million re融资 of a converted medical office and retail property.
  • 提供投资结构建议, 创建财务模型, 为潜在融资开发投资者演示文稿, 并向潜在的投资者和贷款人推销.
  • 曾担任房地产物业管理公司的总裁, 同时也是一家建筑和物业维修公司, 管理20多名员工和250个客户.
重点领域:房地产投资, 业务咨询, 债务结构, 金融, 房地产, 企业融资, 盈利能力的优化, 财务规划 & 分析(FP&A)预算，合并 & 收购(M&),收入 & 费用预测、预测、商业贷款、估值, Intuit QuickBooks, QuickBooks在线

执行副总裁

2016 - 2018
仲量联行
  • 担任南加州市场领导, 专门从事多户住宅的销售和融资, 美国各地的住宅和混合用途资产.S. 代表中端市场和机构投资者.
  • 作为专家顾问的帮助来源, negotiate and underwrite $600+ million in real estate debt and equity 融资 as well as sell-side transactions ranging from $5 million to $100+ million.
  • Advised a client on the launch of a new multifamily real estate investment platform targeting $5 to $50 million investments in secondary markets.
  • 采购, 谈判, and structured long-term debt with proceeds from debt issuance driving a 50% return on investment and helping to create a 200% increase in property value in less than four years.
  • Advised several clients on project-level investment partner sourcing strategies and multi-project investment programs for $5 to $100+ million deals.
  • 进行财务分析和建模, 创建产品和宣传材料, 寻找投资伙伴和贷款人, and 谈判 proposed 融资 terms and structures for multiple real estate transactions.
关注领域:金融, 房地产, 房地产投资, 次级债务, 债务增加, 债务结构, 信贷承销, 贷款发放, 贷款, 股权资本, 资本结构, 融资, 资本形成策略, 收入 & 费用预测、预测、商业贷款、估值

总经理-资本市场

2015 - 2016
Newmark Grubb & Knight Frank
  • 曾担任NGKF 资本市场的董事总经理, 并负责从投资者那里获得房地产融资, 经纪人, and principals as well as maintaining a robust network of capital providers including banks, 寿险公司, gse, 投资基金, 和房地产投资信托基金.
  • 采购, 谈判, and executed the capitalization of two multifamily real estate investments totaling $40+ million, and was one of the first to utilize loans from Fannie Mae’s Green Rewards Program.
  • Advised a client on the restructuring and re融资 of a $50 million Tenant-in-Common (TIC) project with 30+ individual private TIC investors.
  • Advised a client on the capitalization of an $80 million 300-unit multifamily development project.
  • 从一开始就建立了资本市场实践, sourcing and developing capital relationships with equity and debt providers, 创建金融模型, 投标书, 提供材料.
重点领域:资本结构, 融资, 贷款发放, 贷款, 债务增加, 收入 & 费用预测、预测、商业贷款、估值

第一副总裁

2006 - 2010
世邦魏理仕
  • 曾担任世邦魏理仕资本市场第一副总裁, specializing in real estate debt and equity placements through a broad range of capital sources.
  • Advised private investors and institutional investment managers on the underwriting and structuring of real estate investments and sourced debt and equity capital.
  • 收于$1.20多亿美元的商业地产资本, 包括3亿多美元的合资股权安排.
  • Led financial modeling and 创建产品和宣传材料 for potential investment partners and lenders, helping a multifamily real estate investment client to grow from one property and 280 units to twelve properties and 3,4年内超过1000台.
  • Advised a client on the launch of a new real estate investment and 建设 company, playing a critical role in securing the client's first urban redevelopment project.
  • 在大客户顾问组任职, setting the tactics and strategy for securing and servicing major institutional clients.
  • Developed financial models, offering materials, and investor presentations on behalf of clients.
重点领域:资本结构, 融资, 股权资本, 债务结构, 次级债务, 债务增加, 贷款发放, 收入 & 费用预测、预测、商业贷款、估值

财务分析师和交易经理

2002 - 2006
公寓房地产顾问
  • Managed and executed all aspects of the real estate sales process including directing all underwriting and valuation recommendations, 监督和管理营销过程, coordinating buyer due diligence and facilitating the transaction process from contract to closing.
  • 管理和执行$1.50亿以上的房地产投资销售交易.
  • Managed all financial underwriting and analysis on $300 million in real estate investments and projects on a monthly basis.
  • Conducted and analyzed market research and data for use in client presentations, 公司研究, 以及招商材料.
  • 管理财务和研究分析师团队, maintaining responsibility for all financial modeling and research activities.
  • 开发所有财务模型、研究数据库和工具.
重点领域:市场研究, 尽职调查, 房地产投资, 资产估值, DCF估值, 收入 & 费用预测、预测、估值
2003 - 2004

房地产专业硕士学位 & 施工管理

丹佛大学-丹佛，科罗拉多州

1998 - 2001

工商管理学士学位

科罗拉多大学博尔德分校

2018年4月至今

财务建模与估值分析师(FMVA)

公司财务学会

2009年4月至今

注册商业投资会员(CCIM)

CCIM研究所

金融

资本结构, 资产估值, 利率风险, 贷款发放, 债务增加, 次级债务, 房地产投资, 贷款, DCF估值, 贴现现金流(DCF), 尽职调查, 杠杆收购模型, 资本形成策略, 债务结构, 金融建模, 融资, Three-statement建模, 筹款, 收入 & 费用预测、预测、估值, 预算, 财务报告, 信贷承销, 盈利能力的优化, 业务咨询, 市场研究, 股权资本, 股权融资, 企业融资, 合并 & 收购(M&A)会计，财务规划 & 分析(FP&A)

输出的软件

微软Excel，微软PowerPoint，谷歌表格

Data & 分析软件

Intuit QuickBooks, QuickBooks在线，Xero会计

行业专业知识

房地产、银行 & 金融, 商业地产, 房地产开发, 房地产投资

地理专业

美国

其他

分析, DCF模型, 融资, 模型开发, 债务融资, 模型, 建模, Excel建模, 商业地产融资(CREF), 商业贷款, 金融, 研究, 物业管理, 市场研究 & 分析，阿格斯DCF，商业战略

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