Ground-up Single-Family Development in Dallas, TX
- Analyzed various financing options and identified the lowest capital cost structure
- Modelled development, leasing, and sale schedule of 7,000 houses
- Structured profit-sharing/waterfall between General Partner and Limited Partner
- Modelled seller-financing loan and sale of the loans as an asset-backed portfolio to third parties
Existing Office Building Acquisition in Deerfield, IL
- Modelled complex rent roll and rent step-up
- Stress tested the underwriting with sensitivity table and scenario analysis
- Calculated projected monthly occupancy situation based on the rent roll assumptions
- Modelled capital expenditure reserve spending throughout the holding period
Underwriting of Loan Portfolio on Real Assets across the U.S.
- Modelled individual asset’s cash flow and assessed its debt service capacity
- Conducted risk management assessment on loan portfolio level
- Identified overperformers and underperformers in the portfolio
- Analyzed various components of monthly debt payments, e.g., reserve escrow, mortgage insurance payment, and tax escrow
Lease Analysis in New York City, NY
- Modelled lease cash flow and calculated various return metrics, such as ROI, IRR, and Multiple
- Compared different lease options and identified the optimal choice
- Conducted market research and demographic analysis in certain MSAs (Metropolitan Statistical Area)
- Categorized detailed upfront costs and future costs in the cash flow
Sale and Hold Analysis on a Real Estate Portfolio in Quebec, Canada
- Modelled the cash flow of 10 properties in a portfolio with complex leases and leasing assumptions
- Compared existing holding’s Return on Equity (ROE) with potential investment opportunities
- Analyzed the risks and rewards of keeping or selling the existing holdings
- Ran scenario analysis on various exit strategies
