hanbo-career portfolio
TRANSCRIPT
Table of ContentsI. Career summaryII. Education backgroundIII. Real estate financial and transaction analysis experienceIV. Working sampleV. Real estate development & Placemaking experienceVI. Real estate asset management experience
Career Summary
Experienced Real Estate Analyst with a comprehensive understanding of Discounted Cash Flow Models. Worked as a real estate analyst for about three years and helped underwriting more than $1 billion transactions
Accomplished problem-solver with strong quantitative & technical ability to synthesize, assemble & summarize information
Motivated real estate profession with a great passion in real estate development, place making and value add investment strategy
Technical Skill Sets Real estate financial analysis Real estate due diligence review and analysis & Feasibility Studies Market research and Forecasting Real estate development & placemaking
Personal Skill Sets Interpersonal and Organizational Skills: Demonstrated excellent written and verbal
communication skills. Wrote clear, informative and effective guidelines to ensure successful project execution. Creative, detail-oriented, and organized at working efficiently and multi-tasking.
Leadership: Team player who is capable of monitoring, evaluating, and enhancing individual and team performance through leadership.
Motivation: Set and achieved challenging goals while demonstrating persistence, commitment and dedication. Willing to take challenges. Successfully started my own company.
Education Background
M.S. in Real Estate and Building Environment 08/2013-03/2015 University Of Denver GPA: 3.75/4.0 Relevant Courses: Income Property Finance, Income Property Appraisal, NAIOP Challenge, Capital Market, Argus Modeling
Accomplishments: ◦ NAIOP Challenge- Semifinalist at Rocky Mountain Real Estate Competition ◦ Certificate of Academic Achievement ◦ Active member of RECM Club
Real Estate Broker License, FA.100065316 Selected to join ULI Etkin Johnson Student Scholarship Program 10/2014-2015 Selected to join ULI Real Estate Diversity Initiative 05/2016 Language: English/Chinese
Experience of Real Estate Financial and Transaction AnalysisEmployer: Marcus & MillichapLocation: Denver, CORole: Financial Analyst/Transaction CoordinatorTime: 07/2014-05/2016
My accomplishments: Directly involved with the whole process of transaction from pre-listing stage to closing stage with
an aggregate value in excess of $1B; Representing, advising and working with both seller and buyer; Designing comprehensive and innovative investment strategies, providing complete due diligence
and underwriting assistance, and conducting a research-driven national transaction solutions.
Featured projects: 150 Units Multifamily, Denver, CO- Created the investment proposal, underwriting and due
diligence; Property sold for $19,000,000 228 Units Multifamily Tax Credit, Westminster, CO-Worked with the investor to figure out the best
purchase price by conducting Sales Comps Analysis, Rent Comps analysis and Cash Flow Analysis; Property sold for $21,000,000
120 Units Multifamily, Aurora, CO-Underwriting, transaction coordinate; Property sold for $6,400,000
70 Units Multifamily, Colorado Springs, CO-Property sold for $5,800,000 112 Units Multifamily Tax Credit, Cheyenne, WY-Property sold for $5,500,000 129 Units Multifamily, Lakewood, CO-Property sold for $5,200,000
Details of the working sample (Marcus & Millichap)Property Information: 150 Units Class B multifamily, located in Aurora, CO
Role/Responsibilities: Work with both seller and buyer through the whole investment process
Pre-Listing Stage: ◦ Created the best investment strategy and figured out the most probable listing price for seller◦ Conducted a detailed market research of Aurora market, including the demographic, supply and demand of multifamily market in Aurora and location description◦ Due diligence review and analysis, included but not limited to property inspection, check and review property management condition and review the existing loan documents◦ Financial analysis and modeling, including but not limited to the creation of financial models, pro forma analysis and debt/equity, net present value and discounted cash flow and IRR analysis
Under-Contract stage:◦ Drafted purchase contract◦ Created time schedule for buyer, seller and title company◦ Coordinate each part through each step based on purchase contract. For example, make sure the seller get the earnest money on time
Closing stage:◦ Initiate any necessary changes to forms of Closing Documents◦ Instruct counsel to distribute the closing binders◦ Send letter to client confirming closing
I. Real Estate Development & Placemaking – NAIOP ChallengeProject name: RiNo Station, NAIOP ChallengeProject Location: 4120 Brighton Boulevard, Denver, CORole: One of the team members; Join the whole process of development
Project Summary: School project; Work with the Westfield development company to come up with a development proposal of a 14 acres site The RiNo Station plan creates a vibrant community and gathering place at the northern edge of the RiNo district. A balanced mix of land uses serves the RiNo community by providing great living spaces, nurturing creative enterprises, and integrating market-driven development while respecting the unique fabric of the neighborhood. Project Involvements: Project Visioning, Planning & Programming Due Diligence & Feasibility Study ProForma, Budget, & Schedule Management Construction Management Property & Market Analysis Phasing and Delivery Community Benefit Analysis
Development Program Residential – 400 units• 100 market-rate condominiums
2BR/2BA averaging 1,200 sf• 100 affordable apartments
40 2-BR averaging 1,000 sf 60 1-BR averaging 700 sf
• 200 market-rate apartments 100 2-BR averaging 1,000 sf 40 1-BR averaging 700 sf 60 microunits averaging 350 sf
Retail – 126,200 sf• 32,000 sf restaurants
12 incubators at 2,500 sf each 2,000 sf breakfast café
• 68,000 sf entertainment 6,000 sf brewery 32,000 sf Punch Bowl Social 30,000 sf dance hall
• 23,200 sf inline shops• 3,000 sf Orange Theory gym
Office – 104,000 sf• 41,000 sf fronting Brighton, under
residential Personal services offices
• 63,000 sf offices in reused buildings
Industrial – 15,000 sf• Artist’s studios, galleries, performing space
“If we can develop and design streets so that they are wonderful, fulfilling places to be — community-building places, attractive for all people — then we will have successfully designed about one-third of the city directly and will have had an immense impact on the rest.” -- Allan Jacobs
II. Real Estate Development & Placemaking – ULI, REDI Program
Project name: Real Estate Diversity Initiative Project Location: 4400 Lincoln Street , Denver, CO (Globeville Neighborhood)Role: One of the team members; Join the whole process of development
Project Summary: Team Member in Initiative sponsored by Urban Land Institute and the Denver Office of Economic
Development. Ongoing project started from June of 2016 Globeville is a neighborhood unlike any other in Denver. The combination of its rich historical
context, vibrant residential community, and the industrial landscape set it apart from the rest of the city, and even from most neighborhoods around the country.
The subject is an old church with a lot size of 8,440 Sq. Ft. Building size 8,059 Sq. Ft (3 floors)
Project Involvements: Project Visioning, Planning & Programming Due Diligence & Feasibility Study ProForma, Budget, & Schedule Management Construction Management Property & Market Analysis Phasing and Delivery Community Benefit Analysis
Real Estate Asset Management/LeasingEmployer: Sidford Capital/Prime ManagementLocation: Denver, CORole: InternTime: 06/2016-08/2016My responsibilities: Create the yearly operational and financial reports for investors and senior management Prepare ad hoc reporting and analysis as requested by senior management Sourcing acquisition opportunities, evaluating economic feasibility of projects, and creating marketing
packages.
Employer: Kings Realty Holdings Role: InternLocation: Denver, CO Time: 12/2013-05/2014My responsibilities:Worked directly with CEO. Responsible for sourcing investment opportunities that offer attractive risk-adjusted returns. Focused on Value-added or non-performing properties. Performed market research to support lease-up and sale assumptions in underwriting for potential
acquisitions Performed underwriting for real estate investment opportunities. Conducted property inspection and drafted report Administrated capital improvement projects, in which I prepared monthly financial for each property
to increase NOI and returns
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