Prepare data to support the annual financial statement audit process and the quarterly and annual requests from the internal tax group.
August 20, 2022
Monitoring of the construction process on development investments to ensure quality of construction.
October 30, 2022
Develop, cultivate and maintain relationships with issuers, rating agencies and research analysts to broaden knowledge of designated companies and industries.
November 04, 2022
Assist with all aspects of the loan origination process, including the modeling and evaluation of new investment opportunities, sensitivity analysis, analysis of the risks and mitigating factors of potential investments, due-diligence review, preparation of authorization memos, and loan closing.
January 18, 2023
Participate in negotiation of common real estate contracts, including leases, loan documents, purchase and sale agreement, joint venture agreements, development service agreements, and property management/leasing agreements.
February 06, 2023
Review quarterly appraisals for factual accuracy and consistency with other similar properties.
March 14, 2023
Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, property types.
March 28, 2023
Build strong industry knowledge of the Real Estate sector.
May 05, 2023
Complete due diligence and review all loan closing documents prior to funding with emphasis on loan agreement language and settlement statements.
May 10, 2023
Investments, and/or co-investments is preferred.
May 16, 2023
