Jeff M.
Dallas, TX
Real Estate Investment Banker / CPA / Outsourced CFO
$200.00/hr
Veteran finance and real estate development professional with over $2 billion of experience advising discretionary funds, operating companies, and real estate developers. Highly adept in financial modeling, assembling OMs, and capital structuring for complex development projects
CORE SKILLS:
Financial Modeling
Offering / Investment Memoranda
CFO & Strategic Management Tools
Accounting Systems
Budgets & Financial Reporting Compilations
Finance Department Formation
ASSET CLASS EXPERTISE:
Multifamily Development
Multifamily Acquisitions & Portfolios
Land Development & Master Planned Communities
Condo, Townhome, & Single-Family Development
Office, Hospitality, & Marina Development
FINANCE EXPERTISE:
Joint Venture Equity
Preferred Equity & Mezzanine Finance
Construction Loans
Land Loans
Land & Lot Development Facilities
Acquisition & Bridge Debt
Strategic Recapitalizations
Please reach out to get connected
Work history
Commercial Real Estate - Equity Offering Memorandum
Nov 18, 2022
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Nov 29, 2022
No feedback given
Private earnings
Real Estate Financial Model
Apr 18, 2022
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Nov 29, 2022
No feedback given
Private earnings
Financial Analyst for Institutional Grade Real Estate
Sep 26, 2019
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Nov 29, 2022
No feedback given
Private earnings
Research for
Nov 3, 2019
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Nov 29, 2022
No feedback given
Private earnings
Custom Real Estate Excel Underwriting Pro-Forma
Sep 26, 2019
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Nov 29, 2022
No feedback given
Private earnings
Multifamily Real Estate Model with Refinancing
Dec 18, 2020
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Dec 23, 2020
"I would highly recommend Jeff to anyone looking for real estate advisory services. He is highly skilled in a multitude of different areas. 10/10 rating from me."
Private earnings
Due diligence of a syndicated apartment investment (relevant legal documents, projections, etc.)
Nov 26, 2020
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Dec 18, 2020
"I enjoyed working with Jeff and would do so again."
Private earnings
Commercial Real Estate: Financial Modelling Multi Family (Propose Ur Fee)
Oct 6, 2020
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Oct 8, 2020
"Good communications, timely delivery, expert knowledge, simply put: a pleasure to work with!"
Private earnings
Multifamily Real Estate Analyst
Mar 27, 2020
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Apr 3, 2020
"Jeff is A+ Talent and delivered above and beyond on our project. I highly recommend him to work on financial modeling and other real estate related work."
Private earnings
financial modelling
Apr 19, 2019
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Apr 24, 2019
"Very competent and great to work with."
Private earnings
Real Estate Investment Powerpoint
Oct 27, 2023
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Present
Job in progress
Private earnings
Financial Modeling for Necessity Retail Portfolio
Dec 28, 2022
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Present
Job in progress
Private earnings
Real Estate Investment Fund
Nov 3, 2019
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Present
Job in progress
Private earnings
Financial Model Updates for Hotel Project
Dec 23, 2018
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Present
Job in progress
Private earnings
Finance Consulting
Apr 30, 2018
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Present
Job in progress
Private earnings
CPA / Part Time CFO
Jun 6, 2017
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Present
Job in progress
Private earnings
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Skills
- GAAP
- Corporate Tax
- Property Tax