Collection of Professional Projects and Presentations
Hines U.S. Property Recovery Fund is a closed-end, opportunistic fund with a target of $1B of Equity
• Identified potential deals for the fund by analyzing +30 potential acquisition and development projects across all asset types and markets
• Developed final capstone project on office to multifamily conversions and how Hines and the Fund could leverage this opportunity
• Assisted team in drafting investor presentations by summarizing 5+ investment memos on various properties in the fund
McCombs Real Estate Investment Fund - Investment Analyst
Selected in a competitive process to join class of ~30 undergrads and MBA students as analysts in a private investment fund
• Competitive application-based class focused on teaching investment management for public and private real estate
• Analyzed REIT stocks (SUI, ELS) and assisted in managing an active REIT portfolio by utilizing pairs trading strategy
Public Real Estate Final Presentation: Decided to overweight Sun Communities, underweight Equity Lifestyle due to:
• Recent marina's acquisition has made SUI the largest marina operator in the US. Marina's are recently seeing ~8% same stores rent growth signaling strong rent growth that SUI will benefit from.
• Aggressive acquisition, expansion, and development strategy. $1.3B acquisition of UK business, Park Holidays, that operates similarly to SUI's MH segment. • Sharp Discount to NAV compared to ELS