1. Coppermill Park Apartments
154 Unit, Mid-Rise Multi-Family
Stoughton, MA
$21,750,000 Acquisition Financing
• Completed a Freddie Mac loan submission template by inputting key financial
information and underwriting assumptions critical for Agency quote and updated
pursuant to property operations for commitment and closing
• Analyzed Debt Service Coverage Ratios and Debt Yields across the hold period to ensure
property met performance measures established by the lender
• Conducted market research, including surveys of local rental and sales comparables, to
incorporate in a Financing Offering Memorandum
Costa Mesa Courtyards
172,716 Sq. ft. Grocer-Anchored Retail Center
Costa Mesa, CA
$43,700,000 Permanent Financing
• Performed underwriting analysis utilizing Excel in-place analysis and Argus discounted
cash flows
• Assisted in the construction of the Financing Offering Memorandum which included:
Executive Summary, Property Information, Market Information, Tenant Summary,
Sponsor Profiles, and Financial Analysis
• Reviewed approximately 40 leases to summarize salient retail lease provisions including
termination options, continuous operations, go-dark clauses, recapture rights, and
• Utilized GIS and statistical software to create maps, demographic summary and
graphics which were incorporated into the Financing package
• Participated in weekly closing calls with Borrower, Lender, and Attorneys
Virginia Gateway
665,786 Sq. ft. Regional Retail Center
Gainesville, VA
$154,550,000 Permanent Loan including Senior and Mezzanine Loans
• Performed in-place analysis for property’s current operations in Excel
• Received borrower’s Argus and updated market leasing assumptions tailored to
lender’s perspective
• Assisted with the organization of loan documents, lease transfers, and borrower
forms to both lenders
• Communicated with lender to ensure the delivery of documents to third party
vendors including appraiser and environmental/structural engineers
• Participated in regular conference calls with both the lender and sponsor to organize
and track documents necessary for closing
RiverTrace Apartments
315 Unit, High Rise Multi-Family
West New York, NJ
$82,000,000 Permanent Financing for the Refinance of Construction Loan
• Collected vital property level information and performed market research to incorporate in
a Financing Offering Memorandum that was forwarded to potential lenders
• Constructed a pro forma based upon historical operating statements (lease-up velocity,
trailing one, two and three operations) and the borrower’s budget for year-1 operations
• Organized lender feedback into spreadsheets to accurately track quotes in real time and
delivered quote matrices and debt analysis to supervisors for the distribution to client
• Assisted in the loan closing process by organizing and collecting documents in accordance
with the lender closing checklist
• Presented a formal loan analysis to the entire Hartford office per closing summer internship
requirements
REPRESENTATIVE TRANSACTIONS – INTERNSHIP
WITH CBRE CAPITAL MARKETS: DEBT & STRUCTURED FINANCE