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JOSEPH WHARTONStreet Address, City, State XXXXX215-898-4383 jwharton@wharton.upenn.edu in/profilenameEXECUTIVE SUMMARY Real estate investments professional with nine years of experience in residential, office and retail. Experienced in financial modeling and evaluation of real estate financial structures including: construction loans, mezzanine loans, conventional financing, ground leases, historic tax credit capital, bond financing, joint venture, and partnership structures.EXPERIENCE PROLOGIS Allentown, PAVice President 2013-presentEstablish 75+ institutional investor relationships including public and corporate pensions, foundations and endowmentsAnalyze investor needs to develop new product offerings and refine areas of focusPitch targeted real estate opportunities to institutional investor base and lead meetings between investors and fund managers Guide investors through fund due diligence and documentation, including largest equity placement of 2014 – $2.7 billion global capital raise for fund focused on investments in Europe CB RICHARD ELLIS GROUP Los Angeles, CAFinancial Analyst 2011-2013Served as pre-development lead analyst for $275 million joint venture with national REIT; prepared comprehensive analysis for CEOsManaged budgetary process and valuation for $157 million commercial real estate portfolio, including lease analysis, operational expense review, tenant reimbursement calculations, and utility studiesLead analyst for $75 million multi-family housing conversion; assisted in negotiations with lenders and co-investorsCreated new portfolio valuation models using Argus and DynaDeveloped and managed weekly performance reports; analysis helped improve occupancy from 77% to 90%WELLS FARGO BANK San Francisco, CAAssociate 2009-2011Co-managed loan origination process, including presentations to senior management, debt structuring, pricing strategy, client interaction, and transaction negotiation Member of top performing team in nation, successfully closing nearly $575 million in new mortgage investmentsEDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PAMaster of Business Administration; Major in Finance 2009Winner of 2009 Wharton Real Estate Team Case CompetitionSTANFORD UNIVERSITY Palo Alto, CABachelor of Science in Commerce; Concentration in Finance 2007ADDITIONAL INFORMATION Professional: US Green Building Council; Urban Land Institute San Francisco memberCommunity Involvement: Together House Manager, residential rehabilitation organization in Los Angeles ................
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