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Real Estate Management

Location:
San Francisco, CA
Posted:
November 03, 2014

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Resume:

JAKE G. ARMSTRONG

** ******* ******, ***. *** New York, NY 10013

858-***-**** (mobile) acglj1@r.postjobfree.com

EXPERIENCE

GUGGENHEIM PARTNERS / NEW YORK, NY

Vice President, Holding Company / July 2010 Present

• Vice President for the holding company involved in the management of two portfolio companies, Security Benefit Corporation

and Lionel Holdings, as well as business development for Guggenheim Investments

• Responsibilities and accomplishments with Security Benefit include:

Managed various high level business development tasks for the office of the CEO, including product development,

distribution and marketing strategy, and communications with rating agencies

Reintroduced existing suite of variable annuity products; engaged product strategy discussions to update for target market

dynamics; created distribution and marketing strategy geared to channels not historically focused on

• Responsibilities and accomplishments with Lionel Holdings include:

Completed balance sheet restructuring, reorganization and acquisition of synergistic business as part of ongoing turnaround

Involved in budgeting and financial forecasting, in addition to executing internal valuation exercises on behalf of auditors

and lending partners

Collaborated on multiple operational, brand strategy, marketing and business development related initiatives

• Involved in all levels of diligence and investment analysis for multiple, potential transactions on behalf of both outside private

equity clients and the holding company; industries analyzed include financial services, asset management, industrials (leasing),

media/publishing, consumer, entertainment, real estate and insurance

ESTRAMINA CAPITAL / NEW YORK, NY

Principal / June 2009 – July 2010

• One of three principals at Estramina Capital, a start up specialty finance company focused on investing in property tax liens

issued by local government tax authorities. Involved in all aspects of the creation of the company including product

development, financial modeling and marketing/fundraising

• Developed company business plan and investigated multiple structures and platforms to invest in the asset class, specifically

either single asset auction or direct bulk acquisitions; created five year operating model that contemplated investments in

multiple States with various rules and regulations governing the asset and its return and liquidity profile

GOLDMAN SACHS, REAL ESTATE PRINCIPLE INVESTMENT AREA / NEW YORK, NY

Associate, Real Estate Alternatives / Dec 2006 – Feb 2009

• Analyzed and completed underwriting of properties to determine potential investment opportunities for Goldman Sachs Real

Estate Alternatives, a $700mm opportunistic real estate fund that co invests with operating partners across the United States.

Property types include multi family, office, retail, hospitality and land

• Primary tasks included investment analysis and evaluation, negotiation of documents with JV partners, due diligence on

potential operating partners and asset acquisitions, overseeing asset management, and participating in the fundraising efforts

• Arranged an $115mm working capital loan for MacFarlane Partners, a multi billion dollar investment management firm, as well

as a $35mm GP co invest facility. Responsible for the underwriting, modeling and investment committee presentation on a

complex loan and co invest facility

• Involved in the initial underwriting and fundraising process for $2.0bn United States Real Estate Opportunities fund

• Analyzed and underwrote the GS balance sheet investment in a 20% ownership stake in Greystar Real Estate Partners, a

national multifamily owner, operator and developer

DEUTSCHE BANK SECURITIES / NEW YORK, NY

Analyst, Real Estate, Gaming, Lodging and Leisure Investment Banking Group / June 2004 – Dec 2006

• Focused on companies in the Real Estate, Gaming, Lodging and Leisure industries on buy and sell side advisory assignments,

including mergers and acquisitions, joint ventures and REITs, equity and debt financings, share repurchase, anti raid and

corporate governance

• Sample Assignments: advising The Rouse Companies on its sale to General Growth Properties for $12.6bn; advising Station

Casinos management team on management led buyout for $8.8bn; advising Camden Property Trust on its $1.9bn acquisition of

Summit Properties; advised large cap REIT looking at potential acquisition of restaurant operator in an attempt to unlock

underlying real estate value; arranging $400mm bridge loan, $250mm secured notes offering and $250mm revolving credit

facility for various clients

EDUCATION

MIDDLEBURY COLLEGE / Middlebury, VT

B.A. in History, June 2004 [GPA 3.1/4.0]

• Four year letter winner in Men’s Varsity Soccer and Men’s Varsity Baseball (Captain 2004)

THE BISHOPS SCHOOL / La Jolla, CA

June 2000

ACTIVITIES

• Enjoy playing and watching soccer, surfing, golf and hanging with my Bulldog, Maurice



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