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Real Estate Sales

Location:
Springfield Township, New Jersey, United States
Posted:
April 20, 2018

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Resume:

Alan Calderon, CFA, CPA

Springfield, NJ • 917-***-**** • ac469l@r.postjobfree.com • www.linkedin.com/in/alancalderon99

Executive Strengths

Strategic Finance

Stress Test Projections

Predictive Analyses

Business Intelligence

Cost Containment

Due Diligence

Integrations

Strategic Partnerships

Capital Planning

Debt Covenants

Equity Research

Risk Management

Financial Systems Integration

Financial Communications

Performance Management

Financial Planning and Analysis (FP&A)

Cross-functional Team Leadership, Talent Development and Mentorship

Experience

AR-GLOBAL, INC., New York, NY – One of the largest external managers of direct investment programs in the US.

VICE PRESIDENT, FINANCE, 2015 – March 2018

DIRECTOR OF DUE DILIGENCE AND STRATEGIC RELATIONSHIPS, 2015 – 2016

Transitioned from Realty Capital Securities, the affiliated broker-dealer arm of AR Global, to maintain relationships and protect investors, during organizational restructuring. Oversaw accounting and finance functions, working closely with the CFO on debt capital markets and key performance indicators. Created and monitored presentations to Board of Directors, managed NAV process and oversaw FP&A group.

Produced quarterly variance analysis on financial statements; daily cash analysis and forecast for next twelve months; and debt covenant analysis on a trailing and forecasted basis; and created and monitored a comprehensive five-year forecast through 4Q21.

Forecast a breach to HTI’s amended credit agreement in 3Q17 due to underperformance of operations and potential breaches to 2018 covenants, leading to deferral of reimbursements and reduction in distributions.

Formed a cash flow analysis and forecast for ARC NYCR that resulted in the suspension of distributions.

Created and implemented policies and procedures across the platform, while reviewing and implementing cost controls. Includes oversight of the implementation of revenue recognition and leasing accounting standards.

Constructed research on the REIT industry for use in presentations, management investment options and knowledge of the public markets for potential liquidity events.

REALTY CAPITAL SECURITIES (RCS), New York, NY

Open architecture wholesale broker-dealer focused exclusively on the distribution of direct participation programs. Distributor of investment programs for sponsors, such as American Realty Capital and Phillips Edison and property managers, such as Lincoln Property Company, Moor Park Capital Properties and Crestline Hotels.

CO-HEAD OF DUE DILIGENCE, 2011 – 2015

DIRECTOR OF INVESTMENT RESEARCH, NONTRADED REIT INDUSTRY, 2010 – 2011

Initially hired by CEO to bring oversight and discipline to the nontraded REIT industry as Director of Investment Research. Subsequently chosen to head due diligence for the largest capital raiser in the nontraded REIT space. Interacted extensively with broker-dealers on product offerings, coordinating flow of information, approving products and fostering sales.

Headed due diligence during five-year period in which over $20B in equity was raised, including an increase from $1.3 billion in 2010 to over $8.6 billion in 2013..

Performed due diligence on over 20 Realty Capital and Strategic Capital nontraded REITs; Business Development Corps; oil and gas programs; and Liquid Alternatives, in addition to third-party sponsors and sub-advisors.

Led interaction with nine third-party providers, over 300 broker-dealer due diligence officers and financial representatives at the broker-dealers.

Coordinated internal communciations between the due diligence department and the legal, marketing, events, operations and the wholesaler sales teams.

Performed analysis on economic indicators and the general stock market, and extrapolated conclusions to the impact on commercial real estate fundamentals and valuation.

EUROPEAN INVESTORS, INC (EII), New York, NY

An asset management firm engaged in structuring and managing portfolios invested in global real estate securities, direct real estate and US general equities.

VICE PRESIDENT AND SENIOR REIT ANALYST, US REIT GROUP, 2003 – 2010

Covered office and industrial REITS, subsequently taking on residential, commercial, retail, storage, diversified and Canadian REITS during staffing fluctuations for a total of over 50 earnings models. Managed one-on-one and group meetings with senior REIT executives, attended industry conferences, and participated in property tours of significant REIT property holdings with local property managers.

Established price targets based on detailed modeling and analysis of economic indicators and relative multiple, NAV and DCF on a companywide and property-level basis.

Created quintile analysis to comprehend short-term and longer-term trends by market cap, yield, and multiple and short interest.

Constructed a research platform that included performance and valuation constructs.

Identified potential JV partners for REITs under coverage and interacted with European and Asian teams for global portfolio.

MORGAN STANLEY, New York, NY – Global investment bank with significant equities division.

ASSOCIATE ANALYST, RETAIL REIT GROUP, 2000 – 2003

Member of top ranked REIT team in the Institutional Investor and Greenwich surveys.

Wrote quarterly earnings notes and updated models

Attended industry conferences and established relations with company executives.

Earlier professional progression:

Associate Analyst, Capital Goods Industry, PaineWebber Inc

Audit and Tax Services, Arthur Andersen LLP/David Berdon & Co.

Education

MBA, Finance, Columbia Business School, New York, NY, May 1998

BS, Accounting, Cum Laude, Lehigh University, Bethlehem, PA, May 1992

Certifications

Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA), State of New York

Series 7 and 63 Certified

Personal Interests

Ran a Half-Marathon; Tennis and Racquetball; Fitness; New York Yankees; Broadway Musicals



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