Acquisitions Manager

*** *** ******, #*** ***** DAVID SCHULTZ 415-***-****

San Francisco, CA *************@*****.***

EXPERIENCE

****-******* ******** ***** *** Francisco, CA

Acquisitions Manager

• Acquisition lead for redeployment of $180M in sale proceeds to tax-advantaged transactions.

• Responsible for acquisition strategy, sourcing, property underwriting, structuring, legal

review and due diligence.

2011-2013 ROCKSTONE PARTNERS San Francisco, CA

Principal

• Led project sponsor focusing on Bay Area office and industrial value-add, re-entitlement and

development projects using institutional capital sources.

• Managed all aspects of the platform including sourcing new transactions, underwriting, due

diligence, representing the firm in the marketplace, operations, etc.

• Developed and cultivated new relationships with institutional and private investors, brokers,

local owners, contractors, architects, consultants, etc.

2009-2010 HABITAT FOR HUMANITY San José, Costa Rica

International Volunteer – Resource Development Department (Latin America Regional Office)

2005-2008 BLACKROCK INC. San Francisco, CA

Acquisition Director/ Joint Venture Specialist - Transactions Group

• Led the joint venture transaction group for all product types in western US markets, focusing

on California, Arizona and Texas.

• Directed all aspects of joint venture acquisitions including sourcing new investment

opportunities, enhancing BlackRock’s brand recognition in target markets and cultivating

relationships with developers, brokers and operators.

• Negotiated joint venture transaction documents including letters of intent, operating

agreements, purchase contracts, and services agreements.

• Directed preparation of investment memorandums, collaborated with research, asset

management and portfolio management teams in building joint venture strategies, and

presented new transactions to Investment Committee for approval.

• Recruited, hired, and oversaw staff for the joint venture transaction group.

• Managed equity and debt structuring, financial analyses, due diligence and closing of

$300M-$ 400M in transactions annually, while underwriting more than $4B annually.

2001-2005 RREEF/ DEUTSCHE BANK San Francisco, CA

Vice President, Development & Value-Add Group

• Directed acquisition, due diligence, underwriting and closing of over $1 billion in office,

industrial and multifamily ground-up and value-add transactions, primarily in California.

• Formulated, negotiated and executed financial structuring, JV partnerships, management

contracts, and debt financing with various operating partners and financial institutions.

• Oversaw project management, financing, construction, leasing and dispositions.

• Supervised portfolio strategy, client relations, reporting and other portfolio management

functions for a CalPERS fund focusing on infill development and value-add investment.

1997-2001 HINES Houston, TX/Phoenix, AZ

Project Manager, Southwest Region

• Managed project feasibility analyses, budgeting, site planning, entitlements, scheduling,

design, construction, tenant improvements for new office development projects.

• Conducted due diligence and underwriting for office developments and land acquisitions.

• Directed construction, equity draws, office leasing, loan funding, investor reporting and

property management operations for several build-to-suit and speculative office projects.

1994-1995 J.E. ROBERT COMPANIES (Archon Group) Alexandria, VA

Financial Analyst, Asset Management Group

• Developed and implemented business plans for distressed real estate properties and

commercial mortgages in Whitehall Street Funds.

• Performed strategic analyses for workouts, foreclosures, dispositions or securitizations.

• Managed operations for distressed office, industrial and retail properties including leasing,

collections, and reporting.

EDUCATION J.L. KELLOGG GRADUATE SCHOOL/ NORTHWESTERN UNIVERSITY Evanston, IL

Master of Business Administration degree, majors in finance, international business, and real estate.

Co-chairman of the Real Estate Club.

UNIVERSITY OF VIRGINIA Charlottesville, VA

Bachelor of Science from the McIntire School of Commerce. Rush Chairman, Chi-Phi Fraternity.

Big Brother Program volunteer.

OTHER DATA ULI Member (1999-present) and IOPC-Red Council Member (2005-2008); Community Housing

Partnership, Housing Committee (2013-2014); Habitat for Humanity, San Francisco/Peninsula

Chapter, Site Selection Committee (2010-2012); NAIOP Member (1999-2009); Advanced Spanish

language proficiency; Visitacion Valley Community Development Corporation, Board of Directors

and Treasurer (2004-2008), Sports for Good Soccer League (2006-2012); San Francisco Soccer

Football League (2002-2006), Team-In-Training Triathlon Club (2004); East Valley Habitat for

Humanity (1999-2001), Jimmy Carter Habitat for Humanity Work Project (1998, 2013).

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