Real Estate Manager

Steven Peter Kao

***** ***** ***. *****, ** *****

310-***-**** – **********@*****.***

Professional Experience

CT REALTY New York, NY

Real Estate Finance Manager 2013 - 2016

Performed financial planning and budget management tasks for a multi-million dollar family-owned real estate company

Managed a mixed-use retail and office building in the Downtown Brooklyn, one of New York’s fastest growing neighborhoods

Executed credit analysis and background check due diligence on potential lessees

Negotiated leases terms with current and potential lessees and maintained ongoing relationships

CITIBANK Hong Kong

Finance Manager, Asia Pacific Real Estate Strategy & Operations 2010 - 2012

Performed office and retail branch network real estate strategy and corporate finance analysis for expansion projects in Asia

Analyzed potential projects from the net present value, break-even, market comparable, SWOT and PEST perspectives

Prepared real estate opportunity presentations for senior managements’ approval, resulting in $350 million in capital invested

DEUTSCHE BANK Hong Kong

Summer Associate, Investment Banking Training Program Summer 2008

Structured commercial real estate preferred equity and convertible debt transactions in China

CAPITALSOURCE REIT Los Angeles, CA

Senior Associate, Healthcare Real Estate Division 2002 - 2007

Led and managed mortgage, mezzanine and equity transactions from deal negotiation through due diligence, to closing and syndication, with a total of 35 deals and $455 million invested in healthcare properties

Generated transaction leads and negotiated term sheets and deal points with real estate operating companies, REITs and private equity investors to originate new deals

Underwrote asset-based and cash flow financings for skilled nursing homes, assisted living facilities and hospitals

Structured transactions using blanket mortgages, boot collateral, guaranties, lockboxes, equity injections, debt & equity subordinations, leasehold mortgages, escrows and other credit enhancements

Directed the due diligence process and presented deals to the executive committee, headed by the CEO

Advised portfolio managers on issues with closed loans, such as: extensions, restructurings and exit strategies

Purchased loan portfolios or participations from other financial institutions

Trained associates, analysts and interns in real estate, corporate finance, credit analysis and modeling

CREDIT SUISSE New York, NY

Investment Banking Analyst, Corporate Banking 2000 - 2002

Executed syndicated loan deals that were structured in conjunction with leveraged buyouts, acquisitions and recapitalizations

Wrote credit analysis reports for committee approval, focusing on a company’s business model, industry drivers, cash flow, profitability, capital structure, liquidity, working capital management and future projections

Experience with technology, media, retail, industrial, and multinational corporations

Responsible for closing $1.7 billion in loan proceeds and managing a multi-billion dollar loan portfolio

FLEET BANK New York, NY

Credit Analyst, Large Corporate Division 1999 - 2000

Completed Fleet Bank’s intensive Commercial Banker Credit Training Program

Performed financial statement analysis to write credit rating reports and quarterly reviews for commercial loans

Education

NEW YORK UNIVERSITY, Leonard N. Stern School of Business New York, NY

Master of Business Administration, Finance and Global Business specializations 2007 - 2009

TUFTS UNIVERSITY Medford, MA

Bachelor of Arts, International Relations with a focus on Sociology 1994 – 1998

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