Relations Management

Trevor M. Jones

** ******* ***** ****, *******, Ca 94920 415-***-**** ************@*****.***

OBJECTIVE Secure a position that allows me to contribute my seven years of real estate transaction and asset management experience.

EDUCATION University of San Francisco (GPA 3.5)

Dec 2013 M.S. Financial Analysis

University of California, Santa Barbara (GPA 3.6)

June 2012 B.A. Business Economics

WORK & LEADERSHIP EXPERIENCE

Feb 2019- June 2020 OpenPath Investments, Director of Acquisitions, Asset Management. San Francisco, CA Sourced and closed 3 multifamily assets and 1 student housing project in Dallas, Sacramento, Seattle, and Lafayette, IN totaling over $120mm in acquisitions. Led the development of UVR Management, OPI’s Management Company and incrementally assumed management of 1000 units from AMC each month. Investor relations, including creating our investor briefs and walking the partners and their investors through the model/briefs

Refinanced a $40mm loan on a distressed asset in Fort Collins, CO. Jan 2015-Feb 2019 Hamilton Zanze, Senior Associate Asset Management/Transactions. San Francisco, CA Manage a national portfolio (50 properties) in CA, NV, OR, WA, TX, CO CT, MA, and ID from inception through disposition.

Provide analytical support for acquisitions, dispositions, major leases, and recapitalizations Investor relations, including managing investor inquisitions and expectations Refinanced and Sold over $500,000,000 in debt and equity June 2014-Dec 2014 Virtú Investments, Acquisitions Analyst/Business Development. San Francisco, CA Develop and maintain investment level Excel models that capture complex capital structure and waterfall calculations for operational and development properties Provide analytical support for acquisitions, dispositions, major leases, and recapitalizations Create databases that track actual transaction data verses Virtú’s calculations Investor relations, including reaching out to JV Partners with specific deal opportunities and creating private placement memorandums for current investors Jan 2014-June 2014 University Avenue Partners, Acquisitions Associate. San Francisco, CA Manage a fund comprised of local investors from the high-tech community Perform valuations on various types of properties around the Bay Area Manage the current portfolio of properties

ACTIVITIES California Department of Real Estate Agent Sigma Alpha Epsilon Fraternity, 2009-2012.

Represented California on the USA Lacrosse team in Japan and China during the 2008 Olympics. Team Captain

SKILLS Bloomberg Certified (2012), Salesforce, Stata, Matlab, Quickbooks, CFA Candidate, ARGUS, YieldStar, Yardi, Anaplan, Resman

Contact this candidate