Thomas J. Esper, CPA / MBA

CELL: 734-***-**** OFFICE: 734-***-**** TOLL-FREE: +1 (888) TOM-ESPER email: adjtoy@r.postjobfree.com

Testimonials: About.Me Twitter: @tomesper Profile: Online Bio Pages: Links Greater Detroit / Ann Arbor Area, MI 48187

Profile: Associate, Sr. / AVP Financial Planning & Analysis Acquisitions Investment Performance

Asset Management Due Diligence Data Analytics Property Portfolio Operations Fundamentals

Analytical-minded, qualitatively and quantitatively inclined, market and economic research, financial modeling, underwriting, loan refinancing, capital expenditures, construction draws, leasing and submarket analysis, real estate advisory professional; Adept at narratives for property valuation, OMs, JVs, and private equity transactions. Skilled at counseling stakeholders, client service, and reforecasting support to maximize rents, occupancy, yield, and cash flow.

Passion for deal structuring and established ability to meet deadlines and drive value, goals, and objectives.

Initiated, identified, and launched the investment of idle real estate construction and development cash reserves, netting an additional $247K in unbudgeted interest income revenue (profit) in first year.

Delivered oral and written reports to senior executives regarding status of $155M+ real estate project.

Orchestrated and achieved compliance needs of lender to secure advances on $21M construction loan.

Strategic Planning Trends Budgets Returns Cash Flow Projections Board Presentations

KEY SIGNIFICANT SKILLS AND ABILITIES

Proficient in Microsoft Office Suite (Word, Outlook, Excel), research and database sites, knowledgeable of Yardi, Argus Enterprise / DCF, MRI, IT and ERP systems including SAP, readily adapt to new software technologies.

Breadth of knowledge and skills including the areas of sources & uses of funds, metrics, market demographics and property comparables, investor relations and quarterly earnings reporting, funding, escrow, and closing.

PROFESSIONAL EXPERIENCE

Project / Financial Analyst – Venteon Holdings, LLC Troy, MI (SEP 2013 - Present)

Contract Assignments Staffing Engagements Project Management

Lead, manage and perform various projects and activities for multiple commercial real estate clients including:

Performed financial modeling, creating cash-flow projections and valuation forecasts for Walmart-anchored shopping centers totaling 1.7M SF and $18M in base rents using Argus software.

Spearheaded cost segregation studies for commercial property owners. Breaking out costs by components accelerates depreciation. Average income taxes saved of $70K per $1M in building costs for business and landlords that own property.

Able to guarantee minimum 500% ROI tax savings vs. fee.

Assisted in the implementation of Argus Enterprise with reconciliation to MRI software data and generation of financial, leasing, budget, and CAM reports for 60+ properties.

Forecast occupancy projections for publicly-traded REIT with 15.2M SF of shopping center space.

Conducted reconciliation for common area maintenance (CAM) for operating expenses plus property taxes at property management firm for tenants totaling 5.5M square feet of space.

Analyzed $35M in charges resulting in $10’s of $1,000’s of additional billings and revenue collection.

Other clients have included healthcare, energy, technology firms, more.

Provide customized services to clients as required to meet individual needs and business objectives

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Financial Analyst – Bluerock Real Estate, LLC Southfield, MI (JUN 2008-AUG 2013)

alternative asset manager with $10B in assets under management (AUM) in private and public investment fund offerings

Performed in-depth analysis on potential and existing investments. Reported on budget variances and updated rolling cash forecasts for property management company, REIT, public offerings and private equity firm. Oversaw banking, cash management and forecasts including payouts of $1M+ in monthly investor waterfall distributions.

Designed and published quarterly investor reporting for portfolio totaling $17M in private equity raise.

Collaborated on turnaround of underperforming 300+ unit apartment community with refinancing, recapitalization, and producing of positive cash flow. Eventual property sale generated 40% IRR for REIT.

Reported operating results, leasing, new supply, macroeconomic trends, market conditions, job growth, and writing meaningful commentary for a 1.5M SF portfolio that involved 140 leases and $66M in private equity.

Early Role Prior To Advancement: Treasury Management Analyst, Bluerock Real Estate, LLC

Associate – Ringo & Associates, P.C., CPAs Certified Public Accounting firm Northville, MI (2002-2008)

Performed a wide array of auditing and taxation functions for 20+ accounts concentrating on mortgage lending firms. Conducted financial audits that averaged $20M, produced GAAP financial statements and consistently met project timelines and deliverables. Participated in litigation valuation assignment resulting in six-figure settlement.

Conducted FHA quality control loan reviews (re-underwriting) that increased operational efficiency.

Assembled schedules for compliance, licensing requirements, government regulations, benefit plans, creditors (HUD / FHA, DIFS, IRS, DOL) and produced forms 1120, 1065, 5500, 990, 1099’s, K-1’s, others.

Early Role Prior To Advancement: Staff Accountant, Ringo & Associates, CPAs

OTHER AREAS OF EXPERTISE AND SPECIALTIES

+ Cash Flow Analysis / Yield / DCF + Pro Formas / Profit / IRR

+ Vendor Negotiation / Sourcing + Equity / Debt Structure

+ Settlement / Closing Pro-rations + Capital Expenditures

+ Construction Draws/Lien Waivers + Tracking Deals Pipeline

+ Performance Metrics / P&L / NOI + Sales / Asset Dispositions

+ Joint Venture Partner Reporting + Property Comparables

+ Tenant Relations/Lease Renewals + Rent Rolls / Occupancy

+ Pitch Deck Materials / Campaign + Offering Memoranda

+ BOV Narrative/Methodology / LOI + Market Feasibility / RFPs

+ Scenario / Sensitivity Analysis + Risk and Insurance

+ Benchmarking Analysis / NPV + Variance Reporting / ROI

+ Business Plan Hold / Sell Analysis + Ad Hoc Data / Analytics

EDUCATION AND CREDENTIALS

Master of Business Administration (MBA) – Graduated from upper-tier business school with a concentration in finance

UNIVERSITY OF MICHIGAN – Stephen M. Ross School of Business Ann Arbor, MI

Bachelor of Business Administration (BBA) – Undergraduate degree with a major in accounting

Eastern Michigan University

Certifications Previously Earned Licenses

Certified Public Accountant (CPA) License #42276 Passed all parts of national CPA exam on first attempt

State of Michigan Insurance Bureau Resident Agent

PROFESSIONAL AFFILIATIONS / Personal

Michigan Mortgage Brokers Association Diversity and Cross Cultural Professionals

Argus Real Estate Network and Innovation Panel Michigan Association of Certified Public Accountants (MICPA)

Grew up on a farm outside of Detroit Possess a wicked sense of humor Cancer Warrior Open to remote work, travel, and relocation

CORE COMPETENCIES

Keen Financial Acumen

Turning Data To Shrewd Suggestions and Solutions

Mortgage Loan Compliance and Debt Covenants

Tracking Key Performance Indicators (KPIs) and Drivers

Writing Communications and Memorandums (OMs)

Follow-Up and Problem-Solving Dynamics

TECHNOLOGY, COMPUTER & SOFTWARE APPLICATIONS

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) IBM Lotus Notes SAP Business Objects Thomson Reuters Creative Solutions (CS) UltraTax Concur Travel Expense Peachtree AVIDXchange Various Banking Platforms (Chase, Bank of America, KeyBank, others) MRI Calyx Treasura (TMS) Argus Enterprise

Skyline Yardi Sage Fixed Asset Software Quickbooks Census Bureau, Moody’s Economy.com, Bloomberg, BLS, other analytics sites Real estate data, sales and market info sites: CoStar, REIS, Axiometrics/MPF Research, etc. Brokerage research sites CBRE, Marcus & Millichap, Cassidy Turley (now Cushman & Wakefield) Others

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