Summary
Overview
Work History
Education
Skills
Interests
Leadership Extracurricular Activities
Certification
References
Timeline
Generic

Kate Grey

San Francisco

Summary

Investment sales and debt analyst with expertise at Jones Lang LaSalle, specializing in modeling financing structures, totaling experience in assets exceeding $716 million. Proficient in Argus software and effective communication, consistently delivering impactful market research and investment proposals. Demonstrated ability to thrive in collaborative environments, driving successful investment outcomes.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Analyst, Investment Sales & Debt Advisory

Jones Lang La Salle
San Francisco
07.2024 - Current
  • Modeled and evaluated financing structures for commercial assets exceeding $716.4 million.
  • Built relationships with lending institutions to negotiate favorable deal terms.
  • Conducted market research, underwrote, and originated $24 million office deal in Seattle, WA.
  • Coordinated the closing process between buyers and sellers, attorneys and lenders.
  • Assisted in the preparation of investment proposals, including cash flow projections and risk analysis.

Summer Intern

Jones Lang La Salle
San Francisco
06.2023 - 08.2023
  • Participated in weekly case competitions, analyzing diverse real estate asset types.
  • Developed quote matrices for capital markets debt team to enhance proposal accuracy.
  • Utilized various ARGUS models to evaluate deal cash flow valuations.
  • Conducted extensive research on market trends and pipelines to identify business opportunities.
  • Generated lists of properties for sale, descriptions and available financing options.

Summer Intern

Project Destined
Remote
02.2023 - 04.2023
  • Evaluated live real estate deal for value-add asset in Oakland, CA.
  • Prepared and delivered investment memo to professionals from Marcus & Millichap, CBRE, JLL, and others.
  • Completed over 60 hours of training on real estate fundamentals and financial modeling.
  • Collaborated with Eastdil Secured to create 10-year cash flow projections and sensitivity analyses.

Summer Intern

Institutional Property Advisors
Palo Alto
06.2022 - 08.2022
  • Conducted extensive market research to identify targeted multifamily properties and support underwriting process.
  • Compiled rent and sales comparables for senior analysts to enhance decision-making.
  • Analyzed T-12 operating statements and balance sheets to evaluate property financial performance.
  • Executed comprehensive intern project matching Bay Area properties with clients' investment interests.

Education

Bachelor of Science - Finance, Real Estate

Santa Clara University
Santa Clara, CA
06.2024

Skills

  • Collaborative teamwork
  • Time management
  • Flexible and adaptable
  • Argus software and Microsoft Excel
  • Attention to detail
  • Effective communication

Interests

  • French
  • Powder Skiing
  • Salt & Straw Ice Cream
  • Yoga
  • Running (Chicago '23 and San Francisco '25 Marathons)

Leadership Extracurricular Activities

Co-President 

Real Estate Association -       Santa Clara, USA

  • Organized property tours, speaker panels, and networking events to increase member engagement. Fostered underclassmen interest in real estate careers through mentorship and community-building initiatives.

Volunteer Member 

Bascom Community Arts Center -       Santa Clara, USA

  • Led weekly arts & crafts sessions for adults with special needs, building meaningful relationships through 3 hours of engagement per week over 4 months.

Certification

  • CA DRE# 02254527
  • REFAI Certification (Anticipated Completion Aug '25)

References

References available upon request.

Timeline

Analyst, Investment Sales & Debt Advisory

Jones Lang La Salle
07.2024 - Current

Summer Intern

Jones Lang La Salle
06.2023 - 08.2023

Summer Intern

Project Destined
02.2023 - 04.2023

Summer Intern

Institutional Property Advisors
06.2022 - 08.2022

Bachelor of Science - Finance, Real Estate

Santa Clara University

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