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, CA06.2024
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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