LOUIS C. DAVIS IV

ATLANTA, GA • LCDAVIS37@YAHOO.COM

Real Estate director experienced in acquisitions, asset management, dispositions, and detailed financial analysis

• Acquired nearly $400,000,000 (1.6MM RSF) in class “A” Office space, and over $60,000,000 (2,300 units) in   value-added Multifamily real estate in various markets across the United States.
• Closely involved with two dispositions yielding a net capital gain of $30,000,000 to company and shareholders.
• Improved portfolio’s Net Operating Income by 33% across 1,500 apartment units in 12 months.

Highly skilled analytical leader with extensive experience underwriting real estate transactions

• Performed comprehensive analysis in the office, multifamily, mixed use, and single family sectors.
• Placed bids on over $30 Billion in assets across the United States.
• Expert at Microsoft Excel and Argus; advanced formulas, modeling, template design, macros, regression, etc.

“Big Picture” thinker who goes outside the box to maximize company effectiveness

• Spearheaded a company-wide training and re-engineering of property and corporate level budgeting.
• Developed templates used company wide for Budgeting, Underwriting, Market Surveys, Department Reports, etc.
• Actively involved with all aspects of the business, including accounting, construction/renovations, & due diligence.

PROFESSIONAL EXPERIENCE

WELLS REAL ESTATE FUNDS, Norcross (Atlanta), Georgia                  2007 – Current

Acquisitions Associate

• Part of a two member team in charge of acquisitions for 20 state region for a Non-Traded REIT with over $5 Billion in total assets. Typical deal profile: $30MM and above, Class A Office properties in primary or secondary markets, with in place long term leases to national investment grade tenants.

Senior Financial Analyst

• Executed all aspects of acquisitions, including comprehensive financial analysis, relationship maintenance, onsite due diligence, contract negotiations, legal review, and presenting to Board of Directors.
• Special projects, from international asset management, spearheading and teaching a company-wide Excel training program, as well as dispositions, tax and finance projects.

WRH INCOME PROPERTIES, INC., Saint Petersburg, Florida                 2005 – 2007

Acquisitions Associate / Asset Manager

• Performed all aspects of due diligence for acquisitions and dispositions, including contract negotiations and comprehensive financial analysis. Typical deals were early 1980’s vintage multi-family apartment complexes in the southeast region of the US, ranging from 200 to 400 units, with some value-added component.
• Responsible for oversight of over 1,500 multi-family units across four states, including quarterly site visits and project review with onsite staff, regional directors, and construction teams.

Financial Analyst

• Supervised Financial Monitoring for 13 third party properties across the US, reporting to bondholders, property managers, and Housing Finance Authorities. Reviewed audited financial statements and prepared summaries comparing results to underwriter’s projections, the property’s annual budget and prior years.
• Created budgeting system for entire company, using macro-driven Excel template. Led on-site training to implement the budget. In depth review of all property level and corporate level budgets at year end.

MERCHANTS BANK AND TRUST CO, West Harrison (Cincinnati OH), Indiana                  2002 – 2004

Commercial Credit Analyst & Secondary Market Officer

• Involved in all areas of Commercial and Residential Lending, including relationship management with new and existing customers, working with brokers and title companies, and regulatory issues.
• Underwriting and Credit Analysis on Commercial Real Estate and Business loans from $10,000 to $2MM.
• Sold residential mortgages to FHLMC & FHLBi; performed investor accounting and reporting.

EDUCATION, SKILLS & PERSONAL

• BBA, University of Kentucky (Lexington) – 2002. Double Major in Finance and Management, graduated Cum Laude
• Leader of eight-member student team that managed $100K portfolio featured on CNBC Power Lunch in 2001
• CCIM Designation; Member of MENSA; Member of AYREP, NAIOP. Golf, sports, and music enthusiast. Willing to relocate.

NOTE:  The views on this blog do not reflect the opinions of my current or former employers.