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Jason Shulman

Senior Associate

663 followers

Boston, Massachusetts, United States

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Timeline
About me
Makor Capital LLC
Education
- University of Massachusetts Amherst
  2005 - 2009
  Bachelors of Business Administration Accounting 3.9
  Activities and Societies: Essay Prize for 'Excellence in Writing' - 2006 Academic Excellence Award - 2008, 2009 I graduated Summa Cum Laude with Honors Distinction in 2009
- Boston College Carroll School of Management
  2012 - 2014
  Master of Business Administration (MBA) Concentrations in Asset Management and Corporate Finance 3.7
Experience
- KPMG US
  Dec 2009 - May 2012
  Senior Associate
  • Primary focus on providing auditing / tax services to a variety of real estate clients including commercial, multi-family, hospitality and multi-use entities• Specialized focus on entities with unique tax structures / issues including REITs, taxable and non-taxable ownership structures and transfer pricing• Secondary focus on servicing financial services firms – medium sized banks, a large hedge fund, a captive insurance company, and several private equity funds
- Chartwell Holdings, LLC
  May 2012 - Aug 2012
  Acquisition Analyst / Financial Consultant
  • Prepared underwriting for multi-family real estate acquisitions between $20-50MM• Redesigned excel based promote - waterfall model from scratch• Prepared a cost / benefit analysis of cost segregation study, especially for states that charge entity level taxes• Advised on key-employee compensation / retention strategies
- Gross + Cohen REI
  Aug 2012 - Apr 2015
  Real Estate Consultant
  • Prepare underwriting for multi-family and student housing acquisitions between $20-70M• Review monthly and yearend reporting packages • Redesign excel based promote waterfall model • Prepare a cost / benefit analysis of cost segregation study, especially for states that charge entity level taxes• Advise on key-employee compensation / retention strategies• Serve as direct contact point for large and sophisticated investors
- Chartwell Holdings, LLC
  May 2015 - Apr 2022
  Deal Sourcing and Acquisitions
  • Commercial real estate deal sourcing, primarily multi-family, and underwriting for acquisitions between $20-100M, focused on northeastern markets• Full service due diligence from LOI preparation and negotiations through closing process• Review monthly and yearend reporting packages • All aspects of financial modeling with a special emphasis on unique tax situations including tax-free exchanges and long-term planning• Equity and debt sourcing• Contact point for large, sophisticated, and individual investors Show less
- Makor Capital LLC
  May 2022 - now
  Co-Founder
- Makor Management
  May 2022 - now
  Co-Founder
Licenses & Certifications
- Certified Public Accountant
  Massachusetts Board of Public Accountancy

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