Yishu Xu

Experience

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  Crestline Investors, Inc.

  Jul 2014 - Oct 2014

  Intern - Investment Research

  • Exposed to fund of funds portfolio management from proactively interacting with leading hedge managers, including prospect fund screening and tracking, due diligence, preparation for direct investment, fund monitoring, periodic performance review and fund redemption. • Acquired broad knowledge on hedge funds’ operations, including client services, marketing, compliances, and accounting procedures. • Expanded and updated company’s prospect fund pool by building the database, using Excel to perform data cleaning, mapping and referencing. Show less

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  PT Capital

  May 2015 - Apr 2017

  Financial Analyst

  • Played an integral role in capital deployment for a private equity fund.• Provided investment committee and senior managements with comprehensive, high-grade investment theses, research papers and detailed financial models. o Covered industries: telecommunications, transportation and logistics, fisheries and tourism. • Facilitated M&A due diligence at various stages• Developed and refined financial models: valuation models – discounted cash flow model (DCF) and leveraged buyout (LBO), recapitalization, return on investment of private equity fund and capital budget; sensitized forecasts based on thorough market and company-specific due diligence. Show less

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  BGO

  Jul 2017 - Nov 2020

  Actively manage a portfolio of Core Commercial Real Estate in the West Coast for institutional investors. Asset types include operating residential, industrial, and offices buildings. o Multifamily: work closely with the property management firm to ensure the assets meeting the underwriting financial and operational expectations. Strategies include:  Residential revenue management – track the effective rent growth and the occupancy rate against the underwriting assumptions; Control the operating expenses by managing the third-party service contracts; Create competitive advantages through proactive capital expenditures: units upgrades and amenity area refresh; Reposition the ground floor retail spaceo Office assets: review lease LOIs and the financials of prospective tenants of various industries and phases of business development. o Industrial assets: work with asset managers to lease up the vacant space to de-risk the assets and maximize the yield and cash flow for the clients. o Client reporting: provide quarterly property updates to the institutional investors, covering market and submarket research, capital market activities, operation updates, and tenant credit risks anlaysis. Show less • Perform operational and valuation analysis of an institutional portfolio of real estate assets, including direct investment, joint ventures, mortgages and commercial loans. • Partnering with transaction and asset management team, prepare and review waterfall and IRR models of developer buyout and disposition for investment committee, covering institutional-grade multifamily, retail, industrial and office buildings.• Teamed up with portfolio management group to monitor the sources and uses of capital, analyzing the impact to the performance of the flagship fund.• Utilizing external appraisers to timely and accurately report daily NAV changes, ensuring the significant capital events (developer cost overrun, leasing commission, tenants improvement) are precisely captured. Show less

  • Financial Analyst

    Jul 2018 - Nov 2020

  • Fund Accountant

    Jul 2017 - Jul 2018
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  Security Properties

  Feb 2021 - Jul 2023

  Manage stabilized multifamily assets in the SP's Development Company.

  • Asset Manager

    Feb 2022 - Jul 2023

  • Development Associate

    Feb 2021 - Feb 2022
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  KeyBank

  Jul 2023 - now

  Senior Portfolio Manager