Drew Balser

Drew Balser

Summer Intern

Followers of Drew Balser1000 followers
location of Drew BalserAustin, Texas, United States

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  • Timeline

  • About me

    Financial Analyst at Evergreen Medical Properties

  • Education

    • Texas McCombs School of Business

      2019 - 2023
      General Finance Finance and Financial Management Services

      With a Real Estate Certificate

  • Experience

    • Alliance Marketing Partners

      Jun 2020 - Jul 2020
      Summer Intern

      A marketing firm that handles marketing decisions for a handful of national and local companies. I worked mostly on a welcome back to school Dunkin project during my time interning here.* Coordinated and executed the marketing for the grand opening of a new Dunkin store opening in the Atlanta area* Communicated with over 500 schools across Georgia to set up a Dunkin marketing campaign targeting teachers.

    • Rockefeller Capital Management

      Jun 2021 - Jul 2021
      Summer Analyst

      Rockefeller Capital Management is a private financial service firm with branches all across the country. I worked in the Atlanta office in the wealth management division. I worked specifically for the Higgins Wealth Management Team. * Analyzed the individual performance of investments for clients using the program, Addepar. * Constructed a future retirement and saving strategy for a couple using the program, eMoney. * Created equity portfolios to invest in for clients using FactSet.

    • TriGate Capital

      Jun 2022 - Aug 2022
      Summer Analyst

      TriGate Capital is a leading real estate investment manager focused on the recapitalization and repositioning of quality commercial real estate assets and companies. TriGate’s team has been responsible for acquiring over $11 billion of real estate assets through multiple types of transaction structures.* Presented to Investment team on the opportunity for TriGate to reposition obsolete retail centers* Underwrote over $100 million worth of deals across varying asset types* Assembled a 12-page investment committee memo for an industrial property* Constructed competitive sets, lease comps, and sales comps for 14 different properties across five different asset types in varying markets Show less

    • Capital Commercial Investments, Inc.

      Jan 2023 - Mar 2023
      Real Estate Financial Analyst

      For over 30 years, Capital Commercial Investments, Inc. (“CCI”) has been a consistent, contrarian, value-focused real estate investor realizing average annual returns of 23% on completed investments with CCI’s full discretion over major decisions. More than 200 successful investments.* Performed the due diligence of potential investments by organizing the necessary documents and information relating to the building * Analyzed properties by creating spreadsheets outlying lease structures, NOI returns, and cash flow statements* Underwrote over $30 million of office properties in varying markets through Argus and Excel Show less

    • Evergreen Medical Properties

      Mar 2023 - now
      Analyst
  • Licenses & Certifications

    • REFM Certification in Excel for Real Estate – Levels 1, 2, and 3, With Distinction

      Real Estate Financial Modeling
      Jan 2023
  • Honors & Awards

    • Awarded to Drew Balser
      2019 Undergraduate Studies Dean's List University of Texas at Austin Dec 2019
  • Volunteer Experience

    • fundraising volunteer

      Issued by Be Positive on Aug 2019
      Be PositiveAssociated with Drew Balser