Brian Tozer

Experience

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  IBM

  Jun 2006 - Jan 2007

  Intern- Software Group

  •Forecasted, tracked, and reported monthly spending for worldwide sales organization. Reviewed monthly spending with segment Vice Presidents, helping them manage their expenses to budget more effectively.•Coordinated planning process for capital budget, working with Development, Sales, and Marketing functions to determine their technology spending requirements for the next fiscal year.

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  GE

  Jun 2007 - Aug 2007

  Intern- Corporate Real Estate

  •Toured numerous office and industrial warehouse/flex facilities in search of space for GE business units.•Communicated with real estate brokers, landlords, and legal team, assisting in the completion of worldwide lease agreements for NBC and Canadian Security groups.

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  EY

  Jan 2008 - Sept 2011

  Senior Analyst- Transaction Real Estate

  •Valued a $4.5 billion commercial real estate loan portfolio on a quarterly basis. Researched national and international interest rate spreads for similar loans, as well as the appropriate adjustments for remaining term, leverage, property type, tenant credit rating, and tenant rollover risk.•Reviewed the loan files of various commercial banks and life insurance companies to assess the health of their real estate loan portfolios. Analyzed the Client’s loan files for key financial metrics and reviewed the valuation assumptions used to determine the fair market value of the real estate collateral. •Assisted a private equity firm in the contemplated acquisition of a commercial loan portfolio. Analyzed the seller’s real estate loan files, developing a buy/sell recommendation which was then presented to the buyer’s management team. •Provided guidance to a Healthcare REIT through their internal purchase price allocation of a 120 property senior living portfolio. Assisted the Client in developing appropriate methodologies to value the land, building, site improvements, FF&E and in-place lease intangibles.•Completed the appraisal and appraisal review of commercial real estate for valuation for financial reporting, purchase price allocation, and impairment purposes. Valuation experience with numerous property types including industrial, office, retail, senior living, hotel, multi-family, and other specific use properties.•Performed numerous sensitivity analyses to assess the potential impact of key valuation assumptions on the value of the real estate asset. •Developed ARGUS models used for the valuation of commercial real estate. Knowledgeable in the various capabilities and functions of ARGUS. Show less

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  Seagis Property Group

  Sept 2011 - now

  Vice President Investments