George CFA's Email Addresses & Phone Numbers

Investment research analyst with nine years of experience covering Real Estate Investment Trusts (REITs) on both the equity and debt side, across property types. Specialties: Equity research, credit analysis, generating buy/sell recommendations and pair trade ideas, building earnings and valuation models (NAV, DCF, etc.), writing first call notes and initiation reports, communicating with senior management, clients, traders...

Investment research analyst with nine years of experience covering Real Estate Investment Trusts (REITs) on both the equity and debt side, across property types. Specialties: Equity research, credit analysis, generating buy/sell recommendations and pair trade ideas, building earnings and valuation models (NAV, DCF, etc.), writing first call notes and initiation reports, communicating with senior management, clients, traders and sales force.Vice President, Equity Research - REITs @ • Lead Analyst on the Self-Storage sector covering: PSA, EXR, CUBE and SSS • Associate coverage of 13 REITs across the Apartment and Healthcare sectors. • Author initiation reports (CUBE, SSS, CBL and GRT), sector thought pieces, earnings previews, etc. • Attend industry conferences, investor days, property tours and publish relevant reports. • Communicate with senior management of companies under coverage, clients, sales force and traders. • Analyze property markets evaluating occupancy, rent, pricing, supply and demand trends. From July 2013 to Present (2 years 5 months) New YorkAssociate Director - REITs @ • Conduct credit ratings of REITs across property types. Primary coverage of: BDN, BXP, ESS, HCN, HR, NNN, MAA and Brixmor, totaling approximately $25 billion of debt and preferred equity securities. • Provide secondary coverage of nine additional REITs. • Conduct private credit assessments of public and private REITs, REOCs and special servicers. • Participate in credit committees of REITs, REOCs, corporates and CMBS transactions. • Communicate with senior management of companies under coverage and buy-side clients. • Perform due diligence of property portfolios including site visits / property inspections. From September 2010 to June 2013 (2 years 10 months) New York, NYAssistant Vice President, Equity Research @ •Institutional Investor ranked team •Responsible for coverage of Retail (SPG, GGP, CBL, KIM, REG, EQY) and Net Lease (LXP) REITs. • Played instrumental role in launching coverage of the broader REIT sector. • Recommended long, short and pair-trade strategies. • Interacted with senior management of companies under coverage, clients, sales force and traders. • Constructed earnings and valuation (NAV, DCF) models; performed sensitivity analysis. From June 2008 to January 2009 (8 months) New York, NYVice President, Equity Research @ • Institutional Investor ranked team • Provided research coverage of Commercial Mortgage (SFI, NCT, CT) and Net Lease (LXP, NKT) REITs. • Assisted with coverage of the Office/Industrial, Retail and Apartment sectors. • Communicated with senior management of companies under coverage, clients, sales force and traders. • Co-authored initiation reports for NKT (Net Lease), RPB (Office) and FUR (Diversified). • Constructed earnings and valuation models; produce weekly, monthly and quarterly REIT industry reports. From July 2005 to June 2008 (3 years) New York, NYPortfolio Analyst @ • Created investment reviews and valuation reports on portfolios totaling more than $1.5 billion. • Performed stress tests on corporate fixed income portfolios to analyze interest rate risk. • Conducted performance, attribution and composite analysis on approximately 200 portfolios. • Analyzed discretionary money manager performance on a quarterly basis. • Developed investment proposals for the procurement of new business. From December 1999 to June 2003 (3 years 7 months) San Francisco, CADirector of Operations @ Tierranueva S.A. was the Master Franchisee of Blimpie in Peru. My role was to establish and develop the franchise in Peru. • Performed cash flow, sales and profit/loss projections, equipment budgeting and negotiations with suppliers. • Trained personnel, reviewed on-going operations and provided sales tracking and analysis. • Conducted restaurant market research and analysis. From January 1997 to October 1998 (1 year 10 months) Lima, PeruMBA, Finance, International Management @ Simon Graduate School of Business, University of Rochester From 2003 to 2005 BS Business Administration, Finance @ California State University-East Bay From 1993 to 1996 George CFA is skilled in: Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling