Jake L.
Institutional Commercial Real Estate Financial Modeling & Underwriting
Laser-focused on commercial real estate financial modeling and underwriting, from acquisitions and developments to portfolios, opportunity zone investments, distressed debt, and complex partnership waterfalls. I build sophisticated, institutional-quality real estate pro formas and other models for acquisitions, developments, and other complex CRE investments, with a particular focus on models used to evaluate opportunities and raise equity capital. Highlights: - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Institutional experience on large and complex projects - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience underwriting and modeling all real estate product types, including multifamily, office, industrial, retail, mixed-use, SFR subdivisions, manufactured home communities, land, self-storage, etc. Whether you need a development model built from the ground up, an acquisition model reviewed or rebuilt, a complex waterfall, or a real estate proforma tailored to a specific investment, let's talk.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $3.8k
Billed in all: $92,047$92k
$634 in the last 6 months
Across 8 contracts
Across 118 contracts
Earnings, last 30 days
Skill rankings: Top 11% in Equity Research
Ranked by MRR among everyone on Upwork with the skill.
- #20Equity Research182 freelancers · 🇺🇸 #9Top 11%🇺🇸#9 of 20
- #20Capital Markets111 freelancers · 🇺🇸 #9Top 18%🇺🇸#9 of 45
- #20Pro Forma Statement93 freelancers · 🇺🇸 #9Top 22%🇺🇸#9 of 37
- #51Real Estate Financial Modeling247 freelancers · 🇺🇸 #14Top 21%🇺🇸#14 of 103
- #51Acquisitions247 freelancers · 🇺🇸 #9Top 21%🇺🇸#9 of 50
- #116Real Estate Investment Assistance518 freelancers · 🇺🇸 #9Top 22%🇺🇸#9 of 108
- #124Fundraising677 freelancers · 🇺🇸 #56Top 18%🇺🇸#56 of 307
- #193Cash Flow Analysis705 freelancers · 🇺🇸 #42Top 27%🇺🇸#42 of 170