aaron beal
Partner at Sherlock Investments
commercial real estate owner manager || self storage entrepreneur
excel analytical due-diligence common-sense valuation necessary evaluating complex investment opportunity . strive develop broad multi-industry expertise span wide range investment available market . continually strive advance knowledge across industry elevate company . greatest strength ability simplify communicate inordinately convoluted information others straight forward manner . , satisfaction come successful solution intricate problem , explains lifelong love strategy finding creative solution unforeseen problem . grew seattle ocean wa part life , first teenage purchase wa n't car boat , sailed nationally competitive team four year . sailing sport entrenched strategy , start consists number vessel given matter minute situate , establish dominant position competitor highest velocity line second start whistle blow . sailing never ending game foresight , strategy planning , fundamental essential component success experienced career . knowledge reliability pressure supporting multiple division company routinely placed business development project . routinely collaborate executive management , loan committee , external council team member win new business close deal . specialty : commercial real estate ( cre ) , enhanced equipment trust certificate ( eetc ) , aircraft finance , fdic loss-share , failed bank acquisition , power plant finance , energy finance , modeling , valuation , excel , costar , commercial lending , investment banking , financial service , portfolio management , specialty lending , debt financing , real estate .
Sherlock Investments
Sherlock Investments is a real estate investment company focused on self-storage investment and management.  The company owns several self-storage properties with over 1,900 units and annual revenue in excess of $3.5 million.  

Development:

• Conducted advanced due-diligence on hundreds of properties. Analyzed and aggregated demographic details, market demand, existing and developing supply, along with dozens of other criteria.  
• Valued properties based on host of standard metrics including ROI, ROE, NPV, IRR and unlevered and levered cash-on-cash using personally developed discounted-cash-flow (DCF) excel model.  
• Assembled financing package, developed advanced pro-forma model and investment deck for lending institutions.  Personally presented package to prospective lenders and fielded all questions related to prospective investment.  
• Coordinated internal team and external contractors to work with local municipalities to complete permitting process and get property through building permit.  

Management:

• Terminated low performing employees and hired high-energy, passionate staff to best represent the company to the customer.
• Managed team of full and part time employees and coordinated the company’s local consultants.  
• Modernized companies digital presence, launched new website, implemented state of the art management software, installed customer feedback management processes and upgraded ability of company to accept mobile and web payments.  
• Updated and implemented maintenance protocol on site-by-site basis to update property aesthetics and reduce downtime on out-of-order units.  
• Established web presence of company, implemented strategy to increase star ratings on major websites including Google, Yelp and Facebook.  Worked with web development partners to implement digital marketing, call tracking and host of other modern web analytic features.
Greater Seattle Area
Partner
CSG Investments, Inc.
https://www.linkedin.com/company/csg-investments
CSG Investments, Inc. is a global buy-and-hold institution that provides flexible and creative capital solutions for all types of commercial and industrial customers.  

Served as a primary analyst on more than $120 million of commercial real estate loans, which included underwriting, analyzing market conditions, forming and presenting recommendations to senior executives, and (when appropriate) facilitating loan funding’s.  

Facilitated market analysis, financial analysis, reporting, active surveillance and relationship management as part of a $280 million loan portfolio collateralized by a 6 million square foot office portfolio.

Selected for a number of specialized teams, including: 
• Underwriting and valuing a $650 million commercial mortgage portfolio related to a failed bank acquisition portfolio, 
• Spearheading an analysis of inefficiencies in internal programs and developing solutions that ultimately reduce problem occurrence by 45%, 
• Conducting third-party document review, profile drafting and due diligence for a $450 million loan secured by a number of power plants in the United Kingdom, 
• Participating in the accelerated valuation, recommendation and acquisition of a $126 million commercial loan portfolio sale.
Dallas/Fort Worth Area
Senior Financial Analyst
CSG Investments, Inc.
https://www.linkedin.com/company/csg-investments
Trusted by management and team leader to spearhead the preparation and presentation of monthly reports for 2 acquired failed banks with joint assets totaling $1.1 billion.  Co-ordinated team of 10-15 people to prepare monthly detail on over 15,000 loans.  

Participated in loan modification analysis on $2 billion worth of loans.  Verified collateral documents, valued properties through comparable analysis, NRV and NPV: reviewed borrower financials, calculated metrics like debt service coverage in order to make recommendation to committee. 

Partnered with internal teams to work through two external full program audits required by the FDIC that placed our institution in the top ranks of the loss-share program.
Dallas/Fort Worth Area
FDIC Loss-Share Analyst
CSG Investments, Inc.
https://www.linkedin.com/company/csg-investments
Participated in the valuation and modeling of more than $450 million worth of Enhanced ETC's and CRE for possible acquisition.
Dallas/Fort Worth Area
Financial Analyst
OriGen Biomedical
https://www.linkedin.com/company/origen-biomedical
Conducted post-mortem (root cause) analysis of a failed biomedical device launch.  Ran fundamental analysis of market trends, and opportunity, using tools like SWOT and Porters five forces analysis.  Aggregated market information on consumer preferences and product device trends, condensed all available information and created prototype mockups and a pitch for a 2.0 re-launch which was presented to the company CEO.  

Received 5/5 "excellent" rating from client during project review.
Austin, Texas Area
https://media-exp1.licdn.com/dms/image/C4E0BAQEk0_x5ixixlQ/company-logo_100_100/0/1631567607108?e=1655942400&v=beta&t=EPUaf_55pDtfA7D0HzZK9KZd3zRfRVOKETFQj9LJXIo
Team Member, MBA+ Project
Master of Business Administration - MBA
3.9/4.0
https://media-exp1.licdn.com/dms/image/C560BAQGnL9PBLpEbHg/company-logo_100_100/0/1519889711895?e=1655942400&v=beta&t=DV8YrYYxdXILBAsjC9_LhXHjcc_r-FVrhNz5pFta6iw
The University of Texas at Austin - Red McCombs School of Business
https://www.linkedin.com/school/the-red-mccombs-school-of-business/
Bachelor's Degree
Economics
https://media-exp1.licdn.com/dms/image/C4D0BAQEMmhF9TqUCgA/company-logo_100_100/0/1554743867768?e=1655942400&v=beta&t=9sC6bNgPWZGLO1VS3OwCDWgqEsRElrtZ0VLWGnvzZ0g
University of Washington
https://www.linkedin.com/school/university-of-washington/
Honor society for top 20% of business school class
Beta Gamma Sigma
Member
Fight for the Future
Member
Beta Gamma Sigma is the international honor society serving students in business administration. The Texas Alpha Chapter of Beta Gamma Sigma was founded at the University of Texas at Austin in 1922 and is the first chapter in Texas, preceded by only 14 national chapters. To be eligible for this invitation to Beta Gamma Sigma, an MBA student must rank in the top 20 percent of his or her class.
Betagammasigma.org
Beta Gamma Sigma
Recipients of the Dean's award for Academic Excellence must earn an overall GPA of 3.8 or higher during their entire program.
University of Texas
Dean's Award for Academic Excellence
https://www.linkedin.com/in/judith-moroff-7a119378
Palm Harbor, FL
Judith Moroff
Branch Manager Beal Nevada Service Corp
https://www.linkedin.com/in/gillespieconnor
Las Vegas, NV
Connor Gillespie
Options Trader at The Forex Watch
https://www.linkedin.com/in/blair-winslow-nason-8677174a
Los Angeles, CA
Blair Winslow-Nason
Barista at Starbucks
https://www.linkedin.com/in/janine-anderegg-73451b66
Detroit Metropolitan Area
Janine Anderegg
Assistant Branch Manager at Beal Bank
https://www.linkedin.com/in/connorjgillespie
Englewood, CO
Connor Gillespie
Staff Auditor at EY
https://ca.linkedin.com/in/jordanponomarenko
Greater Toronto Area, Canada
Jordan Ponomarenko
Providing Banks with the Tools to Maximize Customers' Digital Capabilities and Usage.
https://www.linkedin.com/in/evieosborne
McKinney, TX
Evie Osborne
Executive Assistant to President/CEO at nonPareil
https://www.linkedin.com/in/kaanji
Frisco, TX
Kaanji Irby, Esq. (she/her)
Global Diversity, Inclusion & Social Impact Leader
https://www.linkedin.com/in/brwnll
Seattle, WA
Dustin Brownell
Software Develoment Manager at Point Inside
https://www.linkedin.com/in/joesteinhafel
Dallas, TX
Joe Steinhafel
Account Executive | AppFolio, Inc.
https://www.linkedin.com/in/austin-jourde-67115ab1
Fort Worth, TX
Austin Jourde
Hiring Sous Chefs, Catering managers and Artisan Bakers.
https://www.linkedin.com/in/geoffrey-coyner
Greater Seattle Area
Geoffrey Coyner
Data Science Manager | Ex-MSFT
https://www.linkedin.com/in/aprentice
Dallas, TX
Austin Prentice
Director at Alvarez & Marsal
https://www.linkedin.com/in/cari-buehnerkemper-a5549a126
Teutopolis, IL
Cari Buehnerkemper
Managing Customer Experience & Excellence
https://www.linkedin.com/in/mariettadauria
Plano, TX
Marietta Dauria, SPHR, SHRM-SCP
Sr. Employment Investigator
https://www.linkedin.com/in/adammgrant
Philadelphia, PA
Adam Grant
Organizational psychologist at Wharton, #1 NYT bestselling author of THINK AGAIN, and host of the TED podcast WorkLife
https://au.linkedin.com/in/crystal-parker-bb6892187
Greater Sydney Area
Crystal Parker
Indigenous Employment Solutions Consultant at MatchWorks
https://www.linkedin.com/in/jennifer-bartholomew9701
Austin, TX
Jennifer Bartholomew
Senior Vice President, Head of Human Resources
Liked by Aaron Beal
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Among public universities, UT now ranks No. 13 nationally, up one spot from last year, and remains the top public university in Texas:
Liked by Aaron Beal
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Incredibly honored to accept a Red Dot Design Award for Lenovo's ThinkSmart Software at the award ceremony in Singapore. Only 6% of the more than…
https://www.linkedin.com/in/aaron-beal-626193b3
Kerrville, TX
Aaron Beal
BSN, RN, CCRN-CSC-CMC, CFRN, CEN, EMT-Licensed Paramedic
https://uk.linkedin.com/in/aaron-beal-0314b2123
Greater Ipswich Area
Aaron Beal
IT Service Manager at Willis Towers Watson
https://www.linkedin.com/in/aaron-beal
Burbank, CA
Aaron Beal
Results-focused, detail-oriented professional with 7+ years of progressive experience in Digital Marketing
https://uk.linkedin.com/in/aaron-beal-327906159
United Kingdom
Aaron Beal
Sales Consultant at Reassured
https://www.linkedin.com/in/aaronbeal
West Granby, CT
Aaron Beal
Systems Design & Component Integration at Pratt & Whitney