New York, New York, United States
Experienced real estate investment professional with 17 years of institutional experience across acquisitions, asset management, portfolio management, and capital markets. I’ve worked with leading platforms including CPP Investments, Starwood Capital, Deloitte, and CapitaLand, with a strong track record managing and optimizing real estate investments across core, value-add, and opportunistic strategies. My background spans the full investment lifecycle: sourcing and underwriting complex transactions, executing asset business plans, structuring JV and capital solutions, and leading portfolio-level analytics and decision support. I’ve overseen cross-sector portfolios—including office, retail, industrial, multifamily, student housing, and mixed-use assets—at both property and fund levels. Fluent in financial modeling (Excel, ARGUS), return attribution, promote/waterfall structures, and performance reporting. Adept at navigating both GP and LP environments, I bring a disciplined, data-driven mindset to investment execution and strategic planning. CFA charterholder with an MBA in Finance, and fluent in both English and Mandarin Chinese.
- Led portfolio management for CPP's US real estate investments, supporting equity strategy and portfolio construction through performance tracking, sector allocation, return attribution, and capital/liquidity planning. - Directed investment committee reporting and asset reviews; produced memos and analytics that shaped hold/sell/refinance decisions. - Spearheaded enhancements to investment data infrastructure by collaborating with JV partners and internal teams.
- Managed business plan execution for a U.S. retail mall portfolio across multiple opportunistic funds, including leasing, capital improvement, redevelopment, and hold/sell/refi decisions. - Led budgeting, performance tracking, and reporting for internal committee/leadership and LPs; partnered with Investor Relations on fund communications. - Partnered with Capital Markets on loan compliance, refinancing, workout, and COVID-era restructuring efforts.
- Advised institutional investors on real estate valuation, underwriting, and due diligence for acquisitions, dispositions, recapitalizations, and debt transactions. - Built Excel and ARGUS-based models for DCF analysis, property valuation, ground lease valuation, return attribution, and mark-to-market debt fair value across diverse asset types. - Led Purchase Pricing Allocation (PPA) modeling and financial reporting support for M&A activities of domestic and international clients, coordinating with Deloitte global teams across multiple jurisdictions.
- Advised institutional investors on capital markets strategy for real estate transactions in China, including debt financing, acquisitions, and recapitalizations. - Structured private debt placements and refinancing deals in partnership with domestic and international lenders.
- Part of the founding team for CapitaLand’s entry into China’s industrial and logistics real estate sector, supporting investment strategy, deal sourcing, and underwriting. - Feasibility analysis, financial modeling, and market research to support investment decisions. Supported land acquisition, JV structuring, and regulatory approvals to establish early pipeline and platform growth.