United States
Providing transaction advisory services for alternative investments • Transaction Advisory: - Conducted financial analysis, due diligence, and transaction structuring; facilitated in term sheets drafting, project roadshows, buyer outreach and investment negotiations - Conducted in-depth analyses of the feasibility and pros/cons of various transaction structures, including REITs, CMBS, and partial or complete equity transactions - Screening, evaluating, and recommending potential investment opportunities in real estate NPA; designed disposal structures and operational procedures; coordinated negotiations between multiple parties • Financial Analysis: Provided cash flow forecasting, yield sensitivity analysis, and return period forecasting; built valuation models tailored to specific projects, covering industrial logistics, biopharmaceuticals and rental apartments • Investor Relations: Regularly expanded and visited investment institutions, gaining insights into the preferences and dynamics of various buyers, including private equity funds, insurers, government platforms, family offices, and developers • Market Research: Combined with market demand and key client investment strategies to conduct preliminary research and select suitable investment targets. Published national en-bloc transaction market reports
Responsible for secondary market investment on Green Infrastructure industry Selected Investment Experiences: Orient Wires & Cables (603606): Leading manufacturer of domestic submarine cable - Industry Research: Deeply researched into offshore wind power installation value chain - Valuation: built DCF and comparable valuation, resulting in a stock recommendation that achieved over 100% growth Beijing GeoEnviron (603588): Environmental management firm that pioneered the waste-to-energy business - Industry Research: Conducted 60+ pages of in-depth research on China’s waste-to-energy industry, analyzed the long-term prospects and identified the target company as a leading player - Valuation: Applied a PE valuation method to provide a positive investment recommendation
• Investment Analysis: Provided investment advisory for top mega funds (Blackstone, KKR, etc.), executed the Yangtze River Delta logistics market research through on-site inspections, third-party data collection, expert interviews, and desk research • City Selection Advisory: Originally built a city selection methodology on logistics warehouses investment for China’s leading e-commerce platform; calculated city selection index and presented heat map data visualization through Python and ArcGIS • Industry Research: - China’s logistics real estate market whitepaper: co-authored a 30+ page white paper on the China logistics real estate market. Analyzed warehouse stock pattern and market performance in major city clusters - China’s logistics warehouse public REITs: summarized REITs’ investment characteristics; specially analyzed logistics warehouse REITs, covering policy backgrounds analysis, cases study on newly issued REITs, etc. • Valuation Support: Deeply involved in market research, on-site inspections, and valuation for various properties, including logistics warehouses, office buildings, industrial plants, etc., using income, comparison, DCF, and other methods