Jason Ng

Bachelor's

Finance

CBRE Investment Management

Investment Analyst Indirect Investment

- Conducted in-depth analyses for acquisitions, leveraging Argus and Excel to predict returns and fees with precision - Collaborated on bi-annual financial forecasts, overseeing a $12.0bn AUM portfolio across industrial, life science, and retail investments for the Global and Portfolio Management Teams - Streamlined client requests by coordinating with operators, ensuring prompt and effective resolutions - Selected Transaction and Asset Management Experience - $300 Million Recapitalization of 3,962-unit Single Family Rental Portfolio in High-Growth Sunbelt Markets - Led underwriting process, migrating seller's model into internal financial model and framework - Enhanced pricing accuracy and refined assumptions by collaborating with public markets and research teams - Developed a detailed model covering turnover rate, rent growth, loss-to-lease recapture, tax & insurance expense - Strategy: Capture embedded loss-to-lease and mark-to-market opportunity in the portfolio and capitalize on - $2.0 Billion Asset Management of Medical Office Portfolio across Primary, Secondary and, Tertiary Markets - Managed the valuation assessments, considering exit cap rates and discount rates for the MOB portfolio - Oversaw capital expenditures and negotiated favorable leasing terms to optimize portfolio performance - Underwrote a $200 Million Medical Office building acquisition, assessing tenant credit, building quality, and demographic factors - Strategy: Assemble a portfolio of well-occupied assets offering an income-attractive profile and enhancing returns through build-to-core strategies - Selected Investment Strategy Experience - Authored an Investment Strategy Report on the Cold Storage Industry - Examined demographic changes, urban migration, and shifts in consumer preferences towards fresh and frozen - Evaluated the aging and lifespan of current cold storage warehouses, assessing their impact on overall supply - Analyzed demand and supply dynamics through studying vacancy, absorption, and turnover rates - Assessed the impact of impact of e-commerce growth on the sector, particularly in online grocery and shopping