Juan Montalvo
Acquisition Associate @Pioneer Acquisitions
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WORK HISTORY
Acquisition Associate @Pioneer Acquisitions
Rye, NY, US
Deal Sourcing and Analysis: Proactively identify and source acquisition opportunities in targeted asset classes, markets, and geographies. Conduct market research, analyze trends, and evaluate potential investments to support deal flow.Underwriting and Financial Modeling: Perform detailed financial analysis and underwriting for real estate acquisitions, utilizing financial models to assess property performance, projected returns, and risk factors. Prepare investment memos for internal review and decision-making.Due Diligence Coordination: Lead and manage the due diligence process for acquisitions, including coordinating property inspections, third-party reports (appraisals, environmental, structural), and reviewing legal documents. Ensure compliance with all regulatory and lender requirements.Transaction Management: Work closely with legal teams, brokers, lenders, title companies, and other stakeholders to facilitate the negotiation and closing of acquisition deals. Ensure a smooth and timely execution of purchase agreements and closings.Asset Management Support: Assist in the management of acquired assets by monitoring property performance, creating and analyzing quarterly reports, and executing asset-level strategies to optimize value and returns.Investor and Stakeholder Communication: Prepare regular updates and reports for investors and key stakeholders, ensuring clear communication regarding property performance, financials, and upcoming opportunities or challenges.
EDUCATION
NYU Stern School of Business
Master of Business Administration - MBA, Finance and Real Estate
Virginia Military Institute
Bachelor’s Degree, International Studies and Political Science
Darla Moore School of Business at the University of South Carolina
Graduate Certificate, Data Analytics
ABOUT JUAN MONTALVO
Finance Professional leveraging 4+ years of experience in budget analysis and financial…
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