Pat Bierbusse
Real Estate Investment Analyst @Cherng Family Trust
Signup · Get unlimited contacts
WORK HISTORY
Real Estate Investment Analyst @Cherng Family Trust
Pasadena, CA, US
Prepare comprehensive financial reporting packages for senior management, JV partners, and third-party clients, incorporating key performance indicators, variance reporting, cash forecasting, and customized reports. Lead the development of annual budgets and quarterly reforecasting processes, providing financial guidance and optimizing business plans. Review vendor and contractor invoices, ensuring alignment with budgetary guidelines and promptly addressing issues. Create and track performance metrics, analyzing and forecasting financial trends and business plan execution, collaborating with Portfolio and Asset Management teams. Maintain and update property cash flow, valuation models, and portfolio rollups to provide accurate financial insights. Prepare investor reports and promptly respond to inquiries, cultivating strong investor relationships. Facilitate smooth onboarding of new assets, preparing transition reports, and coordinating with internal stakeholders. Track and forecast capital projects and unit renovation progress, ensuring timely and budget-compliant delivery. Conduct analysis of property sectors, real estate, and economic trends, evaluating potential investment opportunities and staying updated on market developments. Produce and update periodic investor reports across multiple investment funds, ensuring transparency and accuracy. Monitor financial performance, analyze statements, and make necessary adjustments to optimize operations. Collaborate with Portfolio Management, Asset Management, Finance, and the Investment Committee to track NOI, cash flow, and progress towards leasing and income goals. Prepare comprehensive reports for partners, lenders, and management, offering valuable insights and recommendations. Support senior team members in financial reviews, budgets, business plan execution, and portfolio analytics. Assist in due diligence processes, conducting underwriting assumptions and financial analysis for acquisition properties.
EDUCATION
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Finance, Alumni
ABOUT PAT BIERBUSSE
Cherng Family Trust is a privately held real estate investment firm with over $5B+ assets under management (AUM). Cherng Family Trust has been a leader in the industry for the past 30 years, investing in various real estate types and geographies, including retail, office, hospitality, and multi-family properties across the US and abroad. As a Senior Financial Analyst in this role, I support the executive team in executing strategic business plans. My responsibilities include maintaining and updating operational and financial reports, conducting detailed analysis of existing and potential investments, and building investment projection models. Additional responsibilities include producing internal and external financial reports, as well as periodic investor reporting. Some of my key responsibilities include designing and maintaining portfolio and asset management reports, preparing financial reporting packages for senior management and clients, and developing performance metrics for the portfolio. I also collaborate closely with Portfolio and Asset Management teams to ensure effective communication of the performance of portfolios and assets. Additionally, I am involved in conducting market analysis and staying updated on real estate and economic trends to evaluate new investment opportunities. Pat graduated from the University of Georgia, BBA Finance and began his career at Ernst & Young, LLP. During his three years at Ernst and Young he gained exposure to project management, real estate and construction consulting, construction audits and Digital Real Estate solutions focused on delivering efficiencies and economies of scale to global real estate portfolios. Following Ernst & Young, Pat joined a start-up Real Estate development firm in Costa Mesa, CA. During his tenure, Pat developed complex financial models for the Chief Financial Officer and functioned as a Investments Analyst. Pat\'s primary asset class was Triple Net Lease retail with an emphasis on In-line retail and Express Car Wash developments.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.