Luke Swift

License #344995

▪ Modeled over $2 Billion worth of Multi-Family and Retail Deals for the firm on Excel and Argus. Typical deal size ranged from $20,000,000 to $100,000,000 in search for final investments to the firm’s most recent fund. Called Brokers to discuss these deals, compare pro-forma numbers, discuss renovation projects, schedule leasing assumptions, and talk about capital markets. ▪ The culmination of my internship was a sell/hold analysis on a mixed-use portfolio of buildings which consists of office, ground floor retail and a parking garage in NC. The first step was auditing Argus Files from CBRE and identifying variances from internal data. I then called the local leasing team and built out a Leasing Schedule. With the variances and new Leasing Schedule, I built out new Argus Files which then were used to create a DCF Valuation Model. These deliverables were then sent to CBRE for them to update their Broker Opinion of Value and was presented by the Managing Principal of WPCM. I also worked with the asset management team to build out a disposition model to determine the return at certain levels for investors. ▪ Prepared weekly notes and deal logs for the team’s weekly Monday Morning Meeting and built out trackers for target investment markets. Tasked with researching data on multi-family and single-family home starts for the Second Quarter Investor Reports. Helped edit and revise the 2nd Quarter Letters for the outstanding funds.

▪ Identified and financially modeled for 1031 Exchange Acquisitions and Retail Value-Add Opportunities in the Southeast. Modeled properties ranging from $500,000 to $25,000,000. ▪ Conducted key individual meetings for the company with large Commercial Real Estate firms including but not limited to, CBRE and Cushman and Wakefield. Presented data from loan documents to banks in key meetings in pursuit of a 7-million-dollar line of credit with First Horizon Bank and Carter Bank and Trust. ▪ Leased out ~25,000 SF of Vacant Retail Property in the Greensboro and Raleigh Markets, as well as negotiated lease terms with Current Tenants to fund Capital Improvements for the Company. ▪ Was the sole broker for the company involved in a $1,325,000 acquisition in High Point, North Carolina Went through all phases of discovery for the property, including financial modeling, work on securing a loan, presenting it to the board of the company and submitting the LOI. Saw out the process throughout Due Diligence and coordinated with the legal team and other brokers in the transaction. Property closed on September 15, 2023, and is now a part of the Kotis Properties Portfolio. ▪ Experience working with Crexi, Costar, and Loopnet for both leasing and market research. Worked with Costar to overhaul Kotis’ advertising for vacant spaces.

▪ Managed maintenance of 50+ shopping centers throughout NC. ▪ Oversaw and executed entire project schedules for demolition and conversion value add projects through planning, permitting, construction, and turnover phase. ▪ Gained proficiency in the Yardi Property Management software used by the firm to perform simple tasks such as clearing rent checks, capitalizing end-of-year accounts, booking payables and depreciating assets. ▪ Researched properties and land for potential opportunities for Kotis Properties.

Specialized in Parking-Lot Work and Landscaping working in the field for multiple years while picking up experience in Demolition and Reconstruction. Allowed for me to have a flexible schedule while still in High School and playing sports.

Local Youth Soccer Referee