Aaron Beal
Partner at Sherlock Investments
Commercial Real Estate Owner and Manager  || Self Storage Entrepreneur
I excel at the analytical due-diligence and common-sense valuation that is necessary for evaluating complex investment opportunities.  I strive to develop a broad multi-industry expertise that spans the wide range of investments available in the market.  I continually strive to advance my knowledge across these industries and to elevate myself and my company. 
 
My greatest strength is the ability to simplify and communicate inordinately convoluted information to others in a straight forward manner.

For me, satisfaction comes from the successful solution of an intricate problem, which explains my lifelong love for strategy and finding creative solutions to unforeseen problems.  

I grew up in Seattle and the ocean was a part of my life, my first teenage purchase wasn't a car but a boat, as I sailed on a nationally competitive team for four years.  Sailing is a sport entrenched in strategy, the start consists of any numbers of vessels given a matter of minutes to situate themselves, establish dominant position over their competitors and to have the highest velocity at the line the second the start whistle blows. Sailing is a never ending game of foresight, strategy and planning, and these fundamentals have been an essential component of the success I have experienced in my career. 

My knowledge and reliability under pressure have me supporting multiple divisions of my company and have routinely placed me on business development projects.  I routinely collaborate with executive management, loan committees, and external council and team members to win new business and close deals. 

Specialties:  Commercial Real Estate (CRE), Enhanced equipment trust certificate (EETC), Aircraft finance,  FDIC Loss-Share, Failed bank acquisition, Power plant finance, Energy finance, Modeling, Valuation, Excel, CoStar, Commercial lending, Investment banking, Financial services, Portfolio Management, Specialty Lending, Debt financing, Real Estate.
Sherlock Investments
Partner
Sherlock Investments is a real estate investment company focused on self-storage investment and management.  The company owns several self-storage properties with over 1,900 units and annual revenue in excess of $3.5 million.  

Development:

• Conducted advanced due-diligence on hundreds of properties. Analyzed and aggregated demographic details, market demand, existing and developing supply, along with dozens of other criteria.  
• Valued properties based on host of standard metrics including ROI, ROE, NPV, IRR and unlevered and levered cash-on-cash using personally developed discounted-cash-flow (DCF) excel model.  
• Assembled financing package, developed advanced pro-forma model and investment deck for lending institutions.  Personally presented package to prospective lenders and fielded all questions related to prospective investment.  
• Coordinated internal team and external contractors to work with local municipalities to complete permitting process and get property through building permit.  

Management:

• Terminated low performing employees and hired high-energy, passionate staff to best represent the company to the customer.
• Managed team of full and part time employees and coordinated the company’s local consultants.  
• Modernized companies digital presence, launched new website, implemented state of the art management software, installed customer feedback management processes and upgraded ability of company to accept mobile and web payments.  
• Updated and implemented maintenance protocol on site-by-site basis to update property aesthetics and reduce downtime on out-of-order units.  
• Established web presence of company, implemented strategy to increase star ratings on major websites including Google, Yelp and Facebook.  Worked with web development partners to implement digital marketing, call tracking and host of other modern web analytic features.
Greater Seattle Area
CSG Investments, Inc.
https://www.linkedin.com/company/csg-investments
Senior Financial Analyst
CSG Investments, Inc. is a global buy-and-hold institution that provides flexible and creative capital solutions for all types of commercial and industrial customers.  

Served as a primary analyst on more than $120 million of commercial real estate loans, which included underwriting, analyzing market conditions, forming and presenting recommendations to senior executives, and (when appropriate) facilitating loan funding’s.  

Facilitated market analysis, financial analysis, reporting, active surveillance and relationship management as part of a $280 million loan portfolio collateralized by a 6 million square foot office portfolio.

Selected for a number of specialized teams, including: 
• Underwriting and valuing a $650 million commercial mortgage portfolio related to a failed bank acquisition portfolio, 
• Spearheading an analysis of inefficiencies in internal programs and developing solutions that ultimately reduce problem occurrence by 45%, 
• Conducting third-party document review, profile drafting and due diligence for a $450 million loan secured by a number of power plants in the United Kingdom, 
• Participating in the accelerated valuation, recommendation and acquisition of a $126 million commercial loan portfolio sale.
Dallas/Fort Worth Area
CSG Investments, Inc.
https://www.linkedin.com/company/csg-investments
FDIC Loss-Share Analyst
Trusted by management and team leader to spearhead the preparation and presentation of monthly reports for 2 acquired failed banks with joint assets totaling $1.1 billion.  Co-ordinated team of 10-15 people to prepare monthly detail on over 15,000 loans.  

Participated in loan modification analysis on $2 billion worth of loans.  Verified collateral documents, valued properties through comparable analysis, NRV and NPV: reviewed borrower financials, calculated metrics like debt service coverage in order to make recommendation to committee. 

Partnered with internal teams to work through two external full program audits required by the FDIC that placed our institution in the top ranks of the loss-share program.
Dallas/Fort Worth Area
CSG Investments, Inc.
https://www.linkedin.com/company/csg-investments
Financial Analyst
Participated in the valuation and modeling of more than $450 million worth of Enhanced ETC's and CRE for possible acquisition.
Dallas/Fort Worth Area
OriGen Biomedical
https://www.linkedin.com/company/origen-biomedical
Team Member, MBA+ Project
Conducted post-mortem (root cause) analysis of a failed biomedical device launch.  Ran fundamental analysis of market trends, and opportunity, using tools like SWOT and Porters five forces analysis.  Aggregated market information on consumer preferences and product device trends, condensed all available information and created prototype mockups and a pitch for a 2.0 re-launch which was presented to the company CEO.  

Received 5/5 "excellent" rating from client during project review.
Austin, Texas Area
https://media-exp1.licdn.com/dms/image/C4E0BAQEk0_x5ixixlQ/company-logo_100_100/0/1631567607108?e=1655942400&v=beta&t=EPUaf_55pDtfA7D0HzZK9KZd3zRfRVOKETFQj9LJXIo
3.9/4.0
Master of Business Administration - MBA
The University of Texas at Austin - Red McCombs School of Business
https://www.linkedin.com/school/the-red-mccombs-school-of-business/
https://media-exp1.licdn.com/dms/image/C560BAQGnL9PBLpEbHg/company-logo_100_100/0/1519889711895?e=1655942400&v=beta&t=DV8YrYYxdXILBAsjC9_LhXHjcc_r-FVrhNz5pFta6iw
Economics
Bachelor's Degree
University of Washington
https://www.linkedin.com/school/university-of-washington/
https://media-exp1.licdn.com/dms/image/C4D0BAQEMmhF9TqUCgA/company-logo_100_100/0/1554743867768?e=1655942400&v=beta&t=9sC6bNgPWZGLO1VS3OwCDWgqEsRElrtZ0VLWGnvzZ0g
Beta Gamma Sigma
Member
Honor society for top 20% of business school class
Fight for the Future
Member
Beta Gamma Sigma
Betagammasigma.org
Beta Gamma Sigma is the international honor society serving students in business administration. The Texas Alpha Chapter of Beta Gamma Sigma was founded at the University of Texas at Austin in 1922 and is the first chapter in Texas, preceded by only 14 national chapters. To be eligible for this invitation to Beta Gamma Sigma, an MBA student must rank in the top 20 percent of his or her class.
Dean's Award for Academic Excellence
University of Texas
Recipients of the Dean's award for Academic Excellence must earn an overall GPA of 3.8 or higher during their entire program.
https://www.linkedin.com/in/judith-moroff-7a119378
Judith Moroff
Branch Manager Beal Nevada Service Corp
Palm Harbor, FL
https://www.linkedin.com/in/gillespieconnor
Connor Gillespie
Options Trader at The Forex Watch
Las Vegas, NV
https://www.linkedin.com/in/blair-winslow-nason-8677174a
Blair Winslow-Nason
Barista at Starbucks
Los Angeles, CA
https://www.linkedin.com/in/janine-anderegg-73451b66
Janine Anderegg
Assistant Branch Manager at Beal Bank
Detroit Metropolitan Area
https://www.linkedin.com/in/connorjgillespie
Connor Gillespie
Staff Auditor at EY
Englewood, CO
https://ca.linkedin.com/in/jordanponomarenko
Jordan Ponomarenko
Providing Banks with the Tools to Maximize Customers' Digital Capabilities and Usage.
Greater Toronto Area, Canada
https://www.linkedin.com/in/evieosborne
Evie Osborne
Executive Assistant to President/CEO at nonPareil
McKinney, TX
https://www.linkedin.com/in/kaanji
Kaanji Irby, Esq. (she/her)
Global Diversity, Inclusion & Social Impact Leader
Frisco, TX
https://www.linkedin.com/in/brwnll
Dustin Brownell
Software Develoment Manager at Point Inside
Seattle, WA
https://www.linkedin.com/in/joesteinhafel
Joe Steinhafel
Account Executive | AppFolio, Inc.
Dallas, TX
https://www.linkedin.com/in/austin-jourde-67115ab1
Austin Jourde
Hiring Sous Chefs, Catering managers and Artisan Bakers.
Fort Worth, TX
https://www.linkedin.com/in/geoffrey-coyner
Geoffrey Coyner
Data Science Manager | Ex-MSFT
Greater Seattle Area
https://www.linkedin.com/in/aprentice
Austin Prentice
Director at Alvarez & Marsal
Dallas, TX
https://www.linkedin.com/in/cari-buehnerkemper-a5549a126
Cari Buehnerkemper
Managing Customer Experience & Excellence
Teutopolis, IL
https://www.linkedin.com/in/mariettadauria
Marietta Dauria, SPHR, SHRM-SCP
Sr. Employment Investigator
Plano, TX
https://www.linkedin.com/in/adammgrant
Adam Grant
Organizational psychologist at Wharton, #1 NYT bestselling author of THINK AGAIN, and host of the TED podcast WorkLife
Philadelphia, PA
https://au.linkedin.com/in/crystal-parker-bb6892187
Crystal Parker
Indigenous Employment Solutions Consultant at MatchWorks
Greater Sydney Area
https://www.linkedin.com/in/jennifer-bartholomew9701
Jennifer Bartholomew
Senior Vice President, Head of Human Resources
Austin, TX
Among public universities, UT now ranks No. 13 nationally, up one spot from last year, and remains the top public university in Texas:
https://www.linkedin.com/signup/cold-join
Liked by Aaron Beal
Incredibly honored to accept a Red Dot Design Award for Lenovo's ThinkSmart Software at the award ceremony in Singapore. Only 6% of the more than…
https://www.linkedin.com/signup/cold-join
Liked by Aaron Beal
Aaron Beal
https://www.linkedin.com/in/aaron-beal-626193b3
BSN, RN, CCRN-CSC-CMC, CFRN, CEN, EMT-Licensed Paramedic
Kerrville, TX
Aaron Beal
https://uk.linkedin.com/in/aaron-beal-0314b2123
IT Service Manager at Willis Towers Watson
Greater Ipswich Area
Aaron Beal
https://www.linkedin.com/in/aaron-beal
Results-focused, detail-oriented professional with 7+ years of progressive experience in Digital Marketing
Burbank, CA
Aaron Beal
https://uk.linkedin.com/in/aaron-beal-327906159
Sales Consultant at Reassured
United Kingdom
Aaron Beal
https://www.linkedin.com/in/aaronbeal
Systems Design & Component Integration at Pratt & Whitney
West Granby, CT