Meet Daniel, our accomplished finance management leader with over a decade of expertise in real estate development and investment across various asset classes. Holding a BA in Business Administration from Georgia State University, Daniel oversees our firm’s capital generation, fund management, and investor relations strategy. With a focus on strategic planning, financial structuring, and portfolio analysis, he drives our mission to maximize returns for our investors. Daniel brings a comprehensive approach to business, excelling in investment consulting, asset management, financial analysis, and project management, among other key competencies. His results-driven approach and adaptability to change are instrumental in our continued success.
Episode Highlights Here:
Brett:
Fantastic. And by that I feel that to learn more about Daniel, you can go to apex investments dot U. S, it’s a peck, investments.us. And we’re gonna be talking today about structured real estate investments, a smart way to protect value for a better future and a little bit more about Danny what his team has been able to achieve. So far. Daniel, what’s the number one secret to structured real estate investments?
Daniel Angel-Mejia:
I think one of the main and most important things is to be conservative on the underwriting side, make sure you’re even if it takes multiple deals, going through your desk, before you can strike one, make sure you’re conservative there and make sure you’re buying Right.
Brett:
Excellent. Okay. And so it sounds like being conservative. Underwriting is important. So as a part of that, Daniel, how are you being more conservative in your underwriting as pertains to interest rates that today, read growth expectations, and just overall, how you underwriting deals that?
Daniel Angel-Mejia:
Yeah, of course, and I think that’s a really interesting topic specifically, we’re particularly today, in our case, you know, at least until we can see some more, you know, dust settling in the market, we’re making sure we’re underwriting for fixed rate. That on that side, just because, you know, just getting into the rate cap world breaks that just that’s a little bit too volatile right now. And then on the rent side, we focus mainly on value add opportunities. So it’s kind of like two ways. One is making sure those rent bumps that we’re projecting based on whatever renovations we’re planning are actually achievable. And that the sub market, wherever we’re analyzing, supports those rent pumps. And we’re not tapping into, for example, the next class, for example, for analyzing a Class B property, we’re not tapping into the class A and getting into that competition and making sure there’s enough room and then talking about rent growth. It’s just, you know, those double digit growths that we saw in the past, you know, 1218 months, it’s understanding that that was part of a moment rather than a prolonged, long term situation. So just keeping those in tech and making sure that you know, we’re aligned with whatever stock market we’re looking at.
Watch the episode here:
Important Links:
About Daniel Angel-Mejia
Daniel is the head of the finance management team. With 10+ years of experience in real estate development and investment across diverse asset classes, holding a BA in Business Administration from Georgia State University, he supervises our firm’s capital generation, fund, and investor relations strategy. Daniel’s expertise lies in strategic planning, financial structuring, portfolio analysis, and overall strategy implementation. His strong focus contributes to our continued success and drives our mission to maximize returns for our valued investors.
A true real estate investment & asset management professional with 10+ years of experience, bringing results and adding value to organizations, through asset acquisition, new development, and portfolio analysis and management. Result-oriented, comprehensive and structured approach to business with ability to lead and work with a team, as well as ease of learning, and high adaptability to change.
Comfortable managing multiple levels of the business including administrative, tactical and strategic alignments with competencies in the following areas:
▪ Investment consulting, development ▪ Asset management ▪ Multi-sector real estate investment
▪ Financial Analysis/Modeling ▪ Property management, analysis ▪ Project management
▪ Strategic business structuring ▪ Business development ▪ Market research
- capitalgainstaxsolutions.com
- Capital Gains Tax Solutions Facebook
- Capital Gains Tax Solutions Twitter
- Capital Gains Tax Solutions Tiktok