Capital Markets
Who we are?
The Capital Markets Global Support team in India was started in 2020 to support Argus models, Lease Abstracts, BOV and Narratives for Brokers across various regions of the United States. We are a 29-member team with diverse experience in the CRE industry, averaging 5+ years.
What do we do?
The team is skilled in developing Argus cash flow models, proprietary BOV models, and various other valuation models, as well as lease abstraction, comps, and property & market level narratives. Well versed across all property types, the team has experience with modeling office, retail, hospitality, industrial, multifamily, student housing, senior housing, and mixed-use properties.
Retail
Office
Student Housing
Senior Housing
Multifamily
Hotel
Create Argus Cash Flow Analysis
Rent Roll, Financials, Assumptions, CAM Recoveries, Lease Agreements
Information Needed
Audit the latest rent roll against existing Argus models or
owner files and lease agreements.
Review and compare expenses against budget files to
identify discrepancies for further review
Current rent roll, prior Argus model or client’s Argus model.
Information Needed
Update Argus reports in valuation models to generate property value assessments and sensitivity scenarios.
Valuation template and updated financial statements
Information Needed
Abstract tenant lease agreements and compile the information in the desired templated format
Lease agreements and lease abstract template
Information Needed
Provide market level commentary including
• City: Population, Culture, Downtown, Economy, and Transportation
• University: Enrollment, Courses, Research Budgets, Rankings and Transportation
Latest Rent roll, operating statement, real estate taxes
Docs Needed
IDEAL Creation and Modifications
Lease Abstraction
Excel Model
Rent Roll Audit
Argus Model
6
4
3
2
1
Scope of Services
5
BOV (Financial Analysis)
Load user-specific templates with tenant, tax, actual and underwritten financial information, as well as pricing, cap rate, and proforma assumptions
Latest rent roll, operating statements and real estate taxes
Information Needed
8
Narratives Write Up
Update and Summarize comp information sourced from various platforms including Yardi, CoStar and Axiometrics
Radius, subtype, amenities, year built/renovated
Information Needed
7
Rent / Sales Comparable
We might want to consider removing this one from scope of services Load and update property information, contacts and BOV details in IDEAL
Notification of new BOVs as well as updates to existing information
Information Needed
How do we work
Step - 1
Step - 2
Step - 3
Step - 4
Step - 5
Requestor sends all source documents required to complete the job to the Mail Box or via sharepoint/dropbox/
onedrive
Assign task to the analyst
Complete the request according to the instructions
Perform QC and send the work package to the onshore requestor
Review the files and confirm turn around time. Request further information if required
Turn Around Time
Once we receive all the required documents, we will deliver the work product within 48 -72 hours. Bespoke requests or large portfolio projects will require extra time,
which will be communicated accordingly.
Currently Supported Brokers
Arizona
Birmingham
Boca Raton
Boston
Carolinas
Atlanta
Austin
Valeska French
Executive Vice President
Arizona
Arizona
Cole Davis
Executive Vice President
Boca Raton
Boca Raton
Atlanta
Ryan Grosso
Executive Vice President
Thomas Bennett
Executive Managing Director
Atlanta
Austin
Chase Easley
Senior Vice President
Mallory Rodriguez
Senior Vice President
Senior Vice President
Hope Brunner
Senior Vice President
Jesse Skaar
Senior Vice President
Reese Weaver
Senior Vice President
Michael Cervenka
Senior Vice President
Austin
Justin Uffinger
Senior Vice President
Sarah Nee
Executive Vice President
Executive Vice President
Birmingham
Birmingham
Anthony Rotunda
Senior Appriaser
Cody Kirkbride
Senior Vice President
Carolinas
Carolinas
Conor Reenstierna
Executive Vice President
Boston
Boston
Chris Canter
Collin Bevier
Tarek ElGammal
Parker Geiger
Bryan Cox
Collin Bevier
Grant Bretzlaff
Jesse Hoffman
Jonathan Senn
Naomi Swisa
Paul Grant
Steven Halsey
Testimonials
Always excellent service!
They do a good job.
Argus runs are done very well!
Thank you so much! I really appreciate it! You all ROCK!
Overall service has been very good!
You guys are truly awesome and so good at what you do! I have to rely on your expertise!
They do great!
Thank you so much for your work thus far. I appreciate all the hard work you do for our team in Nashville. I look forward to continuing our work relationship.
These guys are rock stars. Love using them!
These guys are rock stars. Love using them!
They do great!
FAQ's
Once we receive all the required documents, we will deliver the work product within 48 -72 hours. Bespoke requests or large portfolio projects will require extra time, which will be communicated accordingly.
Please share any feedback with Bill, Nikita, Banik, and Teja, contacts noted below.
We would love to hear your suggestions on additional scope of services needed or how we can continue to improve our work product and delivery.
Please allow for time zone Difference (EST + 9.5 hours). The India team works from 5:30 am – 2:30 pm EST. Requests received after 2:00 pm EST may not be placed in the work queue until the next business day.
There is no direct charge for this service currently. The Financial Analytics Global Support Team are Newmark employees, not an outside third-party service provider.
Required documents are specific to the request type. Most requests will require historical financials, budgets, latest rent roll, lease agreements, CAM recovery file, assumption sheet, and invoices.
VA-ArgusAnalyst-GST@nmrk.com
What is the typical turnaround time?
How do I share feedback?
Shifts and Time zones.
Will my office or broker be billed?
What files do I need to submit and how?
How do we contact the Financial Analytics Team?
What is the typical turnaround time?
How do I share feedback?
Shifts and Time zones.
Will my office or broker be billed?
What files do I need to submit and how?
How do we contact the Financial Analytics Team?
Contact Us
Satyajit Banik
Assistant Vice President
satyajit.banik@nmrk.com
Tejas Dulam
Assistant Manager
tejaswi.dulam@nmrk.com
Bill Petersen
Managing Director
bill.petersen@nmrk.com
Nikita Thakur
Manager
nikita.thakur@nmrk.com
Melissa Morris
Senior Managing Director
melissa.morris@nmrk.com
Hill Douglas
CAPITAL MARKETS
About Us
Business Line
Appraisal
Argus
RA
RC
Market Research
Appraisal
Argus
Regional Co-ordinator
Regional Administrator
Market Research
FAQ's
TESTIMONIALS
Contact Us
The information contained herein has been obtained from sources deemed reliable but has not been verified and no guarantee, warranty or representation, either express or implied, is made with respect to such information. Terms of sale or lease and availability are subject to change or withdrawal without notice.
Houston
Chirag Batavia
Senior Vice President
Duncan Guinn
Senior Appraiser
Dillon Mills
Senior Apprasier
Greyson Matte
Senior Vice President
Houston
Jonathan Lang
Executive Vice President
Irvine
Irvine
Los Angeles
Anna Sporrong
Senior Vice President
Gabe Munson
Senior Appraiser
Flagg Broderick
Senior Apprasier
Wyatt Strahan
Senior Vice President
Los Angeles
New Jersey
Kristen Morrell
Senior Vice President
Senior Vice President
Financial Reporting Services
New Jersey
New York
Darian Cook
Executive Vice President
Executive Vice President
Senior Research Analyst
Senior Managing Director
Executive Vice President
Vice President
Senior Vice President
Senior Vice President
Senior Managing Director
Senior Vice President
New York
Angelo Brutico
Executive Vice President
Christopher Koehler
Vice President
Marybeth Farris
Executive Vice President
Senior Vice President
Executive Vice President
Philadelphia
Philadelphia
Jennifer Tillema
Executive Vice President
Portland
Portland
San Francisco
Adele Benson
Vice President
Connor Stapleton
Senior Vice President
Francesca Zappula
Vice President
San Francisco
Marty Leith
Executive Vice President
Fitzgibbons
Vice President
Senior Vice President
Executive Vice President
Senior Vice President
Senior Appraiser
Executive Vice President
Seattle
Seattle
Washington DC
Catherine Cheng
Senior Vice President
Washington DC
Adam Ninmer
Senior Vice President
Ben Bowling
Executive Vice President
Stephanie Vallejo
Executive Vice President
Dallas
Dallas
Jenny Kleckner
Executive Vice President
John Burke
Vice President
Robert Colontaio
Senior Vice President
Selina Matthiesen
Executive Vice President
Shaun Dolan
Senior Vice President
Senior Appraiser
Executive Vice President
Chicago
Chicago
Baker Nicholas
Senior Appriaser
Bishop Polizzotto
Senior Vice President
Chicago
Chicago
Addisyn Green
Executive Vice President
Ben McElroy
Vice President
Cole Beach
Senior Vice President
Grant Marconi
Executive Vice President
Jack Forman
Senior Vice President
Luke Crowe
Senior Appraiser
Matt Eubanks
Executive Vice President
Dallas
Dallas
Austin Lynch
Senior Appriaser
Courtney Crowder
Senior Vice President
Denver
Denver
Chicago
Dallas
New Jersey
New York
Philadelphia
Portland
San Francisco
Seattle
Washington DC
Denver
Los Angeles
Houston
Jake Paschen
Joe Raucci
Kurt Weis
Mary Gilbank
Nicholas Baker
Bishop Polizzotto
Sean McNeely
Mills Poynor
Nikita Bernstein
Nina DelPozo
Parker Sherrill
Paul Rasmussen
Samuel Gaubert
Taylor E King
Taylor Hare
Thomas Graze
Travis McEldowney
Emily Mitchell
Jack Richey
Val Despard
Will Klos
Greyson Morgan
Senior Appriaser
Shane Lovelady
Senior Vice President
Charlotte
Charlotte
Preston Heard
Reese Eller
Taylor Gaspard
Memphis
Memphis
Austin Ehrat
Senior Vice President
Blake Pera
Senior Appraiser
Benjamin Lustig
Senior Apprasier
Sharon Ammons
Senior Vice President
Memphis
Gray Fiser
Tommy Bronson
Felton Hatcher
Fred Smith
Harold James
Hudson Barineau
Kyle Ebert
Li Connie
William Lee
Zack Ryan
Matthew Duffy
Zach Mayne
Dan Axelson
Issa Abbassi
Jack Condon
John Caraviello
Michael Dorfman
Tim Polglase
Kansas
Kansas
Andrew Clemons
Senior Vice President
Senior Appraiser
Senior Apprasier
Senior Vice President
Kansas
Ohio
Ohio
Brady Lang
Christopher West
Julie Mickley
Kendra Marston
Maria Evans
Executive Vice President
Executive Vice President
Senior Research Analyst
Senior Managing Director
Executive Vice President
Vice President
Senior Vice President
Senior Vice President
Senior Managing Director
Senior Vice President
Ohio
Oregon
Oregon
James Childress
Executive Vice President
Executive Vice President
Senior Research Analyst
Senior Managing Director
Executive Vice President
Vice President
Senior Vice President
Senior Vice President
Senior Managing Director
Senior Vice President
Oregon
Joelle Reinke
Executive Vice President
Robert Black
Vice President
Sam Lawhead
Executive Vice President
Senior Vice President
Executive Vice President
Portland
Portland
Richmond
Garrison Gore
Executive Vice President
Harrison Carter
Vice President
Will Bradley
Executive Vice President
Senior Vice President
Executive Vice President
Richmond
Richmond
Joseph Momich
Matthew Vranesh
Seth McKinnon
Grant Marley
Gregory Bury
Massi Bucci
Mat Adler
PROJECT
SUBMITTAL FORM
Project Submittal Form
Please submitt your request at
Ryan Reethof
Industrial
Download the Assumptions Sheet here
(Complete and send via email)
Leasing
The team was set up in 2020 to support brokers in creating cash flow analysis for leasing. We are a 10+ member team with diverse experience in the CRE industry averaging 5+ years.
The team is skilled in assisting brokers with financial aspects of the negotiation process, curating scenario analysis, structuring key financial lease provisions (options, sublet/assignment, additional rent, escalations, etc.)
Student Housing
Senior Housing
Hotel
Multifamily
(Including Student/ Senior Housing)
Retail
Office
Remaining Obligation: Creating cash flow showing the remaining obligation of existing lease term by incorporating rents, operating expenses, taxes, etc. and arriving at the NPV.
Existing lease agreement and OPEX invoice if available.
Docs Needed
Creating cash flow of the remaining obligation and sublease terms and calculate loss/gain on subleasing.
Existing lease agreement and sublease LOI.
Docs Needed
Creating cash flow analysis for various scenario comparisons and arriving at the average annual rent, NPV, etc.
RFP/LOI
Docs Needed
Creating cash flow analysis for ownership considering the debt and equity. Includes projecting the better option in leasing vs Ownership.
Lease agreements and Lease abstract template
Docs Needed
Providing an overview of the city and university related to the student housing property, including:
• City: Population, Culture, Downtown, Economy, and Transportation
• University: Enrollment, Courses, Research Budgets, Rankings, and Transportation
Latest Rent roll, operating statement, real estate taxes
Docs Needed
Updating office-specific templates with Rent Roll, Operating Statements, and detailed research on taxes, buyer’s Underwriting, Pricing, cap rates and Proforma assumptions.
Latest Rent roll, operating statement, real estate taxes
Docs Needed
Updating and summarizing data for multiple properties from Yardi, Costar and Axiometrics, covering aspects like Year Built, Sale Date, Price, Unit Types, Average Square Footage, Average Rents etc.
Latest Rent roll, operating statement, real estate taxes
Docs Needed
Updating new BOVs in IDEAL with the flexibility to make updates at later stages. Additionally, adding properties, contacts, and BOV details as needed. Note: The analyst would need office-level access to Ideal.
Latest Rent roll, operating statement, real estate taxes
Docs Needed
IDEAL Creation and Modifications
Rent / Sales Comparable
Narratives Write Up
BOV (Financial Analysis)
Ownership Analysis
Relocation/Renewal/Restructure Analysis
Remaining Obligation
8
7
6
5
4
3
2
1
Scope of Services
How do we work
Step - 1
Requestor sends all source documents required to complete the job to the Mail Box or via sharepoint/dropbox/
onedrive
Step - 2
Review the files and confirm turn around time. Request further information if required
Step - 3
Assign task to the analyst
Step - 4
Complete the request according to the instructions
Step - 5
Perform QC and send the work package to the onshore requestor
Turn Around Time
Once we receive all the required documents, we will deliver the work product within 24 -48 hours.
Currently Supported Brokers
Arizona
Birmingham
Houston
Kansas
New Jersey
New York
Ohio
Oregon
Philadelphia
Portland
Richmond
San Francisco
Seattle
Washington DC
Denver
Los Angeles
Memphis
Chicago
Dallas
Boca Raton
Boston
Carolinas
Atlanta
Austin
Valeska French
Chris Canter
Executive Vice President
Arizona
Arizona
Cole Davis
Grant Bretzlaff
Jesse Hoffman
Jonathan Senn
Naomi Swisa
Paul Grant
Steven Halsey
Executive Vice President
Boca Raton
Boca Raton
Atlanta
Ryan Grosso
Collin Bevier
Executive Vice President
Thomas Bennett
Tarek ElGammal
Parker Geiger
Collin Bevier
Bryan Cox
Executive Managing Director
Atlanta
Austin
Chase Easley
Senior Vice President
Mallory Rodriguez
Senior Vice President
Senior Vice President
Hope Brunner
Senior Vice President
Jesse Skaar
Senior Vice President
Reese Weaver
Senior Vice President
Michael Cervenka
Senior Vice President
Austin
Justin Uffinger
Senior Vice President
Sarah Nee
Executive Vice President
Executive Vice President
Birmingham
Birmingham
Addisyn Green
Executive Vice President
Ben McElroy
Vice President
Cole Beach
Senior Vice President
Grant Marconi
Executive Vice President
Jack Forman
Senior Vice President
Luke Crowe
Senior Appraiser
Matt Eubanks
Mills Poynor
Nikita Bernstein
Nina DelPozo
Parker Sherrill
Paul Rasmussen
Samuel Gaubert
Travis McEldowney
Taylor E King
Taylor Hare
Thomas Graze
Executive Vice President
Dallas
Dallas
Austin Lynch
Senior Appriaser
Courtney Crowder
Emily Mitchell
Jack Richey
Val Despard
Will Klos
Senior Vice President
Denver
Denver
Anthony Rotunda
Senior Appriaser
Cody Kirkbride
Hill Douglas
Senior Vice President
Carolinas
Carolinas
Conor Reenstierna
Executive Vice President
Boston
Boston
Senior Appriaser
Baker Nicholas
Bishop Polizzotto
Jake Paschen
Joe Raucci
Kurt Weis
Mary Gilbank
Nicholas Baker
Bishop Polizzotto
Sean McNeely
Senior Vice President
Chicago
Chicago
Greyson Morgan
Senior Appriaser
Shane Lovelady
Senior Vice President
Charlotte
Charlotte
Jenny Kleckner
Executive Vice President
John Burke
Vice President
Robert Colontaio
Senior Vice President
Selina Matthiesen
Executive Vice President
Shaun Dolan
Senior Vice President
Senior Appraiser
Executive Vice President
Chicago
Chicago
Adam Ninmer
Senior Vice President
Ben Bowling
Executive Vice President
Stephanie Vallejo
Executive Vice President
Dallas
Dallas
Houston
Chirag Batavia
Senior Vice President
Duncan Guinn
Senior Appraiser
Dillon Mills
Senior Apprasier
Greyson Matte
Taylor Gaspard
Preston Heard
Reese Eller
Senior Vice President
Houston
Kansas
Andrew Clemons
Senior Vice President
Senior Appraiser
Senior Apprasier
Senior Vice President
Kansas
Jonathan Lang
Executive Vice President
Irvine
Irvine
Los Angeles
Anna Sporrong
Senior Vice President
Gabe Munson
Senior Appraiser
Flagg Broderick
Senior Apprasier
Wyatt Strahan
Senior Vice President
Los Angeles
Memphis
Austin Ehrat
Gray Fiser
Senior Vice President
Blake Pera
Tommy Bronson
Senior Appraiser
Benjamin Lustig
Senior Apprasier
Sharon Ammons
Senior Vice President
Memphis
New Jersey
Kristen Morrell
Senior Vice President
Senior Vice President
Financial Reporting Services
New Jersey
New York
Darian Cook
Felton Hatcher
Fred Smith
Harold James
Hudson Barineau
Kyle Ebert
Li Connie
William Lee
Zack Ryan
Matthew Duffy
Zach Mayne
Dan Axelson
Issa Abbassi
Jack Condon
John Caraviello
Michael Dorfman
Tim Polglase
Executive Vice President
Executive Vice President
Senior Research Analyst
Senior Managing Director
Executive Vice President
Vice President
Senior Vice President
Senior Vice President
Senior Managing Director
Senior Vice President
New York
Ohio
Brady Lang
Christopher West
Julie Mickley
Kendra Marston
Maria Evans
Executive Vice President
Executive Vice President
Senior Research Analyst
Senior Managing Director
Executive Vice President
Vice President
Senior Vice President
Senior Vice President
Senior Managing Director
Senior Vice President
Ohio
Oregon
James Childress
Executive Vice President
Executive Vice President
Senior Research Analyst
Senior Managing Director
Executive Vice President
Vice President
Senior Vice President
Senior Vice President
Senior Managing Director
Senior Vice President
Oregon
Angelo Brutico
Executive Vice President
Christopher Koehler
Vice President
Marybeth Farris
Executive Vice President
Senior Vice President
Executive Vice President
Philadelphia
Philadelphia
Joelle Reinke
Executive Vice President
Robert Black
Vice President
Sam Lawhead
Executive Vice President
Senior Vice President
Executive Vice President
Portland
Portland
Garrison Gore
Executive Vice President
Harrison Carter
Vice President
Will Bradley
Executive Vice President
Senior Vice President
Executive Vice President
Richmond
Richmond
Jennifer Tillema
Executive Vice President
Portland
Portland
San Francisco
Adele Benson
Vice President
Connor Stapleton
Senior Vice President
Francesca Zappula
Joseph Momich
Matthew Vranesh
Seth McKinnon
Vice President
San Francisco
Marty Leith
Executive Vice President
Fitzgibbons
Vice President
Senior Vice President
Executive Vice President
Senior Vice President
Senior Appraiser
Executive Vice President
Seattle
Seattle
Washington DC
Catherine Cheng
Grant Marley
Massi Bucci
Mat Adler
Gregory Bury
Senior Vice President
Washington DC
Testimonials
These guys are rock stars. Love using them!
They do great!
They do great!
Thank you so much for your work thus far. I appreciate all the hard work you do for our team in Nashville. I look forward to continuing our work relationship.
These guys are rock stars. Love using them!
Always excellent service!
They do a good job.
Argus runs are done very well!
Thank you so much! I really appreciate it! You all ROCK!
Overall service has been very good!
You guys are truly awesome and so good at what you do! I have to rely on your expertise!
FAQ's
Once we receive all the required documents, we will deliver the work product within 48 -72 hours. Bespoke requests or large portfolio projects will require extra time, which will be communicated accordingly.
Please share any feedback with Bill, Nikita, Banik, and Teja, contacts noted below.
We would love to hear your suggestions on additional scope of services needed or how we can continue to improve our work product and delivery.
Please share any feedback with Nikita, Banik, and Melissa, contacts noted below. We would love to hear your suggestions on additional scope of services needed or how we can continue to improve our work product and delivery.
There is no direct charge for this service currently. The Financial Analytics Global Support Team are Newmark employees, not an outside third-party service provider.
VA-ArgusAnalyst-GST@nmrk.com
Project Submittal Form
Please submitt your request at
What is the typical turnaround time?
Shifts and Time zones.
How do I share feedback?
Will my office or broker be billed?
How do we contact the Financial Analytics Team?
What is the typical turnaround time?
Shifts and Time zones.
How do I share feedback?
Will my office or broker be billed?
How do we contact the Financial Analytics Team?
Contact Us
Melissa Morris
Senior Managing Director
melissa.morris@nmrk.com
Tejas Dulam
Assistant Manager
tejaswi.dulam@nmrk.com
Nikita Thakur
Manager
nikita.thakur@nmrk.com
Satyajit Banik
Assistant Vice President
satyajit.banik@nmrk.com
Bill Petersen
Managing Director
bill.petersen@nmrk.com
LEASING
About Us
Business Line
Appraisal
Argus
RA
RC
Market Research
Appraisal
Argus
Regional Co-ordinator
Regional Administrator
Market Research
FAQ's
TESTIMONIALS
Contact Us
The information contained herein has been obtained from sources deemed reliable but has not been verified and no guarantee, warranty or representation, either express or implied, is made with respect to such information. Terms of sale or lease and availability are subject to change or withdrawal without notice.
PROJECT
SUBMITTAL FORM
Sublease Analysis
Shifts and Time zones.
Shifts and Time zones.
Please allow for time zone Difference (EST + 9.5 hours). The India team works from 5:30 am – 2:30 pm EST. For example, if you send a project after 2 p.m. EST, it may not be put into the work queue until the next business day and will be prioritized with all other projects submitted (this includes revisions/additions to current projects).
