Summary
Overview
Work History
Education
Skills
Timeline
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Lulu Zhen

Chatswood,NSW

Summary

Experienced real estate professional with 10+ years in investment management, acquisition, and full-cycle project development across global markets. Skilled in feasibility studies and financial analysis to drive strategic decisions and maximize performance. Managed acquisitions and investments across residential, commercial, and mixed-use projects, with a portfolio exceeding $3.2B. Driven to identify opportunities, lead acquisitions, and apply financial analysis to achieve strong results in competitive markets.

Overview

11
11
years of professional experience

Work History

Deputy Head of Investment and Development

Poly Global
01.2019 - Current

Investment & Acquisition

  • Manage and optimize cash flows for a $3.2 Billion portfolio, covering residential, commercial, horizontal developments, commercial assets, and both equity and debt investments across the UK, US, and Australia.
  • Establish, develop, and maintain comprehensive feasibility model templates for all asset types, ensuring alignment with business goals and investor requirements. Continuously refine models to enhance accuracy, scalability, and decision-making efficiency.
  • Conduct feasibility studies, sensitivity analyses, and due diligence across financial, legal, operational, and development aspects for potential investment opportunities.
  • Prepare investment proposals, Heads of Terms (HOT), Term Sheets, and business plans. Report directly to the Executive Director and Chairman, and present to the Investment Committee and Board for approval.
  • Lead negotiations with counterparties and manage contract exchange, settlement, and completion to ensure seamless transactions.
  • Liaise with internal and external stakeholders, including investors, financial institutions, regulatory bodies, agents, solicitors, valuers, and potential partners.

Development & Operations

  • Oversee full-cycle development and operations for existing projects. Manage feasibility studies, risk assessments, and project milestones.
  • Prepare quarterly, semi-annual, and annual reports covering approximately 20 ongoing projects.
  • Implement and manage the company’s BI dashboard, integrating data analytics with financial models, Aconex, and Salesforce systems to provide real-time insights and support strategic decision-making.

Investment Manager

Poly Global
08.2016 - 12.2018
  • Led the acquisition of 7 projects across residential and office developments, with a total value of approximately $600M.
  • Conducted feasibility studies, market research, and financial analysis to support investment decisions, submitting 18 offers and running feasibility analyses on over 200 opportunities.

Investment Analyst

Poly Developments and Holdings Group Co.
06.2013 - 07.2016
  • Assisted in establishing overseas operations through market research and feasibility studies to support international expansion.
  • Rotated through key functions, including investment & acquisition, development & operations, compliance management, and legal management.

Education

Master of Arts - Property Development And Investment

University of New South Wales
Sydney
12-2024

Bachelor of Arts - International Economics And Trades

Guangdong University of Foreign Studies
Guangzhou, China
06-2013

Skills

  • Financial Modelling
  • Compliance & Risk Management
  • Argus Enterprise - EstateMaster
  • Excel, Power BI

Timeline

Deputy Head of Investment and Development

Poly Global
01.2019 - Current

Investment Manager

Poly Global
08.2016 - 12.2018

Investment Analyst

Poly Developments and Holdings Group Co.
06.2013 - 07.2016

Master of Arts - Property Development And Investment

University of New South Wales

Bachelor of Arts - International Economics And Trades

Guangdong University of Foreign Studies
Lulu Zhen