Samuel Dobney
Sydney
Summary
Property professional with 5+ years in real-estate reporting, modelling analytics and forecasting. Expertise spans across the retirement-village sector, industrial capital-market transactions, and valuation with a high level of skills in Excel modelling and margin & price-review analysis, and stakeholder collaboration to drive portfolio performance.
Overview
7
7
years of professional experience
Work History
Portfolio Analyst - Asset Management Team
Levande Retirement Living
01.2023 - Current
- Spearhead the bi-annual portfolio price-review process across 58 retirement villages across the eastern seaboard in over 30 different property markets - delivering over $300 million in value p.a and report findings directly to the Head of Asset Management and Executive Leadership Team
- Currently in a small team managing a 58-village retirement portfolio, conducting detailed margin reporting and analysis
- Build and maintain Excel financial models whilst utilising Power BI dashboards.
- Successfully delivered the Asset Management Plan Project comprising 58 plans for the entire portfolio providing in-depth asset summaries to prioritise village needs for example; NTA projects, divestment opportunities, and strategies to maximise and maintain portfolio value
- Conduct sensitive appraisals for units undergoing resident by-outs.
Capital Markets Analyst
Colliers International
01.2021 - 01.2023
- Maintained the database for industrial property transactions valued between $20 million and $1.2 billion
- Prepared Information Memorandums for clients as part of the transactions
- Helped in preparing client-ready presentations and investment proposals for, institutional and private investors
- Collaborated with internal agents and market research teams to provide reports
Graduate Progran
Colliers
02.2022 - 02.2023
- Rotational program through the below sectors of the business
- Investment Services (Commercial, sub–$100 M): Conducted market research, valuation reviews and Excel-based modelling
- Industrial South Sydney Team: Assisted in asset reviews, database creation and maintenance
- Assisted in managing the database for site sales and off the plan apartment sales
Assistant Property Valuer
Herron Todd White
01.2018 - 01.2019
- Assisted in valuations of residential property and conducted valuations with co-sign-offs
- Conducted site inspections, and market research
Education
Bachalor of Commerce - Property Investment And Development
Curtin University
Perth, WA04-2021
Skills
- Portfolio Performance Management & Reporting
- Stakeholder Engagement & Relationship Management
- Strategic Asset Planning & Divestment Analysis
- Comprehensive analytics and insights
Timeline
Portfolio Analyst - Asset Management Team
Levande Retirement Living
01.2023 - Current
Graduate Progran
Colliers
02.2022 - 02.2023
Capital Markets Analyst
Colliers International
01.2021 - 01.2023
Assistant Property Valuer
Herron Todd White
01.2018 - 01.2019
Bachalor of Commerce - Property Investment And Development
Curtin University
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