Shirley Fan
Sydney,NSW
Summary
Experienced property professional with 9+ years in capital transactions, acquisitions, and development feasibility. Proven track record in sourcing strategic real estate opportunities, managing commercial risks, and delivering value-driven property solutions.
Overview
12
12
years of professional experience
Work History
Director of Capital Transactions
CI Australia (merged Into Stanton Hillier Parker)
07.2019 - Current
- Sourced and secured high-value commercial real estate opportunities through strategic site acquisitions, leveraging a vast network of domestic and offshore stakeholders.
- Conducted in-depth investment analysis and development feasibility using Forbury DCF modeling and cash flow forecasts to evaluate acquisition viability.
- Identified value-add opportunities for commercial properties through highest and best-use appraisals, advising clients on development potential and strategic site enhancements.
- Spearheaded due diligence processes for complex transactions, ensuring risk mitigation and aligning acquisitions with client objectives.
- Managed and maintained key relationships with institutional and private investors, driving repeat business and fostering successful partnerships.
- Delivered detailed market analyses and site acquisition strategies to meet diverse client needs, aligning with both immediate and long-term property goals.
Investment Associate
Heworth Holdings Group
03.2018 - 07.2019
- Conducted comprehensive site acquisition analysis for residential and commercial development projects, preparing feasibility reports with Estatemaster and other financial modeling tools.
- Developed cash flow projections, funding strategies, and finance models to support site acquisition decisions and maximize return on investment.
- Managed end-to-end acquisition processes, including market research, risk assessments, and negotiation of purchase agreements.
- Collaborated with stakeholders to source strategic acquisition opportunities, aligning with long-term property development goals.
- Key Achievements: Supported the setup of the 160 Sussex Street Fund and Heworth Growth No.8 Pooled Fund, and established financial models for retirement village development, enhancing capital recycling initiatives.
Equity Crowdfunding Intern
AIMS Financial Group
09.2017 - 12.2017
- Conducted due diligence and market research to identify viable property-related crowdfunding opportunities, supporting strategic investment decisions.
- Researched equity crowdfunding trends across Australia, New Zealand, and the UK, identifying growth opportunities in real estate acquisition and development financing.
- Supported the preparation of investor presentations and financial documentation, aligning crowdfunding strategies with development and acquisition goals.
- Ensured compliance with ASIC regulations in property-related crowdfunding initiatives, enhancing credibility and investor trust.
Graduate Research Assistant
Vanke Real Estate Co. Ltd.
04.2013 - 07.2015
- Conducted site acquisition feasibility studies, including financial modeling and market analysis, to support strategic property development projects.
- Delivered detailed housing market reports and annual competitiveness analyses, identifying prime opportunities for site acquisitions and development.
- Played a key role in the end-to-end planning and launch of the Chenghuaxinyuan project, achieving over US $100M in revenue with a 38% gross profit margin.
- Managed cross-functional teams for marketing, budgeting, and advertising campaigns to optimize property positioning and value.
- Supported decision-making on development strategies by estimating market supply and demand and analyzing cost-benefit ratios for key projects.
Education
Master of Commerce - Accounting And Finance
University of Sydney
Sydney, NSW12-2017
Bachelor of Arts - Media And Communications
Fudan University
Shanghai06-2013
Skills
Real Estate Investment Analysis Software: Forbury Commercial and Develop; Estatemaster, Excel Development Feasibility Acquisition and Financing modelling
Class 2 Real Estate License Qualification
Accounting system: MYOB and SAP
ESG Impact: Investor Perspective- Wharton University of Pennsylvania online certificate
Timeline
Director of Capital Transactions
CI Australia (merged Into Stanton Hillier Parker)
07.2019 - Current
Investment Associate
Heworth Holdings Group
03.2018 - 07.2019
Equity Crowdfunding Intern
AIMS Financial Group
09.2017 - 12.2017
Graduate Research Assistant
Vanke Real Estate Co. Ltd.
04.2013 - 07.2015
Master of Commerce - Accounting And Finance
University of Sydney
Bachelor of Arts - Media And Communications
Fudan University
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