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Stephany Gregory - Senior CRE Analyst

Location: Bogota, Colombia Compensation range discussed: $1,900 - $2,300 LinkedIn Profile | Email: latinluxuryrealty@gmail.com | Phone: +57 324 6860717

Summary

International Real Estate Advisor and Digital Strategist with 4+ years of experience specializing in investment opportunities across the United States (Florida), Mexico, Colombia, Spain, and Dubai. Working with Latin Luxury Realty | EXP Realty, she guides high-net-worth investors from lead qualification to closing. Her expertise includes leveraging CRM systems and digital marketing to increase lead conversion, and she is familiar with the structure and analysis required for creating Offering Memorandums (OMs) and Broker Opinion of Values (BOVs). She creates structured presentations with a strong emphasis on visual clarity and design.

Candidate Snapshot

US-based Real Estate Experience:

US Market Investment Focus: Direct experience advising Latin American investors on pre-construction and income-generating properties in high-growth US markets (Latin Luxury Realty | EXP Realty) like Florida.

→ Investment Process Support: Participated in sales, investor onboarding, and due diligence support, coordinating with legal, financial, and mortgage partners in the U.S.

US Market Dynamics: Possesses a deep understanding of US market dynamics, investor expectations, and the standards required for professional communication.

Market Fluency: Lived and educated in Miami, FL for 18 years, providing a native understanding of US business culture, geography, and professional communication standards.

→ US Educational Background: Graduated with honors from Felix Varela Senior High in Miami, FL.

Deal Material & Presentation Expertise:

OMs & BOVs Familiarity: Familiarity with the structure, purpose, and quality standards of marketing materials, including Offering Memorandums (OMs) and Broker Opinion of Values (BOVs).

Financial Analysis Contribution: Contributed to the research and analysis required for valuations, including comparable sales, cap rates, projected income, and operating assumptions.

→ Structured Presentation Creation: Expertise in creating structured investment presentations for clients, translating complex market data and strategic insights into clear, visually coherent content with emphasis on design.

CRM & Digital Strategy: 

CRM Strategy Implementation: Implemented CRM strategies that improved lead follow-up and conversion rates.

Digital Marketing Campaigns: Developed customized marketing campaigns using CRM systems and email automation to target high-net-worth clients.

Education:

Bachelor of Arts in Digital Marketing | Universidad Sergio Arboleda (2012)


Meet Stephany

This video from our screening interview provides a look into Stephany's background and experience.

Key Qualifications & Highlights 

US Real Estate Experience:

US Investment Focus (4+ Years): Over four years of experience advising international investors on high-growth real estate opportunities, primarily focusing on pre-construction and income-generating properties in US markets like Florida (Miami and Orlando).

Cross-Border Transaction Management: Guided clients through the full investment lifecycle, from lead qualification to closing, while coordinating with US-based legal, financial, and mortgage partners.

Global Market Exposure: Provided advisory services for real estate investments across multiple international markets: the United States, Spain, Dubai, Mexico, and the Dominican Republic.

Transferable Skills in Investment Analysis:

○ Investments KPIs: 4+ years of experience analyzing investment KPIs (ROI, appreciation, rental yields) for high-net-worth investors.

○Decision-making reports: Proven ability to translate raw project data into clear decision-making reports, a skill set directly transferable to Commercial Real Estate (CRE) underwriting and Offering Memorandum creation.

Comparative Reporting: Expertise in creating Comparative Market Analyses (CMAs) and performance reports that track project appreciation and rental yields, serving as the functional equivalent to BOVs for residential investors.

Data Translation for Presentations: Expertise in translating complex financial and market data into clear, visually coherent content for structured investment presentations (offering decks).

Digital Strategy & CRM Proficiency:

High-Impact Lead Generation: Developed and managed a personal brand on Instagram with over 14,000 engaged followers, demonstrating a proven ability to generate consistent inbound leads.

CRM and Automation Strategy: Implemented CRM strategies (HubSpot, Zoho) and email automation to target high-net-worth clients, resulting in an improved lead follow-up and conversion rate.

Marketing Materials Creation: Expertise in designing and executing high-conversion digital campaigns and creating structured, high-impact corporate presentations that support client decision-making.


Screening Interview - Key Observations

US Market & Cultural Fluency: Lived and attended school in the US for 18 years (Miami-based), providing deep bilingual and cultural fluency with US market dynamics and client expectations.

Investor-Centric Experience: Focuses exclusively on investors (not first-time property owners), specializing in guiding high-net-worth Latin American clients through complex pre-construction and investment opportunities in Florida (Miami/Orlando).

Analysis and Profiling: Demonstrated a core competency in profiling investors and performing necessary research on US market predictions (laws, economy, migration patterns) to support financial projections.

Extensive Market Knowledge (Florida): Exhibited strong, current knowledge of the Florida real estate market, citing metrics on low new construction inventory, code changes, and tax-advantage migration from states like New York and California.

Content Creation & Design: Highly proficient with Canva for creating structured client presentations and investment decks, with a strong focus on translating complex data into clear, visually coherent content.

AI and SaaS Adoption: Actively uses AI tools (ChatGPT as an assistant) and NotebookLM for research and content creation, demonstrating the high adaptability required for the client's LLM-native platform.

CRM Expertise: Familiar with CRM systems like HubSpot and Zoho for managing client relationships and automating follow-up campaigns.