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Lucía G. - Senior CRE Analyst

Location: Latin America

Monthly Compensation range discussed (USD): $1,500 - $2,300

Schedule Availability (EST): 12:00 PM – 10:00 PM.

Earliest date the candidate can join the company: March, 2026

Summary

Investment Advisor and Sales Manager with 6+ years of Commercial Real Estate experience, including 3+ years dedicated to the US market at Americas Capital Investments. She manages real estate investment projects across the multifamily, industrial/logistics, and office verticals in key markets, including New York, Miami, Atlanta, and Minneapolis. Her background includes a tenure at Cushman & Wakefield (Business Development), where she handled Broker Opinion of Values (BOVs) and commercial proposals. Currently, she collaborates with US-based developers such as Taurus Investment Holdings , conducting due diligence, market trend analysis, and financial modeling for deal closings. She leverages Salesforce to optimize commercial workflows and uses Excel and PowerPoint to create high-quality investor reports and Offering Memorandums (OMs). Additionally, she uses AI tools such as ChatGPT and Gemini to structure presentations and enhance productivity.

Meet Lucia

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

Candidate Snapshot

US-based Real Estate Experience

• 3+ Years of Direct US Market Focus: Possesses over three years of experience specifically dedicated to the US market while working at Americas Capital Investments, managing real estate investment projects.

• Major US Market Coverage: Experience covers key metropolitan statistical areas, including Miami, Atlanta, Minneapolis, and New York.

• US Developer Collaboration: Collaborates directly with US-based developers, including Taurus Investment Holdings, performing due diligence and market trend analysis to support deal closings.

Real Estate Documentation Development

• Marketing Material Production: Experienced in using Excel and PowerPoint to create high-quality investor reports. She’s also familiar with Offering Memorandums (OMs).

• Valuation Documentation: Proven background in handling Broker Opinion of Values (BOVs) and commercial proposals during her tenure at Cushman & Wakefield.

• AI-Enhanced Structuring: Incorporates AI tools to structure presentations and commercial materials, ensuring efficient content delivery.

Commercial Real Estate Expertise

• 6+ Years of Industry Experience: Accumulates over six years of total experience in Commercial Real Estate (CRE).

• Multi-Asset Class Proficiency: Manages projects across diverse verticals, including multifamily, industrial, and office sectors.

• Financial & Market Analysis: Expertise includes performing financial modeling for deal closings, conducting due diligence, and analyzing market trends to inform investment decisions.

Education

• Certificate in Communication & Negotiation

• Postgraduate Course in Finance

• Bachelor of Arts in Art History & Curatorial Studies

Tools & Technologies

• CRM & Workflow: Salesforce (Commercial workflow optimization).

• Design & Presentation: Microsoft PowerPoint (High-quality reports)

• Analysis: Excel

• AI Productivity: ChatGPT, Gemini (Presentation structuring and productivity enhancement).

Key Qualifications & Highlights

• Integrated Analysis & Marketing Skillset: Lucia bridges the gap between analysis and marketing. She not only performs the analysis and due diligence required to understand a deal but also is familiar with Offering Memorandums (OMs) and investor reports, ensuring the "story" of the asset is backed by rigorous data.

• AI-Driven Workflow Efficiency: proactively leverages AI tools like ChatGPT and Gemini to structure presentations and enhance productivity.

• Top-Tier Global Agency Background: Her background at Cushman & Wakefield ensures she is trained in global corporate standards for Broker Opinion of Values (BOVs) and commercial proposals.

Screening Interview - Key Observations

• Process Optimization & Salesforce: She shared a specific example of proactivity, recognizing that her team was underutilizing Salesforce as a mere database, she led a months-long investigation and restructuring process to transform it into an interactive tool for commercial decision-making and feedback tracking.

• Workflow & Volume: She clarified her capacity to handle high-value analysis, noting that she collaborates in conducting deep-dive due diligence on 10 to 12 major US projects per year (industrial and logistics assets), managing the process from "end-to-end" to verify project viability for investors.

• AI Integration Strategy: She demonstrates a pragmatic approach to AI, using tools like Gemini and ChatGPT not just for writing but also to "schedule main ideas" and structure large presentations before final output. She views AI as a tool to "add value" to her initial approach rather than just a shortcut.

• Collaboration Style: She highlighted her strength in cross-functional alignment, describing her routine of holding "reunions with marketing" to analyze campaign data (clicks, impact) and ensure that commercial feedback is directly integrated into the design and messaging of flyers and social media assets.

• Role Preferences: She distinguishes her current focus from her past role at Cushman & Wakefield, expressing a clear preference for investment analysis and "buying cash flow" (project viability) over the corporate-to-corporate service selling model.

• Hiring Status: She transparently mentioned that she is in advanced stages with other companies, though she has not yet received a final proposal, indicating a need for speed in the hiring process.

• Questions Asked: She requested a detailed breakdown of "how a day looks" to better understand the specific balance between market analysis tasks and AI-generated deliverable quality control.