Matthew Ellis

MATT ELLIS

Managing Director at Lido Investment Group

Newport Beach, California
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Summary

Business operator and commercial real estate professional with over 15 years of experience assessing client needs, proposing solutions and implementing strategic objectives. Trusted senior-level manager who works well in fast-paced environments and who is successful in motivating staff, solving problems and satisfying customers. Outstanding writer and presenter with a proven ability to make data-based recommendations. Passionate about mentoring and empowering team members to own their contributions to the company and its clients.

Experience

2018 Apr - Present
Managing Director
Lido Investment Group / Newport Beach, CA
  • Identify and source possible real estate investment opportunities across multiple asset classes including retail rehab, value add office and industrial, and opportunistic ground up development.
  • Perform initial financial analysis using advanced excel models including discounted cash flow and IRR, lease structures, partner and property level returns, construction budgeting, and operating expenses.
  • Define and execute value-added strategies guided by data driven research and knowledge of local/regional markets.
2011 Jan - 2018 Jan
Managing Director, CFO, Co-Founder
Trestle Property and Association Management / Costa Mesa, CA
  • Founded and grew a property management company from one contract to over 32 at time of sale.
  • Negotiated the sale of the company to a publicly traded Canadian corporation.
  • Directly managed a portfolio of 28 commercial association properties comprised of retail, office, residential, and industrial properties.
  • Achieved a 5-year compound growth rate of 20.7% and a 3-year average profit margin of 31%.
  • Assessed client needs and developed service contracts specific to clients rather than a one-size-fits-all service.
  • Grew monthly management revenues from $800 to $32,000 over the six-year ownership period.
  • Achieved back office efficiency and saved $47,000 in salary expenses by sourcing new software and automating processes to track payments, service requests and schedule projects.
  • Defined job descriptions, reviewed resumes, conducted interviews, hiring, on-boarding and training.
  • Created and executed sales and development strategies including cold calling, networking, crafting proposals, tracking deals, and negotiating contracts.
2007 Jan - 2011 Jan
Vice President, Senior Manager
Mar West Real Estate / Tustin, CA
  • Managed a portfolio of 25 commercial business parks simultaneously decreasing risks, increasing revenues and delivering exceptional client service.
  • Developed and recommended new services business plan identifying alternative sources of revenue complimentary to the company.
  • Direct supervision over one assistant property manager including mentoring, training, and regular periodic employment reviews.

Education

California State University Fullerton
Business Administration Degree, Finance and Real Estate

, LICENSES AND AFFILIATIONS

California State University Fullerton, Fullerton, CA, Business Administration Degree, Finance and Real Estate

California Real Estate Salesperson (1/26/2004) and Broker (6/18/2009) Licenses

Skills