William Roberts

Financial Analyst

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615.480.7619

wroberts@greysteel.com

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About

Regional Markets of Focus

  • Texas and West South Central

Experience and Recognition

  • Completed 3 internships
      • The Kirdland Company; A multifamily brokerage firm
      • Sunflower Bank; A middle-market corporate bank
      • 3E Management; A private equity consulting firm

Expertise

  • Serves as a Financial Analyst for Greysteel’s Multifamily team, specializing in the Texas market.
  • Responsible for asset valuation, financial underwriting, market positioning analysis, offering materials preparation, and deal execution.
  • Reviews and analyzes legal documents, leases, rent rolls, occupancy data, and third-party reports as part of the due diligence process.
  • Prepares comprehensive reports on market data, expense analysis, aerials, maps, and rent/sales comparables to support multifamily transactions.

 

Education, Affiliations, and Licenses

  • Southern Methodist University: BBA in Finance
      • A CRE Accelerator Certificate of Completion

 

Interests

  • SMU and Tennessee Athletics
  • Fitness
  • Spending time with friends and family