Sam Trask

Student

Talent

CharlottesvilleMember since September 30, 2026

UnderwritingFinancial modelingArgusHighest-and-best-use analysisMarket and comparables researchDue diligenceOpen water rescue techniqueMedical and trauma careAnalysis of beach and ocean conditions

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UnderwritingFinancial modelingArgusHighest-and-best-use analysisMarket and comparables research

Experience

Capital Markets Intern at JLL (2026-06 – 2026-08)

Rotated across debt/equity finance and investment sales teams covering multifamily, industrial, office, retail, and land, gaining hands-on exposure to underwriting, financial modeling, Argus, and capital markets transaction processes
Prepared institutional quality Broker Opinions of Value, Offering Memoranda, and investment analyses through financial modeling, highest-and-best-use analysis, market and comparables research, and due diligence
Supported development of an Offering Memorandum for a $250MM credit facility financing a master-planned community in Texas, preparing investor presentations for banks and institutional investors under a two-week deadline
Independently produced a Broker Opinion of Value and an Offering Memorandum as a capstone intern project on a land deal for a proposed high-rise infill multifamily development, presenting findings to JLL producers, analysts, associates, and a third-party development firm

Lifeguard at Nags Head Ocean Rescue (2024-06 – 2025-08)

Certified in open water rescue technique, medical and trauma care, and analysis of beach and ocean conditions
Completed rigorous daily physical conditioning to ensure rapid, effective response in high-stakes, demanding environment; recognized as Lifeguard of the Week from elite team of 48
Collaborated daily with EMS, fire and law enforcement to deliver rescue, medical, and public safety services across 11.5 miles of beachfront

Job Shadow at Anchor Health Properties (2025-08 – 2025-08)

Gained broad exposure to healthcare real estate, observing the full project lifecycle from sourcing, underwriting, OAC meetings, and capital partner calls across development, asset management, and acquisitions

Job Shadow at Stream Realty Partners (2025-05 – 2025-05)

Shadowed industrial landlord and tenant representation, joining property tours with tenant reps and prospective buyers
Explored capital markets and investment fund management, analyzing how strategy teams structure and finance data center and industrial assets