Stefan Brett
Southampton
Summary
A skilled professional with expertise in the valuation of a wide array of asset types. With 8 years experience in real estate, able to present and justify valuation rationale and methodology whilst providing reasoned and critical review of third party valuations. Demonstrates strong client liaison and communication abilities, alongside proficiency in model creation and critique. Adept at analysing valuation inputs and income drivers, aiming to leverage these competencies to drive successful outcomes in future projects.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work History
Associate Director - Renewable Energy Valuer
JLL
London
06.2024 - Current
- Formed part of a brand new team, establishing valuation practices, creating models that aligned with company policy and developing brand awareness through thought leadership reports.
- Provided valuation advice for a wide range of renewable energy asset types such as rooftop Solar PV, co-located and standalone BESS as well as offshore wind.
- Fostered strong client relationships by providing bespoke guidance around these emerging asset classes.
- Presented thorough valuation rationale and market analysis to senior executives for a range of valuation purposes such as loan security, strategic pricing and accounts purposes.
- Key clients include Landsec, Crown Estate Scotland, Harworth, Invesco, Catella and Rampart.
- A key project in this field includes the annual valuation of Crown Estate Scotland's entire offshore windfarm portfolio of c. 50 projects. This included reviewing the previous valuer's methodology and rationale, presenting our valuation and justifying valuation movements based on project specific changes and market evolution.
Associate Director - Retail Valuations
JLL
London
01.2022 - 05.2024
- Formed part of coordination team for key retail and mixed-use instructions including for Hammerson and Savills IM. These included providing a market commentary, presenting our team's valuations to the client's board and defending value movements when challenged.
- Provided valuation advice for some of Europe's largest retail/mixed-use assets including the Dubai Mall (shopping centre), Hamburg UberSee-Quartier (shopping centre, office, hotel) and Clarks Village (designer outlet).
- Challenged the valuations of other external valuers as part of critical review reports. This involved querying input discrepancies, providing alternate opinions on growth rates, applied yields and market rents and presenting these to clients in an easy-to-understand format.
- Developed JLL's DCF playbook which guided colleagues through the DCF approach and presented the methodology to the wider team.
- Key clients include Hammerson, Unibail-Ramdamco Westfield, Landsec, Savills IM, EMAAR, Klepierre and ECE.
Senior surveyor
JLL
London
01.2020 - 12.2021
- Coordinated pan-European portfolios for a variety of asset classes. This included liaising between client and valuer regarding necessary documents, creating valuation outputs and reviewing and delivering reports to tight project deadlines.
- Reviewed valuations from our regional offices to assess the reasonableness of key assumptions as well as detail main income drivers and movements to justify value movements.
- Carried out valuations for a range of alternative asset classes including film studios and data centres.
- Key clients included Goodman, Prologis and Vantage.
Surveyor
JLL
Paris, France
03.2017 - 12.2019
- Performed valuations across all use-types including prime office blocks in La Défense, luxury high street retail in Paris and key logistics assets in the French Dorsal corridor.
- Collaborated closely with both the international and French valuation teams, often presenting valuation rationale to major clients in both French and English.
- Coached colleagues on the international valuation model and Argus Entreprise platform and reviewing colleagues models to identifying modelling/inputting errors.
- Key clients include Invesco, Ceetrus, Prologis, CBRE IM, AXA, Société Générale, DWS, and Crédit Agricole.
- A key project includes the valuation of CBRE IM's French portfolio which included luxury fashion retail units, prime CBD office space and warehouse assets in the Ile-de-France region.
Education
Master of Science - Real Estate
University College of Estate Management
Reading 09.2018 - 08.2019
Master of Arts - Interpreting and Translation
University of Bath
Bath 09.2015 - 08.2016
Bachelor of Arts - Modern Languages
University of Bath
Bath 09.2011 - 09.2015
Skills
- Valuation advice across multiple use types
- Presenting valuation rationale both verbal and written
- Coordination and project onboarding
- Client liaison and communication
- Model creation and critique
- Analysis of valuation inputs and income drivers
Languages
English
Native
French
Fluent
Spanish
Advanced
Italian
Intermediate
Timeline
Associate Director - Renewable Energy Valuer
JLL
06.2024 - Current
Associate Director - Retail Valuations
JLL
01.2022 - 05.2024
Senior surveyor
JLL
01.2020 - 12.2021
Master of Science - Real Estate
University College of Estate Management
09.2018 - 08.2019
Surveyor
JLL
03.2017 - 12.2019
Master of Arts - Interpreting and Translation
University of Bath
09.2015 - 08.2016
Bachelor of Arts - Modern Languages
University of Bath
09.2011 - 09.2015
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