Luke Caldwell
About Luke Caldwell
Luke Caldwell is a Real Estate Private Equity Portfolio Management Analyst at Brookfield Asset Management in London, focusing on strategic decision-making and financial analysis for real estate investments.
Professional Title and Current Role
Luke Caldwell is a Real Estate Private Equity Portfolio Management Analyst at Brookfield Asset Management in London, England, United Kingdom. In his current role, he focuses on strategic decision-making, investment activities, and reporting for real estate companies in the BSREP II and BSREP III series of opportunity funds. His responsibilities include complex financial analysis, valuations, and preparing materials for quarterly board meetings.
Previous Work Experience
Before joining Brookfield Asset Management, Luke Caldwell worked at iAM Capital Group plc as an Investment Analyst for 11 months from 2019 to 2020. Prior to that, he served as an Investment Banking Analyst at Boxington Corporate Finance for a year, from 2017 to 2018. Both roles were based in London, United Kingdom.
Educational Background
Luke Caldwell has a comprehensive educational background. He completed his GCSEs at Perins School, securing 6 A*s in subjects like Maths, Physics, Chemistry, Biology, History, and English, along with 4 As. He attended Peter Symonds College, earning A Levels in Economics (A*), Maths (A), Biology (A), and Chemistry (A). Luke then pursued a Bachelor's Degree in Economics at the University of Bath.
Responsibilities at Brookfield Asset Management
In his role at Brookfield Asset Management, Caldwell works with real estate portfolio companies such as Center Parcs, Student Roost, Canary Wharf, and Edyn. He assists in corporate development transactions, including financings, acquisitions, business plan forecasting, and strategic planning. His tasks also involve preparing marketing materials for internal and external use, including co-investor reporting packages, quarterly reporting, and investor day presentations. Additionally, he supports the preparation and review of all internal fund reporting.
Expertise in Financial Analysis and Reporting
Luke Caldwell's expertise includes performing complex financial analyses and valuations for Brookfield's real estate investments. He models the returns' impacts, whether to the business or within the portfolio. Caldwell plays a key role in preparing materials for quarterly board meetings and assists operating management teams and asset management colleagues with various strategic planning and corporate development transactions.