As a Senior Financial Analyst at Faris Lee Investments, Judy Phan specializes in the underwriting and valuation of complex retail real estate transactions, having analyzed over $1 billion in assets to date. Her expertise spans advanced financial modeling, in-depth market research, and risk assessment to guide investment strategies through thoughtful analyses of property performance, tenant profiles, and broader market conditions. Judy models diverse investment strategies, including break-up strategies, value-add opportunities, and development plays. Collaborating closely with brokers, developers, and asset managers, she optimizes deal structures, secures off-market opportunities, and enhances operational efficiency. Judy's dynamic role extends beyond traditional financial functions, playing a pivotal part in shaping the strategic direction of Faris Lee Investments.

Before joining Faris Lee Investments, Judy honed her skills during an impactful internship at Property Markets Group (PMG), a premier East Coast developer. At PMG, she worked on high-profile projects such as the Waldorf Astoria Hotel and Residences Miami, a 100-story, 360-unit luxury development valued over $420 million, and the Society Biscayne to The Elser Hotel and Residences conversion, a $235 million refinancing project. Judy conducted financial modeling and market analysis to guide these transformative developments while collaborating with Acquisitions, Asset Management, and Capital Markets teams. Her experience at PMG underscores her ability to deliver value across diverse facets of real estate investment and development.

Judy holds a Bachelor of Science in Business Administration with a concentration in Real Estate Finance from California Polytechnic State University, San Luis Obispo. During her undergraduate studies, she actively participated in the Cal Poly Real Estate Club and Urban Land Institute (ULI) competitions, showcasing her dedication to the industry early on. Outside of work, Judy enjoys staying active, practicing yoga and pilates, and spending quality time with friends.