Duane Pe
Director Asset Management at TR Wealth Management | Palos Verdes Peninsula, California, United States
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Duane Pe serves as the Director of Asset Management at TR Wealth Management, where he leverages his extensive background in energy engineering and sustainability to optimize the financial performance of a diverse portfolio of real estate assets. With a keen eye for detail and a strategic mindset, Duane evaluates every aspect of asset performance, ensuring that each property meets its financial targets while adhering to sustainability principles. His role involves regular reporting to investors, where he translates complex financial data into actionable insights, fostering transparency and trust.
Duane is also instrumental in underwriting new acquisitions, meticulously preparing pro forma investment packages that highlight potential returns and risks. His expertise in financial analysis and management allows him to identify lucrative opportunities in the market, positioning TR Wealth Management as a leader in real estate investment. Additionally, he plays a crucial role in developing sales and marketing materials that effectively communicate the value of the company's offerings to potential investors and stakeholders.
Beyond his analytical prowess, Duane is a skilled communicator and team builder, initiating outreach campaigns that nurture relationships with potential leads. His proficiency in tools such as AutoCAD and Trane Trace 700 enhances his ability to design energy-efficient HVAC systems, aligning with his commitment to sustainability. As a thought leader in the industry, Duane is dedicated to process improvement and strategic planning, ensuring that TR Wealth Management not only meets but exceeds the expectations of its investors in a rapidly evolving real estate landscape.
Director Asset Management at TR Wealth Management in January 2022 to Present
Managing Director, AS Engineering at CBRE in May 2014 to December 2021
Engineering Project Manager at GPG Advisers in October 2013 to April 2014
Vice President, Sustainability at Arden Realty, Inc. in January 2009 to September 2013
Vice President, Engineering at Arden Realty, Inc. in September 2006 to December 2008
Vice President, Engineering at next>edge in January 2002 to August 2006
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Business Reporting
Financial Modeling
Capital Improvement
Investments
Portfolio Management
Interpersonal Skills
Multi-Family Properties
Disaster Recovery
Financial Analysis
Forensic Engineering
Environment, Health, and Safety (EHS)
Real Estate Due Diligence
Niagara AX Certified
Certified Energy Manager
AutoCAD
Microsoft Excel
PowerPoint
Trane Trace 700
d-gen Pro
Construction
HVAC
Energy Management
Sustainability
Management
Operations Management
Leadership
Energy Audits
Building Automation
Strategic Planning
Energy
Contract Management
Budgets
Business Development
Energy Conservation
Construction Management
Negotiation
Entitlements
Supervisory Skills
Facilities Management
Due Diligence
Energy Efficiency
Contract Negotiation
Team Leadership
Real Estate
Asset Management
Project Planning
Engineering
Team Building
Process Improvement
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What is Duane Pe email address?
Email Duane Pe at [email protected]. This email is the most updated Duane Pe email found in 2026.
What is Duane Pe phone number?
Duane Pe phone number is +13104279218 and +13109252513.
How to contact Duane Pe?
To contact Duane Pe send an email to [email protected]. If you want to call Duane Pe try calling on +13104279218 and +13109252513. (updated on November 04, 2024)
What company does Duane Pe work for?
Duane Pe works for TR Wealth Management
What is Duane Pe's role at TR Wealth Management?
Duane Pe is Director Asset Management
What industry does Duane Pe work in?
Duane Pe works in the Financial Services industry.
Duane Pe Email Addresses
Duane Pe Phone Numbers
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