As the Director of Research, Carlos works closely with the firm’s Acquisitions, Asset Management, and Development teams in creating and implementing research tactics and framing investment strategy. He plays a key role in informing the firm’s investment and development activities while also advising on the management for the company’s portfolio.
Carlos has more than 10 years of experience in research and implementation roles, engaging in the investment decision-making process by developing data-driven schemes to guide targeted investment strategy, risk assessments and portfolio analysis for global equity funds. Prior to joining Davis, he served as Head of Real Estate Investment Research-Americas at Aberdeen Standard Investments in Boston. He previously worked as Vice President, Research for Bentall Kennedy in Boston, as Assistant Vice President, Investment Research for PGIM Real Estate in Madison, New Jersey, and as a Real Estate Economist at CoStar Portfolio Strategy in Boston.
Carlos holds a Bachelor’s degree in Economics, summa cum laude, from Florida State University and a Master’s degree in Economics from Boston University.
Carlos Ortea in the News
Boston Real Estate Times: Carlos Ortea Joins The Davis Companies As Director Of Research
