Steven Lombard

Coral Springs, FL → Tallahassee, FL → Tampa, FL

StevenLombard

Finance major at the University of South Florida, graduating Cum Laude in December 2026. Associate Intern at Pinellas Development Group. I underwrite, prospect, and call leads, and I build the AI workflows that make every part of the process faster.

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Contacts Enriched
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AI Skills Shipped
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Contractor RFPs Sent
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Hours/Year Reclaimed

About

I sit at the seam between finance, real estate, and AI. I'm at my best when the three of them solve a problem together.

I'm a finance major at the University of South Florida, graduating Cum Laude in December 2026, and an Associate Intern at Pinellas Development Group, a Tampa Bay commercial real estate firm. My role is two-sided: I underwrite, prospect, and call leads, and I build the AI workflows that make every part of the process faster.

On the deal side I run cold-call campaigns, talk with sellers and brokers, build relationships, and pursue acquisitions and investment-sales opportunities across Tampa Bay. On the tech side I scrape market data, build CRM workflow automations, generate LOIs and PSAs from email at the click of a button, and ship a morning briefing system that runs at 5:30 AM so the day starts triaged before anyone is awake.

Before commercial real estate, I spent years in client-facing roles: sales, hospitality, and service. The cold-call reps and the comfort handling difficult conversations came long before the deals did. That foundation is the reason the AI side stays grounded. Every workflow I build is one I'd use myself, on a real call, with a real owner.

I'm aiming at a career in commercial real estate acquisitions, investment sales, and development. The portfolio below isn't aspirational. Most of these tools ship into production every day.

Featured Work

Selected deals and projects I've underwritten or led.

🏆 USF RES Pitch — 1st Place

Industrial Outdoor Storage + Warehouse

Location
Tampa, FL
Size
1.7 acres / 22,000 SF planned
Role
Pitch lead, acquisition and development thesis
Optimized scenario: 26.2% levered IRR over a 5-year hold
Tenant prospecting

Cold Storage / Refrigerated Warehouse

Location
Multi-market, National Prospect Pool
Size
3,200+ tenant universe
Role
Prospecting lead, built the pipeline
1,400+ verified outreach contacts feeding a live email and call campaign
Active acquisition pipeline

Vacant Residential Land

Location
Tampa Bay sub-markets
Size
Per-parcel <0.5 acre
Role
Acquisition outreach, pipeline and cold-calling lead
Sourcing infill lots for builders and investors, direct-to-owner outreach across Hillsborough and Pinellas

Selected Work

Six projects I've built and shipped into a professional setting.

01 · 2026

Cold Storage Tenant Prospecting System

Designed and shipped a national prospecting pipeline targeting cold-storage and refrigerated warehouse tenants. Scraped, enriched, deduplicated and verified thousands of records across the U.S. cold-chain market, taking raw industry data and turning it into a clean CRM-ready outreach list with verified emails and matched LinkedIn profiles. Then I personally called the warm hits.

· 3,200+ contacts enriched· 61 keyword searches across the U.S.· 1,400+ verified contacts loaded into CRM· 53% LinkedIn match rate
PlaywrightPythonAPIEmail Verification
02 · 2026

Chief of Staff Morning Sweep

An AI-powered daily briefing system that runs at 5:30 AM. Aggregates email, CRM conversations, and calendar overnight, classifies items by priority, then fires four parallel agents to handle email drafts, CRM updates, deal research, and meeting-note sync. The day starts triaged before anyone is awake.

· 130–195 hrs/year reclaimed· 4 parallel sub-agents· Daily 5:30 AM trigger
AI AgentsAPIWorkflow Automation
03 · 2026

AI Agents, Skills & CRM Workflows

I build custom AI agents, skills, and CRM workflows using Claude Code and Codex to automate the highest-friction parts of acquisitions and operations. The library includes CRM workflow automations, automated legal document generation (LOIs, PSAs, addendums), county property data enrichment, deal review, and stock analysis for personal investing. Each tool is tightly integrated into the daily workflow.

· 27+ custom skills in production· 6 specialist AI agents· Daily live use across the firm
Claude CodeCodexAPIWorkflow Automation
04 · 2026

CRM AI: Land Call Tracker

An AI agent inside the CRM that auto-populates per-lead call sheets from sales conversations and county property-appraiser data. Each lead gets comparable sales, a $/sqft pricing formula, owner-mismatch detection, and live AI meeting transcription. It's the call queue I actually pick up the phone with.

· Auto-generated per-lead call sheets· $/sqft anchor pricing formula· Lead-quality classifier (DOR, homestead, sale signals)
AI AgentsAPIWorkflow Automation
05 · 2026

Industrial Real Estate Society @ USF — Pitch Competition (Winner)

Won the USF Real Estate Society pitch competition with a complete acquisition thesis for an industrial outdoor storage (IOS) and warehouse-development play. Modeled the full unlevered and levered cash flow, built a multi-tab Excel pro forma with sensitivity analysis on rent, cap rate, and exit assumptions, and ran a contractor RFP cycle reaching 19 ground-up development firms for live cost-of-construction quotes. Delivered two pitch versions to industry judges: a baseline at 13.7% IRR and an optimized scenario at 26.2% IRR.

· 🏆 1st Place — USF Real Estate Society Pitch· 26.2% optimized IRR· Multi-tab Excel pro forma + sensitivity· 19 contractor RFPs sent
ExcelPowerPointDCF ModelingContractor Outreach
06 · 2026

Real Estate Development (REE 4732): Final Project

For my real estate development course, I built a complete discounted-cash-flow valuation and multi-year pro forma for a residential development. Modeled construction draws, lease-up timing, stabilized NOI, exit cap, and both unlevered and levered returns. Delivered the thesis as a class presentation.

· 10-year DCF model· Construction draw schedule· Unlevered + levered IRR
ExcelPowerPointDCF ModelingReal Estate Finance

Capabilities

The stack I bring to a deal, underwriting to AI.

Real Estate

  • CRE Acquisitions
  • Investment Sales
  • Underwriting
  • LOI / PSA / Addendums
  • Deal Review
  • Cold Calling & Outreach

Finance & Modeling

  • DCF Valuation
  • Pro Forma
  • IRR / NPV / Cash-on-Cash
  • Comparable Comp Analysis
  • Sensitivity Analysis

AI & Automation

  • Claude Code
  • Codex
  • Custom AI Agents
  • CRM Workflow Automation
  • Skill Engineering

Tools

  • CoStar
  • Stellar MLS / Realist
  • Excel
  • PowerPoint
  • CRM Platforms

Experience

Where I've worked, learned, and pressure-tested the playbook.

2025 — Present

Associate Intern

Pinellas Development Group

Underwriting, prospecting, and lead-generation for a Tampa Bay commercial real estate firm. I cold-call sellers and brokers, build relationships, run acquisition outreach, and ship the AI workflows that make the whole operation faster, from the morning briefing system to the CRM AI call sheets.

Through 2024

Pre-CRE — Sales & Client Relationships

Hospitality, Service & Direct-to-Customer Roles

Years of experience outside the real estate industry building relationships with clients, handling difficult conversations, and closing in person. The cold-call comfort came long before the deals did.

Graduating Dec 2026

B.S. Finance — Real Estate Concentration · Cum Laude

University of South Florida

Bachelor of Science in Finance with a concentration in Real Estate. Member of the USF Real Estate Society and winner of the 2026 RES Pitch Competition. Cum Laude · GPA 3.93.

Contact

Let's build something.

Open to opportunities in commercial real estate acquisitions, investment sales, and development. Always happy to grab coffee around Tampa Bay.