Founder & CEO
Founder & CEOBassam Yammine previously worked for Credit Suisse, building the investment banking and asset management divisions of the firm in the Middle East and North Africa.Prior to founding Excelsa, he was Co-CEO of the Investment Bank the region. Bassam has been investing in residential real estate since the 1980s and set up Excelsa as a family office focused on real estate. He has a BA in Business from Loyola Marymount and an MBA from the University of Chicago.
Managing PartnerFadi joined Excelsa in 2018 and currently focuses on post-acquisition management of assets. Prior to joining Excelsa, Fadi was a Senior Partner and Board Member with Strategy& (formerly Booz & Company) where he led the Investment and Real Estate practice. He serves on several corporate boards and is currently the Chairman of Endeavor Lebanon. He has a B. Eng. from the American University of Beirut, an M.S. in Civil Engineering from MIT and an MBA from Harvard Business School.
Managing Director, Head of Investor Relations
Managing Director, Head of Investor RelationsDaniel joined Excelsa as a Managing Director, leading group-level business development and driving investor relations. With over 17 years of experience, Daniel has a strong background in driving business development, fostering growth, and managing investor relations within the financial services industry. Prior to joining Excelsa, he served as the Managing Director, Head of MENA at Sotheby’s in Dubai. During his tenure, Daniel played a pivotal role in establishing Sotheby’s presence in Saudi Arabia, defining the strategic direction for the broader region, building and managing the MENA team, and actively contributing to business growth. His previous roles include serving as the Director and Cluster Head for Credit Suisse AG in the DIFC, focusing on the Saudi market and providing tailored financial advisory solutions. Daniel also served as the CEO at Audi Capital KSA, a financial institution offering financial services to high-net-worth individuals and institutions in Saudi Arabia, where he successfully led a team of 30 professionals. Daniel holds an MBA from Boston University and a bachelor’s degree in banking and finance from the Lebanese American University. Additionally, he is a certified wealth manager advisor accredited by the Swiss Association for Quality (SAQ).
Director, Investor Relations
Director, Investor RelationsMohamad joined Excelsa as a Director in our Investment Relations team. He plays a critical role in driving our fundraising efforts and maintaining strong relationships with our investor base. Mohamad has over 27 years of experience in the financial services industry. Prior to joining Excelsa, Mohamad has worked with leading financial institutions and contributed to several mandates in formulating strategies and developing business models. He served as the Chief Operating Officer for Credit Suisse Saudi Arabia, where he led the transformation of the franchise. Prior to that, he played a key role in restructuring Arab Bank's operating model in eight countries, building a consolidated private banking business, and leading the growth of personal banking in Lebanon. After leaving Credit Suisse in 2019, Mohamad dedicated his efforts to advising several wealth management and FinTech firms on business scalability and market strategies. Mohamad holds a master’s degree in finance from the Lebanese American University.
Vice President, Investments
Vice President, InvestmentsLilas joined Excelsa in 2018 as an analyst focused on US acquisitions and deal analysis. She played a key role in developing Excelsa’s underwriting model. Lilas has underwritten 500+ deals and participated in the due diligence of all of Excelsa’s acquisitions, asset management and dispositions to date. Currently, she leads the acquisition and asset management team, while also managing fund and corporate finance for the Excelsa Group. Initially trained as an industrial engineer, Lilas holds a master’s degree in engineering management with a concentration in financial and industrial engineering from the American University of Beirut. Lilas successfully completed the Wall Street Prep Certification in Financial & Valuation Modeling, and passed the CFA Level 1 and 2 in the 90th percentile.
Associate, InvestmentsVahan joined Excelsa in 2016 as an investment analyst. He played a key role during the launch of Excelsa's first real estate fund, supporting investment analysis and asset management, including building financial models and budgets, projecting cash flows, and contributing in investor and management reporting. Prior to joining Excelsa, Vahan served as the finance director of UWC Dilijan College in Armenia and as a banking risk analyst at BLOM Bank in Beirut. He holds a Finance degree from Haigazian University and has successfully passed the CFA Level 2 exam.
Associate, Corporate Development
Associate, Corporate DevelopmentRazane joined Excelsa in 2019 as an analyst, supporting business development, investor relations and fund administration. She played a key role in completing five rounds of fundraising and fund closings, and successfully on boarded 100+ investors. Razane also supports the management of investment and tax structures, as well as all legal and regulatory requirements for the Excelsa group. Prior to joining Excelsa, she worked in private banking, with a focus on advisory and multi-family office strategies. Razane holds a bachelor's degree in business administration from the American University of Beirut (AUB), with a concentration in finance. She also completed her master’s degree in finance at AUB.
Associate, OperationsDaisy recently joined Excelsa and focuses on compliance and regulatory operations. Prior to joining Excelsa, Daisy had 13 years of experience in Regulations, Compliance, Anti-Money Laundering and Middle Office Operations in different financial institutions’ services ranging from capital markets, portfolio management, professional advisory, and venture capital funds. She has also provided consulting services to financial intermediaries to ensure compliance with regulations from governing bodies such as capital market authorities focusing on developing the entity' systems and controls, and regulatory manuals. Daisy holds a master’s degree in economics from the American University of Beirut and a bachelor’s degree in economics from the Lebanese American University.
Ziad Abou Ltaif
Ziad Abou Ltaif
Analyst, InvestmentsAs an analyst, Ziad specializes in US acquisitions. He has underwritten 300+ deals and participated in multiple due diligence exercises, deal analysis, asset management, and dispositions at Excelsa. Ziad holds a bachelor's degree in business administration from the American University of Beirut, with a double concentration in finance and business analytics, graduating with distinction and placing in the top 10% of his class. He also completed certifications in Financial Markets, Python and Statistics for Financial Analysis, and Private Equity & Venture Capital through Coursera.
Analyst, Corporate Development
Analyst, Corporate DevelopmentDana is an analyst within the Corporate Development team, supporting business development, investor relations and fund administration. Dana earned a bachelor’s degree in applied economics from the American University of Beirut, where she graduated with distinction and a full merit scholarship. She also holds certifications in Financial Analysis and Analyzing & Visualizing Data with Microsoft Excel through Udemy and Coursera, respectively.
Analyst, InvestmentsAli is an Investments analyst supporting US acquisitions and deal analysis. He has underwritten over 150 deals and actively contributes to asset management. Before joining Excelsa, Ali served as a Banking Supervisor at the Central Bank of Lebanon. He graduated with high distinction and an honors scholarship from the Lebanese American University with a bachelor’s degree in banking and finance, and a minor in actuarial studies. Ali successfully passed the CFA Level 1 exam with a 90th percentile score.
Analyst, InvestmentsSami is an analyst focusing on US real estate acquisitions and has successfully underwritten over 150 deals while also contributing to the management of Excelsa’s current portfolio. Sami's professional journey began as an audit associate at a big four accounting firm. Sami is a distinguished graduate in accounting from the Lebanese American University and completed a master’s degree in finance at the American University of Beirut, with a scholarship and a perfect GPA. Sami successfully passed the CFA Level 1 exam, where he achieved results in the 90th percentile.
Analyst, InvestmentsCéline joined Excelsa in 2023 as part of the Investments team, with a focus on US acquisitions, transaction analysis, and asset management of Excelsa’s existing portfolio. Prior to her role at Excelsa, Céline served as an Investment Advisor in capital markets portfolio management, focusing on the US and Europe markets. Holding a bachelor's degree in Financial Engineering from Notre Dame University, she graduated with distinction and has successfully passed the CFA Level 1 exam.
Analyst, InvestmentsJoelle became a member of the Investments team in 2023. Her role encompasses US acquisitions, deal analysis, and asset management. Prior to her current position, Joelle served as an Investment Analyst at a Saudi-based investment management firm, being directly involved in international real estate deals and private equity investments. She holds a bachelor’s degree in Banking and Finance from Notre Dame University, where she earned a highest distinction in academic recognition. Joelle has successfully passed the CFA Levels 1 and 2 exams, scoring in the 90th percentile.
US REAL ESTATE TEAM
Chief Operating Officer of Excelsa Properties
Chief Operating Officer of Excelsa PropertiesJonathan joined Excelsa in 2015 and manages most aspects of the firm's US real estate activities including transaction sourcing, financing, fund structuring and management. After a career on Wall Street with UBS, Jon started his career in real estate in 2003 by establishing one the of the first ground-up development funds in the Middle East. Jonathan earned his MBA at Columbia University in New York and has a BA in history and economics from Brown University.
Managing Director, Head of Acquisitions
Managing Director, Head of AcquisitionsDavid has 17 years of experience as a principal investor in commercial real estate equity and real estate finance instruments, throughout his career with Prospect Capital Management, ORIX Capital Markets LLC, and NorthStar Realty Finance. He has underwritten and acquired approximately 8,000 units of multifamily and $3BN in debt and debt-linked instruments. David holds an MBA from Columbia Business School and a BA from New York University. He graduated from both institutions with honors.
Director, Head of Asset Management
Director, Head of Asset ManagementPrior to joining Excelsa in 2019, Curtis was Head of Asset Management for a $2 BN privately held REIT. He has over 15 year’s experience acquiring and managing commercial real estate across the USA. He has investment banking experience with Wachovia Securities and private equity experience with Peak Capital Partners, JDH Capital and Grubb Properties. Cutris has a BA in Finance from Brigham Young University.
EMEA REAL ESTATE TEAM
Managing Director, Head of Real Estate Development
Managing Director, Head of Real Estate DevelopmentTarek presently oversees the company’s multiple projects in Algeria. He also manages the “Le Patio” mixed-use development currently under construction. With experience that spans Europe and the Middle East, Tarek’s previous experience includes Group Financial Director for Optimum Holding where he managed finances for companies and projects in Morocco, the UK, Lebanon, France, Switzerland, Ukraine, Egypt, Libya, Oman, and Poland. Tarek has a Master’s Degree in Financial Services Management from the University of Surrey in the UK and a Bachelor of Science in Business Studies from the Lebanese American University.
Manager, Sales Administration
Manager, Sales AdministrationLoubna is a Manager in the Sales division as Excelsa Algeria where she oversees strategic planning, regulatory compliance, and collections. She has eleven years of experience in real estate development. Loubna holds a degree in International Business Engineer from the Algerian Chamber of Commerce, and also holds a degree in International Trade.
Chief Accountant, Algeria
Chief Accountant, AlgeriaMustapha serves as Chief Accountant in Algeria. He manages and coordinates compliance, accounting, and finance for Excelsa’s subsidiaries in Algeria. Mustapha has twelve years of accounting experience and holds a Bachelor's degree in accounting management. He is also a certified auditor.
ACCOUNTING AND ADMINISTRATION TEAM
Group Accounting Manager
Group Accounting ManagerGhassan Daher joined Excelsa in May 2016 as Accounting Manager. His responsibilities extend to Excelsa’s projects in the US, Europe, North Africa, and the Middle East. Prior to joining Excelsa, Ghassan worked at a leading auditing firm. He has a Bachelor’s degree in Business and additional degrees in accounting an audit. He is a Certified Internal Auditor.
Executive AssistantHayfa Dagher joined Excelsa in April 2014 as a Personal Assistant to the CEO and Office Manager. She studied Business Administration at the Lebanese American University.
Group AccountantTarek joined Excelsa in 2022 as a group accountant. He has over five years of accounting experience in finance, retail and manufacturing. He holds a bachelor's degree in Banking and Finance and a master’s degree in Accounting, both from the Beirut Arab University.