Our employer is a real estate investment firm that is specializing in multi-family, industrial and commercial properties. With a disciplined approach to investing, the company focuses on long-term cash flow and stable, growing returns for investors. Backed by a team of experts, it identifies high-quality, risk-averse acquisition opportunities across expanding real estate sectors.
Their portfolio spans industrial sites, commercial plazas, and residential properties, with an estimated value between $500-700 million. They oversee roughly 2.5 million square feet of managed space.
About the Role
Position Overview:
The Manager of Investments & Asset Management will be instrumental in evaluating potential acquisitions, managing refinancing opportunities, and driving value creation across the portfolio. This role involves conducting in-depth financial analysis, overseeing capital projects, and performing on-site property assessments to identify and capitalize on investment opportunities.
Core Responsibilities:
Investment Analysis & Underwriting:
- Partner with brokers, lenders, and legal advisors to structure transactions and secure favorable financing terms.
- Build and maintain detailed financial models to evaluate investment feasibility, projected returns, and potential risks.
- Prepare and present investment proposals to senior leadership and investment committees.
- Evaluate and underwrite potential acquisitions and refinancing opportunities for office, commercial, and industrial properties, including analysis of financial statements, market conditions, and risk assessments.
- Lead due diligence efforts, including property inspections, lease reviews, and market comparisons.
- Experience in creating Confidential Investment Memorandums (CIMs) for property dispositions.
Portfolio Management & Capital Planning:
- Identify and evaluate refinancing opportunities to enhance portfolio leverage and financial outcomes.
- Collaborate with property management teams to optimize leasing efforts, rental rates, and operational performance.
- Develop and execute strategic business plans for existing assets, focusing on repositioning and value-enhancing initiatives.
- Track and analyze asset performance, implementing strategies to boost net operating income (NOI) and maximize property value.
- Manage capital expenditure (CapEx) programs, ensuring timely and cost-effective project delivery.
Market Analysis & Property Evaluations:
- Analyze market trends, including tenant demand, rental rates, and competitive positioning.
- Identify new investment opportunities and recommend strategies for portfolio expansion and growth.
- Conduct regular site visits to assess potential acquisitions and monitor the progress of ongoing projects.
Qualifications & Requirements:
- Minimum of 7 years of experience in real estate investments, underwriting, asset management, or acquisitions.
- Advanced financial modeling skills and proficiency in tools such as Excel, Argus, and other real estate software.
- Bachelor's degree in Finance, Real Estate, Business, or a related field; advanced degree (MBA, CFA) is a plus.
- Demonstrated success in executing acquisitions, refinancing, and asset repositioning initiatives.
- Strong negotiation and communication skills, with experience collaborating with lenders and institutional investors.
- Ability and willingness to travel frequently for property evaluations and portfolio oversight.