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The Real Estate Investment Associate is instrumental to the continued success of Borgman Capital’s Real Estate practice. Reporting to the Director – Real Estate Investments, this position will have a wide variety of responsibilities which include performing market research, deal sourcing, financial underwriting, due diligence, capital markets, strategic planning and more. This is a full-time, 40 hours/week position.  

Responsibilities

• Support deal sourcing by networking with stakeholders to identify potential acquisition opportunities in multiple real estate classes with a focus on industrial, office and multi-family.

• Perform market research to understand market and economic trends that support underwriting assumptions; proactively collect, catalogue, and preview various trade areas and geographies in order to identify strategic investment opportunities; research and stay abreast of industry changes.

• Conduct deal underwriting which includes performing financial analysis and modeling, and pro forma analysis including cash flow and debt/equity, net present value and discounted cash flow analysis, and IRR analysis regarding refinancing, acquisitions, and/or disposition of investments.

• Execute real estate due diligence which includes evaluating property financial statements, due diligence information, leases, and tenant’s credit worthiness.

• Create comprehensive investment packages and offering memorandums to support fundraising activities.

• Update various investor reports, including financial snapshots for tracking and reviewing asset performance and qualitative summaries. 

• Support asset management activities through strategic planning and annual forecasting. 

Requirements

• Bachelor’s degree; emphasis in real estate or finance preferred or related field
• 3+ years of demonstrated professional experience
• Proven experience creating financial models utilizing DCF tools
• Solid understanding of real estate fundamentals, trends and finance concepts
• Advanced proficiency in Excel
• Highly analytical
• Excellent interpersonal and communication skills
• Self-motivated with the ability to work collaboratively and independently
• Ability to clearly and succinctly prepare written presentations summarizing key takeaways of new investment opportunities
• Strong networking abilities