Senior Real Estate Analyst

Position Summary

The Senior Real Estate Financial Analyst will be responsible for underwriting acquisition and development opportunities overseeing the underwriting team preparing investment committee materials and running weekly meetings supporting regular asset performance reviews and communicating with key internal and external stakeholders. The ideal candidate has a strong understanding of real estate financial modeling (especially in self-storage) market research and investment transactions. In addition to this a successful candidate would ideally bring deep expertise in real estate sectors that involve an operating business such as hotels multifamily or self-storage. This position requires superior Excel modeling skills a strong grasp of financial statements and their interrelationships and proven experience in both asset-level analysis and portfolio management.

In this role you will work closely with the acquisitions development operations and executive teams to evaluate deals from sourcing through closing and beyond. Additionally you will report directly to the CEO/COO/President and will be responsible for the acquisition and asset management departments.

Unique Experience Opportunity

This position offers a unique opportunity to gain exposure across the full spectrum of the real estate investment and operations lifecycle. The Senior Real Estate Analyst will collaborate directly with acquisitions development operations accounting and asset management teams participate in high-level discussions with lenders and institutional partners and contribute to operational decision-making across the portfolio. They will also attend executive and client-facing meetings gaining firsthand experience in how deals are structured negotiated and executed from start to finish. This role is ideal for a highly capable professional looking to accelerate their career by stepping beyond a typical analyst role into a strategic multi-disciplinary leadership track.

Key Responsibilities Financial Modeling & Underwriting

• Maintain and improve detailed pro forma Excel models for acquisitions developments refinances and dispositions.
• Conduct sensitivity analyses and scenario modeling (lease-up rent growth capex exit cap etc.).
• Underwrite market and asset fundamentals to ensure alignment with investment strategy and risk metrics.
• Develop and refine underwriting standards models and assumptions across the organization.
• Review and interpret property-level and consolidated financials to ensure model accuracy.

Asset Management & Performance Tracking

• Monitor property performance (NOI occupancy capex) vs. underwritten projections on existing portfolio and future investments.
• Generate rolling forecasts budget variance analyses and actual vs. pro forma reports.
• Provide reporting and early-warning analysis to C-suite on underperformance or emerging risks.
• Support valuation updates refinancing and disposition strategies.
• Conduct and review waterfall calculations for investor distributions and promote structures.
• Prepare and deliver detailed analysis and reporting materials to banks clients and internal stakeholders.

Strategic Planning & Market Research

• Conduct market research using Yardi Radius REIS CoStar etc. to assess demographics rent comps and pipeline supply.
• Maintain market intelligence on key MSAs monitoring transaction trends and strategic positioning.
• Contribute to the development of market entry strategies and acquisition criteria.
• Participate in strategic initiatives like automation and process improvements.

Pipeline & Workflow Oversight

• Oversee and prioritize the underwriting pipeline across acquisitions developments and dispositions.
• Manage deal triage based on timing sensitivity strategic fit and resource availability.
• Track and report underwriting progress and bottlenecks to senior leadership.
• Implement process efficiencies to increase throughput of department.

Team Leadership & Stakeholder Coordination

• Lead weekly acquisition meetings and present deal summaries for stakeholder decision-making.
• Manage and mentor junior analyst managing workload allocation and quality control of deliverables.
• Coordinate across legal operations development brokers appraisers and other internal/external stakeholders.
• Serve as point of contact for C-suite initiatives special projects and investor-facing communication.

Investor Lender & Committee Reporting

• Prepare investment committee memos offering memos and presentations for internal and external audiences.
• Create and review standard and non-standard lender reports equity presentations and investor communications.
• Monitor and report on loan covenants financial deliverables and compliance metrics.

Capital Transactions & Closings

• Support acquisition refinance and development closings coordinating with legal escrow and 3rd parties (appraisals Phase I PCRs zoning etc.) on key deliverables
• Oversee or delegate closing documentation review settlement statements and ensure deadline compliance.

Required:

Highly motivated with a can-do attitude

Team player that works well with others

5 years of experience in real estate underwriting preferably in self-storage multifamily industrial or mixed-use

Advanced Excel skills with ability to build and audit complex cash flow models (DCF IRR equity multiple yield-on-cost etc.).

Familiarity with real estate valuation principles including income approach cost approach and sales comps.

Experience with third-party research tools like Yardi Matrix Radius REIS CoStar or similar.

Strong written and verbal communication skills with ability to synthesize complex data into digestible investment narratives.

Preferred:

1. Bachelors degree

2. Experience in the self-storage industry or other real estate industries with an operating business component

3. Understanding of CAPEX budgeting operating software