Real Estate Transition Solutions · 4 hours ago
Director of Real Estate Investment
Real Estate Transition Solutions (RETS) is a highly respected, fast-growing real estate investment advisory firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust (DST) investments. The Director of Real Estate Investments oversees all aspects of the firm’s investment activities and investment teams, focusing on sourcing, evaluating, structuring, and monitoring real estate investment offerings while managing key teams and investor relations.
Responsibilities
Manage the Due Diligence and Investor Relations teams
Refine and execute the firm’s investment strategy, with a focus on institutional quality 1031 Exchange-eligible properties and various real estate fund structures
Lead the sourcing, underwriting, and monitoring of institutional quality sponsored real estate assets across multiple sectors (multifamily, industrial, retail, storage, etc.)
Identify and evaluate new investment opportunities aligned with the firm’s risk/return objectives
Oversee investment performance and work with Investor Relations team to shape investor communication strategy
Oversee evaluation and due diligence of institutional real estate firms to determine whether investment specific evaluation and due diligence is warranted (sponsor-level due diligence)
Oversee financial modeling, market analysis, and due diligence for prospective investments recommended to firm’s clients (product-level due diligence)
Prepare and present investment recommendations to the investment committee
Build and maintain relationships with institutional real estate partners, sponsors, and our firm’s clients. This will involve occasional travel to events, conferences, etc
Monitor market trends, tax policy developments, and economic indicators relevant to institutional real estate and 1031 Exchanges
Provide and present thought leadership on economic trends and news
Shape and oversee existing client communication strategy
Collaborate with institutional real estate firms to structure 1031 Exchange-eligible investment offerings in compliance with IRS and SEC regulations
Collaborate with legal, tax, and compliance teams to ensure product documentation meets 1031 Exchange and securities requirements
Manage a team of financial analysts and associates. Proactively communicate with clients' advisors
Foster a culture of collaboration, accountability, and continuous improvement
Qualification
Required
Bachelor degree in Finance, Real Estate, Economics, Accounting or related field
10+ years of experience in institutional real estate investments, acquisitions, capital markets, or portfolio management
Experience with fractional ownership structures (DSTs, TICs) and syndicated real estate investment products (limited partnerships, REITs, fund structures, etc.)
Strong financial modeling, valuation, and underwriting skills
Deep understanding of real estate markets, investment analysis, and risk management
Excellent negotiation, presentation, and leadership abilities
Preferred
MBA or MSRE
Benefits
Health coverage: medical, dental, vision, HSA
401(k) with company match
Paid time off + winter break (December 24 – January 1)
Complimentary parking at our Kirkland office
Company
Real Estate Transition Solutions
Real Estate Transition Solutions is a real estate investment firm specializing in tax-deferred 1031 Exchange strategies and options.