Real Estate Transition Solutions · 5 hours ago
Commercial Real Estate Financial Analyst
Real Estate Transition Solutions (RETS) is a respected real estate investment advisory firm specializing in tax-deferred 1031 Exchange strategies. The Financial Analyst role is designed to provide foundational experience in investment real estate analysis and client advisory, working closely with experienced Exchange Advisors and the internal due diligence team.
Responsibilities
Analyze clients’ investment property holdings
Identify and outline real estate macroeconomic conditions as well as research and understand financial operations of specific properties, and the impact of regional market supply/demand conditions
Understand real estate valuation concepts and establish valuations of properties utilizing income, comparable sales, replacement and development potential approaches
Determine tax liabilities embedded in properties
Analyze available replacement property options
Summarize key data to monitor financial and operating metrics for competitive analysis of replacement property options, including cost structures
Build matrixes to compare investment options, including narratives of respective strengths & weaknesses
Analyze historic performance for investor client and prospect reporting
Research prospective clients and properties to enable the firm to approach clients strategically
Create metrics to evaluate and rank prospective clients for relationship management
Gather information, form hypotheses, and provide input during client discussions
Think critically about markets, applying research to the benefit of the firm’s clients as you expand your advisory capacity and skills
Qualification
Required
One to three years of work experience in a related field
Demonstrated analytical skills (ability to calculate NOI, DSC, LTV, LTC) and commercial real estate underwriting-related experience
Strong computer skills including in-depth expert knowledge of Microsoft Office (Excel, Word, PowerPoint)
Strong organizational skills with the ability to multi-task and prioritize competing demands
Demonstrated ability to work independently
Ability to handle multiple projects and assignments as well as prioritize and meet deadlines
Excellent written, verbal, presentation, and people skills
Problem-solving skills to reflect level of responsibility
Ability to maintain sensitive and confidential information
Client service oriented and ability to maintain composure
Education: Bachelor's degree or higher. Major in real estate, finance, accounting, or business preferred
Benefits
Quarterly bonus payout
Health coverage including medical, dental, and vision
Basic life and AD&D
401(k) Plan with company matching
Paid time off + Winter break – the week between December 24-January 1
Employee Assistance Program (EAP)
Complimentary parking
Company
Real Estate Transition Solutions
Real Estate Transition Solutions is a real estate investment firm specializing in tax-deferred 1031 Exchange strategies and options.