Sr Real Estate Analyst - Seniors Housing

About the Role

The Senior Real Estate Analyst will be an essential contributor to the growing Seniors Housing Debt Capital Markets team, leveraging expertise in Commercial Real Estate finance to lead analytical initiatives and support the firm’s professionals in meeting client needs. This individual possesses experience in real estate transactions, including conducting due diligence, valuing properties, sizing loans, and managing key processes to ensure successful transaction closings.

Responsibilities

• Review and analyze property, portfolio, and company-level financials, including current and historical income and expenses, to determine deal viability, structures, and terms and conditions of capital raises.
• Prepare Offering Materials for investors, including qualitative and quantitative rationale, market analysis, and loan structuring.
• Answer due diligence questions from lenders, analyze and provide additional information on request.
• Compile market research data and maintain databases of relevant market data in the senior housing industry and broader real estate capital markets.
• Interact directly with senior leaders at borrower and investor levels throughout the loan submission and underwriting process.
• Assist Managing Directors in marketing company products and services.
• Review submissions to other lenders generated by in-house closing/processing staff.
• Perform financial cash flow modeling and analysis of company financial models, rent rolls, etc.
• Complete property inspections as needed.
• Assist in transaction closings as needed.
• Some travel required, generally for industry events, property inspections, or marketing.
• Other duties as assigned.

Qualifications

• Bachelor’s degree from a four-year college or university.
• 2-3+ years of experience in commercial real estate debt capital markets, banking, private equity, or an equivalent role.
• Experience in senior living preferred but not required.
• Real estate broker’s license preferred but not required.

Skills

• Excellent written and verbal communication skills, with the ability to present information effectively.
• Strong analytical skills and ability to comprehend, analyze, and interpret financial statements and corresponding documents.
• Proficient in Excel and financial modeling, with experience in other Microsoft programs.
• Team player with the ability to communicate well across a number of simultaneous tasks.

Benefits

• Monthly paid volunteer hours and donation matching to benefit our communities.
• Employee Resource Groups that help you grow with us.
• Fertility and family planning services.
• Up to 12 weeks of fully paid parental leave.
• Mental health care, including free counseling sessions.
• Generous tuition reimbursement.
• Pet insurance discounts.
• And more!

Berkadia is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We celebrate our employees’ unique differences and are dedicated to providing a people-first culture where careers can thrive. We ensure a workplace free from harassment, discrimination, and unlawful retaliation, with reasonable accommodations for individuals with disabilities and sincerely held religious beliefs.