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. Bachelor’s 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