Real Estate Investment Analyst | Financial Modeling & Underwriting | CRE | (U.S. Market)

Real Estate Investment Analyst | Financial Modeling & Underwriting (U.S. Market)

About the Company:

Founded in 2021, our firm specializes in hospitality investment and development across the U.S., focusing on drive-to destinations like national park gateway towns, beach towns, ski resorts, lake regions, and wine country. We combine strategic real estate investment, asset management, and business growth expertise to enhance profitability and guest experiences.

Role Overview:

We are seeking a dynamic Commercial Real Estate Analyst with a robust accounting and finance background, including strong expertise in handling financial statements, modeling, and budgeting. Though experienced across CRE asset types (multifamily, office, industrial, retail), a candidate with hands-on experience in hospitality real estate—and a deep understanding of P&L, REVPAR, ADR, and occupancy—is highly desirable. This remote role offers significant long-term growth potential within a forward-thinking organization.

What You’ll Do:

• Financial Modeling & Analysis: Build dynamic, Excel-based pro forma models; refine and improve existing models to support decision-making.
• Underwriting & Deal Assessment: Underwrite new deals across a range of CRE assets, including hospitality, ensuring strong financial validation.
• Data Analysis: Analyze rent rolls, operating memoranda, T12s, and market comps to derive meaningful insights.
• Asset Management Support: Monitor performance, compile detailed reports, and drive asset management strategies across various portfolio types.
• Investor Communications: Prepare investment memos, investor updates, and performance dashboards using strong written English to ensure clarity and transparency.
• Strategic Insights: Support acquisition, development, and asset management initiatives, contributing to the company’s long-term growth strategy.

What We’re Looking For

Experience: 3–5 years in CRE underwriting/investment analysis, supported by a strong accounting and finance foundation (three financial statements, financial modeling, budgeting).

Hospitality Expertise: Prior experience in hospitality real estate with a clear grasp of key metrics (P&L, REVPAR, ADR, occupancy).

Asset Management: Proven ability in monitoring asset performance and compiling reports that drive strategic decisions.

Communication Skills: Exceptional written English skills for crafting nuanced, investor-focused updates and communications.

Proactivity & Innovation: Demonstrated ability to underwrite deals, enhance existing financial models, and adapt strategies for evolving market conditions.

Long-term Vision: A commitment to personal and professional growth within a rapidly expanding company.

Bonus: Familiarity with ARGUS, REFM, or Python is an advantage.

If you’re ready to bring your financial acumen and CRE expertise to a vibrant team and help shape the future of investment decisions, we’d love to hear from you!