About Us We are an entrepreneurial real estate investment platform acquiring and operating multifamily, industrial, and neighborhood retail assets nationwide. We move quickly, underwrite rigorously, and value teammates who combine analytical horsepower with practical judgment. Note: This is not an engineering or appraisal role; candidates with primarily engineering/appraisal backgrounds will not be considered. The Opportunity As an Investment Associate, you’ll own underwriting, market research, and IC materials from first look through close, then help translate the business plan into measurable post-close actions. Responsibilities Underwriting & Valuation Build and maintain detailed Excel underwriting (DCF, sensitivity/scenario analysis, return waterfalls). Evaluate capital structures (senior debt, mezz, pref/equity) and run financing cases vs. return/risk targets. Size loans and benchmark DSCR, LTV, LTC, ICR. Market & Asset Research Complete rent, occupancy, absorption, cap rate, and comp studies (lease and sales comps). Assess supply pipeline, taxes/assessments, zoning, and submarket drivers. Deal Execution Manage data rooms and diligence checklists (leases, estoppels/SNDAs, environmental, PCA, surveys, title). Coordinate brokers, lenders, property managers, and legal counsel; track critical path and timelines. Prepare Investment Committee materials: model outputs, business plan, risks/mitigants. Post-Close & Reporting Translate underwriting into 100-day plans; track KPIs vs. pro forma (rent roll initiatives, OpEx, CapEx). Maintain pipeline tracker, assumptions library, and comp databases; standardize model templates and QA checks. Minimum Qualifications 5+ years in real estate investments, acquisitions, or asset management with direct exposure to multifamily, industrial, and retail assets (buy-side/principal-facing preferred). Advanced Excel modeling skills (DCF, sensitivities, rent roll modeling, IRR/MOIC, equity waterfalls). Demonstrated experience preparing IC memos and driving deals from LOI through diligence to close. Strong lease analysis/abstraction skills (e.g., CAM/reimbursements, percentage rent, co-tenancy for retail; tenant improvements and industrial lease nuances; multifamily RUBS/utilities). Strong English fluency (written and spoken)—clear, concise investment writing and verbal presentations. Professional communication with brokers, lenders, attorneys, and property managers. Nice to Have Familiarity with CoStar/LoopNet and public records sources. Basic Power BI/Tableau or Python for data cleanup/visuals (optional). Knowledge of NY/NJ/CT submarkets helpful but not required. Success in 6–12 Months Independently underwrite and present 10–15 qualified opportunities per month with clear go/no-go. Lead diligence on 3–6 awarded deals; close 2–4 accretive transactions aligned with return targets. Implement a standardized underwriting template and assumptions log to cut cycle times by 30–40%. Deliver post-close KPI dashboards highlighting variances vs. pro forma with actionable plans. Compensation & Benefits Base: $3,000/month Bonus: Attractive, deal/performance-based (tied to closings, realized returns, and process KPIs). Flexible, fully remote work with U.S. hours; professional development support. How to Apply Email your resume and a brief note (plus a sample underwriting or IC memo, if available) to nt@legacycp1.com with subject line: “Investment Associate – Your Name.” Equal Opportunity We are an equal opportunity employer and value diversity. Candidates from all backgrounds are encouraged to apply.
About Us We are an entrepreneurial real estate investment platform acquiring and operating multifamily, industrial, and neighborhood retail assets nationwide. We move quickly, underwrite rigorously, and value teammates who combine analytical horsepower with practical judgment. Note: This is not an engineering or appraisal role; candidates with primarily engineering/appraisal backgrounds will not be considered. The Opportunity As an Investment Associate, you'll own underwriting, market research, and IC materials from first look through close, then help translate the business plan into measurable post-close actions. Responsibilities Underwriting & Valuation Build and maintain detailed Excel underwriting (DCF, sensitivity/scenario analysis, return waterfalls). Evaluate capital structures (senior debt, mezz, pref/equity) and run financing cases vs. return/risk targets. Size loans and benchmark DSCR, LTV, LTC, ICR. Market & Asset Research Complete rent, occupancy, absorption, cap rate, and comp studies (lease and sales comps). Assess supply pipeline, taxes/assessments, zoning, and submarket drivers. Deal Execution Manage data rooms and diligence checklists (leases, estoppels/SNDAs, environmental, PCA, surveys, title). Coordinate brokers, lenders, property managers, and legal counsel; track critical path and timelines. Prepare Investment Committee materials: model outputs, business plan, risks/mitigants. Post-Close & Reporting Translate underwriting into 100-day plans; track KPIs vs. pro forma (rent roll initiatives, OpEx, CapEx). Maintain pipeline tracker, assumptions library, and comp databases; standardize model templates and QA checks. Minimum Qualifications 5+ years in real estate investments, acquisitions, or asset management with direct exposure to multifamily, industrial, and retail assets (buy-side/principal-facing preferred). Advanced Excel modeling skills (DCF, sensitivities, rent roll modeling, IRR/MOIC, equity waterfalls). Demonstrated experience preparing IC memos and driving deals from LOI through diligence to close. Strong lease analysis/abstraction skills (e.g., CAM/reimbursements, percentage rent, co-tenancy for retail; tenant improvements and industrial lease nuances; multifamily RUBS/utilities). Strong English fluency (written and spoken)clear, concise investment writing and verbal presentations. Professional communication with brokers, lenders, attorneys, and property managers. Nice to Have Familiarity with CoStar/LoopNet and public records sources. Basic Power BI/Tableau or Python for data cleanup/visuals (optional). Knowledge of NY/NJ/CT submarkets helpful but not required. Success in 612 Months Independently underwrite and present 1015 qualified opportunities per month with clear go/no-go. Lead diligence on 36 awarded deals; close 24 accretive transactions aligned with return targets. Implement a standardized underwriting template and assumptions log to cut cycle times by 3040%. Deliver post-close KPI dashboards highlighting variances vs. pro forma with actionable plans. Compensation & Benefits Base: $3,000/month Bonus: Attractive, deal/performance-based (tied to closings, realized returns, and process KPIs). Flexible, fully remote work with U.S. hours; professional development support. How to Apply Email your resume and a brief note (plus a sample underwriting or IC memo, if available) to [HIDDEN TEXT] with subject line: Investment Associate Your Name. Equal Opportunity We are an equal opportunity employer and value diversity. Candidates from all backgrounds are encouraged to apply.